Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- 最新申報
- 2026/7/31
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/23 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 103
- 較 2024 年第 3 季 +5
- 總值
- $2.00 億
- 較 2024 年第 3 季 −$73.1 萬 (−0.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,196,396 | $2,773 萬 | 13.9% | −12,643−1.0% | 減碼依 3 比 1 拆股換算 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 635,171 | $1,735 萬 | 8.7% | +16,679+2.7% | 加碼依 3 比 1 拆股換算 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 208,916 | $1,281 萬 | 6.4% | +3,344+1.6% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 192,654 | $996.0 萬 | 5.0% | −4,453−2.3% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 209,533 | $892.8 萬 | 4.5% | +2,447+1.2% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 462,778 | $856.1 萬 | 4.3% | +16,460+3.7% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 114,173 | $821.0 萬 | 4.1% | +2,148+1.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 100,758 | $786.0 萬 | 3.9% | −740−0.7% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 276,341 | $770.2 萬 | 3.9% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 81,207 | $651.8 萬 | 3.3% | +3,724+4.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,140 | $596.0 萬 | 3.0% | −13−0.1% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 174,841 | $452.1 萬 | 2.3% | +2,533+1.5% | 加碼依 2 比 1 拆股換算 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 159,612 | $442.3 萬 | 2.2% | +2,220+1.4% | 加碼依 3 比 1 拆股換算 | – |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 82,885 | $409.8 萬 | 2.1% | −970−1.2% | 減碼 | – |
| WMTWalmart Inc. | Stock | 33,913 | $306.4 萬 | 1.5% | −441−1.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,546 | $264.1 萬 | 1.3% | −136−1.3% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 47,536 | $242.3 萬 | 1.2% | +233+0.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 13,325 | $223.4 萬 | 1.1% | −7−0.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,547 | $220.9 萬 | 1.1% | −37−0.8% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,324 | $183.3 萬 | 0.9% | −79−1.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,348 | $181.2 萬 | 0.9% | −19−0.8% | 減碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 49,001 | $168.3 萬 | 0.8% | +215+0.4% | 加碼 | – |
| WMWaste Management Inc | Stock | 8,134 | $164.1 萬 | 0.8% | −37−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,131 | $147.0 萬 | 0.7% | +42+0.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,591 | $138.7 萬 | 0.7% | +102+1.1% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 15,238 | $125.4 萬 | 0.6% | +84+0.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,444 | $124.9 萬 | 0.6% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 9,102 | $123.0 萬 | 0.6% | +307+3.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,487 | $120.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,237 | $110.0 萬 | 0.6% | −16−0.2% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 6,751 | $109.6 萬 | 0.5% | +33+0.5% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 7,750 | $108.7 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 15,845 | $103.1 萬 | 0.5% | +1,364+9.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 9,284 | $99.9 萬 | 0.5% | +130+1.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,703 | $99.8 萬 | 0.5% | −3−0.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 15,590 | $97.1 萬 | 0.5% | +17+0.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,238 | $94.8 萬 | 0.5% | −19−0.8% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,871 | $91.7 萬 | 0.5% | −128−1.1% | 減碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 16,807 | $83.9 萬 | 0.4% | +1,030+6.5% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 9,133 | $83.0 萬 | 0.4% | −187−2.0% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 12,374 | $78.9 萬 | 0.4% | −88−0.7% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 16,039 | $76.7 萬 | 0.4% | −229−1.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 5,259 | $76.2 萬 | 0.4% | +33+0.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,264 | $74.4 萬 | 0.4% | +376+42.3% | 加碼 | – |
| SYYSysco Corp | Stock | 9,649 | $73.8 萬 | 0.4% | +47+0.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,047 | $73.4 萬 | 0.4% | +137+1.7% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 6,697 | $72.2 萬 | 0.4% | +43+0.6% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 8,709 | $70.5 萬 | 0.4% | +2,715+45.3% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 22,097 | $69.3 萬 | 0.3% | +271+1.2% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 11,931 | $67.4 萬 | 0.3% | +165+1.4% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 8,871 | $66.3 萬 | 0.3% | +65+0.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,498 | $66.2 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,642 | $60.8 萬 | 0.3% | +27+0.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 588 | $60.3 萬 | 0.3% | +588 | 新進 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,371 | $58.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 6,281 | $56.0 萬 | 0.3% | +34+0.5% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 10,281 | $54.9 萬 | 0.3% | +267+2.7% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 9,394 | $53.3 萬 | 0.3% | +32+0.3% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,131 | $52.1 萬 | 0.3% | +111+2.8% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,749 | $50.7 萬 | 0.3% | −11−0.6% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,215 | $50.7 萬 | 0.3% | +29+0.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 12,542 | $50.2 萬 | 0.3% | +130+1.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 6,301 | $49.0 萬 | 0.2% | +34+0.5% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 9,532 | $48.5 萬 | 0.2% | +9,532 | 新進 | – |
| MOAltria Group, Inc. | Stock | 8,986 | $47.0 萬 | 0.2% | +98+1.1% | 加碼 | 歷史 |
| KKellanova | Stock | 5,419 | $43.9 萬 | 0.2% | +30+0.6% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,262 | $42.2 萬 | 0.2% | −10−0.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,068 | $41.5 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 9,220 | $40.5 萬 | 0.2% | +211+2.3% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 3,705 | $38.3 萬 | 0.2% | −107−2.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,207 | $38.2 萬 | 0.2% | +81+7.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,541 | $38.0 萬 | 0.2% | +40+2.7% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 11,952 | $37.6 萬 | 0.2% | −6,104−33.8% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 16,421 | $37.3 萬 | 0.2% | +169+1.0% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,405 | $37.1 萬 | 0.2% | +232+19.8% | 加碼 | – |
| PFEPfizer Inc | Stock | 13,938 | $37.0 萬 | 0.2% | −32−0.2% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 7,506 | $35.7 萬 | 0.2% | −214−2.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,073 | $34.8 萬 | 0.2% | +132+4.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,201 | $31.3 萬 | 0.2% | −3−0.2% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,679 | $30.5 萬 | 0.2% | −349−11.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,090 | $30.1 萬 | 0.2% | −154−2.9% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 12,663 | $28.8 萬 | 0.1% | −1,527−10.8% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 3,602 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,583 | $28.2 萬 | 0.1% | +12+0.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 529 | $27.9 萬 | 0.1% | +67+14.5% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 6,558 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,480 | $27.6 萬 | 0.1% | −52−3.4% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 619 | $27.5 萬 | 0.1% | −5−0.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,975 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,652 | $26.4 萬 | 0.1% | −23−0.9% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,148 | $25.4 萬 | 0.1% | −86−3.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,095 | $25.4 萬 | 0.1% | +1,095 | 新進 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,753 | $25.3 萬 | 0.1% | −400−7.8% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,441 | $24.2 萬 | 0.1% | +3,441 | 新進 | 歷史 |
| AEEAmeren Corp | COM | 2,597 | $23.1 萬 | 0.1% | +8+0.3% | 加碼 | 歷史 |
| BPBP PLC | ADR | 7,739 | $22.9 萬 | 0.1% | +78+1.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 995 | $22.7 萬 | 0.1% | −8−0.8% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,166 | $21.9 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 7,094 | $21.3 萬 | 0.1% | +7,094 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 420 | $21.2 萬 | 0.1% | +2+0.5% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（1 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。