Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- 最新申報
- 2026/7/31
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/16 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 107
- 較 2024 年第 4 季 +4
- 總值
- $2.10 億
- 較 2024 年第 4 季 +$1,016 萬 (+5.1%)
| 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 | 1,197,841 | $2,645 萬 | 12.6% | +1,445+0.1% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 680,620 | $1,903 萬 | 9.1% | +45,449+7.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 228,652 | $1,413 萬 | 6.7% | +19,736+9.4% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 196,201 | $1,028 萬 | 4.9% | +3,547+1.8% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 492,597 | $974.4 萬 | 4.6% | +29,819+6.4% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 124,221 | $912.4 萬 | 4.3% | +10,048+8.8% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 212,346 | $902.9 萬 | 4.3% | +2,813+1.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 105,615 | $833.7 萬 | 4.0% | +4,857+4.8% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 298,813 | $748.2 萬 | 3.6% | +22,472+8.1% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 86,207 | $704.8 萬 | 3.4% | +5,000+6.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,256 | $535.2 萬 | 2.5% | +116+0.8% | 加碼 | 歷史 |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 81,787 | $450.4 萬 | 2.1% | −1,098−1.3% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 164,713 | $431.5 萬 | 2.1% | +5,101+3.2% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 180,726 | $423.4 萬 | 2.0% | +5,885+3.4% | 加碼 | – |
| WMTWalmart Inc. | Stock | 32,517 | $285.5 萬 | 1.4% | −1,396−4.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,544 | $234.2 萬 | 1.1% | −20.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 45,736 | $226.5 萬 | 1.1% | −1,800−3.8% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 13,281 | $226.3 萬 | 1.1% | −44−0.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,446 | $201.4 萬 | 1.0% | +122+1.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,499 | $201.0 萬 | 1.0% | −48−1.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,286 | $188.8 萬 | 0.9% | −62−2.6% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 8,137 | $188.4 萬 | 0.9% | +30.0% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 21,750 | $173.7 萬 | 0.8% | +13,041+149.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 9,755 | $161.8 萬 | 0.8% | +164+1.7% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 31,282 | $159.7 萬 | 0.8% | +21,750+228.2% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 47,939 | $153.2 萬 | 0.7% | −1,062−2.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 6,142 | $150.7 萬 | 0.7% | +11+0.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 15,169 | $139.5 萬 | 0.7% | −69−0.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,889 | $118.3 萬 | 0.6% | +652+9.0% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 7,616 | $117.5 萬 | 0.6% | −134−1.7% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 19,633 | $117.3 萬 | 0.6% | +3,788+23.9% | 加碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 23,271 | $115.4 萬 | 0.5% | +6,464+38.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,444 | $114.6 萬 | 0.5% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 9,509 | $113.1 萬 | 0.5% | +225+2.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 15,295 | $109.5 萬 | 0.5% | −295−1.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,600 | $106.5 萬 | 0.5% | +113+2.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,168 | $101.7 萬 | 0.5% | −70−3.1% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 6,730 | $99.1 萬 | 0.5% | −21−0.3% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 9,281 | $96.9 萬 | 0.5% | +179+2.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,676 | $93.8 萬 | 0.4% | −27−1.6% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,836 | $92.7 萬 | 0.4% | −35−0.3% | 減碼 | – |
| CVXChevron Corp | Stock | 5,251 | $87.8 萬 | 0.4% | −8−0.2% | 減碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 15,661 | $85.8 萬 | 0.4% | +3,730+31.3% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 8,697 | $85.3 萬 | 0.4% | +650+8.1% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 9,048 | $84.8 萬 | 0.4% | −85−0.9% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,478 | $83.0 萬 | 0.4% | +214+16.9% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 6,735 | $82.2 萬 | 0.4% | +38+0.6% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 10,109 | $77.4 萬 | 0.4% | +1,238+14.0% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 22,355 | $76.3 萬 | 0.4% | +258+1.2% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 12,337 | $73.8 萬 | 0.4% | −37−0.3% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 9,551 | $71.7 萬 | 0.3% | −98−1.0% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 6,311 | $69.8 萬 | 0.3% | +30+0.5% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 16,009 | $67.6 萬 | 0.3% | −30−0.2% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,234 | $67.2 萬 | 0.3% | +19+0.5% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 28,910 | $67.0 萬 | 0.3% | +12,489+76.1% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 4,471 | $63.6 萬 | 0.3% | −171−3.7% | 減碼 | 歷史 |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 19,494 | $63.5 萬 | 0.3% | +12,400+174.8% | 加碼 | – |
| ORealty Income Corp | REIT | 10,383 | $60.2 萬 | 0.3% | +102+1.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 13,155 | $59.7 萬 | 0.3% | +613+4.9% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,371 | $57.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,188 | $56.6 萬 | 0.3% | +783+55.7% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 9,083 | $54.5 萬 | 0.3% | +97+1.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,500 | $54.1 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 8,914 | $53.1 萬 | 0.3% | −480−5.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 557 | $52.7 萬 | 0.3% | −31−5.3% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,423 | $48.7 萬 | 0.2% | +292+7.1% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,641 | $48.4 萬 | 0.2% | −108−6.2% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 5,816 | $46.2 萬 | 0.2% | −485−7.7% | 減碼 | – |
| KKellanova | Stock | 5,449 | $44.9 萬 | 0.2% | +30+0.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,208 | $42.3 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,340 | $41.7 萬 | 0.2% | +139+11.6% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 3,714 | $41.3 萬 | 0.2% | +9+0.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,002 | $39.8 萬 | 0.2% | −71−2.3% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,659 | $38.7 萬 | 0.2% | +118+7.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,045 | $38.3 萬 | 0.2% | −23−2.2% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 9,130 | $38.1 萬 | 0.2% | −90−1.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,089 | $36.2 萬 | 0.2% | +6,089 | 新進 | – |
| PFEPfizer Inc | Stock | 13,945 | $35.3 萬 | 0.2% | +7+0.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 12,415 | $35.1 萬 | 0.2% | −248−2.0% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 3,891 | $35.0 萬 | 0.2% | +289+8.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 638 | $35.0 萬 | 0.2% | +109+20.6% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 7,545 | $34.5 萬 | 0.2% | +39+0.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,263 | $33.9 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 10,964 | $33.7 萬 | 0.2% | −988−8.3% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 5,110 | $31.5 萬 | 0.2% | +20+0.4% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,485 | $30.9 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,480 | $30.6 萬 | 0.1% | −199−7.4% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,154 | $29.7 萬 | 0.1% | +6+0.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 4,589 | $29.1 萬 | 0.1% | +4,589 | 新進 | 歷史 |
| ENBEnbridge Inc | Stock | 6,458 | $28.6 萬 | 0.1% | −100−1.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,565 | $27.8 萬 | 0.1% | +590+29.9% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,538 | $27.2 萬 | 0.1% | −215−4.5% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,627 | $27.0 萬 | 0.1% | +44+0.8% | 加碼 | 歷史 |
| AEEAmeren Corp | COM | 2,606 | $26.2 萬 | 0.1% | +9+0.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,907 | $26.1 萬 | 0.1% | +255+9.6% | 加碼 | 歷史 |
| BPBP PLC | ADR | 7,690 | $26.0 萬 | 0.1% | −49−0.6% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 651 | $25.0 萬 | 0.1% | +32+5.2% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,452 | $24.8 萬 | 0.1% | +11+0.3% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,229 | $24.4 萬 | 0.1% | +17+0.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 461 | $24.2 萬 | 0.1% | +41+9.8% | 加碼 | 歷史 |