Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- 最新申報
- 2026/7/31
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/18 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 115
- 較 2025 年第 1 季 +8
- 總值
- $2.27 億
- 較 2025 年第 1 季 +$1,749 萬 (+8.3%)
| 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 | 1,207,947 | $2,952 萬 | 13.0% | +10,106+0.8% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 665,788 | $1,764 萬 | 7.8% | −14,832−2.2% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 241,517 | $1,544 萬 | 6.8% | +12,865+5.6% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 507,066 | $1,121 萬 | 4.9% | +14,469+2.9% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 198,411 | $1,047 萬 | 4.6% | +2,210+1.1% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 327,345 | $956.2 萬 | 4.2% | +28,532+9.5% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 217,929 | $940.1 萬 | 4.1% | +5,583+2.6% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 127,662 | $940.0 萬 | 4.1% | +3,441+2.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 110,926 | $881.9 萬 | 3.9% | +5,311+5.0% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 89,215 | $739.8 萬 | 3.3% | +3,008+3.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,171 | $704.9 萬 | 3.1% | −85−0.6% | 減碼 | 歷史 |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 84,181 | $501.4 萬 | 2.2% | +2,394+2.9% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 169,298 | $474.9 萬 | 2.1% | +4,585+2.8% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 186,476 | $471.8 萬 | 2.1% | +5,750+3.2% | 加碼 | – |
| WMTWalmart Inc. | Stock | 32,628 | $319.0 萬 | 1.4% | +111+0.3% | 加碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 54,788 | $285.0 萬 | 1.3% | +31,517+135.4% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 28,243 | $236.5 萬 | 1.0% | +6,493+29.9% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 46,073 | $230.9 萬 | 1.0% | +337+0.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,698 | $219.5 萬 | 1.0% | +154+1.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,314 | $212.1 萬 | 0.9% | +33+0.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,520 | $209.3 萬 | 0.9% | +21+0.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,473 | $189.1 萬 | 0.8% | +27+0.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 8,138 | $186.2 萬 | 0.8% | +10.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,246 | $181.1 萬 | 0.8% | +104+1.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,289 | $178.4 萬 | 0.8% | +3+0.1% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 48,998 | $155.6 萬 | 0.7% | +1,059+2.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 9,813 | $149.9 萬 | 0.7% | +58+0.6% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 22,698 | $144.6 萬 | 0.6% | +3,065+15.6% | 加碼 | – |
| SOSouthern Co | Stock | 15,252 | $140.1 萬 | 0.6% | +83+0.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,444 | $134.8 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 25,878 | $132.0 萬 | 0.6% | −5,404−17.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 5,898 | $129.4 萬 | 0.6% | +298+5.3% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 7,654 | $111.3 萬 | 0.5% | +38+0.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 15,375 | $108.8 萬 | 0.5% | +80+0.5% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 30,329 | $108.1 萬 | 0.5% | +10,835+55.6% | 加碼 | – |
| DEDeere & Co | Stock | 2,118 | $107.7 萬 | 0.5% | −50−2.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 8,111 | $107.1 萬 | 0.5% | +222+2.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,676 | $103.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,568 | $103.1 萬 | 0.5% | +59+0.6% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 17,881 | $98.5 萬 | 0.4% | +2,220+14.2% | 加碼 | – |
| TGTTarget Corp | Stock | 9,368 | $92.4 萬 | 0.4% | +87+0.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,478 | $91.7 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,634 | $91.6 萬 | 0.4% | −202−1.7% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 6,775 | $79.9 萬 | 0.4% | +40+0.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,717 | $79.9 萬 | 0.4% | +20+0.2% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 8,781 | $79.8 萬 | 0.4% | −267−3.0% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 6,550 | $78.6 萬 | 0.3% | −180−2.7% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 10,160 | $78.6 萬 | 0.3% | +51+0.5% | 加碼 | – |
| CVXChevron Corp | Stock | 5,437 | $77.9 萬 | 0.3% | +186+3.5% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,188 | $76.3 萬 | 0.3% | −46−1.1% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,716 | $76.0 萬 | 0.3% | +528+24.1% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 32,332 | $75.1 萬 | 0.3% | +3,422+11.8% | 加碼 | – |
| SYYSysco Corp | Stock | 9,596 | $72.7 萬 | 0.3% | +45+0.5% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 15,680 | $71.0 萬 | 0.3% | −329−2.1% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 22,631 | $70.2 萬 | 0.3% | +276+1.2% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 6,261 | $62.8 萬 | 0.3% | −50−0.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,562 | $62.8 萬 | 0.3% | +62+1.8% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 10,520 | $60.6 萬 | 0.3% | +137+1.3% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,371 | $60.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 11,567 | $59.9 萬 | 0.3% | −770−6.2% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 558 | $58.6 萬 | 0.3% | +1+0.2% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,539 | $58.5 萬 | 0.3% | +68+1.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 13,412 | $58.0 萬 | 0.3% | +257+2.0% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 8,945 | $54.7 萬 | 0.2% | +31+0.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 9,136 | $54.6 萬 | 0.2% | +3,047+50.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,552 | $54.5 萬 | 0.2% | +5,119+115.5% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 9,169 | $53.8 萬 | 0.2% | +86+0.9% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,716 | $48.4 萬 | 0.2% | +75+4.6% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 5,849 | $48.0 萬 | 0.2% | +33+0.6% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 4,639 | $46.8 萬 | 0.2% | +216+4.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 9,798 | $46.4 萬 | 0.2% | +668+7.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,209 | $42.9 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,635 | $41.6 萬 | 0.2% | +70+2.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,496 | $41.2 萬 | 0.2% | +157+11.7% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,013 | $41.0 萬 | 0.2% | +11+0.4% | 加碼 | 歷史 |
| KKellanova | Stock | 5,119 | $40.7 萬 | 0.2% | −330−6.1% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 7,495 | $39.4 萬 | 0.2% | −50−0.7% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 3,723 | $39.3 萬 | 0.2% | +9+0.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,060 | $38.9 萬 | 0.2% | +15+1.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,348 | $37.6 萬 | 0.2% | +8+0.6% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,665 | $36.9 萬 | 0.2% | +6+0.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 12,694 | $36.7 萬 | 0.2% | +279+2.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 648 | $36.4 萬 | 0.2% | +10+1.6% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,160 | $36.3 萬 | 0.2% | +6+0.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 5,049 | $35.9 萬 | 0.2% | +460+10.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,160 | $35.8 萬 | 0.2% | +50+1.0% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 3,841 | $33.5 萬 | 0.1% | −50−1.3% | 減碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,538 | $33.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,212 | $33.1 萬 | 0.1% | −51−4.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,408 | $32.5 萬 | 0.1% | −537−3.9% | 減碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,490 | $32.5 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 6,458 | $29.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 9,339 | $28.7 萬 | 0.1% | −1,625−14.8% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 740 | $28.6 萬 | 0.1% | +89+13.7% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,405 | $28.5 萬 | 0.1% | −222−3.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 386 | $28.5 萬 | 0.1% | +386 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,506 | $28.1 萬 | 0.1% | +141+10.3% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,434 | $27.5 萬 | 0.1% | −18−0.5% | 減碼 | 歷史 |
| AEEAmeren Corp | COM | 2,716 | $26.1 萬 | 0.1% | +110+4.2% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,096 | $25.0 萬 | 0.1% | −384−15.5% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。