Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- 最新申報
- 2026/7/31
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/22 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 121
- 較 2025 年第 2 季 +6
- 總值
- $2.51 億
- 較 2025 年第 2 季 +$2,370 萬 (+10.4%)
| 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 | 1,196,828 | $3,152 萬 | 12.6% | −11,119−0.9% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 656,429 | $1,792 萬 | 7.1% | −9,359−1.4% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 259,474 | $1,766 萬 | 7.0% | +17,957+7.4% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 152,597 | $1,283 萬 | 5.1% | +63,382+71.0% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 550,593 | $1,282 萬 | 5.1% | +43,527+8.6% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 354,709 | $1,132 萬 | 4.5% | +27,364+8.4% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 179,344 | $951.1 萬 | 3.8% | −19,067−9.6% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 212,141 | $918.6 萬 | 3.7% | −5,788−2.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 114,884 | $918.3 萬 | 3.7% | +3,958+3.6% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 109,926 | $817.5 萬 | 3.3% | −17,736−13.9% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 14,236 | $737.3 萬 | 2.9% | +65+0.5% | 加碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 97,001 | $540.4 萬 | 2.2% | +42,213+77.0% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 188,604 | $526.2 萬 | 2.1% | +2,128+1.1% | 加碼 | – |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 83,985 | $522.8 萬 | 2.1% | −196−0.2% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 174,693 | $517.8 萬 | 2.1% | +5,395+3.2% | 加碼 | – |
| WMTWalmart Inc. | Stock | 32,292 | $332.8 萬 | 1.3% | −336−1.0% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 35,566 | $316.4 萬 | 1.3% | +7,323+25.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,885 | $277.2 萬 | 1.1% | +187+1.7% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 45,901 | $240.1 萬 | 1.0% | −172−0.4% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 4,466 | $223.0 萬 | 0.9% | −54−1.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,005 | $199.8 萬 | 0.8% | −309−2.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,310 | $199.0 萬 | 0.8% | +64+1.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,359 | $193.3 萬 | 0.8% | −114−1.8% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 28,209 | $193.1 萬 | 0.8% | +5,511+24.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 10,173 | $188.6 萬 | 0.8% | +360+3.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 8,182 | $180.7 萬 | 0.7% | +44+0.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,287 | $174.5 萬 | 0.7% | −2−0.1% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 33,375 | $170.5 萬 | 0.7% | +7,497+29.0% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 70,358 | $165.1 萬 | 0.7% | +38,026+117.6% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 49,018 | $165.1 萬 | 0.7% | +200.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,459 | $147.6 萬 | 0.6% | +15+0.6% | 加碼 | – |
| SOSouthern Co | Stock | 15,049 | $142.6 萬 | 0.6% | −203−1.3% | 減碼 | 歷史 |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 38,154 | $142.4 萬 | 0.6% | +7,825+25.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 5,991 | $131.5 萬 | 0.5% | +93+1.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,220 | $115.2 萬 | 0.5% | +652+6.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 8,095 | $113.7 萬 | 0.5% | −16−0.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,676 | $111.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 19,065 | $109.6 萬 | 0.4% | +1,184+6.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,608 | $106.0 萬 | 0.4% | +892+32.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,565 | $104.7 萬 | 0.4% | +87+5.9% | 加碼 | – |
| KOCoca Cola Co | Stock | 15,515 | $102.9 萬 | 0.4% | +140+0.9% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 7,698 | $97.6 萬 | 0.4% | +44+0.6% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,091 | $95.6 萬 | 0.4% | −27−1.3% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 7,314 | $90.5 萬 | 0.4% | +539+8.0% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,402 | $90.0 萬 | 0.4% | −232−2.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,652 | $88.8 萬 | 0.4% | +90+2.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 5,475 | $85.0 萬 | 0.3% | +38+0.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 13,671 | $82.1 萬 | 0.3% | +4,535+49.6% | 加碼 | – |
| TGTTarget Corp | Stock | 8,803 | $79.0 萬 | 0.3% | −565−6.0% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 9,491 | $78.1 萬 | 0.3% | −105−1.1% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 15,781 | $76.3 萬 | 0.3% | +101+0.6% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 9,729 | $76.0 萬 | 0.3% | −431−4.2% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 4,597 | $74.6 萬 | 0.3% | +409+9.8% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 6,041 | $74.5 萬 | 0.3% | −509−7.8% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,430 | $71.3 萬 | 0.3% | −287−3.3% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 22,797 | $71.3 萬 | 0.3% | +166+0.7% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 8,657 | $69.2 萬 | 0.3% | −124−1.4% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 11,543 | $69.2 萬 | 0.3% | +1,991+20.8% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 15,113 | $66.4 萬 | 0.3% | +1,701+12.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 549 | $64.0 萬 | 0.3% | −9−1.6% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,371 | $63.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 10,319 | $62.7 萬 | 0.2% | −201−1.9% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 9,277 | $61.3 萬 | 0.2% | +108+1.2% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 7,386 | $60.6 萬 | 0.2% | −109−1.5% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 5,995 | $60.3 萬 | 0.2% | −266−4.2% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,664 | $58.0 萬 | 0.2% | +125+2.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,713 | $56.5 萬 | 0.2% | +217+14.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 10,413 | $53.7 萬 | 0.2% | +615+6.3% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 8,942 | $53.0 萬 | 0.2% | −30.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,822 | $52.7 萬 | 0.2% | +187+7.1% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 5,877 | $51.1 萬 | 0.2% | +28+0.5% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 9,902 | $49.9 萬 | 0.2% | −1,665−14.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,599 | $45.1 萬 | 0.2% | +251+18.6% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,767 | $44.4 萬 | 0.2% | +102+6.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,091 | $44.2 萬 | 0.2% | +31+2.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,277 | $43.6 萬 | 0.2% | +68+5.6% | 加碼 | 歷史 |
| KKellanova | Stock | 5,148 | $42.2 萬 | 0.2% | +29+0.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,126 | $41.9 萬 | 0.2% | +113+3.8% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 3,732 | $41.7 萬 | 0.2% | +9+0.2% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,449 | $39.5 萬 | 0.2% | −267−15.6% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 7,717 | $38.9 萬 | 0.2% | +1,259+19.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,602 | $38.4 萬 | 0.2% | −37−0.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 668 | $38.0 萬 | 0.2% | +20+3.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,878 | $37.7 萬 | 0.2% | +372+24.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 13,197 | $37.3 萬 | 0.1% | +503+4.0% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,538 | $36.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 5,171 | $36.1 萬 | 0.1% | +122+2.4% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,165 | $34.0 萬 | 0.1% | +5+0.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 3,519 | $33.5 萬 | 0.1% | −322−8.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,140 | $33.5 萬 | 0.1% | −268−2.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,857 | $33.2 萬 | 0.1% | −303−5.9% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,117 | $31.2 萬 | 0.1% | +57+5.4% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,192 | $31.0 萬 | 0.1% | −213−3.9% | 減碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 3,102 | $30.9 萬 | 0.1% | +759+32.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 410 | $30.1 萬 | 0.1% | +24+6.2% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,653 | $29.8 萬 | 0.1% | +417+18.6% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,499 | $29.3 萬 | 0.1% | +65+1.9% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,440 | $29.3 萬 | 0.1% | +235+19.5% | 加碼 | 歷史 |
| AEEAmeren Corp | COM | 2,725 | $28.4 萬 | 0.1% | +9+0.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,152 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |