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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。

機構總覽
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%)
申報日
2025/10/22
SEC
Powers Advisory Group, LLC 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
IBMInternational Business Machines CorpStock715$20.2 萬0.1%−62−8.0%減碼歷史
TXNTexas Instruments IncStock1,103$20.3 萬0.1%−42−3.7%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF811$20.6 萬0.1%+811新進–
iShares Tr464287721U.S. TECH ETF1,081$21.2 萬0.1%+1,081新進–
MSMorgan StanleyStock1,387$22.1 萬0.1%+1,387新進歷史
GSKGSK plcADR5,182$22.4 萬0.1%+5,182新進歷史
IBITiShares Bitcoin Trust ETFETF3,564$23.2 萬0.1%+149+4.4%加碼歷史
iShares Tr464288687PFD AND INCM SEC7,541$23.8 萬0.1%−1,798−19.3%減碼–
Vanguard Utilities ETF92204A876ETF1,276$24.2 萬0.1%+7+0.6%加碼–
BRK.BBerkshire Hathaway IncStock487$24.5 萬0.1%+39+8.7%加碼歷史
UNPUnion Pacific CorpStock1,039$24.6 萬0.1%+39+3.9%加碼歷史
PSXPhillips 66Stock1,872$25.5 萬0.1%−224−10.7%減碼歷史
MRKMerck & Co., Inc.Stock3,067$25.7 萬0.1%+25+0.8%加碼歷史
PLDPrologis, Inc.REIT2,256$25.8 萬0.1%+123+5.8%加碼歷史
NEENextera Energy IncStock3,461$26.1 萬0.1%+27+0.8%加碼歷史
BPBP PLCADR7,682$26.5 萬0.1%−82−1.1%減碼歷史
ADBEAdobe Inc.Stock752$26.5 萬0.1%+12+1.6%加碼歷史
PIMCO ETF Tr72201R866INTER MUN BD ACT5,105$26.7 萬0.1%+5,105新進–
CRMSalesforce, Inc.Stock1,167$27.7 萬0.1%−45−3.7%減碼歷史
DRIDarden Restaurants IncCOM1,471$28.0 萬0.1%−19−1.3%減碼歷史
ABBVAbbVie Inc.Stock1,211$28.0 萬0.1%+1,211新進歷史
GOOGAlphabet Inc.Stock1,152$28.1 萬0.1%00.0%不變歷史
AEEAmeren CorpCOM2,725$28.4 萬0.1%+9+0.3%加碼歷史
PANWPalo Alto Networks IncStock1,440$29.3 萬0.1%+235+19.5%加碼歷史
WFCWells Fargo & CompanyStock3,499$29.3 萬0.1%+65+1.9%加碼歷史
AEPAmerican Electric Power Co IncStock2,653$29.8 萬0.1%+417+18.6%加碼歷史
METAMeta Platforms, Inc.Stock410$30.1 萬0.1%+24+6.2%加碼歷史
American Centy ETF Tr025072877US SML CP VALU3,102$30.9 萬0.1%+759+32.4%加碼–
ADMArcher-Daniels-Midland CoStock5,192$31.0 萬0.1%−213−3.9%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,117$31.2 萬0.1%+57+5.4%加碼歷史
CSCOCisco Systems, Inc.Stock4,857$33.2 萬0.1%−303−5.9%減碼歷史
PFEPfizer IncStock13,140$33.5 萬0.1%−268−2.0%減碼歷史
MDTMedtronic plcStock3,519$33.5 萬0.1%−322−8.4%減碼歷史
CAHCardinal Health IncStock2,165$34.0 萬0.1%+5+0.2%加碼歷史
NKENIKE, Inc.Stock5,171$36.1 萬0.1%+122+2.4%加碼歷史
TDToronto Dominion BankStock4,538$36.3 萬0.1%00.0%不變歷史
TAT&T Inc.Stock13,197$37.3 萬0.1%+503+4.0%加碼歷史
PNCPNC Financial Services Group, Inc.Stock1,878$37.7 萬0.2%+372+24.7%加碼歷史
MAMastercard IncStock668$38.0 萬0.2%+20+3.1%加碼歷史
UPSUnited Parcel Service IncStock4,602$38.4 萬0.2%−37−0.8%減碼歷史
ENBEnbridge IncStock7,717$38.9 萬0.2%+1,259+19.5%加碼歷史
APDAir Products & Chemicals, Inc.Stock1,449$39.5 萬0.2%−267−15.6%減碼歷史
AFLAflac IncStock3,732$41.7 萬0.2%+9+0.2%加碼歷史
ABTAbbott LaboratoriesStock3,126$41.9 萬0.2%+113+3.8%加碼歷史
KKellanovaStock5,148$42.2 萬0.2%+29+0.6%加碼歷史
VVisa Inc.Stock1,277$43.6 萬0.2%+68+5.6%加碼歷史
HDHome Depot, Inc.Stock1,091$44.2 萬0.2%+31+2.9%加碼歷史
LOWLowes Companies IncStock1,767$44.4 萬0.2%+102+6.1%加碼歷史
AMGNAmgen IncStock1,599$45.1 萬0.2%+251+18.6%加碼歷史
GISGeneral Mills IncStock9,902$49.9 萬0.2%−1,665−14.4%減碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD5,877$51.1 萬0.2%+28+0.5%加碼–
NVDANVIDIA CorpStock2,822$52.7 萬0.2%+187+7.1%加碼歷史
ULUnilever PLCSPON ADR NEW8,942$53.0 萬0.2%−30.0%減碼歷史
BACBank of America CorpStock10,413$53.7 萬0.2%+615+6.3%加碼歷史
AVGOBroadcom Inc.Stock1,713$56.5 萬0.2%+217+14.5%加碼歷史
KMBKimberly Clark CorpStock4,664$58.0 萬0.2%+125+2.8%加碼歷史
EDConsolidated Edison IncStock5,995$60.3 萬0.2%−266−4.2%減碼歷史
GLWCorning IncCOM7,386$60.6 萬0.2%−109−1.5%減碼歷史
MOAltria Group, Inc.Stock9,277$61.3 萬0.2%+108+1.2%加碼歷史
ORealty Income CorpREIT10,319$62.7 萬0.2%−201−1.9%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,371$63.6 萬0.3%00.0%不變歷史
BLKBlackRock, Inc.Stock549$64.0 萬0.3%−9−1.6%減碼歷史
VZVerizon Communications IncStock15,113$66.4 萬0.3%+1,701+12.7%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF11,543$69.2 萬0.3%+1,991+20.8%加碼–
CLColgate Palmolive CoStock8,657$69.2 萬0.3%−124−1.4%減碼歷史
EPDEnterprise Products Partners L.P.Stock22,797$71.3 萬0.3%+166+0.7%加碼歷史
SBUXStarbucks CorpStock8,430$71.3 萬0.3%−287−3.3%減碼歷史
CLXClorox CoStock6,041$74.5 萬0.3%−509−7.8%減碼歷史
PMPhilip Morris International Inc.Stock4,597$74.6 萬0.3%+409+9.8%加碼歷史
Vanguard Intermediate-Term Bond ETF921937819ETF9,729$76.0 萬0.3%−431−4.2%減碼–
USBUS Bancorp DECOM NEW15,781$76.3 萬0.3%+101+0.6%加碼歷史
SYYSysco CorpStock9,491$78.1 萬0.3%−105−1.1%減碼歷史
TGTTarget CorpStock8,803$79.0 萬0.3%−565−6.0%減碼歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS13,671$82.1 萬0.3%+4,535+49.6%加碼–
CVXChevron CorpStock5,475$85.0 萬0.3%+38+0.7%加碼歷史
GOOGLAlphabet Inc.Stock3,652$88.8 萬0.4%+90+2.5%加碼歷史
Vanguard Short-Term Bond ETF921937827ETF11,402$90.0 萬0.4%−232−2.0%減碼–
DUKDuke Energy CORPStock7,314$90.5 萬0.4%+539+8.0%加碼歷史
DEDeere & CoStock2,091$95.6 萬0.4%−27−1.3%減碼歷史
PAYXPaychex IncStock7,698$97.6 萬0.4%+44+0.6%加碼歷史
KOCoca Cola CoStock15,515$102.9 萬0.4%+140+0.9%加碼歷史
iShares Core S&P 500 ETF464287200ETF1,565$104.7 萬0.4%+87+5.9%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF3,608$106.0 萬0.4%+892+32.8%加碼–
Pacer US Cash Cows 100 ETF69374H881ETF19,065$109.6 萬0.4%+1,184+6.6%加碼–
SPYSPDR S&P 500 ETF TrustETF1,676$111.7 萬0.4%00.0%不變歷史
PEPPepsiCo IncStock8,095$113.7 萬0.5%−16−0.2%減碼歷史
XOMExxonMobil Holdings CorpCOM10,220$115.2 萬0.5%+652+6.8%加碼歷史
AMZNAmazon Com IncStock5,991$131.5 萬0.5%+93+1.6%加碼歷史
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL38,154$142.4 萬0.6%+7,825+25.8%加碼–
SOSouthern CoStock15,049$142.6 萬0.6%−203−1.3%減碼歷史
Invesco QQQ Trust Series I46090E103ETF2,459$147.6 萬0.6%+15+0.6%加碼–
WisdomTree Tr97717W604US SMALLCAP DIVD49,018$165.1 萬0.7%+200.0%加碼–
Schwab US Aggregate Bond ETF808524839ETF70,358$165.1 萬0.7%+38,026+117.6%加碼–
iShares Tr46429B655FLTG RATE NT ETF33,375$170.5 萬0.7%+7,497+29.0%加碼–
LLYEli Lilly & CoStock2,287$174.5 萬0.7%−2−0.1%減碼歷史
WMWaste Management IncStock8,182$180.7 萬0.7%+44+0.5%加碼歷史
JNJJohnson & JohnsonStock10,173$188.6 萬0.8%+360+3.7%加碼歷史
Dimensional U.S. Small Cap ETF25434V500ETF28,209$193.1 萬0.8%+5,511+24.3%加碼–
MCDMcDonalds CorpStock6,359$193.3 萬0.8%−114−1.8%減碼歷史
JPMJPMorgan Chase & CoStock6,310$199.0 萬0.8%+64+1.0%加碼歷史