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 |
|---|---|---|---|---|---|---|---|
| PGProcter & Gamble Co | Stock | 13,005 | $199.8 萬 | 0.8% | −309−2.3% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,466 | $223.0 萬 | 0.9% | −54−1.2% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 45,901 | $240.1 萬 | 1.0% | −172−0.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 10,885 | $277.2 萬 | 1.1% | +187+1.7% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 35,566 | $316.4 萬 | 1.3% | +7,323+25.9% | 加碼 | – |
| WMTWalmart Inc. | Stock | 32,292 | $332.8 萬 | 1.3% | −336−1.0% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 174,693 | $517.8 萬 | 2.1% | +5,395+3.2% | 加碼 | – |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 83,985 | $522.8 萬 | 2.1% | −196−0.2% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 188,604 | $526.2 萬 | 2.1% | +2,128+1.1% | 加碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 97,001 | $540.4 萬 | 2.2% | +42,213+77.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,236 | $737.3 萬 | 2.9% | +65+0.5% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 109,926 | $817.5 萬 | 3.3% | −17,736−13.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 114,884 | $918.3 萬 | 3.7% | +3,958+3.6% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 212,141 | $918.6 萬 | 3.7% | −5,788−2.7% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 179,344 | $951.1 萬 | 3.8% | −19,067−9.6% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 354,709 | $1,132 萬 | 4.5% | +27,364+8.4% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 550,593 | $1,282 萬 | 5.1% | +43,527+8.6% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 152,597 | $1,283 萬 | 5.1% | +63,382+71.0% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 259,474 | $1,766 萬 | 7.0% | +17,957+7.4% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 656,429 | $1,792 萬 | 7.1% | −9,359−1.4% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,196,828 | $3,152 萬 | 12.6% | −11,119−0.9% | 減碼 | – |