Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- 最新申報
- 2026/7/31
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/22 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 126
- 較 2025 年第 3 季 +5
- 總值
- $2.66 億
- 較 2025 年第 3 季 +$1,443 萬 (+5.7%)
| 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 | 1,199,072 | $3,227 萬 | 12.2% | +2,244+0.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 270,252 | $1,876 萬 | 7.1% | +10,778+4.2% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 640,562 | $1,757 萬 | 6.6% | −15,867−2.4% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 572,593 | $1,377 萬 | 5.2% | +22,000+4.0% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 164,352 | $1,376 萬 | 5.2% | +11,755+7.7% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 362,499 | $1,182 萬 | 4.5% | +7,790+2.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 124,622 | $993.6 萬 | 3.7% | +9,738+8.5% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 178,796 | $945.5 萬 | 3.6% | −548−0.3% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 218,567 | $937.0 萬 | 3.5% | +6,426+3.0% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 110,834 | $821.0 萬 | 3.1% | +908+0.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,436 | $698.2 萬 | 2.6% | +200+1.4% | 加碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 115,874 | $656.9 萬 | 2.5% | +18,873+19.5% | 加碼 | – |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 84,288 | $555.0 萬 | 2.1% | +303+0.4% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 191,484 | $545.3 萬 | 2.1% | +2,880+1.5% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 177,607 | $534.1 萬 | 2.0% | +2,914+1.7% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 40,476 | $362.0 萬 | 1.4% | +4,910+13.8% | 加碼 | – |
| WMTWalmart Inc. | Stock | 32,144 | $358.1 萬 | 1.3% | −148−0.5% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 68,170 | $346.7 萬 | 1.3% | +34,795+104.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,896 | $296.2 萬 | 1.1% | +11+0.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,294 | $246.6 萬 | 0.9% | +7+0.3% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 46,845 | $241.7 萬 | 0.9% | +944+2.1% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 4,528 | $219.0 萬 | 0.8% | +62+1.4% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 30,419 | $211.9 萬 | 0.8% | +2,210+7.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 10,195 | $211.0 萬 | 0.8% | +22+0.2% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 54,168 | $210.7 萬 | 0.8% | +16,014+42.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 6,332 | $204.0 萬 | 0.8% | +22+0.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,460 | $197.4 萬 | 0.7% | +101+1.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,320 | $190.9 萬 | 0.7% | +315+2.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 8,296 | $182.3 萬 | 0.7% | +114+1.4% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 70,428 | $164.6 萬 | 0.6% | +70+0.1% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 49,056 | $164.1 萬 | 0.6% | +38+0.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,559 | $157.2 萬 | 0.6% | +100+4.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,154 | $147.5 萬 | 0.6% | +589+37.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 6,223 | $143.6 萬 | 0.5% | +232+3.9% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 15,193 | $132.5 萬 | 0.5% | +144+1.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,065 | $121.1 萬 | 0.5% | −155−1.5% | 減碼 | 歷史 |
| WisdomTree Tr97717W547 | US VALUE FD | 12,819 | $119.6 萬 | 0.5% | +12,819 | 新進 | – |
| PEPPepsiCo Inc | Stock | 8,250 | $118.4 萬 | 0.4% | +155+1.9% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 19,401 | $116.7 萬 | 0.4% | +336+1.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,693 | $115.6 萬 | 0.4% | +41+1.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,965 | $115.1 萬 | 0.4% | +357+9.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,676 | $114.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 15,932 | $111.4 萬 | 0.4% | +417+2.7% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,095 | $97.6 萬 | 0.4% | +4+0.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 15,474 | $92.7 萬 | 0.3% | +1,803+13.2% | 加碼 | – |
| PAYXPaychex Inc | Stock | 8,021 | $90.0 萬 | 0.3% | +323+4.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 5,880 | $89.6 萬 | 0.3% | +405+7.4% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,232 | $88.5 萬 | 0.3% | −170−1.5% | 減碼 | – |
| TGTTarget Corp | Stock | 8,894 | $86.9 萬 | 0.3% | +91+1.0% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 7,354 | $86.2 萬 | 0.3% | +40+0.5% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 15,791 | $84.3 萬 | 0.3% | +10+0.1% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,508 | $78.1 萬 | 0.3% | +965+8.4% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 9,796 | $76.3 萬 | 0.3% | +67+0.7% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 4,623 | $74.1 萬 | 0.3% | +26+0.6% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 23,082 | $74.0 萬 | 0.3% | +285+1.3% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,667 | $73.0 萬 | 0.3% | +237+2.8% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 8,926 | $70.5 萬 | 0.3% | +269+3.1% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 9,309 | $68.6 萬 | 0.3% | −182−1.9% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,371 | $65.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 15,883 | $64.7 萬 | 0.2% | +770+5.1% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 11,265 | $63.5 萬 | 0.2% | +946+9.2% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 7,153 | $62.6 萬 | 0.2% | −233−3.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,313 | $61.8 萬 | 0.2% | +491+17.4% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 5,989 | $59.5 萬 | 0.2% | −6−0.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,705 | $59.0 萬 | 0.2% | −8−0.5% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 547 | $58.5 萬 | 0.2% | −2−0.4% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 5,693 | $57.4 萬 | 0.2% | −348−5.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 10,323 | $56.8 萬 | 0.2% | −90−0.9% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 9,778 | $56.4 萬 | 0.2% | +501+5.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,611 | $52.7 萬 | 0.2% | +12+0.8% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 5,909 | $52.0 萬 | 0.2% | +32+0.5% | 加碼 | – |
| VVisa Inc. | Stock | 1,469 | $51.5 萬 | 0.2% | +192+15.0% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 7,849 | $51.3 萬 | 0.2% | +7,849 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,881 | $49.2 萬 | 0.2% | +217+4.7% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,928 | $48.9 萬 | 0.2% | +326+7.1% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,170 | $44.6 萬 | 0.2% | +5+0.2% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,538 | $42.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,901 | $40.9 萬 | 0.2% | +2,901 | 新進 | – |
| AFLAflac Inc | Stock | 3,671 | $40.5 萬 | 0.2% | −61−1.6% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,898 | $39.6 萬 | 0.1% | +20+1.1% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 8,495 | $39.5 萬 | 0.1% | −1,407−14.2% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,622 | $39.1 萬 | 0.1% | −145−8.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,090 | $38.7 萬 | 0.1% | −36−1.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 668 | $38.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,081 | $37.2 萬 | 0.1% | −10−0.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,813 | $37.1 萬 | 0.1% | −44−0.9% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 7,717 | $36.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,502 | $36.9 萬 | 0.1% | +435+14.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,122 | $35.2 萬 | 0.1% | −30−2.6% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 2,600 | $34.5 萬 | 0.1% | +2,600 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 3,519 | $33.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 13,443 | $33.4 萬 | 0.1% | +246+1.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,398 | $33.4 萬 | 0.1% | +258+2.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,078 | $32.8 萬 | 0.1% | −39−3.5% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,510 | $32.7 萬 | 0.1% | +11+0.3% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,483 | $31.7 萬 | 0.1% | +227+10.1% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,282 | $31.7 萬 | 0.1% | −167−11.5% | 減碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 3,055 | $31.2 萬 | 0.1% | −47−1.5% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 1,168 | $30.9 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,786 | $30.4 萬 | 0.1% | +325+9.4% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（4 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。