Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- 最新申報
- 2026/7/31
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/21 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 125
- 較 2025 年第 4 季 −1
- 總值
- $2.84 億
- 較 2025 年第 4 季 +$1,806 萬 (+6.8%)
| 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 | 1,203,797 | $3,087 萬 | 10.9% | +4,725+0.4% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 683,687 | $2,098 萬 | 7.4% | +43,125+6.7% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 295,478 | $2,074 萬 | 7.3% | +25,226+9.3% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 183,084 | $1,515 萬 | 5.3% | +18,732+11.4% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 598,620 | $1,482 萬 | 5.2% | +26,027+4.5% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 382,365 | $1,114 萬 | 3.9% | +19,866+5.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 137,735 | $1,092 萬 | 3.9% | +13,113+10.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 140,551 | $1,035 萬 | 3.6% | +29,717+26.8% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 236,270 | $999.7 萬 | 3.5% | +17,703+8.1% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 189,288 | $994.9 萬 | 3.5% | +10,492+5.9% | 加碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 140,730 | $777.4 萬 | 2.7% | +24,856+21.5% | 加碼 | – |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 83,638 | $568.6 萬 | 2.0% | −650−0.8% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 191,821 | $557.8 萬 | 2.0% | +337+0.2% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 180,170 | $557.8 萬 | 2.0% | +2,563+1.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,542 | $538.3 萬 | 1.9% | +106+0.7% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 83,364 | $424.7 萬 | 1.5% | +15,194+22.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 31,552 | $392.1 萬 | 1.4% | −592−1.8% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 44,252 | $388.7 萬 | 1.4% | +3,776+9.3% | 加碼 | – |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 78,461 | $312.4 萬 | 1.1% | +24,293+44.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,700 | $271.6 萬 | 1.0% | −196−1.8% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,484 | $271.0 萬 | 1.0% | −44−1.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 47,361 | $248.8 萬 | 0.9% | +516+1.1% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 34,763 | $247.3 萬 | 0.9% | +4,344+14.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 10,014 | $244.8 萬 | 0.9% | −181−1.8% | 減碼 | 歷史 |
| WisdomTree Tr97717W547 | US VALUE FD | 25,744 | $243.9 萬 | 0.9% | +12,925+100.8% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,216 | $203.9 萬 | 0.7% | −78−3.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,482 | $201.5 萬 | 0.7% | +22+0.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,370 | $193.1 萬 | 0.7% | +50+0.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 8,207 | $188.6 萬 | 0.7% | −89−1.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,287 | $184.9 萬 | 0.7% | −45−0.7% | 減碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 48,861 | $175.6 萬 | 0.6% | −195−0.4% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 9,995 | $169.6 萬 | 0.6% | −70−0.7% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,432 | $158.8 萬 | 0.6% | +278+12.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,560 | $147.8 萬 | 0.5% | +10.0% | 加碼 | – |
| SOSouthern Co | Stock | 15,236 | $147.1 萬 | 0.5% | +43+0.3% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 62,322 | $144.7 萬 | 0.5% | −8,106−11.5% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,874 | $140.0 萬 | 0.5% | +909+22.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 6,353 | $132.3 萬 | 0.5% | +130+2.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 8,353 | $129.7 萬 | 0.5% | +103+1.2% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 20,311 | $127.1 萬 | 0.4% | +910+4.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 20,748 | $123.6 萬 | 0.4% | +5,274+34.1% | 加碼 | – |
| CVXChevron Corp | Stock | 5,884 | $121.7 萬 | 0.4% | +4+0.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 15,679 | $119.2 萬 | 0.4% | −253−1.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 2,099 | $118.2 萬 | 0.4% | +4+0.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,981 | $114.5 萬 | 0.4% | +288+7.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,676 | $109.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 16,291 | $104.4 萬 | 0.4% | +3,783+30.2% | 加碼 | – |
| TGTTarget Corp | Stock | 8,577 | $104.0 萬 | 0.4% | −317−3.6% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 7,313 | $95.8 萬 | 0.3% | −41−0.6% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 6,525 | $88.7 萬 | 0.3% | −628−8.8% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 23,341 | $88.3 萬 | 0.3% | +259+1.1% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,153 | $87.4 萬 | 0.3% | −79−0.7% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 15,354 | $79.9 萬 | 0.3% | −437−2.8% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 15,789 | $79.3 萬 | 0.3% | −94−0.6% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,616 | $76.3 萬 | 0.3% | −7−0.2% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,433 | $75.5 萬 | 0.3% | −234−2.7% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 8,817 | $75.2 萬 | 0.3% | −109−1.2% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 9,674 | $74.7 萬 | 0.3% | −122−1.2% | 減碼 | – |
| PAYXPaychex Inc | Stock | 7,812 | $72.0 萬 | 0.3% | −209−2.6% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 4,544 | $68.8 萬 | 0.2% | +1,643+56.6% | 加碼 | – |
| EDConsolidated Edison Inc | Stock | 6,018 | $68.1 萬 | 0.2% | +29+0.5% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 10,978 | $67.2 萬 | 0.2% | −287−2.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,825 | $66.7 萬 | 0.2% | +512+15.5% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 9,153 | $65.3 萬 | 0.2% | −156−1.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,055 | $63.6 萬 | 0.2% | +350+20.5% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,371 | $63.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 9,483 | $62.6 萬 | 0.2% | −295−3.0% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 5,589 | $57.9 萬 | 0.2% | −104−1.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,618 | $56.9 萬 | 0.2% | +7+0.4% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 5,933 | $53.0 萬 | 0.2% | +24+0.4% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 549 | $52.8 萬 | 0.2% | +2+0.4% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 4,771 | $52.7 萬 | 0.2% | +1,716+56.2% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 5,172 | $50.9 萬 | 0.2% | +244+5.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,634 | $49.4 萬 | 0.2% | +165+11.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 10,070 | $49.1 萬 | 0.2% | −253−2.5% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 9,935 | $46.6 萬 | 0.2% | +4,842+95.1% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 4,673 | $45.1 萬 | 0.2% | −208−4.3% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,103 | $44.4 萬 | 0.2% | −67−3.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,631 | $43.7 萬 | 0.2% | +129+3.7% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 7,607 | $43.3 萬 | 0.2% | −242−3.1% | 減碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,538 | $42.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,242 | $42.0 萬 | 0.1% | +164+15.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,750 | $41.3 萬 | 0.1% | +128+7.9% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,908 | $39.7 萬 | 0.1% | +10+0.5% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 7,317 | $39.6 萬 | 0.1% | −400−5.2% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 3,589 | $39.4 萬 | 0.1% | −82−2.2% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 13,240 | $38.4 萬 | 0.1% | −203−1.5% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,514 | $37.9 萬 | 0.1% | +116+0.9% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,303 | $37.8 萬 | 0.1% | +21+1.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,753 | $36.9 萬 | 0.1% | −60−1.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,957 | $36.8 萬 | 0.1% | +171+4.5% | 加碼 | 歷史 |
| BPBP PLC | ADR | 7,803 | $36.7 萬 | 0.1% | +52+0.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,114 | $36.6 萬 | 0.1% | +33+3.1% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 4,977 | $36.2 萬 | 0.1% | −248−4.7% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,741 | $35.9 萬 | 0.1% | +119+4.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 700 | $35.0 萬 | 0.1% | +32+4.8% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,598 | $34.3 萬 | 0.1% | +115+4.6% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 1,874 | $34.1 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 2,603 | $34.1 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 589 | $33.7 萬 | 0.1% | +149+33.9% | 加碼 | 歷史 |
2025 年第 4 季之後清倉（4 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。