跳到主要內容

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。

機構總覽
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%)
申報日
2026/4/21
SEC
Powers Advisory Group, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
RTXRTX CorpStock1,074$20.7 萬0.1%−51−4.5%減碼歷史
iShares Tr464288448INTL SEL DIV ETF5,051$21.5 萬0.1%+5,051新進–
EOGEOG Resources IncStock1,511$21.8 萬0.1%+1,511新進歷史
Vanguard Morningstar Small-Cap ETF922908751ETF844$22.1 萬0.1%+3+0.4%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF4,106$22.2 萬0.1%+4,106新進–
CRMSalesforce, Inc.Stock1,218$22.7 萬0.1%+50+4.3%加碼歷史
CATCaterpillar IncStock332$23.5 萬0.1%−40−10.8%減碼歷史
NKENIKE, Inc.Stock4,498$23.8 萬0.1%−246−5.2%減碼歷史
MSMorgan StanleyStock1,447$23.8 萬0.1%+4+0.3%加碼歷史
BRK.BBerkshire Hathaway IncStock507$24.3 萬0.1%+97+23.7%加碼歷史
TXNTexas Instruments IncStock1,298$25.2 萬0.1%+2+0.2%加碼歷史
Vanguard Utilities ETF92204A876ETF1,292$25.6 萬0.1%+7+0.5%加碼–
WisdomTree Tr97717W208US HIGH DIVIDEND2,346$25.6 萬0.1%+313+15.4%加碼–
ABBVAbbVie Inc.Stock1,184$25.7 萬0.1%−46−3.7%減碼歷史
PIMCO ETF Tr72201R866INTER MUN BD ACT5,168$27.0 萬0.1%+31+0.6%加碼–
UNPUnion Pacific CorpStock1,126$27.3 萬0.1%+85+8.2%加碼歷史
PANWPalo Alto Networks IncStock1,736$27.8 萬0.1%+152+9.6%加碼歷史
WFCWells Fargo & CompanyStock3,513$28.0 萬0.1%+3+0.1%加碼歷史
GSKGSK plcADR5,184$28.6 萬0.1%+10.0%加碼歷史
DRIDarden Restaurants IncCOM1,482$29.0 萬0.1%+5+0.3%加碼歷史
MDTMedtronic plcStock3,374$29.2 萬0.1%−145−4.1%減碼歷史
GISGeneral Mills IncStock7,864$29.3 萬0.1%−631−7.4%減碼歷史
AEEAmeren CorpCOM2,744$30.2 萬0.1%+9+0.3%加碼歷史
GOOGAlphabet Inc.Stock1,122$32.2 萬0.1%00.0%不變歷史
ABTAbbott LaboratoriesStock3,281$33.7 萬0.1%+191+6.2%加碼歷史
METAMeta Platforms, Inc.Stock589$33.7 萬0.1%+149+33.9%加碼歷史
EMREmerson Electric CoStock2,603$34.1 萬0.1%+3+0.1%加碼歷史
PSXPhillips 66Stock1,874$34.1 萬0.1%+1+0.1%加碼歷史
PLDPrologis, Inc.REIT2,598$34.3 萬0.1%+115+4.6%加碼歷史
MAMastercard IncStock700$35.0 萬0.1%+32+4.8%加碼歷史
AEPAmerican Electric Power Co IncStock2,741$35.9 萬0.1%+119+4.5%加碼歷史
ADMArcher-Daniels-Midland CoStock4,977$36.2 萬0.1%−248−4.7%減碼歷史
HDHome Depot, Inc.Stock1,114$36.6 萬0.1%+33+3.1%加碼歷史
BPBP PLCADR7,803$36.7 萬0.1%+52+0.7%加碼歷史
NEENextera Energy IncStock3,957$36.8 萬0.1%+171+4.5%加碼歷史
CSCOCisco Systems, Inc.Stock4,753$36.9 萬0.1%−60−1.2%減碼歷史
APDAir Products & Chemicals, Inc.Stock1,303$37.8 萬0.1%+21+1.6%加碼歷史
PFEPfizer IncStock13,514$37.9 萬0.1%+116+0.9%加碼歷史
TAT&T Inc.Stock13,240$38.4 萬0.1%−203−1.5%減碼歷史
AFLAflac IncStock3,589$39.4 萬0.1%−82−2.2%減碼歷史
ENBEnbridge IncStock7,317$39.6 萬0.1%−400−5.2%減碼歷史
PNCPNC Financial Services Group, Inc.Stock1,908$39.7 萬0.1%+10+0.5%加碼歷史
LOWLowes Companies IncStock1,750$41.3 萬0.1%+128+7.9%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,242$42.0 萬0.1%+164+15.2%加碼歷史
TDToronto Dominion BankStock4,538$42.3 萬0.1%00.0%不變歷史
ULUnilever PLCSPON ADR NEW7,607$43.3 萬0.2%−242−3.1%減碼歷史
MRKMerck & Co., Inc.Stock3,631$43.7 萬0.2%+129+3.7%加碼歷史
CAHCardinal Health IncStock2,103$44.4 萬0.2%−67−3.1%減碼歷史
KMBKimberly Clark CorpStock4,673$45.1 萬0.2%−208−4.3%減碼歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF9,935$46.6 萬0.2%+4,842+95.1%加碼–
BACBank of America CorpStock10,070$49.1 萬0.2%−253−2.5%減碼歷史
VVisa Inc.Stock1,634$49.4 萬0.2%+165+11.2%加碼歷史
UPSUnited Parcel Service IncStock5,172$50.9 萬0.2%+244+5.0%加碼歷史
American Centy ETF Tr025072877US SML CP VALU4,771$52.7 萬0.2%+1,716+56.2%加碼–
BLKBlackRock, Inc.Stock549$52.8 萬0.2%+2+0.4%加碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD5,933$53.0 萬0.2%+24+0.4%加碼–
AMGNAmgen IncStock1,618$56.9 萬0.2%+7+0.4%加碼歷史
CLXClorox CoStock5,589$57.9 萬0.2%−104−1.8%減碼歷史
MOAltria Group, Inc.Stock9,483$62.6 萬0.2%−295−3.0%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,371$63.5 萬0.2%00.0%不變歷史
AVGOBroadcom Inc.Stock2,055$63.6 萬0.2%+350+20.5%加碼歷史
SYYSysco CorpStock9,153$65.3 萬0.2%−156−1.7%減碼歷史
NVDANVIDIA CorpStock3,825$66.7 萬0.2%+512+15.5%加碼歷史
ORealty Income CorpREIT10,978$67.2 萬0.2%−287−2.5%減碼歷史
EDConsolidated Edison IncStock6,018$68.1 萬0.2%+29+0.5%加碼歷史
iShares Select Dividend ETF464287168ETF4,544$68.8 萬0.2%+1,643+56.6%加碼–
PAYXPaychex IncStock7,812$72.0 萬0.3%−209−2.6%減碼歷史
Vanguard Intermediate-Term Bond ETF921937819ETF9,674$74.7 萬0.3%−122−1.2%減碼–
CLColgate Palmolive CoStock8,817$75.2 萬0.3%−109−1.2%減碼歷史
SBUXStarbucks CorpStock8,433$75.5 萬0.3%−234−2.7%減碼歷史
PMPhilip Morris International Inc.Stock4,616$76.3 萬0.3%−7−0.2%減碼歷史
VZVerizon Communications IncStock15,789$79.3 萬0.3%−94−0.6%減碼歷史
USBUS Bancorp DECOM NEW15,354$79.9 萬0.3%−437−2.8%減碼歷史
Vanguard Short-Term Bond ETF921937827ETF11,153$87.4 萬0.3%−79−0.7%減碼–
EPDEnterprise Products Partners L.P.Stock23,341$88.3 萬0.3%+259+1.1%加碼歷史
GLWCorning IncCOM6,525$88.7 萬0.3%−628−8.8%減碼歷史
DUKDuke Energy CORPStock7,313$95.8 萬0.3%−41−0.6%減碼歷史
TGTTarget CorpStock8,577$104.0 萬0.4%−317−3.6%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF16,291$104.4 萬0.4%+3,783+30.2%加碼–
SPYSPDR S&P 500 ETF TrustETF1,676$109.0 萬0.4%00.0%不變歷史
GOOGLAlphabet Inc.Stock3,981$114.5 萬0.4%+288+7.8%加碼歷史
DEDeere & CoStock2,099$118.2 萬0.4%+4+0.2%加碼歷史
KOCoca Cola CoStock15,679$119.2 萬0.4%−253−1.6%減碼歷史
CVXChevron CorpStock5,884$121.7 萬0.4%+4+0.1%加碼歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS20,748$123.6 萬0.4%+5,274+34.1%加碼–
Pacer US Cash Cows 100 ETF69374H881ETF20,311$127.1 萬0.4%+910+4.7%加碼–
PEPPepsiCo IncStock8,353$129.7 萬0.5%+103+1.2%加碼歷史
AMZNAmazon Com IncStock6,353$132.3 萬0.5%+130+2.1%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF4,874$140.0 萬0.5%+909+22.9%加碼–
Schwab US Aggregate Bond ETF808524839ETF62,322$144.7 萬0.5%−8,106−11.5%減碼–
SOSouthern CoStock15,236$147.1 萬0.5%+43+0.3%加碼歷史
Invesco QQQ Trust Series I46090E103ETF2,560$147.8 萬0.5%+10.0%加碼–
iShares Core S&P 500 ETF464287200ETF2,432$158.8 萬0.6%+278+12.9%加碼–
XOMExxonMobil Holdings CorpCOM9,995$169.6 萬0.6%−70−0.7%減碼歷史
WisdomTree Tr97717W604US SMALLCAP DIVD48,861$175.6 萬0.6%−195−0.4%減碼–
JPMJPMorgan Chase & CoStock6,287$184.9 萬0.7%−45−0.7%減碼歷史
WMWaste Management IncStock8,207$188.6 萬0.7%−89−1.1%減碼歷史
PGProcter & Gamble CoStock13,370$193.1 萬0.7%+50+0.4%加碼歷史
MCDMcDonalds CorpStock6,482$201.5 萬0.7%+22+0.3%加碼歷史
LLYEli Lilly & CoStock2,216$203.9 萬0.7%−78−3.4%減碼歷史

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。

Powers Advisory Group, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
UNHUnitedHealth Group IncStock658$21.7 萬0.1%歷史
ADBEAdobe Inc.Stock614$21.5 萬0.1%歷史
iShares Tr464287721U.S. TECH ETF1,057$21.1 萬0.1%–
IBMInternational Business Machines CorpStock697$20.6 萬0.1%歷史