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 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W547 | US VALUE FD | 25,744 | $243.9 萬 | 0.9% | +12,925+100.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 10,014 | $244.8 萬 | 0.9% | −181−1.8% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 34,763 | $247.3 萬 | 0.9% | +4,344+14.3% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 47,361 | $248.8 萬 | 0.9% | +516+1.1% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 4,484 | $271.0 萬 | 1.0% | −44−1.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,700 | $271.6 萬 | 1.0% | −196−1.8% | 減碼 | 歷史 |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 78,461 | $312.4 萬 | 1.1% | +24,293+44.8% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 44,252 | $388.7 萬 | 1.4% | +3,776+9.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 31,552 | $392.1 萬 | 1.4% | −592−1.8% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 83,364 | $424.7 萬 | 1.5% | +15,194+22.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,542 | $538.3 萬 | 1.9% | +106+0.7% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 180,170 | $557.8 萬 | 2.0% | +2,563+1.4% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 191,821 | $557.8 萬 | 2.0% | +337+0.2% | 加碼 | – |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 83,638 | $568.6 萬 | 2.0% | −650−0.8% | 減碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 140,730 | $777.4 萬 | 2.7% | +24,856+21.5% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 189,288 | $994.9 萬 | 3.5% | +10,492+5.9% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 236,270 | $999.7 萬 | 3.5% | +17,703+8.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 140,551 | $1,035 萬 | 3.6% | +29,717+26.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 137,735 | $1,092 萬 | 3.9% | +13,113+10.5% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 382,365 | $1,114 萬 | 3.9% | +19,866+5.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 598,620 | $1,482 萬 | 5.2% | +26,027+4.5% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 183,084 | $1,515 萬 | 5.3% | +18,732+11.4% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 295,478 | $2,074 萬 | 7.3% | +25,226+9.3% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 683,687 | $2,098 萬 | 7.4% | +43,125+6.7% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,203,797 | $3,087 萬 | 10.9% | +4,725+0.4% | 加碼 | – |
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。