Powers Advisory Group, LLC
- SEC CIK
- 0001927474
- 最新申報
- 2026/7/31
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/31 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 130
- 較 2026 年第 1 季 +5
- 總值
- $3.19 億
- 較 2026 年第 1 季 +$3,550 萬 (+12.5%)
| 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 | 1,198,097 | $3,526 萬 | 11.1% | −5,700−0.5% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 317,138 | $2,404 萬 | 7.5% | +21,660+7.3% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 710,781 | $2,254 萬 | 7.1% | +27,094+4.0% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 613,588 | $1,700 萬 | 5.3% | +14,968+2.5% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 195,822 | $1,618 萬 | 5.1% | +12,738+7.0% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 407,333 | $1,378 萬 | 4.3% | +24,968+6.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 156,133 | $1,234 萬 | 3.9% | +18,398+13.4% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 163,579 | $1,201 萬 | 3.8% | +23,028+16.4% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 251,518 | $1,067 萬 | 3.3% | +15,248+6.5% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 190,125 | $996.4 萬 | 3.1% | +837+0.4% | 加碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 156,160 | $941.5 萬 | 3.0% | +15,430+11.0% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 192,801 | $696.6 萬 | 2.2% | +980+0.5% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 181,741 | $670.1 萬 | 2.1% | +1,571+0.9% | 加碼 | – |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 81,325 | $604.8 萬 | 1.9% | −2,313−2.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 14,098 | $525.9 萬 | 1.6% | −444−3.1% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 90,359 | $461.3 萬 | 1.4% | +6,995+8.4% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 48,081 | $459.8 萬 | 1.4% | +3,829+8.7% | 加碼 | – |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 99,984 | $427.1 萬 | 1.3% | +21,523+27.4% | 加碼 | – |
| WisdomTree Tr97717W547 | US VALUE FD | 33,843 | $344.3 萬 | 1.1% | +8,099+31.5% | 加碼 | – |
| WMTWalmart Inc. | Stock | 29,919 | $338.9 萬 | 1.1% | −1,633−5.2% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 38,176 | $314.3 萬 | 1.0% | +3,413+9.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,472 | $303.0 萬 | 0.9% | −228−2.1% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 46,923 | $265.2 萬 | 0.8% | −438−0.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 9,697 | $246.3 萬 | 0.8% | −317−3.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,964 | $235.5 萬 | 0.7% | −252−11.4% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,249 | $216.5 萬 | 0.7% | −235−5.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,227 | $203.8 萬 | 0.6% | −60−1.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 48,890 | $198.9 萬 | 0.6% | +29+0.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,560 | $188.5 萬 | 0.6% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 12,631 | $185.2 萬 | 0.6% | −739−5.5% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 22,455 | $180.9 萬 | 0.6% | +2,959+15.2% | 加碼依 4 比 1 拆股換算 | – |
| WMWaste Management Inc | Stock | 8,060 | $179.6 萬 | 0.6% | −147−1.8% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,349 | $175.9 萬 | 0.6% | −83−3.4% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 6,352 | $171.7 萬 | 0.5% | −130−2.0% | 減碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 65,200 | $150.8 萬 | 0.5% | +2,878+4.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,021 | $148.8 萬 | 0.5% | +4,021 | 新進 | – |
| SOSouthern Co | Stock | 15,114 | $144.7 萬 | 0.5% | −122−0.8% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 24,459 | $144.3 萬 | 0.5% | +3,711+17.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 20,240 | $144.2 萬 | 0.5% | +3,949+24.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 6,038 | $143.9 萬 | 0.5% | −315−5.0% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 5,437 | $138.9 萬 | 0.4% | −1,088−16.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,803 | $135.9 萬 | 0.4% | −178−4.5% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 15,779 | $134.9 萬 | 0.4% | +15,779 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 9,479 | $129.6 萬 | 0.4% | −516−5.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 15,705 | $127.6 萬 | 0.4% | +26+0.2% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,986 | $126.0 萬 | 0.4% | −113−5.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,676 | $125.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 19,953 | $124.1 萬 | 0.4% | −358−1.8% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 8,265 | $111.9 萬 | 0.4% | −88−1.1% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 8,294 | $108.3 萬 | 0.3% | −283−3.3% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 19,211 | $96.5 萬 | 0.3% | +19,211 | 新進 | – |
| DUKDuke Energy CORP | Stock | 7,308 | $92.5 萬 | 0.3% | −5−0.1% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 15,183 | $91.7 萬 | 0.3% | −171−1.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 5,510 | $91.3 萬 | 0.3% | −374−6.4% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 5,548 | $86.7 萬 | 0.3% | +1,004+22.1% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,114 | $86.6 萬 | 0.3% | −39−0.3% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 23,485 | $86.3 萬 | 0.3% | +144+0.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,199 | $83.8 萬 | 0.3% | −234−2.8% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 8,859 | $81.2 萬 | 0.3% | +42+0.5% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,465 | $80.8 萬 | 0.3% | −151−3.3% | 減碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 6,395 | $79.8 萬 | 0.3% | +1,624+34.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 2,047 | $77.3 萬 | 0.2% | −8−0.4% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 9,575 | $73.4 萬 | 0.2% | −99−1.0% | 減碼 | – |
| PAYXPaychex Inc | Stock | 7,409 | $72.9 萬 | 0.2% | −403−5.2% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,371 | $71.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 8,495 | $71.0 萬 | 0.2% | −658−7.2% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 13,374 | $69.3 萬 | 0.2% | +3,439+34.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 3,440 | $68.8 萬 | 0.2% | −385−10.1% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 11,063 | $68.5 萬 | 0.2% | +85+0.8% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 9,411 | $67.7 萬 | 0.2% | −72−0.8% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 15,801 | $66.9 萬 | 0.2% | +12+0.1% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 5,963 | $66.0 萬 | 0.2% | −55−0.9% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,695 | $61.4 萬 | 0.2% | +77+4.8% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,794 | $61.2 萬 | 0.2% | +58+3.3% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,254 | $59.9 萬 | 0.2% | +12+1.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 10,100 | $57.6 萬 | 0.2% | +30+0.3% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 5,962 | $57.4 萬 | 0.2% | +29+0.5% | 加碼 | – |
| VVisa Inc. | Stock | 1,622 | $55.7 萬 | 0.2% | −12−0.7% | 減碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,538 | $55.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,656 | $54.7 萬 | 0.2% | −97−2.0% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 550 | $52.9 萬 | 0.2% | +1+0.2% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,626 | $50.8 萬 | 0.2% | −47−1.0% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,107 | $50.0 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,920 | $47.3 萬 | 0.1% | +12+0.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,599 | $46.3 萬 | 0.1% | −32−0.9% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 7,574 | $45.5 萬 | 0.1% | −33−0.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 793 | $44.7 萬 | 0.1% | +204+34.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,000 | $43.0 萬 | 0.1% | −1,172−22.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,203 | $42.4 萬 | 0.1% | +89+8.0% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 4,425 | $42.2 萬 | 0.1% | −1,164−20.8% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 3,598 | $42.2 萬 | 0.1% | +9+0.3% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,941 | $40.2 萬 | 0.1% | +200+7.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 780 | $40.1 萬 | 0.1% | +80+11.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,755 | $38.7 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 7,023 | $38.1 萬 | 0.1% | −294−4.0% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,275 | $38.0 萬 | 0.1% | −23−1.8% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 4,881 | $37.3 萬 | 0.1% | −96−1.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,047 | $37.0 萬 | 0.1% | −75−6.7% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,260 | $36.9 萬 | 0.1% | −43−3.3% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,718 | $36.8 萬 | 0.1% | +120+4.6% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（3 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。