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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。

機構總覽
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%)
申報日
2026/7/31
SEC
Powers Advisory Group, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
GISGeneral Mills IncStock5,851$20.4 萬0.1%−2,013−25.6%減碼歷史
RTXRTX CorpStock1,076$20.4 萬0.1%+2+0.2%加碼歷史
UNHUnitedHealth Group IncStock494$20.5 萬0.1%+494新進歷史
iShares Tr464288448INTL SEL DIV ETF5,164$21.4 萬0.1%+113+2.2%加碼–
IBMInternational Business Machines CorpStock783$22.0 萬0.1%+783新進歷史
MDTMedtronic plcStock2,895$22.6 萬0.1%−479−14.2%減碼歷史
iShares Tr464287721U.S. TECH ETF975$24.6 萬0.1%+975新進–
GSKGSK plcADR4,800$25.2 萬0.1%−384−7.4%減碼歷史
Vanguard Utilities ETF92204A876ETF1,300$25.4 萬0.1%+8+0.6%加碼–
BRK.BBerkshire Hathaway IncStock514$25.7 萬0.1%+7+1.4%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF853$25.9 萬0.1%+9+1.1%加碼–
UNPUnion Pacific CorpStock951$25.9 萬0.1%−175−15.5%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF4,372$26.1 萬0.1%+266+6.5%加碼–
BPBP PLCADR7,069$26.1 萬0.1%−734−9.4%減碼歷史
TAT&T Inc.Stock12,703$26.3 萬0.1%−537−4.1%減碼歷史
LRCXLam Research CorpStock609$26.4 萬0.1%+609新進歷史
CRWDCrowdStrike Holdings, Inc.Stock349$26.6 萬0.1%+349新進歷史
WisdomTree Tr97717W208US HIGH DIVIDEND2,352$26.7 萬0.1%+6+0.3%加碼–
PIMCO ETF Tr72201R866INTER MUN BD ACT5,200$27.4 萬0.1%+32+0.6%加碼–
PSXPhillips 66Stock1,625$27.5 萬0.1%−249−13.3%減碼歷史
PFEPfizer IncStock11,579$27.9 萬0.1%−1,935−14.3%減碼歷史
ABTAbbott LaboratoriesStock3,195$29.0 萬0.1%−86−2.6%減碼歷史
ABBVAbbVie Inc.Stock1,206$30.4 萬0.1%+22+1.9%加碼歷史
DRIDarden Restaurants IncCOM1,487$30.6 萬0.1%+5+0.3%加碼歷史
WFCWells Fargo & CompanyStock3,739$30.9 萬0.1%+226+6.4%加碼歷史
AEEAmeren CorpCOM2,754$31.1 萬0.1%+10+0.4%加碼歷史
MSMorgan StanleyStock1,580$33.0 萬0.1%+133+9.2%加碼歷史
NEENextera Energy IncStock3,980$34.9 萬0.1%+23+0.6%加碼歷史
CATCaterpillar IncStock328$35.0 萬0.1%−4−1.2%減碼歷史
EMREmerson Electric CoStock2,518$36.0 萬0.1%−85−3.3%減碼歷史
PLDPrologis, Inc.REIT2,718$36.8 萬0.1%+120+4.6%加碼歷史
APDAir Products & Chemicals, Inc.Stock1,260$36.9 萬0.1%−43−3.3%減碼歷史
GOOGAlphabet Inc.Stock1,047$37.0 萬0.1%−75−6.7%減碼歷史
ADMArcher-Daniels-Midland CoStock4,881$37.3 萬0.1%−96−1.9%減碼歷史
TXNTexas Instruments IncStock1,275$38.0 萬0.1%−23−1.8%減碼歷史
ENBEnbridge IncStock7,023$38.1 萬0.1%−294−4.0%減碼歷史
LOWLowes Companies IncStock1,755$38.7 萬0.1%+5+0.3%加碼歷史
MAMastercard IncStock780$40.1 萬0.1%+80+11.4%加碼歷史
AEPAmerican Electric Power Co IncStock2,941$40.2 萬0.1%+200+7.3%加碼歷史
AFLAflac IncStock3,598$42.2 萬0.1%+9+0.3%加碼歷史
CLXClorox CoStock4,425$42.2 萬0.1%−1,164−20.8%減碼歷史
HDHome Depot, Inc.Stock1,203$42.4 萬0.1%+89+8.0%加碼歷史
UPSUnited Parcel Service IncStock4,000$43.0 萬0.1%−1,172−22.7%減碼歷史
METAMeta Platforms, Inc.Stock793$44.7 萬0.1%+204+34.6%加碼歷史
ULUnilever PLCSPON ADR NEW7,574$45.5 萬0.1%−33−0.4%減碼歷史
MRKMerck & Co., Inc.Stock3,599$46.3 萬0.1%−32−0.9%減碼歷史
PNCPNC Financial Services Group, Inc.Stock1,920$47.3 萬0.1%+12+0.6%加碼歷史
CAHCardinal Health IncStock2,107$50.0 萬0.2%+4+0.2%加碼歷史
KMBKimberly Clark CorpStock4,626$50.8 萬0.2%−47−1.0%減碼歷史
BLKBlackRock, Inc.Stock550$52.9 萬0.2%+1+0.2%加碼歷史
CSCOCisco Systems, Inc.Stock4,656$54.7 萬0.2%−97−2.0%減碼歷史
TDToronto Dominion BankStock4,538$55.1 萬0.2%00.0%不變歷史
VVisa Inc.Stock1,622$55.7 萬0.2%−12−0.7%減碼歷史
WisdomTree Tr97717W307US LARGECAP DIVD5,962$57.4 萬0.2%+29+0.5%加碼–
BACBank of America CorpStock10,100$57.6 萬0.2%+30+0.3%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,254$59.9 萬0.2%+12+1.0%加碼歷史
PANWPalo Alto Networks IncStock1,794$61.2 萬0.2%+58+3.3%加碼歷史
AMGNAmgen IncStock1,695$61.4 萬0.2%+77+4.8%加碼歷史
EDConsolidated Edison IncStock5,963$66.0 萬0.2%−55−0.9%減碼歷史
VZVerizon Communications IncStock15,801$66.9 萬0.2%+12+0.1%加碼歷史
MOAltria Group, Inc.Stock9,411$67.7 萬0.2%−72−0.8%減碼歷史
ORealty Income CorpREIT11,063$68.5 萬0.2%+85+0.8%加碼歷史
NVDANVIDIA CorpStock3,440$68.8 萬0.2%−385−10.1%減碼歷史
SPDR Index Shs FDS78463X509ST PORT MARK ETF13,374$69.3 萬0.2%+3,439+34.6%加碼–
SYYSysco CorpStock8,495$71.0 萬0.2%−658−7.2%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,371$71.6 萬0.2%00.0%不變歷史
PAYXPaychex IncStock7,409$72.9 萬0.2%−403−5.2%減碼歷史
Vanguard Intermediate-Term Bond ETF921937819ETF9,575$73.4 萬0.2%−99−1.0%減碼–
AVGOBroadcom Inc.Stock2,047$77.3 萬0.2%−8−0.4%減碼歷史
American Centy ETF Tr025072877US SML CP VALU6,395$79.8 萬0.3%+1,624+34.0%加碼–
PMPhilip Morris International Inc.Stock4,465$80.8 萬0.3%−151−3.3%減碼歷史
CLColgate Palmolive CoStock8,859$81.2 萬0.3%+42+0.5%加碼歷史
SBUXStarbucks CorpStock8,199$83.8 萬0.3%−234−2.8%減碼歷史
EPDEnterprise Products Partners L.P.Stock23,485$86.3 萬0.3%+144+0.6%加碼歷史
Vanguard Short-Term Bond ETF921937827ETF11,114$86.6 萬0.3%−39−0.3%減碼–
iShares Select Dividend ETF464287168ETF5,548$86.7 萬0.3%+1,004+22.1%加碼–
CVXChevron CorpStock5,510$91.3 萬0.3%−374−6.4%減碼歷史
USBUS Bancorp DECOM NEW15,183$91.7 萬0.3%−171−1.1%減碼歷史
DUKDuke Energy CORPStock7,308$92.5 萬0.3%−5−0.1%減碼歷史
Vanguard Malvern FDS922020805STRM INFPROIDX19,211$96.5 萬0.3%+19,211新進–
TGTTarget CorpStock8,294$108.3 萬0.3%−283−3.3%減碼歷史
PEPPepsiCo IncStock8,265$111.9 萬0.4%−88−1.1%減碼歷史
Pacer US Cash Cows 100 ETF69374H881ETF19,953$124.1 萬0.4%−358−1.8%減碼–
SPYSPDR S&P 500 ETF TrustETF1,676$125.2 萬0.4%00.0%不變歷史
DEDeere & CoStock1,986$126.0 萬0.4%−113−5.4%減碼歷史
KOCoca Cola CoStock15,705$127.6 萬0.4%+26+0.2%加碼歷史
XOMExxonMobil Holdings CorpCOM9,479$129.6 萬0.4%−516−5.2%減碼歷史
Vanguard Star FDS921909768VG TL INTL STK F15,779$134.9 萬0.4%+15,779新進–
GOOGLAlphabet Inc.Stock3,803$135.9 萬0.4%−178−4.5%減碼歷史
GLWCorning IncCOM5,437$138.9 萬0.4%−1,088−16.7%減碼歷史
AMZNAmazon Com IncStock6,038$143.9 萬0.5%−315−5.0%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF20,240$144.2 萬0.5%+3,949+24.2%加碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS24,459$144.3 萬0.5%+3,711+17.9%加碼–
SOSouthern CoStock15,114$144.7 萬0.5%−122−0.8%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF4,021$148.8 萬0.5%+4,021新進–
Schwab US Aggregate Bond ETF808524839ETF65,200$150.8 萬0.5%+2,878+4.6%加碼–
MCDMcDonalds CorpStock6,352$171.7 萬0.5%−130−2.0%減碼歷史
iShares Core S&P 500 ETF464287200ETF2,349$175.9 萬0.6%−83−3.4%減碼–
WMWaste Management IncStock8,060$179.6 萬0.6%−147−1.8%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF22,455$180.9 萬0.6%+2,959+15.2%加碼依 4 比 1 拆股換算–

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。

Powers Advisory Group, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
NKENIKE, Inc.Stock4,498$23.8 萬0.1%歷史
CRMSalesforce, Inc.Stock1,218$22.7 萬0.1%歷史
EOGEOG Resources IncStock1,511$21.8 萬0.1%歷史