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 |
|---|---|---|---|---|---|---|---|
| PGProcter & Gamble Co | Stock | 12,631 | $185.2 萬 | 0.6% | −739−5.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,560 | $188.5 萬 | 0.6% | 00.0% | 不變 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 48,890 | $198.9 萬 | 0.6% | +29+0.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 6,227 | $203.8 萬 | 0.6% | −60−1.0% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,249 | $216.5 萬 | 0.7% | −235−5.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,964 | $235.5 萬 | 0.7% | −252−11.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,697 | $246.3 萬 | 0.8% | −317−3.2% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 46,923 | $265.2 萬 | 0.8% | −438−0.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 10,472 | $303.0 萬 | 0.9% | −228−2.1% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 38,176 | $314.3 萬 | 1.0% | +3,413+9.8% | 加碼 | – |
| WMTWalmart Inc. | Stock | 29,919 | $338.9 萬 | 1.1% | −1,633−5.2% | 減碼 | 歷史 |
| WisdomTree Tr97717W547 | US VALUE FD | 33,843 | $344.3 萬 | 1.1% | +8,099+31.5% | 加碼 | – |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 99,984 | $427.1 萬 | 1.3% | +21,523+27.4% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 48,081 | $459.8 萬 | 1.4% | +3,829+8.7% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 90,359 | $461.3 萬 | 1.4% | +6,995+8.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 14,098 | $525.9 萬 | 1.6% | −444−3.1% | 減碼 | 歷史 |
| WisdomTree Tr97717W794 | TRUE DEV INTL FD | 81,325 | $604.8 萬 | 1.9% | −2,313−2.8% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 181,741 | $670.1 萬 | 2.1% | +1,571+0.9% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 192,801 | $696.6 萬 | 2.2% | +980+0.5% | 加碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 156,160 | $941.5 萬 | 3.0% | +15,430+11.0% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 190,125 | $996.4 萬 | 3.1% | +837+0.4% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 251,518 | $1,067 萬 | 3.3% | +15,248+6.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 163,579 | $1,201 萬 | 3.8% | +23,028+16.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 156,133 | $1,234 萬 | 3.9% | +18,398+13.4% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 407,333 | $1,378 萬 | 4.3% | +24,968+6.5% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 195,822 | $1,618 萬 | 5.1% | +12,738+7.0% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 613,588 | $1,700 萬 | 5.3% | +14,968+2.5% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 710,781 | $2,254 萬 | 7.1% | +27,094+4.0% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 317,138 | $2,404 萬 | 7.5% | +21,660+7.3% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,198,097 | $3,526 萬 | 11.1% | −5,700−0.5% | 減碼 | – |
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。