Powell Investment Advisors, LLC
MIAMI FL · SEC CIK 0001802195
$3.17亿2026Q2 申报市值
167持仓数
61.8%前十大占比 · 第一大 12.1%
13 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INTC 新建仓+$47.61万
QQQ 加仓+$40.92万
SPCX 新建仓+$24.06万
NASA 新建仓+$23.71万
PFF 加仓+$22.35万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$332.44万
IVW 减仓-$147.23万
EXXON MOBIL CORP 清仓-$107.88万
CEG 清仓-$92.15万
BN 减仓-$80.61万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $3,842.39万 | 12.13% | 279,385 | -10,705 | -3.7% | -$147.23万 | 减仓 |
| IVE | ISHARES TR | $3,605.57万 | 11.38% | 158,794 | 800 | 0.5% | $18.16万 | 加仓 |
| IWN | ISHARES TR | $2,549.32万 | 8.05% | 115,249 | -188 | -0.2% | -$4.16万 | 减仓 |
| IWO | ISHARES TR | $2,389.37万 | 7.54% | 60,650 | -507 | -0.8% | -$19.97万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,360.87万 | 7.45% | 32,024 | 555 | 1.8% | $40.92万 | 加仓 |
| DVY | ISHARES TR | $1,551.08万 | 4.90% | 99,237 | 717 | 0.7% | $11.21万 | 加仓 |
| AMZN | AMAZON COM INC | $900.93万 | 2.84% | 37,800 | -312 | -0.8% | -$7.44万 | 减仓 |
| IWS | ISHARES TR | $876.37万 | 2.77% | 53,243 | 483 | 0.9% | $7.95万 | 加仓 |
| IWP | ISHARES TR | $764.31万 | 2.41% | 52,203 | -7 | -0.0% | -$1,025 | 减仓 |
| EFA | ISHARES TR | $736.50万 | 2.33% | 70,899 | -50 | -0.1% | -$5,194 | 减仓 |
| NVDA | NVIDIA CORPORATION | $692.63万 | 2.19% | 34,616 | -1,305 | -3.6% | -$26.11万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $666.94万 | 2.11% | 6,594 | 20 | 0.3% | $2.02万 | 加仓 |
| TSLA | TESLA INC | $559.27万 | 1.77% | 13,297 | -108 | -0.8% | -$4.54万 | 减仓 |
| AAPL | APPLE INC | $410.85万 | 1.30% | 14,199 | -150 | -1.0% | -$4.34万 | 减仓 |
| IOO | ISHARES TR | $405.04万 | 1.28% | 29,651 | 42 | 0.1% | $5,737 | 加仓 |
| CWB | SPDR SERIES TRUST | $326.87万 | 1.03% | 30,317 | 90 | 0.3% | $9,704 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $309.36万 | 0.98% | 9,451 | -402 | -4.1% | -$13.16万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $293.87万 | 0.93% | 49,233 | 826 | 1.7% | $4.93万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $262.44万 | 0.83% | 3,505 | -4,440 | -55.9% | -$332.44万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $247.87万 | 0.78% | 28,775 | 11 | 0.0% | $948 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $247.34万 | 0.78% | 54,171 | -3,200 | -5.6% | -$14.61万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $222.57万 | 0.70% | 4,448 | -99 | -2.2% | -$4.95万 | 减仓 |
| IWM | ISHARES TR | $215.20万 | 0.68% | 7,163 | -198 | -2.7% | -$5.95万 | 减仓 |
| GOOGL | ALPHABET INC | $198.23万 | 0.63% | 5,547 | 233 | 4.4% | $8.33万 | 加仓 |
| PFF | ISHARES TR | $197.04万 | 0.62% | 64,624 | 7,331 | 12.8% | $22.35万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $172.48万 | 0.54% | 9,898 | 98 | 1.0% | $1.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $155.51万 | 0.49% | 4,169 | -1,865 | -30.9% | -$69.57万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $150.83万 | 0.48% | 19,085 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $150.02万 | 0.47% | 3,460 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $142.49万 | 0.45% | 5,021 | 1 | 0.0% | $284 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $136.18万 | 0.43% | 12,079 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $129.94万 | 0.41% | 39,032 | -13,848 | -26.2% | -$46.10万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $129.02万 | 0.41% | 4,588 | 2 | 0.0% | $562 | 加仓 |
| PAVE | GLOBAL X FDS | $128.87万 | 0.41% | 21,834 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $127.53万 | 0.40% | 10,857 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $122.42万 | 0.39% | 23,050 | 109 | 0.5% | $5,789 | 加仓 |
| C | CITIGROUP INC | $120.76万 | 0.38% | 8,628 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $118.80万 | 0.38% | 3,145 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $118.62万 | 0.37% | 21,051 | 175 | 0.8% | $9,861 | 加仓 |
| ITA | ISHARES TR | $118.41万 | 0.37% | 4,885 | 4 | 0.1% | $970 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $111.37万 | 0.35% | 18,272 | 222 | 1.2% | $1.35万 | 加仓 |
| AMLP | ALPS ETF TR | $109.96万 | 0.35% | 21,208 | 56 | 0.3% | $2,904 | 加仓 |
| IJR | ISHARES TR | $104.89万 | 0.33% | 7,072 | 48 | 0.7% | $7,119 | 加仓 |
| GOOG | ALPHABET INC | $102.71万 | 0.32% | 2,907 | 343 | 13.4% | $12.12万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $98.17万 | 0.31% | 1,927 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $96.75万 | 0.31% | 4,628 | 23 | 0.5% | $4,808 | 加仓 |
| PFXF | VANECK ETF TRUST | $94.99万 | 0.30% | 53,244 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $92.87万 | 0.29% | 12,044 | 88 | 0.7% | $6,785 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $92.63万 | 0.29% | 20,430 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $91.85万 | 0.29% | 9,111 | 7 | 0.1% | $706 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $91.79万 | 0.29% | 6,709 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $90.81万 | 0.29% | 1,256 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $88.94万 | 0.28% | 7,040 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $87.88万 | 0.28% | 3,583 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $87.40万 | 0.28% | 16,303 | 26 | 0.2% | $1,394 | 加仓 |
| LLY | ELI LILLY & CO | $81.92万 | 0.26% | 683 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $80.02万 | 0.25% | 6,800 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $79.71万 | 0.25% | 2,260 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.24% | 1 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $73.80万 | 0.23% | 6,671 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $71.04万 | 0.22% | 8,684 | 1 | 0.0% | $82 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $69.22万 | 0.22% | 4,438 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $68.08万 | 0.21% | 708 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $67.18万 | 0.21% | 4,245 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $65.42万 | 0.21% | 3,587 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $64.60万 | 0.20% | 2,109 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $63.58万 | 0.20% | 9,294 | 41 | 0.4% | $2,805 | 加仓 |
| GLW | CORNING INC | $62.76万 | 0.20% | 2,457 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $62.14万 | 0.20% | 7,080 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $61.40万 | 0.19% | 4,327 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $60.19万 | 0.19% | 2,386 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $58.86万 | 0.19% | 2,318 | 1 | 0.0% | $254 | 加仓 |
| SE | SEA LTD | $57.87万 | 0.18% | 6,039 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $57.26万 | 0.18% | 3,161 | -1,896 | -37.5% | -$34.35万 | 减仓 |
| DDOG | DATADOG INC | $55.93万 | 0.18% | 2,148 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $54.03万 | 0.17% | 1,517 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $53.15万 | 0.17% | 4,109 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $49.86万 | 0.16% | 8,653 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $48.79万 | 0.15% | 5,392 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $47.61万 | 0.15% | 3,410 | 3,410 | — | $47.61万 | 新建仓 |
| WMB | WILLIAMS COS INC | $46.11万 | 0.15% | 6,202 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $46.02万 | 0.15% | 3,968 | 141 | 3.7% | $1.64万 | 加仓 |
| SNOW | SNOWFLAKE INC | $46.01万 | 0.15% | 1,808 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $44.77万 | 0.14% | 32,207 | -1,198 | -3.6% | -$1.67万 | 减仓 |
| MCD | MCDONALDS CORP | $43.67万 | 0.14% | 1,615 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $42.39万 | 0.13% | 5,875 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $42.19万 | 0.13% | 3,695 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $42.01万 | 0.13% | 5,527 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $39.32万 | 0.12% | 2,359 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $38.22万 | 0.12% | 658 | -500 | -43.2% | -$29.05万 | 减仓 |
| T | AT&T INC | $38.11万 | 0.12% | 18,412 | 156 | 0.9% | $3,229 | 加仓 |
| GLD | SPDR GOLD TR | $36.14万 | 0.11% | 981 | -225 | -18.7% | -$8.29万 | 减仓 |
| ENB | ENBRIDGE INC | $35.70万 | 0.11% | 6,585 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $35.24万 | 0.11% | 6,735 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $34.97万 | 0.11% | 6,138 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN LTD DURATION INCOME | $34.94万 | 0.11% | 60,337 | 336 | 0.6% | $1,945 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $34.27万 | 0.11% | 2,897 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $34.05万 | 0.11% | 3,006 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $33.96万 | 0.11% | 3,500 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.40万 | 0.11% | 9,086 | 126 | 1.4% | $4,632 | 加仓 |