Powell Investment Advisors, LLC
MIAMI FL · SEC CIK 0001802195
$2.90亿2026Q1 申报市值
174持仓数
58.4%前十大占比 · 第一大 11.5%
5 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPY 加仓+$296.52万
MSFT 加仓+$73.18万
IBIT 加仓+$70.52万
IGV 新建仓+$54.63万
IVE 加仓+$50.97万
2026Q1 卖出最多 按季末市值估算
CVX 重新持有-$117.76万
FRANKLIN TEMPLET 清仓-$56.20万
ETH 清仓-$54.25万
GLW 减仓-$27.13万
BN 减仓-$26.75万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | FRANKLIN TEMPLETON DIGITAL H | $0 | 0.00% | 0 | -11,106 | -100.0% | -$56.20万 | 清仓 |
| ETH | GRAYSCALE ETHEREUM MINI TR E | $0 | 0.00% | 0 | -19,333 | -100.0% | -$54.25万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -18,996 | -100.0% | -$4.46万 | 清仓 |
| HYG | ISHARES TR | $74 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $4,574 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $5,133 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $6,754 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | AIRWA INC | $1.18万 | 0.00% | 14,100 | 14,100 | — | $1.18万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $2.07万 | 0.01% | 788 | 0 | 0.0% | — | 不变 |
| — | BANK AMERICA CORP | $2.38万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTMT HLDGS INC | $2.45万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| BTQ | BTQ TECHNOLOGIES CORP | $4.52万 | 0.02% | 16,924 | -3,716 | -18.0% | -$9,922 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $4.59万 | 0.02% | 50,000 | 50,000 | — | $4.59万 | 新建仓 |
| IEF | ISHARES TR | $4.78万 | 0.02% | 501 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $5.73万 | 0.02% | 838 | 84 | 11.1% | $5,748 | 加仓 |
| IJT | ISHARES TR | $5.79万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $6.01万 | 0.02% | 808 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $6.31万 | 0.02% | 533 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $6.81万 | 0.02% | 228 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $7.10万 | 0.02% | 1,979 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR | $7.30万 | 0.03% | 1,745 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $8.16万 | 0.03% | 2,675 | 186 | 7.5% | $5,677 | 加仓 |
| IXC | ISHARES TR | $8.42万 | 0.03% | 1,462 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $8.84万 | 0.03% | 11,627 | 0 | 0.0% | — | 不变 |
| — | WHITEHORSE FIN INC | $9.22万 | 0.03% | 12,033 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $9.42万 | 0.03% | 30,696 | 1,000 | 3.4% | $3,070 | 加仓 |
| — | VANECK ETF TRUST | $10.58万 | 0.04% | 1,750 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $11.55万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $11.73万 | 0.04% | 306 | 63 | 25.9% | $2.42万 | 加仓 |
| CLSK | CLEANSPARK INC | $12.42万 | 0.04% | 14,593 | 0 | 0.0% | — | 不变 |
| LTBR | LIGHTBRIDGE CORP | $12.42万 | 0.04% | 11,650 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $12.63万 | 0.04% | 10,182 | -2,436 | -19.3% | -$3.02万 | 减仓 |
| LQD | ISHARES TR | $13.46万 | 0.05% | 1,235 | -82 | -6.2% | -$8,937 | 减仓 |
| SBET | SHARPLINK INC | $13.95万 | 0.05% | 21,624 | -5,155 | -19.3% | -$3.32万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $14.20万 | 0.05% | 620 | 0 | 0.0% | — | 不变 |
| RDW | REDWIRE CORPORATION | $14.89万 | 0.05% | 17,515 | -2,085 | -10.6% | -$1.77万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $15.06万 | 0.05% | 1,820 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP | $15.18万 | 0.05% | 11,244 | -272 | -2.4% | -$3,672 | 减仓 |
| MTB | M & T BK CORP | $15.44万 | 0.05% | 747 | 0 | 0.0% | — | 不变 |
| — | FIDELITY SOLANA FD | $15.54万 | 0.05% | 15,940 | 15,940 | — | $15.54万 | 新建仓 |
| NZF | NUVEEN MUN CR INCOME FD | $16.24万 | 0.06% | 13,244 | 148 | 1.1% | $1,814 | 加仓 |
| TIP | ISHARES TR | $17.00万 | 0.06% | 1,540 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $17.95万 | 0.06% | 5,402 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $19.09万 | 0.07% | 973 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $19.47万 | 0.07% | 298 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $20.52万 | 0.07% | 2,228 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $20.75万 | 0.07% | 606 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $20.90万 | 0.07% | 2,536 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $20.96万 | 0.07% | 2,005 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH DOUBLELINE STRATE | $20.98万 | 0.07% | 27,347 | 277 | 1.0% | $2,125 | 加仓 |
| MSTR | STRATEGY INC | $21.39万 | 0.07% | 1,714 | 517 | 43.2% | $6.45万 | 重新持有 |
| WMG | WARNER MUSIC GROUP CORP | $21.51万 | 0.07% | 8,424 | 57 | 0.7% | $1,456 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.08万 | 0.08% | 4,399 | -320 | -6.8% | -$1.61万 | 重新持有 |
| FLOT | ISHARES TR | $22.10万 | 0.08% | 4,337 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $23.19万 | 0.08% | 2,183 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $23.30万 | 0.08% | 4,811 | 121 | 2.6% | $5,860 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.56万 | 0.08% | 1,158 | 2 | 0.2% | $407 | 加仓 |
| INTU | INTUIT | $23.82万 | 0.08% | 551 | 28 | 5.4% | $1.21万 | 加仓 |
| WFC | WELLS FARGO & CO | $24.09万 | 0.08% | 3,026 | 209 | 7.4% | $1.66万 | 加仓 |
| MET | METLIFE INC | $24.55万 | 0.08% | 3,472 | 0 | 0.0% | — | 不变 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $25.02万 | 0.09% | 10,100 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $25.36万 | 0.09% | 2,148 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $25.43万 | 0.09% | 21,225 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $25.81万 | 0.09% | 9,698 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $26.12万 | 0.09% | 437 | 19 | 4.5% | $1.14万 | 加仓 |
| IWF | ISHARES TR | $26.61万 | 0.09% | 624 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $26.66万 | 0.09% | 1,544 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $27.27万 | 0.09% | 1,808 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $28.91万 | 0.10% | 6,714 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $29.92万 | 0.10% | 6,138 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $32.28万 | 0.11% | 2,897 | 186 | 6.9% | $2.07万 | 加仓 |
| WM | WASTE MGMT INC DEL | $32.79万 | 0.11% | 1,427 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $33.26万 | 0.11% | 5,527 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $33.40万 | 0.12% | 6,735 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $33.41万 | 0.12% | 2,457 | -1,995 | -44.8% | -$27.13万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.90万 | 0.12% | 8,960 | 133 | 1.5% | $5,033 | 加仓 |
| — | FRANKLIN LTD DURATION INCOME | $34.98万 | 0.12% | 60,001 | 317 | 0.5% | $1,848 | 加仓 |
| NFLX | NETFLIX INC. | $35.09万 | 0.12% | 3,650 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $35.65万 | 0.12% | 6,585 | 0 | 0.0% | — | 不变 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $36.83万 | 0.13% | 5,600 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $37.43万 | 0.13% | 3,006 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $38.55万 | 0.13% | 33,405 | 54 | 0.2% | $623 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $40.92万 | 0.14% | 2,359 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $41.59万 | 0.14% | 1,517 | 278 | 22.4% | $7.62万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $42.26万 | 0.15% | 5,875 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $42.93万 | 0.15% | 1,256 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $43.28万 | 0.15% | 2,386 | 1 | 0.0% | $181 | 加仓 |
| — | FIDELITY ETHEREUM FD | $43.73万 | 0.15% | 20,944 | 20,944 | — | $43.73万 | 新建仓 |
| SHOP | SHOPIFY INC | $43.83万 | 0.15% | 3,695 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $43.91万 | 0.15% | 3,500 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $45.14万 | 0.16% | 6,202 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $46.21万 | 0.16% | 12,414 | 115 | 0.9% | $4,280 | 加仓 |
| LEN | LENNAR CORP | $46.82万 | 0.16% | 5,392 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $49.78万 | 0.17% | 4,109 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $50.01万 | 0.17% | 6,039 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $50.20万 | 0.17% | 1,615 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $50.97万 | 0.18% | 3,827 | 221 | 6.1% | $2.94万 | 加仓 |
| META | META PLATFORMS INC | $51.35万 | 0.18% | 898 | 22 | 2.5% | $1.26万 | 加仓 |
| GLD | SPDR GOLD TR | $51.89万 | 0.18% | 1,206 | 342 | 39.6% | $14.72万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $52.48万 | 0.18% | 8,653 | 0 | 0.0% | — | 不变 |