13F 机构持仓

Powell Investment Advisors, LLC

MIAMI FL · SEC CIK 0001802195

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.17亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVW 12.1%
IVE 11.4%
IWN 8.0%
IWO 7.5%
QQQ 7.5%
DVY 4.9%
AMZN 2.8%
IWS 2.8%
IWP 2.4%
EFA 2.3%

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
— EXXON MOBIL CORP $00.00%0 -6,359-100.0% -$107.88万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -3,300-100.0% -$92.15万 清仓
NNE NANO NUCLEAR ENERGY INC $00.00%0 -38,614-100.0% -$79.08万 清仓
CVX CHEVRON CORPORATION $00.00%0 -3,731-100.0% -$77.19万 清仓
GIS GENERAL MILLS INC $00.00%0 -12,414-100.0% -$46.21万 清仓
— FIDELITY ETHEREUM FD $00.00%0 -20,944-100.0% -$43.73万 清仓
NUKZ EXCHANGE TRADED CONCEPTS TRU $00.00%0 -5,600-100.0% -$36.83万 清仓
TAP MOLSON COORS BEVERAGE CO $00.00%0 -6,714-100.0% -$28.91万 清仓
INTU INTUIT $00.00%0 -551-100.0% -$23.82万 清仓
FLOT ISHARES TR $00.00%0 -4,337-100.0% -$22.10万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -4,399-100.0% -$22.08万 清仓
MSTR STRATEGY INC $00.00%0 -1,714-100.0% -$21.39万 清仓
NOW SERVICENOW INC $00.00%0 -2,005-100.0% -$20.96万 清仓
TYL TYLER TECHNOLOGIES INC $00.00%0 -606-100.0% -$20.75万 清仓
— FIDELITY SOLANA FD $00.00%0 -15,940-100.0% -$15.54万 清仓
RDW REDWIRE CORPORATION $00.00%0 -17,515-100.0% -$14.89万 清仓
ROBO EXCHANGE TRADED CONCEPTS TRU $00.00%0 -838-100.0% -$5.73万 清仓
— ETF OPPORTUNITIES TRUST $00.00%0 -50,000-100.0% -$4.59万 清仓
BTQ BTQ TECHNOLOGIES CORP $00.00%0 -16,924-100.0% -$4.52万 清仓
— AIRWA INC $00.00%0 -14,100-100.0% -$1.18万 清仓
HYG ISHARES TR $750.00%1 00.0% — 不变
IGF ISHARES TR $8660.00%13 13— $866 新建仓
SCZ ISHARES TR $1,0700.00%13 13— $1,070 新建仓
PYLD PIMCO ETF TR $1,2730.00%48 48— $1,273 新建仓
VTI VANGUARD INDEX FDS $5,9210.00%16 00.0% — 不变
AIQ GLOBAL X FDS $6,4300.00%98 00.0% — 不变
IBB ISHARES TR $7,6080.00%40 00.0% — 不变
SPTL SPDR SERIES TRUST $2.07万0.01%788 00.0% — 不变
— BANK OF AMER CORP $2.51万0.01%20 00.0% — 不变
AMC AMC ENTMT HLDGS INC $4.75万0.01%25,000 00.0% — 不变
IEF ISHARES TR $4.96万0.02%524 234.6% $2,175 加仓
SBET SHARPLINK INC $6.18万0.02%12,874 -8,750-40.5% -$4.20万 减仓
FXI ISHARES TR $6.30万0.02%1,994 150.8% $474 加仓
EFV ISHARES TR $6.35万0.02%830 222.7% $1,683 加仓
FNDX SCHWAB STRATEGIC TR $6.89万0.02%2,217 2,217— $6.89万 新建仓
IJT ISHARES TR $7.14万0.02%400 00.0% — 不变
IJS ISHARES TR $7.29万0.02%533 00.0% — 不变
IXC ISHARES TR $7.29万0.02%1,483 211.4% $1,032 加仓
VV VANGUARD INDEX FDS $7.84万0.02%228 00.0% — 不变
— WHITEHORSE FIN INC $8.36万0.03%12,033 00.0% — 不变
ARKX ARK ETF TR $9.01万0.03%2,640 2,640— $9.01万 新建仓
PURR HYPERLIQUID STRATEGIES INC $9.35万0.03%11,883 11,883— $9.35万 新建仓
IHF ISHARES TR $9.66万0.03%1,745 00.0% — 不变
JPC NUVEEN PFD & INCOME OPPORTUN $9.76万0.03%12,284 6575.7% $5,218 加仓
ARKQ ARK ETF TR $10.22万0.03%773 773— $10.22万 新建仓
LTBR LIGHTBRIDGE CORP $10.24万0.03%11,650 00.0% — 不变
— VANECK ETF TRUST $11.35万0.04%1,750 00.0% — 不变
— WELLS FARGO & CO $11.57万0.04%100 00.0% — 不变
— GLOBAL X FDS $11.66万0.04%3,017 34212.8% $1.32万 加仓
UEC URANIUM ENERGY CORP $11.99万0.04%11,244 00.0% — 不变
RXRX RECURSION PHARMACEUTICALS IN $12.35万0.04%33,660 2,9649.7% $1.09万 加仓
NVG NUVEEN AMT FREE MUN CR INC F $13.11万0.04%10,182 00.0% — 不变
LQD ISHARES TR $13.60万0.04%1,247 121.0% $1,309 加仓
VCIT VANGUARD SCOTTSDALE FDS $15.04万0.05%1,820 00.0% — 不变
IGV ISHARES TR $15.53万0.05%1,714 -5,110-74.9% -$46.30万 减仓
ARKG ARK ETF TR $16.66万0.05%3,962 3,962— $16.66万 新建仓
TIP ISHARES TR $16.85万0.05%1,540 00.0% — 不变
NZF NUVEEN MUN CR INCOME FD $17.19万0.05%13,474 2301.7% $2,935 加仓
MTB M & T BK CORP $17.78万0.06%747 00.0% — 不变
VTWG VANGUARD SCOTTSDALE FDS $17.84万0.06%620 00.0% — 不变
BOTZ GLOBAL X FDS $20.50万0.06%5,402 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $20.68万0.07%2,286 2,286— $20.68万 新建仓
CLSK CLEANSPARK INC $20.86万0.07%14,340 -253-1.7% -$3,681 减仓
NUE NUCOR CORP $20.96万0.07%939 939— $20.96万 新建仓
URA GLOBAL X FDS $21.02万0.07%4,811 00.0% — 不变
VTV VANGUARD INDEX FDS $21.20万0.07%973 00.0% — 不变
— RIVERNORTH DOUBLELINE STRATE $21.33万0.07%27,636 2891.1% $2,231 加仓
PAYX PAYCHEX INC $21.91万0.07%2,228 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $22.45万0.07%2,536 00.0% — 不变
SMH VANECK ETF TRUST $22.63万0.07%345 3912.7% $2.56万 加仓
WMG WARNER MUSIC GROUP CORP $22.94万0.07%8,475 510.6% $1,381 加仓
NASA TEMA ETF TRUST $23.71万0.07%7,805 7,805— $23.71万 新建仓
SPCX SPACE EXPLORATION TECHN CORP $24.06万0.08%1,408 1,408— $24.06万 新建仓
IVV ISHARES TR $24.72万0.08%330 3210.7% $2.40万 加仓
WFC WELLS FARGO & CO $25.01万0.08%3,026 00.0% — 不变
AVY AVERY DENNISON CORP $25.07万0.08%1,544 00.0% — 不变
HTD HANCOCK JOHN TAX-ADVANTAGED $25.74万0.08%10,100 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $26.01万0.08%9,817 1191.2% $3,153 加仓
NFLX NETFLIX INC. $26.06万0.08%3,650 00.0% — 不变
FRT FEDERAL RLTY INVT TR NEW $26.95万0.09%2,183 00.0% — 不变
META META PLATFORMS INC $27.38万0.09%486 -412-45.9% -$23.21万 减仓
VOO VANGUARD INDEX FDS $27.70万0.09%403 -34-7.8% -$2.34万 减仓
BN BROOKFIELD CORP $27.90万0.09%6,551 -18,926-74.3% -$80.61万 减仓
EFC ELLINGTON FINANCIAL INC $29.16万0.09%21,225 00.0% — 不变
MET METLIFE INC $29.38万0.09%3,472 00.0% — 不变
IWF ISHARES TR $30.99万0.10%2,496 00.0% — 不变
WM WASTE MGMT INC DEL $31.80万0.10%1,427 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $33.40万0.11%9,086 1261.4% $4,632 加仓
BABA ALIBABA GROUP HLDG LTD $33.96万0.11%3,500 00.0% — 不变
WMT WALMART INC $34.05万0.11%3,006 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $34.27万0.11%2,897 00.0% — 不变
— FRANKLIN LTD DURATION INCOME $34.94万0.11%60,337 3360.6% $1,945 加仓
BAC BANK OF AMER CORP $34.97万0.11%6,138 00.0% — 不变
OKLO OKLO INC $35.24万0.11%6,735 00.0% — 不变
ENB ENBRIDGE INC $35.70万0.11%6,585 00.0% — 不变
GLD SPDR GOLD TR $36.14万0.11%981 -225-18.7% -$8.29万 减仓
T AT&T INC $38.11万0.12%18,412 1560.9% $3,229 加仓
AMD ADVANCED MICRO DEVICES INC $38.22万0.12%658 -500-43.2% -$29.05万 减仓
MRSH MARSH & MCLENNAN COS INC $39.32万0.12%2,359 00.0% — 不变
XYZ BLOCK INC $42.01万0.13%5,527 00.0% — 不变