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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $3,336.05万 | 11.50% | 157,994 | 2,414 | 1.6% | $50.97万 | 加仓 |
| IVW | ISHARES TR | $3,281.20万 | 11.31% | 290,090 | 150 | 0.1% | $1.70万 | 加仓 |
| IWN | ISHARES TR | $2,188.58万 | 7.54% | 115,437 | 1,289 | 1.1% | $24.44万 | 加仓 |
| IWO | ISHARES TR | $1,919.18万 | 6.62% | 61,157 | 823 | 1.4% | $25.83万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,816.35万 | 6.26% | 31,469 | -95 | -0.3% | -$5.48万 | 减仓 |
| DVY | ISHARES TR | $1,491.69万 | 5.14% | 98,520 | 659 | 0.7% | $9.98万 | 加仓 |
| AMZN | AMAZON COM INC | $793.76万 | 2.74% | 38,112 | -100 | -0.3% | -$2.08万 | 减仓 |
| IWS | ISHARES TR | $768.92万 | 2.65% | 52,760 | 68 | 0.1% | $9,910 | 加仓 |
| EFA | ISHARES TR | $689.13万 | 2.38% | 70,949 | -455 | -0.6% | -$4.42万 | 减仓 |
| IWP | ISHARES TR | $668.92万 | 2.31% | 52,210 | 574 | 1.1% | $7.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $626.50万 | 2.16% | 35,921 | -268 | -0.7% | -$4.67万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $556.19万 | 1.92% | 6,574 | 25 | 0.4% | $2.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $518.10万 | 1.79% | 7,945 | 4,547 | 133.8% | $296.52万 | 加仓 |
| TSLA | TESLA INC | $498.33万 | 1.72% | 13,405 | 1,055 | 8.5% | $39.22万 | 加仓 |
| AAPL | APPLE INC | $364.16万 | 1.26% | 14,349 | 956 | 7.1% | $24.26万 | 加仓 |
| IOO | ISHARES TR | $358.18万 | 1.23% | 29,609 | 87 | 0.3% | $1.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $289.84万 | 1.00% | 9,853 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $276.64万 | 0.95% | 30,227 | -435 | -1.4% | -$3.98万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $262.75万 | 0.91% | 57,371 | -2,592 | -4.3% | -$11.87万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $261.64万 | 0.90% | 48,407 | 914 | 1.9% | $4.94万 | 加仓 |
| MSFT | MICROSOFT CORP | $223.36万 | 0.77% | 6,034 | 1,977 | 48.7% | $73.18万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $217.89万 | 0.75% | 4,547 | -224 | -4.7% | -$10.73万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $209.41万 | 0.72% | 4,794 | 1 | 0.0% | $437 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $203.16万 | 0.70% | 52,880 | 18,356 | 53.2% | $70.52万 | 加仓 |
| IWM | ISHARES TR | $182.56万 | 0.63% | 7,361 | -914 | -11.0% | -$22.67万 | 减仓 |
| PFF | ISHARES TR | $173.71万 | 0.60% | 57,293 | 886 | 1.6% | $2.69万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $168.62万 | 0.58% | 9,800 | 82 | 0.8% | $1.41万 | 加仓 |
| GOOGL | ALPHABET INC | $152.81万 | 0.53% | 5,314 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $151.29万 | 0.52% | 19,085 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $141.40万 | 0.49% | 12,079 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $140.54万 | 0.48% | 22,941 | 95 | 0.4% | $5,820 | 加仓 |
| XAR | SPDR SERIES TRUST | $127.49万 | 0.44% | 5,020 | 1,760 | 54.0% | $44.70万 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $116.66万 | 0.40% | 18,050 | 250 | 1.4% | $1.62万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $116.47万 | 0.40% | 1,927 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $112.92万 | 0.39% | 20,876 | 158 | 0.8% | $8,546 | 加仓 |
| AMLP | ALPS ETF TR | $111.35万 | 0.38% | 21,152 | -2,778 | -11.6% | -$14.62万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $111.16万 | 0.38% | 4,586 | 2 | 0.0% | $485 | 加仓 |
| PAVE | GLOBAL X FDS | $110.94万 | 0.38% | 21,834 | 84 | 0.4% | $4,268 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $110.61万 | 0.38% | 5,057 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $107.88万 | 0.37% | 6,359 | 1 | 0.0% | $170 | 加仓 |
| ITA | ISHARES TR | $106.78万 | 0.37% | 4,881 | 2,036 | 71.6% | $44.54万 | 加仓 |
| BN | BROOKFIELD CORP | $103.11万 | 0.36% | 25,477 | -6,609 | -20.6% | -$26.75万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $98.12万 | 0.34% | 7,040 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $97.85万 | 0.34% | 8,628 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $97.34万 | 0.34% | 3,145 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $93.75万 | 0.32% | 20,430 | 0 | 0.0% | — | 不变 |
| PFXF | VANECK ETF TRUST | $93.39万 | 0.32% | 53,244 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $92.15万 | 0.32% | 3,300 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $91.56万 | 0.32% | 9,104 | 8 | 0.1% | $805 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $87.94万 | 0.30% | 6,709 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $87.32万 | 0.30% | 7,024 | -4 | -0.1% | -$497 | 减仓 |
| CSCO | CISCO SYS INC | $84.24万 | 0.29% | 10,857 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $80.74万 | 0.28% | 11,956 | 24 | 0.2% | $1,621 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $80.36万 | 0.28% | 16,277 | -887 | -5.2% | -$4.38万 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC | $79.08万 | 0.27% | 38,614 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $78.19万 | 0.27% | 6,800 | 178 | 2.7% | $2.05万 | 加仓 |
| CVX | CHEVRON CORPORATION | $77.19万 | 0.27% | 3,731 | -5,692 | -60.4% | -$117.76万 | 重新持有 |
| MS | MORGAN STANLEY | $75.78万 | 0.26% | 4,605 | 27 | 0.6% | $4,443 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $75.50万 | 0.26% | 6,671 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $74.33万 | 0.26% | 2,260 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $74.02万 | 0.26% | 3,460 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $73.93万 | 0.25% | 3,583 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $73.55万 | 0.25% | 2,564 | -134 | -5.0% | -$3.84万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.25% | 1 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $68.09万 | 0.23% | 708 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $66.49万 | 0.23% | 8,683 | -1,390 | -13.8% | -$10.64万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $65.76万 | 0.23% | 7,080 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $62.82万 | 0.22% | 683 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $59.83万 | 0.21% | 3,587 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $56.65万 | 0.20% | 2,317 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $56.21万 | 0.19% | 4,438 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $54.63万 | 0.19% | 6,824 | 6,824 | — | $54.63万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $54.28万 | 0.19% | 2,109 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $54.22万 | 0.19% | 4,245 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $54.14万 | 0.19% | 4,327 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $52.92万 | 0.18% | 18,256 | 152 | 0.8% | $4,407 | 加仓 |
| EEM | ISHARES TR | $52.55万 | 0.18% | 9,253 | -878 | -8.7% | -$4.99万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $52.48万 | 0.18% | 8,653 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $51.89万 | 0.18% | 1,206 | 342 | 39.6% | $14.72万 | 加仓 |
| META | META PLATFORMS INC | $51.35万 | 0.18% | 898 | 22 | 2.5% | $1.26万 | 加仓 |
| NLR | VANECK ETF TRUST | $50.97万 | 0.18% | 3,827 | 221 | 6.1% | $2.94万 | 加仓 |
| MCD | MCDONALDS CORP | $50.20万 | 0.17% | 1,615 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $50.01万 | 0.17% | 6,039 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $49.78万 | 0.17% | 4,109 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $46.82万 | 0.16% | 5,392 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $46.21万 | 0.16% | 12,414 | 115 | 0.9% | $4,280 | 加仓 |
| WMB | WILLIAMS COS INC | $45.14万 | 0.16% | 6,202 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $43.91万 | 0.15% | 3,500 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $43.83万 | 0.15% | 3,695 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ETHEREUM FD | $43.73万 | 0.15% | 20,944 | 20,944 | — | $43.73万 | 新建仓 |
| IYW | ISHARES TR | $43.28万 | 0.15% | 2,386 | 1 | 0.0% | $181 | 加仓 |
| AMAT | APPLIED MATLS INC | $42.93万 | 0.15% | 1,256 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $42.26万 | 0.15% | 5,875 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $41.59万 | 0.14% | 1,517 | 278 | 22.4% | $7.62万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $40.92万 | 0.14% | 2,359 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $38.55万 | 0.13% | 33,405 | 54 | 0.2% | $623 | 加仓 |
| WMT | WALMART INC | $37.43万 | 0.13% | 3,006 | 0 | 0.0% | — | 不变 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $36.83万 | 0.13% | 5,600 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $35.65万 | 0.12% | 6,585 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $35.09万 | 0.12% | 3,650 | 0 | 0.0% | — | 不变 |