Powers Advisory Group, LLC
Highland IL · SEC CIK 0001927474
$2.84亿2026Q1 申报市值
125持仓数
54.6%前十大占比 · 第一大 10.9%
3 / 1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
BND 加仓+$218.84万
DGRO 加仓+$177.04万
VCIT 加仓+$155.01万
FDVV 加仓+$137.30万
SCHD 加仓+$132.31万
2026Q1 卖出最多 按季末市值估算
ADBE 清仓-$21.49万
SCHZ 减仓-$18.82万
GLW 减仓-$8.54万
WMT 减仓-$7.36万
LLY 减仓-$7.18万
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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | $188.58万 | 0.66% | 8,207 | -89 | -1.1% | -$2.05万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $193.12万 | 0.68% | 13,370 | 50 | 0.4% | $7,222 | 加仓 |
| MCD | MCDONALDS CORP | $201.46万 | 0.71% | 6,482 | 22 | 0.3% | $6,838 | 加仓 |
| LLY | ELI LILLY & CO | $203.86万 | 0.72% | 2,216 | -78 | -3.4% | -$7.18万 | 减仓 |
| WTV | WISDOMTREE TR | $243.87万 | 0.86% | 25,744 | 12,925 | 100.8% | $122.44万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $244.79万 | 0.86% | 10,014 | -181 | -1.8% | -$4.42万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $247.27万 | 0.87% | 34,763 | 4,344 | 14.3% | $30.90万 | 加仓 |
| DON | WISDOMTREE TR | $248.83万 | 0.88% | 47,361 | 516 | 1.1% | $2.71万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $271.03万 | 0.96% | 4,484 | -44 | -1.0% | -$2.66万 | 减仓 |
| AAPL | APPLE INC | $271.56万 | 0.96% | 10,700 | -196 | -1.8% | -$4.97万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $312.35万 | 1.10% | 78,461 | 24,293 | 44.8% | $96.71万 | 加仓 |
| DGRW | WISDOMTREE TR | $388.71万 | 1.37% | 44,252 | 3,776 | 9.3% | $33.17万 | 加仓 |
| WMT | WALMART INC | $392.13万 | 1.38% | 31,552 | -592 | -1.8% | -$7.36万 | 减仓 |
| FLOT | ISHARES TR | $424.74万 | 1.50% | 83,364 | 15,194 | 22.3% | $77.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $538.30万 | 1.90% | 14,542 | 106 | 0.7% | $3.92万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $557.81万 | 1.97% | 180,170 | 2,563 | 1.4% | $7.94万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $557.82万 | 1.97% | 191,821 | 337 | 0.2% | $9,800 | 加仓 |
| DOL | WISDOMTREE TR | $568.62万 | 2.01% | 83,638 | -650 | -0.8% | -$4.42万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $777.39万 | 2.74% | 140,730 | 24,856 | 21.5% | $137.30万 | 加仓 |
| IGSB | ISHARES TR | $994.90万 | 3.51% | 189,288 | 10,492 | 5.9% | $55.15万 | 加仓 |
| SHYG | ISHARES TR | $999.66万 | 3.53% | 236,270 | 17,703 | 8.1% | $74.90万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,035.02万 | 3.65% | 140,551 | 29,717 | 26.8% | $218.84万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,091.82万 | 3.85% | 137,735 | 13,113 | 10.5% | $103.95万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,113.83万 | 3.93% | 382,365 | 19,866 | 5.5% | $57.87万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,481.59万 | 5.22% | 598,620 | 26,027 | 4.5% | $64.42万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,515.02万 | 5.34% | 183,084 | 18,732 | 11.4% | $155.01万 | 加仓 |
| DGRO | ISHARES TR | $2,073.66万 | 7.31% | 295,478 | 25,226 | 9.3% | $177.04万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,097.55万 | 7.40% | 683,687 | 43,125 | 6.7% | $132.31万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,086.54万 | 10.88% | 1,203,797 | 4,725 | 0.4% | $12.11万 | 加仓 |