Powers Advisory Group, LLC
Highland IL · SEC CIK 0001927474
$3.19亿2026Q2 申报市值
130持仓数
54.5%前十大占比 · 第一大 11.1%
5 / 3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
BND 加仓+$169.05万
DGRO 加仓+$164.16万
VTI 新建仓+$148.80万
VCSH 加仓+$145.40万
VXUS 新建仓+$134.89万
2026Q2 卖出最多 按季末市值估算
LLY 减仓-$30.22万
GLW 减仓-$27.79万
NKE 清仓-$23.76万
CRM 清仓-$22.74万
EOG 清仓-$21.84万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $175.89万 | 0.55% | 2,349 | -83 | -3.4% | -$6.22万 | 减仓 |
| WM | WASTE MGMT INC DEL | $179.64万 | 0.56% | 8,060 | -147 | -1.8% | -$3.28万 | 减仓 |
| VO | VANGUARD INDEX FDS | $180.92万 | 0.57% | 22,455 | 2,959 | 15.2% | $23.84万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $185.22万 | 0.58% | 12,631 | -739 | -5.5% | -$10.84万 | 减仓 |
| QQQ | INVESCO QQQ TR | $188.53万 | 0.59% | 2,560 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $198.89万 | 0.62% | 48,890 | 29 | 0.1% | $1,180 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $203.84万 | 0.64% | 6,227 | -60 | -1.0% | -$1.96万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $216.49万 | 0.68% | 4,249 | -235 | -5.2% | -$11.97万 | 减仓 |
| LLY | ELI LILLY & CO | $235.53万 | 0.74% | 1,964 | -252 | -11.4% | -$30.22万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $246.27万 | 0.77% | 9,697 | -317 | -3.2% | -$8.05万 | 减仓 |
| DON | WISDOMTREE TR | $265.21万 | 0.83% | 46,923 | -438 | -0.9% | -$2.48万 | 减仓 |
| AAPL | APPLE INC | $303.02万 | 0.95% | 10,472 | -228 | -2.1% | -$6.60万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $314.34万 | 0.99% | 38,176 | 3,413 | 9.8% | $28.10万 | 加仓 |
| WMT | WALMART INC | $338.86万 | 1.06% | 29,919 | -1,633 | -5.2% | -$18.50万 | 减仓 |
| WTV | WISDOMTREE TR | $344.25万 | 1.08% | 33,843 | 8,099 | 31.5% | $82.38万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $427.13万 | 1.34% | 99,984 | 21,523 | 27.4% | $91.95万 | 加仓 |
| DGRW | WISDOMTREE TR | $459.75万 | 1.44% | 48,081 | 3,829 | 8.7% | $36.61万 | 加仓 |
| FLOT | ISHARES TR | $461.28万 | 1.45% | 90,359 | 6,995 | 8.4% | $35.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $525.89万 | 1.65% | 14,098 | -444 | -3.1% | -$16.56万 | 减仓 |
| DOL | WISDOMTREE TR | $604.77万 | 1.90% | 81,325 | -2,313 | -2.8% | -$17.20万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $670.08万 | 2.10% | 181,741 | 1,571 | 0.9% | $5.79万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $696.59万 | 2.18% | 192,801 | 980 | 0.5% | $3.54万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $941.49万 | 2.95% | 156,160 | 15,430 | 11.0% | $93.03万 | 加仓 |
| IGSB | ISHARES TR | $996.44万 | 3.12% | 190,125 | 837 | 0.4% | $4.39万 | 加仓 |
| SHYG | ISHARES TR | $1,066.69万 | 3.34% | 251,518 | 15,248 | 6.5% | $64.67万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,200.83万 | 3.76% | 163,579 | 23,028 | 16.4% | $169.05万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,233.92万 | 3.87% | 156,133 | 18,398 | 13.4% | $145.40万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,378.42万 | 4.32% | 407,333 | 24,968 | 6.5% | $84.49万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,618.47万 | 5.07% | 195,822 | 12,738 | 7.0% | $105.28万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,699.64万 | 5.33% | 613,588 | 14,968 | 2.5% | $41.46万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,253.89万 | 7.06% | 710,781 | 27,094 | 4.0% | $85.92万 | 加仓 |
| DGRO | ISHARES TR | $2,403.59万 | 7.53% | 317,138 | 21,660 | 7.3% | $164.16万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,526.00万 | 11.05% | 1,198,097 | -5,700 | -0.5% | -$16.78万 | 减仓 |