13F 机构持仓

POWER WEALTH MANAGEMENT LLC

ALPHARETTA GA · SEC CIK 0002001039

2026Q22026Q1 更早 9 个季度 🔒
$2.91亿2026Q2 申报市值
118持仓数
61.9%前十大占比 · 第一大 13.5%
27 / 7新建仓 / 清仓
申报市值走势$2.91亿2026Q2
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

FBND 13.5%
VMBS 10.6%
VCIT 7.9%
SPYV 5.9%
SCHF 5.5%
SPYG 5.4%
JEPI 3.9%
VGIT 3.6%
TBLL 3.0%
IVV 2.5%

2026Q2 买入最多 按季末市值估算

FBND 加仓+$158.72万
VLUE 新建仓+$137.70万
XLI 新建仓+$113.38万
EZU 新建仓+$109.22万
VMBS 加仓+$106.81万

2026Q2 卖出最多 按季末市值估算

CRM 清仓-$155.53万
GOOGL 减仓-$73.01万
ZTS 清仓-$71.29万
NFLX 清仓-$62.84万
BWA 减仓-$59.98万

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
VIG VANGUARD SPECIALIZED FUNDS $167.22万0.57%7,067 -487-6.4% -$11.52万 减仓
GOOG ALPHABET INC $173.63万0.60%4,914 -61-1.2% -$2.16万 减仓
MGM MGM RESORTS INTERNATIONAL $174.17万0.60%36,430 -10,976-23.2% -$52.48万 减仓
SCHW SCHWAB CHARLES CORP $179.28万0.62%19,430 -4,630-19.2% -$42.72万 减仓
BWA BORGWARNER INC $209.63万0.72%31,571 -9,033-22.2% -$59.98万 减仓
MSFT MICROSOFT CORP $246.15万0.85%6,599 -930-12.4% -$34.69万 减仓
NVDA NVIDIA CORPORATION $266.94万0.92%13,341 2,62424.5% $52.50万 加仓
IVW ISHARES TR $318.22万1.09%23,138 -2,003-8.0% -$27.55万 减仓
AMZN AMAZON COM INC $331.79万1.14%13,921 -2,127-13.3% -$50.69万 减仓
SPY STATE STR SPDR S&P 500 ETF T $333.21万1.15%4,462 -146-3.2% -$10.90万 减仓
SPMD SPDR SERIES TRUST $353.70万1.22%52,354 9341.8% $6.31万 加仓
AAPL APPLE INC $371.29万1.28%12,831 7226.0% $20.89万 加仓
GOOGL ALPHABET INC $512.09万1.76%14,329 -2,043-12.5% -$73.01万 减仓
JPIB J P MORGAN EXCHANGE TRADED F $693.80万2.38%143,496 1,3511.0% $6.53万 加仓
SCHE SCHWAB STRATEGIC TR $705.03万2.42%194,437 3,1631.7% $11.47万 加仓
IVV ISHARES TR $737.36万2.53%9,846 -149-1.5% -$11.16万 减仓
TBLL INVESCO EXCH TRADED FD TR II $879.67万3.02%83,326 -11-0.0% -$1,161 减仓
VGIT VANGUARD SCOTTSDALE FDS $1,047.16万3.60%177,546 2,9391.7% $17.33万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $1,122.36万3.86%198,717 4,4552.3% $25.16万 加仓
SPYG SPDR SERIES TRUST $1,579.18万5.43%132,715 3,4952.7% $41.59万 加仓
SCHF SCHWAB STRATEGIC TR $1,611.78万5.54%581,868 11,2682.0% $31.21万 加仓
SPYV SPDR SERIES TRUST $1,708.88万5.87%281,112 8,6523.2% $52.60万 加仓
VCIT VANGUARD SCOTTSDALE FDS $2,290.82万7.87%277,171 8,6053.2% $71.12万 加仓
VMBS VANGUARD SCOTTSDALE FDS $3,084.13万10.60%658,862 22,8183.6% $106.81万 加仓
FBND FIDELITY MERRIMACK STR TR $3,937.38万13.53%865,549 34,8924.2% $158.72万 加仓