POWER WEALTH MANAGEMENT LLC
ALPHARETTA GA · SEC CIK 0002001039
$2.69亿2026Q1 申报市值
96持仓数
62.9%前十大占比 · 第一大 14.1%
10 / 6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
VZ 新建仓+$163.28万
FBND 加仓+$68.11万
NVDA 加仓+$43.37万
EEM 新建仓+$32.10万
SPYG 加仓+$31.74万
2026Q1 卖出最多 按季末市值估算
VMBS 减仓-$267.02万
IJR 清仓-$230.54万
CHTR 清仓-$133.08万
VGIT 减仓-$113.91万
JPIB 减仓-$105.94万
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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $0 | 0.00% | 0 | -19,183 | -100.0% | -$230.54万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -6,375 | -100.0% | -$133.08万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -36,069 | -100.0% | -$103.95万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -979 | -100.0% | -$22.07万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -2,634 | -100.0% | -$21.42万 | 清仓 |
| SPSM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -16,073 | -100.0% | -$20.01万 | 清仓 |
| — | ALIGHT INC | $3.09万 | 0.01% | 53,089 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $13.01万 | 0.05% | 200 | 200 | — | $13.01万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY 看涨期权 | $17.57万 | 0.07% | 600 | 600 | — | $17.57万 | 新建仓 |
| L | LOEWS CORP | $20.29万 | 0.08% | 1,901 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $20.37万 | 0.08% | 1,056 | 1,056 | — | $20.37万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $21.14万 | 0.08% | 2,110 | 0 | 0.0% | — | 不变 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $21.96万 | 0.08% | 1,996 | 1,996 | — | $21.96万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $22.48万 | 0.08% | 163 | 163 | — | $22.48万 | 新建仓 |
| LIN | LINDE PLC | $23.75万 | 0.09% | 479 | -59 | -11.0% | -$2.92万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $23.96万 | 0.09% | 341 | 341 | — | $23.96万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $24.40万 | 0.09% | 3,574 | 0 | 0.0% | — | 不变 |
| NMM | NAVIOS MARITIME PARTNERS LP | $25.64万 | 0.10% | 3,800 | 3,800 | — | $25.64万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $25.73万 | 0.10% | 6,696 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $25.76万 | 0.10% | 2,750 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $26.47万 | 0.10% | 606 | 4 | 0.7% | $1,747 | 加仓 |
| SO | SOUTHERN CO | $27.16万 | 0.10% | 2,814 | -663 | -19.1% | -$6.40万 | 减仓 |
| KO | COCA COLA CO | $27.55万 | 0.10% | 3,622 | 553 | 18.0% | $4.21万 | 加仓 |
| GEV | GE VERNOVA INC | $27.76万 | 0.10% | 318 | 318 | — | $27.76万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $29.01万 | 0.11% | 4,033 | 438 | 12.2% | $3.15万 | 加仓 |
| WFC | WELLS FARGO & CO | $31.68万 | 0.12% | 3,979 | 1,153 | 40.8% | $9.18万 | 加仓 |
| EEM | ISHARES TR | $32.10万 | 0.12% | 5,653 | 5,653 | — | $32.10万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $41.79万 | 0.16% | 8,908 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $45.53万 | 0.17% | 2,131 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $46.83万 | 0.17% | 2,760 | 200 | 7.8% | $3.39万 | 加仓 |
| NOW | SERVICENOW INC | $48.01万 | 0.18% | 4,592 | 241 | 5.5% | $2.52万 | 加仓 |
| SHOP | SHOPIFY INC | $48.09万 | 0.18% | 4,054 | -276 | -6.4% | -$3.27万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $48.33万 | 0.18% | 1,643 | -77 | -4.5% | -$2.27万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $48.87万 | 0.18% | 6,636 | -531 | -7.4% | -$3.91万 | 减仓 |
| SUB | ISHARES TR | $49.25万 | 0.18% | 4,624 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $52.35万 | 0.19% | 7,682 | 3,870 | 101.5% | $26.37万 | 加仓 |
| AVGO | BROADCOM INC | $52.52万 | 0.20% | 1,697 | 489 | 40.5% | $15.14万 | 加仓 |
| AGG | ISHARES TR | $54.28万 | 0.20% | 5,468 | -918 | -14.4% | -$9.11万 | 减仓 |
| WDAY | WORKDAY INC | $57.50万 | 0.21% | 4,426 | 80 | 1.8% | $1.04万 | 加仓 |
| GLD | SPDR GOLD TR | $57.96万 | 0.22% | 1,347 | 629 | 87.6% | $27.07万 | 加仓 |
| FISV | FISERV INC | $59.13万 | 0.22% | 10,596 | -6 | -0.1% | -$335 | 减仓 |
| ORCL | ORACLE CORP | $62.22万 | 0.23% | 4,230 | 289 | 7.3% | $4.25万 | 加仓 |
| NFLX | NETFLIX INC. | $62.84万 | 0.23% | 6,536 | 491 | 8.1% | $4.72万 | 加仓 |
| ITOT | ISHARES TR | $63.17万 | 0.24% | 4,435 | 173 | 4.1% | $2.46万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $64.48万 | 0.24% | 1,291 | -66 | -4.9% | -$3.30万 | 减仓 |
| CI | THE CIGNA GROUP | $67.19万 | 0.25% | 2,519 | -61 | -2.4% | -$1.63万 | 减仓 |
| ZTS | ZOETIS INC | $71.29万 | 0.27% | 6,030 | -701 | -10.4% | -$8.29万 | 减仓 |
| IWF | ISHARES TR | $73.13万 | 0.27% | 1,715 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $73.63万 | 0.27% | 5,785 | -381 | -6.2% | -$4.85万 | 减仓 |
| MINT | PIMCO ETF TR | $76.96万 | 0.29% | 7,652 | -600 | -7.3% | -$6.03万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $78.07万 | 0.29% | 4,279 | -1,133 | -20.9% | -$20.67万 | 减仓 |
| EFX | EQUIFAX INC | $80.47万 | 0.30% | 4,469 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $82.05万 | 0.31% | 2,207 | 496 | 29.0% | $18.44万 | 加仓 |
| WMT | WALMART INC | $82.26万 | 0.31% | 6,619 | -63 | -0.9% | -$7,830 | 减仓 |
| ABNB | AIRBNB INC | $85.30万 | 0.32% | 6,755 | -1,349 | -16.6% | -$17.04万 | 减仓 |
| IWM | ISHARES TR | $86.85万 | 0.32% | 3,502 | -445 | -11.3% | -$11.04万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $91.50万 | 0.34% | 2,852 | 90 | 3.3% | $2.89万 | 加仓 |
| CTVA | CORTEVA INC | $93.84万 | 0.35% | 11,210 | -841 | -7.0% | -$7.04万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $95.31万 | 0.35% | 10,262 | -2,989 | -22.6% | -$27.76万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $105.35万 | 0.39% | 1,763 | -100 | -5.4% | -$5.98万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $105.35万 | 0.39% | 13,290 | 501 | 3.9% | $3.97万 | 加仓 |
| DE | DEERE & CO | $107.76万 | 0.40% | 1,913 | -151 | -7.3% | -$8.51万 | 减仓 |
| V | VISA INC | $107.81万 | 0.40% | 3,567 | -235 | -6.2% | -$7.10万 | 减仓 |
| ACWX | ISHARES TR | $116.92万 | 0.44% | 17,076 | 152 | 0.9% | $1.04万 | 加仓 |
| C | CITIGROUP INC | $121.67万 | 0.45% | 10,728 | -548 | -4.9% | -$6.21万 | 减仓 |
| LLY | ELI LILLY & CO | $135.53万 | 0.50% | 1,474 | -87 | -5.6% | -$8.00万 | 减仓 |
| GOOG | ALPHABET INC | $142.72万 | 0.53% | 4,975 | -188 | -3.6% | -$5.39万 | 减仓 |
| HD | HOME DEPOT INC | $152.38万 | 0.57% | 4,633 | 34 | 0.7% | $1.12万 | 加仓 |
| CRM | SALESFORCE INC | $155.53万 | 0.58% | 8,332 | -638 | -7.1% | -$11.91万 | 减仓 |
| ADSK | AUTODESK INC | $156.28万 | 0.58% | 6,528 | -898 | -12.1% | -$21.50万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $162.45万 | 0.60% | 7,554 | -244 | -3.1% | -$5.25万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $162.71万 | 0.61% | 5,558 | 104 | 1.9% | $3.04万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $163.28万 | 0.61% | 32,526 | 32,526 | — | $163.28万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $168.08万 | 0.63% | 8,042 | -802 | -9.1% | -$16.76万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $175.45万 | 0.65% | 47,406 | -6,796 | -12.5% | -$25.15万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $182.65万 | 0.68% | 3,812 | -258 | -6.3% | -$12.36万 | 减仓 |
| KR | KROGER CO | $184.85万 | 0.69% | 25,546 | -1,200 | -4.5% | -$8.68万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $185.11万 | 0.69% | 11,769 | -1,810 | -13.3% | -$28.47万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $186.90万 | 0.70% | 10,717 | 2,487 | 30.2% | $43.37万 | 加仓 |
| META | META PLATFORMS INC | $189.35万 | 0.70% | 3,310 | -137 | -4.0% | -$7.84万 | 减仓 |
| MUB | ISHARES TR | $189.94万 | 0.71% | 17,894 | -1,574 | -8.1% | -$16.71万 | 减仓 |
| BWA | BORGWARNER INC | $220.32万 | 0.82% | 40,604 | -3,734 | -8.4% | -$20.26万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $226.12万 | 0.84% | 24,060 | -2,997 | -11.1% | -$28.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $278.71万 | 1.04% | 7,529 | -258 | -3.3% | -$9.55万 | 减仓 |
| IVW | ISHARES TR | $284.37万 | 1.06% | 25,141 | 1,703 | 7.3% | $19.26万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $299.68万 | 1.12% | 4,608 | 57 | 1.3% | $3.71万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $304.51万 | 1.13% | 51,420 | 1,318 | 2.6% | $7.81万 | 加仓 |
| AAPL | APPLE INC | $307.32万 | 1.14% | 12,109 | 456 | 3.9% | $11.57万 | 加仓 |
| AMZN | AMAZON COM INC | $334.22万 | 1.24% | 16,048 | -835 | -4.9% | -$17.39万 | 减仓 |
| GOOGL | ALPHABET INC | $470.79万 | 1.75% | 16,372 | -460 | -2.7% | -$13.23万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $630.25万 | 2.34% | 191,274 | 5,999 | 3.2% | $19.77万 | 加仓 |
| IVV | ISHARES TR | $652.88万 | 2.43% | 9,995 | -81 | -0.8% | -$5.29万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $679.74万 | 2.53% | 142,145 | -22,153 | -13.5% | -$105.94万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $879.63万 | 3.27% | 83,337 | 1,009 | 1.2% | $10.65万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,039.78万 | 3.87% | 174,607 | -19,128 | -9.9% | -$113.91万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,101.08万 | 4.10% | 194,262 | 5,162 | 2.7% | $29.26万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,265.20万 | 4.71% | 129,220 | 3,242 | 2.6% | $31.74万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,412.24万 | 5.25% | 570,600 | 11,221 | 2.0% | $27.77万 | 加仓 |