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
CRM SALESFORCE INC $00.00%0 -8,332-100.0% -$155.53万 清仓
ZTS ZOETIS INC $00.00%0 -6,030-100.0% -$71.29万 清仓
NFLX NETFLIX INC. $00.00%0 -6,536-100.0% -$62.84万 清仓
FISV FISERV INC $00.00%0 -10,596-100.0% -$59.13万 清仓
WFC WELLS FARGO & CO $00.00%0 -3,979-100.0% -$31.68万 清仓
IBIT ISHARES BITCOIN TRUST ETF $00.00%0 -6,696-100.0% -$25.73万 清仓
ELV ELEVANCE HEALTH INC FORMERLY 看涨期权 $00.00%0 -600-100.0% -$17.57万 清仓
— ALIGHT INC $2.77万0.01%49,514 -3,575-6.7% -$2,002 减仓
SPY STATE STR SPDR S&P 500 ETF T 看跌期权 $7.47万0.03%100 -100-50.0% -$7.47万 减仓
RTX RTX CORPORATION $20.04万0.07%1,056 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $20.30万0.07%3,401 -906-21.0% -$5.41万 重新持有
IWV ISHARES TR $20.68万0.07%485 485— $20.68万 新建仓
HWM HOWMET AEROSPACE INC $20.78万0.07%773 773— $20.78万 新建仓
ETR ENTERGY CORP NEW $21.03万0.07%1,831 1,831— $21.03万 新建仓
DGX QUEST DIAGNOSTICS INC $21.20万0.07%1,000 1,000— $21.20万 新建仓
L LOEWS CORP $21.52万0.07%1,901 00.0% — 不变
PWR QUANTA SVCS INC $21.53万0.07%299 299— $21.53万 新建仓
EIX EDISON INTL $22.20万0.08%2,982 2,982— $22.20万 新建仓
UBER UBER TECHNOLOGIES INC $22.67万0.08%3,141 -892-22.1% -$6.44万 减仓
SPSM SPDR SERIES TRUST $23.06万0.08%3,999 -439-9.9% -$2.53万 重新持有
FTI TECHNIPFMC PLC $24.16万0.08%3,644 3,644— $24.16万 新建仓
CSCO CISCO SYS INC $24.22万0.08%2,062 2,062— $24.22万 新建仓
WELL WELLTOWER INC $24.42万0.08%1,076 1,076— $24.42万 新建仓
LIN LINDE PLC $24.86万0.09%479 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $25.62万0.09%2,110 00.0% — 不变
CAH CARDINAL HEALTH INC $26.08万0.09%1,098 1,098— $26.08万 新建仓
NMM NAVIOS MARITIME PARTNERS LP $26.63万0.09%3,800 00.0% — 不变
SO SOUTHERN CO $27.10万0.09%2,831 170.6% $1,627 加仓
RDVY FIRST TR EXCHANGE TRADED FD $28.97万0.10%3,574 00.0% — 不变
MU MICRON TECHNOLOGY INC $29.32万0.10%254 254— $29.32万 新建仓
KO COCA COLA CO $29.44万0.10%3,622 00.0% — 不变
NOW SERVICENOW INC $29.48万0.10%2,969 -1,623-35.3% -$16.11万 减仓
VUG VANGUARD INDEX FDS $31.32万0.11%3,636 00.0% — 不变
TDIV FIRST TR EXCHANGE TRADED FD $31.59万0.11%2,750 00.0% — 不变
FIX COMFORT SYS USA INC $31.91万0.11%161 -2-1.2% -$3,964 减仓
EME EMCOR GROUP INC $32.45万0.11%391 391— $32.45万 新建仓
FLEX FLEX LTD $33.55万0.12%2,070 2,070— $33.55万 新建仓
FIS FIDELITY NATL INFORMATION SV $34.63万0.12%8,908 00.0% — 不变
GEV GE VERNOVA INC $34.78万0.12%296 -22-6.9% -$2.58万 减仓
SHOP SHOPIFY INC $35.52万0.12%3,111 -943-23.3% -$10.77万 减仓
— EXXON MOBIL CORP $37.73万0.13%2,760 00.0% — 不变
D DOMINION ENERGY INC $39.03万0.13%5,715 5,715— $39.03万 新建仓
AMAT APPLIED MATLS INC $39.69万0.14%549 549— $39.69万 新建仓
APH AMPHENOL CORP $39.71万0.14%2,252 2,252— $39.71万 新建仓
CRS CARPENTER TECHNOLOGY CORP $39.91万0.14%647 647— $39.91万 新建仓
WDAY WORKDAY INC $42.08万0.14%3,437 -989-22.3% -$12.11万 减仓
MA MASTERCARD INCORPORATED $43.71万0.15%851 -440-34.1% -$22.60万 减仓
PH PARKER-HANNIFIN CORP $43.92万0.15%449 449— $43.92万 新建仓
LITE LUMENTUM HLDGS INC $44.19万0.15%515 17451.0% $14.93万 加仓
GDDY GODADDY INC $44.23万0.15%5,211 5,211— $44.23万 新建仓
ORCL ORACLE CORP $44.28万0.15%3,021 -1,209-28.6% -$17.72万 减仓
TXN TEXAS INSTRS INC $46.72万0.16%1,567 1,567— $46.72万 新建仓
BND VANGUARD BD INDEX FDS $48.50万0.17%6,607 -29-0.4% -$2,129 减仓
SUB ISHARES TR $49.23万0.17%4,624 00.0% — 不变
IWD ISHARES TR $51.66万0.18%2,131 00.0% — 不变
CI THE CIGNA GROUP $53.61万0.18%1,945 -574-22.8% -$15.82万 减仓
AGG ISHARES TR $56.77万0.20%5,735 2674.9% $2.64万 加仓
J JACOBS SOLUTIONS INC $58.70万0.20%4,658 -1,127-19.5% -$14.20万 减仓
JPM JPMORGAN CHASE & CO $63.76万0.22%1,948 30518.6% $9.98万 加仓
CTVA CORTEVA INC $63.83万0.22%7,537 -3,673-32.8% -$31.10万 减仓
TSLA TESLA INC $64.86万0.22%1,542 -665-30.1% -$27.97万 减仓
AVGO BROADCOM INC $65.62万0.23%1,737 402.4% $1.51万 加仓
COF CAPITAL ONE FINL CORP $67.86万0.23%3,383 -896-20.9% -$17.97万 减仓
ABNB AIRBNB INC $68.82万0.24%4,809 -1,946-28.8% -$27.85万 减仓
EFX EQUIFAX INC $70.93万0.24%4,469 00.0% — 不变
WMT WALMART INC $74.97万0.26%6,619 00.0% — 不变
MINT PIMCO ETF TR $79.61万0.27%7,897 2453.2% $2.47万 加仓
ITOT ISHARES TR $80.57万0.28%4,905 47010.6% $7.72万 加仓
DE DEERE & CO $80.69万0.28%1,272 -641-33.5% -$40.66万 减仓
IEV ISHARES TR $85.67万0.29%11,760 11,760— $85.67万 新建仓
IWF ISHARES TR $85.81万0.29%6,911 510.7% $6,333 加仓
V VISA INC $88.14万0.30%2,569 -998-28.0% -$34.24万 减仓
NEE NEXTERA ENERGY INC $90.07万0.31%10,262 00.0% — 不变
DTH WISDOMTREE TR $90.63万0.31%16,749 16,749— $90.63万 新建仓
CMI CUMMINS INC $96.07万0.33%1,347 1,347— $96.07万 新建仓
ADSK AUTODESK INC $100.32万0.34%5,160 -1,368-21.0% -$26.60万 减仓
FYX FIRST TR EXCHANGE-TRADED ALP $101.82万0.35%7,056 7,056— $101.82万 新建仓
IWM ISHARES TR $101.91万0.35%3,392 -110-3.1% -$3.30万 减仓
VCSH VANGUARD SCOTTSDALE FDS $104.41万0.36%13,212 -78-0.6% -$6,164 减仓
DBP INVESCO DB MULTI-SECTOR COMM $104.89万0.36%11,343 9,347468.3% $86.44万 加仓
VTI VANGUARD INDEX FDS $104.98万0.36%2,837 -15-0.5% -$5,551 减仓
SLV ISHARES SILVER TR $105.25万0.36%19,683 12,001156.2% $64.17万 加仓
EZU ISHARES INC $109.22万0.38%15,715 15,715— $109.22万 新建仓
VZ VERIZON COMMUNICATIONS INC $110.19万0.38%26,025 -6,501-20.0% -$27.53万 减仓
ICE INTERCONTINENTAL EXCHANGE IN $111.97万0.38%9,095 -2,674-22.7% -$32.92万 减仓
XLI SELECT SECTOR SPDR TR $113.38万0.39%6,121 6,121— $113.38万 新建仓
KR KROGER CO $113.50万0.39%20,439 -5,107-20.0% -$28.36万 减仓
TEL TE CONNECTIVITY PLC $118.28万0.41%5,867 -2,175-27.0% -$43.85万 减仓
C CITIGROUP INC $118.67万0.41%8,479 -2,249-21.0% -$31.48万 减仓
VOO VANGUARD INDEX FDS $120.74万0.42%1,758 -5-0.3% -$3,434 减仓
LLY ELI LILLY & CO $126.18万0.43%1,052 -422-28.6% -$50.62万 减仓
ACWX ISHARES TR $131.08万0.45%17,223 1470.9% $1.12万 加仓
EEM ISHARES TR $132.78万0.46%19,409 13,756243.3% $94.11万 加仓
GLD SPDR GOLD TR $134.38万0.46%3,648 2,301170.8% $84.76万 加仓
VLUE ISHARES TR $137.70万0.47%6,891 6,891— $137.70万 新建仓
MUB ISHARES TR $146.57万0.50%13,619 -4,275-23.9% -$46.01万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $155.17万0.53%3,101 -711-18.7% -$35.58万 减仓
HD HOME DEPOT INC $157.02万0.54%4,452 -181-3.9% -$6.38万 减仓
META META PLATFORMS INC $158.80万0.55%2,819 -491-14.8% -$27.66万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $166.86万0.57%4,315 -1,243-22.4% -$48.07万 减仓