Powell Investment Advisors, LLC 13F 持仓 · 2026年Q2
Powell Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 167 只证券，申报市值合计 3.17 亿美元。前几大持仓：IVW（12.13%）、IVE（11.38%）、IWN（8.05%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $38.4M | 12.13% | 279,385 | 减持 |
| 2 | IVE | ISHARES TR | $36.1M | 11.38% | 158,794 | 增持 |
| 3 | IWN | ISHARES TR | $25.5M | 8.05% | 115,249 | 减持 |
| 4 | IWO | ISHARES TR | $23.9M | 7.54% | 60,650 | 减持 |
| 5 | QQQ | INVESCO QQQ TR | $23.6M | 7.45% | 32,024 | 增持 |
| 6 | DVY | ISHARES TR | $15.5M | 4.90% | 99,237 | 增持 |
| 7 | AMZN | AMAZON COM INC | $9.0M | 2.84% | 37,800 | 减持 |
| 8 | IWS | ISHARES TR | $8.8M | 2.77% | 53,243 | 增持 |
| 9 | IWP | ISHARES TR | $7.6M | 2.41% | 52,203 | 减持 |
| 10 | EFA | ISHARES TR | $7.4M | 2.33% | 70,899 | 减持 |
| 11 | NVDA | NVIDIA CORPORATION | $6.9M | 2.19% | 34,616 | 减持 |
| 12 | GS | GOLDMAN SACHS GROUP INC | $6.7M | 2.11% | 6,594 | 增持 |
| 13 | TSLA | TESLA INC | $5.6M | 1.77% | 13,297 | 减持 |
| 14 | AAPL | APPLE INC | $4.1M | 1.30% | 14,199 | 减持 |
| 15 | IOO | ISHARES TR | $4.1M | 1.28% | 29,651 | 增持 |
| 16 | CWB | SPDR SERIES TRUST | $3.3M | 1.03% | 30,317 | 增持 |
| 17 | JPM | JPMORGAN CHASE & CO | $3.1M | 0.98% | 9,451 | 减持 |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $2.9M | 0.93% | 49,233 | 增持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $2.6M | 0.83% | 3,505 | 减持 |
| 20 | FBND | FIDELITY MERRIMACK STR TR | $2.5M | 0.78% | 54,171 | 减持 |
| 21 | VUG | VANGUARD INDEX FDS | $2.5M | 0.78% | 28,775 | 增持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.70% | 4,448 | 减持 |
| 23 | IWM | ISHARES TR | $2.2M | 0.68% | 7,163 | 减持 |
| 24 | GOOGL | ALPHABET INC | $2.0M | 0.63% | 5,547 | 增持 |
| 25 | PFF | ISHARES TR | $2.0M | 0.62% | 64,624 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR