Powers Advisory Group, LLC 13F 持仓 · 2026年Q2
Powers Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 130 只证券，申报市值合计 3.19 亿美元。前几大持仓：SCHX（11.05%）、DGRO（7.53%）、SCHD（7.06%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $35.3M | 11.05% | 1.2M | 减持 |
| 2 | DGRO | ISHARES TR | $24.0M | 7.53% | 317,138 | 增持 |
| 3 | SCHD | SCHWAB STRATEGIC TR | $22.5M | 7.06% | 710,781 | 增持 |
| 4 | SCHF | SCHWAB STRATEGIC TR | $17.0M | 5.33% | 613,588 | 增持 |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | $16.2M | 5.07% | 195,822 | 增持 |
| 6 | SCHG | SCHWAB STRATEGIC TR | $13.8M | 4.32% | 407,333 | 增持 |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $12.3M | 3.87% | 156,133 | 增持 |
| 8 | BND | VANGUARD BD INDEX FDS | $12.0M | 3.76% | 163,579 | 增持 |
| 9 | SHYG | ISHARES TR | $10.7M | 3.34% | 251,518 | 增持 |
| 10 | IGSB | ISHARES TR | $10.0M | 3.12% | 190,125 | 增持 |
| 11 | FDVV | FIDELITY COVINGTON TRUST | $9.4M | 2.95% | 156,160 | 增持 |
| 12 | SCHA | SCHWAB STRATEGIC TR | $7.0M | 2.18% | 192,801 | 增持 |
| 13 | SCHM | SCHWAB STRATEGIC TR | $6.7M | 2.10% | 181,741 | 增持 |
| 14 | DOL | WISDOMTREE TR | $6.0M | 1.90% | 81,325 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $5.3M | 1.65% | 14,098 | 减持 |
| 16 | FLOT | ISHARES TR | $4.6M | 1.45% | 90,359 | 增持 |
| 17 | DGRW | WISDOMTREE TR | $4.6M | 1.44% | 48,081 | 增持 |
| 18 | DIVI | FRANKLIN TEMPLETON ETF TR | $4.3M | 1.34% | 99,984 | 增持 |
| 19 | WTV | WISDOMTREE TR | $3.4M | 1.08% | 33,843 | 增持 |
| 20 | WMT | WALMART INC | $3.4M | 1.06% | 29,919 | 减持 |
| 21 | DFAS | DIMENSIONAL ETF TRUST | $3.1M | 0.99% | 38,176 | 增持 |
| 22 | AAPL | APPLE INC | $3.0M | 0.95% | 10,472 | 减持 |
| 23 | DON | WISDOMTREE TR | $2.7M | 0.83% | 46,923 | 减持 |
| 24 | JNJ | JOHNSON & JOHNSON | $2.5M | 0.77% | 9,697 | 减持 |
| 25 | LLY | ELI LILLY & CO | $2.4M | 0.74% | 1,964 | 减持 |
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