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Powell Investment Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Powell Investment Advisors, LLC
报告期 2026-03-31 · CIK 0001802195
持仓数
174
前50大市值合计
$249.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 107 项
建仓 14
增持 66
减持 10
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$6.2M
0
-100%
增持
AMZN
AMAZON COM INC
+$970.0K
405
+286%
增持
IVE
ISHARES TR
+$960.0K
134,105
+5%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
IWN
ISHARES TR
+$910.0K
91,505
+10%
增持
DVY
ISHARES TR
+$902.0K
86,369
+4%
增持
AAPL
APPLE INC
+$867.0K
16,892
+44%
建仓
TSLA
TESLA INC
+$804.0K
746
增持
GS
GOLDMAN SACHS GROUP INC
-$738.0K
14,440
+0%
清仓
NBB
NUVEEN TAXABLE MUNICPAL INM
-$732.0K
0
-100%
增持
IVW
ISHARES TR
-$707.0K
290,389
+6%
增持
IWS
ISHARES TR
+$703.0K
43,919
+18%
清仓
VKQ
INVESCO MUN TR
-$674.0K
0
-100%
清仓
—
BLACKROCK MUN INCOME QUALITY
-$645.0K
0
-100%
建仓
GOOGL
ALPHABET INC
+$631.0K
227
建仓
GOOG
ALPHABET INC
+$506.0K
181
减持
PFF
ISHARES TR
-$456.0K
125,843
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$418.0K
2,671
+52%
增持
IWP
ISHARES TR
+$396.0K
45,549
+26%
增持
QQQ
INVESCO QQQ TR
-$385.0K
18,344
+4%
建仓
GLD
SPDR GOLD TR
+$369.0K
2,040
清仓
ISD
PGIM HIGH YIELD BOND FUND IN
-$366.0K
0
-100%
建仓
—
PARAMOUNT GLOBAL
+$356.0K
9,349
清仓
XEVVX
EATON VANCE LTD DURATION INC
-$333.0K
0
-100%
清仓
XFRAX
BLACKROCK FLOATING RATE INCO
-$320.0K
0
-100%
清仓
LEO
BNY MELLON STRATEGIC MUNS IN
-$307.0K
0
-100%
清仓
—
FEDERAL RLTY INVT TR
-$300.0K
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
+$275.0K
12,085
+96%
建仓
FRT
FEDERAL RLTY INVT TR NEW
+$269.0K
2,183
建仓
—
SOCIAL CAPITAL HEDOSOPHA HLD
+$242.0K
24,000
减持
CWB
SPDR SER TR
-$237.0K
31,141
-2%
增持
—
EXXON MOBIL CORP
+$226.0K
6,117
+34%
建仓
ENB
ENBRIDGE INC
+$221.0K
4,796
增持
XLE
SELECT SECTOR SPDR TR
+$220.0K
8,731
+8%
建仓
WMB
WILLIAMS COS INC
+$207.0K
6,203
减持
PMO
PUTNAM MUN OPPORTUNITIES TR
-$195.0K
58,496
-4%
增持
XLF
SELECT SECTOR SPDR TR
+$185.0K
15,772
+47%
增持
F
FORD MTR CO DEL
-$177.0K
68,726
+7%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
-$160.0K
52,406
+0%
清仓
—
CLARUS THERAPEUTICS HLDNGS I
-$156.0K
0
-100%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
-$147.0K
58,986
+1%
清仓
—
XOS INC
-$128.0K
0
-100%
增持
TYL
TYLER TECHNOLOGIES INC
-$120.0K
1,309
+0%
减持
—
WHEELS UP EXPERIENCE INC
-$114.0K
12,000
-63%
增持
SPY
SPDR S&P 500 ETF TR
+$106.0K
2,439
+17%
增持
HD
HOME DEPOT INC
-$104.0K
971
+2%
增持
CQP
CHENIERE ENERGY PARTNERS LP
+$103.0K
6,949
+1%
增持
AMLP
ALPS ETF TR
+$97.0K
14,301
+4%
清仓
CIFR
CIPHER MINING INC
-$96.0K
0
-100%
增持
EFA
ISHARES TR
+$93.0K
99,692
+8%
增持
NEE
NEXTERA ENERGY INC
-$92.0K
10,856
+0%
增持
SON
SONOCO PRODS CO
+$86.0K
16,995
+1%
清仓
—
CYNGN INC
-$85.0K
0
-100%
清仓
—
DESKTOP METAL INC
-$84.0K
0
-100%
增持
PFE
PFIZER INC
-$82.0K
11,424
+0%
增持
AVY
AVERY DENNISON CORP
-$80.0K
1,980
+1%
减持
—
MOGO INC
-$79.0K
24,500
-44%
增持
CSCO
CISCO SYS INC
-$74.0K
10,857
+1%
增持
JPM
JPMORGAN CHASE & CO
-$64.0K
3,357
+2%
增持
WFC
WELLS FARGO CO NEW
+$64.0K
3,169
+68%
建仓
—
ENSYSCE BIOSCIENCES INC
+$57.0K
50,000
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$55.0K
8,328
+0%
增持
IWO
ISHARES TR
-$52.0K
46,785
+14%
增持
SPYD
SPDR SER TR
+$51.0K
20,335
+1%
增持
MSFT
MICROSOFT CORP
+$49.0K
2,578
+16%
建仓
IRD
OCUPHIRE PHARMA INC
+$44.0K
13,500
增持
PAVE
GLOBAL X FDS
+$44.0K
115,974
+4%
减持
MINT
PIMCO ETF TR
-$41.0K
16,262
-1%
减持
IYW
ISHARES TR
-$40.0K
1,615
-10%
增持
—
ELYS GAME TECHNOLOGY CORP
-$39.0K
78,000
+6%
增持
IWM
ISHARES TR
+$38.0K
2,272
+18%
建仓
CABA
CABALETTA BIO INC
+$30.0K
15,000
减持
—
BK OF AMERICA CORP
-$28.0K
155
-3%
减持
—
SVF INVESTMENT CORP
-$27.0K
49,000
-3%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$26.0K
3,778
+0%
增持
MS
MORGAN STANLEY
-$25.0K
2,680
+2%
清仓
MCHI
ISHARES TR
-$25.0K
0
-100%
增持
MO
ALTRIA GROUP INC
+$23.0K
4,255
+1%
增持
META
META PLATFORMS INC
-$22.0K
1,673
+43%
增持
JNJ
JOHNSON & JOHNSON
+$22.0K
2,257
+2%
清仓
ECNS
ISHARES TR
-$19.0K
0
-100%
增持
IOO
ISHARES TR
+$19.0K
10,715
+5%
增持
GSLC
GOLDMAN SACHS ETF TR
+$17.0K
5,948
+10%
增持
VV
VANGUARD INDEX FDS
-$17.0K
1,373
+0%
清仓
LIT
GLOBAL X FDS
-$17.0K
0
-100%
增持
HYG
ISHARES TR
-$15.0K
3,282
+0%
增持
—
WELLS FARGO CO NEW
+$15.0K
124
+24%
增持
IJH
ISHARES TR
-$15.0K
1,018
+0%
增持
NNN
NATIONAL RETAIL PROPERTIES I
-$15.0K
4,823
+0%
增持
LUMN
LUMEN TECHNOLOGIES INC
-$14.0K
12,618
+1%
减持
IYY
ISHARES TR
-$14.0K
1,098
-5%
增持
XLV
SELECT SECTOR SPDR TR
-$12.0K
3,506
+0%
增持
LLY
LILLY ELI & CO
+$12.0K
860
+1%
增持
EEM
ISHARES TR
-$11.0K
3,058
+0%
增持
WM
WASTE MGMT INC DEL
-$11.0K
1,676
+1%
增持
BAC
BK OF AMERICA CORP
-$11.0K
6,326
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$7.0K
1,847
+0%
增持
GIS
GENERAL MLS INC
+$6.0K
8,735
+0%
增持
HTD
HANCOCK JOHN TAX-ADVANTAGED
-$6.0K
10,581
+0%
增持
MRSH
MARSH & MCLENNAN COS INC
-$6.0K
2,359
+0%
增持
IJR
ISHARES TR
-$5.0K
3,359
+5%
增持
SCHW
SCHWAB CHARLES CORP
+$5.0K
11,738
+0%
增持
T
AT&T INC
+$4.0K
9,125
+6%
增持
CVS
CVS HEALTH CORP
-$1.0K
2,637
+1%
增持
PAYX
PAYCHEX INC
+$0
2,538
+0%
建仓
VTV
VANGUARD INDEX FDS
+$0
0
建仓
URA
GLOBAL X FDS
+$0
0
增持
EFV
ISHARES TR
+$0
676
+0%
