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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 105 项
建仓 8
增持 57
减持 21
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
IVW
ISHARES TR
-$3.3M
273,020
-13%
减持
IWN
ISHARES TR
-$2.5M
83,040
-14%
减持
IWO
ISHARES TR
-$1.3M
45,887
-12%
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
IVE
ISHARES TR
-$1.2M
143,728
+0%
减持
DVY
ISHARES TR
-$1.1M
87,635
-2%
建仓
CQP
CHENIERE ENERGY PARTNERS LP
+$761.0K
14,255
增持
EFA
ISHARES TR
-$578.0K
107,680
+2%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$560.0K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$481.0K
113,680
+2%
减持
QQQ
INVESCO QQQ TR
-$402.0K
24,165
-1%
清仓
VV
VANGUARD INDEX FDS
-$329.0K
0
-100%
清仓
—
SOCIAL CAPITAL HEDOSOPHA HLD
-$318.0K
0
-100%
建仓
CVX
CHEVRON CORP NEW
+$300.0K
2,088
增持
TSLA
TESLA INC
+$259.0K
3,038
+274%
增持
IWP
ISHARES TR
+$257.0K
60,493
+7%
清仓
—
PARAMOUNT GLOBAL
-$234.0K
0
-100%
清仓
FRT
FEDERAL RLTY INVT TR NEW
-$211.0K
0
-100%
建仓
NFLX
NETFLIX INC
+$210.0K
892
清仓
NNN
NATIONAL RETAIL PROPERTIES I
-$208.0K
0
-100%
增持
GIS
GENERAL MLS INC
+$207.0K
11,344
+29%
建仓
TIP
ISHARES TR
+$195.0K
1,860
增持
LEN
LENNAR CORP
+$177.0K
6,283
+52%
增持
GILD
GILEAD SCIENCES INC
+$163.0K
7,097
+59%
减持
CWB
SPDR SER TR
-$151.0K
33,127
-5%
清仓
IYY
ISHARES TR
-$149.0K
0
-100%
增持
IWS
ISHARES TR
-$145.0K
51,590
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$144.0K
8,653
+42%
增持
HD
HOME DEPOT INC
+$141.0K
2,337
+27%
清仓
MSOS
ADVISORSHARES TR
-$131.0K
0
-100%
增持
F
FORD MTR CO DEL
+$131.0K
63,731
+22%
减持
PAVE
GLOBAL X FDS
-$130.0K
111,650
-6%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$128.0K
4,645
+60%
清仓
—
SALIENT MIDSTREAM & MLP FD
-$124.0K
0
-100%
增持
ED
CONSOLIDATED EDISON INC
+$122.0K
6,671
+41%
增持
PFF
ISHARES TR
-$118.0K
104,950
+0%
增持
—
BLACKROCK INC
+$116.0K
732
+55%
增持
C
CITIGROUP INC
+$116.0K
9,386
+57%
增持
MS
MORGAN STANLEY
+$115.0K
4,066
+50%
增持
FBND
FIDELITY MERRIMACK STR TR
+$111.0K
15,167
+25%
增持
TAP
MOLSON COORS BEVERAGE CO
+$110.0K
8,956
+53%
清仓
ACTG
ACACIA RESH CORP
-$108.0K
0
-100%
增持
SCCO
SOUTHERN COPPER CORP
+$106.0K
9,177
+50%
增持
—
MEDTRONIC PLC
+$105.0K
6,213
+40%
增持
ESS
ESSEX PPTY TR INC
+$105.0K
1,766
+42%
清仓
—
DESKTOP METAL INC
-$104.0K
0
-100%
增持
SPYD
SPDR SER TR
-$97.0K
24,183
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$97.0K
2,400
-5%
增持
GOOGL
ALPHABET INC
-$95.0K
4,180
+1741%
增持
KO
COCA COLA CO
+$94.0K
10,662
+33%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$94.0K
2,465
-35%
增持
SON
SONOCO PRODS CO
+$91.0K
18,814
+10%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$84.0K
10,488
+62%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$82.0K
7,748
-7%
减持
BX
BLACKSTONE INC
-$78.0K
5,521
-7%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
-$75.0K
52,472
+0%
减持
IWM
ISHARES TR
-$68.0K
3,833
-7%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
-$67.0K
50,504
+1%
减持
XLF
SELECT SECTOR SPDR TR
-$67.0K
15,826
-9%
清仓
IGV
ISHARES TR
-$67.0K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$66.0K
0
-100%
减持
IJH
ISHARES TR
-$63.0K
1,192
-17%
减持
—
ELYS GAME TECHNOLOGY CORP
-$62.0K
48,000
-58%
减持
AAPL
APPLE INC
-$62.0K
14,904
-4%
清仓
—
ENSYSCE BIOSCIENCES INC
-$61.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$61.0K
2,580
+0%
增持
MUB
ISHARES TR
-$61.0K
19,065
+1%
减持
GLD
SPDR GOLD TR
-$60.0K
1,921
-9%
建仓
LIANY
LIANBIO
+$60.0K
30,000
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$56.0K
5,045
+31%
减持
GSLC
GOLDMAN SACHS ETF TR
-$52.0K
5,552
-7%
清仓
SOXX
ISHARES TR
-$52.0K
0
-100%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$51.0K
44,105
+0%
建仓
—
FOXO TECHNOLOGIES INC
+$49.0K
38,500
增持
GOOG
ALPHABET INC
-$49.0K
3,760
+1900%
清仓
HUMA
HUMACYTE INC
-$45.0K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
-$42.0K
15,188
+0%
增持
ENB
ENBRIDGE INC
+$41.0K
6,585
+37%
清仓
—
INTEGRATED MEDIA TECHNLOGY L
-$39.0K
0
-100%
增持
NEM
NEWMONT CORP
+$38.0K
6,649
+65%
减持
XBI
SPDR SER TR
-$37.0K
245
-67%
增持
MINT
PIMCO ETF TR
+$36.0K
14,807
+3%
增持
AMLP
ALPS ETF TR
+$33.0K
15,102
+0%
增持
MCD
MCDONALDS CORP
-$33.0K
2,034
+0%
减持
AMZN
AMAZON COM INC
+$33.0K
12,849
-4%
减持
—
WELLS FARGO CO NEW
-$32.0K
100
-19%
清仓
—
ENTHUSIAST GAMING HLDGS INC
-$32.0K
0
-100%
增持
IP
INTERNATIONAL PAPER CO
+$28.0K
13,278
+41%
增持
EEM
ISHARES TR
+$28.0K
4,318
+41%
增持
LMT
LOCKHEED MARTIN CORP
+$27.0K
737
+23%
增持
PFE
PFIZER INC
+$26.0K
14,279
+25%
清仓
—
CLARUS THERAPEUTICS HLDNGS I
-$23.0K
0
-100%
增持
HTD
HANCOCK JOHN TAX-ADVANTAGED
-$21.0K
10,597
+0%
增持
PM
PHILIP MORRIS INTL INC
+$19.0K
3,587
+27%
增持
LQD
ISHARES TR
-$16.0K
2,111
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$11.0K
8,866
+1%
增持
INTC
INTEL CORP
-$9.0K
14,547
+42%
增持
HYG
ISHARES TR
-$6.0K
3,232
+0%
增持
PAYX
PAYCHEX INC
-$4.0K
2,542
+0%
增持
VOO
VANGUARD INDEX FDS
-$4.0K
210
+0%
增持
JPM
JPMORGAN CHASE & CO
-$4.0K
3,582
+7%
增持
T
AT&T INC
+$3.0K
29,526
+38%
增持
VZ
VERIZON COMMUNICATIONS INC
-$3.0K
6,448
+32%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0K
4,248
+2%
建仓
IEO
ISHARES TR
+$0
0
建仓
VTWG
VANGUARD SCOTTSDALE FDS
+$0
0
