申报总市值
US$2.7亿
申报季度: 2026-03-31 · 持股只数: 96
POWER WEALTH MANAGEMENT LLC在最新一期 13F 报告中披露了 96 项持股，申报期为 2026-03-31，总持股市值约为 US$2.7亿，季度换手率为 10.9%。
加仓 FBND
+1.8% US$33.8万
加仓 SCHF
+2.0% US$67.5万
减仓 VMBS
-8.2% -US$276.0万
加仓 SPYV
+1.8% US$20.6万
加仓 VCIT
+0.0% -US$26.2万
减仓 JPIB
-13.5% -US$120.4万
仅显示前 94 大持股（共 96 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-其他 | 14.10% | +0.88% | +1.83% | |
| 2 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 11.11% | -0.38% | -8.21% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 8.27% | +0.35% | +0.03% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 5.74% | +0.38% | +1.77% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.25% | +0.52% | +2.01% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 4.71% | -0.02% | +2.57% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.10% | +0.29% | +2.73% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.87% | -0.22% | -9.87% | |
| 9 | TBLL | Invesco Short Term Treasury | ETF-政府公债 | 3.27% | — | +1.23% | |
| 10 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 2.53% | -0.29% | -13.48% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.43% | — | -0.80% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 2.34% | +0.21% | +3.24% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.75% | -0.10% | -2.73% | |
| 14 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.24% | -0.13% | -4.95% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.16% | — | +5.65% | |
| 16 | AAPL | Apple INC | 股票-科技 | 1.14% | — | +3.91% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.13% | — | +2.63% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.06% | — | +7.27% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | -0.29% | -3.31% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.84% | -0.11% | -11.08% | |
| 21 | BWA | Borgwarner INC | 股票-周期性消费 | 0.82% | +0.12% | -8.42% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.71% | — | -8.09% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.70% | -0.10% | -3.97% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | +0.16% | +30.22% | |
| 25 | ICE | Intercontinental Exchange In | 股票-金融 | 0.69% | -0.08% | -13.33% | |
| 26 | KR | Kroger Co | 股票-非周期性消费 | 0.69% | — | -4.49% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | -0.04% | -6.34% | |
| 28 | ELV | Elevance Health INC | 股票-医疗保健 | 0.67% | — | +12.91% | |
| 29 | MGM | Mgm Resorts International | 股票-周期性消费 | 0.65% | -0.05% | -12.54% | |
| 30 | TEL | TE Connectivity plc | 股票-科技 | 0.63% | -0.08% | -9.07% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.61% | +0.61% | NEW | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.60% | — | -3.13% | |
| 33 | ADSK | Autodesk INC | 股票-科技 | 0.58% | -0.19% | -12.09% | |
| 34 | CRM | Salesforce INC | 股票-科技 | 0.58% | -0.26% | -7.11% | |
| 35 | HD | Home Depot INC | 股票-周期性消费 | 0.57% | — | +0.74% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.53% | -0.04% | -3.64% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.50% | -0.09% | -5.57% | |
| 38 | C | Citigroup INC | 股票-金融 | 0.45% | — | -4.86% | |
| 39 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.44% | — | +0.90% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | -0.07% | -6.18% | |
| 41 | DE | Deere & Co | 股票-工业 | 0.40% | — | -7.32% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.39% | — | +3.92% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.39% | — | -5.37% | |
| 44 | NEE | Nextera Energy INC | 股票-公用事业 | 0.35% | — | -22.56% | |
| 45 | CTVA | Corteva INC | 股票-原材料 | 0.35% | — | -6.98% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.34% | — | +3.26% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.32% | — | -11.27% | |
| 48 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.32% | -0.07% | -16.65% | |
| 49 | WMT | Walmart INC | 股票-非周期性消费 | 0.31% | — | -0.94% | |
| 50 | TSLA | Tesla INC | 股票-周期性消费 | 0.31% | — | +28.99% |
Q3 2026表现
+0.2%
近4个季度表现
+5.1%
基于可获取价格的持仓（占申报价值的66%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 96 | US$2.7亿 | 11 | |
| 2025-12-31 | 94 | US$2.8亿 | 8 | |
| 2025-09-30 | 89 | US$2.7亿 | 32 | |
| 2025-06-30 | 90 | US$2.6亿 | 0 | |
| 2025-03-31 | 83 | US$2.5亿 | 0 | |
| 2024-12-31 | 92 | US$2.4亿 | 0 | |
| 2024-09-30 | 93 | US$2.3亿 | 0 | |
| 2024-06-30 | 98 | US$2.1亿 | 0 | |
| 2024-03-31 | 95 | US$1.6亿 | 0 | |
| 2023-12-31 | 94 | US$1.4亿 | 0 |
Power Wealth Management LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ishares Core S&p Small-cap E (IJR); 新建仓: Verizon Communications INC (VZ); 清仓: Charter Communications Inc-a (CHTR); 清仓: Warner Bros Discovery INC (WBD); 新建仓: Ishares Msci Emerging Market (EEM).