Prospera Financial Services Inc
Dallas TX · SEC CIK 0001541625
$62.10亿2026Q1 申报市值
1,417持仓数
17.2%前十大占比 · 第一大 3.5%
142 / 81新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JNJ 加仓+$2,016.27万
NFLX 加仓+$1,872.41万
IEZ 加仓+$1,197.96万
SOXX 加仓+$1,143.50万
AZN 新建仓+$1,093.24万
2026Q1 卖出最多 按季末市值估算
SLV 减仓-$1,448.86万
IYC 清仓-$1,224.56万
IBM 减仓-$1,187.34万
AZN 清仓-$1,020.59万
FTGS 减仓-$852.10万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2.18亿 | 3.51% | 858,322 | 14,064 | 1.7% | $357.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.95亿 | 3.15% | 1,120,171 | -46,661 | -4.0% | -$813.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.08亿 | 1.74% | 292,123 | 16,999 | 6.2% | $629.65万 | 加仓 |
| AMZN | AMAZON COM INC | $9,452.46万 | 1.52% | 453,861 | 28,546 | 6.7% | $594.52万 | 加仓 |
| GOOGL | ALPHABET INC | $8,229.39万 | 1.33% | 286,101 | -829 | -0.3% | -$23.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $8,075.58万 | 1.30% | 139,784 | -14,114 | -9.2% | -$815.39万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $7,998.95万 | 1.29% | 1,171,062 | 57,154 | 5.1% | $390.39万 | 加仓 |
| — | EXXON MOBIL CORP | $7,017.61万 | 1.13% | 413,557 | -3,989 | -1.0% | -$67.69万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $6,828.20万 | 1.10% | 232,028 | -1,256 | -0.5% | -$36.96万 | 减仓 |
| — | HONEYWELL INTL INC | $6,823.98万 | 1.10% | 301,881 | 135 | 0.0% | $3.05万 | 加仓 |
| GOOG | ALPHABET INC | $6,782.19万 | 1.09% | 236,351 | -12,278 | -4.9% | -$352.32万 | 减仓 |
| CAT | CATERPILLAR INC | $6,763.66万 | 1.09% | 95,444 | 6,994 | 7.9% | $495.63万 | 加仓 |
| AVGO | BROADCOM INC | $6,753.63万 | 1.09% | 218,121 | 8,043 | 3.8% | $249.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,710.69万 | 1.08% | 140,042 | -14,743 | -9.5% | -$706.47万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,059.79万 | 0.98% | 93,093 | -5,492 | -5.6% | -$357.50万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $5,789.53万 | 0.93% | 1,440,378 | 132,895 | 10.2% | $534.16万 | 加仓 |
| WMT | WALMART INC | $5,359.54万 | 0.86% | 431,179 | -4,886 | -1.1% | -$60.73万 | 减仓 |
| IVV | ISHARES TR | $5,232.51万 | 0.84% | 80,037 | -533 | -0.7% | -$34.85万 | 减仓 |
| META | META PLATFORMS INC | $4,976.08万 | 0.80% | 86,934 | 9,411 | 12.1% | $538.68万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $4,973.17万 | 0.80% | 1,169,051 | 47,444 | 4.2% | $201.83万 | 加仓 |
| NFLX | NETFLIX INC. | $4,648.18万 | 0.75% | 483,439 | 194,742 | 67.5% | $1,872.41万 | 加仓 |
| GLD | SPDR GOLD TR | $4,446.39万 | 0.72% | 103,335 | -6,937 | -6.3% | -$298.49万 | 减仓 |
| LLY | ELI LILLY & CO | $4,402.55万 | 0.71% | 47,840 | -6,250 | -11.6% | -$575.17万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,263.26万 | 0.69% | 174,333 | 82,449 | 89.7% | $2,016.27万 | 加仓 |
| IWD | ISHARES TR | $3,856.93万 | 0.62% | 180,495 | -4,370 | -2.4% | -$93.38万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $3,817.58万 | 0.61% | 631,578 | -76,414 | -10.8% | -$461.88万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3,597.12万 | 0.58% | 248,922 | -4,787 | -1.9% | -$69.18万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,562.81万 | 0.57% | 941,495 | -26,269 | -2.7% | -$99.41万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $3,485.36万 | 0.56% | 103,159 | 307 | 0.3% | $10.37万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,410.18万 | 0.55% | 56,962 | 3,159 | 5.9% | $189.12万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $3,362.72万 | 0.54% | 852,512 | 107,620 | 14.4% | $424.51万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $3,274.52万 | 0.53% | 1,342,573 | -182,448 | -12.0% | -$444.99万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,114.24万 | 0.50% | 71,245 | -2,990 | -4.0% | -$130.70万 | 减仓 |
| CVX | CHEVRON CORPORATION | $3,081.84万 | 0.50% | 148,911 | -2,935 | -1.9% | -$60.74万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,915.93万 | 0.47% | 199,342 | -28,147 | -12.4% | -$411.73万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $2,900.13万 | 0.47% | 616,506 | -12,156 | -1.9% | -$57.18万 | 减仓 |
| V | VISA INC | $2,883.48万 | 0.46% | 95,344 | 2,846 | 3.1% | $86.07万 | 加仓 |
| BX | BLACKSTONE INC | $2,859.33万 | 0.46% | 248,639 | 11,567 | 4.9% | $133.02万 | 加仓 |
| SSUS | STRATEGY SHS | $2,831.93万 | 0.46% | 606,601 | -73,942 | -10.9% | -$345.20万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,692.79万 | 0.43% | 137,167 | 6,613 | 5.1% | $129.82万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $2,692.50万 | 0.43% | 1,516,744 | -24,718 | -1.6% | -$43.88万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2,674.26万 | 0.43% | 536,683 | 102,114 | 23.5% | $508.83万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,624.39万 | 0.42% | 26,316 | -507 | -1.9% | -$50.56万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,605.56万 | 0.42% | 459,668 | 4,592 | 1.0% | $26.03万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $2,597.66万 | 0.42% | 1,239,210 | 171,073 | 16.0% | $358.61万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $2,566.02万 | 0.41% | 759,862 | 27,947 | 3.8% | $94.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,557.95万 | 0.41% | 79,694 | -9,956 | -11.1% | -$319.56万 | 减仓 |
| ADI | ANALOG DEVICES INC | $2,467.44万 | 0.40% | 77,539 | 31,649 | 69.0% | $1,007.13万 | 加仓 |
| GDX | VANECK ETF TRUST | $2,463.18万 | 0.40% | 268,390 | -27,621 | -9.3% | -$253.49万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,459.79万 | 0.40% | 71,953 | 18,764 | 35.3% | $641.47万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2,403.94万 | 0.39% | 65,414 | 6,706 | 11.4% | $246.44万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $2,336.15万 | 0.38% | 535,827 | 7,439 | 1.4% | $32.43万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,296.00万 | 0.37% | 59,880 | 2,840 | 5.0% | $108.90万 | 加仓 |
| TSLA | TESLA INC | $2,249.31万 | 0.36% | 60,504 | -1,333 | -2.2% | -$49.56万 | 减仓 |
| LIN | LINDE PLC | $2,224.11万 | 0.36% | 44,841 | -2,327 | -4.9% | -$115.42万 | 减仓 |
| DGRO | ISHARES TR | $2,159.46万 | 0.35% | 307,598 | 27,516 | 9.8% | $193.17万 | 加仓 |
| ET | ENERGY TRANSFER L P | $2,055.53万 | 0.33% | 1,064,992 | 7,049 | 0.7% | $13.61万 | 加仓 |
| ABBV | ABBVIE INC | $2,029.52万 | 0.33% | 93,241 | 3,306 | 3.7% | $71.96万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,991.21万 | 0.32% | 332,972 | 27,338 | 8.9% | $163.48万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,990.16万 | 0.32% | 205,801 | 2,308 | 1.1% | $22.32万 | 加仓 |
| MCD | MCDONALDS CORP | $1,973.73万 | 0.32% | 63,474 | -1,706 | -2.6% | -$53.05万 | 减仓 |
| HEI | HEICO CORP NEW | $1,913.10万 | 0.31% | 69,764 | 4,436 | 6.8% | $121.65万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,902.08万 | 0.31% | 79,927 | 13,051 | 19.5% | $310.58万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,863.83万 | 0.30% | 382,296 | -2,847 | -0.7% | -$13.88万 | 减仓 |
| HD | HOME DEPOT INC | $1,861.41万 | 0.30% | 56,556 | -736 | -1.3% | -$24.22万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,858.75万 | 0.30% | 61,430 | -5,773 | -8.6% | -$174.68万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,849.60万 | 0.30% | 86,557 | 25,608 | 42.0% | $547.21万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1,818.53万 | 0.29% | 662,265 | 210,634 | 46.6% | $578.38万 | 加仓 |
| LOW | LOWES COS INC | $1,773.25万 | 0.29% | 75,016 | 188 | 0.3% | $4.44万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,759.83万 | 0.28% | 347,717 | 151,251 | 77.0% | $765.49万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,746.00万 | 0.28% | 37,660 | 3,405 | 9.9% | $157.86万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,735.76万 | 0.28% | 489,776 | 9,735 | 2.0% | $34.50万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $1,734.81万 | 0.28% | 678,830 | 119,754 | 21.4% | $306.04万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,711.50万 | 0.28% | 215,895 | 113,947 | 111.8% | $903.31万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $1,688.19万 | 0.27% | 139,817 | -25,344 | -15.3% | -$306.01万 | 减仓 |
| ORCL | ORACLE CORP | $1,684.29万 | 0.27% | 114,470 | 31,165 | 37.4% | $458.56万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,679.44万 | 0.27% | 43,018 | -12,013 | -21.8% | -$468.99万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,659.22万 | 0.27% | 609,326 | 77,450 | 14.6% | $210.90万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,640.04万 | 0.26% | 491,246 | -125,758 | -20.4% | -$419.85万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,611.59万 | 0.26% | 46,678 | -13,000 | -21.8% | -$448.83万 | 减仓 |
| PEP | PEPSICO INC | $1,606.72万 | 0.26% | 103,436 | -1,232 | -1.2% | -$19.14万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,604.75万 | 0.26% | 201,564 | -488 | -0.2% | -$3.89万 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $1,566.90万 | 0.25% | 406,207 | 24,764 | 6.5% | $95.52万 | 加仓 |
| UNP | UNION PAC CORP | $1,558.79万 | 0.25% | 64,224 | -5,222 | -7.5% | -$126.74万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1,533.89万 | 0.25% | 56,710 | 31,135 | 121.7% | $842.14万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,525.78万 | 0.25% | 53,051 | 323 | 0.6% | $9.29万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,523.79万 | 0.25% | 74,906 | -27,281 | -26.7% | -$554.97万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,519.58万 | 0.24% | 30,387 | 1,833 | 6.4% | $91.66万 | 加仓 |
| ITA | ISHARES TR | $1,512.67万 | 0.24% | 69,131 | 2,003 | 3.0% | $43.83万 | 加仓 |
| — | ALPS ETF TR | $1,510.18万 | 0.24% | 240,976 | -1,842 | -0.8% | -$11.54万 | 减仓 |
| CSCO | CISCO SYS INC | $1,475.43万 | 0.24% | 190,119 | 8,626 | 4.8% | $66.94万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,472.20万 | 0.24% | 201,279 | -26,609 | -11.7% | -$194.62万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $1,447.88万 | 0.23% | 406,583 | 41,180 | 11.3% | $146.65万 | 加仓 |
| IEZ | ISHARES TR | $1,436.14万 | 0.23% | 496,046 | 413,778 | 503.0% | $1,197.96万 | 加仓 |
| GLW | CORNING INC | $1,431.99万 | 0.23% | 105,306 | 721 | 0.7% | $9.80万 | 加仓 |
| IYJ | ISHARES TR | $1,422.19万 | 0.23% | 96,392 | -377 | -0.4% | -$5.56万 | 减仓 |
| AMLP | ALPS ETF TR | $1,407.44万 | 0.23% | 267,353 | -41,229 | -13.4% | -$217.04万 | 减仓 |
| IEF | ISHARES TR | $1,393.71万 | 0.22% | 146,030 | 2,311 | 1.6% | $22.06万 | 加仓 |
| IWM | ISHARES TR | $1,393.66万 | 0.22% | 56,136 | -1,560 | -2.7% | -$38.73万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,364.99万 | 0.22% | 40,376 | 9,101 | 29.1% | $307.68万 | 加仓 |