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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | $1,364.65万 | 0.22% | 157,414 | -2,026 | -1.3% | -$17.56万 | 减仓 |
| AGG | ISHARES TR | $1,362.69万 | 0.22% | 137,226 | -8,758 | -6.0% | -$86.97万 | 减仓 |
| SBR | SABINE RTY TR | $1,343.34万 | 0.22% | 178,301 | 19,692 | 12.4% | $148.36万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,332.31万 | 0.21% | 151,124 | -10,412 | -6.4% | -$91.79万 | 减仓 |
| IWF | ISHARES TR | $1,326.43万 | 0.21% | 31,072 | -517 | -1.6% | -$22.07万 | 减仓 |
| ASML | ASML HLDG NV | $1,299.38万 | 0.21% | 9,835 | 4,755 | 93.6% | $628.22万 | 加仓 |
| SOXX | ISHARES TR | $1,288.89万 | 0.21% | 39,209 | 34,786 | 786.5% | $1,143.50万 | 加仓 |
| COP | CONOCOPHILLIPS | $1,279.10万 | 0.21% | 96,883 | -2,222 | -2.2% | -$29.34万 | 减仓 |
| SHEL | SHELL PLC | $1,277.02万 | 0.21% | 137,297 | -10,799 | -7.3% | -$100.44万 | 减仓 |
| RTX | RTX CORPORATION | $1,270.83万 | 0.20% | 65,836 | -1,040 | -1.6% | -$20.08万 | 减仓 |
| MRK | MERCK & CO INC | $1,270.56万 | 0.20% | 105,561 | -11,956 | -10.2% | -$143.91万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,252.78万 | 0.20% | 246,349 | -76,166 | -23.6% | -$387.34万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,252.64万 | 0.20% | 121,979 | 2,873 | 2.4% | $29.50万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,246.97万 | 0.20% | 46,057 | -1,719 | -3.6% | -$46.54万 | 减仓 |
| ETN | EATON CORP PLC | $1,234.54万 | 0.20% | 34,510 | -5,296 | -13.3% | -$189.46万 | 减仓 |
| INTC | INTEL CORP | $1,223.51万 | 0.20% | 277,247 | 40,163 | 16.9% | $177.24万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,216.30万 | 0.20% | 52,908 | -1,447 | -2.7% | -$33.27万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,209.74万 | 0.19% | 63,014 | 9,214 | 17.1% | $176.89万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,194.81万 | 0.19% | 49,245 | -48,937 | -49.8% | -$1,187.34万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,189.73万 | 0.19% | 214,264 | 19,714 | 10.1% | $109.46万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $1,177.47万 | 0.19% | 365,110 | 299,144 | 453.5% | $964.73万 | 加仓 |
| AFDM | FIRST TR EXCH TRADED FD III | $1,163.10万 | 0.19% | 141,647 | -1,326 | -0.9% | -$10.89万 | 减仓 |
| QDPL | PACER FDS TR | $1,160.88万 | 0.19% | 289,091 | 86,509 | 42.7% | $347.39万 | 加仓 |
| NVO | NOVO-NORDISK A S | $1,158.60万 | 0.19% | 315,270 | -126,588 | -28.6% | -$465.20万 | 减仓 |
| IAI | ISHARES TR | $1,144.24万 | 0.18% | 69,694 | 7,363 | 11.8% | $120.89万 | 加仓 |
| COWZ | PACER FDS TR | $1,120.05万 | 0.18% | 178,936 | 4,430 | 2.5% | $27.73万 | 加仓 |
| AZN | ASTRAZENECA PLC | $1,093.24万 | 0.18% | 55,430 | 55,430 | — | $1,093.24万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $1,081.14万 | 0.17% | 15,451 | 109 | 0.7% | $7.63万 | 加仓 |
| WSO | WATSCO INC | $1,076.06万 | 0.17% | 29,563 | 164 | 0.6% | $5.97万 | 加仓 |
| IYW | ISHARES TR | $1,073.19万 | 0.17% | 59,146 | -6,981 | -10.6% | -$126.67万 | 减仓 |
| GE | GE AEROSPACE | $1,067.73万 | 0.17% | 37,613 | -8,248 | -18.0% | -$234.14万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,066.22万 | 0.17% | 12,594 | 1,428 | 12.8% | $120.90万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,053.67万 | 0.17% | 146,493 | 20,100 | 15.9% | $144.57万 | 加仓 |
| DE | DEERE & CO | $1,034.04万 | 0.17% | 18,342 | -668 | -3.5% | -$37.66万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,032.16万 | 0.17% | 140,117 | 272 | 0.2% | $2.00万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,031.14万 | 0.17% | 110,995 | 1,146 | 1.0% | $10.65万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,023.52万 | 0.16% | 207,297 | -69,970 | -25.2% | -$345.47万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,023.42万 | 0.16% | 21,562 | 7,013 | 48.2% | $332.87万 | 加仓 |
| OEF | ISHARES TR | $1,022.27万 | 0.16% | 32,083 | 2,852 | 9.8% | $90.87万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,017.31万 | 0.16% | 72,977 | -9,668 | -11.7% | -$134.77万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,010.50万 | 0.16% | 63,034 | 12,876 | 25.7% | $206.42万 | 加仓 |
| ROST | ROSS STORES INC | $998.70万 | 0.16% | 46,094 | 44,427 | 2,665.1% | $962.58万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $997.37万 | 0.16% | 107,471 | 643 | 0.6% | $5.97万 | 加仓 |
| BLK | BLACKROCK INC | $989.44万 | 0.16% | 10,280 | 251 | 2.5% | $24.16万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $984.45万 | 0.16% | 552,730 | 93,392 | 20.3% | $166.34万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $980.70万 | 0.16% | 88,487 | 3,808 | 4.5% | $42.20万 | 加仓 |
| AMGN | AMGEN INC | $973.39万 | 0.16% | 27,649 | -877 | -3.1% | -$30.88万 | 减仓 |
| IJS | ISHARES TR | $971.26万 | 0.16% | 81,993 | 1,879 | 2.3% | $22.26万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $970.84万 | 0.16% | 45,110 | -1,728 | -3.7% | -$37.19万 | 减仓 |
| EFV | ISHARES TR | $964.44万 | 0.16% | 129,712 | -15,967 | -11.0% | -$118.72万 | 减仓 |
| BA | BOEING CO | $948.41万 | 0.15% | 47,645 | 226 | 0.5% | $4.50万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $946.08万 | 0.15% | 154,392 | 78,643 | 103.8% | $481.91万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $929.99万 | 0.15% | 118,246 | -1,608 | -1.3% | -$12.65万 | 减仓 |
| GEV | GE VERNOVA INC | $914.59万 | 0.15% | 10,469 | 6,102 | 139.7% | $533.08万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $900.64万 | 0.15% | 28,095 | 327 | 1.2% | $10.48万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $898.41万 | 0.14% | 257,964 | -45,757 | -15.1% | -$159.36万 | 减仓 |
| PWR | QUANTA SVCS INC | $877.81万 | 0.14% | 15,982 | -1,107 | -6.5% | -$60.80万 | 减仓 |
| VB | VANGUARD INDEX FDS | $871.60万 | 0.14% | 33,185 | -2,525 | -7.1% | -$66.32万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $871.57万 | 0.14% | 360,013 | 64,268 | 21.7% | $155.59万 | 加仓 |
| C | CITIGROUP INC | $870.84万 | 0.14% | 76,777 | 906 | 1.2% | $10.28万 | 加仓 |
| CB | CHUBB LTD SWITZ | $864.81万 | 0.14% | 26,532 | -1,093 | -4.0% | -$35.63万 | 减仓 |
| EFA | ISHARES TR | $863.75万 | 0.14% | 88,915 | 19,076 | 27.3% | $185.31万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $850.85万 | 0.14% | 40,880 | -2,926 | -6.7% | -$60.90万 | 减仓 |
| EMR | EMERSON ELEC CO | $838.87万 | 0.14% | 63,997 | -5,219 | -7.5% | -$68.41万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $834.33万 | 0.13% | 21,297 | 18,185 | 584.4% | $712.42万 | 加仓 |
| T | AT&T INC | $828.98万 | 0.13% | 285,915 | -231 | -0.1% | -$6,698 | 减仓 |
| CRM | SALESFORCE INC | $826.50万 | 0.13% | 44,265 | -10,261 | -18.8% | -$191.59万 | 减仓 |
| AFL | AFLAC INC | $819.77万 | 0.13% | 74,696 | -5,258 | -6.6% | -$57.71万 | 减仓 |
| PFF | ISHARES TR | $806.64万 | 0.13% | 266,024 | 23,337 | 9.6% | $70.76万 | 加仓 |
| FRDM | EA SERIES TRUST | $805.95万 | 0.13% | 147,477 | 115,505 | 361.3% | $631.22万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $805.57万 | 0.13% | 6,949 | 597 | 9.4% | $69.21万 | 加仓 |
| DVY | ISHARES TR | $803.81万 | 0.13% | 53,087 | 8,756 | 19.8% | $132.58万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $796.61万 | 0.13% | 60,803 | -3,422 | -5.3% | -$44.83万 | 减仓 |
| KLAC | KLA CORP | $792.47万 | 0.13% | 5,379 | -424 | -7.3% | -$62.47万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $788.48万 | 0.13% | 135,516 | 28,900 | 27.1% | $168.15万 | 加仓 |
| ROKU | ROKU INC | $785.57万 | 0.13% | 83,024 | 47,653 | 134.7% | $450.89万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $782.22万 | 0.13% | 124,670 | 4,979 | 4.2% | $31.24万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $774.83万 | 0.12% | 154,310 | 7,868 | 5.4% | $39.51万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $761.53万 | 0.12% | 164,869 | -33,626 | -16.9% | -$155.32万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $755.29万 | 0.12% | 57,658 | 377 | 0.7% | $4.94万 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $754.81万 | 0.12% | 298,706 | 202,153 | 209.4% | $510.83万 | 加仓 |
| SO | SOUTHERN CO | $751.64万 | 0.12% | 77,859 | -16,027 | -17.1% | -$154.72万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $746.60万 | 0.12% | 15,183 | 81 | 0.5% | $3.98万 | 加仓 |
| EEM | ISHARES TR | $746.41万 | 0.12% | 131,434 | 24,879 | 23.3% | $141.29万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $744.27万 | 0.12% | 138,420 | 28,046 | 25.4% | $150.80万 | 加仓 |
| IJR | ISHARES TR | $742.62万 | 0.12% | 59,697 | -5,601 | -8.6% | -$69.68万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $727.30万 | 0.12% | 95,020 | 84,719 | 822.4% | $648.46万 | 加仓 |
| URNM | SPROTT FDS TR | $720.16万 | 0.12% | 114,041 | -550 | -0.5% | -$3.47万 | 减仓 |
| IEMG | ISHARES INC | $716.99万 | 0.12% | 102,768 | 53,716 | 109.5% | $374.76万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $712.54万 | 0.11% | 155,253 | 7,263 | 4.9% | $33.33万 | 加仓 |
| MGC | VANGUARD WORLD FD | $707.91万 | 0.11% | 29,952 | 16,971 | 130.7% | $401.11万 | 加仓 |
| TXN | TEXAS INSTRS INC | $707.12万 | 0.11% | 36,408 | 392 | 1.1% | $7.61万 | 加仓 |
| IVW | ISHARES TR | $705.33万 | 0.11% | 62,328 | 2,797 | 4.7% | $31.65万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $701.81万 | 0.11% | 149,475 | 2,703 | 1.8% | $12.69万 | 加仓 |
| RLI | RLI CORP | $701.79万 | 0.11% | 123,032 | 1,420 | 1.2% | $8.10万 | 加仓 |
| SYK | STRYKER CORPORATION | $698.37万 | 0.11% | 21,248 | 874 | 4.3% | $28.73万 | 加仓 |
| SLV | ISHARES SILVER TR | $697.38万 | 0.11% | 102,345 | -212,629 | -67.5% | -$1,448.86万 | 减仓 |
| IJH | ISHARES TR | $697.05万 | 0.11% | 103,206 | -1,819 | -1.7% | -$12.29万 | 减仓 |
| KO | COCA COLA CO | $690.53万 | 0.11% | 90,765 | -1,705 | -1.8% | -$12.97万 | 减仓 |
| USMV | ISHARES TR | $690.37万 | 0.11% | 74,429 | 133 | 0.2% | $1.23万 | 加仓 |