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 |
|---|---|---|---|---|---|---|---|---|
| KTB | KONTOOR BRANDS INC | $82.07万 | 0.01% | 11,677 | 11,677 | — | $82.07万 | 新建仓 |
| FPF | FIRST TR INTER DURATN PFD & | $81.91万 | 0.01% | 46,464 | 1,331 | 2.9% | $2.35万 | 加仓 |
| GVI | ISHARES TR | $81.14万 | 0.01% | 7,604 | -451 | -5.6% | -$4.81万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $81.13万 | 0.01% | 2,375 | -348 | -12.8% | -$11.89万 | 减仓 |
| FLO | FLOWERS FOODS INC | $81.12万 | 0.01% | 99,532 | 2,884 | 3.0% | $2.35万 | 加仓 |
| GARP | ISHARES TR | $80.89万 | 0.01% | 12,646 | 8,519 | 206.4% | $54.49万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $80.82万 | 0.01% | 28,110 | 5,300 | 23.2% | $15.24万 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $80.68万 | 0.01% | 36,052 | 12,649 | 54.0% | $28.31万 | 加仓 |
| EFG | ISHARES TR | $80.54万 | 0.01% | 7,227 | -402 | -5.3% | -$4.48万 | 减仓 |
| FSLR | FIRST SOLAR INC | $79.81万 | 0.01% | 4,046 | 752 | 22.8% | $14.83万 | 加仓 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $79.66万 | 0.01% | 17,765 | -443 | -2.4% | -$1.99万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $79.49万 | 0.01% | 12,956 | 12,956 | — | $79.49万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $79.06万 | 0.01% | 73,624 | 61,718 | 518.4% | $66.28万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $78.94万 | 0.01% | 16,829 | 16,829 | — | $78.94万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $78.67万 | 0.01% | 8,033 | 61 | 0.8% | $5,974 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $78.64万 | 0.01% | 31,058 | 1,734 | 5.9% | $4.39万 | 加仓 |
| NGG | NATIONAL GRID PLC | $78.53万 | 0.01% | 9,282 | 5,390 | 138.5% | $45.60万 | 加仓 |
| AIA | ISHARES TR | $78.18万 | 0.01% | 7,365 | -2,000 | -21.4% | -$21.23万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $78.01万 | 0.01% | 30,140 | 150 | 0.5% | $3,882 | 加仓 |
| BXP | BXP INC | $77.77万 | 0.01% | 14,986 | 14,986 | — | $77.77万 | 新建仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $77.65万 | 0.01% | 33,242 | 5,377 | 19.3% | $12.56万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $77.44万 | 0.01% | 16,902 | 6,592 | 63.9% | $30.20万 | 重新持有 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $77.41万 | 0.01% | 26,249 | 1,982 | 8.2% | $5.84万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $77.37万 | 0.01% | 9,338 | 4,351 | 87.2% | $36.05万 | 加仓 |
| ITB | ISHARES TR | $76.98万 | 0.01% | 8,502 | 1,183 | 16.2% | $10.71万 | 加仓 |
| KVYO | KLAVIYO INC | $76.76万 | 0.01% | 39,450 | 39,450 | — | $76.76万 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $76.72万 | 0.01% | 4,826 | 0 | 0.0% | — | 不变 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $76.60万 | 0.01% | 62,490 | 62,490 | — | $76.60万 | 新建仓 |
| IRM | IRON MTN INC DEL | $76.58万 | 0.01% | 7,495 | -135 | -1.8% | -$1.38万 | 减仓 |
| DT | DYNATRACE INC | $76.47万 | 0.01% | 20,681 | 15,833 | 326.6% | $58.54万 | 加仓 |
| TRGP | TARGA RES CORP | $76.36万 | 0.01% | 3,045 | 25 | 0.8% | $6,269 | 加仓 |
| IJT | ISHARES TR | $76.21万 | 0.01% | 5,257 | -108 | -2.0% | -$1.57万 | 减仓 |
| COWG | PACER FDS TR | $76.04万 | 0.01% | 22,529 | -56,425 | -71.5% | -$190.44万 | 减仓 |
| WDAY | WORKDAY INC | $76.00万 | 0.01% | 5,851 | -6,985 | -54.4% | -$90.73万 | 减仓 |
| HEDJ | WISDOMTREE TR | $75.77万 | 0.01% | 14,491 | 30 | 0.2% | $1,569 | 加仓 |
| EXC | EXELON CORP | $75.77万 | 0.01% | 15,445 | 729 | 5.0% | $3.58万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $75.44万 | 0.01% | 3,660 | 53 | 1.5% | $1.09万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $75.20万 | 0.01% | 9,170 | 1,769 | 23.9% | $14.51万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $75.14万 | 0.01% | 64,500 | 1,000 | 1.6% | $1.17万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $74.98万 | 0.01% | 7,859 | -1,688 | -17.7% | -$16.11万 | 减仓 |
| TFLO | ISHARES TR | $74.95万 | 0.01% | 14,802 | -99 | -0.7% | -$5,013 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $74.07万 | 0.01% | 10,854 | 10,854 | — | $74.07万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $73.85万 | 0.01% | 18,801 | -377 | -2.0% | -$1.48万 | 减仓 |
| BCS | BARCLAYS PLC | $73.82万 | 0.01% | 34,890 | -118,920 | -77.3% | -$251.60万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $73.64万 | 0.01% | 3,367 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $73.29万 | 0.01% | 91,158 | 91,158 | — | $73.29万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $73.28万 | 0.01% | 132,028 | 70,414 | 114.3% | $39.08万 | 加仓 |
| HQY | HEALTHEQUITY INC | $73.22万 | 0.01% | 8,762 | 8,762 | — | $73.22万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $73.08万 | 0.01% | 9,311 | -1,387 | -13.0% | -$10.89万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $73.03万 | 0.01% | 4,050 | 15 | 0.4% | $2,705 | 加仓 |
| S | SENTINELONE INC | $72.68万 | 0.01% | 56,432 | 56,432 | — | $72.68万 | 新建仓 |
| VEEV | VEEVA SYS INC | $72.64万 | 0.01% | 4,136 | 4,136 | — | $72.64万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $72.30万 | 0.01% | 18,820 | 2,962 | 18.7% | $11.38万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $72.08万 | 0.01% | 12,326 | 403 | 3.4% | $2.36万 | 加仓 |
| FTNT | FORTINET INC | $72.06万 | 0.01% | 8,818 | -139 | -1.6% | -$1.14万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $72.01万 | 0.01% | 14,515 | 188 | 1.3% | $9,327 | 加仓 |
| BIL | SPDR SERIES TRUST | $71.94万 | 0.01% | 7,849 | 895 | 12.9% | $8.20万 | 加仓 |
| HUBS | HUBSPOT INC | $71.88万 | 0.01% | 2,945 | 2,945 | — | $71.88万 | 新建仓 |
| COKE | COCA COLA CONS INC | $71.81万 | 0.01% | 3,745 | 430 | 13.0% | $8.25万 | 加仓 |
| MNDY | MONDAY COM LTD | $71.79万 | 0.01% | 10,389 | 10,389 | — | $71.79万 | 新建仓 |
| GNR | SPDR INDEX SHS FDS | $71.76万 | 0.01% | 9,610 | 2,774 | 40.6% | $20.72万 | 加仓 |
| ARKK | ARK ETF TR | $71.70万 | 0.01% | 10,595 | -5,978 | -36.1% | -$40.46万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $70.98万 | 0.01% | 17,550 | 339 | 2.0% | $1.37万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $70.78万 | 0.01% | 5,801 | 1 | 0.0% | $122 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $70.60万 | 0.01% | 35,748 | -209 | -0.6% | -$4,128 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $70.51万 | 0.01% | 28,443 | 3,368 | 13.4% | $8.35万 | 加仓 |
| CSM | PROSHARES TR | $70.40万 | 0.01% | 9,403 | 240 | 2.6% | $1.80万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $70.35万 | 0.01% | 3,757 | -1,200 | -24.2% | -$22.47万 | 减仓 |
| HAL | HALLIBURTON CO | $70.28万 | 0.01% | 18,022 | -1,270 | -6.6% | -$4.95万 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $69.97万 | 0.01% | 16,440 | 2,181 | 15.3% | $9.28万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $69.76万 | 0.01% | 20,998 | -5,495 | -20.7% | -$18.25万 | 减仓 |
| IWN | ISHARES TR | $69.66万 | 0.01% | 3,671 | -153 | -4.0% | -$2.90万 | 减仓 |
| SAIL | SAILPOINT INC | $69.24万 | 0.01% | 52,302 | 52,302 | — | $69.24万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $69.07万 | 0.01% | 19,453 | -963 | -4.7% | -$3.42万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $68.91万 | 0.01% | 26,983 | 13,390 | 98.5% | $34.19万 | 加仓 |
| SHYG | ISHARES TR | $68.62万 | 0.01% | 16,215 | 5,132 | 46.3% | $21.72万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $68.44万 | 0.01% | 974 | 974 | — | $68.44万 | 新建仓 |
| GCOW | PACER FDS TR | $68.12万 | 0.01% | 14,731 | 6,438 | 77.6% | $29.77万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $67.92万 | 0.01% | 8,390 | 25 | 0.3% | $2,024 | 加仓 |
| COHR | COHERENT CORP | $67.86万 | 0.01% | 2,849 | 145 | 5.4% | $3.45万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $67.83万 | 0.01% | 15,353 | -86,705 | -85.0% | -$383.05万 | 减仓 |
| TPR | TAPESTRY INC | $67.49万 | 0.01% | 4,780 | -5 | -0.1% | -$706 | 减仓 |
| FIG | FIGMA INC | $67.24万 | 0.01% | 31,815 | 31,815 | — | $67.24万 | 新建仓 |
| PPG | PPG INDS INC | $67.21万 | 0.01% | 6,287 | 88 | 1.4% | $9,408 | 加仓 |
| QXO | QXO INC | $66.98万 | 0.01% | 34,488 | 380 | 1.1% | $7,380 | 加仓 |
| — | U S GOLD CORP | $66.68万 | 0.01% | 43,900 | -1,350 | -3.0% | -$2.05万 | 减仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $66.61万 | 0.01% | 17,460 | 2,221 | 14.6% | $8.47万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $66.37万 | 0.01% | 25,254 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $66.33万 | 0.01% | 18,196 | 5,253 | 40.6% | $19.15万 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $65.78万 | 0.01% | 16,133 | -1,413 | -8.1% | -$5.76万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $65.78万 | 0.01% | 59,908 | 49,492 | 475.2% | $54.34万 | 加仓 |
| IYK | ISHARES TR | $65.55万 | 0.01% | 9,358 | 1 | 0.0% | $70 | 加仓 |
| GEN | GEN DIGITAL INC | $65.49万 | 0.01% | 34,786 | 34,786 | — | $65.49万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $65.39万 | 0.01% | 3,798 | -97 | -2.5% | -$1.67万 | 减仓 |
| JOE | ST JOE CO | $65.31万 | 0.01% | 10,400 | -11,070 | -51.6% | -$69.52万 | 减仓 |
| TIPT | TIPTREE INC | $64.99万 | 0.01% | 38,412 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $64.86万 | 0.01% | 9,154 | -534 | -5.5% | -$3.78万 | 减仓 |
| DLTR | DOLLAR TREE INC | $64.73万 | 0.01% | 5,910 | -1,584 | -21.1% | -$17.35万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $64.18万 | 0.01% | 8,527 | -147 | -1.7% | -$1.11万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $63.96万 | 0.01% | 5,087 | -5,214 | -50.6% | -$65.55万 | 减仓 |