Prosperity Planning, Inc.
NORTH KANSAS CITY MO · SEC CIK 0001843292
$3.95亿2026Q1 申报市值
110持仓数
50.4%前十大占比 · 第一大 12.5%
6 / 2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
ISTB 加仓+$252.98万
VTIP 加仓+$105.14万
AVLC 加仓+$100.25万
GNMA 加仓+$98.56万
AVMV 加仓+$96.66万
2026Q1 卖出最多 按季末市值估算
DFAX 减仓-$80.49万
VOE 减仓-$30.30万
QUAL 清仓-$26.42万
IVLU 减仓-$25.55万
OEF 清仓-$21.44万
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 |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | $879.89万 | 2.23% | 79,650 | 4,954 | 6.6% | $54.73万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $911.72万 | 2.31% | 41,966 | -364 | -0.9% | -$7.91万 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $1,080.94万 | 2.74% | 145,718 | 13,031 | 9.8% | $96.66万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $1,114.32万 | 2.82% | 143,690 | 12,927 | 9.9% | $100.25万 | 加仓 |
| IVE | ISHARES TR | $1,124.97万 | 2.85% | 53,278 | -928 | -1.7% | -$19.59万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,133.30万 | 2.87% | 140,643 | 2,645 | 1.9% | $21.31万 | 加仓 |
| GNMA | ISHARES TR | $1,368.20万 | 3.47% | 308,639 | 22,233 | 7.8% | $98.56万 | 加仓 |
| IGSB | ISHARES TR | $1,539.97万 | 3.90% | 292,992 | 17,807 | 6.5% | $93.59万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,660.32万 | 4.21% | 488,760 | -23,693 | -4.6% | -$80.49万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,785.47万 | 4.52% | 357,451 | 21,050 | 6.3% | $105.14万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,812.88万 | 4.59% | 181,542 | 2,671 | 1.5% | $26.67万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,108.41万 | 5.34% | 48,271 | 1,600 | 3.4% | $69.89万 | 加仓 |
| EFA | ISHARES TR | $2,425.05万 | 6.14% | 249,670 | 8,305 | 3.4% | $80.67万 | 加仓 |
| ISTB | ISHARES TR | $4,932.48万 | 12.50% | 1,017,845 | 52,204 | 5.4% | $252.98万 | 加仓 |