Prosperity Planning, Inc.
NORTH KANSAS CITY MO · SEC CIK 0001843292
$4.36亿2026Q2 申报市值
117持仓数
50.3%前十大占比 · 第一大 12.1%
8 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ISTB 加仓+$387.96万
GNMA 加仓+$142.60万
VTIP 加仓+$134.95万
IGSB 加仓+$126.32万
AVMV 加仓+$91.77万
2026Q2 卖出最多 按季末市值估算
DFAX 减仓-$60.64万
TYL 清仓-$45.67万
ITOT 减仓-$30.39万
COP 清仓-$23.36万
PEP 清仓-$20.25万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $545.42万 | 1.25% | 70,006 | -99 | -0.1% | -$7,713 | 减仓 |
| VBK | VANGUARD INDEX FDS | $688.66万 | 1.58% | 18,831 | -101 | -0.5% | -$3.69万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $731.08万 | 1.68% | 57,080 | 1,242 | 2.2% | $15.91万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $837.29万 | 1.92% | 91,798 | 4,181 | 4.8% | $38.13万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $909.67万 | 2.08% | 46,036 | -704 | -1.5% | -$13.91万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $999.51万 | 2.29% | 41,134 | -832 | -2.0% | -$20.22万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,037.69万 | 2.38% | 83,175 | 3,525 | 4.4% | $43.98万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,047.50万 | 2.40% | 34,198 | 833 | 2.5% | $25.52万 | 加仓 |
| IVE | ISHARES TR | $1,199.90万 | 2.75% | 52,845 | -433 | -0.8% | -$9.83万 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $1,265.31万 | 2.90% | 157,113 | 11,395 | 7.8% | $91.77万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,349.32万 | 3.09% | 139,840 | -803 | -0.6% | -$7.75万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $1,361.56万 | 3.12% | 151,352 | 7,662 | 5.3% | $68.93万 | 加仓 |
| GNMA | ISHARES TR | $1,507.71万 | 3.46% | 340,879 | 32,240 | 10.4% | $142.60万 | 加仓 |
| IGSB | ISHARES TR | $1,661.90万 | 3.81% | 317,095 | 24,103 | 8.2% | $126.32万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,739.95万 | 3.99% | 472,299 | -16,461 | -3.4% | -$60.64万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,908.03万 | 4.37% | 185,156 | 3,614 | 2.0% | $37.24万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,930.43万 | 4.42% | 384,318 | 26,867 | 7.5% | $134.95万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,543.08万 | 5.83% | 295,226 | 5,600 | 1.9% | $48.24万 | 加仓 |
| EFA | ISHARES TR | $2,652.68万 | 6.08% | 255,360 | 5,690 | 2.3% | $59.11万 | 加仓 |
| ISTB | ISHARES TR | $5,299.07万 | 12.15% | 1,098,252 | 80,407 | 7.9% | $387.96万 | 加仓 |