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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -1,330 | -100.0% | -$26.42万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -625 | -100.0% | -$21.44万 | 清仓 |
| XVV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEFA | ISHARES TR | $20.20万 | 0.05% | 2,231 | -18 | -0.8% | -$1,630 | 减仓 |
| PEP | PEPSICO INC | $20.25万 | 0.05% | 1,304 | 1,304 | — | $20.25万 | 新建仓 |
| SPIP | SPDR SERIES TRUST | $20.36万 | 0.05% | 7,826 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $20.55万 | 0.05% | 1,388 | -475 | -25.5% | -$7.03万 | 减仓 |
| AMZN | AMAZON COM INC | $20.89万 | 0.05% | 1,003 | 1,003 | — | $20.89万 | 新建仓 |
| FIVA | FIDELITY COVINGTON TRUST | $21.07万 | 0.05% | 6,052 | -376 | -5.8% | -$1.31万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $22.97万 | 0.06% | 3,948 | -1,171 | -22.9% | -$6.81万 | 减仓 |
| LOW | LOWES COS INC | $23.30万 | 0.06% | 986 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $23.36万 | 0.06% | 1,770 | 1,770 | — | $23.36万 | 新建仓 |
| GOOGL | ALPHABET INC | $24.33万 | 0.06% | 846 | 846 | — | $24.33万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $26.45万 | 0.07% | 4,500 | 4,500 | — | $26.45万 | 新建仓 |
| INDA | ISHARES TR | $27.44万 | 0.07% | 5,858 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $29.31万 | 0.07% | 3,304 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $30.25万 | 0.08% | 2,361 | 0 | 0.0% | — | 不变 |
| IBTK | ISHARES TR | $30.60万 | 0.08% | 15,517 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $32.65万 | 0.08% | 1,316 | -109 | -7.6% | -$2.70万 | 减仓 |
| VO | VANGUARD INDEX FDS | $33.40万 | 0.08% | 1,163 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $33.54万 | 0.08% | 2,318 | -1 | -0.0% | -$145 | 减仓 |
| IBTJ | ISHARES TR | $34.03万 | 0.09% | 15,578 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $34.08万 | 0.09% | 99,352 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $35.47万 | 0.09% | 15,863 | 1,006 | 6.8% | $2.25万 | 加仓 |
| IEMG | ISHARES INC | $36.55万 | 0.09% | 5,240 | 404 | 8.4% | $2.82万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $36.78万 | 0.09% | 794 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $36.95万 | 0.09% | 2,672 | -12 | -0.4% | -$1,660 | 减仓 |
| VV | VANGUARD INDEX FDS | $37.12万 | 0.09% | 1,242 | -12 | -1.0% | -$3,586 | 减仓 |
| IDXX | IDEXX LABS INC | $39.33万 | 0.10% | 700 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $43.57万 | 0.11% | 5,860 | -960 | -14.1% | -$7.14万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $44.00万 | 0.11% | 12,996 | -944 | -6.8% | -$3.20万 | 减仓 |
| IBDV | ISHARES TR | $44.91万 | 0.11% | 20,516 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $45.04万 | 0.11% | 9,750 | -497 | -4.9% | -$2.30万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $45.67万 | 0.12% | 1,334 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $46.72万 | 0.12% | 508 | 66 | 14.9% | $6.07万 | 加仓 |
| IBDU | ISHARES TR | $48.26万 | 0.12% | 20,748 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $49.11万 | 0.12% | 3,368 | -98 | -2.8% | -$1.43万 | 减仓 |
| IJH | ISHARES TR | $51.01万 | 0.13% | 7,554 | -1,265 | -14.3% | -$8.54万 | 减仓 |
| IBTG | ISHARES TR | $52.93万 | 0.13% | 23,098 | 10,916 | 89.6% | $25.01万 | 加仓 |
| IBTH | ISHARES TR | $54.33万 | 0.14% | 24,222 | 11,788 | 94.8% | $26.44万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $54.90万 | 0.14% | 9,300 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $57.89万 | 0.15% | 1,003 | 1,003 | — | $57.89万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $59.73万 | 0.15% | 7,746 | -51 | -0.7% | -$3,932 | 减仓 |
| IBDS | ISHARES TR | $61.49万 | 0.16% | 25,367 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $67.59万 | 0.17% | 30,333 | 11,871 | 64.3% | $26.45万 | 加仓 |
| IJK | ISHARES TR | $69.53万 | 0.18% | 6,910 | -34 | -0.5% | -$3,421 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $75.24万 | 0.19% | 9,092 | 177 | 2.0% | $1.46万 | 加仓 |
| IBDT | ISHARES TR | $84.26万 | 0.21% | 33,265 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U S ETF TR | $84.41万 | 0.21% | 24,966 | 453 | 1.8% | $1.53万 | 加仓 |
| IWV | ISHARES TR | $84.52万 | 0.21% | 2,280 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $85.45万 | 0.22% | 10,780 | 117 | 1.1% | $9,275 | 加仓 |
| IWS | ISHARES TR | $88.93万 | 0.23% | 6,102 | -11 | -0.2% | -$1,603 | 减仓 |
| IVV | ISHARES TR | $89.03万 | 0.23% | 1,363 | 455 | 50.1% | $29.72万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $89.17万 | 0.23% | 16,497 | 1,395 | 9.2% | $7.54万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $90.05万 | 0.23% | 1,460 | -37 | -2.5% | -$2.28万 | 减仓 |
| SHM | SPDR SERIES TRUST | $93.06万 | 0.24% | 19,457 | -2,827 | -12.7% | -$13.52万 | 减仓 |
| IWF | ISHARES TR | $93.25万 | 0.24% | 2,187 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $94.95万 | 0.24% | 9,697 | -23 | -0.2% | -$2,252 | 减仓 |
| IBDR | ISHARES TR | $95.30万 | 0.24% | 39,315 | -3,990 | -9.2% | -$9.67万 | 减仓 |
| IWO | ISHARES TR | $97.79万 | 0.25% | 3,116 | -30 | -1.0% | -$9,415 | 减仓 |
| VTI | VANGUARD INDEX FDS | $103.12万 | 0.26% | 3,215 | 180 | 5.9% | $5.77万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $117.21万 | 0.30% | 22,207 | -189 | -0.8% | -$9,975 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $120.81万 | 0.31% | 25,731 | -71 | -0.3% | -$3,333 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $135.13万 | 0.34% | 27,085 | -413 | -1.5% | -$2.06万 | 减仓 |
| O | REALTY INCOME CORP | $148.46万 | 0.38% | 24,266 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $155.89万 | 0.39% | 24,327 | 587 | 2.5% | $3.76万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $159.30万 | 0.40% | 40,390 | -1,466 | -3.5% | -$5.78万 | 减仓 |
| STIP | ISHARES TR | $161.96万 | 0.41% | 15,659 | -21 | -0.1% | -$2,172 | 减仓 |
| IWD | ISHARES TR | $163.71万 | 0.41% | 7,662 | -935 | -10.9% | -$19.98万 | 减仓 |
| TIP | ISHARES TR | $173.60万 | 0.44% | 15,730 | 35 | 0.2% | $3,863 | 加仓 |
| ITOT | ISHARES TR | $184.48万 | 0.47% | 12,952 | -85 | -0.7% | -$1.21万 | 减仓 |
| EEM | ISHARES TR | $185.10万 | 0.47% | 32,594 | -166 | -0.5% | -$9,427 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $194.35万 | 0.49% | 4,056 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $213.47万 | 0.54% | 48,024 | 906 | 1.9% | $4.03万 | 加仓 |
| IAGG | ISHARES TR | $224.50万 | 0.57% | 44,864 | 339 | 0.8% | $1.70万 | 加仓 |
| IVW | ISHARES TR | $227.83万 | 0.58% | 20,142 | -121 | -0.6% | -$1.37万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $237.00万 | 0.60% | 27,935 | 1,243 | 4.7% | $10.55万 | 加仓 |
| SCZ | ISHARES TR | $239.17万 | 0.61% | 30,503 | -905 | -2.9% | -$7.10万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $251.35万 | 0.64% | 34,133 | 327 | 1.0% | $2.41万 | 加仓 |
| MUB | ISHARES TR | $251.38万 | 0.64% | 23,681 | 236 | 1.0% | $2.51万 | 加仓 |
| AAPL | APPLE INC | $270.79万 | 0.69% | 10,670 | 336 | 3.3% | $8.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $289.08万 | 0.73% | 74,391 | -166 | -0.2% | -$6,451 | 减仓 |
| SGOV | ISHARES TR | $293.01万 | 0.74% | 29,109 | 1,492 | 5.4% | $15.02万 | 加仓 |
| AGG | ISHARES TR | $310.25万 | 0.79% | 31,253 | 1,781 | 6.0% | $17.68万 | 加仓 |
| IJJ | ISHARES TR | $313.43万 | 0.79% | 23,655 | -182 | -0.8% | -$2.41万 | 减仓 |
| IWN | ISHARES TR | $349.25万 | 0.88% | 18,421 | -314 | -1.7% | -$5.95万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $356.14万 | 0.90% | 18,152 | -442 | -2.4% | -$8.67万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $396.49万 | 1.00% | 6,097 | 93 | 1.5% | $6.05万 | 加仓 |
| SUB | ISHARES TR | $396.98万 | 1.01% | 37,275 | -264 | -0.7% | -$2.81万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $451.04万 | 1.14% | 60,276 | 4,192 | 7.5% | $31.37万 | 加仓 |
| USRT | ISHARES TR | $456.72万 | 1.16% | 77,161 | 2,044 | 2.7% | $12.10万 | 加仓 |
| CBRE | CBRE GROUP INC | $493.47万 | 1.25% | 36,429 | 5,230 | 16.8% | $70.85万 | 加仓 |
| IVLU | ISHARES TR | $500.59万 | 1.27% | 126,156 | -6,438 | -4.9% | -$25.55万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $549.69万 | 1.39% | 70,105 | 164 | 0.2% | $1.29万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $572.21万 | 1.45% | 18,932 | 417 | 2.3% | $12.60万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $620.80万 | 1.57% | 55,838 | 4,258 | 8.3% | $47.34万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $706.28万 | 1.79% | 87,617 | 6,026 | 7.4% | $48.58万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $858.64万 | 2.18% | 33,365 | 967 | 3.0% | $24.89万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $861.32万 | 2.18% | 46,740 | -1,644 | -3.4% | -$30.30万 | 减仓 |