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 |
|---|---|---|---|---|---|---|---|---|
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,334 | -100.0% | -$45.67万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,770 | -100.0% | -$23.36万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,304 | -100.0% | -$20.25万 | 清仓 |
| IEFA | ISHARES TR | $20.04万 | 0.05% | 2,074 | -157 | -7.0% | -$1.52万 | 减仓 |
| REET | ISHARES TR | $20.07万 | 0.05% | 7,267 | 7,267 | — | $20.07万 | 新建仓 |
| SPIP | SPDR SERIES TRUST | $20.10万 | 0.05% | 7,826 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $20.38万 | 0.05% | 1,275 | 1,275 | — | $20.38万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $20.41万 | 0.05% | 3,710 | 3,710 | — | $20.41万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.82万 | 0.05% | 1,318 | -70 | -5.0% | -$1.11万 | 减仓 |
| LOW | LOWES COS INC | $21.94万 | 0.05% | 995 | 9 | 0.9% | $1,984 | 加仓 |
| XVV | ISHARES TR | $22.07万 | 0.05% | 3,886 | 0 | 0.0% | — | 重新持有 |
| WMT | WALMART INC | $22.13万 | 0.05% | 1,954 | 1,954 | — | $22.13万 | 新建仓 |
| FIVA | FIDELITY COVINGTON TRUST | $22.68万 | 0.05% | 5,889 | -163 | -2.7% | -$6,279 | 减仓 |
| — | ISHARES TR | $23.62万 | 0.05% | 4,044 | -377 | -8.5% | -$2.20万 | 重新持有 |
| AMZN | AMAZON COM INC | $24.38万 | 0.06% | 1,023 | 20 | 2.0% | $4,767 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $25.69万 | 0.06% | 3,777 | -171 | -4.3% | -$1.16万 | 减仓 |
| AMAT | APPLIED MATLS INC | $28.12万 | 0.06% | 389 | 389 | — | $28.12万 | 新建仓 |
| BAC | BANK OF AMER CORP | $28.24万 | 0.06% | 4,956 | 4,956 | — | $28.24万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $28.43万 | 0.07% | 4,521 | 21 | 0.5% | $1,321 | 加仓 |
| IBDW | ISHARES TR | $28.86万 | 0.07% | 13,850 | 13,850 | — | $28.86万 | 新建仓 |
| INDA | ISHARES TR | $28.93万 | 0.07% | 5,858 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $29.95万 | 0.07% | 838 | -8 | -0.9% | -$2,859 | 减仓 |
| IBTK | ISHARES TR | $30.32万 | 0.07% | 15,517 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $31.86万 | 0.07% | 3,304 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $31.94万 | 0.07% | 4,173 | -1,687 | -28.8% | -$12.91万 | 减仓 |
| IWP | ISHARES TR | $31.98万 | 0.07% | 2,184 | -177 | -7.5% | -$2.59万 | 减仓 |
| — | ISHARES TR | $31.99万 | 0.07% | 14,344 | -1,519 | -9.6% | -$3.39万 | 减仓 |
| IEMG | ISHARES INC | $32.34万 | 0.07% | 3,904 | -1,336 | -25.5% | -$11.07万 | 减仓 |
| IBTL | ISHARES TR | $35.20万 | 0.08% | 17,434 | 17,434 | — | $35.20万 | 新建仓 |
| IWM | ISHARES TR | $35.70万 | 0.08% | 1,188 | -128 | -9.7% | -$3.85万 | 减仓 |
| IDXX | IDEXX LABS INC | $36.85万 | 0.08% | 700 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $37.21万 | 0.09% | 4,618 | -34 | -0.7% | -$2,739 | 减仓 |
| IBTJ | ISHARES TR | $38.73万 | 0.09% | 17,889 | 2,311 | 14.8% | $5.00万 | 加仓 |
| IJT | ISHARES TR | $39.97万 | 0.09% | 2,238 | -80 | -3.5% | -$1.43万 | 减仓 |
| VV | VANGUARD INDEX FDS | $40.99万 | 0.09% | 1,192 | -50 | -4.0% | -$1.72万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $41.48万 | 0.10% | 794 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $42.53万 | 0.10% | 2,710 | 38 | 1.4% | $5,963 | 加仓 |
| IBDV | ISHARES TR | $43.06万 | 0.10% | 19,751 | -765 | -3.7% | -$1.67万 | 减仓 |
| IBDU | ISHARES TR | $46.34万 | 0.11% | 20,007 | -741 | -3.6% | -$1.72万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $47.63万 | 0.11% | 9,330 | 30 | 0.3% | $1,531 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $51.04万 | 0.12% | 3,308 | -60 | -1.8% | -$9,257 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $51.40万 | 0.12% | 12,784 | -212 | -1.6% | -$8,525 | 减仓 |
| IJH | ISHARES TR | $57.72万 | 0.13% | 7,486 | -68 | -0.9% | -$5,243 | 减仓 |
| IBDS | ISHARES TR | $59.95万 | 0.14% | 24,751 | -616 | -2.4% | -$1.49万 | 减仓 |
| IUSB | ISHARES TR | $60.80万 | 0.14% | 13,174 | 3,424 | 35.1% | $15.80万 | 加仓 |
| LLY | ELI LILLY & CO | $60.93万 | 0.14% | 508 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $64.40万 | 0.15% | 7,533 | -213 | -2.7% | -$1.82万 | 减仓 |
| IBTH | ISHARES TR | $69.19万 | 0.16% | 30,928 | 6,706 | 27.7% | $15.00万 | 加仓 |
| COMT | ISHARES U S ETF TR | $72.66万 | 0.17% | 23,925 | -1,041 | -4.2% | -$3.16万 | 减仓 |
| IBTG | ISHARES TR | $72.89万 | 0.17% | 31,844 | 8,746 | 37.9% | $20.02万 | 加仓 |
| QQQ | INVESCO QQQ TR | $72.98万 | 0.17% | 991 | -12 | -1.2% | -$8,837 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $75.14万 | 0.17% | 9,092 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $77.16万 | 0.18% | 34,851 | 4,518 | 14.9% | $10.00万 | 加仓 |
| IJK | ISHARES TR | $78.56万 | 0.18% | 6,686 | -224 | -3.2% | -$2.63万 | 减仓 |
| NWL | NEWELL BRANDS INC | $79.68万 | 0.18% | 129,776 | 30,424 | 30.6% | $18.68万 | 加仓 |
| IBDR | ISHARES TR | $82.06万 | 0.19% | 33,867 | -5,448 | -13.9% | -$13.20万 | 减仓 |
| IBDT | ISHARES TR | $84.00万 | 0.19% | 33,265 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $85.17万 | 0.20% | 10,777 | -3 | -0.0% | -$237 | 减仓 |
| SHM | SPDR SERIES TRUST | $93.32万 | 0.21% | 19,457 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $97.22万 | 0.22% | 2,280 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $98.13万 | 0.22% | 16,441 | -56 | -0.3% | -$3,343 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $98.75万 | 0.23% | 1,404 | -56 | -3.8% | -$3.94万 | 减仓 |
| IWS | ISHARES TR | $100.18万 | 0.23% | 6,086 | -16 | -0.3% | -$2,634 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $104.71万 | 0.24% | 19,384 | -2,823 | -12.7% | -$15.25万 | 减仓 |
| IWF | ISHARES TR | $108.62万 | 0.25% | 8,747 | -1 | -0.0% | -$124 | 减仓 |
| SPYG | SPDR SERIES TRUST | $114.21万 | 0.26% | 9,598 | -99 | -1.0% | -$1.18万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $115.66万 | 0.27% | 3,126 | -89 | -2.8% | -$3.29万 | 减仓 |
| IWO | ISHARES TR | $118.43万 | 0.27% | 3,006 | -110 | -3.5% | -$4.33万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $119.91万 | 0.27% | 25,617 | -114 | -0.4% | -$5,336 | 减仓 |
| IVV | ISHARES TR | $123.42万 | 0.28% | 1,648 | 285 | 20.9% | $21.34万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $135.55万 | 0.31% | 26,799 | -286 | -1.1% | -$1.45万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $144.83万 | 0.33% | 36,089 | -4,301 | -10.6% | -$17.26万 | 减仓 |
| STIP | ISHARES TR | $158.35万 | 0.36% | 15,500 | -159 | -1.0% | -$1.62万 | 减仓 |
| TIP | ISHARES TR | $168.16万 | 0.39% | 15,367 | -363 | -2.3% | -$3.97万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $169.45万 | 0.39% | 23,783 | -544 | -2.2% | -$3.88万 | 减仓 |
| IWD | ISHARES TR | $175.35万 | 0.40% | 7,233 | -429 | -5.6% | -$10.40万 | 减仓 |
| O | REALTY INCOME CORP | $178.27万 | 0.41% | 28,772 | 4,506 | 18.6% | $27.92万 | 加仓 |
| ITOT | ISHARES TR | $182.37万 | 0.42% | 11,102 | -1,850 | -14.3% | -$30.39万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $203.49万 | 0.47% | 4,067 | 11 | 0.3% | $5,504 | 加仓 |
| IAGG | ISHARES TR | $215.72万 | 0.49% | 42,633 | -2,231 | -5.0% | -$11.29万 | 减仓 |
| EEM | ISHARES TR | $216.81万 | 0.50% | 31,693 | -901 | -2.8% | -$6.16万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $221.71万 | 0.51% | 49,434 | 1,410 | 2.9% | $6.32万 | 加仓 |
| SCZ | ISHARES TR | $247.69万 | 0.57% | 30,107 | -396 | -1.3% | -$3.26万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $250.60万 | 0.57% | 34,137 | 4 | 0.0% | $294 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $253.65万 | 0.58% | 28,436 | 501 | 1.8% | $4.47万 | 加仓 |
| MUB | ISHARES TR | $256.00万 | 0.59% | 23,787 | 106 | 0.4% | $1.14万 | 加仓 |
| IVW | ISHARES TR | $272.35万 | 0.62% | 19,803 | -339 | -1.7% | -$4.66万 | 减仓 |
| SGOV | ISHARES TR | $284.98万 | 0.65% | 28,309 | -800 | -2.7% | -$8.05万 | 减仓 |
| AGG | ISHARES TR | $321.15万 | 0.74% | 32,446 | 1,193 | 3.8% | $11.81万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $322.46万 | 0.74% | 72,692 | -1,699 | -2.3% | -$7.54万 | 减仓 |
| AAPL | APPLE INC | $337.30万 | 0.77% | 11,657 | 987 | 9.3% | $28.56万 | 加仓 |
| IJJ | ISHARES TR | $345.27万 | 0.79% | 23,372 | -283 | -1.2% | -$4.18万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $389.14万 | 0.89% | 17,856 | -296 | -1.6% | -$6.45万 | 减仓 |
| IWN | ISHARES TR | $396.95万 | 0.91% | 17,945 | -476 | -2.6% | -$10.53万 | 减仓 |
| SUB | ISHARES TR | $399.65万 | 0.92% | 37,536 | 261 | 0.7% | $2.78万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $442.59万 | 1.01% | 5,927 | -170 | -2.8% | -$12.69万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $496.73万 | 1.14% | 64,160 | 3,884 | 6.4% | $30.07万 | 加仓 |
| IVLU | ISHARES TR | $511.00万 | 1.17% | 122,191 | -3,965 | -3.1% | -$16.58万 | 减仓 |
| USRT | ISHARES TR | $516.89万 | 1.18% | 77,786 | 625 | 0.8% | $4.15万 | 加仓 |
| CBRE | CBRE GROUP INC | $518.57万 | 1.19% | 38,501 | 2,072 | 5.7% | $27.91万 | 加仓 |