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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $24.33万 | 0.06% | 846 | 846 | — | $24.33万 | 新建仓 |
| COP | CONOCOPHILLIPS | $23.36万 | 0.06% | 1,770 | 1,770 | — | $23.36万 | 新建仓 |
| LOW | LOWES COS INC | $23.30万 | 0.06% | 986 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $22.97万 | 0.06% | 3,948 | -1,171 | -22.9% | -$6.81万 | 减仓 |
| FIVA | FIDELITY COVINGTON TRUST | $21.07万 | 0.05% | 6,052 | -376 | -5.8% | -$1.31万 | 减仓 |
| AMZN | AMAZON COM INC | $20.89万 | 0.05% | 1,003 | 1,003 | — | $20.89万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.55万 | 0.05% | 1,388 | -475 | -25.5% | -$7.03万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $20.36万 | 0.05% | 7,826 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $20.25万 | 0.05% | 1,304 | 1,304 | — | $20.25万 | 新建仓 |
| IEFA | ISHARES TR | $20.20万 | 0.05% | 2,231 | -18 | -0.8% | -$1,630 | 减仓 |
| 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 |