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 |
|---|---|---|---|---|---|---|---|---|
| IBDW | ISHARES TR | $28.86万 | 0.07% | 13,850 | 13,850 | — | $28.86万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $28.43万 | 0.07% | 4,521 | 21 | 0.5% | $1,321 | 加仓 |
| BAC | BANK OF AMER CORP | $28.24万 | 0.06% | 4,956 | 4,956 | — | $28.24万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $28.12万 | 0.06% | 389 | 389 | — | $28.12万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $25.69万 | 0.06% | 3,777 | -171 | -4.3% | -$1.16万 | 减仓 |
| AMZN | AMAZON COM INC | $24.38万 | 0.06% | 1,023 | 20 | 2.0% | $4,767 | 加仓 |
| — | ISHARES TR | $23.62万 | 0.05% | 4,044 | -377 | -8.5% | -$2.20万 | 重新持有 |
| FIVA | FIDELITY COVINGTON TRUST | $22.68万 | 0.05% | 5,889 | -163 | -2.7% | -$6,279 | 减仓 |
| WMT | WALMART INC | $22.13万 | 0.05% | 1,954 | 1,954 | — | $22.13万 | 新建仓 |
| XVV | ISHARES TR | $22.07万 | 0.05% | 3,886 | 0 | 0.0% | — | 重新持有 |
| LOW | LOWES COS INC | $21.94万 | 0.05% | 995 | 9 | 0.9% | $1,984 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.82万 | 0.05% | 1,318 | -70 | -5.0% | -$1.11万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $20.41万 | 0.05% | 3,710 | 3,710 | — | $20.41万 | 新建仓 |
| YUM | YUM BRANDS INC | $20.38万 | 0.05% | 1,275 | 1,275 | — | $20.38万 | 新建仓 |
| SPIP | SPDR SERIES TRUST | $20.10万 | 0.05% | 7,826 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $20.07万 | 0.05% | 7,267 | 7,267 | — | $20.07万 | 新建仓 |
| IEFA | ISHARES TR | $20.04万 | 0.05% | 2,074 | -157 | -7.0% | -$1.52万 | 减仓 |
| 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 |