Prosperity Consulting Group, LLC
OWINGS MILLS MD · SEC CIK 0001910398
$22.48亿2026Q1 申报市值
524持仓数
39.7%前十大占比 · 第一大 12.8%
40 / 14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
QQQM 加仓+$2,282.32万
IWY 加仓+$2,276.19万
EFA 加仓+$1,139.80万
IVV 加仓+$681.62万
JEPI 加仓+$515.08万
2026Q1 卖出最多 按季末市值估算
EPI 减仓-$324.19万
XLP 减仓-$211.35万
MRK 减仓-$193.26万
SCHD 减仓-$185.80万
JPST 减仓-$177.86万
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 |
|---|---|---|---|---|---|---|---|---|
| MET | METLIFE INC | $0 | 0.00% | 0 | -20,838 | -100.0% | -$164.50万 | 清仓 |
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -25,435 | -100.0% | -$119.06万 | 清仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -14,034 | -100.0% | -$92.50万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -9,605 | -100.0% | -$51.91万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -7,619 | -100.0% | -$36.24万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,960 | -100.0% | -$36.04万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -2,747 | -100.0% | -$28.61万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -1,716 | -100.0% | -$24.84万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EPR | EPR PPTYS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,726 | -100.0% | -$22.83万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -4,799 | -100.0% | -$22.02万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -8,207 | -100.0% | -$21.61万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -523 | -100.0% | -$20.99万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,440 | -100.0% | -$20.40万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EVOLUTION PETE CORP | $0 | 0.00% | 0 | -23,240 | -100.0% | -$8.23万 | 清仓 |
| — | ENLIVEX LTD | $1.64万 | 0.00% | 17,647 | 0 | 0.0% | — | 不变 |
| — | BLACK DIAMOND THERAPEUTICS I | $2.42万 | 0.00% | 11,355 | 11,355 | — | $2.42万 | 新建仓 |
| — | RESOURCES CONNECTION INC | $4.52万 | 0.00% | 12,131 | -3,204 | -20.9% | -$1.20万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $5.41万 | 0.00% | 200 | 200 | — | $5.41万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $5.76万 | 0.00% | 1,500 | 1,500 | — | $5.76万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $9.00万 | 0.00% | 11,333 | 11,333 | — | $9.00万 | 新建仓 |
| HAL | HALLIBURTON CO 看涨期权 | $9.75万 | 0.00% | 2,500 | 2,500 | — | $9.75万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $14.18万 | 0.01% | 28,200 | -367 | -1.3% | -$1,846 | 减仓 |
| HAL | HALLIBURTON CO | $17.04万 | 0.01% | 4,370 | 4,370 | — | $17.04万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $18.22万 | 0.01% | 28,554 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $20.04万 | 0.01% | 451 | -5 | -1.1% | -$2,222 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $20.05万 | 0.01% | 6,682 | 6,682 | — | $20.05万 | 新建仓 |
| GRAL | GRAIL INC | $20.06万 | 0.01% | 3,881 | 250 | 6.9% | $1.29万 | 加仓 |
| APP | APPLOVIN CORP | $20.10万 | 0.01% | 505 | 165 | 48.5% | $6.57万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $20.16万 | 0.01% | 3,102 | 3,102 | — | $20.16万 | 新建仓 |
| JBL | JABIL INC | $20.19万 | 0.01% | 760 | 760 | — | $20.19万 | 新建仓 |
| SNDK | SANDISK CORP | $20.20万 | 0.01% | 318 | 318 | — | $20.20万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $20.25万 | 0.01% | 564 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $20.27万 | 0.01% | 2,925 | 663 | 29.3% | $4.59万 | 加仓 |
| SBUX | STARBUCKS CORP | $20.39万 | 0.01% | 2,276 | 2,276 | — | $20.39万 | 新建仓 |
| TLH | ISHARES TR | $20.61万 | 0.01% | 2,046 | 2,046 | — | $20.61万 | 新建仓 |
| SNPS | SYNOPSYS INC | $20.70万 | 0.01% | 522 | -3,305 | -86.4% | -$131.04万 | 减仓 |
| — | ISHARES TR | $20.80万 | 0.01% | 7,827 | 0 | 0.0% | — | 不变 |
| — | SUPERIOR GROUP OF CO INC | $20.82万 | 0.01% | 20,494 | -2,245 | -9.9% | -$2.28万 | 减仓 |
| AN | AUTONATION INC | $21.01万 | 0.01% | 1,076 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $21.07万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| TBLD | THORNBURG INCM BUILDER OPP T | $21.15万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $21.47万 | 0.01% | 51 | 3 | 6.2% | $1.26万 | 加仓 |
| EPI | WISDOMTREE TR | $21.49万 | 0.01% | 5,267 | -79,458 | -93.8% | -$324.19万 | 减仓 |
| OGE | OGE ENERGY CORP | $21.52万 | 0.01% | 4,487 | -200 | -4.3% | -$9,592 | 重新持有 |
| THRO | BLACKROCK ETF TRUST | $21.57万 | 0.01% | 5,954 | 5,954 | — | $21.57万 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $21.60万 | 0.01% | 24,325 | -19,682 | -44.7% | -$17.48万 | 减仓 |
| SRE | SEMPRA | $21.60万 | 0.01% | 2,223 | -72 | -3.1% | -$6,996 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $21.73万 | 0.01% | 12,545 | 12,545 | — | $21.73万 | 新建仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $21.79万 | 0.01% | 6,899 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE ETF INC | $21.80万 | 0.01% | 6,126 | 457 | 8.1% | $1.63万 | 加仓 |
| URTH | ISHARES INC | $21.93万 | 0.01% | 1,218 | 1,218 | — | $21.93万 | 新建仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $21.97万 | 0.01% | 5,350 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $21.97万 | 0.01% | 2,375 | -970 | -29.0% | -$8.97万 | 减仓 |
| FTNT | FORTINET INC | $21.97万 | 0.01% | 2,689 | 2,689 | — | $21.97万 | 新建仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $22.04万 | 0.01% | 4,175 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $22.06万 | 0.01% | 7,042 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $22.15万 | 0.01% | 2,046 | 2,046 | — | $22.15万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $22.49万 | 0.01% | 20,333 | -13,458 | -39.8% | -$14.88万 | 减仓 |
| VHT | VANGUARD WORLD FD | $22.69万 | 0.01% | 833 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $22.76万 | 0.01% | 1,101 | 1 | 0.1% | $207 | 加仓 |
| NKE | NIKE INC | $22.98万 | 0.01% | 4,351 | 60 | 1.4% | $3,169 | 加仓 |
| BHB | BAR HBR BANKSHARES | $23.00万 | 0.01% | 7,087 | -627 | -8.1% | -$2.03万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $23.01万 | 0.01% | 5,519 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $23.11万 | 0.01% | 4,768 | 4,768 | — | $23.11万 | 新建仓 |
| — | WESTWOOD HLDGS GROUP INC | $23.12万 | 0.01% | 14,039 | -1,238 | -8.1% | -$2.04万 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $23.25万 | 0.01% | 5,483 | -215 | -3.8% | -$9,116 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $23.26万 | 0.01% | 5,355 | -28 | -0.5% | -$1,216 | 减仓 |
| LAZ | LAZARD INC | $23.37万 | 0.01% | 5,501 | -535 | -8.9% | -$2.27万 | 减仓 |
| DOV | DOVER CORP | $23.51万 | 0.01% | 1,128 | 34 | 3.1% | $7,087 | 加仓 |
| SLB | SLB LIMITED | $23.65万 | 0.01% | 4,602 | -1,495 | -24.5% | -$7.68万 | 减仓 |
| MBB | ISHARES TR | $23.81万 | 0.01% | 2,508 | -159 | -6.0% | -$1.51万 | 减仓 |
| BBY | BEST BUY INC | $23.90万 | 0.01% | 3,723 | 386 | 11.6% | $2.48万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $24.01万 | 0.01% | 8,742 | 579 | 7.1% | $1.59万 | 加仓 |
| IRM | IRON MTN INC DEL | $24.11万 | 0.01% | 2,360 | -1,280 | -35.2% | -$13.07万 | 重新持有 |
| AMT | AMERICAN TOWER CORP | $24.17万 | 0.01% | 1,400 | 110 | 8.5% | $1.90万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $24.31万 | 0.01% | 3,233 | 0 | 0.0% | — | 不变 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $24.36万 | 0.01% | 4,840 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $24.60万 | 0.01% | 5,830 | 5,830 | — | $24.60万 | 新建仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $24.67万 | 0.01% | 6,374 | -112 | -1.7% | -$4,335 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $24.92万 | 0.01% | 558 | -835 | -59.9% | -$37.29万 | 减仓 |
| CTVA | CORTEVA INC | $25.12万 | 0.01% | 3,001 | 3,001 | — | $25.12万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $25.12万 | 0.01% | 1,219 | 153 | 14.4% | $3.15万 | 加仓 |
| MTUM | ISHARES TR | $25.13万 | 0.01% | 1,047 | 1,047 | — | $25.13万 | 新建仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $25.23万 | 0.01% | 8,020 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $25.25万 | 0.01% | 3,061 | 3,061 | — | $25.25万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $25.36万 | 0.01% | 7,698 | 7,698 | — | $25.36万 | 新建仓 |
| XYZ | BLOCK INC | $25.39万 | 0.01% | 4,219 | 453 | 12.0% | $2.73万 | 加仓 |
| GLW | CORNING INC | $25.50万 | 0.01% | 1,875 | 1,875 | — | $25.50万 | 新建仓 |
| OEF | ISHARES TR | $25.70万 | 0.01% | 808 | -730 | -47.5% | -$23.22万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $25.77万 | 0.01% | 7,990 | 7,990 | — | $25.77万 | 新建仓 |
| BALL | BALL CORP | $25.78万 | 0.01% | 4,362 | 4,362 | — | $25.78万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $25.94万 | 0.01% | 1,981 | 128 | 6.9% | $1.68万 | 加仓 |
| SNY | SANOFI SA | $26.09万 | 0.01% | 5,415 | -23,607 | -81.3% | -$113.74万 | 减仓 |