13F 机构持仓

Prosperity Consulting Group, LLC

OWINGS MILLS MD · SEC CIK 0001910398

2026Q22026Q1 更早 9 个季度 🔒
$26.44亿2026Q2 申报市值
636持仓数
37.9%前十大占比 · 第一大 12.3%
121 / 16新建仓 / 清仓
申报市值走势$26.44亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 12.3%
EFA 4.5%
QQQ 3.5%
AAPL 3.1%
JEPI 3.0%
QQQM 2.7%
IWY 2.7%
MGV 2.4%
XLK 1.8%
EFV 1.8%

2026Q2 买入最多 按季末市值估算

DYNF 加仓+$3,908.71万
BAI 加仓+$3,531.78万
ISHARES TR 新建仓+$2,119.04万
IEMG 加仓+$1,121.14万
IDEF 新建仓+$1,084.44万

2026Q2 卖出最多 按季末市值估算

QUAL 减仓-$4,084.93万
IWY 减仓-$1,323.13万
IVV 减仓-$726.35万
ICSH 减仓-$665.06万
VO 减仓-$658.07万

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
MLM MARTIN MARIETTA MATLS INC $00.00%0 -821-100.0% -$48.33万 清仓
DT DYNATRACE INC $00.00%0 -8,160-100.0% -$30.18万 清仓
EQNR EQUINOR ASA $00.00%0 -5,830-100.0% -$24.60万 清仓
SLB SLB LIMITED $00.00%0 -4,602-100.0% -$23.65万 清仓
NKE NIKE INC $00.00%0 -4,351-100.0% -$22.98万 清仓
PDBC INVESCO ACTVELY MNGD ETC FD $00.00%0 -12,545-100.0% -$21.73万 清仓
THRO BLACKROCK ETF TRUST $00.00%0 -5,954-100.0% -$21.57万 清仓
EPI WISDOMTREE TR $00.00%0 -5,267-100.0% -$21.49万 清仓
AN AUTONATION INC $00.00%0 -1,076-100.0% -$21.01万 清仓
TLH ISHARES TR $00.00%0 -2,046-100.0% -$20.61万 清仓
OXY OCCIDENTAL PETE CORP $00.00%0 -3,102-100.0% -$20.16万 清仓
AMP AMERIPRISE FINL INC $00.00%0 -451-100.0% -$20.04万 清仓
HAL HALLIBURTON CO $00.00%0 -4,370-100.0% -$17.04万 清仓
HAL HALLIBURTON CO 看涨期权 $00.00%0 -2,500-100.0% -$9.75万 清仓
— BLACK DIAMOND THERAPEUTICS I $00.00%0 -11,355-100.0% -$2.42万 清仓
— ENLIVEX LTD $00.00%0 -17,647-100.0% -$1.64万 清仓
WIT WIPRO LTD $2.88万0.00%12,793 12,793— $2.88万 新建仓
GTM ZOOMINFO TECHNOLOGIES INC $4.37万0.00%14,930 14,930— $4.37万 新建仓
IBIT ISHARES BITCOIN TRUST ETF 看涨期权 $4.99万0.00%1,500 00.0% — 不变
— RESOURCES CONNECTION INC $5.08万0.00%11,944 -187-1.5% -$795 减仓
KMI KINDER MORGAN INC DEL 看涨期权 $7.99万0.00%2,500 2,500— $7.99万 新建仓
ADT ADT INC DEL $8.25万0.00%12,699 12,699— $8.25万 新建仓
UNH UNITEDHEALTH GROUP INC 看涨期权 $8.31万0.00%200 00.0% — 不变
ANET ARISTA NETWORKS INC 看涨期权 $8.49万0.00%500 500— $8.49万 新建仓
FLO FLOWERS FOODS INC $10.99万0.00%13,912 13,912— $10.99万 新建仓
ARRY ARRAY TECHNOLOGIES INC 看涨期权 $11.12万0.00%15,000 15,000— $11.12万 新建仓
HLN HALEON PLC $11.96万0.00%12,823 12,823— $11.96万 新建仓
GCMG GCM GROSVENOR INC $12.42万0.00%10,099 10,099— $12.42万 新建仓
PCG PG&E CORP $17.31万0.01%10,289 10,289— $17.31万 新建仓
MFG MIZUHO FINANCIAL GROUP INC $19.53万0.01%20,388 9,05579.9% $8.67万 加仓
LYG LLOYDS BANKING GROUP PLC $19.72万0.01%33,827 5,62720.0% $3.28万 加仓
SPYG SPDR SERIES TRUST $20.10万0.01%1,689 1,689— $20.10万 新建仓
AIT APPLIED INDL TECHNOLOGIES IN $20.29万0.01%600 600— $20.29万 新建仓
NFG NATIONAL FUEL GAS CO $20.29万0.01%2,628 2,628— $20.29万 新建仓
BBT BEACON FINANCIAL CORP. $20.35万0.01%6,682 00.0% — 不变
MMM 3M CO $20.36万0.01%1,257 1,257— $20.36万 新建仓
INCY INCYTE CORP $20.39万0.01%1,799 1,799— $20.39万 新建仓
SCHK SCHWAB STRATEGIC TR $20.45万0.01%5,671 -1,371-19.5% -$4.94万 减仓
XES SPDR SERIES TRUST $20.66万0.01%1,843 1,843— $20.66万 新建仓
MELI MERCADOLIBRE INC $20.69万0.01%122 00.0% — 不变
SHW SHERWIN WILLIAMS CO $20.80万0.01%604 604— $20.80万 新建仓
CIEN CIENA CORP $20.80万0.01%424 424— $20.80万 新建仓
— FIRST TR EXCHNG TRADED FD VI $20.82万0.01%7,558 7,558— $20.82万 新建仓
RMD RESMED INC $20.83万0.01%1,069 1,069— $20.83万 新建仓
RGA REINSURANCE GROUP AMER INC $20.84万0.01%980 980— $20.84万 新建仓
TAN INVESCO EXCH TRADED FD TR II $20.86万0.01%3,527 3,527— $20.86万 新建仓
PB PROSPERITY BANCSHARES INC $20.91万0.01%2,863 2,863— $20.91万 新建仓
HUM HUMANA INC $21.13万0.01%532 532— $21.13万 新建仓
STLD STEEL DYNAMICS INC $21.20万0.01%924 924— $21.20万 新建仓
CVE CENOVUS ENERGY INC $21.22万0.01%8,554 8,554— $21.22万 新建仓
BABA ALIBABA GROUP HLDG LTD $21.25万0.01%2,214 2,214— $21.25万 新建仓
AXTA AXALTA COATING SYS LTD $21.31万0.01%6,226 6,226— $21.31万 新建仓
— ISHARES TR $21.40万0.01%7,827 00.0% — 不变
TXRH TEXAS ROADHOUSE INC $21.43万0.01%1,109 1,109— $21.43万 新建仓
EBAY EBAY INC. $21.43万0.01%1,918 1,918— $21.43万 新建仓
CORO BLACKROCK ETF TRUST $21.48万0.01%5,868 5,868— $21.48万 新建仓
BLCR BLACKROCK ETF TRUST $21.55万0.01%4,279 4,279— $21.55万 新建仓
GSLC GOLDMAN SACHS ETF TR $21.71万0.01%1,530 00.0% — 重新持有
SJM SMUCKER J M CO $21.72万0.01%1,931 1,931— $21.72万 新建仓
OEF ISHARES TR $21.73万0.01%594 -214-26.5% -$7.83万 减仓
DD DUPONT DE NEMOURS INC $21.77万0.01%1,605 1,605— $21.77万 新建仓
IVZ INVESCO LTD $21.83万0.01%8,273 8,273— $21.83万 新建仓
SIL GLOBAL X FDS $21.88万0.01%2,825 2,825— $21.88万 新建仓
BRO BROWN & BROWN INC $21.89万0.01%3,413 3,413— $21.89万 新建仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $21.92万0.01%877 877— $21.92万 新建仓
HPE HEWLETT PACKARD ENTERPRISE C $21.93万0.01%4,861 4,861— $21.93万 新建仓
VOOG VANGUARD ADMIRAL FDS INC $21.96万0.01%2,658 2,658— $21.96万 新建仓
CNI CANADIAN NATL RY CO $21.96万0.01%1,842 1,842— $21.96万 新建仓
SWK STANLEY BLACK & DECKER INC $22.00万0.01%2,337 2,337— $22.00万 新建仓
SRE SEMPRA $22.04万0.01%2,377 1546.9% $1.43万 加仓
TBLD THORNBURG INCM BUILDER OPP T $22.07万0.01%10,000 00.0% — 不变
OBDC BLUE OWL CAPITAL CORPORATION $22.10万0.01%20,333 00.0% — 不变
NWSA NEWS CORP NEW $22.11万0.01%8,903 8,903— $22.11万 新建仓
KKR KKR & CO INC $22.12万0.01%2,410 351.5% $3,213 加仓
NEM NEWMONT CORP $22.14万0.01%2,370 32415.8% $3.03万 加仓
MKSI MKS INC. $22.28万0.01%501 501— $22.28万 新建仓
— WARNER BROS DISCOVERY INC $22.30万0.01%8,363 -379-4.3% -$1.01万 减仓
VCR VANGUARD WORLD FD $22.37万0.01%564 00.0% — 不变
STIP ISHARES TR $22.37万0.01%2,190 -431-16.4% -$4.40万 减仓
SNDA SONIDA SENIOR LIVING INC $22.39万0.01%5,487 -2,503-31.3% -$10.21万 减仓
QS QUANTUMSCAPE CORP $22.39万0.01%29,622 1,0683.7% $8,074 加仓
DVN DEVON ENERGY CORP NEW $22.40万0.01%5,422 5,422— $22.40万 新建仓
KEYS KEYSIGHT TECHNOLOGIES INC $22.58万0.01%645 645— $22.58万 新建仓
PPL PPL CORP $22.58万0.01%6,213 6,213— $22.58万 新建仓
LAZ LAZARD INC $22.69万0.01%5,409 -92-1.7% -$3,859 减仓
TEL TE CONNECTIVITY PLC $22.72万0.01%1,127 1,127— $22.72万 新建仓
IEX IDEX CORP $22.76万0.01%1,003 1,003— $22.76万 新建仓
ROK ROCKWELL AUTOMATION INC $22.87万0.01%462 462— $22.87万 新建仓
FDX FEDEX CORP $23.02万0.01%735 735— $23.02万 新建仓
GMAY FIRST TR EXCHNG TRADED FD VI $23.03万0.01%5,350 00.0% — 不变
XJH ISHARES TR $23.06万0.01%4,421 4,421— $23.06万 新建仓
GSBD GOLDMAN SACHS BDC INC $23.06万0.01%24,325 00.0% — 不变
GRAL GRAIL INC $23.08万0.01%3,381 -500-12.9% -$3.41万 减仓
NTAP NETAPP INC $23.09万0.01%1,492 1,492— $23.09万 新建仓
SNY SANOFI SA $23.11万0.01%5,418 30.1% $128 加仓
ISTB ISHARES TR $23.27万0.01%4,823 551.2% $2,654 加仓
SCHB SCHWAB STRATEGIC TR $23.29万0.01%8,043 8,043— $23.29万 新建仓
NOV NOV INC $23.45万0.01%12,644 12,644— $23.45万 新建仓
FMAY FIRST TR EXCHNG TRADED FD VI $23.46万0.01%4,175 00.0% — 不变
WRB BERKLEY W R CORP $23.52万0.01%3,335 3,335— $23.52万 新建仓