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 |
|---|---|---|---|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INC | $26.26万 | 0.01% | 605 | 50 | 9.0% | $2.17万 | 加仓 |
| ORI | OLD REP INTL CORP | $26.35万 | 0.01% | 6,605 | -641 | -8.8% | -$2.56万 | 减仓 |
| — | ESCALADE INC | $26.37万 | 0.01% | 15,359 | -2,174 | -12.4% | -$3.73万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $26.58万 | 0.01% | 1,475 | 37 | 2.6% | $6,668 | 加仓 |
| BBDC | BARINGS BDC INC | $26.61万 | 0.01% | 32,327 | -15,608 | -32.6% | -$12.85万 | 减仓 |
| STIP | ISHARES TR | $27.11万 | 0.01% | 2,621 | -4,653 | -64.0% | -$48.13万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $27.18万 | 0.01% | 1,005 | 1,005 | — | $27.18万 | 新建仓 |
| TER | TERADYNE INC | $27.21万 | 0.01% | 918 | 918 | — | $27.21万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $27.54万 | 0.01% | 2,940 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $27.57万 | 0.01% | 3,235 | 306 | 10.4% | $2.61万 | 加仓 |
| CCI | CROWN CASTLE INC | $27.57万 | 0.01% | 3,391 | 436 | 14.8% | $3.55万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $27.67万 | 0.01% | 5,647 | -440 | -7.2% | -$2.16万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $27.82万 | 0.01% | 360 | 20 | 5.9% | $1.55万 | 加仓 |
| ENB | ENBRIDGE INC | $28.53万 | 0.01% | 5,272 | -237 | -4.3% | -$1.28万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.59万 | 0.01% | 11,104 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $28.77万 | 0.01% | 3,105 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $28.80万 | 0.01% | 3,165 | 3,165 | — | $28.80万 | 新建仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $29.03万 | 0.01% | 7,173 | 0 | 0.0% | — | 不变 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $29.27万 | 0.01% | 5,240 | -400 | -7.1% | -$2.23万 | 减仓 |
| TGT | TARGET CORP | $29.98万 | 0.01% | 2,474 | 81 | 3.4% | $9,816 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $30.09万 | 0.01% | 1,613 | 74 | 4.8% | $1.38万 | 加仓 |
| DT | DYNATRACE INC | $30.18万 | 0.01% | 8,160 | 7 | 0.1% | $259 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $30.19万 | 0.01% | 1,035 | -112 | -9.8% | -$3.27万 | 减仓 |
| MDB | MONGODB INC | $30.23万 | 0.01% | 1,235 | 1,235 | — | $30.23万 | 新建仓 |
| VTR | VENTAS INC | $30.35万 | 0.01% | 3,711 | 103 | 2.9% | $8,423 | 加仓 |
| CAG | CONAGRA BRANDS INC | $30.45万 | 0.01% | 19,369 | 19,369 | — | $30.45万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $30.51万 | 0.01% | 4,549 | 4,549 | — | $30.51万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $30.62万 | 0.01% | 3,824 | 87 | 2.3% | $6,967 | 加仓 |
| RY | ROYAL BK CDA | $30.62万 | 0.01% | 1,893 | -114 | -5.7% | -$1.84万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $30.93万 | 0.01% | 1,090 | 0 | 0.0% | — | 不变 |
| — | 1 800 FLOWERS COM INC | $31.01万 | 0.01% | 102,005 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $31.49万 | 0.01% | 2,486 | 268 | 12.1% | $3.39万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $31.59万 | 0.01% | 1,597 | 1,597 | — | $31.59万 | 新建仓 |
| IAU | ISHARES GOLD TR | $31.59万 | 0.01% | 3,583 | -641 | -15.2% | -$5.65万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $31.70万 | 0.01% | 1,716 | 4 | 0.2% | $739 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $31.90万 | 0.01% | 5,534 | -1,863 | -25.2% | -$10.74万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $32.33万 | 0.01% | 17,941 | -799 | -4.3% | -$1.44万 | 减仓 |
| ADBE | ADOBE INC | $32.43万 | 0.01% | 1,334 | -1,057 | -44.2% | -$25.69万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $32.63万 | 0.01% | 7,673 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $32.81万 | 0.01% | 3,492 | -280 | -7.4% | -$2.63万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $33.33万 | 0.01% | 5,670 | 1,053 | 22.8% | $6.19万 | 加仓 |
| NYF | ISHARES TR | $33.47万 | 0.01% | 6,300 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC | $33.51万 | 0.01% | 1,731 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $34.00万 | 0.02% | 7,596 | 35 | 0.5% | $1,567 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $34.11万 | 0.02% | 24,141 | 7,235 | 42.8% | $10.22万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $34.16万 | 0.02% | 875 | 97 | 12.5% | $3.79万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $34.44万 | 0.02% | 1,041 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $34.58万 | 0.02% | 2,199 | 82 | 3.9% | $1.29万 | 加仓 |
| PSX | PHILLIPS 66 | $34.81万 | 0.02% | 1,911 | 112 | 6.2% | $2.04万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $35.50万 | 0.02% | 7,595 | -35 | -0.5% | -$1,636 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $35.57万 | 0.02% | 7,461 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $36.55万 | 0.02% | 1,567 | 148 | 10.4% | $3.45万 | 加仓 |
| ALL | ALLSTATE CORP | $36.56万 | 0.02% | 1,763 | -8 | -0.5% | -$1,659 | 减仓 |
| IDXX | IDEXX LABS INC | $36.97万 | 0.02% | 658 | 11 | 1.7% | $6,181 | 加仓 |
| VXUS | VANGUARD STAR FDS | $37.96万 | 0.02% | 4,923 | -4,297 | -46.6% | -$33.13万 | 减仓 |
| EMR | EMERSON ELEC CO | $38.88万 | 0.02% | 2,968 | -241 | -7.5% | -$3.16万 | 减仓 |
| SGOV | ISHARES TR | $39.17万 | 0.02% | 3,891 | -431 | -10.0% | -$4.34万 | 减仓 |
| IHI | ISHARES TR | $39.25万 | 0.02% | 7,357 | -3,547 | -32.5% | -$18.92万 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $39.36万 | 0.02% | 8,470 | 0 | 0.0% | — | 不变 |
| BWB | BRIDGEWATER BANCSHARES INC | $39.43万 | 0.02% | 22,278 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $39.71万 | 0.02% | 10,336 | 2,508 | 32.0% | $9.64万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $39.99万 | 0.02% | 2,891 | -369 | -11.3% | -$5.10万 | 减仓 |
| QUS | SPDR SERIES TRUST | $40.30万 | 0.02% | 2,348 | 261 | 12.5% | $4.48万 | 加仓 |
| CLS | CELESTICA INC | $40.84万 | 0.02% | 1,450 | 125 | 9.4% | $3.52万 | 加仓 |
| CAVA | CAVA GROUP INC | $41.57万 | 0.02% | 5,138 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $42.00万 | 0.02% | 11,284 | 773 | 7.4% | $2.88万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $42.13万 | 0.02% | 9,381 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $42.57万 | 0.02% | 919 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $43.27万 | 0.02% | 2,833 | 1,118 | 65.2% | $17.08万 | 加仓 |
| UNP | UNION PAC CORP | $43.29万 | 0.02% | 1,784 | 58 | 3.4% | $1.41万 | 加仓 |
| NUE | NUCOR CORP | $43.50万 | 0.02% | 2,573 | 15 | 0.6% | $2,536 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $43.67万 | 0.02% | 708 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $44.01万 | 0.02% | 1,534 | -1,009 | -39.7% | -$28.95万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $44.30万 | 0.02% | 10,076 | -621 | -5.8% | -$2.73万 | 减仓 |
| INTU | INTUIT | $44.36万 | 0.02% | 1,026 | 79 | 8.3% | $3.42万 | 加仓 |
| KEY | KEYCORP | $45.24万 | 0.02% | 22,566 | 3,175 | 16.4% | $6.37万 | 加仓 |
| VMC | VULCAN MATLS CO | $45.26万 | 0.02% | 1,662 | 19 | 1.2% | $5,174 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $45.68万 | 0.02% | 1,800 | 1,800 | — | $45.68万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $46.07万 | 0.02% | 16,047 | 556 | 3.6% | $1.60万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $46.21万 | 0.02% | 8,640 | 357 | 4.3% | $1.91万 | 加仓 |
| SUB | ISHARES TR | $46.37万 | 0.02% | 4,354 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EXCH TRADED FD TR II | $46.43万 | 0.02% | 22,217 | -2,826 | -11.3% | -$5.91万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $47.05万 | 0.02% | 7,757 | -391 | -4.8% | -$2.37万 | 减仓 |
| HGER | HARBOR ETF TRUST | $47.12万 | 0.02% | 15,194 | -9,305 | -38.0% | -$28.85万 | 减仓 |
| SYY | SYSCO CORP | $47.28万 | 0.02% | 6,629 | -507 | -7.1% | -$3.62万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $47.37万 | 0.02% | 2,349 | -32 | -1.3% | -$6,453 | 减仓 |
| UL | UNILEVER PLC | $47.86万 | 0.02% | 8,401 | -26,274 | -75.8% | -$149.68万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $48.33万 | 0.02% | 821 | 2 | 0.2% | $1,177 | 加仓 |
| RL | RALPH LAUREN CORP | $48.47万 | 0.02% | 1,409 | -1 | -0.1% | -$344 | 减仓 |
| URA | GLOBAL X FDS | $49.69万 | 0.02% | 10,260 | -803 | -7.3% | -$3.89万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $50.19万 | 0.02% | 11,090 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $50.72万 | 0.02% | 22,139 | 733 | 3.4% | $1.68万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $51.21万 | 0.02% | 3,458 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $52.14万 | 0.02% | 13,083 | 1,620 | 14.1% | $6.46万 | 加仓 |
| AZN | ASTRAZENECA PLC | $52.74万 | 0.02% | 2,674 | 2,674 | — | $52.74万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $53.01万 | 0.02% | 48,719 | -5,151 | -9.6% | -$5.60万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $53.33万 | 0.02% | 2,455 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $53.46万 | 0.02% | 1,758 | 1,758 | — | $53.46万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $54.60万 | 0.02% | 21,293 | -1 | -0.0% | -$26 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $54.84万 | 0.02% | 10,376 | -4,038 | -28.0% | -$21.34万 | 减仓 |