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
FAST FASTENAL CO $23.52万0.01%4,898 4,898— $23.52万 新建仓
ING ING GROEP N.V. $23.61万0.01%7,523 7,523— $23.61万 新建仓
DMAR FIRST TR EXCHNG TRADED FD VI $23.66万0.01%5,290 -193-3.5% -$8,633 减仓
WSM WILLIAMS SONOMA INC $23.87万0.01%1,024 1,024— $23.87万 新建仓
IWO ISHARES TR $23.90万0.01%607 607— $23.90万 新建仓
FHB FIRST HAWAIIAN INC $23.96万0.01%8,176 8,176— $23.96万 新建仓
UGI UGI CORP NEW $23.98万0.01%6,944 6,944— $23.98万 新建仓
SPSM SPDR SERIES TRUST $24.03万0.01%4,167 4,167— $24.03万 新建仓
MHK MOHAWK INDS INC $24.39万0.01%2,010 2,010— $24.39万 新建仓
GMAR FIRST TR EXCHNG TRADED FD VI $24.42万0.01%5,519 00.0% — 不变
TM TOYOTA MOTOR CORP $24.44万0.01%1,451 23219.0% $3.91万 加仓
EMXC ISHARES INC $24.45万0.01%2,390 2,390— $24.45万 新建仓
KDP KEURIG DR PEPPER INC $24.54万0.01%7,498 7,498— $24.54万 新建仓
DOCT FIRST TR EXCHNG TRADED FD VI $24.65万0.01%5,281 -74-1.4% -$3,454 减仓
VHT VANGUARD WORLD FD $24.91万0.01%833 00.0% — 不变
— SUPERIOR GROUP OF CO INC $24.94万0.01%19,010 -1,484-7.2% -$1.95万 减仓
REG REGENCY CTRS CORP $25.03万0.01%3,139 3,139— $25.03万 新建仓
REGN REGENERON PHARMACEUTICALS $25.07万0.01%402 4211.7% $2.62万 加仓
VMRK EQUITY RESIDENTIAL $25.11万0.01%3,697 3,697— $25.11万 新建仓
TCAF T ROWE PRICE EXCHANGE-TRADED $25.18万0.01%6,126 00.0% — 不变
BHB BAR HBR BANKSHARES $25.30万0.01%6,699 -388-5.5% -$1.47万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $25.41万0.01%1,173 1,173— $25.41万 新建仓
IJR ISHARES TR $25.53万0.01%1,721 1,721— $25.53万 新建仓
BIIB BIOGEN INC $25.54万0.01%1,182 1,182— $25.54万 新建仓
— WESTWOOD HLDGS GROUP INC $25.64万0.01%13,380 -659-4.7% -$1.26万 减仓
MBB ISHARES TR $25.94万0.01%2,744 2369.4% $2.23万 加仓
INTU INTUIT $25.97万0.01%995 -31-3.0% -$8,091 减仓
AYI ACUITY INC $26.01万0.01%691 691— $26.01万 新建仓
ROST ROSS STORES INC $26.05万0.01%1,224 1,224— $26.05万 新建仓
TROW PRICE T ROWE GROUP INC $26.09万0.01%2,294 2,294— $26.09万 新建仓
STAG STAG INDUSTRIAL INC $26.16万0.01%6,874 6,874— $26.16万 新建仓
GAUG FIRST TR EXCHNG TRADED FD VI $26.32万0.01%6,354 -20-0.3% -$828 减仓
IAU ISHARES GOLD TR $26.37万0.01%3,492 -91-2.5% -$6,871 减仓
LNG CHENIERE ENERGY INC $26.39万0.01%1,104 141.3% $3,346 加仓
ORI OLD REP INTL CORP $26.52万0.01%6,481 -124-1.9% -$5,074 减仓
LIT GLOBAL X FDS $26.57万0.01%3,394 3,394— $26.57万 新建仓
MSI MOTOROLA SOLUTIONS INC $26.58万0.01%640 355.8% $1.45万 加仓
FSEP FIRST TR EXCHNG TRADED FD VI $26.66万0.01%4,840 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $26.66万0.01%1,947 1,027111.6% $14.06万 重新持有
PBW INVESCO EXCHANGE TRADED FD T $26.91万0.01%6,899 00.0% — 不变
SAN BANCO SANTANDER SA $27.00万0.01%19,568 19,568— $27.00万 新建仓
FNB F N B CORP $27.11万0.01%14,207 14,207— $27.11万 新建仓
VV VANGUARD INDEX FDS $27.19万0.01%791 -4,550-85.2% -$156.38万 减仓
MPWR MONOLITHIC PWR SYS INC $27.37万0.01%198 198— $27.37万 新建仓
PPG PPG INDS INC $27.38万0.01%2,257 2,257— $27.38万 新建仓
BBDC BARINGS BDC INC $27.55万0.01%32,331 40.0% $34 加仓
VICI VICI PPTYS INC $27.56万0.01%10,379 10,379— $27.56万 新建仓
URTH ISHARES INC $27.63万0.01%1,363 14511.9% $2.94万 加仓
— ESCALADE INC $27.73万0.01%14,767 -592-3.9% -$1.11万 减仓
LINC LINCOLN EDL SVCS CORP $27.79万0.01%5,570 5,570— $27.79万 新建仓
URI UNITED RENTALS INC $27.98万0.01%247 247— $27.98万 新建仓
ADBE ADOBE INC $28.13万0.01%1,372 382.8% $7,791 加仓
CCI CROWN CASTLE INC $28.16万0.01%3,718 3279.6% $2.48万 加仓
GEF GREIF INC $28.25万0.01%3,793 3,793— $28.25万 新建仓
QDEC FIRST TR EXCHNG TRADED FD VI $28.56万0.01%8,020 00.0% — 不变
STT STATE STR CORP $28.63万0.01%1,688 1,688— $28.63万 新建仓
GWW WW GRAINGER INC $29.11万0.01%214 214— $29.11万 新建仓
SPHQ INVESCO EXCHANGE TRADED FD T $29.13万0.01%3,233 00.0% — 不变
RELX RELX PLC $29.25万0.01%9,235 -53,606-85.3% -$169.77万 减仓
WTS WATTS WATER TECHNOLOGIES INC $29.28万0.01%748 748— $29.28万 新建仓
BALL BALL CORP $29.55万0.01%4,735 3738.6% $2.33万 加仓
— FIRST TR EXCHNG TRADED FD VI $29.76万0.01%11,104 00.0% — 不变
USHY ISHARES TR $29.78万0.01%8,045 2,68550.1% $9.94万 重新持有
GAPR FIRST TR EXCHNG TRADED FD VI $29.89万0.01%7,173 00.0% — 不变
BHP BHP BILLITON LIMITED $30.12万0.01%3,615 3,615— $30.12万 新建仓
TRGP TARGA RES CORP $30.27万0.01%1,129 1,129— $30.27万 新建仓
MTUM ISHARES TR $30.48万0.01%889 -158-15.1% -$5.42万 减仓
TD TORONTO DOMINION BK ONT $30.71万0.01%2,529 2,529— $30.71万 新建仓
FIX COMFORT SYS USA INC $30.72万0.01%155 155— $30.72万 新建仓
IHI ISHARES TR $30.76万0.01%6,226 -1,131-15.4% -$5.59万 减仓
KVUE KENVUE INC $30.83万0.01%16,135 16,135— $30.83万 新建仓
DOC HEALTHPEAK PROPERTIES INC $31.18万0.01%14,569 14,569— $31.18万 新建仓
NNN NNN REIT INC $31.33万0.01%6,733 6,733— $31.33万 新建仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $31.40万0.01%15,788 15,788— $31.40万 新建仓
IRM IRON MTN INC DEL $31.49万0.01%2,493 1335.6% $1.68万 加仓
— INVESCO EXCHANGE TRADED FD T $31.60万0.01%5,287 -360-6.4% -$2.15万 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $31.95万0.01%5,240 00.0% — 不变
TDIV FIRST TR EXCHANGE TRADED FD $32.05万0.01%2,790 -150-5.1% -$1.72万 减仓
IBIT ISHARES BITCOIN TRUST ETF $32.17万0.01%9,665 -671-6.5% -$2.23万 减仓
MNST MONSTER BEVERAGE CORP NEW $32.21万0.01%3,351 3,351— $32.21万 新建仓
CTVA CORTEVA INC $32.32万0.01%3,816 81527.2% $6.90万 加仓
EPR EPR PPTYS $32.41万0.01%5,587 97921.2% $5.68万 重新持有
SCHW SCHWAB CHARLES CORP $32.51万0.01%3,524 320.9% $2,952 加仓
ARCC ARES CAPITAL CORP $32.54万0.01%17,559 -382-2.1% -$7,079 减仓
MSM MSC INDL DIRECT INC $32.57万0.01%2,738 2,738— $32.57万 新建仓
IWX ISHARES TR $32.65万0.01%3,105 00.0% — 不变
TTE TOTALENERGIES SE $32.89万0.01%4,230 1,06533.6% $8.28万 加仓
SNPS SYNOPSYS INC $33.14万0.01%743 22142.3% $9.86万 加仓
AMT AMERICAN TOWER CORP $33.45万0.01%2,045 64546.1% $10.55万 加仓
FANG DIAMONDBACK ENERGY INC $33.57万0.01%1,910 31319.6% $5.50万 加仓
VTR VENTAS INC $33.65万0.01%3,789 782.1% $6,926 加仓
SBUX STARBUCKS CORP $33.85万0.01%3,312 1,03645.5% $10.59万 加仓
ALNY ALNYLAM PHARMACEUTICALS INC $34.68万0.01%1,152 11110.7% $3.34万 加仓
DJAN FIRST TR EXCHNG TRADED FD VI $34.93万0.01%7,673 00.0% — 不变
KIM KIMCO REALTY CORP $34.99万0.01%13,803 13,803— $34.99万 新建仓
ENB ENBRIDGE INC $35.16万0.01%6,486 1,21423.0% $6.58万 加仓
HOOD ROBINHOOD MKTS INC $35.17万0.01%3,507 58219.9% $5.84万 加仓
JCI JOHNSON CONTROLS INTERNATION $35.24万0.01%2,412 43121.8% $6.30万 加仓
— 1 800 FLOWERS COM INC $35.50万0.01%102,005 00.0% — 不变
PSX PHILLIPS 66 $35.89万0.01%2,123 21211.1% $3.58万 加仓