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 |
|---|---|---|---|---|---|---|---|---|
| DAL | DELTA AIR LINES INC | $55.12万 | 0.02% | 8,291 | 4,975 | 150.0% | $33.07万 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $55.56万 | 0.02% | 16,500 | 4,925 | 42.5% | $16.58万 | 加仓 |
| ESGD | ISHARES TR | $55.77万 | 0.02% | 5,832 | 5,832 | — | $55.77万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $56.14万 | 0.02% | 7,455 | 1,810 | 32.1% | $13.63万 | 加仓 |
| BA | BOEING CO | $56.21万 | 0.03% | 2,824 | 697 | 32.8% | $13.87万 | 加仓 |
| DHR | DANAHER CORP DEL | $56.33万 | 0.03% | 2,971 | -1 | -0.0% | -$190 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $57.19万 | 0.03% | 9,830 | 985 | 11.1% | $5.73万 | 加仓 |
| CMI | CUMMINS INC | $57.51万 | 0.03% | 1,069 | 115 | 12.1% | $6.19万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $57.59万 | 0.03% | 844 | -162 | -16.1% | -$11.05万 | 减仓 |
| AOK | ISHARES TR | $57.98万 | 0.03% | 14,536 | 43 | 0.3% | $1,715 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $58.09万 | 0.03% | 10,748 | -614 | -5.4% | -$3.32万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $58.77万 | 0.03% | 5,974 | -812 | -12.0% | -$7.99万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $58.89万 | 0.03% | 11,372 | 105 | 0.9% | $5,437 | 加仓 |
| UNM | UNUM GROUP | $59.57万 | 0.03% | 8,157 | 128 | 1.6% | $9,348 | 加仓 |
| MCO | MOODYS CORP | $59.59万 | 0.03% | 1,366 | -9 | -0.7% | -$3,926 | 减仓 |
| IEF | ISHARES TR | $59.83万 | 0.03% | 6,269 | -157 | -2.4% | -$1.50万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $60.03万 | 0.03% | 8,345 | -656 | -7.3% | -$4.72万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $60.26万 | 0.03% | 8,806 | 250 | 2.9% | $1.71万 | 加仓 |
| ADI | ANALOG DEVICES INC | $60.67万 | 0.03% | 1,907 | 368 | 23.9% | $11.71万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $60.79万 | 0.03% | 3,167 | 318 | 11.2% | $6.10万 | 加仓 |
| EOG | EOG RES INC | $60.87万 | 0.03% | 4,211 | 236 | 5.9% | $3.41万 | 加仓 |
| CRM | SALESFORCE INC | $61.59万 | 0.03% | 3,300 | -2,020 | -38.0% | -$37.70万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $61.87万 | 0.03% | 3,081 | 227 | 8.0% | $4.56万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $62.37万 | 0.03% | 6,921 | 111 | 1.6% | $1.00万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $62.37万 | 0.03% | 1,807 | 106 | 6.2% | $3.66万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $63.07万 | 0.03% | 3,065 | -69 | -2.2% | -$1.42万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $63.25万 | 0.03% | 3,945 | -1,865 | -32.1% | -$29.90万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $63.91万 | 0.03% | 13,755 | 2,301 | 20.1% | $10.69万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $64.41万 | 0.03% | 10,228 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $64.51万 | 0.03% | 9,492 | 308 | 3.4% | $2.09万 | 加仓 |
| AMGN | AMGEN INC | $64.71万 | 0.03% | 1,839 | 56 | 3.1% | $1.97万 | 加仓 |
| GLDM | WORLD GOLD TR | $65.42万 | 0.03% | 7,058 | -3,215 | -31.3% | -$29.80万 | 减仓 |
| PAYX | PAYCHEX INC | $65.79万 | 0.03% | 7,141 | 2 | 0.0% | $184 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $67.47万 | 0.03% | 14,548 | -73 | -0.5% | -$3,386 | 减仓 |
| DIS | DISNEY WALT CO | $67.79万 | 0.03% | 7,034 | -1,953 | -21.7% | -$18.82万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $67.85万 | 0.03% | 23,291 | 20 | 0.1% | $583 | 加仓 |
| LRCX | LAM RESEARCH CORP | $68.29万 | 0.03% | 3,196 | 678 | 26.9% | $14.49万 | 加仓 |
| MCK | MCKESSON CORP | $68.80万 | 0.03% | 795 | 7 | 0.9% | $6,058 | 加仓 |
| VGT | VANGUARD WORLD FD | $68.93万 | 0.03% | 988 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $69.01万 | 0.03% | 704 | 88 | 14.3% | $8.63万 | 加仓 |
| XVV | ISHARES TR | $69.25万 | 0.03% | 14,069 | 14,069 | — | $69.25万 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $69.45万 | 0.03% | 19,227 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $69.99万 | 0.03% | 20,874 | 1,558 | 8.1% | $5.22万 | 加仓 |
| ETR | ENTERGY CORP NEW | $70.57万 | 0.03% | 6,281 | 60 | 1.0% | $6,742 | 加仓 |
| NI | NISOURCE INC | $70.59万 | 0.03% | 15,128 | -7,137 | -32.1% | -$33.30万 | 减仓 |
| AME | AMETEK INC | $71.03万 | 0.03% | 3,314 | 10 | 0.3% | $2,143 | 加仓 |
| ET | ENERGY TRANSFER L P | $71.19万 | 0.03% | 36,888 | 2,939 | 8.7% | $5.67万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $71.21万 | 0.03% | 3,422 | 314 | 10.1% | $6.53万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $71.54万 | 0.03% | 1,100 | 1,100 | — | $71.54万 | 新建仓 |
| SYK | STRYKER CORPORATION | $71.90万 | 0.03% | 2,188 | 96 | 4.6% | $3.15万 | 加仓 |
| PGR | PROGRESSIVE CORP | $71.97万 | 0.03% | 3,631 | 74 | 2.1% | $1.47万 | 加仓 |
| CI | THE CIGNA GROUP | $72.14万 | 0.03% | 2,705 | 151 | 5.9% | $4.03万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $72.29万 | 0.03% | 11,520 | -424 | -3.5% | -$2.66万 | 减仓 |
| ECL | ECOLAB INC | $72.36万 | 0.03% | 2,720 | 147 | 5.7% | $3.91万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $72.66万 | 0.03% | 14,517 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $72.83万 | 0.03% | 16,503 | -1,425 | -7.9% | -$6.29万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $72.89万 | 0.03% | 14,580 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $74.61万 | 0.03% | 30,855 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $74.78万 | 0.03% | 12,509 | -3,313 | -20.9% | -$19.81万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $74.95万 | 0.03% | 2,292 | 777 | 51.3% | $25.41万 | 加仓 |
| IUSB | ISHARES TR | $75.27万 | 0.03% | 16,296 | 800 | 5.2% | $3.70万 | 加仓 |
| COPX | GLOBAL X FDS | $75.55万 | 0.03% | 9,895 | 2,890 | 41.3% | $22.07万 | 加仓 |
| BG | BUNGE GLOBAL SA | $76.04万 | 0.03% | 5,978 | 2,321 | 63.5% | $29.52万 | 加仓 |
| SHY | ISHARES TR | $77.97万 | 0.03% | 9,443 | 1,250 | 15.3% | $10.32万 | 加仓 |
| TFC | TRUIST FINL CORP | $78.52万 | 0.03% | 17,080 | 584 | 3.5% | $2.68万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $78.92万 | 0.04% | 19,661 | 1,716 | 9.6% | $6.89万 | 加仓 |
| WELL | WELLTOWER INC | $80.07万 | 0.04% | 4,050 | 338 | 9.1% | $6.68万 | 加仓 |
| PLD | PROLOGIS INC. | $80.31万 | 0.04% | 6,076 | 814 | 15.5% | $10.76万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $81.28万 | 0.04% | 7,181 | 1,072 | 17.5% | $12.13万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $81.39万 | 0.04% | 10,838 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $82.73万 | 0.04% | 6,974 | 171 | 2.5% | $2.03万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $85.26万 | 0.04% | 16,914 | -2,741 | -13.9% | -$13.82万 | 减仓 |
| APH | AMPHENOL CORP | $85.50万 | 0.04% | 6,767 | 603 | 9.8% | $7.62万 | 加仓 |
| USMV | ISHARES TR | $85.51万 | 0.04% | 9,220 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $85.51万 | 0.04% | 8,179 | 2,439 | 42.5% | $25.50万 | 加仓 |
| VB | VANGUARD INDEX FDS | $85.99万 | 0.04% | 3,283 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $86.45万 | 0.04% | 3,751 | 119 | 3.3% | $2.74万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $86.89万 | 0.04% | 2,085 | -112 | -5.1% | -$4.67万 | 减仓 |
| XEL | XCEL ENERGY INC | $86.93万 | 0.04% | 10,943 | 436 | 4.1% | $3.46万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $87.27万 | 0.04% | 9,046 | -11,360 | -55.7% | -$109.59万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $88.58万 | 0.04% | 10,943 | -3,943 | -26.5% | -$31.92万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $89.51万 | 0.04% | 14,612 | -157 | -1.1% | -$9,618 | 减仓 |
| LOW | LOWES COS INC | $89.98万 | 0.04% | 3,808 | -67 | -1.7% | -$1.58万 | 减仓 |
| KR | KROGER CO | $90.17万 | 0.04% | 12,461 | -15,059 | -54.7% | -$108.97万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $90.76万 | 0.04% | 2,644 | 107 | 4.2% | $3.67万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $91.71万 | 0.04% | 16,760 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $92.73万 | 0.04% | 6,342 | 76 | 1.2% | $1.11万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $92.78万 | 0.04% | 16,711 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $92.93万 | 0.04% | 15,033 | 1,218 | 8.8% | $7.53万 | 加仓 |
| — | HONEYWELL INTL INC | $93.50万 | 0.04% | 4,137 | 562 | 15.7% | $12.70万 | 加仓 |
| BOND | PIMCO ETF TR | $94.55万 | 0.04% | 10,246 | 468 | 4.8% | $4.32万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $94.72万 | 0.04% | 7,756 | -2,877 | -27.1% | -$35.13万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $95.14万 | 0.04% | 36,426 | 727 | 2.0% | $1.90万 | 加仓 |
| ES | EVERSOURCE ENERGY | $95.68万 | 0.04% | 13,810 | 2,340 | 20.4% | $16.21万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $97.14万 | 0.04% | 9,727 | -163 | -1.6% | -$1.63万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $98.57万 | 0.04% | 10,678 | -346 | -3.1% | -$3.19万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $98.99万 | 0.04% | 4,570 | -4,957 | -52.0% | -$107.37万 | 减仓 |
| — | ISHARES TR | $100.46万 | 0.04% | 34,059 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $100.99万 | 0.04% | 10,338 | 66 | 0.6% | $6,448 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $101.14万 | 0.04% | 5,831 | -6,883 | -54.1% | -$119.39万 | 减仓 |