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
DLR DIGITAL RLTY TR INC $35.92万0.01%2,000 52535.6% $9.43万 加仓
CAG CONAGRA BRANDS INC $36.36万0.01%27,016 7,64739.5% $10.29万 加仓
PBA PEMBINA PIPELINE CORP $36.61万0.01%7,916 3204.2% $1.48万 加仓
DDOG DATADOG INC $36.97万0.01%1,420 1,420— $36.97万 新建仓
NXPI NXP SEMICONDUCTORS N V $36.98万0.01%1,316 35837.4% $10.06万 重新持有
BBY BEST BUY INC $37.25万0.01%4,909 1,18631.9% $9.00万 加仓
LEN LENNAR CORP $37.64万0.01%4,160 4,160— $37.64万 新建仓
VXUS VANGUARD STAR FDS $37.65万0.01%4,404 -519-10.5% -$4.44万 减仓
CMCSA COMCAST CORP NEW $37.72万0.01%15,364 -683-4.3% -$1.68万 减仓
UFPT UFP TECHNOLOGIES INC $37.78万0.01%1,425 -306-17.7% -$8.11万 减仓
NYF ISHARES TR $37.79万0.01%7,011 71111.3% $3.83万 加仓
AFL AFLAC INC $37.90万0.01%3,232 3,232— $37.90万 新建仓
DJUL FIRST TR EXCHNG TRADED FD VI $38.09万0.01%7,595 00.0% — 不变
BCAT BLACKROCK CAP ALLOCATION TER $38.46万0.01%24,141 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $38.96万0.01%1,038 1,038— $38.96万 新建仓
FOCT FIRST TR EXCHNG TRADED FD VI $39.01万0.01%7,461 00.0% — 不变
MTB M & T BK CORP $39.10万0.01%1,643 54249.2% $12.90万 加仓
VRT VERTIV HOLDINGS CO $39.14万0.01%1,169 1,169— $39.14万 新建仓
SGOV ISHARES TR $39.18万0.01%3,892 10.0% $101 加仓
PCY INVESCO EXCH TRADED FD TR II $39.57万0.01%18,276 -3,941-17.7% -$8.53万 减仓
MRVL MARVELL TECHNOLOGY INC $40.51万0.02%1,360 1,360— $40.51万 新建仓
JBL JABIL INC $40.59万0.02%1,053 29338.6% $11.29万 加仓
CAVA CAVA GROUP INC $40.80万0.02%5,199 611.2% $4,787 加仓
FERG FERGUSON ENTERPRISES INC $41.08万0.02%1,731 16410.5% $3.89万 加仓
XYZ BLOCK INC $41.21万0.02%5,422 1,20328.5% $9.14万 加仓
PNW PINNACLE WEST CAP CORP $41.30万0.02%3,860 3,860— $41.30万 新建仓
LNT ALLIANT ENERGY CORP $41.63万0.02%5,457 5,457— $41.63万 新建仓
LAMR LAMAR ADVERTISING CO $41.66万0.02%2,671 1857.4% $2.89万 加仓
GIS GENERAL MILLS INC $42.29万0.02%12,152 8687.7% $3.02万 加仓
SPG SIMON PPTY GROUP INC NEW $42.40万0.02%1,896 28317.5% $6.33万 加仓
COHR COHERENT CORP $42.60万0.02%1,080 1,080— $42.60万 新建仓
MDY STATE STR SPDR S&P MIDCAP 40 $42.62万0.02%606 -102-14.4% -$7.17万 减仓
CRM SALESFORCE INC $43.20万0.02%2,757 -543-16.5% -$8.51万 减仓
TER TERADYNE INC $43.69万0.02%903 -15-1.6% -$7,258 减仓
FAPR FIRST TR EXCHNG TRADED FD VI $43.85万0.02%9,381 00.0% — 不变
AKRE PROFESIONALLY MANAGED PORTFO $43.90万0.02%8,253 -2,123-20.5% -$11.29万 减仓
QUS SPDR SERIES TRUST $43.90万0.02%2,350 20.1% $374 加仓
IDXX IDEXX LABS INC $43.96万0.02%835 17726.9% $9.32万 加仓
MRSH MARSH & MCLENNAN COS INC $43.97万0.02%2,638 -3,193-54.8% -$53.22万 减仓
APP APPLOVIN CORP $44.57万0.02%865 36071.3% $18.55万 加仓
CVS CVS HEALTH CORP $45.33万0.02%4,382 4,382— $45.33万 新建仓
DSEP FIRST TR EXCHNG TRADED FD VI $45.55万0.02%9,602 -474-4.7% -$2.25万 减仓
VT VANGUARD INTL EQUITY INDEX F $45.56万0.02%2,903 120.4% $1,883 加仓
URA GLOBAL X FDS $45.82万0.02%10,485 2252.2% $9,832 加仓
DOV DOVER CORP $46.00万0.02%2,051 92381.8% $20.70万 加仓
SUB ISHARES TR $46.36万0.02%4,354 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $46.41万0.02%1,200 50472.4% $19.49万 重新持有
GOVT ISHARES TR $46.62万0.02%20,465 -1,674-7.6% -$3.81万 减仓
EVRG EVERGY INC $46.65万0.02%5,398 5,398— $46.65万 新建仓
BWB BRIDGEWATER BANCSHARES INC $46.87万0.02%22,278 00.0% — 不变
OGE OGE ENERGY CORP $47.21万0.02%9,701 5,214116.2% $25.37万 加仓
FCX FREEPORT MCMORAN INC $47.64万0.02%7,575 1,90533.6% $11.98万 加仓
BKNG BOOKING HOLDINGS INC $47.82万0.02%2,683 1,408110.4% $25.10万 加仓
DIA STATE STR SPDR DOW JONES IND $48.01万0.02%919 00.0% — 不变
BDX BECTON DICKINSON & CO $48.35万0.02%3,195 99645.3% $15.07万 加仓
VRTX VERTEX PHARMACEUTICALS INC $48.58万0.02%978 42075.3% $20.86万 加仓
NSC NORFOLK SOUTHN CORP $48.93万0.02%1,555 211.4% $6,607 加仓
NOC NORTHROP GRUMMAN CORP $49.04万0.02%963 11914.1% $6.06万 加仓
UL UNILEVER PLC $49.08万0.02%8,163 -238-2.8% -$1.43万 减仓
— SEI EXCHANGE TRADED FUNDS $49.14万0.02%19,524 19,524— $49.14万 新建仓
EW EDWARDS LIFESCIENCES CORP $49.48万0.02%5,470 1,64643.0% $14.89万 加仓
HONA HONEYWELL AEROSPACE INC $49.63万0.02%2,245 2,245— $49.63万 新建仓
ALL ALLSTATE CORP $49.71万0.02%2,089 32618.5% $7.76万 加仓
VMC VULCAN MATLS CO $49.93万0.02%1,692 301.8% $8,852 加仓
HON HONEYWELL INTL INC $50.27万0.02%2,245 -1,892-45.7% -$42.36万 减仓
UNP UNION PAC CORP $50.30万0.02%1,849 653.6% $1.77万 加仓
HGER HARBOR ETF TRUST $50.44万0.02%17,191 1,99713.1% $5.86万 加仓
PHM PULTE GROUP INC $50.49万0.02%3,680 3,680— $50.49万 新建仓
IEF ISHARES TR $51.06万0.02%5,399 -870-13.9% -$8.23万 减仓
TRV TRAVELERS COMPANIES INC $51.10万0.02%1,548 51349.6% $16.94万 加仓
PGX INVESCO EXCH TRADED FD TR II $51.15万0.02%47,182 -1,537-3.2% -$1.67万 减仓
SPCX SPACE EXPLORATION TECHN CORP $51.77万0.02%3,030 3,030— $51.77万 新建仓
NOW SERVICENOW INC $51.82万0.02%5,220 -2,959-36.2% -$29.38万 减仓
TKO TKO GROUP HOLDINGS INC $51.92万0.02%2,579 2309.8% $4.63万 加仓
QCLN FIRST TR EXCHANGE-TRADED FD $51.94万0.02%8,470 00.0% — 不变
AAPL APPLE INC 看跌期权 $52.08万0.02%1,800 00.0% — 不变
TOWN TOWNEBANK PORTSMOUTH VA $52.55万0.02%14,500 -2,000-12.1% -$7.25万 减仓
TGT TARGET CORP $53.37万0.02%4,086 1,61265.2% $21.06万 加仓
OMF ONEMAIN HLDGS INC $53.95万0.02%8,849 2092.4% $1.27万 加仓
DHR DANAHER CORP DEL $54.14万0.02%2,842 -129-4.3% -$2.46万 减仓
VYM VANGUARD WHITEHALL FDS $54.39万0.02%3,442 -16-0.5% -$2,528 减仓
BMY BRISTOL-MYERS SQUIBB CO $54.60万0.02%9,475 1,71822.1% $9.90万 加仓
EMR EMERSON ELEC CO $55.15万0.02%3,853 88529.8% $12.67万 加仓
CLS CELESTICA INC $55.85万0.02%1,531 815.6% $2.95万 加仓
FLJP FRANKLIN TEMPLETON ETF TR $56.21万0.02%14,140 14,140— $56.21万 新建仓
NUE NUCOR CORP $57.66万0.02%2,588 150.6% $3,342 加仓
NVS NOVARTIS AG $57.74万0.02%3,684 85130.0% $13.34万 加仓
VWO VANGUARD INTL EQUITY INDEX F $57.93万0.02%9,706 -1,042-9.7% -$6.22万 减仓
AXON AXON ENTERPRISE INC $58.36万0.02%1,041 1,041— $58.36万 新建仓
RL RALPH LAUREN CORP $59.01万0.02%1,470 614.3% $2.45万 加仓
LHX L3HARRIS TECHNOLOGIES INC $59.28万0.02%2,040 23312.9% $6.77万 加仓
GLDM WORLD GOLD TR $59.30万0.02%7,467 4095.8% $3.25万 加仓
OMC OMNICOM GROUP INC $59.37万0.02%8,152 6979.3% $5.08万 加仓
HSBC HSBC HLDGS PLC $59.57万0.02%6,265 3,204104.7% $30.47万 加仓
FTNT FORTINET INC $60.02万0.02%3,907 1,21845.3% $18.71万 加仓
VBR VANGUARD INDEX FDS $60.07万0.02%2,472 170.7% $4,131 加仓
MCK MCKESSON CORP $60.15万0.02%796 10.1% $756 加仓
AOK ISHARES TR $60.93万0.02%14,688 1521.0% $6,305 加仓
AEE AMEREN CORP $61.34万0.02%5,426 5,426— $61.34万 新建仓
RY ROYAL BK CDA $62.13万0.02%3,002 1,10958.6% $22.95万 加仓