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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $101.56万 | 0.05% | 6,171 | 1,643 | 36.3% | $27.04万 | 加仓 |
| WFC | WELLS FARGO & CO | $104.07万 | 0.05% | 13,073 | 570 | 4.6% | $4.54万 | 加仓 |
| MGK | VANGUARD WORLD FD | $104.24万 | 0.05% | 2,837 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $104.34万 | 0.05% | 70,026 | 70,026 | — | $104.34万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $104.56万 | 0.05% | 7,985 | -7,012 | -46.8% | -$91.82万 | 减仓 |
| DE | DEERE & CO | $104.80万 | 0.05% | 1,860 | -32 | -1.7% | -$1.80万 | 减仓 |
| AMAT | APPLIED MATLS INC | $105.24万 | 0.05% | 3,079 | 236 | 8.3% | $8.07万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $105.30万 | 0.05% | 36,212 | -1,575 | -4.2% | -$4.58万 | 减仓 |
| PWR | QUANTA SVCS INC | $105.41万 | 0.05% | 1,920 | -413 | -17.7% | -$22.67万 | 减仓 |
| EEM | ISHARES TR | $105.60万 | 0.05% | 18,594 | 3,396 | 22.3% | $19.29万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $105.69万 | 0.05% | 3,785 | 83 | 2.2% | $2.32万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $105.74万 | 0.05% | 12,899 | -25,781 | -66.7% | -$211.35万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $106.43万 | 0.05% | 11,459 | -2,457 | -17.7% | -$22.82万 | 减仓 |
| IUSG | ISHARES TR | $106.99万 | 0.05% | 6,897 | -1,210 | -14.9% | -$18.77万 | 减仓 |
| GE | GE AEROSPACE | $107.11万 | 0.05% | 3,774 | 192 | 5.4% | $5.45万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $107.31万 | 0.05% | 2,739 | -552 | -16.8% | -$21.63万 | 减仓 |
| COP | CONOCOPHILLIPS | $110.35万 | 0.05% | 8,360 | 401 | 5.0% | $5.29万 | 加仓 |
| BLK | BLACKROCK INC | $110.79万 | 0.05% | 1,152 | 113 | 10.9% | $10.87万 | 加仓 |
| FE | FIRSTENERGY CORP | $110.94万 | 0.05% | 21,899 | 64 | 0.3% | $3,242 | 加仓 |
| GDX | VANECK ETF TRUST | $113.23万 | 0.05% | 12,339 | 1,420 | 13.0% | $13.03万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $113.27万 | 0.05% | 3,748 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $115.66万 | 0.05% | 6,722 | 35 | 0.5% | $6,022 | 加仓 |
| MO | ALTRIA GROUP INC | $115.72万 | 0.05% | 17,536 | -6,125 | -25.9% | -$40.42万 | 减仓 |
| SLV | ISHARES SILVER TR | $116.17万 | 0.05% | 17,049 | -4,095 | -19.4% | -$27.90万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $116.40万 | 0.05% | 20,601 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $116.79万 | 0.05% | 6,402 | -475 | -6.9% | -$8.67万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $117.98万 | 0.05% | 23,687 | -991 | -4.0% | -$4.94万 | 减仓 |
| SONY | SONY GROUP CORP | $118.66万 | 0.05% | 57,324 | -5,454 | -8.7% | -$11.29万 | 减仓 |
| CCJ | CAMECO CORP | $119.58万 | 0.05% | 11,010 | 168 | 1.5% | $1.82万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $124.07万 | 0.06% | 2,053 | 118 | 6.1% | $7.13万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $124.19万 | 0.06% | 5,422 | -219 | -3.9% | -$5.02万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $124.48万 | 0.06% | 10,210 | -294 | -2.8% | -$3.58万 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $124.97万 | 0.06% | 15,309 | -179 | -1.2% | -$1.46万 | 减仓 |
| ETN | EATON CORP PLC | $125.15万 | 0.06% | 3,499 | 133 | 4.0% | $4.76万 | 加仓 |
| GSK | GSK PLC | $125.47万 | 0.06% | 22,735 | 241 | 1.1% | $1.33万 | 加仓 |
| LIN | LINDE PLC | $128.32万 | 0.06% | 2,588 | -1,774 | -40.7% | -$87.96万 | 减仓 |
| SO | SOUTHERN CO | $128.62万 | 0.06% | 13,326 | 28 | 0.2% | $2,703 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $129.46万 | 0.06% | 18,959 | 454 | 2.5% | $3.10万 | 加仓 |
| MKC | MCCORMICK & CO INC | $129.51万 | 0.06% | 25,677 | -4,829 | -15.8% | -$24.36万 | 减仓 |
| BX | BLACKSTONE INC | $130.60万 | 0.06% | 11,358 | 599 | 5.6% | $6.89万 | 加仓 |
| ORCL | ORACLE CORP | $130.62万 | 0.06% | 8,879 | -1,256 | -12.4% | -$18.48万 | 减仓 |
| HDV | ISHARES TR | $130.78万 | 0.06% | 9,636 | 1 | 0.0% | $136 | 加仓 |
| EXC | EXELON CORP | $134.72万 | 0.06% | 27,482 | 1,032 | 3.9% | $5.06万 | 加仓 |
| AOM | ISHARES TR | $137.51万 | 0.06% | 29,028 | 1,042 | 3.7% | $4.94万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $138.65万 | 0.06% | 13,504 | -238 | -1.7% | -$2.44万 | 减仓 |
| F | FORD MTR CO | $139.63万 | 0.06% | 120,992 | 5,526 | 4.8% | $6.38万 | 加仓 |
| DVY | ISHARES TR | $139.83万 | 0.06% | 9,235 | -25 | -0.3% | -$3,785 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $139.93万 | 0.06% | 30,937 | -2,580 | -7.7% | -$11.67万 | 减仓 |
| PFE | PFIZER INC | $141.02万 | 0.06% | 50,219 | -11,754 | -19.0% | -$33.01万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $141.77万 | 0.06% | 22,618 | 192 | 0.9% | $1.20万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $142.80万 | 0.06% | 9,075 | 15 | 0.2% | $2,360 | 加仓 |
| ASML | ASML HLDG NV | $143.05万 | 0.06% | 1,083 | 450 | 71.1% | $59.44万 | 加仓 |
| KLAC | KLA CORP | $143.71万 | 0.06% | 976 | 22 | 2.3% | $3.24万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $144.10万 | 0.06% | 10,589 | -2,570 | -19.5% | -$34.97万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $147.23万 | 0.07% | 33,249 | -331 | -1.0% | -$1.47万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $150.24万 | 0.07% | 49,965 | 3,589 | 7.7% | $10.79万 | 加仓 |
| EMB | ISHARES TR | $150.83万 | 0.07% | 16,058 | -162 | -1.0% | -$1.52万 | 减仓 |
| — | OHIO VY BANC CORP | $152.41万 | 0.07% | 34,749 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $154.05万 | 0.07% | 10,531 | 2,656 | 33.7% | $38.85万 | 加仓 |
| CSX | CSX CORP | $154.83万 | 0.07% | 37,717 | -3,551 | -8.6% | -$14.58万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $156.01万 | 0.07% | 4,618 | 737 | 19.0% | $24.90万 | 加仓 |
| TMUS | T-MOBILE US INC | $156.05万 | 0.07% | 7,430 | -1,242 | -14.3% | -$26.09万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $157.02万 | 0.07% | 14,305 | -112 | -0.8% | -$1.23万 | 减仓 |
| VV | VANGUARD INDEX FDS | $159.60万 | 0.07% | 5,341 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $160.55万 | 0.07% | 7,892 | 730 | 10.2% | $14.85万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $161.43万 | 0.07% | 36,033 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $163.36万 | 0.07% | 1,931 | -384 | -16.6% | -$32.49万 | 减仓 |
| ILCG | ISHARES TR | $164.54万 | 0.07% | 17,233 | -76 | -0.4% | -$7,256 | 减仓 |
| CB | CHUBB LTD SWITZ | $165.84万 | 0.07% | 5,088 | 378 | 8.0% | $12.32万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $166.27万 | 0.07% | 13,542 | 1,319 | 10.8% | $16.19万 | 加仓 |
| SPGI | S&P GLOBAL INC | $168.24万 | 0.07% | 3,955 | -494 | -11.1% | -$21.01万 | 减仓 |
| USB | US BANCORP | $170.96万 | 0.08% | 32,871 | 1,193 | 3.8% | $6.20万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $172.50万 | 0.08% | 28,764 | 1,411 | 5.2% | $8.46万 | 加仓 |
| GEV | GE VERNOVA INC | $172.58万 | 0.08% | 1,977 | 146 | 8.0% | $12.74万 | 加仓 |
| MDT | MEDTRONIC PLC | $173.14万 | 0.08% | 19,981 | -2,050 | -9.3% | -$17.76万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $173.44万 | 0.08% | 18,698 | -911 | -4.6% | -$8.45万 | 减仓 |
| O | REALTY INCOME CORP | $173.78万 | 0.08% | 28,404 | -2,400 | -7.8% | -$14.68万 | 减仓 |
| BP | BP PLC | $174.52万 | 0.08% | 37,132 | -1,133 | -3.0% | -$5.33万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $174.97万 | 0.08% | 6,466 | -528 | -7.5% | -$14.29万 | 减仓 |
| EPP | ISHARES INC | $177.99万 | 0.08% | 33,494 | 18,230 | 119.4% | $96.87万 | 加仓 |
| SMB | VANECK ETF TRUST | $178.47万 | 0.08% | 103,159 | -13,442 | -11.5% | -$23.25万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $184.72万 | 0.08% | 26,498 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $185.06万 | 0.08% | 9,593 | -173 | -1.8% | -$3.34万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $188.95万 | 0.08% | 9,529 | -1,239 | -11.5% | -$24.57万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $189.05万 | 0.08% | 4,101 | -293 | -6.7% | -$13.51万 | 减仓 |
| EIX | EDISON INTL | $193.09万 | 0.09% | 26,386 | 1,150 | 4.6% | $8.42万 | 加仓 |
| DON | WISDOMTREE TR | $199.97万 | 0.09% | 38,061 | -595 | -1.5% | -$3.13万 | 减仓 |
| C | CITIGROUP INC | $200.97万 | 0.09% | 17,721 | -162 | -0.9% | -$1.84万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $202.09万 | 0.09% | 4,627 | 80 | 1.8% | $3.49万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $202.13万 | 0.09% | 26,408 | 57 | 0.2% | $4,363 | 加仓 |
| WMB | WILLIAMS COS INC | $204.11万 | 0.09% | 28,044 | -616 | -2.1% | -$4.48万 | 减仓 |
| CTAS | CINTAS CORP | $207.69万 | 0.09% | 12,279 | -353 | -2.8% | -$5.97万 | 减仓 |
| PEP | PEPSICO INC | $208.31万 | 0.09% | 13,414 | -904 | -6.3% | -$14.04万 | 减仓 |
| RELX | RELX PLC | $208.32万 | 0.09% | 62,841 | -2,030 | -3.1% | -$6.73万 | 减仓 |
| HYG | ISHARES TR | $212.35万 | 0.09% | 26,691 | 61 | 0.2% | $4,853 | 加仓 |
| NFLX | NETFLIX INC. | $213.40万 | 0.09% | 22,194 | -2,164 | -8.9% | -$20.81万 | 减仓 |
| EWU | ISHARES TR | $213.95万 | 0.10% | 46,959 | 29,444 | 168.1% | $134.15万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $220.11万 | 0.10% | 40,157 | -223 | -0.6% | -$1.22万 | 减仓 |
| SHEL | SHELL PLC | $222.00万 | 0.10% | 23,870 | -1,270 | -5.1% | -$11.81万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $222.04万 | 0.10% | 16,939 | 483 | 2.9% | $6.33万 | 加仓 |