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
SCHX SCHWAB STRATEGIC TR $62.67万0.02%21,293 00.0% — 不变
BG BUNGE GLOBAL SA $63.80万0.02%5,978 00.0% — 不变
ET ENERGY TRANSFER L P $64.09万0.02%33,518 -3,370-9.1% -$6.44万 减仓
FAUG FIRST TR EXCHNG TRADED FD VI $64.26万0.02%11,372 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $65.11万0.02%7,774 -3,064-28.3% -$25.66万 减仓
KR KROGER CO $65.44万0.02%11,784 -677-5.4% -$3.76万 减仓
HLT HILTON WORLDWIDE HLDGS INC $66.55万0.03%2,014 25614.6% $8.46万 加仓
CL COLGATE PALMOLIVE CO $66.82万0.03%7,288 4,053125.3% $37.16万 加仓
KEY KEYCORP $67.21万0.03%29,158 6,59229.2% $15.19万 加仓
COF CAPITAL ONE FINL CORP $67.43万0.03%3,361 -3,041-47.5% -$61.01万 减仓
XMLV INVESCO EXCH TRADED FD TR II $67.84万0.03%10,228 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $67.86万0.03%7,796 3,24771.4% $28.26万 加仓
FNF FIDELITY NATL FINL INC $69.64万0.03%14,767 2191.5% $1.03万 加仓
BIP BROOKFIELD INFRASTRUCTURE PA $70.16万0.03%19,227 00.0% — 不变
PRU PRUDENTIAL FINL INC $70.23万0.03%6,507 -3,831-37.1% -$41.35万 减仓
SW SMURFIT WESTROCK PLC $70.47万0.03%15,234 2,15116.4% $9.95万 加仓
— ISHARES TR $70.54万0.03%29,361 -1,494-4.8% -$3.59万 减仓
WPC WP CAREY INC $70.68万0.03%9,886 3944.2% $2.82万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $71.53万0.03%11,090 00.0% — 不变
ARM ARM HOLDINGS PLC $71.66万0.03%2,021 2,021— $71.66万 新建仓
FTSM FIRST TR EXCHANGE-TRADED FD $72.21万0.03%12,089 -420-3.4% -$2.51万 减仓
MDB MONGODB INC $72.35万0.03%2,154 91974.4% $30.87万 加仓
ESGD ISHARES TR $72.51万0.03%7,053 1,22120.9% $12.55万 加仓
BA BOEING CO $72.58万0.03%3,353 52918.7% $11.45万 加仓
FBT FIRST TR EXCHANGE-TRADED FD $72.66万0.03%2,931 -150-4.9% -$3.72万 减仓
GLW CORNING INC $73.04万0.03%2,859 98452.5% $25.14万 加仓
BSX BOSTON SCIENTIFIC CORP $73.36万0.03%17,188 5,66849.2% $24.19万 加仓
SYY SYSCO CORP $73.39万0.03%8,781 2,15232.5% $17.99万 加仓
UBER UBER TECHNOLOGIES INC $73.44万0.03%10,177 1,83222.0% $13.22万 加仓
TAXF AMERICAN CENTY ETF TR $73.80万0.03%14,517 00.0% — 不变
LOW LOWES COS INC $73.85万0.03%3,349 -459-12.1% -$10.12万 减仓
JMUB J P MORGAN EXCHANGE TRADED F $73.86万0.03%14,580 00.0% — 不变
ROBO EXCHANGE TRADED CONCEPTS TRU $74.14万0.03%8,655 -151-1.7% -$1.29万 减仓
SYK STRYKER CORPORATION $74.43万0.03%2,364 1768.0% $5.54万 加仓
VXF VANGUARD INDEX FDS $75.50万0.03%3,066 10.0% $246 加仓
FJAN FIRST TR EXCHNG TRADED FD VI $75.52万0.03%13,708 -3,206-19.0% -$17.66万 减仓
MCO MOODYS CORP $75.77万0.03%1,673 30722.5% $13.90万 加仓
MAR MARRIOTT INTL INC NEW $75.88万0.03%2,048 -244-10.6% -$9.04万 减仓
ETR ENTERGY CORP NEW $75.89万0.03%6,607 3265.2% $3.74万 加仓
RSP INVESCO EXCHANGE TRADED FD T $76.23万0.03%3,583 41613.1% $8.85万 加仓
XLE SELECT SECTOR SPDR TR $76.52万0.03%14,409 -203-1.4% -$1.08万 减仓
SHY ISHARES TR $76.58万0.03%9,326 -117-1.2% -$9,607 减仓
MAA MID-AMER APT CMNTYS INC $77.18万0.03%5,555 -2,201-28.4% -$30.58万 减仓
UPS UNITED PARCEL SVCS INC $77.22万0.03%7,183 1,20920.2% $13.00万 加仓
ORLY OREILLY AUTOMOTIVE INC $78.14万0.03%8,485 -2,193-20.5% -$20.20万 减仓
YMM FULL TRUCK ALLIANCE CO LTD $78.27万0.03%96,395 96,395— $78.27万 新建仓
NI NISOURCE INC $78.62万0.03%16,534 1,4069.3% $6.69万 加仓
DE DEERE & CO $78.65万0.03%1,240 -620-33.3% -$39.32万 减仓
COPX GLOBAL X FDS $78.76万0.03%10,232 3373.4% $2.59万 加仓
SCHG SCHWAB STRATEGIC TR $79.72万0.03%23,557 2661.1% $9,001 加仓
AMGN AMGEN INC $79.99万0.03%2,209 37020.1% $13.40万 加仓
EQIX EQUINIX INC $80.16万0.03%769 659.2% $6.78万 加仓
ECL ECOLAB INC $80.22万0.03%2,879 1595.8% $4.43万 加仓
KMI KINDER MORGAN INC DEL $81.76万0.03%25,575 4,70122.5% $15.03万 加仓
SPY STATE STR SPDR S&P 500 ETF T 看涨期权 $82.14万0.03%1,100 00.0% — 不变
FITB FIFTH THIRD BANCORP $82.38万0.03%14,614 8596.2% $4.84万 加仓
DIS DISNEY WALT CO $82.52万0.03%8,573 1,53921.9% $14.81万 加仓
CMI CUMMINS INC $82.59万0.03%1,158 898.3% $6.35万 加仓
CI THE CIGNA GROUP $83.35万0.03%3,024 31911.8% $8.79万 加仓
ACN ACCENTURE PLC IRELAND $84.38万0.03%6,781 -2,748-28.8% -$34.20万 减仓
FJUL FIRST TR EXCHNG TRADED FD VI $84.81万0.03%14,245 -2,515-15.0% -$14.97万 减仓
TFC TRUIST FINL CORP $86.15万0.03%17,292 2121.2% $1.06万 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $87.66万0.03%8,133 1,21217.5% $13.06万 加仓
MDLZ MONDELEZ INTL INC $87.87万0.03%15,192 9,658174.5% $55.86万 加仓
IUSB ISHARES TR $88.76万0.03%19,234 2,93818.0% $13.56万 加仓
USMV ISHARES TR $88.98万0.03%9,225 50.1% $482 加仓
SHOP SHOPIFY INC $89.03万0.03%7,797 82311.8% $9.40万 加仓
SRLN SSGA ACTIVE ETF TR $89.40万0.03%22,189 2,52812.9% $10.19万 加仓
AZN ASTRAZENECA PLC $90.30万0.03%4,762 2,08878.1% $39.59万 加仓
AME AMETEK INC $92.34万0.03%3,817 50315.2% $12.17万 加仓
PNC PNC FINL SVCS GROUP INC $92.61万0.04%3,761 3399.9% $8.35万 加仓
UNM UNUM GROUP $93.20万0.04%10,425 2,26827.8% $20.28万 加仓
BOND PIMCO ETF TR $93.65万0.04%10,156 -90-0.9% -$8,299 减仓
— ISHARES TR $93.72万0.04%32,207 -1,852-5.4% -$5.39万 减仓
WDC WESTERN DIGITAL CORP $94.47万0.04%1,479 47447.2% $30.28万 加仓
VGT VANGUARD WORLD FD $94.47万0.04%7,904 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $94.63万0.04%1,240 36541.7% $27.85万 加仓
ADI ANALOG DEVICES INC $95.04万0.04%2,393 48625.5% $19.30万 加仓
DTE DTE ENERGY CO $95.66万0.04%6,278 -64-1.0% -$9,752 减仓
CEG CONSTELLATION ENERGY CORP $96.07万0.04%3,868 832.2% $2.06万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $96.47万0.04%11,887 9448.6% $7.66万 加仓
DAL DELTA AIR LINES INC $96.67万0.04%10,321 2,03024.5% $19.01万 加仓
XVV ISHARES TR $96.91万0.04%17,064 2,99521.3% $17.01万 加仓
PAYX PAYCHEX INC $97.19万0.04%9,884 2,74338.4% $26.97万 加仓
DUK DUKE ENERGY CORP NEW $99.52万0.04%7,862 -123-1.5% -$1.56万 减仓
XLP SELECT SECTOR SPDR TR $99.61万0.04%11,991 -908-7.0% -$7.54万 减仓
AVDV AMERICAN CENTY ETF TR $100.24万0.04%9,727 00.0% — 不变
PGR PROGRESSIVE CORP $100.37万0.04%4,595 96426.5% $21.06万 加仓
KMB KIMBERLY-CLARK CORP $100.75万0.04%9,178 1321.5% $1.45万 加仓
MKC MCCORMICK & CO INC $101.04万0.04%20,041 -5,636-21.9% -$28.42万 减仓
PLD PROLOGIS INC. $102.65万0.04%7,577 1,50124.7% $20.33万 加仓
SONY SONY GROUP CORP $103.62万0.04%51,655 -5,669-9.9% -$11.37万 减仓
VB VANGUARD INDEX FDS $103.95万0.04%3,429 1464.4% $4.43万 加仓
GDX VANECK ETF TRUST $104.17万0.04%13,806 1,46711.9% $11.07万 加仓
EOG EOG RES INC $104.35万0.04%8,043 3,83291.0% $49.71万 加仓
D DOMINION ENERGY INC $104.45万0.04%15,295 2621.7% $1.79万 加仓
SLV ISHARES SILVER TR $104.66万0.04%19,574 2,52514.8% $13.50万 加仓
ED CONSOLIDATED EDISON INC $106.00万0.04%9,581 2,40033.4% $26.55万 加仓
FE FIRSTENERGY CORP $106.32万0.04%22,364 4652.1% $2.21万 加仓
AJG GALLAGHER ARTHUR J & CO $106.75万0.04%4,650 801.8% $1.84万 加仓