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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $228.35万 | 0.10% | 6,404 | 3,204 | 100.1% | $114.25万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $230.06万 | 0.10% | 4,681 | -72 | -1.5% | -$3.54万 | 减仓 |
| CME | CME GROUP INC | $230.40万 | 0.10% | 7,801 | 7,035 | 918.4% | $207.78万 | 加仓 |
| NDAQ | NASDAQ INC | $232.86万 | 0.10% | 27,431 | -3,381 | -11.0% | -$28.70万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $233.09万 | 0.10% | 11,472 | -853 | -6.9% | -$17.33万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $237.56万 | 0.11% | 32,481 | -1,059 | -3.2% | -$7.75万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $238.45万 | 0.11% | 24,680 | -1,110 | -4.3% | -$10.72万 | 减仓 |
| ISCV | ISHARES TR | $240.76万 | 0.11% | 34,637 | -2,561 | -6.9% | -$17.80万 | 减仓 |
| — | THOMSON REUTERS CORP | $246.16万 | 0.11% | 27,357 | 22,551 | 469.2% | $202.91万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $247.46万 | 0.11% | 42,322 | -2,517 | -5.6% | -$14.72万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $248.34万 | 0.11% | 13,476 | -497 | -3.6% | -$9.16万 | 减仓 |
| CVX | CHEVRON CORPORATION | $250.71万 | 0.11% | 12,117 | -769 | -6.0% | -$15.91万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $252.01万 | 0.11% | 48,529 | -78 | -0.2% | -$4,051 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $253.05万 | 0.11% | 8,711 | 27 | 0.3% | $7,843 | 加仓 |
| RSG | REPUBLIC SVCS INC | $262.79万 | 0.12% | 11,999 | -506 | -4.0% | -$11.08万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $266.36万 | 0.12% | 33,055 | -311 | -0.9% | -$2.51万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $268.56万 | 0.12% | 24,616 | -296 | -1.2% | -$3.23万 | 减仓 |
| T | AT&T INC | $272.87万 | 0.12% | 94,126 | -276 | -0.3% | -$8,001 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $273.37万 | 0.12% | 62,767 | -482 | -0.8% | -$2.10万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $277.58万 | 0.12% | 9,177 | 22 | 0.2% | $6,655 | 加仓 |
| ACWX | ISHARES TR | $279.86万 | 0.12% | 40,873 | 308 | 0.8% | $2.11万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $281.82万 | 0.13% | 3,148 | -115 | -3.5% | -$10.30万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $286.68万 | 0.13% | 6,058 | -224 | -3.6% | -$10.60万 | 减仓 |
| WSO | WATSCO INC | $294.85万 | 0.13% | 8,105 | -456 | -5.3% | -$16.59万 | 减仓 |
| CAT | CATERPILLAR INC | $301.36万 | 0.13% | 4,254 | -1 | -0.0% | -$708 | 减仓 |
| SAP | SAP SE | $305.52万 | 0.14% | 17,845 | -807 | -4.3% | -$13.82万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $306.06万 | 0.14% | 6,125 | -153 | -2.4% | -$7.65万 | 减仓 |
| MRK | MERCK & CO INC | $308.33万 | 0.14% | 25,632 | -16,066 | -38.5% | -$193.26万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $310.63万 | 0.14% | 26,832 | -1,314 | -4.7% | -$15.21万 | 减仓 |
| ITOT | ISHARES TR | $313.00万 | 0.14% | 21,976 | 1,348 | 6.5% | $19.20万 | 加仓 |
| TXN | TEXAS INSTRS INC | $314.68万 | 0.14% | 16,209 | -1,422 | -8.1% | -$27.61万 | 减仓 |
| SOXX | ISHARES TR | $314.90万 | 0.14% | 9,581 | 304 | 3.3% | $9.99万 | 加仓 |
| MPC | MARATHON PETE CORP | $317.16万 | 0.14% | 12,989 | -735 | -5.4% | -$17.95万 | 减仓 |
| TJX | TJX COS INC NEW | $321.08万 | 0.14% | 20,105 | -726 | -3.5% | -$11.59万 | 减仓 |
| WM | WASTE MGMT INC DEL | $326.91万 | 0.15% | 14,227 | -332 | -2.3% | -$7.63万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $333.00万 | 0.15% | 5,573 | 444 | 8.7% | $26.53万 | 加仓 |
| SHYG | ISHARES TR | $337.03万 | 0.15% | 79,658 | 1,290 | 1.6% | $5.46万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $339.05万 | 0.15% | 77,658 | 3,102 | 4.2% | $13.54万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $339.96万 | 0.15% | 33,938 | 597 | 1.8% | $5.98万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $341.61万 | 0.15% | 10,648 | -88 | -0.8% | -$2.82万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $349.40万 | 0.16% | 24,190 | -937 | -3.7% | -$13.53万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $352.41万 | 0.16% | 32,128 | -4,913 | -13.3% | -$53.89万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $355.48万 | 0.16% | 21,500 | -39 | -0.2% | -$6,448 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.16% | 5 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $363.95万 | 0.16% | 205,044 | -2,860 | -1.4% | -$5.08万 | 减仓 |
| IJH | ISHARES TR | $364.80万 | 0.16% | 54,021 | -146 | -0.3% | -$9,859 | 减仓 |
| IDEV | ISHARES TR | $365.29万 | 0.16% | 43,711 | 3,347 | 8.3% | $27.97万 | 加仓 |
| EWJ | ISHARES INC | $372.40万 | 0.17% | 44,102 | 24,985 | 130.7% | $210.97万 | 加仓 |
| BIL | SPDR SERIES TRUST | $383.55万 | 0.17% | 41,854 | 29,648 | 242.9% | $271.70万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $385.23万 | 0.17% | 27,641 | -1,525 | -5.2% | -$21.25万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $386.23万 | 0.17% | 19,685 | -1,265 | -6.0% | -$24.82万 | 减仓 |
| QCOM | QUALCOMM INC | $389.25万 | 0.17% | 30,226 | -863 | -2.8% | -$11.11万 | 减仓 |
| EWC | ISHARES INC | $394.29万 | 0.18% | 71,964 | 43,505 | 152.9% | $238.36万 | 加仓 |
| BAC | BANK AMERICA CORP | $404.05万 | 0.18% | 82,882 | 496 | 0.6% | $2.42万 | 加仓 |
| VLO | VALERO ENERGY CORP | $409.91万 | 0.18% | 16,590 | -1,442 | -8.0% | -$35.63万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $417.62万 | 0.19% | 56,711 | 1,342 | 2.4% | $9.88万 | 加仓 |
| SNA | SNAP ON INC | $425.21万 | 0.19% | 11,707 | -445 | -3.7% | -$16.16万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $432.57万 | 0.19% | 86,170 | -8,492 | -9.0% | -$42.63万 | 减仓 |
| BILS | SPDR SERIES TRUST | $444.59万 | 0.20% | 44,710 | -10,429 | -18.9% | -$103.71万 | 减仓 |
| TSLA | TESLA INC | $457.85万 | 0.20% | 12,316 | 58 | 0.5% | $2.16万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $464.18万 | 0.21% | 18,037 | -338 | -1.8% | -$8.70万 | 减仓 |
| IVE | ISHARES TR | $465.12万 | 0.21% | 22,028 | 12,962 | 143.0% | $273.69万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $474.66万 | 0.21% | 103,434 | -2,083 | -2.0% | -$9.56万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $501.80万 | 0.22% | 20,528 | 845 | 4.3% | $20.66万 | 加仓 |
| CSCO | CISCO SYS INC | $517.86万 | 0.23% | 66,743 | -407 | -0.6% | -$3.16万 | 减仓 |
| AOR | ISHARES TR | $524.28万 | 0.23% | 81,473 | 5,105 | 6.7% | $32.85万 | 加仓 |
| OKE | ONEOK INC NEW | $530.77万 | 0.24% | 58,720 | -1,941 | -3.2% | -$17.54万 | 减仓 |
| IWM | ISHARES TR | $539.96万 | 0.24% | 21,773 | -254 | -1.2% | -$6.30万 | 减仓 |
| MCD | MCDONALDS CORP | $540.52万 | 0.24% | 17,392 | -1,558 | -8.2% | -$48.42万 | 减仓 |
| DES | WISDOMTREE TR | $549.23万 | 0.24% | 152,818 | -11,866 | -7.2% | -$42.65万 | 减仓 |
| IWR | ISHARES TR | $571.20万 | 0.25% | 58,747 | -1,738 | -2.9% | -$16.90万 | 减仓 |
| ABBV | ABBVIE INC | $571.69万 | 0.25% | 26,286 | -429 | -1.6% | -$9.33万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $572.08万 | 0.25% | 48,224 | 394 | 0.8% | $4.67万 | 加仓 |
| KO | COCA COLA CO | $572.50万 | 0.25% | 75,280 | -2,751 | -3.5% | -$20.92万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $572.99万 | 0.25% | 23,639 | -1,769 | -7.0% | -$42.88万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $586.45万 | 0.26% | 128,550 | 12,727 | 11.0% | $58.06万 | 加仓 |
| IWD | ISHARES TR | $587.03万 | 0.26% | 27,474 | 8,638 | 45.9% | $184.56万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $606.67万 | 0.27% | 37,511 | -1,598 | -4.1% | -$25.84万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $613.60万 | 0.27% | 78,255 | 5,067 | 6.9% | $39.73万 | 加仓 |
| HD | HOME DEPOT INC | $621.23万 | 0.28% | 18,889 | -1,614 | -7.9% | -$53.08万 | 减仓 |
| DGS | WISDOMTREE TR | $621.85万 | 0.28% | 103,469 | -8,680 | -7.7% | -$52.17万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $642.35万 | 0.29% | 741,744 | 13,051 | 1.8% | $11.30万 | 加仓 |
| EZU | ISHARES INC | $645.93万 | 0.29% | 103,117 | 62,173 | 151.8% | $389.45万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $649.16万 | 0.29% | 127,336 | -8,962 | -6.6% | -$45.69万 | 减仓 |
| MUB | ISHARES TR | $652.24万 | 0.29% | 61,445 | -306 | -0.5% | -$3.25万 | 减仓 |
| COWZ | PACER FDS TR | $653.67万 | 0.29% | 104,487 | -2,264 | -2.1% | -$14.16万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $666.07万 | 0.30% | 19,709 | 1,007 | 5.4% | $34.03万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $694.43万 | 0.31% | 32,290 | -705 | -2.1% | -$15.16万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $699.55万 | 0.31% | 24,326 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $706.94万 | 0.31% | 148,735 | -21,150 | -12.4% | -$100.53万 | 减仓 |
| AOA | ISHARES TR | $730.71万 | 0.33% | 82,575 | 7,120 | 9.4% | $63.00万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $741.13万 | 0.33% | 145,892 | 12,068 | 9.0% | $61.31万 | 加仓 |
| GLD | SPDR GOLD TR | $760.06万 | 0.34% | 17,664 | 238 | 1.4% | $10.24万 | 加仓 |
| DGRW | WISDOMTREE TR | $807.67万 | 0.36% | 91,948 | -5,090 | -5.2% | -$44.71万 | 减仓 |
| META | META PLATFORMS INC | $808.99万 | 0.36% | 14,140 | -489 | -3.3% | -$27.98万 | 减仓 |
| V | VISA INC | $816.24万 | 0.36% | 27,006 | -1,217 | -4.3% | -$36.78万 | 减仓 |
| WMT | WALMART INC | $850.96万 | 0.38% | 68,471 | 347 | 0.5% | $4.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $923.81万 | 0.41% | 144,166 | -3,502 | -2.4% | -$22.44万 | 减仓 |
| MUNI | PIMCO ETF TR | $943.31万 | 0.42% | 180,745 | 23,409 | 14.9% | $122.17万 | 加仓 |
| IEMG | ISHARES INC | $958.65万 | 0.43% | 137,441 | 41,397 | 43.1% | $288.74万 | 加仓 |