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
GD GENERAL DYNAMICS CORP $106.86万0.04%3,017 37314.1% $13.21万 加仓
HWM HOWMET AEROSPACE INC $106.98万0.04%3,979 2286.1% $6.13万 加仓
PFE PFIZER INC $108.09万0.04%44,889 -5,330-10.6% -$12.83万 减仓
SNDK SANDISK CORP $111.19万0.04%489 17153.8% $38.88万 加仓
ES EVERSOURCE ENERGY $111.38万0.04%15,412 1,60211.6% $11.58万 加仓
CCJ CAMECO CORP $111.70万0.04%10,966 -44-0.4% -$4,482 减仓
NEE NEXTERA ENERGY INC $111.80万0.04%12,738 1,27911.2% $11.23万 加仓
WELL WELLTOWER INC $112.60万0.04%4,961 91122.5% $20.68万 加仓
XEL XCEL ENERGY INC $114.11万0.04%14,211 3,26829.9% $26.24万 加仓
TT TRANE TECHNOLOGIES PLC $114.44万0.04%2,330 24511.8% $12.03万 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $114.83万0.04%23,068 -619-2.6% -$3.08万 减仓
NWG NATWEST GROUP PLC $115.35万0.04%65,428 -4,598-6.6% -$8.11万 减仓
BLK BLACKROCK INC $115.87万0.04%1,205 534.6% $5.10万 加仓
SCCO SOUTHERN COPPER CORP $116.29万0.04%6,673 -49-0.7% -$8,539 减仓
DELL DELL TECHNOLOGIES INC $117.35万0.04%2,720 -1,712-38.6% -$73.86万 重新持有
LMT LOCKHEED MARTIN CORP $117.61万0.04%2,309 25612.5% $13.04万 加仓
ATO ATMOS ENERGY CORP $117.99万0.04%6,849 5,133299.1% $88.43万 加仓
WFC WELLS FARGO & CO $118.30万0.04%14,315 1,2429.5% $10.26万 加仓
PLTR PALANTIR TECHNOLOGIES INC $121.19万0.05%10,387 -144-1.4% -$1.68万 减仓
COP CONOCOPHILLIPS $122.98万0.05%11,830 3,47041.5% $36.07万 加仓
FJUN FIRST TR EXCHNG TRADED FD VI $123.50万0.05%20,601 00.0% — 不变
ABT ABBOTT LABORATORIES $125.26万0.05%13,805 3012.2% $2.73万 加仓
MGK VANGUARD WORLD FD $126.37万0.05%14,375 1901.3% $1.67万 加仓
SCHA SCHWAB STRATEGIC TR $127.43万0.05%35,271 -941-2.6% -$3.40万 减仓
BX BLACKSTONE INC $127.79万0.05%10,860 -498-4.4% -$5.86万 减仓
TMUS T-MOBILE US INC $128.71万0.05%7,674 2443.3% $4.09万 加仓
RF REGIONS FINANCIAL CORP NEW $129.79万0.05%42,977 6,55118.0% $19.78万 加仓
EXC EXELON CORP $130.62万0.05%28,019 5372.0% $2.50万 加仓
AOM ISHARES TR $131.13万0.05%26,284 -2,744-9.5% -$13.69万 减仓
ISRG INTUITIVE SURGICAL INC $131.23万0.05%3,300 -801-19.5% -$31.85万 减仓
IUSG ISHARES TR $131.35万0.05%6,983 861.2% $1.62万 加仓
HDV ISHARES TR $132.48万0.05%48,334 1540.3% $4,221 加仓
PYPL PAYPAL HLDGS INC $133.58万0.05%30,935 -2-0.0% -$86 减仓
SO SOUTHERN CO $134.50万0.05%14,053 7275.5% $6.96万 加仓
FXR FIRST TR EXCHANGE-TRADED FD $136.43万0.05%14,973 -336-2.2% -$3.06万 减仓
VBK VANGUARD INDEX FDS $137.27万0.05%3,754 60.2% $2,194 加仓
AWK AMERICAN WTR WKS CO INC NEW $137.79万0.05%10,472 -117-1.1% -$1.54万 减仓
FEX FIRST TR EXCHANGE-TRADED ALP $140.43万0.05%10,040 -170-1.7% -$2.38万 减仓
CME CME GROUP INC $141.18万0.05%6,393 -1,408-18.0% -$31.09万 减仓
DVY ISHARES TR $141.72万0.05%9,067 -168-1.8% -$2.63万 减仓
BP BP PLC $142.15万0.05%38,470 1,3383.6% $4.94万 加仓
MS MORGAN STANLEY $144.33万0.05%6,904 73311.9% $15.32万 加仓
EEM ISHARES TR $145.34万0.05%21,246 2,65214.3% $18.14万 加仓
ORCL ORACLE CORP $146.92万0.06%10,025 1,14612.9% $16.79万 加仓
MDT MEDTRONIC PLC $148.33万0.06%18,961 -1,020-5.1% -$7.98万 减仓
FTSL FIRST TR EXCHANGE-TRADED FD $149.78万0.06%33,470 -2,563-7.1% -$11.47万 减仓
SPSB SPDR SERIES TRUST $149.94万0.06%49,965 00.0% — 不变
MO ALTRIA GROUP INC $150.84万0.06%20,964 3,42819.5% $24.66万 加仓
— OHIO VY BANC CORP $150.91万0.06%34,749 00.0% — 不变
ETN EATON CORP PLC $152.64万0.06%3,582 832.4% $3.54万 加仓
DDEC FIRST TR EXCHNG TRADED FD VI $153.25万0.06%32,349 -900-2.7% -$4.26万 减仓
VTWG VANGUARD SCOTTSDALE FDS $154.09万0.06%5,356 -66-1.2% -$1.90万 减仓
PWR QUANTA SVCS INC $154.59万0.06%2,147 22711.8% $16.34万 加仓
SPGI S&P GLOBAL INC $159.50万0.06%3,917 -38-1.0% -$1.55万 减仓
EMB ISHARES TR $160.48万0.06%16,640 5823.6% $5.61万 加仓
SMB VANECK ETF TRUST $162.02万0.06%93,383 -9,776-9.5% -$16.96万 减仓
NFLX NETFLIX INC. $163.56万0.06%22,907 7133.2% $5.09万 加仓
GSK GSK PLC $163.88万0.06%31,262 8,52737.5% $44.70万 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $166.27万0.06%17,703 -995-5.3% -$9.35万 减仓
FXH FIRST TR EXCHANGE-TRADED FD $168.99万0.06%13,806 -499-3.5% -$6.11万 减仓
F FORD MTR CO $169.41万0.06%121,878 8860.7% $1.23万 加仓
LIN LINDE PLC $171.17万0.06%3,299 71127.5% $36.89万 加仓
PANW PALO ALTO NETWORKS INC $171.74万0.06%5,036 1,09127.7% $37.21万 加仓
APH AMPHENOL CORP $172.40万0.07%9,778 3,01144.5% $53.09万 加仓
GE GE AEROSPACE $175.38万0.07%4,693 91924.4% $34.34万 加仓
CB CHUBB LIMITED $176.57万0.07%5,182 941.8% $3.20万 加仓
PEP PEPSICO INC $178.63万0.07%13,193 -221-1.6% -$2.99万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $182.19万0.07%22,475 3,51618.5% $28.50万 加仓
EPP ISHARES INC $184.09万0.07%34,565 1,0713.2% $5.70万 加仓
CSX CSX CORP $185.31万0.07%38,988 1,2713.4% $6.04万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $185.34万0.07%30,156 13,44580.5% $82.63万 加仓
CINF CINCINNATI FINL CORP $187.41万0.07%10,123 1,04811.5% $19.40万 加仓
TMO THERMO FISHER SCIENTIFIC INC $190.79万0.07%3,806 -875-18.7% -$43.86万 减仓
LRCX LAM RESEARCH CORP $193.05万0.07%4,455 1,25939.4% $54.56万 加仓
TRI THOMSON REUTERS CORP $193.70万0.07%23,717 -3,640-13.3% -$29.73万 减仓
CVX CHEVRON CORPORATION $193.82万0.07%11,693 -424-3.5% -$7.03万 减仓
SHEL SHELL PLC $196.06万0.07%25,286 1,4165.9% $10.98万 加仓
NDAQ NASDAQ INC $197.34万0.07%25,037 -2,394-8.7% -$18.87万 减仓
O REALTY INCOME CORP $197.74万0.07%31,914 3,51012.4% $21.75万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $198.61万0.08%22,104 -514-2.3% -$4.62万 减仓
ILCG ISHARES TR $199.25万0.08%17,027 -206-1.2% -$2.41万 减仓
PWV INVESCO EXCHANGE TRADED FD T $200.78万0.08%26,498 00.0% — 不变
EIX EDISON INTL $203.90万0.08%27,387 1,0013.8% $7.45万 加仓
USB US BANCORP $204.70万0.08%33,891 1,0203.1% $6.16万 加仓
CTAS CINTAS CORP $210.53万0.08%12,378 990.8% $1.68万 加仓
ANET ARISTA NETWORKS INC $212.72万0.08%12,522 -1,020-7.5% -$17.33万 减仓
RTX RTX CORPORATION $212.95万0.08%11,224 1,63117.0% $30.95万 加仓
DON WISDOMTREE TR $213.22万0.08%37,725 -336-0.9% -$1.90万 减仓
T AT&T INC $214.93万0.08%103,830 9,70410.3% $20.09万 加仓
GS GOLDMAN SACHS GROUP INC $215.62万0.08%2,132 20110.4% $20.33万 加仓
CFG CITIZENS FINL GROUP INC $219.29万0.08%31,296 2,5328.8% $17.74万 加仓
HYG ISHARES TR $219.49万0.08%27,447 7562.8% $6.05万 加仓
EWU ISHARES TR $221.14万0.08%47,928 9692.1% $4.47万 加仓
BIL SPDR SERIES TRUST $221.43万0.08%24,163 -17,691-42.3% -$162.12万 减仓
WMB WILLIAMS COS INC $232.98万0.09%31,340 3,29611.8% $24.50万 加仓
HCA HCA HEALTHCARE INC $234.98万0.09%6,027 -31-0.5% -$1.21万 减仓
VUG VANGUARD INDEX FDS $234.98万0.09%27,279 -483-1.7% -$4.16万 减仓
APD AIR PRODUCTS AND CHEMICALS I $242.21万0.09%8,262 -449-5.2% -$13.16万 减仓
RSG REPUBLIC SVCS INC $242.75万0.09%11,393 -606-5.1% -$12.91万 减仓
SPLV INVESCO EXCH TRADED FD TR II $242.81万0.09%32,419 -62-0.2% -$4,644 减仓