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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $966.51万 | 0.43% | 10,508 | 488 | 4.9% | $44.89万 | 加仓 |
| IWF | ISHARES TR | $987.20万 | 0.44% | 23,152 | 4,353 | 23.2% | $185.61万 | 加仓 |
| DGRO | ISHARES TR | $992.09万 | 0.44% | 141,364 | 753 | 0.5% | $5.28万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $999.56万 | 0.44% | 60,323 | 1,710 | 2.9% | $28.33万 | 加仓 |
| — | EXXON MOBIL CORP | $1,021.20万 | 0.45% | 60,191 | 121 | 0.2% | $2.05万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1,030.33万 | 0.46% | 286,522 | 2,858 | 1.0% | $10.28万 | 加仓 |
| IWP | ISHARES TR | $1,034.29万 | 0.46% | 80,728 | 4,332 | 5.7% | $55.50万 | 加仓 |
| IEFA | ISHARES TR | $1,039.09万 | 0.46% | 114,778 | 9,501 | 9.0% | $86.01万 | 加仓 |
| EFG | ISHARES TR | $1,058.43万 | 0.47% | 95,037 | 7,104 | 8.1% | $79.12万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,078.80万 | 0.48% | 98,990 | -6,840 | -6.5% | -$74.54万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,079.39万 | 0.48% | 229,511 | -4,578 | -2.0% | -$21.53万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,117.22万 | 0.50% | 220,751 | -35,144 | -13.7% | -$177.86万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,123.04万 | 0.50% | 227,474 | -13,481 | -5.6% | -$66.56万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,144.96万 | 0.51% | 78,096 | -2,644 | -3.3% | -$38.76万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,244.49万 | 0.55% | 12,490 | 1,733 | 16.1% | $172.67万 | 加仓 |
| GOOG | ALPHABET INC | $1,324.50万 | 0.59% | 46,173 | -334 | -0.7% | -$9.58万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,341.08万 | 0.60% | 45,590 | -1,140 | -2.4% | -$33.53万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,348.01万 | 0.60% | 121,596 | -4,434 | -3.5% | -$49.16万 | 减仓 |
| SDY | SPDR SERIES TRUST | $1,421.62万 | 0.63% | 97,411 | -790 | -0.8% | -$11.53万 | 减仓 |
| AVGO | BROADCOM INC | $1,589.11万 | 0.71% | 51,343 | 1,056 | 2.1% | $32.68万 | 加仓 |
| IGIB | ISHARES TR | $1,631.52万 | 0.73% | 306,562 | -5,757 | -1.8% | -$30.64万 | 减仓 |
| IWS | ISHARES TR | $1,648.40万 | 0.73% | 113,106 | 1,945 | 1.7% | $28.35万 | 加仓 |
| IVW | ISHARES TR | $1,732.13万 | 0.77% | 153,137 | -364 | -0.2% | -$4.12万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,865.96万 | 0.83% | 38,939 | 101 | 0.3% | $4.84万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,995.16万 | 0.89% | 650,312 | -60,561 | -8.5% | -$185.80万 | 减仓 |
| AMZN | AMAZON COM INC | $2,047.88万 | 0.91% | 98,328 | 144 | 0.1% | $3.00万 | 加仓 |
| GOOGL | ALPHABET INC | $2,119.01万 | 0.94% | 73,689 | 438 | 0.6% | $12.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,627.34万 | 1.17% | 70,977 | -3,332 | -4.5% | -$123.34万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,861.44万 | 1.27% | 164,073 | 2,689 | 1.7% | $46.90万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3,081.93万 | 1.37% | 912,623 | 52,514 | 6.1% | $177.34万 | 加仓 |
| VO | VANGUARD INDEX FDS | $3,283.63万 | 1.46% | 114,341 | 2,384 | 2.1% | $68.46万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,473.95万 | 1.55% | 261,395 | 7,683 | 3.0% | $102.11万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,554.36万 | 1.58% | 54,654 | 1,401 | 2.6% | $91.11万 | 加仓 |
| AGG | ISHARES TR | $3,720.70万 | 1.66% | 374,806 | -6,165 | -1.6% | -$61.20万 | 减仓 |
| EFV | ISHARES TR | $4,308.60万 | 1.92% | 579,503 | 11,139 | 2.0% | $82.82万 | 加仓 |
| ICSH | ISHARES TR | $4,523.27万 | 2.01% | 893,574 | 98,141 | 12.3% | $496.79万 | 加仓 |
| QUAL | ISHARES TR | $5,084.26万 | 2.26% | 265,068 | 1,414 | 0.5% | $27.12万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5,235.32万 | 2.33% | 220,323 | 96,049 | 77.3% | $2,282.32万 | 加仓 |
| MGV | VANGUARD WORLD FD | $5,408.02万 | 2.41% | 373,096 | 3,621 | 1.0% | $52.49万 | 加仓 |
| AAPL | APPLE INC | $6,903.47万 | 3.07% | 272,015 | 2,758 | 1.0% | $70.00万 | 加仓 |
| IWY | ISHARES TR | $7,267.81万 | 3.23% | 292,068 | 91,472 | 45.6% | $2,276.19万 | 加仓 |
| QQQ | INVESCO QQQ TR | $7,273.62万 | 3.24% | 126,020 | 714 | 0.6% | $41.21万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $7,769.83万 | 3.46% | 1,370,824 | 90,875 | 7.1% | $515.08万 | 加仓 |
| EFA | ISHARES TR | $1.08亿 | 4.81% | 1,113,071 | 117,348 | 11.8% | $1,139.80万 | 加仓 |
| IVV | ISHARES TR | $2.89亿 | 12.85% | 442,174 | 10,435 | 2.4% | $681.62万 | 加仓 |