Prosperity Consulting Group, LLC
OWINGS MILLS MD · SEC CIK 0001910398
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $245.16万 | 0.09% | 10,947 | -525 | -4.6% | -$11.76万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $247.98万 | 0.09% | 40,152 | -2,170 | -5.1% | -$13.40万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $255.37万 | 0.10% | 12,923 | -553 | -4.1% | -$10.93万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $257.78万 | 0.10% | 39,947 | -210 | -0.5% | -$1.36万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $259.06万 | 0.10% | 49,496 | 967 | 2.0% | $5.06万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $259.87万 | 0.10% | 18,995 | 2,056 | 12.1% | $28.13万 | 加仓 |
| ISCV | ISHARES TR | $261.64万 | 0.10% | 33,407 | -1,230 | -3.6% | -$9.63万 | 减仓 |
| C | CITIGROUP INC | $266.30万 | 0.10% | 19,027 | 1,306 | 7.4% | $18.28万 | 加仓 |
| SAP | SAP SE | $268.64万 | 0.10% | 17,432 | -413 | -2.3% | -$6.36万 | 减仓 |
| AMAT | APPLIED MATLS INC | $275.17万 | 0.10% | 3,806 | 727 | 23.6% | $52.56万 | 加仓 |
| ASML | ASML HLDG NV | $276.13万 | 0.10% | 1,388 | 305 | 28.2% | $60.68万 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $278.50万 | 0.11% | 59,449 | -3,318 | -5.3% | -$15.54万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $278.94万 | 0.11% | 6,711 | 245 | 3.8% | $10.18万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $284.23万 | 0.11% | 23,858 | -822 | -3.3% | -$9.79万 | 减仓 |
| INTC | INTEL CORP | $288.76万 | 0.11% | 20,681 | 4,178 | 25.3% | $58.34万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $289.35万 | 0.11% | 2,998 | 259 | 9.5% | $25.00万 | 加仓 |
| TJX | TJX COS INC NEW | $289.37万 | 0.11% | 19,100 | -1,005 | -5.0% | -$15.23万 | 减仓 |
| GEV | GE VERNOVA INC | $291.50万 | 0.11% | 2,481 | 504 | 25.5% | $59.22万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $299.57万 | 0.11% | 26,913 | 2,297 | 9.3% | $25.57万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $302.88万 | 0.11% | 34,465 | 8,057 | 30.5% | $70.80万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $311.54万 | 0.12% | 26,680 | -152 | -0.6% | -$1.77万 | 减仓 |
| ACWX | ISHARES TR | $312.23万 | 0.12% | 41,024 | 151 | 0.4% | $1.15万 | 加仓 |
| WM | WASTE MGMT INC DEL | $314.06万 | 0.12% | 14,091 | -136 | -1.0% | -$3.03万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $317.74万 | 0.12% | 6,187 | 62 | 1.0% | $3.18万 | 加仓 |
| MPC | MARATHON PETE CORP | $317.77万 | 0.12% | 12,429 | -560 | -4.3% | -$14.32万 | 减仓 |
| IWB | ISHARES TR | $318.81万 | 0.12% | 7,785 | 1,381 | 21.6% | $56.55万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $323.46万 | 0.12% | 3,307 | 159 | 5.1% | $15.55万 | 加仓 |
| WSO | WATSCO INC | $325.80万 | 0.12% | 7,818 | -287 | -3.5% | -$11.96万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $326.57万 | 0.12% | 33,845 | 790 | 2.4% | $7.62万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $330.46万 | 0.13% | 9,770 | 593 | 6.5% | $20.06万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $332.64万 | 0.13% | 45,312 | -11,399 | -20.1% | -$83.68万 | 减仓 |
| KLAC | KLA CORP | $333.48万 | 0.13% | 11,053 | 1,293 | 13.2% | $39.01万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $338.75万 | 0.13% | 26,812 | -829 | -3.0% | -$10.47万 | 减仓 |
| SHYG | ISHARES TR | $341.93万 | 0.13% | 80,626 | 968 | 1.2% | $4.11万 | 加仓 |
| BILS | SPDR SERIES TRUST | $345.43万 | 0.13% | 34,759 | -9,951 | -22.3% | -$98.89万 | 减仓 |
| ITOT | ISHARES TR | $348.58万 | 0.13% | 21,220 | -756 | -3.4% | -$12.42万 | 减仓 |
| MRK | MERCK & CO INC | $349.29万 | 0.13% | 27,182 | 1,550 | 6.0% | $19.92万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $351.53万 | 0.13% | 80,812 | 3,154 | 4.1% | $13.72万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $356.41万 | 0.13% | 199,335 | -5,709 | -2.8% | -$10.21万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $361.94万 | 0.14% | 85,484 | -686 | -0.8% | -$2.90万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $370.04万 | 0.14% | 5,388 | -185 | -3.3% | -$12.71万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.14% | 5 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $383.56万 | 0.15% | 30,010 | -2,118 | -6.6% | -$27.07万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $383.59万 | 0.15% | 26,158 | 1,968 | 8.1% | $28.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $386.14万 | 0.15% | 10,435 | -213 | -2.0% | -$7.88万 | 减仓 |
| IJH | ISHARES TR | $390.30万 | 0.15% | 50,616 | -3,405 | -6.3% | -$26.26万 | 减仓 |
| IDEV | ISHARES TR | $403.76万 | 0.15% | 45,361 | 1,650 | 3.8% | $14.69万 | 加仓 |
| CAT | CATERPILLAR INC | $410.87万 | 0.16% | 3,858 | -396 | -9.3% | -$42.17万 | 减仓 |
| EWJ | ISHARES INC | $414.45万 | 0.16% | 44,435 | 333 | 0.8% | $3.11万 | 加仓 |
| EWC | ISHARES INC | $418.11万 | 0.16% | 72,538 | 574 | 0.8% | $3.31万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $427.63万 | 0.16% | 19,623 | -62 | -0.3% | -$1.35万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $427.64万 | 0.16% | 23,638 | 2,138 | 9.9% | $38.68万 | 加仓 |
| VLO | VALERO ENERGY CORP | $429.65万 | 0.16% | 16,497 | -93 | -0.6% | -$2.42万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $440.95万 | 0.17% | 36,316 | 2,378 | 7.0% | $28.87万 | 加仓 |
| BAC | BANK OF AMER CORP | $465.46万 | 0.18% | 81,688 | -1,194 | -1.4% | -$6.80万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $466.64万 | 0.18% | 102,920 | -514 | -0.5% | -$2.33万 | 减仓 |
| SNA | SNAP ON INC | $468.47万 | 0.18% | 11,642 | -65 | -0.6% | -$2.62万 | 减仓 |
| MCD | MCDONALDS CORP | $469.09万 | 0.18% | 17,354 | -38 | -0.2% | -$1.03万 | 减仓 |
| OKE | ONEOK INC NEW | $476.87万 | 0.18% | 54,851 | -3,869 | -6.6% | -$33.64万 | 减仓 |
| QCOM | QUALCOMM INC | $532.76万 | 0.20% | 28,830 | -1,396 | -4.6% | -$25.80万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $538.54万 | 0.20% | 17,582 | -455 | -2.5% | -$13.94万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $549.89万 | 0.21% | 9,466 | 1,574 | 19.9% | $91.44万 | 加仓 |
| TXN | TEXAS INSTRS INC | $553.73万 | 0.21% | 18,577 | 2,368 | 14.6% | $70.58万 | 加仓 |
| MUB | ISHARES TR | $566.97万 | 0.21% | 52,683 | -8,762 | -14.3% | -$94.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $570.17万 | 0.22% | 22,450 | 1,922 | 9.4% | $48.81万 | 加仓 |
| DES | WISDOMTREE TR | $573.52万 | 0.22% | 140,984 | -11,834 | -7.7% | -$48.14万 | 减仓 |
| SOXX | ISHARES TR | $577.73万 | 0.22% | 9,016 | -565 | -5.9% | -$36.20万 | 减仓 |
| IVE | ISHARES TR | $584.87万 | 0.22% | 25,758 | 3,730 | 16.9% | $84.69万 | 加仓 |
| DGS | WISDOMTREE TR | $600.78万 | 0.23% | 92,842 | -10,627 | -10.3% | -$68.77万 | 减仓 |
| — | ISHARES TR | $602.91万 | 0.23% | 223,222 | 223,222 | — | $602.91万 | 新建仓 |
| AOR | ISHARES TR | $607.62万 | 0.23% | 87,427 | 5,954 | 7.3% | $41.38万 | 加仓 |
| TSLA | TESLA INC | $620.64万 | 0.23% | 14,756 | 2,440 | 19.8% | $102.63万 | 加仓 |
| KO | COCA COLA CO | $627.92万 | 0.24% | 77,263 | 1,983 | 2.6% | $16.12万 | 加仓 |
| COWZ | PACER FDS TR | $635.88万 | 0.24% | 102,232 | -2,255 | -2.2% | -$14.03万 | 减仓 |
| IWR | ISHARES TR | $642.17万 | 0.24% | 58,210 | -537 | -0.9% | -$5.92万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $649.59万 | 0.25% | 83,378 | 5,123 | 6.5% | $39.91万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $649.81万 | 0.25% | 127,414 | 78 | 0.1% | $3,978 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $656.04万 | 0.25% | 144,217 | 15,667 | 12.2% | $71.27万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $662.63万 | 0.25% | 23,564 | -75 | -0.3% | -$2.11万 | 减仓 |
| IWM | ISHARES TR | $670.49万 | 0.25% | 22,316 | 543 | 2.5% | $16.31万 | 加仓 |
| HD | HOME DEPOT INC | $673.99万 | 0.25% | 19,110 | 221 | 1.2% | $7.79万 | 加仓 |
| GLD | SPDR GOLD TR | $687.51万 | 0.26% | 18,663 | 999 | 5.7% | $36.80万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $696.88万 | 0.26% | 37,623 | 112 | 0.3% | $2.07万 | 加仓 |
| ABBV | ABBVIE INC | $702.28万 | 0.27% | 27,908 | 1,622 | 6.2% | $40.82万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $722.72万 | 0.27% | 49,977 | 1,753 | 3.6% | $25.35万 | 加仓 |
| EZU | ISHARES INC | $723.62万 | 0.27% | 104,119 | 1,002 | 1.0% | $6.96万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $730.86万 | 0.28% | 22,052 | -2,274 | -9.3% | -$75.37万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $744.48万 | 0.28% | 152,997 | 7,105 | 4.9% | $34.57万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $759.76万 | 0.29% | 774,470 | 32,726 | 4.4% | $32.10万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $762.18万 | 0.29% | 32,211 | -79 | -0.2% | -$1.87万 | 减仓 |
| CSCO | CISCO SYS INC | $780.19万 | 0.30% | 66,422 | -321 | -0.5% | -$3.77万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $796.46万 | 0.30% | 6,900 | 2,282 | 49.4% | $263.41万 | 加仓 |
| WMT | WALMART INC | $800.02万 | 0.30% | 70,636 | 2,165 | 3.2% | $24.52万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $800.28万 | 0.30% | 148,117 | -618 | -0.4% | -$3.34万 | 减仓 |
| — | EXXON MOBIL CORP | $822.07万 | 0.31% | 60,128 | -63 | -0.1% | -$8,613 | 减仓 |
| DGRW | WISDOMTREE TR | $825.57万 | 0.31% | 86,339 | -5,609 | -6.1% | -$53.63万 | 减仓 |
| AOA | ISHARES TR | $835.74万 | 0.32% | 85,630 | 3,055 | 3.7% | $29.82万 | 加仓 |
| IWD | ISHARES TR | $879.38万 | 0.33% | 36,273 | 8,799 | 32.0% | $213.32万 | 加仓 |
| META | META PLATFORMS INC | $891.66万 | 0.34% | 15,830 | 1,690 | 12.0% | $95.19万 | 加仓 |
| V | VISA INC | $965.58万 | 0.37% | 28,144 | 1,138 | 4.2% | $39.04万 | 加仓 |