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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $1,014.39万 | 0.38% | 142,371 | -1,795 | -1.2% | -$12.79万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,037.46万 | 0.39% | 205,153 | -15,598 | -7.1% | -$78.88万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1,041.94万 | 0.39% | 256,762 | -29,760 | -10.4% | -$120.77万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,046.69万 | 0.40% | 21,917 | 2,208 | 11.2% | $105.45万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1,051.74万 | 0.40% | 59,538 | -785 | -1.3% | -$13.87万 | 减仓 |
| DGRO | ISHARES TR | $1,055.57万 | 0.40% | 139,275 | -2,089 | -1.5% | -$15.83万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,073.55万 | 0.41% | 222,821 | -6,690 | -2.9% | -$32.23万 | 减仓 |
| MUNI | PIMCO ETF TR | $1,077.33万 | 0.41% | 204,816 | 24,071 | 13.3% | $126.61万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $1,084.44万 | 0.41% | 341,234 | 341,234 | — | $1,084.44万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $1,110.16万 | 0.42% | 207,081 | -20,393 | -9.0% | -$109.33万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $1,130.97万 | 0.43% | 96,433 | -2,557 | -2.6% | -$29.99万 | 减仓 |
| IEFA | ISHARES TR | $1,162.88万 | 0.44% | 120,406 | 5,628 | 4.9% | $54.36万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,167.68万 | 0.44% | 12,482 | -8 | -0.1% | -$7,484 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,194.35万 | 0.45% | 75,277 | -2,819 | -3.6% | -$44.73万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,236.56万 | 0.47% | 115,426 | -6,170 | -5.1% | -$66.10万 | 减仓 |
| EFG | ISHARES TR | $1,310.23万 | 0.50% | 105,307 | 10,270 | 10.8% | $127.78万 | 加仓 |
| IWF | ISHARES TR | $1,341.49万 | 0.51% | 108,037 | 15,429 | 16.7% | $191.58万 | 加仓 |
| LLY | ELI LILLY & CO | $1,346.11万 | 0.51% | 11,223 | 715 | 6.8% | $85.76万 | 加仓 |
| IWP | ISHARES TR | $1,373.69万 | 0.52% | 93,825 | 13,097 | 16.2% | $191.75万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,466.00万 | 0.55% | 96,333 | -1,078 | -1.1% | -$16.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,550.31万 | 0.59% | 47,362 | 1,772 | 3.9% | $58.00万 | 加仓 |
| GOOG | ALPHABET INC | $1,581.48万 | 0.60% | 44,759 | -1,414 | -3.1% | -$49.96万 | 减仓 |
| IGIB | ISHARES TR | $1,592.16万 | 0.60% | 299,448 | -7,114 | -2.3% | -$37.83万 | 减仓 |
| QUAL | ISHARES TR | $1,731.46万 | 0.65% | 78,907 | -186,161 | -70.2% | -$4,084.93万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,958.57万 | 0.74% | 617,652 | -32,660 | -5.0% | -$103.56万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,000.56万 | 0.76% | 39,980 | 1,041 | 2.7% | $52.09万 | 加仓 |
| IWS | ISHARES TR | $2,032.20万 | 0.77% | 123,463 | 10,357 | 9.2% | $170.48万 | 加仓 |
| AVGO | BROADCOM INC | $2,035.44万 | 0.77% | 53,883 | 2,540 | 4.9% | $95.95万 | 加仓 |
| IVW | ISHARES TR | $2,094.90万 | 0.79% | 152,323 | -814 | -0.5% | -$11.19万 | 减仓 |
| — | ISHARES TR | $2,119.04万 | 0.80% | 783,235 | 783,235 | — | $2,119.04万 | 新建仓 |
| IEMG | ISHARES INC | $2,259.70万 | 0.85% | 272,779 | 135,338 | 98.5% | $1,121.14万 | 加仓 |
| AMZN | AMAZON COM INC | $2,530.79万 | 0.96% | 106,184 | 7,856 | 8.0% | $187.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,861.78万 | 1.08% | 76,719 | 5,742 | 8.1% | $214.19万 | 加仓 |
| GOOGL | ALPHABET INC | $2,960.98万 | 1.12% | 82,855 | 9,166 | 12.4% | $327.56万 | 加仓 |
| VO | VANGUARD INDEX FDS | $3,026.91万 | 1.14% | 375,687 | -81,677 | -17.9% | -$658.07万 | 减仓 |
| AGG | ISHARES TR | $3,512.31万 | 1.33% | 354,851 | -19,955 | -5.3% | -$197.51万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $3,572.37万 | 1.35% | 677,611 | 669,913 | 8,702.4% | $3,531.78万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3,638.16万 | 1.38% | 995,937 | 83,314 | 9.1% | $304.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,738.31万 | 1.41% | 186,832 | 22,759 | 13.9% | $455.38万 | 加仓 |
| ICSH | ISHARES TR | $3,854.63万 | 1.46% | 762,087 | -131,487 | -14.7% | -$665.06万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $3,975.56万 | 1.50% | 584,555 | 574,725 | 5,846.6% | $3,908.71万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,154.35万 | 1.57% | 55,631 | 977 | 1.8% | $72.96万 | 加仓 |
| EFV | ISHARES TR | $4,794.23万 | 1.81% | 626,287 | 46,784 | 8.1% | $358.13万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $4,821.59万 | 1.82% | 253,075 | -8,320 | -3.2% | -$158.51万 | 减仓 |
| MGV | VANGUARD WORLD FD | $6,316.41万 | 2.39% | 386,443 | 13,347 | 3.6% | $218.16万 | 加仓 |
| IWY | ISHARES TR | $7,164.94万 | 2.71% | 246,540 | -45,528 | -15.6% | -$1,323.13万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $7,208.67万 | 2.73% | 237,933 | 17,610 | 8.0% | $533.53万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $7,913.68万 | 2.99% | 1,401,148 | 30,324 | 2.2% | $171.27万 | 加仓 |
| AAPL | APPLE INC | $8,263.62万 | 3.13% | 285,583 | 13,568 | 5.0% | $392.60万 | 加仓 |
| QQQ | INVESCO QQQ TR | $9,303.93万 | 3.52% | 126,343 | 323 | 0.3% | $23.79万 | 加仓 |
| EFA | ISHARES TR | $1.20亿 | 4.53% | 1,151,840 | 38,769 | 3.5% | $402.73万 | 加仓 |
| IVV | ISHARES TR | $3.24亿 | 12.25% | 432,475 | -9,699 | -2.2% | -$726.35万 | 减仓 |