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 |
|---|---|---|---|---|---|---|---|---|
| FPE | FIRST TR EXCH TRADED FD III | $363.95万 | 0.16% | 205,044 | -2,860 | -1.4% | -$5.08万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.16% | 5 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $355.48万 | 0.16% | 21,500 | -39 | -0.2% | -$6,448 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $352.41万 | 0.16% | 32,128 | -4,913 | -13.3% | -$53.89万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $349.40万 | 0.16% | 24,190 | -937 | -3.7% | -$13.53万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $341.61万 | 0.15% | 10,648 | -88 | -0.8% | -$2.82万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $339.96万 | 0.15% | 33,938 | 597 | 1.8% | $5.98万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $339.05万 | 0.15% | 77,658 | 3,102 | 4.2% | $13.54万 | 加仓 |
| SHYG | ISHARES TR | $337.03万 | 0.15% | 79,658 | 1,290 | 1.6% | $5.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $333.00万 | 0.15% | 5,573 | 444 | 8.7% | $26.53万 | 加仓 |
| WM | WASTE MGMT INC DEL | $326.91万 | 0.15% | 14,227 | -332 | -2.3% | -$7.63万 | 减仓 |
| TJX | TJX COS INC NEW | $321.08万 | 0.14% | 20,105 | -726 | -3.5% | -$11.59万 | 减仓 |
| MPC | MARATHON PETE CORP | $317.16万 | 0.14% | 12,989 | -735 | -5.4% | -$17.95万 | 减仓 |
| SOXX | ISHARES TR | $314.90万 | 0.14% | 9,581 | 304 | 3.3% | $9.99万 | 加仓 |
| TXN | TEXAS INSTRS INC | $314.68万 | 0.14% | 16,209 | -1,422 | -8.1% | -$27.61万 | 减仓 |
| ITOT | ISHARES TR | $313.00万 | 0.14% | 21,976 | 1,348 | 6.5% | $19.20万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $310.63万 | 0.14% | 26,832 | -1,314 | -4.7% | -$15.21万 | 减仓 |
| MRK | MERCK & CO INC | $308.33万 | 0.14% | 25,632 | -16,066 | -38.5% | -$193.26万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $306.06万 | 0.14% | 6,125 | -153 | -2.4% | -$7.65万 | 减仓 |
| SAP | SAP SE | $305.52万 | 0.14% | 17,845 | -807 | -4.3% | -$13.82万 | 减仓 |
| CAT | CATERPILLAR INC | $301.36万 | 0.13% | 4,254 | -1 | -0.0% | -$708 | 减仓 |
| WSO | WATSCO INC | $294.85万 | 0.13% | 8,105 | -456 | -5.3% | -$16.59万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $286.68万 | 0.13% | 6,058 | -224 | -3.6% | -$10.60万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $281.82万 | 0.13% | 3,148 | -115 | -3.5% | -$10.30万 | 减仓 |
| ACWX | ISHARES TR | $279.86万 | 0.12% | 40,873 | 308 | 0.8% | $2.11万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $277.58万 | 0.12% | 9,177 | 22 | 0.2% | $6,655 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $273.37万 | 0.12% | 62,767 | -482 | -0.8% | -$2.10万 | 减仓 |
| T | AT&T INC | $272.87万 | 0.12% | 94,126 | -276 | -0.3% | -$8,001 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $268.56万 | 0.12% | 24,616 | -296 | -1.2% | -$3.23万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $266.36万 | 0.12% | 33,055 | -311 | -0.9% | -$2.51万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $262.79万 | 0.12% | 11,999 | -506 | -4.0% | -$11.08万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $253.05万 | 0.11% | 8,711 | 27 | 0.3% | $7,843 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $252.01万 | 0.11% | 48,529 | -78 | -0.2% | -$4,051 | 减仓 |
| CVX | CHEVRON CORPORATION | $250.71万 | 0.11% | 12,117 | -769 | -6.0% | -$15.91万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $248.34万 | 0.11% | 13,476 | -497 | -3.6% | -$9.16万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $247.46万 | 0.11% | 42,322 | -2,517 | -5.6% | -$14.72万 | 减仓 |
| — | THOMSON REUTERS CORP | $246.16万 | 0.11% | 27,357 | 22,551 | 469.2% | $202.91万 | 加仓 |
| ISCV | ISHARES TR | $240.76万 | 0.11% | 34,637 | -2,561 | -6.9% | -$17.80万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $238.45万 | 0.11% | 24,680 | -1,110 | -4.3% | -$10.72万 | 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 |
| ADP | AUTOMATIC DATA PROCESSING IN | $233.09万 | 0.10% | 11,472 | -853 | -6.9% | -$17.33万 | 减仓 |
| NDAQ | NASDAQ INC | $232.86万 | 0.10% | 27,431 | -3,381 | -11.0% | -$28.70万 | 减仓 |
| CME | CME GROUP INC | $230.40万 | 0.10% | 7,801 | 7,035 | 918.4% | $207.78万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $230.06万 | 0.10% | 4,681 | -72 | -1.5% | -$3.54万 | 减仓 |
| IWB | ISHARES TR | $228.35万 | 0.10% | 6,404 | 3,204 | 100.1% | $114.25万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $222.04万 | 0.10% | 16,939 | 483 | 2.9% | $6.33万 | 加仓 |
| SHEL | SHELL PLC | $222.00万 | 0.10% | 23,870 | -1,270 | -5.1% | -$11.81万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $220.11万 | 0.10% | 40,157 | -223 | -0.6% | -$1.22万 | 减仓 |
| EWU | ISHARES TR | $213.95万 | 0.10% | 46,959 | 29,444 | 168.1% | $134.15万 | 加仓 |
| NFLX | NETFLIX INC. | $213.40万 | 0.09% | 22,194 | -2,164 | -8.9% | -$20.81万 | 减仓 |
| HYG | ISHARES TR | $212.35万 | 0.09% | 26,691 | 61 | 0.2% | $4,853 | 加仓 |
| RELX | RELX PLC | $208.32万 | 0.09% | 62,841 | -2,030 | -3.1% | -$6.73万 | 减仓 |
| PEP | PEPSICO INC | $208.31万 | 0.09% | 13,414 | -904 | -6.3% | -$14.04万 | 减仓 |
| CTAS | CINTAS CORP | $207.69万 | 0.09% | 12,279 | -353 | -2.8% | -$5.97万 | 减仓 |
| WMB | WILLIAMS COS INC | $204.11万 | 0.09% | 28,044 | -616 | -2.1% | -$4.48万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $202.13万 | 0.09% | 26,408 | 57 | 0.2% | $4,363 | 加仓 |
| VUG | VANGUARD INDEX FDS | $202.09万 | 0.09% | 4,627 | 80 | 1.8% | $3.49万 | 加仓 |
| C | CITIGROUP INC | $200.97万 | 0.09% | 17,721 | -162 | -0.9% | -$1.84万 | 减仓 |
| DON | WISDOMTREE TR | $199.97万 | 0.09% | 38,061 | -595 | -1.5% | -$3.13万 | 减仓 |
| EIX | EDISON INTL | $193.09万 | 0.09% | 26,386 | 1,150 | 4.6% | $8.42万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $189.05万 | 0.08% | 4,101 | -293 | -6.7% | -$13.51万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $188.95万 | 0.08% | 9,529 | -1,239 | -11.5% | -$24.57万 | 减仓 |
| RTX | RTX CORPORATION | $185.06万 | 0.08% | 9,593 | -173 | -1.8% | -$3.34万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $184.72万 | 0.08% | 26,498 | 0 | 0.0% | — | 不变 |
| SMB | VANECK ETF TRUST | $178.47万 | 0.08% | 103,159 | -13,442 | -11.5% | -$23.25万 | 减仓 |
| EPP | ISHARES INC | $177.99万 | 0.08% | 33,494 | 18,230 | 119.4% | $96.87万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $174.97万 | 0.08% | 6,466 | -528 | -7.5% | -$14.29万 | 减仓 |
| BP | BP PLC | $174.52万 | 0.08% | 37,132 | -1,133 | -3.0% | -$5.33万 | 减仓 |
| O | REALTY INCOME CORP | $173.78万 | 0.08% | 28,404 | -2,400 | -7.8% | -$14.68万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $173.44万 | 0.08% | 18,698 | -911 | -4.6% | -$8.45万 | 减仓 |
| MDT | MEDTRONIC PLC | $173.14万 | 0.08% | 19,981 | -2,050 | -9.3% | -$17.76万 | 减仓 |
| GEV | GE VERNOVA INC | $172.58万 | 0.08% | 1,977 | 146 | 8.0% | $12.74万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $172.50万 | 0.08% | 28,764 | 1,411 | 5.2% | $8.46万 | 加仓 |
| USB | US BANCORP | $170.96万 | 0.08% | 32,871 | 1,193 | 3.8% | $6.20万 | 加仓 |
| SPGI | S&P GLOBAL INC | $168.24万 | 0.07% | 3,955 | -494 | -11.1% | -$21.01万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $166.27万 | 0.07% | 13,542 | 1,319 | 10.8% | $16.19万 | 加仓 |
| CB | CHUBB LTD SWITZ | $165.84万 | 0.07% | 5,088 | 378 | 8.0% | $12.32万 | 加仓 |
| ILCG | ISHARES TR | $164.54万 | 0.07% | 17,233 | -76 | -0.4% | -$7,256 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $163.36万 | 0.07% | 1,931 | -384 | -16.6% | -$32.49万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $161.43万 | 0.07% | 36,033 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $160.55万 | 0.07% | 7,892 | 730 | 10.2% | $14.85万 | 加仓 |
| VV | VANGUARD INDEX FDS | $159.60万 | 0.07% | 5,341 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $157.02万 | 0.07% | 14,305 | -112 | -0.8% | -$1.23万 | 减仓 |
| TMUS | T-MOBILE US INC | $156.05万 | 0.07% | 7,430 | -1,242 | -14.3% | -$26.09万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $156.01万 | 0.07% | 4,618 | 737 | 19.0% | $24.90万 | 加仓 |
| CSX | CSX CORP | $154.83万 | 0.07% | 37,717 | -3,551 | -8.6% | -$14.58万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $154.05万 | 0.07% | 10,531 | 2,656 | 33.7% | $38.85万 | 加仓 |
| — | OHIO VY BANC CORP | $152.41万 | 0.07% | 34,749 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $150.83万 | 0.07% | 16,058 | -162 | -1.0% | -$1.52万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $150.24万 | 0.07% | 49,965 | 3,589 | 7.7% | $10.79万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $147.23万 | 0.07% | 33,249 | -331 | -1.0% | -$1.47万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $144.10万 | 0.06% | 10,589 | -2,570 | -19.5% | -$34.97万 | 减仓 |
| KLAC | KLA CORP | $143.71万 | 0.06% | 976 | 22 | 2.3% | $3.24万 | 加仓 |
| ASML | ASML HLDG NV | $143.05万 | 0.06% | 1,083 | 450 | 71.1% | $59.44万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $142.80万 | 0.06% | 9,075 | 15 | 0.2% | $2,360 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $141.77万 | 0.06% | 22,618 | 192 | 0.9% | $1.20万 | 加仓 |
| PFE | PFIZER INC | $141.02万 | 0.06% | 50,219 | -11,754 | -19.0% | -$33.01万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $139.93万 | 0.06% | 30,937 | -2,580 | -7.7% | -$11.67万 | 减仓 |
| DVY | ISHARES TR | $139.83万 | 0.06% | 9,235 | -25 | -0.3% | -$3,785 | 减仓 |
| F | FORD MTR CO | $139.63万 | 0.06% | 120,992 | 5,526 | 4.8% | $6.38万 | 加仓 |