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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $427.64万 | 0.16% | 23,638 | 2,138 | 9.9% | $38.68万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $427.63万 | 0.16% | 19,623 | -62 | -0.3% | -$1.35万 | 减仓 |
| EWC | ISHARES INC | $418.11万 | 0.16% | 72,538 | 574 | 0.8% | $3.31万 | 加仓 |
| EWJ | ISHARES INC | $414.45万 | 0.16% | 44,435 | 333 | 0.8% | $3.11万 | 加仓 |
| CAT | CATERPILLAR INC | $410.87万 | 0.16% | 3,858 | -396 | -9.3% | -$42.17万 | 减仓 |
| IDEV | ISHARES TR | $403.76万 | 0.15% | 45,361 | 1,650 | 3.8% | $14.69万 | 加仓 |
| IJH | ISHARES TR | $390.30万 | 0.15% | 50,616 | -3,405 | -6.3% | -$26.26万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $386.14万 | 0.15% | 10,435 | -213 | -2.0% | -$7.88万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $383.59万 | 0.15% | 26,158 | 1,968 | 8.1% | $28.86万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $383.56万 | 0.15% | 30,010 | -2,118 | -6.6% | -$27.07万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.14% | 5 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $370.04万 | 0.14% | 5,388 | -185 | -3.3% | -$12.71万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $361.94万 | 0.14% | 85,484 | -686 | -0.8% | -$2.90万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $356.41万 | 0.13% | 199,335 | -5,709 | -2.8% | -$10.21万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $351.53万 | 0.13% | 80,812 | 3,154 | 4.1% | $13.72万 | 加仓 |
| MRK | MERCK & CO INC | $349.29万 | 0.13% | 27,182 | 1,550 | 6.0% | $19.92万 | 加仓 |
| ITOT | ISHARES TR | $348.58万 | 0.13% | 21,220 | -756 | -3.4% | -$12.42万 | 减仓 |
| BILS | SPDR SERIES TRUST | $345.43万 | 0.13% | 34,759 | -9,951 | -22.3% | -$98.89万 | 减仓 |
| SHYG | ISHARES TR | $341.93万 | 0.13% | 80,626 | 968 | 1.2% | $4.11万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $338.75万 | 0.13% | 26,812 | -829 | -3.0% | -$10.47万 | 减仓 |
| KLAC | KLA CORP | $333.48万 | 0.13% | 11,053 | 1,293 | 13.2% | $39.01万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $332.64万 | 0.13% | 45,312 | -11,399 | -20.1% | -$83.68万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $330.46万 | 0.13% | 9,770 | 593 | 6.5% | $20.06万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $326.57万 | 0.12% | 33,845 | 790 | 2.4% | $7.62万 | 加仓 |
| WSO | WATSCO INC | $325.80万 | 0.12% | 7,818 | -287 | -3.5% | -$11.96万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $323.46万 | 0.12% | 3,307 | 159 | 5.1% | $15.55万 | 加仓 |
| IWB | ISHARES TR | $318.81万 | 0.12% | 7,785 | 1,381 | 21.6% | $56.55万 | 加仓 |
| MPC | MARATHON PETE CORP | $317.77万 | 0.12% | 12,429 | -560 | -4.3% | -$14.32万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $317.74万 | 0.12% | 6,187 | 62 | 1.0% | $3.18万 | 加仓 |
| WM | WASTE MGMT INC DEL | $314.06万 | 0.12% | 14,091 | -136 | -1.0% | -$3.03万 | 减仓 |
| ACWX | ISHARES TR | $312.23万 | 0.12% | 41,024 | 151 | 0.4% | $1.15万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $311.54万 | 0.12% | 26,680 | -152 | -0.6% | -$1.77万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $302.88万 | 0.11% | 34,465 | 8,057 | 30.5% | $70.80万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $299.57万 | 0.11% | 26,913 | 2,297 | 9.3% | $25.57万 | 加仓 |
| GEV | GE VERNOVA INC | $291.50万 | 0.11% | 2,481 | 504 | 25.5% | $59.22万 | 加仓 |
| TJX | TJX COS INC NEW | $289.37万 | 0.11% | 19,100 | -1,005 | -5.0% | -$15.23万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $289.35万 | 0.11% | 2,998 | 259 | 9.5% | $25.00万 | 加仓 |
| INTC | INTEL CORP | $288.76万 | 0.11% | 20,681 | 4,178 | 25.3% | $58.34万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $284.23万 | 0.11% | 23,858 | -822 | -3.3% | -$9.79万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $278.94万 | 0.11% | 6,711 | 245 | 3.8% | $10.18万 | 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 |
| ASML | ASML HLDG NV | $276.13万 | 0.10% | 1,388 | 305 | 28.2% | $60.68万 | 加仓 |
| AMAT | APPLIED MATLS INC | $275.17万 | 0.10% | 3,806 | 727 | 23.6% | $52.56万 | 加仓 |
| SAP | SAP SE | $268.64万 | 0.10% | 17,432 | -413 | -2.3% | -$6.36万 | 减仓 |
| C | CITIGROUP INC | $266.30万 | 0.10% | 19,027 | 1,306 | 7.4% | $18.28万 | 加仓 |
| ISCV | ISHARES TR | $261.64万 | 0.10% | 33,407 | -1,230 | -3.6% | -$9.63万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $259.87万 | 0.10% | 18,995 | 2,056 | 12.1% | $28.13万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $259.06万 | 0.10% | 49,496 | 967 | 2.0% | $5.06万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $257.78万 | 0.10% | 39,947 | -210 | -0.5% | -$1.36万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $255.37万 | 0.10% | 12,923 | -553 | -4.1% | -$10.93万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $247.98万 | 0.09% | 40,152 | -2,170 | -5.1% | -$13.40万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $245.16万 | 0.09% | 10,947 | -525 | -4.6% | -$11.76万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $242.81万 | 0.09% | 32,419 | -62 | -0.2% | -$4,644 | 减仓 |
| RSG | REPUBLIC SVCS INC | $242.75万 | 0.09% | 11,393 | -606 | -5.1% | -$12.91万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $242.21万 | 0.09% | 8,262 | -449 | -5.2% | -$13.16万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $234.98万 | 0.09% | 27,279 | -483 | -1.7% | -$4.16万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $234.98万 | 0.09% | 6,027 | -31 | -0.5% | -$1.21万 | 减仓 |
| WMB | WILLIAMS COS INC | $232.98万 | 0.09% | 31,340 | 3,296 | 11.8% | $24.50万 | 加仓 |
| BIL | SPDR SERIES TRUST | $221.43万 | 0.08% | 24,163 | -17,691 | -42.3% | -$162.12万 | 减仓 |
| EWU | ISHARES TR | $221.14万 | 0.08% | 47,928 | 969 | 2.1% | $4.47万 | 加仓 |
| HYG | ISHARES TR | $219.49万 | 0.08% | 27,447 | 756 | 2.8% | $6.05万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $219.29万 | 0.08% | 31,296 | 2,532 | 8.8% | $17.74万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $215.62万 | 0.08% | 2,132 | 201 | 10.4% | $20.33万 | 加仓 |
| T | AT&T INC | $214.93万 | 0.08% | 103,830 | 9,704 | 10.3% | $20.09万 | 加仓 |
| DON | WISDOMTREE TR | $213.22万 | 0.08% | 37,725 | -336 | -0.9% | -$1.90万 | 减仓 |
| RTX | RTX CORPORATION | $212.95万 | 0.08% | 11,224 | 1,631 | 17.0% | $30.95万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $212.72万 | 0.08% | 12,522 | -1,020 | -7.5% | -$17.33万 | 减仓 |
| CTAS | CINTAS CORP | $210.53万 | 0.08% | 12,378 | 99 | 0.8% | $1.68万 | 加仓 |
| USB | US BANCORP | $204.70万 | 0.08% | 33,891 | 1,020 | 3.1% | $6.16万 | 加仓 |
| EIX | EDISON INTL | $203.90万 | 0.08% | 27,387 | 1,001 | 3.8% | $7.45万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $200.78万 | 0.08% | 26,498 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $199.25万 | 0.08% | 17,027 | -206 | -1.2% | -$2.41万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $198.61万 | 0.08% | 22,104 | -514 | -2.3% | -$4.62万 | 减仓 |
| O | REALTY INCOME CORP | $197.74万 | 0.07% | 31,914 | 3,510 | 12.4% | $21.75万 | 加仓 |
| NDAQ | NASDAQ INC | $197.34万 | 0.07% | 25,037 | -2,394 | -8.7% | -$18.87万 | 减仓 |
| SHEL | SHELL PLC | $196.06万 | 0.07% | 25,286 | 1,416 | 5.9% | $10.98万 | 加仓 |
| CVX | CHEVRON CORPORATION | $193.82万 | 0.07% | 11,693 | -424 | -3.5% | -$7.03万 | 减仓 |
| TRI | THOMSON REUTERS CORP | $193.70万 | 0.07% | 23,717 | -3,640 | -13.3% | -$29.73万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $193.05万 | 0.07% | 4,455 | 1,259 | 39.4% | $54.56万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $190.79万 | 0.07% | 3,806 | -875 | -18.7% | -$43.86万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $187.41万 | 0.07% | 10,123 | 1,048 | 11.5% | $19.40万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $185.34万 | 0.07% | 30,156 | 13,445 | 80.5% | $82.63万 | 加仓 |
| CSX | CSX CORP | $185.31万 | 0.07% | 38,988 | 1,271 | 3.4% | $6.04万 | 加仓 |
| EPP | ISHARES INC | $184.09万 | 0.07% | 34,565 | 1,071 | 3.2% | $5.70万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $182.19万 | 0.07% | 22,475 | 3,516 | 18.5% | $28.50万 | 加仓 |
| PEP | PEPSICO INC | $178.63万 | 0.07% | 13,193 | -221 | -1.6% | -$2.99万 | 减仓 |
| CB | CHUBB LIMITED | $176.57万 | 0.07% | 5,182 | 94 | 1.8% | $3.20万 | 加仓 |
| GE | GE AEROSPACE | $175.38万 | 0.07% | 4,693 | 919 | 24.4% | $34.34万 | 加仓 |
| APH | AMPHENOL CORP | $172.40万 | 0.07% | 9,778 | 3,011 | 44.5% | $53.09万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $171.74万 | 0.06% | 5,036 | 1,091 | 27.7% | $37.21万 | 加仓 |
| LIN | LINDE PLC | $171.17万 | 0.06% | 3,299 | 711 | 27.5% | $36.89万 | 加仓 |
| F | FORD MTR CO | $169.41万 | 0.06% | 121,878 | 886 | 0.7% | $1.23万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $168.99万 | 0.06% | 13,806 | -499 | -3.5% | -$6.11万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $166.27万 | 0.06% | 17,703 | -995 | -5.3% | -$9.35万 | 减仓 |
| GSK | GSK PLC | $163.88万 | 0.06% | 31,262 | 8,527 | 37.5% | $44.70万 | 加仓 |
| NFLX | NETFLIX INC. | $163.56万 | 0.06% | 22,907 | 713 | 3.2% | $5.09万 | 加仓 |
| SMB | VANECK ETF TRUST | $162.02万 | 0.06% | 93,383 | -9,776 | -9.5% | -$16.96万 | 减仓 |
| EMB | ISHARES TR | $160.48万 | 0.06% | 16,640 | 582 | 3.6% | $5.61万 | 加仓 |
| SPGI | S&P GLOBAL INC | $159.50万 | 0.06% | 3,917 | -38 | -1.0% | -$1.55万 | 减仓 |
| PWR | QUANTA SVCS INC | $154.59万 | 0.06% | 2,147 | 227 | 11.8% | $16.34万 | 加仓 |