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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $138.65万 | 0.06% | 13,504 | -238 | -1.7% | -$2.44万 | 减仓 |
| AOM | ISHARES TR | $137.51万 | 0.06% | 29,028 | 1,042 | 3.7% | $4.94万 | 加仓 |
| EXC | EXELON CORP | $134.72万 | 0.06% | 27,482 | 1,032 | 3.9% | $5.06万 | 加仓 |
| HDV | ISHARES TR | $130.78万 | 0.06% | 9,636 | 1 | 0.0% | $136 | 加仓 |
| ORCL | ORACLE CORP | $130.62万 | 0.06% | 8,879 | -1,256 | -12.4% | -$18.48万 | 减仓 |
| BX | BLACKSTONE INC | $130.60万 | 0.06% | 11,358 | 599 | 5.6% | $6.89万 | 加仓 |
| MKC | MCCORMICK & CO INC | $129.51万 | 0.06% | 25,677 | -4,829 | -15.8% | -$24.36万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $129.46万 | 0.06% | 18,959 | 454 | 2.5% | $3.10万 | 加仓 |
| SO | SOUTHERN CO | $128.62万 | 0.06% | 13,326 | 28 | 0.2% | $2,703 | 加仓 |
| LIN | LINDE PLC | $128.32万 | 0.06% | 2,588 | -1,774 | -40.7% | -$87.96万 | 减仓 |
| GSK | GSK PLC | $125.47万 | 0.06% | 22,735 | 241 | 1.1% | $1.33万 | 加仓 |
| ETN | EATON CORP PLC | $125.15万 | 0.06% | 3,499 | 133 | 4.0% | $4.76万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $124.97万 | 0.06% | 15,309 | -179 | -1.2% | -$1.46万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $124.48万 | 0.06% | 10,210 | -294 | -2.8% | -$3.58万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $124.19万 | 0.06% | 5,422 | -219 | -3.9% | -$5.02万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $124.07万 | 0.06% | 2,053 | 118 | 6.1% | $7.13万 | 加仓 |
| CCJ | CAMECO CORP | $119.58万 | 0.05% | 11,010 | 168 | 1.5% | $1.82万 | 加仓 |
| SONY | SONY GROUP CORP | $118.66万 | 0.05% | 57,324 | -5,454 | -8.7% | -$11.29万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $117.98万 | 0.05% | 23,687 | -991 | -4.0% | -$4.94万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $116.79万 | 0.05% | 6,402 | -475 | -6.9% | -$8.67万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $116.40万 | 0.05% | 20,601 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $116.17万 | 0.05% | 17,049 | -4,095 | -19.4% | -$27.90万 | 减仓 |
| MO | ALTRIA GROUP INC | $115.72万 | 0.05% | 17,536 | -6,125 | -25.9% | -$40.42万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $115.66万 | 0.05% | 6,722 | 35 | 0.5% | $6,022 | 加仓 |
| VBK | VANGUARD INDEX FDS | $113.27万 | 0.05% | 3,748 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $113.23万 | 0.05% | 12,339 | 1,420 | 13.0% | $13.03万 | 加仓 |
| FE | FIRSTENERGY CORP | $110.94万 | 0.05% | 21,899 | 64 | 0.3% | $3,242 | 加仓 |
| BLK | BLACKROCK INC | $110.79万 | 0.05% | 1,152 | 113 | 10.9% | $10.87万 | 加仓 |
| COP | CONOCOPHILLIPS | $110.35万 | 0.05% | 8,360 | 401 | 5.0% | $5.29万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $107.31万 | 0.05% | 2,739 | -552 | -16.8% | -$21.63万 | 减仓 |
| GE | GE AEROSPACE | $107.11万 | 0.05% | 3,774 | 192 | 5.4% | $5.45万 | 加仓 |
| IUSG | ISHARES TR | $106.99万 | 0.05% | 6,897 | -1,210 | -14.9% | -$18.77万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $106.43万 | 0.05% | 11,459 | -2,457 | -17.7% | -$22.82万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $105.74万 | 0.05% | 12,899 | -25,781 | -66.7% | -$211.35万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $105.69万 | 0.05% | 3,785 | 83 | 2.2% | $2.32万 | 加仓 |
| EEM | ISHARES TR | $105.60万 | 0.05% | 18,594 | 3,396 | 22.3% | $19.29万 | 加仓 |
| PWR | QUANTA SVCS INC | $105.41万 | 0.05% | 1,920 | -413 | -17.7% | -$22.67万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $105.30万 | 0.05% | 36,212 | -1,575 | -4.2% | -$4.58万 | 减仓 |
| AMAT | APPLIED MATLS INC | $105.24万 | 0.05% | 3,079 | 236 | 8.3% | $8.07万 | 加仓 |
| DE | DEERE & CO | $104.80万 | 0.05% | 1,860 | -32 | -1.7% | -$1.80万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $104.56万 | 0.05% | 7,985 | -7,012 | -46.8% | -$91.82万 | 减仓 |
| NWG | NATWEST GROUP PLC | $104.34万 | 0.05% | 70,026 | 70,026 | — | $104.34万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $104.24万 | 0.05% | 2,837 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $104.07万 | 0.05% | 13,073 | 570 | 4.6% | $4.54万 | 加仓 |
| MS | MORGAN STANLEY | $101.56万 | 0.05% | 6,171 | 1,643 | 36.3% | $27.04万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $101.14万 | 0.04% | 5,831 | -6,883 | -54.1% | -$119.39万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $100.99万 | 0.04% | 10,338 | 66 | 0.6% | $6,448 | 加仓 |
| — | ISHARES TR | $100.46万 | 0.04% | 34,059 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $98.99万 | 0.04% | 4,570 | -4,957 | -52.0% | -$107.37万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $98.57万 | 0.04% | 10,678 | -346 | -3.1% | -$3.19万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $97.14万 | 0.04% | 9,727 | -163 | -1.6% | -$1.63万 | 减仓 |
| ES | EVERSOURCE ENERGY | $95.68万 | 0.04% | 13,810 | 2,340 | 20.4% | $16.21万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $95.14万 | 0.04% | 36,426 | 727 | 2.0% | $1.90万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $94.72万 | 0.04% | 7,756 | -2,877 | -27.1% | -$35.13万 | 减仓 |
| BOND | PIMCO ETF TR | $94.55万 | 0.04% | 10,246 | 468 | 4.8% | $4.32万 | 加仓 |
| — | HONEYWELL INTL INC | $93.50万 | 0.04% | 4,137 | 562 | 15.7% | $12.70万 | 加仓 |
| D | DOMINION ENERGY INC | $92.93万 | 0.04% | 15,033 | 1,218 | 8.8% | $7.53万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $92.78万 | 0.04% | 16,711 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $92.73万 | 0.04% | 6,342 | 76 | 1.2% | $1.11万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $91.71万 | 0.04% | 16,760 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $90.76万 | 0.04% | 2,644 | 107 | 4.2% | $3.67万 | 加仓 |
| KR | KROGER CO | $90.17万 | 0.04% | 12,461 | -15,059 | -54.7% | -$108.97万 | 减仓 |
| LOW | LOWES COS INC | $89.98万 | 0.04% | 3,808 | -67 | -1.7% | -$1.58万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $89.51万 | 0.04% | 14,612 | -157 | -1.1% | -$9,618 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $88.58万 | 0.04% | 10,943 | -3,943 | -26.5% | -$31.92万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $87.27万 | 0.04% | 9,046 | -11,360 | -55.7% | -$109.59万 | 减仓 |
| XEL | XCEL ENERGY INC | $86.93万 | 0.04% | 10,943 | 436 | 4.1% | $3.46万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $86.89万 | 0.04% | 2,085 | -112 | -5.1% | -$4.67万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $86.45万 | 0.04% | 3,751 | 119 | 3.3% | $2.74万 | 加仓 |
| VB | VANGUARD INDEX FDS | $85.99万 | 0.04% | 3,283 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $85.51万 | 0.04% | 8,179 | 2,439 | 42.5% | $25.50万 | 加仓 |
| USMV | ISHARES TR | $85.51万 | 0.04% | 9,220 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $85.50万 | 0.04% | 6,767 | 603 | 9.8% | $7.62万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $85.26万 | 0.04% | 16,914 | -2,741 | -13.9% | -$13.82万 | 减仓 |
| SHOP | SHOPIFY INC | $82.73万 | 0.04% | 6,974 | 171 | 2.5% | $2.03万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $81.39万 | 0.04% | 10,838 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $81.28万 | 0.04% | 7,181 | 1,072 | 17.5% | $12.13万 | 加仓 |
| PLD | PROLOGIS INC. | $80.31万 | 0.04% | 6,076 | 814 | 15.5% | $10.76万 | 加仓 |
| WELL | WELLTOWER INC | $80.07万 | 0.04% | 4,050 | 338 | 9.1% | $6.68万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $78.92万 | 0.04% | 19,661 | 1,716 | 9.6% | $6.89万 | 加仓 |
| TFC | TRUIST FINL CORP | $78.52万 | 0.03% | 17,080 | 584 | 3.5% | $2.68万 | 加仓 |
| SHY | ISHARES TR | $77.97万 | 0.03% | 9,443 | 1,250 | 15.3% | $10.32万 | 加仓 |
| BG | BUNGE GLOBAL SA | $76.04万 | 0.03% | 5,978 | 2,321 | 63.5% | $29.52万 | 加仓 |
| COPX | GLOBAL X FDS | $75.55万 | 0.03% | 9,895 | 2,890 | 41.3% | $22.07万 | 加仓 |
| IUSB | ISHARES TR | $75.27万 | 0.03% | 16,296 | 800 | 5.2% | $3.70万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $74.95万 | 0.03% | 2,292 | 777 | 51.3% | $25.41万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $74.78万 | 0.03% | 12,509 | -3,313 | -20.9% | -$19.81万 | 减仓 |
| — | ISHARES TR | $74.61万 | 0.03% | 30,855 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $72.89万 | 0.03% | 14,580 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $72.83万 | 0.03% | 16,503 | -1,425 | -7.9% | -$6.29万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $72.66万 | 0.03% | 14,517 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $72.36万 | 0.03% | 2,720 | 147 | 5.7% | $3.91万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $72.29万 | 0.03% | 11,520 | -424 | -3.5% | -$2.66万 | 减仓 |
| CI | THE CIGNA GROUP | $72.14万 | 0.03% | 2,705 | 151 | 5.9% | $4.03万 | 加仓 |
| PGR | PROGRESSIVE CORP | $71.97万 | 0.03% | 3,631 | 74 | 2.1% | $1.47万 | 加仓 |
| SYK | STRYKER CORPORATION | $71.90万 | 0.03% | 2,188 | 96 | 4.6% | $3.15万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $71.54万 | 0.03% | 1,100 | 1,100 | — | $71.54万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $71.21万 | 0.03% | 3,422 | 314 | 10.1% | $6.53万 | 加仓 |
| ET | ENERGY TRANSFER L P | $71.19万 | 0.03% | 36,888 | 2,939 | 8.7% | $5.67万 | 加仓 |
| AME | AMETEK INC | $71.03万 | 0.03% | 3,314 | 10 | 0.3% | $2,143 | 加仓 |