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 |
|---|---|---|---|---|---|---|---|---|
| VTWG | VANGUARD SCOTTSDALE FDS | $154.09万 | 0.06% | 5,356 | -66 | -1.2% | -$1.90万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $153.25万 | 0.06% | 32,349 | -900 | -2.7% | -$4.26万 | 减仓 |
| ETN | EATON CORP PLC | $152.64万 | 0.06% | 3,582 | 83 | 2.4% | $3.54万 | 加仓 |
| — | OHIO VY BANC CORP | $150.91万 | 0.06% | 34,749 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $150.84万 | 0.06% | 20,964 | 3,428 | 19.5% | $24.66万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $149.94万 | 0.06% | 49,965 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $149.78万 | 0.06% | 33,470 | -2,563 | -7.1% | -$11.47万 | 减仓 |
| MDT | MEDTRONIC PLC | $148.33万 | 0.06% | 18,961 | -1,020 | -5.1% | -$7.98万 | 减仓 |
| ORCL | ORACLE CORP | $146.92万 | 0.06% | 10,025 | 1,146 | 12.9% | $16.79万 | 加仓 |
| EEM | ISHARES TR | $145.34万 | 0.05% | 21,246 | 2,652 | 14.3% | $18.14万 | 加仓 |
| MS | MORGAN STANLEY | $144.33万 | 0.05% | 6,904 | 733 | 11.9% | $15.32万 | 加仓 |
| BP | BP PLC | $142.15万 | 0.05% | 38,470 | 1,338 | 3.6% | $4.94万 | 加仓 |
| DVY | ISHARES TR | $141.72万 | 0.05% | 9,067 | -168 | -1.8% | -$2.63万 | 减仓 |
| CME | CME GROUP INC | $141.18万 | 0.05% | 6,393 | -1,408 | -18.0% | -$31.09万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $140.43万 | 0.05% | 10,040 | -170 | -1.7% | -$2.38万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $137.79万 | 0.05% | 10,472 | -117 | -1.1% | -$1.54万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $137.27万 | 0.05% | 3,754 | 6 | 0.2% | $2,194 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $136.43万 | 0.05% | 14,973 | -336 | -2.2% | -$3.06万 | 减仓 |
| SO | SOUTHERN CO | $134.50万 | 0.05% | 14,053 | 727 | 5.5% | $6.96万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $133.58万 | 0.05% | 30,935 | -2 | -0.0% | -$86 | 减仓 |
| HDV | ISHARES TR | $132.48万 | 0.05% | 48,334 | 154 | 0.3% | $4,221 | 加仓 |
| IUSG | ISHARES TR | $131.35万 | 0.05% | 6,983 | 86 | 1.2% | $1.62万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $131.23万 | 0.05% | 3,300 | -801 | -19.5% | -$31.85万 | 减仓 |
| AOM | ISHARES TR | $131.13万 | 0.05% | 26,284 | -2,744 | -9.5% | -$13.69万 | 减仓 |
| EXC | EXELON CORP | $130.62万 | 0.05% | 28,019 | 537 | 2.0% | $2.50万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $129.79万 | 0.05% | 42,977 | 6,551 | 18.0% | $19.78万 | 加仓 |
| TMUS | T-MOBILE US INC | $128.71万 | 0.05% | 7,674 | 244 | 3.3% | $4.09万 | 加仓 |
| BX | BLACKSTONE INC | $127.79万 | 0.05% | 10,860 | -498 | -4.4% | -$5.86万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $127.43万 | 0.05% | 35,271 | -941 | -2.6% | -$3.40万 | 减仓 |
| MGK | VANGUARD WORLD FD | $126.37万 | 0.05% | 14,375 | 190 | 1.3% | $1.67万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $125.26万 | 0.05% | 13,805 | 301 | 2.2% | $2.73万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $123.50万 | 0.05% | 20,601 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $122.98万 | 0.05% | 11,830 | 3,470 | 41.5% | $36.07万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $121.19万 | 0.05% | 10,387 | -144 | -1.4% | -$1.68万 | 减仓 |
| WFC | WELLS FARGO & CO | $118.30万 | 0.04% | 14,315 | 1,242 | 9.5% | $10.26万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $117.99万 | 0.04% | 6,849 | 5,133 | 299.1% | $88.43万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $117.61万 | 0.04% | 2,309 | 256 | 12.5% | $13.04万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $117.35万 | 0.04% | 2,720 | -1,712 | -38.6% | -$73.86万 | 重新持有 |
| SCCO | SOUTHERN COPPER CORP | $116.29万 | 0.04% | 6,673 | -49 | -0.7% | -$8,539 | 减仓 |
| BLK | BLACKROCK INC | $115.87万 | 0.04% | 1,205 | 53 | 4.6% | $5.10万 | 加仓 |
| NWG | NATWEST GROUP PLC | $115.35万 | 0.04% | 65,428 | -4,598 | -6.6% | -$8.11万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $114.83万 | 0.04% | 23,068 | -619 | -2.6% | -$3.08万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $114.44万 | 0.04% | 2,330 | 245 | 11.8% | $12.03万 | 加仓 |
| XEL | XCEL ENERGY INC | $114.11万 | 0.04% | 14,211 | 3,268 | 29.9% | $26.24万 | 加仓 |
| WELL | WELLTOWER INC | $112.60万 | 0.04% | 4,961 | 911 | 22.5% | $20.68万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $111.80万 | 0.04% | 12,738 | 1,279 | 11.2% | $11.23万 | 加仓 |
| CCJ | CAMECO CORP | $111.70万 | 0.04% | 10,966 | -44 | -0.4% | -$4,482 | 减仓 |
| ES | EVERSOURCE ENERGY | $111.38万 | 0.04% | 15,412 | 1,602 | 11.6% | $11.58万 | 加仓 |
| SNDK | SANDISK CORP | $111.19万 | 0.04% | 489 | 171 | 53.8% | $38.88万 | 加仓 |
| PFE | PFIZER INC | $108.09万 | 0.04% | 44,889 | -5,330 | -10.6% | -$12.83万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $106.98万 | 0.04% | 3,979 | 228 | 6.1% | $6.13万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $106.86万 | 0.04% | 3,017 | 373 | 14.1% | $13.21万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $106.75万 | 0.04% | 4,650 | 80 | 1.8% | $1.84万 | 加仓 |
| FE | FIRSTENERGY CORP | $106.32万 | 0.04% | 22,364 | 465 | 2.1% | $2.21万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $106.00万 | 0.04% | 9,581 | 2,400 | 33.4% | $26.55万 | 加仓 |
| SLV | ISHARES SILVER TR | $104.66万 | 0.04% | 19,574 | 2,525 | 14.8% | $13.50万 | 加仓 |
| D | DOMINION ENERGY INC | $104.45万 | 0.04% | 15,295 | 262 | 1.7% | $1.79万 | 加仓 |
| EOG | EOG RES INC | $104.35万 | 0.04% | 8,043 | 3,832 | 91.0% | $49.71万 | 加仓 |
| GDX | VANECK ETF TRUST | $104.17万 | 0.04% | 13,806 | 1,467 | 11.9% | $11.07万 | 加仓 |
| VB | VANGUARD INDEX FDS | $103.95万 | 0.04% | 3,429 | 146 | 4.4% | $4.43万 | 加仓 |
| SONY | SONY GROUP CORP | $103.62万 | 0.04% | 51,655 | -5,669 | -9.9% | -$11.37万 | 减仓 |
| PLD | PROLOGIS INC. | $102.65万 | 0.04% | 7,577 | 1,501 | 24.7% | $20.33万 | 加仓 |
| MKC | MCCORMICK & CO INC | $101.04万 | 0.04% | 20,041 | -5,636 | -21.9% | -$28.42万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $100.75万 | 0.04% | 9,178 | 132 | 1.5% | $1.45万 | 加仓 |
| PGR | PROGRESSIVE CORP | $100.37万 | 0.04% | 4,595 | 964 | 26.5% | $21.06万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $100.24万 | 0.04% | 9,727 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $99.61万 | 0.04% | 11,991 | -908 | -7.0% | -$7.54万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $99.52万 | 0.04% | 7,862 | -123 | -1.5% | -$1.56万 | 减仓 |
| PAYX | PAYCHEX INC | $97.19万 | 0.04% | 9,884 | 2,743 | 38.4% | $26.97万 | 加仓 |
| XVV | ISHARES TR | $96.91万 | 0.04% | 17,064 | 2,995 | 21.3% | $17.01万 | 加仓 |
| DAL | DELTA AIR LINES INC | $96.67万 | 0.04% | 10,321 | 2,030 | 24.5% | $19.01万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $96.47万 | 0.04% | 11,887 | 944 | 8.6% | $7.66万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $96.07万 | 0.04% | 3,868 | 83 | 2.2% | $2.06万 | 加仓 |
| DTE | DTE ENERGY CO | $95.66万 | 0.04% | 6,278 | -64 | -1.0% | -$9,752 | 减仓 |
| ADI | ANALOG DEVICES INC | $95.04万 | 0.04% | 2,393 | 486 | 25.5% | $19.30万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $94.63万 | 0.04% | 1,240 | 365 | 41.7% | $27.85万 | 加仓 |
| VGT | VANGUARD WORLD FD | $94.47万 | 0.04% | 7,904 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $94.47万 | 0.04% | 1,479 | 474 | 47.2% | $30.28万 | 加仓 |
| — | ISHARES TR | $93.72万 | 0.04% | 32,207 | -1,852 | -5.4% | -$5.39万 | 减仓 |
| BOND | PIMCO ETF TR | $93.65万 | 0.04% | 10,156 | -90 | -0.9% | -$8,299 | 减仓 |
| UNM | UNUM GROUP | $93.20万 | 0.04% | 10,425 | 2,268 | 27.8% | $20.28万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $92.61万 | 0.04% | 3,761 | 339 | 9.9% | $8.35万 | 加仓 |
| AME | AMETEK INC | $92.34万 | 0.03% | 3,817 | 503 | 15.2% | $12.17万 | 加仓 |
| AZN | ASTRAZENECA PLC | $90.30万 | 0.03% | 4,762 | 2,088 | 78.1% | $39.59万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $89.40万 | 0.03% | 22,189 | 2,528 | 12.9% | $10.19万 | 加仓 |
| SHOP | SHOPIFY INC | $89.03万 | 0.03% | 7,797 | 823 | 11.8% | $9.40万 | 加仓 |
| USMV | ISHARES TR | $88.98万 | 0.03% | 9,225 | 5 | 0.1% | $482 | 加仓 |
| IUSB | ISHARES TR | $88.76万 | 0.03% | 19,234 | 2,938 | 18.0% | $13.56万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $87.87万 | 0.03% | 15,192 | 9,658 | 174.5% | $55.86万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $87.66万 | 0.03% | 8,133 | 1,212 | 17.5% | $13.06万 | 加仓 |
| TFC | TRUIST FINL CORP | $86.15万 | 0.03% | 17,292 | 212 | 1.2% | $1.06万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $84.81万 | 0.03% | 14,245 | -2,515 | -15.0% | -$14.97万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $84.38万 | 0.03% | 6,781 | -2,748 | -28.8% | -$34.20万 | 减仓 |
| CI | THE CIGNA GROUP | $83.35万 | 0.03% | 3,024 | 319 | 11.8% | $8.79万 | 加仓 |
| CMI | CUMMINS INC | $82.59万 | 0.03% | 1,158 | 89 | 8.3% | $6.35万 | 加仓 |
| DIS | DISNEY WALT CO | $82.52万 | 0.03% | 8,573 | 1,539 | 21.9% | $14.81万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $82.38万 | 0.03% | 14,614 | 859 | 6.2% | $4.84万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $82.14万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $81.76万 | 0.03% | 25,575 | 4,701 | 22.5% | $15.03万 | 加仓 |
| ECL | ECOLAB INC | $80.22万 | 0.03% | 2,879 | 159 | 5.8% | $4.43万 | 加仓 |