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 |
|---|---|---|---|---|---|---|---|---|
| NI | NISOURCE INC | $70.59万 | 0.03% | 15,128 | -7,137 | -32.1% | -$33.30万 | 减仓 |
| ETR | ENTERGY CORP NEW | $70.57万 | 0.03% | 6,281 | 60 | 1.0% | $6,742 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $69.99万 | 0.03% | 20,874 | 1,558 | 8.1% | $5.22万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $69.45万 | 0.03% | 19,227 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $69.25万 | 0.03% | 14,069 | 14,069 | — | $69.25万 | 新建仓 |
| EQIX | EQUINIX INC | $69.01万 | 0.03% | 704 | 88 | 14.3% | $8.63万 | 加仓 |
| VGT | VANGUARD WORLD FD | $68.93万 | 0.03% | 988 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $68.80万 | 0.03% | 795 | 7 | 0.9% | $6,058 | 加仓 |
| LRCX | LAM RESEARCH CORP | $68.29万 | 0.03% | 3,196 | 678 | 26.9% | $14.49万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $67.85万 | 0.03% | 23,291 | 20 | 0.1% | $583 | 加仓 |
| DIS | DISNEY WALT CO | $67.79万 | 0.03% | 7,034 | -1,953 | -21.7% | -$18.82万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $67.47万 | 0.03% | 14,548 | -73 | -0.5% | -$3,386 | 减仓 |
| PAYX | PAYCHEX INC | $65.79万 | 0.03% | 7,141 | 2 | 0.0% | $184 | 加仓 |
| GLDM | WORLD GOLD TR | $65.42万 | 0.03% | 7,058 | -3,215 | -31.3% | -$29.80万 | 减仓 |
| AMGN | AMGEN INC | $64.71万 | 0.03% | 1,839 | 56 | 3.1% | $1.97万 | 加仓 |
| WPC | WP CAREY INC | $64.51万 | 0.03% | 9,492 | 308 | 3.4% | $2.09万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $64.41万 | 0.03% | 10,228 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $63.91万 | 0.03% | 13,755 | 2,301 | 20.1% | $10.69万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $63.25万 | 0.03% | 3,945 | -1,865 | -32.1% | -$29.90万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $63.07万 | 0.03% | 3,065 | -69 | -2.2% | -$1.42万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $62.37万 | 0.03% | 1,807 | 106 | 6.2% | $3.66万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $62.37万 | 0.03% | 6,921 | 111 | 1.6% | $1.00万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $61.87万 | 0.03% | 3,081 | 227 | 8.0% | $4.56万 | 加仓 |
| CRM | SALESFORCE INC | $61.59万 | 0.03% | 3,300 | -2,020 | -38.0% | -$37.70万 | 减仓 |
| EOG | EOG RES INC | $60.87万 | 0.03% | 4,211 | 236 | 5.9% | $3.41万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $60.79万 | 0.03% | 3,167 | 318 | 11.2% | $6.10万 | 加仓 |
| ADI | ANALOG DEVICES INC | $60.67万 | 0.03% | 1,907 | 368 | 23.9% | $11.71万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $60.26万 | 0.03% | 8,806 | 250 | 2.9% | $1.71万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $60.03万 | 0.03% | 8,345 | -656 | -7.3% | -$4.72万 | 减仓 |
| IEF | ISHARES TR | $59.83万 | 0.03% | 6,269 | -157 | -2.4% | -$1.50万 | 减仓 |
| MCO | MOODYS CORP | $59.59万 | 0.03% | 1,366 | -9 | -0.7% | -$3,926 | 减仓 |
| UNM | UNUM GROUP | $59.57万 | 0.03% | 8,157 | 128 | 1.6% | $9,348 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $58.89万 | 0.03% | 11,372 | 105 | 0.9% | $5,437 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $58.77万 | 0.03% | 5,974 | -812 | -12.0% | -$7.99万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $58.09万 | 0.03% | 10,748 | -614 | -5.4% | -$3.32万 | 减仓 |
| AOK | ISHARES TR | $57.98万 | 0.03% | 14,536 | 43 | 0.3% | $1,715 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $57.59万 | 0.03% | 844 | -162 | -16.1% | -$11.05万 | 减仓 |
| CMI | CUMMINS INC | $57.51万 | 0.03% | 1,069 | 115 | 12.1% | $6.19万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $57.19万 | 0.03% | 9,830 | 985 | 11.1% | $5.73万 | 加仓 |
| DHR | DANAHER CORP DEL | $56.33万 | 0.03% | 2,971 | -1 | -0.0% | -$190 | 减仓 |
| BA | BOEING CO | $56.21万 | 0.03% | 2,824 | 697 | 32.8% | $13.87万 | 加仓 |
| OMC | OMNICOM GROUP INC | $56.14万 | 0.02% | 7,455 | 1,810 | 32.1% | $13.63万 | 加仓 |
| ESGD | ISHARES TR | $55.77万 | 0.02% | 5,832 | 5,832 | — | $55.77万 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $55.56万 | 0.02% | 16,500 | 4,925 | 42.5% | $16.58万 | 加仓 |
| DAL | DELTA AIR LINES INC | $55.12万 | 0.02% | 8,291 | 4,975 | 150.0% | $33.07万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $54.84万 | 0.02% | 10,376 | -4,038 | -28.0% | -$21.34万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $54.60万 | 0.02% | 21,293 | -1 | -0.0% | -$26 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $53.46万 | 0.02% | 1,758 | 1,758 | — | $53.46万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $53.33万 | 0.02% | 2,455 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $53.01万 | 0.02% | 48,719 | -5,151 | -9.6% | -$5.60万 | 减仓 |
| AZN | ASTRAZENECA PLC | $52.74万 | 0.02% | 2,674 | 2,674 | — | $52.74万 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $52.14万 | 0.02% | 13,083 | 1,620 | 14.1% | $6.46万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $51.21万 | 0.02% | 3,458 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $50.72万 | 0.02% | 22,139 | 733 | 3.4% | $1.68万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $50.19万 | 0.02% | 11,090 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $49.69万 | 0.02% | 10,260 | -803 | -7.3% | -$3.89万 | 减仓 |
| RL | RALPH LAUREN CORP | $48.47万 | 0.02% | 1,409 | -1 | -0.1% | -$344 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $48.33万 | 0.02% | 821 | 2 | 0.2% | $1,177 | 加仓 |
| UL | UNILEVER PLC | $47.86万 | 0.02% | 8,401 | -26,274 | -75.8% | -$149.68万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $47.37万 | 0.02% | 2,349 | -32 | -1.3% | -$6,453 | 减仓 |
| SYY | SYSCO CORP | $47.28万 | 0.02% | 6,629 | -507 | -7.1% | -$3.62万 | 减仓 |
| HGER | HARBOR ETF TRUST | $47.12万 | 0.02% | 15,194 | -9,305 | -38.0% | -$28.85万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $47.05万 | 0.02% | 7,757 | -391 | -4.8% | -$2.37万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $46.43万 | 0.02% | 22,217 | -2,826 | -11.3% | -$5.91万 | 减仓 |
| SUB | ISHARES TR | $46.37万 | 0.02% | 4,354 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $46.21万 | 0.02% | 8,640 | 357 | 4.3% | $1.91万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $46.07万 | 0.02% | 16,047 | 556 | 3.6% | $1.60万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $45.68万 | 0.02% | 1,800 | 1,800 | — | $45.68万 | 新建仓 |
| VMC | VULCAN MATLS CO | $45.26万 | 0.02% | 1,662 | 19 | 1.2% | $5,174 | 加仓 |
| KEY | KEYCORP | $45.24万 | 0.02% | 22,566 | 3,175 | 16.4% | $6.37万 | 加仓 |
| INTU | INTUIT | $44.36万 | 0.02% | 1,026 | 79 | 8.3% | $3.42万 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $44.30万 | 0.02% | 10,076 | -621 | -5.8% | -$2.73万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $44.01万 | 0.02% | 1,534 | -1,009 | -39.7% | -$28.95万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $43.67万 | 0.02% | 708 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $43.50万 | 0.02% | 2,573 | 15 | 0.6% | $2,536 | 加仓 |
| UNP | UNION PAC CORP | $43.29万 | 0.02% | 1,784 | 58 | 3.4% | $1.41万 | 加仓 |
| NVS | NOVARTIS AG | $43.27万 | 0.02% | 2,833 | 1,118 | 65.2% | $17.08万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $42.57万 | 0.02% | 919 | 0 | 0.0% | — | 不变 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $42.13万 | 0.02% | 9,381 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $42.00万 | 0.02% | 11,284 | 773 | 7.4% | $2.88万 | 加仓 |
| CAVA | CAVA GROUP INC | $41.57万 | 0.02% | 5,138 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $40.84万 | 0.02% | 1,450 | 125 | 9.4% | $3.52万 | 加仓 |
| QUS | SPDR SERIES TRUST | $40.30万 | 0.02% | 2,348 | 261 | 12.5% | $4.48万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $39.99万 | 0.02% | 2,891 | -369 | -11.3% | -$5.10万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $39.71万 | 0.02% | 10,336 | 2,508 | 32.0% | $9.64万 | 加仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $39.43万 | 0.02% | 22,278 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $39.36万 | 0.02% | 8,470 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $39.25万 | 0.02% | 7,357 | -3,547 | -32.5% | -$18.92万 | 减仓 |
| SGOV | ISHARES TR | $39.17万 | 0.02% | 3,891 | -431 | -10.0% | -$4.34万 | 减仓 |
| EMR | EMERSON ELEC CO | $38.88万 | 0.02% | 2,968 | -241 | -7.5% | -$3.16万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $37.96万 | 0.02% | 4,923 | -4,297 | -46.6% | -$33.13万 | 减仓 |
| IDXX | IDEXX LABS INC | $36.97万 | 0.02% | 658 | 11 | 1.7% | $6,181 | 加仓 |
| ALL | ALLSTATE CORP | $36.56万 | 0.02% | 1,763 | -8 | -0.5% | -$1,659 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $36.55万 | 0.02% | 1,567 | 148 | 10.4% | $3.45万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $35.57万 | 0.02% | 7,461 | 0 | 0.0% | — | 不变 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $35.50万 | 0.02% | 7,595 | -35 | -0.5% | -$1,636 | 减仓 |
| PSX | PHILLIPS 66 | $34.81万 | 0.02% | 1,911 | 112 | 6.2% | $2.04万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $34.58万 | 0.02% | 2,199 | 82 | 3.9% | $1.29万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $34.44万 | 0.02% | 1,041 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $34.16万 | 0.02% | 875 | 97 | 12.5% | $3.79万 | 加仓 |