13F 机构持仓

Prosperity Consulting Group, LLC

OWINGS MILLS MD · SEC CIK 0001910398

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$26.44亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 12.3%
EFA 4.5%
QQQ 3.5%
AAPL 3.1%
JEPI 3.0%
QQQM 2.7%
IWY 2.7%
MGV 2.4%
XLK 1.8%
EFV 1.8%

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
EQIX EQUINIX INC $80.16万0.03%769 659.2% $6.78万 加仓
AMGN AMGEN INC $79.99万0.03%2,209 37020.1% $13.40万 加仓
SCHG SCHWAB STRATEGIC TR $79.72万0.03%23,557 2661.1% $9,001 加仓
COPX GLOBAL X FDS $78.76万0.03%10,232 3373.4% $2.59万 加仓
DE DEERE & CO $78.65万0.03%1,240 -620-33.3% -$39.32万 减仓
NI NISOURCE INC $78.62万0.03%16,534 1,4069.3% $6.69万 加仓
YMM FULL TRUCK ALLIANCE CO LTD $78.27万0.03%96,395 96,395— $78.27万 新建仓
ORLY OREILLY AUTOMOTIVE INC $78.14万0.03%8,485 -2,193-20.5% -$20.20万 减仓
UPS UNITED PARCEL SVCS INC $77.22万0.03%7,183 1,20920.2% $13.00万 加仓
MAA MID-AMER APT CMNTYS INC $77.18万0.03%5,555 -2,201-28.4% -$30.58万 减仓
SHY ISHARES TR $76.58万0.03%9,326 -117-1.2% -$9,607 减仓
XLE SELECT SECTOR SPDR TR $76.52万0.03%14,409 -203-1.4% -$1.08万 减仓
RSP INVESCO EXCHANGE TRADED FD T $76.23万0.03%3,583 41613.1% $8.85万 加仓
ETR ENTERGY CORP NEW $75.89万0.03%6,607 3265.2% $3.74万 加仓
MAR MARRIOTT INTL INC NEW $75.88万0.03%2,048 -244-10.6% -$9.04万 减仓
MCO MOODYS CORP $75.77万0.03%1,673 30722.5% $13.90万 加仓
FJAN FIRST TR EXCHNG TRADED FD VI $75.52万0.03%13,708 -3,206-19.0% -$17.66万 减仓
VXF VANGUARD INDEX FDS $75.50万0.03%3,066 10.0% $246 加仓
SYK STRYKER CORPORATION $74.43万0.03%2,364 1768.0% $5.54万 加仓
ROBO EXCHANGE TRADED CONCEPTS TRU $74.14万0.03%8,655 -151-1.7% -$1.29万 减仓
JMUB J P MORGAN EXCHANGE TRADED F $73.86万0.03%14,580 00.0% — 不变
LOW LOWES COS INC $73.85万0.03%3,349 -459-12.1% -$10.12万 减仓
TAXF AMERICAN CENTY ETF TR $73.80万0.03%14,517 00.0% — 不变
UBER UBER TECHNOLOGIES INC $73.44万0.03%10,177 1,83222.0% $13.22万 加仓
SYY SYSCO CORP $73.39万0.03%8,781 2,15232.5% $17.99万 加仓
BSX BOSTON SCIENTIFIC CORP $73.36万0.03%17,188 5,66849.2% $24.19万 加仓
GLW CORNING INC $73.04万0.03%2,859 98452.5% $25.14万 加仓
FBT FIRST TR EXCHANGE-TRADED FD $72.66万0.03%2,931 -150-4.9% -$3.72万 减仓
BA BOEING CO $72.58万0.03%3,353 52918.7% $11.45万 加仓
ESGD ISHARES TR $72.51万0.03%7,053 1,22120.9% $12.55万 加仓
MDB MONGODB INC $72.35万0.03%2,154 91974.4% $30.87万 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $72.21万0.03%12,089 -420-3.4% -$2.51万 减仓
ARM ARM HOLDINGS PLC $71.66万0.03%2,021 2,021— $71.66万 新建仓
RSPT INVESCO EXCHANGE TRADED FD T $71.53万0.03%11,090 00.0% — 不变
WPC WP CAREY INC $70.68万0.03%9,886 3944.2% $2.82万 加仓
— ISHARES TR $70.54万0.03%29,361 -1,494-4.8% -$3.59万 减仓
SW SMURFIT WESTROCK PLC $70.47万0.03%15,234 2,15116.4% $9.95万 加仓
PRU PRUDENTIAL FINL INC $70.23万0.03%6,507 -3,831-37.1% -$41.35万 减仓
BIP BROOKFIELD INFRASTRUCTURE PA $70.16万0.03%19,227 00.0% — 不变
FNF FIDELITY NATL FINL INC $69.64万0.03%14,767 2191.5% $1.03万 加仓
IBKR INTERACTIVE BROKERS GROUP IN $67.86万0.03%7,796 3,24771.4% $28.26万 加仓
XMLV INVESCO EXCH TRADED FD TR II $67.84万0.03%10,228 00.0% — 不变
COF CAPITAL ONE FINL CORP $67.43万0.03%3,361 -3,041-47.5% -$61.01万 减仓
KEY KEYCORP $67.21万0.03%29,158 6,59229.2% $15.19万 加仓
CL COLGATE PALMOLIVE CO $66.82万0.03%7,288 4,053125.3% $37.16万 加仓
HLT HILTON WORLDWIDE HLDGS INC $66.55万0.03%2,014 25614.6% $8.46万 加仓
KR KROGER CO $65.44万0.02%11,784 -677-5.4% -$3.76万 减仓
VEU VANGUARD INTL EQUITY INDEX F $65.11万0.02%7,774 -3,064-28.3% -$25.66万 减仓
FAUG FIRST TR EXCHNG TRADED FD VI $64.26万0.02%11,372 00.0% — 不变
ET ENERGY TRANSFER L P $64.09万0.02%33,518 -3,370-9.1% -$6.44万 减仓
BG BUNGE GLOBAL SA $63.80万0.02%5,978 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $62.67万0.02%21,293 00.0% — 不变
RY ROYAL BK CDA $62.13万0.02%3,002 1,10958.6% $22.95万 加仓
AEE AMEREN CORP $61.34万0.02%5,426 5,426— $61.34万 新建仓
AOK ISHARES TR $60.93万0.02%14,688 1521.0% $6,305 加仓
MCK MCKESSON CORP $60.15万0.02%796 10.1% $756 加仓
VBR VANGUARD INDEX FDS $60.07万0.02%2,472 170.7% $4,131 加仓
FTNT FORTINET INC $60.02万0.02%3,907 1,21845.3% $18.71万 加仓
HSBC HSBC HLDGS PLC $59.57万0.02%6,265 3,204104.7% $30.47万 加仓
OMC OMNICOM GROUP INC $59.37万0.02%8,152 6979.3% $5.08万 加仓
GLDM WORLD GOLD TR $59.30万0.02%7,467 4095.8% $3.25万 加仓
LHX L3HARRIS TECHNOLOGIES INC $59.28万0.02%2,040 23312.9% $6.77万 加仓
RL RALPH LAUREN CORP $59.01万0.02%1,470 614.3% $2.45万 加仓
AXON AXON ENTERPRISE INC $58.36万0.02%1,041 1,041— $58.36万 新建仓
VWO VANGUARD INTL EQUITY INDEX F $57.93万0.02%9,706 -1,042-9.7% -$6.22万 减仓
NVS NOVARTIS AG $57.74万0.02%3,684 85130.0% $13.34万 加仓
NUE NUCOR CORP $57.66万0.02%2,588 150.6% $3,342 加仓
FLJP FRANKLIN TEMPLETON ETF TR $56.21万0.02%14,140 14,140— $56.21万 新建仓
CLS CELESTICA INC $55.85万0.02%1,531 815.6% $2.95万 加仓
EMR EMERSON ELEC CO $55.15万0.02%3,853 88529.8% $12.67万 加仓
BMY BRISTOL-MYERS SQUIBB CO $54.60万0.02%9,475 1,71822.1% $9.90万 加仓
VYM VANGUARD WHITEHALL FDS $54.39万0.02%3,442 -16-0.5% -$2,528 减仓
DHR DANAHER CORP DEL $54.14万0.02%2,842 -129-4.3% -$2.46万 减仓
OMF ONEMAIN HLDGS INC $53.95万0.02%8,849 2092.4% $1.27万 加仓
TGT TARGET CORP $53.37万0.02%4,086 1,61265.2% $21.06万 加仓
TOWN TOWNEBANK PORTSMOUTH VA $52.55万0.02%14,500 -2,000-12.1% -$7.25万 减仓
AAPL APPLE INC 看跌期权 $52.08万0.02%1,800 00.0% — 不变
QCLN FIRST TR EXCHANGE-TRADED FD $51.94万0.02%8,470 00.0% — 不变
TKO TKO GROUP HOLDINGS INC $51.92万0.02%2,579 2309.8% $4.63万 加仓
NOW SERVICENOW INC $51.82万0.02%5,220 -2,959-36.2% -$29.38万 减仓
SPCX SPACE EXPLORATION TECHN CORP $51.77万0.02%3,030 3,030— $51.77万 新建仓
PGX INVESCO EXCH TRADED FD TR II $51.15万0.02%47,182 -1,537-3.2% -$1.67万 减仓
TRV TRAVELERS COMPANIES INC $51.10万0.02%1,548 51349.6% $16.94万 加仓
IEF ISHARES TR $51.06万0.02%5,399 -870-13.9% -$8.23万 减仓
PHM PULTE GROUP INC $50.49万0.02%3,680 3,680— $50.49万 新建仓
HGER HARBOR ETF TRUST $50.44万0.02%17,191 1,99713.1% $5.86万 加仓
UNP UNION PAC CORP $50.30万0.02%1,849 653.6% $1.77万 加仓
HON HONEYWELL INTL INC $50.27万0.02%2,245 -1,892-45.7% -$42.36万 减仓
VMC VULCAN MATLS CO $49.93万0.02%1,692 301.8% $8,852 加仓
ALL ALLSTATE CORP $49.71万0.02%2,089 32618.5% $7.76万 加仓
HONA HONEYWELL AEROSPACE INC $49.63万0.02%2,245 2,245— $49.63万 新建仓
EW EDWARDS LIFESCIENCES CORP $49.48万0.02%5,470 1,64643.0% $14.89万 加仓
— SEI EXCHANGE TRADED FUNDS $49.14万0.02%19,524 19,524— $49.14万 新建仓
UL UNILEVER PLC $49.08万0.02%8,163 -238-2.8% -$1.43万 减仓
NOC NORTHROP GRUMMAN CORP $49.04万0.02%963 11914.1% $6.06万 加仓
NSC NORFOLK SOUTHN CORP $48.93万0.02%1,555 211.4% $6,607 加仓
VRTX VERTEX PHARMACEUTICALS INC $48.58万0.02%978 42075.3% $20.86万 加仓
BDX BECTON DICKINSON & CO $48.35万0.02%3,195 99645.3% $15.07万 加仓
DIA STATE STR SPDR DOW JONES IND $48.01万0.02%919 00.0% — 不变
BKNG BOOKING HOLDINGS INC $47.82万0.02%2,683 1,408110.4% $25.10万 加仓