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 |
|---|---|---|---|---|---|---|---|---|
| BCAT | BLACKROCK CAP ALLOCATION TER | $34.11万 | 0.02% | 24,141 | 7,235 | 42.8% | $10.22万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $34.00万 | 0.02% | 7,596 | 35 | 0.5% | $1,567 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $33.51万 | 0.01% | 1,731 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $33.47万 | 0.01% | 6,300 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $33.33万 | 0.01% | 5,670 | 1,053 | 22.8% | $6.19万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $32.81万 | 0.01% | 3,492 | -280 | -7.4% | -$2.63万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $32.63万 | 0.01% | 7,673 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $32.43万 | 0.01% | 1,334 | -1,057 | -44.2% | -$25.69万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $32.33万 | 0.01% | 17,941 | -799 | -4.3% | -$1.44万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $31.90万 | 0.01% | 5,534 | -1,863 | -25.2% | -$10.74万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $31.70万 | 0.01% | 1,716 | 4 | 0.2% | $739 | 加仓 |
| IAU | ISHARES GOLD TR | $31.59万 | 0.01% | 3,583 | -641 | -15.2% | -$5.65万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $31.59万 | 0.01% | 1,597 | 1,597 | — | $31.59万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $31.49万 | 0.01% | 2,486 | 268 | 12.1% | $3.39万 | 加仓 |
| — | 1 800 FLOWERS COM INC | $31.01万 | 0.01% | 102,005 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $30.93万 | 0.01% | 1,090 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $30.62万 | 0.01% | 1,893 | -114 | -5.7% | -$1.84万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $30.62万 | 0.01% | 3,824 | 87 | 2.3% | $6,967 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $30.51万 | 0.01% | 4,549 | 4,549 | — | $30.51万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $30.45万 | 0.01% | 19,369 | 19,369 | — | $30.45万 | 新建仓 |
| VTR | VENTAS INC | $30.35万 | 0.01% | 3,711 | 103 | 2.9% | $8,423 | 加仓 |
| MDB | MONGODB INC | $30.23万 | 0.01% | 1,235 | 1,235 | — | $30.23万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $30.19万 | 0.01% | 1,035 | -112 | -9.8% | -$3.27万 | 减仓 |
| DT | DYNATRACE INC | $30.18万 | 0.01% | 8,160 | 7 | 0.1% | $259 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $30.09万 | 0.01% | 1,613 | 74 | 4.8% | $1.38万 | 加仓 |
| TGT | TARGET CORP | $29.98万 | 0.01% | 2,474 | 81 | 3.4% | $9,816 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $29.27万 | 0.01% | 5,240 | -400 | -7.1% | -$2.23万 | 减仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $29.03万 | 0.01% | 7,173 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $28.80万 | 0.01% | 3,165 | 3,165 | — | $28.80万 | 新建仓 |
| IWX | ISHARES TR | $28.77万 | 0.01% | 3,105 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.59万 | 0.01% | 11,104 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $28.53万 | 0.01% | 5,272 | -237 | -4.3% | -$1.28万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $27.82万 | 0.01% | 360 | 20 | 5.9% | $1.55万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $27.67万 | 0.01% | 5,647 | -440 | -7.2% | -$2.16万 | 减仓 |
| CCI | CROWN CASTLE INC | $27.57万 | 0.01% | 3,391 | 436 | 14.8% | $3.55万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $27.57万 | 0.01% | 3,235 | 306 | 10.4% | $2.61万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $27.54万 | 0.01% | 2,940 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $27.21万 | 0.01% | 918 | 918 | — | $27.21万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $27.18万 | 0.01% | 1,005 | 1,005 | — | $27.18万 | 新建仓 |
| STIP | ISHARES TR | $27.11万 | 0.01% | 2,621 | -4,653 | -64.0% | -$48.13万 | 减仓 |
| BBDC | BARINGS BDC INC | $26.61万 | 0.01% | 32,327 | -15,608 | -32.6% | -$12.85万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $26.58万 | 0.01% | 1,475 | 37 | 2.6% | $6,668 | 加仓 |
| — | ESCALADE INC | $26.37万 | 0.01% | 15,359 | -2,174 | -12.4% | -$3.73万 | 减仓 |
| ORI | OLD REP INTL CORP | $26.35万 | 0.01% | 6,605 | -641 | -8.8% | -$2.56万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $26.26万 | 0.01% | 605 | 50 | 9.0% | $2.17万 | 加仓 |
| SNY | SANOFI SA | $26.09万 | 0.01% | 5,415 | -23,607 | -81.3% | -$113.74万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $25.94万 | 0.01% | 1,981 | 128 | 6.9% | $1.68万 | 加仓 |
| BALL | BALL CORP | $25.78万 | 0.01% | 4,362 | 4,362 | — | $25.78万 | 新建仓 |
| SNDA | SONIDA SENIOR LIVING INC | $25.77万 | 0.01% | 7,990 | 7,990 | — | $25.77万 | 新建仓 |
| OEF | ISHARES TR | $25.70万 | 0.01% | 808 | -730 | -47.5% | -$23.22万 | 减仓 |
| GLW | CORNING INC | $25.50万 | 0.01% | 1,875 | 1,875 | — | $25.50万 | 新建仓 |
| XYZ | BLOCK INC | $25.39万 | 0.01% | 4,219 | 453 | 12.0% | $2.73万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $25.36万 | 0.01% | 7,698 | 7,698 | — | $25.36万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $25.25万 | 0.01% | 3,061 | 3,061 | — | $25.25万 | 新建仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $25.23万 | 0.01% | 8,020 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $25.13万 | 0.01% | 1,047 | 1,047 | — | $25.13万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $25.12万 | 0.01% | 1,219 | 153 | 14.4% | $3.15万 | 加仓 |
| CTVA | CORTEVA INC | $25.12万 | 0.01% | 3,001 | 3,001 | — | $25.12万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $24.92万 | 0.01% | 558 | -835 | -59.9% | -$37.29万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $24.67万 | 0.01% | 6,374 | -112 | -1.7% | -$4,335 | 减仓 |
| EQNR | EQUINOR ASA | $24.60万 | 0.01% | 5,830 | 5,830 | — | $24.60万 | 新建仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $24.36万 | 0.01% | 4,840 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $24.31万 | 0.01% | 3,233 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $24.17万 | 0.01% | 1,400 | 110 | 8.5% | $1.90万 | 加仓 |
| IRM | IRON MTN INC DEL | $24.11万 | 0.01% | 2,360 | -1,280 | -35.2% | -$13.07万 | 重新持有 |
| — | WARNER BROS DISCOVERY INC | $24.01万 | 0.01% | 8,742 | 579 | 7.1% | $1.59万 | 加仓 |
| BBY | BEST BUY INC | $23.90万 | 0.01% | 3,723 | 386 | 11.6% | $2.48万 | 加仓 |
| MBB | ISHARES TR | $23.81万 | 0.01% | 2,508 | -159 | -6.0% | -$1.51万 | 减仓 |
| SLB | SLB LIMITED | $23.65万 | 0.01% | 4,602 | -1,495 | -24.5% | -$7.68万 | 减仓 |
| DOV | DOVER CORP | $23.51万 | 0.01% | 1,128 | 34 | 3.1% | $7,087 | 加仓 |
| LAZ | LAZARD INC | $23.37万 | 0.01% | 5,501 | -535 | -8.9% | -$2.27万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $23.26万 | 0.01% | 5,355 | -28 | -0.5% | -$1,216 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $23.25万 | 0.01% | 5,483 | -215 | -3.8% | -$9,116 | 减仓 |
| — | WESTWOOD HLDGS GROUP INC | $23.12万 | 0.01% | 14,039 | -1,238 | -8.1% | -$2.04万 | 减仓 |
| ISTB | ISHARES TR | $23.11万 | 0.01% | 4,768 | 4,768 | — | $23.11万 | 新建仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $23.01万 | 0.01% | 5,519 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES | $23.00万 | 0.01% | 7,087 | -627 | -8.1% | -$2.03万 | 减仓 |
| NKE | NIKE INC | $22.98万 | 0.01% | 4,351 | 60 | 1.4% | $3,169 | 加仓 |
| MTB | M & T BK CORP | $22.76万 | 0.01% | 1,101 | 1 | 0.1% | $207 | 加仓 |
| VHT | VANGUARD WORLD FD | $22.69万 | 0.01% | 833 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $22.49万 | 0.01% | 20,333 | -13,458 | -39.8% | -$14.88万 | 减仓 |
| NEM | NEWMONT CORP | $22.15万 | 0.01% | 2,046 | 2,046 | — | $22.15万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $22.06万 | 0.01% | 7,042 | 0 | 0.0% | — | 不变 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $22.04万 | 0.01% | 4,175 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $21.97万 | 0.01% | 2,689 | 2,689 | — | $21.97万 | 新建仓 |
| KKR | KKR & CO INC | $21.97万 | 0.01% | 2,375 | -970 | -29.0% | -$8.97万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $21.97万 | 0.01% | 5,350 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $21.93万 | 0.01% | 1,218 | 1,218 | — | $21.93万 | 新建仓 |
| TCAF | T ROWE PRICE ETF INC | $21.80万 | 0.01% | 6,126 | 457 | 8.1% | $1.63万 | 加仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $21.79万 | 0.01% | 6,899 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $21.73万 | 0.01% | 12,545 | 12,545 | — | $21.73万 | 新建仓 |
| SRE | SEMPRA | $21.60万 | 0.01% | 2,223 | -72 | -3.1% | -$6,996 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC | $21.60万 | 0.01% | 24,325 | -19,682 | -44.7% | -$17.48万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $21.57万 | 0.01% | 5,954 | 5,954 | — | $21.57万 | 新建仓 |
| OGE | OGE ENERGY CORP | $21.52万 | 0.01% | 4,487 | -200 | -4.3% | -$9,592 | 重新持有 |
| EPI | WISDOMTREE TR | $21.49万 | 0.01% | 5,267 | -79,458 | -93.8% | -$324.19万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $21.47万 | 0.01% | 51 | 3 | 6.2% | $1.26万 | 加仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $21.15万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $21.07万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $21.01万 | 0.01% | 1,076 | 0 | 0.0% | — | 不变 |