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
FCX FREEPORT MCMORAN INC $47.64万0.02%7,575 1,90533.6% $11.98万 加仓
OGE OGE ENERGY CORP $47.21万0.02%9,701 5,214116.2% $25.37万 加仓
BWB BRIDGEWATER BANCSHARES INC $46.87万0.02%22,278 00.0% — 不变
EVRG EVERGY INC $46.65万0.02%5,398 5,398— $46.65万 新建仓
GOVT ISHARES TR $46.62万0.02%20,465 -1,674-7.6% -$3.81万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $46.41万0.02%1,200 50472.4% $19.49万 重新持有
SUB ISHARES TR $46.36万0.02%4,354 00.0% — 不变
DOV DOVER CORP $46.00万0.02%2,051 92381.8% $20.70万 加仓
URA GLOBAL X FDS $45.82万0.02%10,485 2252.2% $9,832 加仓
VT VANGUARD INTL EQUITY INDEX F $45.56万0.02%2,903 120.4% $1,883 加仓
DSEP FIRST TR EXCHNG TRADED FD VI $45.55万0.02%9,602 -474-4.7% -$2.25万 减仓
CVS CVS HEALTH CORP $45.33万0.02%4,382 4,382— $45.33万 新建仓
APP APPLOVIN CORP $44.57万0.02%865 36071.3% $18.55万 加仓
MRSH MARSH & MCLENNAN COS INC $43.97万0.02%2,638 -3,193-54.8% -$53.22万 减仓
IDXX IDEXX LABS INC $43.96万0.02%835 17726.9% $9.32万 加仓
QUS SPDR SERIES TRUST $43.90万0.02%2,350 20.1% $374 加仓
AKRE PROFESIONALLY MANAGED PORTFO $43.90万0.02%8,253 -2,123-20.5% -$11.29万 减仓
FAPR FIRST TR EXCHNG TRADED FD VI $43.85万0.02%9,381 00.0% — 不变
TER TERADYNE INC $43.69万0.02%903 -15-1.6% -$7,258 减仓
CRM SALESFORCE INC $43.20万0.02%2,757 -543-16.5% -$8.51万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $42.62万0.02%606 -102-14.4% -$7.17万 减仓
COHR COHERENT CORP $42.60万0.02%1,080 1,080— $42.60万 新建仓
SPG SIMON PPTY GROUP INC NEW $42.40万0.02%1,896 28317.5% $6.33万 加仓
GIS GENERAL MILLS INC $42.29万0.02%12,152 8687.7% $3.02万 加仓
LAMR LAMAR ADVERTISING CO $41.66万0.02%2,671 1857.4% $2.89万 加仓
LNT ALLIANT ENERGY CORP $41.63万0.02%5,457 5,457— $41.63万 新建仓
PNW PINNACLE WEST CAP CORP $41.30万0.02%3,860 3,860— $41.30万 新建仓
XYZ BLOCK INC $41.21万0.02%5,422 1,20328.5% $9.14万 加仓
FERG FERGUSON ENTERPRISES INC $41.08万0.02%1,731 16410.5% $3.89万 加仓
CAVA CAVA GROUP INC $40.80万0.02%5,199 611.2% $4,787 加仓
JBL JABIL INC $40.59万0.02%1,053 29338.6% $11.29万 加仓
MRVL MARVELL TECHNOLOGY INC $40.51万0.02%1,360 1,360— $40.51万 新建仓
PCY INVESCO EXCH TRADED FD TR II $39.57万0.01%18,276 -3,941-17.7% -$8.53万 减仓
SGOV ISHARES TR $39.18万0.01%3,892 10.0% $101 加仓
VRT VERTIV HOLDINGS CO $39.14万0.01%1,169 1,169— $39.14万 新建仓
MTB M & T BK CORP $39.10万0.01%1,643 54249.2% $12.90万 加仓
FOCT FIRST TR EXCHNG TRADED FD VI $39.01万0.01%7,461 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $38.96万0.01%1,038 1,038— $38.96万 新建仓
BCAT BLACKROCK CAP ALLOCATION TER $38.46万0.01%24,141 00.0% — 不变
DJUL FIRST TR EXCHNG TRADED FD VI $38.09万0.01%7,595 00.0% — 不变
AFL AFLAC INC $37.90万0.01%3,232 3,232— $37.90万 新建仓
NYF ISHARES TR $37.79万0.01%7,011 71111.3% $3.83万 加仓
UFPT UFP TECHNOLOGIES INC $37.78万0.01%1,425 -306-17.7% -$8.11万 减仓
CMCSA COMCAST CORP NEW $37.72万0.01%15,364 -683-4.3% -$1.68万 减仓
VXUS VANGUARD STAR FDS $37.65万0.01%4,404 -519-10.5% -$4.44万 减仓
LEN LENNAR CORP $37.64万0.01%4,160 4,160— $37.64万 新建仓
BBY BEST BUY INC $37.25万0.01%4,909 1,18631.9% $9.00万 加仓
NXPI NXP SEMICONDUCTORS N V $36.98万0.01%1,316 35837.4% $10.06万 重新持有
DDOG DATADOG INC $36.97万0.01%1,420 1,420— $36.97万 新建仓
PBA PEMBINA PIPELINE CORP $36.61万0.01%7,916 3204.2% $1.48万 加仓
CAG CONAGRA BRANDS INC $36.36万0.01%27,016 7,64739.5% $10.29万 加仓
DLR DIGITAL RLTY TR INC $35.92万0.01%2,000 52535.6% $9.43万 加仓
PSX PHILLIPS 66 $35.89万0.01%2,123 21211.1% $3.58万 加仓
— 1 800 FLOWERS COM INC $35.50万0.01%102,005 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $35.24万0.01%2,412 43121.8% $6.30万 加仓
HOOD ROBINHOOD MKTS INC $35.17万0.01%3,507 58219.9% $5.84万 加仓
ENB ENBRIDGE INC $35.16万0.01%6,486 1,21423.0% $6.58万 加仓
KIM KIMCO REALTY CORP $34.99万0.01%13,803 13,803— $34.99万 新建仓
DJAN FIRST TR EXCHNG TRADED FD VI $34.93万0.01%7,673 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC $34.68万0.01%1,152 11110.7% $3.34万 加仓
SBUX STARBUCKS CORP $33.85万0.01%3,312 1,03645.5% $10.59万 加仓
VTR VENTAS INC $33.65万0.01%3,789 782.1% $6,926 加仓
FANG DIAMONDBACK ENERGY INC $33.57万0.01%1,910 31319.6% $5.50万 加仓
AMT AMERICAN TOWER CORP $33.45万0.01%2,045 64546.1% $10.55万 加仓
SNPS SYNOPSYS INC $33.14万0.01%743 22142.3% $9.86万 加仓
TTE TOTALENERGIES SE $32.89万0.01%4,230 1,06533.6% $8.28万 加仓
IWX ISHARES TR $32.65万0.01%3,105 00.0% — 不变
MSM MSC INDL DIRECT INC $32.57万0.01%2,738 2,738— $32.57万 新建仓
ARCC ARES CAPITAL CORP $32.54万0.01%17,559 -382-2.1% -$7,079 减仓
SCHW SCHWAB CHARLES CORP $32.51万0.01%3,524 320.9% $2,952 加仓
EPR EPR PPTYS $32.41万0.01%5,587 97921.2% $5.68万 重新持有
CTVA CORTEVA INC $32.32万0.01%3,816 81527.2% $6.90万 加仓
MNST MONSTER BEVERAGE CORP NEW $32.21万0.01%3,351 3,351— $32.21万 新建仓
IBIT ISHARES BITCOIN TRUST ETF $32.17万0.01%9,665 -671-6.5% -$2.23万 减仓
TDIV FIRST TR EXCHANGE TRADED FD $32.05万0.01%2,790 -150-5.1% -$1.72万 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $31.95万0.01%5,240 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $31.60万0.01%5,287 -360-6.4% -$2.15万 减仓
IRM IRON MTN INC DEL $31.49万0.01%2,493 1335.6% $1.68万 加仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $31.40万0.01%15,788 15,788— $31.40万 新建仓
NNN NNN REIT INC $31.33万0.01%6,733 6,733— $31.33万 新建仓
DOC HEALTHPEAK PROPERTIES INC $31.18万0.01%14,569 14,569— $31.18万 新建仓
KVUE KENVUE INC $30.83万0.01%16,135 16,135— $30.83万 新建仓
IHI ISHARES TR $30.76万0.01%6,226 -1,131-15.4% -$5.59万 减仓
FIX COMFORT SYS USA INC $30.72万0.01%155 155— $30.72万 新建仓
TD TORONTO DOMINION BK ONT $30.71万0.01%2,529 2,529— $30.71万 新建仓
MTUM ISHARES TR $30.48万0.01%889 -158-15.1% -$5.42万 减仓
TRGP TARGA RES CORP $30.27万0.01%1,129 1,129— $30.27万 新建仓
BHP BHP BILLITON LIMITED $30.12万0.01%3,615 3,615— $30.12万 新建仓
GAPR FIRST TR EXCHNG TRADED FD VI $29.89万0.01%7,173 00.0% — 不变
USHY ISHARES TR $29.78万0.01%8,045 2,68550.1% $9.94万 重新持有
— FIRST TR EXCHNG TRADED FD VI $29.76万0.01%11,104 00.0% — 不变
BALL BALL CORP $29.55万0.01%4,735 3738.6% $2.33万 加仓
WTS WATTS WATER TECHNOLOGIES INC $29.28万0.01%748 748— $29.28万 新建仓
RELX RELX PLC $29.25万0.01%9,235 -53,606-85.3% -$169.77万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $29.13万0.01%3,233 00.0% — 不变
GWW WW GRAINGER INC $29.11万0.01%214 214— $29.11万 新建仓
STT STATE STR CORP $28.63万0.01%1,688 1,688— $28.63万 新建仓
QDEC FIRST TR EXCHNG TRADED FD VI $28.56万0.01%8,020 00.0% — 不变
GEF GREIF INC $28.25万0.01%3,793 3,793— $28.25万 新建仓
CCI CROWN CASTLE INC $28.16万0.01%3,718 3279.6% $2.48万 加仓