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 |
|---|---|---|---|---|---|---|---|---|
| — | SUPERIOR GROUP OF CO INC | $20.82万 | 0.01% | 20,494 | -2,245 | -9.9% | -$2.28万 | 减仓 |
| — | ISHARES TR | $20.80万 | 0.01% | 7,827 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $20.70万 | 0.01% | 522 | -3,305 | -86.4% | -$131.04万 | 减仓 |
| TLH | ISHARES TR | $20.61万 | 0.01% | 2,046 | 2,046 | — | $20.61万 | 新建仓 |
| SBUX | STARBUCKS CORP | $20.39万 | 0.01% | 2,276 | 2,276 | — | $20.39万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $20.27万 | 0.01% | 2,925 | 663 | 29.3% | $4.59万 | 加仓 |
| VCR | VANGUARD WORLD FD | $20.25万 | 0.01% | 564 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $20.20万 | 0.01% | 318 | 318 | — | $20.20万 | 新建仓 |
| JBL | JABIL INC | $20.19万 | 0.01% | 760 | 760 | — | $20.19万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $20.16万 | 0.01% | 3,102 | 3,102 | — | $20.16万 | 新建仓 |
| APP | APPLOVIN CORP | $20.10万 | 0.01% | 505 | 165 | 48.5% | $6.57万 | 加仓 |
| GRAL | GRAIL INC | $20.06万 | 0.01% | 3,881 | 250 | 6.9% | $1.29万 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $20.05万 | 0.01% | 6,682 | 6,682 | — | $20.05万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $20.04万 | 0.01% | 451 | -5 | -1.1% | -$2,222 | 减仓 |
| QS | QUANTUMSCAPE CORP | $18.22万 | 0.01% | 28,554 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $17.04万 | 0.01% | 4,370 | 4,370 | — | $17.04万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $14.18万 | 0.01% | 28,200 | -367 | -1.3% | -$1,846 | 减仓 |
| HAL | HALLIBURTON CO 看涨期权 | $9.75万 | 0.00% | 2,500 | 2,500 | — | $9.75万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $9.00万 | 0.00% | 11,333 | 11,333 | — | $9.00万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $5.76万 | 0.00% | 1,500 | 1,500 | — | $5.76万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $5.41万 | 0.00% | 200 | 200 | — | $5.41万 | 新建仓 |
| — | RESOURCES CONNECTION INC | $4.52万 | 0.00% | 12,131 | -3,204 | -20.9% | -$1.20万 | 减仓 |
| — | BLACK DIAMOND THERAPEUTICS I | $2.42万 | 0.00% | 11,355 | 11,355 | — | $2.42万 | 新建仓 |
| — | ENLIVEX LTD | $1.64万 | 0.00% | 17,647 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -20,838 | -100.0% | -$164.50万 | 清仓 |
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -25,435 | -100.0% | -$119.06万 | 清仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -14,034 | -100.0% | -$92.50万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -9,605 | -100.0% | -$51.91万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -7,619 | -100.0% | -$36.24万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,960 | -100.0% | -$36.04万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -2,747 | -100.0% | -$28.61万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -1,716 | -100.0% | -$24.84万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EPR | EPR PPTYS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,726 | -100.0% | -$22.83万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -4,799 | -100.0% | -$22.02万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -8,207 | -100.0% | -$21.61万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -523 | -100.0% | -$20.99万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,440 | -100.0% | -$20.40万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EVOLUTION PETE CORP | $0 | 0.00% | 0 | -23,240 | -100.0% | -$8.23万 | 清仓 |