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
ADBE ADOBE INC $28.13万0.01%1,372 382.8% $7,791 加仓
URI UNITED RENTALS INC $27.98万0.01%247 247— $27.98万 新建仓
LINC LINCOLN EDL SVCS CORP $27.79万0.01%5,570 5,570— $27.79万 新建仓
— ESCALADE INC $27.73万0.01%14,767 -592-3.9% -$1.11万 减仓
URTH ISHARES INC $27.63万0.01%1,363 14511.9% $2.94万 加仓
VICI VICI PPTYS INC $27.56万0.01%10,379 10,379— $27.56万 新建仓
BBDC BARINGS BDC INC $27.55万0.01%32,331 40.0% $34 加仓
PPG PPG INDS INC $27.38万0.01%2,257 2,257— $27.38万 新建仓
MPWR MONOLITHIC PWR SYS INC $27.37万0.01%198 198— $27.37万 新建仓
VV VANGUARD INDEX FDS $27.19万0.01%791 -4,550-85.2% -$156.38万 减仓
FNB F N B CORP $27.11万0.01%14,207 14,207— $27.11万 新建仓
SAN BANCO SANTANDER SA $27.00万0.01%19,568 19,568— $27.00万 新建仓
PBW INVESCO EXCHANGE TRADED FD T $26.91万0.01%6,899 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $26.66万0.01%1,947 1,027111.6% $14.06万 重新持有
FSEP FIRST TR EXCHNG TRADED FD VI $26.66万0.01%4,840 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $26.58万0.01%640 355.8% $1.45万 加仓
LIT GLOBAL X FDS $26.57万0.01%3,394 3,394— $26.57万 新建仓
ORI OLD REP INTL CORP $26.52万0.01%6,481 -124-1.9% -$5,074 减仓
LNG CHENIERE ENERGY INC $26.39万0.01%1,104 141.3% $3,346 加仓
IAU ISHARES GOLD TR $26.37万0.01%3,492 -91-2.5% -$6,871 减仓
GAUG FIRST TR EXCHNG TRADED FD VI $26.32万0.01%6,354 -20-0.3% -$828 减仓
STAG STAG INDUSTRIAL INC $26.16万0.01%6,874 6,874— $26.16万 新建仓
TROW PRICE T ROWE GROUP INC $26.09万0.01%2,294 2,294— $26.09万 新建仓
ROST ROSS STORES INC $26.05万0.01%1,224 1,224— $26.05万 新建仓
AYI ACUITY INC $26.01万0.01%691 691— $26.01万 新建仓
INTU INTUIT $25.97万0.01%995 -31-3.0% -$8,091 减仓
MBB ISHARES TR $25.94万0.01%2,744 2369.4% $2.23万 加仓
— WESTWOOD HLDGS GROUP INC $25.64万0.01%13,380 -659-4.7% -$1.26万 减仓
BIIB BIOGEN INC $25.54万0.01%1,182 1,182— $25.54万 新建仓
IJR ISHARES TR $25.53万0.01%1,721 1,721— $25.53万 新建仓
ODFL OLD DOMINION FREIGHT LINE IN $25.41万0.01%1,173 1,173— $25.41万 新建仓
BHB BAR HBR BANKSHARES $25.30万0.01%6,699 -388-5.5% -$1.47万 减仓
TCAF T ROWE PRICE EXCHANGE-TRADED $25.18万0.01%6,126 00.0% — 不变
VMRK EQUITY RESIDENTIAL $25.11万0.01%3,697 3,697— $25.11万 新建仓
REGN REGENERON PHARMACEUTICALS $25.07万0.01%402 4211.7% $2.62万 加仓
REG REGENCY CTRS CORP $25.03万0.01%3,139 3,139— $25.03万 新建仓
— SUPERIOR GROUP OF CO INC $24.94万0.01%19,010 -1,484-7.2% -$1.95万 减仓
VHT VANGUARD WORLD FD $24.91万0.01%833 00.0% — 不变
DOCT FIRST TR EXCHNG TRADED FD VI $24.65万0.01%5,281 -74-1.4% -$3,454 减仓
KDP KEURIG DR PEPPER INC $24.54万0.01%7,498 7,498— $24.54万 新建仓
EMXC ISHARES INC $24.45万0.01%2,390 2,390— $24.45万 新建仓
TM TOYOTA MOTOR CORP $24.44万0.01%1,451 23219.0% $3.91万 加仓
GMAR FIRST TR EXCHNG TRADED FD VI $24.42万0.01%5,519 00.0% — 不变
MHK MOHAWK INDS INC $24.39万0.01%2,010 2,010— $24.39万 新建仓
SPSM SPDR SERIES TRUST $24.03万0.01%4,167 4,167— $24.03万 新建仓
UGI UGI CORP NEW $23.98万0.01%6,944 6,944— $23.98万 新建仓
FHB FIRST HAWAIIAN INC $23.96万0.01%8,176 8,176— $23.96万 新建仓
IWO ISHARES TR $23.90万0.01%607 607— $23.90万 新建仓
WSM WILLIAMS SONOMA INC $23.87万0.01%1,024 1,024— $23.87万 新建仓
DMAR FIRST TR EXCHNG TRADED FD VI $23.66万0.01%5,290 -193-3.5% -$8,633 减仓
ING ING GROEP N.V. $23.61万0.01%7,523 7,523— $23.61万 新建仓
FAST FASTENAL CO $23.52万0.01%4,898 4,898— $23.52万 新建仓
WRB BERKLEY W R CORP $23.52万0.01%3,335 3,335— $23.52万 新建仓
FMAY FIRST TR EXCHNG TRADED FD VI $23.46万0.01%4,175 00.0% — 不变
NOV NOV INC $23.45万0.01%12,644 12,644— $23.45万 新建仓
SCHB SCHWAB STRATEGIC TR $23.29万0.01%8,043 8,043— $23.29万 新建仓
ISTB ISHARES TR $23.27万0.01%4,823 551.2% $2,654 加仓
SNY SANOFI SA $23.11万0.01%5,418 30.1% $128 加仓
NTAP NETAPP INC $23.09万0.01%1,492 1,492— $23.09万 新建仓
GRAL GRAIL INC $23.08万0.01%3,381 -500-12.9% -$3.41万 减仓
GSBD GOLDMAN SACHS BDC INC $23.06万0.01%24,325 00.0% — 不变
XJH ISHARES TR $23.06万0.01%4,421 4,421— $23.06万 新建仓
GMAY FIRST TR EXCHNG TRADED FD VI $23.03万0.01%5,350 00.0% — 不变
FDX FEDEX CORP $23.02万0.01%735 735— $23.02万 新建仓
ROK ROCKWELL AUTOMATION INC $22.87万0.01%462 462— $22.87万 新建仓
IEX IDEX CORP $22.76万0.01%1,003 1,003— $22.76万 新建仓
TEL TE CONNECTIVITY PLC $22.72万0.01%1,127 1,127— $22.72万 新建仓
LAZ LAZARD INC $22.69万0.01%5,409 -92-1.7% -$3,859 减仓
PPL PPL CORP $22.58万0.01%6,213 6,213— $22.58万 新建仓
KEYS KEYSIGHT TECHNOLOGIES INC $22.58万0.01%645 645— $22.58万 新建仓
DVN DEVON ENERGY CORP NEW $22.40万0.01%5,422 5,422— $22.40万 新建仓
QS QUANTUMSCAPE CORP $22.39万0.01%29,622 1,0683.7% $8,074 加仓
SNDA SONIDA SENIOR LIVING INC $22.39万0.01%5,487 -2,503-31.3% -$10.21万 减仓
STIP ISHARES TR $22.37万0.01%2,190 -431-16.4% -$4.40万 减仓
VCR VANGUARD WORLD FD $22.37万0.01%564 00.0% — 不变
— WARNER BROS DISCOVERY INC $22.30万0.01%8,363 -379-4.3% -$1.01万 减仓
MKSI MKS INC. $22.28万0.01%501 501— $22.28万 新建仓
NEM NEWMONT CORP $22.14万0.01%2,370 32415.8% $3.03万 加仓
KKR KKR & CO INC $22.12万0.01%2,410 351.5% $3,213 加仓
NWSA NEWS CORP NEW $22.11万0.01%8,903 8,903— $22.11万 新建仓
OBDC BLUE OWL CAPITAL CORPORATION $22.10万0.01%20,333 00.0% — 不变
TBLD THORNBURG INCM BUILDER OPP T $22.07万0.01%10,000 00.0% — 不变
SRE SEMPRA $22.04万0.01%2,377 1546.9% $1.43万 加仓
SWK STANLEY BLACK & DECKER INC $22.00万0.01%2,337 2,337— $22.00万 新建仓
CNI CANADIAN NATL RY CO $21.96万0.01%1,842 1,842— $21.96万 新建仓
VOOG VANGUARD ADMIRAL FDS INC $21.96万0.01%2,658 2,658— $21.96万 新建仓
HPE HEWLETT PACKARD ENTERPRISE C $21.93万0.01%4,861 4,861— $21.93万 新建仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $21.92万0.01%877 877— $21.92万 新建仓
BRO BROWN & BROWN INC $21.89万0.01%3,413 3,413— $21.89万 新建仓
SIL GLOBAL X FDS $21.88万0.01%2,825 2,825— $21.88万 新建仓
IVZ INVESCO LTD $21.83万0.01%8,273 8,273— $21.83万 新建仓
DD DUPONT DE NEMOURS INC $21.77万0.01%1,605 1,605— $21.77万 新建仓
OEF ISHARES TR $21.73万0.01%594 -214-26.5% -$7.83万 减仓
SJM SMUCKER J M CO $21.72万0.01%1,931 1,931— $21.72万 新建仓
GSLC GOLDMAN SACHS ETF TR $21.71万0.01%1,530 00.0% — 重新持有
BLCR BLACKROCK ETF TRUST $21.55万0.01%4,279 4,279— $21.55万 新建仓
CORO BLACKROCK ETF TRUST $21.48万0.01%5,868 5,868— $21.48万 新建仓
EBAY EBAY INC. $21.43万0.01%1,918 1,918— $21.43万 新建仓
TXRH TEXAS ROADHOUSE INC $21.43万0.01%1,109 1,109— $21.43万 新建仓
— ISHARES TR $21.40万0.01%7,827 00.0% — 不变