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
AXTA AXALTA COATING SYS LTD $21.31万0.01%6,226 6,226— $21.31万 新建仓
BABA ALIBABA GROUP HLDG LTD $21.25万0.01%2,214 2,214— $21.25万 新建仓
CVE CENOVUS ENERGY INC $21.22万0.01%8,554 8,554— $21.22万 新建仓
STLD STEEL DYNAMICS INC $21.20万0.01%924 924— $21.20万 新建仓
HUM HUMANA INC $21.13万0.01%532 532— $21.13万 新建仓
PB PROSPERITY BANCSHARES INC $20.91万0.01%2,863 2,863— $20.91万 新建仓
TAN INVESCO EXCH TRADED FD TR II $20.86万0.01%3,527 3,527— $20.86万 新建仓
RGA REINSURANCE GROUP AMER INC $20.84万0.01%980 980— $20.84万 新建仓
RMD RESMED INC $20.83万0.01%1,069 1,069— $20.83万 新建仓
— FIRST TR EXCHNG TRADED FD VI $20.82万0.01%7,558 7,558— $20.82万 新建仓
CIEN CIENA CORP $20.80万0.01%424 424— $20.80万 新建仓
SHW SHERWIN WILLIAMS CO $20.80万0.01%604 604— $20.80万 新建仓
MELI MERCADOLIBRE INC $20.69万0.01%122 00.0% — 不变
XES SPDR SERIES TRUST $20.66万0.01%1,843 1,843— $20.66万 新建仓
SCHK SCHWAB STRATEGIC TR $20.45万0.01%5,671 -1,371-19.5% -$4.94万 减仓
INCY INCYTE CORP $20.39万0.01%1,799 1,799— $20.39万 新建仓
MMM 3M CO $20.36万0.01%1,257 1,257— $20.36万 新建仓
BBT BEACON FINANCIAL CORP. $20.35万0.01%6,682 00.0% — 不变
NFG NATIONAL FUEL GAS CO $20.29万0.01%2,628 2,628— $20.29万 新建仓
AIT APPLIED INDL TECHNOLOGIES IN $20.29万0.01%600 600— $20.29万 新建仓
SPYG SPDR SERIES TRUST $20.10万0.01%1,689 1,689— $20.10万 新建仓
LYG LLOYDS BANKING GROUP PLC $19.72万0.01%33,827 5,62720.0% $3.28万 加仓
MFG MIZUHO FINANCIAL GROUP INC $19.53万0.01%20,388 9,05579.9% $8.67万 加仓
PCG PG&E CORP $17.31万0.01%10,289 10,289— $17.31万 新建仓
GCMG GCM GROSVENOR INC $12.42万0.00%10,099 10,099— $12.42万 新建仓
HLN HALEON PLC $11.96万0.00%12,823 12,823— $11.96万 新建仓
ARRY ARRAY TECHNOLOGIES INC 看涨期权 $11.12万0.00%15,000 15,000— $11.12万 新建仓
FLO FLOWERS FOODS INC $10.99万0.00%13,912 13,912— $10.99万 新建仓
ANET ARISTA NETWORKS INC 看涨期权 $8.49万0.00%500 500— $8.49万 新建仓
UNH UNITEDHEALTH GROUP INC 看涨期权 $8.31万0.00%200 00.0% — 不变
ADT ADT INC DEL $8.25万0.00%12,699 12,699— $8.25万 新建仓
KMI KINDER MORGAN INC DEL 看涨期权 $7.99万0.00%2,500 2,500— $7.99万 新建仓
— RESOURCES CONNECTION INC $5.08万0.00%11,944 -187-1.5% -$795 减仓
IBIT ISHARES BITCOIN TRUST ETF 看涨期权 $4.99万0.00%1,500 00.0% — 不变
GTM ZOOMINFO TECHNOLOGIES INC $4.37万0.00%14,930 14,930— $4.37万 新建仓
WIT WIPRO LTD $2.88万0.00%12,793 12,793— $2.88万 新建仓
MLM MARTIN MARIETTA MATLS INC $00.00%0 -821-100.0% -$48.33万 清仓
DT DYNATRACE INC $00.00%0 -8,160-100.0% -$30.18万 清仓
EQNR EQUINOR ASA $00.00%0 -5,830-100.0% -$24.60万 清仓
SLB SLB LIMITED $00.00%0 -4,602-100.0% -$23.65万 清仓
NKE NIKE INC $00.00%0 -4,351-100.0% -$22.98万 清仓
PDBC INVESCO ACTVELY MNGD ETC FD $00.00%0 -12,545-100.0% -$21.73万 清仓
THRO BLACKROCK ETF TRUST $00.00%0 -5,954-100.0% -$21.57万 清仓
EPI WISDOMTREE TR $00.00%0 -5,267-100.0% -$21.49万 清仓
AN AUTONATION INC $00.00%0 -1,076-100.0% -$21.01万 清仓
TLH ISHARES TR $00.00%0 -2,046-100.0% -$20.61万 清仓
OXY OCCIDENTAL PETE CORP $00.00%0 -3,102-100.0% -$20.16万 清仓
AMP AMERIPRISE FINL INC $00.00%0 -451-100.0% -$20.04万 清仓
HAL HALLIBURTON CO $00.00%0 -4,370-100.0% -$17.04万 清仓
HAL HALLIBURTON CO 看涨期权 $00.00%0 -2,500-100.0% -$9.75万 清仓
— BLACK DIAMOND THERAPEUTICS I $00.00%0 -11,355-100.0% -$2.42万 清仓
— ENLIVEX LTD $00.00%0 -17,647-100.0% -$1.64万 清仓