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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2.89亿 | 12.85% | 442,174 | 10,435 | 2.4% | $681.62万 | 加仓 |
| EFA | ISHARES TR | $1.08亿 | 4.81% | 1,113,071 | 117,348 | 11.8% | $1,139.80万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $7,769.83万 | 3.46% | 1,370,824 | 90,875 | 7.1% | $515.08万 | 加仓 |
| QQQ | INVESCO QQQ TR | $7,273.62万 | 3.24% | 126,020 | 714 | 0.6% | $41.21万 | 加仓 |
| IWY | ISHARES TR | $7,267.81万 | 3.23% | 292,068 | 91,472 | 45.6% | $2,276.19万 | 加仓 |
| AAPL | APPLE INC | $6,903.47万 | 3.07% | 272,015 | 2,758 | 1.0% | $70.00万 | 加仓 |
| MGV | VANGUARD WORLD FD | $5,408.02万 | 2.41% | 373,096 | 3,621 | 1.0% | $52.49万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5,235.32万 | 2.33% | 220,323 | 96,049 | 77.3% | $2,282.32万 | 加仓 |
| QUAL | ISHARES TR | $5,084.26万 | 2.26% | 265,068 | 1,414 | 0.5% | $27.12万 | 加仓 |
| ICSH | ISHARES TR | $4,523.27万 | 2.01% | 893,574 | 98,141 | 12.3% | $496.79万 | 加仓 |
| EFV | ISHARES TR | $4,308.60万 | 1.92% | 579,503 | 11,139 | 2.0% | $82.82万 | 加仓 |
| AGG | ISHARES TR | $3,720.70万 | 1.66% | 374,806 | -6,165 | -1.6% | -$61.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,554.36万 | 1.58% | 54,654 | 1,401 | 2.6% | $91.11万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,473.95万 | 1.55% | 261,395 | 7,683 | 3.0% | $102.11万 | 加仓 |
| VO | VANGUARD INDEX FDS | $3,283.63万 | 1.46% | 114,341 | 2,384 | 2.1% | $68.46万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3,081.93万 | 1.37% | 912,623 | 52,514 | 6.1% | $177.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,861.44万 | 1.27% | 164,073 | 2,689 | 1.7% | $46.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,627.34万 | 1.17% | 70,977 | -3,332 | -4.5% | -$123.34万 | 减仓 |
| GOOGL | ALPHABET INC | $2,119.01万 | 0.94% | 73,689 | 438 | 0.6% | $12.60万 | 加仓 |
| AMZN | AMAZON COM INC | $2,047.88万 | 0.91% | 98,328 | 144 | 0.1% | $3.00万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,995.16万 | 0.89% | 650,312 | -60,561 | -8.5% | -$185.80万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,865.96万 | 0.83% | 38,939 | 101 | 0.3% | $4.84万 | 加仓 |
| IVW | ISHARES TR | $1,732.13万 | 0.77% | 153,137 | -364 | -0.2% | -$4.12万 | 减仓 |
| IWS | ISHARES TR | $1,648.40万 | 0.73% | 113,106 | 1,945 | 1.7% | $28.35万 | 加仓 |
| IGIB | ISHARES TR | $1,631.52万 | 0.73% | 306,562 | -5,757 | -1.8% | -$30.64万 | 减仓 |
| AVGO | BROADCOM INC | $1,589.11万 | 0.71% | 51,343 | 1,056 | 2.1% | $32.68万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,421.62万 | 0.63% | 97,411 | -790 | -0.8% | -$11.53万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,348.01万 | 0.60% | 121,596 | -4,434 | -3.5% | -$49.16万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,341.08万 | 0.60% | 45,590 | -1,140 | -2.4% | -$33.53万 | 减仓 |
| GOOG | ALPHABET INC | $1,324.50万 | 0.59% | 46,173 | -334 | -0.7% | -$9.58万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,244.49万 | 0.55% | 12,490 | 1,733 | 16.1% | $172.67万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,144.96万 | 0.51% | 78,096 | -2,644 | -3.3% | -$38.76万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,123.04万 | 0.50% | 227,474 | -13,481 | -5.6% | -$66.56万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,117.22万 | 0.50% | 220,751 | -35,144 | -13.7% | -$177.86万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,079.39万 | 0.48% | 229,511 | -4,578 | -2.0% | -$21.53万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $1,078.80万 | 0.48% | 98,990 | -6,840 | -6.5% | -$74.54万 | 减仓 |
| EFG | ISHARES TR | $1,058.43万 | 0.47% | 95,037 | 7,104 | 8.1% | $79.12万 | 加仓 |
| IEFA | ISHARES TR | $1,039.09万 | 0.46% | 114,778 | 9,501 | 9.0% | $86.01万 | 加仓 |
| IWP | ISHARES TR | $1,034.29万 | 0.46% | 80,728 | 4,332 | 5.7% | $55.50万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1,030.33万 | 0.46% | 286,522 | 2,858 | 1.0% | $10.28万 | 加仓 |
| — | EXXON MOBIL CORP | $1,021.20万 | 0.45% | 60,191 | 121 | 0.2% | $2.05万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $999.56万 | 0.44% | 60,323 | 1,710 | 2.9% | $28.33万 | 加仓 |
| DGRO | ISHARES TR | $992.09万 | 0.44% | 141,364 | 753 | 0.5% | $5.28万 | 加仓 |
| IWF | ISHARES TR | $987.20万 | 0.44% | 23,152 | 4,353 | 23.2% | $185.61万 | 加仓 |
| LLY | ELI LILLY & CO | $966.51万 | 0.43% | 10,508 | 488 | 4.9% | $44.89万 | 加仓 |
| IEMG | ISHARES INC | $958.65万 | 0.43% | 137,441 | 41,397 | 43.1% | $288.74万 | 加仓 |
| MUNI | PIMCO ETF TR | $943.31万 | 0.42% | 180,745 | 23,409 | 14.9% | $122.17万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $923.81万 | 0.41% | 144,166 | -3,502 | -2.4% | -$22.44万 | 减仓 |
| WMT | WALMART INC | $850.96万 | 0.38% | 68,471 | 347 | 0.5% | $4.31万 | 加仓 |
| V | VISA INC | $816.24万 | 0.36% | 27,006 | -1,217 | -4.3% | -$36.78万 | 减仓 |
| META | META PLATFORMS INC | $808.99万 | 0.36% | 14,140 | -489 | -3.3% | -$27.98万 | 减仓 |
| DGRW | WISDOMTREE TR | $807.67万 | 0.36% | 91,948 | -5,090 | -5.2% | -$44.71万 | 减仓 |
| GLD | SPDR GOLD TR | $760.06万 | 0.34% | 17,664 | 238 | 1.4% | $10.24万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $741.13万 | 0.33% | 145,892 | 12,068 | 9.0% | $61.31万 | 加仓 |
| AOA | ISHARES TR | $730.71万 | 0.33% | 82,575 | 7,120 | 9.4% | $63.00万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $706.94万 | 0.31% | 148,735 | -21,150 | -12.4% | -$100.53万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $699.55万 | 0.31% | 24,326 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $694.43万 | 0.31% | 32,290 | -705 | -2.1% | -$15.16万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $666.07万 | 0.30% | 19,709 | 1,007 | 5.4% | $34.03万 | 加仓 |
| COWZ | PACER FDS TR | $653.67万 | 0.29% | 104,487 | -2,264 | -2.1% | -$14.16万 | 减仓 |
| MUB | ISHARES TR | $652.24万 | 0.29% | 61,445 | -306 | -0.5% | -$3.25万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $649.16万 | 0.29% | 127,336 | -8,962 | -6.6% | -$45.69万 | 减仓 |
| EZU | ISHARES INC | $645.93万 | 0.29% | 103,117 | 62,173 | 151.8% | $389.45万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $642.35万 | 0.29% | 741,744 | 13,051 | 1.8% | $11.30万 | 加仓 |
| DGS | WISDOMTREE TR | $621.85万 | 0.28% | 103,469 | -8,680 | -7.7% | -$52.17万 | 减仓 |
| HD | HOME DEPOT INC | $621.23万 | 0.28% | 18,889 | -1,614 | -7.9% | -$53.08万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $613.60万 | 0.27% | 78,255 | 5,067 | 6.9% | $39.73万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $606.67万 | 0.27% | 37,511 | -1,598 | -4.1% | -$25.84万 | 减仓 |
| IWD | ISHARES TR | $587.03万 | 0.26% | 27,474 | 8,638 | 45.9% | $184.56万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $586.45万 | 0.26% | 128,550 | 12,727 | 11.0% | $58.06万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $572.99万 | 0.25% | 23,639 | -1,769 | -7.0% | -$42.88万 | 减仓 |
| KO | COCA COLA CO | $572.50万 | 0.25% | 75,280 | -2,751 | -3.5% | -$20.92万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $572.08万 | 0.25% | 48,224 | 394 | 0.8% | $4.67万 | 加仓 |
| ABBV | ABBVIE INC | $571.69万 | 0.25% | 26,286 | -429 | -1.6% | -$9.33万 | 减仓 |
| IWR | ISHARES TR | $571.20万 | 0.25% | 58,747 | -1,738 | -2.9% | -$16.90万 | 减仓 |
| DES | WISDOMTREE TR | $549.23万 | 0.24% | 152,818 | -11,866 | -7.2% | -$42.65万 | 减仓 |
| MCD | MCDONALDS CORP | $540.52万 | 0.24% | 17,392 | -1,558 | -8.2% | -$48.42万 | 减仓 |
| IWM | ISHARES TR | $539.96万 | 0.24% | 21,773 | -254 | -1.2% | -$6.30万 | 减仓 |
| OKE | ONEOK INC NEW | $530.77万 | 0.24% | 58,720 | -1,941 | -3.2% | -$17.54万 | 减仓 |
| AOR | ISHARES TR | $524.28万 | 0.23% | 81,473 | 5,105 | 6.7% | $32.85万 | 加仓 |
| CSCO | CISCO SYS INC | $517.86万 | 0.23% | 66,743 | -407 | -0.6% | -$3.16万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $501.80万 | 0.22% | 20,528 | 845 | 4.3% | $20.66万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $474.66万 | 0.21% | 103,434 | -2,083 | -2.0% | -$9.56万 | 减仓 |
| IVE | ISHARES TR | $465.12万 | 0.21% | 22,028 | 12,962 | 143.0% | $273.69万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $464.18万 | 0.21% | 18,037 | -338 | -1.8% | -$8.70万 | 减仓 |
| TSLA | TESLA INC | $457.85万 | 0.20% | 12,316 | 58 | 0.5% | $2.16万 | 加仓 |
| BILS | SPDR SERIES TRUST | $444.59万 | 0.20% | 44,710 | -10,429 | -18.9% | -$103.71万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $432.57万 | 0.19% | 86,170 | -8,492 | -9.0% | -$42.63万 | 减仓 |
| SNA | SNAP ON INC | $425.21万 | 0.19% | 11,707 | -445 | -3.7% | -$16.16万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $417.62万 | 0.19% | 56,711 | 1,342 | 2.4% | $9.88万 | 加仓 |
| VLO | VALERO ENERGY CORP | $409.91万 | 0.18% | 16,590 | -1,442 | -8.0% | -$35.63万 | 减仓 |
| BAC | BANK AMERICA CORP | $404.05万 | 0.18% | 82,882 | 496 | 0.6% | $2.42万 | 加仓 |
| EWC | ISHARES INC | $394.29万 | 0.18% | 71,964 | 43,505 | 152.9% | $238.36万 | 加仓 |
| QCOM | QUALCOMM INC | $389.25万 | 0.17% | 30,226 | -863 | -2.8% | -$11.11万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $386.23万 | 0.17% | 19,685 | -1,265 | -6.0% | -$24.82万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $385.23万 | 0.17% | 27,641 | -1,525 | -5.2% | -$21.25万 | 减仓 |
| BIL | SPDR SERIES TRUST | $383.55万 | 0.17% | 41,854 | 29,648 | 242.9% | $271.70万 | 加仓 |
| EWJ | ISHARES INC | $372.40万 | 0.17% | 44,102 | 24,985 | 130.7% | $210.97万 | 加仓 |
| IDEV | ISHARES TR | $365.29万 | 0.16% | 43,711 | 3,347 | 8.3% | $27.97万 | 加仓 |
| IJH | ISHARES TR | $364.80万 | 0.16% | 54,021 | -146 | -0.3% | -$9,859 | 减仓 |