Prosperity Financial Group, Inc.
San Ramon CA · SEC CIK 0001991334
$2.71亿2026Q1 申报市值
186持仓数
28.1%前十大占比 · 第一大 6.9%
19 / 17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
AAPL 加仓+$286.12万
ABBV 加仓+$154.29万
HFXI 加仓+$139.89万
AVUV 新建仓+$125.70万
TJX 新建仓+$125.67万
2026Q1 卖出最多 按季末市值估算
SNDK 减仓-$1,058.48万
PUTNAM ETF TRUST 减仓-$169.84万
AVGO 减仓-$148.99万
FIRST TR EXCHNG 减仓-$148.93万
CIBR 减仓-$142.81万
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 |
|---|---|---|---|---|---|---|---|---|
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -5,215 | -100.0% | -$86.76万 | 清仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -8,077 | -100.0% | -$37.79万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,408 | -100.0% | -$30.24万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -6,542 | -100.0% | -$25.34万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,071 | -100.0% | -$23.90万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,090 | -100.0% | -$23.78万 | 清仓 |
| TSLA | TESLA INC 看跌期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$22.49万 | 清仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,561 | -100.0% | -$22.42万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,176 | -100.0% | -$21.82万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -826 | -100.0% | -$21.38万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -563 | -100.0% | -$21.10万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -340 | -100.0% | -$20.88万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP 看涨期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$15.59万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -447 | -100.0% | -$8.71万 | 清仓 |
| NIO | NIO INC 看涨期权 | $0 | 0.00% | 0 | -7,500 | -100.0% | -$3.83万 | 清仓 |
| — | INNOVIZ TECHNOLOGIES LTD 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$8,531 | 清仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $0 | 0.00% | 0 | -7,550 | -100.0% | -$6,441 | 清仓 |
| — | HEARTCORE ENTERPRISES INC | $3,365 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVT CORP | $5.16万 | 0.02% | 11,500 | 11,500 | — | $5.16万 | 新建仓 |
| CLSK | CLEANSPARK INC | $10.46万 | 0.04% | 12,295 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $14.71万 | 0.05% | 24,400 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $20.36万 | 0.08% | 10,550 | 300 | 2.9% | $5,790 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $20.38万 | 0.08% | 337 | 337 | — | $20.38万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.46万 | 0.08% | 1,007 | 133 | 15.2% | $2.70万 | 加仓 |
| MCD | MCDONALDS CORP | $20.71万 | 0.08% | 666 | 666 | — | $20.71万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $21.06万 | 0.08% | 573 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $21.31万 | 0.08% | 2,409 | 2,409 | — | $21.31万 | 新建仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $21.44万 | 0.08% | 7,457 | 7,457 | — | $21.44万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $21.66万 | 0.08% | 1,981 | -12,946 | -86.7% | -$141.58万 | 减仓 |
| CMS | CMS ENERGY CORP | $21.68万 | 0.08% | 2,794 | -164 | -5.5% | -$1.27万 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $21.96万 | 0.08% | 2,139 | 57 | 2.7% | $5,851 | 加仓 |
| — | GLADSTONE INVT CORP | $22.29万 | 0.08% | 15,700 | -300 | -1.9% | -$4,260 | 减仓 |
| DGRO | ISHARES TR | $22.41万 | 0.08% | 3,193 | 152 | 5.0% | $1.07万 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $22.44万 | 0.08% | 9,991 | 9,991 | — | $22.44万 | 新建仓 |
| ROST | ROSS STORES INC | $22.62万 | 0.08% | 1,044 | 1,044 | — | $22.62万 | 新建仓 |
| AEE | AMEREN CORP | $22.83万 | 0.08% | 2,077 | 50 | 2.5% | $5,496 | 加仓 |
| — | THE ALGER ETF TRUST | $23.65万 | 0.09% | 12,140 | -791 | -6.1% | -$1.54万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $23.79万 | 0.09% | 5,211 | -1,959 | -27.3% | -$8.94万 | 减仓 |
| IWF | ISHARES TR | $24.09万 | 0.09% | 565 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $24.13万 | 0.09% | 2,510 | -98 | -3.8% | -$9,423 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $24.39万 | 0.09% | 1,863 | -26 | -1.4% | -$3,404 | 重新持有 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $24.79万 | 0.09% | 7,341 | -150 | -2.0% | -$5,066 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $25.19万 | 0.09% | 2,266 | -82 | -3.5% | -$9,117 | 减仓 |
| DVY | ISHARES TR | $25.32万 | 0.09% | 1,672 | -25 | -1.5% | -$3,785 | 减仓 |
| TFPN | TIDAL TRUST II | $25.68万 | 0.09% | 9,235 | 1,327 | 16.8% | $3.69万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $26.46万 | 0.10% | 6,584 | -251 | -3.7% | -$1.01万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $26.89万 | 0.10% | 889 | 80 | 9.9% | $2.42万 | 加仓 |
| IWM | ISHARES TR | $27.42万 | 0.10% | 1,106 | 1 | 0.1% | $248 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $27.53万 | 0.10% | 6,916 | 1,480 | 27.2% | $5.89万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $27.65万 | 0.10% | 5,895 | 5,895 | — | $27.65万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $28.27万 | 0.10% | 205 | 205 | — | $28.27万 | 新建仓 |
| LGLV | SPDR SERIES TRUST | $28.42万 | 0.10% | 1,596 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $28.50万 | 0.11% | 386 | 386 | — | $28.50万 | 新建仓 |
| IWV | ISHARES TR | $29.01万 | 0.11% | 783 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $29.10万 | 0.11% | 2,453 | 5 | 0.2% | $593 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $29.64万 | 0.11% | 7,520 | -36 | -0.5% | -$1,419 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $29.80万 | 0.11% | 8,564 | 7 | 0.1% | $244 | 加仓 |
| KO | COCA COLA CO | $29.94万 | 0.11% | 3,937 | 114 | 3.0% | $8,670 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $30.06万 | 0.11% | 871 | 77 | 9.7% | $2.66万 | 加仓 |
| — | ETF SER SOLUTIONS | $30.49万 | 0.11% | 3,047 | 3,047 | — | $30.49万 | 新建仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $30.59万 | 0.11% | 15,008 | 15,008 | — | $30.59万 | 新建仓 |
| SHV | ISHARES TR | $30.81万 | 0.11% | 2,791 | 2,791 | — | $30.81万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $31.06万 | 0.11% | 3,389 | 3,389 | — | $31.06万 | 新建仓 |
| CNEQ | THE ALGER ETF TRUST | $31.50万 | 0.12% | 10,123 | 2,166 | 27.2% | $6.74万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $32.43万 | 0.12% | 6,439 | 48 | 0.8% | $2,418 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $32.62万 | 0.12% | 801 | 2 | 0.3% | $815 | 加仓 |
| — | PGIM ETF TR | $33.23万 | 0.12% | 6,700 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $33.53万 | 0.12% | 1,320 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $33.62万 | 0.12% | 4,471 | 1,527 | 51.9% | $11.48万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $34.11万 | 0.13% | 381 | 16 | 4.4% | $1.43万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $34.44万 | 0.13% | 960 | 33 | 3.6% | $1.18万 | 加仓 |
| — | EXXON MOBIL CORP | $34.47万 | 0.13% | 2,031 | -40 | -1.9% | -$6,788 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $34.83万 | 0.13% | 3,476 | 405 | 13.2% | $4.06万 | 加仓 |
| HEGD | LISTED FDS TR | $36.03万 | 0.13% | 14,589 | 198 | 1.4% | $4,891 | 加仓 |
| WELL | WELLTOWER INC | $36.71万 | 0.14% | 1,857 | -91 | -4.7% | -$1.80万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $38.71万 | 0.14% | 334 | 13 | 4.0% | $1.51万 | 加仓 |
| MGC | VANGUARD WORLD FD | $39.47万 | 0.15% | 1,670 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $40.27万 | 0.15% | 684 | 25 | 3.8% | $1.47万 | 加仓 |
| — | FEDERATED HERMES ETF TRUST | $41.75万 | 0.15% | 7,786 | 7,786 | — | $41.75万 | 新建仓 |
| EQIX | EQUINIX INC | $41.86万 | 0.15% | 427 | 31 | 7.8% | $3.04万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $44.75万 | 0.17% | 529 | 64 | 13.8% | $5.41万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $46.36万 | 0.17% | 14,837 | -93 | -0.6% | -$2,906 | 减仓 |
| SO | SOUTHERN CO | $47.73万 | 0.18% | 4,945 | 34 | 0.7% | $3,282 | 加仓 |
| NOW | SERVICENOW INC | $48.09万 | 0.18% | 4,600 | 114 | 2.5% | $1.19万 | 加仓 |
| IEI | ISHARES TR | $49.18万 | 0.18% | 4,147 | -1,567 | -27.4% | -$18.58万 | 减仓 |
| CSCO | CISCO SYS INC | $50.34万 | 0.19% | 6,488 | -199 | -3.0% | -$1.54万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $50.62万 | 0.19% | 12,487 | 3,565 | 40.0% | $14.45万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $51.76万 | 0.19% | 2,135 | 28 | 1.3% | $6,788 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $51.79万 | 0.19% | 9,328 | 248 | 2.7% | $1.38万 | 加仓 |
| COHR | COHERENT CORP | $52.03万 | 0.19% | 2,184 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $54.20万 | 0.20% | 12,413 | 50 | 0.4% | $2,183 | 加仓 |
| PG | PROCTER & GAMBLE CO | $55.51万 | 0.21% | 3,843 | 103 | 2.8% | $1.49万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $55.93万 | 0.21% | 2,832 | 37 | 1.3% | $7,308 | 加仓 |
| — | PROSHARES TR | $56.35万 | 0.21% | 14,166 | -230 | -1.6% | -$9,149 | 减仓 |
| TXT | TEXTRON INC | $56.61万 | 0.21% | 6,465 | 181 | 2.9% | $1.58万 | 加仓 |
| TOST | TOAST INC | $57.29万 | 0.21% | 21,609 | 778 | 3.7% | $2.06万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $62.36万 | 0.23% | 5,165 | 0 | 0.0% | — | 不变 |
| RDIV | INVESCO EXCH TRADED FD TR II | $64.24万 | 0.24% | 11,542 | -397 | -3.3% | -$2.21万 | 减仓 |