Prosperity Financial Group, Inc.
San Ramon CA · SEC CIK 0001991334
$3.23亿2026Q2 申报市值
184持仓数
27.7%前十大占比 · 第一大 6.7%
15 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ALAI 新建仓+$527.41万
FIRST TR EXCHNG 新建仓+$506.54万
STARBOARD INVT T 新建仓+$448.64万
AVXC 新建仓+$374.63万
AIRR 加仓+$248.81万
2026Q2 卖出最多 按季末市值估算
FIRST TR EXCHNG 减仓-$489.92万
SNDK 减仓-$386.31万
UTES 清仓-$361.94万
AGOX 清仓-$309.36万
QGRO 减仓-$154.70万
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 |
|---|---|---|---|---|---|---|---|---|
| UTES | ETFIS SER TR I | $0 | 0.00% | 0 | -45,299 | -100.0% | -$361.94万 | 清仓 |
| AGOX | STARBOARD INVT TR | $0 | 0.00% | 0 | -116,214 | -100.0% | -$309.36万 | 清仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -16,351 | -100.0% | -$151.67万 | 清仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $0 | 0.00% | 0 | -24,589 | -100.0% | -$113.58万 | 清仓 |
| COWG | PACER FDS TR | $0 | 0.00% | 0 | -32,901 | -100.0% | -$111.00万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -13,200 | -100.0% | -$74.82万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -4,147 | -100.0% | -$49.18万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -2,031 | -100.0% | -$34.47万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,389 | -100.0% | -$31.06万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -2,791 | -100.0% | -$30.81万 | 清仓 |
| — | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -3,047 | -100.0% | -$30.49万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -1,106 | -100.0% | -$27.42万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,510 | -100.0% | -$24.13万 | 清仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -9,991 | -100.0% | -$22.44万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,139 | -100.0% | -$21.96万 | 清仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,981 | -100.0% | -$21.66万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -666 | -100.0% | -$20.71万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -337 | -100.0% | -$20.38万 | 清仓 |
| — | HEARTCORE ENTERPRISES INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$3,365 | 清仓 |
| — | PENNANTPARK INVT CORP | $4.59万 | 0.01% | 13,222 | 1,722 | 15.0% | $5,976 | 加仓 |
| — | SOUND POINT MERIDIAN CAP INC | $10.10万 | 0.03% | 10,199 | 10,199 | — | $10.10万 | 新建仓 |
| NIO | NIO INC | $12.38万 | 0.04% | 24,475 | 75 | 0.3% | $380 | 加仓 |
| CLSK | CLEANSPARK INC | $18.98万 | 0.06% | 13,045 | 750 | 6.1% | $1.09万 | 加仓 |
| ET | ENERGY TRANSFER L P | $20.17万 | 0.06% | 10,550 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $20.75万 | 0.06% | 2,712 | -82 | -2.9% | -$6,275 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $22.12万 | 0.07% | 7,665 | 208 | 2.8% | $6,002 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $22.20万 | 0.07% | 425 | 0 | 0.0% | — | 重新持有 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $22.93万 | 0.07% | 2,571 | 2,571 | — | $22.93万 | 新建仓 |
| AEE | AMEREN CORP | $23.56万 | 0.07% | 2,084 | 7 | 0.3% | $791 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $23.80万 | 0.07% | 1,880 | 17 | 0.9% | $2,152 | 加仓 |
| IESC | IES HOLDINGS INC | $23.88万 | 0.07% | 325 | 325 | — | $23.88万 | 新建仓 |
| — | GLADSTONE INVT CORP | $24.27万 | 0.08% | 15,700 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $25.21万 | 0.08% | 2,867 | 2 | 0.1% | $176 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $25.40万 | 0.08% | 2,720 | 311 | 12.9% | $2.90万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $25.66万 | 0.08% | 883 | 12 | 1.4% | $3,487 | 加仓 |
| TFPN | TIDAL TRUST II | $26.41万 | 0.08% | 8,382 | -853 | -9.2% | -$2.69万 | 减仓 |
| GE | GE AEROSPACE | $26.65万 | 0.08% | 713 | 713 | — | $26.65万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $26.82万 | 0.08% | 7,341 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.84万 | 0.08% | 562 | 562 | — | $26.84万 | 新建仓 |
| DVY | ISHARES TR | $27.15万 | 0.08% | 1,737 | 65 | 3.9% | $1.02万 | 加仓 |
| KO | COCA COLA CO | $27.50万 | 0.09% | 3,383 | -554 | -14.1% | -$4.50万 | 减仓 |
| AMAT | APPLIED MATLS INC | $27.57万 | 0.09% | 381 | 381 | — | $27.57万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.59万 | 0.09% | 1,232 | 225 | 22.3% | $5.04万 | 加仓 |
| DGRO | ISHARES TR | $27.85万 | 0.09% | 3,675 | 482 | 15.1% | $3.65万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $28.05万 | 0.09% | 1,546 | -50 | -3.1% | -$9,073 | 减仓 |
| IWF | ISHARES TR | $28.06万 | 0.09% | 2,260 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.32万 | 0.09% | 11,842 | -204,832 | -94.5% | -$489.92万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $28.88万 | 0.09% | 8,580 | 16 | 0.2% | $539 | 加仓 |
| — | THE ALGER ETF TRUST | $29.01万 | 0.09% | 11,690 | -450 | -3.7% | -$1.12万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $29.02万 | 0.09% | 2,266 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $29.13万 | 0.09% | 984 | 24 | 2.5% | $7,105 | 加仓 |
| USRT | ISHARES TR | $29.21万 | 0.09% | 4,396 | 4,396 | — | $29.21万 | 新建仓 |
| ASML | ASML HLDG NV | $29.44万 | 0.09% | 148 | 148 | — | $29.44万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $30.90万 | 0.10% | 5,968 | 73 | 1.2% | $3,780 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $31.04万 | 0.10% | 917 | 28 | 3.1% | $9,478 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $31.33万 | 0.10% | 6,637 | 53 | 0.8% | $2,502 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $31.94万 | 0.10% | 7,476 | 560 | 8.1% | $2.39万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.43万 | 0.10% | 425 | 425 | — | $32.43万 | 新建仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $32.68万 | 0.10% | 7,933 | 413 | 5.5% | $1.70万 | 加仓 |
| IWV | ISHARES TR | $33.37万 | 0.10% | 782 | -1 | -0.1% | -$427 | 减仓 |
| — | PGIM ETF TR | $33.42万 | 0.10% | 6,700 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $34.03万 | 0.11% | 410 | 24 | 6.2% | $1.99万 | 加仓 |
| HEGD | LISTED FDS TR | $35.93万 | 0.11% | 13,476 | -1,113 | -7.6% | -$2.97万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $36.81万 | 0.11% | 7,305 | 2,094 | 40.2% | $10.55万 | 加仓 |
| XAR | SPDR SERIES TRUST | $37.46万 | 0.12% | 1,320 | 0 | 0.0% | — | 不变 |
| QGRO | AMERICAN CENTY ETF TR | $37.66万 | 0.12% | 3,189 | -13,101 | -80.4% | -$154.70万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $37.66万 | 0.12% | 385 | 4 | 1.0% | $3,912 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $40.20万 | 0.12% | 697 | 13 | 1.9% | $7,497 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $40.83万 | 0.13% | 4,531 | 60 | 1.3% | $5,407 | 加仓 |
| WELL | WELLTOWER INC | $42.51万 | 0.13% | 1,873 | 16 | 0.9% | $3,632 | 加仓 |
| MGC | VANGUARD WORLD FD | $45.50万 | 0.14% | 1,663 | -7 | -0.4% | -$1,915 | 减仓 |
| SO | SOUTHERN CO | $45.72万 | 0.14% | 4,777 | -168 | -3.4% | -$1.61万 | 减仓 |
| EQIX | EQUINIX INC | $46.60万 | 0.14% | 447 | 20 | 4.7% | $2.08万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $47.02万 | 0.15% | 353 | 19 | 5.7% | $2.53万 | 加仓 |
| NOW | SERVICENOW INC | $48.00万 | 0.15% | 4,835 | 235 | 5.1% | $2.33万 | 加仓 |
| FIX | COMFORT SYS USA INC | $48.76万 | 0.15% | 246 | 41 | 20.0% | $8.13万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $48.93万 | 0.15% | 38,344 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HERMES ETF TRUST | $49.26万 | 0.15% | 9,182 | 1,396 | 17.9% | $7.49万 | 加仓 |
| SHOP | SHOPIFY INC | $49.62万 | 0.15% | 4,346 | 1,893 | 77.2% | $21.61万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $50.13万 | 0.16% | 14,837 | 0 | 0.0% | — | 不变 |
| LVHI | LEGG MASON ETF INVT | $51.33万 | 0.16% | 12,647 | 160 | 1.3% | $6,494 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $51.60万 | 0.16% | 1,834 | -301 | -14.1% | -$8.47万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $52.14万 | 0.16% | 3,555 | -288 | -7.5% | -$4.22万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $53.91万 | 0.17% | 533 | 4 | 0.8% | $4,045 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $54.42万 | 0.17% | 12,509 | 96 | 0.8% | $4,176 | 加仓 |
| QCOM | QUALCOMM INC | $55.36万 | 0.17% | 2,996 | 1,726 | 135.9% | $31.89万 | 重新持有 |
| CNEQ | THE ALGER ETF TRUST | $56.22万 | 0.17% | 13,621 | 3,498 | 34.6% | $14.44万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $56.33万 | 0.17% | 488 | 488 | — | $56.33万 | 新建仓 |
| INTC | INTEL CORP | $57.91万 | 0.18% | 4,147 | 4,147 | — | $57.91万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $59.02万 | 0.18% | 9,603 | 275 | 2.9% | $1.69万 | 加仓 |
| TXT | TEXTRON INC | $61.62万 | 0.19% | 6,717 | 252 | 3.9% | $2.31万 | 加仓 |
| TOST | TOAST INC | $61.81万 | 0.19% | 22,218 | 609 | 2.8% | $1.69万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $63.79万 | 0.20% | 10,998 | -544 | -4.7% | -$3.16万 | 减仓 |
| GLD | SPDR GOLD TR | $64.91万 | 0.20% | 1,762 | -200 | -10.2% | -$7.37万 | 减仓 |
| — | PROSHARES TR | $67.00万 | 0.21% | 14,268 | 102 | 0.7% | $4,790 | 加仓 |
| CSCO | CISCO SYS INC | $69.05万 | 0.21% | 5,878 | -610 | -9.4% | -$7.17万 | 减仓 |
| IOT | SAMSARA INC | $69.54万 | 0.22% | 21,442 | 674 | 3.2% | $2.19万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $70.07万 | 0.22% | 2,803 | -29 | -1.0% | -$7,249 | 减仓 |
| CVX | CHEVRON CORPORATION | $70.93万 | 0.22% | 4,279 | 124 | 3.0% | $2.06万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $71.73万 | 0.22% | 7,901 | -683 | -8.0% | -$6.20万 | 减仓 |