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 |
|---|---|---|---|---|---|---|---|---|
| — | GRAYSCALE ETHEREUM STAKING E | $65.45万 | 0.24% | 38,344 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $65.81万 | 0.24% | 20,768 | 677 | 3.4% | $2.15万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $67.87万 | 0.25% | 8,584 | -3,024 | -26.1% | -$23.91万 | 减仓 |
| DBEF | DBX ETF TR | $68.76万 | 0.25% | 13,920 | 308 | 2.3% | $1.52万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $72.44万 | 0.27% | 2,677 | 129 | 5.1% | $3.49万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $73.65万 | 0.27% | 10,786 | 7,353 | 214.2% | $50.21万 | 加仓 |
| CSM | PROSHARES TR | $73.92万 | 0.27% | 9,880 | 20 | 0.2% | $1,496 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $74.82万 | 0.28% | 13,200 | -271 | -2.0% | -$1.54万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $75.07万 | 0.28% | 4,531 | 250 | 5.8% | $4.14万 | 加仓 |
| DE | DEERE & CO | $75.57万 | 0.28% | 1,342 | 63 | 4.9% | $3.55万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $76.13万 | 0.28% | 19,307 | 3,426 | 21.6% | $13.51万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $78.05万 | 0.29% | 1,787 | 6 | 0.3% | $2,621 | 加仓 |
| IVV | ISHARES TR | $80.99万 | 0.30% | 1,240 | -119 | -8.8% | -$7.77万 | 减仓 |
| GLD | SPDR GOLD TR | $84.42万 | 0.31% | 1,962 | 20 | 1.0% | $8,606 | 加仓 |
| CVX | CHEVRON CORPORATION | $85.98万 | 0.32% | 4,155 | 129 | 3.2% | $2.67万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $86.35万 | 0.32% | 1,728 | -54 | -3.0% | -$2.70万 | 减仓 |
| ZS | ZSCALER INC | $87.93万 | 0.32% | 6,268 | -216 | -3.3% | -$3.03万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $89.91万 | 0.33% | 18,168 | 1,102 | 6.5% | $5.45万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $90.50万 | 0.33% | 12,603 | -262 | -2.0% | -$1.88万 | 减仓 |
| RACE | FERRARI N V | $91.82万 | 0.34% | 2,713 | 70 | 2.6% | $2.37万 | 加仓 |
| GOOG | ALPHABET INC | $92.79万 | 0.34% | 3,235 | 30 | 0.9% | $8,605 | 加仓 |
| SECR | NEW YORK LIFE INVTS ACTIVE E | $93.93万 | 0.35% | 36,619 | 12,623 | 52.6% | $32.38万 | 加仓 |
| WMT | WALMART INC | $95.28万 | 0.35% | 7,667 | 675 | 9.7% | $8.39万 | 加仓 |
| WTPI | WISDOMTREE TR | $95.89万 | 0.35% | 30,051 | 5,072 | 20.3% | $16.18万 | 加仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $96.29万 | 0.36% | 38,295 | 1,910 | 5.2% | $4.80万 | 加仓 |
| — | FEDERATED HERMES ETF TRUST | $99.62万 | 0.37% | 31,622 | 458 | 1.5% | $1.44万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $101.78万 | 0.38% | 3,173 | 334 | 11.8% | $10.71万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $101.92万 | 0.38% | 2,840 | 2,840 | — | $101.92万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $102.15万 | 0.38% | 3,712 | 125 | 3.5% | $3.44万 | 加仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $104.65万 | 0.39% | 29,473 | 256 | 0.9% | $9,089 | 加仓 |
| CRM | SALESFORCE INC | $106.36万 | 0.39% | 5,698 | -1,181 | -17.2% | -$22.04万 | 减仓 |
| COWG | PACER FDS TR | $111.00万 | 0.41% | 32,901 | -2,498 | -7.1% | -$8.43万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $111.10万 | 0.41% | 17,726 | -22,784 | -56.2% | -$142.81万 | 减仓 |
| CPLB | NEW YORK LIFE INVTS ACTIVE E | $111.47万 | 0.41% | 53,130 | 8,745 | 19.7% | $18.35万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $113.16万 | 0.42% | 1,035 | -4 | -0.4% | -$4,373 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $113.58万 | 0.42% | 24,589 | 7,641 | 45.1% | $35.29万 | 加仓 |
| TALV | 2023 ETF SERIES TRUST | $117.85万 | 0.44% | 46,960 | 46,960 | — | $117.85万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $117.88万 | 0.44% | 16,042 | 443 | 2.8% | $3.26万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $122.60万 | 0.45% | 5,015 | -51 | -1.0% | -$1.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $125.26万 | 0.46% | 2,614 | -1 | -0.0% | -$479 | 减仓 |
| TJX | TJX COS INC NEW | $125.67万 | 0.46% | 7,869 | 7,869 | — | $125.67万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $125.70万 | 0.46% | 11,379 | 11,379 | — | $125.70万 | 新建仓 |
| HD | HOME DEPOT INC | $125.73万 | 0.46% | 3,823 | 61 | 1.6% | $2.01万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $126.88万 | 0.47% | 10,140 | -1,214 | -10.7% | -$15.19万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $128.71万 | 0.48% | 2,792 | 1,348 | 93.4% | $62.14万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $129.48万 | 0.48% | 6,060 | 266 | 4.6% | $5.68万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $132.27万 | 0.49% | 6,039 | 2,233 | 58.7% | $48.91万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $132.76万 | 0.49% | 18,457 | -166 | -0.9% | -$1.19万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $137.13万 | 0.51% | 52,219 | 9,499 | 22.2% | $24.94万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $138.61万 | 0.51% | 67,155 | 19,685 | 41.5% | $40.63万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $140.13万 | 0.52% | 23,586 | -6,049 | -20.4% | -$35.94万 | 减仓 |
| ETN | EATON CORP PLC | $142.03万 | 0.52% | 3,971 | 287 | 7.8% | $10.27万 | 加仓 |
| LLY | ELI LILLY & CO | $142.68万 | 0.53% | 1,551 | 61 | 4.1% | $5.61万 | 加仓 |
| PWR | QUANTA SVCS INC | $143.73万 | 0.53% | 2,618 | 54 | 2.1% | $2.96万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $143.99万 | 0.53% | 8,802 | 2,283 | 35.0% | $37.35万 | 加仓 |
| KLAC | KLA CORP | $144.00万 | 0.53% | 978 | -20 | -2.0% | -$2.94万 | 减仓 |
| V | VISA INC | $147.20万 | 0.54% | 4,870 | 94 | 2.0% | $2.84万 | 加仓 |
| FDG | AMERICAN CENTY ETF TR | $150.80万 | 0.56% | 13,222 | -1,287 | -8.9% | -$14.68万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $151.67万 | 0.56% | 16,351 | -316 | -1.9% | -$2.93万 | 减仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $153.98万 | 0.57% | 57,607 | 130 | 0.2% | $3,475 | 加仓 |
| SPYM | SPDR SERIES TRUST | $161.28万 | 0.60% | 21,071 | 782 | 3.9% | $5.99万 | 加仓 |
| DTCR | GLOBAL X FDS | $168.33万 | 0.62% | 70,253 | -12,758 | -15.4% | -$30.57万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $171.09万 | 0.63% | 16,290 | -1,161 | -6.7% | -$12.19万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $175.94万 | 0.65% | 2,705 | -83 | -3.0% | -$5.40万 | 减仓 |
| SNDK | SANDISK CORP | $183.68万 | 0.68% | 2,891 | -16,660 | -85.2% | -$1,058.48万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $187.20万 | 0.69% | 71,259 | 5,319 | 8.1% | $13.97万 | 加仓 |
| SMIZ | ZACKS TRUST | $189.94万 | 0.70% | 51,239 | -2,023 | -3.8% | -$7.50万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $196.84万 | 0.73% | 9,676 | 192 | 2.0% | $3.91万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $197.11万 | 0.73% | 50,566 | 8,490 | 20.2% | $33.09万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $204.24万 | 0.75% | 38,712 | -343 | -0.9% | -$1.81万 | 减仓 |
| CAT | CATERPILLAR INC | $219.91万 | 0.81% | 3,104 | 590 | 23.5% | $41.80万 | 加仓 |
| SHLD | GLOBAL X FDS | $236.30万 | 0.87% | 33,357 | 9,793 | 41.6% | $69.37万 | 加仓 |
| ABBV | ABBVIE INC | $251.11万 | 0.93% | 11,546 | 7,094 | 159.3% | $154.29万 | 加仓 |
| META | META PLATFORMS INC | $268.49万 | 0.99% | 4,693 | 125 | 2.7% | $7.15万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $274.48万 | 1.01% | 54,851 | -112 | -0.2% | -$5,605 | 减仓 |
| AVGO | BROADCOM INC | $280.72万 | 1.04% | 9,070 | -4,814 | -34.7% | -$148.99万 | 减仓 |
| PAVE | GLOBAL X FDS | $280.78万 | 1.04% | 55,260 | -6,171 | -10.0% | -$31.35万 | 减仓 |
| — | DBX ETF TR | $284.80万 | 1.05% | 80,333 | -581 | -0.7% | -$2.06万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $294.02万 | 1.09% | 88,800 | 37,322 | 72.5% | $123.57万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $302.39万 | 1.12% | 32,286 | -3,333 | -9.4% | -$31.22万 | 减仓 |
| AGOX | STARBOARD INVT TR | $309.36万 | 1.14% | 116,214 | -5 | -0.0% | -$133 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $333.18万 | 1.23% | 3,344 | -40 | -1.2% | -$3.99万 | 减仓 |
| TSLA | TESLA INC | $344.22万 | 1.27% | 9,260 | 132 | 1.4% | $4.91万 | 加仓 |
| — | ZACKS TRUST | $352.50万 | 1.30% | 127,873 | -4,961 | -3.7% | -$13.68万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $354.89万 | 1.31% | 181,250 | 10,207 | 6.0% | $19.99万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $358.02万 | 1.32% | 24,475 | -10 | -0.0% | -$1,463 | 减仓 |
| — | PUTNAM ETF TRUST | $361.00万 | 1.33% | 89,599 | -42,153 | -32.0% | -$169.84万 | 减仓 |
| UTES | ETFIS SER TR I | $361.94万 | 1.34% | 45,299 | 10,169 | 28.9% | $81.25万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $399.74万 | 1.48% | 156,455 | 4,358 | 2.9% | $11.13万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $404.54万 | 1.49% | 13,752 | 3,092 | 29.0% | $90.96万 | 加仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $434.91万 | 1.61% | 169,952 | -7,397 | -4.2% | -$18.93万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $440.97万 | 1.63% | 54,704 | -5,514 | -9.2% | -$44.45万 | 减仓 |
| PTRB | PGIM ETF TR | $445.55万 | 1.65% | 107,336 | 5,233 | 5.1% | $21.72万 | 加仓 |
| AMZN | AMAZON COM INC | $446.55万 | 1.65% | 21,441 | -38 | -0.2% | -$7,914 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $470.35万 | 1.74% | 140,068 | 41,659 | 42.3% | $139.89万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $471.28万 | 1.74% | 105,409 | -18,185 | -14.7% | -$81.31万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $476.47万 | 1.76% | 216,674 | -67,728 | -23.8% | -$148.93万 | 减仓 |
| — | PGIM ETF TR | $499.14万 | 1.84% | 51,257 | -2,769 | -5.1% | -$26.96万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $505.69万 | 1.87% | 45,648 | -5,543 | -10.8% | -$61.41万 | 减仓 |
| GOOGL | ALPHABET INC | $619.17万 | 2.29% | 21,532 | 309 | 1.5% | $8.89万 | 加仓 |