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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,147.20万 | 6.65% | 74,205 | 306 | 0.4% | $8.85万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,201.06万 | 3.72% | 60,025 | -6,248 | -9.4% | -$125.02万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $857.07万 | 2.66% | 64,320 | 18,672 | 40.9% | $248.81万 | 加仓 |
| GOOGL | ALPHABET INC | $811.81万 | 2.52% | 22,716 | 1,184 | 5.5% | $42.31万 | 加仓 |
| ISPY | PROSHARES TR | $750.08万 | 2.32% | 155,650 | 5,092 | 3.4% | $24.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $737.37万 | 2.29% | 19,767 | 83 | 0.4% | $3.10万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $680.77万 | 2.11% | 133,615 | -526 | -0.4% | -$2.68万 | 减仓 |
| — | PGIM ETF TR | $603.09万 | 1.87% | 51,980 | 723 | 1.4% | $8.39万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $574.17万 | 1.78% | 9,884 | 208 | 2.1% | $12.08万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $572.39万 | 1.77% | 150,274 | 10,206 | 7.3% | $38.87万 | 加仓 |
| ALAI | THE ALGER ETF TRUST | $527.41万 | 1.63% | 115,559 | 115,559 | — | $527.41万 | 新建仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $521.23万 | 1.62% | 172,207 | 2,255 | 1.3% | $6.83万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $520.54万 | 1.61% | 57,070 | 2,366 | 4.3% | $21.58万 | 加仓 |
| AMZN | AMAZON COM INC | $519.13万 | 1.61% | 21,781 | 340 | 1.6% | $8.10万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $506.54万 | 1.57% | 191,218 | 191,218 | — | $506.54万 | 新建仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $484.90万 | 1.50% | 105,943 | 534 | 0.5% | $2.44万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $474.26万 | 1.47% | 161,312 | 4,857 | 3.1% | $14.28万 | 加仓 |
| PTRB | PGIM ETF TR | $453.40万 | 1.41% | 109,357 | 2,021 | 1.9% | $8.38万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $451.35万 | 1.40% | 13,788 | 36 | 0.3% | $1.18万 | 加仓 |
| — | STARBOARD INVT TR | $448.64万 | 1.39% | 606,269 | 606,269 | — | $448.64万 | 新建仓 |
| — | PUTNAM ETF TRUST | $438.59万 | 1.36% | 92,024 | 2,425 | 2.7% | $11.56万 | 加仓 |
| — | ZACKS TRUST | $415.26万 | 1.29% | 130,667 | 2,794 | 2.2% | $8.88万 | 加仓 |
| TSLA | TESLA INC | $399.68万 | 1.24% | 9,502 | 242 | 2.6% | $10.18万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $393.85万 | 1.22% | 203,963 | 22,713 | 12.5% | $43.86万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $381.57万 | 1.18% | 68,664 | 13,813 | 25.2% | $76.76万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $374.63万 | 1.16% | 43,740 | 43,740 | — | $374.63万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $373.59万 | 1.16% | 32,520 | 234 | 0.7% | $2.69万 | 加仓 |
| AVGO | BROADCOM INC | $362.61万 | 1.12% | 9,599 | 529 | 5.8% | $19.98万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $336.83万 | 1.04% | 92,561 | 3,761 | 4.2% | $13.69万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $325.45万 | 1.01% | 3,479 | 135 | 4.0% | $12.63万 | 加仓 |
| CAT | CATERPILLAR INC | $320.43万 | 0.99% | 3,009 | -95 | -3.1% | -$10.12万 | 减仓 |
| FDG | AMERICAN CENTY ETF TR | $318.61万 | 0.99% | 23,938 | 10,716 | 81.0% | $142.63万 | 加仓 |
| — | DBX ETF TR | $316.63万 | 0.98% | 81,209 | 876 | 1.1% | $3.42万 | 加仓 |
| PAVE | GLOBAL X FDS | $314.60万 | 0.98% | 53,394 | -1,866 | -3.4% | -$10.99万 | 减仓 |
| META | META PLATFORMS INC | $297.82万 | 0.92% | 5,287 | 594 | 12.7% | $33.46万 | 加仓 |
| KLAC | KLA CORP | $294.11万 | 0.91% | 9,748 | -32 | -0.3% | -$9,655 | 减仓 |
| ABBV | ABBVIE INC | $288.75万 | 0.89% | 11,474 | -72 | -0.6% | -$1.81万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $285.77万 | 0.89% | 24,494 | 19 | 0.1% | $2,217 | 加仓 |
| SNDK | SANDISK CORP | $271.03万 | 0.84% | 1,192 | -1,699 | -58.8% | -$386.31万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $262.99万 | 0.82% | 6,069 | 9 | 0.1% | $3,900 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $256.30万 | 0.79% | 123,997 | 56,842 | 84.6% | $117.49万 | 加仓 |
| SMIZ | ZACKS TRUST | $231.04万 | 0.72% | 51,779 | 540 | 1.1% | $2.41万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $221.85万 | 0.69% | 51,260 | 694 | 1.4% | $3.00万 | 加仓 |
| DTCR | GLOBAL X FDS | $211.13万 | 0.65% | 69,518 | -735 | -1.0% | -$2.23万 | 减仓 |
| SHLD | GLOBAL X FDS | $207.54万 | 0.64% | 34,758 | 1,401 | 4.2% | $8.37万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $201.37万 | 0.62% | 2,696 | -9 | -0.3% | -$6,722 | 减仓 |
| PWR | QUANTA SVCS INC | $197.36万 | 0.61% | 2,741 | 123 | 4.7% | $8.86万 | 加仓 |
| LLY | ELI LILLY & CO | $191.64万 | 0.59% | 1,597 | 46 | 3.0% | $5.52万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $190.90万 | 0.59% | 21,722 | 651 | 3.1% | $5.72万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $176.44万 | 0.55% | 63,174 | -8,085 | -11.3% | -$22.58万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $176.16万 | 0.55% | 84,731 | 69,723 | 464.6% | $144.95万 | 加仓 |
| ETN | EATON CORP PLC | $175.86万 | 0.55% | 4,127 | 156 | 3.9% | $6.65万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $174.80万 | 0.54% | 38,400 | -312 | -0.8% | -$1.42万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $174.72万 | 0.54% | 9,111 | 309 | 3.5% | $5.93万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $166.48万 | 0.52% | 15,905 | -137 | -0.9% | -$1.43万 | 减仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $163.44万 | 0.51% | 57,206 | -401 | -0.7% | -$1.15万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $163.12万 | 0.51% | 32,308 | 25,869 | 401.8% | $130.61万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $162.31万 | 0.50% | 23,481 | -105 | -0.4% | -$7,258 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $157.58万 | 0.49% | 17,538 | -188 | -1.1% | -$1.69万 | 减仓 |
| V | VISA INC | $152.49万 | 0.47% | 4,444 | -426 | -8.7% | -$14.62万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $149.27万 | 0.46% | 11,964 | 585 | 5.1% | $7.30万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $148.08万 | 0.46% | 10,436 | 296 | 2.9% | $4.20万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $147.77万 | 0.46% | 1,069 | 34 | 3.3% | $4.70万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $140.99万 | 0.44% | 53,855 | 1,636 | 3.1% | $4.28万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $140.91万 | 0.44% | 2,846 | 6 | 0.2% | $2,971 | 加仓 |
| ROST | ROSS STORES INC | $139.05万 | 0.43% | 6,533 | 5,489 | 525.8% | $116.83万 | 加仓 |
| DE | DEERE & CO | $134.66万 | 0.42% | 2,122 | 780 | 58.1% | $49.50万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $133.61万 | 0.41% | 6,270 | 231 | 3.8% | $4.92万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $132.80万 | 0.41% | 2,654 | 40 | 1.5% | $2.00万 | 加仓 |
| TALV | 2023 ETF SERIES TRUST | $131.65万 | 0.41% | 47,852 | 892 | 1.9% | $2.45万 | 加仓 |
| HD | HOME DEPOT INC | $130.09万 | 0.40% | 3,688 | -135 | -3.5% | -$4.76万 | 减仓 |
| TJX | TJX COS INC NEW | $127.34万 | 0.39% | 8,405 | 536 | 6.8% | $8.12万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $124.42万 | 0.39% | 4,899 | -116 | -2.3% | -$2.95万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $123.58万 | 0.38% | 3,339 | 166 | 5.2% | $6.14万 | 加仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $122.70万 | 0.38% | 29,941 | 468 | 1.6% | $1.92万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $121.84万 | 0.38% | 3,837 | 125 | 3.4% | $3.97万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $116.64万 | 0.36% | 2,933 | 141 | 5.1% | $5.61万 | 加仓 |
| CPLB | NEW YORK LIFE INVTS ACTIVE E | $116.24万 | 0.36% | 55,616 | 2,486 | 4.7% | $5.20万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $115.13万 | 0.36% | 14,203 | 3,417 | 31.7% | $27.70万 | 加仓 |
| — | FEDERATED HERMES ETF TRUST | $115.07万 | 0.36% | 32,089 | 467 | 1.5% | $1.67万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $111.98万 | 0.35% | 2,694 | 17 | 0.6% | $7,066 | 加仓 |
| GOOG | ALPHABET INC | $111.84万 | 0.35% | 3,165 | -70 | -2.2% | -$2.47万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $111.55万 | 0.35% | 15,459 | -2,998 | -16.2% | -$21.63万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $109.85万 | 0.34% | 18,520 | 352 | 1.9% | $2.09万 | 加仓 |
| SECR | NEW YORK LIFE INVTS ACTIVE E | $109.51万 | 0.34% | 43,152 | 6,533 | 17.8% | $16.58万 | 加仓 |
| IVV | ISHARES TR | $104.70万 | 0.32% | 1,398 | 158 | 12.7% | $11.83万 | 加仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $104.09万 | 0.32% | 41,479 | 3,184 | 8.3% | $7.99万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $102.04万 | 0.32% | 12,702 | 99 | 0.8% | $7,953 | 加仓 |
| RACE | FERRARI N V | $100.97万 | 0.31% | 2,712 | -1 | -0.0% | -$372 | 减仓 |
| WTPI | WISDOMTREE TR | $99.92万 | 0.31% | 30,472 | 421 | 1.4% | $1.38万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $96.12万 | 0.30% | 11,159 | 437 | 4.1% | $3.76万 | 加仓 |
| CRM | SALESFORCE INC | $90.28万 | 0.28% | 5,762 | 64 | 1.1% | $1.00万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $88.65万 | 0.27% | 20,548 | 1,241 | 6.4% | $5.35万 | 加仓 |
| ZS | ZSCALER INC | $88.52万 | 0.27% | 6,271 | 3 | 0.0% | $423 | 加仓 |
| COHR | COHERENT CORP | $86.70万 | 0.27% | 2,198 | 14 | 0.6% | $5,523 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $85.33万 | 0.26% | 8,519 | 5,043 | 145.1% | $50.51万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $81.93万 | 0.25% | 1,595 | -133 | -7.7% | -$6.83万 | 减仓 |
| WMT | WALMART INC | $81.72万 | 0.25% | 7,215 | -452 | -5.9% | -$5.12万 | 减仓 |
| CSM | PROSHARES TR | $80.79万 | 0.25% | 9,480 | -400 | -4.0% | -$3.41万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $80.04万 | 0.25% | 4,530 | -1 | -0.0% | -$177 | 减仓 |