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Prospera Financial Services Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Prospera Financial Services Inc
报告期 2026-03-31 · CIK 0001541625
持仓数
1,417
前50大市值合计
$2.61B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 4
增持 95
减持 37
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
SPYG
SPDR SER TR
-$27.3M
6,780
-98%
增持
AAPL
APPLE INC
+$27.2M
717,149
+8%
增持
SPYV
SPDR SER TR
+$25.7M
538,683
+847%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SPY
SPDR S&P 500 ETF TR
+$19.1M
126,242
+29%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$16.7M
699,376
+374%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$13.2M
414,093
-35%
减持
IWF
ISHARES TR
-$12.9M
16,911
-68%
清仓
GJUN
FIRST TR EXCHNG TRADED FD VI
-$9.4M
0
-100%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$9.2M
368,037
-47%
增持
TSLA
TESLA INC
+$8.6M
57,369
+78%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$8.2M
634,037
-26%
增持
IJS
ISHARES TR
+$8.1M
86,731
+605%
增持
CAT
CATERPILLAR INC
+$8.0M
95,620
+8%
减持
IJT
ISHARES TR
-$7.5M
3,755
-94%
清仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
-$7.5M
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$7.3M
10,519
-61%
增持
AMZN
AMAZON COM INC
+$7.3M
328,967
+18%
增持
MSFT
MICROSOFT CORP
+$7.3M
206,981
+13%
减持
CEG
CONSTELLATION ENERGY CORP
-$7.3M
4,229
-90%
增持
META
META PLATFORMS INC
+$7.2M
45,693
+22%
增持
COST
COSTCO WHSL CORP NEW
+$7.1M
26,326
+37%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$6.6M
111,835
-76%
增持
CTAS
CINTAS CORP
+$6.5M
34,668
+3813%
增持
NFLX
NETFLIX INC
+$6.5M
16,524
+112%
增持
ISRG
INTUITIVE SURGICAL INC
+$6.4M
17,238
+265%
减持
MU
MICRON TECHNOLOGY INC
-$6.3M
35,187
-54%
建仓
IAI
ISHARES TR
+$6.3M
48,843
增持
VTI
VANGUARD INDEX FDS
+$6.2M
73,862
+35%
减持
BX
BLACKSTONE INC
+$6.1M
237,639
-3%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$6.0M
456,916
+32%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$6.0M
13,791
-87%
建仓
SHYG
ISHARES TR
+$5.9M
136,068
增持
TCAF
T ROWE PRICE ETF INC
+$5.9M
236,331
+280%
减持
FIIG
FIRST TR EXCHANGE-TRADED FD
-$5.9M
68,469
-81%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$5.8M
661,829
+21%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$5.7M
354,942
+128%
增持
AVGO
BROADCOM INC
+$5.6M
226,192
+989%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$5.6M
538,081
+35%
增持
IJJ
ISHARES TR
+$5.5M
58,190
+301%
增持
NVDA
NVIDIA CORPORATION
+$5.4M
1,080,006
+6%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$5.4M
890,380
+3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$5.3M
664,825
+16%
减持
SOXX
ISHARES TR
-$5.2M
2,062
-91%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$5.1M
781
-95%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$5.1M
13,498
+430%
清仓
SMAY
FIRST TR EXCHNG TRADED FD VI
-$5.1M
0
-100%
增持
FPE
FIRST TR EXCH TRADED FD III
+$5.0M
1,622,012
+16%
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.9M
87,602
+51%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$4.8M
78,592
+8%
清仓
IJK
ISHARES TR
-$4.8M
0
-100%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$4.7M
287,825
+227%
减持
—
LAM RESEARCH CORP
-$4.7M
721
-86%
增持
WMT
WALMART INC
+$4.5M
303,875
+3%
增持
TLT
ISHARES TR
+$4.5M
239,597
+16%
增持
MCD
MCDONALDS CORP
+$4.4M
58,698
+11%
清仓
DASH
DOORDASH INC
-$4.2M
0
-100%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$4.2M
839,201
+1%
增持
EBAY
EBAY INC.
+$4.2M
70,616
+794%
增持
JNJ
JOHNSON & JOHNSON
+$4.2M
110,265
+18%
减持
MET
METLIFE INC
-$4.1M
3,475
-94%
清仓
DXJ
WISDOMTREE TR
-$3.8M
0
-100%
增持
MGK
VANGUARD WORLD FD
+$3.7M
54,073
+24%
增持
SMH
VANECK ETF TRUST
+$3.7M
50,495
+51%
增持
IWM
ISHARES TR
+$3.5M
39,344
+55%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$3.5M
122,734
-39%
减持
FEZ
SPDR INDEX SHS FDS
-$3.5M
17,966
-80%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.5M
79,943
+1362%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$3.4M
32,629
-72%
增持
JPM
JPMORGAN CHASE & CO.
+$3.4M
153,395
+7%
增持
GLD
SPDR GOLD TR
+$3.4M
86,338
+5%
增持
—
EXXON MOBIL CORP
+$3.3M
439,793
+5%
增持
IYJ
ISHARES TR
+$3.3M
151,549
+6%
增持
EWU
ISHARES TR
+$3.2M
178,317
+81%
清仓
FLRN
SPDR SER TR
-$3.2M
0
-100%
清仓
SPSB
SPDR SER TR
-$3.2M
0
-100%
增持
EFV
ISHARES TR
+$3.2M
91,302
+134%
增持
EMR
EMERSON ELEC CO
+$3.2M
61,974
+89%
增持
DYNF
BLACKROCK ETF TRUST
+$3.2M
73,277
+630%
增持
HD
HOME DEPOT INC
+$3.1M
45,747
+2%
增持
PG
PROCTER AND GAMBLE CO
+$3.0M
227,112
+3%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$3.0M
153,640
-32%
增持
LOW
LOWES COS INC
+$3.0M
46,968
+6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.9M
44,504
+45%
增持
PSK
SPDR SER TR
+$2.9M
87,090
+1293%
增持
LMT
LOCKHEED MARTIN CORP
+$2.8M
15,157
+17%
增持
SPLB
SPDR SER TR
+$2.7M
122,678
+1108%
增持
XLK
SELECT SECTOR SPDR TR
+$2.7M
21,650
+127%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$2.7M
14,124
-65%
增持
AGG
ISHARES TR
+$2.6M
168,007
+14%
增持
—
ACCENTURE PLC IRELAND
+$2.6M
32,330
+11%
减持
ILCG
ISHARES TR
-$2.6M
3,007
-91%
增持
MOAT
VANECK ETF TRUST
+$2.5M
231,031
+1%
清仓
VALE
VALE S A
-$2.5M
0
-100%
减持
MTUM
ISHARES TR
-$2.5M
1,455
-90%
增持
PEP
PEPSICO INC
+$2.5M
110,361
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.4M
36,964
+3%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$2.4M
14,866
-64%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$2.4M
391,427
-24%
增持
DBEF
DBX ETF TR
+$2.4M
108,966
+109%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$2.4M
0
-100%
清仓
FTXN
FIRST TR EXCHANGE-TRADED FD
-$2.4M
0
-100%
增持
V
VISA INC
+$2.4M
56,904
+13%
增持
CMCSA
COMCAST CORP NEW
+$2.4M
307,826
+15%
增持
AMGN
AMGEN INC
+$2.4M
30,373
+28%
增持
PNC
PNC FINL SVCS GROUP INC
+$2.4M
64,247
+5%
减持
FSK
FS KKR CAP CORP
-$2.4M
31,293
-79%
增持
GILD
GILEAD SCIENCES INC
+$2.3M
78,615
+27%
清仓
NFTY
FIRST TR EXCH TRD ALPHDX FD
-$2.3M
0
-100%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$2.3M
850,925
-6%
增持
XLU
SELECT SECTOR SPDR TR
+$2.3M
66,562
+49%
增持
XLF
SELECT SECTOR SPDR TR
+$2.3M
156,609
+34%
增持
VOO
VANGUARD INDEX FDS
+$2.3M
33,039
+9%
建仓
ILCB
ISHARES TR
+$2.2M
28,390
增持
GOOGL
ALPHABET INC
+$2.2M
167,262
+19%
减持
C
CITIGROUP INC
-$2.1M
66,351
-33%
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$2.1M
0
-100%
增持
COWZ
PACER FDS TR
+$2.1M
288,120
+8%
减持
XES
SPDR SER TR
-$2.1M
2,990
-89%
增持
QCOM
QUALCOMM INC
+$2.1M
34,235
+84%
增持
IEF
ISHARES TR
+$2.1M
104,620
+20%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$2.1M
33,413
+432%
减持
SPYM
SPDR SER TR
-$2.0M
9,787
-77%
增持
ABBV
ABBVIE INC
+$2.0M
72,554
+1%
增持
ABT
ABBOTT LABS
+$2.0M
114,880
+7%
减持
EUFN
ISHARES TR
-$2.0M
26,340
-77%
增持
CRM
SALESFORCE INC
+$2.0M
54,791
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.9M
149,156
+29%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$1.9M
5,314
-41%
增持
IAUM
ISHARES GOLD TR
+$1.9M
85,401
+527%
增持
T
AT&T INC
+$1.9M
281,643
+25%
清仓
XPND
FIRST TR EXCHNG TRADED FD VI
-$1.9M
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.9M
20,632
+79%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.9M
140,478
+33%
增持
FTGS
FIRST TR EXCHANGE TRADED FD
+$1.9M
436,275
+13%
减持
DE
DEERE & CO
-$1.9M
11,586
-35%
增持
RLI
RLI CORP
+$1.8M
85,199
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.8M
45,467
+16%
减持
MRNA
MODERNA INC
-$1.8M
3,083
-82%
增持
RTX
RTX CORPORATION
+$1.8M
72,700
+4%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.7M
43,115
+14%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.7M
440,590
+2%
增持
AFL
AFLAC INC
+$1.7M
75,487
+0%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$1.7M
72,630
-32%
增持
DGRW
WISDOMTREE TR
+$1.7M
78,882
+26%
增持
CALF
PACER FDS TR
+$1.6M
126,425
+30%
建仓
FLRT
PACER FDS TR
+$1.6M
34,325
增持
UNH
UNITEDHEALTH GROUP INC
+$1.6M
18,926
+2%
减持
DUSA
DAVIS FUNDAMENTAL ETF TR
-$1.6M
70,923
-37%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.6M
73,255
+40%
增持
XLRE
SELECT SECTOR SPDR TR
+$1.6M
82,432
+52%
