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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 17
增持 101
减持 30
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$55.4M
160,532
+279%
减持
NVDA
NVIDIA CORPORATION
+$50.1M
1,036,142
-1%
增持
MSFT
MICROSOFT CORP
+$38.2M
254,791
+8%
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
IWF
ISHARES TR
+$33.6M
105,008
+244%
减持
IWD
ISHARES TR
-$27.4M
31,797
-82%
增持
AMZN
AMAZON COM INC
+$23.3M
437,444
+14%
增持
GOOG
ALPHABET INC
+$22.4M
241,695
+84%
建仓
HEI
HEICO CORP NEW
+$21.2M
64,576
增持
JPM
JPMORGAN CHASE & CO.
+$20.7M
222,489
+24%
增持
IVV
ISHARES TR
+$20.2M
94,132
+38%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$19.7M
980,094
+213%
增持
NVO
NOVO-NORDISK A S
+$18.9M
378,006
+267%
减持
AVGO
BROADCOM INC
+$18.4M
231,326
-15%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$17.4M
268,996
+18%
增持
IAU
ISHARES GOLD TR
+$14.4M
276,608
+463%
增持
WMT
WALMART INC
+$14.3M
450,306
+33%
增持
META
META PLATFORMS INC
+$14.1M
66,882
+9%
增持
—
LINDE PLC
+$13.4M
44,400
+179%
增持
LLY
ELI LILLY & CO
+$12.5M
44,963
+65%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$12.3M
159,694
+2982%
增持
VUG
VANGUARD INDEX FDS
+$11.8M
76,529
+30%
增持
SPY
SPDR S&P 500 ETF TR
+$11.6M
112,894
+9%
增持
NFLX
NETFLIX INC
+$11.1M
20,509
+17%
增持
MSTR
MICROSTRATEGY INC
+$10.8M
34,108
+228%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$10.6M
1,060,141
+11%
减持
IYJ
ISHARES TR
-$10.5M
77,904
-53%
增持
ET
ENERGY TRANSFER L P
+$10.2M
1,036,611
+125%
增持
WSO
WATSCO INC
+$10.2M
24,186
+2549%
增持
MA
MASTERCARD INCORPORATED
+$10.1M
28,339
+165%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$9.8M
1,074,317
+9%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$9.2M
26,115
+126%
增持
GOOGL
ALPHABET INC
+$8.8M
238,104
+11%
增持
ORCL
ORACLE CORP
+$8.7M
76,210
+34%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$8.7M
149,890
-70%
清仓
IAT
ISHARES TR
-$8.5M
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$8.5M
10,251
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$8.4M
34,598
增持
V
VISA INC
+$8.1M
89,364
+32%
建仓
TDG
TRANSDIGM GROUP INC
+$7.6M
5,007
减持
QQQ
INVESCO QQQ TR
+$7.6M
136,822
-6%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$7.5M
1,147,512
+102%
减持
IYF
ISHARES TR
-$7.1M
37,566
-64%
增持
UNP
UNION PAC CORP
+$7.0M
63,851
+96%
减持
IYW
ISHARES TR
-$6.8M
58,274
-52%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$6.5M
49,383
+1952%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$6.5M
199,057
建仓
KHPI
MANAGED PORTFOLIO SERIES
+$6.5M
257,234
增持
TSLA
TESLA INC
+$6.5M
49,238
+39%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$6.2M
64,497
+36%
增持
LRCX
LAM RESEARCH CORP
+$6.2M
71,133
+620%
建仓
BCPC
BALCHEM CORP
+$6.1M
38,032
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$5.9M
1,047,176
+5%
清仓
TEAM
ATLASSIAN CORPORATION
-$5.8M
0
-100%
建仓
CAAA
FIRST TR EXCHANGE-TRADED FD
+$5.8M
281,306
减持
—
EXXON MOBIL CORP
-$5.7M
447,698
-1%
减持
CAT
CATERPILLAR INC
-$5.7M
75,050
-29%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$5.7M
905,153
+42%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.6M
103,878
+3%
减持
MRK
MERCK & CO INC
-$5.6M
102,430
-33%
减持
CRM
SALESFORCE INC
-$5.5M
52,188
-29%
减持
GILD
GILEAD SCIENCES INC
-$5.5M
75,489
-39%
减持
IJJ
ISHARES TR
-$5.5M
12,837
-78%
减持
IYC
ISHARES TR
-$5.5M
127,384
-38%
增持
SMH
VANECK ETF TRUST
+$5.4M
62,878
+10%
减持
VOO
VANGUARD INDEX FDS
-$5.4M
47,988
-25%
减持
FPE
FIRST TR EXCH TRADED FD III
-$5.3M
1,536,026
-17%
增持
REGN
REGENERON PHARMACEUTICALS
+$5.0M
14,133
+271%
增持
MDYG
SPDR SERIES TRUST
+$5.0M
63,047
+926%
增持
BA
BOEING CO
+$4.9M
46,648
+64%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$4.9M
47,432
+56%
增持
AAPL
APPLE INC
-$4.8M
832,443
+5%
增持
FV
FIRST TR EXCHANGE TRADED FD
+$4.8M
812,251
+3%
增持
IDU
ISHARES TR
+$4.7M
66,362
+204%
增持
WFC
WELLS FARGO CO NEW
+$4.7M
207,919
+25%
减持
ADBE
ADOBE INC
-$4.6M
11,605
-51%
增持
GLD
SPDR GOLD TR
+$4.6M
100,410
+11%
增持
OXY
OCCIDENTAL PETE CORP
+$4.5M
116,395
+1356%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$4.5M
482,843
+50%
增持
IWM
ISHARES TR
+$4.5M
44,652
+72%
增持
AXP
AMERICAN EXPRESS CO
+$4.5M
62,144
+9%
增持
UBER
UBER TECHNOLOGIES INC
+$4.3M
139,022
+17%
增持
VO
VANGUARD INDEX FDS
+$4.2M
44,355
+40%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$4.2M
78,730
增持
FPEI
FIRST TR EXCH TRADED FD III
+$4.1M
264,187
+419%
增持
CEG
CONSTELLATION ENERGY CORP
+$4.0M
19,856
+69%
增持
GE
GE AEROSPACE
+$4.0M
40,391
+27%
减持
PEP
PEPSICO INC
-$4.0M
111,937
-11%
增持
DGRO
ISHARES TR
+$3.9M
244,963
+29%
增持
DE
DEERE & CO
+$3.9M
19,714
+51%
增持
—
EATON CORP PLC
+$3.9M
40,080
+4%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$3.8M
12,474
增持
PANW
PALO ALTO NETWORKS INC
+$3.8M
48,516
+35%
增持
NOC
NORTHROP GRUMMAN CORP
+$3.7M
8,664
+575%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.6M
19,441
+128%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$3.6M
107,879
+50%
增持
OEF
ISHARES TR
+$3.6M
16,532
+207%
建仓
RGCO
RGC RES INC
+$3.5M
158,340
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$3.4M
443,337
-14%
增持
KLAC
KLA CORP
+$3.4M
4,222
+629%
增持
MU
MICRON TECHNOLOGY INC
+$3.3M
61,926
+25%
增持
EFV
ISHARES TR
+$3.3M
97,956
+100%
建仓
TOUS
T ROWE PRICE ETF INC
+$3.3M
102,922
增持
MGK
VANGUARD WORLD FD
+$3.3M
56,433
+1%
增持
COST
COSTCO WHSL CORP NEW
+$3.3M
29,863
+7%
增持
AMAT
APPLIED MATLS INC
+$3.2M
44,941
+30%
增持
MELI
MERCADOLIBRE INC
+$3.2M
1,410
+497%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$3.1M
683,304
+18%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$3.1M
615,571
+5%
建仓
IBND
SPDR SERIES TRUST
+$3.1M
95,347
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$3.1M
10,235
+238%
增持
VGT
VANGUARD WORLD FD
+$2.9M
13,535
+20%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$2.9M
37,662
-50%
增持
MRVL
MARVELL TECHNOLOGY INC
+$2.8M
49,539
+206%
增持
BAC
BANK AMERICA CORP
+$2.8M
399,410
+4%
增持
MCK
MCKESSON CORP
+$2.8M
6,406
+124%
增持
RFDI
FIRST TR EXCH TRADED FD III
+$2.7M
129,880
+28%
增持
CVX
CHEVRON CORP NEW
-$2.7M
148,189
+4%
增持
ITA
ISHARES TR
+$2.6M
66,789
+3%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$2.6M
81,568
+27%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.6M
105,162
+98%
增持
GEV
GE VERNOVA INC
+$2.6M
6,760
+113%
增持
CSX
CSX CORP
+$2.6M
115,377
+188%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$2.6M
533,687
+12%
建仓
AAXJ
ISHARES TR
+$2.6M
31,114
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$2.6M
71,631
增持
—
ASML HOLDING N V
+$2.5M
5,144
+116%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$2.5M
834,088
+4%
减持
ABBV
ABBVIE INC
-$2.4M
89,186
-2%
增持
BX
BLACKSTONE INC
+$2.4M
237,895
+0%
建仓
FDD
FIRST TR EXCHANGE-TRADED FD
+$2.4M
156,115
减持
TSPA
T ROWE PRICE ETF INC
-$2.4M
17,002
-81%
减持
SSUS
STRATEGY SHS
+$2.4M
791,823
-3%
增持
LULU
LULULEMON ATHLETICA INC
+$2.4M
11,090
+1149%
增持
PWR
QUANTA SVCS INC
+$2.4M
17,646
+4%
减持
RFFC
ALPS ETF TR
-$2.3M
4,031
-91%
减持
AMZA
ETFIS SER TR I
-$2.3M
45,675
-50%
增持
VDE
VANGUARD WORLD FD
+$2.3M
32,031
+176%
减持
AMD
ADVANCED MICRO DEVICES INC
+$2.3M
70,469
-6%
增持
PG
PROCTER AND GAMBLE CO
-$2.3M
244,590
+1%
减持
TCHP
T ROWE PRICE ETF INC
-$2.3M
7,152
-90%
增持
URNM
SPROTT FDS TR
+$2.3M
114,137
+15%
减持
VTI
VANGUARD INDEX FDS
+$2.2M
82,686
-1%
建仓
JOE
ST JOE CO
+$2.2M
46,620
增持
APP
APPLOVIN CORP
+$2.2M
14,271
+35%
增持
PFE
PFIZER INC
+$2.2M
179,393
+109%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$2.2M
353,325
+11%
减持
IEF
ISHARES TR
-$2.1M
132,688
-15%
增持
IGV
ISHARES TR
+$2.1M
100,550
+1%
增持
SHW
SHERWIN WILLIAMS CO
+$2.1M
22,686
+40%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$2.1M
32,405
+12%
