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Prosperity Planning, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Prosperity Planning, Inc.

报告期 2026-03-31 · CIK 0001843292

持仓数

110

前50大市值合计

$362.3M

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 93 项建仓 6增持 42减持 41清仓 4

方向

标的

Δ市值

现股数(环比)

增持

ISTB ISHARES TR

+$2.2M

1,017,845 +5%

增持

VUG VANGUARD INDEX FDS

-$1.7M

48,271 +3%

增持

AVMV AMERICAN CENTY ETF TR

+$1.4M

145,718 +10%

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

AVDV AMERICAN CENTY ETF TR

+$1.3M

181,542 +1%

增持

VTIP VANGUARD MALVERN FDS

+$1.2M

357,451 +6%

增持

AVUV AMERICAN CENTY ETF TR

+$1.2M

79,650 +7%

增持

EFA ISHARES TR

+$1.1M

249,670 +3%

增持

GNMA ISHARES TR

+$925.5K

308,639 +8%

增持

AVLV AMERICAN CENTY ETF TR

+$880.7K

87,617 +7%

增持

AVLC AMERICAN CENTY ETF TR

+$862.6K

143,690 +10%

增持

IGSB ISHARES TR

+$847.9K

292,992 +6%

增持

AVEM AMERICAN CENTY ETF TR

+$704.4K

140,643 +2%

建仓

QQQ INVESCO QQQ TR

+$578.9K

1,003

增持

AVIV AMERICAN CENTY ETF TR

+$515.6K

60,276 +7%

增持

VOT VANGUARD INDEX FDS

-$457.2K

33,365 +3%

增持

AVUS AMERICAN CENTY ETF TR

+$442.5K

55,838 +8%

增持

USRT ISHARES TR

+$288.5K

77,161 +3%

增持

IVV ISHARES TR

+$268.4K

1,363 +50%

建仓

FCX FREEPORT MCMORAN INC

+$264.5K

4,500

清仓

QUAL ISHARES TR

-$264.2K

0 -100%

增持

IBTH ISHARES TR

+$263.9K

24,222 +95%

增持

IBTI ISHARES TR

+$263.0K

30,333 +64%

增持

IBTG ISHARES TR

+$250.6K

23,098 +90%

减持

IVE ISHARES TR

-$245.8K

53,278 -2%

建仓

GOOGL ALPHABET INC

+$243.3K

846

清仓

EGUS ISHARES TR

-$234.0K

0 -100%

增持

COMT ISHARES U S ETF TR

+$233.9K

24,966 +2%

建仓

COP CONOCOPHILLIPS

+$233.6K

1,770

减持

IVW ISHARES TR

-$219.4K

20,142 -1%

清仓

OEF ISHARES TR

-$214.4K

0 -100%

建仓

AMZN AMAZON COM INC

+$208.9K

1,003

清仓

XVV ISHARES TR

-$204.8K

0 -100%

建仓

PEP PEPSICO INC

+$202.5K

1,304

增持

AVDE AMERICAN CENTY ETF TR

+$172.7K

27,935 +5%

减持

IWD ISHARES TR

-$171.2K

7,662 -11%

减持

DFAX DIMENSIONAL ETF TRUST

-$169.4K

488,760 -5%

增持

AGG ISHARES TR

+$158.8K

31,253 +6%

增持

SGOV ISHARES TR

+$157.9K

29,109 +5%

减持

VBR VANGUARD INDEX FDS

+$152.1K

41,966 -1%

减持

SHM SPDR SERIES TRUST

-$138.8K

19,457 -13%

增持

SPY STATE STR SPDR S&P 500 ETF T

-$129.1K

6,097 +2%

增持

VBK VANGUARD INDEX FDS

+$128.4K

18,932 +2%

增持

AAPL APPLE INC

-$101.5K

10,670 +3%

减持

IWN ISHARES TR

+$97.5K

18,421 -2%

减持

IBDR ISHARES TR

-$96.3K

39,315 -9%

减持

ITOT ISHARES TR

-$93.7K

12,952 -1%

减持

SPYG SPDR SERIES TRUST

-$87.7K

9,697 -0%

增持

CBRE CBRE GROUP INC

-$81.8K

36,429 +17%

减持

DYNF BLACKROCK ETF TRUST

-$81.6K

3,948 -23%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$79.8K

16,497 +9%

增持

VEA VANGUARD TAX-MANAGED FDS

+$75.8K

24,327 +2%

减持

IJH ISHARES TR

-$71.9K

7,554 -14%

减持

VYM VANGUARD WHITEHALL FDS

-$61.8K

1,388 -25%

减持

DFAC DIMENSIONAL ETF TRUST

-$60.9K

74,391 -0%

减持

EEM ISHARES TR

+$58.7K

32,594 -1%

减持

DFIV DIMENSIONAL ETF TRUST

+$54.5K

22,207 -1%

减持

EFV ISHARES TR

-$51.3K

5,860 -14%

减持

SCZ ISHARES TR

-$43.3K

30,503 -3%

增持

IEMG ISHARES INC

+$40.4K

5,240 +8%

减持

IVLU ISHARES TR

-$39.3K

126,156 -5%

减持

IWO ISHARES TR

-$38.4K

3,116 -1%

减持

SUB ISHARES TR

-$35.6K

37,275 -1%

减持

VTEB VANGUARD MUN BD FDS

-$31.6K

27,085 -2%

减持

VOE VANGUARD INDEX FDS

+$31.4K

46,740 -3%

减持

IWS ISHARES TR

+$27.1K

6,102 -0%

减持

IUSB ISHARES TR

-$26.5K

9,750 -5%

增持

VNQI VANGUARD INTL EQUITY INDEX F

-$25.2K

48,024 +2%

减持

IWM ISHARES TR

-$24.4K

1,316 -8%

减持

VV VANGUARD INDEX FDS

-$23.6K

1,242 -1%

减持

IJK ISHARES TR

+$22.5K

6,910 -0%

增持

IAGG ISHARES TR

+$18.3K

44,864 +1%

增持

BSV VANGUARD BD INDEX FDS

-$15.1K

70,105 +0%

减持

STIP ISHARES TR

+$14.1K

15,659 -0%

减持

DFAE DIMENSIONAL ETF TRUST

-$14.0K

12,996 -7%

增持

VTI VANGUARD INDEX FDS

+$13.6K

3,215 +6%

增持

IFGL ISHARES TR

+$11.6K

15,863 +7%

增持

TIP ISHARES TR

+$10.9K

15,730 +0%

减持

VTV VANGUARD INDEX FDS

+$10.2K

18,152 -2%

增持

BND VANGUARD BD INDEX FDS

+$9.5K

34,133 +1%

减持

FIVA FIDELITY COVINGTON TRUST

-$9.4K

6,052 -6%

减持

VXUS VANGUARD STAR FDS

+$9.1K

7,746 -1%

减持

VT VANGUARD INTL EQUITY INDEX F

-$9.1K

2,672 -0%

减持

IJT ISHARES TR

+$8.1K

2,318 -0%

增持

LLY ELI LILLY & CO

-$7.8K

508 +15%

减持

VMBS VANGUARD SCOTTSDALE FDS

-$6.7K

25,731 -0%

减持

VSS VANGUARD INTL EQUITY INDEX F

-$5.8K

3,368 -3%

增持

VCIT VANGUARD SCOTTSDALE FDS

+$5.7K

9,092 +2%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$4.4K

10,780 +1%

减持

MDY STATE STR SPDR S&P MIDCAP 40

-$2.6K

1,460 -2%

增持

MUB ISHARES TR

+$2.5K

23,681 +1%

减持

DISV DIMENSIONAL ETF TRUST

+$2.5K

40,390 -4%

减持

IJJ ISHARES TR

-$2.4K

23,655 -1%

减持

IEFA ISHARES TR

+$777

2,231 -1%