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Prosperity Financial Group, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Prosperity Financial Group, Inc.
报告期 2026-03-31 · CIK 0001991334
持仓数
186
前50大市值合计
$187.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 105 项
建仓 25
增持 40
减持 29
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$5.7M
187,533
-63%
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$4.1M
38,324
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$4.0M
44,721
-71%
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。
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.2M
49,268
建仓
—
GLOBAL X FDS
+$1.9M
157,201
增持
REGL
PROSHARES TR
+$1.6M
62,953
+58%
清仓
—
HARTFORD FDS EXCHANGE TRADED
-$1.3M
0
-100%
减持
PAVE
GLOBAL X FDS
-$1.2M
53,438
-48%
建仓
TRPA
HARTFORD FDS EXCHANGE TRADED
+$1.2M
31,284
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$1.0M
0
-100%
建仓
TDV
PROSHARES TR
+$885.2K
14,471
建仓
AVUV
AMERICAN CENTY ETF TR
+$811.5K
10,958
建仓
VGT
VANGUARD WORLD FDS
+$764.4K
1,983
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$758.6K
42,287
+49%
清仓
FPX
FIRST TR EXCHANGE TRADED FD
-$755.2K
0
-100%
增持
MSFT
MICROSOFT CORP
+$749.9K
14,806
+1%
增持
VOO
VANGUARD INDEX FDS
+$738.2K
2,500
+335%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$734.5K
275,177
-6%
增持
PVAL
PUTNAM ETF TRUST
+$716.9K
210,479
+11%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$685.2K
24,838
-45%
建仓
AVLV
AMERICAN CENTY ETF TR
+$678.5K
13,274
建仓
—
ADVISORS INNER CIRCLE FD III
+$664.9K
28,722
清仓
FDG
AMERICAN CENTY ETF TR
-$641.1K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$516.6K
3,935
-0%
增持
LIT
GLOBAL X FDS
+$498.7K
27,787
+29%
建仓
IVV
ISHARES TR
+$442.5K
1,076
减持
AAPL
APPLE INC
+$426.0K
48,754
-17%
清仓
EFA
ISHARES TR
-$381.6K
0
-100%
清仓
ITM
VANECK ETF TRUST
-$377.1K
0
-100%
建仓
GOVT
ISHARES TR
+$346.4K
14,817
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$328.2K
6,067
清仓
SGOV
ISHARES TR
-$319.4K
0
-100%
清仓
TOLZ
PROSHARES TR
-$308.2K
0
-100%
增持
META
META PLATFORMS INC
+$297.3K
2,944
+8%
减持
TSLA
TESLA INC
+$287.5K
3,823
-7%
清仓
IAU
ISHARES GOLD TR
-$279.6K
0
-100%
建仓
ELV
ELEVANCE HEALTH INC
+$278.6K
606
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$273.9K
79,313
+6%
减持
PG
PROCTER AND GAMBLE CO
-$258.3K
3,400
-33%
清仓
BA
BOEING CO
-$252.2K
0
-100%
建仓
—
ROYAL CARIBBEAN GROUP
+$250.9K
3,843
建仓
DG
DOLLAR GEN CORP NEW
+$241.6K
1,148
建仓
NOBL
PROSHARES TR
+$240.5K
2,636
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$235.1K
27,515
+19%
建仓
HTAB
HARTFORD FDS EXCHANGE TRADED
+$232.5K
11,856
减持
AMZN
AMAZON COM INC
-$228.8K
10,222
-33%
建仓
SPDW
SPDR INDEX SHS FDS
+$221.5K
6,896
建仓
NOW
SERVICENOW INC
+$220.7K
475
增持
LLY
LILLY ELI & CO
+$216.4K
1,345
+100%
建仓
LNTH
LANTHEUS HLDGS INC
+$215.8K
2,614
减持
BIL
SPDR SER TR
-$208.8K
4,151
-36%
建仓
KBR
KBR INC
+$208.8K
3,792
建仓
SHV
ISHARES TR
+$200.1K
1,811
减持
DIS
DISNEY WALT CO
-$172.2K
5,323
-34%
减持
SOXX
ISHARES TR
+$158.1K
2,452
-8%
减持
GOOG
ALPHABET INC
-$157.5K
4,544
-36%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$145.9K
13,549
+3%
建仓
—
HEARTCORE ENTERPRISES INC
+$141.0K
146,101
减持
MPT
MEDICAL PPTYS TRUST INC
-$133.7K
45,537
-0%
增持
ALGM
ALLEGRO MICROSYSTEMS INC
+$130.9K
7,098
+2%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$106.4K
46,787
+10%
增持
COST
COSTCO WHSL CORP NEW
+$103.3K
2,209
+1%
增持
ZTS
ZOETIS INC
+$100.6K
4,795
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$100.4K
1,799
+0%
增持
MGM
MGM RESORTS INTERNATIONAL
+$94.0K
8,204
+2%
减持
GOOGL
ALPHABET INC
+$91.5K
16,041
-10%
增持
SPY
SPDR S&P 500 ETF TR
+$90.1K
2,918
+1%
增持
JNJ
JOHNSON & JOHNSON
-$84.8K
4,342
+1%
增持
HD
HOME DEPOT INC
-$84.5K
4,316
+0%
增持
—
FERRARI N V
+$81.2K
1,299
+3%
增持
AVGO
BROADCOM INC
+$80.5K
672
+7%
增持
V
VISA INC
+$73.2K
3,430
+2%
减持
CSM
PROSHARES TR
-$70.4K
12,443
-16%
减持
—
ACCENTURE PLC IRELAND
+$66.0K
4,635
-2%
增持
SPYM
SPDR SER TR
+$62.8K
7,431
+13%
增持
PFE
PFIZER INC
-$57.6K
6,807
+4%
增持
CVX
CHEVRON CORP NEW
-$56.1K
3,875
+1%
增持
CSCO
CISCO SYS INC
+$49.8K
9,161
+2%
增持
OPER
ETF SER SOLUTIONS
+$39.5K
3,863
+11%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$35.6K
702
+1%
增持
LULU
LULULEMON ATHLETICA INC
+$31.2K
675
+1%
减持
JPM
JPMORGAN CHASE & CO
-$26.2K
2,516
-5%
减持
PDP
INVESCO EXCHANGE TRADED FD T
+$24.5K
5,151
-0%
清仓
CLSK
CLEANSPARK INC
-$23.2K
0
-100%
减持
ABBV
ABBVIE INC
-$23.0K
4,347
-2%
减持
MRK
MERCK & CO INC
-$22.5K
3,270
-2%
增持
MA
MASTERCARD INCORPORATED
+$19.8K
1,065
+1%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$19.2K
20,588
+2%
增持
ET
ENERGY TRANSFER L P
+$18.1K
16,300
+4%
增持
ABT
ABBOTT LABS
-$15.7K
2,479
+2%
减持
CMS
CMS ENERGY CORP
-$14.3K
4,105
-2%
增持
SPGI
S&P GLOBAL INC
+$12.3K
738
+2%
减持
XAR
SPDR SER TR
+$12.1K
2,122
-1%
减持
—
VIRTUS CONVERTIBLE & INCOME
-$12.1K
73,347
-4%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$11.8K
6,970
+2%
增持
CAT
CATERPILLAR INC
-$11.7K
1,403
+1%
增持
SO
SOUTHERN CO
-$10.9K
6,129
+0%
减持
MGC
VANGUARD WORLD FD
+$10.6K
1,482
-3%
增持
DXCM
DEXCOM INC
+$10.2K
2,190
+2%
建仓
—
CREDIT SUISSE GROUP
+$8.9K
10,000
建仓
—
AFFIMED N V
+$7.5K
10,000
增持
TXT
TEXTRON INC
+$5.3K
3,119
+3%
减持
KLAC
KLA CORP
+$3.8K
1,025
-5%
减持
MRSH
MARSH & MCLENNAN COS INC
+$2.8K
5,054
-0%
减持
GAIN
GLADSTONE INVT CORP
+$1.9K
41,298
-2%