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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 133 项
建仓 35
增持 52
减持 39
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$3.8M
118,465
-57%
增持
AAPL
APPLE INC
+$2.7M
55,445
+14%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$2.2M
99,175
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
SNSR
GLOBAL X FDS
+$2.0M
58,594
清仓
LIT
GLOBAL X FDS
-$1.8M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.0M
15,577
+5%
增持
NOBL
PROSHARES TR
+$961.0K
12,744
+383%
清仓
AVUV
AMERICAN CENTY ETF TR
-$811.5K
0
-100%
清仓
VGT
VANGUARD WORLD FDS
-$764.4K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$699.5K
591
-76%
增持
NVDA
NVIDIA CORPORATION
+$688.3K
4,211
+7%
建仓
GLD
SPDR GOLD TR
+$600.8K
3,370
增持
AMZN
AMAZON COM INC
+$595.2K
12,665
+24%
增持
SPY
SPDR S&P 500 ETF TR
+$581.2K
4,006
+37%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$529.9K
3,541
建仓
QQQE
DIREXION SHS ETF TR
+$493.6K
6,412
建仓
GAPR
FIRST TR EXCHNG TRADED FD VI
+$470.7K
15,150
建仓
SPTM
SPDR SER TR
+$409.5K
7,522
建仓
TEI
TEMPLETON EMERGING MKTS INCO
+$361.1K
70,110
清仓
GOVT
ISHARES TR
-$346.4K
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$332.5K
1,510
建仓
VUG
VANGUARD INDEX FDS
+$325.1K
1,149
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$324.6K
952
减持
PVAL
PUTNAM ETF TRUST
+$320.7K
209,745
-0%
建仓
FFIU
SPINNAKER ETF SERIES
+$314.6K
14,501
建仓
DFAC
DIMENSIONAL ETF TRUST
+$311.1K
11,460
建仓
AMD
ADVANCED MICRO DEVICES INC
+$282.0K
2,476
建仓
—
TEMPLETON GLOBAL INCOME FD
+$277.4K
67,017
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$270.1K
83,993
+6%
建仓
CRM
SALESFORCE INC
+$264.9K
1,254
建仓
ARCC
ARES CAPITAL CORP
+$257.4K
13,700
建仓
SHOP
SHOPIFY INC
+$253.2K
3,920
建仓
WMT
WALMART INC
+$241.4K
1,536
建仓
ISRG
INTUITIVE SURGICAL INC
+$238.0K
696
建仓
DUHP
DIMENSIONAL ETF TRUST
+$229.8K
8,657
建仓
UPS
UNITED PARCEL SERVICE INC
+$229.4K
1,280
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$226.7K
0
-100%
建仓
HUBS
HUBSPOT INC
+$224.0K
421
建仓
RWX
SPDR INDEX SHS FDS
+$217.9K
8,795
减持
AVXL
ANAVEX LIFE SCIENCES CORP
-$216.8K
23,897
-50%
建仓
—
EXXON MOBIL CORP
+$215.8K
2,012
增持
AVGO
BROADCOM INC
+$215.1K
745
+11%
建仓
IWM
ISHARES TR
+$213.5K
1,140
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$212.0K
4,591
增持
LLY
LILLY ELI & CO
+$205.9K
1,424
+6%
建仓
IFGL
ISHARES TR
+$203.6K
10,254
建仓
PJAN
INNOVATOR ETFS TR
+$202.5K
5,767
增持
PAVE
GLOBAL X FDS
+$178.0K
53,864
+1%
增持
—
ROYAL CARIBBEAN GROUP
+$175.7K
4,113
+7%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$169.3K
49,427
+0%
减持
META
META PLATFORMS INC
+$154.6K
2,713
-8%
减持
TSLA
TESLA INC
+$148.2K
3,596
-6%
增持
LULU
LULULEMON ATHLETICA INC
+$144.4K
1,031
+53%
增持
JPM
JPMORGAN CHASE & CO
+$142.2K
3,232
+28%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$139.7K
839
+20%
增持
MRSH
MARSH & MCLENNAN COS INC
+$131.6K
5,175
+2%
增持
SHV
ISHARES TR
+$123.6K
2,931
+62%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$111.7K
43,395
-3%
增持
IVV
ISHARES TR
+$109.9K
1,239
+15%
增持
ABBV
ABBVIE INC
-$101.5K
4,389
+1%
减持
GOOGL
ALPHABET INC
+$99.5K
14,732
-8%
增持
—
FERRARI N V
+$94.9K
1,374
+6%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$89.2K
43,342
+2%
增持
GOOG
ALPHABET INC
+$87.4K
4,629
+2%
建仓
—
COMSTOCK INC
+$84.0K
115,130
增持
TDV
PROSHARES TR
+$83.5K
14,620
+1%
增持
DE
DEERE & CO
+$82.2K
748
+40%
减持
SOXX
ISHARES TR
+$77.9K
2,303
-6%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$75.2K
12,927
-5%
减持
COST
COSTCO WHSL CORP NEW
+$75.0K
2,178
-1%
减持
SSUS
STRATEGY SHS
+$70.1K
28,371
-0%
增持
SPYM
SPDR SER TR
+$67.7K
8,166
+10%
增持
V
VISA INC
+$66.6K
3,537
+3%
减持
KLAC
KLA CORP
+$64.2K
976
-5%
增持
NOW
SERVICENOW INC
+$61.4K
502
+6%
建仓
LXRX
LEXICON PHARMACEUTICALS INC
+$59.5K
26,000
增持
SPGI
S&P GLOBAL INC
+$59.5K
783
+6%
增持
UNH
UNITEDHEALTH GROUP INC
+$56.3K
1,886
+5%
增持
KBR
KBR INC
+$54.0K
4,039
+7%
减持
—
HEARTCORE ENTERPRISES INC
+$52.1K
135,000
-8%
增持
BIL
SPDR SER TR
+$50.5K
4,701
+13%
建仓
XJQCX
NUVEEN CR STRATEGIES INCOME
+$50.5K
10,000
建仓
—
LULUS FASHION LOUNGE HOLDING
+$49.2K
19,429
减持
ET
ENERGY TRANSFER L P
-$47.1K
12,300
-25%
建仓
SLS
SELLAS LIFE SCIENCES GROUP I
+$46.8K
29,800
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$46.5K
27,662
+1%
增持
PFE
PFIZER INC
+$45.8K
8,819
+30%
增持
DXCM
DEXCOM INC
+$45.6K
2,335
+7%
增持
MA
MASTERCARD INCORPORATED
+$44.0K
1,096
+3%
减持
GAIN
GLADSTONE INVT CORP
-$43.2K
38,650
-6%
减持
REGL
PROSHARES TR
-$40.5K
62,807
-0%
增持
AVLV
AMERICAN CENTY ETF TR
+$40.4K
13,475
+2%
增持
MRK
MERCK & CO INC
+$40.4K
3,365
+3%
增持
SPDW
SPDR INDEX SHS FDS
+$39.8K
8,030
+16%
增持
CSCO
CISCO SYS INC
+$38.0K
9,990
+9%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$35.9K
24,174
-3%
减持
—
VIRTUS CONVERTIBLE & INCOME
-$34.8K
60,805
-17%
增持
CAT
CATERPILLAR INC
+$34.7K
1,446
+3%
减持
JNJ
JOHNSON & JOHNSON
-$34.1K
3,860
-11%
增持
DG
DOLLAR GEN CORP NEW
-$32.6K
1,231
+7%
减持
CSM
PROSHARES TR
+$29.5K
12,203
-2%
增持
—
GLOBAL X FDS
-$28.8K
157,421
+0%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$27.7K
19,932
-3%
增持
CVX
CHEVRON CORP NEW
+$27.4K
4,192
+8%
减持
XAR
SPDR SER TR
-$26.7K
1,822
-14%
减持
—
ACCENTURE PLC IRELAND
-$25.0K
4,212
-9%
减持
FXN
FIRST TR EXCHANGE TRADED FD
+$21.1K
187,440
-0%
减持
IHI
ISHARES TR
-$20.2K
4,910
-11%
增持
LNTH
LANTHEUS HLDGS INC
+$18.7K
2,794
+7%
增持
—
ADVISORS INNER CIRCLE FD III
+$18.4K
28,807
+0%
增持
MGM
MGM RESORTS INTERNATIONAL
+$17.3K
8,691
+6%
减持
HD
HOME DEPOT INC
-$17.2K
4,045
-6%
减持
FXH
FIRST TR EXCHANGE TRADED FD
+$17.1K
38,206
-0%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$16.6K
46,759
-0%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$16.1K
6,981
+0%
减持
ZTS
ZOETIS INC
+$14.2K
4,717
-2%
减持
MPT
MEDICAL PPTYS TRUST INC
-$14.0K
38,908
-15%
减持
OPER
ETF SER SOLUTIONS
-$13.3K
3,724
-4%
减持
UJAN
INNOVATOR ETFS TR
+$12.9K
8,359
-0%
增持
ELV
ELEVANCE HEALTH INC
+$12.4K
655
+8%
减持
TRPA
HARTFORD FDS EXCHANGE TRADED
-$11.2K
31,151
-0%
清仓
—
CREDIT SUISSE GROUP
-$8.9K
0
-100%
减持
SO
SOUTHERN CO
-$8.0K
5,956
-3%
清仓
—
AFFIMED N V
-$7.5K
0
-100%
减持
VTV
VANGUARD INDEX FDS
+$6.0K
1,847
-1%
减持
HTAB
HARTFORD FDS EXCHANGE TRADED
-$4.3K
11,740
-1%
建仓
—
JUPITER WELLNESS INC
+$4.2K
10,000
增持
TXT
TEXTRON INC
+$4.1K
3,318
+6%
减持
PG
PROCTER AND GAMBLE CO
+$3.5K
3,355
-1%
增持
ALGM
ALLEGRO MICROSYSTEMS INC
+$2.5K
7,601
+7%
增持
DIS
DISNEY WALT CO
-$2.2K
5,945
+12%
减持
ABT
ABBOTT LABS
-$1.7K
2,287
-8%
增持
FPE
FIRST TR EXCH TRADED FD III
+$427
10,788
+0%
