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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 138 项
建仓 12
增持 62
减持 38
清仓 26
方向
标的
Δ市值
现股数(环比)
清仓
REGL
PROSHARES TR
-$4.4M
0
-100%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$4.3M
308,969
+212%
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$4.1M
0
-100%
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
BOTZ
GLOBAL X FDS
+$3.8M
153,242
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$2.7M
0
-100%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$2.7M
14,879
-92%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$2.6M
126,981
+51%
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$2.3M
77,111
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$2.3M
75,229
+172%
增持
PVAL
PUTNAM ETF TRUST
+$2.2M
285,231
+36%
增持
NOBL
PROSHARES TR
+$2.2M
37,861
+197%
建仓
QJUN
FIRST TR EXCHNG TRADED FD VI
+$2.0M
91,332
清仓
—
GLOBAL X FDS
-$1.9M
0
-100%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$1.8M
36,823
+185%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$1.7M
66,008
建仓
PBDC
PUTNAM ETF TRUST
+$1.6M
52,036
建仓
ACGR
AMERICAN CENTY ETF TR
+$1.6M
39,080
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.5M
73,136
+69%
建仓
QQQ
INVESCO QQQ TR
+$1.5M
4,173
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$1.5M
0
-100%
清仓
TRPA
HARTFORD FDS EXCHANGE TRADED
-$1.2M
0
-100%
增持
AAPL
APPLE INC
-$1.1M
56,607
+2%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$857.2K
21,628
+256%
减持
PAVE
GLOBAL X FDS
-$803.8K
29,266
-46%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$799.1K
0
-100%
建仓
ROBT
FIRST TR EXCHANGE-TRADED FD
+$684.0K
16,885
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$673.8K
31,340
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$635.9K
23,715
-49%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$556.7K
62,805
+27%
减持
SPY
SPDR S&P 500 ETF TR
-$531.0K
2,912
-27%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$529.9K
0
-100%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$505.0K
11,594
清仓
QQQE
DIREXION SHS ETF TR
-$493.6K
0
-100%
建仓
PULS
PGIM ETF TR
+$428.7K
8,662
增持
COST
COSTCO WHSL CORP NEW
+$426.2K
2,830
+30%
建仓
PGRO
PUTNAM ETF TRUST
+$401.2K
16,009
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$328.8K
0
-100%
清仓
FFIU
SPINNAKER ETF SERIES
-$314.6K
0
-100%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$311.1K
0
-100%
增持
AVLV
AMERICAN CENTY ETF TR
+$301.0K
19,360
+44%
清仓
CRM
SALESFORCE INC
-$264.9K
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$257.4K
0
-100%
清仓
SHOP
SHOPIFY INC
-$253.2K
0
-100%
清仓
DUHP
DIMENSIONAL ETF TRUST
-$229.8K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$229.4K
0
-100%
清仓
HTAB
HARTFORD FDS EXCHANGE TRADED
-$228.2K
0
-100%
清仓
RWX
SPDR INDEX SHS FDS
-$217.9K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$212.0K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$209.0K
0
-100%
清仓
IFGL
ISHARES TR
-$203.6K
0
-100%
减持
MPT
MEDICAL PPTYS TRUST INC
-$202.5K
28,943
-26%
清仓
PJAN
INNOVATOR ETFS TR
-$202.5K
0
-100%
增持
GOOGL
ALPHABET INC
+$201.1K
15,012
+2%
清仓
AVXL
ANAVEX LIFE SCIENCES CORP
-$194.3K
0
-100%
减持
IVV
ISHARES TR
-$188.9K
846
-32%
减持
TEI
TEMPLETON EMERGING MKTS INCO
-$185.8K
38,020
-46%
减持
NVDA
NVIDIA CORPORATION
-$178.4K
3,685
-12%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$172.3K
0
-100%
增持
SHV
ISHARES TR
+$168.4K
4,455
+52%
增持
BIL
SPDR SER TR
+$157.4K
6,415
+36%
增持
SNSR
GLOBAL X FDS
-$150.8K
61,235
+5%
增持
MRSH
MARSH & MCLENNAN COS INC
+$145.8K
5,881
+14%
减持
—
TEMPLETON GLOBAL INCOME FD
-$137.7K
36,192
-46%
减持
GLD
SPDR GOLD TR
-$125.9K
2,770
-18%
增持
LLY
ELI LILLY & CO
+$125.5K
1,477
+4%
增持
MSFT
MICROSOFT CORP
-$125.3K
16,403
+5%
增持
SPYM
SPDR SER TR
+$123.4K
10,921
+34%
减持
DIS
DISNEY WALT CO
-$115.1K
5,129
-14%
减持
CSCO
CISCO SYS INC
-$89.5K
7,949
-20%
增持
ALGM
ALLEGRO MICROSYSTEMS INC
-$87.7K
7,996
+5%
减持
TDV
PROSHARES TR
-$82.8K
14,257
-2%
增持
GOOG
ALPHABET INC
+$69.6K
4,775
+3%
增持
DXCM
DEXCOM INC
-$68.9K
2,478
+6%
减持
SSUS
STRATEGY SHS
-$67.7K
27,543
-3%
减持
—
COMSTOCK INC
-$66.7K
42,200
-63%
减持
—
HEARTCORE ENTERPRISES INC
-$65.9K
129,000
-4%
增持
CAT
CATERPILLAR INC
+$64.6K
1,540
+7%
增持
LULU
LULULEMON ATHLETICA INC
+$64.0K
1,178
+14%
减持
IHI
ISHARES TR
-$63.3K
4,410
-10%
减持
ABBV
ABBVIE INC
+$60.7K
4,374
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$58.5K
1,914
+1%
增持
SOXX
ISHARES TR
-$57.5K
2,345
+2%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$55.3K
25,380
+5%
减持
—
ACCENTURE PLC IRELAND
-$52.6K
4,061
-4%
增持
OPER
ETF SER SOLUTIONS
+$52.3K
4,249
+14%
减持
ZTS
ZOETIS INC
-$51.3K
4,374
-7%
减持
JNJ
JOHNSON & JOHNSON
-$50.8K
3,776
-2%
清仓
XJQCX
NUVEEN CR STRATEGIES INCOME
-$50.5K
0
-100%
增持
TXT
TEXTRON INC
+$48.9K
3,497
+5%
减持
PFE
PFIZER INC
-$48.4K
8,294
-6%
增持
WMT
WALMART INC
+$48.2K
1,811
+18%
减持
SPTM
SPDR SER TR
-$48.2K
6,884
-8%
减持
—
ADVISORS INNER CIRCLE FD III
-$47.2K
28,264
-2%
增持
MGM
MGM RESORTS INTERNATIONAL
-$45.5K
9,146
+5%
增持
VUG
VANGUARD INDEX FDS
+$43.6K
1,354
+18%
减持
VTI
VANGUARD INDEX FDS
-$39.7K
1,379
-9%
增持
MRK
MERCK & CO INC
-$38.8K
3,395
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$37.2K
1,033
+9%
增持
AMZN
AMAZON COM INC
+$35.4K
13,266
+5%
增持
TSLA
TESLA INC
-$35.3K
3,621
+1%
减持
CMS
CMS ENERGY CORP
-$33.8K
3,905
-5%
减持
GAIN
GLADSTONE INVT CORP
-$32.0K
37,050
-4%
减持
CSM
PROSHARES TR
-$28.8K
12,167
-0%
增持
LNTH
LANTHEUS HLDGS INC
-$28.3K
2,967
+6%
减持
—
VIRTUS CONVERTIBLE & INCOME
-$28.1K
59,006
-3%
增持
SO
SOUTHERN CO
-$25.6K
6,069
+2%
增持
LXRX
LEXICON PHARMACEUTICALS INC
-$25.2K
31,500
+21%
增持
ISRG
INTUITIVE SURGICAL INC
-$24.6K
730
+5%
增持
—
ROYAL CARIBBEAN GROUP
-$23.3K
4,378
+6%
减持
SPDW
SPDR INDEX SHS FDS
-$22.7K
7,695
-4%
增持
KLAC
KLA CORP
-$21.1K
986
+1%
增持
—
FERRARI N V
-$21.0K
1,441
+5%
增持
JPM
JPMORGAN CHASE & CO
+$20.8K
3,385
+5%
减持
XAR
SPDR SER TR
-$20.2K
1,795
-1%
减持
ADBE
ADOBE INC
-$19.2K
767
-9%
增持
MA
MASTERCARD INCORPORATED
+$18.7K
1,136
+4%
增持
ABT
ABBOTT LABS
-$13.9K
2,431
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
-$12.9K
2,618
+6%
减持
UJAN
INNOVATOR ETFS TR
-$12.7K
8,009
-4%
减持
META
META PLATFORMS INC
+$12.5K
2,635
-3%
增持
NOW
SERVICENOW INC
+$12.5K
527
+5%
增持
KBR
KBR INC
-$12.0K
4,254
+5%
增持
V
VISA INC
+$12.0K
3,704
+5%
增持
DE
DEERE & CO
-$11.7K
772
+3%
增持
SPGI
S&P GLOBAL INC
-$8.0K
837
+7%
增持
IWM
ISHARES TR
-$7.6K
1,165
+2%
增持
VOO
VANGUARD INDEX FDS
-$6.7K
596
+1%
减持
CVX
CHEVRON CORP NEW
-$6.4K
3,874
-8%
减持
SLS
SELLAS LIFE SCIENCES GROUP I
-$6.1K
24,800
-17%
增持
AVGO
BROADCOM INC
+$5.8K
785
+5%
增持
MGC
VANGUARD WORLD FD
-$5.6K
1,490
+1%
增持
ELV
ELEVANCE HEALTH INC
+$5.1K
680
+4%
减持
ET
ENERGY TRANSFER L P
-$4.7K
10,800
-12%
增持
HUBS
HUBSPOT INC
-$4.4K
446
+6%
增持
PG
PROCTER AND GAMBLE CO
-$4.0K
3,463
+3%
减持
—
EXXON MOBIL CORP
+$1.7K
1,850
-8%
增持
HD
HOME DEPOT INC
-$1.7K
4,153
+3%
增持
VTV
VANGUARD INDEX FDS
+$1.1K
1,911
+3%
