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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 128 项
建仓 23
增持 58
减持 40
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
JNK
SPDR SER TR
+$5.2M
55,369
增持
AAPL
APPLE INC
+$1.5M
58,364
+3%
增持
MSFT
MICROSOFT CORP
+$1.1M
16,657
+2%
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
PLTR
PALANTIR TECHNOLOGIES INC
+$758.9K
44,200
增持
BOTZ
GLOBAL X FDS
+$653.0K
155,828
+2%
清仓
BIL
SPDR SER TR
-$589.0K
0
-100%
增持
PGRO
PUTNAM ETF TRUST
+$548.4K
32,783
+105%
增持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$547.2K
105,629
+16%
增持
AMZN
AMAZON COM INC
+$506.9K
14,435
+9%
清仓
SHV
ISHARES TR
-$492.1K
0
-100%
减持
PVAL
PUTNAM ETF TRUST
+$483.5K
279,669
-2%
建仓
IJH
ISHARES TR
+$468.4K
1,690
建仓
AVUS
AMERICAN CENTY ETF TR
+$464.9K
5,701
增持
SPTM
SPDR SER TR
+$442.6K
13,755
+100%
建仓
RSG
REPUBLIC SVCS INC
+$435.0K
2,638
清仓
OPER
ETF SER SOLUTIONS
-$425.8K
0
-100%
增持
SNSR
GLOBAL X FDS
+$409.0K
64,701
+6%
建仓
GOVT
ISHARES TR
+$405.1K
17,581
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$388.8K
66,818
+6%
增持
AVLV
AMERICAN CENTY ETF TR
+$378.1K
24,204
+25%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$371.6K
36,122
-2%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$367.8K
297,996
-4%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$367.2K
28,236
+11%
建仓
QGRO
AMERICAN CENTY ETF TR
+$363.6K
4,779
建仓
REGL
PROSHARES TR
+$331.2K
4,502
增持
SOXX
ISHARES TR
+$330.7K
2,502
+7%
增持
GJUN
FIRST TR EXCHNG TRADED FD VI
+$330.6K
82,267
+7%
建仓
XLE
SELECT SECTOR SPDR TR
+$315.9K
3,768
建仓
SHY
ISHARES TR
+$314.2K
3,830
增持
COST
COSTCO WHSL CORP NEW
+$292.1K
2,865
+1%
建仓
USRT
ISHARES TR
+$290.8K
5,356
减持
QQQ
INVESCO QQQ TR
-$268.1K
2,996
-28%
减持
PBDC
PUTNAM ETF TRUST
-$265.1K
43,575
-16%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$264.0K
1,614
增持
V
VISA INC
+$257.0K
4,260
+15%
建仓
WDAY
WORKDAY INC
+$255.1K
924
增持
GOOG
ALPHABET INC
+$255.0K
6,277
+31%
建仓
CRM
SALESFORCE INC
+$253.7K
964
增持
NVDA
NVIDIA CORPORATION
+$245.2K
3,732
+1%
建仓
—
LAM RESEARCH CORP
+$240.5K
307
建仓
SPEM
SPDR INDEX SHS FDS
+$237.1K
6,697
建仓
BA
BOEING CO
+$236.7K
908
清仓
VOO
VANGUARD INDEX FDS
-$234.0K
0
-100%
增持
AVGO
BROADCOM INC
+$230.9K
791
+1%
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$225.1K
2,174
建仓
DPZ
DOMINOS PIZZA INC
+$218.1K
529
建仓
IWV
ISHARES TR
+$214.2K
783
增持
LULU
LULULEMON ATHLETICA INC
+$209.4K
1,298
+10%
建仓
SHOP
SHOPIFY INC
+$208.8K
2,680
清仓
LNTH
LANTHEUS HLDGS INC
-$206.1K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$205.2K
3,136
+64%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$202.7K
1,583
+53%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$196.1K
21,988
+2%
增持
—
ROYAL CARIBBEAN GROUP
+$184.1K
4,537
+4%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$173.3K
68,499
-9%
增持
GOOGL
ALPHABET INC
+$171.9K
15,294
+2%
增持
META
META PLATFORMS INC
+$169.2K
2,713
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$167.4K
2,962
+13%
减持
HD
HOME DEPOT INC
+$146.8K
4,045
-3%
增持
PAVE
GLOBAL X FDS
+$139.7K
29,856
+2%
清仓
—
TEMPLETON GLOBAL INCOME FD
-$139.7K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$134.5K
2,902
-0%
建仓
CLSK
CLEANSPARK INC
+$125.6K
11,385
增持
KLAC
KLA CORP
+$123.8K
991
+1%
增持
JPM
JPMORGAN CHASE & CO
+$122.3K
3,605
+6%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$121.2K
62,849
-5%
减持
TEI
TEMPLETON EMERGING MKTS INCO
-$116.1K
11,597
-69%
减持
ACGR
AMERICAN CENTY ETF TR
+$103.4K
36,528
-7%
增持
LLY
ELI LILLY & CO
+$94.8K
1,524
+3%
增持
NOW
SERVICENOW INC
+$87.6K
541
+3%
增持
ROBT
FIRST TR EXCHANGE-TRADED FD
+$86.0K
16,913
+0%
增持
MGM
MGM RESORTS INTERNATIONAL
+$84.5K
9,415
+3%
增持
SPYM
SPDR SER TR
+$84.2K
11,325
+4%
增持
DXCM
DEXCOM INC
+$84.1K
2,541
+3%
增持
—
FERRARI N V
+$80.4K
1,496
+4%
减持
ZTS
ZOETIS INC
+$76.5K
4,243
-3%
增持
SPGI
S&P GLOBAL INC
+$76.1K
867
+4%
减持
—
ACCENTURE PLC IRELAND
+$75.4K
3,769
-7%
减持
FBND
FIDELITY MERRIMACK STR TR
-$74.8K
9,345
-19%
减持
CSM
PROSHARES TR
+$64.8K
12,026
-1%
增持
TSLA
TESLA INC
+$63.8K
3,903
+8%
减持
PFE
PFIZER INC
-$63.1K
7,364
-11%
增持
IVV
ISHARES TR
+$62.8K
893
+6%
增持
CVX
CHEVRON CORP NEW
-$62.6K
3,960
+2%
减持
NOBL
PROSHARES TR
+$59.8K
35,845
-5%
减持
—
HEARTCORE ENTERPRISES INC
-$57.7K
109,000
-16%
减持
TDV
PROSHARES TR
+$52.0K
13,480
-5%
减持
MRSH
MARSH & MCLENNAN COS INC
-$50.4K
5,641
-4%
增持
HUBS
HUBSPOT INC
+$49.1K
463
+4%
增持
SPDW
SPDR INDEX SHS FDS
+$48.8K
8,452
+10%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$47.6K
127,268
+0%
增持
CAT
CATERPILLAR INC
+$46.4K
1,579
+3%
增持
PDP
INVESCO EXCHANGE TRADED FD T
+$44.3K
5,157
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$42.3K
758
+4%
增持
MA
MASTERCARD INCORPORATED
+$40.8K
1,150
+1%
清仓
SLS
SELLAS LIFE SCIENCES GROUP I
-$40.7K
0
-100%
减持
DIS
DISNEY WALT CO
+$38.5K
5,030
-2%
增持
ELV
ELEVANCE HEALTH INC
+$36.4K
705
+4%
增持
ABBV
ABBVIE INC
+$36.3K
4,441
+2%
减持
GLD
SPDR GOLD TR
+$35.5K
2,670
-4%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$34.0K
13,490
-9%
减持
CSCO
CISCO SYS INC
-$32.4K
7,818
-2%
增持
ABT
ABBOTT LABS
+$32.3K
2,433
+0%
建仓
—
FISKER INC
+$30.1K
17,200
增持
IWM
ISHARES TR
+$28.1K
1,166
+0%
减持
MGC
VANGUARD WORLD FD
+$22.0K
1,467
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$20.1K
1,871
-2%
增持
TXT
TEXTRON INC
+$19.8K
3,644
+4%
增持
—
VIRTUS CONVERTIBLE & INCOME
+$18.8K
60,038
+2%
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$18.8K
28,862
-8%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$18.4K
70,912
-3%
减持
SO
SOUTHERN CO
+$15.9K
5,829
-4%
减持
—
ADVISORS INNER CIRCLE FD III
+$13.4K
26,342
-7%
增持
—
COMSTOCK INC
+$13.0K
55,200
+31%
减持
CMS
CMS ENERGY CORP
+$11.5K
3,769
-3%
增持
MPT
MEDICAL PPTYS TRUST INC
-$10.0K
30,098
+4%
减持
PULS
PGIM ETF TR
-$8.4K
8,509
-2%
减持
ET
ENERGY TRANSFER L P
-$8.0K
10,400
-4%
增持
KBR
KBR INC
-$7.0K
4,399
+3%
增持
—
EXXON MOBIL CORP
-$6.9K
2,107
+14%
减持
ADBE
ADOBE INC
-$6.9K
644
-16%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$6.0K
22,844
-4%
减持
WMT
WALMART INC
-$5.5K
1,802
-0%
减持
MRK
MERCK & CO INC
+$3.9K
3,242
-5%
增持
ALGM
ALLEGRO MICROSYSTEMS INC
-$3.1K
8,335
+4%
减持
JNJ
JOHNSON & JOHNSON
-$2.0K
3,739
-1%
减持
XAR
SPDR SER TR
+$1.2K
1,495
-17%
减持
PG
PROCTER AND GAMBLE CO
+$827
3,453
-0%