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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 145 项
建仓 24
增持 85
减持 26
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$6.8M
13,178
-90%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$5.4M
111,555
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$5.1M
71,200
-76%
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。
减持
PVAL
PUTNAM ETF TRUST
-$4.3M
126,206
-55%
增持
AVUS
AMERICAN CENTY ETF TR
+$3.4M
43,202
+658%
建仓
ISPY
PROSHARES TR
+$3.1M
71,300
减持
NOBL
PROSHARES TR
-$2.9M
4,725
-87%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$2.9M
45,733
增持
PGRO
PUTNAM ETF TRUST
+$2.7M
112,856
+244%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$2.5M
70,731
+150%
增持
IJH
ISHARES TR
+$2.4M
47,468
+2709%
增持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$2.3M
188,967
+79%
增持
NVDA
NVIDIA CORPORATION
+$2.1M
4,363
+17%
减持
SNSR
GLOBAL X FDS
-$1.8M
13,004
-80%
清仓
CGUS
CAPITAL GROUP CORE EQUITY ET
-$1.8M
0
-100%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.6M
46,109
+91%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.6M
40,379
-43%
增持
REGL
PROSHARES TR
+$1.6M
24,102
+435%
增持
QGRO
AMERICAN CENTY ETF TR
+$1.5M
21,358
+347%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$1.3M
41,519
-39%
增持
MSFT
MICROSOFT CORP
+$1.2M
17,794
+7%
建仓
FFOG
FRANKLIN TEMPLETON ETF TR
+$1.1M
33,804
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$1.1M
21,498
-40%
增持
PBDC
PUTNAM ETF TRUST
+$1.1M
73,362
+68%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.1M
41,990
-37%
清仓
TDV
PROSHARES TR
-$937.9K
0
-100%
增持
AAPL
APPLE INC
-$908.7K
60,230
+3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$806.9K
27,305
+192%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$745.9K
7,187
增持
PAVE
GLOBAL X FDS
+$674.1K
42,776
+43%
清仓
—
ADVISORS INNER CIRCLE FD III
-$649.5K
0
-100%
建仓
AFMC
FIRST TR EXCHNG TRADED FD VI
+$581.9K
19,214
增持
JPM
JPMORGAN CHASE & CO
+$541.2K
5,763
+60%
建仓
INQQ
EXCHANGE TRADED CONCEPTS TRU
+$518.6K
36,140
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$476.9K
27,071
+23%
建仓
IOT
SAMSARA INC
+$474.9K
12,566
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$474.5K
4,672
增持
LLY
ELI LILLY & CO
+$449.4K
1,719
+13%
增持
AMZN
AMAZON COM INC
+$435.2K
14,572
+1%
增持
META
META PLATFORMS INC
+$432.9K
2,869
+6%
减持
BOTZ
GLOBAL X FDS
-$426.6K
126,201
-19%
清仓
PULS
PGIM ETF TR
-$420.3K
0
-100%
减持
ACGR
AMERICAN CENTY ETF TR
-$394.6K
24,968
-32%
增持
WMT
WALMART INC
+$382.4K
11,077
+515%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$345.6K
9,716
-57%
增持
HD
HOME DEPOT INC
+$314.6K
4,474
+11%
清仓
SHY
ISHARES TR
-$314.2K
0
-100%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$303.6K
2,649
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$302.4K
10,816
建仓
—
EATON CORP PLC
+$295.2K
944
增持
COST
COSTCO WHSL CORP NEW
+$292.4K
2,980
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$264.0K
44,455
+1%
增持
AVGO
BROADCOM INC
+$257.1K
860
+9%
建仓
TDG
TRANSDIGM GROUP INC
+$254.9K
207
建仓
BIL
SPDR SER TR
+$251.3K
2,738
清仓
SPEM
SPDR INDEX SHS FDS
-$237.1K
0
-100%
清仓
BA
BOEING CO
-$236.7K
0
-100%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$236.4K
385
增持
GOOGL
ALPHABET INC
+$233.9K
15,705
+3%
增持
GJUN
FIRST TR EXCHNG TRADED FD VI
+$231.6K
85,343
+4%
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$225.1K
0
-100%
增持
ABBV
ABBVIE INC
+$224.5K
5,012
+13%
建仓
PEP
PEPSICO INC
+$219.5K
1,254
增持
QQQ
INVESCO QQQ TR
+$218.8K
3,256
+9%
建仓
EME
EMCOR GROUP INC
+$217.8K
622
建仓
DG
DOLLAR GEN CORP NEW
+$215.2K
1,379
增持
V
VISA INC
+$215.0K
4,744
+11%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$212.6K
1,927
建仓
PJAN
INNOVATOR ETFS TRUST
+$209.9K
5,367
建仓
LNTH
LANTHEUS HLDGS INC
+$207.4K
3,333
建仓
PH
PARKER-HANNIFIN CORP
+$205.6K
370
建仓
OUSA
ALPS ETF TR
+$205.5K
4,160
增持
SOXX
ISHARES TR
-$186.3K
5,556
+122%
增持
—
FERRARI N V
+$172.0K
1,556
+4%
增持
SPYM
SPDR SER TR
+$166.3K
12,991
+15%
增持
KLAC
KLA CORP
+$165.1K
1,061
+7%
增持
DIS
DISNEY WALT CO
+$163.3K
5,046
+0%
增持
PG
PROCTER AND GAMBLE CO
+$161.6K
4,114
+19%
增持
CAT
CATERPILLAR INC
+$157.5K
1,704
+8%
增持
TSLA
TESLA INC
-$156.1K
4,629
+19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$153.7K
1,708
+8%
增持
LULU
LULULEMON ATHLETICA INC
-$146.0K
1,325
+2%
增持
SPDW
SPDR INDEX SHS FDS
+$143.5K
12,025
+42%
增持
IVV
ISHARES TR
+$136.6K
1,071
+20%
增持
AMD
ADVANCED MICRO DEVICES INC
+$131.9K
3,150
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$129.7K
2,885
-1%
增持
ROBT
FIRST TR EXCHANGE-TRADED FD
+$128.6K
19,864
+17%
增持
RSG
REPUBLIC SVCS INC
+$124.8K
2,924
+11%
增持
VUG
VANGUARD INDEX FDS
+$108.8K
1,539
+14%
增持
MRSH
MARSH & MCLENNAN COS INC
+$106.3K
5,705
+1%
增持
ZTS
ZOETIS INC
-$103.7K
4,336
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$99.8K
4,403
+17%
增持
MRK
MERCK & CO INC
+$96.5K
3,410
+5%
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$92.0K
25,070
-13%
增持
VTV
VANGUARD INDEX FDS
+$90.8K
3,436
+10%
增持
MA
MASTERCARD INCORPORATED
+$86.5K
1,198
+4%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$84.0K
16,507
+22%
增持
ISRG
INTUITIVE SURGICAL INC
+$74.3K
827
+9%
增持
TXT
TEXTRON INC
+$72.9K
3,815
+5%
增持
GOOG
ALPHABET INC
+$71.9K
6,282
+0%
增持
—
ROYAL CARIBBEAN GROUP
+$71.7K
4,742
+5%
增持
—
LAM RESEARCH CORP
+$71.4K
321
+5%
增持
PDP
INVESCO EXCHANGE TRADED FD T
+$68.7K
5,158
+0%
增持
DPZ
DOMINOS PIZZA INC
+$68.6K
577
+9%
增持
CRM
SALESFORCE INC
+$66.8K
1,064
+10%
增持
MGM
MGM RESORTS INTERNATIONAL
+$65.0K
10,288
+9%
减持
CSM
PROSHARES TR
+$64.8K
11,911
-1%
增持
KBR
KBR INC
+$60.7K
4,783
+9%
增持
SO
SOUTHERN CO
+$60.6K
6,542
+12%
增持
JNJ
JOHNSON & JOHNSON
+$60.2K
4,085
+9%
清仓
TEI
TEMPLETON EMERGING MKTS INCO
-$59.1K
0
-100%
增持
NOW
SERVICENOW INC
+$54.6K
573
+6%
减持
MPT
MEDICAL PPTYS TRUST INC
-$50.3K
20,741
-31%
增持
ELV
ELEVANCE HEALTH INC
+$49.7K
737
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$46.1K
1,624
+1%
增持
PFE
PFIZER INC
+$44.2K
9,232
+25%
增持
DXCM
DEXCOM INC
+$40.3K
2,564
+1%
增持
HUBS
HUBSPOT INC
+$39.5K
492
+6%
减持
CSCO
CISCO SYS INC
-$39.4K
7,124
-9%
增持
ADBE
ADOBE INC
-$39.1K
684
+6%
增持
—
EXXON MOBIL CORP
+$36.9K
2,129
+1%
增持
ABT
ABBOTT LABS
+$35.4K
2,667
+10%
增持
VTI
VANGUARD INDEX FDS
+$33.9K
1,389
+1%
减持
GLD
SPDR GOLD TR
-$33.4K
2,319
-13%
增持
SPGI
S&P GLOBAL INC
+$30.3K
969
+12%
清仓
—
FISKER INC
-$30.1K
0
-100%
增持
MGC
VANGUARD WORLD FD
+$27.7K
1,477
+1%
增持
—
ACCENTURE PLC IRELAND
+$26.1K
3,891
+3%
建仓
SLS
SELLAS LIFE SCIENCES GROUP I
+$25.6K
25,385
增持
ET
ENERGY TRANSFER L P
+$22.4K
10,550
+1%
减持
CVX
CHEVRON CORP NEW
+$21.8K
3,883
-2%
减持
IHI
ISHARES TR
-$20.6K
3,710
-16%
增持
DE
DEERE & CO
+$20.5K
802
+4%
增持
IWM
ISHARES TR
+$17.6K
1,196
+3%
减持
—
VIRTUS CONVERTIBLE & INCOME
-$17.1K
55,443
-8%
减持
—
COMSTOCK INC
-$15.3K
41,200
-25%
增持
WDAY
WORKDAY INC
+$12.5K
981
+6%
减持
SPTM
SPDR SER TR
-$11.4K
12,355
-10%
增持
ALGM
ALLEGRO MICROSYSTEMS INC
-$9.7K
8,999
+8%
减持
CMS
CMS ENERGY CORP
-$6.5K
3,519
-7%
增持
GOVT
ISHARES TR
+$5.8K
18,042
+3%
增持
USRT
ISHARES TR
-$1.9K
5,369
+0%
减持
XAR
SPDR SER TR
-$826
1,435
-4%
减持
GAIN
GLADSTONE INVT CORP
-$594
36,800
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$476
1,992
+6%
