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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 147 项
建仓 19
增持 71
减持 49
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
SMIZ
ZACKS TRUST
+$3.3M
100,013
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$2.4M
52,656
+134%
建仓
FRTY
THE ALGER ETF TRUST
+$2.2M
130,844
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。
增持
MISL
FIRST TR EXCHANGE TRADED FD
+$2.2M
103,429
+176%
清仓
BOTZ
GLOBAL X FDS
-$2.0M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
65,893
+35%
清仓
REGL
PROSHARES TR
-$1.8M
0
-100%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.3M
35,581
减持
AAPL
APPLE INC
+$1.1M
58,328
-2%
建仓
DBEF
DBX ETF TR
+$1.1M
25,509
清仓
ROBT
FIRST TR EXCHANGE-TRADED FD
-$1.0M
0
-100%
减持
FLUD
FRANKLIN TEMPLETON ETF TR
-$968.0K
21,797
-64%
建仓
HFXI
NEW YORK LIFE INVESTMENTS ET
+$896.4K
32,430
建仓
PJFG
PGIM ETF TR
+$889.8K
9,892
减持
PAVE
GLOBAL X FDS
-$783.6K
20,532
-53%
增持
—
EATON CORP PLC
+$683.2K
3,310
+151%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$649.2K
19,890
-42%
建仓
SHLD
GLOBAL X FDS
+$640.2K
17,197
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$625.4K
48,103
+5%
建仓
RECS
COLUMBIA ETF TR I
+$561.9K
16,570
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$490.1K
104,481
+17%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$462.2K
104,113
+7%
增持
MSFT
MICROSOFT CORP
+$446.0K
19,784
+10%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$429.3K
2,793
清仓
LULU
LULULEMON ATHLETICA INC
-$418.8K
0
-100%
增持
PVAL
PUTNAM ETF TRUST
+$393.7K
133,831
+4%
清仓
—
LAM RESEARCH CORP
-$384.4K
0
-100%
清仓
DXCM
DEXCOM INC
-$330.2K
0
-100%
增持
GOVT
ISHARES TR
+$325.2K
23,630
+133%
增持
AMD
ADVANCED MICRO DEVICES INC
+$318.7K
5,271
+57%
增持
SPYM
SPDR SER TR
+$295.1K
17,857
+26%
建仓
USRT
ISHARES TR
+$287.2K
4,665
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$279.2K
174,641
-7%
增持
COST
COSTCO WHSL CORP NEW
+$268.4K
3,149
+6%
增持
HD
HOME DEPOT INC
+$266.0K
4,354
+0%
建仓
WELL
WELLTOWER INC
+$245.4K
1,917
增持
IOT
SAMSARA INC
+$244.8K
14,878
+6%
增持
QMAR
FIRST TR EXCHNG TRADED FD VI
+$237.3K
44,454
+20%
建仓
CAVA
CAVA GROUP INC
+$235.3K
1,900
建仓
EQIX
EQUINIX INC
+$229.9K
259
清仓
SNOW
SNOWFLAKE INC
-$229.7K
0
-100%
减持
TSLA
TESLA INC
+$226.5K
4,105
-4%
增持
—
FERRARI N V
+$222.8K
1,995
+14%
建仓
CMS
CMS ENERGY CORP
+$220.4K
3,121
建仓
BWX
SPDR SER TR
+$209.8K
8,980
建仓
KO
COCA COLA CO
+$209.1K
2,910
建仓
DGRO
ISHARES TR
+$204.3K
3,259
清仓
DG
DOLLAR GEN CORP NEW
-$203.9K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$202.0K
346
增持
AVGO
BROADCOM INC
+$197.3K
9,672
+956%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$187.0K
36,530
+23%
增持
—
ROYAL CARIBBEAN GROUP
+$184.0K
5,707
+10%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$179.1K
43,152
+2%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$173.0K
29,856
+2%
减持
BILS
SPDR SER TR
-$164.2K
17,754
-9%
增持
GOOGL
ALPHABET INC
-$160.2K
17,671
+4%
增持
LNTH
LANTHEUS HLDGS INC
+$159.1K
4,137
+13%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$147.5K
3,707
+32%
减持
SOXX
ISHARES TR
-$147.0K
6,222
-3%
增持
AFMC
FIRST TR EXCHNG TRADED FD VI
+$144.7K
22,130
+14%
减持
GJUN
FIRST TR EXCHNG TRADED FD VI
-$140.2K
78,496
-8%
增持
CAT
CATERPILLAR INC
+$138.6K
1,890
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$138.4K
1,719
-25%
减持
SPTM
SPDR SER TR
-$137.1K
11,392
-19%
增持
IJH
ISHARES TR
+$128.8K
33,268
+0%
增持
ABBV
ABBVIE INC
+$128.5K
4,580
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$125.4K
6,126
+6%
增持
V
VISA INC
+$124.6K
4,882
+5%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$119.1K
72,854
-2%
减持
AVLV
AMERICAN CENTY ETF TR
+$112.4K
46,526
-1%
减持
PGRO
PUTNAM ETF TRUST
-$104.2K
112,189
-4%
减持
META
META PLATFORMS INC
+$103.8K
3,146
-7%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$103.8K
13,200
减持
FFOG
FRANKLIN TEMPLETON ETF TR
-$100.9K
38,726
-8%
增持
IVV
ISHARES TR
+$99.9K
1,190
+11%
增持
JNJ
JOHNSON & JOHNSON
+$98.6K
4,418
+5%
增持
NOW
SERVICENOW INC
+$96.9K
651
+6%
增持
MA
MASTERCARD INCORPORATED
+$93.5K
1,323
+4%
减持
EME
EMCOR GROUP INC
-$80.7K
602
-35%
增持
SPGI
S&P GLOBAL INC
+$78.0K
1,048
+1%
增持
MRSH
MARSH & MCLENNAN COS INC
+$74.4K
5,541
+1%
增持
RSG
REPUBLIC SVCS INC
+$74.3K
3,538
+8%
增持
GOOG
ALPHABET INC
-$71.0K
4,483
+0%
减持
KLAC
KLA CORP
-$68.3K
1,067
-2%
减持
INQQ
EXCHANGE TRADED CONCEPTS TRU
-$67.0K
30,655
-18%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$64.8K
1,485
-3%
减持
SO
SOUTHERN CO
+$63.1K
6,434
-3%
减持
CVX
CHEVRON CORP NEW
-$61.8K
3,681
-5%
增持
VUG
VANGUARD INDEX FDS
+$60.5K
1,759
+7%
增持
DE
DEERE & CO
+$60.4K
901
+7%
减持
SNSR
GLOBAL X FDS
-$60.4K
10,763
-11%
减持
PH
PARKER-HANNIFIN CORP
+$50.3K
423
-1%
增持
CSM
PROSHARES TR
+$48.4K
11,646
+1%
减持
ZTS
ZOETIS INC
+$47.9K
3,945
-5%
增持
ISRG
INTUITIVE SURGICAL INC
+$47.5K
918
+1%
增持
TDG
TRANSDIGM GROUP INC
+$44.6K
230
+4%
增持
PBDC
PUTNAM ETF TRUST
-$44.5K
83,838
+1%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$43.8K
9,655
+5%
增持
KBR
KBR INC
+$42.9K
5,705
+11%
增持
TXT
TEXTRON INC
+$41.2K
4,582
+8%
减持
QGRO
AMERICAN CENTY ETF TR
+$38.4K
21,188
-4%
增持
ELV
ELEVANCE HEALTH INC
+$37.3K
873
+14%
增持
VTV
VANGUARD INDEX FDS
+$37.2K
2,467
+1%
减持
GSLC
GOLDMAN SACHS ETF TR
+$37.0K
7,348
-1%
增持
MPT
MEDICAL PPTYS TRUST INC
+$36.3K
20,508
+6%
减持
CSCO
CISCO SYS INC
+$36.1K
6,684
-1%
减持
ACGR
AMERICAN CENTY ETF TR
-$34.7K
26,587
-3%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$33.1K
4,727
-11%
减持
XLE
SELECT SECTOR SPDR TR
-$31.0K
3,803
-5%
增持
ALGM
ALLEGRO MICROSYSTEMS INC
-$30.5K
10,657
+8%
减持
LXRX
LEXICON PHARMACEUTICALS INC
-$30.3K
14,437
-54%
增持
WDAY
WORKDAY INC
+$29.6K
1,057
+3%
增持
FXN
FIRST TR EXCHANGE TRADED FD
-$29.1K
15,974
+1%
增持
CRM
SALESFORCE INC
+$28.9K
1,024
+5%
减持
NOBL
PROSHARES TR
+$27.9K
2,962
-1%
减持
ISPY
PROSHARES TR
+$27.5K
76,159
-2%
减持
PG
PROCTER AND GAMBLE CO
+$26.8K
4,078
-1%
减持
SPDW
SPDR INDEX SHS FDS
+$25.7K
12,737
-1%
增持
MRK
MERCK & CO INC
-$23.6K
3,466
+3%
减持
ABT
ABBOTT LABS
+$22.9K
2,413
-1%
增持
GAIN
GLADSTONE INVT CORP
+$22.8K
36,550
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$22.6K
1,733
-15%
增持
AMZN
AMAZON COM INC
+$21.9K
13,949
+5%
减持
FIX
COMFORT SYS USA INC
-$21.1K
513
-30%
增持
AVUS
AMERICAN CENTY ETF TR
+$20.9K
2,597
+4%
增持
MGM
MGM RESORTS INTERNATIONAL
-$20.7K
12,062
+9%
增持
PEP
PEPSICO INC
+$20.3K
1,444
+6%
增持
IEMG
ISHARES INC
+$20.1K
4,882
+0%
增持
DIS
DISNEY WALT CO
+$19.5K
5,792
+7%
增持
MLM
MARTIN MARIETTA MATLS INC
+$19.4K
474
+9%
增持
LLY
ELI LILLY & CO
+$18.0K
1,890
+3%
减持
XAR
SPDR SER TR
+$15.4K
1,428
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$14.9K
2,811
-6%
增持
MGC
VANGUARD WORLD FD
+$14.8K
1,482
+0%
减持
—
ACCENTURE PLC IRELAND
+$12.2K
3,000
-13%
减持
WMT
WALMART INC
-$11.9K
8,824
-18%
减持
IHI
ISHARES TR
+$10.9K
3,694
-0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$10.3K
45,036
+1%
增持
—
VIRTUS CONVERTIBLE & INCOME
+$8.2K
26,216
+3%
增持
DPZ
DOMINOS PIZZA INC
-$8.1K
717
+17%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$7.9K
20,907
-7%
减持
PFE
PFIZER INC
+$7.4K
9,299
-1%
减持
IWF
ISHARES TR
-$6.7K
688
-5%
减持
NFLX
NETFLIX INC
+$6.3K
320
-2%
增持
HUBS
HUBSPOT INC
-$5.5K
602
+9%
增持
ADBE
ADOBE INC
+$4.3K
842
+8%
减持
—
EXXON MOBIL CORP
+$897
1,942
-1%
