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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 22
增持 59
减持 43
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
QMAR
FIRST TR EXCHNG TRADED FD VI
+$4.5M
212,119
+332%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$4.1M
14,938
-91%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$3.3M
69,331
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。
-50%
建仓
MFSG
MFS ACTIVE EXCHANGE TRADED F
+$3.0M
133,994
建仓
PTRB
PGIM ETF TR
+$2.9M
68,682
增持
PJFG
PGIM ETF TR
+$2.6M
49,900
+192%
建仓
GROZ
ZACKS TRUST
+$2.6M
115,251
减持
GJUN
FIRST TR EXCHNG TRADED FD VI
-$2.4M
7,561
-90%
建仓
AGOX
STARBOARD INVT TR
+$2.4M
98,295
清仓
IJH
ISHARES TR
-$2.2M
0
-100%
减持
SMIZ
ZACKS TRUST
-$1.8M
53,853
-48%
增持
NVDA
NVIDIA CORPORATION
-$1.8M
70,065
+0%
减持
AAPL
APPLE INC
-$1.8M
56,989
-1%
清仓
FFOG
FRANKLIN TEMPLETON ETF TR
-$1.7M
0
-100%
增持
FRTY
THE ALGER ETF TRUST
+$1.7M
267,843
+92%
清仓
SOXX
ISHARES TR
-$1.4M
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$1.4M
18,715
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$1.2M
12,344
-41%
增持
GPIX
GOLDMAN SACHS ETF TR
+$1.2M
45,079
+159%
增持
ISPY
PROSHARES TR
+$1.2M
113,761
+39%
减持
MSFT
MICROSOFT CORP
-$1.1M
19,082
-2%
建仓
FDG
AMERICAN CENTY ETF TR
+$1.0M
11,479
减持
TSLA
TESLA INC
-$916.3K
6,286
-0%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
-$816.4K
47,477
-10%
增持
AMZN
AMAZON COM INC
+$773.9K
21,603
+42%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$702.5K
15,751
增持
AVGO
BROADCOM INC
-$701.7K
11,330
+1%
减持
GOOGL
ALPHABET INC
-$699.1K
19,161
-1%
建仓
JPEF
J P MORGAN EXCHANGE TRADED F
+$690.3K
10,843
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$684.4K
6,098
-69%
增持
PVAL
PUTNAM ETF TRUST
+$669.2K
150,145
+10%
减持
—
EATON CORP PLC
-$621.8K
2,392
-38%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$609.9K
130,124
+27%
建仓
TOST
TOAST INC
+$604.3K
18,217
减持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$601.3K
42,595
-4%
增持
AVLV
AMERICAN CENTY ETF TR
+$533.6K
58,199
+19%
增持
QGRO
AMERICAN CENTY ETF TR
+$530.9K
29,003
+32%
建仓
PWR
QUANTA SVCS INC
+$516.0K
2,030
清仓
FLUD
FRANKLIN TEMPLETON ETF TR
-$512.8K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$477.0K
0
-100%
增持
SHLD
GLOBAL X FDS
+$434.0K
23,041
+35%
清仓
LNTH
LANTHEUS HLDGS INC
-$421.5K
0
-100%
清仓
EME
EMCOR GROUP INC
-$415.3K
0
-100%
建仓
SHY
ISHARES TR
+$396.7K
4,795
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$386.8K
43,473
-0%
减持
PBDC
PUTNAM ETF TRUST
-$384.9K
44,720
-20%
清仓
KBR
KBR INC
-$383.7K
0
-100%
清仓
SNSR
GLOBAL X FDS
-$375.6K
0
-100%
增持
DBEF
DBX ETF TR
+$360.1K
33,978
+27%
清仓
ELV
ELEVANCE HEALTH INC
-$355.6K
0
-100%
增持
RECS
COLUMBIA ETF TR I
+$355.1K
29,966
+62%
建仓
CPLB
NEW YORK LIFE INVTS ACTIVE E
+$342.5K
16,117
建仓
SPDW
SPDR INDEX SHS FDS
+$338.2K
9,288
建仓
GOVT
ISHARES TR
+$312.0K
13,574
清仓
NOBL
PROSHARES TR
-$301.1K
0
-100%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$298.0K
15,304
+25%
增持
GSLC
GOLDMAN SACHS ETF TR
+$296.0K
10,727
+40%
减持
SPTM
SPDR SER TR
-$295.8K
9,931
-27%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$295.7K
33,093
-19%
清仓
BIL
SPDR SER TR
-$290.5K
0
-100%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$283.3K
0
-100%
清仓
SHV
ISHARES TR
-$273.5K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$272.5K
2,431
+61%
清仓
SLV
ISHARES SILVER TR
-$262.6K
0
-100%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$260.7K
0
-100%
清仓
FIX
COMFORT SYS USA INC
-$254.0K
0
-100%
清仓
CLH
CLEAN HARBORS INC
-$253.6K
0
-100%
增持
V
VISA INC
+$242.2K
5,461
+3%
清仓
STRL
STERLING INFRASTRUCTURE INC
-$232.6K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$231.6K
48,742
+10%
建仓
DUK
DUKE ENERGY CORP NEW
+$231.3K
1,896
减持
NOW
SERVICENOW INC
-$229.5K
777
-3%
清仓
LULU
LULULEMON ATHLETICA INC
-$222.2K
0
-100%
清仓
TWLO
TWILIO INC
-$222.0K
0
-100%
减持
ACGR
AMERICAN CENTY ETF TR
-$221.9K
25,107
-3%
增持
JNJ
JOHNSON & JOHNSON
+$221.6K
5,519
+15%
增持
HFXI
NEW YORK LIFE INVESTMENTS ET
+$221.3K
38,976
+19%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$221.1K
2,023
清仓
OPER
ETF SER SOLUTIONS
-$220.2K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$214.8K
928
增持
PGRO
PUTNAM ETF TRUST
-$214.7K
124,132
+7%
建仓
HEGD
LISTED FD TR
+$214.6K
9,797
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$213.9K
6,244
清仓
COHR
COHERENT CORP
-$206.9K
0
-100%
增持
MRSH
MARSH & MCLENNAN COS INC
+$205.9K
5,855
+2%
建仓
MCD
MCDONALDS CORP
+$203.7K
652
增持
MISL
FIRST TR EXCHANGE-TRADED FD
+$203.1K
117,303
+7%
建仓
AEE
AMEREN CORP
+$202.5K
2,017
增持
FLCV
FEDERATED HERMES ETF TRUST
+$191.0K
31,612
+25%
清仓
TDOC
TELADOC HEALTH INC
-$189.1K
0
-100%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$180.5K
66,201
+5%
增持
—
ROYAL CARIBBEAN GROUP
-$165.1K
6,904
+1%
增持
GOOG
ALPHABET INC
-$155.5K
4,958
+2%
增持
ABBV
ABBVIE INC
+$152.3K
4,635
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$150.7K
1,780
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$149.4K
6,660
+8%
减持
QQQ
INVESCO QQQ TR
-$147.5K
732
-24%
减持
SPY
SPDR S&P 500 ETF TR
-$139.7K
2,971
-3%
增持
RDIV
INVESCO EXCH TRADED FD TR II
+$128.2K
6,885
+60%
减持
—
HEARTCORE ENTERPRISES INC
-$126.7K
46,500
-48%
减持
RSG
REPUBLIC SVCS INC
+$124.0K
3,742
-4%
增持
GLD
SPDR GOLD TR
+$122.0K
2,158
+5%
减持
—
ACCENTURE PLC IRELAND
-$121.4K
2,637
-2%
清仓
AVXL
ANAVEX LIFE SCIENCES CORP
-$111.7K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
-$110.0K
8,744
+5%
增持
COST
COSTCO WHSL CORP NEW
+$107.0K
3,271
+0%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$106.7K
5,061
+30%
减持
CRM
SALESFORCE INC
-$98.0K
1,182
-5%
减持
IOT
SAMSARA INC
-$96.7K
17,397
-0%
清仓
—
VIRTUS CONVERTIBLE & INCOME
-$92.5K
0
-100%
减持
HUBS
HUBSPOT INC
-$89.9K
711
-0%
增持
KO
COCA COLA CO
+$87.5K
4,163
+23%
减持
CVX
CHEVRON CORP NEW
+$86.0K
3,898
-0%
增持
NFLX
NETFLIX INC
+$81.7K
383
+24%
减持
IWF
ISHARES TR
-$81.1K
565
-20%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
-$81.0K
31,457
+3%
减持
CAT
CATERPILLAR INC
-$78.1K
2,127
-1%
增持
DE
DEERE & CO
+$76.3K
1,083
+6%
减持
MGM
MGM RESORTS INTERNATIONAL
-$74.7K
14,136
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$74.4K
4,213
+13%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$68.9K
51,134
+6%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$67.5K
11,796
-27%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$64.9K
2,794
+0%
增持
SO
SOUTHERN CO
+$64.2K
6,485
+0%
增持
KLAC
KLA CORP
+$60.0K
1,068
+1%
减持
WMT
WALMART INC
-$56.6K
8,403
-4%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$56.1K
15,280
+20%
增持
VUG
VANGUARD INDEX FDS
-$54.3K
1,784
+2%
增持
WELL
WELLTOWER INC
+$52.9K
1,924
+0%
建仓
QS
QUANTUMSCAPE CORP
+$49.9K
12,000
增持
ADBE
ADOBE INC
-$48.4K
988
+3%
减持
IVV
ISHARES TR
-$47.4K
1,179
-2%
增持
TDG
TRANSDIGM GROUP INC
+$44.2K
283
+3%
增持
PAVE
GLOBAL X FDS
+$41.4K
49,591
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$40.5K
1,920
+1%
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$40.1K
5,158
-0%
增持
DTCR
GLOBAL X FDS
+$36.9K
68,934
+5%
减持
ABT
ABBOTT LABS
+$35.8K
2,194
-3%
减持
AVUS
AMERICAN CENTY ETF TR
-$34.5K
2,415
-9%
增持
CMS
CMS ENERGY CORP
+$33.1K
3,116
+3%
减持
PH
PARKER-HANNIFIN CORP
-$32.6K
389
-8%
增持
NIO
NIO INC
+$31.8K
38,900
+46%
减持
SHOP
SHOPIFY INC
-$29.8K
2,260
-2%
减持
CSM
PROSHARES TR
-$28.9K
11,535
-0%
减持
MA
MASTERCARD INCORPORATED
+$28.7K
1,478
-0%
增持
INQQ
EXCHANGE TRADED CONCEPTS TRU
+$28.1K
37,880
+19%
减持
FTRB
FEDERATED HERMES ETF TRUST
-$27.9K
29,303
-5%
减持
GAIN
GLADSTONE INVT CORP
-$27.6K
31,750
-7%
增持
—
EXXON MOBIL CORP
+$26.7K
2,254
+0%
增持
WDAY
WORKDAY INC
-$26.3K
1,191
+1%
