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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 18
增持 76
减持 40
清仓 16
方向
标的
Δ市值
现股数(环比)
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$3.4M
0
-100%
建仓
LQTI
FIRST TR EXCHANGE-TRADED FD
+$3.4M
166,635
减持
NVDA
NVIDIA CORPORATION
+$3.0M
67,078
-4%
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
ZS
ZSCALER INC
+$2.0M
6,487
减持
MSFT
MICROSOFT CORP
+$1.9M
18,237
-4%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.6M
32,061
-3%
减持
AAPL
APPLE INC
-$1.4M
54,979
-4%
建仓
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$1.4M
55,000
增持
AVGO
BROADCOM INC
+$1.2M
11,379
+0%
增持
PJFG
PGIM ETF TR
+$1.0M
50,696
+2%
建仓
PSH
PGIM ETF TR
+$1.0M
20,224
增持
HFXI
NEW YORK LIFE INVESTMENTS ET
+$1.0M
71,040
+82%
增持
PGRO
PUTNAM ETF TRUST
+$932.6K
127,266
+3%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$888.6K
43,873
+1%
增持
QMAR
FIRST TR EXCHNG TRADED FD VI
+$875.9K
221,902
+5%
增持
MISL
FIRST TR EXCHANGE-TRADED FD
+$866.1K
118,255
+1%
增持
AGOX
STARBOARD INVT TR
+$860.7K
110,396
+12%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$832.8K
50,014
+5%
增持
UBER
UBER TECHNOLOGIES INC
+$827.7K
23,486
+25%
增持
PVAL
PUTNAM ETF TRUST
+$820.3K
162,510
+8%
建仓
SNDK
SANDISK CORP
+$768.8K
16,953
增持
—
ROYAL CARIBBEAN GROUP
+$753.6K
6,936
+0%
增持
META
META PLATFORMS INC
+$737.6K
3,822
+6%
增持
TSLA
TESLA INC
+$733.0K
7,436
+18%
减持
FRTY
THE ALGER ETF TRUST
-$680.8K
186,547
-30%
增持
GROZ
ZACKS TRUST
+$628.7K
120,776
+5%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$587.5K
32,195
+2%
增持
MFSG
MFS ACTIVE EXCHANGE TRADED F
+$574.4K
135,344
+1%
减持
AMZN
AMAZON COM INC
+$522.7K
21,117
-2%
增持
QGRO
AMERICAN CENTY ETF TR
+$509.7K
29,568
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$478.7K
7,287
+9%
增持
RECS
COLUMBIA ETF TR I
+$463.8K
39,656
+32%
增持
PAVE
GLOBAL X FDS
+$433.2K
52,875
+7%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$419.0K
0
-100%
清仓
SHY
ISHARES TR
-$396.7K
0
-100%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$394.8K
140,889
+8%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$393.0K
49,982
-24%
增持
V
VISA INC
+$379.3K
6,458
+18%
清仓
ADBE
ADOBE INC
-$378.9K
0
-100%
增持
GPIX
GOLDMAN SACHS ETF TR
+$351.5K
49,229
+9%
增持
—
EATON CORP PLC
+$340.8K
2,776
+16%
减持
GOOGL
ALPHABET INC
+$335.1K
18,715
-2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$322.3K
54,595
+7%
增持
SHLD
GLOBAL X FDS
+$319.5K
23,105
+0%
增持
FDG
AMERICAN CENTY ETF TR
+$313.3K
12,414
+8%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$313.3K
12,950
+5%
清仓
GOVT
ISHARES TR
-$312.0K
0
-100%
增持
RSG
REPUBLIC SVCS INC
+$305.2K
4,913
+31%
增持
PWR
QUANTA SVCS INC
+$297.6K
2,152
+6%
增持
UNH
UNITEDHEALTH GROUP INC
-$296.7K
2,272
+18%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$291.9K
912
建仓
IEI
ISHARES TR
+$288.6K
2,423
增持
AVLV
AMERICAN CENTY ETF TR
+$284.9K
59,816
+3%
建仓
LGLV
SPDR SERIES TRUST
+$283.0K
1,621
增持
CPLB
NEW YORK LIFE INVTS ACTIVE E
+$283.0K
29,337
+82%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$280.5K
1,154
增持
ACGR
AMERICAN CENTY ETF TR
+$279.1K
26,036
+4%
清仓
WDAY
WORKDAY INC
-$278.1K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$250.6K
8,097
-7%
增持
SPTM
SPDR SERIES TRUST
+$246.2K
12,306
+24%
增持
ISPY
PROSHARES TR
+$239.4K
118,492
+4%
增持
KLAC
KLA CORP
+$237.8K
1,076
+1%
减持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$234.0K
42,295
-1%
建仓
GS
GOLDMAN SACHS GROUP INC
+$229.3K
324
建仓
PULS
PGIM ETF TR
+$229.2K
4,606
清仓
ZTS
ZOETIS INC
-$227.3K
0
-100%
清仓
DGRO
ISHARES TR
-$226.9K
0
-100%
建仓
LVHI
LEGG MASON ETF INVT
+$225.4K
6,925
清仓
PEP
PEPSICO INC
-$224.6K
0
-100%
建仓
BWX
SPDR SERIES TRUST
+$223.4K
9,511
清仓
IHI
ISHARES TR
-$222.3K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$221.1K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$220.5K
433
建仓
DVY
ISHARES TR
+$218.7K
1,647
增持
SPYM
SPDR SERIES TRUST
+$218.7K
17,851
+9%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$211.1K
0
-100%
增持
TOST
TOAST INC
+$210.7K
18,401
+1%
建仓
SECR
NEW YORK LIFE INVTS ACTIVE E
+$205.5K
7,860
清仓
MCD
MCDONALDS CORP
-$203.7K
0
-100%
清仓
AEE
AMEREN CORP
-$202.5K
0
-100%
增持
IVV
ISHARES TR
+$201.9K
1,392
+18%
建仓
DIS
DISNEY WALT CO
+$201.7K
1,627
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$200.7K
2,817
增持
DTCR
GLOBAL X FDS
+$199.9K
70,857
+3%
减持
—
ACCENTURE PLC IRELAND
-$198.5K
2,089
-21%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$184.4K
5,445
+8%
减持
SMIZ
ZACKS TRUST
+$179.3K
53,369
-1%
增持
COST
COSTCO WHSL CORP NEW
+$173.5K
3,300
+1%
增持
MA
MASTERCARD INCORPORATED
+$164.4K
1,734
+17%
增持
—
FERRARI N V
+$163.6K
2,289
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$150.6K
51,640
+6%
增持
HEGD
LISTED FDS TR
+$149.7K
15,499
+58%
增持
MPWR
MONOLITHIC PWR SYS INC
+$149.3K
879
+3%
增持
GSLC
GOLDMAN SACHS ETF TR
+$146.5K
10,935
+2%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$145.8K
17,031
+8%
增持
MRSH
MARSH & MCLENNAN COS INC
-$145.6K
5,869
+0%
减持
ABBV
ABBVIE INC
-$132.1K
4,520
-2%
增持
PTRB
PGIM ETF TR
+$127.5K
71,581
+4%
增持
RDIV
INVESCO EXCH TRADED FD TR II
+$122.6K
9,585
+39%
增持
LRCX
LAM RESEARCH CORP
+$119.0K
4,724
+1%
减持
JNJ
JOHNSON & JOHNSON
-$117.6K
5,223
-5%
减持
HD
HOME DEPOT INC
-$114.9K
4,094
-7%
减持
SO
SOUTHERN CO
-$114.7K
5,245
-19%
减持
XLE
SELECT SECTOR SPDR TR
-$111.5K
3,328
-21%
减持
NFLX
NETFLIX INC
+$108.9K
348
-9%
增持
JPEF
J P MORGAN EXCHANGE TRADED F
+$106.0K
11,352
+5%
减持
PG
PROCTER AND GAMBLE CO
-$105.1K
3,880
-9%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$104.7K
4,280
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$103.9K
2,858
-4%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$100.0K
2,796
+0%
增持
AFMC
FIRST TR EXCHNG TRADED FD VI
+$97.5K
27,000
+7%
减持
CAT
CATERPILLAR INC
+$96.7K
2,056
-3%
减持
CVX
CHEVRON CORP NEW
-$96.2K
3,882
-0%
增持
PBDC
PUTNAM ETF TRUST
+$92.3K
48,530
+9%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$90.2K
0
-100%
增持
INQQ
EXCHANGE TRADED CONCEPTS TRU
+$90.2K
38,177
+1%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$83.7K
16,883
+10%
增持
ISRG
INTUITIVE SURGICAL INC
+$79.7K
1,244
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$74.5K
2,303
-5%
增持
MGC
VANGUARD WORLD FD
+$72.2K
1,639
+11%
减持
GAIN
GLADSTONE INVT CORP
-$71.7K
24,700
-22%
增持
QQQ
INVESCO QQQ TR
+$62.3K
735
+0%
减持
NIO
NIO INC
-$60.7K
25,500
-34%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$59.5K
1,829
+3%
增持
LLY
ELI LILLY & CO
-$57.9K
2,080
+2%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$54.1K
15,688
+3%
增持
FTRB
FEDERATED HERMES ETF TRUST
+$52.7K
31,346
+7%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$51.4K
6,525
+5%
减持
XAR
SPDR SERIES TRUST
+$50.3K
1,320
-7%
清仓
QS
QUANTUMSCAPE CORP
-$49.9K
0
-100%
增持
DBEF
DBX ETF TR
+$49.3K
34,756
+2%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$46.4K
14,930
-0%
减持
—
EXXON MOBIL CORP
-$46.1K
2,058
-9%
减持
FLCV
FEDERATED HERMES ETF TRUST
+$45.5K
31,223
-1%
增持
TXT
TEXTRON INC
+$45.4K
5,498
+0%
增持
PDP
INVESCO EXCHANGE TRADED FD T
+$44.6K
5,160
+0%
增持
IWF
ISHARES TR
+$43.9K
584
+3%
增持
VTI
VANGUARD INDEX FDS
+$43.3K
1,367
+1%
减持
VUG
VANGUARD INDEX FDS
+$42.1K
1,605
-10%
增持
AVUS
AMERICAN CENTY ETF TR
+$40.4K
2,614
+8%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$40.3K
7,094
+16%
减持
WMT
WALMART INC
-$38.4K
7,152
-15%
减持
SHOP
SHOPIFY INC
+$38.1K
2,201
-3%
减持
DE
DEERE & CO
+$37.5K
1,074
-1%
减持
MLM
MARTIN MARIETTA MATLS INC
+$36.1K
564
-1%
减持
GLD
SPDR GOLD TR
+$34.8K
2,154
-0%
减持
TDG
TRANSDIGM GROUP INC
+$34.3K
280
-1%
减持
CSM
PROSHARES TR
+$30.0K
10,856
-6%
减持
CMS
CMS ENERGY CORP
-$29.1K
2,957
-5%
减持
KO
COCA COLA CO
-$28.7K
3,809
-9%
