Prospera Financial Services Inc 13F 持仓 · 2026年Q2
Prospera Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,468 只证券，申报市值合计 68.85 亿美元。前几大持仓：AAPL（3.55%）、NVDA（3.39%）、MSFT（1.61%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $244.2M | 3.55% | 843,779 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $233.2M | 3.39% | 1.2M | 增持 |
| 3 | MSFT | MICROSOFT CORP | $110.6M | 1.61% | 296,327 | 增持 |
| 4 | AMZN | AMAZON COM INC | $108.3M | 1.57% | 454,422 | 增持 |
| 5 | CAT | CATERPILLAR INC | $103.9M | 1.51% | 97,568 | 增持 |
| 6 | GOOGL | ALPHABET INC | $97.4M | 1.41% | 272,534 | 减持 |
| 7 | QQQ | INVESCO QQQ TR | $97.2M | 1.41% | 131,820 | 减持 |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | $89.6M | 1.30% | 1.1M | 减持 |
| 9 | GOOG | ALPHABET INC | $85.2M | 1.24% | 241,030 | 增持 |
| 10 | AVGO | BROADCOM INC | $78.3M | 1.14% | 207,114 | 减持 |
| 11 | JPM | JPMORGAN CHASE & CO | $75.3M | 1.09% | 229,858 | 减持 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $74.4M | 1.08% | 99,549 | 增持 |
| 13 | CGGR | CAPITAL GROUP GROWTH ETF | $66.3M | 0.96% | 1.4M | 减持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $65.5M | 0.95% | 130,881 | 减持 |
| 15 | IVV | ISHARES TR | $62.8M | 0.91% | 83,774 | 增持 |
| 16 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $61.0M | 0.89% | 1.2M | 增持 |
| 17 | LLY | ELI LILLY & CO | $56.3M | 0.82% | 46,944 | 减持 |
| 18 | MU | MICRON TECHNOLOGY INC | $56.6M | 0.82% | 49,032 | 减持 |
| 19 | XOM | EXXON MOBIL CORP | $56.1M | 0.81% | 410,242 | 减持 |
| 20 | AMAT | APPLIED MATLS INC | $51.3M | 0.74% | 70,875 | 减持 |
| 21 | META | META PLATFORMS INC | $49.6M | 0.72% | 87,954 | 增持 |
| 22 | WMT | WALMART INC | $49.6M | 0.72% | 437,836 | 增持 |
| 23 | FV | FIRST TR EXCHANGE TRADED FD | $45.2M | 0.66% | 596,001 | 减持 |
| 24 | JNJ | JOHNSON & JOHNSON | $44.4M | 0.65% | 174,910 | 增持 |
| 25 | IWD | ISHARES TR | $40.4M | 0.59% | 166,431 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR