Prosperity Advisers, LLC 13F 持仓 · 2026年Q2
Prosperity Advisers 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 44 只证券,申报市值合计 1.38 亿美元。前几大持仓:VEA(26.73%)、VTI(13.62%)、VTV(13.39%)。本季前 25 大持仓中:新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $36.9M | 26.73% | 518,133 | 增持 |
| 2 | VTI | VANGUARD INDEX FDS | $18.8M | 13.62% | 50,841 | 减持 |
| 3 | VTV | VANGUARD INDEX FDS | $18.5M | 13.39% | 84,852 | 增持 |
| 4 | VUG | VANGUARD INDEX FDS | $16.9M | 12.24% | 196,317 | 增持 |
| 5 | VB | VANGUARD INDEX FDS | $9.9M | 7.15% | 32,560 | 增持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $8.5M | 6.12% | 141,646 | 增持 |
| 7 | VOO | VANGUARD INDEX FDS | $3.6M | 2.57% | 5,177 | 减持 |
| 8 | SPTI | SPDR SERIES TRUST | $2.4M | 1.77% | 86,226 | 增持 |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $2.2M | 1.62% | 27,132 | 增持 |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $2.2M | 1.56% | 27,279 | 增持 |
| 11 | SHV | ISHARES TR | $1.6M | 1.19% | 14,894 | 减持 |
| 12 | NVDA | NVIDIA CORPORATION | $1.4M | 1.02% | 7,049 | 增持 |
| 13 | AAPL | APPLE INC | $1.2M | 0.87% | 4,132 | 增持 |
| 14 | VTIP | VANGUARD MALVERN FDS | $1.1M | 0.82% | 22,503 | 增持 |
| 15 | ADP | AUTOMATIC DATA PROCESSING IN | $1.1M | 0.79% | 4,808 | 减持 |
| 16 | TSLA | TESLA INC | $985,886 | 0.71% | 2,344 | 减持 |
| 17 | AMZN | AMAZON COM INC | $867,558 | 0.63% | 3,640 | 减持 |
| 18 | GOOG | ALPHABET INC | $774,419 | 0.56% | 2,192 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $600,473 | 0.43% | 1,610 | 增持 |
| 20 | MU | MICRON TECHNOLOGY INC | $593,305 | 0.43% | 514 | 减持 |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $526,716 | 0.38% | 2,226 | 减持 |
| 22 | DFLV | DIMENSIONAL ETF TRUST | $501,448 | 0.36% | 12,682 | 增持 |
| 23 | ED | CONSOLIDATED EDISON INC | $446,613 | 0.32% | 4,037 | 增持 |
| 24 | DFAI | DIMENSIONAL ETF TRUST | $426,021 | 0.31% | 10,328 | 减持 |
| 25 | DFIC | DIMENSIONAL ETF TRUST | $406,097 | 0.29% | 10,899 | 新建仓 |
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