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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
1VEAVANGUARD TAX-MANAGED FDS$36.9M26.73%518,133增持
2VTIVANGUARD INDEX FDS$18.8M13.62%50,841减持
3VTVVANGUARD INDEX FDS$18.5M13.39%84,852增持
4VUGVANGUARD INDEX FDS$16.9M12.24%196,317增持
5VBVANGUARD INDEX FDS$9.9M7.15%32,560增持
6VWOVANGUARD INTL EQUITY INDEX F$8.5M6.12%141,646增持
7VOOVANGUARD INDEX FDS$3.6M2.57%5,177减持
8SPTISPDR SERIES TRUST$2.4M1.77%86,226增持
9VCITVANGUARD SCOTTSDALE FDS$2.2M1.62%27,132增持
10VCSHVANGUARD SCOTTSDALE FDS$2.2M1.56%27,279增持
11SHVISHARES TR$1.6M1.19%14,894减持
12NVDANVIDIA CORPORATION$1.4M1.02%7,049增持
13AAPLAPPLE INC$1.2M0.87%4,132增持
14VTIPVANGUARD MALVERN FDS$1.1M0.82%22,503增持
15ADPAUTOMATIC DATA PROCESSING IN$1.1M0.79%4,808减持
16TSLATESLA INC$985,8860.71%2,344减持
17AMZNAMAZON COM INC$867,5580.63%3,640减持
18GOOGALPHABET INC$774,4190.56%2,192增持
19MSFTMICROSOFT CORP$600,4730.43%1,610增持
20MUMICRON TECHNOLOGY INC$593,3050.43%514减持
21VIGVANGUARD SPECIALIZED FUNDS$526,7160.38%2,226减持
22DFLVDIMENSIONAL ETF TRUST$501,4480.36%12,682增持
23EDCONSOLIDATED EDISON INC$446,6130.32%4,037增持
24DFAIDIMENSIONAL ETF TRUST$426,0210.31%10,328减持
25DFICDIMENSIONAL ETF TRUST$406,0970.29%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