Prosperity Consulting Group, LLC 13F 持仓 · 2026年Q2
Prosperity Consulting Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 629 只证券，申报市值合计 26.44 亿美元。前几大持仓：IVV（12.25%）、EFA（4.53%）、QQQ（3.52%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $323.9M | 12.25% | 432,475 | 减持 |
| 2 | EFA | ISHARES TR | $119.7M | 4.53% | 1.2M | 增持 |
| 3 | QQQ | INVESCO QQQ TR | $93.0M | 3.52% | 126,343 | 增持 |
| 4 | AAPL | APPLE INC | $83.2M | 3.15% | 287,383 | 增持 |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | $79.1M | 2.99% | 1.4M | 增持 |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $72.1M | 2.73% | 237,933 | 增持 |
| 7 | IWY | ISHARES TR | $71.6M | 2.71% | 246,540 | 减持 |
| 8 | MGV | VANGUARD WORLD FD | $63.2M | 2.39% | 386,443 | 增持 |
| 9 | XLK | SELECT SECTOR SPDR TR | $48.2M | 1.82% | 253,075 | 减持 |
| 10 | EFV | ISHARES TR | $47.9M | 1.81% | 626,287 | 增持 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $42.4M | 1.60% | 56,731 | 增持 |
| 12 | DYNF | BLACKROCK ETF TRUST | $39.8M | 1.50% | 584,555 | 增持 |
| 13 | ICSH | ISHARES TR | $38.5M | 1.46% | 762,087 | 减持 |
| 14 | NVDA | NVIDIA CORPORATION | $37.4M | 1.41% | 186,832 | 增持 |
| 15 | BUFR | FIRST TR EXCHNG TRADED FD VI | $36.4M | 1.38% | 995,937 | 增持 |
| 16 | BAI | BLACKROCK ETF TRUST | $35.7M | 1.35% | 677,611 | 增持 |
| 17 | AGG | ISHARES TR | $35.1M | 1.33% | 354,851 | 减持 |
| 18 | VO | VANGUARD INDEX FDS | $30.3M | 1.14% | 375,687 | 增持 |
| 19 | GOOGL | ALPHABET INC | $29.6M | 1.12% | 82,855 | 增持 |
| 20 | MSFT | MICROSOFT CORP | $28.6M | 1.08% | 76,719 | 增持 |
| 21 | AMZN | AMAZON COM INC | $25.3M | 0.96% | 106,184 | 增持 |
| 22 | IEMG | ISHARES INC | $22.6M | 0.85% | 272,779 | 增持 |
| 23 | MMAX | ISHARES TR | $21.2M | 0.80% | 783,235 | 新建仓 |
| 24 | IVW | ISHARES TR | $20.9M | 0.79% | 152,323 | 减持 |
| 25 | AVGO | BROADCOM INC | $20.4M | 0.77% | 53,883 | 增持 |
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