Prosperity Financial Group, Inc. 13F 持仓 · 2026年Q2
Prosperity Financial Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 184 只证券,申报市值合计 3.23 亿美元。前几大持仓:AAPL(6.65%)、NVDA(3.72%)、AIRR(2.66%)。本季前 25 大持仓中:新建仓 3 只、增持 20 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $21.5M | 6.65% | 74,205 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $12.0M | 3.72% | 60,025 | 减持 |
| 3 | AIRR | FIRST TR EXCHANGE TRADED FD | $8.6M | 2.66% | 64,320 | 增持 |
| 4 | GOOGL | ALPHABET INC | $8.1M | 2.52% | 22,716 | 增持 |
| 5 | ISPY | PROSHARES TR | $7.5M | 2.32% | 155,650 | 增持 |
| 6 | MSFT | MICROSOFT CORP | $7.4M | 2.29% | 19,767 | 增持 |
| 7 | PVAL | PUTNAM ETF TRUST | $6.8M | 2.11% | 133,615 | 减持 |
| 8 | PJFG | PGIM ETF TR | $6.0M | 1.87% | 51,980 | 增持 |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $5.7M | 1.78% | 9,884 | 增持 |
| 10 | HFXI | NEW YORK LIFE INVESTMENTS ET | $5.7M | 1.77% | 150,274 | 增持 |
| 11 | ALAI | THE ALGER ETF TRUST | $5.3M | 1.63% | 115,559 | 新建仓 |
| 12 | MFSG | MFS ACTIVE EXCHANGE TRADED F | $5.2M | 1.62% | 172,207 | 增持 |
| 13 | AMZN | AMAZON COM INC | $5.2M | 1.61% | 21,781 | 增持 |
| 14 | AVLV | AMERICAN CENTY ETF TR | $5.2M | 1.61% | 57,070 | 增持 |
| 15 | QMMY | FIRST TR EXCHNG TRADED FD VI | $5.1M | 1.57% | 191,218 | 新建仓 |
| 16 | MISL | FIRST TR EXCHANGE-TRADED FD | $4.8M | 1.50% | 105,943 | 增持 |
| 17 | RDVI | FIRST TR EXCHANGE-TRADED FD | $4.7M | 1.47% | 161,312 | 增持 |
| 18 | PTRB | PGIM ETF TR | $4.5M | 1.41% | 109,357 | 增持 |
| 19 | JPM | JPMORGAN CHASE & CO | $4.5M | 1.40% | 13,788 | 增持 |
| 20 | AMAX | STARBOARD INVT TR | $4.5M | 1.39% | 606,269 | 新建仓 |
| 21 | PGRO | PUTNAM ETF TRUST | $4.4M | 1.36% | 92,024 | 增持 |
| 22 | GROZ | ZACKS TRUST | $4.2M | 1.29% | 130,667 | 增持 |
| 23 | TSLA | TESLA INC | $4.0M | 1.24% | 9,502 | 增持 |
| 24 | LQTI | FIRST TR EXCHANGE-TRADED FD | $3.9M | 1.22% | 203,963 | 增持 |
| 25 | GPIX | GOLDMAN SACHS ETF TR | $3.8M | 1.18% | 68,664 | 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