Prosperity Advisers, LLC
CIK 2042930 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $138.1M
- 持仓
- 44
- 截至
- 2026年6月30日
按 13F 价值排名第 7642（共 9443） · 前 80.9%
投资组合价值同比（季度）：+14.8% 13F不披露现金
- 前十大持仓权重
- 86.79%
- 前二十五大持仓权重
- 95.91%
- 持仓高于 1%
- 12
- 有效持仓数量
- 7.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.1% 估计买入 $18750913 · 卖出 $1421605
- 新仓位
- 6
- 增加
- 22
- 减少
- 13
- 已结清
- 1
本页内容
行业细分
Technology
3.1%
Industrials
1.2%
Communication Services
1.1%
Retail
0.9%
Consumer Discretionary
0.7%
Utilities
0.6%
Financials
0.4%
其他/未映射
92.0%
完整投资组合 44 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VEA | $36917007 | 26.73% | 518133 | $4159887 | 上涨 ×2 | ||
| VTI | $18813358 | 13.62% | 50841 | $1926479 | 下跌 ×2 | ||
| VTV | $18491828 | 13.39% | 84852 | $2315520 | 上涨 ×2 | ||
| VUG | $16910775 | 12.24% | 196317 | $2940231 | 上涨 ×2 | ||
| VB | $9869462 | 7.15% | 32560 | $1521217 | 上涨 ×2 | ||
| VWO | $8454862 | 6.12% | 141646 | $1091517 | 上涨 ×2 | ||
| VOO | $3555615 | 2.57% | 5177 | $437109 | 下跌 ×2 | ||
| SPTI | $2447965 | 1.77% | 86226 | $136191 | 上涨 ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2242440 | 1.62% | 27132 | $42697 | 上涨 ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $2155845 | 1.56% | 27279 | $149166 | 上涨 ×2 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $1643553 | 1.19% | 14894 | $-1700 | 下跌 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1410454 | 1.02% | 7049 | $218183 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $1195589 | 0.87% | 4132 | $175191 | 上涨 ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $1130344 | 0.82% | 22503 | $107262 | 上涨 ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $1084997 | 0.79% | 4808 | $22694 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $985886 | 0.71% | 2344 | $63574 | 下跌 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $867558 | 0.63% | 3640 | $90503 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $774419 | 0.56% | 2192 | $166211 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $600473 | 0.43% | 1610 | $56872 | 上涨 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $593305 | 0.43% | 514 | $387131 | 下跌 ×1 | ||
| VIG | $526716 | 0.38% | 2226 | $46487 | 下跌 ×1 | ||
| DFLV | $501448 | 0.36% | 12682 | $180591 | 上涨 ×2 | ||
| ED Consolidated Edison, Inc. Common Stock | $446613 | 0.32% | 4037 | $-2485 | 上涨 ×1 | ||
| DFAI | $426021 | 0.31% | 10328 | $5224 | 下跌 ×1 | ||
| DFIC | $406097 | 0.29% | 10899 | 上涨 ×1 | |||
| VGT | $391310 | 0.28% | 3274 | $91883 | 上涨 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $384792 | 0.28% | 683 | $74644 | 上涨 ×2 | ||
| VO | $383513 | 0.28% | 4760 | $128 | 上涨 ×1 | ||
| GLD | $375011 | 0.27% | 1018 | $-124556 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $365376 | 0.26% | 1036 | $43722 | 上涨 ×1 | ||
| PEG Public Service Enterprise Group Incorporated Common Stock | $352559 | 0.26% | 4344 | $2450 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $352367 | 0.26% | 986 | $74445 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $331746 | 0.24% | 450 | $43156 | 下跌 ×1 | ||
| WSFS WSFS Financial Corporation - Common Stock | $315514 | 0.23% | 4112 | $46342 | |||
| BA Boeing Company (The) Common Stock | $304573 | 0.22% | 1407 | $31305 | 上涨 ×1 | ||
| IVV | $271847 | 0.20% | 363 | $34732 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $250739 | 0.18% | 524 | ||||
| JPM JP Morgan Chase & Co. Common Stock | $244516 | 0.18% | 747 | $18013 | 下跌 ×2 | ||
| WDC Western Digital Corporation - Common Stock | $242714 | 0.18% | 380 | 上涨 ×1 | |||
| BR Broadridge Financial Solutions, Inc. Common Stock | $236970 | 0.17% | 1718 | $-43846 | |||
| SPY SPY | $220994 | 0.16% | 295 | ||||
| DFAE | $215445 | 0.16% | 5358 | 上涨 ×1 | |||
| DFSV | $210764 | 0.15% | 5433 | 上涨 ×1 | |||
| DFUS | $202733 | 0.15% | 2474 | $-10198 | 下跌 ×1 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。