Prosperity Wealth Management, Inc.
- SEC CIK
- 0001991463
- 最新申報
- 2026/3/27
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/5 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 233
- 較 2025 年第 1 季 +20
- 總值
- $2.70 億
- 較 2025 年第 1 季 +$5,710 萬 (+26.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 872,599 | $2,133 萬 | 7.9% | +64,771+8.0% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 694,578 | $2,029 萬 | 7.5% | +75,566+12.2% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 24,178 | $1,373 萬 | 5.1% | −1,506−5.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,874 | $1,096 萬 | 4.1% | −1,178−5.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 17,044 | $847.8 萬 | 3.1% | −1,070−5.9% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J742 | RAFI STRATGIC US | 131,010 | $674.7 萬 | 2.5% | +24,037+22.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 39,979 | $631.6 萬 | 2.3% | +2,189+5.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 22,231 | $487.7 萬 | 1.8% | −1,864−7.7% | 減碼 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 194,384 | $462.6 萬 | 1.7% | −4,754−2.4% | 減碼 | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 49,740 | $412.8 萬 | 1.5% | −12,861−20.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 19,423 | $398.5 萬 | 1.5% | −835−4.1% | 減碼 | 歷史 |
| Macquarie ETF Trust555927409 | ETF | 125,358 | $359.5 萬 | 1.3% | +125,358 | 新進 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 32,127 | $350.8 萬 | 1.3% | −2,898−8.3% | 減碼 | – |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 36,839 | $336.9 萬 | 1.2% | +36,839 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 4,549 | $335.8 萬 | 1.2% | +232+5.4% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 24,238 | $330.4 萬 | 1.2% | +3,685+17.9% | 加碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 25,609 | $301.4 萬 | 1.1% | +17,392+211.7% | 加碼 | – |
| DKNGDraftKings Inc. | Stock | 67,676 | $290.3 萬 | 1.1% | +1,209+1.8% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 20,920 | $290.1 萬 | 1.1% | +20,920 | 新進 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 7,554 | $276.6 萬 | 1.0% | −2,327−23.6% | 減碼 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 28,234 | $275.9 萬 | 1.0% | +12,492+79.4% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 25,531 | $238.2 萬 | 0.9% | +171+0.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,400 | $229.4 萬 | 0.9% | −43−0.3% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,220 | $227.9 萬 | 0.8% | +56+1.8% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 22,139 | $226.5 萬 | 0.8% | +680+3.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,653 | $205.4 萬 | 0.8% | +1,460+14.3% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 10,860 | $189.1 萬 | 0.7% | −100−0.9% | 減碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 22,186 | $188.2 萬 | 0.7% | +8,275+59.5% | 加碼 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 12,034 | $177.6 萬 | 0.7% | +1,130+10.4% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,239 | $174.5 萬 | 0.6% | +37+1.7% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 17,182 | $173.0 萬 | 0.6% | −4,372−20.3% | 減碼 | – |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 123,745 | $171.8 萬 | 0.6% | +1,479+1.2% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 13,600 | $156.9 萬 | 0.6% | +1,810+15.4% | 加碼 | 歷史 |
| OSCROscar Health, Inc. | CL A | 70,793 | $151.8 萬 | 0.6% | −16,883−19.3% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,955 | $150.5 萬 | 0.6% | +1,032+53.7% | 加碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 51,376 | $150.5 萬 | 0.6% | +19,600+61.7% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 4,892 | $134.8 萬 | 0.5% | +2,210+82.4% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 23,624 | $134.3 萬 | 0.5% | +6,507+38.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 4,225 | $134.2 萬 | 0.5% | +1,168+38.2% | 加碼 | 歷史 |
| Graniteshares 2X Long Coin Daily ETF38747R801 | ETF | 27,834 | $128.4 萬 | 0.5% | −9,266−25.0% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 11,741 | $126.6 萬 | 0.5% | +316+2.8% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 4,856 | $125.0 萬 | 0.5% | +525+12.1% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 50,504 | $123.9 萬 | 0.5% | +50,504 | 新進 | – |
| VSTVistra Corp. | Stock | 6,378 | $123.6 萬 | 0.5% | −1,641−20.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,983 | $123.2 萬 | 0.5% | −1−0.1% | 減碼 | – |
| WYNNWynn Resorts Ltd | COM | 13,127 | $123.0 萬 | 0.5% | −4,368−25.0% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,532 | $122.8 萬 | 0.5% | −548−26.3% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 9,080 | $116.6 萬 | 0.4% | −1,503−14.2% | 減碼 | 歷史 |
| Schwab Strategic Tr808524680 | LONG TERM US | 36,432 | $116.2 萬 | 0.4% | +3,462+10.5% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,701 | $115.4 萬 | 0.4% | +3,701 | 新進 | 歷史 |
| DASHDoorDash, Inc. | Stock | 4,674 | $115.2 萬 | 0.4% | −20.0% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N723 | AGGREGATE BD ETF | 54,959 | $113.4 萬 | 0.4% | +30,589+125.5% | 加碼 | – |
| NFLXNetflix Inc | Stock | 827 | $110.7 萬 | 0.4% | −300−26.6% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 13,769 | $106.6 萬 | 0.4% | +13,769 | 新進 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 39,543 | $104.9 萬 | 0.4% | +4,112+11.6% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,460 | $104.4 萬 | 0.4% | +48+2.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,611 | $102.0 萬 | 0.4% | +292+5.5% | 加碼 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 72,950 | $101.5 萬 | 0.4% | −3,257−4.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 971 | $96.1 萬 | 0.4% | +971 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,727 | $95.5 萬 | 0.4% | +1,042+18.3% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,932 | $94.6 萬 | 0.4% | −6−0.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,239 | $93.9 萬 | 0.3% | −186−5.4% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,625 | $91.8 萬 | 0.3% | −4,423−55.0% | 減碼 | – |
| SEZLSezzle Inc. | COM | 5,025 | $90.1 萬 | 0.3% | −2,415−32.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 18,463 | $87.4 萬 | 0.3% | −5,460−22.8% | 減碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 5,349 | $86.5 萬 | 0.3% | +85+1.6% | 加碼 | 歷史 |
| JNPRJuniper Networks Inc | COM | 21,600 | $86.2 萬 | 0.3% | +21,600 | 新進 | 歷史 |
| MVISMicrovision, Inc. | COM NEW | 726,649 | $82.8 萬 | 0.3% | +594,600+450.3% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 315 | $82.3 萬 | 0.3% | +25+8.6% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 987 | $81.7 萬 | 0.3% | +120+13.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,589 | $81.3 萬 | 0.3% | +369+11.5% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 2,627 | $80.0 萬 | 0.3% | −1,520−36.7% | 減碼 | – |
| Tidal Tr II88636J451 | YIELDMAX SHORT | 55,561 | $79.1 萬 | 0.3% | +9,744+21.3% | 加碼 | – |
| ORCLOracle Corp | Stock | 3,607 | $78.9 萬 | 0.3% | +3,607 | 新進 | 歷史 |
| Simplify Exchange Traded Fun82889N376 | DOWNSIDE INTERES | 16,196 | $78.7 萬 | 0.3% | +812+5.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 23,418 | $77.7 萬 | 0.3% | −1,138−4.6% | 減碼 | – |
| INTUIntuit Inc. | Stock | 987 | $77.7 萬 | 0.3% | +987 | 新進 | 歷史 |
| FSKFS KKR Capital Corp | COM | 36,660 | $76.1 萬 | 0.3% | +7,365+25.1% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 13,287 | $75.7 萬 | 0.3% | +5,795+77.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,473 | $75.2 萬 | 0.3% | +176+7.7% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,715 | $75.2 萬 | 0.3% | +356+26.2% | 加碼 | – |
| Direxion Shs ETF Tr25460E224 | DAILY S&P 500 HI | 79,568 | $74.9 萬 | 0.3% | +79,568 | 新進 | – |
| DECKDeckers Outdoor Corp | COM | 7,196 | $74.2 萬 | 0.3% | −1,362−15.9% | 減碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 4,492 | $74.0 萬 | 0.3% | +180+4.2% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 2,576 | $71.8 萬 | 0.3% | −373−12.6% | 減碼 | – |
| Neos ETF Trust78433H592 | ENHANCED INCOME | 15,147 | $70.9 萬 | 0.3% | +15,147 | 新進 | – |
| RBLXRoblox Corp | Stock | 6,654 | $70.0 萬 | 0.3% | +250+3.9% | 加碼 | 歷史 |
| ProShares Tr74347G192 | ULTRAPRO SHT QQQ | 35,730 | $69.9 萬 | 0.3% | +35,730 | 新進 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 21,880 | $69.6 萬 | 0.3% | −658−2.9% | 減碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 3,720 | $69.3 萬 | 0.3% | +16+0.4% | 加碼 | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 10,660 | $68.9 萬 | 0.3% | +10,660 | 新進 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 2,363 | $68.0 萬 | 0.3% | +2,363 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 7,510 | $67.7 萬 | 0.3% | −170−2.2% | 減碼依 15 比 1 拆股換算 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 1,640 | $66.7 萬 | 0.2% | +240+17.1% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 2,248 | $66.3 萬 | 0.2% | +558+33.0% | 加碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 2,633 | $64.9 萬 | 0.2% | +94+3.7% | 加碼 | – |
| MUMicron Technology Inc | Stock | 5,232 | $64.5 萬 | 0.2% | +5,232 | 新進 | 歷史 |
| Global X FDS37960A529 | DEFENSE TECH ETF | 10,642 | $64.1 萬 | 0.2% | +2,174+25.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 999 | $61.7 萬 | 0.2% | −314−23.9% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R569 | MTG BKD SECS ACT | 12,363 | $60.6 萬 | 0.2% | +12,363 | 新進 | – |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
2025 年第 1 季之後清倉（52 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Strategy Shs86280R803 | DAY HAGAN SMART | 28,807 | $117.3 萬 | 0.6% | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 24,725 | $99.9 萬 | 0.5% | – |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 46,554 | $84.6 萬 | 0.4% | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,564 | $77.5 萬 | 0.4% | 歷史 |
| J P Morgan Exchange-Traded F46641Q340 | BETABUILDERS US | 8,039 | $72.4 萬 | 0.3% | – |
| TTDTrade Desk, Inc. | Stock | 12,235 | $66.9 萬 | 0.3% | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,278 | $61.1 萬 | 0.3% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 7,435 | $60.5 萬 | 0.3% | 歷史 |
| ProShares Tr74347G135 | ULTRAPRO SRT DOW | 9,993 | $52.2 萬 | 0.2% | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,010 | $49.0 萬 | 0.2% | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 2,091 | $48.4 萬 | 0.2% | 歷史 |
| Graniteshares ETF Tr38747R827 | 1.5X LNG NVDA DL | 12,225 | $45.7 萬 | 0.2% | – |
| HWMHowmet Aerospace Inc. | Stock | 3,100 | $40.2 萬 | 0.2% | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 12,243 | $37.6 萬 | 0.2% | – |
| GFFGriffon Corp | COM | 4,900 | $35.0 萬 | 0.2% | 歷史 |
| Direxion Shs ETF Tr25461A569 | DAILY AVGO BULL | 21,886 | $35.0 萬 | 0.2% | – |
| Neos ETF Trust78433H634 | RUSS 2000 HI ETF | 8,009 | $35.0 萬 | 0.2% | – |
| IRMDIradimed Corp | COM | 6,595 | $34.6 萬 | 0.2% | 歷史 |
| PEverpure, Inc. | CL A | 7,670 | $34.0 萬 | 0.2% | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 11,350 | $33.2 萬 | 0.2% | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 2,750 | $32.1 萬 | 0.2% | 歷史 |
| TSCOTractor Supply Co | COM | 5,810 | $32.0 萬 | 0.2% | 歷史 |
| SSentinelOne, Inc. | CL A | 17,600 | $32.0 萬 | 0.2% | 歷史 |
| First Tr Exchange-Traded FD33739Q804 | ENERGY INM PARTN | 12,213 | $31.8 萬 | 0.1% | – |
| CMGChipotle Mexican Grill Inc | COM | 6,100 | $30.6 萬 | 0.1% | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 9,150 | $30.6 萬 | 0.1% | 歷史 |
| Direxion Shs ETF Tr25460E232 | DAILY SM CP BEAR | 17,899 | $30.5 萬 | 0.1% | – |
| OKTAOkta, Inc. | CL A | 2,880 | $30.3 萬 | 0.1% | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 9,650 | $30.3 萬 | 0.1% | 歷史 |
| GLLProShares Trust II | ULTRASHRT NEW | 23,597 | $29.9 萬 | 0.1% | 歷史 |
| TOSTToast, Inc. | Stock | 8,765 | $29.1 萬 | 0.1% | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,808 | $28.4 萬 | 0.1% | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,785 | $27.8 萬 | 0.1% | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,697 | $26.0 萬 | 0.1% | – |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 10,969 | $25.9 萬 | 0.1% | – |
| iShares Tr464288166 | AGENCY BOND ETF | 2,365 | $25.9 萬 | 0.1% | – |
| CLFCleveland-Cliffs Inc. | COM | 30,379 | $25.0 萬 | 0.1% | 歷史 |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 3,469 | $24.9 萬 | 0.1% | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 716 | $24.0 萬 | 0.1% | – |
| iShares Semiconductor ETF464287523 | ETF | 1,176 | $22.1 萬 | 0.1% | – |
| Simplify Exchange Traded Fun82889N772 | HEALTH CARE ETF | 7,129 | $20.9 萬 | 0.1% | – |
| TEMTempus AI, Inc. | CL A | 4,235 | $20.4 萬 | 0.1% | 歷史 |
| DOCSDoximity, Inc. | CL A | 3,495 | $20.3 萬 | 0.1% | 歷史 |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 7,849 | $20.1 萬 | 0.1% | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 764 | $20.0 萬 | 0.1% | – |
| BRZEBraze, Inc. | Stock | 5,545 | $20.0 萬 | 0.1% | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 23,700 | $16.9 萬 | 0.1% | 歷史 |
| UPWKUpwork, Inc | COM | 12,750 | $16.6 萬 | 0.1% | 歷史 |
| POETPoet Technologies Inc. | COM NEW | 36,375 | $13.7 萬 | 0.1% | 歷史 |
| LASELaser Photonics Corp | COM | 42,815 | $13.1 萬 | 0.1% | 歷史 |
| APLDApplied Digital Corp. | COM NEW | 19,150 | $10.8 萬 | 0.1% | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 27,600 | $6.90 萬 | <0.1% | 歷史 |