13F 机构持仓

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Westlake OH · SEC CIK 0001965756

2026Q22026Q1 更早 9 个季度 🔒
$17.56亿2026Q1 申报市值
403持仓数
39.7%前十大占比 · 第一大 10.2%
45 / 21新建仓 / 清仓
申报市值走势$20.25亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 10.2%
DIMENSIONAL ET 6.3%
CORO 4.1%
VEA 3.3%
DYNF 3.3%
VUG 3.1%
DFAX 2.7%
VTV 2.7%
DIMENSIONAL ET 2.0%
IVE 1.9%

2026Q1 买入最多 按季末市值估算

CORO 新建仓+$7,256.58万
SPYM 加仓+$4,587.19万
GOVT 新建仓+$1,851.98万
BAI 加仓+$926.88万
SHLD 加仓+$721.61万

2026Q1 卖出最多 按季末市值估算

XLG 清仓-$3,962.66万
IEMG 减仓-$2,444.80万
IVE 减仓-$1,427.94万
QQQM 减仓-$869.35万
IAU 减仓-$828.14万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -668,465-100.0% -$3,962.66万 清仓
FDN FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
FSEP FIRST TR EXCHNG TRADED FD VI $00.00%0 -14,470-100.0% -$74.61万 清仓
FTC FIRST TR EXCHANGE-TRADED ALP $00.00%0 -4,499-100.0% -$71.93万 清仓
DRI DARDEN RESTAURANTS INC $00.00%0 -3,844-100.0% -$70.74万 清仓
RPG INVESCO EXCHANGE TRADED FD T $00.00%0 -12,457-100.0% -$58.14万 清仓
ARKK ARK ETF TR $00.00%0 -7,308-100.0% -$56.22万 清仓
BIDD BLACKROCK ETF TRUST $00.00%0 -17,106-100.0% -$49.30万 清仓
SHY ISHARES TR $00.00%0 -5,229-100.0% -$43.31万 清仓
OKLO OKLO INC $00.00%0 -6,024-100.0% -$43.23万 清仓
SPMO INVESCO EXCH TRADED FD TR II $00.00%0 -3,607-100.0% -$43.04万 清仓
PSEP INNOVATOR ETFS TRUST $00.00%0 -9,035-100.0% -$39.50万 清仓
TBUX T ROWE PRICE ETF INC $00.00%0 -7,656-100.0% -$38.17万 清仓
VPU VANGUARD WORLD FD $00.00%0 -1,986-100.0% -$36.74万 清仓
PFEB INNOVATOR ETFS TRUST $00.00%0 -7,999-100.0% -$32.57万 清仓
HOOD ROBINHOOD MKTS INC $00.00%0 -2,846-100.0% -$32.19万 清仓
IHI ISHARES TR $00.00%0 -5,063-100.0% -$31.46万 清仓
HYG ISHARES TR $00.00%0 -3,851-100.0% -$31.05万 清仓
IBTG ISHARES TR $00.00%0 -11,502-100.0% -$26.31万 清仓
WFC WELLS FARGO CO NEW $00.00%0 —— — 申报中断
PMAR INNOVATOR ETFS TRUST $00.00%0 -4,453-100.0% -$20.01万 清仓
BBAI BIGBEAR AI HLDGS INC $00.00%0 —— — 申报中断
ACHR ARCHER AVIATION INC $00.00%0 -11,276-100.0% -$8.48万 清仓
OPEN OPENDOOR TECHNOLOGIES INC $00.00%0 -11,770-100.0% -$6.86万 清仓
— ARCHER AVIATION INC $2,8010.00%10,000 00.0% — 不变
— ZEVIA PBC $1.53万0.00%13,116 1,39511.9% $1,632 加仓
PML PIMCO MUN INCOME FD II $8.96万0.01%11,837 1801.5% $1,363 加仓
BHVN BIOHAVEN LTD $13.11万0.01%15,500 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $20.03万0.01%2,474 2,474— $20.03万 新建仓
JPIB J P MORGAN EXCHANGE TRADED F $20.08万0.01%4,199 -560-11.8% -$2.68万 减仓
PECO PHILLIPS EDISON & CO INC $20.31万0.01%5,428 5,428— $20.31万 新建仓
MAGS LISTED FDS TR $20.39万0.01%3,520 150.4% $869 加仓
EDGF ADVISORS INNER CIRCLE FD II $20.49万0.01%8,285 8,285— $20.49万 新建仓
PSI INVESCO EXCHANGE TRADED FD T $20.54万0.01%2,176 2,176— $20.54万 新建仓
VG VENTURE GLOBAL INC $20.64万0.01%13,099 13,099— $20.64万 新建仓
SCHW SCHWAB CHARLES CORP $20.77万0.01%2,210 -13-0.6% -$1,222 减仓
AVLV AMERICAN CENTY ETF TR $21.00万0.01%2,605 2,605— $21.00万 新建仓
PREF PRINCIPAL EXCHANGE TRADED FD $21.06万0.01%11,190 -1,436-11.4% -$2.70万 减仓
SHEL SHELL PLC $21.15万0.01%2,274 2,274— $21.15万 新建仓
GD GENERAL DYNAMICS CORP $21.36万0.01%622 -275-30.7% -$9.44万 减仓
GLW CORNING INC $21.49万0.01%1,580 1,580— $21.49万 新建仓
ITA ISHARES TR $21.66万0.01%990 -2,043-67.4% -$44.69万 减仓
BOCT INNOVATOR ETFS TRUST $21.68万0.01%4,518 00.0% — 不变
MU MICRON TECHNOLOGY INC $21.69万0.01%642 -174-21.3% -$5.88万 减仓
IBKR INTERACTIVE BROKERS GROUP IN $22.01万0.01%3,281 -191-5.5% -$1.28万 减仓
TDIV FIRST TR EXCHANGE TRADED FD $22.16万0.01%2,367 2,367— $22.16万 新建仓
ELV ELEVANCE HEALTH INC FORMERLY $22.18万0.01%758 15124.9% $4.42万 加仓
RPM RPM INTL INC $22.35万0.01%2,248 100.4% $994 加仓
BX BLACKSTONE INC $22.39万0.01%1,947 -471-19.5% -$5.42万 减仓
LNT ALLIANT ENERGY CORP $22.66万0.01%3,158 240.8% $1,722 加仓
BNY BANK NEW YORK MELLON CORP $22.86万0.01%1,927 -116-5.7% -$1.38万 减仓
NUE NUCOR CORP $22.89万0.01%1,353 403.0% $6,766 加仓
PFF ISHARES TR $22.90万0.01%7,553 -1,178-13.5% -$3.57万 减仓
PPG PPG INDS INC $22.96万0.01%2,148 -91-4.1% -$9,726 减仓
NZF NUVEEN MUN CR INCOME FD $23.01万0.01%18,893 2191.2% $2,667 加仓
FTGS FIRST TR EXCHANGE-TRADED FD $23.13万0.01%6,794 -709-9.4% -$2.41万 减仓
D DOMINION ENERGY INC $23.37万0.01%3,781 3,781— $23.37万 新建仓
CMCSA COMCAST CORP NEW $23.38万0.01%8,143 5176.8% $1.48万 重新持有
OEF ISHARES TR $23.51万0.01%739 -5,328-87.8% -$169.53万 减仓
BA BOEING CO $23.55万0.01%1,183 -96-7.5% -$1.91万 减仓
AXON AXON ENTERPRISE INC $23.66万0.01%557 00.0% — 不变
RYLD GLOBAL X FDS $23.78万0.01%15,906 -298-1.8% -$4,455 减仓
IXUS ISHARES TR $23.95万0.01%2,765 -532-16.1% -$4.61万 重新持有
IWS ISHARES TR $24.12万0.01%1,655 -318-16.1% -$4.64万 减仓
AHR AMERICAN HEALTHCARE REIT INC $24.43万0.01%5,181 -466-8.3% -$2.20万 减仓
ACWI ISHARES TR $24.56万0.01%1,775 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $24.90万0.01%4,106 -80-1.9% -$4,851 减仓
FNY FIRST TR EXCHANGE-TRADED ALP $24.94万0.01%2,756 2,756— $24.94万 新建仓
FBTC FIDELITY WISE ORIGIN BITCOIN $24.94万0.01%4,225 -982-18.9% -$5.80万 减仓
XYLD GLOBAL X FDS $25.12万0.01%6,420 -232-3.5% -$9,078 减仓
SO SOUTHERN CO $25.16万0.01%2,606 -22-0.8% -$2,124 减仓
DEM WISDOMTREE TR $25.24万0.01%5,080 -646-11.3% -$3.21万 减仓
— ISHARES ETHEREUM TR $25.31万0.01%15,986 -2,667-14.3% -$4.22万 减仓
GEF/B GREIF INC $25.62万0.01%2,927 321.1% $2,801 加仓
IYZ ISHARES TR $25.66万0.01%6,526 -1,204-15.6% -$4.73万 减仓
EVLN MORGAN STANLEY ETF TRUST $25.78万0.01%5,351 -1,509-22.0% -$7.27万 减仓
— ABERDEEN INDIA FD INC $25.85万0.01%22,836 9,02465.3% $10.22万 加仓
— BELPOINTE PREP LLC $25.90万0.01%4,869 00.0% — 不变
PAAS PAN AMERN SILVER CORP $26.03万0.01%4,766 230.5% $1,256 加仓
CIEN CIENA CORP $26.05万0.01%671 671— $26.05万 新建仓
ED CONSOLIDATED EDISON INC $26.26万0.01%2,320 2,320— $26.26万 新建仓
EFA ISHARES TR $26.31万0.01%2,709 -653-19.4% -$6.34万 减仓
PYLD PIMCO ETF TR $26.54万0.02%10,132 -1,772-14.9% -$4.64万 减仓
VSS VANGUARD INTL EQUITY INDEX F $26.55万0.02%1,821 1277.5% $1.85万 加仓
QYLD GLOBAL X FDS $26.56万0.02%15,489 5,43654.1% $9.32万 加仓
BRC BRADY CORP $26.64万0.02%3,279 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $27.58万0.02%5,864 -790-11.9% -$3.72万 减仓
USMV ISHARES TR $27.64万0.02%2,980 -264-8.1% -$2.45万 减仓
XTL SPDR SERIES TRUST $27.66万0.02%1,471 -179-10.8% -$3.37万 减仓
VYMI VANGUARD WHITEHALL FDS $28.16万0.02%2,988 -334-10.1% -$3.15万 减仓
DGX QUEST DIAGNOSTICS INC $28.85万0.02%1,472 1,472— $28.85万 新建仓
BUG GLOBAL X FDS $28.89万0.02%11,506 -1,495-11.5% -$3.75万 减仓
PSCT INVESCO EXCH TRADED FD TR II $29.50万0.02%4,911 4,911— $29.50万 新建仓
CSX CSX CORP $29.58万0.02%7,207 5908.9% $2.42万 加仓
BSX BOSTON SCIENTIFIC CORP $29.66万0.02%4,726 -30-0.6% -$1,883 减仓
ENB ENBRIDGE INC $29.91万0.02%5,524 67613.9% $3.66万 加仓
GILD GILEAD SCIENCES INC $30.01万0.02%2,153 32217.6% $4.49万 加仓
NSC NORFOLK SOUTHN CORP $30.04万0.02%1,047 -65-5.8% -$1.86万 减仓
CSCO CISCO SYS INC $30.17万0.02%3,888 -2,622-40.3% -$20.34万 减仓
BSEP INNOVATOR ETFS TRUST $30.26万0.02%6,293 00.0% — 不变