C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Westlake OH · SEC CIK 0001965756
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $30.65万 | 0.02% | 3,180 | -453 | -12.5% | -$4.37万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $30.86万 | 0.02% | 1,105 | -495 | -30.9% | -$13.82万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $31.32万 | 0.02% | 1,157 | -617 | -34.8% | -$16.70万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $31.83万 | 0.02% | 10,926 | -19,160 | -63.7% | -$55.81万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $32.01万 | 0.02% | 3,756 | 3 | 0.1% | $256 | 加仓 |
| VXF | VANGUARD INDEX FDS | $32.60万 | 0.02% | 1,584 | -205 | -11.5% | -$4.22万 | 减仓 |
| IWB | ISHARES TR | $32.69万 | 0.02% | 917 | -27 | -2.9% | -$9,626 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $32.94万 | 0.02% | 2,513 | -576 | -18.6% | -$7.55万 | 减仓 |
| VIS | VANGUARD WORLD FD | $33.01万 | 0.02% | 1,057 | 1,057 | — | $33.01万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $33.18万 | 0.02% | 2,780 | 2,780 | — | $33.18万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $33.30万 | 0.02% | 2,059 | -5,533 | -72.9% | -$89.49万 | 重新持有 |
| ETR | ENTERGY CORP NEW | $33.46万 | 0.02% | 2,978 | 4 | 0.1% | $449 | 加仓 |
| XOP | SPDR SERIES TRUST | $33.64万 | 0.02% | 1,850 | 1,850 | — | $33.64万 | 新建仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $34.19万 | 0.02% | 5,034 | -339 | -6.3% | -$2.30万 | 减仓 |
| LMUB | ISHARES TR | $34.67万 | 0.02% | 6,944 | 6,944 | — | $34.67万 | 新建仓 |
| IHAK | ISHARES TR | $34.97万 | 0.02% | 8,012 | -994 | -11.0% | -$4.34万 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $34.98万 | 0.02% | 3,195 | 3,195 | — | $34.98万 | 新建仓 |
| IGF | ISHARES TR | $35.18万 | 0.02% | 5,251 | 498 | 10.5% | $3.34万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $35.21万 | 0.02% | 8,930 | -744 | -7.7% | -$2.93万 | 减仓 |
| CVS | CVS HEALTH CORP | $35.24万 | 0.02% | 4,907 | -4,993 | -50.4% | -$35.86万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $35.31万 | 0.02% | 6,378 | -23,633 | -78.7% | -$130.83万 | 减仓 |
| GDX | VANECK ETF TRUST | $35.37万 | 0.02% | 3,855 | -929 | -19.4% | -$8.52万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $35.59万 | 0.02% | 6,746 | 1,101 | 19.5% | $5.81万 | 加仓 |
| GLDM | WORLD GOLD TR | $35.73万 | 0.02% | 3,855 | -7,442 | -65.9% | -$68.98万 | 减仓 |
| ING | ING GROEP N.V. | $36.12万 | 0.02% | 13,866 | 25 | 0.2% | $651 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $36.24万 | 0.02% | 7,704 | 7,704 | — | $36.24万 | 新建仓 |
| TFC | TRUIST FINL CORP | $36.48万 | 0.02% | 7,935 | -515 | -6.1% | -$2.37万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $36.81万 | 0.02% | 11,172 | 274 | 2.5% | $9,028 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $36.96万 | 0.02% | 6,690 | -1,587 | -19.2% | -$8.77万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.52万 | 0.02% | 1,745 | -46 | -2.6% | -$9,892 | 减仓 |
| V | VISA INC | $37.66万 | 0.02% | 1,246 | -57 | -4.4% | -$1.72万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $37.87万 | 0.02% | 1,455 | -26 | -1.8% | -$6,767 | 减仓 |
| SPYD | SPDR SERIES TRUST | $37.99万 | 0.02% | 8,346 | -1,105 | -11.7% | -$5.03万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $38.13万 | 0.02% | 10,077 | -29 | -0.3% | -$1,097 | 减仓 |
| IYK | ISHARES TR | $38.61万 | 0.02% | 5,514 | -848 | -13.3% | -$5.94万 | 减仓 |
| GEV | GE VERNOVA INC | $39.04万 | 0.02% | 447 | 11 | 2.5% | $9,606 | 加仓 |
| WM | WASTE MGMT INC DEL | $39.53万 | 0.02% | 1,720 | -202 | -10.5% | -$4.64万 | 减仓 |
| SUB | ISHARES TR | $39.77万 | 0.02% | 3,734 | -5,562 | -59.8% | -$59.23万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $40.71万 | 0.02% | 1,043 | -233 | -18.3% | -$9.09万 | 减仓 |
| ET | ENERGY TRANSFER L P | $41.02万 | 0.02% | 21,255 | -1,267 | -5.6% | -$2.45万 | 减仓 |
| EMR | EMERSON ELEC CO | $42.02万 | 0.02% | 3,207 | -61 | -1.9% | -$7,993 | 减仓 |
| UNP | UNION PAC CORP | $42.63万 | 0.02% | 1,757 | -18 | -1.0% | -$4,368 | 减仓 |
| MELI | MERCADOLIBRE INC | $42.71万 | 0.02% | 247 | 5 | 2.1% | $8,645 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $43.27万 | 0.02% | 10,372 | -264 | -2.5% | -$1.10万 | 减仓 |
| INTC | INTEL CORP | $43.75万 | 0.02% | 9,914 | 343 | 3.6% | $1.51万 | 加仓 |
| IAGG | ISHARES TR | $44.08万 | 0.03% | 8,809 | 713 | 8.8% | $3.57万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $44.59万 | 0.03% | 9,202 | 565 | 6.5% | $2.74万 | 加仓 |
| AGG | ISHARES TR | $44.85万 | 0.03% | 4,518 | 1,240 | 37.8% | $12.31万 | 加仓 |
| IGRO | ISHARES TR | $44.90万 | 0.03% | 5,359 | 192 | 3.7% | $1.61万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $45.70万 | 0.03% | 1,610 | 490 | 43.8% | $13.91万 | 加仓 |
| IFRA | ISHARES TR | $45.71万 | 0.03% | 7,992 | -1,118 | -12.3% | -$6.40万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $45.78万 | 0.03% | 26,433 | -12,643 | -32.4% | -$21.90万 | 减仓 |
| QCOM | QUALCOMM INC | $46.13万 | 0.03% | 3,582 | -186 | -4.9% | -$2.40万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $46.13万 | 0.03% | 14,571 | -1,122 | -7.1% | -$3.55万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $48.24万 | 0.03% | 23,079 | -1,909 | -7.6% | -$3.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $48.55万 | 0.03% | 6,825 | 6,825 | — | $48.55万 | 新建仓 |
| ORCL | ORACLE CORP | $49.56万 | 0.03% | 3,369 | -591 | -14.9% | -$8.69万 | 减仓 |
| BAC | BANK AMERICA CORP | $49.87万 | 0.03% | 10,229 | -655 | -6.0% | -$3.19万 | 减仓 |
| NVS | NOVARTIS AG | $50.80万 | 0.03% | 3,325 | 19 | 0.6% | $2,903 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $51.11万 | 0.03% | 11,095 | 11,095 | — | $51.11万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $52.30万 | 0.03% | 9,420 | -478 | -4.8% | -$2.65万 | 减仓 |
| MS | MORGAN STANLEY | $52.47万 | 0.03% | 3,188 | -13 | -0.4% | -$2,140 | 减仓 |
| GE | GE AEROSPACE | $53.91万 | 0.03% | 1,900 | -323 | -14.5% | -$9.16万 | 减仓 |
| AIQ | GLOBAL X FDS | $55.14万 | 0.03% | 11,816 | -1,267 | -9.7% | -$5.91万 | 减仓 |
| BCI | ABRDN ETFS | $55.93万 | 0.03% | 23,028 | -790 | -3.3% | -$1.92万 | 减仓 |
| GAM | GENERAL AMERN INVS CO INC | $55.99万 | 0.03% | 9,576 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $56.50万 | 0.03% | 19,435 | -377 | -1.9% | -$1.10万 | 减仓 |
| FE | FIRSTENERGY CORP | $56.52万 | 0.03% | 11,157 | 74 | 0.7% | $3,749 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $56.74万 | 0.03% | 11,355 | 11,355 | — | $56.74万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $57.76万 | 0.03% | 7,691 | -559 | -6.8% | -$4.20万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $58.19万 | 0.03% | 3,032 | 1,400 | 85.8% | $26.87万 | 加仓 |
| IWD | ISHARES TR | $58.33万 | 0.03% | 2,730 | 812 | 42.3% | $17.35万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $58.70万 | 0.03% | 1,942 | 360 | 22.8% | $10.88万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $58.99万 | 0.03% | 8,639 | 944 | 12.3% | $6.45万 | 加仓 |
| IWL | ISHARES TR | $59.21万 | 0.03% | 3,690 | 1,153 | 45.4% | $18.50万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $59.44万 | 0.03% | 7,376 | -16,343 | -68.9% | -$131.69万 | 重新持有 |
| PWB | INVESCO EXCHANGE TRADED FD T | $59.73万 | 0.03% | 4,743 | -998 | -17.4% | -$12.57万 | 减仓 |
| DE | DEERE & CO | $60.08万 | 0.03% | 1,067 | 6 | 0.6% | $3,379 | 加仓 |
| VOT | VANGUARD INDEX FDS | $60.23万 | 0.03% | 2,340 | 610 | 35.3% | $15.70万 | 加仓 |
| — | ISHARES TR | $61.61万 | 0.04% | 21,208 | -2,804 | -11.7% | -$8.15万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $61.76万 | 0.04% | 2,042 | -259 | -11.3% | -$7.83万 | 减仓 |
| KO | COCA COLA CO | $61.88万 | 0.04% | 8,137 | 1,174 | 16.9% | $8.93万 | 加仓 |
| IJK | ISHARES TR | $62.46万 | 0.04% | 6,207 | 6,207 | — | $62.46万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $62.61万 | 0.04% | 12,472 | 3,992 | 47.1% | $20.04万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $63.16万 | 0.04% | 1,869 | -110 | -5.6% | -$3.72万 | 减仓 |
| NDSN | NORDSON CORP | $63.36万 | 0.04% | 2,381 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $64.07万 | 0.04% | 8,700 | 2,907 | 50.2% | $21.41万 | 重新持有 |
| ETN | EATON CORP PLC | $64.15万 | 0.04% | 1,793 | -162 | -8.3% | -$5.80万 | 减仓 |
| EMXC | ISHARES INC | $64.59万 | 0.04% | 8,212 | -6,495 | -44.2% | -$51.09万 | 减仓 |
| IWF | ISHARES TR | $64.80万 | 0.04% | 1,520 | 635 | 71.8% | $27.07万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $64.94万 | 0.04% | 4,478 | 2,653 | 145.4% | $38.47万 | 加仓 |
| IGM | ISHARES TR | $65.12万 | 0.04% | 5,495 | -42 | -0.8% | -$4,977 | 减仓 |
| COP | CONOCOPHILLIPS | $65.32万 | 0.04% | 4,949 | -307 | -5.8% | -$4.05万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $65.46万 | 0.04% | 13,260 | 7,581 | 133.5% | $37.43万 | 加仓 |
| TER | TERADYNE INC | $65.96万 | 0.04% | 2,225 | -13 | -0.6% | -$3,854 | 减仓 |
| SHOP | SHOPIFY INC | $66.04万 | 0.04% | 5,567 | -225 | -3.9% | -$2.67万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $67.03万 | 0.04% | 14,150 | 0 | 0.0% | — | 不变 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $67.94万 | 0.04% | 15,455 | -15,177 | -49.5% | -$66.72万 | 减仓 |
| ESGE | ISHARES INC | $68.49万 | 0.04% | 15,063 | -1,106 | -6.8% | -$5.03万 | 减仓 |
| AMGN | AMGEN INC | $69.21万 | 0.04% | 1,967 | -38 | -1.9% | -$1.34万 | 减仓 |