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 🔒
$20.25亿2026Q2 申报市值
424持仓数
43.8%前十大占比 · 第一大 12.4%
52 / 34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 12.4%
DIMENSIONAL ET 6.0%
CORO 4.3%
VUG 3.7%
VEA 3.6%
DYNF 3.5%
VTV 2.9%
DFAX 2.5%
SPYG 2.5%
BAI 2.4%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$4,455.03万
IALT 新建仓+$1,496.67万
SPYG 加仓+$1,259.39万
VUG 加仓+$1,054.78万
RSP 加仓+$784.77万

2026Q2 卖出最多 按季末市值估算

QUAL 减仓-$2,861.37万
TFLO 减仓-$2,210.17万
IEMG 减仓-$1,045.48万
MTUM 减仓-$1,014.37万
THRO 减仓-$795.28万

2026Q2 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
FLMI FRANKLIN TEMPLETON ETF TR $27.34万0.01%10,861 10,861— $27.34万 新建仓
PYLD PIMCO ETF TR $27.39万0.01%10,329 1971.9% $5,224 加仓
IWS ISHARES TR $27.57万0.01%1,675 201.2% $3,292 加仓
GEF/B GREIF INC $27.64万0.01%2,955 281.0% $2,619 加仓
— ABERDEEN INDIA FD INC $27.74万0.01%23,609 7733.4% $9,083 加仓
FDN FIRST TR EXCHANGE-TRADED FD $27.77万0.01%1,049 -2,009-65.7% -$53.18万 重新持有
CEG CONSTELLATION ENERGY CORP $27.79万0.01%1,119 141.3% $3,477 加仓
QTEC FIRST TR EXCHANGE-TRADED FD $27.98万0.01%836 836— $27.98万 新建仓
IWB ISHARES TR $28.13万0.01%687 -230-25.1% -$9.42万 减仓
RPM RPM INTL INC $28.24万0.01%2,541 29313.0% $3.26万 加仓
D DOMINION ENERGY INC $28.43万0.01%4,163 38210.1% $2.61万 加仓
GDX VANECK ETF TRUST $28.53万0.01%3,781 -74-1.9% -$5,583 减仓
EFA ISHARES TR $28.53万0.01%2,746 371.4% $3,844 加仓
AGG ISHARES TR $29.31万0.01%2,961 -1,557-34.5% -$15.41万 减仓
PJUL INNOVATOR ETFS TRUST $29.73万0.01%6,091 6,091— $29.73万 新建仓
ENB ENBRIDGE INC $29.90万0.01%5,516 -8-0.1% -$434 减仓
NUE NUCOR CORP $29.97万0.01%1,345 -8-0.6% -$1,782 减仓
BRC BRADY CORP $30.03万0.01%3,279 00.0% — 不变
LNT ALLIANT ENERGY CORP $30.21万0.01%3,960 80225.4% $6.12万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $30.37万0.01%6,671 -75-1.1% -$3,414 减仓
IYH ISHARES TR $30.46万0.02%4,545 4,545— $30.46万 新建仓
EDGH ADVISORS INNER CIRCLE FD II $30.51万0.02%9,591 9,591— $30.51万 新建仓
VYMI VANGUARD WHITEHALL FDS $30.65万0.02%3,121 1334.5% $1.31万 加仓
DGX QUEST DIAGNOSTICS INC $30.78万0.02%1,452 -20-1.4% -$4,239 减仓
HONA HONEYWELL AEROSPACE INC $31.38万0.02%1,419 1,419— $31.38万 新建仓
ETR ENTERGY CORP NEW $31.83万0.02%2,771 -207-7.0% -$2.38万 减仓
IYK ISHARES TR $31.86万0.02%4,385 -1,129-20.5% -$8.20万 减仓
PJAN INNOVATOR ETFS TRUST $32.08万0.02%6,483 6,483— $32.08万 新建仓
HON HONEYWELL INTL INC $32.20万0.02%1,438 -1,650-53.4% -$36.95万 减仓
VGLT VANGUARD SCOTTSDALE FDS $32.85万0.02%5,953 -425-6.7% -$2.35万 减仓
USMV ISHARES TR $33.08万0.02%3,430 45015.1% $4.34万 加仓
VZ VERIZON COMMUNICATIONS INC $33.82万0.02%7,987 -4,485-36.0% -$18.99万 减仓
— FIRST TR EXCHANGE-TRADED ALP $33.90万0.02%4,856 4,856— $33.90万 新建仓
LMUB ISHARES TR $34.59万0.02%6,753 -191-2.8% -$9,784 减仓
AMAT APPLIED MATLS INC $34.66万0.02%479 479— $34.66万 新建仓
BJUL INNOVATOR ETFS TRUST $34.81万0.02%6,410 6,410— $34.81万 新建仓
CL COLGATE PALMOLIVE CO $34.99万0.02%3,816 601.6% $5,501 加仓
DES WISDOMTREE TR $35.14万0.02%8,638 8,638— $35.14万 新建仓
BCI ABRDN ETFS $35.31万0.02%15,808 -7,220-31.4% -$16.13万 减仓
FYX FIRST TR EXCHANGE-TRADED ALP $36.05万0.02%2,498 -282-10.1% -$4.07万 减仓
SDVY FIRST TR EXCHANGE TRADED FD $36.14万0.02%8,377 -553-6.2% -$2.39万 减仓
CSX CSX CORP $36.31万0.02%7,638 4316.0% $2.05万 加仓
EUFN ISHARES TR $37.03万0.02%9,498 9,498— $37.03万 新建仓
EPD ENTERPRISE PRODS PARTNERS L $37.09万0.02%10,091 140.1% $515 加仓
XMMO INVESCO EXCHANGE TRADED FD T $37.16万0.02%2,184 -2,294-51.2% -$39.03万 减仓
SCHG SCHWAB STRATEGIC TR $37.44万0.02%11,063 1371.3% $4,636 加仓
SPYD SPDR SERIES TRUST $37.58万0.02%7,877 -469-5.6% -$2.24万 减仓
BUG GLOBAL X FDS $37.85万0.02%9,910 -1,596-13.9% -$6.10万 减仓
— FIRST TR EXCHNG TRADED FD VI $37.97万0.02%7,704 00.0% — 不变
GGOV BLACKROCK ETF TRUST II $38.16万0.02%7,587 7,587— $38.16万 新建仓
WM WASTE MGMT INC DEL $38.47万0.02%1,726 60.3% $1,337 加仓
VXF VANGUARD INDEX FDS $39.15万0.02%1,590 60.4% $1,477 加仓
TLTW ISHARES TR $39.49万0.02%17,677 17,677— $39.49万 新建仓
DFIP DIMENSIONAL ETF TRUST $39.60万0.02%9,598 -774-7.5% -$3.19万 减仓
LNG CHENIERE ENERGY INC $39.63万0.02%1,658 483.0% $1.15万 加仓
FDVV FIDELITY COVINGTON TRUST $39.63万0.02%6,573 -117-1.7% -$7,054 减仓
BOCT INNOVATOR ETFS TRUST $39.76万0.02%7,499 2,98166.0% $15.81万 加仓
SPCX SPACE EXPLORATION TECHN CORP $40.07万0.02%2,345 2,345— $40.07万 新建仓
— DIMENSIONAL ETF TRUST $40.32万0.02%4,896 -1,929-28.3% -$15.88万 减仓
SCHE SCHWAB STRATEGIC TR $40.51万0.02%11,172 00.0% — 不变
CSCO CISCO SYS INC $40.56万0.02%3,453 -435-11.2% -$5.11万 减仓
PSI INVESCO EXCHANGE TRADED FD T $40.88万0.02%2,176 00.0% — 不变
MMIT NEW YORK LIFE INVTS ACTIVE E $40.96万0.02%16,822 16,822— $40.96万 新建仓
IHAK ISHARES TR $41.64万0.02%6,859 -1,153-14.4% -$7.00万 减仓
IFRA ISHARES TR $41.90万0.02%6,646 -1,346-16.8% -$8.49万 减仓
DIS DISNEY WALT CO $41.90万0.02%4,353 1,17336.9% $11.29万 加仓
TFC TRUIST FINL CORP $42.13万0.02%8,457 5226.6% $2.60万 加仓
MS MORGAN STANLEY $42.23万0.02%2,020 -1,168-36.6% -$24.42万 减仓
MELI MERCADOLIBRE INC $42.27万0.02%249 20.8% $3,395 加仓
VDC VANGUARD WORLD FD $42.62万0.02%1,890 1,890— $42.62万 新建仓
JMOM J P MORGAN EXCHANGE TRADED F $43.02万0.02%5,034 00.0% — 不变
BSEP INNOVATOR ETFS TRUST $43.13万0.02%8,179 1,88630.0% $9.94万 加仓
CVS CVS HEALTH CORP $43.72万0.02%4,226 -681-13.9% -$7.04万 减仓
BWMN BOWMAN CONSULTING GROUP LTD $43.75万0.02%14,984 14,984— $43.75万 新建仓
ITW ILLINOIS TOOL WKS INC $44.34万0.02%1,639 18412.6% $4.98万 加仓
SUB ISHARES TR $45.05万0.02%4,231 49713.3% $5.29万 加仓
SCHY SCHWAB STRATEGIC TR $45.74万0.02%14,414 -157-1.1% -$4,982 减仓
ET ENERGY TRANSFER L P $46.66万0.02%24,402 3,14714.8% $6.02万 加仓
XLB SELECT SECTOR SPDR TR $46.92万0.02%9,231 -2,124-18.7% -$10.80万 减仓
GLW CORNING INC $47.11万0.02%1,844 26416.7% $6.75万 加仓
NEE NEXTERA ENERGY INC $48.07万0.02%5,476 -5,096-48.2% -$44.73万 减仓
GEV GE VERNOVA INC $48.44万0.02%412 -35-7.8% -$4.12万 减仓
UNH UNITEDHEALTH GROUP INC $48.63万0.02%1,170 131.1% $5,403 加仓
UNP UNION PAC CORP $49.45万0.02%1,818 613.5% $1.66万 加仓
DFUV DIMENSIONAL ETF TRUST $49.91万0.02%9,072 -130-1.4% -$7,151 减仓
COP CONOCOPHILLIPS $49.99万0.02%4,808 -141-2.8% -$1.47万 减仓
VIG VANGUARD SPECIALIZED FUNDS $50.23万0.02%2,123 37821.7% $8.94万 加仓
— INNOVATOR ETFS TRUST $50.60万0.02%18,721 18,721— $50.60万 新建仓
ORCL ORACLE CORP $50.69万0.03%3,459 902.7% $1.32万 加仓
XLE SELECT SECTOR SPDR TR $50.70万0.03%9,546 -37,664-79.8% -$200.02万 减仓
EMR EMERSON ELEC CO $50.96万0.03%3,560 35311.0% $5.05万 加仓
KO COCA COLA CO $51.50万0.03%6,337 -1,800-22.1% -$14.63万 减仓
SHOP SHOPIFY INC $51.97万0.03%4,552 -1,015-18.2% -$11.59万 减仓
ED CONSOLIDATED EDISON INC $53.25万0.03%4,814 2,494107.5% $27.59万 加仓
FE FIRSTENERGY CORP $53.36万0.03%11,225 680.6% $3,233 加仓
V VISA INC $53.51万0.03%1,560 31425.2% $10.77万 加仓
USFR WISDOMTREE TR $53.68万0.03%10,661 -64,346-85.8% -$323.97万 减仓
ITA ISHARES TR $53.73万0.03%2,216 1,226123.8% $29.73万 加仓
— INNOVATOR ETFS TRUST $53.80万0.03%17,952 -1,483-7.6% -$4.44万 减仓
TDIV FIRST TR EXCHANGE TRADED FD $55.02万0.03%4,789 2,422102.3% $27.83万 加仓