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
AMGN AMGEN INC $56.51万0.03%1,561 -406-20.6% -$14.70万 减仓
ICVT ISHARES TR $58.33万0.03%4,791 -6,968-59.3% -$84.83万 减仓
PLTR PALANTIR TECHNOLOGIES INC $58.41万0.03%5,006 -7,801-60.9% -$91.02万 减仓
LMT LOCKHEED MARTIN CORP $58.55万0.03%1,149 -28-2.4% -$1.43万 减仓
IJT ISHARES TR $59.20万0.03%3,314 3,314— $59.20万 新建仓
— ISHARES TR $59.67万0.03%17,680 -3,528-16.6% -$11.91万 减仓
UPS UNITED PARCEL SVCS INC $60.04万0.03%5,585 -1,470-20.8% -$15.80万 减仓
GAM GENERAL AMERN INVS CO INC $61.05万0.03%9,576 00.0% — 不变
QCOM QUALCOMM INC $63.84万0.03%3,455 -127-3.5% -$2.35万 减仓
VEU VANGUARD INTL EQUITY INDEX F $64.37万0.03%7,686 -5-0.1% -$419 减仓
IWM ISHARES TR $64.92万0.03%2,161 -2,016-48.3% -$60.56万 减仓
XLF SELECT SECTOR SPDR TR $65.03万0.03%12,130 -1,130-8.5% -$6.06万 减仓
PEP PEPSICO INC $65.07万0.03%4,806 2415.3% $3.26万 加仓
T AT&T INC $65.11万0.03%31,452 -5,116-14.0% -$10.59万 减仓
LOW LOWES COS INC $65.74万0.03%2,982 -38-1.3% -$8,378 减仓
NDSN NORDSON CORP $66.53万0.03%2,205 -176-7.4% -$5.31万 减仓
IYZ ISHARES TR $66.54万0.03%15,727 9,201141.0% $38.93万 加仓
PSX PHILLIPS 66 $67.01万0.03%3,964 -59-1.5% -$9,974 减仓
GBIL GOLDMAN SACHS ETF TR $67.44万0.03%6,733 -1,036-13.3% -$10.38万 减仓
BAC BANK OF AMER CORP $67.80万0.03%11,899 1,67016.3% $9.52万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $68.61万0.03%11,163 1,74318.5% $10.71万 加仓
VNQ VANGUARD INDEX FDS $68.84万0.03%7,139 -4,208-37.1% -$40.58万 减仓
SNDK SANDISK CORP $70.49万0.03%310 310— $70.49万 新建仓
DFEB FIRST TR EXCHNG TRADED FD VI $71.45万0.04%14,150 00.0% — 不变
RTX RTX CORPORATION $71.56万0.04%3,772 -161-4.1% -$3.05万 减仓
AXP AMERICAN EXPRESS CO $72.14万0.04%2,133 914.5% $3.08万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $72.54万0.04%8,949 3103.6% $2.51万 加仓
IWL ISHARES TR $73.07万0.04%3,951 2617.1% $4.83万 加仓
DSEP FIRST TR EXCHNG TRADED FD VI $73.32万0.04%15,455 00.0% — 不变
DE DEERE & CO $73.46万0.04%1,158 918.5% $5.77万 加仓
MGC VANGUARD WORLD FD $73.70万0.04%2,694 -238-8.1% -$6.51万 减仓
XLU SELECT SECTOR SPDR TR $74.24万0.04%16,375 -9,594-36.9% -$43.50万 减仓
ETN EATON CORP PLC $74.96万0.04%1,759 -34-1.9% -$1.45万 减仓
DUK DUKE ENERGY CORP NEW $75.12万0.04%5,935 -270-4.4% -$3.42万 减仓
TJX TJX COS INC NEW $75.15万0.04%4,960 1032.1% $1.56万 加仓
SPLV INVESCO EXCH TRADED FD TR II $75.72万0.04%10,110 -4,761-32.0% -$35.66万 减仓
IJR ISHARES TR $77.03万0.04%5,194 -6,787-56.6% -$100.66万 减仓
MO ALTRIA GROUP INC $77.53万0.04%10,775 -883-7.6% -$6.35万 减仓
SLV ISHARES SILVER TR $77.77万0.04%14,544 -455-3.0% -$2.43万 减仓
CRWD CROWDSTRIKE HLDGS INC $78.43万0.04%1,028 -15-1.4% -$1.14万 减仓
PFE PFIZER INC $78.47万0.04%32,587 2,5378.4% $6.11万 加仓
VOE VANGUARD INDEX FDS $78.55万0.04%3,975 -159-3.8% -$3.14万 减仓
COWZ PACER FDS TR $78.60万0.04%12,636 -8,490-40.2% -$52.81万 减仓
— BLACKROCK ETF TRUST $79.16万0.04%28,242 28,242— $79.16万 新建仓
ADP AUTOMATIC DATA PROCESSING IN $79.35万0.04%3,543 210.6% $4,703 加仓
VBK VANGUARD INDEX FDS $80.35万0.04%2,197 25513.1% $9.33万 加仓
AFL AFLAC INC $81.16万0.04%6,922 150.2% $1,759 加仓
VEEV VEEVA SYS INC $81.76万0.04%4,607 30.1% $532 加仓
ESGE ISHARES INC $82.37万0.04%15,062 -1-0.0% -$55 减仓
TER TERADYNE INC $83.41万0.04%1,724 -501-22.5% -$24.24万 减仓
IWV ISHARES TR $83.74万0.04%1,964 -379-16.2% -$16.16万 减仓
EMXC ISHARES INC $84.15万0.04%8,226 140.2% $1,432 加仓
AIQ GLOBAL X FDS $85.22万0.04%12,989 1,1739.9% $7.70万 加仓
VOT VANGUARD INDEX FDS $86.88万0.04%2,836 49621.2% $15.19万 加仓
MRK MERCK & CO INC $87.15万0.04%6,782 1452.2% $1.86万 加仓
GE GE AEROSPACE $87.82万0.04%2,350 45023.7% $16.82万 加仓
— DIMENSIONAL ETF TRUST $89.26万0.04%23,012 -4,415-16.1% -$17.13万 减仓
CWB SPDR SERIES TRUST $90.10万0.04%8,356 -6,996-45.6% -$75.43万 减仓
IGM ISHARES TR $91.25万0.05%5,579 841.5% $1.37万 加仓
IXC ISHARES TR $92.35万0.05%18,797 -2,607-12.2% -$12.81万 减仓
IJH ISHARES TR $92.48万0.05%11,993 -13,752-53.4% -$106.04万 减仓
IWD ISHARES TR $92.79万0.05%3,828 1,09840.2% $26.62万 加仓
MPC MARATHON PETE CORP $93.18万0.05%3,644 1383.9% $3.53万 加仓
VGIT VANGUARD SCOTTSDALE FDS $94.04万0.05%15,944 -2,234-12.3% -$13.18万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $95.11万0.05%1,991 1226.5% $5.83万 加仓
DIA STATE STR SPDR DOW JONES IND $95.28万0.05%1,824 -390-17.6% -$20.37万 减仓
IWR ISHARES TR $95.42万0.05%8,649 -338-3.8% -$3.73万 减仓
IDEV ISHARES TR $97.66万0.05%10,972 -5,301-32.6% -$47.18万 减仓
VHT VANGUARD WORLD FD $97.84万0.05%3,272 -694-17.5% -$20.75万 减仓
VGK VANGUARD INTL EQUITY INDEX F $98.93万0.05%11,173 -5,388-32.5% -$47.71万 减仓
BLK BLACKROCK INC $99.73万0.05%1,037 484.9% $4.62万 加仓
AMLP ALPS ETF TR $100.72万0.05%19,425 1810.9% $9,385 加仓
CVX CHEVRON CORPORATION $100.92万0.05%6,088 591.0% $9,780 加仓
BLCR BLACKROCK ETF TRUST $103.50万0.05%20,548 2,18911.9% $11.03万 加仓
— INNOVATOR ETFS TRUST $104.84万0.05%37,971 -6,017-13.7% -$16.61万 减仓
IJK ISHARES TR $105.40万0.05%8,970 2,76344.5% $32.47万 加仓
VCIT VANGUARD SCOTTSDALE FDS $105.77万0.05%12,797 -968-7.0% -$8.00万 减仓
VTIP VANGUARD MALVERN FDS $106.28万0.05%21,160 21,160— $106.28万 新建仓
DAUG FIRST TR EXCHNG TRADED FD VI $110.26万0.05%23,537 00.0% — 不变
— INNOVATOR ETFS TRUST $111.48万0.06%21,169 -11,032-34.3% -$58.09万 减仓
DJUL FIRST TR EXCHNG TRADED FD VI $113.21万0.06%22,576 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $116.70万0.06%7,385 -25,675-77.7% -$405.73万 减仓
EDGF ADVISORS INNER CIRCLE FD II $117.42万0.06%47,646 39,361475.1% $97.01万 加仓
NLR VANECK ETF TRUST $117.71万0.06%10,149 -1,487-12.8% -$17.25万 减仓
SCHF SCHWAB STRATEGIC TR $121.09万0.06%43,717 4,94012.7% $13.68万 加仓
MGV VANGUARD WORLD FD $121.91万0.06%7,458 -4,887-39.6% -$79.88万 减仓
FV FIRST TR EXCHANGE TRADED FD $123.57万0.06%16,284 2291.4% $1.74万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $123.80万0.06%24,439 24,439— $123.80万 新建仓
MCK MCKESSON CORP $127.20万0.06%1,683 00.0% — 不变
VTEB VANGUARD MUN BD FDS $128.12万0.06%25,330 -3,352-11.7% -$16.95万 减仓
VBR VANGUARD INDEX FDS $128.13万0.06%5,273 -2,270-30.1% -$55.16万 减仓
PZA INVESCO EXCH TRADED FD TR II $132.10万0.07%56,166 11,14224.7% $26.21万 加仓
EUHY ISHARES INC $132.44万0.07%24,590 1,9228.5% $10.35万 加仓
IBIT ISHARES BITCOIN TRUST ETF $134.99万0.07%40,550 -4,646-10.3% -$15.47万 减仓
SCHD SCHWAB STRATEGIC TR $135.54万0.07%42,744 11,89738.6% $37.73万 加仓
JPM JPMORGAN CHASE & CO $136.23万0.07%4,162 50113.7% $16.40万 加仓
MIAX MIAMI INTL HLDGS INC $136.49万0.07%36,729 -10,219-21.8% -$37.97万 减仓
EEM ISHARES TR $138.53万0.07%20,250 -18,018-47.1% -$123.26万 减仓
SHW SHERWIN WILLIAMS CO $139.95万0.07%4,064 140.3% $4,821 加仓
GAUG FIRST TR EXCHNG TRADED FD VI $145.67万0.07%35,170 00.0% — 不变