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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $178.75万 | 0.10% | 5,981 | -6 | -0.1% | -$1,793 | 减仓 |
| MGV | VANGUARD WORLD FD | $178.94万 | 0.10% | 12,345 | 5,412 | 78.1% | $78.45万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $180.72万 | 0.10% | 66,294 | 54,490 | 461.6% | $148.54万 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $182.72万 | 0.10% | 46,948 | 46,948 | — | $182.72万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $184.65万 | 0.11% | 16,943 | 14,125 | 501.2% | $153.94万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $187.34万 | 0.11% | 12,807 | -1,741 | -12.0% | -$25.47万 | 减仓 |
| IEF | ISHARES TR | $188.53万 | 0.11% | 19,754 | 2,493 | 14.4% | $23.79万 | 加仓 |
| SMH | VANECK ETF TRUST | $193.04万 | 0.11% | 5,035 | -1,408 | -21.9% | -$53.98万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $193.46万 | 0.11% | 59,127 | 59,127 | — | $193.46万 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $197.24万 | 0.11% | 74,205 | 8,856 | 13.6% | $23.54万 | 加仓 |
| TSLA | TESLA INC | $199.12万 | 0.11% | 5,356 | -590 | -9.9% | -$21.93万 | 减仓 |
| IUSB | ISHARES TR | $199.16万 | 0.11% | 43,118 | 2,175 | 5.3% | $10.05万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $200.95万 | 0.11% | 19,573 | -230 | -1.2% | -$2.36万 | 减仓 |
| MLN | VANECK ETF TRUST | $205.35万 | 0.12% | 117,745 | 117,745 | — | $205.35万 | 新建仓 |
| IEFA | ISHARES TR | $208.11万 | 0.12% | 22,988 | -7,141 | -23.7% | -$64.65万 | 减仓 |
| WMT | WALMART INC | $208.40万 | 0.12% | 16,769 | -2,842 | -14.5% | -$35.32万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $216.41万 | 0.12% | 36,202 | 2,034 | 6.0% | $12.16万 | 加仓 |
| EEM | ISHARES TR | $217.32万 | 0.12% | 38,268 | -82,227 | -68.2% | -$466.97万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $219.51万 | 0.12% | 71,247 | 8,311 | 13.2% | $25.61万 | 加仓 |
| MCD | MCDONALDS CORP | $221.35万 | 0.13% | 7,122 | -233 | -3.2% | -$7.24万 | 减仓 |
| NFLX | NETFLIX INC. | $232.81万 | 0.13% | 24,213 | 634 | 2.7% | $6.10万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $235.52万 | 0.13% | 9,717 | -423 | -4.2% | -$10.25万 | 减仓 |
| AVGO | BROADCOM INC | $248.46万 | 0.14% | 8,028 | -2,283 | -22.1% | -$70.66万 | 减仓 |
| QLTA | ISHARES TR | $257.35万 | 0.15% | 54,076 | -8,320 | -13.3% | -$39.59万 | 减仓 |
| IGEB | ISHARES TR | $259.47万 | 0.15% | 57,584 | 8,113 | 16.4% | $36.56万 | 加仓 |
| ESGU | ISHARES TR | $261.09万 | 0.15% | 18,462 | -1,267 | -6.4% | -$17.92万 | 减仓 |
| META | META PLATFORMS INC | $263.67万 | 0.15% | 4,609 | -737 | -13.8% | -$42.16万 | 减仓 |
| MUB | ISHARES TR | $267.16万 | 0.15% | 25,168 | 8,861 | 54.3% | $94.06万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $280.08万 | 0.16% | 11,458 | -434 | -3.6% | -$10.61万 | 减仓 |
| IVW | ISHARES TR | $285.90万 | 0.16% | 25,277 | -4,709 | -15.7% | -$53.26万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $289.21万 | 0.16% | 47,210 | 31,085 | 192.8% | $190.43万 | 加仓 |
| CAT | CATERPILLAR INC | $290.16万 | 0.17% | 4,096 | -144 | -3.4% | -$10.20万 | 减仓 |
| MLPX | GLOBAL X FDS | $294.28万 | 0.17% | 39,800 | 32,374 | 436.0% | $239.37万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $296.93万 | 0.17% | 60,685 | 13,640 | 29.0% | $66.74万 | 加仓 |
| SYSB | ISHARES TR | $301.63万 | 0.17% | 33,891 | 4,856 | 16.7% | $43.22万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $313.93万 | 0.18% | 21,412 | 8,575 | 66.8% | $125.72万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $319.39万 | 0.18% | 61,617 | 14,926 | 32.0% | $77.37万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $335.55万 | 0.19% | 70,009 | 11,578 | 19.8% | $55.49万 | 加仓 |
| GOOGL | ALPHABET INC | $338.89万 | 0.19% | 11,785 | -1,287 | -9.8% | -$37.01万 | 减仓 |
| SOXX | ISHARES TR | $339.98万 | 0.19% | 10,344 | -11,959 | -53.6% | -$393.06万 | 减仓 |
| EFV | ISHARES TR | $344.91万 | 0.20% | 46,390 | -9,658 | -17.2% | -$71.81万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $346.34万 | 0.20% | 3,476 | 907 | 35.3% | $90.37万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $348.71万 | 0.20% | 136,109 | -60,038 | -30.6% | -$153.82万 | 减仓 |
| IYW | ISHARES TR | $359.09万 | 0.20% | 19,793 | -12,123 | -38.0% | -$219.94万 | 减仓 |
| USFR | WISDOMTREE TR | $377.59万 | 0.21% | 75,007 | 52,950 | 240.1% | $266.55万 | 加仓 |
| DGRO | ISHARES TR | $377.61万 | 0.21% | 53,806 | 1,722 | 3.3% | $12.08万 | 加仓 |
| HD | HOME DEPOT INC | $381.11万 | 0.22% | 11,588 | -177 | -1.5% | -$5.82万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $391.80万 | 0.22% | 77,831 | 11,620 | 17.5% | $58.50万 | 加仓 |
| RY | ROYAL BK CDA | $405.00万 | 0.23% | 25,034 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $417.48万 | 0.24% | 14,554 | 4,152 | 39.9% | $119.10万 | 加仓 |
| GLD | SPDR GOLD TR | $437.46万 | 0.25% | 10,167 | -3,449 | -25.3% | -$148.40万 | 减仓 |
| — | EXXON MOBIL CORP | $450.89万 | 0.26% | 26,576 | 3,364 | 14.5% | $57.07万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $451.04万 | 0.26% | 93,343 | 93,343 | — | $451.04万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $452.96万 | 0.26% | 76,488 | 76,488 | — | $452.96万 | 新建仓 |
| FBCG | FIDELITY COVINGTON TRUST | $453.32万 | 0.26% | 90,448 | -131 | -0.1% | -$6,566 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $463.90万 | 0.26% | 142,914 | -61,986 | -30.3% | -$201.21万 | 减仓 |
| ABBV | ABBVIE INC | $488.03万 | 0.28% | 22,439 | 2,117 | 10.4% | $46.04万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $489.63万 | 0.28% | 33,060 | -11,353 | -25.6% | -$168.14万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $497.95万 | 0.28% | 37,468 | 6,941 | 22.7% | $92.25万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $527.06万 | 0.30% | 52,738 | 15,497 | 41.6% | $154.88万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $541.59万 | 0.31% | 63,837 | 1,017 | 1.6% | $8.63万 | 加仓 |
| AMZN | AMAZON COM INC | $557.80万 | 0.32% | 26,783 | -529 | -1.9% | -$11.02万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $570.10万 | 0.32% | 152,967 | 8,937 | 6.2% | $33.31万 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $573.22万 | 0.33% | 157,913 | 6,432 | 4.2% | $23.35万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $573.52万 | 0.33% | 149,978 | 9,931 | 7.1% | $37.98万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $573.82万 | 0.33% | 148,393 | 8,426 | 6.0% | $32.58万 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $575.75万 | 0.33% | 154,608 | 8,898 | 6.1% | $33.14万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $577.65万 | 0.33% | 156,897 | 9,227 | 6.2% | $33.97万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $577.93万 | 0.33% | 145,429 | 8,023 | 5.8% | $31.88万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $579.10万 | 0.33% | 149,099 | 7,637 | 5.4% | $29.66万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $580.15万 | 0.33% | 147,456 | 8,373 | 6.0% | $32.94万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $584.99万 | 0.33% | 175,304 | 11,667 | 7.1% | $38.93万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $589.47万 | 0.34% | 122,857 | 25,978 | 26.8% | $124.64万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $604.45万 | 0.34% | 142,190 | 7,637 | 5.7% | $32.46万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $618.18万 | 0.35% | 19,269 | 328 | 1.7% | $10.52万 | 加仓 |
| BIL | SPDR SERIES TRUST | $629.61万 | 0.36% | 68,705 | 369 | 0.5% | $3.38万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $632.96万 | 0.36% | 9,733 | -685 | -6.6% | -$44.55万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $654.76万 | 0.37% | 92,337 | -2,761 | -2.9% | -$19.58万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $671.55万 | 0.38% | 175,352 | 10,115 | 6.1% | $38.74万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $674.75万 | 0.38% | 98,102 | 13,983 | 16.6% | $96.18万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $686.13万 | 0.39% | 61,937 | -3,088 | -4.7% | -$34.21万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $708.01万 | 0.40% | 150,801 | 16,918 | 12.6% | $79.43万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $714.56万 | 0.41% | 30,072 | -36,586 | -54.9% | -$869.35万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $746.83万 | 0.43% | 223,169 | 65,543 | 41.6% | $219.34万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $760.84万 | 0.43% | 98,580 | 19,513 | 24.7% | $150.60万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $763.42万 | 0.43% | 141,021 | 12,160 | 9.4% | $65.83万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $773.26万 | 0.44% | 223,810 | -23,678 | -9.6% | -$81.81万 | 减仓 |
| IAU | ISHARES GOLD TR | $834.94万 | 0.48% | 94,707 | -93,936 | -49.8% | -$828.14万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $873.99万 | 0.50% | 205,451 | 1,080 | 0.5% | $4.59万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $903.08万 | 0.51% | 172,178 | 14,917 | 9.5% | $78.24万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $927.28万 | 0.53% | 219,632 | 16,663 | 8.2% | $70.35万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $931.35万 | 0.53% | 19,436 | -838 | -4.1% | -$40.16万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,027.29万 | 0.58% | 58,905 | 1,403 | 2.4% | $24.47万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,040.36万 | 0.59% | 227,899 | -139,539 | -38.0% | -$636.99万 | 减仓 |
| TLH | ISHARES TR | $1,150.63万 | 0.66% | 114,241 | 11,275 | 11.0% | $113.56万 | 加仓 |
| IVV | ISHARES TR | $1,198.27万 | 0.68% | 18,344 | 4,212 | 29.8% | $275.14万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,255.03万 | 0.71% | 47,917 | 2,725 | 6.0% | $71.37万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,258.55万 | 0.72% | 242,355 | -43,156 | -15.1% | -$224.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,333.98万 | 0.76% | 36,037 | 1,064 | 3.0% | $39.39万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,420.73万 | 0.81% | 296,727 | 12,841 | 4.5% | $61.48万 | 加仓 |