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
GJUL FIRST TR EXCHNG TRADED FD VI $147.87万0.07%34,000 00.0% — 不变
INTC INTEL CORP $152.00万0.08%10,886 9729.8% $13.57万 加仓
PM PHILIP MORRIS INTL INC $152.18万0.08%8,412 941.1% $1.70万 加仓
NFLX NETFLIX INC. $154.10万0.08%21,582 -2,631-10.9% -$18.79万 减仓
— INNOVATOR ETFS TRUST $154.34万0.08%55,133 -11,161-16.8% -$31.24万 减仓
EFG ISHARES TR $154.46万0.08%12,415 900.7% $1.12万 加仓
EMLC VANECK ETF TRUST $156.09万0.08%61,066 4,4657.9% $11.41万 加仓
VTES VANGUARD WELLINGTON FD $156.51万0.08%15,449 9426.5% $9.54万 加仓
JAJL INNOVATOR ETFS TRUST $159.11万0.08%53,197 -4,979-8.6% -$14.89万 减仓
IWY ISHARES TR $159.96万0.08%5,504 -72-1.3% -$2.09万 减仓
MOAT VANECK ETF TRUST $162.24万0.08%15,606 -2,648-14.5% -$27.53万 减仓
MU MICRON TECHNOLOGY INC $163.74万0.08%1,419 777121.0% $89.66万 加仓
LLY ELI LILLY & CO $164.85万0.08%1,374 -113-7.6% -$13.56万 减仓
IEFA ISHARES TR $167.04万0.08%17,296 -5,692-24.8% -$54.97万 减仓
IWF ISHARES TR $167.14万0.08%13,461 7,381121.4% $91.65万 加仓
BUFD FIRST TR EXCHNG TRADED FD VI $168.64万0.08%56,744 9,08119.1% $26.99万 加仓
— INNOVATOR ETFS TRUST $170.56万0.08%64,902 29,54083.5% $77.63万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $171.95万0.08%47,072 -2,771-5.6% -$10.12万 减仓
HDV ISHARES TR $175.80万0.09%64,136 5,6619.7% $15.52万 加仓
VGT VANGUARD WORLD FD $177.36万0.09%14,839 -1,049-6.6% -$12.54万 减仓
ABT ABBOTT LABORATORIES $178.64万0.09%19,687 1140.6% $1.03万 加仓
WMT WALMART INC $181.15万0.09%15,994 -775-4.6% -$8.78万 减仓
MGK VANGUARD WORLD FD $183.61万0.09%20,886 1,5317.9% $13.46万 加仓
JPIE J P MORGAN EXCHANGE TRADED F $187.88万0.09%40,799 29,704267.7% $136.79万 加仓
TSLA TESLA INC $193.54万0.10%4,602 -754-14.1% -$31.71万 减仓
MCD MCDONALDS CORP $194.28万0.10%7,187 650.9% $1.76万 加仓
DFGR DIMENSIONAL ETF TRUST $195.65万0.10%67,535 -6,670-9.0% -$19.32万 减仓
EFV ISHARES TR $196.57万0.10%25,679 -20,711-44.6% -$158.54万 减仓
FTSM FIRST TR EXCHANGE-TRADED FD $198.16万0.10%33,175 -3,027-8.4% -$18.08万 减仓
JNJ JOHNSON & JOHNSON $198.76万0.10%7,826 -3,632-31.7% -$92.24万 减仓
SHYM BLACKROCK ETF TRUST II $198.85万0.10%88,577 18,53226.5% $41.60万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $199.69万0.10%7,343 -6,609-47.4% -$179.73万 减仓
— INNOVATOR ETFS TRUST $202.20万0.10%56,387 21,43661.3% $76.87万 加仓
BND VANGUARD BD INDEX FDS $202.20万0.10%27,545 18,845216.6% $138.34万 加仓
VV VANGUARD INDEX FDS $214.84万0.11%6,247 2664.4% $9.15万 加仓
IXN ISHARES TR $217.21万0.11%15,034 -57-0.4% -$8,235 减仓
PG PROCTER & GAMBLE CO $227.20万0.11%15,494 6,95581.4% $101.99万 加仓
MLN VANECK ETF TRUST $227.43万0.11%127,915 10,1708.6% $18.08万 加仓
META META PLATFORMS INC $230.48万0.11%4,092 -517-11.2% -$29.12万 减仓
CLOA BLACKROCK ETF TRUST II $247.80万0.12%47,737 -13,880-22.5% -$72.05万 减仓
MUB ISHARES TR $248.86万0.12%23,124 -2,044-8.1% -$22.00万 减仓
VLUE ISHARES TR $250.94万0.12%12,559 9137.8% $18.24万 加仓
AMD ADVANCED MICRO DEVICES INC $253.08万0.12%4,357 -1,776-29.0% -$103.16万 减仓
IUSB ISHARES TR $259.78万0.13%56,291 13,17330.6% $60.79万 加仓
— INNOVATOR ETFS TRUST $265.94万0.13%99,827 65,456190.4% $174.37万 加仓
IBM INTERNATIONAL BUSINESS MACHS $266.90万0.13%9,491 -226-2.3% -$6.36万 减仓
VT VANGUARD INTL EQUITY INDEX F $271.35万0.13%17,289 17,289— $271.35万 新建仓
GLD SPDR GOLD TR $275.20万0.14%7,471 -2,696-26.5% -$99.31万 减仓
MLPX GLOBAL X FDS $280.16万0.14%38,034 -1,766-4.4% -$13.01万 减仓
COST COSTCO WHOLESALE CORPORATION $281.45万0.14%3,009 -467-13.4% -$43.68万 减仓
SMH VANECK ETF TRUST $281.66万0.14%4,294 -741-14.7% -$48.61万 减仓
QUAL ISHARES TR $283.80万0.14%12,933 -130,396-91.0% -$2,861.37万 减仓
SECU BLACKROCK ETF TRUST II $289.85万0.14%58,133 58,133— $289.85万 新建仓
VOX VANGUARD WORLD FD $290.77万0.14%15,807 15,807— $290.77万 新建仓
TFLO ISHARES TR $291.42万0.14%57,558 -436,532-88.4% -$2,210.17万 减仓
ESGU ISHARES TR $302.57万0.15%18,487 250.1% $4,092 加仓
FNDF SCHWAB STRATEGIC TR $310.04万0.15%58,763 -1,922-3.2% -$10.14万 减仓
DFNM DIMENSIONAL ETF TRUST $310.91万0.15%64,324 -5,685-8.1% -$27.48万 减仓
ZALT INNOVATOR ETFS TRUST $318.32万0.16%93,983 -48,931-34.2% -$165.73万 减仓
SETM SPROTT FDS TR $321.44万0.16%103,159 66,644182.5% $207.66万 加仓
AVEM AMERICAN CENTY ETF TR $322.76万0.16%33,450 26,074353.5% $251.59万 加仓
SYSB ISHARES TR $322.90万0.16%36,397 2,5067.4% $22.23万 加仓
ICOP ISHARES TR $331.08万0.16%67,251 42,635173.2% $209.89万 加仓
SPAB SPDR SERIES TRUST $331.61万0.16%129,940 -6,169-4.5% -$15.74万 减仓
BIL SPDR SERIES TRUST $333.19万0.16%36,358 -32,347-47.1% -$296.43万 减仓
AVGO BROADCOM INC $340.71万0.17%9,020 99212.4% $37.47万 加仓
XLI SELECT SECTOR SPDR TR $346.73万0.17%18,719 16,660809.1% $308.59万 加仓
IVW ISHARES TR $348.95万0.17%25,373 960.4% $1.32万 加仓
DTCR GLOBAL X FDS $367.92万0.18%121,146 69,713135.5% $211.72万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $371.22万0.18%65,726 39,315148.9% $222.05万 加仓
PAVE GLOBAL X FDS $379.74万0.19%64,450 40,351167.4% $237.75万 加仓
IGEB ISHARES TR $382.46万0.19%84,783 27,19947.2% $122.69万 加仓
XLV SELECT SECTOR SPDR TR $390.82万0.19%24,632 3,22015.0% $51.09万 加仓
AIPO TIDAL TRUST II $391.77万0.19%117,261 67,221134.3% $224.59万 加仓
HD HOME DEPOT INC $405.96万0.20%11,511 -77-0.7% -$2.72万 减仓
MEAR ISHARES U S ETF TR $412.62万0.20%81,901 4,0705.2% $20.50万 加仓
— GLOBAL X FDS $419.50万0.21%152,047 84,758126.0% $233.85万 加仓
GOOGL ALPHABET INC $422.85万0.21%11,832 470.4% $1.68万 加仓
IDEF BLACKROCK ETF TRUST $425.06万0.21%133,752 74,625126.2% $237.16万 加仓
— TORTOISE CAPITAL SERIES TRUS $425.72万0.21%76,131 40,197111.9% $224.78万 加仓
CAT CATERPILLAR INC $428.63万0.21%4,025 -71-1.7% -$7.56万 减仓
IYW ISHARES TR $472.43万0.23%18,730 -1,063-5.4% -$26.81万 减仓
VTI VANGUARD INDEX FDS $477.37万0.24%12,900 -6,369-33.1% -$235.69万 减仓
BALI BLACKROCK ETF TRUST $482.78万0.24%142,708 71,461100.3% $241.75万 加仓
DGRO ISHARES TR $485.86万0.24%64,106 10,30019.1% $78.06万 加仓
GOOG ALPHABET INC $495.12万0.24%14,013 -541-3.7% -$19.12万 减仓
ABBV ABBVIE INC $510.35万0.25%20,281 -2,158-9.6% -$54.30万 减仓
RY ROYAL BK CDA $518.42万0.26%25,048 140.1% $2,898 加仓
FBCG FIDELITY COVINGTON TRUST $537.10万0.27%86,476 -3,972-4.4% -$24.67万 减仓
AVDE AMERICAN CENTY ETF TR $544.82万0.27%61,078 -2,759-4.3% -$24.61万 减仓
SOXX ISHARES TR $563.47万0.28%8,794 -1,550-15.0% -$99.32万 减仓
VTEI VANGUARD MUN BD FDS $565.16万0.28%55,973 3,2356.1% $32.66万 加仓
XLK SELECT SECTOR SPDR TR $589.87万0.29%30,961 -6,507-17.4% -$123.97万 减仓
SPY STATE STR SPDR S&P 500 ETF T $592.12万0.29%7,929 -1,804-18.5% -$134.72万 减仓
UJUN INNOVATOR ETFS TRUST $624.69万0.31%162,090 7,4824.8% $28.84万 加仓
— INNOVATOR ETFS TRUST $625.50万0.31%164,596 7,6994.9% $29.26万 加仓
UFEB INNOVATOR ETFS TRUST $637.70万0.31%164,993 7,0804.5% $27.36万 加仓
— INNOVATOR ETFS TRUST $640.83万0.32%155,052 6,6594.5% $27.52万 加仓
UMAR INNOVATOR ETFS TRUST $641.03万0.32%151,740 6,3114.3% $26.66万 加仓
— INNOVATOR ETFS TRUST $642.44万0.32%159,971 7,0044.6% $28.13万 加仓