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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $1,451.22万 | 0.83% | 185,081 | 23,773 | 14.7% | $186.40万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,556.75万 | 0.89% | 26,972 | -1,672 | -5.8% | -$96.50万 | 减仓 |
| MBB | ISHARES TR | $1,662.75万 | 0.95% | 175,119 | 26,915 | 18.2% | $255.56万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,757.76万 | 1.00% | 494,724 | -76,201 | -13.3% | -$270.74万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,846.33万 | 1.05% | 30,898 | 304 | 1.0% | $18.17万 | 加仓 |
| GOVT | ISHARES TR | $1,851.98万 | 1.05% | 808,370 | 808,370 | — | $1,851.98万 | 新建仓 |
| SHLD | GLOBAL X FDS | $1,898.22万 | 1.08% | 267,958 | 101,865 | 61.3% | $721.61万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,900.09万 | 1.08% | 351,544 | 29,334 | 9.1% | $158.55万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $2,281.36万 | 1.30% | 629,862 | 61,807 | 10.9% | $223.86万 | 加仓 |
| MTUM | ISHARES TR | $2,490.67万 | 1.42% | 103,782 | 6,094 | 6.2% | $146.25万 | 加仓 |
| TFLO | ISHARES TR | $2,501.58万 | 1.42% | 494,090 | 81,394 | 19.7% | $412.10万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,624.25万 | 1.49% | 546,149 | 87,236 | 19.0% | $419.17万 | 加仓 |
| AAPL | APPLE INC | $2,658.72万 | 1.51% | 104,760 | -4,708 | -4.3% | -$119.48万 | 减仓 |
| QUAL | ISHARES TR | $2,749.20万 | 1.57% | 143,329 | 9,666 | 7.2% | $185.40万 | 加仓 |
| IEMG | ISHARES INC | $2,958.48万 | 1.68% | 424,155 | -350,509 | -45.2% | -$2,444.80万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $3,075.71万 | 1.75% | 314,137 | 17,794 | 6.0% | $174.22万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $3,116.82万 | 1.77% | 945,924 | 281,299 | 42.3% | $926.88万 | 加仓 |
| IVE | ISHARES TR | $3,300.69万 | 1.88% | 156,320 | -67,627 | -30.2% | -$1,427.94万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,446.49万 | 1.96% | 478,148 | 15,271 | 3.3% | $110.07万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,724.33万 | 2.69% | 240,791 | 18,605 | 8.4% | $365.03万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4,812.96万 | 2.74% | 1,416,825 | -119,916 | -7.8% | -$407.35万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $5,447.87万 | 3.10% | 124,725 | 12,589 | 11.2% | $549.88万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $5,874.95万 | 3.34% | 1,009,789 | 37,283 | 3.8% | $216.91万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,876.22万 | 3.35% | 917,014 | 49,182 | 5.7% | $315.16万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $7,256.58万 | 4.13% | 2,256,891 | 2,256,891 | — | $7,256.58万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $1.11亿 | 6.32% | 2,858,739 | 32,330 | 1.1% | $125.63万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1.79亿 | 10.21% | 2,343,557 | 599,319 | 34.4% | $4,587.19万 | 加仓 |