C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Westlake OH · SEC CIK 0001965756
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $647.57万 | 0.32% | 153,873 | 6,417 | 4.4% | $27.01万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $648.36万 | 0.32% | 155,556 | 6,457 | 4.3% | $26.91万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $650.20万 | 0.32% | 185,163 | 9,859 | 5.6% | $34.62万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $652.44万 | 0.32% | 158,706 | 8,728 | 5.8% | $35.88万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $679.98万 | 0.34% | 149,999 | 7,809 | 5.5% | $35.40万 | 加仓 |
| AMZN | AMAZON COM INC | $681.08万 | 0.34% | 28,576 | 1,793 | 6.7% | $42.73万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $718.24万 | 0.35% | 87,654 | -4,683 | -5.1% | -$38.37万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $725.96万 | 0.36% | 211,835 | -11,334 | -5.1% | -$38.84万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $731.39万 | 0.36% | 146,866 | 24,009 | 19.5% | $119.57万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $750.00万 | 0.37% | 183,958 | 8,606 | 4.9% | $35.09万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $760.02万 | 0.38% | 57,037 | -4,900 | -7.9% | -$65.29万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $785.99万 | 0.39% | 114,027 | 15,925 | 16.2% | $109.77万 | 加仓 |
| IEF | ISHARES TR | $791.25万 | 0.39% | 83,668 | 63,914 | 323.5% | $604.44万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $810.87万 | 0.40% | 148,321 | 7,300 | 5.2% | $39.91万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $816.81万 | 0.40% | 174,495 | 23,694 | 15.7% | $110.91万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $849.28万 | 0.42% | 39,915 | 36,883 | 1,216.5% | $784.77万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $954.12万 | 0.47% | 19,068 | -368 | -1.9% | -$18.41万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $964.65万 | 0.48% | 237,364 | 13,554 | 6.1% | $55.08万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $985.32万 | 0.49% | 128,464 | 29,884 | 30.3% | $229.21万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $991.18万 | 0.49% | 201,133 | -4,318 | -2.1% | -$21.28万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,010.61万 | 0.50% | 188,565 | 16,387 | 9.5% | $87.83万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,029.50万 | 0.51% | 243,899 | 24,267 | 11.0% | $102.43万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,030.93万 | 0.51% | 196,968 | -45,387 | -18.7% | -$237.56万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,124.43万 | 0.56% | 223,145 | -4,754 | -2.1% | -$23.96万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,137.53万 | 0.56% | 150,646 | 55,939 | 59.1% | $422.40万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,226.17万 | 0.61% | 40,472 | 10,400 | 34.6% | $315.09万 | 加仓 |
| TLH | ISHARES TR | $1,240.85万 | 0.61% | 123,653 | 9,412 | 8.2% | $94.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,267.94万 | 0.63% | 33,991 | -2,046 | -5.7% | -$76.32万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,277.55万 | 0.63% | 63,849 | 4,944 | 8.4% | $98.92万 | 加仓 |
| IVV | ISHARES TR | $1,298.84万 | 0.64% | 17,344 | -1,000 | -5.5% | -$74.89万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $1,496.67万 | 0.74% | 533,574 | 533,574 | — | $1,496.67万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $1,569.34万 | 0.77% | 51,773 | 3,856 | 8.0% | $116.88万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,581.91万 | 0.78% | 23,033 | -7,865 | -25.5% | -$540.17万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,614.56万 | 0.80% | 338,127 | 41,400 | 14.0% | $197.69万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,666.72万 | 0.82% | 213,928 | 28,847 | 15.6% | $224.75万 | 加仓 |
| MBB | ISHARES TR | $1,826.46万 | 0.90% | 193,235 | 18,116 | 10.3% | $171.23万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,835.31万 | 0.91% | 24,923 | -2,049 | -7.6% | -$150.89万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $1,920.05万 | 0.95% | 445,384 | -184,478 | -29.3% | -$795.28万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,928.37万 | 0.95% | 517,545 | 22,821 | 4.6% | $85.03万 | 加仓 |
| GOVT | ISHARES TR | $2,077.89万 | 1.03% | 912,153 | 103,783 | 12.8% | $236.42万 | 加仓 |
| SHLD | GLOBAL X FDS | $2,125.36万 | 1.05% | 355,947 | 87,989 | 32.8% | $525.38万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,361.50万 | 1.17% | 395,627 | 44,083 | 12.5% | $263.13万 | 加仓 |
| IEMG | ISHARES INC | $2,468.22万 | 1.22% | 297,950 | -126,205 | -29.8% | -$1,045.48万 | 减仓 |
| MTUM | ISHARES TR | $2,543.60万 | 1.26% | 74,194 | -29,588 | -28.5% | -$1,014.37万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,882.06万 | 1.42% | 595,099 | 48,950 | 9.0% | $237.06万 | 加仓 |
| AAPL | APPLE INC | $3,077.19万 | 1.52% | 106,345 | 1,585 | 1.5% | $45.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,784.93万 | 1.87% | 461,690 | -16,458 | -3.4% | -$134.92万 | 减仓 |
| IVE | ISHARES TR | $3,959.08万 | 1.95% | 174,363 | 18,043 | 11.5% | $409.68万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $4,951.26万 | 2.44% | 939,162 | -6,762 | -0.7% | -$35.65万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $4,997.31万 | 2.47% | 419,977 | 105,840 | 33.7% | $1,259.39万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,019.04万 | 2.48% | 1,362,389 | -54,436 | -3.8% | -$200.54万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $5,960.49万 | 2.94% | 273,505 | 32,714 | 13.6% | $712.94万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $7,099.34万 | 3.51% | 1,043,867 | 34,078 | 3.4% | $231.76万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,204.67万 | 3.56% | 1,011,182 | 94,168 | 10.3% | $670.95万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $7,501.07万 | 3.70% | 870,799 | 122,449 | 16.4% | $1,054.78万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $8,793.17万 | 4.34% | 2,402,506 | 145,615 | 6.5% | $532.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.22亿 | 6.00% | 2,739,886 | -118,853 | -4.2% | -$527.23万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2.51亿 | 12.37% | 2,850,502 | 506,945 | 21.6% | $4,455.03万 | 加仓 |