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
SPMD SPDR SERIES TRUST $00.00%0 -76,488-100.0% -$452.96万 清仓
SPSM SPDR SERIES TRUST $00.00%0 -93,343-100.0% -$451.04万 清仓
— EXXON MOBIL CORP $00.00%0 -26,576-100.0% -$450.89万 清仓
QLTA ISHARES TR $00.00%0 -54,076-100.0% -$257.35万 清仓
XLC SELECT SECTOR SPDR TR $00.00%0 -14,430-100.0% -$159.97万 清仓
IYR ISHARES TR $00.00%0 -16,171-100.0% -$152.91万 清仓
IWX ISHARES TR $00.00%0 -10,197-100.0% -$94.50万 清仓
— ISHARES TR $00.00%0 -29,348-100.0% -$86.57万 清仓
VCSH VANGUARD SCOTTSDALE FDS $00.00%0 -10,677-100.0% -$84.64万 清仓
VOYA VOYA FINANCIAL INC $00.00%0 -12,238-100.0% -$83.61万 清仓
PWB INVESCO EXCHANGE TRADED FD T $00.00%0 -4,743-100.0% -$59.73万 清仓
NVS NOVARTIS AG $00.00%0 -3,325-100.0% -$50.80万 清仓
PCY INVESCO EXCH TRADED FD TR II $00.00%0 -23,079-100.0% -$48.24万 清仓
IGRO ISHARES TR $00.00%0 -5,359-100.0% -$44.90万 清仓
IAGG ISHARES TR $00.00%0 -8,809-100.0% -$44.08万 清仓
ING ING GROEP N.V. $00.00%0 -13,866-100.0% -$36.12万 清仓
GLDM WORLD GOLD TR $00.00%0 -3,855-100.0% -$35.73万 清仓
IGF ISHARES TR $00.00%0 -5,251-100.0% -$35.18万 清仓
RSPG INVESCO EXCHANGE TRADED FD T $00.00%0 -3,195-100.0% -$34.98万 清仓
XOP SPDR SERIES TRUST $00.00%0 -1,850-100.0% -$33.64万 清仓
VIS VANGUARD WORLD FD $00.00%0 -1,057-100.0% -$33.01万 清仓
AEP AMERICAN ELEC PWR CO INC $00.00%0 -2,513-100.0% -$32.94万 清仓
PSCT INVESCO EXCH TRADED FD TR II $00.00%0 -4,911-100.0% -$29.50万 清仓
QYLD GLOBAL X FDS $00.00%0 -15,489-100.0% -$26.56万 清仓
VSS VANGUARD INTL EQUITY INDEX F $00.00%0 -1,821-100.0% -$26.55万 清仓
CIEN CIENA CORP $00.00%0 -671-100.0% -$26.05万 清仓
FNY FIRST TR EXCHANGE-TRADED ALP $00.00%0 -2,756-100.0% -$24.94万 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -4,106-100.0% -$24.90万 清仓
IXUS ISHARES TR $00.00%0 -2,765-100.0% -$23.95万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -8,143-100.0% -$23.38万 清仓
PFF ISHARES TR $00.00%0 -7,553-100.0% -$22.90万 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 -758-100.0% -$22.18万 清仓
IBKR INTERACTIVE BROKERS GROUP IN $00.00%0 -3,281-100.0% -$22.01万 清仓
SHEL SHELL PLC $00.00%0 -2,274-100.0% -$21.15万 清仓
— ARCHER AVIATION INC $1,2000.00%10,000 00.0% — 不变
— ZEVIA PBC $1.97万0.00%12,116 -1,000-7.6% -$1,630 减仓
— MAGNACHIP SEMICONDUCTOR CORP $5.43万0.00%11,475 11,475— $5.43万 新建仓
SNAP SNAP INC $6.09万0.00%13,710 13,710— $6.09万 新建仓
BBAI BIGBEAR AI HLDGS INC $6.75万0.00%18,381 -10,626-36.6% -$3.90万 重新持有
PML PIMCO MUN INCOME FD II $9.15万0.00%12,025 1881.6% $1,431 加仓
— ISHARES ETHEREUM TR $15.75万0.01%13,243 -2,743-17.2% -$3.26万 减仓
PDBC INVESCO ACTVELY MNGD ETC FD $16.16万0.01%10,176 -16,257-61.5% -$25.82万 减仓
VG VENTURE GLOBAL INC $17.77万0.01%15,969 2,87021.9% $3.19万 加仓
— PROSHARES TR $20.08万0.01%4,280 4,280— $20.08万 新建仓
DTE DTE ENERGY CO $20.27万0.01%1,330 1,330— $20.27万 新建仓
JPIB J P MORGAN EXCHANGE TRADED F $20.30万0.01%4,199 00.0% — 不变
WFC WELLS FARGO & CO $20.35万0.01%2,463 411.7% $3,388 重新持有
BSX BOSTON SCIENTIFIC CORP $20.37万0.01%4,772 461.0% $1,963 加仓
BNY BANK OF NY MELLON CORP $20.48万0.01%1,416 -511-26.5% -$7.39万 减仓
SCHW SCHWAB CHARLES CORP $20.82万0.01%2,256 462.1% $4,245 加仓
PREF PRINCIPAL EXCHANGE TRADED FD $21.10万0.01%11,071 -119-1.1% -$2,268 减仓
FDT FIRST TR EXCH TRD ALPHDX FD $21.21万0.01%2,241 2,241— $21.21万 新建仓
C CITIGROUP INC $21.25万0.01%1,518 1,518— $21.25万 新建仓
FTA FIRST TR EXCHANGE-TRADED ALP $21.36万0.01%2,207 2,207— $21.36万 新建仓
PAAS PAN AMERN SILVER CORP $21.40万0.01%4,779 130.3% $582 加仓
POCT INNOVATOR ETFS TRUST $21.53万0.01%4,639 4,639— $21.53万 新建仓
FBTC FIDELITY WISE ORIGIN BITCOIN $21.55万0.01%4,222 -3-0.1% -$153 减仓
XYLD GLOBAL X FDS $21.62万0.01%5,301 -1,119-17.4% -$4.56万 减仓
FNDX SCHWAB STRATEGIC TR $21.80万0.01%7,009 7,009— $21.80万 新建仓
PEG PUBLIC SVC ENTERPRISE GROUP $21.85万0.01%2,692 2188.8% $1.77万 加仓
— BELPOINTE PREP LLC $22.05万0.01%4,869 00.0% — 不变
PECO PHILLIPS EDISON & CO INC $22.59万0.01%5,428 00.0% — 不变
MAGS LISTED FDS TR $22.63万0.01%3,520 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $22.69万0.01%4,709 -1,155-19.7% -$5.57万 减仓
ACWI ISHARES TR $22.76万0.01%1,450 -325-18.3% -$5.10万 减仓
ASML ASML HLDG NV $22.79万0.01%115 115— $22.79万 新建仓
AFLG FIRST TR EXCHNG TRADED FD VI $22.83万0.01%5,258 5,258— $22.83万 新建仓
ITOT ISHARES TR $22.99万0.01%1,399 -4,237-75.2% -$69.62万 减仓
BHVN BIOHAVEN LTD $23.06万0.01%15,500 00.0% — 不变
DVY ISHARES TR $23.12万0.01%1,479 1,479— $23.12万 新建仓
LRCX LAM RESEARCH CORP $23.13万0.01%534 534— $23.13万 新建仓
PAPR INNOVATOR ETFS TRUST $23.24万0.01%5,506 5,506— $23.24万 新建仓
BEAM BEAM THERAPEUTICS INC $23.46万0.01%6,835 6,835— $23.46万 新建仓
RYLD GLOBAL X FDS $23.49万0.01%14,688 -1,218-7.7% -$1.95万 减仓
GS GOLDMAN SACHS GROUP INC $23.54万0.01%233 233— $23.54万 新建仓
IMCG ISHARES TR $23.71万0.01%2,412 2,412— $23.71万 新建仓
AVLV AMERICAN CENTY ETF TR $23.76万0.01%2,605 00.0% — 不变
GD GENERAL DYNAMICS CORP $24.07万0.01%680 589.3% $2.05万 加仓
CGBL CAPITAL GROUP CORE BALANCED $24.17万0.01%6,368 6,368— $24.17万 新建仓
BX BLACKSTONE INC $24.34万0.01%2,069 1226.3% $1.44万 加仓
XTL SPDR SERIES TRUST $24.66万0.01%1,084 -387-26.3% -$8.80万 减仓
OEF ISHARES TR $24.82万0.01%678 -61-8.3% -$2.23万 减仓
XLY SELECT SECTOR SPDR TR $25.31万0.01%2,158 -14,785-87.3% -$173.37万 减仓
TXN TEXAS INSTRS INC $25.31万0.01%849 849— $25.31万 新建仓
EVLN MORGAN STANLEY ETF TRUST $25.44万0.01%5,244 -107-2.0% -$5,190 减仓
FTGS FIRST TR EXCHANGE-TRADED FD $25.49万0.01%6,888 941.4% $3,478 加仓
NZF NUVEEN MUN CR INCOME FD $25.51万0.01%20,116 1,2236.5% $1.55万 加仓
— ISHARES TR $25.65万0.01%9,496 9,496— $25.65万 新建仓
— ISHARES TR $25.68万0.01%9,428 9,428— $25.68万 新建仓
— ISHARES TR $25.79万0.01%9,361 9,361— $25.79万 新建仓
U UNITY SOFTWARE INC $26.05万0.01%9,113 9,113— $26.05万 新建仓
EDGU ADVISORS INNER CIRCLE FD II $26.26万0.01%8,206 8,206— $26.26万 新建仓
PPG PPG INDS INC $26.26万0.01%2,165 170.8% $2,062 加仓
SO SOUTHERN CO $26.55万0.01%2,774 1686.4% $1.61万 加仓
BA BOEING CO $26.58万0.01%1,228 453.8% $9,741 加仓
AXON AXON ENTERPRISE INC $26.74万0.01%477 -80-14.4% -$4.48万 减仓
DEM WISDOMTREE TR $26.84万0.01%4,990 -90-1.8% -$4,841 减仓
NSC NORFOLK SOUTHN CORP $27.01万0.01%859 -188-18.0% -$5.91万 减仓
AHR AMERICAN HEALTHCARE REIT INC $27.02万0.01%5,181 00.0% — 不变
GILD GILEAD SCIENCES INC $27.11万0.01%2,146 -7-0.3% -$884 减仓