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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $263.67万 | 0.15% | 4,609 | -737 | -13.8% | -$42.16万 | 减仓 |
| ESGU | ISHARES TR | $261.09万 | 0.15% | 18,462 | -1,267 | -6.4% | -$17.92万 | 减仓 |
| IGEB | ISHARES TR | $259.47万 | 0.15% | 57,584 | 8,113 | 16.4% | $36.56万 | 加仓 |
| QLTA | ISHARES TR | $257.35万 | 0.15% | 54,076 | -8,320 | -13.3% | -$39.59万 | 减仓 |
| AVGO | BROADCOM INC | $248.46万 | 0.14% | 8,028 | -2,283 | -22.1% | -$70.66万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $235.52万 | 0.13% | 9,717 | -423 | -4.2% | -$10.25万 | 减仓 |
| NFLX | NETFLIX INC. | $232.81万 | 0.13% | 24,213 | 634 | 2.7% | $6.10万 | 加仓 |
| MCD | MCDONALDS CORP | $221.35万 | 0.13% | 7,122 | -233 | -3.2% | -$7.24万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $219.51万 | 0.12% | 71,247 | 8,311 | 13.2% | $25.61万 | 加仓 |
| EEM | ISHARES TR | $217.32万 | 0.12% | 38,268 | -82,227 | -68.2% | -$466.97万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $216.41万 | 0.12% | 36,202 | 2,034 | 6.0% | $12.16万 | 加仓 |
| WMT | WALMART INC | $208.40万 | 0.12% | 16,769 | -2,842 | -14.5% | -$35.32万 | 减仓 |
| IEFA | ISHARES TR | $208.11万 | 0.12% | 22,988 | -7,141 | -23.7% | -$64.65万 | 减仓 |
| MLN | VANECK ETF TRUST | $205.35万 | 0.12% | 117,745 | 117,745 | — | $205.35万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $200.95万 | 0.11% | 19,573 | -230 | -1.2% | -$2.36万 | 减仓 |
| IUSB | ISHARES TR | $199.16万 | 0.11% | 43,118 | 2,175 | 5.3% | $10.05万 | 加仓 |
| TSLA | TESLA INC | $199.12万 | 0.11% | 5,356 | -590 | -9.9% | -$21.93万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $197.24万 | 0.11% | 74,205 | 8,856 | 13.6% | $23.54万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $193.46万 | 0.11% | 59,127 | 59,127 | — | $193.46万 | 新建仓 |
| SMH | VANECK ETF TRUST | $193.04万 | 0.11% | 5,035 | -1,408 | -21.9% | -$53.98万 | 减仓 |
| IEF | ISHARES TR | $188.53万 | 0.11% | 19,754 | 2,493 | 14.4% | $23.79万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $187.34万 | 0.11% | 12,807 | -1,741 | -12.0% | -$25.47万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $184.65万 | 0.11% | 16,943 | 14,125 | 501.2% | $153.94万 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $182.72万 | 0.10% | 46,948 | 46,948 | — | $182.72万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $180.72万 | 0.10% | 66,294 | 54,490 | 461.6% | $148.54万 | 加仓 |
| MGV | VANGUARD WORLD FD | $178.94万 | 0.10% | 12,345 | 5,412 | 78.1% | $78.45万 | 加仓 |
| VV | VANGUARD INDEX FDS | $178.75万 | 0.10% | 5,981 | -6 | -0.1% | -$1,793 | 减仓 |
| MOAT | VANECK ETF TRUST | $176.51万 | 0.10% | 18,254 | -553 | -2.9% | -$5.35万 | 减仓 |
| IJH | ISHARES TR | $173.85万 | 0.10% | 25,745 | 3,493 | 15.7% | $23.59万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $173.64万 | 0.10% | 45,196 | -7,730 | -14.6% | -$29.70万 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $169.12万 | 0.10% | 58,176 | 35,565 | 157.3% | $103.39万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $168.32万 | 0.10% | 49,843 | 2,312 | 4.9% | $7.81万 | 加仓 |
| VLUE | ISHARES TR | $165.59万 | 0.09% | 11,646 | 11,646 | — | $165.59万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $163.87万 | 0.09% | 7,543 | 1,409 | 23.0% | $30.61万 | 加仓 |
| — | GLOBAL X FDS | $160.32万 | 0.09% | 67,289 | 67,289 | — | $160.32万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $159.97万 | 0.09% | 14,430 | 14,430 | — | $159.97万 | 新建仓 |
| HDV | ISHARES TR | $158.72万 | 0.09% | 11,695 | 11,695 | — | $158.72万 | 新建仓 |
| NLR | VANECK ETF TRUST | $154.97万 | 0.09% | 11,636 | -1,137 | -8.9% | -$15.14万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $154.24万 | 0.09% | 70,045 | 22,813 | 48.3% | $50.23万 | 加仓 |
| IYR | ISHARES TR | $152.91万 | 0.09% | 16,171 | 16,171 | — | $152.91万 | 新建仓 |
| IXN | ISHARES TR | $150.86万 | 0.09% | 15,091 | -1,607 | -9.6% | -$16.06万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $149.70万 | 0.09% | 26,411 | 11,339 | 75.2% | $64.27万 | 加仓 |
| IJR | ISHARES TR | $148.93万 | 0.08% | 11,981 | 7,185 | 149.8% | $89.32万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $146.72万 | 0.08% | 14,507 | 542 | 3.9% | $5.48万 | 加仓 |
| MCK | MCKESSON CORP | $145.63万 | 0.08% | 1,683 | -57 | -3.3% | -$4.93万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $143.10万 | 0.08% | 28,682 | -13,785 | -32.5% | -$68.77万 | 减仓 |
| MGK | VANGUARD WORLD FD | $142.24万 | 0.08% | 3,871 | 1,072 | 38.3% | $39.39万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $142.18万 | 0.08% | 32,201 | -13,979 | -30.3% | -$61.72万 | 减仓 |
| EMLC | VANECK ETF TRUST | $142.12万 | 0.08% | 56,601 | 6,208 | 12.3% | $15.59万 | 加仓 |
| CWB | SPDR SERIES TRUST | $140.50万 | 0.08% | 15,352 | -404 | -2.6% | -$3.70万 | 减仓 |
| IWY | ISHARES TR | $138.75万 | 0.08% | 5,576 | -3,850 | -40.8% | -$95.80万 | 减仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $138.64万 | 0.08% | 34,000 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $138.57万 | 0.08% | 1,986 | -646 | -24.5% | -$45.07万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $137.54万 | 0.08% | 8,318 | -235 | -2.7% | -$3.89万 | 减仓 |
| EFG | ISHARES TR | $137.26万 | 0.08% | 12,325 | 9,116 | 284.1% | $101.52万 | 加仓 |
| LLY | ELI LILLY & CO | $136.76万 | 0.08% | 1,487 | -3,039 | -67.1% | -$279.51万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $136.52万 | 0.08% | 16,561 | 4,331 | 35.4% | $35.70万 | 加仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $136.13万 | 0.08% | 35,170 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $135.99万 | 0.08% | 16,273 | -6,856 | -29.6% | -$57.30万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $133.46万 | 0.08% | 47,663 | 4,632 | 10.8% | $12.97万 | 加仓 |
| COWZ | PACER FDS TR | $132.16万 | 0.08% | 21,126 | 4,728 | 28.8% | $29.58万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $130.97万 | 0.07% | 13,952 | 672 | 5.1% | $6.31万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $129.84万 | 0.07% | 4,050 | -13 | -0.3% | -$4,168 | 减仓 |
| AIPO | TIDAL TRUST II | $124.90万 | 0.07% | 50,040 | 50,040 | — | $124.90万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $124.76万 | 0.07% | 6,133 | -848 | -12.1% | -$17.25万 | 减仓 |
| CVX | CHEVRON CORPORATION | $124.73万 | 0.07% | 6,029 | -1,069 | -15.1% | -$22.12万 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $124.48万 | 0.07% | 35,934 | 35,934 | — | $124.48万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $123.34万 | 0.07% | 8,539 | -1,474 | -14.7% | -$21.29万 | 减仓 |
| IXC | ISHARES TR | $123.31万 | 0.07% | 21,404 | -2,042 | -8.7% | -$11.76万 | 减仓 |
| DTCR | GLOBAL X FDS | $123.23万 | 0.07% | 51,433 | 51,433 | — | $123.23万 | 新建仓 |
| PAVE | GLOBAL X FDS | $122.45万 | 0.07% | 24,099 | 13,370 | 124.6% | $67.93万 | 加仓 |
| SETM | SPROTT FDS TR | $120.79万 | 0.07% | 36,515 | 36,515 | — | $120.79万 | 新建仓 |
| ICVT | ISHARES TR | $119.70万 | 0.07% | 11,759 | -4,394 | -27.2% | -$44.73万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $119.17万 | 0.07% | 25,969 | -3,610 | -12.2% | -$16.57万 | 减仓 |
| EUHY | ISHARES INC | $118.93万 | 0.07% | 22,668 | 22,668 | — | $118.93万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $117.66万 | 0.07% | 43,988 | -783 | -1.7% | -$2.09万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $117.40万 | 0.07% | 34,951 | 12,438 | 55.2% | $41.78万 | 加仓 |
| ICOP | ISHARES TR | $117.12万 | 0.07% | 24,616 | 24,616 | — | $117.12万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $113.90万 | 0.06% | 13,765 | -3,834 | -21.8% | -$31.73万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $108.77万 | 0.06% | 14,871 | -929 | -5.9% | -$6.79万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $108.25万 | 0.06% | 18,178 | -9,955 | -35.4% | -$59.28万 | 减仓 |
| VHT | VANGUARD WORLD FD | $108.00万 | 0.06% | 3,966 | -458 | -10.4% | -$12.47万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $107.71万 | 0.06% | 3,661 | -512 | -12.3% | -$15.06万 | 减仓 |
| T | AT&T INC | $106.01万 | 0.06% | 36,568 | -2,008 | -5.2% | -$5.82万 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $105.52万 | 0.06% | 22,576 | 7,481 | 49.6% | $34.97万 | 加仓 |
| IWM | ISHARES TR | $103.58万 | 0.06% | 4,177 | -1,482 | -26.2% | -$36.75万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $103.46万 | 0.06% | 45,024 | 17,666 | 64.6% | $40.60万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $102.56万 | 0.06% | 2,214 | -917 | -29.3% | -$42.48万 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $102.51万 | 0.06% | 23,537 | 7,846 | 50.0% | $34.17万 | 加仓 |
| SLV | ISHARES SILVER TR | $102.20万 | 0.06% | 14,999 | -14,016 | -48.3% | -$95.51万 | 减仓 |
| AMLP | ALPS ETF TR | $101.30万 | 0.06% | 19,244 | 261 | 1.4% | $1.37万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $100.65万 | 0.06% | 11,347 | -4,279 | -27.4% | -$37.95万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $98.19万 | 0.06% | 10,572 | 783 | 8.0% | $7.27万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $97.03万 | 0.06% | 16,055 | -297 | -1.8% | -$1.79万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $96.11万 | 0.05% | 27,427 | -2,976 | -9.8% | -$10.43万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $95.97万 | 0.05% | 38,777 | 980 | 2.6% | $2.43万 | 加仓 |
| BLK | BLACKROCK INC | $95.12万 | 0.05% | 989 | -102 | -9.3% | -$9.81万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $94.64万 | 0.05% | 30,847 | 2,927 | 10.5% | $8.98万 | 加仓 |
| IWX | ISHARES TR | $94.50万 | 0.05% | 10,197 | 10,197 | — | $94.50万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $90.31万 | 0.05% | 35,362 | -765 | -2.1% | -$1.95万 | 减仓 |