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
DFNM DIMENSIONAL ETF TRUST $310.91万0.15%64,324 -5,685-8.1% -$27.48万 减仓
FNDF SCHWAB STRATEGIC TR $310.04万0.15%58,763 -1,922-3.2% -$10.14万 减仓
ESGU ISHARES TR $302.57万0.15%18,487 250.1% $4,092 加仓
TFLO ISHARES TR $291.42万0.14%57,558 -436,532-88.4% -$2,210.17万 减仓
VOX VANGUARD WORLD FD $290.77万0.14%15,807 15,807— $290.77万 新建仓
SECU BLACKROCK ETF TRUST II $289.85万0.14%58,133 58,133— $289.85万 新建仓
QUAL ISHARES TR $283.80万0.14%12,933 -130,396-91.0% -$2,861.37万 减仓
SMH VANECK ETF TRUST $281.66万0.14%4,294 -741-14.7% -$48.61万 减仓
COST COSTCO WHOLESALE CORPORATION $281.45万0.14%3,009 -467-13.4% -$43.68万 减仓
MLPX GLOBAL X FDS $280.16万0.14%38,034 -1,766-4.4% -$13.01万 减仓
GLD SPDR GOLD TR $275.20万0.14%7,471 -2,696-26.5% -$99.31万 减仓
VT VANGUARD INTL EQUITY INDEX F $271.35万0.13%17,289 17,289— $271.35万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $266.90万0.13%9,491 -226-2.3% -$6.36万 减仓
— INNOVATOR ETFS TRUST $265.94万0.13%99,827 65,456190.4% $174.37万 加仓
IUSB ISHARES TR $259.78万0.13%56,291 13,17330.6% $60.79万 加仓
AMD ADVANCED MICRO DEVICES INC $253.08万0.12%4,357 -1,776-29.0% -$103.16万 减仓
VLUE ISHARES TR $250.94万0.12%12,559 9137.8% $18.24万 加仓
MUB ISHARES TR $248.86万0.12%23,124 -2,044-8.1% -$22.00万 减仓
CLOA BLACKROCK ETF TRUST II $247.80万0.12%47,737 -13,880-22.5% -$72.05万 减仓
META META PLATFORMS INC $230.48万0.11%4,092 -517-11.2% -$29.12万 减仓
MLN VANECK ETF TRUST $227.43万0.11%127,915 10,1708.6% $18.08万 加仓
PG PROCTER & GAMBLE CO $227.20万0.11%15,494 6,95581.4% $101.99万 加仓
IXN ISHARES TR $217.21万0.11%15,034 -57-0.4% -$8,235 减仓
VV VANGUARD INDEX FDS $214.84万0.11%6,247 2664.4% $9.15万 加仓
BND VANGUARD BD INDEX FDS $202.20万0.10%27,545 18,845216.6% $138.34万 加仓
— INNOVATOR ETFS TRUST $202.20万0.10%56,387 21,43661.3% $76.87万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $199.69万0.10%7,343 -6,609-47.4% -$179.73万 减仓
SHYM BLACKROCK ETF TRUST II $198.85万0.10%88,577 18,53226.5% $41.60万 加仓
JNJ JOHNSON & JOHNSON $198.76万0.10%7,826 -3,632-31.7% -$92.24万 减仓
FTSM FIRST TR EXCHANGE-TRADED FD $198.16万0.10%33,175 -3,027-8.4% -$18.08万 减仓
EFV ISHARES TR $196.57万0.10%25,679 -20,711-44.6% -$158.54万 减仓
DFGR DIMENSIONAL ETF TRUST $195.65万0.10%67,535 -6,670-9.0% -$19.32万 减仓
MCD MCDONALDS CORP $194.28万0.10%7,187 650.9% $1.76万 加仓
TSLA TESLA INC $193.54万0.10%4,602 -754-14.1% -$31.71万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $187.88万0.09%40,799 29,704267.7% $136.79万 加仓
MGK VANGUARD WORLD FD $183.61万0.09%20,886 1,5317.9% $13.46万 加仓
WMT WALMART INC $181.15万0.09%15,994 -775-4.6% -$8.78万 减仓
ABT ABBOTT LABORATORIES $178.64万0.09%19,687 1140.6% $1.03万 加仓
VGT VANGUARD WORLD FD $177.36万0.09%14,839 -1,049-6.6% -$12.54万 减仓
HDV ISHARES TR $175.80万0.09%64,136 5,6619.7% $15.52万 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
— INNOVATOR ETFS TRUST $170.56万0.08%64,902 29,54083.5% $77.63万 加仓
BUFD FIRST TR EXCHNG TRADED FD VI $168.64万0.08%56,744 9,08119.1% $26.99万 加仓
IWF ISHARES TR $167.14万0.08%13,461 7,381121.4% $91.65万 加仓
IEFA ISHARES TR $167.04万0.08%17,296 -5,692-24.8% -$54.97万 减仓
LLY ELI LILLY & CO $164.85万0.08%1,374 -113-7.6% -$13.56万 减仓
MU MICRON TECHNOLOGY INC $163.74万0.08%1,419 777121.0% $89.66万 加仓
MOAT VANECK ETF TRUST $162.24万0.08%15,606 -2,648-14.5% -$27.53万 减仓
IWY ISHARES TR $159.96万0.08%5,504 -72-1.3% -$2.09万 减仓
JAJL INNOVATOR ETFS TRUST $159.11万0.08%53,197 -4,979-8.6% -$14.89万 减仓
VTES VANGUARD WELLINGTON FD $156.51万0.08%15,449 9426.5% $9.54万 加仓
EMLC VANECK ETF TRUST $156.09万0.08%61,066 4,4657.9% $11.41万 加仓
EFG ISHARES TR $154.46万0.08%12,415 900.7% $1.12万 加仓
— INNOVATOR ETFS TRUST $154.34万0.08%55,133 -11,161-16.8% -$31.24万 减仓
NFLX NETFLIX INC. $154.10万0.08%21,582 -2,631-10.9% -$18.79万 减仓
PM PHILIP MORRIS INTL INC $152.18万0.08%8,412 941.1% $1.70万 加仓
INTC INTEL CORP $152.00万0.08%10,886 9729.8% $13.57万 加仓
GJUL FIRST TR EXCHNG TRADED FD VI $147.87万0.07%34,000 00.0% — 不变
GAUG FIRST TR EXCHNG TRADED FD VI $145.67万0.07%35,170 00.0% — 不变
SHW SHERWIN WILLIAMS CO $139.95万0.07%4,064 140.3% $4,821 加仓
EEM ISHARES TR $138.53万0.07%20,250 -18,018-47.1% -$123.26万 减仓
MIAX MIAMI INTL HLDGS INC $136.49万0.07%36,729 -10,219-21.8% -$37.97万 减仓
JPM JPMORGAN CHASE & CO $136.23万0.07%4,162 50113.7% $16.40万 加仓
SCHD SCHWAB STRATEGIC TR $135.54万0.07%42,744 11,89738.6% $37.73万 加仓
IBIT ISHARES BITCOIN TRUST ETF $134.99万0.07%40,550 -4,646-10.3% -$15.47万 减仓
EUHY ISHARES INC $132.44万0.07%24,590 1,9228.5% $10.35万 加仓
PZA INVESCO EXCH TRADED FD TR II $132.10万0.07%56,166 11,14224.7% $26.21万 加仓
VBR VANGUARD INDEX FDS $128.13万0.06%5,273 -2,270-30.1% -$55.16万 减仓
VTEB VANGUARD MUN BD FDS $128.12万0.06%25,330 -3,352-11.7% -$16.95万 减仓
MCK MCKESSON CORP $127.20万0.06%1,683 00.0% — 不变
JMUB J P MORGAN EXCHANGE TRADED F $123.80万0.06%24,439 24,439— $123.80万 新建仓
FV FIRST TR EXCHANGE TRADED FD $123.57万0.06%16,284 2291.4% $1.74万 加仓
MGV VANGUARD WORLD FD $121.91万0.06%7,458 -4,887-39.6% -$79.88万 减仓
SCHF SCHWAB STRATEGIC TR $121.09万0.06%43,717 4,94012.7% $13.68万 加仓
NLR VANECK ETF TRUST $117.71万0.06%10,149 -1,487-12.8% -$17.25万 减仓
EDGF ADVISORS INNER CIRCLE FD II $117.42万0.06%47,646 39,361475.1% $97.01万 加仓
VYM VANGUARD WHITEHALL FDS $116.70万0.06%7,385 -25,675-77.7% -$405.73万 减仓
DJUL FIRST TR EXCHNG TRADED FD VI $113.21万0.06%22,576 00.0% — 不变
— INNOVATOR ETFS TRUST $111.48万0.06%21,169 -11,032-34.3% -$58.09万 减仓
DAUG FIRST TR EXCHNG TRADED FD VI $110.26万0.05%23,537 00.0% — 不变
VTIP VANGUARD MALVERN FDS $106.28万0.05%21,160 21,160— $106.28万 新建仓
VCIT VANGUARD SCOTTSDALE FDS $105.77万0.05%12,797 -968-7.0% -$8.00万 减仓
IJK ISHARES TR $105.40万0.05%8,970 2,76344.5% $32.47万 加仓
— INNOVATOR ETFS TRUST $104.84万0.05%37,971 -6,017-13.7% -$16.61万 减仓
BLCR BLACKROCK ETF TRUST $103.50万0.05%20,548 2,18911.9% $11.03万 加仓
CVX CHEVRON CORPORATION $100.92万0.05%6,088 591.0% $9,780 加仓
AMLP ALPS ETF TR $100.72万0.05%19,425 1810.9% $9,385 加仓
BLK BLACKROCK INC $99.73万0.05%1,037 484.9% $4.62万 加仓
VGK VANGUARD INTL EQUITY INDEX F $98.93万0.05%11,173 -5,388-32.5% -$47.71万 减仓
VHT VANGUARD WORLD FD $97.84万0.05%3,272 -694-17.5% -$20.75万 减仓
IDEV ISHARES TR $97.66万0.05%10,972 -5,301-32.6% -$47.18万 减仓
IWR ISHARES TR $95.42万0.05%8,649 -338-3.8% -$3.73万 减仓
DIA STATE STR SPDR DOW JONES IND $95.28万0.05%1,824 -390-17.6% -$20.37万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $95.11万0.05%1,991 1226.5% $5.83万 加仓
VGIT VANGUARD SCOTTSDALE FDS $94.04万0.05%15,944 -2,234-12.3% -$13.18万 减仓
MPC MARATHON PETE CORP $93.18万0.05%3,644 1383.9% $3.53万 加仓
IWD ISHARES TR $92.79万0.05%3,828 1,09840.2% $26.62万 加仓
IJH ISHARES TR $92.48万0.05%11,993 -13,752-53.4% -$106.04万 减仓
IXC ISHARES TR $92.35万0.05%18,797 -2,607-12.2% -$12.81万 减仓
IGM ISHARES TR $91.25万0.05%5,579 841.5% $1.37万 加仓