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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $89.71万 | 0.05% | 34,371 | -355 | -1.0% | -$9,265 | 减仓 |
| IWR | ISHARES TR | $87.38万 | 0.05% | 8,987 | -10,522 | -53.9% | -$102.31万 | 减仓 |
| IWV | ISHARES TR | $86.84万 | 0.05% | 2,343 | -2,034 | -46.5% | -$75.39万 | 减仓 |
| — | ISHARES TR | $86.57万 | 0.05% | 29,348 | -34,314 | -53.9% | -$101.21万 | 减仓 |
| MPC | MARATHON PETE CORP | $85.60万 | 0.05% | 3,506 | -566 | -13.9% | -$13.82万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $84.64万 | 0.05% | 10,677 | 4,558 | 74.5% | $36.13万 | 加仓 |
| PFE | PFIZER INC | $84.38万 | 0.05% | 30,050 | 121 | 0.4% | $3,398 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $83.61万 | 0.05% | 12,238 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $81.24万 | 0.05% | 6,205 | -882 | -12.4% | -$11.55万 | 减仓 |
| VEEV | VEEVA SYS INC | $80.87万 | 0.05% | 4,604 | -21 | -0.5% | -$3,689 | 减仓 |
| ITOT | ISHARES TR | $80.27万 | 0.05% | 5,636 | 219 | 4.0% | $3.12万 | 加仓 |
| MRK | MERCK & CO INC | $79.84万 | 0.05% | 6,637 | -673 | -9.2% | -$8.10万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $77.84万 | 0.04% | 7,769 | -814 | -9.5% | -$8.16万 | 减仓 |
| TJX | TJX COS INC NEW | $77.57万 | 0.04% | 4,857 | -72 | -1.5% | -$1.15万 | 减仓 |
| MO | ALTRIA GROUP INC | $76.93万 | 0.04% | 11,658 | -61 | -0.5% | -$4,026 | 减仓 |
| VOE | VANGUARD INDEX FDS | $76.19万 | 0.04% | 4,134 | 86 | 2.1% | $1.58万 | 加仓 |
| RTX | RTX CORPORATION | $75.87万 | 0.04% | 3,933 | 237 | 6.4% | $4.57万 | 加仓 |
| AFL | AFLAC INC | $75.78万 | 0.04% | 6,907 | 20 | 0.3% | $2,194 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $75.38万 | 0.04% | 18,359 | 18,359 | — | $75.38万 | 新建仓 |
| PSX | PHILLIPS 66 | $73.29万 | 0.04% | 4,023 | -481 | -10.7% | -$8.76万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $71.56万 | 0.04% | 3,522 | 50 | 1.4% | $1.02万 | 加仓 |
| LOW | LOWES COS INC | $71.36万 | 0.04% | 3,020 | 243 | 8.8% | $5.74万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $71.14万 | 0.04% | 1,177 | -1,107 | -48.5% | -$66.91万 | 减仓 |
| PEP | PEPSICO INC | $70.88万 | 0.04% | 4,565 | -399 | -8.0% | -$6.20万 | 减仓 |
| — | HONEYWELL INTL INC | $69.79万 | 0.04% | 3,088 | 114 | 3.8% | $2.58万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $69.40万 | 0.04% | 7,055 | 787 | 12.6% | $7.74万 | 加仓 |
| MGC | VANGUARD WORLD FD | $69.30万 | 0.04% | 2,932 | -284 | -8.8% | -$6.71万 | 减仓 |
| AMGN | AMGEN INC | $69.21万 | 0.04% | 1,967 | -38 | -1.9% | -$1.34万 | 减仓 |
| ESGE | ISHARES INC | $68.49万 | 0.04% | 15,063 | -1,106 | -6.8% | -$5.03万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $67.94万 | 0.04% | 15,455 | -15,177 | -49.5% | -$66.72万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $67.03万 | 0.04% | 14,150 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $66.04万 | 0.04% | 5,567 | -225 | -3.9% | -$2.67万 | 减仓 |
| TER | TERADYNE INC | $65.96万 | 0.04% | 2,225 | -13 | -0.6% | -$3,854 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $65.46万 | 0.04% | 13,260 | 7,581 | 133.5% | $37.43万 | 加仓 |
| COP | CONOCOPHILLIPS | $65.32万 | 0.04% | 4,949 | -307 | -5.8% | -$4.05万 | 减仓 |
| IGM | ISHARES TR | $65.12万 | 0.04% | 5,495 | -42 | -0.8% | -$4,977 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $64.94万 | 0.04% | 4,478 | 2,653 | 145.4% | $38.47万 | 加仓 |
| IWF | ISHARES TR | $64.80万 | 0.04% | 1,520 | 635 | 71.8% | $27.07万 | 加仓 |
| EMXC | ISHARES INC | $64.59万 | 0.04% | 8,212 | -6,495 | -44.2% | -$51.09万 | 减仓 |
| ETN | EATON CORP PLC | $64.15万 | 0.04% | 1,793 | -162 | -8.3% | -$5.80万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $64.07万 | 0.04% | 8,700 | 2,907 | 50.2% | $21.41万 | 重新持有 |
| NDSN | NORDSON CORP | $63.36万 | 0.04% | 2,381 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $63.16万 | 0.04% | 1,869 | -110 | -5.6% | -$3.72万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $62.61万 | 0.04% | 12,472 | 3,992 | 47.1% | $20.04万 | 加仓 |
| IJK | ISHARES TR | $62.46万 | 0.04% | 6,207 | 6,207 | — | $62.46万 | 新建仓 |
| KO | COCA COLA CO | $61.88万 | 0.04% | 8,137 | 1,174 | 16.9% | $8.93万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $61.76万 | 0.04% | 2,042 | -259 | -11.3% | -$7.83万 | 减仓 |
| — | ISHARES TR | $61.61万 | 0.04% | 21,208 | -2,804 | -11.7% | -$8.15万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $60.23万 | 0.03% | 2,340 | 610 | 35.3% | $15.70万 | 加仓 |
| DE | DEERE & CO | $60.08万 | 0.03% | 1,067 | 6 | 0.6% | $3,379 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $59.73万 | 0.03% | 4,743 | -998 | -17.4% | -$12.57万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $59.44万 | 0.03% | 7,376 | -16,343 | -68.9% | -$131.69万 | 重新持有 |
| IWL | ISHARES TR | $59.21万 | 0.03% | 3,690 | 1,153 | 45.4% | $18.50万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $58.99万 | 0.03% | 8,639 | 944 | 12.3% | $6.45万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $58.70万 | 0.03% | 1,942 | 360 | 22.8% | $10.88万 | 加仓 |
| IWD | ISHARES TR | $58.33万 | 0.03% | 2,730 | 812 | 42.3% | $17.35万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $58.19万 | 0.03% | 3,032 | 1,400 | 85.8% | $26.87万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $57.76万 | 0.03% | 7,691 | -559 | -6.8% | -$4.20万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $56.74万 | 0.03% | 11,355 | 11,355 | — | $56.74万 | 新建仓 |
| FE | FIRSTENERGY CORP | $56.52万 | 0.03% | 11,157 | 74 | 0.7% | $3,749 | 加仓 |
| — | INNOVATOR ETFS TRUST | $56.50万 | 0.03% | 19,435 | -377 | -1.9% | -$1.10万 | 减仓 |
| GAM | GENERAL AMERN INVS CO INC | $55.99万 | 0.03% | 9,576 | 0 | 0.0% | — | 不变 |
| BCI | ABRDN ETFS | $55.93万 | 0.03% | 23,028 | -790 | -3.3% | -$1.92万 | 减仓 |
| AIQ | GLOBAL X FDS | $55.14万 | 0.03% | 11,816 | -1,267 | -9.7% | -$5.91万 | 减仓 |
| GE | GE AEROSPACE | $53.91万 | 0.03% | 1,900 | -323 | -14.5% | -$9.16万 | 减仓 |
| MS | MORGAN STANLEY | $52.47万 | 0.03% | 3,188 | -13 | -0.4% | -$2,140 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $52.30万 | 0.03% | 9,420 | -478 | -4.8% | -$2.65万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $51.11万 | 0.03% | 11,095 | 11,095 | — | $51.11万 | 新建仓 |
| NVS | NOVARTIS AG | $50.80万 | 0.03% | 3,325 | 19 | 0.6% | $2,903 | 加仓 |
| BAC | BANK AMERICA CORP | $49.87万 | 0.03% | 10,229 | -655 | -6.0% | -$3.19万 | 减仓 |
| ORCL | ORACLE CORP | $49.56万 | 0.03% | 3,369 | -591 | -14.9% | -$8.69万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $48.55万 | 0.03% | 6,825 | 6,825 | — | $48.55万 | 新建仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $48.24万 | 0.03% | 23,079 | -1,909 | -7.6% | -$3.99万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $46.13万 | 0.03% | 14,571 | -1,122 | -7.1% | -$3.55万 | 减仓 |
| QCOM | QUALCOMM INC | $46.13万 | 0.03% | 3,582 | -186 | -4.9% | -$2.40万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $45.78万 | 0.03% | 26,433 | -12,643 | -32.4% | -$21.90万 | 减仓 |
| IFRA | ISHARES TR | $45.71万 | 0.03% | 7,992 | -1,118 | -12.3% | -$6.40万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $45.70万 | 0.03% | 1,610 | 490 | 43.8% | $13.91万 | 加仓 |
| IGRO | ISHARES TR | $44.90万 | 0.03% | 5,359 | 192 | 3.7% | $1.61万 | 加仓 |
| AGG | ISHARES TR | $44.85万 | 0.03% | 4,518 | 1,240 | 37.8% | $12.31万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $44.59万 | 0.03% | 9,202 | 565 | 6.5% | $2.74万 | 加仓 |
| IAGG | ISHARES TR | $44.08万 | 0.03% | 8,809 | 713 | 8.8% | $3.57万 | 加仓 |
| INTC | INTEL CORP | $43.75万 | 0.02% | 9,914 | 343 | 3.6% | $1.51万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $43.27万 | 0.02% | 10,372 | -264 | -2.5% | -$1.10万 | 减仓 |
| MELI | MERCADOLIBRE INC | $42.71万 | 0.02% | 247 | 5 | 2.1% | $8,645 | 加仓 |
| UNP | UNION PAC CORP | $42.63万 | 0.02% | 1,757 | -18 | -1.0% | -$4,368 | 减仓 |
| EMR | EMERSON ELEC CO | $42.02万 | 0.02% | 3,207 | -61 | -1.9% | -$7,993 | 减仓 |
| ET | ENERGY TRANSFER L P | $41.02万 | 0.02% | 21,255 | -1,267 | -5.6% | -$2.45万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $40.71万 | 0.02% | 1,043 | -233 | -18.3% | -$9.09万 | 减仓 |
| SUB | ISHARES TR | $39.77万 | 0.02% | 3,734 | -5,562 | -59.8% | -$59.23万 | 减仓 |
| WM | WASTE MGMT INC DEL | $39.53万 | 0.02% | 1,720 | -202 | -10.5% | -$4.64万 | 减仓 |
| GEV | GE VERNOVA INC | $39.04万 | 0.02% | 447 | 11 | 2.5% | $9,606 | 加仓 |
| IYK | ISHARES TR | $38.61万 | 0.02% | 5,514 | -848 | -13.3% | -$5.94万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $38.13万 | 0.02% | 10,077 | -29 | -0.3% | -$1,097 | 减仓 |
| SPYD | SPDR SERIES TRUST | $37.99万 | 0.02% | 8,346 | -1,105 | -11.7% | -$5.03万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $37.87万 | 0.02% | 1,455 | -26 | -1.8% | -$6,767 | 减仓 |
| V | VISA INC | $37.66万 | 0.02% | 1,246 | -57 | -4.4% | -$1.72万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.52万 | 0.02% | 1,745 | -46 | -2.6% | -$9,892 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $36.96万 | 0.02% | 6,690 | -1,587 | -19.2% | -$8.77万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $36.81万 | 0.02% | 11,172 | 274 | 2.5% | $9,028 | 加仓 |