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 |
|---|---|---|---|---|---|---|---|---|
| TFC | TRUIST FINL CORP | $36.48万 | 0.02% | 7,935 | -515 | -6.1% | -$2.37万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $36.24万 | 0.02% | 7,704 | 7,704 | — | $36.24万 | 新建仓 |
| ING | ING GROEP N.V. | $36.12万 | 0.02% | 13,866 | 25 | 0.2% | $651 | 加仓 |
| GLDM | WORLD GOLD TR | $35.73万 | 0.02% | 3,855 | -7,442 | -65.9% | -$68.98万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $35.59万 | 0.02% | 6,746 | 1,101 | 19.5% | $5.81万 | 加仓 |
| GDX | VANECK ETF TRUST | $35.37万 | 0.02% | 3,855 | -929 | -19.4% | -$8.52万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $35.31万 | 0.02% | 6,378 | -23,633 | -78.7% | -$130.83万 | 减仓 |
| CVS | CVS HEALTH CORP | $35.24万 | 0.02% | 4,907 | -4,993 | -50.4% | -$35.86万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $35.21万 | 0.02% | 8,930 | -744 | -7.7% | -$2.93万 | 减仓 |
| IGF | ISHARES TR | $35.18万 | 0.02% | 5,251 | 498 | 10.5% | $3.34万 | 加仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $34.98万 | 0.02% | 3,195 | 3,195 | — | $34.98万 | 新建仓 |
| IHAK | ISHARES TR | $34.97万 | 0.02% | 8,012 | -994 | -11.0% | -$4.34万 | 减仓 |
| LMUB | ISHARES TR | $34.67万 | 0.02% | 6,944 | 6,944 | — | $34.67万 | 新建仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $34.19万 | 0.02% | 5,034 | -339 | -6.3% | -$2.30万 | 减仓 |
| XOP | SPDR SERIES TRUST | $33.64万 | 0.02% | 1,850 | 1,850 | — | $33.64万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $33.46万 | 0.02% | 2,978 | 4 | 0.1% | $449 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $33.30万 | 0.02% | 2,059 | -5,533 | -72.9% | -$89.49万 | 重新持有 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $33.18万 | 0.02% | 2,780 | 2,780 | — | $33.18万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $33.01万 | 0.02% | 1,057 | 1,057 | — | $33.01万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $32.94万 | 0.02% | 2,513 | -576 | -18.6% | -$7.55万 | 减仓 |
| IWB | ISHARES TR | $32.69万 | 0.02% | 917 | -27 | -2.9% | -$9,626 | 减仓 |
| VXF | VANGUARD INDEX FDS | $32.60万 | 0.02% | 1,584 | -205 | -11.5% | -$4.22万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $32.01万 | 0.02% | 3,756 | 3 | 0.1% | $256 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $31.83万 | 0.02% | 10,926 | -19,160 | -63.7% | -$55.81万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $31.32万 | 0.02% | 1,157 | -617 | -34.8% | -$16.70万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $30.86万 | 0.02% | 1,105 | -495 | -30.9% | -$13.82万 | 减仓 |
| DIS | DISNEY WALT CO | $30.65万 | 0.02% | 3,180 | -453 | -12.5% | -$4.37万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $30.26万 | 0.02% | 6,293 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $30.17万 | 0.02% | 3,888 | -2,622 | -40.3% | -$20.34万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $30.04万 | 0.02% | 1,047 | -65 | -5.8% | -$1.86万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $30.01万 | 0.02% | 2,153 | 322 | 17.6% | $4.49万 | 加仓 |
| ENB | ENBRIDGE INC | $29.91万 | 0.02% | 5,524 | 676 | 13.9% | $3.66万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $29.66万 | 0.02% | 4,726 | -30 | -0.6% | -$1,883 | 减仓 |
| CSX | CSX CORP | $29.58万 | 0.02% | 7,207 | 590 | 8.9% | $2.42万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $29.50万 | 0.02% | 4,911 | 4,911 | — | $29.50万 | 新建仓 |
| BUG | GLOBAL X FDS | $28.89万 | 0.02% | 11,506 | -1,495 | -11.5% | -$3.75万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $28.85万 | 0.02% | 1,472 | 1,472 | — | $28.85万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $28.16万 | 0.02% | 2,988 | -334 | -10.1% | -$3.15万 | 减仓 |
| XTL | SPDR SERIES TRUST | $27.66万 | 0.02% | 1,471 | -179 | -10.8% | -$3.37万 | 减仓 |
| USMV | ISHARES TR | $27.64万 | 0.02% | 2,980 | -264 | -8.1% | -$2.45万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $27.58万 | 0.02% | 5,864 | -790 | -11.9% | -$3.72万 | 减仓 |
| BRC | BRADY CORP | $26.64万 | 0.02% | 3,279 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $26.56万 | 0.02% | 15,489 | 5,436 | 54.1% | $9.32万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $26.55万 | 0.02% | 1,821 | 127 | 7.5% | $1.85万 | 加仓 |
| PYLD | PIMCO ETF TR | $26.54万 | 0.02% | 10,132 | -1,772 | -14.9% | -$4.64万 | 减仓 |
| EFA | ISHARES TR | $26.31万 | 0.01% | 2,709 | -653 | -19.4% | -$6.34万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $26.26万 | 0.01% | 2,320 | 2,320 | — | $26.26万 | 新建仓 |
| CIEN | CIENA CORP | $26.05万 | 0.01% | 671 | 671 | — | $26.05万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $26.03万 | 0.01% | 4,766 | 23 | 0.5% | $1,256 | 加仓 |
| — | BELPOINTE PREP LLC | $25.90万 | 0.01% | 4,869 | 0 | 0.0% | — | 不变 |
| — | ABERDEEN INDIA FD INC | $25.85万 | 0.01% | 22,836 | 9,024 | 65.3% | $10.22万 | 加仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $25.78万 | 0.01% | 5,351 | -1,509 | -22.0% | -$7.27万 | 减仓 |
| IYZ | ISHARES TR | $25.66万 | 0.01% | 6,526 | -1,204 | -15.6% | -$4.73万 | 减仓 |
| GEF/B | GREIF INC | $25.62万 | 0.01% | 2,927 | 32 | 1.1% | $2,801 | 加仓 |
| — | ISHARES ETHEREUM TR | $25.31万 | 0.01% | 15,986 | -2,667 | -14.3% | -$4.22万 | 减仓 |
| DEM | WISDOMTREE TR | $25.24万 | 0.01% | 5,080 | -646 | -11.3% | -$3.21万 | 减仓 |
| SO | SOUTHERN CO | $25.16万 | 0.01% | 2,606 | -22 | -0.8% | -$2,124 | 减仓 |
| XYLD | GLOBAL X FDS | $25.12万 | 0.01% | 6,420 | -232 | -3.5% | -$9,078 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $24.94万 | 0.01% | 4,225 | -982 | -18.9% | -$5.80万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $24.94万 | 0.01% | 2,756 | 2,756 | — | $24.94万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.90万 | 0.01% | 4,106 | -80 | -1.9% | -$4,851 | 减仓 |
| ACWI | ISHARES TR | $24.56万 | 0.01% | 1,775 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $24.43万 | 0.01% | 5,181 | -466 | -8.3% | -$2.20万 | 减仓 |
| IWS | ISHARES TR | $24.12万 | 0.01% | 1,655 | -318 | -16.1% | -$4.64万 | 减仓 |
| IXUS | ISHARES TR | $23.95万 | 0.01% | 2,765 | -532 | -16.1% | -$4.61万 | 重新持有 |
| RYLD | GLOBAL X FDS | $23.78万 | 0.01% | 15,906 | -298 | -1.8% | -$4,455 | 减仓 |
| AXON | AXON ENTERPRISE INC | $23.66万 | 0.01% | 557 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $23.55万 | 0.01% | 1,183 | -96 | -7.5% | -$1.91万 | 减仓 |
| OEF | ISHARES TR | $23.51万 | 0.01% | 739 | -5,328 | -87.8% | -$169.53万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $23.38万 | 0.01% | 8,143 | 517 | 6.8% | $1.48万 | 重新持有 |
| D | DOMINION ENERGY INC | $23.37万 | 0.01% | 3,781 | 3,781 | — | $23.37万 | 新建仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $23.13万 | 0.01% | 6,794 | -709 | -9.4% | -$2.41万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $23.01万 | 0.01% | 18,893 | 219 | 1.2% | $2,667 | 加仓 |
| PPG | PPG INDS INC | $22.96万 | 0.01% | 2,148 | -91 | -4.1% | -$9,726 | 减仓 |
| PFF | ISHARES TR | $22.90万 | 0.01% | 7,553 | -1,178 | -13.5% | -$3.57万 | 减仓 |
| NUE | NUCOR CORP | $22.89万 | 0.01% | 1,353 | 40 | 3.0% | $6,766 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $22.86万 | 0.01% | 1,927 | -116 | -5.7% | -$1.38万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $22.66万 | 0.01% | 3,158 | 24 | 0.8% | $1,722 | 加仓 |
| BX | BLACKSTONE INC | $22.39万 | 0.01% | 1,947 | -471 | -19.5% | -$5.42万 | 减仓 |
| RPM | RPM INTL INC | $22.35万 | 0.01% | 2,248 | 10 | 0.4% | $994 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.18万 | 0.01% | 758 | 151 | 24.9% | $4.42万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $22.16万 | 0.01% | 2,367 | 2,367 | — | $22.16万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $22.01万 | 0.01% | 3,281 | -191 | -5.5% | -$1.28万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $21.69万 | 0.01% | 642 | -174 | -21.3% | -$5.88万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $21.68万 | 0.01% | 4,518 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $21.66万 | 0.01% | 990 | -2,043 | -67.4% | -$44.69万 | 减仓 |
| GLW | CORNING INC | $21.49万 | 0.01% | 1,580 | 1,580 | — | $21.49万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $21.36万 | 0.01% | 622 | -275 | -30.7% | -$9.44万 | 减仓 |
| SHEL | SHELL PLC | $21.15万 | 0.01% | 2,274 | 2,274 | — | $21.15万 | 新建仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $21.06万 | 0.01% | 11,190 | -1,436 | -11.4% | -$2.70万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $21.00万 | 0.01% | 2,605 | 2,605 | — | $21.00万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $20.77万 | 0.01% | 2,210 | -13 | -0.6% | -$1,222 | 减仓 |
| VG | VENTURE GLOBAL INC | $20.64万 | 0.01% | 13,099 | 13,099 | — | $20.64万 | 新建仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $20.54万 | 0.01% | 2,176 | 2,176 | — | $20.54万 | 新建仓 |
| EDGF | ADVISORS INNER CIRCLE FD II | $20.49万 | 0.01% | 8,285 | 8,285 | — | $20.49万 | 新建仓 |
| MAGS | LISTED FDS TR | $20.39万 | 0.01% | 3,520 | 15 | 0.4% | $869 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $20.31万 | 0.01% | 5,428 | 5,428 | — | $20.31万 | 新建仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $20.08万 | 0.01% | 4,199 | -560 | -11.8% | -$2.68万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.03万 | 0.01% | 2,474 | 2,474 | — | $20.03万 | 新建仓 |
| BHVN | BIOHAVEN LTD | $13.11万 | 0.01% | 15,500 | 0 | 0.0% | — | 不变 |