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
SPCX SPACE EXPLORATION TECHN CORP $40.07万0.02%2,345 2,345— $40.07万 新建仓
BOCT INNOVATOR ETFS TRUST $39.76万0.02%7,499 2,98166.0% $15.81万 加仓
FDVV FIDELITY COVINGTON TRUST $39.63万0.02%6,573 -117-1.7% -$7,054 减仓
LNG CHENIERE ENERGY INC $39.63万0.02%1,658 483.0% $1.15万 加仓
DFIP DIMENSIONAL ETF TRUST $39.60万0.02%9,598 -774-7.5% -$3.19万 减仓
TLTW ISHARES TR $39.49万0.02%17,677 17,677— $39.49万 新建仓
VXF VANGUARD INDEX FDS $39.15万0.02%1,590 60.4% $1,477 加仓
WM WASTE MGMT INC DEL $38.47万0.02%1,726 60.3% $1,337 加仓
GGOV BLACKROCK ETF TRUST II $38.16万0.02%7,587 7,587— $38.16万 新建仓
— FIRST TR EXCHNG TRADED FD VI $37.97万0.02%7,704 00.0% — 不变
BUG GLOBAL X FDS $37.85万0.02%9,910 -1,596-13.9% -$6.10万 减仓
SPYD SPDR SERIES TRUST $37.58万0.02%7,877 -469-5.6% -$2.24万 减仓
SCHG SCHWAB STRATEGIC TR $37.44万0.02%11,063 1371.3% $4,636 加仓
XMMO INVESCO EXCHANGE TRADED FD T $37.16万0.02%2,184 -2,294-51.2% -$39.03万 减仓
EPD ENTERPRISE PRODS PARTNERS L $37.09万0.02%10,091 140.1% $515 加仓
EUFN ISHARES TR $37.03万0.02%9,498 9,498— $37.03万 新建仓
CSX CSX CORP $36.31万0.02%7,638 4316.0% $2.05万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $36.14万0.02%8,377 -553-6.2% -$2.39万 减仓
FYX FIRST TR EXCHANGE-TRADED ALP $36.05万0.02%2,498 -282-10.1% -$4.07万 减仓
BCI ABRDN ETFS $35.31万0.02%15,808 -7,220-31.4% -$16.13万 减仓
DES WISDOMTREE TR $35.14万0.02%8,638 8,638— $35.14万 新建仓
CL COLGATE PALMOLIVE CO $34.99万0.02%3,816 601.6% $5,501 加仓
BJUL INNOVATOR ETFS TRUST $34.81万0.02%6,410 6,410— $34.81万 新建仓
AMAT APPLIED MATLS INC $34.66万0.02%479 479— $34.66万 新建仓
LMUB ISHARES TR $34.59万0.02%6,753 -191-2.8% -$9,784 减仓
— FIRST TR EXCHANGE-TRADED ALP $33.90万0.02%4,856 4,856— $33.90万 新建仓
VZ VERIZON COMMUNICATIONS INC $33.82万0.02%7,987 -4,485-36.0% -$18.99万 减仓
USMV ISHARES TR $33.08万0.02%3,430 45015.1% $4.34万 加仓
VGLT VANGUARD SCOTTSDALE FDS $32.85万0.02%5,953 -425-6.7% -$2.35万 减仓
HON HONEYWELL INTL INC $32.20万0.02%1,438 -1,650-53.4% -$36.95万 减仓
PJAN INNOVATOR ETFS TRUST $32.08万0.02%6,483 6,483— $32.08万 新建仓
IYK ISHARES TR $31.86万0.02%4,385 -1,129-20.5% -$8.20万 减仓
ETR ENTERGY CORP NEW $31.83万0.02%2,771 -207-7.0% -$2.38万 减仓
HONA HONEYWELL AEROSPACE INC $31.38万0.02%1,419 1,419— $31.38万 新建仓
DGX QUEST DIAGNOSTICS INC $30.78万0.02%1,452 -20-1.4% -$4,239 减仓
VYMI VANGUARD WHITEHALL FDS $30.65万0.02%3,121 1334.5% $1.31万 加仓
EDGH ADVISORS INNER CIRCLE FD II $30.51万0.02%9,591 9,591— $30.51万 新建仓
IYH ISHARES TR $30.46万0.02%4,545 4,545— $30.46万 新建仓
GBTC GRAYSCALE BITCOIN TRUST ETF $30.37万0.01%6,671 -75-1.1% -$3,414 减仓
LNT ALLIANT ENERGY CORP $30.21万0.01%3,960 80225.4% $6.12万 加仓
BRC BRADY CORP $30.03万0.01%3,279 00.0% — 不变
NUE NUCOR CORP $29.97万0.01%1,345 -8-0.6% -$1,782 减仓
ENB ENBRIDGE INC $29.90万0.01%5,516 -8-0.1% -$434 减仓
PJUL INNOVATOR ETFS TRUST $29.73万0.01%6,091 6,091— $29.73万 新建仓
AGG ISHARES TR $29.31万0.01%2,961 -1,557-34.5% -$15.41万 减仓
EFA ISHARES TR $28.53万0.01%2,746 371.4% $3,844 加仓
GDX VANECK ETF TRUST $28.53万0.01%3,781 -74-1.9% -$5,583 减仓
D DOMINION ENERGY INC $28.43万0.01%4,163 38210.1% $2.61万 加仓
RPM RPM INTL INC $28.24万0.01%2,541 29313.0% $3.26万 加仓
IWB ISHARES TR $28.13万0.01%687 -230-25.1% -$9.42万 减仓
QTEC FIRST TR EXCHANGE-TRADED FD $27.98万0.01%836 836— $27.98万 新建仓
CEG CONSTELLATION ENERGY CORP $27.79万0.01%1,119 141.3% $3,477 加仓
FDN FIRST TR EXCHANGE-TRADED FD $27.77万0.01%1,049 -2,009-65.7% -$53.18万 重新持有
— ABERDEEN INDIA FD INC $27.74万0.01%23,609 7733.4% $9,083 加仓
GEF/B GREIF INC $27.64万0.01%2,955 281.0% $2,619 加仓
IWS ISHARES TR $27.57万0.01%1,675 201.2% $3,292 加仓
PYLD PIMCO ETF TR $27.39万0.01%10,329 1971.9% $5,224 加仓
FLMI FRANKLIN TEMPLETON ETF TR $27.34万0.01%10,861 10,861— $27.34万 新建仓
GILD GILEAD SCIENCES INC $27.11万0.01%2,146 -7-0.3% -$884 减仓
AHR AMERICAN HEALTHCARE REIT INC $27.02万0.01%5,181 00.0% — 不变
NSC NORFOLK SOUTHN CORP $27.01万0.01%859 -188-18.0% -$5.91万 减仓
DEM WISDOMTREE TR $26.84万0.01%4,990 -90-1.8% -$4,841 减仓
AXON AXON ENTERPRISE INC $26.74万0.01%477 -80-14.4% -$4.48万 减仓
BA BOEING CO $26.58万0.01%1,228 453.8% $9,741 加仓
SO SOUTHERN CO $26.55万0.01%2,774 1686.4% $1.61万 加仓
PPG PPG INDS INC $26.26万0.01%2,165 170.8% $2,062 加仓
EDGU ADVISORS INNER CIRCLE FD II $26.26万0.01%8,206 8,206— $26.26万 新建仓
U UNITY SOFTWARE INC $26.05万0.01%9,113 9,113— $26.05万 新建仓
— ISHARES TR $25.79万0.01%9,361 9,361— $25.79万 新建仓
— ISHARES TR $25.68万0.01%9,428 9,428— $25.68万 新建仓
— ISHARES TR $25.65万0.01%9,496 9,496— $25.65万 新建仓
NZF NUVEEN MUN CR INCOME FD $25.51万0.01%20,116 1,2236.5% $1.55万 加仓
FTGS FIRST TR EXCHANGE-TRADED FD $25.49万0.01%6,888 941.4% $3,478 加仓
EVLN MORGAN STANLEY ETF TRUST $25.44万0.01%5,244 -107-2.0% -$5,190 减仓
TXN TEXAS INSTRS INC $25.31万0.01%849 849— $25.31万 新建仓
XLY SELECT SECTOR SPDR TR $25.31万0.01%2,158 -14,785-87.3% -$173.37万 减仓
OEF ISHARES TR $24.82万0.01%678 -61-8.3% -$2.23万 减仓
XTL SPDR SERIES TRUST $24.66万0.01%1,084 -387-26.3% -$8.80万 减仓
BX BLACKSTONE INC $24.34万0.01%2,069 1226.3% $1.44万 加仓
CGBL CAPITAL GROUP CORE BALANCED $24.17万0.01%6,368 6,368— $24.17万 新建仓
GD GENERAL DYNAMICS CORP $24.07万0.01%680 589.3% $2.05万 加仓
AVLV AMERICAN CENTY ETF TR $23.76万0.01%2,605 00.0% — 不变
IMCG ISHARES TR $23.71万0.01%2,412 2,412— $23.71万 新建仓
GS GOLDMAN SACHS GROUP INC $23.54万0.01%233 233— $23.54万 新建仓
RYLD GLOBAL X FDS $23.49万0.01%14,688 -1,218-7.7% -$1.95万 减仓
BEAM BEAM THERAPEUTICS INC $23.46万0.01%6,835 6,835— $23.46万 新建仓
PAPR INNOVATOR ETFS TRUST $23.24万0.01%5,506 5,506— $23.24万 新建仓
LRCX LAM RESEARCH CORP $23.13万0.01%534 534— $23.13万 新建仓
DVY ISHARES TR $23.12万0.01%1,479 1,479— $23.12万 新建仓
BHVN BIOHAVEN LTD $23.06万0.01%15,500 00.0% — 不变
ITOT ISHARES TR $22.99万0.01%1,399 -4,237-75.2% -$69.62万 减仓
AFLG FIRST TR EXCHNG TRADED FD VI $22.83万0.01%5,258 5,258— $22.83万 新建仓
ASML ASML HLDG NV $22.79万0.01%115 115— $22.79万 新建仓
ACWI ISHARES TR $22.76万0.01%1,450 -325-18.3% -$5.10万 减仓
FVD FIRST TR EXCHANGE-TRADED FD $22.69万0.01%4,709 -1,155-19.7% -$5.57万 减仓
MAGS LISTED FDS TR $22.63万0.01%3,520 00.0% — 不变
PECO PHILLIPS EDISON & CO INC $22.59万0.01%5,428 00.0% — 不变
— BELPOINTE PREP LLC $22.05万0.01%4,869 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $21.85万0.01%2,692 2188.8% $1.77万 加仓
FNDX SCHWAB STRATEGIC TR $21.80万0.01%7,009 7,009— $21.80万 新建仓