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 🔒
$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
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 10.2%
DIMENSIONAL ET 6.3%
CORO 4.1%
VEA 3.3%
DYNF 3.3%
VUG 3.1%
DFAX 2.7%
VTV 2.7%
DIMENSIONAL ET 2.0%
IVE 1.9%

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
PML PIMCO MUN INCOME FD II $8.96万0.01%11,837 1801.5% $1,363 加仓
— ZEVIA PBC $1.53万0.00%13,116 1,39511.9% $1,632 加仓
— ARCHER AVIATION INC $2,8010.00%10,000 00.0% — 不变
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -668,465-100.0% -$3,962.66万 清仓
FDN FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
FSEP FIRST TR EXCHNG TRADED FD VI $00.00%0 -14,470-100.0% -$74.61万 清仓
FTC FIRST TR EXCHANGE-TRADED ALP $00.00%0 -4,499-100.0% -$71.93万 清仓
DRI DARDEN RESTAURANTS INC $00.00%0 -3,844-100.0% -$70.74万 清仓
RPG INVESCO EXCHANGE TRADED FD T $00.00%0 -12,457-100.0% -$58.14万 清仓
ARKK ARK ETF TR $00.00%0 -7,308-100.0% -$56.22万 清仓
BIDD BLACKROCK ETF TRUST $00.00%0 -17,106-100.0% -$49.30万 清仓
SHY ISHARES TR $00.00%0 -5,229-100.0% -$43.31万 清仓
OKLO OKLO INC $00.00%0 -6,024-100.0% -$43.23万 清仓
SPMO INVESCO EXCH TRADED FD TR II $00.00%0 -3,607-100.0% -$43.04万 清仓
PSEP INNOVATOR ETFS TRUST $00.00%0 -9,035-100.0% -$39.50万 清仓
TBUX T ROWE PRICE ETF INC $00.00%0 -7,656-100.0% -$38.17万 清仓
VPU VANGUARD WORLD FD $00.00%0 -1,986-100.0% -$36.74万 清仓
PFEB INNOVATOR ETFS TRUST $00.00%0 -7,999-100.0% -$32.57万 清仓
HOOD ROBINHOOD MKTS INC $00.00%0 -2,846-100.0% -$32.19万 清仓
IHI ISHARES TR $00.00%0 -5,063-100.0% -$31.46万 清仓
HYG ISHARES TR $00.00%0 -3,851-100.0% -$31.05万 清仓
IBTG ISHARES TR $00.00%0 -11,502-100.0% -$26.31万 清仓
WFC WELLS FARGO CO NEW $00.00%0 —— — 申报中断
PMAR INNOVATOR ETFS TRUST $00.00%0 -4,453-100.0% -$20.01万 清仓
BBAI BIGBEAR AI HLDGS INC $00.00%0 —— — 申报中断
ACHR ARCHER AVIATION INC $00.00%0 -11,276-100.0% -$8.48万 清仓
OPEN OPENDOOR TECHNOLOGIES INC $00.00%0 -11,770-100.0% -$6.86万 清仓