C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Westlake OH · SEC CIK 0001965756
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $2.51亿 | 12.37% | 2,850,502 | 506,945 | 21.6% | $4,455.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.22亿 | 6.00% | 2,739,886 | -118,853 | -4.2% | -$527.23万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $8,793.17万 | 4.34% | 2,402,506 | 145,615 | 6.5% | $532.95万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $7,501.07万 | 3.70% | 870,799 | 122,449 | 16.4% | $1,054.78万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,204.67万 | 3.56% | 1,011,182 | 94,168 | 10.3% | $670.95万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $7,099.34万 | 3.51% | 1,043,867 | 34,078 | 3.4% | $231.76万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $5,960.49万 | 2.94% | 273,505 | 32,714 | 13.6% | $712.94万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $5,019.04万 | 2.48% | 1,362,389 | -54,436 | -3.8% | -$200.54万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $4,997.31万 | 2.47% | 419,977 | 105,840 | 33.7% | $1,259.39万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $4,951.26万 | 2.44% | 939,162 | -6,762 | -0.7% | -$35.65万 | 减仓 |
| IVE | ISHARES TR | $3,959.08万 | 1.95% | 174,363 | 18,043 | 11.5% | $409.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,784.93万 | 1.87% | 461,690 | -16,458 | -3.4% | -$134.92万 | 减仓 |
| AAPL | APPLE INC | $3,077.19万 | 1.52% | 106,345 | 1,585 | 1.5% | $45.86万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,882.06万 | 1.42% | 595,099 | 48,950 | 9.0% | $237.06万 | 加仓 |
| MTUM | ISHARES TR | $2,543.60万 | 1.26% | 74,194 | -29,588 | -28.5% | -$1,014.37万 | 减仓 |
| IEMG | ISHARES INC | $2,468.22万 | 1.22% | 297,950 | -126,205 | -29.8% | -$1,045.48万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,361.50万 | 1.17% | 395,627 | 44,083 | 12.5% | $263.13万 | 加仓 |
| SHLD | GLOBAL X FDS | $2,125.36万 | 1.05% | 355,947 | 87,989 | 32.8% | $525.38万 | 加仓 |
| GOVT | ISHARES TR | $2,077.89万 | 1.03% | 912,153 | 103,783 | 12.8% | $236.42万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,928.37万 | 0.95% | 517,545 | 22,821 | 4.6% | $85.03万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,920.05万 | 0.95% | 445,384 | -184,478 | -29.3% | -$795.28万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,835.31万 | 0.91% | 24,923 | -2,049 | -7.6% | -$150.89万 | 减仓 |
| MBB | ISHARES TR | $1,826.46万 | 0.90% | 193,235 | 18,116 | 10.3% | $171.23万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,666.72万 | 0.82% | 213,928 | 28,847 | 15.6% | $224.75万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,614.56万 | 0.80% | 338,127 | 41,400 | 14.0% | $197.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,581.91万 | 0.78% | 23,033 | -7,865 | -25.5% | -$540.17万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,569.34万 | 0.77% | 51,773 | 3,856 | 8.0% | $116.88万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $1,496.67万 | 0.74% | 533,574 | 533,574 | — | $1,496.67万 | 新建仓 |
| IVV | ISHARES TR | $1,298.84万 | 0.64% | 17,344 | -1,000 | -5.5% | -$74.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,277.55万 | 0.63% | 63,849 | 4,944 | 8.4% | $98.92万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,267.94万 | 0.63% | 33,991 | -2,046 | -5.7% | -$76.32万 | 减仓 |
| TLH | ISHARES TR | $1,240.85万 | 0.61% | 123,653 | 9,412 | 8.2% | $94.45万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,226.17万 | 0.61% | 40,472 | 10,400 | 34.6% | $315.09万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,137.53万 | 0.56% | 150,646 | 55,939 | 59.1% | $422.40万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,124.43万 | 0.56% | 223,145 | -4,754 | -2.1% | -$23.96万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,030.93万 | 0.51% | 196,968 | -45,387 | -18.7% | -$237.56万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,029.50万 | 0.51% | 243,899 | 24,267 | 11.0% | $102.43万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,010.61万 | 0.50% | 188,565 | 16,387 | 9.5% | $87.83万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $991.18万 | 0.49% | 201,133 | -4,318 | -2.1% | -$21.28万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $985.32万 | 0.49% | 128,464 | 29,884 | 30.3% | $229.21万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $964.65万 | 0.48% | 237,364 | 13,554 | 6.1% | $55.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $954.12万 | 0.47% | 19,068 | -368 | -1.9% | -$18.41万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $849.28万 | 0.42% | 39,915 | 36,883 | 1,216.5% | $784.77万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $816.81万 | 0.40% | 174,495 | 23,694 | 15.7% | $110.91万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $810.87万 | 0.40% | 148,321 | 7,300 | 5.2% | $39.91万 | 加仓 |
| IEF | ISHARES TR | $791.25万 | 0.39% | 83,668 | 63,914 | 323.5% | $604.44万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $785.99万 | 0.39% | 114,027 | 15,925 | 16.2% | $109.77万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $760.02万 | 0.38% | 57,037 | -4,900 | -7.9% | -$65.29万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $750.00万 | 0.37% | 183,958 | 8,606 | 4.9% | $35.09万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $731.39万 | 0.36% | 146,866 | 24,009 | 19.5% | $119.57万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $725.96万 | 0.36% | 211,835 | -11,334 | -5.1% | -$38.84万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $718.24万 | 0.35% | 87,654 | -4,683 | -5.1% | -$38.37万 | 减仓 |
| AMZN | AMAZON COM INC | $681.08万 | 0.34% | 28,576 | 1,793 | 6.7% | $42.73万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $679.98万 | 0.34% | 149,999 | 7,809 | 5.5% | $35.40万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $652.44万 | 0.32% | 158,706 | 8,728 | 5.8% | $35.88万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $650.20万 | 0.32% | 185,163 | 9,859 | 5.6% | $34.62万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $648.36万 | 0.32% | 155,556 | 6,457 | 4.3% | $26.91万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $647.57万 | 0.32% | 153,873 | 6,417 | 4.4% | $27.01万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $642.44万 | 0.32% | 159,971 | 7,004 | 4.6% | $28.13万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $641.03万 | 0.32% | 151,740 | 6,311 | 4.3% | $26.66万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $640.83万 | 0.32% | 155,052 | 6,659 | 4.5% | $27.52万 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $637.70万 | 0.31% | 164,993 | 7,080 | 4.5% | $27.36万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $625.50万 | 0.31% | 164,596 | 7,699 | 4.9% | $29.26万 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $624.69万 | 0.31% | 162,090 | 7,482 | 4.8% | $28.84万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $592.12万 | 0.29% | 7,929 | -1,804 | -18.5% | -$134.72万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $589.87万 | 0.29% | 30,961 | -6,507 | -17.4% | -$123.97万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $565.16万 | 0.28% | 55,973 | 3,235 | 6.1% | $32.66万 | 加仓 |
| SOXX | ISHARES TR | $563.47万 | 0.28% | 8,794 | -1,550 | -15.0% | -$99.32万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $544.82万 | 0.27% | 61,078 | -2,759 | -4.3% | -$24.61万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $537.10万 | 0.27% | 86,476 | -3,972 | -4.4% | -$24.67万 | 减仓 |
| RY | ROYAL BK CDA | $518.42万 | 0.26% | 25,048 | 14 | 0.1% | $2,898 | 加仓 |
| ABBV | ABBVIE INC | $510.35万 | 0.25% | 20,281 | -2,158 | -9.6% | -$54.30万 | 减仓 |
| GOOG | ALPHABET INC | $495.12万 | 0.24% | 14,013 | -541 | -3.7% | -$19.12万 | 减仓 |
| DGRO | ISHARES TR | $485.86万 | 0.24% | 64,106 | 10,300 | 19.1% | $78.06万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $482.78万 | 0.24% | 142,708 | 71,461 | 100.3% | $241.75万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $477.37万 | 0.24% | 12,900 | -6,369 | -33.1% | -$235.69万 | 减仓 |
| IYW | ISHARES TR | $472.43万 | 0.23% | 18,730 | -1,063 | -5.4% | -$26.81万 | 减仓 |
| CAT | CATERPILLAR INC | $428.63万 | 0.21% | 4,025 | -71 | -1.7% | -$7.56万 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $425.72万 | 0.21% | 76,131 | 40,197 | 111.9% | $224.78万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $425.06万 | 0.21% | 133,752 | 74,625 | 126.2% | $237.16万 | 加仓 |
| GOOGL | ALPHABET INC | $422.85万 | 0.21% | 11,832 | 47 | 0.4% | $1.68万 | 加仓 |
| — | GLOBAL X FDS | $419.50万 | 0.21% | 152,047 | 84,758 | 126.0% | $233.85万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $412.62万 | 0.20% | 81,901 | 4,070 | 5.2% | $20.50万 | 加仓 |
| HD | HOME DEPOT INC | $405.96万 | 0.20% | 11,511 | -77 | -0.7% | -$2.72万 | 减仓 |
| AIPO | TIDAL TRUST II | $391.77万 | 0.19% | 117,261 | 67,221 | 134.3% | $224.59万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $390.82万 | 0.19% | 24,632 | 3,220 | 15.0% | $51.09万 | 加仓 |
| IGEB | ISHARES TR | $382.46万 | 0.19% | 84,783 | 27,199 | 47.2% | $122.69万 | 加仓 |
| PAVE | GLOBAL X FDS | $379.74万 | 0.19% | 64,450 | 40,351 | 167.4% | $237.75万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $371.22万 | 0.18% | 65,726 | 39,315 | 148.9% | $222.05万 | 加仓 |
| DTCR | GLOBAL X FDS | $367.92万 | 0.18% | 121,146 | 69,713 | 135.5% | $211.72万 | 加仓 |
| IVW | ISHARES TR | $348.95万 | 0.17% | 25,373 | 96 | 0.4% | $1.32万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $346.73万 | 0.17% | 18,719 | 16,660 | 809.1% | $308.59万 | 加仓 |
| AVGO | BROADCOM INC | $340.71万 | 0.17% | 9,020 | 992 | 12.4% | $37.47万 | 加仓 |
| BIL | SPDR SERIES TRUST | $333.19万 | 0.16% | 36,358 | -32,347 | -47.1% | -$296.43万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $331.61万 | 0.16% | 129,940 | -6,169 | -4.5% | -$15.74万 | 减仓 |
| ICOP | ISHARES TR | $331.08万 | 0.16% | 67,251 | 42,635 | 173.2% | $209.89万 | 加仓 |
| SYSB | ISHARES TR | $322.90万 | 0.16% | 36,397 | 2,506 | 7.4% | $22.23万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $322.76万 | 0.16% | 33,450 | 26,074 | 353.5% | $251.59万 | 加仓 |
| SETM | SPROTT FDS TR | $321.44万 | 0.16% | 103,159 | 66,644 | 182.5% | $207.66万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $318.32万 | 0.16% | 93,983 | -48,931 | -34.2% | -$165.73万 | 减仓 |