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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $1.79亿 | 10.21% | 2,343,557 | 599,319 | 34.4% | $4,587.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.11亿 | 6.32% | 2,858,739 | 32,330 | 1.1% | $125.63万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $7,256.58万 | 4.13% | 2,256,891 | 2,256,891 | — | $7,256.58万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,876.22万 | 3.35% | 917,014 | 49,182 | 5.7% | $315.16万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $5,874.95万 | 3.34% | 1,009,789 | 37,283 | 3.8% | $216.91万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,447.87万 | 3.10% | 124,725 | 12,589 | 11.2% | $549.88万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4,812.96万 | 2.74% | 1,416,825 | -119,916 | -7.8% | -$407.35万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $4,724.33万 | 2.69% | 240,791 | 18,605 | 8.4% | $365.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,446.49万 | 1.96% | 478,148 | 15,271 | 3.3% | $110.07万 | 加仓 |
| IVE | ISHARES TR | $3,300.69万 | 1.88% | 156,320 | -67,627 | -30.2% | -$1,427.94万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $3,116.82万 | 1.77% | 945,924 | 281,299 | 42.3% | $926.88万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3,075.71万 | 1.75% | 314,137 | 17,794 | 6.0% | $174.22万 | 加仓 |
| IEMG | ISHARES INC | $2,958.48万 | 1.68% | 424,155 | -350,509 | -45.2% | -$2,444.80万 | 减仓 |
| QUAL | ISHARES TR | $2,749.20万 | 1.57% | 143,329 | 9,666 | 7.2% | $185.40万 | 加仓 |
| AAPL | APPLE INC | $2,658.72万 | 1.51% | 104,760 | -4,708 | -4.3% | -$119.48万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,624.25万 | 1.49% | 546,149 | 87,236 | 19.0% | $419.17万 | 加仓 |
| TFLO | ISHARES TR | $2,501.58万 | 1.42% | 494,090 | 81,394 | 19.7% | $412.10万 | 加仓 |
| MTUM | ISHARES TR | $2,490.67万 | 1.42% | 103,782 | 6,094 | 6.2% | $146.25万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $2,281.36万 | 1.30% | 629,862 | 61,807 | 10.9% | $223.86万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,900.09万 | 1.08% | 351,544 | 29,334 | 9.1% | $158.55万 | 加仓 |
| SHLD | GLOBAL X FDS | $1,898.22万 | 1.08% | 267,958 | 101,865 | 61.3% | $721.61万 | 加仓 |
| GOVT | ISHARES TR | $1,851.98万 | 1.05% | 808,370 | 808,370 | — | $1,851.98万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $1,846.33万 | 1.05% | 30,898 | 304 | 1.0% | $18.17万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,757.76万 | 1.00% | 494,724 | -76,201 | -13.3% | -$270.74万 | 减仓 |
| MBB | ISHARES TR | $1,662.75万 | 0.95% | 175,119 | 26,915 | 18.2% | $255.56万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,556.75万 | 0.89% | 26,972 | -1,672 | -5.8% | -$96.50万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,451.22万 | 0.83% | 185,081 | 23,773 | 14.7% | $186.40万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,420.73万 | 0.81% | 296,727 | 12,841 | 4.5% | $61.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,333.98万 | 0.76% | 36,037 | 1,064 | 3.0% | $39.39万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,258.55万 | 0.72% | 242,355 | -43,156 | -15.1% | -$224.11万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,255.03万 | 0.71% | 47,917 | 2,725 | 6.0% | $71.37万 | 加仓 |
| IVV | ISHARES TR | $1,198.27万 | 0.68% | 18,344 | 4,212 | 29.8% | $275.14万 | 加仓 |
| TLH | ISHARES TR | $1,150.63万 | 0.66% | 114,241 | 11,275 | 11.0% | $113.56万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,040.36万 | 0.59% | 227,899 | -139,539 | -38.0% | -$636.99万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,027.29万 | 0.58% | 58,905 | 1,403 | 2.4% | $24.47万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $931.35万 | 0.53% | 19,436 | -838 | -4.1% | -$40.16万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $927.28万 | 0.53% | 219,632 | 16,663 | 8.2% | $70.35万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $903.08万 | 0.51% | 172,178 | 14,917 | 9.5% | $78.24万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $873.99万 | 0.50% | 205,451 | 1,080 | 0.5% | $4.59万 | 加仓 |
| IAU | ISHARES GOLD TR | $834.94万 | 0.48% | 94,707 | -93,936 | -49.8% | -$828.14万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $773.26万 | 0.44% | 223,810 | -23,678 | -9.6% | -$81.81万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $763.42万 | 0.43% | 141,021 | 12,160 | 9.4% | $65.83万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $760.84万 | 0.43% | 98,580 | 19,513 | 24.7% | $150.60万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $746.83万 | 0.43% | 223,169 | 65,543 | 41.6% | $219.34万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $714.56万 | 0.41% | 30,072 | -36,586 | -54.9% | -$869.35万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $708.01万 | 0.40% | 150,801 | 16,918 | 12.6% | $79.43万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $686.13万 | 0.39% | 61,937 | -3,088 | -4.7% | -$34.21万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $674.75万 | 0.38% | 98,102 | 13,983 | 16.6% | $96.18万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $671.55万 | 0.38% | 175,352 | 10,115 | 6.1% | $38.74万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $654.76万 | 0.37% | 92,337 | -2,761 | -2.9% | -$19.58万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $632.96万 | 0.36% | 9,733 | -685 | -6.6% | -$44.55万 | 减仓 |
| BIL | SPDR SERIES TRUST | $629.61万 | 0.36% | 68,705 | 369 | 0.5% | $3.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $618.18万 | 0.35% | 19,269 | 328 | 1.7% | $10.52万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $604.45万 | 0.34% | 142,190 | 7,637 | 5.7% | $32.46万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $589.47万 | 0.34% | 122,857 | 25,978 | 26.8% | $124.64万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $584.99万 | 0.33% | 175,304 | 11,667 | 7.1% | $38.93万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $580.15万 | 0.33% | 147,456 | 8,373 | 6.0% | $32.94万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $579.10万 | 0.33% | 149,099 | 7,637 | 5.4% | $29.66万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $577.93万 | 0.33% | 145,429 | 8,023 | 5.8% | $31.88万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $577.65万 | 0.33% | 156,897 | 9,227 | 6.2% | $33.97万 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $575.75万 | 0.33% | 154,608 | 8,898 | 6.1% | $33.14万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $573.82万 | 0.33% | 148,393 | 8,426 | 6.0% | $32.58万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $573.52万 | 0.33% | 149,978 | 9,931 | 7.1% | $37.98万 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $573.22万 | 0.33% | 157,913 | 6,432 | 4.2% | $23.35万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $570.10万 | 0.32% | 152,967 | 8,937 | 6.2% | $33.31万 | 加仓 |
| AMZN | AMAZON COM INC | $557.80万 | 0.32% | 26,783 | -529 | -1.9% | -$11.02万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $541.59万 | 0.31% | 63,837 | 1,017 | 1.6% | $8.63万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $527.06万 | 0.30% | 52,738 | 15,497 | 41.6% | $154.88万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $497.95万 | 0.28% | 37,468 | 6,941 | 22.7% | $92.25万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $489.63万 | 0.28% | 33,060 | -11,353 | -25.6% | -$168.14万 | 减仓 |
| ABBV | ABBVIE INC | $488.03万 | 0.28% | 22,439 | 2,117 | 10.4% | $46.04万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $463.90万 | 0.26% | 142,914 | -61,986 | -30.3% | -$201.21万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $453.32万 | 0.26% | 90,448 | -131 | -0.1% | -$6,566 | 减仓 |
| SPMD | SPDR SERIES TRUST | $452.96万 | 0.26% | 76,488 | 76,488 | — | $452.96万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $451.04万 | 0.26% | 93,343 | 93,343 | — | $451.04万 | 新建仓 |
| — | EXXON MOBIL CORP | $450.89万 | 0.26% | 26,576 | 3,364 | 14.5% | $57.07万 | 加仓 |
| GLD | SPDR GOLD TR | $437.46万 | 0.25% | 10,167 | -3,449 | -25.3% | -$148.40万 | 减仓 |
| GOOG | ALPHABET INC | $417.48万 | 0.24% | 14,554 | 4,152 | 39.9% | $119.10万 | 加仓 |
| RY | ROYAL BK CDA | $405.00万 | 0.23% | 25,034 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $391.80万 | 0.22% | 77,831 | 11,620 | 17.5% | $58.50万 | 加仓 |
| HD | HOME DEPOT INC | $381.11万 | 0.22% | 11,588 | -177 | -1.5% | -$5.82万 | 减仓 |
| DGRO | ISHARES TR | $377.61万 | 0.21% | 53,806 | 1,722 | 3.3% | $12.08万 | 加仓 |
| USFR | WISDOMTREE TR | $377.59万 | 0.21% | 75,007 | 52,950 | 240.1% | $266.55万 | 加仓 |
| IYW | ISHARES TR | $359.09万 | 0.20% | 19,793 | -12,123 | -38.0% | -$219.94万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $348.71万 | 0.20% | 136,109 | -60,038 | -30.6% | -$153.82万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $346.34万 | 0.20% | 3,476 | 907 | 35.3% | $90.37万 | 加仓 |
| EFV | ISHARES TR | $344.91万 | 0.20% | 46,390 | -9,658 | -17.2% | -$71.81万 | 减仓 |
| SOXX | ISHARES TR | $339.98万 | 0.19% | 10,344 | -11,959 | -53.6% | -$393.06万 | 减仓 |
| GOOGL | ALPHABET INC | $338.89万 | 0.19% | 11,785 | -1,287 | -9.8% | -$37.01万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $335.55万 | 0.19% | 70,009 | 11,578 | 19.8% | $55.49万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $319.39万 | 0.18% | 61,617 | 14,926 | 32.0% | $77.37万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $313.93万 | 0.18% | 21,412 | 8,575 | 66.8% | $125.72万 | 加仓 |
| SYSB | ISHARES TR | $301.63万 | 0.17% | 33,891 | 4,856 | 16.7% | $43.22万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $296.93万 | 0.17% | 60,685 | 13,640 | 29.0% | $66.74万 | 加仓 |
| MLPX | GLOBAL X FDS | $294.28万 | 0.17% | 39,800 | 32,374 | 436.0% | $239.37万 | 加仓 |
| CAT | CATERPILLAR INC | $290.16万 | 0.17% | 4,096 | -144 | -3.4% | -$10.20万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $289.21万 | 0.16% | 47,210 | 31,085 | 192.8% | $190.43万 | 加仓 |
| IVW | ISHARES TR | $285.90万 | 0.16% | 25,277 | -4,709 | -15.7% | -$53.26万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $280.08万 | 0.16% | 11,458 | -434 | -3.6% | -$10.61万 | 减仓 |
| MUB | ISHARES TR | $267.16万 | 0.15% | 25,168 | 8,861 | 54.3% | $94.06万 | 加仓 |