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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 13F 持仓明细(2026-03-31) · 小隐寺数据中心
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
报告期 2026-03-31 · CIK 0001965756
持仓数
403
前50大市值合计
$1.29B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 24
增持 82
减持 28
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$46.0M
3,534,905
+95%
增持
DFAX
DIMENSIONAL ETF TRUST
+$35.4M
2,765,564
+110%
增持
SPYM
SPDR SER TR
+$22.8M
995,676
+78%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
ESGU
ISHARES TR
+$19.2M
401,884
+98%
建仓
QUAL
ISHARES TR
+$18.6M
149,930
增持
DFUS
DIMENSIONAL ETF TRUST
+$16.3M
698,079
+97%
增持
ESGE
ISHARES INC
+$12.0M
460,972
+462%
增持
VUG
VANGUARD INDEX FDS
+$11.6M
81,761
+97%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$11.2M
463,245
+100%
增持
VTV
VANGUARD INDEX FDS
+$9.3M
143,048
+92%
增持
IYW
ISHARES TR
+$7.3M
115,194
+150%
增持
SPY
SPDR S&P 500 ETF TR
+$6.6M
17,563
+956%
增持
QQQ
INVESCO QQQ TR
+$5.9M
20,628
+658%
增持
SPDW
SPDR INDEX SHS FDS
+$5.6M
345,367
+87%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$5.3M
69,087
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$5.0M
110,401
+283%
建仓
FLOT
ISHARES TR
+$4.6M
91,587
增持
VOE
VANGUARD INDEX FDS
+$4.3M
35,933
+773%
建仓
DGRO
ISHARES TR
+$3.9M
78,735
建仓
EFA
ISHARES TR
+$3.9M
54,735
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.6M
183,630
+89%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$3.6M
10,884
建仓
VAW
VANGUARD WORLD FDS
+$3.5M
19,908
增持
SPAB
SPDR SER TR
+$3.4M
210,053
+160%
增持
VTEB
VANGUARD MUN BD FDS
+$3.2M
134,965
+84%
增持
AAPL
APPLE INC
+$3.1M
83,439
+2%
清仓
EEMV
ISHARES INC
-$3.1M
0
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$3.1M
112,243
+120%
增持
VBR
VANGUARD INDEX FDS
+$3.0M
25,100
+320%
增持
BSV
VANGUARD BD INDEX FDS
+$2.9M
64,828
+137%
增持
VB
VANGUARD INDEX FDS
+$2.5M
25,219
+102%
增持
MBB
ISHARES TR
+$2.1M
27,455
+434%
增持
TLH
ISHARES TR
+$2.1M
28,468
+156%
减持
XLE
SELECT SECTOR SPDR TR
-$1.9M
9,052
-70%
清仓
MTUM
ISHARES TR
-$1.8M
0
-100%
增持
IVV
ISHARES TR
+$1.7M
9,652
+67%
增持
UJUL
INNOVATOR ETFS TR
+$1.7M
169,459
+51%
增持
UJAN
INNOVATOR ETFS TR
+$1.7M
106,010
+92%
增持
UOCT
INNOVATOR ETFS TR
+$1.6M
111,994
+98%
建仓
SHY
ISHARES TR
+$1.6M
19,678
增持
UNOV
INNOVATOR ETFS TR
+$1.6M
107,704
+98%
增持
USEP
INNOVATOR ETFS TR
+$1.6M
118,565
+90%
增持
UDEC
INNOVATOR ETFS TR
+$1.6M
109,087
+95%
增持
UMAR
INNOVATOR ETFS TR
+$1.6M
109,844
+95%
增持
UJUN
INNOVATOR ETFS TR
+$1.6M
215,238
+32%
增持
UMAY
INNOVATOR ETFS TR
+$1.5M
117,457
+91%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.5M
54,887
+142%
增持
UFEB
INNOVATOR ETFS TR
+$1.5M
114,858
+98%
增持
UAUG
INNOVATOR ETFS TR
+$1.5M
120,661
+78%
增持
UAPR
INNOVATOR ETFS TR
+$1.5M
126,819
+88%
增持
BLV
VANGUARD BD INDEX FDS
+$1.4M
37,239
+90%
增持
IFRA
ISHARES TR
+$1.3M
63,267
+124%
增持
BIV
VANGUARD BD INDEX FDS
+$1.3M
46,005
+54%
清仓
SPSM
SPDR SER TR
-$1.2M
0
-100%
建仓
EMB
ISHARES TR
+$1.2M
13,873
建仓
IYH
ISHARES TR
+$1.1M
4,132
减持
IYE
ISHARES TR
-$1.1M
11,345
-66%
建仓
IUSB
ISHARES TR
+$906.9K
19,651
增持
BALT
INNOVATOR ETFS TR
+$897.1K
48,729
+201%
增持
EFG
ISHARES TR
+$837.4K
12,323
+226%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$812.9K
16,118
+309%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$768.8K
37,957
+94%
增持
SPTM
SPDR SER TR
+$721.7K
38,433
+49%
建仓
IEMG
ISHARES INC
+$653.8K
13,401
增持
MSFT
MICROSOFT CORP
+$603.8K
7,023
+19%
增持
MEAR
ISHARES U S ETF TR
+$602.8K
28,664
+72%
增持
SPSB
SPDR SER TR
+$582.8K
37,730
+107%
建仓
AVUV
AMERICAN CENTY ETF TR
+$566.5K
7,650
增持
XLV
SELECT SECTOR SPDR TR
+$552.5K
6,339
+221%
清仓
COMT
ISHARES U S ETF TR
-$525.4K
0
-100%
增持
EFV
ISHARES TR
+$479.6K
17,166
+123%
增持
MUB
ISHARES TR
+$443.4K
6,936
+141%
建仓
SPTS
SPDR SER TR
+$427.8K
14,637
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$405.5K
15,562
-32%
增持
META
META PLATFORMS INC
+$397.3K
4,229
+11%
清仓
ICVT
ISHARES TR
-$371.5K
0
-100%
减持
NSC
NORFOLK SOUTHN CORP
-$364.7K
3,437
-23%
增持
TSLA
TESLA INC
+$362.8K
3,779
+11%
建仓
USMV
ISHARES TR
+$357.5K
4,914
增持
AMZN
AMAZON COM INC
+$353.6K
13,323
+9%
减持
SOXX
ISHARES TR
+$347.8K
4,091
-3%
减持
IHI
ISHARES TR
-$344.4K
21,803
-25%
增持
BIL
SPDR SER TR
+$343.6K
6,735
+124%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$343.1K
0
-100%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$337.0K
10,456
减持
TILT
FLEXSHARES TR
-$332.7K
5,513
-32%
建仓
SCHF
SCHWAB STRATEGIC TR
+$315.3K
9,059
清仓
IMCG
ISHARES TR
-$294.5K
0
-100%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$291.1K
10,623
+123%
建仓
NVDA
NVIDIA CORPORATION
+$283.6K
1,021
清仓
IGM
ISHARES TR
-$281.3K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$277.2K
5,813
-37%
清仓
FLRN
SPDR SER TR
-$276.1K
0
-100%
建仓
GOVT
ISHARES TR
+$270.7K
11,578
增持
IYY
ISHARES TR
+$270.4K
4,997
+103%
清仓
SPIP
SPDR SER TR
-$248.2K
0
-100%
减持
TLTD
FLEXSHARES TR
-$239.9K
8,571
-35%
清仓
TDSC
EXCHANGE LISTED FDS TR
-$237.2K
0
-100%
建仓
SCHE
SCHWAB STRATEGIC TR
+$236.6K
9,651
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$226.4K
0
-100%
清仓
CI
CIGNA CORP NEW
-$225.6K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$223.7K
2,340
建仓
AXP
AMERICAN EXPRESS CO
+$223.0K
1,352
减持
HD
HOME DEPOT INC
-$221.3K
10,516
-0%
清仓
XLP
SELECT SECTOR SPDR TR
-$217.0K
0
-100%
建仓
HEDJ
WISDOMTREE TR
+$214.8K
2,613
清仓
APD
AIR PRODS & CHEMS INC
-$209.3K
0
-100%
清仓
AMGN
AMGEN INC
-$206.7K
0
-100%
增持
VGT
VANGUARD WORLD FDS
+$181.7K
1,477
+22%
增持
EWT
ISHARES INC
+$179.7K
18,998
+12%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$176.5K
3,415
+40%
建仓
REAX
THE REAL BROKERAGE INC
+$166.9K
137,920
减持
VYM
VANGUARD WHITEHALL FDS
-$163.5K
8,297
-13%
减持
ITOT
ISHARES TR
-$150.9K
7,566
-23%
减持
IJH
ISHARES TR
-$146.2K
2,742
-20%
增持
EWL
ISHARES INC
+$143.8K
21,304
+9%
增持
ABT
ABBOTT LABS
-$135.4K
17,307
+1%
增持
—
EXXON MOBIL CORP
+$128.5K
7,092
+20%
增持
VDC
VANGUARD WORLD FDS
+$124.0K
2,238
+39%
减持
SPYV
SPDR SER TR
-$112.8K
13,004
-21%
减持
TLTE
FLEXSHARES TR
-$108.0K
5,306
-33%
增持
VOO
VANGUARD INDEX FDS
+$101.8K
1,516
+14%
增持
PFE
PFIZER INC
-$99.1K
10,110
+1%
增持
GOOGL
ALPHABET INC
+$98.9K
3,326
+19%
增持
JNJ
JOHNSON & JOHNSON
-$92.7K
4,994
+2%
增持
VV
VANGUARD INDEX FDS
+$88.6K
4,981
+3%
增持
—
CEDAR FAIR L P
+$87.2K
10,936
+10%
增持
STIP
ISHARES TR
+$79.1K
18,498
+2%
减持
IXN
ISHARES TR
-$69.8K
31,065
-21%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$69.0K
2,680
+3%
增持
SLYV
SPDR SER TR
+$68.9K
11,000
+6%
减持
BA
BOEING CO
+$68.8K
3,232
-0%
减持
VXUS
VANGUARD STAR FDS
-$68.7K
5,161
-25%
减持
VHT
VANGUARD WORLD FDS
-$67.3K
2,862
-5%
增持
IWV
ISHARES TR
+$66.6K
1,248
+21%
减持
XLK
SELECT SECTOR SPDR TR
+$63.3K
2,798
-3%
增持
WMT
WALMART INC
+$62.1K
5,866
+4%
减持
UPS
UNITED PARCEL SERVICE INC
+$58.3K
2,993
-0%
减持
VTI
VANGUARD INDEX FDS
-$57.5K
7,089
-10%
增持
HON
HONEYWELL INTL INC
-$56.7K
2,538
+0%
减持
NEE
NEXTERA ENERGY INC
-$56.0K
7,350
-1%
增持
—
CARNIVAL CORP
+$53.2K
22,580
+3%
减持
AFL
AFLAC INC
-$50.5K
6,754
-0%
减持
QCOM
QUALCOMM INC
+$50.1K
2,945
-1%
减持
IYK
ISHARES TR
-$49.2K
4,204
-4%
增持
BCI
ABRDN ETFS
+$47.3K
18,191
+21%
增持
MLPX
GLOBAL X FDS
+$42.3K
10,725
+13%
增持
SPEM
SPDR INDEX SHS FDS
+$40.9K
19,533
+3%
减持
SPYG
SPDR SER TR
-$40.2K
12,927
-13%
减持
DIS
DISNEY WALT CO
+$39.3K
2,970
-0%
