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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 35
增持 71
减持 38
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$9.1M
1,094,050
+10%
增持
DFAC
DIMENSIONAL ETF TRUST
+$8.2M
3,619,379
+2%
增持
ESGU
ISHARES TR
+$6.4M
439,025
+9%
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
VUG
VANGUARD INDEX FDS
+$4.8M
89,061
+9%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$4.4M
11,254
-84%
建仓
MINT
PIMCO ETF TR
+$4.1M
41,104
增持
QUAL
ISHARES TR
+$4.1M
168,143
+12%
减持
VBR
VANGUARD INDEX FDS
-$3.5M
2,699
-89%
建仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$3.4M
32,191
减持
VOE
VANGUARD INDEX FDS
-$3.4M
10,435
-71%
减持
SPY
SPDR S&P 500 ETF TR
-$3.2M
8,912
-49%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.2M
522,730
+13%
增持
AAPL
APPLE INC
+$3.2M
87,207
+5%
减持
DFAX
DIMENSIONAL ETF TRUST
-$3.1M
2,602,364
-6%
增持
IYW
ISHARES TR
+$3.0M
125,908
+9%
增持
VTV
VANGUARD INDEX FDS
+$2.5M
156,945
+10%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$2.0M
50,262
+373%
增持
IJH
ISHARES TR
+$1.8M
9,613
+251%
减持
QQQ
INVESCO QQQ TR
-$1.7M
13,380
-35%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$1.7M
4,784
增持
ESGE
ISHARES INC
+$1.6M
509,807
+11%
建仓
IVW
ISHARES TR
+$1.5M
21,845
增持
SPSB
SPDR SER TR
+$1.4M
86,564
+129%
建仓
VEEV
VEEVA SYS INC
+$1.4M
6,859
减持
VTEB
VANGUARD MUN BD FDS
-$1.2M
112,170
-17%
增持
IVV
ISHARES TR
+$1.2M
11,579
+20%
建仓
IJR
ISHARES TR
+$1.2M
11,669
建仓
IVE
ISHARES TR
+$1.1M
7,078
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.0M
22,849
增持
SPDW
SPDR INDEX SHS FDS
+$914.9K
369,025
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$911.9K
204,784
+12%
建仓
AGG
ISHARES TR
+$858.8K
8,768
建仓
LQD
ISHARES TR
+$856.1K
7,917
增持
VB
VANGUARD INDEX FDS
+$845.6K
28,289
+12%
建仓
XLY
SELECT SECTOR SPDR TR
+$844.3K
4,972
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$810.8K
122,588
+11%
减持
UJUN
INNOVATOR ETFS TR
-$810.1K
179,224
-17%
增持
BIL
SPDR SER TR
+$760.5K
15,017
+123%
建仓
SO
SOUTHERN CO
+$751.4K
10,696
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$705.4K
51,851
增持
AMZN
AMAZON COM INC
+$689.4K
15,846
+19%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$666.2K
12,466
+15%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$604.3K
22,118
增持
SPAB
SPDR SER TR
+$586.4K
236,645
+13%
建仓
ALL
ALLSTATE CORP
+$566.0K
5,191
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$558.3K
14,700
建仓
DSEP
FIRST TR EXCHNG TRADED FD VI
+$534.2K
15,615
减持
DFUS
DIMENSIONAL ETF TRUST
+$526.3K
654,936
-6%
建仓
GOOG
ALPHABET INC
+$517.7K
4,282
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$515.5K
6,849
-56%
增持
SPTM
SPDR SER TR
+$491.9K
44,638
+16%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$482.3K
18,174
增持
MSFT
MICROSOFT CORP
+$454.2K
7,280
+4%
减持
TILT
FLEXSHARES TR
-$440.0K
2,519
-54%
增持
TSLA
TESLA INC
+$439.2K
4,679
+24%
清仓
BEN
FRANKLIN RESOURCES INC
-$426.0K
0
-100%
增持
IFRA
ISHARES TR
+$422.3K
71,222
+13%
增持
MS
MORGAN STANLEY
+$396.4K
7,966
+146%
清仓
SCHX
SCHWAB STRATEGIC TR
-$385.5K
0
-100%
建仓
HYG
ISHARES TR
+$377.3K
5,029
建仓
IWR
ISHARES TR
+$373.8K
5,118
减持
FLOT
ISHARES TR
-$355.7K
83,812
-8%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$353.8K
0
-100%
增持
EFG
ISHARES TR
+$353.4K
15,801
+28%
减持
TLTD
FLEXSHARES TR
-$349.8K
3,121
-64%
增持
MBB
ISHARES TR
+$339.8K
31,531
+15%
增持
TLH
ISHARES TR
+$331.3K
32,428
+14%
减持
BIV
VANGUARD BD INDEX FDS
-$327.3K
42,575
-7%
增持
GOOGL
ALPHABET INC
+$326.2K
5,609
+69%
建仓
NFLX
NETFLIX INC
+$316.3K
718
增持
VV
VANGUARD INDEX FDS
+$297.4K
6,057
+22%
增持
ABBV
ABBVIE INC
-$292.6K
17,662
+5%
建仓
V
VISA INC
+$291.4K
1,227
清仓
VXUS
VANGUARD STAR FDS
-$284.9K
0
-100%
增持
IEMG
ISHARES INC
+$283.4K
19,013
+42%
建仓
MPC
MARATHON PETE CORP
+$278.6K
2,389
增持
SOXX
ISHARES TR
+$277.4K
4,137
+1%
建仓
COP
CONOCOPHILLIPS
+$274.3K
2,647
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$270.4K
4,969
减持
UOCT
INNOVATOR ETFS TR
-$268.1K
97,974
-13%
减持
EFA
ISHARES TR
-$264.3K
50,350
-8%
增持
HD
HOME DEPOT INC
+$263.8K
10,840
+3%
清仓
TLTE
FLEXSHARES TR
-$260.5K
0
-100%
建仓
AVGO
BROADCOM INC
+$255.9K
295
减持
UJAN
INNOVATOR ETFS TR
-$252.2K
92,998
-12%
减持
UMAR
INNOVATOR ETFS TR
-$248.7K
96,675
-12%
减持
IXN
ISHARES TR
+$242.9K
31,060
-0%
减持
UMAY
INNOVATOR ETFS TR
-$241.5K
103,994
-11%
增持
ITOT
ISHARES TR
+$238.6K
9,441
+25%
建仓
NUE
NUCOR CORP
+$232.9K
1,420
减持
VTI
VANGUARD INDEX FDS
-$231.6K
5,516
-22%
减持
UFEB
INNOVATOR ETFS TR
-$226.3K
101,402
-12%
减持
UAPR
INNOVATOR ETFS TR
-$225.6K
112,689
-11%
增持
EFV
ISHARES TR
+$225.0K
21,619
+26%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$223.1K
40,813
+8%
建仓
CSCO
CISCO SYS INC
+$221.9K
4,288
建仓
IGM
ISHARES TR
+$216.0K
549
建仓
AMGN
AMGEN INC
+$213.4K
961
建仓
APD
AIR PRODS & CHEMS INC
+$213.0K
711
增持
IUSB
ISHARES TR
+$212.1K
24,618
+25%
减持
UNOV
INNOVATOR ETFS TR
-$210.9K
94,546
-12%
建仓
IMCG
ISHARES TR
+$206.5K
3,389
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$203.4K
1,252
减持
UDEC
INNOVATOR ETFS TR
-$201.9K
96,322
-12%
建仓
PRU
PRUDENTIAL FINL INC
+$201.8K
2,288
增持
NVDA
NVIDIA CORPORATION
+$200.8K
1,145
+12%
增持
VYM
VANGUARD WHITEHALL FDS
+$192.4K
10,027
+21%
增持
IYY
ISHARES TR
+$191.3K
6,383
+28%
减持
USEP
INNOVATOR ETFS TR
-$189.2K
104,790
-12%
增持
AVUV
AMERICAN CENTY ETF TR
+$185.6K
9,691
+27%
增持
MUB
ISHARES TR
+$181.6K
8,705
+26%
增持
SLYV
SPDR SER TR
+$179.0K
13,174
+20%
减持
UAUG
INNOVATOR ETFS TR
-$177.3K
107,067
-11%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$172.5K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$169.9K
67,863
+5%
增持
ABT
ABBOTT LABS
+$165.5K
17,593
+2%
增持
EWT
ISHARES INC
+$163.5K
21,793
+15%
增持
USMV
ISHARES TR
+$160.1K
6,962
+42%
减持
SPEM
SPDR INDEX SHS FDS
-$159.9K
14,740
-25%
增持
XLE
SELECT SECTOR SPDR TR
+$157.8K
11,182
+24%
增持
VGT
VANGUARD WORLD FDS
+$149.6K
1,626
+10%
增持
SHY
ISHARES TR
+$148.0K
21,765
+11%
增持
IYH
ISHARES TR
+$146.2K
4,546
+10%
增持
XLK
SELECT SECTOR SPDR TR
+$145.0K
3,264
+17%
减持
SDY
SPDR SER TR
-$140.6K
1,895
-37%
增持
MEAR
ISHARES U S ETF TR
+$140.4K
31,515
+10%
增持
MCD
MCDONALDS CORP
+$137.3K
1,866
+24%
增持
IHI
ISHARES TR
+$133.3K
23,207
+6%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$127.4K
114,940
+2%
减持
UJUL
INNOVATOR ETFS TR
-$127.0K
154,699
-9%
减持
REAX
THE REAL BROKERAGE INC
-$125.2K
21,840
-84%
增持
EWL
ISHARES INC
+$120.9K
23,509
+10%
减持
VNQ
VANGUARD INDEX FDS
-$120.7K
4,332
-25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$111.9K
3,079
+1%
减持
GIS
GENERAL MLS INC
-$108.3K
4,097
-17%
增持
VOT
VANGUARD INDEX FDS
+$100.5K
2,087
+24%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$99.9K
57,728
+5%
增持
EMB
ISHARES TR
+$99.3K
14,980
+8%
增持
GOVT
ISHARES TR
+$98.3K
16,111
+39%
增持
XLV
SELECT SECTOR SPDR TR
+$95.6K
6,903
+9%
增持
DFIV
DIMENSIONAL ETF TRUST
+$95.2K
13,155
+26%
减持
SPYG
SPDR SER TR
-$94.9K
10,175
-21%
增持
BALT
INNOVATOR ETFS TR
+$90.2K
50,811
+4%
减持
IYE
ISHARES TR
-$88.9K
9,510
-16%
减持
VAW
VANGUARD WORLD FDS
-$87.5K
18,973
-5%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$86.1K
17,977
+12%
减持
META
META PLATFORMS INC
+$85.9K
3,276
-23%
增持
BLV
VANGUARD BD INDEX FDS
+$83.8K
39,213
+5%
减持
SUB
ISHARES TR
-$79.8K
5,307
-12%
增持
CVX
CHEVRON CORP NEW
+$75.0K
2,971
+23%
