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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 29
增持 56
减持 43
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$17.0M
1,472,541
+35%
增持
BIL
SPDR SER TR
+$11.8M
143,771
+857%
增持
VUG
VANGUARD INDEX FDS
+$8.0M
121,867
+37%
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
VEA
VANGUARD TAX-MANAGED FDS
+$7.7M
728,431
+39%
增持
VTV
VANGUARD INDEX FDS
+$6.4M
207,743
+32%
减持
ESGU
ISHARES TR
-$6.3M
388,801
-11%
增持
BALT
INNOVATOR ETFS TR
+$5.5M
248,992
+390%
减持
IYW
ISHARES TR
-$5.0M
83,076
-34%
减持
SPAB
SPDR SER TR
-$4.8M
50,699
-79%
建仓
TFLO
ISHARES TR
+$4.5M
88,552
增持
IVW
ISHARES TR
+$4.4M
87,069
+299%
清仓
MINT
PIMCO ETF TR
-$4.1M
0
-100%
建仓
PSX
PHILLIPS 66
+$4.0M
33,482
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.8M
62,278
+453%
建仓
SPMD
SPDR SER TR
+$3.7M
84,113
增持
COP
CONOCOPHILLIPS
+$3.6M
32,513
+1128%
清仓
TLH
ISHARES TR
-$3.6M
0
-100%
清仓
VAW
VANGUARD WORLD FDS
-$3.5M
0
-100%
清仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$3.4M
0
-100%
减持
QUAL
ISHARES TR
-$3.4M
146,082
-13%
建仓
TLT
ISHARES TR
+$3.3M
37,672
建仓
MGK
VANGUARD WORLD FD
+$3.1M
13,817
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$3.1M
3,465
-72%
减持
ESGE
ISHARES INC
-$3.1M
431,361
-15%
减持
UJUN
INNOVATOR ETFS TR
-$3.0M
73,974
-59%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.9M
62,382
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.5M
276,935
+35%
减持
AAPL
APPLE INC
-$2.1M
86,274
-1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.8M
155,937
+36%
增持
BSV
VANGUARD BD INDEX FDS
+$1.8M
92,368
+36%
增持
VB
VANGUARD INDEX FDS
+$1.8M
39,240
+39%
清仓
SHY
ISHARES TR
-$1.8M
0
-100%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$1.7M
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$1.6M
103,199
-16%
减持
UMAR
INNOVATOR ETFS TR
-$1.3M
52,386
-46%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
12,381
+39%
减持
UNOV
INNOVATOR ETFS TR
-$1.3M
51,818
-45%
减持
UDEC
INNOVATOR ETFS TR
-$1.3M
53,645
-44%
减持
USEP
INNOVATOR ETFS TR
-$1.3M
59,538
-43%
减持
UFEB
INNOVATOR ETFS TR
-$1.3M
55,893
-45%
减持
UMAY
INNOVATOR ETFS TR
-$1.3M
59,383
-43%
减持
UAUG
INNOVATOR ETFS TR
-$1.3M
63,672
-41%
增持
VTEB
VANGUARD MUN BD FDS
+$1.2M
142,943
+27%
增持
IVV
ISHARES TR
+$1.2M
14,903
+29%
减持
IJH
ISHARES TR
-$1.2M
5,428
-44%
清仓
IVE
ISHARES TR
-$1.1M
0
-100%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$1.1M
27,796
-45%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.0M
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
-$999.9K
3,712,452
+3%
建仓
SPIP
SPDR SER TR
+$995.8K
40,086
增持
LQD
ISHARES TR
+$964.1K
17,841
+125%
减持
IJR
ISHARES TR
-$857.9K
3,233
-72%
减持
EFA
ISHARES TR
-$823.8K
41,013
-19%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$811.9K
79,186
+37%
增持
DFUS
DIMENSIONAL ETF TRUST
-$709.8K
662,339
+1%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$705.4K
0
-100%
减持
FLOT
ISHARES TR
-$628.0K
71,355
-15%
减持
QQQ
INVESCO QQQ TR
-$627.3K
12,046
-10%
清仓
DFAI
DIMENSIONAL ETF TRUST
-$604.3K
0
-100%
减持
AGG
ISHARES TR
-$595.6K
2,799
-68%
建仓
PAVE
GLOBAL X FDS
+$572.0K
18,827
建仓
XLB
SELECT SECTOR SPDR TR
+$556.3K
7,082
增持
EFV
ISHARES TR
+$536.4K
32,586
+51%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$526.7K
6,191
+142%
清仓
DUHP
DIMENSIONAL ETF TRUST
-$482.3K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$476.3K
6,367
+95%
增持
BIV
VANGUARD BD INDEX FDS
+$471.7K
50,818
+19%
建仓
ARKK
ARK ETF TR
+$469.7K
11,841
减持
DGRO
ISHARES TR
-$413.2K
69,641
-7%
增持
MBB
ISHARES TR
+$389.6K
37,503
+19%
增持
IUSB
ISHARES TR
+$388.5K
34,485
+40%
清仓
GOVT
ISHARES TR
-$369.0K
0
-100%
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$365.9K
9,327
建仓
MLPA
GLOBAL X FDS
+$356.1K
7,987
减持
IEMG
ISHARES INC
-$347.2K
12,397
-35%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$345.7K
8,958
增持
ABBV
ABBVIE INC
+$338.2K
18,233
+3%
建仓
ORCL
ORACLE CORP
+$331.7K
3,132
增持
SPSB
SPDR SER TR
+$330.0K
98,173
+13%
建仓
CI
THE CIGNA GROUP
+$310.7K
1,086
减持
AGGY
WISDOMTREE TR
-$292.8K
6,241
-51%
增持
UOCT
INNOVATOR ETFS TR
+$285.8K
105,251
+7%
增持
DFAX
DIMENSIONAL ETF TRUST
+$283.8K
2,706,256
+4%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$278.1K
5,193
建仓
GLD
SPDR GOLD TR
+$270.4K
1,577
增持
BLV
VANGUARD BD INDEX FDS
+$265.0K
47,760
+22%
建仓
TJUL
INNOVATOR ETFS TR
+$263.5K
10,792
增持
NVDA
NVIDIA CORPORATION
+$263.4K
1,719
+50%
减持
SPYG
SPDR SER TR
-$262.7K
6,040
-41%
增持
LMT
LOCKHEED MARTIN CORP
+$260.4K
1,140
+155%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$255.4K
7,508
增持
SPDW
SPDR INDEX SHS FDS
-$250.3K
379,160
+3%
增持
UAPR
INNOVATOR ETFS TR
+$249.7K
123,700
+10%
减持
XLV
SELECT SECTOR SPDR TR
-$248.4K
5,187
-25%
增持
IFRA
ISHARES TR
+$247.3K
82,829
+16%
减持
IHI
ISHARES TR
-$245.4K
21,956
-5%
建仓
EWJ
ISHARES INC
+$245.1K
4,065
增持
MSFT
MICROSOFT CORP
+$243.2K
8,621
+18%
清仓
IWB
ISHARES TR
-$241.8K
0
-100%
减持
SOXX
ISHARES TR
-$237.7K
3,929
-5%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$236.1K
12,553
清仓
SDY
SPDR SER TR
-$232.3K
0
-100%
建仓
SCJ
ISHARES INC
+$229.6K
3,378
建仓
JPXN
ISHARES TR
+$229.1K
3,579
清仓
NEAR
ISHARES U S ETF TR
-$226.3K
0
-100%
建仓
—
MEDTRONIC PLC
+$224.1K
2,859
清仓
WMS
ADVANCED DRAIN SYS INC DEL
-$220.3K
0
-100%
增持
—
EXXON MOBIL CORP
+$218.8K
7,974
+19%
清仓
HEDJ
WISDOMTREE TR
-$218.5K
0
-100%
清仓
IWS
ISHARES TR
-$218.1K
0
-100%
建仓
NKE
NIKE INC
+$216.7K
2,266
建仓
ITW
ILLINOIS TOOL WKS INC
+$214.6K
932
减持
SPYV
SPDR SER TR
-$214.5K
7,450
-38%
增持
XLY
SELECT SECTOR SPDR TR
+$207.5K
6,534
+31%
建仓
BX
BLACKSTONE INC
+$207.1K
1,933
清仓
IMCG
ISHARES TR
-$206.5K
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$204.3K
2,246
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$203.4K
0
-100%
清仓
TLTD
FLEXSHARES TR
-$202.6K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$201.8K
0
-100%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$193.5K
17,089
-5%
减持
EFG
ISHARES TR
-$192.1K
15,244
-4%
增持
LLY
ELI LILLY & CO
+$191.6K
1,008
+35%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$189.9K
11,889
增持
VOE
VANGUARD INDEX FDS
+$187.7K
12,459
+19%
减持
STIP
ISHARES TR
-$186.8K
17,224
-9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$179.6K
3,510
+14%
减持
IXN
ISHARES TR
-$176.3K
30,349
-2%
增持
UJAN
INNOVATOR ETFS TR
+$174.4K
98,813
+6%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$169.7K
11,474
-41%
减持
TILT
FLEXSHARES TR
-$166.3K
1,586
-37%
增持
VBR
VANGUARD INDEX FDS
+$161.2K
3,810
+41%
增持
MAR
MARRIOTT INTL INC NEW
+$159.0K
10,255
+1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$158.5K
11,274
-41%
增持
ABT
ABBOTT LABS
-$155.5K
18,198
+3%
减持
VXF
VANGUARD INDEX FDS
-$152.4K
2,133
-31%
减持
IYE
ISHARES TR
-$152.0K
5,385
-43%
增持
GOOGL
ALPHABET INC
+$140.0K
6,199
+11%
增持
GOOG
ALPHABET INC
+$131.3K
4,922
+15%
减持
SPTM
SPDR SER TR
-$129.3K
43,834
-2%
增持
VOT
VANGUARD INDEX FDS
+$125.7K
2,850
+37%
增持
ITOT
ISHARES TR
+$125.6K
11,141
+18%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$124.4K
3,730
+6%
增持
JPM
JPMORGAN CHASE & CO
+$122.7K
3,986
+27%
减持
BA
BOEING CO
-$122.0K
2,924
-10%
增持
PG
PROCTER AND GAMBLE CO
+$117.9K
4,208
+29%
减持
TSLA
TESLA INC
-$115.2K
4,428
-5%
增持
DFAT
DIMENSIONAL ETF TRUST
+$114.8K
7,158
+56%
增持
UJUL
INNOVATOR ETFS TR
+$114.7K
161,884
+5%
增持
COST
COSTCO WHSL CORP NEW
+$110.1K
757
+28%
