小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 42
增持 64
减持 21
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$23.4M
4,128,418
+11%
增持
SPYM
SPDR SER TR
+$22.2M
1,720,481
+17%
减持
DFUS
DIMENSIONAL ETF TRUST
-$16.0M
287,120
-57%
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
DFAX
DIMENSIONAL ETF TRUST
+$15.6M
3,135,467
+16%
增持
VUG
VANGUARD INDEX FDS
+$11.8M
144,818
+19%
增持
ESGU
ISHARES TR
+$8.7M
431,035
+11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.7M
845,765
+16%
建仓
OEF
ISHARES TR
+$8.6M
38,602
增持
VTV
VANGUARD INDEX FDS
+$8.3M
247,237
+19%
增持
BIL
SPDR SER TR
+$8.3M
235,001
+63%
增持
QUAL
ISHARES TR
+$6.0M
171,912
+18%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$5.1M
106,058
增持
IYW
ISHARES TR
+$4.9M
110,704
+33%
建仓
IXC
ISHARES TR
+$4.3M
110,098
建仓
EMXC
ISHARES INC
+$4.2M
75,382
清仓
SPMD
SPDR SER TR
-$3.7M
0
-100%
增持
BALT
INNOVATOR ETFS TR
+$3.1M
351,539
+41%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.0M
336,449
+21%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$2.4M
76,633
+176%
增持
VOT
VANGUARD INDEX FDS
+$2.4M
13,564
+376%
增持
ESGE
ISHARES INC
+$2.3M
480,273
+11%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.2M
31,802
-49%
增持
SPDW
SPDR INDEX SHS FDS
+$2.2M
408,944
+8%
减持
EFA
ISHARES TR
-$2.1M
9,750
-76%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.9M
189,322
+21%
增持
AAPL
APPLE INC
+$1.9M
86,398
+0%
增持
VB
VANGUARD INDEX FDS
+$1.9M
43,456
+11%
增持
BSV
VANGUARD BD INDEX FDS
+$1.7M
112,698
+22%
减持
SPSB
SPDR SER TR
-$1.5M
47,014
-52%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.4M
27,779
-55%
增持
IVW
ISHARES TR
+$1.3M
96,998
+11%
减持
FLOT
ISHARES TR
-$1.2M
47,300
-34%
增持
BLV
VANGUARD BD INDEX FDS
+$1.1M
58,173
+22%
增持
IVV
ISHARES TR
+$1.1M
15,769
+6%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.1M
98,250
+24%
清仓
ITOT
ISHARES TR
-$1.0M
0
-100%
减持
IJH
ISHARES TR
-$992.3K
1,303
-76%
增持
PSX
PHILLIPS 66
+$954.0K
37,381
+12%
增持
VOE
VANGUARD INDEX FDS
+$947.6K
17,787
+43%
增持
BIV
VANGUARD BD INDEX FDS
+$927.9K
60,259
+19%
增持
VTEB
VANGUARD MUN BD FDS
+$914.8K
152,602
+7%
增持
TLT
ISHARES TR
+$909.8K
42,990
+14%
增持
MBB
ISHARES TR
+$850.9K
44,443
+19%
增持
IFRA
ISHARES TR
+$818.9K
95,594
+15%
建仓
KBWP
INVESCO EXCH TRADED FD TR II
+$816.4K
9,019
增持
AMZN
AMAZON COM INC
+$789.8K
19,003
+15%
增持
MSFT
MICROSOFT CORP
+$782.0K
9,318
+8%
清仓
IYY
ISHARES TR
-$756.8K
0
-100%
建仓
IUSV
ISHARES TR
+$754.5K
8,947
增持
—
EXXON MOBIL CORP
+$732.8K
16,706
+110%
增持
UJUL
INNOVATOR ETFS TR
+$705.5K
174,107
+8%
建仓
NVR
NVR INC
+$700.0K
100
建仓
XOP
SPDR SER TR
+$697.6K
5,095
建仓
HEFA
ISHARES TR
+$676.6K
21,473
增持
NFLX
NETFLIX INC
+$675.3K
2,068
+136%
减持
SLYV
SPDR SER TR
-$674.5K
4,043
-71%
减持
MGK
VANGUARD WORLD FD
-$664.8K
9,519
-31%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$644.4K
86,542
-16%
增持
AVUV
AMERICAN CENTY ETF TR
+$612.7K
14,835
+61%
增持
UAPR
INNOVATOR ETFS TR
+$594.1K
137,794
+11%
增持
TFLO
ISHARES TR
+$593.8K
100,791
+14%
增持
VTI
VANGUARD INDEX FDS
+$591.7K
7,869
+31%
建仓
UUP
INVESCO DB US DLR INDEX TR
+$583.7K
21,545
增持
AMLP
ALPS ETF TR
+$581.1K
24,807
+121%
清仓
ALL
ALLSTATE CORP
-$563.5K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$556.3K
0
-100%
增持
UJAN
INNOVATOR ETFS TR
+$540.3K
109,163
+10%
增持
UOCT
INNOVATOR ETFS TR
+$537.4K
115,837
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$531.9K
1,965
+97%
增持
COP
CONOCOPHILLIPS
+$527.3K
38,101
+17%
减持
VEEV
VEEVA SYS INC
-$519.7K
4,570
-34%
增持
IWV
ISHARES TR
+$494.1K
3,221
+104%
增持
GLD
SPDR GOLD TR
+$491.8K
3,987
+153%
减持
HD
HOME DEPOT INC
+$473.9K
10,987
-0%
建仓
URNM
SPROTT FDS TR
+$471.3K
9,764
增持
XLE
SELECT SECTOR SPDR TR
+$468.0K
15,528
+68%
清仓
VDC
VANGUARD WORLD FDS
-$463.5K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$462.6K
11,668
-3%
建仓
COWZ
PACER FDS TR
+$445.7K
8,573
增持
LQD
ISHARES TR
+$423.5K
20,275
+14%
减持
TIP
ISHARES TR
-$407.3K
11,975
-27%
减持
STIP
ISHARES TR
-$395.0K
12,926
-25%
建仓
IWP
ISHARES TR
+$369.7K
3,539
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$365.9K
0
-100%
建仓
AVEM
AMERICAN CENTY ETF TR
+$363.6K
6,448
建仓
BCPC
BALCHEM CORP
+$357.0K
2,400
清仓
MLPA
GLOBAL X FDS
-$356.1K
0
-100%
建仓
MGC
VANGUARD WORLD FD
+$346.4K
2,046
增持
VBK
VANGUARD INDEX FDS
+$346.1K
3,191
+61%
清仓
FDVV
FIDELITY COVINGTON TRUST
-$345.7K
0
-100%
建仓
NLR
VANECK ETF TRUST
+$343.9K
4,795
增持
META
META PLATFORMS INC
+$342.6K
3,737
+14%
增持
VGT
VANGUARD WORLD FDS
+$334.5K
2,181
+25%
建仓
PPG
PPG INDS INC
+$332.6K
2,224
增持
IXN
ISHARES TR
+$332.3K
30,620
+1%
增持
VBR
VANGUARD INDEX FDS
+$330.6K
5,214
+37%
增持
ARKK
ARK ETF TR
+$324.2K
15,159
+28%
清仓
HYG
ISHARES TR
-$318.2K
0
-100%
减持
PAVE
GLOBAL X FDS
-$317.3K
7,389
-61%
减持
EFG
ISHARES TR
-$316.7K
10,313
-32%
减持
UAUG
INNOVATOR ETFS TR
-$312.4K
49,200
-23%
减持
USMV
ISHARES TR
-$308.6K
3,445
-57%
建仓
FNDX
SCHWAB STRATEGIC TR
+$306.2K
4,943
清仓
VPU
VANGUARD WORLD FDS
-$299.9K
0
-100%
建仓
UNP
UNION PAC CORP
+$298.7K
1,215
建仓
ELV
ELEVANCE HEALTH INC
+$294.7K
625
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$290.5K
44,055
+5%
建仓
SMH
VANECK ETF TRUST
+$280.0K
1,601
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$278.1K
0
-100%
建仓
FALN
ISHARES TR
+$276.4K
10,471
建仓
IDNA
ISHARES TR
+$268.3K
11,659
建仓
SCHG
SCHWAB STRATEGIC TR
+$266.8K
3,216
建仓
IGRO
ISHARES TR
+$264.9K
4,102
清仓
AGG
ISHARES TR
-$263.2K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$261.2K
7,343
+12%
建仓
IDRV
ISHARES TR
+$260.8K
7,299
增持
EMB
ISHARES TR
+$260.7K
17,257
+12%
建仓
SCHV
SCHWAB STRATEGIC TR
+$258.1K
3,682
增持
ABT
ABBOTT LABS
+$257.3K
18,350
+1%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$254.9K
1,729
减持
SPY
SPDR S&P 500 ETF TR
-$254.1K
10,601
-14%
增持
MUB
ISHARES TR
+$249.2K
11,381
+19%
减持
SOXX
ISHARES TR
+$248.5K
3,662
-7%
清仓
EWJ
ISHARES INC
-$245.1K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$243.6K
0
-100%
建仓
TFC
TRUIST FINL CORP
+$241.7K
6,545
建仓
—
ISHARES TR
+$239.9K
10,385
建仓
SBUX
STARBUCKS CORP
+$236.2K
2,460
建仓
USFR
WISDOMTREE TR
+$236.2K
4,701
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$236.1K
0
-100%
建仓
INTC
INTEL CORP
+$230.7K
4,590
清仓
GE
GENERAL ELECTRIC CO
-$230.3K
0
-100%
清仓
SCJ
ISHARES INC
-$229.6K
0
-100%
清仓
JPXN
ISHARES TR
-$229.1K
0
-100%
建仓
TLH
ISHARES TR
+$228.8K
2,113
建仓
PMAR
INNOVATOR ETFS TR
+$226.7K
6,365
清仓
—
MEDTRONIC PLC
-$224.1K
0
-100%
建仓
IHAK
ISHARES TR
+$222.4K
4,894
建仓
BUG
GLOBAL X FDS
+$221.0K
7,539
建仓
ARTY
ISHARES TR
+$220.0K
6,377
清仓
CSCO
CISCO SYS INC
-$218.7K
0
-100%
建仓
AIQ
GLOBAL X FDS
+$217.2K
6,967
清仓
NKE
NIKE INC
-$216.7K
0
-100%
增持
AFL
AFLAC INC
+$215.7K
9,133
+30%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$215.0K
3,650
+5%
建仓
HEDJ
WISDOMTREE TR
+$214.4K
5,003
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$213.8K
1,520
清仓
MPC
MARATHON PETE CORP
-$212.3K
0
-100%
增持
SPIP
SPDR SER TR
+$204.3K
46,932
+17%
增持
IHI
ISHARES TR
+$203.2K
23,495
+7%
