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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 29
增持 78
减持 40
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
ESGU
ISHARES TR
-$42.1M
26,761
-94%
减持
DFAC
DIMENSIONAL ETF TRUST
-$38.6M
2,567,494
-38%
减持
DFAX
DIMENSIONAL ETF TRUST
-$27.1M
1,944,723
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。
-38%
建仓
DYNF
BLACKROCK ETF TRUST
+$16.2M
365,982
减持
VEA
VANGUARD TAX-MANAGED FDS
-$16.2M
483,873
-43%
减持
VUG
VANGUARD INDEX FDS
-$14.9M
87,648
-39%
减持
SPYM
SPDR SER TR
-$14.7M
1,323,434
-23%
减持
ESGE
ISHARES INC
-$14.6M
23,960
-95%
增持
SPYG
SPDR SER TR
+$14.4M
201,833
+3629%
减持
VTV
VANGUARD INDEX FDS
-$12.4M
150,559
-39%
建仓
IVE
ISHARES TR
+$9.6M
51,478
增持
AAPL
APPLE INC
+$9.3M
151,359
+75%
增持
MSFT
MICROSOFT CORP
+$8.5M
28,506
+206%
增持
IEMG
ISHARES INC
+$7.8M
162,986
+1361%
减持
OEF
ISHARES TR
-$7.8M
3,470
-91%
减持
QUAL
ISHARES TR
-$7.0M
111,447
-35%
减持
IVW
ISHARES TR
-$6.5M
9,667
-90%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$5.7M
194,563
-42%
减持
DFUS
DIMENSIONAL ETF TRUST
-$5.4M
166,039
-42%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$5.1M
4,153
-95%
减持
SPDW
SPDR INDEX SHS FDS
-$5.0M
247,409
-40%
增持
RY
ROYAL BK CDA
+$4.9M
51,950
+1291%
增持
HD
HOME DEPOT INC
+$4.7M
22,260
+103%
减持
TFLO
ISHARES TR
-$4.7M
8,590
-91%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$3.7M
115,600
-39%
增持
VTI
VANGUARD INDEX FDS
+$3.5M
20,766
+164%
减持
BSV
VANGUARD BD INDEX FDS
-$3.5M
67,715
-40%
减持
VTEB
VANGUARD MUN BD FDS
-$3.3M
87,832
-42%
增持
AMZN
AMAZON COM INC
+$3.3M
34,098
+79%
增持
SPY
SPDR S&P 500 ETF TR
+$3.2M
15,774
+49%
减持
IVV
ISHARES TR
-$3.1M
8,434
-47%
增持
QQQ
INVESCO QQQ TR
+$2.9M
17,400
+49%
减持
EMXC
ISHARES INC
-$2.9M
21,549
-71%
增持
MAR
MARRIOTT INTL INC NEW
+$2.8M
20,221
+97%
减持
IYW
ISHARES TR
-$2.7M
80,799
-27%
增持
MGC
VANGUARD WORLD FD
+$2.5M
15,484
+657%
减持
VB
VANGUARD INDEX FDS
-$2.5M
29,650
-32%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.4M
74,494
+490%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$2.4M
29,898
增持
—
EXXON MOBIL CORP
+$2.3M
34,115
+104%
建仓
GOVT
ISHARES TR
+$2.3M
99,984
增持
IWR
ISHARES TR
+$2.2M
31,164
+506%
增持
SPAB
SPDR SER TR
+$2.1M
132,332
+181%
增持
META
META PLATFORMS INC
+$2.1M
7,119
+91%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$2.1M
8,733
+139%
减持
DFNM
DIMENSIONAL ETF TRUST
-$2.0M
65,134
-39%
建仓
BINC
BLACKROCK ETF TRUST II
+$1.9M
37,013
减持
BIV
VANGUARD BD INDEX FDS
-$1.8M
36,642
-39%
建仓
MINT
PIMCO ETF TR
+$1.8M
18,123
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$1.8M
60,116
-39%
减持
BLV
VANGUARD BD INDEX FDS
-$1.7M
35,867
-38%
减持
JMOM
J P MORGAN EXCHANGE TRADED F
-$1.7M
6,296
-86%
增持
BALT
INNOVATOR ETFS TRUST
+$1.7M
400,719
+14%
减持
LQD
ISHARES TR
-$1.6M
6,012
-70%
增持
IJR
ISHARES TR
+$1.5M
16,098
+590%
减持
DGRO
ISHARES TR
-$1.5M
30,452
-50%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.5M
52,024
+87%
减持
VOT
VANGUARD INDEX FDS
-$1.5M
6,360
-53%
建仓
CAT
CATERPILLAR INC
+$1.4M
3,941
清仓
IYH
ISHARES TR
-$1.4M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
6,340
+74%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$1.3M
26,631
增持
HEFA
ISHARES TR
+$1.3M
57,619
+168%
增持
PSX
PHILLIPS 66
+$1.3M
38,552
+3%
增持
WMT
WALMART INC
+$1.3M
38,911
+494%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$1.3M
50,850
-34%
减持
TLT
ISHARES TR
-$1.3M
31,685
-26%
建仓
PULS
PGIM ETF TR
+$1.2M
24,649
增持
NSC
NORFOLK SOUTHN CORP
+$1.2M
8,184
+112%
增持
IUSV
ISHARES TR
+$1.2M
21,148
+136%
减持
BIL
SPDR SER TR
-$1.1M
221,509
-6%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
3,909
+130%
增持
NFLX
NETFLIX INC
+$1.1M
3,529
+71%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
11,113
+84%
减持
IFRA
ISHARES TR
-$1.1M
63,121
-34%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
11,838
+143%
增持
VOE
VANGUARD INDEX FDS
+$1.1M
23,359
+31%
增持
PM
PHILIP MORRIS INTL INC
+$1.0M
20,987
+124%
增持
TJUL
INNOVATOR ETFS TRUST
+$1.0M
49,127
+355%
建仓
SCHD
SCHWAB STRATEGIC TR
+$969.6K
12,025
增持
ABBV
ABBVIE INC
+$954.6K
20,826
+14%
增持
PG
PROCTER AND GAMBLE CO
+$949.2K
9,855
+122%
增持
UNH
UNITEDHEALTH GROUP INC
+$945.9K
4,003
+104%
增持
VOYA
VOYA FINANCIAL INC
+$920.6K
24,460
+101%
增持
NVR
NVR INC
+$919.9K
200
+100%
增持
NVDA
NVIDIA CORPORATION
+$917.6K
1,996
+12%
建仓
MSTR
MICROSTRATEGY INC
+$894.9K
525
增持
MGK
VANGUARD WORLD FD
+$884.2K
11,704
+23%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$843.2K
14,376
增持
HON
HONEYWELL INTL INC
+$834.2K
7,012
+143%
建仓
BILS
SPDR SER TR
+$823.6K
8,284
增持
LOW
LOWES COS INC
+$813.9K
4,876
+153%
建仓
AJAN
INNOVATOR ETFS TRUST
+$803.8K
32,283
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$803.4K
7,618
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$780.3K
12,352
减持
EFV
ISHARES TR
-$779.1K
13,137
-54%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$766.3K
6,603
+74%
建仓
IWM
ISHARES TR
+$752.3K
3,577
清仓
EFA
ISHARES TR
-$734.7K
0
-100%
增持
SO
SOUTHERN CO
+$717.6K
20,517
+91%
增持
NDSN
NORDSON CORP
+$683.2K
4,855
+97%
建仓
ULST
SSGA ACTIVE ETF TR
+$656.8K
16,217
建仓
SCHB
SCHWAB STRATEGIC TR
+$650.7K
10,659
增持
COST
COSTCO WHSL CORP NEW
+$640.1K
1,545
+108%
增持
USFR
WISDOMTREE TR
+$631.4K
17,251
+267%
增持
JPM
JPMORGAN CHASE & CO
+$615.6K
6,232
+68%
增持
AFL
AFLAC INC
+$610.2K
15,882
+74%
增持
COP
CONOCOPHILLIPS
+$602.6K
39,480
+4%
增持
GOOG
ALPHABET INC
+$591.5K
9,430
+57%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$583.7K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$582.1K
20,429
+38%
增持
—
CEDAR FAIR L P
+$581.6K
24,268
+122%
增持
LLY
ELI LILLY & CO
+$581.0K
1,640
+37%
增持
MO
ALTRIA GROUP INC
+$576.5K
21,952
+132%
减持
EMB
ISHARES TR
-$574.7K
10,730
-38%
建仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$573.2K
23,493
减持
MEAR
ISHARES U S ETF TR
-$550.9K
18,060
-38%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$546.7K
25,800
增持
SMH
VANECK ETF TRUST
+$544.6K
3,665
+129%
增持
MDLZ
MONDELEZ INTL INC
+$544.6K
13,576
+142%
增持
AMLP
ALPS ETF TR
+$536.4K
33,528
+35%
增持
DRI
DARDEN RESTAURANTS INC
+$523.3K
6,791
+82%
增持
AVEM
AMERICAN CENTY ETF TR
+$521.7K
15,274
+137%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$500.5K
5,813
增持
KBWP
INVESCO EXCH TRADED FD TR II
+$476.4K
11,998
+33%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$475.2K
17,764
增持
MCD
MCDONALDS CORP
+$473.5K
3,688
+93%
增持
XLE
SELECT SECTOR SPDR TR
+$462.4K
18,688
+20%
减持
IXC
ISHARES TR
-$457.7K
89,603
-19%
增持
IWY
ISHARES TR
+$456.9K
4,865
+73%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$447.1K
14,622
+100%
增持
DIS
DISNEY WALT CO
+$438.3K
6,113
+78%
增持
NVS
NOVARTIS AG
+$435.8K
8,196
+132%
建仓
SHW
SHERWIN WILLIAMS CO
+$432.1K
1,246
增持
LMT
LOCKHEED MARTIN CORP
+$424.0K
2,027
+84%
建仓
CSCO
CISCO SYS INC
+$423.3K
8,481
增持
PEP
PEPSICO INC
+$418.8K
6,935
+48%
建仓
ROK
ROCKWELL AUTOMATION INC
+$417.8K
1,434
增持
VBK
VANGUARD INDEX FDS
+$416.1K
4,555
+43%
增持
AMD
ADVANCED MICRO DEVICES INC
+$409.0K
3,678
+113%
增持
GOOGL
ALPHABET INC
+$405.8K
9,112
+31%
建仓
SHOP
SHOPIFY INC
+$389.9K
5,052
增持
BCPC
BALCHEM CORP
+$386.8K
4,800
+100%
增持
IJH
ISHARES TR
+$386.7K
12,311
+845%
建仓
CELH
CELSIUS HLDGS INC
+$382.8K
4,616
增持
NEE
NEXTERA ENERGY INC
+$381.3K
16,762
+48%
增持
UPS
UNITED PARCEL SERVICE INC
+$379.2K
5,856
+87%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$377.4K
11,861
-32%
增持
DFUV
DIMENSIONAL ETF TRUST
+$376.6K
19,438
+73%
建仓
A
AGILENT TECHNOLOGIES INC
+$373.7K
2,568
