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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 23
增持 62
减持 53
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SER TR
+$11.7M
330,731
+64%
增持
DFAC
DIMENSIONAL ETF TRUST
+$9.3M
2,832,183
+10%
增持
EMXC
ISHARES INC
+$6.8M
134,976
+526%
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
DCOR
DIMENSIONAL ETF TRUST
+$6.7M
126,005
+776%
增持
BALT
INNOVATOR ETFS TRUST
+$6.6M
610,123
+52%
减持
AAPL
APPLE INC
-$6.2M
93,664
-38%
增持
QUAL
ISHARES TR
+$5.1M
137,076
+23%
增持
DYNF
BLACKROCK ETF TRUST
+$5.0M
453,612
+24%
增持
SPYM
SPDR SER TR
+$4.5M
1,342,431
+1%
减持
HD
HOME DEPOT INC
-$4.4M
12,061
-46%
增持
VTV
VANGUARD INDEX FDS
+$4.0M
177,533
+18%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$3.9M
82,010
增持
DFIC
DIMENSIONAL ETF TRUST
+$3.7M
156,969
+784%
增持
VUG
VANGUARD INDEX FDS
+$3.6M
90,352
+3%
增持
IYW
ISHARES TR
+$3.1M
93,299
+15%
减持
IXC
ISHARES TR
-$3.1M
18,789
-79%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$3.0M
72,413
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$2.9M
0
-100%
减持
AMZN
AMAZON COM INC
-$2.9M
16,824
-51%
建仓
IJK
ISHARES TR
+$2.9M
32,724
减持
MAR
MARRIOTT INTL INC NEW
-$2.7M
10,108
-50%
减持
ABBV
ABBVIE INC
-$2.6M
6,666
-68%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.4M
539,616
+12%
减持
RY
ROYAL BK CDA
-$2.4M
26,916
-48%
增持
NVDA
NVIDIA CORPORATION
+$2.3M
33,409
+1574%
增持
IVE
ISHARES TR
+$2.0M
64,058
+24%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$2.0M
3,664
-58%
增持
PSN
PARSONS CORP DEL
+$2.0M
28,239
+709%
减持
SPY
SPDR S&P 500 ETF TR
-$1.9M
11,674
-26%
清仓
MINT
PIMCO ETF TR
-$1.8M
0
-100%
增持
UJAN
INNOVATOR ETFS TRUST
+$1.8M
151,806
+41%
减持
PSX
PHILLIPS 66
-$1.7M
32,227
-16%
减持
ABT
ABBOTT LABS
-$1.7M
5,665
-72%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$1.7M
64,152
增持
UMAR
INNOVATOR ETFS TRUST
+$1.7M
89,919
+118%
增持
SPAB
SPDR SER TR
+$1.7M
200,171
+51%
增持
UOCT
INNOVATOR ETFS TRUST
+$1.7M
154,474
+43%
增持
UFEB
INNOVATOR ETFS TRUST
+$1.7M
95,219
+117%
减持
META
META PLATFORMS INC
-$1.7M
3,567
-50%
增持
UDEC
INNOVATOR ETFS TRUST
+$1.7M
89,759
+111%
增持
UAPR
INNOVATOR ETFS TRUST
+$1.6M
182,194
+40%
增持
UNOV
INNOVATOR ETFS TRUST
+$1.6M
91,571
+111%
增持
SMH
VANECK ETF TRUST
+$1.6M
9,410
+157%
增持
UAUG
INNOVATOR ETFS TRUST
+$1.6M
91,130
+105%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$1.6M
9,190
-69%
增持
UJUL
INNOVATOR ETFS TRUST
+$1.6M
210,344
+28%
增持
UMAY
INNOVATOR ETFS TRUST
+$1.6M
95,366
+97%
减持
—
EXXON MOBIL CORP
-$1.6M
20,867
-39%
增持
MBB
ISHARES TR
+$1.6M
62,752
+38%
增持
AVGO
BROADCOM INC
+$1.5M
1,357
+183%
建仓
INDA
ISHARES TR
+$1.5M
27,319
增持
UJUN
INNOVATOR ETFS TRUST
+$1.5M
104,861
+77%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.5M
148,021
+28%
增持
USEP
INNOVATOR ETFS TRUST
+$1.5M
90,352
+92%
增持
BSV
VANGUARD BD INDEX FDS
+$1.5M
87,285
+29%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.4M
38,784
-48%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$1.3M
0
-100%
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.3M
1,997,402
+3%
减持
GOVT
ISHARES TR
-$1.3M
43,900
-56%
减持
IWR
ISHARES TR
-$1.2M
16,938
-46%
清仓
PULS
PGIM ETF TR
-$1.2M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
3,589
-43%
增持
TLT
ISHARES TR
+$1.2M
45,789
+45%
减持
NSC
NORFOLK SOUTHN CORP
-$1.2M
4,281
-48%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.2M
212,081
+9%
增持
BINC
BLACKROCK ETF TRUST II
+$1.1M
58,413
+58%
减持
VTI
VANGUARD INDEX FDS
-$1.1M
16,083
-23%
增持
HEFA
ISHARES TR
+$1.1M
86,839
+51%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.1M
2,423
-63%
建仓
GDX
VANECK ETF TRUST
+$1.1M
31,524
减持
KBWP
INVESCO EXCH TRADED FD TR II
-$1.1M
2,300
-81%
增持
TFLO
ISHARES TR
+$1.0M
28,926
+237%
清仓
—
CEDAR FAIR L P
-$1.0M
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$998.7K
108,621
+24%
增持
IUSV
ISHARES TR
+$986.3K
32,894
+56%
建仓
IGEB
ISHARES TR
+$974.8K
21,975
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$970.5K
10,610
减持
TJUL
INNOVATOR ETFS TRUST
-$952.9K
12,681
-74%
减持
VOYA
VOYA FINANCIAL INC
-$933.1K
12,297
-50%
建仓
COPX
GLOBAL X FDS
+$921.8K
20,435
建仓
SIL
GLOBAL X FDS
+$920.4K
29,511
减持
UNH
UNITEDHEALTH GROUP INC
-$896.0K
2,129
-47%
减持
QQQ
INVESCO QQQ TR
-$865.7K
14,317
-18%
减持
NVR
NVR INC
-$861.1K
100
-50%
增持
IVW
ISHARES TR
+$850.8K
18,014
+86%
建仓
KAPR
INNOVATOR ETFS TRUST
+$846.1K
27,471
增持
IVV
ISHARES TR
+$839.2K
9,636
+14%
减持
PEP
PEPSICO INC
-$824.5K
2,360
-66%
清仓
AJAN
INNOVATOR ETFS TRUST
-$803.8K
0
-100%
清仓
TBLL
INVESCO EXCH TRADED FD TR II
-$803.4K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$789.1K
7,708
-31%
减持
PM
PHILIP MORRIS INTL INC
-$776.1K
11,318
-46%
减持
NDSN
NORDSON CORP
-$770.4K
2,425
-50%
减持
SO
SOUTHERN CO
-$732.7K
9,529
-54%
减持
IJR
ISHARES TR
-$720.5K
9,925
-38%
减持
AFL
AFLAC INC
-$717.2K
7,238
-54%
增持
NLR
VANECK ETF TRUST
+$712.5K
15,216
+129%
增持
SPDW
SPDR INDEX SHS FDS
+$709.2K
272,986
+10%
减持
COP
CONOCOPHILLIPS
-$708.7K
37,736
-4%
减持
JNJ
JOHNSON & JOHNSON
-$685.6K
8,121
-31%
减持
LOW
LOWES COS INC
-$684.7K
2,529
-48%
增持
MGC
VANGUARD WORLD FD
+$664.6K
18,035
+16%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$664.5K
75,032
+25%
建仓
—
SIX FLAGS ENTMT CORP NEW
+$659.5K
12,134
清仓
ULST
SSGA ACTIVE ETF TR
-$656.8K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$652.4K
24,555
增持
BIV
VANGUARD BD INDEX FDS
+$650.4K
45,577
+24%
增持
BLV
VANGUARD BD INDEX FDS
+$649.9K
46,156
+29%
减持
VOT
VANGUARD INDEX FDS
-$634.6K
3,768
-41%
清仓
ARKK
ARK ETF TR
-$634.6K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$629.0K
2,499
-36%
减持
WMT
WALMART INC
-$628.9K
25,291
-35%
减持
PG
PROCTER AND GAMBLE CO
-$623.7K
5,912
-40%
增持
AVEM
AMERICAN CENTY ETF TR
+$609.5K
24,470
+60%
建仓
XLU
SELECT SECTOR SPDR TR
+$595.0K
8,733
建仓
CPRT
COPART INC
+$594.0K
10,968
增持
XLV
SELECT SECTOR SPDR TR
+$587.5K
9,752
+73%
增持
GLD
SPDR GOLD TR
+$583.1K
7,411
+51%
建仓
CLOA
BLACKROCK ETF TRUST II
+$579.7K
11,160
减持
DRI
DARDEN RESTAURANTS INC
-$576.1K
3,694
-46%
清仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$573.2K
0
-100%
减持
NFLX
NETFLIX INC
-$570.8K
2,330
-34%
减持
SPSB
SPDR SER TR
-$552.2K
18,176
-50%
增持
EFG
ISHARES TR
+$533.5K
11,815
+82%
减持
MSFT
MICROSOFT CORP
-$522.6K
25,663
-10%
增持
SPIP
SPDR SER TR
+$505.0K
55,220
+57%
减持
HON
HONEYWELL INTL INC
-$491.5K
4,440
-37%
增持
—
ISHARES TR
+$490.7K
42,072
+101%
增持
BIL
SPDR SER TR
+$481.4K
226,802
+2%
建仓
GDXJ
VANECK ETF TRUST
+$471.2K
11,187
建仓
IGIB
ISHARES TR
+$468.9K
9,148
减持
UPS
UNITED PARCEL SERVICE INC
-$466.5K
2,952
-50%
建仓
SILJ
AMPLIFY ETF TR
+$466.2K
41,182
增持
MEAR
ISHARES U S ETF TR
+$463.7K
27,295
+51%
增持
AVUV
AMERICAN CENTY ETF TR
+$463.5K
26,503
+30%
减持
MDLZ
MONDELEZ INTL INC
-$458.6K
7,513
-45%
减持
BA
BOEING CO
-$452.1K
2,791
-44%
减持
MCD
MCDONALDS CORP
-$451.4K
2,309
-37%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$448.2K
7,908
清仓
GAM
GENERAL AMERN INVS CO INC
-$445.4K
0
-100%
建仓
EWQ
ISHARES INC
+$436.2K
11,545
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$434.1K
6,502
-47%
增持
LMT
LOCKHEED MARTIN CORP
+$432.3K
2,899
+43%
清仓
SHW
SHERWIN WILLIAMS CO
-$432.1K
0
-100%
建仓
DFIP
DIMENSIONAL ETF TRUST
+$425.8K
10,428
增持
AMLP
ALPS ETF TR
+$425.2K
42,026
+25%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$423.5K
16,944
减持
SCHD
SCHWAB STRATEGIC TR
-$418.3K
7,090
-41%
减持
DIS
DISNEY WALT CO
-$412.5K
3,379
-45%
增持
IFRA
ISHARES TR
+$402.4K
74,537
+18%
