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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 30
增持 89
减持 16
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$28.1M
3,482,211
+23%
增持
DCOR
DIMENSIONAL ETF TRUST
+$21.6M
459,802
+265%
增持
TFLO
ISHARES TR
+$20.5M
434,751
+1403%
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
DFIC
DIMENSIONAL ETF TRUST
+$11.6M
559,644
+257%
增持
SPAB
SPDR SER TR
+$9.1M
541,098
+170%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.8M
670,694
+24%
增持
VTV
VANGUARD INDEX FDS
+$7.0M
203,287
+15%
增持
DFSD
DIMENSIONAL ETF TRUST
+$6.5M
217,315
+165%
增持
VUG
VANGUARD INDEX FDS
+$6.5M
104,920
+16%
建仓
DFGX
DIMENSIONAL ETF TRUST
+$4.9M
90,776
增持
GLDM
WORLD GOLD TR
+$4.8M
97,734
+1731%
增持
DFEM
DIMENSIONAL ETF TRUST
+$4.8M
233,071
+263%
增持
DFCF
DIMENSIONAL ETF TRUST
+$4.8M
180,694
+150%
建仓
DGCB
DIMENSIONAL ETF TRUST
+$4.7M
86,342
增持
VOO
VANGUARD INDEX FDS
+$4.3M
10,503
+320%
增持
EMXC
ISHARES INC
+$4.3M
200,874
+49%
减持
SPYM
SPDR SER TR
+$3.8M
1,329,278
-1%
增持
DFAX
DIMENSIONAL ETF TRUST
+$3.8M
2,020,879
+1%
增持
QUAL
ISHARES TR
+$3.8M
151,518
+11%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.7M
38,313
+264%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.6M
61,164
增持
DYNF
BLACKROCK ETF TRUST
+$3.6M
503,528
+11%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$3.6M
264,363
建仓
EEM
ISHARES TR
+$3.5M
76,375
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.5M
266,645
+26%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$3.1M
204,825
+38%
增持
ABBV
ABBVIE INC
+$3.1M
21,294
+219%
建仓
SHY
ISHARES TR
+$3.0M
35,842
增持
LQD
ISHARES TR
+$2.9M
31,234
+454%
清仓
IJK
ISHARES TR
-$2.9M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.9M
9,424
+163%
增持
BSV
VANGUARD BD INDEX FDS
+$2.8M
120,898
+39%
增持
IVE
ISHARES TR
+$2.6M
72,091
+13%
建仓
NJUL
INNOVATOR ETFS TRUST
+$2.6M
41,932
增持
SPYG
SPDR SER TR
+$2.4M
348,106
+5%
建仓
PTLC
PACER FDS TR
+$2.3M
43,308
建仓
AJUL
INNOVATOR ETFS TRUST
+$2.2M
82,014
建仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$2.2M
66,678
减持
FLOT
ISHARES TR
-$2.1M
10,830
-79%
增持
VB
VANGUARD INDEX FDS
+$2.0M
35,929
+21%
增持
QQQ
INVESCO QQQ TR
+$2.0M
18,185
+27%
建仓
BLOK
AMPLIFY ETF TR
+$2.0M
52,436
建仓
EWUS
ISHARES TR
+$1.9M
48,683
增持
VTI
VANGUARD INDEX FDS
+$1.9M
21,903
+36%
减持
BALT
INNOVATOR ETFS TRUST
-$1.8M
535,121
-12%
增持
XLU
SELECT SECTOR SPDR TR
+$1.8M
29,625
+239%
增持
ABT
ABBOTT LABS
+$1.8M
20,852
+268%
增持
BINC
BLACKROCK ETF TRUST II
+$1.7M
88,634
+52%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.6M
10,025
+423%
减持
AAPL
APPLE INC
+$1.6M
91,584
-2%
减持
IEMG
ISHARES INC
-$1.6M
114,556
-25%
减持
SMH
VANECK ETF TRUST
-$1.5M
3,683
-61%
减持
AMLP
ALPS ETF TR
-$1.5M
9,984
-76%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.5M
104,664
+39%
增持
BLV
VANGUARD BD INDEX FDS
+$1.5M
63,305
+37%
减持
PSN
PARSONS CORP DEL
-$1.4M
8,370
-70%
清仓
XOP
SPDR SER TR
-$1.4M
0
-100%
清仓
SPIP
SPDR SER TR
-$1.4M
0
-100%
增持
MBB
ISHARES TR
+$1.4M
74,300
+18%
增持
BIV
VANGUARD BD INDEX FDS
+$1.3M
60,695
+33%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.3M
59,988
+254%
增持
VOE
VANGUARD INDEX FDS
+$1.3M
29,197
+22%
建仓
XDSQ
INNOVATOR ETFS TRUST
+$1.3M
36,417
减持
XLE
SELECT SECTOR SPDR TR
-$1.2M
10,112
-57%
建仓
XUSP
INNOVATOR ETFS TRUST
+$1.2M
31,526
建仓
AFK
VANECK ETF TRUST
+$1.2M
73,841
建仓
EWN
ISHARES INC
+$1.2M
24,055
增持
HD
HOME DEPOT INC
+$1.1M
12,929
+7%
清仓
GDX
VANECK ETF TRUST
-$1.1M
0
-100%
清仓
URNM
SPROTT FDS TR
-$1.1M
0
-100%
建仓
QLTA
ISHARES TR
+$1.0M
20,920
增持
SPDW
SPDR INDEX SHS FDS
+$992.0K
281,373
+3%
清仓
PPLT
ABRDN PLATINUM ETF TRUST
-$970.5K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$956.7K
12,740
+9%
建仓
JAJL
INNOVATOR ETFS TRUST
+$955.6K
35,816
增持
IUSV
ISHARES TR
+$943.1K
40,235
+22%
增持
IUSB
ISHARES TR
+$932.9K
46,546
+67%
增持
BILS
SPDR SER TR
+$923.1K
13,567
+215%
清仓
COPX
GLOBAL X FDS
-$921.8K
0
-100%
清仓
SIL
GLOBAL X FDS
-$920.4K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$880.8K
2,417
+63%
增持
AMZN
AMAZON COM INC
+$842.8K
21,972
+31%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$803.8K
0
-100%
建仓
SFLR
INNOVATOR ETFS TRUST
+$797.6K
25,075
建仓
CEF
SPROTT PHYSICAL GOLD & SILVE
+$757.3K
30,924
增持
EFV
ISHARES TR
+$755.0K
23,246
+112%
增持
IFRA
ISHARES TR
+$748.0K
82,764
+11%
增持
KBWP
INVESCO EXCH TRADED FD TR II
+$704.7K
8,137
+254%
增持
VBK
VANGUARD INDEX FDS
+$701.7K
8,052
+39%
增持
IVV
ISHARES TR
+$675.8K
10,313
+7%
清仓
—
SIX FLAGS ENTMT CORP NEW
-$659.5K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$650.7K
4,440
+83%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$644.2K
64,413
+24%
增持
AVUV
AMERICAN CENTY ETF TR
+$630.6K
31,354
+18%
建仓
SMIN
ISHARES TR
+$620.9K
7,220
增持
WMT
WALMART INC
+$574.8K
28,324
+12%
增持
XLK
SELECT SECTOR SPDR TR
+$538.7K
9,441
+34%
增持
RY
ROYAL BK CDA
+$535.2K
27,247
+1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$527.9K
4,634
+26%
减持
GOVT
ISHARES TR
-$526.3K
19,808
-55%
增持
VGT
VANGUARD WORLD FD
+$522.6K
3,241
+36%
增持
MGC
VANGUARD WORLD FD
+$522.1K
19,746
+9%
建仓
GAM
GENERAL AMERN INVS CO INC
+$513.4K
9,576
增持
XLY
SELECT SECTOR SPDR TR
+$504.9K
9,961
+22%
增持
AVGO
BROADCOM INC
+$501.9K
15,544
+1045%
增持
UJUL
INNOVATOR ETFS TRUST
+$495.1K
216,446
+3%
增持
HEFA
ISHARES TR
+$492.8K
101,081
+16%
建仓
FUN
SIX FLAGS ENTERTAINMENT CORP
+$489.1K
12,134
清仓
GDXJ
VANECK ETF TRUST
-$471.2K
0
-100%
清仓
IGIB
ISHARES TR
-$468.9K
0
-100%
增持
PEP
PEPSICO INC
+$468.6K
5,044
+114%
增持
JNJ
JOHNSON & JOHNSON
+$467.8K
10,210
+26%
清仓
SILJ
AMPLIFY ETF TR
-$466.2K
0
-100%
增持
AVEM
AMERICAN CENTY ETF TR
+$452.4K
30,142
+23%
增持
INDA
ISHARES TR
+$450.2K
33,727
+23%
建仓
BND
VANGUARD BD INDEX FDS
+$438.2K
5,834
清仓
EWQ
ISHARES INC
-$436.2K
0
-100%
增持
IGRO
ISHARES TR
+$435.8K
11,654
+81%
建仓
ZJUL
INNOVATOR ETFS TRUST
+$422.7K
15,783
减持
SLV
ISHARES SILVER TR
-$420.6K
8,160
-67%
增持
CLOA
BLACKROCK ETF TRUST II
+$416.7K
19,172
+72%
增持
EMB
ISHARES TR
+$413.4K
18,572
+24%
增持
UAPR
INNOVATOR ETFS TRUST
+$412.4K
188,842
+4%
增持
ORCL
ORACLE CORP
+$406.9K
4,496
+77%
建仓
SHYM
BLACKROCK ETF TRUST II
+$404.5K
17,451
减持
PSX
PHILLIPS 66
-$397.8K
31,584
-2%
减持
XLV
SELECT SECTOR SPDR TR
-$394.4K
6,668
-32%
减持
NLR
VANECK ETF TRUST
-$389.8K
9,899
-35%
增持
IVW
ISHARES TR
+$383.4K
21,417
+19%
增持
AMD
ADVANCED MICRO DEVICES INC
+$375.4K
4,468
+103%
增持
SPSB
SPDR SER TR
+$371.5K
30,097
+66%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$371.0K
7,707
-0%
增持
IGEB
ISHARES TR
+$371.0K
28,960
+32%
增持
AHR
AMERICAN HEALTHCARE REIT INC
+$370.9K
29,052
+9%
减持
DFUS
DIMENSIONAL ETF TRUST
+$370.6K
159,220
-2%
增持
UJUN
INNOVATOR ETFS TRUST
+$370.3K
112,134
+7%
增持
IWV
ISHARES TR
+$368.7K
4,675
+25%
增持
IYW
ISHARES TR
+$360.3K
94,997
+2%
增持
UAUG
INNOVATOR ETFS TRUST
+$358.0K
97,760
+7%
清仓
PJAN
INNOVATOR ETFS TRUST
-$357.5K
0
-100%
增持
MEAR
ISHARES U S ETF TR
+$350.3K
34,168
+25%
建仓
RTX
RTX CORPORATION
+$350.3K
2,890
增持
LMT
LOCKHEED MARTIN CORP
+$349.4K
2,914
+1%
增持
UMAR
INNOVATOR ETFS TRUST
+$344.6K
96,679
+8%
增持
AFL
AFLAC INC
+$341.8K
8,839
+22%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$339.7K
22,700
+24%
建仓
OZ
BELPOINTE PREP LLC
+$339.1K
4,913
建仓
CL
COLGATE PALMOLIVE CO
+$339.0K
3,266
建仓
KO
COCA COLA CO
+$338.0K
4,703
增持
UJAN
INNOVATOR ETFS TRUST
+$337.4K
156,921
+3%
