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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 30
增持 67
减持 32
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
TFLO
ISHARES TR
-$19.4M
51,250
-88%
增持
DCOR
DIMENSIONAL ETF TRUST
+$18.9M
747,782
+63%
增持
DFAC
DIMENSIONAL ETF TRUST
+$17.0M
3,943,635
+13%
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
+$10.2M
1,004,422
+79%
增持
SPYM
SPDR SER TR
+$7.8M
1,415,118
+6%
建仓
MTUM
ISHARES TR
+$7.8M
37,537
增持
AVGO
BROADCOM INC
+$5.2M
34,183
+120%
减持
SPY
SPDR S&P 500 ETF TR
-$4.8M
4,334
-66%
减持
SPAB
SPDR SER TR
-$4.7M
377,232
-30%
减持
AAPL
APPLE INC
-$4.6M
66,771
-27%
增持
DFEM
DIMENSIONAL ETF TRUST
+$4.5M
420,912
+81%
增持
DFAX
DIMENSIONAL ETF TRUST
-$4.1M
2,030,631
+0%
增持
QQQ
INVESCO QQQ TR
+$4.0M
25,173
+38%
减持
VTV
VANGUARD INDEX FDS
-$4.0M
186,169
-8%
增持
DYNF
BLACKROCK ETF TRUST
+$3.9M
561,156
+11%
增持
SPYG
SPDR SER TR
+$3.8M
372,069
+7%
减持
VYM
VANGUARD WHITEHALL FDS
-$3.7M
9,223
-76%
增持
BALT
INNOVATOR ETFS TRUST
+$3.7M
642,751
+20%
减持
PSX
PHILLIPS 66
-$3.7M
4,233
-87%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$3.6M
0
-100%
清仓
EEM
ISHARES TR
-$3.5M
0
-100%
增持
XUSP
INNOVATOR ETFS TRUST
+$3.5M
117,885
+274%
减持
COP
CONOCOPHILLIPS
-$3.4M
6,970
-82%
减持
VOO
VANGUARD INDEX FDS
-$3.3M
4,207
-60%
减持
GLDM
WORLD GOLD TR
-$3.3M
35,466
-64%
增持
QUAL
ISHARES TR
+$3.2M
170,714
+13%
清仓
SHY
ISHARES TR
-$3.0M
0
-100%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$2.9M
30,499
增持
DFGX
DIMENSIONAL ETF TRUST
+$2.9M
149,220
+64%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$2.8M
681,912
+2%
建仓
HYG
ISHARES TR
+$2.8M
35,721
减持
MGC
VANGUARD WORLD FD
-$2.7M
6,324
-68%
建仓
CWB
SPDR SER TR
+$2.7M
34,109
清仓
NJUL
INNOVATOR ETFS TRUST
-$2.6M
0
-100%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.5M
274,337
+26%
减持
LQD
ISHARES TR
-$2.3M
11,043
-65%
建仓
IAU
ISHARES GOLD TR
+$2.3M
47,254
清仓
PTLC
PACER FDS TR
-$2.3M
0
-100%
增持
DGCB
DIMENSIONAL ETF TRUST
+$2.3M
132,836
+54%
减持
VUG
VANGUARD INDEX FDS
+$2.2M
103,526
-1%
清仓
AJUL
INNOVATOR ETFS TRUST
-$2.2M
0
-100%
清仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
-$2.2M
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.2M
10,158
-73%
减持
XLU
SELECT SECTOR SPDR TR
-$2.0M
4,712
-84%
增持
IYW
ISHARES TR
+$2.0M
102,687
+8%
清仓
INDA
ISHARES TR
-$2.0M
0
-100%
增持
IJH
ISHARES TR
+$2.0M
41,244
+322%
增持
AMLP
ALPS ETF TR
+$1.9M
49,743
+398%
清仓
EWUS
ISHARES TR
-$1.9M
0
-100%
建仓
GII
SPDR INDEX SHS FDS
+$1.9M
32,405
建仓
PSCE
INVESCO EXCH TRADED FD TR II
+$1.9M
38,477
建仓
KRE
SPDR SER TR
+$1.8M
29,882
增持
IVE
ISHARES TR
+$1.7M
83,207
+15%
建仓
IJT
ISHARES TR
+$1.6M
11,649
建仓
IJJ
ISHARES TR
+$1.6M
12,468
建仓
RWJ
INVESCO EXCH TRADED FD TR II
+$1.5M
33,807
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.5M
8,570
增持
VB
VANGUARD INDEX FDS
+$1.5M
41,595
+16%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.5M
36,627
-40%
增持
IWS
ISHARES TR
+$1.4M
13,958
+350%
建仓
MINT
PIMCO ETF TR
+$1.4M
13,657
清仓
IGEB
ISHARES TR
-$1.3M
0
-100%
减持
BIL
SPDR SER TR
-$1.3M
212,200
-6%
清仓
XDSQ
INNOVATOR ETFS TRUST
-$1.3M
0
-100%
增持
MBB
ISHARES TR
+$1.2M
91,267
+23%
清仓
AFK
VANECK ETF TRUST
-$1.2M
0
-100%
清仓
EWN
ISHARES INC
-$1.2M
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$1.2M
23,031
增持
BLOK
AMPLIFY ETF TR
+$1.2M
73,782
+41%
减持
SPTM
SPDR SER TR
-$1.2M
5,293
-77%
建仓
XLF
SELECT SECTOR SPDR TR
+$1.2M
24,725
增持
VBK
VANGUARD INDEX FDS
+$1.1M
11,774
+46%
增持
VOT
VANGUARD INDEX FDS
+$1.1M
8,577
+99%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.1M
14,901
+49%
增持
VBR
VANGUARD INDEX FDS
+$1.1M
10,990
+109%
建仓
SPHY
SPDR SER TR
+$1.1M
46,679
增持
FLOT
ISHARES TR
+$1.1M
31,989
+195%
减持
MGK
VANGUARD WORLD FD
-$1.1M
8,470
-31%
清仓
XLV
SELECT SECTOR SPDR TR
-$1.0M
0
-100%
减持
GLD
SPDR GOLD TR
-$970.4K
1,696
-70%
增持
BINC
BLACKROCK ETF TRUST II
+$908.3K
108,667
+23%
增持
SPDW
SPDR INDEX SHS FDS
-$901.3K
283,240
+1%
清仓
XLE
SELECT SECTOR SPDR TR
-$887.9K
0
-100%
增持
IWM
ISHARES TR
+$874.1K
8,481
+87%
清仓
PSN
PARSONS CORP DEL
-$867.8K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$864.8K
12,752
+28%
清仓
KAPR
INNOVATOR ETFS TRUST
-$861.4K
0
-100%
增持
DFGR
DIMENSIONAL ETF TRUST
+$828.0K
100,207
+67%
建仓
HYGW
ISHARES TR
+$825.4K
25,980
增持
NVDA
NVIDIA CORPORATION
+$819.2K
38,444
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$813.9K
271,234
+2%
建仓
BIDD
BLACKROCK ETF TRUST
+$806.9K
32,708
增持
MSTR
MICROSTRATEGY INC
+$762.0K
5,143
+19%
增持
AMZN
AMAZON COM INC
+$759.3K
22,122
+1%
清仓
CEF
SPROTT PHYSICAL GOLD & SILVE
-$757.3K
0
-100%
增持
MSFT
MICROSOFT CORP
+$702.3K
28,676
+8%
减持
VOE
VANGUARD INDEX FDS
-$698.3K
25,947
-11%
增持
EMXC
ISHARES INC
+$661.1K
233,300
+16%
增持
UNH
UNITEDHEALTH GROUP INC
+$624.0K
3,969
+68%
清仓
SMIN
ISHARES TR
-$620.9K
0
-100%
增持
UJAN
INNOVATOR ETFS TRUST
+$614.4K
169,070
+8%
建仓
VCR
VANGUARD WORLD FD
+$602.0K
1,603
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$601.3K
10,487
+36%
增持
UJUL
INNOVATOR ETFS TRUST
+$573.7K
229,407
+6%
增持
UOCT
INNOVATOR ETFS TRUST
+$571.5K
174,446
+9%
增持
MEAR
ISHARES U S ETF TR
+$567.0K
45,770
+34%
减持
VTEB
VANGUARD MUN BD FDS
-$563.3K
102,800
-8%
增持
UAPR
INNOVATOR ETFS TRUST
+$557.7K
203,027
+8%
建仓
XAR
SPDR SER TR
+$553.7K
3,339
建仓
KBE
SPDR SER TR
+$540.0K
9,735
增持
UFEB
INNOVATOR ETFS TRUST
+$529.0K
116,141
+13%
建仓
IYZ
ISHARES TR
+$527.1K
19,646
增持
UNOV
INNOVATOR ETFS TRUST
+$526.6K
111,969
+13%
建仓
XTL
SPDR SER TR
+$525.7K
4,911
建仓
IYG
ISHARES TR
+$520.6K
6,690
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$518.7K
3,389
-27%
增持
TLT
ISHARES TR
+$514.5K
56,430
+25%
增持
ICVT
ISHARES TR
+$513.7K
13,309
+80%
增持
UMAR
INNOVATOR ETFS TRUST
+$513.6K
108,876
+13%
增持
UMAY
INNOVATOR ETFS TRUST
+$502.1K
115,450
+13%
建仓
BALI
BLACKROCK ETF TRUST
+$501.4K
16,575
增持
USEP
INNOVATOR ETFS TRUST
+$490.0K
109,869
+13%
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$480.7K
9,768
-66%
减持
AVUV
AMERICAN CENTY ETF TR
-$477.2K
26,223
-16%
减持
ABBV
ABBVIE INC
-$473.1K
21,002
-1%
增持
UDEC
INNOVATOR ETFS TRUST
+$472.7K
109,782
+14%
增持
USFR
WISDOMTREE TR
+$469.4K
13,685
+213%
增持
UAUG
INNOVATOR ETFS TRUST
+$468.9K
109,646
+12%
清仓
GOVT
ISHARES TR
-$464.5K
0
-100%
增持
QLTA
ISHARES TR
+$460.8K
31,824
+52%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$455.0K
0
-100%
减持
TSLA
TESLA INC
+$452.3K
3,810
-8%
增持
IFRA
ISHARES TR
+$446.7K
93,628
+13%
增持
NFLX
NETFLIX INC
+$443.8K
2,356
+1%
建仓
FE
FIRSTENERGY CORP
+$442.5K
11,124
减持
HON
HONEYWELL INTL INC
-$431.3K
3,353
-42%
建仓
XLP
SELECT SECTOR SPDR TR
+$428.4K
5,450
增持
UJUN
INNOVATOR ETFS TRUST
+$425.3K
122,795
+10%
建仓
VTEI
VANGUARD MUN BD FDS
+$415.1K
4,176
增持
VTI
VANGUARD INDEX FDS
+$399.3K
22,777
+4%
建仓
XLI
SELECT SECTOR SPDR TR
+$395.6K
3,002
减持
IHI
ISHARES TR
-$385.3K
7,303
-47%
增持
SHOP
SHOPIFY INC
+$385.1K
5,715
+106%
增持
T
AT&T INC
+$383.4K
36,169
+81%
建仓
CLX
CLOROX CO DEL
+$374.4K
2,305
减持
IUSB
ISHARES TR
-$369.1K
40,359
-13%
增持
IEF
ISHARES TR
+$358.6K
7,817
+111%
减持
IWR
ISHARES TR
-$357.1K
8,725
-32%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$352.3K
8,427
+10%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$348.7K
57,545
-11%
