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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 22
增持 111
减持 5
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$149.6M
7,885,055
+96%
增持
SPYM
SPDR SERIES TRUST
+$120.2M
3,058,670
+98%
增持
DCOR
DIMENSIONAL ETF TRUST
+$63.6M
1,707,935
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。
+108%
增持
QUAL
ISHARES TR
+$50.8M
457,735
+138%
增持
VUG
VANGUARD INDEX FDS
+$47.8M
194,974
+93%
增持
DYNF
BLACKROCK ETF TRUST
+$40.1M
1,277,743
+112%
增持
VTV
VANGUARD INDEX FDS
+$36.4M
390,305
+106%
增持
VOO
VANGUARD INDEX FDS
+$30.7M
57,987
+1225%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$30.4M
157,646
+469%
建仓
THRO
BLACKROCK ETF TRUST
+$30.2M
848,696
增持
BALT
INNOVATOR ETFS TRUST
+$27.9M
1,645,418
+107%
增持
QQQ
INVESCO QQQ TR
+$23.3M
56,543
+239%
增持
IVE
ISHARES TR
+$22.2M
204,248
+120%
增持
MSFT
MICROSOFT CORP
+$22.0M
64,663
+143%
增持
AAPL
APPLE INC
+$19.1M
167,215
+145%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$18.6M
506,112
+201%
增持
IYW
ISHARES TR
+$17.9M
193,084
+76%
增持
SPYG
SPDR SERIES TRUST
+$16.3M
452,222
+37%
增持
MTUM
ISHARES TR
+$15.8M
107,755
+118%
增持
VTI
VANGUARD INDEX FDS
+$15.7M
71,381
+228%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$15.5M
42,178
+347%
增持
NVDA
NVIDIA CORPORATION
+$13.2M
120,963
+124%
增持
IEMG
ISHARES INC
+$12.2M
430,992
+70%
增持
VYM
VANGUARD WHITEHALL FDS
+$12.0M
101,406
+774%
建仓
BAI
BLACKROCK ETF TRUST
+$11.8M
409,480
增持
UJUL
INNOVATOR ETFS TRUST
+$10.8M
516,838
+112%
增持
TFLO
ISHARES TR
+$10.3M
220,810
+1102%
增持
VB
VANGUARD INDEX FDS
+$10.2M
77,904
+109%
增持
DFUS
DIMENSIONAL ETF TRUST
+$10.0M
284,058
+90%
增持
MOAT
VANECK ETF TRUST
+$9.8M
107,736
+3391%
减持
EMXC
ISHARES INC
-$9.6M
15,082
-92%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$8.9M
84,523
+1135%
增持
UJAN
INNOVATOR ETFS TRUST
+$8.7M
387,860
+111%
建仓
FV
FIRST TR EXCHANGE TRADED FD
+$8.6M
145,284
增持
UOCT
INNOVATOR ETFS TRUST
+$8.4M
406,758
+115%
增持
UAPR
INNOVATOR ETFS TRUST
+$8.4M
476,990
+118%
建仓
SPMD
SPDR SERIES TRUST
+$8.4M
154,016
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$8.3M
211,264
增持
BNDX
VANGUARD CHARLOTTE FDS
+$7.8M
373,081
+71%
增持
AVGO
BROADCOM INC
+$7.6M
37,427
+137%
增持
SPY
SPDR S&P 500 ETF TR
+$7.2M
14,408
+363%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$7.1M
87,342
增持
AMZN
AMAZON COM INC
+$6.9M
52,770
+115%
增持
SOXX
ISHARES TR
+$6.6M
34,716
+286%
增持
ABBV
ABBVIE INC
+$6.4M
58,730
+172%
增持
UJUN
INNOVATOR ETFS TRUST
+$6.2M
302,552
+118%
增持
UAUG
INNOVATOR ETFS TRUST
+$6.0M
275,680
+120%
增持
USEP
INNOVATOR ETFS TRUST
+$5.9M
276,676
+120%
增持
UFEB
INNOVATOR ETFS TRUST
+$5.8M
297,674
+120%
增持
UDEC
INNOVATOR ETFS TRUST
+$5.8M
278,218
+120%
增持
UNOV
INNOVATOR ETFS TRUST
+$5.8M
281,682
+120%
增持
UMAR
INNOVATOR ETFS TRUST
+$5.8M
271,132
+119%
建仓
KRE
SPDR SERIES TRUST
+$5.7M
95,755
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.6M
736,027
+3%
增持
UMAY
INNOVATOR ETFS TRUST
+$5.6M
288,382
+120%
建仓
KBE
SPDR SERIES TRUST
+$5.6M
100,702
建仓
XLP
SELECT SECTOR SPDR TR
+$5.5M
67,404
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$5.1M
96,086
+274%
增持
QTUM
ETF SER SOLUTIONS
+$5.0M
61,312
+601%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$4.9M
138,804
增持
VOT
VANGUARD INDEX FDS
+$4.9M
18,950
+835%
增持
HD
HOME DEPOT INC
+$4.8M
26,361
+98%
增持
GLDM
WORLD GOLD TR
+$4.6M
102,368
+200%
建仓
XLV
SELECT SECTOR SPDR TR
+$4.4M
32,388
增持
OEF
ISHARES TR
+$4.4M
16,873
+488%
增持
BLOK
AMPLIFY ETF TR
+$4.3M
89,195
+354%
增持
DFIC
DIMENSIONAL ETF TRUST
+$4.3M
1,098,080
+3%
增持
GOOG
ALPHABET INC
+$4.3M
31,092
+309%
增持
IVV
ISHARES TR
+$4.3M
16,248
+58%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$4.2M
12,522
+294%
减持
SPAB
SPDR SERIES TRUST
-$3.9M
227,776
-41%
增持
META
META PLATFORMS INC
+$3.9M
8,324
+119%
增持
RY
ROYAL BK CDA
+$3.8M
50,170
+100%
增持
WMT
WALMART INC
+$3.7M
61,638
+136%
增持
NFLX
NETFLIX INC
+$3.6M
4,303
+86%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$3.3M
78,142
+161%
增持
VOE
VANGUARD INDEX FDS
+$3.3M
44,638
+77%
增持
IUSV
ISHARES TR
+$3.2M
69,602
+90%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.1M
19,178
+90%
增持
MAR
MARRIOTT INTL INC NEW
+$3.1M
20,219
+100%
增持
ABT
ABBOTT LABS
+$3.1M
42,617
+107%
增持
COST
COSTCO WHSL CORP NEW
+$3.0M
5,722
+105%
减持
DFAX
DIMENSIONAL ETF TRUST
+$3.0M
1,855,300
-5%
增持
IVW
ISHARES TR
+$3.0M
49,068
+89%
增持
ESGU
ISHARES TR
+$2.8M
40,458
+86%
增持
DGRO
ISHARES TR
+$2.6M
75,984
+109%
清仓
KBWP
INVESCO EXCH TRADED FD TR II
-$2.6M
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$2.5M
332,135
+11%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$2.5M
0
-100%
增持
GOOGL
ALPHABET INC
+$2.5M
22,101
+144%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.5M
24,132
+147%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$2.4M
0
-100%
增持
TLH
ISHARES TR
+$2.4M
102,068
+34%
建仓
FEZ
SPDR INDEX SHS FDS
+$2.4M
40,222
减持
SLV
ISHARES SILVER TR
-$2.4M
19,015
-81%
清仓
TBIL
RBB FD INC
-$2.4M
0
-100%
增持
XUSP
INNOVATOR ETFS TRUST
+$2.2M
135,800
+47%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.2M
48,162
+95%
建仓
XLE
SELECT SECTOR SPDR TR
+$2.2M
26,026
增持
—
EXXON MOBIL CORP
+$2.2M
45,208
+102%
清仓
XLY
SELECT SECTOR SPDR TR
-$2.2M
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$2.2M
11,600
+209%
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$2.1M
25,090
+95%
增持
JPM
JPMORGAN CHASE & CO.
+$2.0M
11,131
+128%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$2.0M
27,860
+100%
增持
TSLA
TESLA INC
+$2.0M
8,995
+170%
增持
CAT
CATERPILLAR INC
+$2.0M
8,232
+119%
清仓
HYG
ISHARES TR
-$2.0M
0
-100%
增持
EWG
ISHARES INC
+$1.9M
115,806
+46%
增持
NLR
VANECK ETF TRUST
+$1.9M
24,650
+121%
清仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$1.9M
0
-100%
增持
EPS
WISDOMTREE TR
+$1.9M
56,040
+96%
增持
GLD
SPDR GOLD TR
+$1.9M
14,295
+66%
增持
LMT
LOCKHEED MARTIN CORP
+$1.9M
6,917
+133%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.8M
57,084
增持
HEWJ
ISHARES TR
+$1.8M
72,368
+106%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.8M
470,765
+3%
增持
VGT
VANGUARD WORLD FD
+$1.8M
4,464
+104%
增持
IWR
ISHARES TR
+$1.7M
34,479
+102%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$1.7M
0
-100%
清仓
PBP
INVESCO EXCHANGE TRADED FD T
-$1.7M
0
-100%
增持
IXN
ISHARES TR
+$1.7M
33,304
+82%
增持
JNJ
JOHNSON & JOHNSON
+$1.7M
20,742
+109%
增持
VEEV
VEEVA SYS INC
+$1.6M
9,242
+101%
增持
VV
VANGUARD INDEX FDS
+$1.6M
10,730
+86%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$1.6M
0
-100%
增持
IWP
ISHARES TR
+$1.6M
19,748
+98%
增持
IYZ
ISHARES TR
+$1.5M
72,842
+222%
增持
VBK
VANGUARD INDEX FDS
+$1.5M
10,458
+91%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5M
284,026
+3%
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.5M
23,916
清仓
LQD
ISHARES TR
-$1.5M
0
-100%
增持
EFV
ISHARES TR
+$1.5M
43,767
+98%
建仓
VTIP
VANGUARD MALVERN FDS
+$1.5M
29,005
增持
SHW
SHERWIN WILLIAMS CO
+$1.4M
9,354
+85%
建仓
IGEB
ISHARES TR
+$1.4M
31,020
增持
LLY
ELI LILLY & CO
+$1.4M
3,073
+149%
建仓
PWB
INVESCO EXCHANGE TRADED FD T
+$1.4M
11,842
增持
VBR
VANGUARD INDEX FDS
+$1.4M
12,788
+111%
增持
—
EATON CORP PLC
+$1.4M
5,883
+120%
增持
PM
PHILIP MORRIS INTL INC
+$1.3M
16,124
+58%
增持
IWY
ISHARES TR
+$1.3M
9,226
+100%
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$1.3M
48,384
建仓
IDEV
ISHARES TR
+$1.3M
16,787
减持
XLF
SELECT SECTOR SPDR TR
-$1.3M
12,095
-68%
增持
CVX
CHEVRON CORP NEW
+$1.2M
14,713
+189%
建仓
IEFA
ISHARES TR
+$1.2M
14,959
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.2M
2,439
增持
T
AT&T INC
+$1.2M
81,067
+109%
清仓
EPOL
ISHARES TR
-$1.2M
0
-100%
