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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 14
增持 19
减持 110
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
DFAC
DIMENSIONAL ETF TRUST
-$127.3M
4,025,732
-49%
减持
SPYM
SPDR SERIES TRUST
-$96.6M
1,605,031
-48%
减持
DCOR
DIMENSIONAL ETF TRUST
-$49.1M
904,883
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。
-47%
减持
QUAL
ISHARES TR
-$40.3M
222,853
-51%
减持
VUG
VANGUARD INDEX FDS
-$33.3M
108,814
-44%
减持
VTV
VANGUARD INDEX FDS
-$28.8M
215,634
-45%
减持
IYW
ISHARES TR
-$27.5M
30,648
-84%
减持
BALT
INNOVATOR ETFS TRUST
-$24.6M
858,514
-48%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$24.5M
45,726
-71%
减持
VOO
VANGUARD INDEX FDS
-$23.4M
15,620
-73%
减持
DYNF
BLACKROCK ETF TRUST
-$22.6M
794,480
-38%
减持
SPYG
SPDR SERIES TRUST
-$18.3M
237,673
-47%
减持
IVE
ISHARES TR
-$16.4M
113,889
-44%
减持
VTI
VANGUARD INDEX FDS
-$14.7M
21,369
-70%
减持
MSFT
MICROSOFT CORP
-$14.5M
34,053
-47%
减持
QQQ
INVESCO QQQ TR
-$13.2M
30,024
-47%
减持
THRO
BLACKROCK ETF TRUST
-$12.5M
466,433
-45%
减持
MTUM
ISHARES TR
-$11.9M
54,508
-49%
减持
VYM
VANGUARD WHITEHALL FDS
-$11.9M
11,592
-89%
减持
TFLO
ISHARES TR
-$10.5M
13,472
-94%
减持
AAPL
APPLE INC
-$9.2M
98,563
-41%
建仓
SHLD
GLOBAL X FDS
+$9.2M
130,495
减持
DFUS
DIMENSIONAL ETF TRUST
-$9.0M
138,967
-51%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$8.9M
23,118
-45%
减持
UJUL
INNOVATOR ETFS TRUST
-$8.7M
270,179
-48%
清仓
SPMD
SPDR SERIES TRUST
-$8.4M
0
-100%
减持
MOAT
VANECK ETF TRUST
-$8.2M
19,242
-82%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.9M
831,601
+13%
减持
NVDA
NVIDIA CORPORATION
-$7.5M
62,075
-49%
减持
FV
FIRST TR EXCHANGE TRADED FD
-$7.4M
18,954
-87%
减持
UJAN
INNOVATOR ETFS TRUST
-$7.0M
205,424
-47%
减持
AVGO
BROADCOM INC
-$6.9M
10,262
-73%
减持
UAPR
INNOVATOR ETFS TRUST
-$6.8M
251,545
-47%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$6.8M
3,033
-97%
减持
UOCT
INNOVATOR ETFS TRUST
-$6.6M
216,375
-47%
增持
BAI
BLACKROCK ETF TRUST
+$6.3M
529,670
+29%
减持
VB
VANGUARD INDEX FDS
-$6.0M
48,929
-37%
减持
GLDM
WORLD GOLD TR
-$6.0M
9,463
-91%
减持
AMZN
AMAZON COM INC
-$5.8M
26,327
-50%
增持
IEMG
ISHARES INC
+$5.7M
479,511
+11%
清仓
XLP
SELECT SECTOR SPDR TR
-$5.5M
0
-100%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$5.0M
36,954
-56%
减持
KBE
SPDR SERIES TRUST
-$5.0M
9,826
-90%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$5.0M
93,143
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$4.9M
543,511
+7%
减持
KRE
SPDR SERIES TRUST
-$4.9M
12,871
-87%
建仓
AVDE
AMERICAN CENTY ETF TR
+$4.9M
61,713
减持
UJUN
INNOVATOR ETFS TRUST
-$4.8M
163,759
-46%
增持
IAU
ISHARES GOLD TR
+$4.7M
154,853
+47%
增持
USFR
WISDOMTREE TR
+$4.6M
107,353
+559%
增持
BIL
SPDR SERIES TRUST
+$4.5M
257,323
+23%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$4.5M
11,462
-92%
减持
IVV
ISHARES TR
-$4.4M
8,425
-48%
减持
UMAR
INNOVATOR ETFS TRUST
-$4.4M
147,410
-46%
减持
UAUG
INNOVATOR ETFS TRUST
-$4.4M
149,474
-46%
减持
UNOV
INNOVATOR ETFS TRUST
-$4.4M
153,045
-46%
减持
UFEB
INNOVATOR ETFS TRUST
-$4.4M
162,156
-46%
减持
UMAY
INNOVATOR ETFS TRUST
-$4.4M
157,407
-45%
清仓
XLV
SELECT SECTOR SPDR TR
-$4.4M
0
-100%
减持
USEP
INNOVATOR ETFS TRUST
-$4.4M
150,890
-45%
减持
EWG
ISHARES INC
-$4.3M
13,682
-88%
减持
UDEC
INNOVATOR ETFS TRUST
-$4.3M
151,892
-45%
减持
HD
HOME DEPOT INC
-$4.3M
13,224
-50%
减持
ABBV
ABBVIE INC
-$4.2M
28,932
-51%
减持
SPY
SPDR S&P 500 ETF TR
-$4.0M
7,350
-49%
减持
VOT
VANGUARD INDEX FDS
-$3.7M
5,779
-70%
清仓
EPS
WISDOMTREE TR
-$3.6M
0
-100%
减持
VOE
VANGUARD INDEX FDS
-$3.6M
21,521
-52%
增持
DFIC
DIMENSIONAL ETF TRUST
+$3.5M
1,147,403
+4%
建仓
ITA
ISHARES TR
+$3.4M
16,388
减持
IUSV
ISHARES TR
-$3.4M
31,620
-55%
减持
DFAX
DIMENSIONAL ETF TRUST
+$3.2M
1,839,453
-1%
减持
COST
COSTCO WHSL CORP NEW
-$3.2M
2,637
-54%
减持
SPAB
SPDR SERIES TRUST
-$3.2M
102,934
-55%
建仓
UFO
PROCURE ETF TRUST II
+$3.1M
87,670
减持
NFLX
NETFLIX INC
-$3.1M
2,214
-49%
减持
ABT
ABBOTT LABS
-$3.0M
20,949
-51%
减持
RY
ROYAL BK CDA
-$2.9M
25,046
-50%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.9M
312,977
+10%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.9M
9,734
-49%
减持
MAR
MARRIOTT INTL INC NEW
-$2.9M
10,108
-50%
减持
XUSP
INNOVATOR ETFS TRUST
-$2.8M
62,795
-54%
减持
META
META PLATFORMS INC
-$2.8M
4,606
-45%
减持
WMT
WALMART INC
-$2.7M
31,848
-48%
减持
OEF
ISHARES TR
-$2.7M
7,215
-57%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$2.6M
6,203
-50%
建仓
SIL
GLOBAL X FDS
+$2.6M
35,812
建仓
GDX
VANECK ETF TRUST
+$2.5M
33,365
减持
FTC
FIRST TR EXCHANGE-TRADED ALP
-$2.5M
7,771
-69%
减持
ESGU
ISHARES TR
-$2.5M
20,270
-50%
减持
QTUM
ETF SER SOLUTIONS
-$2.4M
31,006
-49%
减持
AVUV
AMERICAN CENTY ETF TR
-$2.2M
22,161
-54%
减持
IVW
ISHARES TR
-$2.0M
28,038
-43%
减持
DGRO
ISHARES TR
-$1.9M
43,189
-43%
减持
HEWJ
ISHARES TR
-$1.9M
27,004
-63%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.9M
494,668
+5%
减持
GOOG
ALPHABET INC
-$1.8M
15,120
-51%
减持
IYZ
ISHARES TR
-$1.8M
10,523
-86%
减持
TIP
ISHARES TR
-$1.7M
4,326
-79%
增持
LLY
ELI LILLY & CO
+$1.7M
5,424
+77%
减持
—
EXXON MOBIL CORP
-$1.7M
27,943
-38%
建仓
EEM
ISHARES TR
+$1.7M
31,311
减持
LMT
LOCKHEED MARTIN CORP
-$1.6M
3,191
-54%
减持
PM
PHILIP MORRIS INTL INC
-$1.6M
8,304
-48%
增持
TLH
ISHARES TR
+$1.5M
115,536
+13%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$1.5M
50,687
-35%
减持
IWR
ISHARES TR
-$1.5M
17,562
-49%
建仓
ESPO
VANECK ETF TRUST
+$1.5M
12,037
减持
VBK
VANGUARD INDEX FDS
-$1.4M
4,962
-53%
减持
VV
VANGUARD INDEX FDS
-$1.4M
5,447
-49%
减持
IWP
ISHARES TR
-$1.4M
9,517
-52%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$1.4M
34,000
增持
SPDW
SPDR INDEX SHS FDS
+$1.4M
346,225
+4%
减持
SOXX
ISHARES TR
-$1.4M
25,543
-26%
增持
MBB
ISHARES TR
+$1.4M
104,656
+14%
建仓
GAUG
FIRST TR EXCHNG TRADED FD VI
+$1.4M
35,170
减持
IXN
ISHARES TR
-$1.3M
16,856
-49%
减持
IYK
ISHARES TR
-$1.3M
6,784
-73%
增持
XLK
SELECT SECTOR SPDR TR
+$1.3M
14,988
+29%
减持
FLOT
ISHARES TR
-$1.3M
10,770
-70%
减持
VEEV
VEEVA SYS INC
-$1.3M
4,620
-50%
减持
JPM
JPMORGAN CHASE & CO.
-$1.3M
6,178
-44%
建仓
AGG
ISHARES TR
+$1.3M
12,538
减持
—
EATON CORP PLC
-$1.2M
2,292
-61%
减持
CAT
CATERPILLAR INC
-$1.2M
4,123
-50%
增持
BINC
BLACKROCK ETF TRUST II
+$1.2M
191,869
+13%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$1.2M
4,196
-82%
减持
CVX
CHEVRON CORP NEW
-$1.2M
5,790
-61%
建仓
XLI
SELECT SECTOR SPDR TR
+$1.2M
7,592
增持
BSV
VANGUARD BD INDEX FDS
+$1.2M
148,186
+11%
减持
GOOGL
ALPHABET INC
-$1.1M
11,310
-49%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.1M
3,536
-50%
清仓
RSPU
INVESCO EXCHANGE TRADED FD T
-$1.1M
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
-$1.1M
6,096
-35%
清仓
FXU
FIRST TR EXCHANGE TRADED FD
-$1.1M
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$1.1M
6,765
-47%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
2,941
-56%
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$1.1M
22,418
减持
T
AT&T INC
-$1.1M
45,890
-43%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.0M
323,233
+7%
减持
FNDX
SCHWAB STRATEGIC TR
-$1.0M
12,614
-77%
减持
FEZ
SPDR INDEX SHS FDS
-$1.0M
22,436
-44%
减持
DRI
DARDEN RESTAURANTS INC
-$1.0M
4,053
-50%
减持
MS
MORGAN STANLEY
-$989.9K
7,966
-50%
减持
NLR
VANECK ETF TRUST
-$982.5K
12,960
-47%
清仓
IYF
ISHARES TR
-$967.4K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$950.2K
11,708
-74%
增持
MCD
MCDONALDS CORP
+$933.0K
7,511
+63%
减持
NSC
NORFOLK SOUTHN CORP
-$927.5K
4,302
-50%
减持
CEG
CONSTELLATION ENERGY CORP
-$924.7K
1,316
-69%
