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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 26
增持 55
减持 58
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
CORO
BLACKROCK ETF TRUST
+$72.6M
2,256,891
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$39.6M
0
-100%
增持
SPYM
SPDR SERIES TRUST
+$39.5M
2,343,557
+34%
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。
减持
IEMG
ISHARES INC
-$22.5M
424,155
-45%
建仓
GOVT
ISHARES TR
+$18.5M
808,370
减持
IVE
ISHARES TR
-$14.5M
156,320
-30%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$9.7M
30,072
-55%
增持
BAI
BLACKROCK ETF TRUST
+$9.0M
945,924
+42%
增持
SHLD
GLOBAL X FDS
+$8.2M
267,958
+61%
减持
IAU
ISHARES GOLD TR
-$7.0M
94,707
-50%
减持
SPDW
SPDR INDEX SHS FDS
-$5.9M
227,899
-38%
增持
VTV
VANGUARD INDEX FDS
+$4.8M
240,791
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.5M
917,014
+6%
建仓
SPMD
SPDR SERIES TRUST
+$4.5M
76,488
建仓
SPSM
SPDR SERIES TRUST
+$4.5M
93,343
减持
EEM
ISHARES TR
-$4.4M
38,268
-68%
增持
TFLO
ISHARES TR
+$4.2M
494,090
+20%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$4.1M
546,149
+19%
增持
MSFT
MICROSOFT CORP
-$3.6M
36,037
+3%
减持
LLY
ELI LILLY & CO
-$3.5M
1,487
-67%
减持
SOXX
ISHARES TR
-$3.3M
10,344
-54%
减持
AAPL
APPLE INC
-$3.2M
104,760
-4%
减持
IYW
ISHARES TR
-$2.8M
19,793
-38%
增持
USFR
WISDOMTREE TR
+$2.7M
75,007
+240%
增持
MBB
ISHARES TR
+$2.5M
175,119
+18%
增持
MLPX
GLOBAL X FDS
+$2.5M
39,800
+436%
减持
BINC
BLACKROCK ETF TRUST II
-$2.5M
242,355
-15%
增持
IVV
ISHARES TR
+$2.3M
18,344
+30%
增持
BALT
INNOVATOR ETFS TRUST
+$2.2M
223,169
+42%
增持
XLE
SELECT SECTOR SPDR TR
+$2.2M
47,210
+193%
减持
DFAX
DIMENSIONAL ETF TRUST
-$2.2M
1,416,825
-8%
减持
DFIC
DIMENSIONAL ETF TRUST
-$2.1M
494,724
-13%
建仓
MLN
VANECK ETF TRUST
+$2.1M
117,745
减持
ZALT
INNOVATOR ETFS TRUST
-$2.0M
142,914
-30%
减持
QQQ
INVESCO QQQ TR
-$2.0M
26,972
-6%
建仓
IDEF
BLACKROCK ETF TRUST
+$1.9M
59,127
减持
OEF
ISHARES TR
-$1.8M
739
-88%
建仓
MIAX
MIAMI INTL HLDGS INC
+$1.8M
46,948
增持
BSV
VANGUARD BD INDEX FDS
+$1.8M
185,081
+15%
增持
—
EXXON MOBIL CORP
+$1.7M
26,576
+14%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.7M
351,544
+9%
建仓
VLUE
ISHARES TR
+$1.7M
11,646
建仓
HEAL
GLOBAL X FDS
+$1.6M
67,289
建仓
XLC
SELECT SECTOR SPDR TR
+$1.6M
14,430
建仓
HDV
ISHARES TR
+$1.6M
11,695
减持
SPAB
SPDR SERIES TRUST
-$1.6M
136,109
-31%
建仓
IYR
ISHARES TR
+$1.5M
16,171
增持
VTEI
VANGUARD MUN BD FDS
+$1.5M
52,738
+42%
增持
XLY
SELECT SECTOR SPDR TR
+$1.5M
16,943
+501%
增持
ZJAN
INNOVATOR ETFS TRUST
+$1.5M
66,294
+462%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.5M
33,060
-26%
增持
BIV
VANGUARD BD INDEX FDS
+$1.5M
98,580
+25%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$1.3M
6,378
-79%
建仓
AIPO
TIDAL TRUST II
+$1.2M
50,040
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.2M
3,476
+35%
建仓
TCAI
TORTOISE CAPITAL SERIES TRUS
+$1.2M
35,934
建仓
DTCR
GLOBAL X FDS
+$1.2M
51,433
减持
IWY
ISHARES TR
-$1.2M
5,576
-41%
建仓
SETM
SPROTT FDS TR
+$1.2M
36,515
建仓
EUHY
ISHARES INC
+$1.2M
22,668
增持
HIMU
BLACKROCK ETF TRUST II
+$1.2M
122,857
+27%
建仓
ICOP
ISHARES TR
+$1.2M
24,616
增持
XLV
SELECT SECTOR SPDR TR
+$1.2M
21,412
+67%
减持
AVGO
BROADCOM INC
-$1.1M
8,028
-22%
增持
TLH
ISHARES TR
+$1.0M
114,241
+11%
减持
HYGW
ISHARES TR
-$1.0M
29,348
-54%
增持
JAJL
INNOVATOR ETFS TRUST
+$1.0M
58,176
+157%
减持
GLD
SPDR GOLD TR
-$1.0M
10,167
-25%
增持
EFG
ISHARES TR
+$1.0M
12,325
+284%
减持
IWR
ISHARES TR
-$1.0M
8,987
-54%
建仓
IWX
ISHARES TR
+$945.0K
10,197
增持
QUAL
ISHARES TR
+$943.9K
143,329
+7%
增持
MUB
ISHARES TR
+$924.9K
25,168
+54%
增持
IJR
ISHARES TR
+$913.0K
11,981
+150%
增持
GOOG
ALPHABET INC
+$910.6K
14,554
+40%
增持
THRO
BLACKROCK ETF TRUST
+$909.4K
629,862
+11%
增持
BLV
VANGUARD BD INDEX FDS
+$899.5K
98,102
+17%
增持
VB
VANGUARD INDEX FDS
+$893.0K
47,917
+6%
减持
META
META PLATFORMS INC
-$892.4K
4,609
-14%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$891.3K
45,196
-15%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$877.0K
19,436
-4%
增持
SPYG
SPDR SERIES TRUST
-$862.7K
314,137
+6%
减持
SLV
ISHARES SILVER TR
-$847.1K
14,999
-48%
增持
FNDF
SCHWAB STRATEGIC TR
+$842.4K
60,685
+29%
减持
IVW
ISHARES TR
-$837.0K
25,277
-16%
减持
IWV
ISHARES TR
-$824.9K
2,343
-46%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$823.2K
0
-100%
增持
MGV
VANGUARD WORLD FD
+$810.8K
12,345
+78%
增持
DFAC
DIMENSIONAL ETF TRUST
-$806.9K
2,858,739
+1%
增持
CLOA
BLACKROCK ETF TRUST II
+$777.9K
61,617
+32%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$776.9K
150,801
+13%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$774.7K
9,733
-7%
减持
XUSP
INNOVATOR ETFS TRUST
-$771.6K
32,201
-30%
建仓
BLCR
BLACKROCK ETF TRUST
+$753.8K
18,359
增持
DFGX
DIMENSIONAL ETF TRUST
+$753.4K
172,178
+9%
清仓
FSEP
FIRST TR EXCHNG TRADED FD VI
-$746.1K
0
-100%
减持
AMZN
AMAZON COM INC
-$726.1K
26,783
-2%
增持
VOO
VANGUARD INDEX FDS
-$723.4K
30,898
+1%
清仓
FTC
FIRST TR EXCHANGE-TRADED ALP
-$719.3K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$712.4K
12,807
-12%
增持
PAVE
GLOBAL X FDS
+$711.7K
24,099
+125%
清仓
DRI
DARDEN RESTAURANTS INC
-$707.4K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$704.7K
28,682
-32%
减持
GOOGL
ALPHABET INC
-$702.7K
11,785
-10%
减持
DSEP
FIRST TR EXCHNG TRADED FD VI
-$696.1K
15,455
-50%
减持
TSLA
TESLA INC
-$683.0K
5,356
-10%
减持
SCHG
SCHWAB STRATEGIC TR
-$663.1K
10,926
-64%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$648.3K
9,717
-4%
增持
DGCB
DIMENSIONAL ETF TRUST
+$645.0K
141,021
+9%
建仓
BND
VANGUARD BD INDEX FDS
+$640.7K
8,700
增持
DFCF
DIMENSIONAL ETF TRUST
+$634.5K
219,632
+8%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$634.3K
26,411
+75%
建仓
IJK
ISHARES TR
+$624.6K
6,207
减持
IEFA
ISHARES TR
-$614.2K
22,988
-24%
减持
GLDM
WORLD GOLD TR
-$607.1K
3,855
-66%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$603.5K
18,178
-35%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
-$601.2K
13,952
+5%
减持
VGT
VANGUARD WORLD FD
-$598.6K
1,986
-25%
增持
DFSD
DIMENSIONAL ETF TRUST
+$594.9K
296,727
+5%
建仓
AVEM
AMERICAN CENTY ETF TR
+$594.4K
7,376
减持
SUB
ISHARES TR
-$594.2K
3,734
-60%
增持
MEAR
ISHARES U S ETF TR
+$586.3K
77,831
+18%
增持
XLK
SELECT SECTOR SPDR TR
+$584.5K
37,468
+23%
清仓
RPG
INVESCO EXCHANGE TRADED FD T
-$581.4K
0
-100%
建仓
XLB
SELECT SECTOR SPDR TR
+$567.4K
11,355
清仓
ARKK
ARK ETF TR
-$562.2K
0
-100%
减持
EFV
ISHARES TR
-$553.4K
46,390
-17%
减持
IDEV
ISHARES TR
-$547.7K
16,273
-30%
增持
DFNM
DIMENSIONAL ETF TRUST
+$540.9K
70,009
+20%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$511.1K
11,095
减持
DFUS
DIMENSIONAL ETF TRUST
-$505.8K
92,337
-3%
清仓
BIDD
BLACKROCK ETF TRUST
-$493.0K
0
-100%
增持
SHYM
BLACKROCK ETF TRUST II
+$492.9K
70,045
+48%
增持
UAPR
INNOVATOR ETFS TRUST
+$487.5K
175,304
+7%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$485.5K
6,825
减持
DIA
STATE STR SPDR DOW JONES IND
-$479.1K
2,214
-29%
减持
CAT
CATERPILLAR INC
+$472.5K
4,096
-3%
减持
ABT
ABBOTT LABORATORIES
-$471.6K
19,573
-1%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
+$468.1K
61,937
-5%
增持
MTUM
ISHARES TR
+$454.4K
103,782
+6%
减持
DFEM
DIMENSIONAL ETF TRUST
-$454.3K
223,810
-10%
增持
NVDA
NVIDIA CORPORATION
-$451.1K
58,905
+2%
减持
ITA
ISHARES TR
-$434.6K
990
-67%
减持
FBCG
FIDELITY COVINGTON TRUST
-$434.1K
90,448
-0%
减持
CVS
CVS HEALTH CORP
-$433.2K
4,907
-50%
清仓
SHY
ISHARES TR
-$433.1K
0
-100%
清仓
OKLO
OKLO INC
-$432.3K
0
-100%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$430.4K
0
-100%
减持
QLTA
ISHARES TR
-$427.1K
54,076
-13%
减持
EMXC
ISHARES INC
-$423.0K
8,212
-44%
