C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 13F 持仓 · 2026年Q2
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 424 只证券,申报市值合计 20.25 亿美元。前几大持仓:SPYM(12.37%)、DFAC(6.00%)、CORO(4.34%)。本季前 25 大持仓中:增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $250.5M | 12.37% | 2.9M | 增持 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $121.5M | 6.00% | 2.7M | 减持 |
| 3 | CORO | BLACKROCK ETF TRUST | $87.9M | 4.34% | 2.4M | 增持 |
| 4 | VUG | VANGUARD INDEX FDS | $75.0M | 3.70% | 870,799 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $72.0M | 3.56% | 1.0M | 增持 |
| 6 | DYNF | BLACKROCK ETF TRUST | $71.0M | 3.51% | 1.0M | 增持 |
| 7 | VTV | VANGUARD INDEX FDS | $59.6M | 2.94% | 273,505 | 增持 |
| 8 | DFAX | DIMENSIONAL ETF TRUST | $50.2M | 2.48% | 1.4M | 减持 |
| 9 | SPYG | SPDR SERIES TRUST | $50.0M | 2.47% | 419,977 | 增持 |
| 10 | BAI | BLACKROCK ETF TRUST | $49.5M | 2.44% | 939,162 | 减持 |
| 11 | IVE | ISHARES TR | $39.6M | 1.95% | 174,363 | 增持 |
| 12 | DCOR | DIMENSIONAL ETF TRUST | $37.8M | 1.87% | 461,690 | 减持 |
| 13 | AAPL | APPLE INC | $30.8M | 1.52% | 106,345 | 增持 |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $28.8M | 1.42% | 595,099 | 增持 |
| 15 | MTUM | ISHARES TR | $25.4M | 1.26% | 74,194 | 减持 |
| 16 | IEMG | ISHARES INC | $24.7M | 1.22% | 297,950 | 减持 |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $23.6M | 1.17% | 395,627 | 增持 |
| 18 | SHLD | GLOBAL X FDS | $21.3M | 1.05% | 355,947 | 增持 |
| 19 | GOVT | ISHARES TR | $20.8M | 1.03% | 912,153 | 增持 |
| 20 | DFIC | DIMENSIONAL ETF TRUST | $19.3M | 0.95% | 517,545 | 增持 |
| 21 | THRO | BLACKROCK ETF TRUST | $19.2M | 0.95% | 445,384 | 减持 |
| 22 | QQQ | INVESCO QQQ TR | $18.4M | 0.91% | 24,923 | 减持 |
| 23 | MBB | ISHARES TR | $18.3M | 0.90% | 193,235 | 增持 |
| 24 | BSV | VANGUARD BD INDEX FDS | $16.7M | 0.82% | 213,928 | 增持 |
| 25 | DFSD | DIMENSIONAL ETF TRUST | $16.1M | 0.80% | 338,127 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR