Creative Planning
OVERLAND PARK KS · SEC CIK 0001540235
$1,710.95亿2026Q2 申报市值
4,294持仓数
41.7%前十大占比 · 第一大 10.8%
319 / 141新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BND 加仓+$6.82亿
SPDW 加仓+$5.35亿
BSV 加仓+$5.03亿
IVV 加仓+$4.43亿
SPMD 加仓+$3.11亿
2026Q2 卖出最多 按季末市值估算
VEA 减仓-$2.45亿
VV 减仓-$7,667.47万
VO 减仓-$4,273.09万
HON 减仓-$3,948.08万
AGG 减仓-$3,880.50万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $184.30亿 | 10.77% | 24,609,695 | 591,199 | 2.5% | $4.43亿 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $95.93亿 | 5.61% | 130,673,715 | 9,288,309 | 7.7% | $6.82亿 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $83.35亿 | 4.87% | 116,981,979 | -3,436,418 | -2.9% | -$2.45亿 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $72.78亿 | 4.25% | 144,440,101 | 10,619,036 | 7.9% | $5.35亿 | 加仓 |
| SPMD | SPDR SERIES TRUST | $68.40亿 | 4.00% | 101,248,410 | 4,607,251 | 4.8% | $3.11亿 | 加仓 |
| IEMG | ISHARES INC | $65.40亿 | 3.82% | 78,943,848 | 1,288,994 | 1.7% | $1.07亿 | 加仓 |
| VV | VANGUARD INDEX FDS | $41.41亿 | 2.42% | 12,039,581 | -222,950 | -1.8% | -$7,667.47万 | 减仓 |
| AAPL | APPLE INC | $35.90亿 | 2.10% | 12,407,426 | 278,027 | 2.3% | $8,044.99万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $34.15亿 | 2.00% | 43,838,959 | 6,454,168 | 17.3% | $5.03亿 | 加仓 |
| SPYM | SPDR SERIES TRUST | $31.08亿 | 1.82% | 35,366,422 | 1,707,394 | 5.1% | $1.50亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $29.40亿 | 1.72% | 14,693,402 | 1,158,089 | 8.6% | $2.32亿 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $26.95亿 | 1.58% | 21,603,359 | 1,407,868 | 7.0% | $1.76亿 | 加仓 |
| VO | VANGUARD INDEX FDS | $26.36亿 | 1.54% | 32,713,198 | -530,358 | -1.6% | -$4,273.09万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $26.29亿 | 1.54% | 25,514,696 | 1,734,847 | 7.3% | $1.79亿 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $23.99亿 | 1.40% | 81,513,814 | -756,223 | -0.9% | -$2,225.56万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $23.02亿 | 1.35% | 27,848,061 | 825,244 | 3.1% | $6,820.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $22.91亿 | 1.34% | 27,823,389 | 1,592,411 | 6.1% | $1.31亿 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $22.80亿 | 1.33% | 51,785,146 | 3,823,420 | 8.0% | $1.68亿 | 加仓 |
| VTI | VANGUARD INDEX FDS | $22.48亿 | 1.31% | 6,075,603 | -45,107 | -0.7% | -$1,669.14万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.12亿 | 1.29% | 2,961,460 | 5,454 | 0.2% | $407.29万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $16.90亿 | 0.99% | 56,313,973 | 3,244,562 | 6.1% | $9,736.93万 | 加仓 |
| IDEV | ISHARES TR | $16.69亿 | 0.98% | 18,754,418 | -338,533 | -1.8% | -$3,013.28万 | 减仓 |
| MUB | ISHARES TR | $15.93亿 | 0.93% | 14,801,826 | 434,348 | 3.0% | $4,674.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $15.50亿 | 0.91% | 4,155,769 | 285,189 | 7.4% | $1.06亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.25亿 | 0.83% | 2,847,386 | 9,542 | 0.3% | $477.47万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $13.82亿 | 0.81% | 27,320,238 | -211,850 | -0.8% | -$1,071.54万 | 减仓 |
| AGG | ISHARES TR | $13.50亿 | 0.79% | 13,634,358 | -392,049 | -2.8% | -$3,880.50万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $12.75亿 | 0.75% | 46,025,845 | -1,108,998 | -2.4% | -$3,071.92万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $12.39亿 | 0.72% | 21,003,636 | 1,803,611 | 9.4% | $1.06亿 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $11.76亿 | 0.69% | 12,196,894 | -363,691 | -2.9% | -$3,507.07万 | 减仓 |
| GOOGL | ALPHABET INC | $11.44亿 | 0.67% | 3,202,466 | 251,238 | 8.5% | $8,978.49万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $11.37亿 | 0.66% | 1,655,904 | 37,771 | 2.3% | $2,594.15万 | 加仓 |
| AMZN | AMAZON COM INC | $11.19亿 | 0.65% | 4,694,102 | 379,978 | 8.8% | $9,056.40万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $11.08亿 | 0.65% | 21,397,101 | -373,978 | -1.7% | -$1,936.46万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $10.70亿 | 0.63% | 29,016,208 | -415,802 | -1.4% | -$1,533.06万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $10.65亿 | 0.62% | 17,840,334 | -380,872 | -2.1% | -$2,273.43万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $9.30亿 | 0.54% | 13,305,154 | -216,333 | -1.6% | -$1,512.17万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $7.65亿 | 0.45% | 21,086,695 | -671,447 | -3.1% | -$2,434.67万 | 减仓 |
| AVGO | BROADCOM INC | $7.24亿 | 0.42% | 1,917,351 | 115,457 | 6.4% | $4,361.39万 | 加仓 |
| GOOG | ALPHABET INC | $6.82亿 | 0.40% | 1,931,002 | 106,852 | 5.9% | $3,775.40万 | 加仓 |
| VB | VANGUARD INDEX FDS | $6.13亿 | 0.36% | 2,021,950 | -13,686 | -0.7% | -$414.85万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $6.06亿 | 0.35% | 3,834,889 | -4,263 | -0.1% | -$67.37万 | 减仓 |
| META | META PLATFORMS INC | $5.76亿 | 0.34% | 1,022,780 | 75,034 | 7.9% | $4,226.59万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5.40亿 | 0.32% | 733,485 | 15,167 | 2.1% | $1,116.90万 | 加仓 |
| LLY | ELI LILLY & CO | $5.35亿 | 0.31% | 445,706 | 25,071 | 6.0% | $3,007.09万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5.21亿 | 0.30% | 1,591,305 | 47,837 | 3.1% | $1,565.85万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5.19亿 | 0.30% | 449,717 | 46,410 | 11.5% | $5,357.06万 | 加仓 |
| AMAT | APPLIED MATLS INC | $4.83亿 | 0.28% | 667,761 | 33,123 | 5.2% | $2,394.79万 | 加仓 |
| TSLA | TESLA INC | $4.75亿 | 0.28% | 1,130,268 | 75,440 | 7.2% | $3,173.01万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $4.65亿 | 0.27% | 19,656,745 | -701,158 | -3.4% | -$1,660.34万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4.47亿 | 0.26% | 769,530 | 38,297 | 5.2% | $2,224.71万 | 加仓 |
| CAT | CATERPILLAR INC | $4.04亿 | 0.24% | 379,703 | 13,934 | 3.8% | $1,483.83万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $3.85亿 | 0.23% | 4,244,480 | 118,053 | 2.9% | $1,071.80万 | 加仓 |
| IJH | ISHARES TR | $3.77亿 | 0.22% | 4,887,959 | 49,410 | 1.0% | $381.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3.52亿 | 0.21% | 1,384,963 | 43,682 | 3.3% | $1,109.39万 | 加仓 |
| ITOT | ISHARES TR | $3.39亿 | 0.20% | 2,063,768 | 14,398 | 0.7% | $236.52万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.38亿 | 0.20% | 707,850 | 69,334 | 10.9% | $3,311.19万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3.16亿 | 0.18% | 728,684 | 14,182 | 2.0% | $614.55万 | 加仓 |
| SUB | ISHARES TR | $3.15亿 | 0.18% | 2,954,555 | 49,703 | 1.7% | $529.19万 | 加仓 |
| SCZ | ISHARES TR | $3.13亿 | 0.18% | 3,798,676 | -125,694 | -3.2% | -$1,034.08万 | 减仓 |
| — | EXXON MOBIL CORP | $3.12亿 | 0.18% | 2,283,468 | 48,499 | 2.2% | $663.08万 | 加仓 |
| V | VISA INC | $3.07亿 | 0.18% | 893,823 | 82,141 | 10.1% | $2,818.17万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2.94亿 | 0.17% | 2,768,104 | -221,175 | -7.4% | -$2,351.31万 | 减仓 |
| WMT | WALMART INC | $2.88亿 | 0.17% | 2,546,299 | -5,273 | -0.2% | -$59.72万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2.87亿 | 0.17% | 306,789 | 5,556 | 1.8% | $519.75万 | 加仓 |
| ABBV | ABBVIE INC | $2.83亿 | 0.17% | 1,126,243 | 22,753 | 2.1% | $572.56万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.83亿 | 0.17% | 1,196,126 | -8,796 | -0.7% | -$208.13万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2.72亿 | 0.16% | 3,321,135 | -35,884 | -1.1% | -$294.03万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $2.71亿 | 0.16% | 1,102,341 | -35,196 | -3.1% | -$866.56万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2.68亿 | 0.16% | 4,865,323 | -87,422 | -1.8% | -$480.91万 | 减仓 |
| IWB | ISHARES TR | $2.67亿 | 0.16% | 651,215 | 8,922 | 1.4% | $365.36万 | 加仓 |
| IEFA | ISHARES TR | $2.62亿 | 0.15% | 2,717,102 | -36,020 | -1.3% | -$347.88万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2.57亿 | 0.15% | 2,010,520 | -139,655 | -6.5% | -$1,784.93万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $2.57亿 | 0.15% | 7,674,046 | -301,397 | -3.8% | -$1,008.47万 | 减仓 |
| DGS | WISDOMTREE TR | $2.56亿 | 0.15% | 3,960,885 | -247,363 | -5.9% | -$1,600.69万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2.47亿 | 0.14% | 1,682,966 | -11,023 | -0.7% | -$161.64万 | 减仓 |
| CSCO | CISCO SYS INC | $2.37亿 | 0.14% | 2,019,639 | 112,450 | 5.9% | $1,320.84万 | 加仓 |
| IWF | ISHARES TR | $2.32亿 | 0.14% | 1,869,072 | -16,316 | -0.9% | -$202.60万 | 减仓 |
| HD | HOME DEPOT INC | $2.30亿 | 0.13% | 653,261 | 32,225 | 5.2% | $1,136.51万 | 加仓 |
| BAC | BANK OF AMER CORP | $2.20亿 | 0.13% | 3,866,843 | 204,124 | 5.6% | $1,163.10万 | 加仓 |
| INTC | INTEL CORP | $2.15亿 | 0.13% | 1,541,526 | 93,442 | 6.5% | $1,304.73万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2.12亿 | 0.12% | 5,873,670 | -119,304 | -2.0% | -$431.05万 | 减仓 |
| EFA | ISHARES TR | $2.12亿 | 0.12% | 2,039,695 | -47,658 | -2.3% | -$495.07万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2.04亿 | 0.12% | 935,349 | 32,566 | 3.6% | $709.71万 | 加仓 |
| DOL | WISDOMTREE TR | $2.00亿 | 0.12% | 2,688,178 | -8,752 | -0.3% | -$65.08万 | 减仓 |
| KO | COCA COLA CO | $1.95亿 | 0.11% | 2,398,911 | 77,242 | 3.3% | $627.75万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.94亿 | 0.11% | 2,251,293 | 85,677 | 4.0% | $738.02万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1.94亿 | 0.11% | 1,465,297 | 7,469 | 0.5% | $98.77万 | 加仓 |
| IJR | ISHARES TR | $1.86亿 | 0.11% | 1,251,825 | -5,051 | -0.4% | -$74.91万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.83亿 | 0.11% | 3,381,003 | -33,818 | -1.0% | -$182.68万 | 减仓 |
| MRK | MERCK & CO INC | $1.74亿 | 0.10% | 1,354,765 | 46,468 | 3.6% | $597.11万 | 加仓 |
| KLAC | KLA CORP | $1.73亿 | 0.10% | 573,640 | 10,880 | 1.9% | $328.26万 | 加仓 |
| IWM | ISHARES TR | $1.69亿 | 0.10% | 561,917 | -8,958 | -1.6% | -$269.14万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1.66亿 | 0.10% | 236,181 | -12,500 | -5.0% | -$879.18万 | 减仓 |
| ORCL | ORACLE CORP | $1.65亿 | 0.10% | 1,126,280 | 60,155 | 5.6% | $881.57万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.63亿 | 0.10% | 218 | -7 | -3.1% | -$524.00万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1.60亿 | 0.09% | 2,776,196 | -26,425 | -0.9% | -$152.39万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1.59亿 | 0.09% | 1,330,391 | 51,967 | 4.1% | $621.11万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.58亿 | 0.09% | 954,599 | 54,075 | 6.0% | $896.35万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.53亿 | 0.09% | 545,121 | 47,160 | 9.5% | $1,326.19万 | 加仓 |