Creative Planning
OVERLAND PARK KS · SEC CIK 0001540235
$1,474.25亿2026Q1 申报市值
4,090持仓数
41.9%前十大占比 · 第一大 10.6%
294 / 115新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BSV 加仓+$8.84亿
IVV 加仓+$6.70亿
SPDW 加仓+$3.97亿
AGG 加仓+$3.36亿
VONV 加仓+$2.73亿
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$2.41亿
SCHX 减仓-$3,954.43万
SPY 减仓-$3,820.49万
SCHV 减仓-$3,386.63万
AZN 清仓-$3,342.38万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -181,790 | -100.0% | -$3,342.38万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -20,822 | -100.0% | -$928.80万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -118,104 | -100.0% | -$591.11万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -61,901 | -100.0% | -$590.60万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -52,872 | -100.0% | -$536.96万 | 清仓 |
| WFC | WELLS FARGO CO NEW 看涨期权 | $0 | 0.00% | 0 | -120,000 | -100.0% | -$520.11万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -69,135 | -100.0% | -$498.67万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -153,503 | -100.0% | -$464.19万 | 清仓 |
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -89,841 | -100.0% | -$374.64万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -39,507 | -100.0% | -$343.44万 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -75,057 | -100.0% | -$337.53万 | 清仓 |
| — | BROOKFIELD BUSINESS CORP | $0 | 0.00% | 0 | -93,519 | -100.0% | -$335.55万 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -94,732 | -100.0% | -$256.63万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -63,786 | -100.0% | -$242.83万 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -32,582 | -100.0% | -$225.34万 | 清仓 |
| — | MIDWESTONE FINL GROUP INC NE | $0 | 0.00% | 0 | -55,627 | -100.0% | -$214.16万 | 清仓 |
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -144,992 | -100.0% | -$188.63万 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -97,043 | -100.0% | -$188.36万 | 清仓 |
| WPP | WPP PLC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TREEHOUSE FOODS INC | $0 | 0.00% | 0 | -71,491 | -100.0% | -$168.65万 | 清仓 |
| — | DYNAVAX TECHNOLOGIES CORP | $0 | 0.00% | 0 | -79,992 | -100.0% | -$123.03万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -19,845 | -100.0% | -$120.68万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -25,953 | -100.0% | -$111.18万 | 清仓 |
| — | BANKFINANCIAL CORP | $0 | 0.00% | 0 | -66,813 | -100.0% | -$80.18万 | 清仓 |
| — | ANYWHERE REAL ESTATE INC | $0 | 0.00% | 0 | -43,988 | -100.0% | -$62.29万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -147,522 | -100.0% | -$59.75万 | 清仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -5,067 | -100.0% | -$59.65万 | 清仓 |
| — | HILLENBRAND INC | $0 | 0.00% | 0 | -17,029 | -100.0% | -$54.02万 | 清仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $0 | 0.00% | 0 | -68,537 | -100.0% | -$53.32万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBHG | ISHARES TR | $0 | 0.00% | 0 | -23,168 | -100.0% | -$51.71万 | 清仓 |
| — | AVADEL PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -20,154 | -100.0% | -$43.43万 | 清仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -1,921 | -100.0% | -$42.43万 | 清仓 |
| BOXX | EA SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PLYMOUTH INDL REIT INC | $0 | 0.00% | 0 | -18,791 | -100.0% | -$41.11万 | 清仓 |
| INTC | INTEL CORP 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PPTA | PERPETUA RESOURCES CORP | $0 | 0.00% | 0 | -16,519 | -100.0% | -$39.99万 | 清仓 |
| — | SIMULATIONS PLUS INC | $0 | 0.00% | 0 | -21,760 | -100.0% | -$39.67万 | 清仓 |
| — | JOURNEY MED CORP | $0 | 0.00% | 0 | -50,510 | -100.0% | -$38.94万 | 清仓 |
| — | GUESS INC | $0 | 0.00% | 0 | -22,226 | -100.0% | -$37.23万 | 清仓 |
| BILS | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZROZ | PIMCO ETF TR | $0 | 0.00% | 0 | -5,291 | -100.0% | -$34.00万 | 清仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SH | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $0 | 0.00% | 0 | -26,353 | -100.0% | -$31.36万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -6,078 | -100.0% | -$30.09万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -7,584 | -100.0% | -$29.84万 | 清仓 |
| — | ASTRIA THERAPEUTICS INC | $0 | 0.00% | 0 | -22,786 | -100.0% | -$29.83万 | 清仓 |
| — | INVESCO DB US DLR INDEX TR | $0 | 0.00% | 0 | -16,166 | -100.0% | -$29.49万 | 清仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $0 | 0.00% | 0 | -8,107 | -100.0% | -$28.89万 | 清仓 |
| DFNM | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -7,610 | -100.0% | -$27.30万 | 清仓 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -6,852 | -100.0% | -$27.26万 | 清仓 |
| NNE | NANO NUCLEAR ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFSU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,936 | -100.0% | -$25.78万 | 清仓 |
| — | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -5,553 | -100.0% | -$25.68万 | 清仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -10,060 | -100.0% | -$25.02万 | 清仓 |
| — | BLACKROCK MUNI INCOME TR II | $0 | 0.00% | 0 | -23,385 | -100.0% | -$24.41万 | 清仓 |
| PBT | PERMIAN BASIN RTY TR | $0 | 0.00% | 0 | -14,208 | -100.0% | -$24.12万 | 清仓 |
| DFGP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,327 | -100.0% | -$23.40万 | 清仓 |
| CSR | CENTERSPACE | $0 | 0.00% | 0 | -3,463 | -100.0% | -$23.11万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -15,633 | -100.0% | -$22.98万 | 清仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -9,836 | -100.0% | -$22.96万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -7,866 | -100.0% | -$22.83万 | 清仓 |
| — | OLYMPIC STEEL INC | $0 | 0.00% | 0 | -5,309 | -100.0% | -$22.71万 | 清仓 |
| PFFA | ETFIS SER TR I | $0 | 0.00% | 0 | -10,493 | -100.0% | -$22.61万 | 清仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -25,900 | -100.0% | -$22.56万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -4,789 | -100.0% | -$22.17万 | 清仓 |
| — | DENNYS CORP | $0 | 0.00% | 0 | -35,009 | -100.0% | -$21.78万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -4,440 | -100.0% | -$21.57万 | 清仓 |
| DFSE | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -5,210 | -100.0% | -$21.23万 | 清仓 |
| TNDM | TANDEM DIABETES CARE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -5,568 | -100.0% | -$20.79万 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -82,461 | -100.0% | -$20.78万 | 清仓 |
| — | SOHO HOUSE & CO INC | $0 | 0.00% | 0 | -23,168 | -100.0% | -$20.76万 | 清仓 |
| — | LANDMARK BANCORP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NEOS ETF TRUST | $0 | 0.00% | 0 | -6,855 | -100.0% | -$20.59万 | 清仓 |
| CTGO | CONTANGO ORE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -6,865 | -100.0% | -$20.16万 | 清仓 |
| DEI | DOUGLAS EMMETT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSEP | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CUREVAC N V | $0 | 0.00% | 0 | -42,676 | -100.0% | -$19.29万 | 清仓 |
| TIPX | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,059 | -100.0% | -$19.19万 | 清仓 |
| BOC | BOSTON OMAHA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WOLF | WOLFSPEED INC | $0 | 0.00% | 0 | -10,056 | -100.0% | -$17.51万 | 清仓 |
| CLPT | CLEARPOINT NEURO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAND | BANDWIDTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK INVT QUALITY MUN T | $0 | 0.00% | 0 | -12,799 | -100.0% | -$14.33万 | 清仓 |
| — | EVENTBRITE INC | $0 | 0.00% | 0 | -30,764 | -100.0% | -$13.69万 | 清仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $0 | 0.00% | 0 | -10,520 | -100.0% | -$13.31万 | 清仓 |
| — | MEDALLION FINL CORP | $0 | 0.00% | 0 | -11,136 | -100.0% | -$11.46万 | 清仓 |
| — | ATAI BECKLEY NV | $0 | 0.00% | 0 | -25,760 | -100.0% | -$10.54万 | 清仓 |
| — | GREYSTONE HOUSING IMPACT INV | $0 | 0.00% | 0 | -15,229 | -100.0% | -$10.49万 | 清仓 |
| — | XUNLEI LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ASM | AVINO SILVER & GOLD MINES LT | $0 | 0.00% | 0 | -16,724 | -100.0% | -$10.39万 | 清仓 |