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 |
|---|---|---|---|---|---|---|---|---|
| GLBE | GLOBAL E ONLINE LTD | $33.96万 | 0.00% | 11,008 | -1,217 | -10.0% | -$3.75万 | 减仓 |
| EWT | ISHARES INC | $33.98万 | 0.00% | 4,791 | 1,545 | 47.6% | $10.96万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $33.99万 | 0.00% | 5,319 | -849 | -13.8% | -$5.43万 | 减仓 |
| OEC | ORION S.A. | $34.00万 | 0.00% | 52,313 | 39,841 | 319.4% | $25.90万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $34.02万 | 0.00% | 11,851 | 106 | 0.9% | $3,043 | 加仓 |
| — | CARNIVAL PLC | $34.07万 | 0.00% | 13,222 | 1,791 | 15.7% | $4.62万 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $34.21万 | 0.00% | 44,367 | 22,954 | 107.2% | $17.70万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $34.22万 | 0.00% | 7,026 | 2,029 | 40.6% | $9.88万 | 重新持有 |
| ETG | EATON VANCE TX ADV GLBL DIV | $34.27万 | 0.00% | 17,033 | 8,107 | 90.8% | $16.31万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $34.29万 | 0.00% | 15,674 | 418 | 2.7% | $9,146 | 加仓 |
| INFL | LISTED FDS TR | $34.32万 | 0.00% | 6,593 | 35 | 0.5% | $1,822 | 加仓 |
| KBR | KBR INC | $34.32万 | 0.00% | 9,312 | -10,589 | -53.2% | -$39.03万 | 减仓 |
| EFAX | SPDR INDEX SHS FDS | $34.33万 | 0.00% | 6,898 | 0 | 0.0% | — | 不变 |
| MPB | MID PENN BANCORP INC | $34.34万 | 0.00% | 10,679 | 927 | 9.5% | $2.98万 | 加仓 |
| — | GABELLI UTIL TR | $34.38万 | 0.00% | 56,830 | -496 | -0.9% | -$3,001 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $34.44万 | 0.00% | 6,522 | 2,350 | 56.3% | $12.41万 | 加仓 |
| BV | BRIGHTVIEW HLDGS INC | $34.47万 | 0.00% | 29,234 | -7,788 | -21.0% | -$9.18万 | 减仓 |
| ISCV | ISHARES TR | $34.49万 | 0.00% | 4,961 | 1 | 0.0% | $70 | 加仓 |
| — | EA SERIES TRUST | $34.51万 | 0.00% | 8,830 | -135 | -1.5% | -$5,276 | 减仓 |
| NBN | NORTHEAST BK PORTLAND ME | $34.53万 | 0.00% | 3,073 | 673 | 28.0% | $7.56万 | 重新持有 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $34.54万 | 0.00% | 12,145 | -1,151 | -8.7% | -$3.27万 | 减仓 |
| SPUS | TIDAL TRUST I | $34.61万 | 0.00% | 7,187 | -5 | -0.1% | -$241 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $34.68万 | 0.00% | 6,957 | 294 | 4.4% | $1.47万 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $34.69万 | 0.00% | 23,971 | 12,862 | 115.8% | $18.61万 | 加仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $34.74万 | 0.00% | 105,267 | 3,483 | 3.4% | $1.15万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $34.78万 | 0.00% | 2,739 | 159 | 6.2% | $2.02万 | 加仓 |
| IMCB | ISHARES TR | $34.83万 | 0.00% | 4,175 | 44 | 1.1% | $3,671 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW | $34.84万 | 0.00% | 18,840 | 18,840 | — | $34.84万 | 新建仓 |
| — | HOYNE BANCORP INC | $34.87万 | 0.00% | 24,088 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MINN QUALITY MUN INM | $34.92万 | 0.00% | 28,645 | 0 | 0.0% | — | 不变 |
| SPGM | SPDR INDEX SHS FDS | $34.93万 | 0.00% | 4,613 | 932 | 25.3% | $7.06万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $34.94万 | 0.00% | 13,679 | 13,679 | — | $34.94万 | 新建仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $34.94万 | 0.00% | 5,112 | 499 | 10.8% | $3.41万 | 加仓 |
| AHCO | ADAPTHEALTH CORP | $34.99万 | 0.00% | 29,406 | 13,081 | 80.1% | $15.57万 | 加仓 |
| CTO | CTO RLTY GROWTH INC NEW | $35.10万 | 0.00% | 18,981 | 121 | 0.6% | $2,237 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $35.16万 | 0.00% | 5,952 | 1,469 | 32.8% | $8.68万 | 加仓 |
| — | SILA REALTY TRUST INC | $35.26万 | 0.00% | 14,889 | -385 | -2.5% | -$9,117 | 减仓 |
| VVX | V2X INC | $35.27万 | 0.00% | 5,149 | 5,149 | — | $35.27万 | 新建仓 |
| EMNT | PIMCO ETF TR | $35.28万 | 0.00% | 3,566 | 0 | 0.0% | — | 不变 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $35.29万 | 0.00% | 15,924 | 3,931 | 32.8% | $8.71万 | 重新持有 |
| BMBL | BUMBLE INC | $35.36万 | 0.00% | 108,478 | 73,211 | 207.6% | $23.87万 | 加仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $35.37万 | 0.00% | 56,233 | 45 | 0.1% | $283 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $35.37万 | 0.00% | 5,298 | 439 | 9.0% | $2.93万 | 加仓 |
| PLSE | PULSE BIOSCIENCES INC | $35.44万 | 0.00% | 16,413 | -826 | -4.8% | -$1.78万 | 减仓 |
| AVO | MISSION PRODUCE INC | $35.61万 | 0.00% | 25,882 | 168 | 0.7% | $2,312 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $35.67万 | 0.00% | 4,505 | 1,400 | 45.1% | $11.08万 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO | $35.71万 | 0.00% | 11,015 | 11,015 | — | $35.71万 | 新建仓 |
| — | GRAVITY CO LTD | $35.80万 | 0.00% | 5,778 | 2,410 | 71.6% | $14.93万 | 重新持有 |
| — | ISHARES TR | $35.84万 | 0.00% | 16,030 | -1,087 | -6.4% | -$2.43万 | 减仓 |
| CALF | PACER FDS TR | $35.89万 | 0.00% | 7,998 | -992 | -11.0% | -$4.45万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $36.00万 | 0.00% | 28,500 | 6,583 | 30.0% | $8.31万 | 加仓 |
| SVM | SILVERCORP METALS INC | $36.10万 | 0.00% | 33,614 | -3,501 | -9.4% | -$3.76万 | 减仓 |
| UMH | UMH PPTYS INC | $36.10万 | 0.00% | 25,019 | -12,042 | -32.5% | -$17.38万 | 减仓 |
| — | WISDOMTREE TR | $36.16万 | 0.00% | 10,733 | -2,012 | -15.8% | -$6.78万 | 减仓 |
| CYRX | CRYOPORT INC | $36.36万 | 0.00% | 43,911 | 14,305 | 48.3% | $11.84万 | 加仓 |
| UMI | USCF ETF TR | $36.38万 | 0.00% | 6,210 | 6,210 | — | $36.38万 | 新建仓 |
| — | NIAGEN BIOSCIENCE INC | $36.40万 | 0.00% | 82,537 | 41,901 | 103.1% | $18.48万 | 加仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $36.43万 | 0.00% | 79,531 | -2,171 | -2.7% | -$9,943 | 减仓 |
| — | ISHARES TR | $36.47万 | 0.00% | 13,897 | 0 | 0.0% | — | 不变 |
| DEHP | DIMENSIONAL ETF TRUST | $36.47万 | 0.00% | 10,794 | 10,794 | — | $36.47万 | 新建仓 |
| ICOW | PACER FDS TR | $36.49万 | 0.00% | 8,599 | 1,463 | 20.5% | $6.21万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $36.50万 | 0.00% | 12,079 | 1,978 | 19.6% | $5.98万 | 加仓 |
| CLFD | CLEARFIELD INC | $36.53万 | 0.00% | 13,802 | 788 | 6.1% | $2.09万 | 加仓 |
| — | PROSHARES TR | $36.55万 | 0.00% | 7,021 | -2,542 | -26.6% | -$13.23万 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $36.57万 | 0.00% | 14,534 | 14,534 | — | $36.57万 | 新建仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $36.63万 | 0.00% | 8,201 | -3,119 | -27.6% | -$13.93万 | 减仓 |
| — | NEOS ETF TRUST | $36.65万 | 0.00% | 6,444 | 2,179 | 51.1% | $12.39万 | 加仓 |
| DCTH | DELCATH SYS INC | $36.70万 | 0.00% | 39,549 | 2,278 | 6.1% | $2.11万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $36.72万 | 0.00% | 5,118 | -192 | -3.6% | -$1.38万 | 减仓 |
| KBE | SPDR SERIES TRUST | $36.76万 | 0.00% | 6,174 | 525 | 9.3% | $3.13万 | 加仓 |
| GARP | ISHARES TR | $36.85万 | 0.00% | 5,761 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $36.98万 | 0.00% | 3,970 | -329 | -7.7% | -$3.06万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $37.00万 | 0.00% | 41,930 | 3,211 | 8.3% | $2.83万 | 加仓 |
| ITIC | INVESTORS TITLE CO NC | $37.01万 | 0.00% | 1,703 | 282 | 19.8% | $6.13万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $37.05万 | 0.00% | 5,884 | -989 | -14.4% | -$6.23万 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $37.09万 | 0.00% | 51,301 | -7,692 | -13.0% | -$5.56万 | 减仓 |
| TK | TEEKAY CORPORATION LTD | $37.10万 | 0.00% | 30,381 | 4,102 | 15.6% | $5.01万 | 加仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $37.13万 | 0.00% | 13,730 | 3,299 | 31.6% | $8.92万 | 加仓 |
| TRUP | TRUPANION INC | $37.16万 | 0.00% | 14,510 | 7,483 | 106.5% | $19.16万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $37.20万 | 0.00% | 30,024 | 30,024 | — | $37.20万 | 新建仓 |
| NUTX | NUTEX HEALTH INC | $37.21万 | 0.00% | 3,915 | -1,236 | -24.0% | -$11.75万 | 减仓 |
| — | SELECTQUOTE INC | $37.24万 | 0.00% | 591,589 | 421,470 | 247.8% | $26.53万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $37.24万 | 0.00% | 9,445 | 1,084 | 13.0% | $4.27万 | 加仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $37.46万 | 0.00% | 14,492 | 14,492 | — | $37.46万 | 新建仓 |
| — | ISHARES TR | $37.53万 | 0.00% | 13,994 | 0 | 0.0% | — | 不变 |
| LXFR | LUXFER HLDGS PLC | $37.54万 | 0.00% | 30,817 | 10,596 | 52.4% | $12.91万 | 加仓 |
| REPL | REPLIMUNE GROUP INC | $37.55万 | 0.00% | 49,081 | 3,920 | 8.7% | $3.00万 | 加仓 |
| CNNE | CANNAE HLDGS INC | $37.72万 | 0.00% | 33,175 | 10,616 | 47.1% | $12.07万 | 重新持有 |
| SPTS | SPDR SERIES TRUST | $37.73万 | 0.00% | 12,931 | 2,321 | 21.9% | $6.77万 | 加仓 |
| RM | REGIONAL MGMT CORP | $37.81万 | 0.00% | 11,725 | 5,741 | 95.9% | $18.51万 | 加仓 |
| FPI | FARMLAND PARTNERS INC | $37.84万 | 0.00% | 33,698 | 4,954 | 17.2% | $5.56万 | 加仓 |
| VERX | VERTEX INC | $37.88万 | 0.00% | 31,855 | 3,270 | 11.4% | $3.89万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $37.98万 | 0.00% | 3,791 | 3,791 | — | $37.98万 | 新建仓 |
| TIPT | TIPTREE INC | $37.98万 | 0.00% | 22,449 | 11,782 | 110.5% | $19.94万 | 重新持有 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $38.03万 | 0.00% | 6,876 | 1,344 | 24.3% | $7.43万 | 加仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $38.04万 | 0.00% | 3,863 | 0 | 0.0% | — | 不变 |
| ATRC | ATRICURE INC | $38.28万 | 0.00% | 13,419 | 873 | 7.0% | $2.49万 | 加仓 |
| — | APELLIS PHARMACEUTICALS INC | $38.30万 | 0.00% | 9,521 | -6,918 | -42.1% | -$27.83万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $38.40万 | 0.00% | 5,654 | 29 | 0.5% | $1,970 | 加仓 |
| TECX | TECTONIC THERAPEUTIC INC | $38.47万 | 0.00% | 12,446 | 12,446 | — | $38.47万 | 新建仓 |