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 |
|---|---|---|---|---|---|---|---|---|
| HESM | HESS MIDSTREAM LP | $31.02万 | 0.00% | 8,250 | 1,199 | 17.0% | $4.51万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $31.04万 | 0.00% | 17,132 | -28,224 | -62.2% | -$51.14万 | 减仓 |
| — | ISHARES TR | $31.06万 | 0.00% | 11,829 | 3 | 0.0% | $79 | 加仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $31.09万 | 0.00% | 93,089 | -15,979 | -14.7% | -$5.34万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $31.10万 | 0.00% | 6,117 | 1,417 | 30.1% | $7.20万 | 加仓 |
| ARTNA | ARTESIAN RES CORP | $31.13万 | 0.00% | 9,158 | 9,158 | — | $31.13万 | 新建仓 |
| FVCB | FVCBANKCORP INC | $31.14万 | 0.00% | 17,794 | 4,273 | 31.6% | $7.48万 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $31.22万 | 0.00% | 26,914 | 8,551 | 46.6% | $9.92万 | 加仓 |
| PLBC | PLUMAS BANCORP | $31.39万 | 0.00% | 5,372 | 5,372 | — | $31.39万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $31.42万 | 0.00% | 6,222 | -804 | -11.4% | -$4.06万 | 减仓 |
| UIS | UNISYS CORP | $31.43万 | 0.00% | 85,878 | 33,164 | 62.9% | $12.14万 | 加仓 |
| BNTX | BIONTECH SE | $31.46万 | 0.00% | 3,381 | -251 | -6.9% | -$2.34万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $31.50万 | 0.00% | 12,151 | 1,767 | 17.0% | $4.58万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $31.51万 | 0.00% | 37,334 | 9,836 | 35.8% | $8.30万 | 加仓 |
| TK | TEEKAY CORPORATION LTD | $31.69万 | 0.00% | 31,692 | 1,311 | 4.3% | $1.31万 | 加仓 |
| BLND | BLEND LABS INC | $31.75万 | 0.00% | 185,690 | -8,256 | -4.3% | -$1.41万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $31.86万 | 0.00% | 7,400 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $31.88万 | 0.00% | 3,751 | 5 | 0.1% | $425 | 加仓 |
| ZIP | ZIPRECRUITER INC | $31.88万 | 0.00% | 85,026 | 32,568 | 62.1% | $12.21万 | 加仓 |
| — | ZACKS TRUST | $32.08万 | 0.00% | 10,095 | -1,133 | -10.1% | -$3.60万 | 减仓 |
| CTGO | CONTANGO SILVER & GOLD INC | $32.10万 | 0.00% | 20,329 | 12,616 | 163.6% | $19.92万 | 重新持有 |
| — | GRAYSCALE ETHEREUM STAKING E | $32.12万 | 0.00% | 25,171 | -16,408 | -39.5% | -$20.94万 | 减仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $32.38万 | 0.00% | 29,903 | 13,437 | 81.6% | $14.55万 | 加仓 |
| OFG | OFG BANCORP | $32.41万 | 0.00% | 6,604 | 6,604 | — | $32.41万 | 新建仓 |
| WU | WESTERN UN CO | $32.41万 | 0.00% | 42,093 | 8,276 | 24.5% | $6.37万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $32.45万 | 0.00% | 3,197 | 7 | 0.2% | $711 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $32.49万 | 0.00% | 6,906 | 6,906 | — | $32.49万 | 新建仓 |
| CSTL | CASTLE BIOSCIENCES INC | $32.63万 | 0.00% | 13,681 | 1,202 | 9.6% | $2.87万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $32.66万 | 0.00% | 4,722 | -120 | -2.5% | -$8,300 | 减仓 |
| MFDX | PIMCO EQUITY SER | $32.76万 | 0.00% | 7,868 | 1,641 | 26.4% | $6.83万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $32.76万 | 0.00% | 14,906 | 239 | 1.6% | $5,253 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $32.77万 | 0.00% | 27,036 | 9,887 | 57.7% | $11.98万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $32.82万 | 0.00% | 5,618 | -334 | -5.6% | -$1.95万 | 减仓 |
| SBGI | SINCLAIR INC | $32.83万 | 0.00% | 23,040 | 10,867 | 89.3% | $15.49万 | 加仓 |
| CVI | CVR ENERGY INC | $33.08万 | 0.00% | 12,011 | 3,975 | 49.5% | $10.95万 | 加仓 |
| MOMO | HELLO GROUP INC | $33.12万 | 0.00% | 57,096 | 26,789 | 88.4% | $15.54万 | 加仓 |
| CLFD | CLEARFIELD INC | $33.21万 | 0.00% | 8,347 | -5,455 | -39.5% | -$21.71万 | 减仓 |
| — | FUNDX INVT TR | $33.24万 | 0.00% | 6,719 | 0 | 0.0% | — | 不变 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $33.26万 | 0.00% | 18,108 | 5,007 | 38.2% | $9.20万 | 加仓 |
| NGNE | NEUROGENE INC | $33.28万 | 0.00% | 10,581 | 10,581 | — | $33.28万 | 新建仓 |
| — | COSTAMARE BULKERS HLDGS LTD | $33.30万 | 0.00% | 18,964 | -2,383 | -11.2% | -$4.18万 | 减仓 |
| — | GLOBAL X FDS | $33.37万 | 0.00% | 13,515 | 5,852 | 76.4% | $14.45万 | 重新持有 |
| BKMI | BNY MELLON ETF TRUST II | $33.37万 | 0.00% | 12,621 | 0 | 0.0% | — | 不变 |
| HAWX | ISHARES TR | $33.40万 | 0.00% | 7,183 | 0 | 0.0% | — | 不变 |
| OBE | OBSIDIAN ENERGY LTD | $33.41万 | 0.00% | 41,100 | 50 | 0.1% | $406 | 加仓 |
| EPU | ISHARES TR | $33.42万 | 0.00% | 4,002 | 0 | 0.0% | — | 不变 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $33.44万 | 0.00% | 11,527 | 11,527 | — | $33.44万 | 新建仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $33.50万 | 0.00% | 12,250 | 3,446 | 39.1% | $9.42万 | 加仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $33.62万 | 0.00% | 42,828 | -1,223 | -2.8% | -$9,600 | 减仓 |
| WLDN | WILLDAN GROUP INC | $33.66万 | 0.00% | 4,256 | -73 | -1.7% | -$5,774 | 减仓 |
| FWRD | FORWARD AIR CORP | $33.71万 | 0.00% | 24,955 | -8,940 | -26.4% | -$12.08万 | 减仓 |
| TNK | TEEKAY TANKERS LTD | $33.74万 | 0.00% | 5,202 | 983 | 23.3% | $6.38万 | 加仓 |
| — | FIS TR | $33.78万 | 0.00% | 9,086 | 9,086 | — | $33.78万 | 新建仓 |
| LXEO | LEXEO THERAPEUTICS INC | $33.81万 | 0.00% | 72,625 | 5,546 | 8.3% | $2.58万 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $33.90万 | 0.00% | 35,050 | -6,880 | -16.4% | -$6.65万 | 减仓 |
| BANR | BANNER CORP | $33.92万 | 0.00% | 5,106 | 5,106 | — | $33.92万 | 新建仓 |
| — | NATHANS FAMOUS INC | $33.94万 | 0.00% | 3,341 | 3,341 | — | $33.94万 | 新建仓 |
| EWW | ISHARES INC | $33.98万 | 0.00% | 4,514 | 816 | 22.1% | $6.14万 | 加仓 |
| EMGF | ISHARES INC | $34.04万 | 0.00% | 4,647 | 175 | 3.9% | $1.28万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $34.14万 | 0.00% | 4,973 | 945 | 23.5% | $6.49万 | 重新持有 |
| MEI | METHODE ELECTRS INC | $34.14万 | 0.00% | 17,998 | 17,998 | — | $34.14万 | 新建仓 |
| NJUL | INNOVATOR ETFS TRUST | $34.23万 | 0.00% | 4,420 | 65 | 1.5% | $5,033 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $34.33万 | 0.00% | 9,917 | 9,917 | — | $34.33万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $34.34万 | 0.00% | 11,131 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $34.34万 | 0.00% | 63,359 | 18,992 | 42.8% | $10.29万 | 加仓 |
| AIS | TIDAL TRUST III | $34.39万 | 0.00% | 4,031 | 4,031 | — | $34.39万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $34.43万 | 0.00% | 56,723 | 9,215 | 19.4% | $5.59万 | 加仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $34.45万 | 0.00% | 38,841 | 891 | 2.3% | $7,903 | 加仓 |
| BSRR | SIERRA BANCORP | $34.54万 | 0.00% | 8,473 | 2,290 | 37.0% | $9.33万 | 加仓 |
| CIM | CHIMERA INVT CORP | $34.54万 | 0.00% | 25,891 | 2,220 | 9.4% | $2.96万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $34.58万 | 0.00% | 15,813 | 139 | 0.9% | $3,040 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $34.58万 | 0.00% | 12,967 | 539 | 4.3% | $1.44万 | 加仓 |
| BITO | PROSHARES TR | $34.62万 | 0.00% | 43,387 | -12,783 | -22.8% | -$10.20万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $34.64万 | 0.00% | 13,355 | 1,276 | 10.6% | $3.31万 | 加仓 |
| ILOW | AB ACTIVE ETFS INC | $34.67万 | 0.00% | 7,628 | 0 | 0.0% | — | 不变 |
| ASPI | ASP ISOTOPES INC | $34.69万 | 0.00% | 55,779 | 14,199 | 34.1% | $8.83万 | 加仓 |
| LRGE | LEGG MASON ETF INVT | $34.71万 | 0.00% | 4,053 | 0 | 0.0% | — | 不变 |
| ARRY | ARRAY TECHNOLOGIES INC | $34.72万 | 0.00% | 46,861 | -4,440 | -8.7% | -$3.29万 | 减仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $34.79万 | 0.00% | 10,013 | 10,013 | — | $34.79万 | 新建仓 |
| ACIC | AMERICAN COASTAL INS CORP | $34.90万 | 0.00% | 31,444 | 8,364 | 36.2% | $9.28万 | 加仓 |
| — | TAYLOR DEVICES INC | $35.03万 | 0.00% | 5,969 | 1,227 | 25.9% | $7.20万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $35.08万 | 0.00% | 5,119 | 7 | 0.1% | $480 | 加仓 |
| CURB | CURBLINE PPTYS CORP | $35.16万 | 0.00% | 11,565 | 665 | 6.1% | $2.02万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $35.19万 | 0.00% | 4,204 | 334 | 8.6% | $2.80万 | 加仓 |
| TGLS | TECNOGLASS INC | $35.21万 | 0.00% | 7,522 | 7,522 | — | $35.21万 | 新建仓 |
| AOM | ISHARES TR | $35.27万 | 0.00% | 7,070 | 1,503 | 27.0% | $7.50万 | 加仓 |
| DBJP | DBX ETF TR | $35.31万 | 0.00% | 3,076 | 731 | 31.2% | $8.39万 | 加仓 |
| FXI | ISHARES TR | $35.36万 | 0.00% | 11,192 | -12,387 | -52.5% | -$39.13万 | 减仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $35.37万 | 0.00% | 29,951 | 12,117 | 67.9% | $14.31万 | 加仓 |
| ISCV | ISHARES TR | $35.39万 | 0.00% | 4,518 | -443 | -8.9% | -$3.47万 | 减仓 |
| — | EA SERIES TRUST | $35.39万 | 0.00% | 9,121 | 0 | 0.0% | — | 不变 |
| ICOW | PACER FDS TR | $35.44万 | 0.00% | 8,512 | -87 | -1.0% | -$3,622 | 减仓 |
| FOXF | FOX FACTORY HLDG CORP | $35.49万 | 0.00% | 20,945 | 998 | 5.0% | $1.69万 | 加仓 |
| WEST | WESTROCK COFFEE CO | $35.51万 | 0.00% | 43,786 | 17,625 | 67.4% | $14.29万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $35.51万 | 0.00% | 8,710 | 8,710 | — | $35.51万 | 新建仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $35.53万 | 0.00% | 10,824 | 904 | 9.1% | $2.97万 | 加仓 |
| PRCH | PORCH GROUP INC | $35.57万 | 0.00% | 23,649 | 8,354 | 54.6% | $12.56万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $35.58万 | 0.00% | 3,014 | -159 | -5.0% | -$1.88万 | 减仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $35.62万 | 0.00% | 116,801 | 51,764 | 79.6% | $15.79万 | 加仓 |
| DBEU | DBX ETF TR | $35.65万 | 0.00% | 6,607 | 1,642 | 33.1% | $8.86万 | 加仓 |