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 |
|---|---|---|---|---|---|---|---|---|
| LADR | LADDER CAP CORP | $38.48万 | 0.00% | 39,387 | 4,979 | 14.5% | $4.86万 | 加仓 |
| LXEO | LEXEO THERAPEUTICS INC | $38.50万 | 0.00% | 67,079 | 56,721 | 547.6% | $32.56万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $38.51万 | 0.00% | 23,963 | 23,963 | — | $38.51万 | 新建仓 |
| LYTS | LSI INDS INC OHIO | $38.61万 | 0.00% | 20,757 | 2,206 | 11.9% | $4.10万 | 加仓 |
| ICLR | ICON PLC | $38.71万 | 0.00% | 3,498 | -880 | -20.1% | -$9.74万 | 减仓 |
| TRNS | TRANSCAT INC | $38.77万 | 0.00% | 5,278 | 5,278 | — | $38.77万 | 新建仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $38.77万 | 0.00% | 36,992 | 36,992 | — | $38.77万 | 新建仓 |
| OBE | OBSIDIAN ENERGY LTD | $38.87万 | 0.00% | 41,050 | 51 | 0.1% | $483 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $38.90万 | 0.00% | 10,620 | -65 | -0.6% | -$2,381 | 减仓 |
| ISCF | ISHARES TR | $39.00万 | 0.00% | 9,333 | 816 | 9.6% | $3.41万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $39.01万 | 0.00% | 5,373 | 1,318 | 32.5% | $9.57万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $39.01万 | 0.00% | 46,056 | 21,740 | 89.4% | $18.41万 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $39.06万 | 0.00% | 7,426 | -450 | -5.7% | -$2.37万 | 减仓 |
| — | ENHABIT INC | $39.13万 | 0.00% | 27,773 | 2,697 | 10.8% | $3.80万 | 加仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $39.14万 | 0.00% | 68,548 | 22,560 | 49.1% | $12.88万 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $39.15万 | 0.00% | 13,125 | -670 | -4.9% | -$2.00万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $39.18万 | 0.00% | 70,593 | -4,915 | -6.5% | -$2.73万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $39.19万 | 0.00% | 11,730 | 350 | 3.1% | $1.17万 | 加仓 |
| TTAN | SERVICETITAN INC | $39.26万 | 0.00% | 6,186 | 6,186 | — | $39.26万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $39.26万 | 0.00% | 23,865 | 462 | 2.0% | $7,600 | 加仓 |
| CAE | CAE INC | $39.28万 | 0.00% | 15,077 | 798 | 5.6% | $2.08万 | 加仓 |
| — | TIDAL TRUST III | $39.29万 | 0.00% | 21,802 | -726 | -3.2% | -$1.31万 | 减仓 |
| CTKB | CYTEK BIOSCIENCES INC | $39.30万 | 0.00% | 89,937 | -31,272 | -25.8% | -$13.67万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $39.36万 | 0.00% | 9,854 | 1,000 | 11.3% | $3.99万 | 加仓 |
| PUBM | PUBMATIC INC | $39.47万 | 0.00% | 48,249 | 29,185 | 153.1% | $23.87万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $39.50万 | 0.00% | 6,840 | -4 | -0.1% | -$231 | 减仓 |
| — | ISHARES TR | $39.52万 | 0.00% | 10,816 | 109 | 1.0% | $3,983 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $39.62万 | 0.00% | 9,848 | 527 | 5.7% | $2.12万 | 加仓 |
| IBCA | ISHARES TR | $39.68万 | 0.00% | 15,475 | 15,475 | — | $39.68万 | 新建仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $39.70万 | 0.00% | 9,810 | -1,744 | -15.1% | -$7.06万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $39.75万 | 0.00% | 10,103 | 10,103 | — | $39.75万 | 新建仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $39.85万 | 0.00% | 71,409 | 47,513 | 198.8% | $26.51万 | 加仓 |
| KRUS | KURA SUSHI USA INC | $39.85万 | 0.00% | 5,710 | 982 | 20.8% | $6.85万 | 加仓 |
| — | ISHARES TR | $39.97万 | 0.00% | 15,700 | -1,422 | -8.3% | -$3.62万 | 减仓 |
| AIP | ARTERIS INC | $40.03万 | 0.00% | 24,348 | 10,967 | 82.0% | $18.03万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $40.04万 | 0.00% | 4,771 | 4,771 | — | $40.04万 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC | $40.09万 | 0.00% | 16,824 | 16,824 | — | $40.09万 | 新建仓 |
| RDW | REDWIRE CORPORATION | $40.10万 | 0.00% | 47,180 | 22,413 | 90.5% | $19.05万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $40.12万 | 0.00% | 15,709 | 0 | 0.0% | — | 不变 |
| EWI | ISHARES INC | $40.16万 | 0.00% | 7,517 | 380 | 5.3% | $2.03万 | 加仓 |
| FLNC | FLUENCE ENERGY INC | $40.25万 | 0.00% | 29,250 | 1,648 | 6.0% | $2.27万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $40.31万 | 0.00% | 8,687 | 8,687 | — | $40.31万 | 新建仓 |
| NRIM | NORTHRIM BANCORP INC | $40.32万 | 0.00% | 17,620 | 3,438 | 24.2% | $7.87万 | 加仓 |
| STC | STEWART INFORMATION SVCS COR | $40.33万 | 0.00% | 6,549 | 957 | 17.1% | $5.89万 | 加仓 |
| PDLB | PONCE FINANCIAL GROUP INC | $40.37万 | 0.00% | 24,161 | 7,329 | 43.5% | $12.25万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $40.40万 | 0.00% | 5,207 | 1,574 | 43.3% | $12.21万 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $40.43万 | 0.00% | 10,325 | -511 | -4.7% | -$2.00万 | 减仓 |
| OUSA | ALPS ETF TR | $40.49万 | 0.00% | 7,273 | 95 | 1.3% | $5,289 | 加仓 |
| — | WISDOMTREE TR | $40.58万 | 0.00% | 3,507 | 0 | 0.0% | — | 不变 |
| NTGR | NETGEAR INC | $40.64万 | 0.00% | 18,607 | -6,570 | -26.1% | -$14.35万 | 减仓 |
| SNAP | SNAP INC | $40.65万 | 0.00% | 88,374 | 30,276 | 52.1% | $13.93万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $40.66万 | 0.00% | 23,767 | -10,368 | -30.4% | -$17.74万 | 减仓 |
| JOYY | JOYY INC | $40.69万 | 0.00% | 6,969 | -108 | -1.5% | -$6,306 | 减仓 |
| AAXJ | ISHARES TR | $40.75万 | 0.00% | 4,232 | -260 | -5.8% | -$2.50万 | 减仓 |
| — | ISHARES TR | $40.76万 | 0.00% | 15,530 | 0 | 0.0% | — | 不变 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $40.79万 | 0.00% | 24,455 | 2,987 | 13.9% | $4.98万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $41.11万 | 0.00% | 13,342 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $41.25万 | 0.00% | 8,877 | -126 | -1.4% | -$5,855 | 减仓 |
| AUSF | GLOBAL X FDS | $41.29万 | 0.00% | 8,539 | 526 | 6.6% | $2.54万 | 加仓 |
| — | DEUTSCHE BK AG LONDON BRH | $41.30万 | 0.00% | 2,257 | 2,257 | — | $41.30万 | 新建仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $41.38万 | 0.00% | 20,226 | -1,988 | -8.9% | -$4.07万 | 减仓 |
| NRC | NATIONAL RESH CORP | $41.44万 | 0.00% | 24,408 | -20,694 | -45.9% | -$35.14万 | 减仓 |
| LI | LI AUTO INC | $41.48万 | 0.00% | 23,266 | 12,013 | 106.8% | $21.42万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $41.49万 | 0.00% | 9,761 | 9,761 | — | $41.49万 | 新建仓 |
| COCO | VITA COCO CO INC | $41.50万 | 0.00% | 8,662 | 3,505 | 68.0% | $16.79万 | 加仓 |
| EIS | ISHARES INC | $41.52万 | 0.00% | 3,578 | 570 | 18.9% | $6.61万 | 加仓 |
| ATHM | AUTOHOME INC | $41.57万 | 0.00% | 23,932 | -37,371 | -61.0% | -$64.91万 | 减仓 |
| COFS | CHOICEONE FINANCIA | $41.71万 | 0.00% | 14,832 | 5,020 | 51.2% | $14.12万 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $41.72万 | 0.00% | 13,377 | 3,300 | 32.7% | $10.29万 | 加仓 |
| CTRN | CITI TRENDS INC | $41.75万 | 0.00% | 9,638 | 3,059 | 46.5% | $13.25万 | 加仓 |
| ORN | ORION GROUP HLDGS INC | $42.05万 | 0.00% | 38,581 | 2,867 | 8.0% | $3.13万 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $42.13万 | 0.00% | 36,860 | 769 | 2.1% | $8,790 | 加仓 |
| HAUZ | DBX ETF TR | $42.24万 | 0.00% | 18,694 | 4,866 | 35.2% | $11.00万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $42.28万 | 0.00% | 5,583 | -3,042 | -35.3% | -$23.04万 | 减仓 |
| JETS | ETF SER SOLUTIONS | $42.36万 | 0.00% | 17,197 | 2,192 | 14.6% | $5.40万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $42.53万 | 0.00% | 8,414 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP HLDGS L P | $42.55万 | 0.00% | 17,524 | 517 | 3.0% | $1.26万 | 加仓 |
| ICVT | ISHARES TR | $42.60万 | 0.00% | 4,185 | 2,110 | 101.7% | $21.48万 | 加仓 |
| EYPT | EYEPOINT INC | $42.64万 | 0.00% | 33,080 | 1,862 | 6.0% | $2.40万 | 加仓 |
| FVRR | FIVERR INTL LTD | $42.65万 | 0.00% | 42,561 | 23,477 | 123.0% | $23.52万 | 加仓 |
| HY | HYSTER-YALE INC | $42.69万 | 0.00% | 13,131 | 4,887 | 59.3% | $15.89万 | 加仓 |
| RXO | RXO INC | $42.70万 | 0.00% | 29,205 | 10,459 | 55.8% | $15.29万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $42.78万 | 0.00% | 4,676 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $42.89万 | 0.00% | 46,213 | 5,401 | 13.2% | $5.01万 | 加仓 |
| BLBD | BLUE BIRD CORP | $42.96万 | 0.00% | 7,564 | -31,380 | -80.6% | -$178.22万 | 减仓 |
| LZ | LEGALZOOM COM INC | $43.02万 | 0.00% | 75,877 | 28,468 | 60.0% | $16.14万 | 加仓 |
| FSBW | FS BANCORP INC | $43.04万 | 0.00% | 11,153 | -128 | -1.1% | -$4,940 | 减仓 |
| AX | AXOS FINANCIAL INC | $43.10万 | 0.00% | 5,065 | 268 | 5.6% | $2.28万 | 加仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $43.21万 | 0.00% | 327,360 | -192,366 | -37.0% | -$25.39万 | 减仓 |
| KODK | EASTMAN KODAK CO | $43.30万 | 0.00% | 47,849 | 902 | 1.9% | $8,163 | 加仓 |
| CBNK | CAPITAL BANCORP INC MD | $43.30万 | 0.00% | 14,561 | 3,239 | 28.6% | $9.63万 | 加仓 |
| GSAT | GLOBALSTAR INC | $43.33万 | 0.00% | 6,523 | 1,657 | 34.1% | $11.01万 | 加仓 |
| — | SP FUNDS TRUST | $43.38万 | 0.00% | 15,384 | 37 | 0.2% | $1,043 | 加仓 |
| BCAX | BICARA THERAPEUTICS INC | $43.39万 | 0.00% | 21,816 | -18 | -0.1% | -$358 | 减仓 |
| SSUS | STRATEGY SHS | $43.39万 | 0.00% | 9,295 | 0 | 0.0% | — | 不变 |
| IBDY | ISHARES TR | $43.45万 | 0.00% | 16,809 | 16,809 | — | $43.45万 | 新建仓 |
| NUVB | NUVATION BIO INC | $43.51万 | 0.00% | 101,424 | -6,290 | -5.8% | -$2.70万 | 减仓 |
| AKR | ACADIA RLTY TR | $43.53万 | 0.00% | 22,768 | 10,653 | 87.9% | $20.37万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $43.55万 | 0.00% | 15,976 | 15,976 | — | $43.55万 | 新建仓 |
| AEHR | AEHR TEST SYS | $43.57万 | 0.00% | 11,749 | 4,928 | 72.2% | $18.27万 | 重新持有 |