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 |
|---|---|---|---|---|---|---|---|---|
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $41.30万 | 0.00% | 61,926 | 15,887 | 34.5% | $10.60万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $41.33万 | 0.00% | 9,640 | 2,683 | 38.6% | $11.50万 | 加仓 |
| — | ISHARES TR | $41.33万 | 0.00% | 18,534 | 2,504 | 15.6% | $5.58万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $41.33万 | 0.00% | 14,112 | 215 | 1.5% | $6,297 | 加仓 |
| AEVA | AEVA TECHNOLOGIES INC | $41.51万 | 0.00% | 14,452 | 3,316 | 29.8% | $9.52万 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $41.61万 | 0.00% | 8,907 | 8,907 | — | $41.61万 | 新建仓 |
| XNCR | XENCOR INC | $41.65万 | 0.00% | 25,867 | 9,545 | 58.5% | $15.37万 | 加仓 |
| TTAN | SERVICETITAN INC | $41.65万 | 0.00% | 5,890 | -296 | -4.8% | -$2.09万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $41.68万 | 0.00% | 9,713 | -135 | -1.4% | -$5,793 | 减仓 |
| VOXR | VOX ROYALTY CORP | $41.74万 | 0.00% | 88,244 | -20,851 | -19.1% | -$9.86万 | 减仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $41.82万 | 0.00% | 17,767 | 734 | 4.3% | $1.73万 | 加仓 |
| JOYY | JOYY INC | $41.83万 | 0.00% | 6,338 | -631 | -9.1% | -$4.16万 | 减仓 |
| — | AUDIOEYE INC | $41.88万 | 0.00% | 72,078 | 1,346 | 1.9% | $7,820 | 加仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $41.89万 | 0.00% | 22,557 | 9,174 | 68.5% | $17.04万 | 加仓 |
| OUSA | ALPS ETF TR | $41.90万 | 0.00% | 7,183 | -90 | -1.2% | -$5,249 | 减仓 |
| PSUS | PERSHING SQUARE USA LTD | $41.94万 | 0.00% | 11,219 | 11,219 | — | $41.94万 | 新建仓 |
| BKLC | BNY MELLON ETF TRUST | $41.95万 | 0.00% | 2,925 | 2,925 | — | $41.95万 | 新建仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $41.96万 | 0.00% | 71,608 | 629 | 0.9% | $3,686 | 加仓 |
| MYGN | MYRIAD GENETICS INC | $41.97万 | 0.00% | 73,505 | 3,264 | 4.6% | $1.86万 | 加仓 |
| AMRC | AMERESCO INC | $41.99万 | 0.00% | 15,214 | 3,038 | 25.0% | $8.38万 | 加仓 |
| CLPT | CLEARPOINT NEURO INC | $42.07万 | 0.00% | 23,584 | 11,364 | 93.0% | $20.27万 | 重新持有 |
| IBCA | ISHARES TR | $42.13万 | 0.00% | 16,451 | 976 | 6.3% | $2.50万 | 加仓 |
| SBR | SABINE RTY TR | $42.13万 | 0.00% | 5,756 | -12,078 | -67.7% | -$88.41万 | 减仓 |
| CMRE | COSTAMARE INC | $42.20万 | 0.00% | 30,100 | -4,723 | -13.6% | -$6.62万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $42.30万 | 0.00% | 50,233 | 892 | 1.8% | $7,511 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $42.31万 | 0.00% | 8,119 | 2,129 | 35.5% | $11.09万 | 加仓 |
| AIPO | TIDAL TRUST II | $42.37万 | 0.00% | 12,681 | 12,681 | — | $42.37万 | 新建仓 |
| — | SPDR SERIES TRUST | $42.45万 | 0.00% | 3,753 | 749 | 24.9% | $8.47万 | 加仓 |
| — | KRANESHARES TRUST | $42.53万 | 0.00% | 15,453 | 15,453 | — | $42.53万 | 新建仓 |
| IBDY | ISHARES TR | $42.67万 | 0.00% | 16,575 | -234 | -1.4% | -$6,024 | 减仓 |
| — | ESPERION THERAPEUTICS INC NE | $42.81万 | 0.00% | 135,487 | 41,995 | 44.9% | $13.27万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $43.20万 | 0.00% | 73,474 | 31,022 | 73.1% | $18.24万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $43.31万 | 0.00% | 6,529 | 645 | 11.0% | $4.28万 | 加仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $43.43万 | 0.00% | 63,781 | 3,980 | 6.7% | $2.71万 | 加仓 |
| EZPW | EZCORP INC | $43.53万 | 0.00% | 12,592 | -154 | -1.2% | -$5,324 | 减仓 |
| KBE | SPDR SERIES TRUST | $43.59万 | 0.00% | 6,390 | 216 | 3.5% | $1.47万 | 加仓 |
| YORW | YORK WTR CO | $43.67万 | 0.00% | 14,247 | -5,010 | -26.0% | -$15.36万 | 减仓 |
| PYLD | PIMCO ETF TR | $43.67万 | 0.00% | 16,468 | -2,827 | -14.7% | -$7.50万 | 减仓 |
| DNOW | DNOW INC | $43.68万 | 0.00% | 33,677 | 11,997 | 55.3% | $15.56万 | 加仓 |
| USO | UNITED STS OIL FD LP | $43.68万 | 0.00% | 4,104 | -2,134 | -34.2% | -$22.71万 | 减仓 |
| MC | MOELIS & CO | $43.69万 | 0.00% | 6,678 | -3,034 | -31.2% | -$19.85万 | 减仓 |
| CIVB | CIVISTA BANCSHARES INC | $43.69万 | 0.00% | 15,482 | 4,429 | 40.1% | $12.50万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $43.81万 | 0.00% | 4,349 | 4,349 | — | $43.81万 | 新建仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $43.87万 | 0.00% | 25,884 | -2,898 | -10.1% | -$4.91万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $43.88万 | 0.00% | 6,493 | 1,174 | 22.1% | $7.93万 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC | $43.95万 | 0.00% | 32,607 | -25,906 | -44.3% | -$34.92万 | 减仓 |
| BLZE | BACKBLAZE INC | $44.02万 | 0.00% | 27,758 | 16,591 | 148.6% | $26.31万 | 加仓 |
| HLIT | HARMONIC INC | $44.10万 | 0.00% | 27,005 | 10,467 | 63.3% | $17.09万 | 加仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $44.18万 | 0.00% | 61,531 | 61,531 | — | $44.18万 | 新建仓 |
| RYZ | RYERSON HLDG CORP | $44.20万 | 0.00% | 17,958 | 3,591 | 25.0% | $8.84万 | 加仓 |
| HAUZ | DBX ETF TR | $44.38万 | 0.00% | 19,795 | 1,101 | 5.9% | $2.47万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $44.38万 | 0.00% | 6,843 | 3 | 0.0% | $195 | 加仓 |
| DX | DYNEX CAP INC | $44.39万 | 0.00% | 33,859 | -2,089 | -5.8% | -$2.74万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $44.44万 | 0.00% | 12,075 | 1,399 | 13.1% | $5.15万 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $44.46万 | 0.00% | 20,174 | -52 | -0.3% | -$1,146 | 减仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $44.47万 | 0.00% | 72,657 | 39,296 | 117.8% | $24.05万 | 加仓 |
| FVRR | FIVERR INTL LTD | $44.48万 | 0.00% | 43,101 | 540 | 1.3% | $5,573 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $44.53万 | 0.00% | 9,823 | 62 | 0.6% | $2,811 | 加仓 |
| — | INVESCO CURRENCYSHARES SWISS | $44.54万 | 0.00% | 4,084 | -153 | -3.6% | -$1.67万 | 减仓 |
| KOD | KODIAK SCIENCES INC | $44.54万 | 0.00% | 11,433 | 3,018 | 35.9% | $11.76万 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $44.61万 | 0.00% | 8,269 | 606 | 7.9% | $3.27万 | 加仓 |
| ILCV | ISHARES TR | $44.63万 | 0.00% | 4,408 | 438 | 11.0% | $4.43万 | 加仓 |
| ESRT | EMPIRE ST RLTY TR INC | $44.67万 | 0.00% | 82,563 | 44,521 | 117.0% | $24.09万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $44.72万 | 0.00% | 5,402 | -563 | -9.4% | -$4.66万 | 减仓 |
| REZ | ISHARES TR | $44.73万 | 0.00% | 4,724 | 2,157 | 84.0% | $20.43万 | 加仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $44.76万 | 0.00% | 18,587 | 1,807 | 10.8% | $4.35万 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $44.77万 | 0.00% | 36,397 | -463 | -1.3% | -$5,695 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $44.77万 | 0.00% | 213,181 | 103,261 | 93.9% | $21.68万 | 加仓 |
| SNPE | DBX ETF TR | $44.78万 | 0.00% | 6,503 | 6,503 | — | $44.78万 | 新建仓 |
| SVM | SILVERCORP METALS INC | $44.91万 | 0.00% | 44,464 | 10,850 | 32.3% | $10.96万 | 加仓 |
| EWI | ISHARES INC | $44.91万 | 0.00% | 7,581 | 64 | 0.9% | $3,791 | 加仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $45.00万 | 0.00% | 131,583 | -86,268 | -39.6% | -$29.50万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $45.09万 | 0.00% | 16,106 | 130 | 0.8% | $3,639 | 加仓 |
| CRNC | CERENCE INC | $45.16万 | 0.00% | 39,895 | 20,075 | 101.3% | $22.72万 | 加仓 |
| GNL | GLOBAL NET LEASE INC | $45.27万 | 0.00% | 50,636 | -465 | -0.9% | -$4,157 | 减仓 |
| ATRC | ATRICURE INC | $45.32万 | 0.00% | 16,197 | 2,778 | 20.7% | $7.77万 | 加仓 |
| BIOA | BIOAGE LABS INC | $45.43万 | 0.00% | 18,535 | -6,786 | -26.8% | -$16.63万 | 减仓 |
| MEC | MAYVILLE ENGR CO INC | $45.55万 | 0.00% | 12,159 | 12,159 | — | $45.55万 | 新建仓 |
| SG | SWEETGREEN INC | $45.72万 | 0.00% | 51,898 | -39,562 | -43.3% | -$34.85万 | 减仓 |
| IRON | DISC MEDICINE INC | $45.74万 | 0.00% | 6,254 | 2,485 | 65.9% | $18.18万 | 加仓 |
| RCAT | RED CAT HLDGS INC | $45.91万 | 0.00% | 43,106 | -3,711 | -7.9% | -$3.95万 | 减仓 |
| — | WISDOMTREE TR | $45.99万 | 0.00% | 3,507 | 0 | 0.0% | — | 不变 |
| — | CROSS CTRY HEALTHCARE INC | $46.02万 | 0.00% | 34,837 | 19,031 | 120.4% | $25.14万 | 加仓 |
| IBDZ | ISHARES TR | $46.08万 | 0.00% | 17,689 | 495 | 2.9% | $1.29万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $46.20万 | 0.00% | 4,676 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $46.32万 | 0.00% | 5,997 | 2,449 | 69.0% | $18.91万 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $46.32万 | 0.00% | 70,181 | -7,397 | -9.5% | -$4.88万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $46.35万 | 0.00% | 11,361 | -13,757 | -54.8% | -$56.13万 | 减仓 |
| ILF | ISHARES TR | $46.47万 | 0.00% | 13,768 | 369 | 2.8% | $1.25万 | 加仓 |
| AX | AXOS FINANCIAL INC | $46.51万 | 0.00% | 4,776 | -289 | -5.7% | -$2.81万 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $46.52万 | 0.00% | 17,788 | 2,325 | 15.0% | $6.08万 | 加仓 |
| DRD | DRDGOLD LIMITED | $46.64万 | 0.00% | 21,895 | 905 | 4.3% | $1.93万 | 加仓 |
| — | EA SERIES TRUST | $46.67万 | 0.00% | 8,880 | 50 | 0.6% | $2,628 | 加仓 |
| CARS | CARS COM INC | $46.68万 | 0.00% | 42,671 | 14,530 | 51.6% | $15.90万 | 加仓 |
| CTO | CTO RLTY GROWTH INC NEW | $46.70万 | 0.00% | 21,710 | 2,729 | 14.4% | $5.87万 | 加仓 |
| MTW | MANITOWOC CO INC | $46.81万 | 0.00% | 33,699 | 9,201 | 37.6% | $12.78万 | 加仓 |
| RING | ISHARES INC | $46.92万 | 0.00% | 7,264 | 42 | 0.6% | $2,713 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $46.96万 | 0.00% | 5,772 | 399 | 7.4% | $3.25万 | 加仓 |
| TIC | TIC SOLUTIONS INC | $47.03万 | 0.00% | 58,131 | 37,587 | 183.0% | $30.41万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $47.03万 | 0.00% | 7,511 | -4,261 | -36.2% | -$26.68万 | 减仓 |