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 |
|---|---|---|---|---|---|---|---|---|
| BVN | COMPANIA DE MINAS BUENAVENTU | $50.08万 | 0.00% | 13,897 | 318 | 2.3% | $1.15万 | 加仓 |
| IBMO | ISHARES TR | $50.09万 | 0.00% | 19,542 | 5,251 | 36.7% | $13.46万 | 加仓 |
| PDM | PIEDMONT REALTY TRUST INC | $50.11万 | 0.00% | 76,271 | -16,688 | -18.0% | -$10.96万 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $50.14万 | 0.00% | 50,694 | 21,258 | 72.2% | $21.02万 | 加仓 |
| AGNT | EXP WORLD HLDGS INC | $50.28万 | 0.00% | 83,936 | 71,441 | 571.8% | $42.79万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $50.47万 | 0.00% | 6,569 | -133 | -2.0% | -$1.02万 | 减仓 |
| AROW | ARROW FINL CORP | $50.50万 | 0.00% | 15,043 | 15,043 | — | $50.50万 | 新建仓 |
| — | CALAVO GROWERS INC | $50.52万 | 0.00% | 19,591 | 3,214 | 19.6% | $8.29万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $50.54万 | 0.00% | 13,957 | 27 | 0.2% | $978 | 加仓 |
| PYLD | PIMCO ETF TR | $50.55万 | 0.00% | 19,295 | 11,702 | 154.1% | $30.66万 | 加仓 |
| SDGR | SCHRODINGER INC | $50.56万 | 0.00% | 44,510 | 18,922 | 73.9% | $21.50万 | 重新持有 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $50.74万 | 0.00% | 9,802 | 9,802 | — | $50.74万 | 新建仓 |
| ECVT | ECOVYST INC | $50.80万 | 0.00% | 39,503 | 8,090 | 25.8% | $10.40万 | 加仓 |
| — | THERMON GROUP HLDGS INC | $50.96万 | 0.00% | 10,111 | 3,674 | 57.1% | $18.52万 | 加仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $51.01万 | 0.00% | 16,780 | 1,548 | 10.2% | $4.71万 | 加仓 |
| LTM | LATAM AIRLINES GROUP SA | $51.05万 | 0.00% | 10,325 | 10,325 | — | $51.05万 | 新建仓 |
| PZZA | PAPA JOHNS INTL INC | $51.06万 | 0.00% | 15,754 | 8,030 | 104.0% | $26.03万 | 重新持有 |
| CRK | COMSTOCK RES INC | $51.12万 | 0.00% | 24,251 | 9,679 | 66.4% | $20.40万 | 加仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $51.21万 | 0.00% | 17,548 | -5,653 | -24.4% | -$16.50万 | 减仓 |
| AXGN | AXOGEN INC | $51.24万 | 0.00% | 15,465 | -1,733 | -10.1% | -$5.74万 | 减仓 |
| XHR | XENIA HOTELS & RESORTS INC | $51.37万 | 0.00% | 34,638 | 8,456 | 32.3% | $12.54万 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $51.43万 | 0.00% | 77,578 | 2,721 | 3.6% | $1.80万 | 加仓 |
| MOO | VANECK ETF TRUST | $51.44万 | 0.00% | 6,088 | 3,055 | 100.7% | $25.81万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $51.54万 | 0.00% | 3,454 | -172 | -4.7% | -$2.57万 | 减仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $51.56万 | 0.00% | 11,762 | 11,762 | — | $51.56万 | 新建仓 |
| — | GENCOR INDS INC | $51.59万 | 0.00% | 34,394 | 34,394 | — | $51.59万 | 新建仓 |
| WLFC | WILLIS LEASE FIN CORP | $51.91万 | 0.00% | 3,049 | 546 | 21.8% | $9.30万 | 加仓 |
| BEKE | KE HLDGS INC | $51.92万 | 0.00% | 34,684 | -10,654 | -23.5% | -$15.95万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $52.02万 | 0.00% | 4,739 | 490 | 11.5% | $5.38万 | 加仓 |
| ATLC | ATLANTICUS HOLDINGS CORP | $52.03万 | 0.00% | 9,917 | 3,626 | 57.6% | $19.03万 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $52.04万 | 0.00% | 9,852 | 1,500 | 18.0% | $7.92万 | 加仓 |
| BITO | PROSHARES TR | $52.29万 | 0.00% | 56,170 | -3,511 | -5.9% | -$3.27万 | 减仓 |
| OI | O-I GLASS INC | $52.43万 | 0.00% | 49,883 | -4,411 | -8.1% | -$4.64万 | 减仓 |
| TECL | DIREXION SHARES ETF TRUST | $52.47万 | 0.00% | 6,062 | -11,698 | -65.9% | -$101.25万 | 减仓 |
| — | NSTS BANCORP INC | $52.47万 | 0.00% | 45,000 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $52.58万 | 0.00% | 3,393 | -591 | -14.8% | -$9.16万 | 减仓 |
| ARKX | ARK ETF TR | $52.68万 | 0.00% | 17,949 | 222 | 1.3% | $6,516 | 加仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $52.88万 | 0.00% | 15,918 | 2,199 | 16.0% | $7.31万 | 加仓 |
| FROG | JFROG LTD | $52.91万 | 0.00% | 11,275 | 6,779 | 150.8% | $31.81万 | 加仓 |
| CDNA | CAREDX INC | $52.94万 | 0.00% | 30,497 | 917 | 3.1% | $1.59万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $53.06万 | 0.00% | 15,628 | 15,628 | — | $53.06万 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $53.08万 | 0.00% | 10,441 | 102 | 1.0% | $5,185 | 加仓 |
| BLMN | BLOOMIN BRANDS INC | $53.10万 | 0.00% | 98,342 | 53,768 | 120.6% | $29.03万 | 加仓 |
| IGE | ISHARES TR | $53.21万 | 0.00% | 8,453 | 100 | 1.2% | $6,294 | 加仓 |
| RC | READY CAPITAL CORP | $53.25万 | 0.00% | 328,679 | -28,939 | -8.1% | -$4.69万 | 减仓 |
| MDXG | MIMEDX GROUP INC | $53.46万 | 0.00% | 135,348 | 122,015 | 915.1% | $48.20万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $53.56万 | 0.00% | 18,452 | 4,131 | 28.8% | $11.99万 | 加仓 |
| — | FLUSHING FINL CORP | $53.58万 | 0.00% | 34,881 | -4,947 | -12.4% | -$7.60万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $53.59万 | 0.00% | 13,672 | 13,672 | — | $53.59万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $53.76万 | 0.00% | 4,504 | 1 | 0.0% | $119 | 加仓 |
| HPK | HIGHPEAK ENERGY INC | $53.82万 | 0.00% | 78,007 | 51,100 | 189.9% | $35.26万 | 加仓 |
| SOC | SABLE OFFSHORE CORP | $53.92万 | 0.00% | 32,638 | 9,574 | 41.5% | $15.82万 | 加仓 |
| FDUS | FIDUS INVT CORP | $54.14万 | 0.00% | 31,079 | 2,363 | 8.2% | $4.12万 | 加仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $54.18万 | 0.00% | 41,169 | -541 | -1.3% | -$7,120 | 减仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $54.26万 | 0.00% | 5,048 | 255 | 5.3% | $2.74万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $54.29万 | 0.00% | 29,945 | 10,174 | 51.5% | $18.45万 | 加仓 |
| — | ISHARES TR | $54.30万 | 0.00% | 6,468 | -290 | -4.3% | -$2.43万 | 减仓 |
| KVYO | KLAVIYO INC | $54.40万 | 0.00% | 27,956 | 12,403 | 79.7% | $24.14万 | 加仓 |
| IBDX | ISHARES TR | $54.43万 | 0.00% | 21,538 | 21,538 | — | $54.43万 | 新建仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $54.53万 | 0.00% | 4,384 | 14 | 0.3% | $1,741 | 加仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $54.56万 | 0.00% | 20,879 | 7,696 | 58.4% | $20.11万 | 加仓 |
| IDU | ISHARES TR | $54.59万 | 0.00% | 4,702 | -200 | -4.1% | -$2.32万 | 减仓 |
| DHT | DHT HOLDINGS INC | $54.61万 | 0.00% | 29,892 | 314 | 1.1% | $5,737 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC | $54.62万 | 0.00% | 7,966 | 4,966 | 165.5% | $34.05万 | 重新持有 |
| NVAX | NOVAVAX INC | $54.70万 | 0.00% | 67,202 | 4,473 | 7.1% | $3.64万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $54.72万 | 0.00% | 45,865 | 5,643 | 14.0% | $6.73万 | 加仓 |
| QGRW | WISDOMTREE TR | $54.73万 | 0.00% | 10,243 | 4,835 | 89.4% | $25.83万 | 加仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $54.76万 | 0.00% | 4,393 | 1,430 | 48.3% | $17.82万 | 加仓 |
| MTUS | METALLUS INC | $54.81万 | 0.00% | 33,544 | -7,675 | -18.6% | -$12.54万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $54.86万 | 0.00% | 20,703 | 2,544 | 14.0% | $6.74万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $54.95万 | 0.00% | 10,755 | 465 | 4.5% | $2.38万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $54.96万 | 0.00% | 8,853 | 1,194 | 15.6% | $7.41万 | 加仓 |
| EZM | WISDOMTREE TR | $54.97万 | 0.00% | 8,178 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON BRANDS INC | $54.98万 | 0.00% | 38,365 | 5,478 | 16.7% | $7.85万 | 加仓 |
| INR | INFINITY NAT RES INC | $55.00万 | 0.00% | 31,231 | 31,231 | — | $55.00万 | 新建仓 |
| TRIP | TRIPADVISOR INC | $55.11万 | 0.00% | 51,702 | 15,424 | 42.5% | $16.44万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $55.12万 | 0.00% | 28,782 | 4,511 | 18.6% | $8.64万 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $55.31万 | 0.00% | 16,065 | 16,065 | — | $55.31万 | 新建仓 |
| MC | MOELIS & CO | $55.36万 | 0.00% | 9,712 | 2,063 | 27.0% | $11.76万 | 加仓 |
| CCB | COASTAL FINL CORP WA | $55.37万 | 0.00% | 7,276 | -4,818 | -39.8% | -$36.67万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $55.63万 | 0.00% | 6,429 | 1,755 | 37.5% | $15.18万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $55.69万 | 0.00% | 46,218 | -370 | -0.8% | -$4,459 | 减仓 |
| OMDA | OMADA HEALTH INC | $55.72万 | 0.00% | 44,330 | 44,330 | — | $55.72万 | 新建仓 |
| IMNM | IMMUNOME INC | $55.81万 | 0.00% | 25,518 | 4,637 | 22.2% | $10.14万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $55.81万 | 0.00% | 19,954 | 19,954 | — | $55.81万 | 新建仓 |
| PKBK | PARKE BANCORP INC | $55.93万 | 0.00% | 19,693 | 19,693 | — | $55.93万 | 新建仓 |
| IQQQ | PROSHARES TR | $56.05万 | 0.00% | 13,443 | -25 | -0.2% | -$1,042 | 减仓 |
| CMPX | COMPASS THERAPEUTICS INC | $56.17万 | 0.00% | 106,191 | -1,953 | -1.8% | -$1.03万 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $56.37万 | 0.00% | 49,887 | -3,282 | -6.2% | -$3.71万 | 减仓 |
| NTST | NETSTREIT CORP | $56.45万 | 0.00% | 29,978 | 6,200 | 26.1% | $11.67万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $56.51万 | 0.00% | 50,139 | 24,424 | 95.0% | $27.53万 | 加仓 |
| CRSR | CORSAIR GAMING INC | $56.51万 | 0.00% | 101,817 | 63,129 | 163.2% | $35.04万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $56.53万 | 0.00% | 7,919 | -1,296 | -14.1% | -$9.25万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $56.54万 | 0.00% | 37,616 | -3,468 | -8.4% | -$5.21万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $56.57万 | 0.00% | 6,252 | 7 | 0.1% | $633 | 加仓 |
| — | DIGITALBRIDGE GROUP INC | $56.59万 | 0.00% | 36,701 | -17,620 | -32.4% | -$27.17万 | 减仓 |
| KOMP | SPDR SERIES TRUST | $56.62万 | 0.00% | 9,683 | 805 | 9.1% | $4.71万 | 加仓 |
| FWRD | FORWARD AIR CORP | $56.64万 | 0.00% | 33,895 | 12,033 | 55.0% | $20.11万 | 加仓 |
| — | ZACKS TRUST | $56.76万 | 0.00% | 21,054 | -2,463 | -10.5% | -$6.64万 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $56.83万 | 0.00% | 9,460 | -321 | -3.3% | -$1.93万 | 减仓 |