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 |
|---|---|---|---|---|---|---|---|---|
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $47.08万 | 0.00% | 60,833 | 14,620 | 31.6% | $11.32万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $47.13万 | 0.00% | 11,019 | 225 | 2.1% | $9,623 | 加仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $47.28万 | 0.00% | 31,127 | 31,127 | — | $47.28万 | 新建仓 |
| — | ZACKS TRUST | $47.42万 | 0.00% | 16,229 | -4,825 | -22.9% | -$14.10万 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $47.48万 | 0.00% | 22,555 | 8,237 | 57.5% | $17.34万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $47.48万 | 0.00% | 12,011 | -4,853 | -28.8% | -$19.18万 | 减仓 |
| GARP | ISHARES TR | $47.51万 | 0.00% | 5,755 | -6 | -0.1% | -$495 | 减仓 |
| RUM | RUM GROUP INC | $47.52万 | 0.00% | 74,958 | 22,405 | 42.6% | $14.20万 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC | $47.55万 | 0.00% | 6,231 | 935 | 17.7% | $7.13万 | 加仓 |
| KELYA | KELLY SVCS INC | $47.58万 | 0.00% | 38,748 | 28,131 | 265.0% | $34.54万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $47.62万 | 0.00% | 42,706 | -14,363 | -25.2% | -$16.01万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $47.74万 | 0.00% | 15,546 | -82 | -0.5% | -$2,518 | 减仓 |
| — | DIGITALBRIDGE GROUP INC | $47.80万 | 0.00% | 30,290 | -6,411 | -17.5% | -$10.12万 | 减仓 |
| SH | PROSHARES TR | $47.82万 | 0.00% | 14,481 | 5,576 | 62.6% | $18.41万 | 重新持有 |
| — | PROSHARES TR | $47.82万 | 0.00% | 5,589 | 1,015 | 22.2% | $8.68万 | 加仓 |
| RPAY | REPAY HLDGS CORP | $47.88万 | 0.00% | 113,993 | 73,368 | 180.6% | $30.81万 | 加仓 |
| BBD | BANCO BRADESCO S A | $47.90万 | 0.00% | 138,054 | 103,628 | 301.0% | $35.96万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $47.91万 | 0.00% | 6,239 | -330 | -5.0% | -$2.53万 | 减仓 |
| CENTA | CENTRAL GARDEN & PET CO | $47.95万 | 0.00% | 12,368 | 1,353 | 12.3% | $5.25万 | 加仓 |
| UE | URBAN EDGE PPTYS | $48.02万 | 0.00% | 20,989 | 4,405 | 26.6% | $10.08万 | 加仓 |
| ITM | VANECK ETF TRUST | $48.17万 | 0.00% | 10,250 | 487 | 5.0% | $2.29万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $48.30万 | 0.00% | 66,523 | 0 | 0.0% | — | 不变 |
| SATL | SATELLOGIC INC | $48.43万 | 0.00% | 84,671 | 38,438 | 83.1% | $21.99万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $48.45万 | 0.00% | 4,914 | -371 | -7.0% | -$3.66万 | 减仓 |
| ASTH | ASTRANA HEALTH INC | $48.48万 | 0.00% | 10,447 | 2,262 | 27.6% | $10.50万 | 加仓 |
| BEKE | KE HLDGS INC | $48.49万 | 0.00% | 33,374 | -1,310 | -3.8% | -$1.90万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $48.52万 | 0.00% | 83,518 | 12,925 | 18.3% | $7.51万 | 加仓 |
| FSBW | FS BANCORP INC | $48.61万 | 0.00% | 11,201 | 48 | 0.4% | $2,083 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC | $48.82万 | 0.00% | 63,986 | 37,587 | 142.4% | $28.68万 | 加仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $48.88万 | 0.00% | 68,552 | 4 | 0.0% | $29 | 加仓 |
| PRKS | UNITED PARKS & RESORTS INC | $48.95万 | 0.00% | 10,254 | 10,254 | — | $48.95万 | 新建仓 |
| EBND | SPDR SERIES TRUST | $48.97万 | 0.00% | 23,406 | 196 | 0.8% | $4,100 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $49.01万 | 0.00% | 9,390 | 141 | 1.5% | $7,359 | 加仓 |
| EWG | ISHARES INC | $49.13万 | 0.00% | 11,875 | -225 | -1.9% | -$9,308 | 减仓 |
| RMR | RMR GROUP INC | $49.17万 | 0.00% | 23,951 | 6,838 | 40.0% | $14.04万 | 加仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $49.18万 | 0.00% | 3,863 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $49.18万 | 0.00% | 11,307 | 1,317 | 13.2% | $5.73万 | 加仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $49.20万 | 0.00% | 37,675 | -3,494 | -8.5% | -$4.56万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $49.26万 | 0.00% | 23,961 | 23,961 | — | $49.26万 | 新建仓 |
| AGYS | AGILYSYS INC | $49.31万 | 0.00% | 4,719 | 1,177 | 33.2% | $12.30万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $49.38万 | 0.00% | 20,345 | 2,821 | 16.1% | $6.85万 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $49.51万 | 0.00% | 120,750 | 93,624 | 345.1% | $38.39万 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $49.54万 | 0.00% | 13,473 | -2,281 | -14.5% | -$8.39万 | 减仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $49.65万 | 0.00% | 105,418 | 151 | 0.1% | $711 | 加仓 |
| HY | HYSTER-YALE INC | $50.02万 | 0.00% | 14,268 | 1,137 | 8.7% | $3.99万 | 加仓 |
| BILI | BILIBILI INC | $50.03万 | 0.00% | 29,380 | 7,684 | 35.4% | $13.09万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $50.08万 | 0.00% | 9,673 | 3,136 | 48.0% | $16.24万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $50.11万 | 0.00% | 7,352 | -18 | -0.2% | -$1,227 | 减仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $50.15万 | 0.00% | 59,847 | 26,303 | 78.4% | $22.04万 | 加仓 |
| SSUS | STRATEGY SHS | $50.23万 | 0.00% | 9,081 | -214 | -2.3% | -$1.18万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $50.26万 | 0.00% | 5,881 | 227 | 4.0% | $1.94万 | 加仓 |
| NTGR | NETGEAR INC | $50.26万 | 0.00% | 21,526 | 2,919 | 15.7% | $6.82万 | 加仓 |
| RC | READY CAPITAL CORP | $50.27万 | 0.00% | 287,241 | -41,438 | -12.6% | -$7.25万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $50.27万 | 0.00% | 14,860 | 1,518 | 11.4% | $5.14万 | 加仓 |
| XMTR | XOMETRY INC | $50.29万 | 0.00% | 5,210 | 5,210 | — | $50.29万 | 新建仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $50.34万 | 0.00% | 8,210 | -667 | -7.5% | -$4.09万 | 减仓 |
| IBTK | ISHARES TR | $50.36万 | 0.00% | 25,772 | 25,772 | — | $50.36万 | 新建仓 |
| CSRE | COHEN & STEERS ETF TRUST | $50.37万 | 0.00% | 17,750 | 0 | 0.0% | — | 不变 |
| EDIV | SPDR INDEX SHS FDS | $50.42万 | 0.00% | 12,309 | 4,426 | 56.1% | $18.13万 | 加仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $50.48万 | 0.00% | 3,532 | -131 | -3.6% | -$1.87万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $50.51万 | 0.00% | 12,169 | 2,950 | 32.0% | $12.25万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $50.54万 | 0.00% | 12,125 | -4,402 | -26.6% | -$18.35万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $50.58万 | 0.00% | 20,638 | -4,804 | -18.9% | -$11.77万 | 减仓 |
| STRT | STRATTEC SEC CORP | $50.66万 | 0.00% | 6,220 | -1,869 | -23.1% | -$15.22万 | 减仓 |
| IMNM | IMMUNOME INC | $50.87万 | 0.00% | 24,008 | -1,510 | -5.9% | -$3.20万 | 减仓 |
| AAXJ | ISHARES TR | $50.91万 | 0.00% | 4,266 | 34 | 0.8% | $4,058 | 加仓 |
| IGE | ISHARES TR | $50.94万 | 0.00% | 9,067 | 614 | 7.3% | $3.45万 | 加仓 |
| JETS | ETF SER SOLUTIONS | $50.98万 | 0.00% | 15,346 | -1,851 | -10.8% | -$6.15万 | 减仓 |
| ICVT | ISHARES TR | $51.01万 | 0.00% | 4,190 | 5 | 0.1% | $609 | 加仓 |
| SABR | SABRE CORP | $51.08万 | 0.00% | 244,383 | 18,250 | 8.1% | $3.81万 | 加仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $51.10万 | 0.00% | 44,782 | -496 | -1.1% | -$5,659 | 减仓 |
| MAMA | MAMAS CREATIONS INC | $51.17万 | 0.00% | 28,666 | 84 | 0.3% | $1,499 | 加仓 |
| WNC | WABASH NATL CORP | $51.17万 | 0.00% | 37,904 | -42,132 | -52.6% | -$56.88万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $51.19万 | 0.00% | 23,415 | -8,487 | -26.6% | -$18.55万 | 减仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $51.22万 | 0.00% | 89,230 | 89,230 | — | $51.22万 | 新建仓 |
| — | GENCOR INDS INC | $51.24万 | 0.00% | 34,343 | -51 | -0.1% | -$761 | 减仓 |
| CTEV | CLARITEV CORPORATION | $51.26万 | 0.00% | 15,029 | 15,029 | — | $51.26万 | 新建仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $51.37万 | 0.00% | 12,923 | 536 | 4.3% | $2.13万 | 加仓 |
| PACK | RANPAK HOLDINGS CORP | $51.44万 | 0.00% | 70,375 | 37,701 | 115.4% | $27.56万 | 加仓 |
| KWEB | KRANESHARES TRUST | $51.45万 | 0.00% | 21,027 | 10,480 | 99.4% | $25.64万 | 加仓 |
| — | PROSHARES TR | $51.58万 | 0.00% | 7,871 | 850 | 12.1% | $5.57万 | 加仓 |
| ECVT | ECOVYST INC | $51.64万 | 0.00% | 41,481 | 1,978 | 5.0% | $2.46万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $51.71万 | 0.00% | 15,911 | 5,369 | 50.9% | $17.45万 | 加仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $51.71万 | 0.00% | 98,686 | 36,027 | 57.5% | $18.88万 | 加仓 |
| ARDT | ARDENT HEALTH INC | $51.84万 | 0.00% | 52,681 | 25,105 | 91.0% | $24.70万 | 加仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $52.03万 | 0.00% | 98,725 | 38,403 | 63.7% | $20.24万 | 加仓 |
| — | ISHARES TR | $52.06万 | 0.00% | 10,816 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $52.14万 | 0.00% | 9,036 | 835 | 10.2% | $4.82万 | 加仓 |
| FSUN | FIRSTSUN CAP BANCORP | $52.17万 | 0.00% | 13,454 | 13,454 | — | $52.17万 | 新建仓 |
| TRNS | TRANSCAT INC | $52.20万 | 0.00% | 5,627 | 349 | 6.6% | $3.24万 | 加仓 |
| NULV | NUSHARES ETF TR | $52.21万 | 0.00% | 10,444 | 3,002 | 40.3% | $15.01万 | 加仓 |
| IAT | ISHARES TR | $52.45万 | 0.00% | 8,431 | -639 | -7.0% | -$3.98万 | 减仓 |
| CPER | UNITED STS COMMODITY INDEX F | $52.52万 | 0.00% | 13,921 | -2,144 | -13.3% | -$8.09万 | 减仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $52.56万 | 0.00% | 37,923 | 587 | 1.6% | $8,136 | 加仓 |
| BB | BLACKBERRY LTD | $52.60万 | 0.00% | 41,582 | 7,980 | 23.7% | $10.09万 | 加仓 |
| PDLB | PONCE FINANCIAL GROUP INC | $52.71万 | 0.00% | 26,433 | 2,272 | 9.4% | $4.53万 | 加仓 |
| IRD | OPUS GENETICS INC | $52.76万 | 0.00% | 128,366 | 0 | 0.0% | — | 不变 |
| ZTO | ZTO EXPRESS CAYMAN INC | $52.81万 | 0.00% | 23,598 | -551 | -2.3% | -$1.23万 | 减仓 |
| EYE | NATIONAL VISION HLDGS INC | $52.84万 | 0.00% | 27,798 | -4,638 | -14.3% | -$8.82万 | 减仓 |
| XPEV | XPENG INC | $52.89万 | 0.00% | 39,946 | -3,070 | -7.1% | -$4.06万 | 减仓 |