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 |
|---|---|---|---|---|---|---|---|---|
| AZTA | AZENTA INC | $53.02万 | 0.00% | 20,777 | -1,177 | -5.4% | -$3.00万 | 减仓 |
| QFIN | QFIN HOLDINGS INC | $53.06万 | 0.00% | 33,561 | -31,255 | -48.2% | -$49.41万 | 减仓 |
| — | BLACKROCK ENERGY & RES TR | $53.13万 | 0.00% | 35,850 | -504 | -1.4% | -$7,469 | 减仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $53.18万 | 0.00% | 127,826 | -55,362 | -30.2% | -$23.03万 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $53.27万 | 0.00% | 54,863 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $53.35万 | 0.00% | 12,111 | 12,111 | — | $53.35万 | 新建仓 |
| KODK | EASTMAN KODAK CO | $53.51万 | 0.00% | 57,849 | 10,000 | 20.9% | $9.25万 | 加仓 |
| UMAC | UNUSUAL MACHS INC | $53.77万 | 0.00% | 24,112 | 24,112 | — | $53.77万 | 新建仓 |
| SMIN | ISHARES TR | $53.99万 | 0.00% | 7,634 | 2,135 | 38.8% | $15.10万 | 加仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $54.26万 | 0.00% | 322,990 | -4,370 | -1.3% | -$7,342 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $54.37万 | 0.00% | 11,830 | 1,896 | 19.1% | $8.71万 | 加仓 |
| TH | TARGET HOSPITALITY CORP | $54.51万 | 0.00% | 26,774 | 14,995 | 127.3% | $30.53万 | 加仓 |
| XYLD | GLOBAL X FDS | $54.62万 | 0.00% | 13,390 | 5,290 | 65.3% | $21.58万 | 加仓 |
| TEM | TEMPUS AI INC | $54.90万 | 0.00% | 9,478 | -884 | -8.5% | -$5.12万 | 减仓 |
| IRMD | IRADIMED CORP | $54.91万 | 0.00% | 5,746 | -1,320 | -18.7% | -$12.61万 | 减仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $55.00万 | 0.00% | 22,726 | -1,139 | -4.8% | -$2.76万 | 减仓 |
| AGNT | AGNT INC | $55.07万 | 0.00% | 101,801 | 17,865 | 21.3% | $9.66万 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $55.08万 | 0.00% | 14,251 | -10,406 | -42.2% | -$40.22万 | 减仓 |
| IETC | ISHARES U S ETF TR | $55.10万 | 0.00% | 5,133 | 19 | 0.4% | $2,040 | 加仓 |
| — | EVOLUTION METALS & TECH CORP | $55.19万 | 0.00% | 83,500 | 83,500 | — | $55.19万 | 新建仓 |
| EWT | ISHARES INC | $55.29万 | 0.00% | 5,091 | 300 | 6.3% | $3.26万 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD | $55.55万 | 0.00% | 48,855 | 7,764 | 18.9% | $8.83万 | 加仓 |
| HLF | HERBALIFE LTD | $55.79万 | 0.00% | 42,428 | -7,018 | -14.2% | -$9.23万 | 减仓 |
| NEXT | NEXTDECADE CORP | $55.85万 | 0.00% | 74,077 | 30,152 | 68.6% | $22.73万 | 加仓 |
| HNST | HONEST CO INC | $55.86万 | 0.00% | 152,617 | 53,218 | 53.5% | $19.48万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $55.90万 | 0.00% | 9,936 | 9,936 | — | $55.90万 | 新建仓 |
| ARKW | ARK ETF TR | $55.91万 | 0.00% | 3,859 | 112 | 3.0% | $1.62万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $55.94万 | 0.00% | 6,781 | 1,198 | 21.5% | $9.88万 | 加仓 |
| COTY | COTY INC | $55.97万 | 0.00% | 259,104 | -220,151 | -45.9% | -$47.55万 | 减仓 |
| CASK | MGP INGREDIENTS INC NEW | $56.00万 | 0.00% | 31,966 | -7,947 | -19.9% | -$13.92万 | 减仓 |
| IBDX | ISHARES TR | $56.27万 | 0.00% | 22,338 | 800 | 3.7% | $2.02万 | 加仓 |
| — | MAINSTREET BANCSHARES INC | $56.28万 | 0.00% | 22,793 | 523 | 2.3% | $1.29万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $56.29万 | 0.00% | 13,006 | 1,753 | 15.6% | $7.59万 | 加仓 |
| — | LIFEZONE METALS LIMITED | $56.45万 | 0.00% | 145,484 | 4,590 | 3.3% | $1.78万 | 加仓 |
| TR | TOOTSIE ROLL INDS INC | $56.60万 | 0.00% | 14,311 | 3,254 | 29.4% | $12.87万 | 加仓 |
| CUBI | CUSTOMERS BANCORP INC | $56.62万 | 0.00% | 7,158 | -1,200 | -14.4% | -$9.49万 | 减仓 |
| BBAI | BIGBEAR AI HLDGS INC | $56.90万 | 0.00% | 155,040 | 29,228 | 23.2% | $10.73万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $57.07万 | 0.00% | 12,684 | -5,308 | -29.5% | -$23.88万 | 减仓 |
| NTSK | NETSKOPE INC | $57.08万 | 0.00% | 52,175 | 23,223 | 80.2% | $25.41万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $57.09万 | 0.00% | 10,295 | -460 | -4.3% | -$2.55万 | 减仓 |
| LYTS | LSI INDS INC OHIO | $57.19万 | 0.00% | 21,517 | 760 | 3.7% | $2.02万 | 加仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $57.23万 | 0.00% | 52,750 | -17,443 | -24.9% | -$18.93万 | 减仓 |
| DHT | DHT HOLDINGS INC | $57.33万 | 0.00% | 34,684 | 4,792 | 16.0% | $7.92万 | 加仓 |
| — | SP FUNDS TRUST | $57.44万 | 0.00% | 16,611 | 1,227 | 8.0% | $4.24万 | 加仓 |
| DNUT | KRISPY KREME INC | $57.46万 | 0.00% | 162,784 | 71,729 | 78.8% | $25.32万 | 加仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $57.58万 | 0.00% | 16,188 | 270 | 1.7% | $9,604 | 加仓 |
| HURN | HURON CONSULTING GROUP INC | $57.71万 | 0.00% | 6,401 | -1,736 | -21.3% | -$15.65万 | 减仓 |
| MBUU | MALIBU BOATS INC | $57.76万 | 0.00% | 21,058 | -4,941 | -19.0% | -$13.55万 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $57.79万 | 0.00% | 33,115 | 8,660 | 35.4% | $15.11万 | 加仓 |
| NRIM | NORTHRIM BANCORP INC | $57.87万 | 0.00% | 20,861 | 3,241 | 18.4% | $8.99万 | 加仓 |
| GRND | GRINDR INC | $57.90万 | 0.00% | 40,289 | -8,669 | -17.7% | -$12.46万 | 减仓 |
| IBTJ | ISHARES TR | $57.95万 | 0.00% | 26,768 | 26,768 | — | $57.95万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $58.01万 | 0.00% | 47,127 | 909 | 2.0% | $1.12万 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $58.10万 | 0.00% | 33,979 | -3,629 | -9.6% | -$6.21万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $58.12万 | 0.00% | 34,919 | -2,166 | -5.8% | -$3.61万 | 减仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $58.27万 | 0.00% | 60,072 | -135 | -0.2% | -$1,309 | 减仓 |
| PLSE | PULSE BIOSCIENCES INC | $58.34万 | 0.00% | 21,040 | 4,627 | 28.2% | $12.83万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $58.39万 | 0.00% | 20,576 | 0 | 0.0% | — | 不变 |
| OMDA | OMADA HEALTH INC | $58.49万 | 0.00% | 26,645 | -17,685 | -39.9% | -$38.82万 | 减仓 |
| HYS | PIMCO ETF TR | $58.50万 | 0.00% | 6,255 | -625 | -9.1% | -$5.85万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $58.53万 | 0.00% | 30,157 | 1,657 | 5.8% | $3.22万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $58.58万 | 0.00% | 17,618 | -68,195 | -79.5% | -$226.75万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $58.61万 | 0.00% | 46,221 | -17,469 | -27.4% | -$22.15万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $58.75万 | 0.00% | 6,119 | -71 | -1.1% | -$6,817 | 减仓 |
| VFQY | VANGUARD WELLINGTON FD | $58.82万 | 0.00% | 3,454 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $58.84万 | 0.00% | 4,807 | 68 | 1.4% | $8,324 | 加仓 |
| — | GLOBAL X FDS | $58.86万 | 0.00% | 15,261 | -1,077 | -6.6% | -$4.15万 | 减仓 |
| IDU | ISHARES TR | $58.90万 | 0.00% | 5,139 | 437 | 9.3% | $5.01万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $59.18万 | 0.00% | 39,039 | 3,836 | 10.9% | $5.82万 | 加仓 |
| SWBI | SMITH & WESSON BRANDS INC | $59.29万 | 0.00% | 39,420 | 1,055 | 2.7% | $1.59万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $59.66万 | 0.00% | 11,797 | 3,383 | 40.2% | $17.11万 | 加仓 |
| STLN | THE ONCOLOGY INSTITUTE INC | $59.69万 | 0.00% | 109,925 | 83,713 | 319.4% | $45.46万 | 加仓 |
| HNRG | HALLADOR ENERGY COMPANY | $59.71万 | 0.00% | 34,335 | -757 | -2.2% | -$1.32万 | 减仓 |
| — | ISHARES TR | $59.73万 | 0.00% | 6,679 | 211 | 3.3% | $1.89万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $59.76万 | 0.00% | 50,048 | 161 | 0.3% | $1,922 | 加仓 |
| TBLA | TABOOLA.COM LTD | $59.79万 | 0.00% | 119,585 | 22,758 | 23.5% | $11.38万 | 加仓 |
| NUVB | NUVATION BIO INC | $59.97万 | 0.00% | 105,583 | 4,159 | 4.1% | $2.36万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $60.18万 | 0.00% | 61,285 | 15,229 | 33.1% | $14.95万 | 加仓 |
| UMH | UMH PPTYS INC | $60.38万 | 0.00% | 39,881 | 14,862 | 59.4% | $22.50万 | 加仓 |
| CAE | CAE INC | $60.59万 | 0.00% | 24,179 | 9,102 | 60.4% | $22.81万 | 加仓 |
| CDL | VICTORY PORTFOLIOS II | $60.62万 | 0.00% | 7,814 | -594 | -7.1% | -$4.61万 | 减仓 |
| JOET | VIRTUS ETF TR II | $60.71万 | 0.00% | 13,116 | 1,345 | 11.4% | $6.23万 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $60.78万 | 0.00% | 10,860 | 240 | 2.3% | $1.34万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $60.82万 | 0.00% | 25,070 | 5,949 | 31.1% | $14.43万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $60.91万 | 0.00% | 8,836 | 2,083 | 30.8% | $14.36万 | 加仓 |
| DCTH | DELCATH SYS INC | $60.98万 | 0.00% | 48,434 | 8,885 | 22.5% | $11.19万 | 加仓 |
| RZLT | REZOLUTE INC | $61.03万 | 0.00% | 117,362 | 77,899 | 197.4% | $40.51万 | 加仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $61.04万 | 0.00% | 15,999 | 3,410 | 27.1% | $13.01万 | 加仓 |
| LXFR | LUXFER HLDGS PLC | $61.07万 | 0.00% | 33,854 | 3,037 | 9.9% | $5.48万 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $61.15万 | 0.00% | 63,042 | 35,541 | 129.2% | $34.47万 | 加仓 |
| FLOC | FLOWCO HLDGS INC | $61.20万 | 0.00% | 28,680 | -6,398 | -18.2% | -$13.65万 | 减仓 |
| PRTA | PROTHENA CORP PLC | $61.30万 | 0.00% | 62,620 | -10,366 | -14.2% | -$10.15万 | 减仓 |
| Z | ZILLOW GROUP INC | $61.34万 | 0.00% | 19,462 | -2,846 | -12.8% | -$8.97万 | 减仓 |
| FLNC | FLUENCE ENERGY INC | $61.35万 | 0.00% | 30,861 | 1,611 | 5.5% | $3.20万 | 加仓 |
| — | WELLS FARGO & CO | $61.39万 | 0.00% | 531 | 147 | 38.3% | $16.99万 | 加仓 |
| MTUS | METALLUS INC | $61.41万 | 0.00% | 32,857 | -687 | -2.0% | -$1.28万 | 减仓 |
| CCB | COASTAL FINL CORP WA | $61.41万 | 0.00% | 7,923 | 647 | 8.9% | $5.01万 | 加仓 |
| CXW | CORECIVIC INC | $61.47万 | 0.00% | 20,233 | 4,947 | 32.4% | $15.03万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $61.48万 | 0.00% | 6,653 | -2,807 | -29.7% | -$25.94万 | 减仓 |
| DAKT | DAKTRONICS INC | $61.51万 | 0.00% | 31,447 | -4,837 | -13.3% | -$9.46万 | 减仓 |