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 |
|---|---|---|---|---|---|---|---|---|
| IQDG | WISDOMTREE TR | $64.14万 | 0.00% | 15,978 | -8,141 | -33.8% | -$32.68万 | 减仓 |
| BTG | B2GOLD CORP | $64.17万 | 0.00% | 141,660 | 7,384 | 5.5% | $3.34万 | 加仓 |
| HYS | PIMCO ETF TR | $64.17万 | 0.00% | 6,880 | 137 | 2.0% | $1.28万 | 加仓 |
| AUR | AURORA INNOVATION INC | $64.19万 | 0.00% | 155,802 | 47,264 | 43.5% | $19.47万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $64.19万 | 0.00% | 16,527 | 16,527 | — | $64.19万 | 新建仓 |
| ATEC | ALPHATEC HLDGS INC | $64.42万 | 0.00% | 59,210 | 16,491 | 38.6% | $17.94万 | 加仓 |
| LTC | LTC PPTYS INC | $64.47万 | 0.00% | 17,350 | 2,353 | 15.7% | $8.74万 | 加仓 |
| TAC | TRANSALTA CORP | $64.48万 | 0.00% | 49,225 | -1,968 | -3.8% | -$2.58万 | 减仓 |
| MNSO | MINISO GROUP HLDG LTD | $64.52万 | 0.00% | 39,828 | 1,066 | 2.8% | $1.73万 | 加仓 |
| HAP | VANECK ETF TRUST | $64.56万 | 0.00% | 8,909 | 0 | 0.0% | — | 不变 |
| INDI | INDIE SEMICONDUCTOR INC | $64.60万 | 0.00% | 200,618 | -25,613 | -11.3% | -$8.25万 | 减仓 |
| IHAK | ISHARES TR | $64.66万 | 0.00% | 14,814 | -306 | -2.0% | -$1.34万 | 减仓 |
| GSL | GLOBAL SHIP LEASE INC | $64.67万 | 0.00% | 17,370 | 878 | 5.3% | $3.27万 | 加仓 |
| BLKB | BLACKBAUD INC | $64.80万 | 0.00% | 16,783 | 2,348 | 16.3% | $9.07万 | 加仓 |
| — | ISHARES TR | $64.97万 | 0.00% | 25,059 | 0 | 0.0% | — | 不变 |
| WTI | W & T OFFSHORE INC | $64.98万 | 0.00% | 190,543 | 159,459 | 513.0% | $54.38万 | 加仓 |
| ROCK | GIBRALTAR INDS INC | $65.17万 | 0.00% | 16,346 | 6,867 | 72.4% | $27.38万 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $65.28万 | 0.00% | 14,112 | 919 | 7.0% | $4.25万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $65.53万 | 0.00% | 47,936 | 145 | 0.3% | $1,982 | 加仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $65.60万 | 0.00% | 6,970 | 166 | 2.4% | $1.56万 | 加仓 |
| PRLB | PROTO LABS INC | $65.62万 | 0.00% | 11,509 | 2,315 | 25.2% | $13.20万 | 加仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $65.66万 | 0.00% | 14,469 | 3,196 | 28.4% | $14.50万 | 加仓 |
| NATR | NATURES SUNSHINE PRODS INC | $65.69万 | 0.00% | 27,382 | 9,327 | 51.7% | $22.38万 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP | $65.78万 | 0.00% | 25,644 | -3,867 | -13.1% | -$9.92万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $65.83万 | 0.00% | 24,301 | 3,198 | 15.2% | $8.66万 | 加仓 |
| SMR | NUSCALE PWR CORP | $65.87万 | 0.00% | 60,763 | 9,585 | 18.7% | $10.39万 | 加仓 |
| PAR | PAR TECHNOLOGY CORP | $65.95万 | 0.00% | 49,475 | 41,184 | 496.7% | $54.90万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $66.03万 | 0.00% | 6,402 | 1,744 | 37.4% | $17.99万 | 加仓 |
| — | KRONOS WORLDWIDE INC | $66.13万 | 0.00% | 100,662 | 5,320 | 5.6% | $3.50万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $66.15万 | 0.00% | 16,649 | -1,342 | -7.5% | -$5.33万 | 减仓 |
| DJCO | DAILY JOURNAL CORP | $66.27万 | 0.00% | 1,374 | -867 | -38.7% | -$41.82万 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $66.28万 | 0.00% | 11,272 | 449 | 4.1% | $2.64万 | 加仓 |
| AAEQ | EA SERIES TRUST | $66.33万 | 0.00% | 14,259 | 0 | 0.0% | — | 不变 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $66.38万 | 0.00% | 27,039 | 540 | 2.0% | $1.33万 | 加仓 |
| — | VERIS RESIDENTIAL INC | $66.51万 | 0.00% | 35,244 | 3,037 | 9.4% | $5.73万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $66.52万 | 0.00% | 155,063 | 111,610 | 256.9% | $47.88万 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $66.53万 | 0.00% | 40,517 | -28,002 | -40.9% | -$45.98万 | 减仓 |
| PACS | PACS GROUP INC | $66.56万 | 0.00% | 20,721 | -4,240 | -17.0% | -$13.62万 | 减仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $66.69万 | 0.00% | 285,000 | 25,000 | 9.6% | $5.85万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $66.82万 | 0.00% | 6,567 | 955 | 17.0% | $9.72万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $66.93万 | 0.00% | 13,232 | -466 | -3.4% | -$2.36万 | 减仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $67.14万 | 0.00% | 8,810 | 21 | 0.2% | $1,600 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $67.19万 | 0.00% | 52,410 | 12,617 | 31.7% | $16.18万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $67.23万 | 0.00% | 15,596 | 15,596 | — | $67.23万 | 新建仓 |
| MBUU | MALIBU BOATS INC | $67.39万 | 0.00% | 25,999 | 15,631 | 150.8% | $40.52万 | 加仓 |
| IE | IVANHOE ELECTRIC INC | $67.42万 | 0.00% | 57,040 | -1,139 | -2.0% | -$1.35万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $67.59万 | 0.00% | 13,570 | 4,223 | 45.2% | $21.03万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $67.73万 | 0.00% | 46,838 | 11,943 | 34.2% | $17.27万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $67.95万 | 0.00% | 32,435 | 21,169 | 187.9% | $44.35万 | 加仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $67.97万 | 0.00% | 18,011 | 1,335 | 8.0% | $5.04万 | 加仓 |
| WTAI | WISDOMTREE TR | $67.98万 | 0.00% | 24,081 | 929 | 4.0% | $2.62万 | 加仓 |
| PGEN | PRECIGEN INC | $68.01万 | 0.00% | 175,749 | 5,130 | 3.0% | $1.99万 | 加仓 |
| IRMD | IRADIMED CORP | $68.02万 | 0.00% | 7,066 | 1,365 | 23.9% | $13.14万 | 加仓 |
| LYFT | LYFT INC | $68.09万 | 0.00% | 51,193 | -163,548 | -76.2% | -$217.52万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $68.18万 | 0.00% | 31,743 | 5,910 | 22.9% | $12.69万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $68.40万 | 0.00% | 8,045 | -325 | -3.9% | -$2.76万 | 减仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $68.46万 | 0.00% | 31,931 | 6,638 | 26.2% | $14.23万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $68.55万 | 0.00% | 13,220 | -27 | -0.2% | -$1,400 | 减仓 |
| MAT | MATTEL INC | $68.66万 | 0.00% | 47,256 | -3,371 | -6.7% | -$4.90万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $68.66万 | 0.00% | 15,354 | 4,556 | 42.2% | $20.37万 | 加仓 |
| TRN | TRINITY INDS INC | $68.97万 | 0.00% | 21,432 | 8,435 | 64.9% | $27.14万 | 加仓 |
| WNC | WABASH NATL CORP | $68.99万 | 0.00% | 80,036 | 14,616 | 22.3% | $12.60万 | 加仓 |
| CHEF | CHEFS WHSE INC | $69.09万 | 0.00% | 11,621 | 4,457 | 62.2% | $26.50万 | 加仓 |
| RNGR | RANGER ENERGY SVCS INC | $69.11万 | 0.00% | 40,322 | 25,665 | 175.1% | $43.99万 | 加仓 |
| UTL | UNITIL CORP | $69.19万 | 0.00% | 13,245 | 996 | 8.1% | $5.20万 | 加仓 |
| USAR | USA RARE EARTH INC | $69.37万 | 0.00% | 45,834 | 22,800 | 99.0% | $34.51万 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $69.77万 | 0.00% | 2,826 | 176 | 6.6% | $4.34万 | 加仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $69.78万 | 0.00% | 15,600 | 3,705 | 31.1% | $16.57万 | 加仓 |
| — | LISTED FDS TR | $69.85万 | 0.00% | 43,848 | 22,546 | 105.8% | $35.92万 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $69.86万 | 0.00% | 29,651 | 2,485 | 9.1% | $5.85万 | 加仓 |
| SMP | STANDARD MTR PRODS INC | $69.91万 | 0.00% | 20,125 | 5,007 | 33.1% | $17.39万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $70.02万 | 0.00% | 14,057 | -252 | -1.8% | -$1.26万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $70.02万 | 0.00% | 33,503 | 2,208 | 7.1% | $4.61万 | 加仓 |
| — | CALAMOS ETF TR | $70.13万 | 0.00% | 27,060 | 27,060 | — | $70.13万 | 新建仓 |
| PSN | PARSONS CORP DEL | $70.17万 | 0.00% | 12,954 | -1,899 | -12.8% | -$10.29万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $70.48万 | 0.00% | 32,904 | 4,846 | 17.3% | $10.38万 | 加仓 |
| — | OCCIDENTAL PETE CORP | $70.48万 | 0.00% | 16,428 | 64 | 0.4% | $2,746 | 加仓 |
| GRC | GORMAN RUPP CO | $70.52万 | 0.00% | 11,350 | 2,201 | 24.1% | $13.67万 | 加仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $70.54万 | 0.00% | 25,095 | 8,890 | 54.9% | $24.99万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $70.58万 | 0.00% | 12,561 | 29 | 0.2% | $1,629 | 加仓 |
| RBCAA | REPUBLIC BANCORP INC KY | $70.69万 | 0.00% | 10,020 | 1,134 | 12.8% | $8.00万 | 加仓 |
| DAKT | DAKTRONICS INC | $70.94万 | 0.00% | 36,284 | 10,550 | 41.0% | $20.63万 | 加仓 |
| PRTA | PROTHENA CORP PLC | $70.94万 | 0.00% | 72,986 | 11,017 | 17.8% | $10.71万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $70.98万 | 0.00% | 41,579 | 4,843 | 13.2% | $8.27万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $71.07万 | 0.00% | 45,356 | 21,212 | 87.9% | $33.24万 | 加仓 |
| DGRS | WISDOMTREE TR | $71.12万 | 0.00% | 13,430 | -143 | -1.1% | -$7,573 | 减仓 |
| KOP | KOPPERS HOLDINGS INC | $71.15万 | 0.00% | 18,394 | 2,136 | 13.1% | $8.26万 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $71.22万 | 0.00% | 19,877 | 8,559 | 75.6% | $30.67万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $71.23万 | 0.00% | 7,637 | 1,089 | 16.6% | $10.16万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $71.39万 | 0.00% | 57,069 | 7,968 | 16.2% | $9.97万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $71.75万 | 0.00% | 140,696 | 1,167 | 0.8% | $5,952 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $71.93万 | 0.00% | 11,136 | 1,293 | 13.1% | $8.35万 | 加仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $71.95万 | 0.00% | 26,996 | 1,793 | 7.1% | $4.78万 | 加仓 |
| HIFS | HINGHAM INSTN SVGS MASS | $72.03万 | 0.00% | 2,520 | 237 | 10.4% | $6.77万 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $72.15万 | 0.00% | 205,551 | 46,898 | 29.6% | $16.46万 | 加仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $72.19万 | 0.00% | 13,386 | -142 | -1.0% | -$7,658 | 减仓 |
| RCUS | ARCUS BIOSCIENCES INC | $72.24万 | 0.00% | 33,445 | 2,073 | 6.6% | $4.48万 | 加仓 |
| FLOC | FLOWCO HLDGS INC | $72.26万 | 0.00% | 35,078 | 3,822 | 12.2% | $7.87万 | 加仓 |
| ONON | ON HLDG AG | $72.35万 | 0.00% | 21,265 | 2,092 | 10.9% | $7.12万 | 加仓 |
| SARO | STANDARDAERO INC | $72.42万 | 0.00% | 28,038 | 14,335 | 104.6% | $37.03万 | 加仓 |