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 |
|---|---|---|---|---|---|---|---|---|
| ADV | ADVANTAGE SOLUTIONS INC | $61.57万 | 0.00% | 14,238 | 14,238 | — | $61.57万 | 新建仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $61.63万 | 0.00% | 9,376 | 1,872 | 24.9% | $12.30万 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $61.68万 | 0.00% | 45,587 | -21,090 | -31.6% | -$28.53万 | 减仓 |
| INBX | INHIBRX BIOSCIENCES INC | $61.72万 | 0.00% | 6,514 | -104 | -1.6% | -$9,854 | 减仓 |
| JBS | JBS N.V. | $61.72万 | 0.00% | 52,083 | -5,749 | -9.9% | -$6.81万 | 减仓 |
| BTG | B2GOLD CORP | $61.72万 | 0.00% | 165,032 | 23,372 | 16.5% | $8.74万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $61.78万 | 0.00% | 12,410 | -1,160 | -8.5% | -$5.77万 | 减仓 |
| HAP | VANECK ETF TRUST | $61.89万 | 0.00% | 9,021 | 112 | 1.3% | $7,684 | 加仓 |
| — | NSTS BANCORP INC | $61.92万 | 0.00% | 45,000 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $61.93万 | 0.00% | 124,102 | -16,594 | -11.8% | -$8.28万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $61.93万 | 0.00% | 3,689 | -1,389 | -27.4% | -$23.32万 | 减仓 |
| IBMQ | ISHARES TR | $61.98万 | 0.00% | 24,229 | -6,585 | -21.4% | -$16.84万 | 减仓 |
| BV | BRIGHTVIEW HLDGS INC | $61.98万 | 0.00% | 43,743 | 14,509 | 49.6% | $20.56万 | 加仓 |
| CTRN | CITI TRENDS INC | $62.10万 | 0.00% | 10,736 | 1,098 | 11.4% | $6.35万 | 加仓 |
| MFM | ABERDEEN MUN INCOME FD | $62.21万 | 0.00% | 110,699 | -5,373 | -4.6% | -$3.02万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $62.21万 | 0.00% | 12,271 | -949 | -7.2% | -$4.81万 | 减仓 |
| — | AKEBIA THREAPEUTICS INC | $62.21万 | 0.00% | 545,740 | 369,174 | 209.1% | $42.09万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $62.35万 | 0.00% | 15,797 | -852 | -5.1% | -$3.36万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $62.37万 | 0.00% | 12,916 | 5,880 | 83.6% | $28.39万 | 加仓 |
| — | SELECTQUOTE INC | $62.41万 | 0.00% | 742,044 | 150,455 | 25.4% | $12.65万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $62.43万 | 0.00% | 63,644 | 6,012 | 10.4% | $5.90万 | 加仓 |
| NRC | NRC HEALTH | $62.45万 | 0.00% | 28,952 | 4,544 | 18.6% | $9.80万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $62.68万 | 0.00% | 6,292 | -137 | -2.1% | -$1.36万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $62.74万 | 0.00% | 9,136 | 283 | 3.2% | $1.94万 | 加仓 |
| REAL | THE REALREAL INC | $62.80万 | 0.00% | 53,262 | 16,740 | 45.8% | $19.74万 | 加仓 |
| SMMU | PIMCO ETF TR | $62.94万 | 0.00% | 12,464 | 863 | 7.4% | $4.36万 | 加仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $62.95万 | 0.00% | 63,587 | 29,950 | 89.0% | $29.65万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $62.98万 | 0.00% | 16,751 | -619 | -3.6% | -$2.33万 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $63.01万 | 0.00% | 42,174 | -858 | -2.0% | -$1.28万 | 减仓 |
| IMCB | ISHARES TR | $63.05万 | 0.00% | 6,529 | 2,354 | 56.4% | $22.73万 | 加仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $63.07万 | 0.00% | 4,127 | -266 | -6.1% | -$4.07万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $63.45万 | 0.00% | 7,406 | 2,793 | 60.5% | $23.93万 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $63.46万 | 0.00% | 9,120 | -595 | -6.1% | -$4.14万 | 减仓 |
| ACDC | PROFRAC HLDG CORP | $63.53万 | 0.00% | 109,351 | 58,735 | 116.0% | $34.13万 | 加仓 |
| APPS | DIGITAL TURBINE INC | $63.57万 | 0.00% | 49,279 | 21,413 | 76.8% | $27.62万 | 加仓 |
| NVRI | ENVIRI CORP | $63.69万 | 0.00% | 29,015 | 29,015 | — | $63.69万 | 新建仓 |
| BXC | BLUELINX HLDGS INC | $63.85万 | 0.00% | 10,319 | 5,765 | 126.6% | $35.67万 | 加仓 |
| IBMP | ISHARES TR | $63.88万 | 0.00% | 25,128 | -6,941 | -21.6% | -$17.64万 | 减仓 |
| WLFC | WILLIS LEASE FIN CORP | $63.90万 | 0.00% | 2,793 | -256 | -8.4% | -$5.86万 | 减仓 |
| CXM | SPRINKLR INC | $63.95万 | 0.00% | 123,926 | -262,323 | -67.9% | -$135.36万 | 减仓 |
| COFS | CHOICEONE FINANCIA | $64.04万 | 0.00% | 18,834 | 4,002 | 27.0% | $13.61万 | 加仓 |
| IE | IVANHOE ELECTRIC INC | $64.22万 | 0.00% | 66,823 | 9,783 | 17.2% | $9.40万 | 加仓 |
| DEA | EASTERLY GOVT PPTYS INC | $64.34万 | 0.00% | 25,807 | 4,258 | 19.8% | $10.62万 | 加仓 |
| LTC | LTC PPTYS INC | $64.35万 | 0.00% | 16,736 | -614 | -3.5% | -$2.36万 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $64.36万 | 0.00% | 8,299 | 380 | 4.8% | $2.95万 | 加仓 |
| DXYZ | DESTINY TECH100 INC | $64.67万 | 0.00% | 25,104 | 7,947 | 46.3% | $20.47万 | 加仓 |
| HYBL | SSGA ACTIVE TR | $64.70万 | 0.00% | 23,150 | -4,865 | -17.4% | -$13.60万 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $64.73万 | 0.00% | 42,194 | 8,673 | 25.9% | $13.30万 | 加仓 |
| SMBS | SCHWAB STRATEGIC TR | $64.78万 | 0.00% | 25,482 | -4,347 | -14.6% | -$11.05万 | 减仓 |
| WWW | WOLVERINE WORLD WIDE INC | $64.92万 | 0.00% | 39,272 | -9,800 | -20.0% | -$16.20万 | 减仓 |
| NVCR | NOVOCURE LTD | $64.96万 | 0.00% | 42,880 | 22,137 | 106.7% | $33.54万 | 加仓 |
| KBR | KBR INC | $65.02万 | 0.00% | 18,830 | 9,518 | 102.2% | $32.87万 | 加仓 |
| — | TIDAL TRUST I | $65.23万 | 0.00% | 36,218 | 36,218 | — | $65.23万 | 新建仓 |
| VTS | VITESSE ENERGY INC | $65.31万 | 0.00% | 41,417 | -5,325 | -11.4% | -$8.40万 | 减仓 |
| CNM | CORE & MAIN INC | $65.32万 | 0.00% | 13,537 | -8,885 | -39.6% | -$42.87万 | 减仓 |
| MATV | MATIV HOLDINGS INC | $65.39万 | 0.00% | 86,384 | 47,714 | 123.4% | $36.12万 | 加仓 |
| — | ISHARES TR | $65.39万 | 0.00% | 25,065 | 6 | 0.0% | $157 | 加仓 |
| IQDG | WISDOMTREE TR | $65.54万 | 0.00% | 15,213 | -765 | -4.8% | -$3.30万 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $65.61万 | 0.00% | 19,118 | 2,294 | 13.6% | $7.87万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $65.69万 | 0.00% | 4,552 | 48 | 1.1% | $6,927 | 加仓 |
| CBL | CBL & ASSOC PPTYS INC | $65.71万 | 0.00% | 12,376 | 990 | 8.7% | $5.26万 | 加仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $65.82万 | 0.00% | 100,794 | -55,076 | -35.3% | -$35.96万 | 减仓 |
| NGVT | INGEVITY CORP | $65.83万 | 0.00% | 8,816 | 2,656 | 43.1% | $19.83万 | 加仓 |
| PSFE | PAYSAFE LIMITED | $65.85万 | 0.00% | 88,159 | -41,752 | -32.1% | -$31.19万 | 减仓 |
| LIT | GLOBAL X FDS | $66.05万 | 0.00% | 8,437 | 562 | 7.1% | $4.40万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $66.05万 | 0.00% | 29,421 | -7,142 | -19.5% | -$16.03万 | 减仓 |
| SDOG | ALPS ETF TR | $66.28万 | 0.00% | 9,716 | 853 | 9.6% | $5.82万 | 加仓 |
| BCAX | BICARA THERAPEUTICS INC | $66.29万 | 0.00% | 22,327 | 511 | 2.3% | $1.52万 | 加仓 |
| ALT | ALTIMMUNE INC | $66.36万 | 0.00% | 218,281 | 179,052 | 456.4% | $54.43万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $66.36万 | 0.00% | 2,503 | 1,426 | 132.4% | $37.81万 | 加仓 |
| OPFI | OPPFI INC | $66.61万 | 0.00% | 67,083 | 67,083 | — | $66.61万 | 新建仓 |
| VCEL | VERICEL CORP | $66.63万 | 0.00% | 14,977 | 7,199 | 92.6% | $32.03万 | 加仓 |
| AKR | ACADIA RLTY TR | $66.83万 | 0.00% | 31,960 | 9,192 | 40.4% | $19.22万 | 加仓 |
| IBMR | ISHARES TR | $66.99万 | 0.00% | 26,384 | -6,243 | -19.1% | -$15.85万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $67.01万 | 0.00% | 39,508 | 7,765 | 24.5% | $13.17万 | 加仓 |
| CADL | CANDEL THERAPEUTICS INC | $67.04万 | 0.00% | 65,088 | 33,690 | 107.3% | $34.70万 | 加仓 |
| — | UNITED STS COMMODITY INDEX F | $67.06万 | 0.00% | 7,239 | -987 | -12.0% | -$9.14万 | 减仓 |
| APEI | AMERICAN PUB ED INC | $67.12万 | 0.00% | 12,500 | 1,416 | 12.8% | $7.60万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $67.24万 | 0.00% | 12,331 | 0 | 0.0% | — | 不变 |
| PWRD | TCW ETF TRUST | $67.25万 | 0.00% | 5,469 | 5,469 | — | $67.25万 | 新建仓 |
| SHLD | GLOBAL X FDS | $67.39万 | 0.00% | 11,286 | 2,908 | 34.7% | $17.36万 | 加仓 |
| INVX | INNOVEX INTERNATIONAL INC | $67.43万 | 0.00% | 27,188 | 3,598 | 15.3% | $8.92万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $67.53万 | 0.00% | 46,444 | 1,457 | 3.2% | $2.12万 | 加仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $67.70万 | 0.00% | 11,080 | 6,541 | 144.1% | $39.97万 | 加仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $67.84万 | 0.00% | 22,185 | 22,185 | — | $67.84万 | 新建仓 |
| CTRI | CENTURI HOLDINGS INC | $67.92万 | 0.00% | 22,461 | 5,546 | 32.8% | $16.77万 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $67.94万 | 0.00% | 44,232 | 9,024 | 25.6% | $13.86万 | 加仓 |
| QGRW | WISDOMTREE TR | $67.98万 | 0.00% | 10,295 | 52 | 0.5% | $3,434 | 加仓 |
| ENOV | ENOVIS CORPORATION | $68.01万 | 0.00% | 32,855 | -31,097 | -48.6% | -$64.37万 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $68.10万 | 0.00% | 11,374 | -8,280 | -42.1% | -$49.57万 | 减仓 |
| OTTR | OTTER TAIL CORP | $68.35万 | 0.00% | 7,596 | 575 | 8.2% | $5.17万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $68.36万 | 0.00% | 6,167 | -85 | -1.4% | -$9,423 | 减仓 |
| SPUS | TIDAL TRUST I | $68.58万 | 0.00% | 11,926 | 4,739 | 65.9% | $27.25万 | 加仓 |
| EZM | WISDOMTREE TR | $68.58万 | 0.00% | 9,050 | 872 | 10.7% | $6.61万 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $68.83万 | 0.00% | 8,664 | -146 | -1.7% | -$1.16万 | 减仓 |
| ARHS | ARHAUS INC | $68.86万 | 0.00% | 81,786 | 13,880 | 20.4% | $11.69万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $68.92万 | 0.00% | 7,070 | 2,299 | 48.2% | $22.41万 | 加仓 |
| VVX | V2X INC | $69.17万 | 0.00% | 9,277 | 4,128 | 80.2% | $30.78万 | 加仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $69.27万 | 0.00% | 6,557 | -413 | -5.9% | -$4.36万 | 减仓 |
| HDB | HDFC BANK LTD | $69.30万 | 0.00% | 26,830 | -41,179 | -60.5% | -$106.37万 | 减仓 |