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 |
|---|---|---|---|---|---|---|---|---|
| LNC | LINCOLN NATL CORP IND | $72.43万 | 0.00% | 20,403 | 390 | 1.9% | $1.38万 | 加仓 |
| — | TASEKO MINES LTD | $72.47万 | 0.00% | 112,349 | 3,730 | 3.4% | $2.41万 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $72.52万 | 0.00% | 85,112 | -6,703 | -7.3% | -$5.71万 | 减仓 |
| MLRG | ISHARES TR | $72.59万 | 0.00% | 8,078 | -35 | -0.4% | -$3,145 | 减仓 |
| — | NUSHARES ETF TR | $72.62万 | 0.00% | 34,289 | 34,289 | — | $72.62万 | 新建仓 |
| HLF | HERBALIFE LTD | $72.78万 | 0.00% | 49,446 | 9,575 | 24.0% | $14.09万 | 加仓 |
| — | ISHARES TR | $72.86万 | 0.00% | 27,420 | 0 | 0.0% | — | 不变 |
| — | TRUBRIDGE INC | $72.89万 | 0.00% | 49,789 | 49,789 | — | $72.89万 | 新建仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $72.95万 | 0.00% | 39,692 | 355 | 0.9% | $6,525 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $72.98万 | 0.00% | 48,814 | -40,641 | -45.4% | -$60.76万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $73.03万 | 0.00% | 18,326 | 10,974 | 149.3% | $43.73万 | 加仓 |
| BFS | SAUL CTRS INC | $73.08万 | 0.00% | 22,431 | 4,401 | 24.4% | $14.34万 | 加仓 |
| LEN/B | LENNAR CORP | $73.12万 | 0.00% | 8,693 | 176 | 2.1% | $1.48万 | 加仓 |
| DBD | DIEBOLD NIXDORF INC | $73.20万 | 0.00% | 9,703 | 3,703 | 61.7% | $27.94万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $73.20万 | 0.00% | 15,705 | 15,705 | — | $73.20万 | 新建仓 |
| NN | NEXTNAV INC | $73.33万 | 0.00% | 45,773 | 12,442 | 37.3% | $19.93万 | 加仓 |
| LAND | GLADSTONE LD CORP | $73.38万 | 0.00% | 71,941 | 14,703 | 25.7% | $15.00万 | 加仓 |
| CASK | MGP INGREDIENTS INC NEW | $73.40万 | 0.00% | 39,913 | -23,029 | -36.6% | -$42.35万 | 减仓 |
| XPEV | XPENG INC | $73.60万 | 0.00% | 43,016 | 4,065 | 10.4% | $6.96万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $73.73万 | 0.00% | 10,985 | -2,621 | -19.3% | -$17.59万 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $73.84万 | 0.00% | 63,436 | -2,931 | -4.4% | -$3.41万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $73.85万 | 0.00% | 4,515 | 1,585 | 54.1% | $25.93万 | 加仓 |
| GCOW | PACER FDS TR | $73.89万 | 0.00% | 15,980 | 9,632 | 151.7% | $44.54万 | 加仓 |
| DNL | WISDOMTREE TR | $73.98万 | 0.00% | 18,326 | 6,193 | 51.0% | $25.00万 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $74.05万 | 0.00% | 37,608 | -2,198 | -5.5% | -$4.33万 | 减仓 |
| AGGY | WISDOMTREE TR | $74.37万 | 0.00% | 17,116 | 16 | 0.1% | $695 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $74.49万 | 0.00% | 10,685 | 0 | 0.0% | — | 不变 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $74.52万 | 0.00% | 31,902 | 7,191 | 29.1% | $16.80万 | 加仓 |
| TNC | TENNANT CO | $74.74万 | 0.00% | 11,256 | -9,224 | -45.0% | -$61.25万 | 减仓 |
| ICFI | ICF INTL INC | $74.86万 | 0.00% | 11,465 | -5,536 | -32.6% | -$36.14万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $75.01万 | 0.00% | 11,772 | -2,001 | -14.5% | -$12.75万 | 减仓 |
| CHAT | TIDAL TRUST II | $75.03万 | 0.00% | 12,131 | 740 | 6.5% | $4.58万 | 加仓 |
| UFCS | UNITED FIRE GROUP INC | $75.08万 | 0.00% | 20,259 | 5,723 | 39.4% | $21.21万 | 加仓 |
| NULG | NUSHARES ETF TR | $75.11万 | 0.00% | 8,259 | 897 | 12.2% | $8.16万 | 加仓 |
| USPH | U S PHYSICAL THERAPY | $75.14万 | 0.00% | 10,024 | 807 | 8.8% | $6.05万 | 加仓 |
| WD | WALKER & DUNLOP INC | $75.41万 | 0.00% | 16,992 | 8,031 | 89.6% | $35.64万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $75.54万 | 0.00% | 9,937 | 6,062 | 156.4% | $46.08万 | 加仓 |
| NPKI | NPK INTERNATIONAL INC | $75.58万 | 0.00% | 52,158 | 5,675 | 12.2% | $8.22万 | 加仓 |
| UTZ | UTZ BRANDS INC | $75.61万 | 0.00% | 95,468 | 23,887 | 33.4% | $18.92万 | 加仓 |
| INOD | INNODATA INC | $75.61万 | 0.00% | 19,579 | 5,252 | 36.7% | $20.28万 | 加仓 |
| IYK | ISHARES TR | $75.70万 | 0.00% | 10,810 | 66 | 0.6% | $4,622 | 加仓 |
| — | MORGAN STANLEY ETF TRUST | $75.71万 | 0.00% | 11,826 | 207 | 1.8% | $1.33万 | 加仓 |
| PGNY | PROGYNY INC | $75.98万 | 0.00% | 44,747 | 10,187 | 29.5% | $17.30万 | 加仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $76.02万 | 0.00% | 183,188 | 36,217 | 24.6% | $15.03万 | 加仓 |
| HZO | MARINEMAX INC | $76.07万 | 0.00% | 28,110 | 28,110 | — | $76.07万 | 新建仓 |
| DCOM | DIME CMNTY BANCSHARES INC | $76.20万 | 0.00% | 22,531 | -677 | -2.9% | -$2.29万 | 减仓 |
| SMBS | SCHWAB STRATEGIC TR | $76.21万 | 0.00% | 29,829 | 18,773 | 169.8% | $47.97万 | 加仓 |
| PRGO | PERRIGO CO PLC | $76.31万 | 0.00% | 71,054 | -47,115 | -39.9% | -$50.60万 | 减仓 |
| GTN | GRAY MEDIA INC | $76.32万 | 0.00% | 175,851 | 30,078 | 20.6% | $13.05万 | 加仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $76.48万 | 0.00% | 27,305 | 5,155 | 23.3% | $14.44万 | 加仓 |
| CCBG | CAPITAL CITY BANK | $76.54万 | 0.00% | 17,611 | -8,247 | -31.9% | -$35.84万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $76.54万 | 0.00% | 5,278 | 1,924 | 57.4% | $27.90万 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $76.63万 | 0.00% | 5,591 | 3,312 | 145.3% | $45.39万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $76.80万 | 0.00% | 4,154 | -287 | -6.5% | -$5.31万 | 减仓 |
| CALY | CALLAWAY GOLF CO | $77.00万 | 0.00% | 55,472 | 7,075 | 14.6% | $9.82万 | 加仓 |
| VPG | VISHAY PRECISION GROUP INC | $77.16万 | 0.00% | 17,770 | 4,759 | 36.6% | $20.66万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $77.18万 | 0.00% | 85,560 | -27,051 | -24.0% | -$24.40万 | 减仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $77.26万 | 0.00% | 48,621 | 153 | 0.3% | $2,431 | 加仓 |
| IEO | ISHARES TR | $77.28万 | 0.00% | 6,187 | 25 | 0.4% | $3,123 | 加仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $77.31万 | 0.00% | 133,285 | 16,747 | 14.4% | $9.71万 | 加仓 |
| PWP | PERELLA WEINBERG PARTNERS | $77.33万 | 0.00% | 42,580 | 663 | 1.6% | $1.20万 | 加仓 |
| CATY | CATHAY GEN BANCORP | $77.33万 | 0.00% | 15,510 | 248 | 1.6% | $1.24万 | 加仓 |
| GME | GAMESTOP CORP | $77.49万 | 0.00% | 33,635 | 17,787 | 112.2% | $40.98万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $77.57万 | 0.00% | 63,690 | -2,340 | -3.5% | -$2.85万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $77.79万 | 0.00% | 16,864 | 5,472 | 48.0% | $25.24万 | 加仓 |
| — | PUTNAM ETF TRUST | $77.80万 | 0.00% | 106,864 | 81,795 | 326.3% | $59.55万 | 加仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $77.98万 | 0.00% | 70,193 | -10,573 | -13.1% | -$11.75万 | 减仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $77.99万 | 0.00% | 217,851 | 50,812 | 30.4% | $18.19万 | 加仓 |
| HYBL | SSGA ACTIVE TR | $77.99万 | 0.00% | 28,015 | -1,054 | -3.6% | -$2.93万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $78.11万 | 0.00% | 15,486 | 15,486 | — | $78.11万 | 新建仓 |
| CRAI | CRA INTL INC | $78.33万 | 0.00% | 4,839 | 557 | 13.0% | $9.02万 | 加仓 |
| — | UNITED STS COMMODITY INDEX F | $78.41万 | 0.00% | 8,226 | 1,102 | 15.5% | $10.50万 | 加仓 |
| VOTE | TCW ETF TRUST | $78.50万 | 0.00% | 10,289 | -6,531 | -38.8% | -$49.83万 | 减仓 |
| HROW | HARROW INC | $78.53万 | 0.00% | 22,273 | -2,535 | -10.2% | -$8.94万 | 减仓 |
| IBMQ | ISHARES TR | $78.67万 | 0.00% | 30,814 | 13,179 | 74.7% | $33.65万 | 加仓 |
| ARKF | ARK ETF TR | $78.74万 | 0.00% | 20,716 | 1,281 | 6.6% | $4.87万 | 加仓 |
| CDC | VICTORY PORTFOLIOS II | $78.82万 | 0.00% | 11,035 | 1,732 | 18.6% | $12.37万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $78.83万 | 0.00% | 23,923 | 10,164 | 73.9% | $33.49万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $79.00万 | 0.00% | 30,373 | 8,540 | 39.1% | $22.21万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $79.04万 | 0.00% | 16,497 | -13,412 | -44.8% | -$64.26万 | 减仓 |
| EVH | EVOLENT HEALTH INC | $79.20万 | 0.00% | 347,372 | 181,158 | 109.0% | $41.30万 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $79.25万 | 0.00% | 51,797 | 23,119 | 80.6% | $35.37万 | 加仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $79.27万 | 0.00% | 21,970 | 4,640 | 26.8% | $16.74万 | 加仓 |
| USO | UNITED STS OIL FD LP | $79.38万 | 0.00% | 6,238 | -3,166 | -33.7% | -$40.29万 | 减仓 |
| IBDV | ISHARES TR | $79.40万 | 0.00% | 36,272 | 11,606 | 47.1% | $25.41万 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $79.69万 | 0.00% | 220,151 | -102,159 | -31.7% | -$36.98万 | 减仓 |
| GAL | SSGA ACTIVE ETF TR | $79.72万 | 0.00% | 16,104 | 14 | 0.1% | $693 | 加仓 |
| PHR | PHREESIA INC | $79.80万 | 0.00% | 95,227 | 85,959 | 927.5% | $72.03万 | 重新持有 |
| RGEN | REPLIGEN CORP | $79.94万 | 0.00% | 6,785 | 1,101 | 19.4% | $12.97万 | 加仓 |
| MGEE | MGE ENERGY INC | $80.08万 | 0.00% | 10,361 | 2,020 | 24.2% | $15.61万 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC | $80.09万 | 0.00% | 49,072 | 18,858 | 62.4% | $30.78万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $80.37万 | 0.00% | 6,382 | -475 | -6.9% | -$5.98万 | 减仓 |
| PTLO | PORTILLOS INC | $80.40万 | 0.00% | 151,981 | 50,496 | 49.8% | $26.71万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $80.51万 | 0.00% | 36,563 | 13,140 | 56.1% | $28.93万 | 加仓 |
| HTB | HOMETRUST BANCSHARES INC | $80.69万 | 0.00% | 18,920 | 222 | 1.2% | $9,468 | 加仓 |
| NVEC | NVE CORP | $80.76万 | 0.00% | 12,330 | 3,608 | 41.4% | $23.63万 | 加仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $80.90万 | 0.00% | 285,869 | 61,504 | 27.4% | $17.41万 | 加仓 |
| FRPT | FRESHPET INC | $80.92万 | 0.00% | 13,724 | 303 | 2.3% | $1.79万 | 加仓 |
| SFL | SFL CORPORATION LTD | $80.98万 | 0.00% | 75,052 | -1,995 | -2.6% | -$2.15万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $81.01万 | 0.00% | 25,118 | 25,118 | — | $81.01万 | 新建仓 |