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 |
|---|---|---|---|---|---|---|---|---|
| TFI | SPDR SERIES TRUST | $69.43万 | 0.00% | 15,160 | -7,384 | -32.8% | -$33.82万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $69.60万 | 0.00% | 14,997 | -599 | -3.8% | -$2.78万 | 减仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $69.63万 | 0.00% | 23,382 | 2,503 | 12.0% | $7.45万 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $69.64万 | 0.00% | 21,803 | -2,145 | -9.0% | -$6.85万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $69.69万 | 0.00% | 22,769 | 2,389 | 11.7% | $7.31万 | 加仓 |
| PRAA | PRA GROUP INC | $69.71万 | 0.00% | 36,710 | 18,823 | 105.2% | $35.74万 | 加仓 |
| KOMP | SPDR SERIES TRUST | $69.78万 | 0.00% | 9,760 | 77 | 0.8% | $5,505 | 加仓 |
| APPN | APPIAN CORP | $69.82万 | 0.00% | 30,488 | -3,584 | -10.5% | -$8.21万 | 减仓 |
| ICLR | ICON PUB LTD CO | $69.88万 | 0.00% | 4,023 | 525 | 15.0% | $9.12万 | 加仓 |
| GPRE | GREEN PLAINS INC | $69.89万 | 0.00% | 45,441 | 7,806 | 20.7% | $12.01万 | 加仓 |
| VYX | NCR VOYIX CORPORATION | $69.94万 | 0.00% | 85,606 | 36,183 | 73.2% | $29.56万 | 加仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $70.12万 | 0.00% | 4,704 | 320 | 7.3% | $4.77万 | 加仓 |
| BFS | SAUL CTRS INC | $70.27万 | 0.00% | 18,794 | -3,637 | -16.2% | -$13.60万 | 减仓 |
| BOH | BANK HAWAII CORP | $70.33万 | 0.00% | 8,631 | 485 | 6.0% | $3.95万 | 加仓 |
| EDV | VANGUARD WORLD FD | $70.38万 | 0.00% | 10,814 | -5,817 | -35.0% | -$37.86万 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $70.42万 | 0.00% | 47,322 | -614 | -1.3% | -$9,136 | 减仓 |
| GAL | SSGA ACTIVE ETF TR | $70.42万 | 0.00% | 13,327 | -2,777 | -17.2% | -$14.67万 | 减仓 |
| ORN | ORION GROUP HLDGS INC | $70.46万 | 0.00% | 41,888 | 3,307 | 8.6% | $5.56万 | 加仓 |
| GCMG | GCM GROSVENOR INC | $70.49万 | 0.00% | 57,309 | -2,007 | -3.4% | -$2.47万 | 减仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $70.61万 | 0.00% | 112,971 | 33,440 | 42.0% | $20.90万 | 加仓 |
| NTST | NETSTREIT CORP | $70.70万 | 0.00% | 33,460 | 3,482 | 11.6% | $7.36万 | 加仓 |
| GCOW | PACER FDS TR | $71.10万 | 0.00% | 16,420 | 440 | 2.8% | $1.91万 | 加仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $71.13万 | 0.00% | 38,909 | -9,712 | -20.0% | -$17.75万 | 减仓 |
| ONON | ON HLDG AG | $71.25万 | 0.00% | 20,115 | -1,150 | -5.4% | -$4.07万 | 减仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $71.34万 | 0.00% | 13,386 | 4,961 | 58.9% | $26.44万 | 加仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $71.39万 | 0.00% | 40,265 | 29,430 | 271.6% | $52.18万 | 加仓 |
| GSAT | GLOBALSTAR INC | $71.42万 | 0.00% | 8,786 | 2,263 | 34.7% | $18.40万 | 加仓 |
| VERX | VERTEX INC | $71.44万 | 0.00% | 62,232 | 30,377 | 95.4% | $34.87万 | 加仓 |
| OLP | ONE LIBERTY PPTYS INC | $71.46万 | 0.00% | 29,263 | 956 | 3.4% | $2.33万 | 加仓 |
| RYN | RAYONIER INC | $71.54万 | 0.00% | 33,617 | -16,042 | -32.3% | -$34.14万 | 减仓 |
| NBN | NORTHEAST BK PORTLAND ME | $71.55万 | 0.00% | 5,399 | 2,326 | 75.7% | $30.83万 | 加仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $71.86万 | 0.00% | 43,265 | 9,745 | 29.1% | $16.19万 | 加仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $71.92万 | 0.00% | 7,768 | 1,781 | 29.7% | $16.49万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $71.97万 | 0.00% | 14,206 | 3,765 | 36.1% | $19.07万 | 加仓 |
| SKT | TANGER INC | $72.00万 | 0.00% | 18,241 | 1,429 | 8.5% | $5.64万 | 加仓 |
| — | CALAMOS ETF TR | $72.24万 | 0.00% | 27,060 | 0 | 0.0% | — | 不变 |
| DRAM | ROUNDHILL ETF TRUST | $72.32万 | 0.00% | 9,793 | 9,793 | — | $72.32万 | 新建仓 |
| SMLF | ISHARES TR | $72.37万 | 0.00% | 8,119 | -67 | -0.8% | -$5,972 | 减仓 |
| BBNX | BETA BIONICS INC | $72.64万 | 0.00% | 46,353 | 14,365 | 44.9% | $22.51万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $72.65万 | 0.00% | 19,014 | 3,664 | 23.9% | $14.00万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $72.76万 | 0.00% | 28,335 | -2,038 | -6.7% | -$5.23万 | 减仓 |
| STEP | STEPSTONE GROUP INC | $72.86万 | 0.00% | 17,615 | -6,946 | -28.3% | -$28.73万 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $72.86万 | 0.00% | 6,725 | 478 | 7.7% | $5.18万 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $73.00万 | 0.00% | 35,857 | 1,219 | 3.5% | $2.48万 | 加仓 |
| KMPR | KEMPER CORP | $73.13万 | 0.00% | 27,124 | -11,379 | -29.6% | -$30.68万 | 减仓 |
| TIPT | TIPTREE INC | $73.18万 | 0.00% | 40,835 | 18,386 | 81.9% | $32.95万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $73.25万 | 0.00% | 6,689 | 287 | 4.5% | $3.14万 | 加仓 |
| BL | BLACKLINE INC | $73.37万 | 0.00% | 26,137 | -734 | -2.7% | -$2.06万 | 减仓 |
| FRST | PRIMIS FINANCIAL CORP | $73.37万 | 0.00% | 44,822 | 31,828 | 244.9% | $52.10万 | 加仓 |
| VVR | INVESCO SR INCOME TR | $73.67万 | 0.00% | 245,554 | -18,603 | -7.0% | -$5.58万 | 减仓 |
| PFXF | VANECK ETF TRUST | $73.79万 | 0.00% | 41,361 | -61,701 | -59.9% | -$110.07万 | 减仓 |
| AGGY | WISDOMTREE TR | $74.02万 | 0.00% | 17,025 | -91 | -0.5% | -$3,957 | 减仓 |
| — | NUSHARES ETF TR | $74.17万 | 0.00% | 34,601 | 312 | 0.9% | $6,688 | 加仓 |
| MCHI | ISHARES TR | $74.21万 | 0.00% | 14,544 | -503 | -3.3% | -$2.57万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $74.31万 | 0.00% | 29,083 | -8,633 | -22.9% | -$22.06万 | 减仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $74.53万 | 0.00% | 177,030 | -490 | -0.3% | -$2,063 | 减仓 |
| — | ISHARES TR | $74.97万 | 0.00% | 27,420 | 0 | 0.0% | — | 不变 |
| PUBM | PUBMATIC INC | $74.97万 | 0.00% | 57,143 | 8,894 | 18.4% | $11.67万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $75.02万 | 0.00% | 115,946 | -61,645 | -34.7% | -$39.88万 | 减仓 |
| PDM | PIEDMONT REALTY TRUST INC | $75.12万 | 0.00% | 82,104 | 5,833 | 7.6% | $5.34万 | 加仓 |
| ARKX | ARK ETF TR | $75.15万 | 0.00% | 22,024 | 4,075 | 22.7% | $13.90万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $75.20万 | 0.00% | 3,014 | -169 | -5.3% | -$4.22万 | 减仓 |
| ITIC | INVESTORS TITLE CO NC | $75.29万 | 0.00% | 2,751 | 1,048 | 61.5% | $28.68万 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $75.35万 | 0.00% | 12,717 | -4,582 | -26.5% | -$27.15万 | 减仓 |
| VGNT | VERSIGENT PLC | $75.49万 | 0.00% | 17,970 | 17,970 | — | $75.49万 | 新建仓 |
| NPK | NATIONAL PRESTO INDS INC | $75.58万 | 0.00% | 6,047 | 456 | 8.2% | $5.70万 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $75.73万 | 0.00% | 10,593 | -2,751 | -20.6% | -$19.67万 | 减仓 |
| AAEQ | EA SERIES TRUST | $75.84万 | 0.00% | 14,259 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $76.11万 | 0.00% | 7,449 | 2,710 | 57.2% | $27.69万 | 加仓 |
| PDS | PRECISION DRILLING CORP | $76.68万 | 0.00% | 10,002 | -112 | -1.1% | -$8,586 | 减仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $76.71万 | 0.00% | 16,832 | 1,232 | 7.9% | $5.61万 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $76.80万 | 0.00% | 16,513 | -7,750 | -31.9% | -$36.05万 | 减仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $76.88万 | 0.00% | 15,305 | -1,097 | -6.7% | -$5.51万 | 减仓 |
| TGB | TREKOR METALS LTD | $77.11万 | 0.00% | 112,077 | 112,077 | — | $77.11万 | 新建仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $77.17万 | 0.00% | 6,577 | 10 | 0.2% | $1,173 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $77.42万 | 0.00% | 34,857 | 4,912 | 16.4% | $10.91万 | 加仓 |
| ZYME | ZYMEWORKS INC | $77.72万 | 0.00% | 29,731 | -2,663 | -8.2% | -$6.96万 | 减仓 |
| SFL | SFL CORPORATION LTD | $77.82万 | 0.00% | 76,292 | 1,240 | 1.7% | $1.26万 | 加仓 |
| COCO | VITA COCO CO INC | $77.87万 | 0.00% | 11,774 | 3,112 | 35.9% | $20.58万 | 加仓 |
| CRK | COMSTOCK RES INC | $77.93万 | 0.00% | 52,234 | 27,983 | 115.4% | $41.75万 | 加仓 |
| BAND | BANDWIDTH INC | $77.98万 | 0.00% | 12,319 | 2,024 | 19.7% | $12.81万 | 重新持有 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $78.02万 | 0.00% | 83,092 | 11,683 | 16.4% | $10.97万 | 加仓 |
| GME | GAMESTOP CORP | $78.10万 | 0.00% | 35,372 | 1,737 | 5.2% | $3.84万 | 加仓 |
| IYK | ISHARES TR | $78.26万 | 0.00% | 10,770 | -40 | -0.4% | -$2,906 | 减仓 |
| TAC | TRANSALTA CORP | $78.33万 | 0.00% | 56,635 | 7,410 | 15.1% | $10.25万 | 加仓 |
| HPK | HIGHPEAK ENERGY INC | $78.38万 | 0.00% | 112,134 | 34,127 | 43.7% | $23.85万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $78.43万 | 0.00% | 11,516 | -2,182 | -15.9% | -$14.86万 | 减仓 |
| USLM | UNITED STS LIME & MINERALS I | $78.61万 | 0.00% | 7,510 | -2,092 | -21.8% | -$21.90万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $78.68万 | 0.00% | 26,079 | 4,102 | 18.7% | $12.38万 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $78.82万 | 0.00% | 29,215 | 4,914 | 20.2% | $13.26万 | 加仓 |
| IQQQ | PROSHARES TR | $78.83万 | 0.00% | 15,518 | 2,075 | 15.4% | $10.54万 | 加仓 |
| BHB | BAR HBR BANKSHARES | $78.89万 | 0.00% | 20,892 | 2,744 | 15.1% | $10.36万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $79.16万 | 0.00% | 12,674 | 113 | 0.9% | $7,058 | 加仓 |
| EIS | ISHARES INC | $79.35万 | 0.00% | 6,574 | 2,996 | 83.7% | $36.16万 | 加仓 |
| — | RIVERNORTH OPPORTUNITIES FD | $79.45万 | 0.00% | 68,138 | 68,138 | — | $79.45万 | 新建仓 |
| ARKF | ARK ETF TR | $79.46万 | 0.00% | 20,138 | -578 | -2.8% | -$2.28万 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $79.66万 | 0.00% | 12,277 | 1,005 | 8.9% | $6.52万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $79.67万 | 0.00% | 7,747 | 110 | 1.4% | $1.13万 | 加仓 |
| NVAX | NOVAVAX INC | $79.67万 | 0.00% | 84,579 | 17,377 | 25.9% | $16.37万 | 加仓 |
| SUSB | ISHARES TR | $79.69万 | 0.00% | 31,888 | -5,783 | -15.4% | -$14.45万 | 减仓 |