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 |
|---|---|---|---|---|---|---|---|---|
| ZYME | ZYMEWORKS INC | $81.11万 | 0.00% | 32,394 | 4,101 | 14.5% | $10.27万 | 加仓 |
| HRI | HERC HLDGS INC | $81.18万 | 0.00% | 8,154 | -7,506 | -47.9% | -$74.73万 | 减仓 |
| EC | ECOPETROL S A | $81.21万 | 0.00% | 54,175 | 471 | 0.9% | $7,060 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $81.26万 | 0.00% | 14,184 | 1,040 | 7.9% | $5.96万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $81.29万 | 0.00% | 17,992 | 5,235 | 41.0% | $23.65万 | 加仓 |
| BSVO | EA SERIES TRUST | $81.47万 | 0.00% | 32,115 | -328 | -1.0% | -$8,321 | 减仓 |
| IBMP | ISHARES TR | $81.58万 | 0.00% | 32,069 | 12,424 | 63.2% | $31.61万 | 加仓 |
| ADEA | ADEIA INC | $81.60万 | 0.00% | 33,958 | 14,418 | 73.8% | $34.65万 | 加仓 |
| IMTM | ISHARES TR | $81.74万 | 0.00% | 17,022 | 1,216 | 7.7% | $5.84万 | 加仓 |
| BILL | BILL HOLDINGS INC | $81.86万 | 0.00% | 21,373 | 14,366 | 205.0% | $55.02万 | 加仓 |
| TY | TRI CONTL CORP | $81.97万 | 0.00% | 25,948 | 153 | 0.6% | $4,833 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $82.00万 | 0.00% | 18,981 | 8,565 | 82.2% | $37.00万 | 加仓 |
| APPN | APPIAN CORP | $82.15万 | 0.00% | 34,072 | 14,747 | 76.3% | $35.56万 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $82.36万 | 0.00% | 5,894 | 2,184 | 58.9% | $30.52万 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $82.53万 | 0.00% | 61,680 | -5,170 | -7.7% | -$6.92万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $82.56万 | 0.00% | 37,716 | 26,025 | 222.6% | $56.97万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $82.70万 | 0.00% | 18,240 | 5,278 | 40.7% | $23.93万 | 加仓 |
| IBMR | ISHARES TR | $82.71万 | 0.00% | 32,627 | 12,884 | 65.3% | $32.66万 | 加仓 |
| MLPX | GLOBAL X FDS | $82.82万 | 0.00% | 11,200 | -1,140 | -9.2% | -$8.43万 | 减仓 |
| TREE | LENDINGTREE INC | $83.12万 | 0.00% | 19,385 | 12,207 | 170.1% | $52.34万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $83.24万 | 0.00% | 5,400 | 61 | 1.1% | $9,403 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC | $83.26万 | 0.00% | 58,513 | 39,424 | 206.5% | $56.10万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $83.30万 | 0.00% | 13,698 | 802 | 6.2% | $4.88万 | 加仓 |
| QFIN | QFIN HOLDINGS INC | $83.68万 | 0.00% | 64,816 | -55,064 | -45.9% | -$71.09万 | 减仓 |
| — | VANGUARD NY TAX FREE FDS | $83.70万 | 0.00% | 8,170 | 8,170 | — | $83.70万 | 新建仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $83.74万 | 0.00% | 16,419 | 191 | 1.2% | $9,741 | 加仓 |
| HEFA | ISHARES TR | $83.77万 | 0.00% | 19,712 | -1,916 | -8.9% | -$8.14万 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $83.85万 | 0.00% | 6,958 | 824 | 13.4% | $9.93万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $83.92万 | 0.00% | 4,179 | 424 | 11.3% | $8.51万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $83.96万 | 0.00% | 9,539 | 13 | 0.1% | $1,144 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $84.01万 | 0.00% | 32,436 | 4,124 | 14.6% | $10.68万 | 加仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $84.04万 | 0.00% | 48,273 | 5,447 | 12.7% | $9.48万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $84.05万 | 0.00% | 11,404 | 2,248 | 24.6% | $16.57万 | 加仓 |
| GRNY | TIDAL TRUST I | $84.10万 | 0.00% | 35,234 | 952 | 2.8% | $2.27万 | 加仓 |
| LGIH | LGI HOMES INC | $84.11万 | 0.00% | 21,278 | 2,375 | 12.6% | $9.39万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $84.23万 | 0.00% | 18,325 | 18,325 | — | $84.23万 | 新建仓 |
| — | WISDOMTREE TR | $84.23万 | 0.00% | 26,998 | 99 | 0.4% | $3,089 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $84.41万 | 0.00% | 13,344 | -2,135 | -13.8% | -$13.51万 | 减仓 |
| MCHI | ISHARES TR | $84.53万 | 0.00% | 15,047 | 898 | 6.3% | $5.04万 | 加仓 |
| CMP | COMPASS MINERALS INTL INC | $84.57万 | 0.00% | 36,220 | 6,669 | 22.6% | $15.57万 | 加仓 |
| FXI | ISHARES TR | $84.65万 | 0.00% | 23,579 | -333 | -1.4% | -$1.20万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $84.67万 | 0.00% | 28,224 | 17,924 | 174.0% | $53.77万 | 加仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $84.80万 | 0.00% | 54,994 | -13,787 | -20.0% | -$21.26万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $84.83万 | 0.00% | 80,556 | -12,017 | -13.0% | -$12.65万 | 减仓 |
| — | ISHARES TR | $84.85万 | 0.00% | 32,493 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC | $84.88万 | 0.00% | 46,742 | 22,896 | 96.0% | $41.58万 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $84.91万 | 0.00% | 144,893 | 2,712 | 1.9% | $1.59万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $84.96万 | 0.00% | 24,575 | -5,240 | -17.6% | -$18.11万 | 减仓 |
| VVR | INVESCO SR INCOME TR | $85.06万 | 0.00% | 264,157 | -6,748 | -2.5% | -$2.17万 | 减仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $85.22万 | 0.00% | 59,974 | 20,084 | 50.3% | $28.54万 | 加仓 |
| ETSY | ETSY INC | $85.44万 | 0.00% | 17,094 | -13,859 | -44.8% | -$69.27万 | 减仓 |
| IBCP | INDEPENDENT BK CORP MICH | $85.69万 | 0.00% | 25,733 | -1,261 | -4.7% | -$4.20万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $85.72万 | 0.00% | 11,724 | 171 | 1.5% | $1.25万 | 加仓 |
| MGNI | MAGNITE INC | $85.75万 | 0.00% | 72,178 | 41,443 | 134.8% | $49.23万 | 加仓 |
| OUST | OUSTER INC | $86.08万 | 0.00% | 46,861 | 9 | 0.0% | $165 | 加仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $86.51万 | 0.00% | 151,766 | 52,259 | 52.5% | $29.79万 | 加仓 |
| ASAN | ASANA INC | $86.66万 | 0.00% | 135,407 | 106,594 | 370.0% | $68.22万 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $86.79万 | 0.00% | 49,995 | 23,089 | 85.8% | $40.08万 | 加仓 |
| IBTI | ISHARES TR | $87.00万 | 0.00% | 39,042 | 14,039 | 56.1% | $31.28万 | 加仓 |
| BCAL | CALIFORNIA BANCORP | $87.09万 | 0.00% | 49,148 | 8,268 | 20.2% | $14.65万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $87.12万 | 0.00% | 16,370 | 4,281 | 35.4% | $22.78万 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $87.34万 | 0.00% | 49,625 | 8,962 | 22.0% | $15.77万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $87.36万 | 0.00% | 17,367 | 4,774 | 37.9% | $24.01万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $87.47万 | 0.00% | 32,431 | 0 | 0.0% | — | 不变 |
| — | UDEMY INC | $87.49万 | 0.00% | 189,365 | 122,933 | 185.1% | $56.80万 | 加仓 |
| — | SEABRIDGE GOLD INC | $87.74万 | 0.00% | 30,959 | 677 | 2.2% | $1.92万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $88.15万 | 0.00% | 5,078 | 720 | 16.5% | $12.50万 | 加仓 |
| EVER | EVERQUOTE INC | $88.32万 | 0.00% | 57,274 | 26,821 | 88.1% | $41.36万 | 加仓 |
| CNXC | CONCENTRIX CORP | $88.33万 | 0.00% | 32,284 | 22,632 | 234.5% | $61.92万 | 加仓 |
| AXIAY | CENTRAIS ELET BRAS SA | $88.35万 | 0.00% | 78,321 | 12,029 | 18.1% | $13.57万 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $88.39万 | 0.00% | 27,797 | 14,341 | 106.6% | $45.60万 | 加仓 |
| CBAN | COLONY BANKCORP INC | $88.45万 | 0.00% | 44,292 | 32,713 | 282.5% | $65.33万 | 加仓 |
| PSFE | PAYSAFE LIMITED | $88.47万 | 0.00% | 129,911 | 111,015 | 587.5% | $75.60万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $88.49万 | 0.00% | 20,258 | -10,155 | -33.4% | -$44.36万 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $88.59万 | 0.00% | 21,042 | 4,989 | 31.1% | $21.00万 | 加仓 |
| — | AMERICAN WOODMARK CORP | $88.83万 | 0.00% | 22,303 | 5,085 | 29.5% | $20.25万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $88.89万 | 0.00% | 28,066 | 28,066 | — | $88.89万 | 新建仓 |
| LIF | LIFE360 INC | $88.90万 | 0.00% | 21,779 | 18,460 | 556.2% | $75.35万 | 加仓 |
| XOP | SPDR SERIES TRUST | $88.99万 | 0.00% | 4,894 | 1,395 | 39.9% | $25.37万 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $89.01万 | 0.00% | 364,809 | 91,425 | 33.4% | $22.31万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $89.44万 | 0.00% | 3,504 | 1,051 | 42.8% | $26.83万 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $89.50万 | 0.00% | 24,657 | 24,657 | — | $89.50万 | 新建仓 |
| DFH | DREAM FINDERS HOMES INC | $89.55万 | 0.00% | 64,335 | 55,307 | 612.6% | $76.99万 | 重新持有 |
| MTN | VAIL RESORTS INC | $89.71万 | 0.00% | 6,991 | 103 | 1.5% | $1.32万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $89.87万 | 0.00% | 19,945 | 5,007 | 33.5% | $22.56万 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $90.06万 | 0.00% | 100,511 | 20,815 | 26.1% | $18.65万 | 加仓 |
| — | SIGA TECHNOLOGIES INC | $90.18万 | 0.00% | 168,555 | 96,274 | 133.2% | $51.51万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $90.22万 | 0.00% | 13,244 | -1,170 | -8.1% | -$7.97万 | 减仓 |
| — | PROSHARES TR | $90.35万 | 0.00% | 20,047 | 765 | 4.0% | $3.45万 | 加仓 |
| EZU | ISHARES INC | $90.41万 | 0.00% | 14,433 | -78 | -0.5% | -$4,886 | 减仓 |
| ALMS | ALUMIS INC | $90.51万 | 0.00% | 41,083 | 2,973 | 7.8% | $6.55万 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $91.06万 | 0.00% | 73,261 | 20,550 | 39.0% | $25.54万 | 加仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $91.23万 | 0.00% | 39,154 | 39,154 | — | $91.23万 | 新建仓 |
| — | GREAT LAKES DREDGE & DOCK CO | $91.43万 | 0.00% | 53,784 | 1,916 | 3.7% | $3.26万 | 加仓 |
| REMX | VANECK ETF TRUST | $91.59万 | 0.00% | 10,408 | 5,975 | 134.8% | $52.58万 | 加仓 |
| TRC | TEJON RANCH CO | $91.61万 | 0.00% | 48,624 | -9,045 | -15.7% | -$17.04万 | 减仓 |
| SOBO | SOUTH BOW CORP | $91.65万 | 0.00% | 27,507 | 175 | 0.6% | $5,831 | 加仓 |
| STPZ | PIMCO ETF TR | $91.66万 | 0.00% | 16,941 | -45 | -0.3% | -$2,435 | 减仓 |
| TYRA | TYRA BIOSCIENCES INC | $91.72万 | 0.00% | 23,948 | 4,345 | 22.2% | $16.64万 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $91.86万 | 0.00% | 42,823 | 12,940 | 43.3% | $27.76万 | 加仓 |