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 |
|---|---|---|---|---|---|---|---|---|
| DGRS | WISDOMTREE TR | $79.78万 | 0.00% | 13,442 | 12 | 0.1% | $712 | 加仓 |
| DBD | DIEBOLD NIXDORF INC | $79.88万 | 0.00% | 9,395 | -308 | -3.2% | -$2.62万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $79.97万 | 0.00% | 47,889 | 24,122 | 101.5% | $40.28万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $80.04万 | 0.00% | 17,495 | 1,624 | 10.2% | $7.43万 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $80.17万 | 0.00% | 21,604 | 8,271 | 62.0% | $30.69万 | 加仓 |
| SMP | STANDARD MTR PRODS INC | $80.22万 | 0.00% | 20,585 | 460 | 2.3% | $1.79万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $80.29万 | 0.00% | 19,767 | -75,959 | -79.4% | -$308.55万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $80.33万 | 0.00% | 68,428 | -28,225 | -29.2% | -$33.14万 | 减仓 |
| FRHC | FREEDOM HOLDING CORP | $80.34万 | 0.00% | 6,158 | -1,443 | -19.0% | -$18.83万 | 减仓 |
| IEO | ISHARES TR | $80.42万 | 0.00% | 7,322 | 1,135 | 18.3% | $12.47万 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $80.53万 | 0.00% | 55,008 | -1,307 | -2.3% | -$1.91万 | 减仓 |
| EGBN | EAGLE BANCORPORATION INC | $80.58万 | 0.00% | 28,382 | 5,516 | 24.1% | $15.66万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $80.65万 | 0.00% | 24,620 | 3,917 | 18.9% | $12.83万 | 加仓 |
| QQQI | NEOS ETF TRUST | $80.68万 | 0.00% | 14,206 | 8,785 | 162.1% | $49.89万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $80.84万 | 0.00% | 11,831 | 695 | 6.2% | $4.75万 | 加仓 |
| RVLV | REVOLVE GROUP INC | $80.87万 | 0.00% | 35,330 | -46,701 | -56.9% | -$106.90万 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $81.01万 | 0.00% | 146,220 | 1,327 | 0.9% | $7,352 | 加仓 |
| — | PUBLIC POL HLDG CO INC | $81.35万 | 0.00% | 109,789 | -113,866 | -50.9% | -$84.37万 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $81.51万 | 0.00% | 32,829 | 13,989 | 74.3% | $34.73万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $81.56万 | 0.00% | 35,185 | 2,281 | 6.9% | $5.29万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $81.63万 | 0.00% | 19,085 | 2,932 | 18.2% | $12.54万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $81.65万 | 0.00% | 12,972 | -1,420 | -9.9% | -$8.94万 | 减仓 |
| HFWA | HERITAGE FINL CORP WASH | $81.69万 | 0.00% | 27,579 | 4,741 | 20.8% | $14.04万 | 加仓 |
| MLR | MILLER INDS INC TENN | $81.74万 | 0.00% | 15,980 | 9,535 | 147.9% | $48.77万 | 加仓 |
| — | GRAVITY CO LTD | $81.76万 | 0.00% | 12,175 | 6,397 | 110.7% | $42.96万 | 加仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $81.92万 | 0.00% | 2,671 | -598 | -18.3% | -$18.34万 | 减仓 |
| HEFA | ISHARES TR | $81.93万 | 0.00% | 17,459 | -2,253 | -11.4% | -$10.57万 | 减仓 |
| CDC | VICTORY PORTFOLIOS II | $82.08万 | 0.00% | 11,037 | 2 | 0.0% | $149 | 加仓 |
| HBCP | HOMEBANCORP INC | $82.10万 | 0.00% | 11,982 | 8,062 | 205.7% | $55.24万 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $82.18万 | 0.00% | 47,204 | -1,610 | -3.3% | -$2.80万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $82.22万 | 0.00% | 16,224 | -195 | -1.2% | -$9,882 | 减仓 |
| — | CREXENDO INC | $82.30万 | 0.00% | 110,177 | -313,907 | -74.0% | -$234.49万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $82.65万 | 0.00% | 7,409 | 125 | 1.7% | $1.39万 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $82.71万 | 0.00% | 1,299 | 673 | 107.5% | $42.85万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $82.74万 | 0.00% | 8,622 | -4,516 | -34.4% | -$43.34万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $82.79万 | 0.00% | 175,030 | -64,192 | -26.8% | -$30.36万 | 减仓 |
| EC | ECOPETROL S A | $82.89万 | 0.00% | 58,211 | 4,036 | 7.4% | $5.75万 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $82.91万 | 0.00% | 3,275 | 449 | 15.9% | $11.37万 | 加仓 |
| FIGS | FIGS INC | $83.52万 | 0.00% | 81,640 | -17,122 | -17.3% | -$17.52万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $83.68万 | 0.00% | 22,611 | -3,523 | -13.5% | -$13.04万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $83.68万 | 0.00% | 83,683 | 22,007 | 35.7% | $22.01万 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $83.71万 | 0.00% | 68,729 | 3,283 | 5.0% | $4.00万 | 加仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $83.76万 | 0.00% | 9,616 | -5,015 | -34.3% | -$43.68万 | 减仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $84.27万 | 0.00% | 19,533 | 1,522 | 8.5% | $6.57万 | 加仓 |
| LEN/B | LENNAR CORP | $84.30万 | 0.00% | 9,502 | 809 | 9.3% | $7.18万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $84.61万 | 0.00% | 30,567 | 3,528 | 13.0% | $9.77万 | 加仓 |
| — | LISTED FDS TR | $84.62万 | 0.00% | 45,867 | 2,019 | 4.6% | $3.73万 | 加仓 |
| MAT | MATTEL INC | $84.64万 | 0.00% | 60,978 | 13,722 | 29.0% | $19.05万 | 加仓 |
| NPKI | NPK INTERNATIONAL INC | $84.65万 | 0.00% | 53,208 | 1,050 | 2.0% | $1.67万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $84.76万 | 0.00% | 24,575 | 0 | 0.0% | — | 不变 |
| AXGN | AXOGEN INC | $84.78万 | 0.00% | 18,355 | 2,890 | 18.7% | $13.35万 | 加仓 |
| — | VANGUARD NY TAX FREE FDS | $84.97万 | 0.00% | 8,170 | 0 | 0.0% | — | 不变 |
| TECL | DIREXION SHARES ETF TRUST | $84.99万 | 0.00% | 3,683 | -2,379 | -39.2% | -$54.90万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $85.01万 | 0.00% | 29,272 | 10,820 | 58.6% | $31.42万 | 加仓 |
| — | KRONOS WORLDWIDE INC | $85.05万 | 0.00% | 134,360 | 33,698 | 33.5% | $21.33万 | 加仓 |
| — | ISHARES TR | $85.28万 | 0.00% | 32,499 | 6 | 0.0% | $157 | 加仓 |
| KRT | KARAT PACKAGING INC | $85.31万 | 0.00% | 25,497 | 4,735 | 22.8% | $15.84万 | 加仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $85.43万 | 0.00% | 150,403 | -1,363 | -0.9% | -$7,742 | 减仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $85.44万 | 0.00% | 20,824 | 20,824 | — | $85.44万 | 新建仓 |
| VTOL | BRISTOW GROUP INC | $85.59万 | 0.00% | 20,714 | 245 | 1.2% | $1.01万 | 加仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $85.67万 | 0.00% | 56,811 | 1,817 | 3.3% | $2.74万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $85.73万 | 0.00% | 86,948 | 1,388 | 1.6% | $1.37万 | 加仓 |
| SA | SEABRIDGE GOLD INC | $85.96万 | 0.00% | 33,394 | 33,394 | — | $85.96万 | 新建仓 |
| TRN | TRINITY INDS INC | $85.96万 | 0.00% | 24,858 | 3,426 | 16.0% | $11.85万 | 加仓 |
| — | WISDOMTREE TR | $85.99万 | 0.00% | 27,125 | 127 | 0.5% | $4,026 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $86.04万 | 0.00% | 90,757 | -56,463 | -38.4% | -$53.53万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $86.11万 | 0.00% | 8,410 | -2,034 | -19.5% | -$20.83万 | 减仓 |
| IBDV | ISHARES TR | $86.17万 | 0.00% | 39,530 | 3,258 | 9.0% | $7.10万 | 加仓 |
| ALRS | ALERUS FINL CORP | $86.63万 | 0.00% | 27,856 | 1,348 | 5.1% | $4.19万 | 加仓 |
| UTL | UNITIL CORP | $86.66万 | 0.00% | 16,448 | 3,203 | 24.2% | $16.88万 | 加仓 |
| MLKN | MILLERKNOLL INC | $86.76万 | 0.00% | 42,406 | 8,637 | 25.6% | $17.67万 | 加仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $86.81万 | 0.00% | 28,121 | 1,125 | 4.2% | $3.47万 | 加仓 |
| — | PUTNAM ETF TRUST | $86.82万 | 0.00% | 117,010 | 10,146 | 9.5% | $7.53万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $86.85万 | 0.00% | 11,389 | -3,289 | -22.4% | -$25.08万 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $86.94万 | 0.00% | 99,473 | 48,779 | 96.2% | $42.63万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $86.97万 | 0.00% | 54,055 | -30,767 | -36.3% | -$49.50万 | 减仓 |
| DNL | WISDOMTREE TR | $87.25万 | 0.00% | 18,894 | 568 | 3.1% | $2.62万 | 加仓 |
| NIO | NIO INC | $87.50万 | 0.00% | 172,924 | -18,344 | -9.6% | -$9.28万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $87.59万 | 0.00% | 9,355 | -582 | -5.9% | -$5.45万 | 减仓 |
| HTO | H2O AMERICA | $87.63万 | 0.00% | 14,420 | 4,023 | 38.7% | $24.45万 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $87.64万 | 0.00% | 16,266 | 2,154 | 15.3% | $11.61万 | 加仓 |
| PCRX | PACIRA BIOSCIENCES INC | $87.70万 | 0.00% | 34,568 | 7,415 | 27.3% | $18.81万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $87.74万 | 0.00% | 13,720 | 1,033 | 8.1% | $6.61万 | 加仓 |
| ISHG | ISHARES TR | $87.77万 | 0.00% | 11,821 | 3,746 | 46.4% | $27.81万 | 加仓 |
| ANDE | ANDERSONS INC | $87.90万 | 0.00% | 12,850 | -1,768 | -12.1% | -$12.09万 | 减仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $87.90万 | 0.00% | 70,263 | -1,971 | -2.7% | -$2.47万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $88.01万 | 0.00% | 33,565 | 3,914 | 13.2% | $10.26万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $88.02万 | 0.00% | 52,020 | -390 | -0.7% | -$6,599 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $88.04万 | 0.00% | 38,992 | -446 | -1.1% | -$1.01万 | 减仓 |
| BLBD | BLUE BIRD CORP | $88.15万 | 0.00% | 11,164 | 3,600 | 47.6% | $28.43万 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $88.51万 | 0.00% | 52,157 | 13,513 | 35.0% | $22.93万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $88.51万 | 0.00% | 37,489 | 3,986 | 11.9% | $9.41万 | 加仓 |
| EEMX | SPDR INDEX SHS FDS | $88.55万 | 0.00% | 16,353 | 3,485 | 27.1% | $18.87万 | 加仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $88.56万 | 0.00% | 22,637 | 8,907 | 64.9% | $34.84万 | 加仓 |
| HROW | HARROW INC | $88.61万 | 0.00% | 20,863 | -1,410 | -6.3% | -$5.99万 | 减仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $88.70万 | 0.00% | 426,437 | 61,628 | 16.9% | $12.82万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $89.04万 | 0.00% | 47,936 | -12,586 | -20.8% | -$23.38万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $89.06万 | 0.00% | 3,593 | -586 | -14.0% | -$14.53万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $89.08万 | 0.00% | 30,137 | -237 | -0.8% | -$7,006 | 减仓 |
| VOTE | TCW ETF TRUST | $89.28万 | 0.00% | 10,126 | -163 | -1.6% | -$1.44万 | 减仓 |