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 |
|---|---|---|---|---|---|---|---|---|
| JHX | JAMES HARDIE INDS PLC | $92.08万 | 0.00% | 48,614 | -8,686 | -15.2% | -$16.45万 | 减仓 |
| AMTB | AMERANT BANCORP INC | $92.13万 | 0.00% | 41,802 | 13,627 | 48.4% | $30.03万 | 加仓 |
| — | THE REAL BROKERAGE INC | $92.27万 | 0.00% | 369,081 | 253,440 | 219.2% | $63.36万 | 加仓 |
| Z | ZILLOW GROUP INC | $92.31万 | 0.00% | 22,308 | 3,774 | 20.4% | $15.62万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $92.57万 | 0.00% | 120,691 | 53,056 | 78.4% | $40.69万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $92.85万 | 0.00% | 46,944 | 1,727 | 3.8% | $3.42万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $92.98万 | 0.00% | 10,077 | 1,956 | 24.1% | $18.05万 | 加仓 |
| SUZ | SUZANO S A | $93.12万 | 0.00% | 93,027 | 8,253 | 9.7% | $8.26万 | 加仓 |
| ANAB | ANAPTYSBIO INC | $93.37万 | 0.00% | 16,836 | 1,582 | 10.4% | $8.77万 | 加仓 |
| MYE | MYERS INDS INC | $93.41万 | 0.00% | 44,105 | 12,724 | 40.5% | $26.95万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $93.69万 | 0.00% | 18,741 | 9,608 | 105.2% | $48.03万 | 加仓 |
| SRCE | 1ST SOURCE CORP | $93.76万 | 0.00% | 13,547 | 2,432 | 21.9% | $16.83万 | 加仓 |
| ESAB | ESAB CORPORATION | $93.77万 | 0.00% | 9,701 | 2,860 | 41.8% | $27.64万 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $94.05万 | 0.00% | 12,988 | 5,160 | 65.9% | $37.36万 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC | $94.32万 | 0.00% | 27,611 | 3,051 | 12.4% | $10.42万 | 加仓 |
| GTX | GARRETT MOTION INC | $94.39万 | 0.00% | 51,949 | 24,806 | 91.4% | $45.07万 | 加仓 |
| SUSB | ISHARES TR | $94.42万 | 0.00% | 37,671 | 29,413 | 356.2% | $73.72万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $94.46万 | 0.00% | 35,062 | 11,521 | 48.9% | $31.04万 | 加仓 |
| VVV | VALVOLINE INC | $94.49万 | 0.00% | 28,054 | 11,861 | 73.2% | $39.95万 | 加仓 |
| — | SELECT MED HLDGS CORP | $94.51万 | 0.00% | 58,020 | 23,946 | 70.3% | $39.01万 | 加仓 |
| NX | QUANEX BLDG PRODS CORP | $94.61万 | 0.00% | 52,648 | 19,595 | 59.3% | $35.21万 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $94.65万 | 0.00% | 46,949 | -260 | -0.6% | -$5,242 | 减仓 |
| HYD | VANECK ETF TRUST | $94.95万 | 0.00% | 18,938 | 13,897 | 275.7% | $69.68万 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $95.32万 | 0.00% | 17,299 | -561 | -3.1% | -$3.09万 | 减仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $95.34万 | 0.00% | 26,155 | 8,237 | 46.0% | $30.02万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $95.44万 | 0.00% | 25,607 | 25,607 | — | $95.44万 | 新建仓 |
| VIRT | VIRTU FINL INC | $95.54万 | 0.00% | 21,724 | 12,932 | 147.1% | $56.88万 | 加仓 |
| SMIZ | ZACKS TRUST | $95.61万 | 0.00% | 25,791 | -4,380 | -14.5% | -$16.24万 | 减仓 |
| DCO | DUCOMMUN INC DEL | $95.66万 | 0.00% | 7,841 | 3,639 | 86.6% | $44.40万 | 加仓 |
| REGL | PROSHARES TR | $95.93万 | 0.00% | 11,102 | 2,037 | 22.5% | $17.60万 | 加仓 |
| VTOL | BRISTOW GROUP INC | $95.98万 | 0.00% | 20,469 | 3,143 | 18.1% | $14.74万 | 加仓 |
| USXF | ISHARES TR | $96.03万 | 0.00% | 17,397 | -240 | -1.4% | -$1.32万 | 减仓 |
| FTRE | FORTREA HLDGS INC | $96.21万 | 0.00% | 102,137 | 14,282 | 16.3% | $13.45万 | 加仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $96.21万 | 0.00% | 16,402 | 7,578 | 85.9% | $44.45万 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $96.24万 | 0.00% | 49,482 | 22,928 | 86.3% | $44.59万 | 加仓 |
| COTY | COTY INC | $96.33万 | 0.00% | 479,255 | 400,021 | 504.9% | $80.40万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $96.51万 | 0.00% | 45,611 | 402 | 0.9% | $8,506 | 加仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $96.70万 | 0.00% | 27,464 | 3,318 | 13.7% | $11.68万 | 加仓 |
| EPP | ISHARES INC | $96.97万 | 0.00% | 18,248 | -91 | -0.5% | -$4,836 | 减仓 |
| IX | ORIX CORP | $97.32万 | 0.00% | 32,450 | 938 | 3.0% | $2.81万 | 加仓 |
| XHB | SPDR SERIES TRUST | $97.39万 | 0.00% | 9,865 | -233 | -2.3% | -$2.30万 | 减仓 |
| VEL | VELOCITY FINL INC | $97.50万 | 0.00% | 53,898 | -3,058 | -5.4% | -$5.53万 | 减仓 |
| — | AVANOS MED INC | $97.70万 | 0.00% | 69,733 | 4,849 | 7.5% | $6.79万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $97.72万 | 0.00% | 13,433 | -538 | -3.9% | -$3.91万 | 减仓 |
| LINC | LINCOLN EDL SVCS CORP | $97.74万 | 0.00% | 24,027 | 9,105 | 61.0% | $37.04万 | 加仓 |
| INGM | INGRAM MICRO HLDG CORP | $97.82万 | 0.00% | 41,964 | 12,727 | 43.5% | $29.67万 | 加仓 |
| ISVL | ISHARES TR | $97.82万 | 0.00% | 20,332 | 39 | 0.2% | $1,876 | 加仓 |
| UHAL | U HAUL HOLDING COMPANY | $97.82万 | 0.00% | 20,474 | -755 | -3.6% | -$3.61万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $97.89万 | 0.00% | 84,386 | 8,823 | 11.7% | $10.23万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $97.91万 | 0.00% | 42,608 | -2,457 | -5.5% | -$5.65万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $97.92万 | 0.00% | 19,786 | 341 | 1.8% | $1.69万 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $98.01万 | 0.00% | 29,638 | 3,174 | 12.0% | $10.50万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $98.14万 | 0.00% | 21,442 | 1,143 | 5.6% | $5.23万 | 加仓 |
| XT | ISHARES TR | $98.20万 | 0.00% | 14,410 | 1,987 | 16.0% | $13.54万 | 加仓 |
| ULS | UL SOLUTIONS INC | $98.23万 | 0.00% | 11,460 | 7,727 | 207.0% | $66.23万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $98.39万 | 0.00% | 14,379 | 2,539 | 21.4% | $17.37万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $98.49万 | 0.00% | 26,539 | 11,896 | 81.2% | $44.15万 | 加仓 |
| OIH | VANECK ETF TRUST | $98.49万 | 0.00% | 2,437 | 1,652 | 210.4% | $66.76万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $98.49万 | 0.00% | 31,268 | 6,800 | 27.8% | $21.42万 | 加仓 |
| MBC | MASTERBRAND INC | $98.53万 | 0.00% | 118,566 | 2,760 | 2.4% | $2.29万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $98.63万 | 0.00% | 39,438 | -7,334 | -15.7% | -$18.34万 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $98.95万 | 0.00% | 66,677 | 1,078 | 1.6% | $1.60万 | 加仓 |
| CLSK | CLEANSPARK INC | $99.07万 | 0.00% | 116,420 | -26,985 | -18.8% | -$22.96万 | 减仓 |
| SEZL | SEZZLE INC | $99.08万 | 0.00% | 15,655 | 994 | 6.8% | $6.29万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $99.10万 | 0.00% | 85,061 | 1,372 | 1.6% | $1.60万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD | $99.24万 | 0.00% | 84,603 | 2,925 | 3.6% | $3.43万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $99.29万 | 0.00% | 65,840 | 21,443 | 48.3% | $32.34万 | 加仓 |
| BL | BLACKLINE INC | $99.42万 | 0.00% | 26,871 | 11,981 | 80.5% | $44.33万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $99.52万 | 0.00% | 8,242 | 269 | 3.4% | $3.25万 | 加仓 |
| PDS | PRECISION DRILLING CORP | $99.52万 | 0.00% | 10,114 | 247 | 2.5% | $2.43万 | 加仓 |
| LEGN | LEGEND BIOTECH CORP | $99.53万 | 0.00% | 55,017 | 37,136 | 207.7% | $67.18万 | 加仓 |
| UAA | UNDER ARMOUR INC | $99.59万 | 0.00% | 168,505 | 20,413 | 13.8% | $12.06万 | 加仓 |
| IREN | IREN LIMITED | $99.60万 | 0.00% | 29,055 | 8,456 | 41.1% | $28.99万 | 加仓 |
| GMF | SPDR INDEX SHS FDS | $99.63万 | 0.00% | 7,318 | 105 | 1.5% | $1.43万 | 加仓 |
| DORM | DORMAN PRODS INC | $99.65万 | 0.00% | 9,549 | 125 | 1.3% | $1.30万 | 加仓 |
| — | FIRST FNDTN INC | $99.74万 | 0.00% | 169,047 | -6,309 | -3.6% | -$3.72万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $99.84万 | 0.00% | 20,206 | 20,206 | — | $99.84万 | 新建仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $99.99万 | 0.00% | 25,301 | -1,381 | -5.2% | -$5.46万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $100.01万 | 0.00% | 22,869 | 14,284 | 166.4% | $62.46万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $100.21万 | 0.00% | 27,622 | 27,622 | — | $100.21万 | 新建仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $100.23万 | 0.00% | 18,276 | 11,129 | 155.7% | $61.03万 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $100.29万 | 0.00% | 25,662 | 1,943 | 8.2% | $7.59万 | 加仓 |
| SONO | SONOS INC | $100.29万 | 0.00% | 74,847 | -16,332 | -17.9% | -$21.88万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $100.50万 | 0.00% | 17,831 | -9,047 | -33.7% | -$50.99万 | 减仓 |
| RLAY | RELAY THERAPEUTICS INC | $100.84万 | 0.00% | 101,349 | 15,513 | 18.1% | $15.44万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $100.96万 | 0.00% | 14,392 | 366 | 2.6% | $2.57万 | 加仓 |
| PLUG | PLUG PWR INC | $101.02万 | 0.00% | 447,001 | 165,121 | 58.6% | $37.32万 | 加仓 |
| TDOC | TELADOC HEALTH INC | $101.47万 | 0.00% | 186,188 | 165,942 | 819.6% | $90.44万 | 加仓 |
| NUBD | NUSHARES ETF TR | $101.59万 | 0.00% | 45,741 | 36,061 | 372.5% | $80.09万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $101.59万 | 0.00% | 68,784 | 5,790 | 9.2% | $8.55万 | 加仓 |
| LEGH | LEGACY HOUSING CORP | $101.64万 | 0.00% | 49,748 | 49,748 | — | $101.64万 | 新建仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $101.73万 | 0.00% | 8,867 | 1,304 | 17.2% | $14.96万 | 加仓 |
| NBTB | NBT BANCORP INC | $101.75万 | 0.00% | 23,897 | -4,335 | -15.4% | -$18.46万 | 减仓 |
| WHR | WHIRLPOOL CORP | $101.84万 | 0.00% | 18,886 | 3,229 | 20.6% | $17.41万 | 加仓 |
| — | ISHARES TR | $102.03万 | 0.00% | 21,327 | 21,327 | — | $102.03万 | 新建仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $102.09万 | 0.00% | 24,365 | 1,933 | 8.6% | $8.10万 | 加仓 |
| QDF | FLEXSHARES TR | $102.20万 | 0.00% | 12,922 | -1,726 | -11.8% | -$13.65万 | 减仓 |
| TFI | SPDR SERIES TRUST | $102.21万 | 0.00% | 22,544 | 4,445 | 24.6% | $20.15万 | 加仓 |
| RYN | RAYONIER INC | $102.40万 | 0.00% | 49,659 | -7,867 | -13.7% | -$16.22万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $102.64万 | 0.00% | 32,554 | 7,148 | 28.1% | $22.54万 | 加仓 |