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 |
|---|---|---|---|---|---|---|---|---|
| PJUL | INNOVATOR ETFS TRUST | $89.54万 | 0.00% | 18,345 | 20 | 0.1% | $976 | 加仓 |
| AMCX | AMC GLOBAL MEDIA INC | $89.61万 | 0.00% | 89,793 | 89,793 | — | $89.61万 | 新建仓 |
| WEX | WEX INC | $89.68万 | 0.00% | 6,356 | -14,264 | -69.2% | -$201.25万 | 减仓 |
| CLVT | CLARIVATE PLC | $89.85万 | 0.00% | 415,956 | -223,648 | -35.0% | -$48.31万 | 减仓 |
| INDY | ISHARES TR | $89.85万 | 0.00% | 20,680 | -4,209 | -16.9% | -$18.29万 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $89.97万 | 0.00% | 19,801 | 5,844 | 41.9% | $26.55万 | 加仓 |
| CCBG | CAPITAL CITY BANK | $89.98万 | 0.00% | 18,207 | 596 | 3.4% | $2.95万 | 加仓 |
| — | MORGAN STANLEY ETF TRUST | $90.03万 | 0.00% | 11,826 | 0 | 0.0% | — | 不变 |
| HTLD | HEARTLAND EXPRESS INC | $90.35万 | 0.00% | 59,364 | -150 | -0.3% | -$2,283 | 减仓 |
| AAT | AMERICAN ASSETS TR INC | $90.41万 | 0.00% | 36,617 | 9,458 | 34.8% | $23.35万 | 加仓 |
| AUR | AURORA INNOVATION INC | $90.44万 | 0.00% | 132,610 | -23,192 | -14.9% | -$15.82万 | 减仓 |
| NN | NEXTNAV INC | $90.49万 | 0.00% | 50,751 | 4,978 | 10.9% | $8.88万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $90.51万 | 0.00% | 17,868 | -873 | -4.7% | -$4.42万 | 减仓 |
| AROW | ARROW FINL CORP | $90.60万 | 0.00% | 22,103 | 7,060 | 46.9% | $28.94万 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $90.79万 | 0.00% | 11,627 | -97 | -0.8% | -$7,574 | 减仓 |
| TY | TRI CONTL CORP | $90.81万 | 0.00% | 26,383 | 435 | 1.7% | $1.50万 | 加仓 |
| TRC | TEJON RANCH CO | $90.83万 | 0.00% | 48,573 | -51 | -0.1% | -$954 | 减仓 |
| CGON | CG ONCOLOGY INC | $91.09万 | 0.00% | 12,820 | -4,014 | -23.8% | -$28.52万 | 减仓 |
| CAMT | CAMTEK LTD | $91.21万 | 0.00% | 5,591 | 1,481 | 36.0% | $24.16万 | 加仓 |
| AXIAY | AXIA ENERGIA SA | $91.51万 | 0.00% | 86,657 | 8,336 | 10.6% | $8.80万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $91.57万 | 0.00% | 43,665 | -77,856 | -64.1% | -$163.26万 | 减仓 |
| UUUU | ENERGY FUELS INC | $91.60万 | 0.00% | 63,171 | -2,099 | -3.2% | -$3.04万 | 减仓 |
| IHE | ISHARES TR | $91.70万 | 0.00% | 9,262 | 2,418 | 35.3% | $23.94万 | 加仓 |
| WKC | WORLD KINECT CORPORATION | $91.71万 | 0.00% | 27,842 | 18,946 | 213.0% | $62.41万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $91.72万 | 0.00% | 75,676 | -9,385 | -11.0% | -$11.37万 | 减仓 |
| FISI | FINANCIAL INSTITUTIONS INC | $92.09万 | 0.00% | 23,631 | 3,639 | 18.2% | $14.18万 | 加仓 |
| FTMH | PUTNAM ETF TRUST | $92.38万 | 0.00% | 77,758 | 61,981 | 392.9% | $73.63万 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $92.40万 | 0.00% | 25,391 | 6,680 | 35.7% | $24.31万 | 加仓 |
| IHAK | ISHARES TR | $92.46万 | 0.00% | 15,229 | 415 | 2.8% | $2.52万 | 加仓 |
| SMR | NUSCALE PWR CORP | $92.50万 | 0.00% | 92,220 | 31,457 | 51.8% | $31.55万 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $92.62万 | 0.00% | 40,890 | -8,592 | -17.4% | -$19.46万 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $92.70万 | 0.00% | 37,897 | 15,778 | 71.3% | $38.59万 | 加仓 |
| LMB | LIMBACH HLDGS INC | $92.79万 | 0.00% | 12,051 | 4,751 | 65.1% | $36.58万 | 加仓 |
| IMTM | ISHARES TR | $92.81万 | 0.00% | 17,402 | 380 | 2.2% | $2.03万 | 加仓 |
| IPI | INTREPID POTASH INC | $92.84万 | 0.00% | 28,322 | 13,391 | 89.7% | $43.90万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $92.93万 | 0.00% | 16,529 | 1,491 | 9.9% | $8.38万 | 加仓 |
| BGSI | BOYD GROUP SERVICES INC | $93.11万 | 0.00% | 9,840 | 9,840 | — | $93.11万 | 新建仓 |
| PATK | PATRICK INDS INC | $93.12万 | 0.00% | 10,372 | -10,018 | -49.1% | -$89.94万 | 减仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $93.13万 | 0.00% | 167,804 | 115,832 | 222.9% | $64.29万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $93.17万 | 0.00% | 47,875 | -2,992 | -5.9% | -$5.82万 | 减仓 |
| NABL | N-ABLE INC | $93.19万 | 0.00% | 253,920 | -81,127 | -24.2% | -$29.77万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $93.43万 | 0.00% | 72,486 | 35,494 | 96.0% | $45.75万 | 加仓 |
| NUTX | NUTEX HEALTH INC | $93.48万 | 0.00% | 5,470 | 1,555 | 39.7% | $26.57万 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $93.49万 | 0.00% | 54,011 | -7,669 | -12.4% | -$13.28万 | 减仓 |
| WSE | WISE GROUP PLC | $93.53万 | 0.00% | 78,529 | 78,529 | — | $93.53万 | 新建仓 |
| BSVO | EA SERIES TRUST | $93.74万 | 0.00% | 32,115 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $94.04万 | 0.00% | 22,333 | -3,045 | -12.0% | -$12.82万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $94.19万 | 0.00% | 9,505 | -34 | -0.4% | -$3,369 | 减仓 |
| FLY | FIREFLY AEROSPACE INC | $94.24万 | 0.00% | 32,056 | 32,056 | — | $94.24万 | 新建仓 |
| TRIP | TRIPADVISOR INC | $94.32万 | 0.00% | 68,795 | 17,093 | 33.1% | $23.43万 | 加仓 |
| LYFT | LYFT INC | $94.34万 | 0.00% | 64,570 | 13,377 | 26.1% | $19.54万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $94.46万 | 0.00% | 17,931 | -2,275 | -11.3% | -$11.98万 | 减仓 |
| RBB | RBB BANCORP | $94.48万 | 0.00% | 34,462 | 34,462 | — | $94.48万 | 新建仓 |
| CNNE | CANNAE HLDGS INC | $94.54万 | 0.00% | 65,650 | 32,475 | 97.9% | $46.76万 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $94.55万 | 0.00% | 24,533 | 12,103 | 97.4% | $46.64万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $94.85万 | 0.00% | 25,781 | -8,720 | -25.3% | -$32.08万 | 减仓 |
| MLPX | GLOBAL X FDS | $95.14万 | 0.00% | 12,916 | 1,716 | 15.3% | $12.64万 | 加仓 |
| STAA | STAAR SURGICAL CO | $95.19万 | 0.00% | 33,179 | 9,614 | 40.8% | $27.58万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $95.40万 | 0.00% | 110,289 | 51,079 | 86.3% | $44.18万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $95.43万 | 0.00% | 71,702 | 24,758 | 52.7% | $32.95万 | 加仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $95.45万 | 0.00% | 30,770 | 16,278 | 112.3% | $50.49万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $95.45万 | 0.00% | 15,832 | -2,444 | -13.4% | -$14.74万 | 减仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $95.50万 | 0.00% | 22,918 | 7,399 | 47.7% | $30.83万 | 加仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $95.50万 | 0.00% | 8,445 | -422 | -4.8% | -$4.77万 | 减仓 |
| CRAI | CRA INTL INC | $95.65万 | 0.00% | 6,722 | 1,883 | 38.9% | $26.80万 | 加仓 |
| SHAK | SHAKE SHACK INC | $95.83万 | 0.00% | 17,107 | -13,552 | -44.2% | -$75.92万 | 减仓 |
| REGL | PROSHARES TR | $96.27万 | 0.00% | 10,513 | -589 | -5.3% | -$5.39万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $96.29万 | 0.00% | 32,431 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC | $96.41万 | 0.00% | 66,077 | 5,479 | 9.0% | $7.99万 | 加仓 |
| NX | QUANEX BLDG PRODS CORP | $96.55万 | 0.00% | 51,854 | -794 | -1.5% | -$1.48万 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $96.55万 | 0.00% | 19,681 | 3,311 | 20.2% | $16.24万 | 加仓 |
| ORC | ORCHID IS CAP INC | $96.62万 | 0.00% | 138,622 | 102,099 | 279.5% | $71.16万 | 加仓 |
| RCUS | ARCUS BIOSCIENCES INC | $96.63万 | 0.00% | 31,342 | -2,103 | -6.3% | -$6.48万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $96.64万 | 0.00% | 21,727 | -5,141 | -19.1% | -$22.87万 | 减仓 |
| SOBO | SOUTH BOW CORP | $96.93万 | 0.00% | 27,506 | -1 | -0.0% | -$35 | 减仓 |
| PSN | PARSONS CORP DEL | $97.04万 | 0.00% | 18,522 | 5,568 | 43.0% | $29.17万 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP | $97.06万 | 0.00% | 4,871 | 693 | 16.6% | $13.81万 | 加仓 |
| YEXT | YEXT INC | $97.71万 | 0.00% | 209,222 | 164,559 | 368.4% | $76.85万 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $97.72万 | 0.00% | 12,565 | -423 | -3.3% | -$3.29万 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $98.04万 | 0.00% | 118,544 | -31,935 | -21.2% | -$26.41万 | 减仓 |
| — | PROSHARES TR | $98.15万 | 0.00% | 21,599 | 1,552 | 7.7% | $7.05万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $98.27万 | 0.00% | 13,110 | 2,125 | 19.3% | $15.93万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $98.38万 | 0.00% | 19,386 | 5,714 | 41.8% | $29.00万 | 加仓 |
| CYRX | CRYOPORT INC | $98.44万 | 0.00% | 62,701 | 18,790 | 42.8% | $29.50万 | 加仓 |
| LZ | LEGALZOOM COM INC | $98.61万 | 0.00% | 160,871 | 84,994 | 112.0% | $52.10万 | 加仓 |
| ARKO | ARKO CORP | $98.81万 | 0.00% | 123,050 | 18,613 | 17.8% | $14.95万 | 加仓 |
| — | VANECK ETF TRUST | $98.96万 | 0.00% | 3,870 | -1,524 | -28.3% | -$38.97万 | 减仓 |
| CBNK | CAPITAL BANCORP INC MD | $99.00万 | 0.00% | 28,188 | 13,627 | 93.6% | $47.86万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $99.17万 | 0.00% | 9,526 | 1,430 | 17.7% | $14.89万 | 加仓 |
| DJCO | DAILY JOURNAL CORP | $99.20万 | 0.00% | 1,650 | 276 | 20.1% | $16.59万 | 加仓 |
| CATY | CATHAY GEN BANCORP | $99.33万 | 0.00% | 16,023 | 513 | 3.3% | $3.18万 | 加仓 |
| — | ACV AUCTIONS INC | $99.81万 | 0.00% | 138,819 | 85,548 | 160.6% | $61.51万 | 加仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $99.90万 | 0.00% | 21,107 | 5,183 | 32.5% | $24.53万 | 加仓 |
| STPZ | PIMCO ETF TR | $99.93万 | 0.00% | 18,735 | 1,794 | 10.6% | $9.57万 | 加仓 |
| CALX | CALIX INC | $99.95万 | 0.00% | 26,782 | -4,569 | -14.6% | -$17.05万 | 减仓 |
| TDUP | THREDUP INC | $100.09万 | 0.00% | 146,124 | 101,650 | 228.6% | $69.63万 | 加仓 |
| LIF | LIFE360 INC | $100.20万 | 0.00% | 18,100 | -3,679 | -16.9% | -$20.37万 | 减仓 |
| CDNA | CAREDX INC | $100.27万 | 0.00% | 35,183 | 4,686 | 15.4% | $13.36万 | 加仓 |
| — | SIGA TECHNOLOGIES INC | $100.29万 | 0.00% | 275,528 | 106,973 | 63.5% | $38.94万 | 加仓 |
| DCH | DAUCH CORP | $100.48万 | 0.00% | 185,380 | -8,656 | -4.5% | -$4.69万 | 减仓 |