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 |
|---|---|---|---|---|---|---|---|---|
| PBH | PRESTIGE CONSMR HEALTHCARE I | $102.86万 | 0.00% | 17,354 | 3,662 | 26.7% | $21.70万 | 加仓 |
| OFIX | ORTHOFIX MED INC | $102.92万 | 0.00% | 89,734 | 77,008 | 605.1% | $88.33万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $102.97万 | 0.00% | 16,764 | 5,617 | 50.4% | $34.50万 | 加仓 |
| OSPN | ONESPAN INC | $102.99万 | 0.00% | 97,808 | 55,102 | 129.0% | $58.02万 | 加仓 |
| AVTR | AVANTOR INC | $103.18万 | 0.00% | 131,604 | 74,812 | 131.7% | $58.65万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $103.23万 | 0.00% | 26,868 | -1,612 | -5.7% | -$6.19万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $103.33万 | 0.00% | 30,374 | 5,535 | 22.3% | $18.83万 | 加仓 |
| — | FUNDX INVT TR | $103.40万 | 0.00% | 13,490 | 0 | 0.0% | — | 不变 |
| HURN | HURON CONSULTING GROUP INC | $103.74万 | 0.00% | 8,137 | -6,758 | -45.4% | -$86.16万 | 减仓 |
| JBS | JBS N.V. | $103.87万 | 0.00% | 57,832 | 3,610 | 6.7% | $6.48万 | 加仓 |
| TLN | TALEN ENERGY CORP | $104.17万 | 0.00% | 3,263 | 663 | 25.5% | $21.17万 | 加仓 |
| — | SKYWATER TECHNOLOGY INC | $104.25万 | 0.00% | 38,032 | -976 | -2.5% | -$2.68万 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $104.42万 | 0.00% | 15,518 | 3,145 | 25.4% | $21.16万 | 加仓 |
| CLB | CORE LABORATORIES INC | $104.89万 | 0.00% | 62,471 | 32 | 0.1% | $537 | 加仓 |
| ANDE | ANDERSONS INC | $104.93万 | 0.00% | 14,618 | 5,573 | 61.6% | $40.00万 | 加仓 |
| INDY | ISHARES TR | $105.13万 | 0.00% | 24,889 | -115 | -0.5% | -$4,858 | 减仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $105.24万 | 0.00% | 11,484 | -1,462 | -11.3% | -$13.40万 | 减仓 |
| BCH | BANCO DE CHILE | $105.31万 | 0.00% | 28,430 | 1,765 | 6.6% | $6.54万 | 加仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $105.34万 | 0.00% | 49,066 | 15,979 | 48.3% | $34.31万 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $105.59万 | 0.00% | 56,315 | 7,553 | 15.5% | $14.16万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $105.70万 | 0.00% | 47,485 | 3,454 | 7.8% | $7.69万 | 加仓 |
| SMMD | ISHARES TR | $106.05万 | 0.00% | 13,890 | 5,022 | 56.6% | $38.34万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $106.06万 | 0.00% | 33,436 | 2,032 | 6.5% | $6.45万 | 加仓 |
| DAC | DANAOS CORPORATION | $106.13万 | 0.00% | 9,422 | 1,995 | 26.9% | $22.47万 | 加仓 |
| SXI | STANDEX INTL CORP | $106.15万 | 0.00% | 4,165 | 1,052 | 33.8% | $26.81万 | 加仓 |
| HELE | HELEN OF TROY LTD | $106.28万 | 0.00% | 73,705 | 46,617 | 172.1% | $67.22万 | 加仓 |
| TDAY | USA TODAY CO INC | $106.33万 | 0.00% | 150,824 | 30,021 | 24.9% | $21.16万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $106.33万 | 0.00% | 32,677 | 1,937 | 6.3% | $6.30万 | 加仓 |
| ABCB | AMERIS BANCORP | $106.58万 | 0.00% | 13,666 | 5,152 | 60.5% | $40.18万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $106.68万 | 0.00% | 28,677 | 4,503 | 18.6% | $16.75万 | 加仓 |
| TCBX | THIRD COAST BANCSHARES INC | $106.70万 | 0.00% | 28,205 | 18,776 | 199.1% | $71.03万 | 加仓 |
| IBN | ICICI BANK LIMITED | $106.77万 | 0.00% | 41,225 | -1,147 | -2.7% | -$2.97万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $106.81万 | 0.00% | 92,793 | 30,414 | 48.8% | $35.01万 | 加仓 |
| MMI | MARCUS & MILLICHAP INC | $106.97万 | 0.00% | 40,229 | 24,415 | 154.4% | $64.92万 | 加仓 |
| — | BEAZER HOMES USA INC | $107.11万 | 0.00% | 55,669 | -3,744 | -6.3% | -$7.20万 | 减仓 |
| CMPR | CIMPRESS PLC | $107.22万 | 0.00% | 14,687 | -424 | -2.8% | -$3.10万 | 减仓 |
| MBX | MBX BIOSCIENCES INC | $107.37万 | 0.00% | 35,970 | 2,319 | 6.9% | $6.92万 | 加仓 |
| QNST | QUINSTREET INC | $107.51万 | 0.00% | 89,517 | 54,827 | 158.0% | $65.85万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $107.69万 | 0.00% | 15,038 | 107 | 0.7% | $7,662 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $107.70万 | 0.00% | 72,234 | 7,580 | 11.7% | $11.30万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $107.93万 | 0.00% | 6,796 | 19 | 0.3% | $3,018 | 加仓 |
| EDV | VANGUARD WORLD FD | $108.02万 | 0.00% | 16,631 | 16,631 | — | $108.02万 | 新建仓 |
| FELV | FIDELITY COVINGTON TRUST | $108.17万 | 0.00% | 30,986 | 1,176 | 3.9% | $4.11万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $108.54万 | 0.00% | 96,653 | 1,683 | 1.8% | $1.89万 | 加仓 |
| EWY | ISHARES INC | $108.72万 | 0.00% | 8,839 | 3,599 | 68.7% | $44.27万 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $108.84万 | 0.00% | 86,518 | 25,571 | 42.0% | $32.17万 | 加仓 |
| — | ISHARES TR | $109.11万 | 0.00% | 25,061 | 18,163 | 263.3% | $79.08万 | 加仓 |
| — | ATKORE INC | $109.15万 | 0.00% | 18,528 | 2,745 | 17.4% | $16.17万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $109.20万 | 0.00% | 19,768 | 356 | 1.8% | $1.97万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $109.23万 | 0.00% | 16,022 | 227 | 1.4% | $1.55万 | 加仓 |
| MSBI | MIDLAND STATES BANCORP INC | $109.55万 | 0.00% | 49,103 | 2,114 | 4.5% | $4.72万 | 加仓 |
| MITK | MITEK SYS INC | $109.65万 | 0.00% | 81,223 | 54,946 | 209.1% | $74.18万 | 加仓 |
| WTPI | WISDOMTREE TR | $109.69万 | 0.00% | 34,375 | 10,230 | 42.4% | $32.64万 | 加仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $109.89万 | 0.00% | 3,269 | 589 | 22.0% | $19.80万 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $110.02万 | 0.00% | 26,134 | 5,974 | 29.6% | $25.15万 | 加仓 |
| FRHC | FREEDOM HOLDING CORP | $110.12万 | 0.00% | 7,601 | 6,298 | 483.3% | $91.25万 | 重新持有 |
| FMNB | FARMERS NATIONAL BANC CORP | $110.28万 | 0.00% | 83,802 | 23,889 | 39.9% | $31.44万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $110.41万 | 0.00% | 10,444 | -1,017 | -8.9% | -$10.75万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $110.68万 | 0.00% | 52,907 | 11,000 | 26.2% | $23.01万 | 加仓 |
| CNM | CORE & MAIN INC | $110.77万 | 0.00% | 22,422 | 12,896 | 135.4% | $63.71万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $110.82万 | 0.00% | 22,014 | -565 | -2.5% | -$2.84万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $110.88万 | 0.00% | 13,852 | 9,845 | 245.7% | $78.81万 | 加仓 |
| FA | FIRST ADVANTAGE CORP NEW | $111.00万 | 0.00% | 94,388 | 76,408 | 425.0% | $89.86万 | 加仓 |
| FBNC | FIRST BANCORP N C | $111.12万 | 0.00% | 19,720 | 6,291 | 46.8% | $35.45万 | 加仓 |
| HOPE | HOPE BANCORP INC | $111.32万 | 0.00% | 99,660 | -6,085 | -5.8% | -$6.80万 | 减仓 |
| BANC | BANC OF CALIFORNIA INC | $111.33万 | 0.00% | 63,325 | 25,846 | 69.0% | $45.44万 | 加仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $111.49万 | 0.00% | 21,383 | -4,700 | -18.0% | -$24.51万 | 减仓 |
| OMCL | OMNICELL COM | $111.55万 | 0.00% | 33,419 | 16,608 | 98.8% | $55.44万 | 加仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $112.29万 | 0.00% | 60,533 | 36,838 | 155.5% | $68.33万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $112.38万 | 0.00% | 20,302 | 8,391 | 70.4% | $46.45万 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $112.56万 | 0.00% | 34,038 | -2,539 | -6.9% | -$8.40万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $112.94万 | 0.00% | 60,522 | 5,028 | 9.1% | $9.38万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $113.05万 | 0.00% | 60,913 | 15,280 | 33.5% | $28.36万 | 加仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $113.37万 | 0.00% | 35,967 | 2,535 | 7.6% | $7.99万 | 加仓 |
| OPLN | OPENLANE INC | $113.49万 | 0.00% | 38,933 | 5,399 | 16.1% | $15.74万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $113.56万 | 0.00% | 14,553 | -14,937 | -50.7% | -$116.55万 | 减仓 |
| IMVT | IMMUNOVANT INC | $113.59万 | 0.00% | 45,729 | 4,228 | 10.2% | $10.50万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $113.74万 | 0.00% | 12,903 | 1,500 | 13.2% | $13.22万 | 加仓 |
| CGON | CG ONCOLOGY INC | $113.93万 | 0.00% | 16,834 | 8,669 | 106.2% | $58.67万 | 加仓 |
| BRKR | BRUKER CORP | $114.02万 | 0.00% | 31,566 | 15,046 | 91.1% | $54.35万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $114.29万 | 0.00% | 16,280 | 211 | 1.3% | $1.48万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $114.40万 | 0.00% | 50,867 | -3,115 | -5.8% | -$7.01万 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $114.50万 | 0.00% | 86,940 | 11,222 | 14.8% | $14.78万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $114.73万 | 0.00% | 13,631 | 4,727 | 53.1% | $39.79万 | 加仓 |
| PNTG | PENNANT GROUP INC | $114.85万 | 0.00% | 37,679 | 4,198 | 12.5% | $12.80万 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $114.89万 | 0.00% | 53,711 | 13,589 | 33.9% | $29.07万 | 加仓 |
| CNXN | PC CONNECTION INC | $114.93万 | 0.00% | 19,659 | -1,246 | -6.0% | -$7.28万 | 减仓 |
| DCH | DAUCH CORP | $115.06万 | 0.00% | 194,036 | 33,217 | 20.7% | $19.70万 | 加仓 |
| CASS | CASS INFORMATION SYS INC | $115.31万 | 0.00% | 26,194 | -1,136 | -4.2% | -$5.00万 | 减仓 |
| NIO | NIO INC | $115.33万 | 0.00% | 191,268 | 29,432 | 18.2% | $17.75万 | 加仓 |
| NSP | INSPERITY INC | $115.49万 | 0.00% | 42,713 | -11,438 | -21.1% | -$30.93万 | 减仓 |
| MOV | MOVADO GROUP INC | $115.51万 | 0.00% | 47,301 | 47,301 | — | $115.51万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $115.82万 | 0.00% | 83,443 | -1,410 | -1.7% | -$1.96万 | 减仓 |
| FULT | FULTON FINL CORP PA | $116.00万 | 0.00% | 57,030 | 1,362 | 2.4% | $2.77万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $116.04万 | 0.00% | 84,822 | 27,896 | 49.0% | $38.16万 | 加仓 |
| XSD | SPDR SERIES TRUST | $116.31万 | 0.00% | 3,566 | 192 | 5.7% | $6.26万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $116.41万 | 0.00% | 10,130 | 1,550 | 18.1% | $17.81万 | 加仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $116.85万 | 0.00% | 19,654 | 11,247 | 133.8% | $66.87万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $116.89万 | 0.00% | 30,227 | 30,227 | — | $116.89万 | 新建仓 |
| PICK | ISHARES INC | $117.16万 | 0.00% | 20,704 | 4,038 | 24.2% | $22.85万 | 加仓 |