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 |
|---|---|---|---|---|---|---|---|---|
| PRLB | PROTO LABS INC | $100.82万 | 0.00% | 12,369 | 860 | 7.5% | $7.01万 | 加仓 |
| WGO | WINNEBAGO INDS INC | $101.02万 | 0.00% | 32,337 | -18,800 | -36.8% | -$58.73万 | 减仓 |
| DCOM | DIME COML BANCSHARES INC | $101.11万 | 0.00% | 24,874 | 2,343 | 10.4% | $9.52万 | 加仓 |
| VEL | VELOCITY FINL INC | $101.26万 | 0.00% | 54,853 | 955 | 1.8% | $1.76万 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $101.34万 | 0.00% | 8,884 | -4,265 | -32.4% | -$48.65万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $101.39万 | 0.00% | 19,885 | -6,471 | -24.6% | -$33.00万 | 减仓 |
| SAH | SONIC AUTOMOTIVE INC | $101.85万 | 0.00% | 12,012 | 4,046 | 50.8% | $34.31万 | 加仓 |
| NUBD | NUSHARES ETF TR | $101.95万 | 0.00% | 46,058 | 317 | 0.7% | $7,017 | 加仓 |
| EWZ | ISHARES INC | $101.98万 | 0.00% | 29,559 | -2,150 | -6.8% | -$7.42万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $102.20万 | 0.00% | 6,007 | 729 | 13.8% | $12.40万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $102.20万 | 0.00% | 14,709 | 1,465 | 11.1% | $10.18万 | 加仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $102.23万 | 0.00% | 33,397 | 24,542 | 277.2% | $75.12万 | 加仓 |
| ISVL | ISHARES TR | $102.37万 | 0.00% | 20,332 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC | $102.39万 | 0.00% | 6,926 | -21,829 | -75.9% | -$322.70万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $102.48万 | 0.00% | 30,857 | 2,791 | 9.9% | $9.27万 | 加仓 |
| AGI | ALAMOS GOLD INC | $102.55万 | 0.00% | 33,801 | 2,422 | 7.7% | $7.35万 | 加仓 |
| SXC | SUNCOKE ENERGY INC | $102.58万 | 0.00% | 127,427 | 76,931 | 152.4% | $61.93万 | 加仓 |
| HTB | HOMETRUST BANCSHARES INC | $102.67万 | 0.00% | 20,580 | 1,660 | 8.8% | $8.28万 | 加仓 |
| NULG | NUSHARES ETF TR | $102.70万 | 0.00% | 8,773 | 514 | 6.2% | $6.02万 | 加仓 |
| OI | O-I GLASS INC | $102.80万 | 0.00% | 106,750 | 56,867 | 114.0% | $54.76万 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $102.81万 | 0.00% | 100,889 | 378 | 0.4% | $3,852 | 加仓 |
| CLDT | CHATHAM LODGING TR | $102.97万 | 0.00% | 77,829 | 18,416 | 31.0% | $24.36万 | 加仓 |
| WK | WORKIVA INC | $103.02万 | 0.00% | 21,237 | -10,768 | -33.6% | -$52.24万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $103.07万 | 0.00% | 15,270 | -21,064 | -58.0% | -$142.18万 | 减仓 |
| INDI | INDIE SEMICONDUCTOR INC | $103.10万 | 0.00% | 229,629 | 29,011 | 14.5% | $13.03万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $103.18万 | 0.00% | 25,691 | 84 | 0.3% | $3,373 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $103.41万 | 0.00% | 20,802 | -640 | -3.0% | -$3.18万 | 减仓 |
| FCN | FTI CONSULTING INC | $103.46万 | 0.00% | 6,943 | -12,074 | -63.5% | -$179.91万 | 减仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $103.81万 | 0.00% | 51,444 | 35,041 | 213.6% | $70.71万 | 加仓 |
| PKE | PARK AEROSPACE CORP | $103.85万 | 0.00% | 27,214 | 6,040 | 28.5% | $23.05万 | 加仓 |
| OEC | ORION S.A. | $104.16万 | 0.00% | 157,111 | 104,798 | 200.3% | $69.48万 | 加仓 |
| MNKD | MANNKIND CORP | $104.23万 | 0.00% | 244,675 | 135,843 | 124.8% | $57.87万 | 加仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $104.27万 | 0.00% | 70,643 | 30,072 | 74.1% | $44.39万 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $104.48万 | 0.00% | 30,784 | 17,659 | 134.5% | $59.93万 | 加仓 |
| GRNT | GRANITE RIDGE RESOURCES INC | $104.78万 | 0.00% | 237,590 | -158,931 | -40.1% | -$70.09万 | 减仓 |
| NBTB | NBT BANCORP INC | $104.95万 | 0.00% | 21,257 | -2,640 | -11.0% | -$13.03万 | 减仓 |
| LBTYK | LIBERTY GLOBAL LTD | $105.46万 | 0.00% | 95,869 | 11,266 | 13.3% | $12.39万 | 加仓 |
| — | ISHARES ETHEREUM TR | $105.53万 | 0.00% | 88,755 | -19,573 | -18.1% | -$23.27万 | 减仓 |
| REMX | VANECK ETF TRUST | $105.69万 | 0.00% | 11,942 | 1,534 | 14.7% | $13.58万 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $105.73万 | 0.00% | 8,877 | 3,829 | 75.9% | $45.61万 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $105.78万 | 0.00% | 6,269 | 375 | 6.4% | $6.33万 | 加仓 |
| SMIZ | ZACKS TRUST | $105.81万 | 0.00% | 23,713 | -2,078 | -8.1% | -$9.27万 | 减仓 |
| WIX | WIX COM LTD | $106.22万 | 0.00% | 23,412 | -10,163 | -30.3% | -$46.11万 | 减仓 |
| OIH | VANECK ETF TRUST | $106.82万 | 0.00% | 2,871 | 434 | 17.8% | $16.15万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $107.02万 | 0.00% | 20,580 | 1,599 | 8.4% | $8.31万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $107.13万 | 0.00% | 12,493 | 1,089 | 9.5% | $9.34万 | 加仓 |
| HYD | VANECK ETF TRUST | $107.30万 | 0.00% | 20,832 | 1,894 | 10.0% | $9.76万 | 加仓 |
| CBAN | COLONY BANKCORP INC | $107.33万 | 0.00% | 53,425 | 9,133 | 20.6% | $18.35万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $107.38万 | 0.00% | 57,576 | 11,711 | 25.5% | $21.84万 | 加仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $107.52万 | 0.00% | 24,956 | 591 | 2.4% | $2.55万 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $107.64万 | 0.00% | 40,498 | -14,735 | -26.7% | -$39.17万 | 减仓 |
| OXM | OXFORD INDS INC | $107.99万 | 0.00% | 30,969 | -17,902 | -36.6% | -$62.42万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $108.06万 | 0.00% | 11,130 | -541 | -4.6% | -$5.25万 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $108.07万 | 0.00% | 23,196 | 2,154 | 10.2% | $10.04万 | 加仓 |
| ELF | E L F BEAUTY INC | $108.09万 | 0.00% | 14,607 | -6,963 | -32.3% | -$51.53万 | 减仓 |
| SONO | SONOS INC | $108.10万 | 0.00% | 79,898 | 5,051 | 6.7% | $6.83万 | 加仓 |
| HIFS | HINGHAM INSTN SVGS MASS | $108.15万 | 0.00% | 3,521 | 1,001 | 39.7% | $30.75万 | 加仓 |
| EZU | ISHARES INC | $108.27万 | 0.00% | 15,579 | 1,146 | 7.9% | $7.96万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $108.39万 | 0.00% | 26,711 | 9,512 | 55.3% | $38.60万 | 加仓 |
| SLM | SLM CORP | $108.50万 | 0.00% | 41,827 | 20,397 | 95.2% | $52.91万 | 加仓 |
| USD | PROSHARES TR | $108.55万 | 0.00% | 10,411 | 972 | 10.3% | $10.13万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $108.83万 | 0.00% | 46,038 | 427 | 0.9% | $1.01万 | 加仓 |
| PEN | PENUMBRA INC | $108.93万 | 0.00% | 3,450 | -640 | -15.6% | -$20.21万 | 减仓 |
| PHR | PHREESIA INC | $109.03万 | 0.00% | 105,955 | 10,728 | 11.3% | $11.04万 | 加仓 |
| IBCP | INDEPENDENT BK CORP MICH | $109.10万 | 0.00% | 30,247 | 4,514 | 17.5% | $16.28万 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $109.20万 | 0.00% | 10,784 | -700 | -6.1% | -$7.09万 | 减仓 |
| UWMC | UWM HOLDINGS CORPORATION | $109.22万 | 0.00% | 476,961 | 256,810 | 116.7% | $58.81万 | 加仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $109.32万 | 0.00% | 206,647 | 54,559 | 35.9% | $28.86万 | 加仓 |
| RDVT | RED VIOLET INC | $109.34万 | 0.00% | 17,160 | 4,373 | 34.2% | $27.86万 | 加仓 |
| GDOT | GREEN DOT CORP | $109.71万 | 0.00% | 81,206 | -44,584 | -35.4% | -$60.23万 | 减仓 |
| RXO | RXO INC | $109.73万 | 0.00% | 39,771 | 10,566 | 36.2% | $29.15万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $109.85万 | 0.00% | 24,054 | 4,109 | 20.6% | $18.77万 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $109.86万 | 0.00% | 30,637 | 23,454 | 326.5% | $84.10万 | 加仓 |
| RBCAA | REPUBLIC BANCORP INC KY | $110.32万 | 0.00% | 12,199 | 2,179 | 21.7% | $19.70万 | 加仓 |
| HZO | MARINEMAX INC | $110.41万 | 0.00% | 30,150 | 2,040 | 7.3% | $7.47万 | 加仓 |
| — | SELECT MED HLDGS CORP | $110.50万 | 0.00% | 66,929 | 8,909 | 15.4% | $14.71万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $110.53万 | 0.00% | 17,648 | 3,591 | 25.5% | $22.49万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $110.58万 | 0.00% | 214,311 | -94,671 | -30.6% | -$48.85万 | 减仓 |
| NEOG | NEOGEN CORP | $110.65万 | 0.00% | 123,082 | -15,477 | -11.2% | -$13.91万 | 减仓 |
| WTI | W & T OFFSHORE INC | $110.72万 | 0.00% | 351,485 | 160,942 | 84.5% | $50.70万 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $110.85万 | 0.00% | 27,824 | -158 | -0.6% | -$6,295 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $110.95万 | 0.00% | 37,737 | -8,277 | -18.0% | -$24.33万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $110.97万 | 0.00% | 43,862 | -3,623 | -7.6% | -$9.17万 | 减仓 |
| SPYI | NEOS ETF TRUST | $111.02万 | 0.00% | 20,912 | 8,101 | 63.2% | $43.01万 | 加仓 |
| ONT | ONTERRIS INC | $111.89万 | 0.00% | 55,364 | 1,041 | 1.9% | $2.10万 | 加仓 |
| AMTB | AMERANT BANCORP INC | $112.04万 | 0.00% | 43,903 | 2,101 | 5.0% | $5.36万 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $112.07万 | 0.00% | 62,364 | -21,824 | -25.9% | -$39.22万 | 减仓 |
| — | WEAVE COMMUNICATIONS INC | $112.11万 | 0.00% | 187,169 | 63,384 | 51.2% | $37.97万 | 加仓 |
| PGEN | PRECIGEN INC | $112.22万 | 0.00% | 196,885 | 21,136 | 12.0% | $12.05万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $112.45万 | 0.00% | 54,404 | -10,376 | -16.0% | -$21.45万 | 减仓 |
| — | PLDT INC | $112.65万 | 0.00% | 64,297 | -173,657 | -73.0% | -$304.25万 | 减仓 |
| XT | ISHARES TR | $112.74万 | 0.00% | 13,645 | -765 | -5.3% | -$6.32万 | 减仓 |
| MTN | VAIL RESORTS INC | $112.78万 | 0.00% | 8,284 | 1,293 | 18.5% | $17.60万 | 加仓 |
| PACS | PACS GROUP INC | $112.87万 | 0.00% | 26,470 | 5,749 | 27.7% | $24.51万 | 加仓 |
| NMAX | NEWSMAX INC | $113.18万 | 0.00% | 136,696 | 41,148 | 43.1% | $34.07万 | 加仓 |
| PAR | PAR TECHNOLOGY CORP | $113.45万 | 0.00% | 65,128 | 15,653 | 31.6% | $27.27万 | 加仓 |
| EPP | ISHARES INC | $113.51万 | 0.00% | 21,313 | 3,065 | 16.8% | $16.32万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $113.63万 | 0.00% | 28,345 | -2,641 | -8.5% | -$10.59万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $113.73万 | 0.00% | 11,954 | 3,909 | 48.6% | $37.19万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $113.85万 | 0.00% | 9,571 | -6,270 | -39.6% | -$74.58万 | 减仓 |