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 |
|---|---|---|---|---|---|---|---|---|
| VNET | VNET GROUP INC | $0 | 0.00% | 0 | -11,531 | -100.0% | -$9.76万 | 清仓 |
| — | DOMO INC | $0 | 0.00% | 0 | -10,838 | -100.0% | -$9.14万 | 清仓 |
| FISV | FISERV INC 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$8.60万 | 清仓 |
| — | SIGHT SCIENCES INC | $0 | 0.00% | 0 | -10,794 | -100.0% | -$8.56万 | 清仓 |
| — | CLEARSIGN TECHNOLOGIES CORP | $0 | 0.00% | 0 | -136,053 | -100.0% | -$7.57万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -107,994 | -100.0% | -$7.44万 | 清仓 |
| — | NOODLES & CO | $0 | 0.00% | 0 | -96,710 | -100.0% | -$6.83万 | 清仓 |
| — | ORCHESTRA BIOMED HLDGS INC | $0 | 0.00% | 0 | -16,290 | -100.0% | -$6.76万 | 清仓 |
| — | PODCASTONE INC | $0 | 0.00% | 0 | -26,687 | -100.0% | -$6.59万 | 清仓 |
| — | HIGH TEMPLAR TECHNOLOGY LTD | $0 | 0.00% | 0 | -16,913 | -100.0% | -$6.00万 | 清仓 |
| — | INTENSITY THERAPEUTICS INC | $0 | 0.00% | 0 | -143,136 | -100.0% | -$5.87万 | 清仓 |
| — | COSAN S A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVA | INVENTIVA SA | $0 | 0.00% | 0 | -10,000 | -100.0% | -$4.65万 | 清仓 |
| — | TRANSACT TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,513 | -100.0% | -$4.21万 | 清仓 |
| HD | HOME DEPOT INC 看跌期权 | $0 | 0.00% | 0 | -10,700 | -100.0% | -$4.11万 | 清仓 |
| — | MIRA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -22,599 | -100.0% | -$3.41万 | 清仓 |
| — | TWO HARBORS INVENTMENT CORPO | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.50万 | 清仓 |
| — | FURY GOLD MINES LIMITED | $0 | 0.00% | 0 | -36,877 | -100.0% | -$2.18万 | 清仓 |
| THM | INTERNATIONAL TOWER HILL MIN | $0 | 0.00% | 0 | -10,547 | -100.0% | -$1.96万 | 清仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $0 | 0.00% | 0 | -10,881 | -100.0% | -$1.95万 | 清仓 |
| — | ZENTEK LTD | $0 | 0.00% | 0 | -30,214 | -100.0% | -$1.93万 | 清仓 |
| — | SES AI CORPORATION | $0 | 0.00% | 0 | -10,119 | -100.0% | -$1.82万 | 清仓 |
| — | SOLITARIO RESOURCES CORP | $0 | 0.00% | 0 | -25,000 | -100.0% | -$1.74万 | 清仓 |
| — | STRIVE INC | $0 | 0.00% | 0 | -21,899 | -100.0% | -$1.62万 | 清仓 |
| RBLX | ROBLOX CORP 看跌期权 | $0 | 0.00% | 0 | -21,000 | -100.0% | -$1.51万 | 清仓 |
| SNOW | SNOWFLAKE INC 看跌期权 | $0 | 0.00% | 0 | -13,700 | -100.0% | -$1.28万 | 清仓 |
| — | STRATA SKIN SCIENCES INC | $0 | 0.00% | 0 | -10,016 | -100.0% | -$1.26万 | 清仓 |
| — | MYOMO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | REVIVA PHARMACEUTCLS HLDGS I | $0 | 0.00% | 0 | -32,107 | -100.0% | -$8,958 | 清仓 |
| — | AIRWA INC | $0 | 0.00% | 0 | -11,001 | -100.0% | -$8,582 | 清仓 |
| — | ENVVENO MEDICAL CORPORATION | $0 | 0.00% | 0 | -20,905 | -100.0% | -$6,706 | 清仓 |
| DASH | DOORDASH INC 看跌期权 | $0 | 0.00% | 0 | -12,400 | -100.0% | -$6,097 | 清仓 |
| — | OCEAN PWR TECHNOLOGIES INC | $0 | 0.00% | 0 | -11,866 | -100.0% | -$3,560 | 清仓 |
| TGT | TARGET CORP 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$2,000 | 清仓 |
| — | ALPHATIME ACQUISITION CORP | $0 | 0.00% | 0 | -10,050 | -100.0% | -$705 | 清仓 |
| CART | MAPLEBEAR INC 看跌期权 | $0 | 0.00% | 0 | -12,900 | -100.0% | -$684 | 清仓 |
| — | AUDDIA INC | $0 | 0.00% | 0 | -14,820 | -100.0% | -$341 | 清仓 |
| NU | NU HLDGS LTD 看跌期权 | $0 | 0.00% | 0 | -80,000 | -100.0% | -$80 | 清仓 |
| HOOD | ROBINHOOD MKTS INC 看跌期权 | $0 | 0.00% | 0 | -10,400 | -100.0% | -$28 | 清仓 |
| APP | APPLOVIN CORP 看跌期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2 | 清仓 |
| CSCO | CISCO SYS INC 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PSQ HOLDINGS INC | $444 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | PAGAYA TECHNOLOGIES LTD | $1,900 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | GABELLI EQUITY TR INC | $2,226 | 0.00% | 317,960 | 317,960 | — | $2,226 | 新建仓 |
| — | ARBE ROBOTICS LTD | $2,455 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | VOLITIONRX LTD | $2,592 | 0.00% | 12,834 | 0 | 0.0% | — | 不变 |
| — | SANGAMO THERAPEUTICS INC | $3,664 | 0.00% | 14,840 | 1,990 | 15.5% | $491 | 加仓 |
| — | SHARPS TECHNOLOGY INC | $4,048 | 0.00% | 110,000 | 10,000 | 10.0% | $368 | 加仓 |
| — | NEXTNRG INC | $5,299 | 0.00% | 13,248 | 13,248 | — | $5,299 | 新建仓 |
| — | ACCURAY INC DEL | $5,477 | 0.00% | 14,112 | 14,112 | — | $5,477 | 新建仓 |
| — | DOCGO INC | $6,905 | 0.00% | 10,976 | 10,976 | — | $6,905 | 新建仓 |
| — | FRACTYL HEALTH INC | $7,567 | 0.00% | 16,528 | -986 | -5.6% | -$451 | 减仓 |
| — | MAXCYTE INC | $7,707 | 0.00% | 10,971 | 10,971 | — | $7,707 | 新建仓 |
| — | ATYR PHARMA INC | $8,196 | 0.00% | 10,508 | 10,508 | — | $8,196 | 新建仓 |
| — | NEUROSENSE THERAPEUTICS LTD | $8,993 | 0.00% | 11,911 | 0 | 0.0% | — | 不变 |
| — | BANZAI INTERNATIONAL INC | $9,645 | 0.00% | 10,141 | 10,141 | — | $9,645 | 新建仓 |
| — | DEFI TECHNOLOGIES INC | $9,688 | 0.00% | 17,534 | -5 | -0.0% | -$3 | 减仓 |
| — | TEADS HLDG CO | $9,764 | 0.00% | 14,825 | 14,825 | — | $9,764 | 新建仓 |
| — | SCYNEXIS INC | $9,782 | 0.00% | 10,669 | -1,964 | -15.5% | -$1,801 | 减仓 |
| — | ZEO ENERGY CORP | $9,918 | 0.00% | 17,278 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC 看涨期权 | $1.04万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | AIRSHIP AI HLDGS INC | $1.06万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | WESTWATER RES INC | $1.14万 | 0.00% | 17,415 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $1.16万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | CASTELLUM INC | $1.20万 | 0.00% | 20,320 | 320 | 1.6% | $189 | 加仓 |
| — | CYTOSORBENTS CORP | $1.21万 | 0.00% | 21,295 | 0 | 0.0% | — | 不变 |
| — | DIGINEX LTD | $1.23万 | 0.00% | 25,602 | 25,602 | — | $1.23万 | 新建仓 |
| — | ONCOLYTICS BIOTECH INC | $1.23万 | 0.00% | 14,545 | 1,215 | 9.1% | $1,031 | 加仓 |
| — | WHEELS UP EXPERIENCE INC | $1.24万 | 0.00% | 23,963 | 4,512 | 23.2% | $2,330 | 重新持有 |
| — | FARADAY FUTURE INTLGT ELEC I | $1.25万 | 0.00% | 45,358 | 45,358 | — | $1.25万 | 新建仓 |
| — | ZEVIA PBC | $1.26万 | 0.00% | 10,763 | 10,763 | — | $1.26万 | 新建仓 |
| — | WM TECHNOLOGY INC | $1.32万 | 0.00% | 20,085 | 20,085 | — | $1.32万 | 新建仓 |
| — | THE BEAUTY HEALTH COMPANY | $1.32万 | 0.00% | 14,885 | -939 | -5.9% | -$836 | 减仓 |
| XRX | XEROX HOLDINGS CORP | $1.36万 | 0.00% | 10,530 | -55,766 | -84.1% | -$7.19万 | 减仓 |
| — | JELD-WEN HLDG INC | $1.46万 | 0.00% | 11,811 | -28,623 | -70.8% | -$3.55万 | 重新持有 |
| POET | POET TECHNOLOGIES INC 看涨期权 | $1.59万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | MILESTONE PHARMACEUTICALS IN | $1.60万 | 0.00% | 13,410 | -10,000 | -42.7% | -$1.19万 | 减仓 |
| — | MFS INTER HIGH INCOME FD | $1.62万 | 0.00% | 10,011 | 10,011 | — | $1.62万 | 新建仓 |
| — | LUCID DIAGNOSTICS INC | $1.66万 | 0.00% | 14,420 | 2,553 | 21.5% | $2,936 | 加仓 |
| LAB | STANDARD BIOTOOLS INC | $1.70万 | 0.00% | 18,468 | -27,567 | -59.9% | -$2.53万 | 减仓 |
| — | HAIN CELESTIAL GROUP INC | $1.72万 | 0.00% | 24,690 | 13,775 | 126.2% | $9,612 | 加仓 |
| — | BIOMEA FUSION INC | $1.84万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | EHEALTH INC | $1.86万 | 0.00% | 14,382 | 14,382 | — | $1.86万 | 新建仓 |
| — | SKYX PLATFORMS CORP | $1.94万 | 0.00% | 17,295 | 17,295 | — | $1.94万 | 新建仓 |
| — | CARDLYTICS INC | $1.94万 | 0.00% | 18,515 | 0 | 0.0% | — | 不变 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $2.16万 | 0.00% | 13,685 | -4,522 | -24.8% | -$7,145 | 减仓 |
| — | SOL STRATEGIES INC | $2.22万 | 0.00% | 22,510 | 22,510 | — | $2.22万 | 新建仓 |
| — | MARKER THERAPEUTICS INC | $2.25万 | 0.00% | 17,312 | 0 | 0.0% | — | 不变 |
| — | COGNITION THERAPEUTICS INC | $2.29万 | 0.00% | 30,204 | 200 | 0.7% | $152 | 加仓 |
| — | RUMBLE INC | $2.30万 | 0.00% | 21,500 | 10,000 | 87.0% | $1.07万 | 加仓 |
| — | DOUGLAS ELLIMAN INC | $2.34万 | 0.00% | 14,290 | 1,919 | 15.5% | $3,147 | 加仓 |
| CINF | CINCINNATI FINL CORP 看跌期权 | $2.46万 | 0.00% | 15,000 | -30,000 | -66.7% | -$4.93万 | 重新持有 |
| — | PRAIRIE OPER CO | $2.47万 | 0.00% | 12,177 | 12,177 | — | $2.47万 | 新建仓 |
| — | COHERUS ONCOLOGY INC | $2.49万 | 0.00% | 14,744 | 14,744 | — | $2.49万 | 新建仓 |
| INFQ | INFLEQTION INC 看涨期权 | $2.55万 | 0.00% | 20,000 | 20,000 | — | $2.55万 | 新建仓 |
| CDE | COEUR MNG INC 看涨期权 | $2.56万 | 0.00% | 20,000 | 20,000 | — | $2.56万 | 新建仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $2.63万 | 0.00% | 33,192 | 12,973 | 64.2% | $1.03万 | 加仓 |
| — | MICROVAST HOLDINGS INC | $2.64万 | 0.00% | 17,608 | -7,889 | -30.9% | -$1.18万 | 减仓 |
| CMTG | CLAROS MTG TR INC | $2.73万 | 0.00% | 11,473 | -10,148 | -46.9% | -$2.42万 | 减仓 |
| — | BRC INC | $2.76万 | 0.00% | 35,546 | 12,538 | 54.5% | $9,732 | 加仓 |