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 |
|---|---|---|---|---|---|---|---|---|
| XCHYX | CALAMOS CONV & HIGH INCOME F | $0 | 0.00% | 0 | -11,970 | -100.0% | -$13.04万 | 清仓 |
| BNTC | BENITEC BIOPHARMA INC | $0 | 0.00% | 0 | -11,586 | -100.0% | -$12.34万 | 清仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $0 | 0.00% | 0 | -11,003 | -100.0% | -$11.82万 | 清仓 |
| — | PENNANTPARK INVT CORP | $0 | 0.00% | 0 | -24,437 | -100.0% | -$10.97万 | 清仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $0 | 0.00% | 0 | -10,270 | -100.0% | -$10.44万 | 清仓 |
| ACTG | ACACIA RESH CORP | $0 | 0.00% | 0 | -20,950 | -100.0% | -$10.08万 | 清仓 |
| — | SABA CAPITAL INCOME & OPPORT | $0 | 0.00% | 0 | -11,944 | -100.0% | -$9.94万 | 清仓 |
| JACK | JACK IN THE BOX INC | $0 | 0.00% | 0 | -10,198 | -100.0% | -$9.86万 | 清仓 |
| EXK | ENDEAVOUR SILVER CORP | $0 | 0.00% | 0 | -10,475 | -100.0% | -$9.75万 | 清仓 |
| — | MFS CHARTER INCOME TR | $0 | 0.00% | 0 | -16,046 | -100.0% | -$9.72万 | 清仓 |
| WB | WEIBO CORP | $0 | 0.00% | 0 | -10,408 | -100.0% | -$9.11万 | 清仓 |
| — | ON24 INC | $0 | 0.00% | 0 | -10,056 | -100.0% | -$8.15万 | 清仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $0 | 0.00% | 0 | -10,494 | -100.0% | -$7.89万 | 清仓 |
| BRW | SABA CAPITAL INCOME & OPRNT | $0 | 0.00% | 0 | -10,807 | -100.0% | -$7.28万 | 清仓 |
| AHRT | AH RLTY TR INC | $0 | 0.00% | 0 | -11,181 | -100.0% | -$6.15万 | 清仓 |
| — | CLEARSIGN TECHNOLOGIES CORP | $0 | 0.00% | 0 | -12,355 | -100.0% | -$5.39万 | 清仓 |
| CDZI | CADIZ INC | $0 | 0.00% | 0 | -10,185 | -100.0% | -$5.00万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $0 | 0.00% | 0 | -10,505 | -100.0% | -$4.94万 | 清仓 |
| — | AURORA CANNABIS INC | $0 | 0.00% | 0 | -12,953 | -100.0% | -$4.24万 | 清仓 |
| — | WILLAMETTE VALLEY VINEYARDS | $0 | 0.00% | 0 | -15,611 | -100.0% | -$4.01万 | 清仓 |
| — | MAIA BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -28,602 | -100.0% | -$4.00万 | 清仓 |
| — | IMMUNIC INC | $0 | 0.00% | 0 | -35,022 | -100.0% | -$3.89万 | 清仓 |
| — | MFS GOVT MKTS INCOME TR | $0 | 0.00% | 0 | -12,782 | -100.0% | -$3.76万 | 清仓 |
| GAU | GALIANO GOLD INC | $0 | 0.00% | 0 | -14,101 | -100.0% | -$3.54万 | 清仓 |
| — | REKOR SYSTEMS INC | $0 | 0.00% | 0 | -37,120 | -100.0% | -$3.04万 | 清仓 |
| — | NEUBERGER R/EST SECS INC FD | $0 | 0.00% | 0 | -10,081 | -100.0% | -$2.86万 | 清仓 |
| CDE | COEUR MNG INC 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.56万 | 清仓 |
| CINF | CINCINNATI FINL CORP 看跌期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$2.46万 | 清仓 |
| — | CARDLYTICS INC | $0 | 0.00% | 0 | -18,515 | -100.0% | -$1.94万 | 清仓 |
| — | SKYX PLATFORMS CORP | $0 | 0.00% | 0 | -17,295 | -100.0% | -$1.94万 | 清仓 |
| — | MFS INTER HIGH INCOME FD | $0 | 0.00% | 0 | -10,011 | -100.0% | -$1.62万 | 清仓 |
| — | WM TECHNOLOGY INC | $0 | 0.00% | 0 | -20,085 | -100.0% | -$1.32万 | 清仓 |
| — | WHEELS UP EXPERIENCE INC | $0 | 0.00% | 0 | -23,963 | -100.0% | -$1.24万 | 清仓 |
| — | ONCOLYTICS BIOTECH INC | $0 | 0.00% | 0 | -14,545 | -100.0% | -$1.23万 | 清仓 |
| — | DIGINEX LTD | $0 | 0.00% | 0 | -25,602 | -100.0% | -$1.23万 | 清仓 |
| — | SCYNEXIS INC | $0 | 0.00% | 0 | -10,669 | -100.0% | -$9,782 | 清仓 |
| — | BANZAI INTERNATIONAL INC | $0 | 0.00% | 0 | -10,141 | -100.0% | -$9,645 | 清仓 |
| — | NEXTNRG INC | $0 | 0.00% | 0 | -13,248 | -100.0% | -$5,299 | 清仓 |
| — | SANGAMO THERAPEUTICS INC | $0 | 0.00% | 0 | -14,840 | -100.0% | -$3,664 | 清仓 |
| — | VOLITIONRX LTD | $0 | 0.00% | 0 | -12,834 | -100.0% | -$2,592 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -317,960 | -100.0% | -$2,226 | 清仓 |
| ARRY | ARRAY TECHNOLOGIES INC 看涨期权 | $1 | 0.00% | 1,000 | 1,000 | — | $1 | 新建仓 |
| FXI | ISHARES TR 看涨期权 | $50 | 0.00% | 5,000 | 5,000 | — | $50 | 新建仓 |
| LLY | ELI LILLY & CO 看跌期权 | $51 | 0.00% | 100 | 100 | — | $51 | 新建仓 |
| NU | NU HLDGS LTD 看涨期权 | $114 | 0.00% | 100 | 100 | — | $114 | 新建仓 |
| EGHT | 8X8 INC NEW 看涨期权 | $150 | 0.00% | 1,500 | 1,500 | — | $150 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW 看涨期权 | $175 | 0.00% | 5,000 | 5,000 | — | $175 | 新建仓 |
| SOUN | SOUNDHOUND AI INC 看涨期权 | $265 | 0.00% | 1,000 | 1,000 | — | $265 | 新建仓 |
| PL | PLANET LABS PBC 看涨期权 | $325 | 0.00% | 1,000 | 1,000 | — | $325 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC 看涨期权 | $362 | 0.00% | 400 | 400 | — | $362 | 新建仓 |
| — | PSQ HOLDINGS INC | $401 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC 看涨期权 | $515 | 0.00% | 1,000 | 1,000 | — | $515 | 新建仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC 看涨期权 | $537 | 0.00% | 2,600 | 2,600 | — | $537 | 新建仓 |
| ADBE | ADOBE INC 看涨期权 | $545 | 0.00% | 100 | 100 | — | $545 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED 看涨期权 | $600 | 0.00% | 3,000 | 3,000 | — | $600 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP 看涨期权 | $600 | 0.00% | 8,000 | 8,000 | — | $600 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC 看涨期权 | $688 | 0.00% | 2,500 | 2,500 | — | $688 | 新建仓 |
| RKLB | ROCKET LAB CORP 看涨期权 | $700 | 0.00% | 200 | 200 | — | $700 | 新建仓 |
| — | COHEN & STEERS QUALITY INCOM | $704 | 0.00% | 47,245 | 47,245 | — | $704 | 新建仓 |
| PATH | UIPATH INC 看涨期权 | $715 | 0.00% | 700 | 700 | — | $715 | 新建仓 |
| ASTS | AST SPACEMOBILE INC 看涨期权 | $753 | 0.00% | 500 | 500 | — | $753 | 新建仓 |
| SONY | SONY GROUP CORP 看涨期权 | $1,000 | 0.00% | 20,000 | 20,000 | — | $1,000 | 新建仓 |
| PEP | PEPSICO INC 看涨期权 | $1,078 | 0.00% | 2,800 | 2,800 | — | $1,078 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $1,121 | 0.00% | 1,200 | 1,200 | — | $1,121 | 新建仓 |
| NOK | NOKIA CORP 看涨期权 | $1,406 | 0.00% | 1,100 | 1,100 | — | $1,406 | 新建仓 |
| — | ARBE ROBOTICS LTD | $1,455 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC 看涨期权 | $1,642 | 0.00% | 1,400 | 1,400 | — | $1,642 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $1,715 | 0.00% | 1,800 | 1,800 | — | $1,715 | 新建仓 |
| RBLX | ROBLOX CORP 看涨期权 | $2,065 | 0.00% | 200 | 200 | — | $2,065 | 新建仓 |
| RUN | SUNRUN INC 看涨期权 | $2,150 | 0.00% | 2,500 | 2,500 | — | $2,150 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看涨期权 | $2,220 | 0.00% | 300 | 300 | — | $2,220 | 新建仓 |
| ABBV | ABBVIE INC 看跌期权 | $2,250 | 0.00% | 6,000 | 6,000 | — | $2,250 | 新建仓 |
| NFLX | NETFLIX INC. 看涨期权 | $2,524 | 0.00% | 4,800 | 4,800 | — | $2,524 | 新建仓 |
| — | WARNER BROS DISCOVERY INC 看涨期权 | $2,738 | 0.00% | 2,500 | 2,500 | — | $2,738 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC 看涨期权 | $2,775 | 0.00% | 500 | 500 | — | $2,775 | 新建仓 |
| — | AMERICAN RES CORP 看涨期权 | $3,000 | 0.00% | 5,000 | 5,000 | — | $3,000 | 新建仓 |
| QS | QUANTUMSCAPE CORP 看涨期权 | $3,010 | 0.00% | 2,000 | 2,000 | — | $3,010 | 新建仓 |
| SLB | SLB LIMITED 看涨期权 | $3,135 | 0.00% | 7,700 | 7,700 | — | $3,135 | 新建仓 |
| MP | MP MATERIALS CORP 看涨期权 | $3,175 | 0.00% | 100 | 100 | — | $3,175 | 新建仓 |
| — | SKYAI INC | $3,278 | 0.00% | 110,000 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC 看涨期权 | $3,315 | 0.00% | 600 | 600 | — | $3,315 | 新建仓 |
| — | HYPERSCALE DATA INC | $3,319 | 0.00% | 23,587 | 23,587 | — | $3,319 | 新建仓 |
| GOOG | ALPHABET INC 看跌期权 | $3,640 | 0.00% | 4,000 | 4,000 | — | $3,640 | 新建仓 |
| — | PAGAYA TECHNOLOGIES LTD | $3,675 | 0.00% | 70,000 | 20,000 | 40.0% | $1,050 | 加仓 |
| USAR | USA RARE EARTH INC 看涨期权 | $4,125 | 0.00% | 1,100 | 1,100 | — | $4,125 | 新建仓 |
| UNG | UNITED STS NAT GAS FD LP | $4,161 | 0.00% | 355 | 355 | — | $4,161 | 新建仓 |
| — | EXXON MOBIL CORP 看跌期权 | $4,258 | 0.00% | 1,300 | 1,300 | — | $4,258 | 新建仓 |
| — | PICARD MEDICAL INC | $4,387 | 0.00% | 26,832 | 26,832 | — | $4,387 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC 看涨期权 | $4,400 | 0.00% | 500 | 500 | — | $4,400 | 新建仓 |
| JPM | JPMORGAN CHASE & CO 看跌期权 | $5,355 | 0.00% | 900 | 900 | — | $5,355 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC 看涨期权 | $6,300 | 0.00% | 2,000 | 2,000 | — | $6,300 | 新建仓 |
| NFLX | NETFLIX INC. 看跌期权 | $6,300 | 0.00% | 2,000 | 2,000 | — | $6,300 | 新建仓 |
| JETS | ETF SER SOLUTIONS 看跌期权 | $6,700 | 0.00% | 10,000 | 10,000 | — | $6,700 | 新建仓 |
| ORCL | ORACLE CORP 看涨期权 | $6,705 | 0.00% | 300 | 300 | — | $6,705 | 新建仓 |
| ACHR | ARCHER AVIATION INC 看涨期权 | $6,750 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ARRIVE AI INC | $6,976 | 0.00% | 16,262 | 16,262 | — | $6,976 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A 看涨期权 | $7,000 | 0.00% | 50,000 | 50,000 | — | $7,000 | 新建仓 |
| — | CYTOSORBENTS CORP | $7,090 | 0.00% | 18,956 | -2,339 | -11.0% | -$875 | 减仓 |
| COP | CONOCOPHILLIPS 看涨期权 | $7,200 | 0.00% | 1,000 | 1,000 | — | $7,200 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO 看涨期权 | $7,875 | 0.00% | 500 | 500 | — | $7,875 | 新建仓 |