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 |
|---|---|---|---|---|---|---|---|---|
| STEP | STEPSTONE GROUP INC | $117.21万 | 0.00% | 24,561 | -25,587 | -51.0% | -$122.10万 | 减仓 |
| NCNO | NCINO INC | $117.55万 | 0.00% | 78,474 | 57,424 | 272.8% | $86.02万 | 加仓 |
| FER | FERROVIAL SE | $117.60万 | 0.00% | 18,078 | 10,596 | 141.6% | $68.93万 | 加仓 |
| KMPR | KEMPER CORP | $117.67万 | 0.00% | 38,503 | 23,090 | 149.8% | $70.56万 | 加仓 |
| ISCG | ISHARES TR | $117.74万 | 0.00% | 21,485 | 234 | 1.1% | $1.28万 | 加仓 |
| XPEL | XPEL INC | $117.80万 | 0.00% | 26,616 | 11,788 | 79.5% | $52.17万 | 加仓 |
| MAC | MACERICH CO | $118.30万 | 0.00% | 62,593 | -83,272 | -57.1% | -$157.38万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $118.39万 | 0.00% | 48,481 | -15,013 | -23.6% | -$36.66万 | 减仓 |
| URA | GLOBAL X FDS | $118.40万 | 0.00% | 24,448 | 3,792 | 18.4% | $18.36万 | 加仓 |
| CVLG | COVENANT LOGISTICS GROUP INC | $118.45万 | 0.00% | 43,629 | 5,444 | 14.3% | $14.78万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $118.50万 | 0.00% | 23,212 | 356 | 1.6% | $1.82万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $118.52万 | 0.00% | 11,671 | 924 | 8.6% | $9.38万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $118.56万 | 0.00% | 30,424 | 2,921 | 10.6% | $11.38万 | 加仓 |
| SN | SHARKNINJA INC | $118.62万 | 0.00% | 11,201 | 4,159 | 59.1% | $44.04万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $118.68万 | 0.00% | 14,678 | 2,677 | 22.3% | $21.65万 | 加仓 |
| ASH | ASHLAND INC | $118.79万 | 0.00% | 21,362 | -1,807 | -7.8% | -$10.05万 | 减仓 |
| ONT | MONTROSE ENVIRONMENTAL GROUP | $118.91万 | 0.00% | 54,323 | -1,023 | -1.8% | -$2.24万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $118.91万 | 0.00% | 9,410 | 1,447 | 18.2% | $18.29万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $118.99万 | 0.00% | 25,795 | 25,795 | — | $118.99万 | 新建仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $119.00万 | 0.00% | 45,333 | -9,504 | -17.3% | -$24.95万 | 减仓 |
| UUUU | ENERGY FUELS INC | $119.12万 | 0.00% | 65,270 | -3,627 | -5.3% | -$6.62万 | 减仓 |
| RAL | RALLIANT CORP | $119.66万 | 0.00% | 28,770 | 3,352 | 13.2% | $13.94万 | 加仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $119.91万 | 0.00% | 95,167 | -20,729 | -17.9% | -$26.12万 | 减仓 |
| BCI | ABRDN ETFS | $119.97万 | 0.00% | 49,391 | -4,702 | -8.7% | -$11.42万 | 减仓 |
| — | RBB FD INC | $120.34万 | 0.00% | 42,589 | -1,225 | -2.8% | -$3.46万 | 减仓 |
| HGV | HILTON GRAND VACATIONS INC | $120.54万 | 0.00% | 30,813 | 1,742 | 6.0% | $6.81万 | 加仓 |
| — | KALVISTA PHARMACEUTICALS INC | $120.75万 | 0.00% | 59,986 | 15,904 | 36.1% | $32.01万 | 加仓 |
| ARKQ | ARK ETF TR | $121.02万 | 0.00% | 10,762 | 1,461 | 15.7% | $16.43万 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $121.18万 | 0.00% | 55,233 | 27,593 | 99.8% | $60.54万 | 加仓 |
| EMA | EMERA INC | $121.21万 | 0.00% | 23,381 | 23,381 | — | $121.21万 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $121.25万 | 0.00% | 40,812 | 873 | 2.2% | $2.59万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $121.62万 | 0.00% | 27,629 | 234 | 0.9% | $1.03万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $121.66万 | 0.00% | 30,972 | 6,242 | 25.2% | $24.52万 | 加仓 |
| EWZ | ISHARES INC | $121.73万 | 0.00% | 31,709 | 15,673 | 97.7% | $60.17万 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC | $121.84万 | 0.00% | 65,645 | 10,379 | 18.8% | $19.26万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $122.01万 | 0.00% | 177,591 | 16,054 | 9.9% | $11.03万 | 加仓 |
| ATEX | ANTERIX INC | $122.07万 | 0.00% | 31,964 | 1,185 | 3.9% | $4.53万 | 加仓 |
| IYC | ISHARES TR | $122.41万 | 0.00% | 12,630 | -395 | -3.0% | -$3.83万 | 减仓 |
| CNMD | CONMED CORP | $122.52万 | 0.00% | 34,648 | 19,576 | 129.9% | $69.22万 | 加仓 |
| AMPL | AMPLITUDE INC | $122.76万 | 0.00% | 180,002 | 109,603 | 155.7% | $74.75万 | 加仓 |
| CG | CARLYLE GROUP INC | $122.81万 | 0.00% | 25,378 | 6,557 | 34.8% | $31.73万 | 加仓 |
| DAVE | DAVE INC | $122.91万 | 0.00% | 7,060 | 2,086 | 41.9% | $36.32万 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $122.94万 | 0.00% | 150,479 | -25,955 | -14.7% | -$21.21万 | 减仓 |
| NUS | NU SKIN ENTERPRISES INC | $123.20万 | 0.00% | 169,235 | 67,106 | 65.7% | $48.85万 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $123.39万 | 0.00% | 11,922 | 2,827 | 31.1% | $29.26万 | 加仓 |
| IYR | ISHARES TR | $123.44万 | 0.00% | 13,054 | 286 | 2.2% | $2.70万 | 加仓 |
| HUT | HUT 8 CORP | $123.47万 | 0.00% | 26,320 | 7,386 | 39.0% | $34.65万 | 加仓 |
| MSA | MSA SAFETY INC | $123.57万 | 0.00% | 7,537 | 1,684 | 28.8% | $27.61万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $123.68万 | 0.00% | 239,222 | 10,431 | 4.6% | $5.39万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $123.92万 | 0.00% | 46,014 | 9,588 | 26.3% | $25.82万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $123.93万 | 0.00% | 23,494 | 10,892 | 86.4% | $57.46万 | 加仓 |
| PLPC | PREFORMED LINE PRODS CO | $124.25万 | 0.00% | 4,589 | 2,039 | 80.0% | $55.21万 | 加仓 |
| LPG | DORIAN LPG LTD | $124.27万 | 0.00% | 36,336 | 9,243 | 34.1% | $31.61万 | 加仓 |
| WSFS | WSFS FINL CORP | $124.32万 | 0.00% | 18,992 | -10,756 | -36.2% | -$70.41万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $124.88万 | 0.00% | 37,089 | 7,975 | 27.4% | $26.85万 | 加仓 |
| XME | SPDR SERIES TRUST | $124.92万 | 0.00% | 11,565 | 3,021 | 35.4% | $32.63万 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $125.41万 | 0.00% | 9,602 | 2,667 | 38.5% | $34.83万 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $125.42万 | 0.00% | 24,263 | 4,010 | 19.8% | $20.73万 | 加仓 |
| DMXF | ISHARES TR | $125.46万 | 0.00% | 16,628 | -382 | -2.2% | -$2.88万 | 减仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $125.57万 | 0.00% | 37,595 | 6,242 | 19.9% | $20.85万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $125.96万 | 0.00% | 29,043 | 1,915 | 7.1% | $8.31万 | 加仓 |
| DTCR | GLOBAL X FDS | $125.99万 | 0.00% | 52,585 | 4,076 | 8.4% | $9.77万 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $126.10万 | 0.00% | 13,465 | 3,531 | 35.5% | $33.07万 | 加仓 |
| VRRM | VERRA MOBILITY CORP | $126.34万 | 0.00% | 88,414 | 41,816 | 89.7% | $59.76万 | 加仓 |
| AI | C3 AI INC | $126.43万 | 0.00% | 150,151 | 52,679 | 54.0% | $44.36万 | 加仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $126.43万 | 0.00% | 121,338 | 36,974 | 43.8% | $38.53万 | 加仓 |
| LAD | LITHIA MTRS INC | $127.14万 | 0.00% | 5,091 | 1,036 | 25.5% | $25.87万 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $127.33万 | 0.00% | 38,927 | 1,323 | 3.5% | $4.33万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $127.36万 | 0.00% | 39,887 | -33 | -0.1% | -$1,054 | 减仓 |
| CABO | CABLE ONE INC | $127.41万 | 0.00% | 13,969 | 4,894 | 53.9% | $44.64万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $127.46万 | 0.00% | 41,983 | 22,470 | 115.2% | $68.22万 | 加仓 |
| EWC | ISHARES INC | $127.72万 | 0.00% | 23,310 | 6,132 | 35.7% | $33.60万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $127.86万 | 0.00% | 11,906 | 461 | 4.0% | $4.95万 | 加仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $127.87万 | 0.00% | 14,631 | -3,490 | -19.3% | -$30.50万 | 减仓 |
| TSBK | TIMBERLAND BANCORP INC | $127.93万 | 0.00% | 32,444 | -8,137 | -20.1% | -$32.08万 | 减仓 |
| EEMA | ISHARES INC | $127.94万 | 0.00% | 13,364 | 2,137 | 19.0% | $20.46万 | 加仓 |
| ACWV | ISHARES INC | $128.51万 | 0.00% | 10,753 | 1,962 | 22.3% | $23.45万 | 加仓 |
| NEOG | NEOGEN CORP | $128.72万 | 0.00% | 138,559 | 32,732 | 30.9% | $30.41万 | 加仓 |
| REX | REX AMERICAN RES CORP | $128.72万 | 0.00% | 28,247 | 2,526 | 9.8% | $11.51万 | 加仓 |
| MGRC | MCGRATH RENTCORP | $129.25万 | 0.00% | 11,720 | 4,674 | 66.3% | $51.54万 | 加仓 |
| FSK | FS KKR CAP CORP | $129.31万 | 0.00% | 127,027 | 17,682 | 16.2% | $18.00万 | 加仓 |
| WRBY | WARBY PARKER INC | $129.52万 | 0.00% | 61,470 | 33,958 | 123.4% | $71.55万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $129.83万 | 0.00% | 17,861 | 3,016 | 20.3% | $21.92万 | 加仓 |
| RPD | RAPID7 INC | $130.53万 | 0.00% | 236,890 | 100,194 | 73.3% | $55.21万 | 加仓 |
| KRE | SPDR SERIES TRUST | $130.62万 | 0.00% | 20,049 | 1,618 | 8.8% | $10.54万 | 加仓 |
| TFSL | TFS FINL CORP | $130.66万 | 0.00% | 92,995 | -7,978 | -7.9% | -$11.21万 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC | $130.73万 | 0.00% | 147,220 | -58,856 | -28.6% | -$52.26万 | 减仓 |
| ELF | E L F BEAUTY INC | $130.74万 | 0.00% | 21,570 | 7,101 | 49.1% | $43.04万 | 加仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $131.13万 | 0.00% | 58,464 | -67,612 | -53.6% | -$151.65万 | 减仓 |
| YOU | CLEAR SECURE INC | $131.42万 | 0.00% | 27,148 | 9,806 | 56.5% | $47.47万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $131.46万 | 0.00% | 6,451 | -2,685 | -29.4% | -$54.72万 | 减仓 |
| FRDM | EA SERIES TRUST | $131.68万 | 0.00% | 24,095 | 3,671 | 18.0% | $20.06万 | 加仓 |
| CROX | CROCS INC | $131.73万 | 0.00% | 15,867 | -4,085 | -20.5% | -$33.91万 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $131.79万 | 0.00% | 32,349 | 18,044 | 126.1% | $73.51万 | 加仓 |
| — | VIRTUS ETF TR II | $131.89万 | 0.00% | 57,195 | -1,082 | -1.9% | -$2.50万 | 减仓 |
| EPI | WISDOMTREE TR | $132.38万 | 0.00% | 32,447 | -1,705 | -5.0% | -$6.96万 | 减仓 |
| MLAB | MESA LABS INC | $132.58万 | 0.00% | 14,994 | 2,557 | 20.6% | $22.61万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $132.87万 | 0.00% | 35,189 | -10,655 | -23.2% | -$40.23万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $132.95万 | 0.00% | 23,073 | -7,314 | -24.1% | -$42.14万 | 减仓 |
| IHF | ISHARES TR | $132.96万 | 0.00% | 31,771 | -1,013 | -3.1% | -$4.24万 | 减仓 |