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 |
|---|---|---|---|---|---|---|---|---|
| VPLS | VANGUARD MALVERN FDS | $113.99万 | 0.00% | 14,694 | 9,487 | 182.2% | $73.60万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $114.16万 | 0.00% | 22,660 | 646 | 2.9% | $3.25万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $114.46万 | 0.00% | 26,084 | -455 | -1.7% | -$2.00万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $114.62万 | 0.00% | 29,770 | 4,469 | 17.7% | $17.21万 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $114.62万 | 0.00% | 101,165 | 16,053 | 18.9% | $18.19万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $114.72万 | 0.00% | 60,794 | 936 | 1.6% | $1.77万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $114.91万 | 0.00% | 48,856 | 6,248 | 14.7% | $14.70万 | 加仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $114.91万 | 0.00% | 26,212 | 14,450 | 122.9% | $63.35万 | 加仓 |
| GMF | SPDR INDEX SHS FDS | $114.93万 | 0.00% | 7,322 | 4 | 0.1% | $628 | 加仓 |
| AMPL | AMPLITUDE INC | $114.97万 | 0.00% | 150,282 | -29,720 | -16.5% | -$22.74万 | 减仓 |
| WTAI | WISDOMTREE TR | $115.16万 | 0.00% | 24,260 | 179 | 0.7% | $8,497 | 加仓 |
| FROG | JFROG LTD | $115.23万 | 0.00% | 12,679 | 1,404 | 12.5% | $12.76万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $115.40万 | 0.00% | 30,383 | -6,627 | -17.9% | -$25.17万 | 减仓 |
| TU | TELUS CORPORATION | $115.78万 | 0.00% | 109,534 | -2,461 | -2.2% | -$2.60万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $115.85万 | 0.00% | 21,921 | 6,567 | 42.8% | $34.71万 | 加仓 |
| IBN | ICICI BANK LIMITED | $116.01万 | 0.00% | 39,962 | -1,263 | -3.1% | -$3.67万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $116.31万 | 0.00% | 44,819 | -1,621 | -3.5% | -$4.21万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $116.36万 | 0.00% | 6,005 | 605 | 11.2% | $11.72万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $116.48万 | 0.00% | 109,785 | 25,399 | 30.1% | $26.95万 | 加仓 |
| LCII | LCI INDS | $116.55万 | 0.00% | 11,008 | -9,023 | -45.0% | -$95.54万 | 减仓 |
| NEWT | NEWTEKONE INC | $116.83万 | 0.00% | 78,886 | 20,654 | 35.5% | $30.59万 | 加仓 |
| VVV | VALVOLINE INC | $116.85万 | 0.00% | 29,553 | 1,499 | 5.3% | $5.93万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $116.96万 | 0.00% | 6,943 | 561 | 8.8% | $9.45万 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $117.19万 | 0.00% | 281,710 | 76,159 | 37.1% | $31.68万 | 加仓 |
| OIS | OIL STS INTL INC | $117.20万 | 0.00% | 146,316 | -11,493 | -7.3% | -$9.21万 | 减仓 |
| GSHD | GOOSEHEAD INS INC | $117.52万 | 0.00% | 24,230 | 13,600 | 127.9% | $65.96万 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $117.56万 | 0.00% | 35,241 | 7,444 | 26.8% | $24.83万 | 加仓 |
| ALMS | ALUMIS INC | $117.68万 | 0.00% | 41,818 | 735 | 1.8% | $2.07万 | 加仓 |
| EPI | WISDOMTREE TR | $117.87万 | 0.00% | 27,553 | -4,894 | -15.1% | -$20.94万 | 减仓 |
| CALY | CALLAWAY GOLF CO | $117.89万 | 0.00% | 62,742 | 7,270 | 13.1% | $13.66万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $117.93万 | 0.00% | 108,788 | -414,490 | -79.2% | -$449.31万 | 减仓 |
| IBTL | ISHARES TR | $117.97万 | 0.00% | 58,431 | -20,088 | -25.6% | -$40.56万 | 减仓 |
| XHB | SPDR SERIES TRUST | $118.46万 | 0.00% | 10,251 | 386 | 3.9% | $4.46万 | 加仓 |
| FUTU | FUTU HLDGS LTD | $118.49万 | 0.00% | 12,640 | -846 | -6.3% | -$7.93万 | 减仓 |
| ABSI | ABSCI CORPORATION | $118.59万 | 0.00% | 102,320 | 5,036 | 5.2% | $5.84万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $118.66万 | 0.00% | 6,644 | -2,497 | -27.3% | -$44.60万 | 减仓 |
| AMN | AMN HEALTHCARE SVCS INC | $118.71万 | 0.00% | 36,673 | 12,001 | 48.6% | $38.85万 | 加仓 |
| CRSR | CORSAIR GAMING INC | $118.82万 | 0.00% | 122,878 | 21,061 | 20.7% | $20.37万 | 加仓 |
| UFCS | UNITED FIRE GROUP INC | $118.84万 | 0.00% | 22,663 | 2,404 | 11.9% | $12.61万 | 加仓 |
| LTM | LATAM AIRLINES GROUP SA | $119.06万 | 0.00% | 20,432 | 10,107 | 97.9% | $58.89万 | 加仓 |
| QDF | FLEXSHARES TR | $119.43万 | 0.00% | 13,282 | 360 | 2.8% | $3.24万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $119.44万 | 0.00% | 58,179 | -75,509 | -56.5% | -$155.02万 | 减仓 |
| CLB | CORE LABORATORIES INC | $119.77万 | 0.00% | 102,806 | 40,335 | 64.6% | $46.99万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $119.78万 | 0.00% | 8,187 | -2,476 | -23.2% | -$36.22万 | 减仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $120.23万 | 0.00% | 36,511 | -1,084 | -2.9% | -$3.57万 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $120.29万 | 0.00% | 28,519 | -3,830 | -11.8% | -$16.15万 | 减仓 |
| MQ | MARQETA INC | $120.49万 | 0.00% | 296,769 | -273,524 | -48.0% | -$111.05万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $120.54万 | 0.00% | 46,041 | -2,573 | -5.3% | -$6.74万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $120.73万 | 0.00% | 108,275 | 58,136 | 115.9% | $64.82万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $121.02万 | 0.00% | 138,229 | 17,538 | 14.5% | $15.35万 | 加仓 |
| PICK | ISHARES INC | $121.03万 | 0.00% | 20,814 | 110 | 0.5% | $6,397 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $121.10万 | 0.00% | 7,342 | 661 | 9.9% | $10.90万 | 加仓 |
| RDW | REDWIRE CORPORATION | $121.25万 | 0.00% | 99,143 | 51,963 | 110.1% | $63.55万 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC | $121.29万 | 0.00% | 29,325 | 1,714 | 6.2% | $7.09万 | 加仓 |
| BANC | BANC OF CALIFORNIA INC | $121.80万 | 0.00% | 59,616 | -3,709 | -5.9% | -$7.58万 | 减仓 |
| IYC | ISHARES TR | $121.90万 | 0.00% | 12,057 | -573 | -4.5% | -$5.79万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $121.93万 | 0.00% | 34,493 | 14,090 | 69.1% | $49.81万 | 加仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $122.01万 | 0.00% | 154,059 | 20,774 | 15.6% | $16.45万 | 加仓 |
| SDGR | SCHRODINGER INC | $122.15万 | 0.00% | 75,171 | 30,661 | 68.9% | $49.82万 | 加仓 |
| SIL | GLOBAL X FDS | $122.52万 | 0.00% | 15,817 | -16 | -0.1% | -$1,239 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $122.58万 | 0.00% | 30,103 | -869 | -2.8% | -$3.54万 | 减仓 |
| FRMI | FERMI INC | $122.64万 | 0.00% | 133,883 | 104,013 | 348.2% | $95.28万 | 加仓 |
| RGEN | REPLIGEN CORP | $123.30万 | 0.00% | 9,037 | 2,252 | 33.2% | $30.73万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $123.32万 | 0.00% | 20,455 | 687 | 3.5% | $4.14万 | 加仓 |
| — | FUNDX INVT TR | $123.77万 | 0.00% | 13,661 | 171 | 1.3% | $1.55万 | 加仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $124.07万 | 0.00% | 37,081 | 1,114 | 3.1% | $3.73万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $124.31万 | 0.00% | 148,519 | 80,586 | 118.6% | $67.45万 | 加仓 |
| — | ISHARES TR | $124.33万 | 0.00% | 21,457 | 130 | 0.6% | $7,533 | 加仓 |
| ETSY | ETSY INC | $124.42万 | 0.00% | 16,517 | -577 | -3.4% | -$4.35万 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $125.32万 | 0.00% | 23,311 | 1,928 | 9.0% | $10.36万 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $125.38万 | 0.00% | 72,430 | -831 | -1.1% | -$1.44万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $125.38万 | 0.00% | 8,263 | 21 | 0.3% | $3,186 | 加仓 |
| — | SKYWATER TECHNOLOGY INC | $125.40万 | 0.00% | 36,012 | -2,020 | -5.3% | -$7.03万 | 减仓 |
| BORR | BORR DRILLING LTD | $125.50万 | 0.00% | 303,885 | -1,006 | -0.3% | -$4,155 | 减仓 |
| ASH | ASHLAND INC | $125.51万 | 0.00% | 19,049 | -2,313 | -10.8% | -$15.24万 | 减仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $125.57万 | 0.00% | 53,848 | 6,899 | 14.7% | $16.09万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $125.74万 | 0.00% | 10,266 | 856 | 9.1% | $10.48万 | 加仓 |
| FLYW | FLYWIRE CORPORATION | $125.98万 | 0.00% | 71,699 | 8,263 | 13.0% | $14.52万 | 加仓 |
| TRU | TRANSUNION | $125.98万 | 0.00% | 17,463 | -17,800 | -50.5% | -$128.41万 | 减仓 |
| WTPI | WISDOMTREE TR | $126.03万 | 0.00% | 38,434 | 4,059 | 11.8% | $13.31万 | 加仓 |
| FBNC | FIRST BANCORP N C | $126.34万 | 0.00% | 19,762 | 42 | 0.2% | $2,685 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $126.35万 | 0.00% | 33,179 | 5,557 | 20.1% | $21.16万 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $126.60万 | 0.00% | 86,710 | 2,908 | 3.5% | $4.25万 | 加仓 |
| ANAB | ANAPTYSBIO INC | $126.72万 | 0.00% | 18,773 | 1,937 | 11.5% | $13.07万 | 加仓 |
| SUI | SUN CMNTYS INC | $127.32万 | 0.00% | 10,618 | -3,060 | -22.4% | -$36.69万 | 减仓 |
| AGL | AGILON HEALTH INC | $127.37万 | 0.00% | 11,884 | 1,728 | 17.0% | $18.52万 | 加仓 |
| QNST | QUINSTREET INC | $128.02万 | 0.00% | 87,384 | -2,133 | -2.4% | -$3.12万 | 减仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $128.36万 | 0.00% | 45,455 | 11,051 | 32.1% | $31.21万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $128.60万 | 0.00% | 18,749 | -8,616 | -31.5% | -$59.10万 | 减仓 |
| ABCB | AMERIS BANCORP | $128.78万 | 0.00% | 14,267 | 601 | 4.4% | $5.42万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $129.10万 | 0.00% | 15,072 | 693 | 4.8% | $5.94万 | 加仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $129.17万 | 0.00% | 49,528 | 4,195 | 9.3% | $10.94万 | 加仓 |
| CERT | CERTARA INC | $129.19万 | 0.00% | 197,230 | 118,313 | 149.9% | $77.49万 | 加仓 |
| VNOM | VIPER ENERGY INC | $129.31万 | 0.00% | 30,498 | 2,026 | 7.1% | $8.59万 | 加仓 |
| BCH | BANCO DE CHILE | $129.40万 | 0.00% | 32,544 | 4,114 | 14.5% | $16.36万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $129.45万 | 0.00% | 21,827 | 2,041 | 10.3% | $12.10万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $129.60万 | 0.00% | 28,810 | -233 | -0.8% | -$1.05万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $129.75万 | 0.00% | 11,400 | -506 | -4.2% | -$5.76万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $130.03万 | 0.00% | 40,648 | 761 | 1.9% | $2.43万 | 加仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $130.10万 | 0.00% | 81,979 | 42,972 | 110.2% | $68.20万 | 加仓 |