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 |
|---|---|---|---|---|---|---|---|---|
| BANF | BANCFIRST CORP | $133.18万 | 0.00% | 12,275 | -504 | -3.9% | -$5.47万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $133.32万 | 0.00% | 10,663 | 32 | 0.3% | $4,001 | 加仓 |
| ENIC | ENEL CHILE SA | $133.56万 | 0.00% | 338,991 | 22,266 | 7.0% | $8.77万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $133.68万 | 0.00% | 89,779 | -17,936 | -16.7% | -$26.71万 | 减仓 |
| SBR | SABINE RTY TR | $133.77万 | 0.00% | 17,834 | 115 | 0.6% | $8,626 | 加仓 |
| VNOM | VIPER ENERGY INC | $133.79万 | 0.00% | 28,472 | -976 | -3.3% | -$4.59万 | 减仓 |
| PUMP | PROPETRO HLDG CORP | $134.03万 | 0.00% | 93,014 | 28,530 | 44.2% | $41.11万 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $134.06万 | 0.00% | 13,149 | 675 | 5.4% | $6.88万 | 加仓 |
| ABM | ABM INDS INC | $134.07万 | 0.00% | 34,807 | -2,346 | -6.3% | -$9.04万 | 减仓 |
| NWL | NEWELL BRANDS INC | $134.10万 | 0.00% | 390,975 | 55,549 | 16.6% | $19.05万 | 加仓 |
| PEN | PENUMBRA INC | $134.30万 | 0.00% | 4,090 | 106 | 2.7% | $3.48万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $134.87万 | 0.00% | 22,561 | 8,207 | 57.2% | $49.06万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $135.20万 | 0.00% | 12,363 | -209 | -1.7% | -$2.29万 | 减仓 |
| EMBJ | EMBRAER S.A. | $135.29万 | 0.00% | 22,800 | 3,142 | 16.0% | $18.64万 | 加仓 |
| — | VANECK ETF TRUST | $135.32万 | 0.00% | 5,394 | -288 | -5.1% | -$7.23万 | 减仓 |
| AIN | ALBANY INTL CORP | $135.33万 | 0.00% | 25,920 | 5,554 | 27.3% | $29.00万 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $135.70万 | 0.00% | 154,727 | 22,320 | 16.9% | $19.57万 | 加仓 |
| CHCO | CITY HLDG CO | $135.78万 | 0.00% | 11,361 | -510 | -4.3% | -$6.10万 | 减仓 |
| IBDW | ISHARES TR | $136.00万 | 0.00% | 64,978 | 18,335 | 39.3% | $38.38万 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $136.25万 | 0.00% | 44,732 | 7,504 | 20.2% | $22.86万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $136.29万 | 0.00% | 18,323 | 7,323 | 66.6% | $54.47万 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $137.14万 | 0.00% | 6,681 | 706 | 11.8% | $14.49万 | 加仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $137.25万 | 0.00% | 32,001 | -1,862 | -5.5% | -$7.99万 | 减仓 |
| TMP | TOMPKINS FINL CORP | $137.40万 | 0.00% | 17,427 | -348 | -2.0% | -$2.74万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $137.66万 | 0.00% | 92,021 | 22,021 | 31.5% | $32.94万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $137.70万 | 0.00% | 45,134 | 3,651 | 8.8% | $11.14万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $138.25万 | 0.00% | 25,173 | -4,952 | -16.4% | -$27.20万 | 减仓 |
| UPST | UPSTART HLDGS INC | $138.29万 | 0.00% | 53,914 | 8,524 | 18.8% | $21.86万 | 加仓 |
| CARE | CARTER BANKSHARES INC | $138.50万 | 0.00% | 59,393 | 19,169 | 47.7% | $44.70万 | 加仓 |
| WLY | WILEY JOHN & SONS INC | $138.69万 | 0.00% | 36,401 | 27,079 | 290.5% | $103.17万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $138.99万 | 0.00% | 29,248 | 19,037 | 186.4% | $90.46万 | 加仓 |
| CCNE | CNB FINL CORP PA | $139.13万 | 0.00% | 48,044 | 2,072 | 4.5% | $6.00万 | 加仓 |
| DXJ | WISDOMTREE TR | $139.24万 | 0.00% | 8,781 | 530 | 6.4% | $8.40万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $139.27万 | 0.00% | 46,440 | 5,663 | 13.9% | $16.98万 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $139.32万 | 0.00% | 27,982 | -916 | -3.2% | -$4.56万 | 减仓 |
| AGI | ALAMOS GOLD INC | $139.42万 | 0.00% | 31,379 | 2,584 | 9.0% | $11.48万 | 加仓 |
| CAI | CARIS LIFE SCIENCES INC | $139.46万 | 0.00% | 77,998 | -71,858 | -48.0% | -$128.48万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $139.62万 | 0.00% | 86,772 | 25,183 | 40.9% | $40.52万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $139.73万 | 0.00% | 11,961 | 4,276 | 55.6% | $49.95万 | 加仓 |
| CAL | CALERES INC | $139.75万 | 0.00% | 132,587 | 28,429 | 27.3% | $29.96万 | 加仓 |
| FG | F&G ANNUITIES & LIFE INC | $139.77万 | 0.00% | 55,203 | 31,625 | 134.1% | $80.07万 | 加仓 |
| — | DBX ETF TR | $139.90万 | 0.00% | 23,717 | 1,513 | 6.8% | $8.92万 | 加仓 |
| SR | SPIRE INC | $140.03万 | 0.00% | 15,466 | 4,413 | 39.9% | $39.96万 | 加仓 |
| IMAX | IMAX CORP | $140.06万 | 0.00% | 36,848 | 4,331 | 13.3% | $16.46万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $140.33万 | 0.00% | 54,222 | 908 | 1.7% | $2.35万 | 加仓 |
| TILE | INTERFACE INC | $140.67万 | 0.00% | 56,447 | 21,077 | 59.6% | $52.52万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $141.07万 | 0.00% | 57,463 | 22,234 | 63.1% | $54.58万 | 加仓 |
| GDOT | GREEN DOT CORP | $141.14万 | 0.00% | 125,790 | 39,206 | 45.3% | $43.99万 | 加仓 |
| BAP | CREDICORP LTD | $141.20万 | 0.00% | 4,163 | 33 | 0.8% | $1.12万 | 加仓 |
| RNG | RINGCENTRAL INC | $141.37万 | 0.00% | 38,012 | 18,993 | 99.9% | $70.64万 | 加仓 |
| CVBF | CVB FINL CORP | $141.68万 | 0.00% | 73,068 | -30,575 | -29.5% | -$59.28万 | 减仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $141.84万 | 0.00% | 24,078 | 1,514 | 6.7% | $8.92万 | 加仓 |
| HNI | HNI CORP | $141.91万 | 0.00% | 42,500 | -14,333 | -25.2% | -$47.86万 | 减仓 |
| AIR | AAR CORP | $142.01万 | 0.00% | 12,974 | 6,089 | 88.4% | $66.65万 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $142.21万 | 0.00% | 74,069 | 13,303 | 21.9% | $25.54万 | 加仓 |
| SIL | GLOBAL X FDS | $142.62万 | 0.00% | 15,833 | -449 | -2.8% | -$4.04万 | 减仓 |
| DUOL | DUOLINGO INC | $142.70万 | 0.00% | 14,477 | 7,242 | 100.1% | $71.39万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $142.75万 | 0.00% | 30,793 | 9,043 | 41.6% | $41.92万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $142.84万 | 0.00% | 35,890 | 30,673 | 587.9% | $122.08万 | 加仓 |
| KOS | KOSMOS ENERGY LTD | $142.94万 | 0.00% | 514,155 | 211,588 | 69.9% | $58.82万 | 加仓 |
| AVA | AVISTA CORP | $143.36万 | 0.00% | 35,715 | 10,485 | 41.6% | $42.09万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $143.42万 | 0.00% | 13,138 | 8,890 | 209.3% | $97.05万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $143.51万 | 0.00% | 29,192 | 2,061 | 7.6% | $10.13万 | 加仓 |
| TU | TELUS CORPORATION | $143.69万 | 0.00% | 111,995 | -2,008 | -1.8% | -$2.58万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $143.94万 | 0.00% | 34,501 | 2 | 0.0% | $83 | 加仓 |
| SSTK | SHUTTERSTOCK INC | $143.94万 | 0.00% | 86,661 | 23,385 | 37.0% | $38.84万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $144.02万 | 0.00% | 6,807 | 190 | 2.9% | $4.02万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $144.74万 | 0.00% | 75,266 | 4,494 | 6.3% | $8.64万 | 加仓 |
| RBRK | RUBRIK INC. | $145.16万 | 0.00% | 29,643 | 5,889 | 24.8% | $28.84万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $145.35万 | 0.00% | 53,438 | 6,899 | 14.8% | $18.77万 | 加仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $145.39万 | 0.00% | 64,476 | 7,003 | 12.2% | $15.79万 | 加仓 |
| ENOV | ENOVIS CORPORATION | $145.49万 | 0.00% | 63,952 | 54,937 | 609.4% | $124.98万 | 重新持有 |
| SHC | SOTERA HEALTH CO | $145.67万 | 0.00% | 101,581 | 39,688 | 64.1% | $56.91万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $145.78万 | 0.00% | 37,010 | 5,188 | 16.3% | $20.44万 | 加仓 |
| ISPY | PROSHARES TR | $145.87万 | 0.00% | 33,649 | 0 | 0.0% | — | 不变 |
| FIGS | FIGS INC | $145.87万 | 0.00% | 98,762 | 17,355 | 21.3% | $25.63万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $145.99万 | 0.00% | 59,858 | 7,763 | 14.9% | $18.93万 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $146.07万 | 0.00% | 56,992 | -5,003 | -8.1% | -$12.82万 | 减仓 |
| ELM | SERIES PORTFOLIOS TR | $146.45万 | 0.00% | 54,001 | 54,001 | — | $146.45万 | 新建仓 |
| ICUI | ICU MED INC | $146.68万 | 0.00% | 11,357 | 352 | 3.2% | $4.55万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $147.15万 | 0.00% | 174,146 | 54,854 | 46.0% | $46.35万 | 加仓 |
| MARA | MARA HOLDINGS INC | $147.39万 | 0.00% | 180,624 | 108,230 | 149.5% | $88.32万 | 加仓 |
| ASTE | ASTEC INDS INC | $147.60万 | 0.00% | 27,414 | 15,124 | 123.1% | $81.43万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $147.73万 | 0.00% | 202,929 | 24,843 | 14.0% | $18.09万 | 加仓 |
| LRGF | ISHARES TR | $148.21万 | 0.00% | 22,456 | 371 | 1.7% | $2.45万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $148.30万 | 0.00% | 36,789 | 4,335 | 13.4% | $17.47万 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $148.33万 | 0.00% | 22,377 | 2,258 | 11.2% | $14.97万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $148.44万 | 0.00% | 37,267 | 1,790 | 5.0% | $7.13万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $148.47万 | 0.00% | 18,277 | 4,318 | 30.9% | $35.08万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $148.69万 | 0.00% | 46,965 | 1,617 | 3.6% | $5.12万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $148.84万 | 0.00% | 58,255 | 1,431 | 2.5% | $3.66万 | 加仓 |
| AMSF | AMERISAFE INC | $149.21万 | 0.00% | 44,768 | -5,914 | -11.7% | -$19.71万 | 减仓 |
| NBBK | NB BANCORP INC | $149.40万 | 0.00% | 70,906 | 18,411 | 35.1% | $38.79万 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $149.62万 | 0.00% | 26,356 | 10,482 | 66.0% | $59.51万 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $149.86万 | 0.00% | 63,367 | 27,859 | 78.5% | $65.89万 | 加仓 |
| BAX | BAXTER INTL INC | $149.90万 | 0.00% | 89,224 | -20,270 | -18.5% | -$34.05万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $150.36万 | 0.00% | 23,330 | 15,831 | 211.1% | $102.03万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $150.64万 | 0.00% | 16,435 | -1,532 | -8.5% | -$14.04万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $151.04万 | 0.00% | 42,569 | -2,247 | -5.0% | -$7.97万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $151.04万 | 0.00% | 4,421 | 772 | 21.2% | $26.38万 | 加仓 |