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 |
|---|---|---|---|---|---|---|---|---|
| ORRF | ORRSTOWN FINL SVCS INC | $130.20万 | 0.00% | 31,889 | 9,919 | 45.1% | $40.50万 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $130.25万 | 0.00% | 65,191 | 13,394 | 25.9% | $26.76万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $130.41万 | 0.00% | 53,756 | 33,802 | 169.4% | $82.00万 | 加仓 |
| — | TRUBRIDGE INC | $130.69万 | 0.00% | 49,862 | 73 | 0.1% | $1,913 | 加仓 |
| OMCL | OMNICELL COM | $130.83万 | 0.00% | 31,511 | -1,908 | -5.7% | -$7.92万 | 减仓 |
| SMBK | SMARTFINANCIAL INC | $130.89万 | 0.00% | 27,897 | 2,235 | 8.7% | $10.49万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $131.05万 | 0.00% | 16,660 | 3,227 | 24.0% | $25.38万 | 加仓 |
| FSK | FS KKR CAP CORP | $131.12万 | 0.00% | 124,877 | -2,150 | -1.7% | -$2.26万 | 减仓 |
| RH | RH | $131.20万 | 0.00% | 7,965 | 3,670 | 85.4% | $60.45万 | 加仓 |
| EWC | ISHARES INC | $131.33万 | 0.00% | 22,784 | -526 | -2.3% | -$3.03万 | 减仓 |
| DAC | DANAOS CORPORATION | $131.65万 | 0.00% | 10,758 | 1,336 | 14.2% | $16.35万 | 加仓 |
| BCI | ABRDN ETFS | $131.72万 | 0.00% | 58,964 | 9,573 | 19.4% | $21.39万 | 加仓 |
| TDAY | USA TODAY CO INC | $131.92万 | 0.00% | 154,289 | 3,465 | 2.3% | $2.96万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $132.11万 | 0.00% | 14,556 | 7,987 | 121.6% | $72.49万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $132.28万 | 0.00% | 59,426 | -18,115 | -23.4% | -$40.32万 | 减仓 |
| ACWV | ISHARES INC | $132.58万 | 0.00% | 11,027 | 274 | 2.5% | $3.29万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $132.62万 | 0.00% | 20,475 | 3,711 | 22.1% | $24.04万 | 加仓 |
| WSFS | WSFS FINL CORP | $132.67万 | 0.00% | 17,290 | -1,702 | -9.0% | -$13.06万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $132.73万 | 0.00% | 35,670 | 2,234 | 6.7% | $8.31万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $132.74万 | 0.00% | 224,597 | 69,534 | 44.8% | $41.09万 | 加仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $132.87万 | 0.00% | 72,808 | 22,316 | 44.2% | $40.73万 | 加仓 |
| IBEX | IBEX LTD | $132.92万 | 0.00% | 43,766 | 26,015 | 146.6% | $79.01万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $133.04万 | 0.00% | 28,080 | 451 | 1.6% | $2.14万 | 加仓 |
| UAA | UNDER ARMOUR INC | $133.14万 | 0.00% | 208,350 | 39,845 | 23.6% | $25.46万 | 加仓 |
| IXC | ISHARES TR | $133.15万 | 0.00% | 27,101 | -5,966 | -18.0% | -$29.31万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $133.47万 | 0.00% | 27,434 | 9,194 | 50.4% | $44.73万 | 加仓 |
| — | VIRTUS ETF TR II | $133.55万 | 0.00% | 57,740 | 545 | 1.0% | $1.26万 | 加仓 |
| TCBX | THIRD COAST BANCSHARES INC | $133.59万 | 0.00% | 33,067 | 4,862 | 17.2% | $19.64万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $133.71万 | 0.00% | 6,973 | 2,458 | 54.4% | $47.13万 | 加仓 |
| AEHR | AEHR TEST SYS | $134.55万 | 0.00% | 14,006 | 2,257 | 19.2% | $21.68万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $134.57万 | 0.00% | 15,829 | -2,032 | -11.4% | -$17.27万 | 减仓 |
| GCO | GENESCO INC | $134.95万 | 0.00% | 39,962 | 39,962 | — | $134.95万 | 新建仓 |
| — | ISHARES TR | $135.31万 | 0.00% | 25,654 | 593 | 2.4% | $3.13万 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $135.61万 | 0.00% | 97,558 | 11,040 | 12.8% | $15.35万 | 加仓 |
| XME | SPDR SERIES TRUST | $135.68万 | 0.00% | 12,688 | 1,123 | 9.7% | $12.01万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $135.96万 | 0.00% | 144,795 | -32,571 | -18.4% | -$30.58万 | 减仓 |
| HOPE | HOPE BANCORP INC | $135.99万 | 0.00% | 99,409 | -251 | -0.3% | -$3,434 | 减仓 |
| GRNY | TIDAL TRUST I | $136.00万 | 0.00% | 49,188 | 13,954 | 39.6% | $38.58万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $136.02万 | 0.00% | 7,242 | 1,138 | 18.6% | $21.37万 | 加仓 |
| — | RBB FD INC | $136.11万 | 0.00% | 44,256 | 1,667 | 3.9% | $5.13万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $136.11万 | 0.00% | 4,107 | -10,641 | -72.2% | -$352.67万 | 减仓 |
| ADEA | ADEIA INC | $136.44万 | 0.00% | 41,433 | 7,475 | 22.0% | $24.62万 | 加仓 |
| ROL | ROLLINS INC | $136.53万 | 0.00% | 32,709 | -16,003 | -32.9% | -$66.80万 | 减仓 |
| — | BEAZER HOMES USA INC | $136.65万 | 0.00% | 48,718 | -6,951 | -12.5% | -$19.50万 | 减仓 |
| IMAX | IMAX CORP | $136.81万 | 0.00% | 34,323 | -2,525 | -6.9% | -$10.06万 | 减仓 |
| KRE | SPDR SERIES TRUST | $136.96万 | 0.00% | 18,298 | -1,751 | -8.7% | -$13.11万 | 减仓 |
| CASS | CASS INFORMATION SYS INC | $136.98万 | 0.00% | 26,691 | 497 | 1.9% | $2.55万 | 加仓 |
| XOP | SPDR SERIES TRUST | $137.02万 | 0.00% | 8,883 | 3,989 | 81.5% | $61.53万 | 加仓 |
| FDUS | FIDUS INVT CORP | $137.04万 | 0.00% | 71,859 | 40,780 | 131.2% | $77.77万 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $137.07万 | 0.00% | 31,854 | 11,977 | 60.3% | $51.54万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $137.08万 | 0.00% | 5,065 | 911 | 21.9% | $24.66万 | 加仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $137.92万 | 0.00% | 93,376 | 45,103 | 93.4% | $66.62万 | 加仓 |
| CAI | CARIS LIFE SCIENCES INC | $138.03万 | 0.00% | 77,456 | -542 | -0.7% | -$9,658 | 减仓 |
| IBDW | ISHARES TR | $138.11万 | 0.00% | 66,270 | 1,292 | 2.0% | $2.69万 | 加仓 |
| SRCE | 1ST SOURCE CORP | $138.16万 | 0.00% | 16,936 | 3,389 | 25.0% | $27.65万 | 加仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $138.22万 | 0.00% | 285,000 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $138.35万 | 0.00% | 67,936 | -23,464 | -25.7% | -$47.78万 | 减仓 |
| PNTG | PENNANT GROUP INC | $138.61万 | 0.00% | 37,512 | -167 | -0.4% | -$6,171 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $138.99万 | 0.00% | 50,376 | -3,846 | -7.1% | -$10.61万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $139.11万 | 0.00% | 30,071 | 11,745 | 64.1% | $54.33万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $139.18万 | 0.00% | 20,955 | 318 | 1.5% | $2.11万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $139.21万 | 0.00% | 23,307 | 746 | 3.3% | $4.46万 | 加仓 |
| VSTS | VESTIS CORPORATION | $139.24万 | 0.00% | 95,893 | 21,341 | 28.6% | $30.99万 | 加仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $139.80万 | 0.00% | 28,789 | -3,212 | -10.0% | -$15.60万 | 减仓 |
| CHAT | TIDAL TRUST II | $139.93万 | 0.00% | 14,181 | 2,050 | 16.9% | $20.23万 | 加仓 |
| ISCG | ISHARES TR | $140.03万 | 0.00% | 21,366 | -119 | -0.6% | -$7,799 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $140.33万 | 0.00% | 18,520 | 7,835 | 73.3% | $59.37万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $140.38万 | 0.00% | 24,022 | 810 | 3.5% | $4.73万 | 加仓 |
| RNG | RINGCENTRAL INC | $140.66万 | 0.00% | 36,085 | -1,927 | -5.1% | -$7.51万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $141.01万 | 0.00% | 37,986 | 719 | 1.9% | $2.67万 | 加仓 |
| BCAL | CALIFORNIA BANCORP | $141.30万 | 0.00% | 67,804 | 18,656 | 38.0% | $38.88万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $141.51万 | 0.00% | 17,555 | 3,371 | 23.8% | $27.17万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $141.58万 | 0.00% | 11,945 | -6,238 | -34.3% | -$73.94万 | 减仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $141.63万 | 0.00% | 128,989 | 33,822 | 35.5% | $37.14万 | 加仓 |
| FULT | FULTON FINL CORP PA | $141.78万 | 0.00% | 58,610 | 1,580 | 2.8% | $3.82万 | 加仓 |
| NBBK | NB BANCORP INC | $142.25万 | 0.00% | 67,320 | -3,586 | -5.1% | -$7.58万 | 减仓 |
| ATLC | ATLANTICUS HOLDINGS CORP | $142.31万 | 0.00% | 13,918 | 4,001 | 40.3% | $40.91万 | 加仓 |
| DXJ | WISDOMTREE TR | $142.40万 | 0.00% | 8,206 | -575 | -6.5% | -$9.98万 | 减仓 |
| BCX | BLACKROCK RES & COMMODITIES | $142.43万 | 0.00% | 125,929 | -3,190 | -2.5% | -$3.61万 | 减仓 |
| IX | ORIX CORP | $142.52万 | 0.00% | 37,467 | 5,017 | 15.5% | $19.08万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $142.65万 | 0.00% | 35,548 | 6,871 | 24.0% | $27.57万 | 加仓 |
| WABC | WESTAMERICA BANCORPORATION | $142.89万 | 0.00% | 24,355 | 18,658 | 327.5% | $109.47万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $143.08万 | 0.00% | 34,682 | -2,303 | -6.2% | -$9.50万 | 减仓 |
| LINC | LINCOLN EDL SVCS CORP | $143.52万 | 0.00% | 28,761 | 4,734 | 19.7% | $23.62万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $143.53万 | 0.00% | 13,462 | 559 | 4.3% | $5.96万 | 加仓 |
| CENX | CENTURY ALUM CO | $144.05万 | 0.00% | 31,307 | 2,077 | 7.1% | $9.56万 | 加仓 |
| PKBK | PARKE BANCORP INC | $144.18万 | 0.00% | 43,479 | 23,786 | 120.8% | $78.87万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $144.24万 | 0.00% | 101,223 | 20,667 | 25.7% | $29.45万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $144.43万 | 0.00% | 37,024 | 4,347 | 13.3% | $16.96万 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $144.45万 | 0.00% | 50,053 | 58 | 0.1% | $1,674 | 加仓 |
| TROX | TRONOX HOLDINGS PLC | $144.63万 | 0.00% | 229,577 | -966 | -0.4% | -$6,086 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $145.13万 | 0.00% | 47,647 | -5,791 | -10.8% | -$17.64万 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $145.17万 | 0.00% | 44,368 | -3,740 | -7.8% | -$12.24万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $145.39万 | 0.00% | 92,193 | 23,409 | 34.0% | $36.92万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $145.61万 | 0.00% | 7,062 | 266 | 3.9% | $5.48万 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $145.94万 | 0.00% | 13,235 | 1,313 | 11.0% | $14.48万 | 加仓 |
| INGM | INGRAM MICRO HLDG CORP | $146.28万 | 0.00% | 53,328 | 11,364 | 27.1% | $31.17万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $147.22万 | 0.00% | 28,021 | -928 | -3.2% | -$4.88万 | 减仓 |
| IBTI | ISHARES TR | $147.30万 | 0.00% | 66,533 | 27,491 | 70.4% | $60.87万 | 加仓 |
| XPEL | XPEL INC | $147.38万 | 0.00% | 29,714 | 3,098 | 11.6% | $15.37万 | 加仓 |