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 |
|---|---|---|---|---|---|---|---|---|
| LQDA | LIQUIDIA CORPORATION | $151.08万 | 0.00% | 40,031 | 4,203 | 11.7% | $15.86万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $151.18万 | 0.00% | 41,316 | -3,416 | -7.6% | -$12.50万 | 减仓 |
| EES | WISDOMTREE TR | $151.39万 | 0.00% | 26,080 | 211 | 0.8% | $1.22万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $151.49万 | 0.00% | 28,949 | 16,489 | 132.3% | $86.29万 | 加仓 |
| EVTC | EVERTEC INC | $151.67万 | 0.00% | 53,744 | 1,230 | 2.3% | $3.47万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $151.87万 | 0.00% | 80,655 | 29,842 | 58.7% | $56.19万 | 加仓 |
| AAON | AAON INC | $152.08万 | 0.00% | 18,378 | 2,676 | 17.0% | $22.14万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $152.15万 | 0.00% | 35,708 | 22,240 | 165.1% | $94.76万 | 加仓 |
| ALV | AUTOLIV INC | $152.26万 | 0.00% | 14,479 | 6,209 | 75.1% | $65.29万 | 加仓 |
| TMFC | RBB FD INC | $152.56万 | 0.00% | 23,126 | 1,502 | 6.9% | $9.91万 | 加仓 |
| GHM | GRAHAM CORP | $152.75万 | 0.00% | 19,355 | 2,304 | 13.5% | $18.18万 | 加仓 |
| CNOB | CONNECTONE BANCORP INC | $153.23万 | 0.00% | 57,238 | 5,231 | 10.1% | $14.00万 | 加仓 |
| CALX | CALIX INC | $153.59万 | 0.00% | 31,351 | 742 | 2.4% | $3.64万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $153.76万 | 0.00% | 40,667 | 12,790 | 45.9% | $48.36万 | 加仓 |
| AGCO | AGCO CORP | $154.24万 | 0.00% | 13,311 | 6,709 | 101.6% | $77.74万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $154.30万 | 0.00% | 36,985 | 36,985 | — | $154.30万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $154.41万 | 0.00% | 12,040 | -373 | -3.0% | -$4.78万 | 减仓 |
| WS | WORTHINGTON STL INC | $154.43万 | 0.00% | 50,883 | 16,788 | 49.2% | $50.95万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $154.66万 | 0.00% | 23,750 | 9,852 | 70.9% | $64.16万 | 加仓 |
| MTRN | MATERION CORP | $154.84万 | 0.00% | 10,705 | 4,002 | 59.7% | $57.89万 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $155.04万 | 0.00% | 25,892 | -5,286 | -17.0% | -$31.65万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $155.17万 | 0.00% | 30,740 | 937 | 3.1% | $4.73万 | 加仓 |
| — | STRATEGY SHS | $155.28万 | 0.00% | 71,097 | 1,684 | 2.4% | $3.68万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $155.37万 | 0.00% | 10,391 | -762 | -6.8% | -$11.39万 | 减仓 |
| BCX | BLACKROCK RES & COMMODITIES | $155.59万 | 0.00% | 129,119 | 3,829 | 3.1% | $4.61万 | 加仓 |
| — | CSG SYS INTL INC | $155.69万 | 0.00% | 19,475 | 2,536 | 15.0% | $20.27万 | 加仓 |
| RRC | RANGE RES CORP | $155.81万 | 0.00% | 34,486 | -3,552 | -9.3% | -$16.05万 | 减仓 |
| — | ENVIRI CORP | $155.84万 | 0.00% | 79,429 | 3,241 | 4.3% | $6.36万 | 加仓 |
| — | GOLDEN ENTMT INC | $155.95万 | 0.00% | 58,430 | -3,866 | -6.2% | -$10.32万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $156.01万 | 0.00% | 59,026 | 22,574 | 61.9% | $59.66万 | 加仓 |
| DHC | DIVERSIFIED HEALTHCARE TR | $156.03万 | 0.00% | 234,977 | 1,007 | 0.4% | $6,686 | 加仓 |
| JAKK | JAKKS PAC INC | $156.20万 | 0.00% | 78,416 | -5,421 | -6.5% | -$10.80万 | 减仓 |
| THO | THOR INDS INC | $156.21万 | 0.00% | 19,553 | 7,742 | 65.5% | $61.85万 | 加仓 |
| — | MISTER CAR WASH INC | $156.29万 | 0.00% | 224,239 | 51,922 | 30.1% | $36.19万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $156.42万 | 0.00% | 11,258 | 566 | 5.3% | $7.86万 | 加仓 |
| NABL | N-ABLE INC | $156.47万 | 0.00% | 335,047 | 92,245 | 38.0% | $43.08万 | 加仓 |
| — | PROSHARES TR | $156.49万 | 0.00% | 19,961 | 12,461 | 166.1% | $97.69万 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $156.64万 | 0.00% | 48,108 | 6,396 | 15.3% | $20.83万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $156.86万 | 0.00% | 48,685 | 20,049 | 70.0% | $64.60万 | 加仓 |
| CLMT | CALUMET INC | $157.02万 | 0.00% | 43,739 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $157.29万 | 0.00% | 70,127 | 18,723 | 36.4% | $42.00万 | 加仓 |
| AVK | ADVENT CONV & INCOME FD | $157.32万 | 0.00% | 140,964 | 284 | 0.2% | $3,169 | 加仓 |
| SLGN | SILGAN HLDGS INC | $158.11万 | 0.00% | 40,749 | 26,241 | 180.9% | $101.82万 | 加仓 |
| WGO | WINNEBAGO INDS INC | $158.47万 | 0.00% | 51,137 | 13,288 | 35.1% | $41.18万 | 加仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $158.71万 | 0.00% | 114,509 | 41,188 | 56.2% | $57.09万 | 加仓 |
| JSTC | TIDAL TRUST I | $158.84万 | 0.00% | 81,500 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES TR | $158.98万 | 0.00% | 45,617 | -2,743 | -5.7% | -$9.56万 | 减仓 |
| WRLD | WORLD ACCEP CORPORATION | $159.66万 | 0.00% | 11,823 | 6,550 | 124.2% | $88.45万 | 加仓 |
| IGRO | ISHARES TR | $160.13万 | 0.00% | 19,116 | -306 | -1.6% | -$2.56万 | 减仓 |
| IBTL | ISHARES TR | $160.17万 | 0.00% | 78,519 | 2,296 | 3.0% | $4.68万 | 加仓 |
| IMOS | CHIPMOS TECHNOLOGIES INC | $160.40万 | 0.00% | 44,829 | 2,953 | 7.1% | $10.57万 | 加仓 |
| NRDS | NERDWALLET INC | $160.60万 | 0.00% | 154,724 | 45,687 | 41.9% | $47.42万 | 加仓 |
| MCB | METROPOLITAN BK HLDG CORP | $160.87万 | 0.00% | 19,315 | 5,016 | 35.1% | $41.78万 | 加仓 |
| EFIV | SPDR SERIES TRUST | $160.91万 | 0.00% | 25,509 | 319 | 1.3% | $2.01万 | 加仓 |
| CRBN | ISHARES TR | $161.00万 | 0.00% | 7,226 | -1,517 | -17.4% | -$33.80万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $161.28万 | 0.00% | 18,828 | 210 | 1.1% | $1.80万 | 加仓 |
| CLVT | CLARIVATE PLC | $161.82万 | 0.00% | 639,604 | 517,616 | 424.3% | $130.96万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $161.95万 | 0.00% | 32,249 | 11,446 | 55.0% | $57.48万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $162.63万 | 0.00% | 13,597 | -21,188 | -60.9% | -$253.42万 | 减仓 |
| FFA | FIRST TR ENHANCED EQUITY | $162.65万 | 0.00% | 79,728 | -45 | -0.1% | -$918 | 减仓 |
| RPC | RIDGEPOST CAP INC | $162.78万 | 0.00% | 224,213 | 152,735 | 213.7% | $110.89万 | 加仓 |
| FRPH | FRP HLDGS INC | $163.07万 | 0.00% | 74,531 | -5,065 | -6.4% | -$11.08万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $163.43万 | 0.00% | 37,492 | 18,802 | 100.6% | $81.96万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $163.71万 | 0.00% | 23,963 | 9,493 | 65.6% | $64.86万 | 加仓 |
| KURA | KURA ONCOLOGY INC | $163.98万 | 0.00% | 201,696 | 2,911 | 1.5% | $2.37万 | 加仓 |
| RAMP | LIVERAMP HLDGS INC | $164.18万 | 0.00% | 61,909 | 27,128 | 78.0% | $71.94万 | 加仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $164.31万 | 0.00% | 465,463 | -148,888 | -24.2% | -$52.56万 | 减仓 |
| PRK | PARK NATL CORP | $164.79万 | 0.00% | 10,082 | -63 | -0.6% | -$1.03万 | 减仓 |
| HTH | HILLTOP HLDGS INC | $164.86万 | 0.00% | 46,024 | 1,621 | 3.7% | $5.81万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $164.98万 | 0.00% | 27,365 | 6,038 | 28.3% | $36.40万 | 加仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $165.24万 | 0.00% | 152,713 | -9,231 | -5.7% | -$9.99万 | 减仓 |
| IDT | IDT CORP | $165.25万 | 0.00% | 33,656 | 13,898 | 70.3% | $68.24万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $165.29万 | 0.00% | 9,141 | 1,785 | 24.3% | $32.28万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $165.34万 | 0.00% | 20,428 | 2,103 | 11.5% | $17.02万 | 加仓 |
| IBDU | ISHARES TR | $165.42万 | 0.00% | 71,117 | 2,441 | 3.6% | $5.68万 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $165.80万 | 0.00% | 30,467 | 5,628 | 22.7% | $30.63万 | 加仓 |
| LMND | LEMONADE INC | $165.81万 | 0.00% | 26,453 | -342 | -1.3% | -$2.14万 | 减仓 |
| HWKN | HAWKINS INC | $165.89万 | 0.00% | 10,800 | 4,463 | 70.4% | $68.55万 | 加仓 |
| AAUS | EA SERIES TRUST | $166.01万 | 0.00% | 31,691 | -19 | -0.1% | -$995 | 减仓 |
| BOKF | BOK FINL CORP | $166.23万 | 0.00% | 12,981 | 3,082 | 31.1% | $39.47万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $167.45万 | 0.00% | 361,660 | -11,082 | -3.0% | -$5.13万 | 减仓 |
| — | ISHARES TR | $167.51万 | 0.00% | 32,138 | 70 | 0.2% | $3,648 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $167.82万 | 0.00% | 8,027 | -3,640 | -31.2% | -$76.10万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $168.14万 | 0.00% | 177,366 | -62,372 | -26.0% | -$59.13万 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $168.28万 | 0.00% | 92,462 | -6,384 | -6.5% | -$11.62万 | 减仓 |
| RVTY | REVVITY INC | $168.29万 | 0.00% | 19,208 | 243 | 1.3% | $2.13万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $168.45万 | 0.00% | 50,480 | -710 | -1.4% | -$2.37万 | 减仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $168.82万 | 0.00% | 15,824 | -22,957 | -59.2% | -$244.92万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $168.95万 | 0.00% | 64,780 | 19,946 | 44.5% | $52.02万 | 加仓 |
| GTLB | GITLAB INC | $169.00万 | 0.00% | 78,097 | 20,619 | 35.9% | $44.62万 | 加仓 |
| IYT | ISHARES TR | $169.02万 | 0.00% | 22,656 | 887 | 4.1% | $6.62万 | 加仓 |
| HDB | HDFC BANK LTD | $169.21万 | 0.00% | 68,009 | -55,498 | -44.9% | -$138.08万 | 减仓 |
| ALG | ALAMO GROUP INC | $169.26万 | 0.00% | 10,260 | 3,213 | 45.6% | $53.00万 | 加仓 |
| KFRC | KFORCE INC | $169.36万 | 0.00% | 57,920 | -126,934 | -68.7% | -$371.16万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $169.57万 | 0.00% | 147,966 | -84,823 | -36.4% | -$97.21万 | 减仓 |
| CTBI | COMMUNITY TR BANCORP INC | $169.72万 | 0.00% | 27,952 | 3,173 | 12.8% | $19.27万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $169.80万 | 0.00% | 8,505 | 1,360 | 19.0% | $27.15万 | 加仓 |
| FSBC | FIVE STAR BANCORP | $169.94万 | 0.00% | 45,052 | 5,901 | 15.1% | $22.26万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $169.98万 | 0.00% | 18,183 | 4,849 | 36.4% | $45.33万 | 加仓 |
| TALO | TALOS ENERGY INC | $170.00万 | 0.00% | 107,865 | 13,846 | 14.7% | $21.82万 | 加仓 |