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 |
|---|---|---|---|---|---|---|---|---|
| FBIZ | FIRST BUSINESS FINL SVCS INC | $147.91万 | 0.00% | 23,415 | 10,029 | 74.9% | $63.35万 | 加仓 |
| — | DBX ETF TR | $147.99万 | 0.00% | 22,831 | -886 | -3.7% | -$5.74万 | 减仓 |
| BANF | BANCFIRST CORP | $148.08万 | 0.00% | 13,325 | 1,050 | 8.6% | $11.67万 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $148.35万 | 0.00% | 36,324 | 2,286 | 6.7% | $9.34万 | 加仓 |
| CEVA | CEVA INC | $148.54万 | 0.00% | 31,498 | 7,767 | 32.7% | $36.63万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $148.61万 | 0.00% | 11,561 | 1,484 | 14.7% | $19.08万 | 加仓 |
| HVT | HAVERTY FURNITURE COS INC | $148.70万 | 0.00% | 58,245 | 35,356 | 154.5% | $90.26万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $148.97万 | 0.00% | 76,355 | 1,089 | 1.4% | $2.12万 | 加仓 |
| SSTK | SHUTTERSTOCK INC | $149.44万 | 0.00% | 107,123 | 20,462 | 23.6% | $28.54万 | 加仓 |
| ULS | UL SOLUTIONS INC | $149.45万 | 0.00% | 14,672 | 3,212 | 28.0% | $32.72万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $149.64万 | 0.00% | 30,237 | 4,442 | 17.2% | $21.98万 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $149.65万 | 0.00% | 41,341 | 11,703 | 39.5% | $42.36万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $149.72万 | 0.00% | 24,805 | -5,013 | -16.8% | -$30.26万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $149.78万 | 0.00% | 15,738 | 3,002 | 23.6% | $28.57万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $149.79万 | 0.00% | 19,566 | 3,286 | 20.2% | $25.16万 | 加仓 |
| BLMN | BLOOMIN BRANDS INC | $150.55万 | 0.00% | 164,719 | 66,377 | 67.5% | $60.67万 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $150.56万 | 0.00% | 49,888 | -9,138 | -15.5% | -$27.58万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $151.00万 | 0.00% | 15,888 | -134 | -0.8% | -$1.27万 | 减仓 |
| QXO | QXO INC | $151.16万 | 0.00% | 87,474 | -6,404 | -6.8% | -$11.07万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $151.46万 | 0.00% | 40,476 | -13,161 | -24.5% | -$49.25万 | 减仓 |
| RDNT | RADNET INC | $151.46万 | 0.00% | 24,560 | -13,179 | -34.9% | -$81.28万 | 减仓 |
| CLMT | CALUMET INC | $151.47万 | 0.00% | 42,053 | -1,686 | -3.9% | -$6.07万 | 减仓 |
| LMND | LEMONADE INC | $152.24万 | 0.00% | 23,403 | -3,050 | -11.5% | -$19.84万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $152.30万 | 0.00% | 30,930 | -9,737 | -23.9% | -$47.95万 | 减仓 |
| MSA | MSA SAFETY INC | $152.43万 | 0.00% | 8,731 | 1,194 | 15.8% | $20.85万 | 加仓 |
| DOLE | DOLE PLC | $152.71万 | 0.00% | 111,306 | -33,542 | -23.2% | -$46.02万 | 减仓 |
| PATH | UIPATH INC | $152.84万 | 0.00% | 140,610 | -45,135 | -24.3% | -$49.06万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $153.64万 | 0.00% | 64,527 | -44,974 | -41.1% | -$107.08万 | 减仓 |
| MMI | MARCUS & MILLICHAP INC | $153.76万 | 0.00% | 49,329 | 9,100 | 22.6% | $28.36万 | 加仓 |
| GEO | GEO GROUP INC | $153.82万 | 0.00% | 52,054 | 18,052 | 53.1% | $53.34万 | 加仓 |
| JNK | SPDR SERIES TRUST | $153.90万 | 0.00% | 15,970 | -2,613 | -14.1% | -$25.18万 | 减仓 |
| CMPR | CIMPRESS PLC | $154.08万 | 0.00% | 15,150 | 463 | 3.2% | $4.71万 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $154.42万 | 0.00% | 102,063 | -35,157 | -25.6% | -$53.19万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $154.86万 | 0.00% | 11,509 | -854 | -6.9% | -$11.49万 | 减仓 |
| PBI | PITNEY BOWES INC | $154.96万 | 0.00% | 88,446 | 70,596 | 395.5% | $123.68万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $155.01万 | 0.00% | 24,913 | 1,419 | 6.0% | $8.83万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $155.38万 | 0.00% | 52,054 | 10,071 | 24.0% | $30.06万 | 加仓 |
| IREN | IREN LIMITED | $155.51万 | 0.00% | 34,005 | 4,950 | 17.0% | $22.64万 | 加仓 |
| FRDM | EA SERIES TRUST | $155.53万 | 0.00% | 21,335 | -2,760 | -11.5% | -$20.12万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $155.97万 | 0.00% | 63,531 | 164 | 0.3% | $4,026 | 加仓 |
| KOS | KOSMOS ENERGY LTD | $156.09万 | 0.00% | 739,780 | 225,625 | 43.9% | $47.61万 | 加仓 |
| CHCO | CITY HLDG CO | $156.12万 | 0.00% | 11,770 | 409 | 3.6% | $5.43万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $156.12万 | 0.00% | 20,427 | -4,540 | -18.2% | -$34.70万 | 减仓 |
| XP | XP INC | $156.38万 | 0.00% | 96,176 | -14,402 | -13.0% | -$23.42万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $157.26万 | 0.00% | 54,968 | -14,995 | -21.4% | -$42.90万 | 减仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $157.44万 | 0.00% | 86,458 | 26,484 | 44.2% | $48.23万 | 加仓 |
| MYE | MYERS INDS INC | $157.48万 | 0.00% | 44,599 | 494 | 1.1% | $1.74万 | 加仓 |
| BOXX | EA SERIES TRUST | $157.52万 | 0.00% | 13,453 | 9,838 | 272.1% | $115.19万 | 重新持有 |
| TLN | TALEN ENERGY CORP | $157.70万 | 0.00% | 4,104 | 841 | 25.8% | $32.32万 | 加仓 |
| PLUG | PLUG PWR INC | $157.77万 | 0.00% | 582,163 | 135,162 | 30.2% | $36.63万 | 加仓 |
| LRGF | ISHARES TR | $157.86万 | 0.00% | 20,872 | -1,584 | -7.1% | -$11.98万 | 减仓 |
| EEMA | ISHARES INC | $157.95万 | 0.00% | 13,504 | 140 | 1.0% | $1.64万 | 加仓 |
| SXI | STANDEX INTL CORP | $158.06万 | 0.00% | 4,419 | 254 | 6.1% | $9.08万 | 加仓 |
| — | THE REAL BROKERAGE INC | $158.06万 | 0.00% | 868,479 | 499,398 | 135.3% | $90.89万 | 加仓 |
| ELM | SERIES PORTFOLIOS TR | $158.20万 | 0.00% | 54,001 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $158.29万 | 0.00% | 36,223 | 11,775 | 48.2% | $51.46万 | 加仓 |
| UPWK | UPWORK INC | $158.41万 | 0.00% | 189,483 | 145,389 | 329.7% | $121.55万 | 加仓 |
| EWY | ISHARES INC | $158.55万 | 0.00% | 7,853 | -986 | -11.2% | -$19.91万 | 减仓 |
| AIP | ARTERIS INC | $158.74万 | 0.00% | 32,670 | 8,322 | 34.2% | $40.44万 | 加仓 |
| IHF | ISHARES TR | $158.88万 | 0.00% | 28,716 | -3,055 | -9.6% | -$16.90万 | 减仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $159.26万 | 0.00% | 39,198 | 7,930 | 25.4% | $32.22万 | 加仓 |
| AI | C3 AI INC | $159.29万 | 0.00% | 175,233 | 25,082 | 16.7% | $22.80万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $159.31万 | 0.00% | 344,834 | -16,826 | -4.7% | -$7.77万 | 减仓 |
| TDOC | TELADOC HEALTH INC | $159.49万 | 0.00% | 188,081 | 1,893 | 1.0% | $1.61万 | 加仓 |
| GBX | GREENBRIER COS INC | $159.55万 | 0.00% | 32,555 | -824 | -2.5% | -$4.04万 | 减仓 |
| CHWY | CHEWY INC | $159.57万 | 0.00% | 81,205 | -34,572 | -29.9% | -$67.93万 | 减仓 |
| GRC | GORMAN RUPP CO | $159.79万 | 0.00% | 17,418 | 6,068 | 53.5% | $55.67万 | 加仓 |
| ESAB | ESAB CORPORATION | $159.97万 | 0.00% | 16,219 | 6,518 | 67.2% | $64.29万 | 加仓 |
| LPG | DORIAN LPG LTD | $160.05万 | 0.00% | 46,017 | 9,681 | 26.6% | $33.67万 | 加仓 |
| DMXF | ISHARES TR | $160.19万 | 0.00% | 18,934 | 2,306 | 13.9% | $19.51万 | 加仓 |
| VNT | VONTIER CORPORATION | $160.21万 | 0.00% | 55,244 | -20,343 | -26.9% | -$58.99万 | 减仓 |
| ASTE | ASTEC INDS INC | $160.30万 | 0.00% | 26,197 | -1,217 | -4.4% | -$7.45万 | 减仓 |
| DAN | DANA INC | $160.31万 | 0.00% | 58,915 | -4,968 | -7.8% | -$13.52万 | 减仓 |
| CMP | COMPASS MINERALS INTL INC | $160.31万 | 0.00% | 51,498 | 15,278 | 42.2% | $47.56万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $160.65万 | 0.00% | 54,867 | 12,298 | 28.9% | $36.01万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $160.82万 | 0.00% | 50,684 | 3,719 | 7.9% | $11.80万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $161.51万 | 0.00% | 19,966 | 649 | 3.4% | $5.25万 | 加仓 |
| CHEF | CHEFS WHSE INC | $161.58万 | 0.00% | 16,814 | 5,193 | 44.7% | $49.90万 | 加仓 |
| ISPY | PROSHARES TR | $162.15万 | 0.00% | 33,649 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $162.24万 | 0.00% | 37,374 | -2,839 | -7.1% | -$12.32万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP | $162.50万 | 0.00% | 45,903 | 1,171 | 2.6% | $4.15万 | 加仓 |
| ROCK | GIBRALTAR INDS INC | $162.79万 | 0.00% | 36,095 | 19,749 | 120.8% | $89.07万 | 加仓 |
| PTC | PTC INC | $163.00万 | 0.00% | 14,348 | -9,788 | -40.6% | -$111.20万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $163.05万 | 0.00% | 31,742 | -8,408 | -20.9% | -$43.19万 | 减仓 |
| GNK | GENCO SHIPPING & TRADING LTD | $163.12万 | 0.00% | 65,826 | 1,350 | 2.1% | $3.35万 | 加仓 |
| SR | SPIRE INC | $163.43万 | 0.00% | 20,928 | 5,462 | 35.3% | $42.65万 | 加仓 |
| WRBY | WARBY PARKER INC | $163.51万 | 0.00% | 53,894 | -7,576 | -12.3% | -$22.99万 | 减仓 |
| PUMP | PROPETRO HLDG CORP | $164.31万 | 0.00% | 114,583 | 21,569 | 23.2% | $30.93万 | 加仓 |
| MGNI | MAGNITE INC | $164.46万 | 0.00% | 86,650 | 14,472 | 20.1% | $27.47万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $164.77万 | 0.00% | 21,432 | 1,935 | 9.9% | $14.88万 | 加仓 |
| — | STRATEGY SHS | $165.03万 | 0.00% | 72,247 | 1,150 | 1.6% | $2.63万 | 加仓 |
| MAC | MACERICH CO | $165.09万 | 0.00% | 65,537 | 2,944 | 4.7% | $7.42万 | 加仓 |
| EMBJ | EMBRAER S.A. | $165.17万 | 0.00% | 25,888 | 3,088 | 13.5% | $19.70万 | 加仓 |
| BAP | CREDICORP LTD | $165.22万 | 0.00% | 4,241 | 78 | 1.9% | $3.04万 | 加仓 |
| MLAB | MESA LABS INC | $165.40万 | 0.00% | 16,615 | 1,621 | 10.8% | $16.14万 | 加仓 |
| TXNM | TXNM ENERGY INC | $165.53万 | 0.00% | 29,152 | -1,812 | -5.9% | -$10.29万 | 减仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $165.86万 | 0.00% | 46,696 | 29,148 | 166.1% | $103.53万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $165.87万 | 0.00% | 286,971 | 61,301 | 27.2% | $35.43万 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $165.94万 | 0.00% | 8,482 | 1,524 | 21.9% | $29.82万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $165.96万 | 0.00% | 38,055 | 563 | 1.5% | $2.46万 | 加仓 |