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 |
|---|---|---|---|---|---|---|---|---|
| DIVO | AMPLIFY ETF TR | $170.01万 | 0.00% | 37,907 | -4,876 | -11.4% | -$21.87万 | 减仓 |
| CRI | CARTERS INC | $170.24万 | 0.00% | 47,606 | 10,858 | 29.5% | $38.83万 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $170.50万 | 0.00% | 385,743 | -93,673 | -19.5% | -$41.40万 | 减仓 |
| OCFC | OCEANFIRST FINL CORP | $170.62万 | 0.00% | 94,576 | -6,075 | -6.0% | -$10.96万 | 减仓 |
| DBX | DROPBOX INC | $170.71万 | 0.00% | 75,135 | 8,548 | 12.8% | $19.42万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $171.48万 | 0.00% | 22,965 | 2,136 | 10.3% | $15.95万 | 加仓 |
| — | ISHARES ETHEREUM TR | $171.48万 | 0.00% | 108,328 | -3,302 | -3.0% | -$5.23万 | 减仓 |
| MIDD | MIDDLEBY CORP | $171.51万 | 0.00% | 12,936 | 3,379 | 35.4% | $44.80万 | 加仓 |
| CENX | CENTURY ALUM CO | $171.55万 | 0.00% | 29,230 | 9,157 | 45.6% | $53.74万 | 加仓 |
| SUI | SUN CMNTYS INC | $172.29万 | 0.00% | 13,678 | 2,700 | 24.6% | $34.01万 | 加仓 |
| BJRI | BJS RESTAURANTS INC | $172.34万 | 0.00% | 49,100 | 11,690 | 31.2% | $41.03万 | 加仓 |
| CNK | CINEMARK HLDGS INC | $172.41万 | 0.00% | 60,453 | 26,637 | 78.8% | $75.97万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $172.73万 | 0.00% | 31,664 | 2,510 | 8.6% | $13.69万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $172.75万 | 0.00% | 24,967 | 4,494 | 22.0% | $31.09万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $173.15万 | 0.00% | 77,541 | 14,943 | 23.9% | $33.37万 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $173.18万 | 0.00% | 58,786 | -24,220 | -29.2% | -$71.35万 | 减仓 |
| NSIT | INSIGHT ENTERPRISES INC | $173.37万 | 0.00% | 25,872 | 7,763 | 42.9% | $52.02万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $173.39万 | 0.00% | 29,818 | 10,618 | 55.3% | $61.74万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $173.49万 | 0.00% | 43,168 | -2,482 | -5.4% | -$9.98万 | 减仓 |
| UPBD | UPBOUND GROUP INC | $173.60万 | 0.00% | 96,177 | 40,529 | 72.8% | $73.16万 | 加仓 |
| AAUA | EA SERIES TRUST | $173.74万 | 0.00% | 35,500 | 35,500 | — | $173.74万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $173.91万 | 0.00% | 9,199 | 5,428 | 143.9% | $102.62万 | 加仓 |
| SPT | SPROUT SOCIAL INC | $173.95万 | 0.00% | 305,183 | 177,006 | 138.1% | $100.89万 | 加仓 |
| EMLC | VANECK ETF TRUST | $174.35万 | 0.00% | 69,433 | 52,810 | 317.7% | $132.61万 | 加仓 |
| GEN | GEN DIGITAL INC | $175.04万 | 0.00% | 92,956 | 12,310 | 15.3% | $23.18万 | 加仓 |
| NATL | NCR ATLEOS CORPORATION | $175.25万 | 0.00% | 40,213 | 4,411 | 12.3% | $19.22万 | 加仓 |
| GBX | GREENBRIER COS INC | $175.74万 | 0.00% | 33,379 | 721 | 2.2% | $3.80万 | 加仓 |
| BORR | BORR DRILLING LTD | $175.92万 | 0.00% | 304,891 | 3,887 | 1.3% | $2.24万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $175.97万 | 0.00% | 14,989 | 5,079 | 51.3% | $59.63万 | 加仓 |
| OII | OCEANEERING INTL INC | $176.19万 | 0.00% | 49,674 | 17,858 | 56.1% | $63.34万 | 加仓 |
| EFOR | ASGN INC | $176.52万 | 0.00% | 45,601 | -5,751 | -11.2% | -$22.26万 | 减仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $176.74万 | 0.00% | 277,451 | 16,645 | 6.4% | $10.60万 | 加仓 |
| TDC | TERADATA CORP DEL | $176.82万 | 0.00% | 68,988 | 364 | 0.5% | $9,329 | 加仓 |
| — | PROSHARES TR | $176.84万 | 0.00% | 24,678 | -920 | -3.6% | -$6.59万 | 减仓 |
| SCHL | SCHOLASTIC CORP | $176.93万 | 0.00% | 45,298 | 10,624 | 30.6% | $41.50万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $177.10万 | 0.00% | 90,680 | -18,361 | -16.8% | -$35.86万 | 减仓 |
| ALNT | ALLIENT INC | $177.47万 | 0.00% | 30,033 | 3,103 | 11.5% | $18.34万 | 加仓 |
| AMBA | AMBARELLA INC | $177.71万 | 0.00% | 34,524 | 8,848 | 34.5% | $45.54万 | 加仓 |
| JNK | SPDR SERIES TRUST | $177.88万 | 0.00% | 18,583 | 10,814 | 139.2% | $103.51万 | 加仓 |
| — | FIDELITY D & D BANCORP INC | $177.89万 | 0.00% | 41,101 | 64 | 0.2% | $2,770 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $178.01万 | 0.00% | 15,207 | 2,801 | 22.6% | $32.79万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $178.21万 | 0.00% | 73,930 | -865 | -1.2% | -$2.09万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $178.38万 | 0.00% | 15,384 | 181 | 1.2% | $2.10万 | 加仓 |
| CVSA | COVISTA INC | $178.58万 | 0.00% | 15,495 | 7,542 | 94.8% | $86.92万 | 加仓 |
| BIZD | VANECK ETF TRUST | $178.89万 | 0.00% | 139,756 | 72,156 | 106.7% | $92.36万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $178.90万 | 0.00% | 37,608 | 10,719 | 39.9% | $50.99万 | 加仓 |
| NEU | NEWMARKET CORP | $179.27万 | 0.00% | 2,797 | 355 | 14.5% | $22.75万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $179.45万 | 0.00% | 19,497 | 14,630 | 300.6% | $134.65万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $179.50万 | 0.00% | 70,751 | 9,983 | 16.4% | $25.33万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $179.60万 | 0.00% | 40,377 | 8,477 | 26.6% | $37.71万 | 加仓 |
| — | ARCELLX INC | $179.73万 | 0.00% | 15,653 | 8,334 | 113.9% | $95.69万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $179.91万 | 0.00% | 145,917 | -747 | -0.5% | -$9,210 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $180.21万 | 0.00% | 194,197 | 48,517 | 33.3% | $45.02万 | 加仓 |
| PFXF | VANECK ETF TRUST | $180.77万 | 0.00% | 103,062 | -3,507 | -3.3% | -$6.15万 | 减仓 |
| TXNM | TXNM ENERGY INC | $181.02万 | 0.00% | 30,964 | 2,733 | 9.7% | $15.98万 | 加仓 |
| AVPT | AVEPOINT INC | $181.11万 | 0.00% | 190,442 | 103,082 | 118.0% | $98.03万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $181.41万 | 0.00% | 73,151 | -8,744 | -10.7% | -$21.69万 | 减仓 |
| BRC | BRADY CORP | $181.46万 | 0.00% | 22,337 | 3,253 | 17.0% | $26.43万 | 加仓 |
| BGS | B & G FOODS INC | $181.65万 | 0.00% | 377,655 | 27,897 | 8.0% | $13.42万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $181.91万 | 0.00% | 7,953 | 1,162 | 17.1% | $26.58万 | 加仓 |
| QXO | QXO INC | $182.31万 | 0.00% | 93,878 | 14,473 | 18.2% | $28.11万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $182.52万 | 0.00% | 325,935 | -1,616 | -0.5% | -$9,050 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $182.67万 | 0.00% | 39,806 | -12,592 | -24.0% | -$57.78万 | 减仓 |
| CXT | CRANE NXT CO | $182.92万 | 0.00% | 45,066 | 31,629 | 235.4% | $128.38万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $183.05万 | 0.00% | 22,465 | 6,228 | 38.4% | $50.75万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $183.05万 | 0.00% | 31,387 | 6,492 | 26.1% | $37.86万 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $183.19万 | 0.00% | 84,188 | -11,029 | -11.6% | -$24.00万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $183.38万 | 0.00% | 21,085 | -4,121 | -16.3% | -$35.84万 | 减仓 |
| OIS | OIL STS INTL INC | $183.69万 | 0.00% | 157,809 | 52,461 | 49.8% | $61.06万 | 加仓 |
| MBWM | MERCANTILE BK CORP | $183.70万 | 0.00% | 36,376 | 1,933 | 5.6% | $9.76万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $184.20万 | 0.00% | 65,786 | 21,453 | 48.4% | $60.07万 | 加仓 |
| FUTU | FUTU HLDGS LTD | $184.44万 | 0.00% | 13,486 | 290 | 2.2% | $3.97万 | 加仓 |
| BROS | DUTCH BROS INC | $184.61万 | 0.00% | 36,441 | 9,335 | 34.4% | $47.29万 | 加仓 |
| LAZ | LAZARD INC | $184.63万 | 0.00% | 43,462 | 7,214 | 19.9% | $30.65万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $185.39万 | 0.00% | 308,982 | 258,865 | 516.5% | $155.32万 | 加仓 |
| RVLV | REVOLVE GROUP INC | $185.47万 | 0.00% | 82,031 | 45,611 | 125.2% | $103.13万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $185.75万 | 0.00% | 16,596 | 1,058 | 6.8% | $11.84万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $185.79万 | 0.00% | 49,556 | -11,118 | -18.3% | -$41.68万 | 减仓 |
| W | WAYFAIR INC | $185.81万 | 0.00% | 24,705 | -7,994 | -24.4% | -$60.12万 | 减仓 |
| WULF | TERAWULF INC | $185.86万 | 0.00% | 128,800 | 42,087 | 48.5% | $60.73万 | 加仓 |
| INVA | INNOVIVA INC | $185.86万 | 0.00% | 79,770 | 9,659 | 13.8% | $22.51万 | 加仓 |
| NVMI | NOVA LTD | $185.96万 | 0.00% | 4,282 | 2,202 | 105.9% | $95.63万 | 加仓 |
| AS | AMER SPORTS INC | $186.26万 | 0.00% | 56,579 | -29,823 | -34.5% | -$98.18万 | 减仓 |
| ITRI | ITRON INC | $186.27万 | 0.00% | 20,782 | 2,974 | 16.7% | $26.66万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $186.67万 | 0.00% | 91,400 | 4,615 | 5.3% | $9.43万 | 加仓 |
| M | MACYS INC | $186.81万 | 0.00% | 103,265 | -18,052 | -14.9% | -$32.66万 | 减仓 |
| USIG | ISHARES TR | $186.91万 | 0.00% | 36,484 | 992 | 2.8% | $5.08万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $186.96万 | 0.00% | 15,841 | 1,691 | 12.0% | $19.96万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $186.99万 | 0.00% | 32,351 | 14,231 | 78.5% | $82.26万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $187.00万 | 0.00% | 70,354 | 2,999 | 4.5% | $7.97万 | 加仓 |
| MNRO | MONRO INC | $187.02万 | 0.00% | 116,593 | -35,041 | -23.1% | -$56.21万 | 减仓 |
| PI | IMPINJ INC | $187.24万 | 0.00% | 18,232 | -953 | -5.0% | -$9.79万 | 减仓 |
| HCKT | HACKETT GROUP INC | $187.58万 | 0.00% | 144,184 | 17,046 | 13.4% | $22.18万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $188.07万 | 0.00% | 19,317 | 605 | 3.2% | $5.89万 | 加仓 |
| OXM | OXFORD INDS INC | $188.20万 | 0.00% | 48,871 | 27,688 | 130.7% | $106.63万 | 加仓 |
| XJH | ISHARES TR | $188.40万 | 0.00% | 41,524 | 28,850 | 227.6% | $130.89万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $188.63万 | 0.00% | 49,328 | 49,328 | — | $188.63万 | 新建仓 |
| CFFN | CAPITOL FED FINL INC | $188.68万 | 0.00% | 264,622 | -6,400 | -2.4% | -$4.56万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $188.78万 | 0.00% | 15,483 | 242 | 1.6% | $2.95万 | 加仓 |
| OLN | OLIN CORP | $188.89万 | 0.00% | 63,535 | 19,905 | 45.6% | $59.18万 | 加仓 |