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 |
|---|---|---|---|---|---|---|---|---|
| SMMD | ISHARES TR | $166.12万 | 0.00% | 18,129 | 4,239 | 30.5% | $38.84万 | 加仓 |
| RAL | RALLIANT CORP | $166.15万 | 0.00% | 22,566 | -6,204 | -21.6% | -$45.68万 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $166.23万 | 0.00% | 77,714 | 16,801 | 27.6% | $35.94万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $166.55万 | 0.00% | 11,907 | -3,576 | -23.1% | -$50.02万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $166.72万 | 0.00% | 37,373 | 26,069 | 230.6% | $116.29万 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC | $166.82万 | 0.00% | 67,703 | 2,058 | 3.1% | $5.07万 | 加仓 |
| ITRI | ITRON INC | $166.82万 | 0.00% | 19,279 | -1,503 | -7.2% | -$13.01万 | 减仓 |
| SNAP | SNAP INC | $167.69万 | 0.00% | 377,683 | 289,309 | 327.4% | $128.45万 | 加仓 |
| UHAL | U HAUL HOLDING COMPANY | $168.23万 | 0.00% | 25,707 | 5,233 | 25.6% | $34.24万 | 加仓 |
| BIZD | VANECK ETF TRUST | $168.32万 | 0.00% | 132,951 | -6,805 | -4.9% | -$8.62万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $168.33万 | 0.00% | 179,267 | 5,121 | 2.9% | $4.81万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $168.48万 | 0.00% | 7,686 | 1,235 | 19.1% | $27.07万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $168.50万 | 0.00% | 57,313 | -942 | -1.6% | -$2.77万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $168.68万 | 0.00% | 85,993 | -20,677 | -19.4% | -$40.56万 | 减仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $168.95万 | 0.00% | 16,023 | 199 | 1.3% | $2.10万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $169.25万 | 0.00% | 38,676 | -8,677 | -18.3% | -$37.97万 | 减仓 |
| LNN | LINDSAY CORP | $169.45万 | 0.00% | 13,687 | -4,730 | -25.7% | -$58.56万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $169.59万 | 0.00% | 100,887 | 8,094 | 8.7% | $13.61万 | 加仓 |
| IGRO | ISHARES TR | $169.81万 | 0.00% | 19,312 | 196 | 1.0% | $1.72万 | 加仓 |
| TSBK | TIMBERLAND BANCORP INC | $169.95万 | 0.00% | 37,926 | 5,482 | 16.9% | $24.56万 | 加仓 |
| STLA | STELLANTIS N.V | $169.97万 | 0.00% | 296,119 | -235,343 | -44.3% | -$135.09万 | 减仓 |
| YOU | CLEAR SECURE INC | $170.30万 | 0.00% | 30,558 | 3,410 | 12.6% | $19.00万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $170.34万 | 0.00% | 40,364 | 4,474 | 12.5% | $18.88万 | 加仓 |
| WD | WALKER & DUNLOP INC | $170.77万 | 0.00% | 31,220 | 14,228 | 83.7% | $77.83万 | 加仓 |
| IYE | ISHARES TR | $170.94万 | 0.00% | 30,207 | 464 | 1.6% | $2.63万 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $170.95万 | 0.00% | 67,488 | 13,777 | 25.7% | $34.90万 | 加仓 |
| CPNG | COUPANG INC | $171.35万 | 0.00% | 98,649 | -4,497 | -4.4% | -$7.81万 | 减仓 |
| CE | CELANESE CORP DEL | $171.51万 | 0.00% | 37,284 | 757 | 2.1% | $3.48万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $171.58万 | 0.00% | 134,256 | 41,794 | 45.2% | $53.41万 | 加仓 |
| NNI | NELNET INC | $172.18万 | 0.00% | 12,914 | -1,865 | -12.6% | -$24.87万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $173.27万 | 0.00% | 13,562 | 3,432 | 33.9% | $43.85万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $173.75万 | 0.00% | 60,688 | 48,270 | 388.7% | $138.20万 | 加仓 |
| CCNE | CNB FINL CORP PA | $173.81万 | 0.00% | 51,562 | 3,518 | 7.3% | $11.86万 | 加仓 |
| MSBI | MIDLAND STATES BANCORP INC | $174.00万 | 0.00% | 55,876 | 6,773 | 13.8% | $21.09万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $174.32万 | 0.00% | 154,129 | -2,601 | -1.7% | -$2.94万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $174.44万 | 0.00% | 81,363 | 40,846 | 100.8% | $87.57万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $174.89万 | 0.00% | 22,307 | -3,364 | -13.1% | -$26.37万 | 减仓 |
| FFA | FIRST TR ENHANCED EQUITY | $174.89万 | 0.00% | 78,215 | -1,513 | -1.9% | -$3.38万 | 减仓 |
| USXF | ISHARES TR | $175.08万 | 0.00% | 25,210 | 7,813 | 44.9% | $54.26万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $175.14万 | 0.00% | 25,313 | 2,240 | 9.7% | $15.50万 | 加仓 |
| SCI | SERVICE CORP INTL | $175.20万 | 0.00% | 23,065 | -10,033 | -30.3% | -$76.21万 | 减仓 |
| EES | WISDOMTREE TR | $175.29万 | 0.00% | 25,857 | -223 | -0.9% | -$1.51万 | 减仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $175.37万 | 0.00% | 11,983 | -57 | -0.5% | -$8,342 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $175.91万 | 0.00% | 72,243 | -1,687 | -2.3% | -$4.11万 | 减仓 |
| IYT | ISHARES TR | $176.15万 | 0.00% | 20,306 | -2,350 | -10.4% | -$20.39万 | 减仓 |
| USAR | USA RARE EARTH INC | $176.32万 | 0.00% | 81,706 | 35,872 | 78.3% | $77.41万 | 加仓 |
| BHVN | BIOHAVEN LTD | $176.48万 | 0.00% | 118,599 | 62,486 | 111.4% | $92.98万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $177.03万 | 0.00% | 82,533 | -910 | -1.1% | -$1.95万 | 减仓 |
| ASAN | ASANA INC | $177.24万 | 0.00% | 253,197 | 117,790 | 87.0% | $82.45万 | 加仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $177.39万 | 0.00% | 98,772 | 31,056 | 45.9% | $55.78万 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $178.36万 | 0.00% | 59,954 | 17,131 | 40.0% | $50.96万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $178.45万 | 0.00% | 33,849 | 9,926 | 41.5% | $52.33万 | 加仓 |
| EVH | EVOLENT HEALTH INC | $178.87万 | 0.00% | 330,017 | -17,355 | -5.0% | -$9.41万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $179.11万 | 0.00% | 91,733 | 1,053 | 1.2% | $2.06万 | 加仓 |
| FMC | FMC CORP | $179.19万 | 0.00% | 155,818 | -3,171 | -2.0% | -$3.65万 | 减仓 |
| TALO | TALOS ENERGY INC | $179.28万 | 0.00% | 138,868 | 31,003 | 28.7% | $40.02万 | 加仓 |
| JAKK | JAKKS PAC INC | $179.50万 | 0.00% | 77,104 | -1,312 | -1.7% | -$3.05万 | 减仓 |
| CNMD | CONMED CORP | $179.55万 | 0.00% | 54,858 | 20,210 | 58.3% | $66.15万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $180.34万 | 0.00% | 33,065 | -4,543 | -12.1% | -$24.78万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $180.39万 | 0.00% | 44,354 | 3,038 | 7.4% | $12.36万 | 加仓 |
| KOP | KOPPERS HOLDINGS INC | $180.54万 | 0.00% | 40,210 | 21,816 | 118.6% | $97.95万 | 加仓 |
| EMLC | VANECK ETF TRUST | $181.27万 | 0.00% | 70,921 | 1,488 | 2.1% | $3.80万 | 加仓 |
| WS | WORTHINGTON STL INC | $181.89万 | 0.00% | 54,167 | 3,284 | 6.5% | $11.03万 | 加仓 |
| RPC | RIDGEPOST CAP INC | $181.92万 | 0.00% | 231,153 | 6,940 | 3.1% | $5.46万 | 加仓 |
| WING | WINGSTOP INC | $182.16万 | 0.00% | 10,505 | 7,112 | 209.6% | $123.32万 | 加仓 |
| — | ATKORE INC | $182.17万 | 0.00% | 23,957 | 5,429 | 29.3% | $41.28万 | 加仓 |
| APTV | APTIV PLC | $182.17万 | 0.00% | 29,679 | -7,954 | -21.1% | -$48.82万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $182.32万 | 0.00% | 322,128 | -3,807 | -1.2% | -$2.15万 | 减仓 |
| JOE | ST JOE CO | $182.42万 | 0.00% | 29,127 | -952 | -3.2% | -$5.96万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $182.54万 | 0.00% | 41,723 | -7,833 | -15.8% | -$34.27万 | 减仓 |
| UTZ | UTZ BRANDS INC | $182.56万 | 0.00% | 237,086 | 141,618 | 148.3% | $109.05万 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $182.98万 | 0.00% | 364,504 | -4,970 | -1.3% | -$2.49万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $183.35万 | 0.00% | 64,604 | 7,141 | 12.4% | $20.27万 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $183.38万 | 0.00% | 66,201 | 9,209 | 16.2% | $25.51万 | 加仓 |
| GDS | GDS HLDGS LTD | $183.41万 | 0.00% | 61,075 | 13,175 | 27.5% | $39.56万 | 加仓 |
| AVK | ADVENT CONV & INCOME FD | $183.60万 | 0.00% | 140,156 | -808 | -0.6% | -$1.06万 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $183.84万 | 0.00% | 6,893 | -9,604 | -58.2% | -$256.14万 | 减仓 |
| CRBN | ISHARES TR | $184.01万 | 0.00% | 7,274 | 48 | 0.7% | $1.21万 | 加仓 |
| EFIV | SPDR SERIES TRUST | $184.05万 | 0.00% | 25,237 | -272 | -1.1% | -$1.98万 | 减仓 |
| IBDU | ISHARES TR | $184.27万 | 0.00% | 79,562 | 8,445 | 11.9% | $19.56万 | 加仓 |
| TFSL | TFS FINL CORP | $184.35万 | 0.00% | 104,037 | 11,042 | 11.9% | $19.57万 | 加仓 |
| SAFT | SAFETY INS GROUP INC | $184.37万 | 0.00% | 24,629 | -13,049 | -34.6% | -$97.68万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $184.45万 | 0.00% | 24,913 | 4,485 | 22.0% | $33.21万 | 加仓 |
| IHI | ISHARES TR | $184.54万 | 0.00% | 37,348 | -2,977 | -7.4% | -$14.71万 | 减仓 |
| EUFN | ISHARES TR | $184.87万 | 0.00% | 47,414 | 1,797 | 3.9% | $7.01万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $185.01万 | 0.00% | 123,835 | 36,895 | 42.4% | $55.12万 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $185.06万 | 0.00% | 18,419 | 4,954 | 36.8% | $49.77万 | 加仓 |
| INOD | INNODATA INC | $185.13万 | 0.00% | 24,495 | 4,916 | 25.1% | $37.15万 | 加仓 |
| CXT | CRANE NXT CO | $185.38万 | 0.00% | 36,235 | -8,831 | -19.6% | -$45.18万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $185.59万 | 0.00% | 71,878 | -676,960 | -90.4% | -$1,747.92万 | 减仓 |
| MGEE | MGE ENERGY INC | $185.60万 | 0.00% | 22,762 | 12,401 | 119.7% | $101.12万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $186.26万 | 0.00% | 5,588 | 180 | 3.3% | $6.00万 | 加仓 |
| AVPT | AVEPOINT INC | $186.41万 | 0.00% | 166,288 | -24,154 | -12.7% | -$27.08万 | 减仓 |
| JSTC | TIDAL TRUST I | $186.47万 | 0.00% | 81,500 | 0 | 0.0% | — | 不变 |
| RWJ | INVESCO EXCH TRADED FD TR II | $186.58万 | 0.00% | 31,357 | 617 | 2.0% | $3.67万 | 加仓 |
| RRC | RANGE RES CORP | $186.70万 | 0.00% | 50,202 | 15,716 | 45.6% | $58.45万 | 加仓 |
| TMP | TOMPKINS FINL CORP | $186.82万 | 0.00% | 19,765 | 2,338 | 13.4% | $22.10万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $186.84万 | 0.00% | 25,595 | 13,634 | 114.0% | $99.53万 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $187.26万 | 0.00% | 29,583 | 3,691 | 14.3% | $23.36万 | 加仓 |
| — | ISHARES TR | $187.31万 | 0.00% | 31,850 | -288 | -0.9% | -$1.69万 | 减仓 |