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 |
|---|---|---|---|---|---|---|---|---|
| JOE | ST JOE CO | $188.89万 | 0.00% | 30,079 | 1,445 | 5.0% | $9.07万 | 加仓 |
| ITB | ISHARES TR | $189.48万 | 0.00% | 20,926 | -191 | -0.9% | -$1.73万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $189.76万 | 0.00% | 25,671 | 4,258 | 19.9% | $31.47万 | 加仓 |
| HDEF | DBX ETF TR | $189.83万 | 0.00% | 58,570 | 5,494 | 10.4% | $17.81万 | 加仓 |
| IXC | ISHARES TR | $190.50万 | 0.00% | 33,067 | -5,535 | -14.3% | -$31.89万 | 减仓 |
| NNI | NELNET INC | $190.59万 | 0.00% | 14,779 | 1,634 | 12.4% | $21.07万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $190.75万 | 0.00% | 20,168 | 1,930 | 10.6% | $18.25万 | 加仓 |
| WK | WORKIVA INC | $190.84万 | 0.00% | 32,005 | -438 | -1.4% | -$2.61万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $190.92万 | 0.00% | 77,216 | 24,916 | 47.6% | $61.60万 | 加仓 |
| IYG | ISHARES TR | $190.99万 | 0.00% | 23,055 | 224 | 1.0% | $1.86万 | 加仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $191.33万 | 0.00% | 30,307 | 622 | 2.1% | $3.93万 | 加仓 |
| DWM | WISDOMTREE TR | $191.87万 | 0.00% | 27,454 | -149 | -0.5% | -$1.04万 | 减仓 |
| CC | CHEMOURS CO | $192.30万 | 0.00% | 87,292 | 24,538 | 39.1% | $54.06万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $192.39万 | 0.00% | 525,663 | 274,519 | 109.3% | $100.47万 | 加仓 |
| TFII | TRANSFORCE INC | $192.62万 | 0.00% | 17,732 | 2,157 | 13.8% | $23.43万 | 加仓 |
| IYE | ISHARES TR | $192.64万 | 0.00% | 29,743 | 1,737 | 6.2% | $11.25万 | 加仓 |
| WASH | WASHINGTON TR BANCORP INC | $192.93万 | 0.00% | 57,660 | 4,898 | 9.3% | $16.39万 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $192.94万 | 0.00% | 109,501 | -1,045 | -0.9% | -$1.84万 | 减仓 |
| GDS | GDS HLDGS LTD | $192.99万 | 0.00% | 47,900 | -5,430 | -10.2% | -$21.88万 | 减仓 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $193.30万 | 0.00% | 134,987 | 47,319 | 54.0% | $67.76万 | 加仓 |
| KSS | KOHLS CORP | $193.71万 | 0.00% | 150,166 | 47,970 | 46.9% | $61.88万 | 加仓 |
| TXG | 10X GENOMICS INC | $193.85万 | 0.00% | 91,311 | 32,592 | 55.5% | $69.19万 | 加仓 |
| — | LEGGETT & PLATT INC | $193.93万 | 0.00% | 196,289 | -1,825 | -0.9% | -$1.80万 | 减仓 |
| ATRO | ASTRONICS CORP | $194.34万 | 0.00% | 29,124 | 2,530 | 9.5% | $16.88万 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $194.48万 | 0.00% | 157,349 | 37,753 | 31.6% | $46.66万 | 加仓 |
| TRS | TRIMAS CORP | $194.65万 | 0.00% | 54,160 | 6,426 | 13.5% | $23.10万 | 加仓 |
| CPNG | COUPANG INC | $194.74万 | 0.00% | 103,146 | 73,893 | 252.6% | $139.51万 | 加仓 |
| — | PROSHARES TR | $194.75万 | 0.00% | 27,425 | 0 | 0.0% | — | 不变 |
| — | CRINETICS PHARMACEUTICALS IN | $194.81万 | 0.00% | 53,637 | 6,316 | 13.3% | $22.94万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $194.95万 | 0.00% | 47,353 | 9,083 | 23.7% | $37.40万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $195.50万 | 0.00% | 64,908 | 2,072 | 3.3% | $6.24万 | 加仓 |
| — | PROSHARES TR | $195.58万 | 0.00% | 19,305 | 745 | 4.0% | $7.55万 | 加仓 |
| KWR | QUAKER HOUGHTON | $196.43万 | 0.00% | 15,812 | -40 | -0.3% | -$4,969 | 减仓 |
| PPLI | IAC INC | $196.59万 | 0.00% | 49,111 | 41,269 | 526.3% | $165.20万 | 加仓 |
| — | ISHARES TR | $196.72万 | 0.00% | 41,208 | 41,208 | — | $196.72万 | 新建仓 |
| FELC | FIDELITY COVINGTON TRUST | $197.24万 | 0.00% | 54,382 | 9,798 | 22.0% | $35.54万 | 加仓 |
| MAGS | LISTED FDS TR | $198.26万 | 0.00% | 34,218 | 14,697 | 75.3% | $85.15万 | 加仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $198.53万 | 0.00% | 63,858 | -2,856 | -4.3% | -$8.88万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $198.70万 | 0.00% | 22,120 | -3,450 | -13.5% | -$30.99万 | 减仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $199.38万 | 0.00% | 137,220 | -10,773 | -7.3% | -$15.65万 | 减仓 |
| WBTN | WEBTOON ENTMT INC | $199.66万 | 0.00% | 217,259 | 103,465 | 90.9% | $95.08万 | 加仓 |
| VSEC | VSE CORP | $199.82万 | 0.00% | 10,836 | 5,196 | 92.1% | $95.81万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $201.32万 | 0.00% | 25,375 | -37,533 | -59.7% | -$297.78万 | 减仓 |
| IOO | ISHARES TR | $201.94万 | 0.00% | 16,694 | 2,346 | 16.4% | $28.38万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $202.19万 | 0.00% | 39,661 | 6,950 | 21.2% | $35.43万 | 加仓 |
| SSRM | SSR MINING IN | $202.38万 | 0.00% | 68,897 | 434 | 0.6% | $1.27万 | 加仓 |
| ARCB | ARCBEST CORP | $202.52万 | 0.00% | 20,590 | 4,675 | 29.4% | $45.98万 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $202.99万 | 0.00% | 220,402 | 220,402 | — | $202.99万 | 新建仓 |
| IBTG | ISHARES TR | $203.17万 | 0.00% | 88,661 | 3,098 | 3.6% | $7.10万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $203.40万 | 0.00% | 40,150 | -1,458 | -3.5% | -$7.39万 | 减仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $203.58万 | 0.00% | 369,474 | 18,084 | 5.1% | $9.96万 | 加仓 |
| AOA | ISHARES TR | $203.72万 | 0.00% | 23,021 | -5,520 | -19.3% | -$48.85万 | 减仓 |
| GABC | GERMAN AMERN BANCORP INC | $204.44万 | 0.00% | 48,921 | 7,836 | 19.1% | $32.75万 | 加仓 |
| MCBS | METROCITY BANKSHARES INC | $205.06万 | 0.00% | 71,526 | 37,139 | 108.0% | $106.48万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $205.15万 | 0.00% | 20,637 | -993 | -4.6% | -$9.87万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $205.62万 | 0.00% | 34,512 | 28,289 | 454.6% | $168.55万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $205.63万 | 0.00% | 156,730 | 65,676 | 72.1% | $86.17万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $205.80万 | 0.00% | 17,960 | 2,017 | 12.7% | $23.11万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $206.09万 | 0.00% | 13,623 | -47,601 | -77.7% | -$720.10万 | 减仓 |
| PATH | UIPATH INC | $206.18万 | 0.00% | 185,745 | 37,122 | 25.0% | $41.21万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $206.27万 | 0.00% | 43,738 | 3,253 | 8.0% | $15.34万 | 加仓 |
| TPG | TPG INC | $206.34万 | 0.00% | 50,936 | 29,375 | 136.2% | $119.00万 | 加仓 |
| FOR | FORESTAR GROUP INC | $206.44万 | 0.00% | 84,468 | 41,072 | 94.6% | $100.38万 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $206.70万 | 0.00% | 25,506 | 10,618 | 71.3% | $86.05万 | 加仓 |
| COMP | COMPASS INC | $206.77万 | 0.00% | 282,856 | 21,582 | 8.3% | $15.78万 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC | $206.87万 | 0.00% | 78,836 | 4,434 | 6.0% | $11.63万 | 加仓 |
| DOLE | DOLE PLC | $206.99万 | 0.00% | 144,848 | 16,093 | 12.5% | $23.00万 | 加仓 |
| CLH | CLEAN HARBORS INC | $207.24万 | 0.00% | 7,228 | 1,293 | 21.8% | $37.07万 | 加仓 |
| RRBI | RED RIVER BANCSHARES INC | $207.48万 | 0.00% | 22,941 | 3,160 | 16.0% | $28.58万 | 加仓 |
| ALAB | ASTERA LABS INC | $207.52万 | 0.00% | 18,935 | -875 | -4.4% | -$9.59万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $207.54万 | 0.00% | 56,473 | 12,141 | 27.4% | $44.62万 | 加仓 |
| AWR | AMER STATES WTR CO | $207.59万 | 0.00% | 27,452 | -47 | -0.2% | -$3,554 | 减仓 |
| HLNE | HAMILTON LANE INC | $207.63万 | 0.00% | 20,888 | -1,049 | -4.8% | -$10.43万 | 减仓 |
| WT | WISDOMTREE INC | $207.87万 | 0.00% | 142,765 | 25,091 | 21.3% | $36.53万 | 加仓 |
| HYG | ISHARES TR | $207.87万 | 0.00% | 26,127 | 18,181 | 228.8% | $144.65万 | 加仓 |
| IAUM | ISHARES GOLD TR | $208.13万 | 0.00% | 44,567 | 11,756 | 35.8% | $54.90万 | 加仓 |
| GDDY | GODADDY INC | $208.67万 | 0.00% | 25,241 | -4,216 | -14.3% | -$34.85万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $208.72万 | 0.00% | 27,934 | -2,947 | -9.5% | -$22.02万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $209.29万 | 0.00% | 12,631 | 2,849 | 29.1% | $47.21万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $209.34万 | 0.00% | 106,670 | -509 | -0.5% | -$9,989 | 减仓 |
| CBZ | CBIZ INC | $210.03万 | 0.00% | 78,223 | 50,551 | 182.7% | $135.73万 | 加仓 |
| DK | DELEK US HLDGS INC NEW | $210.11万 | 0.00% | 46,619 | 5,934 | 14.6% | $26.74万 | 加仓 |
| XP | XP INC | $210.54万 | 0.00% | 110,578 | 40,915 | 58.7% | $77.90万 | 加仓 |
| RDNT | RADNET INC | $210.93万 | 0.00% | 37,739 | 1,422 | 3.9% | $7.95万 | 加仓 |
| QCRH | QCR HLDGS INC | $211.21万 | 0.00% | 24,717 | 374 | 1.5% | $3.20万 | 加仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $211.74万 | 0.00% | 177,334 | 44,370 | 33.4% | $52.98万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $211.80万 | 0.00% | 164,569 | 20,194 | 14.0% | $25.99万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $211.95万 | 0.00% | 20,504 | -4,277 | -17.3% | -$44.21万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $212.26万 | 0.00% | 63,896 | 1,007 | 1.6% | $3.35万 | 加仓 |
| NUEM | NUSHARES ETF TR | $212.44万 | 0.00% | 57,824 | -316 | -0.5% | -$1.16万 | 减仓 |
| DGICA | DONEGAL GROUP INC | $212.62万 | 0.00% | 123,760 | -37,775 | -23.4% | -$64.90万 | 减仓 |
| CART | MAPLEBEAR INC | $212.70万 | 0.00% | 56,780 | 1,453 | 2.6% | $5.44万 | 加仓 |
| QGEN | QIAGEN NV | $212.78万 | 0.00% | 53,141 | 53,141 | — | $212.78万 | 新建仓 |
| STN | STANTEC INC | $213.60万 | 0.00% | 24,722 | 805 | 3.4% | $6.96万 | 加仓 |
| MNDY | MONDAY COM LTD | $214.29万 | 0.00% | 31,007 | 23,592 | 318.2% | $163.04万 | 加仓 |
| DAN | DANA INC | $214.97万 | 0.00% | 63,883 | 22,093 | 52.9% | $74.34万 | 加仓 |
| IHI | ISHARES TR | $215.13万 | 0.00% | 40,325 | 32 | 0.1% | $1,707 | 加仓 |
| POST | POST HLDGS INC | $215.48万 | 0.00% | 21,796 | 7,849 | 56.3% | $77.60万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $216.03万 | 0.00% | 228,598 | 200 | 0.1% | $1,890 | 加仓 |
| EVUS | ISHARES TR | $216.08万 | 0.00% | 67,881 | 67,881 | — | $216.08万 | 新建仓 |