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 |
|---|---|---|---|---|---|---|---|---|
| PALC | PACER FDS TR | $216.37万 | 0.00% | 41,763 | -727 | -1.7% | -$3.77万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $216.55万 | 0.00% | 50,905 | -1,415 | -2.7% | -$6.02万 | 减仓 |
| VNO | VORNADO RLTY TR | $217.22万 | 0.00% | 83,580 | 47,032 | 128.7% | $122.24万 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $217.57万 | 0.00% | 229,024 | 139,647 | 156.2% | $132.66万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $218.60万 | 0.00% | 41,222 | -4,038 | -8.9% | -$21.41万 | 减仓 |
| GGB | GERDAU SA | $218.74万 | 0.00% | 605,923 | 342,812 | 130.3% | $123.76万 | 加仓 |
| NLR | VANECK ETF TRUST | $218.84万 | 0.00% | 16,430 | 2,409 | 17.2% | $32.09万 | 加仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $218.88万 | 0.00% | 80,947 | 12,022 | 17.4% | $32.51万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $218.94万 | 0.00% | 100,662 | 55,837 | 124.6% | $121.45万 | 加仓 |
| LNN | LINDSAY CORP | $219.29万 | 0.00% | 18,417 | 2,315 | 14.4% | $27.56万 | 加仓 |
| TPC | TUTOR PERINI CORP | $219.53万 | 0.00% | 28,440 | 2,611 | 10.1% | $20.15万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $219.64万 | 0.00% | 31,001 | 12,211 | 65.0% | $86.52万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $220.24万 | 0.00% | 69,963 | 17,802 | 34.1% | $56.04万 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $220.63万 | 0.00% | 25,389 | 7,248 | 40.0% | $62.99万 | 加仓 |
| DHS | WISDOMTREE TR | $220.82万 | 0.00% | 20,218 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $221.31万 | 0.00% | 79,779 | 38,770 | 94.5% | $107.55万 | 加仓 |
| RRR | RED ROCK RESORTS INC | $221.56万 | 0.00% | 41,522 | 6,705 | 19.3% | $35.78万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $222.27万 | 0.00% | 39,334 | 2,642 | 7.2% | $14.93万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $222.53万 | 0.00% | 29,739 | -3,001 | -9.2% | -$22.46万 | 减仓 |
| SPSC | SPS COMM INC | $222.60万 | 0.00% | 39,985 | 11,353 | 39.7% | $63.20万 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $223.06万 | 0.00% | 18,666 | -433 | -2.3% | -$5.17万 | 减仓 |
| SBH | SALLY BEAUTY HLDGS INC | $223.09万 | 0.00% | 161,076 | 62,938 | 64.1% | $87.17万 | 加仓 |
| ICLN | ISHARES TR | $223.16万 | 0.00% | 122,013 | 3,545 | 3.0% | $6.48万 | 加仓 |
| HBNC | HORIZON BANCORP IND | $224.52万 | 0.00% | 135,498 | -7,502 | -5.2% | -$12.43万 | 减仓 |
| BPOP | POPULAR INC | $224.95万 | 0.00% | 16,766 | -1,121 | -6.3% | -$15.04万 | 减仓 |
| TROX | TRONOX HOLDINGS PLC | $225.24万 | 0.00% | 230,543 | 31,414 | 15.8% | $30.69万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $225.49万 | 0.00% | 43,423 | 9,916 | 29.6% | $51.49万 | 加仓 |
| VLGEA | VILLAGE SUPER MKT INC | $225.93万 | 0.00% | 53,499 | 13,531 | 33.9% | $57.14万 | 加仓 |
| PD | PAGERDUTY INC | $226.45万 | 0.00% | 364,655 | 349,385 | 2,288.0% | $216.97万 | 加仓 |
| PATK | PATRICK INDS INC | $226.47万 | 0.00% | 20,390 | 6,742 | 49.4% | $74.88万 | 加仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $226.89万 | 0.00% | 16,888 | 7,189 | 74.1% | $96.59万 | 加仓 |
| — | NORTHFIELD BANCORP INC DEL | $226.95万 | 0.00% | 167,614 | 43,470 | 35.0% | $58.86万 | 加仓 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $227.05万 | 0.00% | 54,685 | 4,380 | 8.7% | $18.19万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $227.11万 | 0.00% | 107,228 | -98,697 | -47.9% | -$209.04万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $227.23万 | 0.00% | 61,730 | -8,611 | -12.2% | -$31.70万 | 减仓 |
| FTDR | FRONTDOOR INC | $227.23万 | 0.00% | 42,987 | 8,866 | 26.0% | $46.87万 | 加仓 |
| IVLU | ISHARES TR | $227.56万 | 0.00% | 57,348 | 3,964 | 7.4% | $15.73万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD III | $228.35万 | 0.00% | 56,802 | 6 | 0.0% | $241 | 加仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $229.32万 | 0.00% | 48,647 | 22,240 | 84.2% | $104.84万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $229.83万 | 0.00% | 41,300 | 10,029 | 32.1% | $55.81万 | 加仓 |
| CAC | CAMDEN NATL CORP | $229.99万 | 0.00% | 48,470 | 4,616 | 10.5% | $21.90万 | 加仓 |
| HEDJ | WISDOMTREE TR | $230.04万 | 0.00% | 43,985 | 1,047 | 2.4% | $5.48万 | 加仓 |
| AXTI | AXT INC | $230.33万 | 0.00% | 40,423 | 731 | 1.8% | $4.17万 | 加仓 |
| STNE | STONECO LTD | $230.61万 | 0.00% | 163,323 | 18,891 | 13.1% | $26.67万 | 加仓 |
| KRNY | KEARNY FINL CORP MD | $230.76万 | 0.00% | 305,639 | -6,015 | -1.9% | -$4.54万 | 减仓 |
| MZTI | MARZETTI COMPANY | $231.50万 | 0.00% | 16,735 | 3,536 | 26.8% | $48.91万 | 加仓 |
| CXM | SPRINKLR INC | $231.75万 | 0.00% | 386,249 | 354,740 | 1,125.8% | $212.84万 | 加仓 |
| SKY | CHAMPION HOMES INC | $232.06万 | 0.00% | 31,203 | 7,389 | 31.0% | $54.95万 | 加仓 |
| TENB | TENABLE HLDGS INC | $232.11万 | 0.00% | 137,219 | 88,378 | 181.0% | $149.49万 | 加仓 |
| MQ | MARQETA INC | $232.68万 | 0.00% | 570,293 | 254,041 | 80.3% | $103.65万 | 加仓 |
| GRNT | GRANITE RIDGE RESOURCES INC | $232.76万 | 0.00% | 396,521 | 176,342 | 80.1% | $103.51万 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $233.09万 | 0.00% | 113,314 | 31,076 | 37.8% | $63.92万 | 加仓 |
| GUNR | FLEXSHARES TR | $233.42万 | 0.00% | 42,317 | 1,242 | 3.0% | $6.85万 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $233.57万 | 0.00% | 24,617 | 4,238 | 20.8% | $40.21万 | 加仓 |
| VICR | VICOR CORP | $234.53万 | 0.00% | 14,567 | 5,594 | 62.3% | $90.06万 | 加仓 |
| VRNS | VARONIS SYS INC | $234.69万 | 0.00% | 109,308 | 71,282 | 187.5% | $153.04万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $235.08万 | 0.00% | 156,203 | 26,784 | 20.7% | $40.31万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $235.26万 | 0.00% | 28,246 | 14,477 | 105.1% | $120.58万 | 加仓 |
| MHO | M/I HOMES INC | $235.59万 | 0.00% | 19,240 | 6,886 | 55.7% | $84.32万 | 加仓 |
| ERIE | ERIE INDTY CO | $235.85万 | 0.00% | 9,385 | 664 | 7.6% | $16.69万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $236.06万 | 0.00% | 36,334 | -1,928 | -5.0% | -$12.53万 | 减仓 |
| UDR | UDR INC | $236.40万 | 0.00% | 69,982 | -10,835 | -13.4% | -$36.60万 | 减仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $236.48万 | 0.00% | 218,962 | 82,394 | 60.3% | $88.99万 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $236.99万 | 0.00% | 187,935 | -7,563 | -3.9% | -$9.54万 | 减仓 |
| IEV | ISHARES TR | $237.22万 | 0.00% | 34,916 | -2,916 | -7.7% | -$19.81万 | 减仓 |
| DDS | DILLARDS INC | $237.26万 | 0.00% | 4,147 | 1,175 | 39.5% | $67.22万 | 加仓 |
| GFF | GRIFFON CORP | $237.72万 | 0.00% | 32,707 | 3,208 | 10.9% | $23.32万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $238.10万 | 0.00% | 65,920 | -350 | -0.5% | -$1.26万 | 减仓 |
| AES | AES CORP | $238.15万 | 0.00% | 169,023 | 17,865 | 11.8% | $25.17万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $238.27万 | 0.00% | 38,319 | 9,185 | 31.5% | $57.11万 | 加仓 |
| QDEF | FLEXSHARES TR | $239.46万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $239.48万 | 0.00% | 48,291 | -2,847 | -5.6% | -$14.12万 | 减仓 |
| SCSC | SCANSOURCE INC | $239.74万 | 0.00% | 66,044 | 46,806 | 243.3% | $169.91万 | 加仓 |
| CE | CELANESE CORP DEL | $240.24万 | 0.00% | 36,527 | 11,393 | 45.3% | $74.93万 | 加仓 |
| PEBO | PEOPLES BANCORP INC | $240.31万 | 0.00% | 73,110 | 12,249 | 20.1% | $40.26万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $240.41万 | 0.00% | 61,190 | 3,411 | 5.9% | $13.40万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $240.85万 | 0.00% | 25,606 | 9,109 | 55.2% | $85.68万 | 加仓 |
| MMS | MAXIMUS INC | $241.67万 | 0.00% | 37,702 | -26,817 | -41.6% | -$171.90万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $242.01万 | 0.00% | 88,324 | 20,987 | 31.2% | $57.50万 | 加仓 |
| QTWO | Q2 HLDGS INC | $242.28万 | 0.00% | 51,222 | 6,261 | 13.9% | $29.61万 | 加仓 |
| USFR | WISDOMTREE TR | $242.52万 | 0.00% | 48,176 | 22,293 | 86.1% | $112.22万 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $242.54万 | 0.00% | 192,948 | 55,691 | 40.6% | $70.00万 | 加仓 |
| RNST | RENASANT CORP | $243.29万 | 0.00% | 67,338 | -12,278 | -15.4% | -$44.36万 | 减仓 |
| ABEV | AMBEV SA | $243.39万 | 0.00% | 833,515 | 293,002 | 54.2% | $85.56万 | 加仓 |
| DGII | DIGI INTL INC | $243.95万 | 0.00% | 50,612 | 16,780 | 49.6% | $80.88万 | 加仓 |
| TRU | TRANSUNION | $243.99万 | 0.00% | 35,263 | 6,094 | 20.9% | $42.16万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $244.46万 | 0.00% | 109,888 | 2,859 | 2.7% | $6.36万 | 加仓 |
| IYF | ISHARES TR | $244.80万 | 0.00% | 20,806 | 4,207 | 25.3% | $49.50万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $245.12万 | 0.00% | 22,844 | 4,916 | 27.4% | $52.75万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $245.48万 | 0.00% | 18,704 | -633 | -3.3% | -$8.31万 | 减仓 |
| UPRO | PROSHARES TR | $245.73万 | 0.00% | 25,338 | -12,268 | -32.6% | -$118.97万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $245.73万 | 0.00% | 22,182 | 42 | 0.2% | $4,653 | 加仓 |
| LII | LENNOX INTL INC | $245.96万 | 0.00% | 5,299 | 409 | 8.4% | $18.98万 | 加仓 |
| QS | QUANTUMSCAPE CORP | $246.13万 | 0.00% | 385,779 | 13,880 | 3.7% | $8.86万 | 加仓 |
| LCII | LCI INDS | $246.34万 | 0.00% | 20,031 | 4,914 | 32.5% | $60.43万 | 加仓 |
| VLU | SPDR SERIES TRUST | $246.40万 | 0.00% | 11,462 | 381 | 3.4% | $8.19万 | 加仓 |
| BXP | BXP INC | $246.62万 | 0.00% | 47,518 | -673 | -1.4% | -$3.49万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $246.66万 | 0.00% | 137,036 | 32,315 | 30.9% | $58.17万 | 加仓 |
| POWL | POWELL INDS INC | $246.68万 | 0.00% | 4,559 | 1,689 | 58.9% | $91.39万 | 加仓 |
| ZG | ZILLOW GROUP INC | $246.97万 | 0.00% | 59,668 | 35,230 | 144.2% | $145.82万 | 加仓 |