13F 机构持仓

Creative Planning

OVERLAND PARK KS · SEC CIK 0001540235

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1,710.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 10.8%
BND 5.6%
VEA 4.9%
SPDW 4.3%
SPMD 4.0%
IEMG 3.8%
VV 2.4%
AAPL 2.1%
BSV 2.0%
SPYM 1.8%

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
TMFC RBB FD INC $212.92万0.00%27,957 4,83120.9% $36.79万 加仓
— AVANOS MED INC $213.04万0.00%85,626 15,89322.8% $39.54万 加仓
CRI CARTERS INC $213.37万0.00%51,840 4,2348.9% $17.43万 加仓
RLAY RELAY THERAPEUTICS INC $213.54万0.00%114,131 12,78212.6% $23.92万 加仓
IYR ISHARES TR $213.69万0.00%20,899 7,84560.1% $80.21万 加仓
XEVVX EATON VANCE LIMITED DURATION $213.81万0.00%228,190 -408-0.2% -$3,823 减仓
AGO ASSURED GUARANTY LTD $214.01万0.00%26,698 4,23318.8% $33.93万 加仓
CGGO CAPITAL GROUP GBL GROWTH EQT $214.11万0.00%50,580 1000.2% $4,233 加仓
NICE NICE LTD $214.26万0.00%23,584 -21,613-47.8% -$196.35万 减仓
DIHP DIMENSIONAL ETF TRUST $215.17万0.00%63,054 14,36929.5% $49.03万 加仓
XJH ISHARES TR $215.33万0.00%41,291 -233-0.6% -$1.22万 减仓
BG BUNGE GLOBAL SA $215.83万0.00%20,222 2891.4% $3.08万 加仓
IPGP IPG PHOTONICS CORP $216.69万0.00%18,470 5102.8% $5.98万 加仓
— LEGGETT & PLATT INC $216.82万0.00%185,156 -11,133-5.7% -$13.04万 减仓
PRM PERIMETER SOLUTIONS INC $217.40万0.00%60,981 12,50025.8% $44.56万 加仓
DMC DEL MONTE CORP $217.52万0.00%77,938 -9,806-11.2% -$27.37万 减仓
DNLI DENALI THERAPEUTICS INC $217.70万0.00%84,644 10,57514.3% $27.20万 加仓
MBX MBX BIOSCIENCES INC $218.17万0.00%39,524 3,5549.9% $19.62万 加仓
PRGO PERRIGO CO PLC $218.36万0.00%210,168 139,114195.8% $144.54万 加仓
RRBI RED RIVER BANCSHARES INC $218.41万0.00%23,927 9864.3% $9.00万 加仓
SAM BOSTON BEER INC $218.64万0.00%12,350 -14,107-53.3% -$249.74万 减仓
BINC BLACKROCK ETF TRUST II $219.10万0.00%41,862 -1,561-3.6% -$8.17万 减仓
PLNT PLANET FITNESS MASTER ISSUER $219.47万0.00%42,067 23,744129.6% $123.87万 加仓
MIDD MIDDLEBY CORP $220.28万0.00%12,806 -130-1.0% -$2.24万 减仓
HRI HERC HLDGS INC $220.76万0.00%15,401 7,24788.9% $103.88万 加仓
IMVT IMMUNOVANT INC $220.88万0.00%57,326 11,59725.4% $44.68万 加仓
ACM AECOM $221.04万0.00%31,668 -892-2.7% -$6.23万 减仓
BIP BROOKFIELD INFRASTRUCTURE PA $221.91万0.00%60,814 -5,106-7.7% -$18.63万 减仓
OLN OLIN CORP $222.76万0.00%112,390 48,85576.9% $96.83万 加仓
ASND ASCENDIS PHARMA A/S $222.87万0.00%8,356 8,356— $222.87万 新建仓
TNGX TANGO THERAPEUTICS INC $223.04万0.00%71,351 18,44434.9% $57.66万 加仓
SN SHARKNINJA INC $223.16万0.00%14,656 3,45530.8% $52.61万 加仓
PENN PENN ENTERTAINMENT INC $223.19万0.00%104,490 66,874177.8% $142.84万 加仓
CLSK CLEANSPARK INC $223.38万0.00%153,523 37,10331.9% $53.98万 加仓
THO THOR INDS INC $223.48万0.00%29,734 10,18152.1% $76.52万 加仓
— PROSHARES TR $223.59万0.00%27,220 -205-0.7% -$1.68万 减仓
MWA MUELLER WTR PRODS INC $223.72万0.00%86,614 -5,036-5.5% -$13.01万 减仓
GUNR FLEXSHARES TR $223.75万0.00%45,404 3,0877.3% $15.21万 加仓
INTA INTAPP INC $223.96万0.00%88,838 -45,670-34.0% -$115.13万 减仓
AOA ISHARES TR $223.97万0.00%22,947 -74-0.3% -$7,223 减仓
SBSI SOUTHSIDE BANCSHARES INC $224.12万0.00%63,689 -169-0.3% -$5,947 减仓
AVNT AVIENT CORPORATION $224.44万0.00%60,724 -15,810-20.7% -$58.43万 减仓
MBWM MERCANTILE BK CORP $225.05万0.00%39,195 2,8197.7% $16.19万 加仓
DHC DIVERSIFIED HEALTHCARE TR $225.24万0.00%242,193 7,2163.1% $6.71万 加仓
DORM DORMAN PRODS INC $225.66万0.00%16,538 6,98973.2% $95.36万 加仓
STN STANTEC INC $225.89万0.00%32,781 8,05932.6% $55.53万 加仓
SKWD SKYWARD SPECIALTY INS GROUP $226.07万0.00%38,744 18,48691.3% $107.87万 加仓
FRPH FRP HLDGS INC $226.08万0.00%90,468 15,93721.4% $39.83万 加仓
FBIN FORTUNE BRANDS INNOVATIONS I $226.17万0.00%41,197 10,77335.4% $59.14万 加仓
BBUC BROOKFIELD BUSINESS CORP $226.36万0.00%75,833 -8,038-9.6% -$23.99万 减仓
CWST CASELLA WASTE SYS INC $226.82万0.00%23,391 -1,984-7.8% -$19.24万 减仓
RARE ULTRAGENYX PHARMACEUTICAL IN $226.93万0.00%67,963 35,528109.5% $118.63万 加仓
MAN MANPOWERGROUP INC WIS $227.00万0.00%67,220 8,43414.3% $28.48万 加仓
— PROSHARES TR $227.19万0.00%24,678 00.0% — 不变
TPG TPG INC $227.22万0.00%56,036 5,10010.0% $20.68万 加仓
TPC TUTOR PERINI CORP $227.28万0.00%27,393 -1,047-3.7% -$8.69万 减仓
PGC PEAPACK-GLADSTONE FINL CORP $227.30万0.00%48,024 20,56074.9% $97.31万 加仓
ELPC COMPANHIA PARANAENSE DE ENER $227.34万0.00%195,141 17,80710.0% $20.75万 加仓
PAAS PAN AMERN SILVER CORP $227.39万0.00%50,768 -598-1.2% -$2.68万 减仓
ACMR ACM RESH INC $227.40万0.00%17,921 5,46443.9% $69.33万 加仓
AIN ALBANY INTL CORP $227.40万0.00%30,524 4,60417.8% $34.30万 加仓
XSD SPDR SERIES TRUST $227.47万0.00%3,647 812.3% $5.05万 加仓
SYRE SPYRE THERAPEUTICS INC $228.28万0.00%25,713 10,22766.0% $90.80万 加仓
DIVO AMPLIFY ETF TR $228.45万0.00%49,989 12,08231.9% $55.21万 加仓
NVST ENVISTA HOLDINGS CORPORATION $228.87万0.00%86,858 16,10722.8% $42.44万 加仓
— PROSHARES TR $229.27万0.00%21,178 1,8739.7% $20.28万 加仓
USIG ISHARES TR $229.28万0.00%44,703 8,21922.5% $42.15万 加仓
AVIV AMERICAN CENTY ETF TR $229.78万0.00%29,679 -60-0.2% -$4,645 减仓
LEGN LEGEND BIOTECH CORP $230.88万0.00%79,946 24,92945.3% $72.00万 加仓
AXTA AXALTA COATING SYS LTD $230.94万0.00%67,488 -58,997-46.6% -$201.89万 减仓
NJR NEW JERSEY RES CORP $231.01万0.00%41,222 16,04963.8% $89.94万 加仓
OSPN ONESPAN INC $231.05万0.00%161,011 63,20364.6% $90.70万 加仓
IYF ISHARES TR $231.30万0.00%18,140 -2,666-12.8% -$33.99万 减仓
AHR AMERICAN HEALTHCARE REIT INC $231.47万0.00%44,386 6481.5% $3.38万 加仓
OGN ORGANON & CO $231.61万0.00%171,053 92,011116.4% $124.58万 加仓
MGRC MCGRATH RENTCORP $231.72万0.00%19,146 7,42663.4% $89.88万 加仓
CFFN CAPITOL FED FINL INC $231.85万0.00%272,448 7,8263.0% $6.66万 加仓
MKTX MARKETAXESS HLDGS INC $232.07万0.00%20,448 -2,626-11.4% -$29.80万 减仓
— NAVIENT CORPORATION $232.30万0.00%272,974 -38,518-12.4% -$32.78万 减仓
LEGH LEGACY HOUSING CORP $233.09万0.00%88,728 38,98078.4% $102.40万 加仓
WT WISDOMTREE INC $233.43万0.00%137,799 -4,966-3.5% -$8.41万 减仓
LOCO EL POLLO LOCO HLDGS INC $234.86万0.00%138,480 23,97120.9% $40.65万 加仓
HTZ HERTZ GLOBAL HLDGS INC $235.18万0.00%1,038,333 -176,519-14.5% -$39.98万 减仓
GTX GARRETT MOTION INC $236.12万0.00%65,173 13,22425.5% $47.91万 加仓
— APOGEE THERAPEUTICS INC $236.19万0.00%17,795 4,16430.5% $55.27万 加仓
ERIE ERIE INDTY CO $236.35万0.00%9,858 4735.0% $11.34万 加仓
EVTC EVERTEC INC $237.30万0.00%85,420 31,67658.9% $88.00万 加仓
ABM ABM INDS INC $237.41万0.00%53,665 18,85854.2% $83.43万 加仓
PRK PARK NATL CORP $238.03万0.00%13,008 2,92629.0% $53.54万 加仓
CTBI COMMUNITY TR BANCORP INC $238.49万0.00%32,959 5,00717.9% $36.23万 加仓
AVA AVISTA CORP $238.61万0.00%58,325 22,61063.3% $92.50万 加仓
IVLU ISHARES TR $239.05万0.00%57,162 -186-0.3% -$7,779 减仓
EVUS ISHARES TR $239.13万0.00%68,107 2260.3% $7,935 加仓
STWD STARWOOD PPTY TR INC $239.42万0.00%146,168 -19,803-11.9% -$32.44万 减仓
NCNO NCINO INC $239.45万0.00%146,451 67,97786.6% $111.14万 加仓
HUN HUNTSMAN CORP $239.87万0.00%225,865 13,4646.3% $14.30万 加仓
SPHB INVESCO EXCH TRADED FD TR II $240.08万0.00%15,430 460.3% $7,157 加仓
RNGR RANGER ENERGY SVCS INC $240.22万0.00%150,043 109,721272.1% $175.66万 加仓
— TEVA PHARMACEUTICAL INDS LTD $240.61万0.00%71,019 6,1119.4% $20.70万 加仓
— LIBERTY BROADBAND CORP $240.76万0.00%72,345 40,096124.3% $133.44万 加仓