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 |
|---|---|---|---|---|---|---|---|---|
| CPB | THE CAMPBELLS COMPANY | $247.59万 | 0.00% | 111,179 | 22,331 | 25.1% | $49.73万 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $247.76万 | 0.00% | 5,116 | 970 | 23.4% | $46.98万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $248.02万 | 0.00% | 37,370 | 9,819 | 35.6% | $65.17万 | 加仓 |
| PRI | PRIMERICA INC | $248.16万 | 0.00% | 9,907 | 3,358 | 51.3% | $84.12万 | 加仓 |
| COWZ | PACER FDS TR | $248.93万 | 0.00% | 39,790 | 3,188 | 8.7% | $19.94万 | 加仓 |
| KAI | KADANT INC | $248.95万 | 0.00% | 8,515 | 3,252 | 61.8% | $95.08万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $249.42万 | 0.00% | 70,816 | 38,343 | 118.1% | $135.04万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $249.74万 | 0.00% | 30,334 | 4,429 | 17.1% | $36.46万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $251.09万 | 0.00% | 61,227 | 6,848 | 12.6% | $28.08万 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $251.95万 | 0.00% | 91,650 | 29,810 | 48.2% | $81.95万 | 加仓 |
| BOND | PIMCO ETF TR | $252.24万 | 0.00% | 27,334 | 687 | 2.6% | $6.34万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $252.25万 | 0.00% | 49,655 | 22,176 | 80.7% | $112.65万 | 加仓 |
| IESC | IES HOLDINGS INC | $252.67万 | 0.00% | 5,303 | 1,369 | 34.8% | $65.23万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $253.23万 | 0.00% | 29,740 | -1,138 | -3.7% | -$9.69万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $253.48万 | 0.00% | 53,118 | 5,098 | 10.6% | $24.33万 | 加仓 |
| BG | BUNGE GLOBAL SA | $253.55万 | 0.00% | 19,933 | 3,670 | 22.6% | $46.68万 | 加仓 |
| BCO | BRINKS CO | $253.96万 | 0.00% | 24,506 | -2,437 | -9.0% | -$25.25万 | 减仓 |
| — | NAVIENT CORPORATION | $254.80万 | 0.00% | 311,492 | 259,995 | 504.9% | $212.68万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $254.92万 | 0.00% | 86,559 | 18,179 | 26.6% | $53.54万 | 加仓 |
| QLYS | QUALYS INC | $254.92万 | 0.00% | 29,017 | -3,584 | -11.0% | -$31.49万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $255.35万 | 0.00% | 36,292 | -131 | -0.4% | -$9,217 | 减仓 |
| MTX | MINERALS TECHNOLOGIES INC | $255.52万 | 0.00% | 36,030 | 14,647 | 68.5% | $103.88万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $255.89万 | 0.00% | 7,962 | 921 | 13.1% | $29.60万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $256.41万 | 0.00% | 55,512 | -183 | -0.3% | -$8,453 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $257.09万 | 0.00% | 38,988 | 4,431 | 12.8% | $29.22万 | 加仓 |
| SLVM | SYLVAMO CORP | $257.25万 | 0.00% | 60,902 | -12,699 | -17.3% | -$53.64万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $257.33万 | 0.00% | 13,169 | 4,795 | 57.3% | $93.70万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $257.46万 | 0.00% | 93,114 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $257.92万 | 0.00% | 14,341 | 149 | 1.0% | $2.68万 | 加仓 |
| FBK | FB FINL CORP | $258.33万 | 0.00% | 49,736 | 4,077 | 8.9% | $21.18万 | 加仓 |
| SHOE | SHOE CARNIVAL INC | $258.42万 | 0.00% | 165,762 | 88,896 | 115.7% | $138.59万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $258.88万 | 0.00% | 139,259 | -14,476 | -9.4% | -$26.91万 | 减仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $259.37万 | 0.00% | 66,728 | 8,510 | 14.6% | $33.08万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $259.93万 | 0.00% | 85,813 | -10,143 | -10.6% | -$30.72万 | 减仓 |
| HUBG | HUB GROUP INC | $260.10万 | 0.00% | 72,169 | -7,755 | -9.7% | -$27.95万 | 减仓 |
| ROL | ROLLINS INC | $260.17万 | 0.00% | 48,712 | -28,996 | -37.3% | -$154.87万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $261.03万 | 0.00% | 55,443 | 7,286 | 15.1% | $34.30万 | 加仓 |
| APTV | APTIV PLC | $261.32万 | 0.00% | 37,633 | 4,259 | 12.8% | $29.57万 | 加仓 |
| EWA | ISHARES INC | $261.33万 | 0.00% | 94,139 | 6,803 | 7.8% | $18.89万 | 加仓 |
| PLUS | EPLUS INC | $261.41万 | 0.00% | 34,739 | 3,008 | 9.5% | $22.64万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $261.56万 | 0.00% | 16,378 | 2,097 | 14.7% | $33.49万 | 加仓 |
| — | CREXENDO INC | $261.66万 | 0.00% | 424,084 | -106,760 | -20.1% | -$65.87万 | 减仓 |
| WY | WEYERHAEUSER CO | $261.86万 | 0.00% | 107,189 | -8,389 | -7.3% | -$20.49万 | 减仓 |
| — | QORVO INC | $262.19万 | 0.00% | 33,875 | 3,100 | 10.1% | $23.99万 | 加仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $262.26万 | 0.00% | 76,550 | 1,041 | 1.4% | $3.57万 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $262.41万 | 0.00% | 50,002 | 9,317 | 22.9% | $48.90万 | 加仓 |
| COHU | COHU INC | $262.43万 | 0.00% | 85,706 | 7,422 | 9.5% | $22.73万 | 加仓 |
| — | STELLAR BANCORP INC | $262.72万 | 0.00% | 71,761 | 11,518 | 19.1% | $42.17万 | 加仓 |
| LIVN | LIVANOVA PLC | $264.29万 | 0.00% | 41,581 | 9,452 | 29.4% | $60.08万 | 加仓 |
| CRML | CRITICAL METALS CORP | $264.36万 | 0.00% | 332,942 | 40,541 | 13.9% | $32.19万 | 加仓 |
| ALKS | ALKERMES PLC | $265.28万 | 0.00% | 75,023 | 14,243 | 23.4% | $50.36万 | 加仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $265.37万 | 0.00% | 83,871 | 83,871 | — | $265.37万 | 新建仓 |
| WHD | CACTUS INC | $266.01万 | 0.00% | 56,156 | 11,372 | 25.4% | $53.87万 | 加仓 |
| DBEF | DBX ETF TR | $266.47万 | 0.00% | 53,941 | 4,568 | 9.3% | $22.57万 | 加仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $267.50万 | 0.00% | 41,338 | 6,619 | 19.1% | $42.83万 | 加仓 |
| H | HYATT HOTELS CORP | $267.92万 | 0.00% | 18,633 | 2,159 | 13.1% | $31.04万 | 加仓 |
| VNT | VONTIER CORPORATION | $268.11万 | 0.00% | 75,587 | 19,811 | 35.5% | $70.27万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $268.14万 | 0.00% | 185,819 | 21,968 | 13.4% | $31.70万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $268.98万 | 0.00% | 19,622 | 4,252 | 27.7% | $58.29万 | 加仓 |
| EXP | EAGLE MATLS INC | $269.96万 | 0.00% | 14,249 | 336 | 2.4% | $6.37万 | 加仓 |
| ARKK | ARK ETF TR | $270.31万 | 0.00% | 39,992 | 1,994 | 5.2% | $13.48万 | 加仓 |
| BOX | BOX INC | $270.43万 | 0.00% | 114,395 | 67,920 | 146.1% | $160.56万 | 加仓 |
| MP | MP MATERIALS CORP | $270.99万 | 0.00% | 56,153 | 5,856 | 11.6% | $28.26万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $271.07万 | 0.00% | 65,444 | 7,809 | 13.5% | $32.34万 | 加仓 |
| SHAK | SHAKE SHACK INC | $271.24万 | 0.00% | 30,659 | 16,911 | 123.0% | $149.61万 | 加仓 |
| SAIA | SAIA INC | $271.91万 | 0.00% | 7,741 | 3,730 | 93.0% | $131.02万 | 加仓 |
| OOMA | OOMA INC | $272.47万 | 0.00% | 187,262 | 126,352 | 207.4% | $183.84万 | 加仓 |
| S | SENTINELONE INC | $272.61万 | 0.00% | 211,653 | 122,777 | 138.1% | $158.14万 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $272.80万 | 0.00% | 144,954 | 1,228 | 0.9% | $2.31万 | 加仓 |
| — | TERNS PHARMACEUTICALS INC | $272.89万 | 0.00% | 51,763 | 21,835 | 73.0% | $115.11万 | 加仓 |
| SCI | SERVICE CORP INTL | $273.09万 | 0.00% | 33,098 | 1,668 | 5.3% | $13.76万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $273.19万 | 0.00% | 59,622 | 26,977 | 82.6% | $123.61万 | 加仓 |
| U | UNITY SOFTWARE INC | $273.35万 | 0.00% | 124,589 | 407 | 0.3% | $8,930 | 加仓 |
| TNET | TRINET GROUP INC | $273.51万 | 0.00% | 75,079 | 53,731 | 251.7% | $195.74万 | 加仓 |
| KEX | KIRBY CORP | $273.55万 | 0.00% | 20,586 | 5,649 | 37.8% | $75.06万 | 加仓 |
| SAFT | SAFETY INS GROUP INC | $273.69万 | 0.00% | 37,678 | -10,993 | -22.6% | -$79.85万 | 减仓 |
| FMC | FMC CORP | $273.78万 | 0.00% | 158,989 | 86,161 | 118.3% | $148.37万 | 加仓 |
| XPO | XPO INC | $273.87万 | 0.00% | 14,077 | 2,213 | 18.7% | $43.05万 | 加仓 |
| IOSP | INNOSPEC INC | $274.81万 | 0.00% | 37,635 | -7,058 | -15.8% | -$51.54万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $275.45万 | 0.00% | 120,971 | 22,994 | 23.5% | $52.36万 | 加仓 |
| AN | AUTONATION INC | $275.84万 | 0.00% | 14,127 | 2,133 | 17.8% | $41.65万 | 加仓 |
| FHI | FEDERATED HERMES INC | $275.86万 | 0.00% | 48,644 | 6,500 | 15.4% | $36.86万 | 加仓 |
| ACM | AECOM | $276.17万 | 0.00% | 32,560 | 19,901 | 157.2% | $168.80万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $276.75万 | 0.00% | 173,840 | 104,960 | 152.4% | $167.10万 | 加仓 |
| MRCY | MERCURY SYS INC | $277.80万 | 0.00% | 38,102 | 8,705 | 29.6% | $63.47万 | 加仓 |
| AVNT | AVIENT CORPORATION | $277.82万 | 0.00% | 76,534 | 53,300 | 229.4% | $193.48万 | 加仓 |
| BIO | BIO RAD LABS INC | $278.03万 | 0.00% | 9,974 | 6,525 | 189.2% | $181.88万 | 加仓 |
| FMBH | FIRST MID BANCSHARES INC | $278.76万 | 0.00% | 67,676 | -4,683 | -6.5% | -$19.29万 | 减仓 |
| HMY | HARMONY GOLD MNG LTD | $278.97万 | 0.00% | 181,502 | 23,561 | 14.9% | $36.21万 | 加仓 |
| IXJ | ISHARES TR | $279.52万 | 0.00% | 29,883 | -628 | -2.1% | -$5.87万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $279.60万 | 0.00% | 333,653 | 88,265 | 36.0% | $73.97万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $279.70万 | 0.00% | 157,575 | 5,860 | 3.9% | $10.40万 | 加仓 |
| CTS | CTS CORP | $280.15万 | 0.00% | 58,658 | 15,252 | 35.1% | $72.84万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $280.16万 | 0.00% | 123,529 | 42,720 | 52.9% | $96.89万 | 加仓 |
| OKTA | OKTA INC | $280.20万 | 0.00% | 35,599 | -77,366 | -68.5% | -$608.94万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $280.61万 | 0.00% | 51,366 | 4,171 | 8.8% | $22.79万 | 加仓 |
| RDN | RADIAN GROUP INC | $280.86万 | 0.00% | 84,904 | 6,371 | 8.1% | $21.08万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $281.00万 | 0.00% | 25,302 | 2,875 | 12.8% | $31.93万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $281.41万 | 0.00% | 46,918 | -2,396 | -4.9% | -$14.37万 | 减仓 |
| SYNA | SYNAPTICS INC | $281.51万 | 0.00% | 40,192 | 9,114 | 29.3% | $63.84万 | 加仓 |