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 |
|---|---|---|---|---|---|---|---|---|
| EQX | EQUINOX GOLD CORP | $240.94万 | 0.00% | 247,878 | 201,040 | 429.2% | $195.41万 | 加仓 |
| — | ISHARES TR | $241.02万 | 0.00% | 41,256 | 48 | 0.1% | $2,804 | 加仓 |
| CNX | CNX RES CORP | $241.49万 | 0.00% | 71,174 | -4,308 | -5.7% | -$14.62万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $241.68万 | 0.00% | 24,598 | -566 | -2.2% | -$5.56万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $241.69万 | 0.00% | 49,689 | 26,820 | 117.3% | $130.45万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $241.71万 | 0.00% | 60,081 | 6,963 | 13.1% | $28.01万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $242.04万 | 0.00% | 61,982 | 5,509 | 9.8% | $21.51万 | 加仓 |
| BKE | BUCKLE INC | $242.28万 | 0.00% | 57,413 | -30,386 | -34.6% | -$128.23万 | 减仓 |
| NUEM | NUSHARES ETF TR | $242.37万 | 0.00% | 57,115 | -709 | -1.2% | -$3.01万 | 减仓 |
| NVMI | NOVA LTD | $242.97万 | 0.00% | 4,475 | 193 | 4.5% | $10.48万 | 加仓 |
| CVSA | COVISTA INC | $243.19万 | 0.00% | 19,508 | 4,013 | 25.9% | $50.03万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $243.65万 | 0.00% | 21,700 | 5,995 | 38.2% | $67.31万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $243.94万 | 0.00% | 109,884 | -4 | -0.0% | -$89 | 减仓 |
| TRMB | TRIMBLE INC | $244.00万 | 0.00% | 47,675 | -42,784 | -47.3% | -$218.97万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $244.46万 | 0.00% | 63,347 | -267 | -0.4% | -$1.03万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $244.79万 | 0.00% | 18,371 | -3,811 | -17.2% | -$50.78万 | 减仓 |
| CNK | CINEMARK HLDGS INC | $245.07万 | 0.00% | 77,236 | 16,783 | 27.8% | $53.25万 | 加仓 |
| PLAB | PHOTRONICS INC | $245.10万 | 0.00% | 75,346 | -25,751 | -25.5% | -$83.77万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $246.99万 | 0.00% | 52,618 | -2,825 | -5.1% | -$13.26万 | 减仓 |
| COWZ | PACER FDS TR | $247.13万 | 0.00% | 39,732 | -58 | -0.1% | -$3,608 | 减仓 |
| DOCS | DOXIMITY INC | $248.79万 | 0.00% | 119,957 | -10,004 | -7.7% | -$20.75万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $249.08万 | 0.00% | 28,765 | 12,330 | 75.0% | $106.77万 | 加仓 |
| PALC | PACER FDS TR | $249.54万 | 0.00% | 41,763 | 0 | 0.0% | — | 不变 |
| GPI | GROUP 1 AUTOMOTIVE INC | $249.54万 | 0.00% | 8,570 | -631 | -6.9% | -$18.37万 | 减仓 |
| HEDJ | WISDOMTREE TR | $251.05万 | 0.00% | 44,043 | 58 | 0.1% | $3,306 | 加仓 |
| SPYX | SPDR SERIES TRUST | $251.34万 | 0.00% | 41,136 | -86 | -0.2% | -$5,255 | 减仓 |
| OKLO | OKLO INC | $251.44万 | 0.00% | 48,048 | -243 | -0.5% | -$1.27万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $252.09万 | 0.00% | 73,753 | 12,563 | 20.5% | $42.94万 | 加仓 |
| WASH | WASHINGTON TR BANCORP INC | $252.16万 | 0.00% | 69,124 | 11,464 | 19.9% | $41.82万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $252.48万 | 0.00% | 102,591 | -16,891 | -14.1% | -$41.57万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $252.59万 | 0.00% | 53,961 | -6,463 | -10.7% | -$30.25万 | 减仓 |
| AAON | AAON INC | $252.83万 | 0.00% | 19,930 | 1,552 | 8.4% | $19.69万 | 加仓 |
| MMS | MAXIMUS INC | $253.09万 | 0.00% | 47,078 | 9,376 | 24.9% | $50.41万 | 加仓 |
| NWL | NEWELL BRANDS INC | $253.41万 | 0.00% | 412,718 | 21,743 | 5.6% | $13.35万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $253.62万 | 0.00% | 310,424 | -23,229 | -7.0% | -$18.98万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $253.67万 | 0.00% | 22,172 | -16,206 | -42.2% | -$185.41万 | 减仓 |
| HNI | HNI CORP | $253.91万 | 0.00% | 62,834 | 20,334 | 47.8% | $82.17万 | 加仓 |
| CART | MAPLEBEAR INC | $254.13万 | 0.00% | 53,671 | -3,109 | -5.5% | -$14.72万 | 减仓 |
| KURA | KURA ONCOLOGY INC | $254.97万 | 0.00% | 232,429 | 30,733 | 15.2% | $33.71万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $255.15万 | 0.00% | 40,740 | -3,433 | -7.8% | -$21.50万 | 减仓 |
| GABC | GERMAN AMERN BANCORP INC | $255.43万 | 0.00% | 53,820 | 4,899 | 10.0% | $23.25万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $256.02万 | 0.00% | 62,688 | 27,626 | 78.8% | $112.82万 | 加仓 |
| FSBC | FIVE STAR BANCORP | $256.03万 | 0.00% | 52,583 | 7,531 | 16.7% | $36.67万 | 加仓 |
| MCB | METROPOLITAN BK HLDG CORP | $256.04万 | 0.00% | 25,925 | 6,610 | 34.2% | $65.28万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $256.18万 | 0.00% | 14,502 | 1,871 | 14.8% | $33.05万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $256.30万 | 0.00% | 679,842 | 154,179 | 29.3% | $58.13万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $257.02万 | 0.00% | 161,853 | -1,400 | -0.9% | -$2.22万 | 减仓 |
| CROX | CROCS INC | $257.48万 | 0.00% | 21,343 | 5,476 | 34.5% | $66.06万 | 加仓 |
| GHM | GRAHAM CORP | $257.77万 | 0.00% | 20,823 | 1,468 | 7.6% | $18.17万 | 加仓 |
| AXTI | AXT INC | $259.34万 | 0.00% | 35,980 | -4,443 | -11.0% | -$32.03万 | 减仓 |
| ATRO | ASTRONICS CORP | $260.77万 | 0.00% | 32,091 | 2,967 | 10.2% | $24.11万 | 加仓 |
| QDEF | FLEXSHARES TR | $261.06万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC | $261.61万 | 0.00% | 91,729 | 37,713 | 69.8% | $107.56万 | 加仓 |
| OCFC | OCEANFIRST FINL CORP | $261.71万 | 0.00% | 134,004 | 39,428 | 41.7% | $77.00万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $262.18万 | 0.00% | 34,814 | -16,162 | -31.7% | -$121.72万 | 减仓 |
| MNSO | MINISO GROUP HLDG LTD | $262.39万 | 0.00% | 217,567 | 177,739 | 446.3% | $214.35万 | 加仓 |
| DBX | DROPBOX INC | $263.26万 | 0.00% | 95,835 | 20,700 | 27.6% | $56.86万 | 加仓 |
| OTEX | OPEN TEXT CORP | $263.33万 | 0.00% | 118,885 | -26,791 | -18.4% | -$59.34万 | 减仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $264.17万 | 0.00% | 62,973 | 14,326 | 29.4% | $60.10万 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $264.30万 | 0.00% | 902,060 | 428,062 | 90.3% | $125.42万 | 加仓 |
| ICFI | ICF INTL INC | $264.82万 | 0.00% | 36,346 | 24,881 | 217.0% | $181.28万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $265.25万 | 0.00% | 270,114 | 21,848 | 8.8% | $21.45万 | 加仓 |
| BPOP | POPULAR INC | $265.68万 | 0.00% | 16,182 | -584 | -3.5% | -$9.59万 | 减仓 |
| CAVA | CAVA GROUP INC | $265.98万 | 0.00% | 33,892 | -3,009 | -8.2% | -$23.61万 | 减仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $267.19万 | 0.00% | 86,946 | 5,999 | 7.4% | $18.43万 | 加仓 |
| ICLN | ISHARES TR | $267.82万 | 0.00% | 130,705 | 8,692 | 7.1% | $17.81万 | 加仓 |
| RVTY | REVVITY INC | $267.90万 | 0.00% | 24,079 | 4,871 | 25.4% | $54.20万 | 加仓 |
| VLU | SPDR SERIES TRUST | $268.22万 | 0.00% | 11,260 | -202 | -1.8% | -$4.81万 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $268.60万 | 0.00% | 55,369 | 18,968 | 52.1% | $92.01万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $269.05万 | 0.00% | 81,064 | -13,161 | -14.0% | -$43.68万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $269.07万 | 0.00% | 830,465 | 830,465 | — | $269.07万 | 新建仓 |
| FELC | FIDELITY COVINGTON TRUST | $269.18万 | 0.00% | 64,229 | 9,847 | 18.1% | $41.27万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $269.43万 | 0.00% | 14,873 | 191 | 1.3% | $3.46万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $269.58万 | 0.00% | 11,729 | -6,557 | -35.9% | -$150.71万 | 减仓 |
| FBK | FB FINL CORP | $270.22万 | 0.00% | 48,821 | -915 | -1.8% | -$5.06万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $271.01万 | 0.00% | 26,245 | 1,628 | 6.6% | $16.81万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD III | $271.18万 | 0.00% | 56,802 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $271.82万 | 0.00% | 46,259 | -20,041 | -30.2% | -$117.76万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $272.04万 | 0.00% | 255,195 | -24,858 | -8.9% | -$26.50万 | 减仓 |
| AIR | AAR CORP | $272.40万 | 0.00% | 19,059 | 6,085 | 46.9% | $86.97万 | 加仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $272.70万 | 0.00% | 74,897 | 47,592 | 174.3% | $173.28万 | 加仓 |
| PI | IMPINJ INC | $272.90万 | 0.00% | 19,053 | 821 | 4.5% | $11.76万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $273.63万 | 0.00% | 40,652 | 17,687 | 77.0% | $119.05万 | 加仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $273.70万 | 0.00% | 34,906 | 4,599 | 15.2% | $36.06万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $273.70万 | 0.00% | 100,661 | 12,337 | 14.0% | $33.54万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $273.73万 | 0.00% | 88,015 | -15,082 | -14.6% | -$46.90万 | 减仓 |
| QCRH | QCR HLDGS INC | $274.34万 | 0.00% | 28,181 | 3,464 | 14.0% | $33.72万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $274.38万 | 0.00% | 26,931 | 3,181 | 13.4% | $32.41万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $274.91万 | 0.00% | 38,785 | -16,785 | -30.2% | -$118.97万 | 减仓 |
| STNE | STONECO LTD | $276.00万 | 0.00% | 254,614 | 91,291 | 55.9% | $98.96万 | 加仓 |
| KWR | QUAKER HOUGHTON | $276.16万 | 0.00% | 17,383 | 1,571 | 9.9% | $24.96万 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $277.11万 | 0.00% | 182,430 | -5,505 | -2.9% | -$8.36万 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $277.97万 | 0.00% | 108,033 | -5,281 | -4.7% | -$13.59万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $278.25万 | 0.00% | 39,966 | 7,412 | 22.8% | $51.60万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $278.44万 | 0.00% | 153,408 | -21,189 | -12.1% | -$38.46万 | 减仓 |
| PGNY | PROGYNY INC | $278.71万 | 0.00% | 96,672 | 51,925 | 116.0% | $149.70万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $278.88万 | 0.00% | 29,403 | -337 | -1.1% | -$3.20万 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $278.90万 | 0.00% | 103,836 | -104,040 | -50.0% | -$279.45万 | 减仓 |
| — | NORTHFIELD BANCORP INC DEL | $279.08万 | 0.00% | 189,461 | 21,847 | 13.0% | $32.18万 | 加仓 |
| HBNC | HORIZON BANCORP IND | $279.83万 | 0.00% | 140,056 | 4,558 | 3.4% | $9.11万 | 加仓 |