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 |
|---|---|---|---|---|---|---|---|---|
| GIII | G III APPAREL GROUP LTD | $282.27万 | 0.00% | 101,903 | 23,537 | 30.0% | $65.20万 | 加仓 |
| EWL | ISHARES INC | $282.34万 | 0.00% | 48,009 | -5,015 | -9.5% | -$29.49万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $282.59万 | 0.00% | 60,930 | -25,403 | -29.4% | -$117.82万 | 减仓 |
| HUN | HUNTSMAN CORP | $282.71万 | 0.00% | 212,401 | 22,286 | 11.7% | $29.66万 | 加仓 |
| ECPG | ENCORE CAP GROUP INC | $282.72万 | 0.00% | 40,319 | 2,325 | 6.1% | $16.30万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $282.75万 | 0.00% | 163,253 | -4,039 | -2.4% | -$7.00万 | 减仓 |
| POOL | POOL CORP | $282.76万 | 0.00% | 13,975 | 199 | 1.4% | $4.03万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $282.98万 | 0.00% | 105,079 | -18,648 | -15.1% | -$50.22万 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $283.15万 | 0.00% | 151,662 | 87,185 | 135.2% | $162.77万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $283.19万 | 0.00% | 30,655 | -864 | -2.7% | -$7.98万 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $283.45万 | 0.00% | 473,998 | 400,694 | 546.6% | $239.62万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $283.69万 | 0.00% | 60,424 | -11,371 | -15.8% | -$53.39万 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $284.43万 | 0.00% | 283,863 | 61,552 | 27.7% | $61.68万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $284.50万 | 0.00% | 94,225 | -7,738 | -7.6% | -$23.36万 | 减仓 |
| IYJ | ISHARES TR | $284.60万 | 0.00% | 19,290 | 134 | 0.7% | $1.98万 | 加仓 |
| AZZ | AZZ INC | $285.06万 | 0.00% | 22,781 | 7,188 | 46.1% | $89.94万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $285.17万 | 0.00% | 32,991 | -4,112 | -11.1% | -$35.54万 | 减仓 |
| YETI | YETI HLDGS INC | $285.44万 | 0.00% | 78,010 | 29,277 | 60.1% | $107.12万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $285.80万 | 0.00% | 165,971 | 33,383 | 25.2% | $57.49万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $285.92万 | 0.00% | 119,482 | 17,407 | 17.1% | $41.65万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $286.13万 | 0.00% | 56,536 | 11,345 | 25.1% | $57.42万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $286.22万 | 0.00% | 33,836 | 22,032 | 186.6% | $186.37万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $286.58万 | 0.00% | 63,614 | -3,066 | -4.6% | -$13.81万 | 减仓 |
| EEMS | ISHARES INC | $286.73万 | 0.00% | 41,447 | -740 | -1.8% | -$5.12万 | 减仓 |
| CCS | CENTURY COMMUNITIES INC | $286.79万 | 0.00% | 49,980 | 1,698 | 3.5% | $9.74万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $287.48万 | 0.00% | 42,196 | 4,430 | 11.7% | $30.18万 | 加仓 |
| — | HERITAGE COMM CORP | $288.22万 | 0.00% | 230,942 | 4,541 | 2.0% | $5.67万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $288.37万 | 0.00% | 31,088 | 13,978 | 81.7% | $129.66万 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $289.56万 | 0.00% | 105,142 | 27,849 | 36.0% | $76.70万 | 加仓 |
| CNX | CNX RES CORP | $290.98万 | 0.00% | 75,482 | 3,271 | 4.5% | $12.61万 | 加仓 |
| ODC | OIL DRI CORP AMER | $291.43万 | 0.00% | 44,774 | 916 | 2.1% | $5.96万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $291.86万 | 0.00% | 19,941 | 1,368 | 7.4% | $20.02万 | 加仓 |
| IGF | ISHARES TR | $292.06万 | 0.00% | 43,591 | -2,392 | -5.2% | -$16.03万 | 减仓 |
| SMPL | SIMPLY GOOD FOODS CO | $292.10万 | 0.00% | 203,552 | 27,336 | 15.5% | $39.23万 | 加仓 |
| DTD | WISDOMTREE TR | $292.18万 | 0.00% | 33,833 | -266 | -0.8% | -$2.30万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $292.49万 | 0.00% | 15,979 | 3,282 | 25.8% | $60.08万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $292.51万 | 0.00% | 208,340 | 36,893 | 21.5% | $51.80万 | 加仓 |
| — | PUBLIC POL HLDG CO INC | $292.54万 | 0.00% | 223,655 | 223,655 | — | $292.54万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $293.03万 | 0.00% | 421,622 | -63,552 | -13.1% | -$44.17万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $293.73万 | 0.00% | 17,028 | 4,038 | 31.1% | $69.66万 | 加仓 |
| ATEN | A10 NETWORKS INC | $294.24万 | 0.00% | 127,268 | 58,319 | 84.6% | $134.83万 | 加仓 |
| INTF | ISHARES TR | $294.36万 | 0.00% | 75,555 | 8,013 | 11.9% | $31.22万 | 加仓 |
| DVA | DAVITA INC | $295.27万 | 0.00% | 19,212 | 10,191 | 113.0% | $156.63万 | 加仓 |
| SHM | SPDR SERIES TRUST | $295.37万 | 0.00% | 61,753 | 32,420 | 110.5% | $155.07万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $295.43万 | 0.00% | 18,187 | -3,827 | -17.4% | -$62.16万 | 减仓 |
| UGI | UGI CORP NEW | $295.71万 | 0.00% | 81,193 | 7,352 | 10.0% | $26.78万 | 加仓 |
| — | SUN CTRY AIRLS HLDGS INC | $295.83万 | 0.00% | 179,075 | 61,248 | 52.0% | $101.18万 | 加仓 |
| WCC | WESCO INTL INC | $296.13万 | 0.00% | 10,823 | -523 | -4.6% | -$14.31万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $297.13万 | 0.00% | 38,147 | 17,196 | 82.1% | $133.94万 | 加仓 |
| CATH | GLOBAL X FDS | $297.76万 | 0.00% | 38,101 | 5,130 | 15.6% | $40.09万 | 加仓 |
| — | GATES INDL CORP PLC | $297.78万 | 0.00% | 131,702 | 105,965 | 411.7% | $239.59万 | 加仓 |
| CAVA | CAVA GROUP INC | $298.53万 | 0.00% | 36,901 | 18,823 | 104.1% | $152.28万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $298.56万 | 0.00% | 143,814 | 44,528 | 44.8% | $92.44万 | 加仓 |
| COPX | GLOBAL X FDS | $298.62万 | 0.00% | 39,112 | 6,036 | 18.2% | $46.08万 | 加仓 |
| CDW | CDW CORP | $298.71万 | 0.00% | 24,683 | 12,391 | 100.8% | $149.96万 | 加仓 |
| TDTT | FLEXSHARES TR | $299.44万 | 0.00% | 123,530 | -2,552 | -2.0% | -$6.19万 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $300.83万 | 0.00% | 313,687 | 22,619 | 7.8% | $21.69万 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $300.89万 | 0.00% | 57,095 | 10,011 | 21.3% | $52.76万 | 加仓 |
| LINE | LINEAGE INC | $300.94万 | 0.00% | 91,863 | 19,207 | 26.4% | $62.92万 | 加仓 |
| FRSH | FRESHWORKS INC | $301.02万 | 0.00% | 374,871 | 224,523 | 149.3% | $180.29万 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $301.49万 | 0.00% | 128,898 | 106,542 | 476.6% | $249.20万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $301.66万 | 0.00% | 10,158 | 892 | 9.6% | $26.49万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $302.07万 | 0.00% | 25,164 | 3,272 | 14.9% | $39.28万 | 加仓 |
| WIX | WIX COM LTD | $302.41万 | 0.00% | 33,575 | 19,980 | 147.0% | $179.96万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $302.80万 | 0.00% | 23,680 | -118 | -0.5% | -$1.51万 | 减仓 |
| DOCS | DOXIMITY INC | $302.81万 | 0.00% | 129,961 | 96,462 | 288.0% | $224.76万 | 加仓 |
| SCL | STEPAN CO | $302.99万 | 0.00% | 60,622 | 9,621 | 18.9% | $48.09万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $303.16万 | 0.00% | 17,615 | -6,422 | -26.7% | -$110.53万 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $304.21万 | 0.00% | 9,201 | 2,893 | 45.9% | $95.65万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $304.55万 | 0.00% | 283,565 | -17,244 | -5.7% | -$18.52万 | 减仓 |
| STXF | EA SERIES TRUST | $306.95万 | 0.00% | 73,136 | 379 | 0.5% | $1.59万 | 加仓 |
| HSHP | HIMALAYA SHIPPING LTD | $307.11万 | 0.00% | 230,911 | 42,019 | 22.2% | $55.89万 | 加仓 |
| NMRK | NEWMARK GROUP INC | $307.65万 | 0.00% | 205,236 | 111,698 | 119.4% | $167.43万 | 加仓 |
| CHE | CHEMED CORP NEW | $307.93万 | 0.00% | 8,152 | -1,563 | -16.1% | -$59.04万 | 减仓 |
| PULS | PGIM ETF TR | $308.39万 | 0.00% | 62,300 | 62,300 | — | $308.39万 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $309.35万 | 0.00% | 91,685 | 78,306 | 585.3% | $264.21万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $310.33万 | 0.00% | 271,265 | 80,278 | 42.0% | $91.84万 | 加仓 |
| LZB | LA Z BOY INC | $310.50万 | 0.00% | 96,607 | 38,160 | 65.3% | $122.65万 | 加仓 |
| IYH | ISHARES TR | $310.69万 | 0.00% | 50,404 | 106 | 0.2% | $6,534 | 加仓 |
| FIVN | FIVE9 INC | $311.06万 | 0.00% | 205,051 | 110,485 | 116.8% | $167.61万 | 加仓 |
| ALLE | ALLEGION PLC | $311.28万 | 0.00% | 21,424 | 4,787 | 28.8% | $69.55万 | 加仓 |
| JJSF | J & J SNACK FOODS CORP | $311.38万 | 0.00% | 39,282 | -43,249 | -52.4% | -$342.83万 | 减仓 |
| — | COLUMBIA FINL INC | $311.42万 | 0.00% | 177,855 | -7,478 | -4.0% | -$13.09万 | 减仓 |
| VSAT | VIASAT INC | $311.51万 | 0.00% | 68,019 | 22,864 | 50.6% | $104.71万 | 加仓 |
| CHWY | CHEWY INC | $312.60万 | 0.00% | 115,777 | 53,931 | 87.2% | $145.61万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $312.95万 | 0.00% | 147,968 | 6,995 | 5.0% | $14.79万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $313.51万 | 0.00% | 13,688 | 440 | 3.3% | $10.08万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $314.69万 | 0.00% | 15,606 | 472 | 3.1% | $9.52万 | 加仓 |
| PFFV | GLOBAL X FDS | $314.84万 | 0.00% | 144,234 | -23,548 | -14.0% | -$51.40万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $314.86万 | 0.00% | 58,189 | 7,764 | 15.4% | $42.01万 | 加仓 |
| SSO | PROSHARES TR | $315.01万 | 0.00% | 60,718 | -7,144 | -10.5% | -$37.06万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $315.50万 | 0.00% | 51,018 | 3,324 | 7.0% | $20.56万 | 加仓 |
| WEX | WEX INC | $315.57万 | 0.00% | 20,620 | 9,138 | 79.6% | $139.85万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $315.67万 | 0.00% | 63,408 | -1,825 | -2.8% | -$9.09万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $315.99万 | 0.00% | 138,594 | 9,312 | 7.2% | $21.23万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $316.17万 | 0.00% | 48,574 | 48,574 | — | $316.17万 | 新建仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $316.22万 | 0.00% | 32,416 | 11,446 | 54.6% | $111.66万 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $316.37万 | 0.00% | 137,850 | 235 | 0.2% | $5,393 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $316.38万 | 0.00% | 41,712 | 7,718 | 22.7% | $58.54万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $316.95万 | 0.00% | 66,197 | 59,281 | 857.2% | $283.84万 | 加仓 |