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
VRRM VERRA MOBILITY CORP $280.00万0.00%658,828 570,414645.2% $242.43万 加仓
SCHI SCHWAB STRATEGIC TR $280.85万0.00%124,052 5230.4% $1.18万 加仓
BAH BOOZ ALLEN HAMILTON HLDG COR $281.81万0.00%46,449 31,896219.2% $193.51万 加仓
IXJ ISHARES TR $282.04万0.00%28,669 -1,214-4.1% -$11.94万 减仓
RRR RED ROCK RESORTS INC $282.48万0.00%43,419 1,8974.6% $12.34万 加仓
DAVE DAVE INC $282.68万0.00%7,587 5277.5% $19.64万 加仓
NWE NORTHWESTERN ENERGY GROUP IN $282.85万0.00%39,493 5051.3% $3.62万 加仓
JBLU JETBLUE AIRWAYS CORP $283.24万0.00%494,313 108,57028.1% $62.21万 加仓
PLPC PREFORMED LINE PRODS CO $283.33万0.00%6,901 2,31250.4% $94.92万 加仓
ICUI ICU MED INC $284.01万0.00%19,373 8,01670.6% $117.51万 加仓
MRP MILLROSE PPTYS INC $284.32万0.00%94,615 28,82943.8% $86.63万 加仓
PLUS EPLUS INC $284.42万0.00%34,173 -566-1.6% -$4.71万 减仓
IEV ISHARES TR $284.44万0.00%39,045 4,12911.8% $30.08万 加仓
ALV AUTOLIV INC $284.55万0.00%24,495 10,01669.2% $116.35万 加仓
MPLX MPLX LP $285.33万0.00%50,653 -6,970-12.1% -$39.26万 减仓
HUBG HUB GROUP INC $285.85万0.00%65,277 -6,892-9.5% -$30.18万 减仓
AAMI ACADIAN ASSET MANAGEMENT INC $285.96万0.00%39,983 9,51631.2% $68.06万 加仓
BOND PIMCO ETF TR $285.99万0.00%31,015 3,68113.5% $33.94万 加仓
TDTT FLEXSHARES TR $286.06万0.00%119,642 -3,888-3.1% -$9.30万 减仓
SWX SOUTHWEST GAS HLDGS INC $286.25万0.00%32,279 6,89027.1% $61.10万 加仓
RYTM RHYTHM PHARMACEUTICALS INC $286.85万0.00%25,835 4,75022.5% $52.74万 加仓
PREF PRINCIPAL EXCHANGE TRADED FD $287.38万0.00%150,776 5,8224.0% $11.10万 加仓
QS QUANTUMSCAPE CORP $287.39万0.00%380,139 -5,640-1.5% -$4.26万 减仓
KNSL KINSALE CAP GROUP INC $287.99万0.00%8,732 4,31197.5% $142.18万 加仓
PEGA PEGASYSTEMS INC $288.25万0.00%96,179 5,3165.9% $15.93万 加仓
KAI KADANT INC $288.35万0.00%9,176 6617.8% $20.77万 加仓
TFII TFI INTERNATIONAL INC $288.38万0.00%20,086 2,35413.3% $33.80万 加仓
SLGN SILGAN HLDGS INC $288.62万0.00%62,216 21,46752.7% $99.59万 加仓
SLVM SYLVAMO CORP $288.63万0.00%76,358 15,45625.4% $58.42万 加仓
DV DOUBLEVERIFY HLDGS INC $289.25万0.00%266,840 37,81616.5% $40.99万 加仓
VLGEA VILLAGE SUPER MKT INC $290.82万0.00%68,947 15,44828.9% $65.16万 加仓
HYG ISHARES TR $291.39万0.00%36,438 10,31139.5% $82.46万 加仓
SEZL SEZZLE INC $292.06万0.00%17,017 1,3628.7% $23.38万 加仓
KGS KODIAK GAS SVCS INC $292.33万0.00%38,910 7,52324.0% $56.52万 加仓
MCBS METROCITY BANKSHARES INC $293.98万0.00%81,912 10,38614.5% $37.28万 加仓
YUMC YUM CHINA HLDGS INC $294.60万0.00%72,081 -956-1.3% -$3.91万 减仓
VPG VISHAY PRECISION GROUP INC $295.08万0.00%19,684 1,91410.8% $28.69万 加仓
FCBC FIRST CMNTY BANKSHARES INC V $295.84万0.00%66,600 11,91521.8% $52.93万 加仓
ASIX ADVANSIX INC $296.00万0.00%148,891 1,0350.7% $2.06万 加仓
CAL CALERES INC $296.13万0.00%239,391 106,80480.6% $132.12万 加仓
COPX GLOBAL X FDS $296.74万0.00%38,553 -559-1.4% -$4.30万 减仓
— STELLAR BANCORP INC $297.33万0.00%75,617 3,8565.4% $15.16万 加仓
CRC CALIFORNIA RES CORP $298.11万0.00%56,386 4,6349.0% $24.50万 加仓
PDFS PDF SOLUTIONS INC $298.20万0.00%42,124 3,1978.2% $22.63万 加仓
PPLI PEOPLE INC $298.38万0.00%64,640 15,52931.6% $71.68万 加仓
ESTC ELASTIC N V $298.39万0.00%52,330 -13,739-20.8% -$78.34万 减仓
ARKK ARK ETF TR $298.47万0.00%36,930 -3,062-7.7% -$24.75万 减仓
SHM SPDR SERIES TRUST $298.65万0.00%62,263 5100.8% $2.45万 加仓
TVTX TRAVERE THERAPEUTICS INC $299.89万0.00%52,788 11,97629.3% $68.04万 加仓
REYN REYNOLDS CONSUMER PRODS INC $300.42万0.00%111,888 4,6604.3% $12.51万 加仓
PFFV GLOBAL X FDS $300.71万0.00%136,501 -7,733-5.4% -$17.04万 减仓
EXLS EXLSERVICE HLDGS INC $300.72万0.00%116,287 -62,959-35.1% -$162.81万 减仓
CORZ CORE SCIENTIFIC INC NEW $301.07万0.00%117,650 25,62927.9% $65.58万 加仓
PKW INVESCO EXCHANGE TRADED FD T $301.20万0.00%21,262 2,55813.7% $36.24万 加仓
TLT ISHARES TR $301.37万0.00%34,873 -4,735-12.0% -$40.92万 减仓
DGICA DONEGAL GROUP INC $301.50万0.00%159,860 36,10029.2% $68.08万 加仓
EMA EMERA INC $302.02万0.00%56,964 33,583143.6% $178.06万 加仓
HELE HELEN OF TROY LTD $302.36万0.00%104,010 30,30541.1% $88.10万 加仓
BRZE BRAZE INC $302.49万0.00%139,462 -5,891-4.1% -$12.78万 减仓
OII OCEANEERING INTL INC $303.07万0.00%74,796 25,12250.6% $101.79万 加仓
FPE FIRST TR EXCH TRADED FD III $303.45万0.00%169,715 12,1407.7% $21.71万 加仓
CARG CARGURUS INC $303.58万0.00%89,051 -55,676-38.5% -$189.80万 减仓
AVES AMERICAN CENTY ETF TR $304.60万0.00%46,433 -485-1.0% -$3.18万 减仓
— PROSHARES TR $304.64万0.00%19,629 -332-1.7% -$5.15万 减仓
CNH CNH INDL N V $305.16万0.00%271,740 -25,488-8.6% -$28.62万 减仓
CGDV CAPITAL GROUP DIVIDEND VALUE $305.31万0.00%61,954 11,04921.7% $54.45万 加仓
EXTR EXTREME NETWORKS INC $306.39万0.00%94,653 28,81343.8% $93.27万 加仓
EEMS ISHARES INC $306.54万0.00%40,393 -1,054-2.5% -$8.00万 减仓
CLH CLEAN HARBORS INC $306.81万0.00%10,270 3,04242.1% $90.88万 加仓
BCC BOISE CASCADE CO DEL $307.28万0.00%39,582 -2,130-5.1% -$16.54万 减仓
UBSI UNITED BANKSHARES INC WEST V $307.91万0.00%67,185 1,7412.7% $7.98万 加仓
CFR CULLEN FROST BANKERS INC $308.15万0.00%19,942 3201.6% $4.94万 加仓
BROS DUTCH BROS INC $308.18万0.00%42,916 6,47517.8% $46.50万 加仓
ZECP ZACKS TRUST $308.29万0.00%81,687 -13,059-13.8% -$49.28万 减仓
INTF ISHARES TR $308.68万0.00%75,362 -193-0.3% -$7,905 减仓
TDC TERADATA CORP DEL $308.90万0.00%89,149 20,16129.2% $69.86万 加仓
DBEF DBX ETF TR $308.97万0.00%56,557 2,6164.8% $14.29万 加仓
CAC CAMDEN NATL CORP $309.03万0.00%56,995 8,52517.6% $46.22万 加仓
ULCC FRONTIER GROUP HLDGS INC $309.27万0.00%390,990 -74,473-16.0% -$58.91万 减仓
AUB ATLANTIC UN BANKSHARES CORP $309.48万0.00%73,147 -23,403-24.2% -$99.02万 减仓
KYMR KYMERA THERAPEUTICS INC $309.71万0.00%27,009 -1,237-4.4% -$14.18万 减仓
SHC SOTERA HEALTH CO $309.75万0.00%174,505 72,92471.8% $129.44万 加仓
DXC DXC TECHNOLOGY CO $309.96万0.00%350,242 157,29481.5% $139.21万 加仓
CECO CECO ENVIRONMENTAL CORP $310.31万0.00%34,198 -314-0.9% -$2.85万 减仓
COLD AMERICOLD REALTY TRUST INC $311.28万0.00%198,013 50,04733.8% $78.67万 加仓
DFSD DIMENSIONAL ETF TRUST $311.43万0.00%65,221 -976-1.5% -$4.66万 减仓
PRIM PRIMORIS SVCS CORP $312.11万0.00%31,488 -9,741-23.6% -$96.55万 减仓
TDW TIDEWATER INC NEW $312.89万0.00%46,959 8,02720.6% $53.48万 加仓
PEBO PEOPLES BANCORP INC $313.49万0.00%81,617 8,50711.6% $32.68万 加仓
UPST UPSTART HLDGS INC $313.75万0.00%88,554 34,64064.3% $122.73万 加仓
OUST OUSTER INC $314.73万0.00%50,341 3,4807.4% $21.76万 加仓
FHLC FIDELITY COVINGTON TRUST $315.07万0.00%40,786 4,49412.4% $34.72万 加仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $315.37万0.00%11,979 3,95249.2% $104.04万 加仓
LGND LIGAND PHARMACEUTICALS INC $315.43万0.00%9,979 1,47417.3% $46.59万 加仓
EVER EVERQUOTE INC $315.54万0.00%132,637 75,363131.6% $179.29万 加仓
WRLD WORLD ACCEP CORPORATION $316.61万0.00%14,145 2,32219.6% $51.97万 加仓
IMOS CHIPMOS TECHNOLOGIES INC $317.25万0.00%49,378 4,54910.1% $29.23万 加仓
PAG PENSKE AUTOMOTIVE GRP INC $317.27万0.00%17,729 7,33870.6% $131.32万 加仓
AMBA AMBARELLA INC $317.57万0.00%37,012 2,4887.2% $21.35万 加仓
CELC CELCUITY INC $318.77万0.00%30,469 -4,750-13.5% -$49.69万 减仓