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 |
|---|---|---|---|---|---|---|---|---|
| NUMG | NUSHARES ETF TR | $318.18万 | 0.00% | 77,454 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $318.19万 | 0.00% | 118,596 | -11,987 | -9.2% | -$32.16万 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $318.39万 | 0.00% | 100,186 | 20,155 | 25.2% | $64.05万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $318.44万 | 0.00% | 62,196 | 34,195 | 122.1% | $175.08万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $320.47万 | 0.00% | 74,424 | -37,714 | -33.6% | -$162.40万 | 减仓 |
| ZECP | ZACKS TRUST | $320.53万 | 0.00% | 94,746 | -8,005 | -7.8% | -$27.08万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $321.13万 | 0.00% | 14,682 | 119 | 0.8% | $2.60万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $321.75万 | 0.00% | 132,351 | -29,418 | -18.2% | -$71.52万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $321.90万 | 0.00% | 76,170 | 20,804 | 37.6% | $87.92万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $322.32万 | 0.00% | 133,688 | 118,359 | 772.1% | $285.36万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $322.65万 | 0.00% | 86,225 | 17,780 | 26.0% | $66.53万 | 加仓 |
| SOLV | SOLVENTUM CORP | $322.73万 | 0.00% | 49,422 | 13,432 | 37.3% | $87.71万 | 加仓 |
| OTEX | OPEN TEXT CORP | $323.98万 | 0.00% | 145,676 | 96,786 | 198.0% | $215.25万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $324.22万 | 0.00% | 17,314 | 5,988 | 52.9% | $112.13万 | 加仓 |
| TDW | TIDEWATER INC NEW | $325.28万 | 0.00% | 38,932 | 6,565 | 20.3% | $54.85万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $325.67万 | 0.00% | 23,440 | 4,530 | 24.0% | $62.94万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $326.08万 | 0.00% | 11,785 | 1,953 | 19.9% | $54.04万 | 加仓 |
| OSK | OSHKOSH CORP | $326.11万 | 0.00% | 22,153 | 3,968 | 21.8% | $58.41万 | 加仓 |
| BKH | BLACK HILLS CORP | $326.67万 | 0.00% | 47,064 | -686 | -1.4% | -$4.76万 | 减仓 |
| SHBI | SHORE BANCSHARES INC | $326.90万 | 0.00% | 174,998 | 15,583 | 9.8% | $29.11万 | 加仓 |
| CNH | CNH INDL N V | $326.95万 | 0.00% | 297,228 | 101,947 | 52.2% | $112.14万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $327.14万 | 0.00% | 121,521 | -5,602 | -4.4% | -$15.08万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $327.26万 | 0.00% | 59,773 | 38,172 | 176.7% | $208.99万 | 加仓 |
| ACI | ALBERTSONS COS INC | $327.47万 | 0.00% | 192,178 | 32,697 | 20.5% | $55.72万 | 加仓 |
| CENT | CENTRAL GARDEN & PET CO | $327.84万 | 0.00% | 89,159 | 40,963 | 85.0% | $150.62万 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $328.03万 | 0.00% | 38,756 | 12,585 | 48.1% | $106.52万 | 加仓 |
| QYLD | GLOBAL X FDS | $328.12万 | 0.00% | 191,323 | 6,110 | 3.3% | $10.48万 | 加仓 |
| DRS | LEONARDO DRS INC | $328.36万 | 0.00% | 73,755 | 32,576 | 79.1% | $145.03万 | 加仓 |
| — | TOPBUILD COR | $328.44万 | 0.00% | 9,349 | 767 | 8.9% | $26.95万 | 加仓 |
| MPLX | MPLX LP | $328.86万 | 0.00% | 57,623 | 10,532 | 22.4% | $60.11万 | 加仓 |
| DLS | WISDOMTREE TR | $328.96万 | 0.00% | 40,363 | 912 | 2.3% | $7.43万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $329.22万 | 0.00% | 153,770 | 97,015 | 170.9% | $207.71万 | 加仓 |
| AROC | ARCHROCK INC | $329.83万 | 0.00% | 94,778 | 20,767 | 28.1% | $72.27万 | 加仓 |
| MUSA | MURPHY USA INC | $330.27万 | 0.00% | 6,686 | -2,248 | -25.2% | -$111.04万 | 减仓 |
| ESTC | ELASTIC N V | $330.28万 | 0.00% | 66,069 | -10,643 | -13.9% | -$53.20万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $330.91万 | 0.00% | 139,389 | 40,103 | 40.4% | $95.20万 | 加仓 |
| KFY | KORN FERRY | $331.68万 | 0.00% | 52,690 | 11,620 | 28.3% | $73.15万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $332.29万 | 0.00% | 134,203 | 64,276 | 91.9% | $159.15万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $332.37万 | 0.00% | 212,103 | 95,334 | 81.6% | $149.39万 | 加仓 |
| KE | KIMBALL ELECTRONICS INC | $332.67万 | 0.00% | 140,426 | 25,781 | 22.5% | $61.08万 | 加仓 |
| HXL | HEXCEL CORP NEW | $333.17万 | 0.00% | 41,168 | 7,750 | 23.2% | $62.72万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $333.48万 | 0.00% | 81,714 | -6,401 | -7.3% | -$26.12万 | 减仓 |
| GLOB | GLOBANT S A | $333.84万 | 0.00% | 72,400 | 31,877 | 78.7% | $146.98万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $334.35万 | 0.00% | 42,821 | -1,257 | -2.9% | -$9.81万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $335.16万 | 0.00% | 248,266 | -24,142 | -8.9% | -$32.59万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $335.29万 | 0.00% | 46,717 | -30,154 | -39.2% | -$216.42万 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC | $336.11万 | 0.00% | 127,508 | 25,126 | 24.5% | $66.23万 | 加仓 |
| FCN | FTI CONSULTING INC | $336.16万 | 0.00% | 19,017 | -8,401 | -30.6% | -$148.50万 | 减仓 |
| GLRE | GREENLIGHT CAP RE LTD | $336.57万 | 0.00% | 194,664 | 20,012 | 11.5% | $34.60万 | 加仓 |
| KBH | KB HOME | $336.64万 | 0.00% | 65,051 | -6,593 | -9.2% | -$34.12万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $336.72万 | 0.00% | 121,560 | 44,926 | 58.6% | $124.45万 | 加仓 |
| DEO | DIAGEO PLC | $336.90万 | 0.00% | 45,252 | -8,912 | -16.5% | -$66.35万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $337.22万 | 0.00% | 11,210 | 1,708 | 18.0% | $51.38万 | 加仓 |
| USNA | USANA HEALTH SCIENCES INC | $337.43万 | 0.00% | 193,148 | 68,639 | 55.1% | $119.91万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $338.12万 | 0.00% | 50,040 | 11,773 | 30.8% | $79.55万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $339.17万 | 0.00% | 24,733 | 4,801 | 24.1% | $65.84万 | 加仓 |
| TRP | TC ENERGY CORP | $340.19万 | 0.00% | 54,344 | 44 | 0.1% | $2,754 | 加仓 |
| WINA | WINMARK CORP | $340.24万 | 0.00% | 7,958 | 2,202 | 38.3% | $94.15万 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $341.92万 | 0.00% | 153,603 | 108,237 | 238.6% | $240.94万 | 加仓 |
| BRZE | BRAZE INC | $343.18万 | 0.00% | 145,353 | 94,039 | 183.3% | $222.03万 | 加仓 |
| TLT | ISHARES TR | $343.37万 | 0.00% | 39,608 | 7,336 | 22.7% | $63.60万 | 加仓 |
| PTC | PTC INC | $343.92万 | 0.00% | 24,136 | 6,757 | 38.9% | $96.28万 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES | $345.04万 | 0.00% | 91,427 | 36,165 | 65.4% | $136.49万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $345.07万 | 0.00% | 96,550 | 6,632 | 7.4% | $23.70万 | 加仓 |
| SJM | SMUCKER J M CO | $345.26万 | 0.00% | 35,800 | 10,771 | 43.0% | $103.88万 | 加仓 |
| SSD | SIMPSON MFG INC | $345.45万 | 0.00% | 20,129 | 6,400 | 46.6% | $109.84万 | 加仓 |
| INTA | INTAPP INC | $345.55万 | 0.00% | 134,508 | 99,580 | 285.1% | $255.82万 | 加仓 |
| ENTG | ENTEGRIS INC | $345.71万 | 0.00% | 29,488 | 9,009 | 44.0% | $105.62万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $345.95万 | 0.00% | 27,313 | 3,528 | 14.8% | $44.69万 | 加仓 |
| SNEX | STONEX GROUP INC | $346.64万 | 0.00% | 42,980 | 18,554 | 76.0% | $149.64万 | 加仓 |
| BWZ | SPDR SERIES TRUST | $346.76万 | 0.00% | 128,810 | 4,176 | 3.4% | $11.24万 | 加仓 |
| ARW | ARROW ELECTRS INC | $346.77万 | 0.00% | 24,180 | 2,322 | 10.6% | $33.30万 | 加仓 |
| EPAM | EPAM SYS INC | $346.85万 | 0.00% | 25,617 | 10,758 | 72.4% | $145.66万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $347.54万 | 0.00% | 103,097 | 4,303 | 4.4% | $14.51万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $347.69万 | 0.00% | 93,919 | 93,919 | — | $347.69万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $348.22万 | 0.00% | 60,194 | 42,157 | 233.7% | $243.88万 | 加仓 |
| SBSW | SIBANYE STILLWATER LTD | $348.71万 | 0.00% | 283,043 | 39,235 | 16.1% | $48.34万 | 加仓 |
| PSO | PEARSON PLC | $348.80万 | 0.00% | 265,650 | 77,259 | 41.0% | $101.44万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $349.90万 | 0.00% | 30,607 | 225 | 0.7% | $2.57万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $350.11万 | 0.00% | 113,744 | 2,242 | 2.0% | $6.90万 | 加仓 |
| GKOS | GLAUKOS CORP | $350.25万 | 0.00% | 32,533 | 727 | 2.3% | $7.83万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $350.36万 | 0.00% | 126,485 | 38,325 | 43.5% | $106.16万 | 加仓 |
| ACT | ENACT HLDGS INC | $350.52万 | 0.00% | 85,890 | 33,619 | 64.3% | $137.20万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $350.53万 | 0.00% | 54,236 | 3,218 | 6.3% | $20.80万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $350.59万 | 0.00% | 33,789 | 9,183 | 37.3% | $95.28万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $351.28万 | 0.00% | 50,976 | 31,170 | 157.4% | $214.79万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $352.01万 | 0.00% | 125,718 | -2,631 | -2.0% | -$7.37万 | 减仓 |
| NUDM | NUSHARES ETF TR | $352.07万 | 0.00% | 97,500 | 6,325 | 6.9% | $22.84万 | 加仓 |
| ENVA | ENOVA INTL INC | $352.13万 | 0.00% | 25,924 | 3,874 | 17.6% | $52.62万 | 加仓 |
| ICL | ICL GROUP LTD | $352.60万 | 0.00% | 683,523 | -20,398 | -2.9% | -$10.52万 | 减仓 |
| LPL | LG DISPLAY CO LTD | $352.78万 | 0.00% | 909,221 | 890,812 | 4,839.0% | $345.64万 | 加仓 |
| DMC | FRESH DEL MONTE PRODUCE INC | $353.26万 | 0.00% | 87,744 | 25,047 | 39.9% | $100.84万 | 加仓 |
| JOBY | JOBY AVIATION INC | $353.26万 | 0.00% | 427,675 | 121,725 | 39.8% | $100.54万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $353.29万 | 0.00% | 13,306 | 2,376 | 21.7% | $63.09万 | 加仓 |
| IOT | SAMSARA INC | $353.64万 | 0.00% | 111,593 | -118,296 | -51.5% | -$374.88万 | 减仓 |
| SMMV | ISHARES TR | $353.96万 | 0.00% | 81,152 | 1,185 | 1.5% | $5.17万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $354.05万 | 0.00% | 44,732 | 22,338 | 99.7% | $176.80万 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $354.53万 | 0.00% | 23,460 | 13,303 | 131.0% | $201.03万 | 加仓 |
| NOVT | NOVANTA INC | $354.87万 | 0.00% | 30,046 | 8,522 | 39.6% | $100.65万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $355.46万 | 0.00% | 73,428 | 37,347 | 103.5% | $180.80万 | 加仓 |