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 |
|---|---|---|---|---|---|---|---|---|
| BUFD | FIRST TR EXCHNG TRADED FD VI | $366.66万 | 0.00% | 123,372 | -2,346 | -1.9% | -$6.97万 | 减仓 |
| OOMA | OOMA INC | $367.44万 | 0.00% | 191,175 | 3,913 | 2.1% | $7.52万 | 加仓 |
| WBTN | WEBTOON ENTMT INC | $367.67万 | 0.00% | 321,954 | 104,695 | 48.2% | $119.56万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $367.73万 | 0.00% | 70,595 | 30,789 | 77.3% | $160.38万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $367.85万 | 0.00% | 77,102 | -16,806 | -17.9% | -$80.18万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $367.85万 | 0.00% | 30,972 | -1,517 | -4.7% | -$18.02万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $371.74万 | 0.00% | 344,525 | -27,813 | -7.5% | -$30.01万 | 减仓 |
| KRNY | KEARNY FINL CORP MD | $372.02万 | 0.00% | 393,251 | 87,612 | 28.7% | $82.88万 | 加仓 |
| BIO | BIO RAD LABS INC | $374.97万 | 0.00% | 12,771 | 2,797 | 28.0% | $82.12万 | 加仓 |
| AN | AUTONATION INC | $375.02万 | 0.00% | 20,185 | 6,058 | 42.9% | $112.55万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $375.10万 | 0.00% | 25,869 | 2,189 | 9.2% | $31.74万 | 加仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $375.47万 | 0.00% | 85,822 | 9,272 | 12.1% | $40.57万 | 加仓 |
| PULS | PGIM ETF TR | $376.35万 | 0.00% | 75,953 | 13,653 | 21.9% | $67.65万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $376.64万 | 0.00% | 19,349 | -246 | -1.3% | -$4.79万 | 减仓 |
| LAD | LITHIA MTRS INC | $377.74万 | 0.00% | 13,003 | 7,912 | 155.4% | $229.84万 | 加仓 |
| HTHT | H WORLD GROUP LTD | $377.79万 | 0.00% | 90,551 | -13,037 | -12.6% | -$54.39万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $378.36万 | 0.00% | 78,270 | 4,842 | 6.6% | $23.41万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $378.61万 | 0.00% | 15,712 | 6,513 | 70.8% | $156.94万 | 加仓 |
| BAX | BAXTER INTL INC | $378.69万 | 0.00% | 177,623 | 88,399 | 99.1% | $188.47万 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $379.95万 | 0.00% | 72,829 | 15,734 | 27.6% | $82.08万 | 加仓 |
| DHS | WISDOMTREE TR | $380.14万 | 0.00% | 33,438 | 13,220 | 65.4% | $150.29万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $380.57万 | 0.00% | 35,422 | -5,993 | -14.5% | -$64.39万 | 减仓 |
| TRP | TC ENERGY CORP | $380.73万 | 0.00% | 57,434 | 3,090 | 5.7% | $20.48万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $381.40万 | 0.00% | 73,515 | -8,732 | -10.6% | -$45.30万 | 减仓 |
| KXI | ISHARES TR | $381.91万 | 0.00% | 56,554 | -1,473 | -2.5% | -$9.95万 | 减仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $382.15万 | 0.00% | 26,631 | 9,743 | 57.7% | $139.81万 | 加仓 |
| W | WAYFAIR INC | $382.44万 | 0.00% | 41,381 | 16,676 | 67.5% | $154.12万 | 加仓 |
| WHD | CACTUS INC | $382.93万 | 0.00% | 74,747 | 18,591 | 33.1% | $95.24万 | 加仓 |
| VFC | V F CORP | $383.34万 | 0.00% | 229,819 | -46,076 | -16.7% | -$76.85万 | 减仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $384.03万 | 0.00% | 128,311 | 69,847 | 119.5% | $209.05万 | 加仓 |
| CDW | CDW CORP | $384.41万 | 0.00% | 27,333 | 2,650 | 10.7% | $37.27万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $384.99万 | 0.00% | 23,954 | 514 | 2.2% | $8.26万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $385.36万 | 0.00% | 65,863 | -3,298 | -4.8% | -$19.30万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $385.43万 | 0.00% | 23,349 | 7,370 | 46.1% | $121.66万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $385.70万 | 0.00% | 129,692 | 29,030 | 28.8% | $86.34万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $387.24万 | 0.00% | 170,215 | 31,621 | 22.8% | $71.94万 | 加仓 |
| SHOE | SHOE STA GROUP INC | $387.40万 | 0.00% | 261,225 | 95,463 | 57.6% | $141.57万 | 加仓 |
| GEN | GEN DIGITAL INC | $387.94万 | 0.00% | 155,861 | 62,905 | 67.7% | $156.57万 | 加仓 |
| APG | API GROUP CORP | $388.46万 | 0.00% | 91,725 | 2,798 | 3.1% | $11.85万 | 加仓 |
| ECPG | ENCORE CAP GROUP INC | $388.46万 | 0.00% | 41,640 | 1,321 | 3.3% | $12.32万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $388.94万 | 0.00% | 13,520 | -168 | -1.2% | -$4.83万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $389.11万 | 0.00% | 90,113 | 13,943 | 18.3% | $60.21万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $389.12万 | 0.00% | 22,051 | 4,436 | 25.2% | $78.28万 | 加仓 |
| CRWV | COREWEAVE INC | $389.82万 | 0.00% | 39,162 | -27,375 | -41.1% | -$272.49万 | 减仓 |
| FLNG | FLEX LNG LTD | $390.03万 | 0.00% | 139,000 | 8,347 | 6.4% | $23.42万 | 加仓 |
| — | COLUMBIA FINL INC | $390.63万 | 0.00% | 184,086 | 6,231 | 3.5% | $13.22万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $391.31万 | 0.00% | 140,355 | 7,647 | 5.8% | $21.32万 | 加仓 |
| BMI | BADGER METER INC | $391.40万 | 0.00% | 26,378 | -1,631 | -5.8% | -$24.20万 | 减仓 |
| IGV | ISHARES TR | $391.46万 | 0.00% | 43,207 | -4,942 | -10.3% | -$44.77万 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $391.66万 | 0.00% | 69,839 | 879 | 1.3% | $4.93万 | 加仓 |
| TILE | INTERFACE INC | $392.47万 | 0.00% | 109,507 | 53,060 | 94.0% | $190.17万 | 加仓 |
| WINA | WINMARK CORP | $394.32万 | 0.00% | 9,320 | 1,362 | 17.1% | $57.63万 | 加仓 |
| FTDR | FRONTDOOR INC | $394.84万 | 0.00% | 50,888 | 7,901 | 18.4% | $61.30万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $394.89万 | 0.00% | 514,177 | 92,555 | 22.0% | $71.08万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $394.98万 | 0.00% | 49,360 | 11,707 | 31.1% | $93.68万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $396.20万 | 0.00% | 135,083 | 14,112 | 11.7% | $41.39万 | 加仓 |
| SSO | PROSHARES TR | $397.10万 | 0.00% | 58,935 | -1,783 | -2.9% | -$12.01万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $397.34万 | 0.00% | 140,701 | 2,851 | 2.1% | $8.05万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $397.92万 | 0.00% | 21,270 | -4,823 | -18.5% | -$90.23万 | 减仓 |
| CPT | CAMDEN PPTY TR | $397.97万 | 0.00% | 34,760 | -6,873 | -16.5% | -$78.69万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $399.06万 | 0.00% | 50,051 | 10,020 | 25.0% | $79.89万 | 加仓 |
| HP | HELMERICH & PAYNE INC | $399.37万 | 0.00% | 121,981 | 11,119 | 10.0% | $36.40万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $399.46万 | 0.00% | 37,596 | 5,180 | 16.0% | $55.04万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $400.41万 | 0.00% | 333,671 | 62,406 | 23.0% | $74.89万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $400.72万 | 0.00% | 96,281 | 10,056 | 11.7% | $41.85万 | 加仓 |
| VIRT | VIRTU FINL INC | $400.80万 | 0.00% | 67,283 | 45,559 | 209.7% | $271.39万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $400.84万 | 0.00% | 50,554 | -1,674 | -3.2% | -$13.27万 | 减仓 |
| NUDM | NUSHARES ETF TR | $401.58万 | 0.00% | 100,344 | 2,844 | 2.9% | $11.38万 | 加仓 |
| JJSF | J & J SNACK FOODS CORP | $402.68万 | 0.00% | 54,824 | 15,542 | 39.6% | $114.16万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $402.93万 | 0.00% | 62,518 | -2,665 | -4.1% | -$17.18万 | 减仓 |
| DDS | DILLARDS INC | $403.16万 | 0.00% | 7,630 | 3,483 | 84.0% | $184.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $404.39万 | 0.00% | 154,582 | -5,033 | -3.2% | -$13.17万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $405.43万 | 0.00% | 140,335 | -11,288 | -7.4% | -$32.61万 | 减仓 |
| IGF | ISHARES TR | $405.63万 | 0.00% | 60,905 | 17,314 | 39.7% | $115.31万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $406.06万 | 0.00% | 41,949 | 239 | 0.6% | $2.31万 | 加仓 |
| UGI | UGI CORP NEW | $407.17万 | 0.00% | 117,883 | 36,690 | 45.2% | $126.73万 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC | $407.50万 | 0.00% | 113,508 | 34,672 | 44.0% | $124.47万 | 加仓 |
| TXG | 10X GENOMICS INC | $407.75万 | 0.00% | 106,351 | 15,040 | 16.5% | $57.66万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $407.93万 | 0.00% | 113,323 | -4,995 | -4.2% | -$17.98万 | 减仓 |
| AVY | AVERY DENNISON CORP | $409.89万 | 0.00% | 25,247 | -3,090 | -10.9% | -$50.17万 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $409.97万 | 0.00% | 122,088 | 96,444 | 376.1% | $323.86万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $410.00万 | 0.00% | 25,558 | -5,873 | -18.7% | -$94.21万 | 减仓 |
| — | CHART INDS INC | $410.16万 | 0.00% | 19,630 | -4,014 | -17.0% | -$83.87万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $410.30万 | 0.00% | 120,129 | -5,690 | -4.5% | -$19.43万 | 减仓 |
| MUSA | MURPHY USA INC | $410.62万 | 0.00% | 7,620 | 934 | 14.0% | $50.33万 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $410.81万 | 0.00% | 360,356 | 139,954 | 63.5% | $159.55万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $411.09万 | 0.00% | 51,092 | 11,758 | 29.9% | $94.61万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $411.53万 | 0.00% | 55,010 | 6,436 | 13.2% | $48.15万 | 加仓 |
| BOTZ | GLOBAL X FDS | $411.80万 | 0.00% | 108,540 | -2,912 | -2.6% | -$11.05万 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $413.33万 | 0.00% | 69,466 | 19,464 | 38.9% | $115.81万 | 加仓 |
| AGNC | AGNC INVT CORP | $415.33万 | 0.00% | 381,039 | -31,881 | -7.7% | -$34.75万 | 减仓 |
| IMCV | ISHARES TR | $415.44万 | 0.00% | 45,464 | 1,039 | 2.3% | $9.49万 | 加仓 |
| KMT | KENNAMETAL INC | $415.48万 | 0.00% | 118,540 | -12,513 | -9.5% | -$43.86万 | 减仓 |
| NHC | NATIONAL HEALTHCARE CORP | $416.69万 | 0.00% | 19,715 | 3,337 | 20.4% | $70.53万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $418.20万 | 0.00% | 14,847 | 3,637 | 32.4% | $102.45万 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $420.42万 | 0.00% | 6,843 | 1,727 | 33.8% | $106.10万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $421.10万 | 0.00% | 51,561 | -2,593 | -4.8% | -$21.18万 | 减仓 |
| EPAM | EPAM SYS INC | $422.32万 | 0.00% | 53,222 | 27,605 | 107.8% | $219.05万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $423.28万 | 0.00% | 215,079 | 41,239 | 23.7% | $81.16万 | 加仓 |
| COMP | COMPASS INC | $423.94万 | 0.00% | 343,825 | 60,969 | 21.6% | $75.17万 | 加仓 |