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 |
|---|---|---|---|---|---|---|---|---|
| BATRK | ATLANTA BRAVES HLDGS INC | $422.72万 | 0.00% | 98,999 | 15,037 | 17.9% | $64.21万 | 加仓 |
| CSL | CARLISLE COS INC | $423.44万 | 0.00% | 12,692 | 2,832 | 28.7% | $94.48万 | 加仓 |
| TS | TENARIS S A | $423.67万 | 0.00% | 72,820 | 15,008 | 26.0% | $87.32万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $424.07万 | 0.00% | 21,638 | 2,693 | 14.2% | $52.78万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $424.12万 | 0.00% | 14,748 | 10,808 | 274.3% | $310.81万 | 加仓 |
| TIMB | TIM S A | $424.42万 | 0.00% | 160,219 | 66,907 | 71.7% | $177.24万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $425.39万 | 0.00% | 133,812 | 34,200 | 34.3% | $108.72万 | 加仓 |
| BDC | BELDEN INC | $426.29万 | 0.00% | 37,124 | 2,389 | 6.9% | $27.43万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $426.31万 | 0.00% | 110,758 | 20,853 | 23.2% | $80.26万 | 加仓 |
| BMI | BADGER METER INC | $426.72万 | 0.00% | 28,009 | 8,149 | 41.0% | $124.15万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $427.47万 | 0.00% | 93,908 | -5,905 | -5.9% | -$26.88万 | 减仓 |
| EWJ | ISHARES INC | $429.31万 | 0.00% | 50,842 | 4,223 | 9.1% | $35.66万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $431.09万 | 0.00% | 43,801 | 13,611 | 45.1% | $133.96万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $431.30万 | 0.00% | 118,521 | 78,178 | 193.8% | $284.49万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $431.97万 | 0.00% | 68,960 | 8,778 | 14.6% | $54.99万 | 加仓 |
| EXPO | EXPONENT INC | $432.61万 | 0.00% | 66,300 | -19,823 | -23.0% | -$129.35万 | 减仓 |
| CNS | COHEN & STEERS INC | $432.79万 | 0.00% | 69,192 | 39,300 | 131.5% | $245.82万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $432.81万 | 0.00% | 435,422 | 266,629 | 158.0% | $265.03万 | 加仓 |
| NBR | NABORS INDUSTRIES LTD | $433.01万 | 0.00% | 50,315 | 12,454 | 32.9% | $107.18万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $435.58万 | 0.00% | 82,247 | 4,780 | 6.2% | $25.32万 | 加仓 |
| SITM | SITIME CORP | $436.39万 | 0.00% | 12,636 | 1,601 | 14.5% | $55.29万 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $437.34万 | 0.00% | 261,880 | 7,303 | 2.9% | $12.20万 | 加仓 |
| VCR | VANGUARD WORLD FD | $437.60万 | 0.00% | 12,189 | 1,078 | 9.7% | $38.70万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $437.78万 | 0.00% | 88,244 | 5,047 | 6.1% | $25.04万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $437.88万 | 0.00% | 65,492 | -238 | -0.4% | -$1.59万 | 减仓 |
| FSLY | FASTLY INC | $438.87万 | 0.00% | 151,021 | 87,739 | 138.6% | $254.97万 | 加仓 |
| NMIH | NMI HLDGS INC | $439.11万 | 0.00% | 117,064 | 26,664 | 29.5% | $100.02万 | 加仓 |
| MRNA | MODERNA INC | $441.50万 | 0.00% | 86,909 | 6,587 | 8.2% | $33.46万 | 加仓 |
| BALL | BALL CORP | $442.12万 | 0.00% | 74,797 | 41,834 | 126.9% | $247.28万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $442.15万 | 0.00% | 179,446 | 85,031 | 90.1% | $209.52万 | 加仓 |
| BKE | BUCKLE INC | $442.16万 | 0.00% | 87,799 | 14,535 | 19.8% | $73.20万 | 加仓 |
| ARTY | ISHARES TR | $442.44万 | 0.00% | 95,088 | 6,602 | 7.5% | $30.72万 | 加仓 |
| PLGO | FIDELIS INSURANCE HOLDINGS L | $443.28万 | 0.00% | 231,961 | 24,883 | 12.0% | $47.55万 | 加仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $443.61万 | 0.00% | 207,876 | 117,337 | 129.6% | $250.40万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $444.41万 | 0.00% | 60,136 | -508 | -0.8% | -$3.75万 | 减仓 |
| RBA | RB GLOBAL INC | $444.64万 | 0.00% | 46,389 | 797 | 1.7% | $7.64万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $445.30万 | 0.00% | 172,198 | 70,450 | 69.2% | $182.18万 | 加仓 |
| KT | KT CORP | $446.00万 | 0.00% | 207,924 | 14,527 | 7.5% | $31.16万 | 加仓 |
| CRVL | CORVEL CORP | $446.10万 | 0.00% | 81,629 | 57,122 | 233.1% | $312.17万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $447.29万 | 0.00% | 63,635 | 28,396 | 80.6% | $199.59万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $448.53万 | 0.00% | 89,760 | 3,863 | 4.5% | $19.30万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $449.41万 | 0.00% | 39,137 | -564 | -1.4% | -$6.48万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $450.16万 | 0.00% | 61,080 | 6,760 | 12.4% | $49.82万 | 加仓 |
| PJT | PJT PARTNERS INC | $450.17万 | 0.00% | 32,219 | 11,232 | 53.5% | $156.94万 | 加仓 |
| HSTM | HEALTHSTREAM INC | $451.86万 | 0.00% | 218,186 | 158,924 | 268.2% | $329.13万 | 加仓 |
| BY | BYLINE BANCORP INC | $452.01万 | 0.00% | 143,176 | 20,670 | 16.9% | $65.26万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $452.75万 | 0.00% | 33,924 | 483 | 1.4% | $6.45万 | 加仓 |
| OC | OWENS CORNING NEW | $453.02万 | 0.00% | 41,861 | 13,080 | 45.4% | $141.55万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $454.69万 | 0.00% | 52,780 | -4,242 | -7.4% | -$36.54万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $454.78万 | 0.00% | 123,716 | 46,567 | 60.4% | $171.18万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $456.09万 | 0.00% | 67,052 | 21,257 | 46.4% | $144.59万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $456.40万 | 0.00% | 55,570 | 27,446 | 97.6% | $225.41万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $456.69万 | 0.00% | 151,623 | -35,723 | -19.1% | -$107.60万 | 减仓 |
| CFO | VICTORY PORTFOLIOS II | $456.96万 | 0.00% | 61,625 | -5,494 | -8.2% | -$40.74万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $457.28万 | 0.00% | 26,894 | 11,149 | 70.8% | $189.57万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $457.38万 | 0.00% | 163,817 | 13,776 | 9.2% | $38.46万 | 加仓 |
| TECH | BIO-TECHNE CORP | $458.70万 | 0.00% | 87,773 | 38,948 | 79.8% | $203.54万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $459.82万 | 0.00% | 22,091 | 5,725 | 35.0% | $119.16万 | 加仓 |
| ZD | ZIFF DAVIS INC | $460.54万 | 0.00% | 109,757 | 42,643 | 63.5% | $178.93万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $460.87万 | 0.00% | 49,050 | 5,775 | 13.3% | $54.26万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $461.39万 | 0.00% | 98,106 | 5,871 | 6.4% | $27.61万 | 加仓 |
| MTZ | MASTEC INC | $461.94万 | 0.00% | 14,357 | 2,090 | 17.0% | $67.25万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $462.07万 | 0.00% | 129,431 | 36,800 | 39.7% | $131.38万 | 加仓 |
| FLOT | ISHARES TR | $462.69万 | 0.00% | 90,813 | 34,733 | 61.9% | $176.96万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $462.70万 | 0.00% | 73,039 | 15,499 | 26.9% | $98.19万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $463.43万 | 0.00% | 2,459 | 496 | 25.3% | $93.48万 | 加仓 |
| THFF | FIRST FINANCIAL CORPORATION | $463.84万 | 0.00% | 73,393 | 2,475 | 3.5% | $15.64万 | 加仓 |
| MAS | MASCO CORP | $465.34万 | 0.00% | 77,082 | 22,384 | 40.9% | $135.13万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $465.71万 | 0.00% | 17,455 | 1,564 | 9.8% | $41.73万 | 加仓 |
| AVT | AVNET INC | $466.09万 | 0.00% | 75,640 | 16,583 | 28.1% | $102.18万 | 加仓 |
| LASR | NLIGHT INC | $466.28万 | 0.00% | 81,774 | 11,961 | 17.1% | $68.20万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $466.49万 | 0.00% | 136,641 | 83,334 | 156.3% | $284.50万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $467.60万 | 0.00% | 83,410 | 14,577 | 21.2% | $81.72万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $467.74万 | 0.00% | 15,737 | 3,315 | 26.7% | $98.53万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $467.82万 | 0.00% | 294,595 | 72,845 | 32.9% | $115.68万 | 加仓 |
| VIS | VANGUARD WORLD FD | $467.96万 | 0.00% | 14,988 | 195 | 1.3% | $6.09万 | 加仓 |
| LKQ | LKQ CORP | $468.56万 | 0.00% | 159,537 | 82,861 | 108.1% | $243.36万 | 加仓 |
| VFC | V F CORP | $468.75万 | 0.00% | 275,895 | 135,381 | 96.3% | $230.01万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $468.78万 | 0.00% | 27,735 | 3,088 | 12.5% | $52.19万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $469.28万 | 0.00% | 104,656 | 8,727 | 9.1% | $39.13万 | 加仓 |
| ROG | ROGERS CORP | $469.33万 | 0.00% | 43,728 | 8,031 | 22.5% | $86.20万 | 加仓 |
| TOST | TOAST INC | $469.39万 | 0.00% | 177,060 | 108,401 | 157.9% | $287.37万 | 加仓 |
| PODD | INSULET CORP | $470.85万 | 0.00% | 22,439 | 12,967 | 136.9% | $272.10万 | 加仓 |
| IBDT | ISHARES TR | $471.29万 | 0.00% | 186,059 | -2,837 | -1.5% | -$7.19万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $472.18万 | 0.00% | 96,639 | -2,371 | -2.4% | -$11.58万 | 减仓 |
| IPAC | ISHARES TR | $472.76万 | 0.00% | 61,790 | 2,944 | 5.0% | $22.52万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $473.41万 | 0.00% | 64,958 | 12,553 | 24.0% | $91.49万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $473.47万 | 0.00% | 51,369 | 23,873 | 86.8% | $220.04万 | 加仓 |
| KMT | KENNAMETAL INC | $473.49万 | 0.00% | 131,053 | 41,120 | 45.7% | $148.57万 | 加仓 |
| PL | PLANET LABS PBC | $473.88万 | 0.00% | 169,546 | 99,444 | 141.9% | $277.95万 | 加仓 |
| IGM | ISHARES TR | $475.06万 | 0.00% | 40,086 | 1,906 | 5.0% | $22.59万 | 加仓 |
| WEN | WENDYS CO | $476.37万 | 0.00% | 685,429 | 164,741 | 31.6% | $114.49万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $476.58万 | 0.00% | 77,720 | -2,435 | -3.0% | -$14.93万 | 减仓 |
| DCI | DONALDSON INC | $478.00万 | 0.00% | 56,322 | 10,507 | 22.9% | $89.17万 | 加仓 |
| LRN | STRIDE INC | $478.63万 | 0.00% | 54,285 | 31,971 | 143.3% | $281.89万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $479.23万 | 0.00% | 66,968 | 41,892 | 167.1% | $299.78万 | 加仓 |
| AIQ | GLOBAL X FDS | $479.38万 | 0.00% | 102,717 | 17,682 | 20.8% | $82.52万 | 加仓 |
| CNO | CNO FINL GROUP INC | $479.46万 | 0.00% | 116,771 | -15,284 | -11.6% | -$62.76万 | 减仓 |
| VMI | VALMONT INDS INC | $479.86万 | 0.00% | 12,009 | 702 | 6.2% | $28.05万 | 加仓 |
| MKC | MCCORMICK & CO INC | $479.97万 | 0.00% | 95,156 | 17,422 | 22.4% | $87.88万 | 加仓 |