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 |
|---|---|---|---|---|---|---|---|---|
| INDA | ISHARES TR | $480.04万 | 0.00% | 102,484 | -2,661 | -2.5% | -$12.46万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $480.29万 | 0.00% | 91,016 | 35,695 | 64.5% | $188.36万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $480.33万 | 0.00% | 49,392 | 5,248 | 11.9% | $51.04万 | 加仓 |
| USFD | US FOODS HLDG CORP | $481.51万 | 0.00% | 52,219 | 18,109 | 53.1% | $166.98万 | 加仓 |
| VC | VISTEON CORP | $481.79万 | 0.00% | 52,880 | 17,531 | 49.6% | $159.73万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $482.58万 | 0.00% | 78,024 | 48,540 | 164.6% | $300.22万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $483.23万 | 0.00% | 145,028 | 8,973 | 6.6% | $29.90万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $484.20万 | 0.00% | 107,529 | 22,259 | 26.1% | $100.23万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $484.85万 | 0.00% | 18,286 | 4,294 | 30.7% | $113.86万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $484.99万 | 0.00% | 41,388 | -16,050 | -27.9% | -$188.08万 | 减仓 |
| SON | SONOCO PRODS CO | $486.22万 | 0.00% | 89,891 | 29,982 | 50.0% | $162.17万 | 加仓 |
| — | THOMSON REUTERS CORP | $487.28万 | 0.00% | 54,154 | 33,057 | 156.7% | $297.45万 | 加仓 |
| — | COTERRA ENERGY INC | $488.72万 | 0.00% | 139,078 | 16,178 | 13.2% | $56.85万 | 加仓 |
| — | CHART INDS INC | $488.84万 | 0.00% | 23,644 | 2,295 | 10.7% | $47.45万 | 加仓 |
| AVY | AVERY DENNISON CORP | $489.33万 | 0.00% | 28,337 | -927 | -3.2% | -$16.01万 | 减仓 |
| PAVE | GLOBAL X FDS | $489.95万 | 0.00% | 96,428 | 23,459 | 32.1% | $119.19万 | 加仓 |
| MATX | MATSON INC | $490.69万 | 0.00% | 29,931 | 2,827 | 10.4% | $46.35万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $492.39万 | 0.00% | 26,093 | -2,893 | -10.0% | -$54.59万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $492.50万 | 0.00% | 73,431 | 19,134 | 35.2% | $128.33万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $492.58万 | 0.00% | 54,326 | 13 | 0.0% | $1,179 | 加仓 |
| CARG | CARGURUS INC | $492.80万 | 0.00% | 144,727 | 44,683 | 44.7% | $152.15万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $492.83万 | 0.00% | 133,162 | -13,458 | -9.2% | -$49.81万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $493.94万 | 0.00% | 197,734 | 1,238 | 0.6% | $3.09万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $496.21万 | 0.00% | 116,920 | 36,230 | 44.9% | $153.76万 | 加仓 |
| ROKU | ROKU INC | $497.07万 | 0.00% | 52,534 | 1,030 | 2.0% | $9.75万 | 加仓 |
| STRA | STRATEGIC ED INC | $498.21万 | 0.00% | 60,054 | 33,063 | 122.5% | $274.29万 | 加仓 |
| NICE | NICE LTD | $498.34万 | 0.00% | 45,197 | 23,899 | 112.2% | $263.51万 | 加仓 |
| RBC | RBC BEARINGS INC | $498.42万 | 0.00% | 9,177 | 5,080 | 124.0% | $275.90万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $499.64万 | 0.00% | 37,482 | 17,716 | 89.6% | $236.15万 | 加仓 |
| GAP | GAP INC | $500.03万 | 0.00% | 206,625 | 48,122 | 30.4% | $116.46万 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $500.47万 | 0.00% | 42,331 | -3,394 | -7.4% | -$40.13万 | 减仓 |
| — | PLDT INC | $500.66万 | 0.00% | 237,954 | -3,223 | -1.3% | -$6.78万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $500.71万 | 0.00% | 139,942 | 9,410 | 7.2% | $33.67万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $501.67万 | 0.00% | 66,544 | -11,061 | -14.3% | -$83.39万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $502.47万 | 0.00% | 268,703 | -55,926 | -17.2% | -$104.58万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $502.96万 | 0.00% | 279,112 | -66,577 | -19.3% | -$119.97万 | 减仓 |
| IWY | ISHARES TR | $503.32万 | 0.00% | 20,227 | 8,631 | 74.4% | $214.77万 | 加仓 |
| PRG | PROG HOLDINGS INC | $503.97万 | 0.00% | 175,660 | 67,717 | 62.7% | $194.28万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $505.61万 | 0.00% | 47,971 | 6,717 | 16.3% | $70.80万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $505.69万 | 0.00% | 243,705 | 57,732 | 31.0% | $119.79万 | 加仓 |
| HRL | HORMEL FOODS CORP | $505.78万 | 0.00% | 223,301 | -23,912 | -9.7% | -$54.16万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $505.82万 | 0.00% | 105,446 | 40,921 | 63.4% | $196.30万 | 加仓 |
| RLI | RLI CORP | $506.05万 | 0.00% | 88,719 | -19,893 | -18.3% | -$113.47万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $507.08万 | 0.00% | 28,333 | 375 | 1.3% | $6.71万 | 加仓 |
| IBDR | ISHARES TR | $507.86万 | 0.00% | 209,513 | 4,154 | 2.0% | $10.07万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $510.35万 | 0.00% | 174,597 | 39,786 | 29.5% | $116.29万 | 加仓 |
| DT | DYNATRACE INC | $510.49万 | 0.00% | 138,045 | 96,934 | 235.8% | $358.46万 | 加仓 |
| MYRG | MYR GROUP INC | $510.83万 | 0.00% | 18,094 | 6,379 | 54.5% | $180.09万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $510.85万 | 0.00% | 38,378 | 26,496 | 223.0% | $352.69万 | 加仓 |
| VALE | VALE S A | $510.87万 | 0.00% | 321,097 | 46,103 | 16.8% | $73.35万 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $511.17万 | 0.00% | 273,645 | 38,965 | 16.6% | $72.79万 | 加仓 |
| EQBK | EQUITY BANCSHARES INC | $511.52万 | 0.00% | 115,181 | 3,104 | 2.8% | $13.78万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $511.98万 | 0.00% | 77,903 | 8,452 | 12.2% | $55.55万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $512.11万 | 0.00% | 77,464 | 38,724 | 100.0% | $256.00万 | 加仓 |
| RUN | SUNRUN INC | $512.93万 | 0.00% | 378,268 | -44,671 | -10.6% | -$60.57万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $513.81万 | 0.00% | 119,049 | 25,360 | 27.1% | $109.45万 | 加仓 |
| BTU | PEABODY ENGR CORP | $514.07万 | 0.00% | 156,016 | 20,569 | 15.2% | $67.77万 | 加仓 |
| IMKTA | INGLES MKTS INC | $514.09万 | 0.00% | 57,191 | 20,317 | 55.1% | $182.63万 | 加仓 |
| ATR | APTARGROUP INC | $514.28万 | 0.00% | 40,810 | 20,514 | 101.1% | $258.52万 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD | $514.86万 | 0.00% | 327,522 | 70,675 | 27.5% | $111.10万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $515.07万 | 0.00% | 39,670 | 9,668 | 32.2% | $125.53万 | 加仓 |
| CRWV | COREWEAVE INC | $515.46万 | 0.00% | 66,537 | -19,511 | -22.7% | -$151.15万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $517.71万 | 0.00% | 56,108 | 26,710 | 90.9% | $246.45万 | 加仓 |
| MMSI | MERIT MED SYS INC | $517.81万 | 0.00% | 75,121 | 27,423 | 57.5% | $189.03万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $517.98万 | 0.00% | 31,431 | 5,947 | 23.3% | $98.01万 | 加仓 |
| STNG | SCORPIO TANKERS INC | $518.12万 | 0.00% | 69,398 | 12,600 | 22.2% | $94.07万 | 加仓 |
| PNR | PENTAIR PLC | $518.20万 | 0.00% | 59,488 | 21,157 | 55.2% | $184.30万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $518.44万 | 0.00% | 120,204 | 85,301 | 244.4% | $367.90万 | 加仓 |
| TOL | TOLL BROTHERS INC | $518.84万 | 0.00% | 38,019 | 13,498 | 55.0% | $184.21万 | 加仓 |
| HTHT | H WORLD GROUP LTD | $520.94万 | 0.00% | 103,588 | 8,597 | 9.1% | $43.23万 | 加仓 |
| QLD | PROSHARES TR | $521.16万 | 0.00% | 85,436 | -46,778 | -35.4% | -$285.35万 | 减仓 |
| ALB | ALBEMARLE CORP | $521.23万 | 0.00% | 29,033 | 10,536 | 57.0% | $189.15万 | 加仓 |
| NTNX | NUTANIX INC | $521.80万 | 0.00% | 137,279 | 92,148 | 204.2% | $350.25万 | 加仓 |
| MCRI | MONARCH CASINO & RESORT INC | $522.03万 | 0.00% | 54,606 | 27,809 | 103.8% | $265.85万 | 加仓 |
| PFF | ISHARES TR | $523.01万 | 0.00% | 172,498 | 23,207 | 15.5% | $70.36万 | 加仓 |
| MRTN | MARTEN TRANS LTD | $523.25万 | 0.00% | 398,513 | 29,168 | 7.9% | $38.30万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $523.60万 | 0.00% | 55,163 | 13,697 | 33.0% | $130.01万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $523.88万 | 0.00% | 36,673 | 5,648 | 18.2% | $80.68万 | 加仓 |
| MOS | MOSAIC CO | $524.61万 | 0.00% | 205,731 | 109,871 | 114.6% | $280.17万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $524.72万 | 0.00% | 16,286 | 5,443 | 50.2% | $175.37万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $527.33万 | 0.00% | 61,475 | 10,908 | 21.6% | $93.57万 | 加仓 |
| SE | SEA LTD | $529.58万 | 0.00% | 63,951 | 10,483 | 19.6% | $86.81万 | 加仓 |
| DLTR | DOLLAR TREE INC | $531.62万 | 0.00% | 48,545 | 5,533 | 12.9% | $60.59万 | 加仓 |
| IONQ | IONQ INC | $531.82万 | 0.00% | 184,469 | 10,858 | 6.3% | $31.30万 | 加仓 |
| HCC | WARRIOR MET COAL INC | $532.06万 | 0.00% | 57,119 | 13,503 | 31.0% | $125.78万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $532.80万 | 0.00% | 115,651 | -2,583 | -2.2% | -$11.90万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $533.09万 | 0.00% | 5,042 | -235 | -4.5% | -$24.85万 | 减仓 |
| ENS | ENERSYS | $533.42万 | 0.00% | 30,706 | 7,652 | 33.2% | $132.93万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $534.43万 | 0.00% | 64,490 | 10,551 | 19.6% | $87.44万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $534.73万 | 0.00% | 119,466 | 11,452 | 10.6% | $51.26万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $535.75万 | 0.00% | 37,045 | 10,475 | 39.4% | $151.49万 | 加仓 |
| HEI | HEICO CORP NEW | $539.44万 | 0.00% | 19,673 | 3,176 | 19.3% | $87.09万 | 加仓 |
| BGC | BGC GROUP INC | $541.00万 | 0.00% | 553,167 | 389,973 | 239.0% | $381.39万 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $541.78万 | 0.00% | 161,006 | 68,563 | 74.2% | $230.71万 | 加仓 |
| GPC | GENUINE PARTS CO | $541.82万 | 0.00% | 51,236 | 2,264 | 4.6% | $23.94万 | 加仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $543.18万 | 0.00% | 229,675 | 33,518 | 17.1% | $79.27万 | 加仓 |
| VDC | VANGUARD WORLD FD | $543.91万 | 0.00% | 24,218 | 1,309 | 5.7% | $29.40万 | 加仓 |
| HQY | HEALTHEQUITY INC | $543.95万 | 0.00% | 65,089 | 5,444 | 9.1% | $45.50万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $545.07万 | 0.00% | 320,819 | 140,145 | 77.6% | $238.11万 | 加仓 |
| WSO | WATSCO INC | $545.46万 | 0.00% | 14,994 | 6,190 | 70.3% | $225.18万 | 加仓 |