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 |
|---|---|---|---|---|---|---|---|---|
| SCL | STEPAN CO | $485.95万 | 0.00% | 87,213 | 26,591 | 43.9% | $148.17万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $485.98万 | 0.00% | 22,929 | 1,291 | 6.0% | $27.36万 | 加仓 |
| HCC | WARRIOR MET COAL INC | $486.06万 | 0.00% | 59,889 | 2,770 | 4.8% | $22.48万 | 加仓 |
| WLTH | WEALTHFRONT CORP | $486.71万 | 0.00% | 544,422 | 544,422 | — | $486.71万 | 新建仓 |
| POWL | POWELL INDS INC | $487.15万 | 0.00% | 17,012 | 3,335 | 24.4% | $95.50万 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $487.18万 | 0.00% | 24,363 | 12 | 0.0% | $2,400 | 加仓 |
| VCR | VANGUARD WORLD FD | $488.09万 | 0.00% | 12,307 | 118 | 1.0% | $4.68万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $488.49万 | 0.00% | 58,614 | -5,021 | -7.9% | -$41.84万 | 减仓 |
| BJRI | BJS RESTAURANTS INC | $488.63万 | 0.00% | 80,452 | 31,352 | 63.9% | $190.42万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $489.06万 | 0.00% | 29,772 | 9,831 | 49.3% | $161.49万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $489.16万 | 0.00% | 21,569 | 4,541 | 26.7% | $102.98万 | 加仓 |
| AMRZ | AMRIZE LTD | $489.44万 | 0.00% | 91,827 | 10,865 | 13.4% | $57.91万 | 重新持有 |
| SPSC | SPS COMM INC | $491.27万 | 0.00% | 85,931 | 45,946 | 114.9% | $262.67万 | 加仓 |
| SPT | SPROUT SOCIAL INC | $492.34万 | 0.00% | 652,106 | 346,923 | 113.7% | $261.93万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $492.59万 | 0.00% | 40,373 | 575 | 1.4% | $7.02万 | 加仓 |
| HL | HECLA MINING COMPANY | $493.12万 | 0.00% | 319,588 | -53,597 | -14.4% | -$82.70万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $493.50万 | 0.00% | 118,260 | -5,456 | -4.4% | -$22.77万 | 减仓 |
| TS | TENARIS S A | $493.54万 | 0.00% | 88,942 | 16,122 | 22.1% | $89.46万 | 加仓 |
| HEI/A | HEICO CORP NEW | $493.88万 | 0.00% | 19,149 | 1,430 | 8.1% | $36.88万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $493.92万 | 0.00% | 63,972 | 14,922 | 30.4% | $115.21万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $494.01万 | 0.00% | 197,365 | -369 | -0.2% | -$9,236 | 减仓 |
| H | HYATT HOTELS CORP | $495.67万 | 0.00% | 25,571 | 6,938 | 37.2% | $134.49万 | 加仓 |
| NBR | NABORS INDUSTRIES LTD | $495.96万 | 0.00% | 59,036 | 8,721 | 17.3% | $73.27万 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $496.53万 | 0.00% | 288,680 | 26,800 | 10.2% | $46.10万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $496.69万 | 0.00% | 137,932 | 44,013 | 46.9% | $158.49万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $497.51万 | 0.00% | 130,718 | -35,522 | -21.4% | -$135.20万 | 减仓 |
| ACT | ENACT HLDGS INC | $500.31万 | 0.00% | 109,452 | 23,562 | 27.4% | $107.70万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $500.51万 | 0.00% | 44,653 | 4,001 | 9.8% | $44.85万 | 加仓 |
| INDA | ISHARES TR | $502.98万 | 0.00% | 101,839 | -645 | -0.6% | -$3.19万 | 减仓 |
| GATX | GATX CORP | $503.31万 | 0.00% | 28,405 | -5,042 | -15.1% | -$89.34万 | 减仓 |
| KSS | KOHLS CORP | $504.45万 | 0.00% | 284,678 | 134,512 | 89.6% | $238.35万 | 加仓 |
| GPC | GENUINE PARTS CO | $504.50万 | 0.00% | 42,762 | -8,474 | -16.5% | -$99.98万 | 减仓 |
| MDLN | MEDLINE INC | $505.32万 | 0.00% | 128,124 | 128,124 | — | $505.32万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $506.04万 | 0.00% | 49,491 | -2,728 | -5.2% | -$27.89万 | 减仓 |
| SSL | SASOL LTD | $506.08万 | 0.00% | 515,359 | 35,332 | 7.4% | $34.70万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $506.38万 | 0.00% | 60,630 | -450 | -0.7% | -$3.76万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $508.93万 | 0.00% | 62,784 | 2,281 | 3.8% | $18.49万 | 加仓 |
| BKH | BLACK HILLS CORP | $510.39万 | 0.00% | 68,601 | 21,537 | 45.8% | $160.24万 | 加仓 |
| AES | AES CORP | $510.62万 | 0.00% | 348,310 | 179,287 | 106.1% | $262.84万 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES | $511.06万 | 0.00% | 114,923 | 23,496 | 25.7% | $104.49万 | 加仓 |
| IQLT | ISHARES TR | $511.55万 | 0.00% | 103,239 | 21,065 | 25.6% | $104.38万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $512.10万 | 0.00% | 23,431 | 1,340 | 6.1% | $29.29万 | 加仓 |
| CCI | CROWN CASTLE INC | $512.34万 | 0.00% | 67,653 | -1,728 | -2.5% | -$13.09万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $512.61万 | 0.00% | 41,578 | 8,587 | 26.0% | $105.87万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $514.21万 | 0.00% | 111,663 | -3,988 | -3.4% | -$18.36万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $514.21万 | 0.00% | 286,788 | -7,807 | -2.7% | -$14.00万 | 减仓 |
| DVA | DAVITA INC | $514.96万 | 0.00% | 23,146 | 3,934 | 20.5% | $87.52万 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $515.83万 | 0.00% | 569,974 | 286,111 | 100.8% | $258.93万 | 加仓 |
| OSK | OSHKOSH CORP | $516.46万 | 0.00% | 33,650 | 11,497 | 51.9% | $176.46万 | 加仓 |
| FLOT | ISHARES TR | $516.78万 | 0.00% | 101,230 | 10,417 | 11.5% | $53.18万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $517.38万 | 0.00% | 68,032 | 980 | 1.5% | $7.45万 | 加仓 |
| THRM | GENTHERM INC | $520.02万 | 0.00% | 152,455 | 15,611 | 11.4% | $53.25万 | 加仓 |
| RUN | SUNRUN INC | $520.13万 | 0.00% | 388,735 | 10,467 | 2.8% | $14.00万 | 加仓 |
| RES | RPC INC | $520.30万 | 0.00% | 892,461 | 101,856 | 12.9% | $59.38万 | 加仓 |
| SLQD | ISHARES TR | $521.03万 | 0.00% | 103,440 | 103,440 | — | $521.03万 | 新建仓 |
| GKOS | GLAUKOS CORP | $521.61万 | 0.00% | 37,322 | 4,789 | 14.7% | $66.93万 | 加仓 |
| DRS | LEONARDO DRS INC | $522.30万 | 0.00% | 122,404 | 48,649 | 66.0% | $207.58万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $523.21万 | 0.00% | 101,437 | 10,182 | 11.2% | $52.52万 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $523.67万 | 0.00% | 44,530 | 19,024 | 74.6% | $223.72万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $523.84万 | 0.00% | 66,927 | 12,691 | 23.4% | $99.33万 | 加仓 |
| LINE | LINEAGE INC | $524.03万 | 0.00% | 121,162 | 29,299 | 31.9% | $126.72万 | 加仓 |
| TTD | THE TRADE DESK INC | $524.11万 | 0.00% | 289,886 | 16,786 | 6.1% | $30.35万 | 加仓 |
| OBK | ORIGIN BANCORP INC | $524.33万 | 0.00% | 102,509 | 13,307 | 14.9% | $68.07万 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD | $524.36万 | 0.00% | 395,446 | 67,924 | 20.7% | $90.07万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $524.42万 | 0.00% | 33,620 | 6,307 | 23.1% | $98.38万 | 加仓 |
| IESC | IES HOLDINGS INC | $524.47万 | 0.00% | 7,139 | 1,836 | 34.6% | $134.88万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $524.58万 | 0.00% | 38,140 | -997 | -2.5% | -$13.71万 | 减仓 |
| SMBC | SOUTHERN MO BANCORP INC | $526.12万 | 0.00% | 69,035 | 10,159 | 17.3% | $77.42万 | 加仓 |
| TIMB | TIM S A | $526.43万 | 0.00% | 245,768 | 85,549 | 53.4% | $183.25万 | 加仓 |
| IMCG | ISHARES TR | $526.49万 | 0.00% | 53,560 | 3,836 | 7.7% | $37.71万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $526.81万 | 0.00% | 284,299 | 5,187 | 1.9% | $9.61万 | 加仓 |
| LAUR | LAUREATE ED INC | $528.98万 | 0.00% | 145,643 | 36,977 | 34.0% | $134.30万 | 加仓 |
| PFF | ISHARES TR | $529.11万 | 0.00% | 173,537 | 1,039 | 0.6% | $3.17万 | 加仓 |
| HLN | HALEON PLC | $529.21万 | 0.00% | 567,208 | -63,789 | -10.1% | -$59.52万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $531.47万 | 0.00% | 136,414 | 61,990 | 83.3% | $241.51万 | 加仓 |
| LRN | STRIDE INC | $532.30万 | 0.00% | 61,723 | 7,438 | 13.7% | $64.15万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $532.42万 | 0.00% | 22,353 | 5,039 | 29.1% | $120.02万 | 加仓 |
| IPAC | ISHARES TR | $534.20万 | 0.00% | 65,203 | 3,413 | 5.5% | $27.96万 | 加仓 |
| S | SENTINELONE INC | $534.67万 | 0.00% | 315,067 | 103,414 | 48.9% | $175.49万 | 加仓 |
| VALE | VALE S A | $535.33万 | 0.00% | 355,934 | 34,837 | 10.8% | $52.39万 | 加仓 |
| SYNA | SYNAPTICS INC | $536.12万 | 0.00% | 43,155 | 2,963 | 7.4% | $36.81万 | 加仓 |
| VAL | VALARIS LTD | $537.62万 | 0.00% | 74,053 | -1,053 | -1.4% | -$7.64万 | 减仓 |
| XBI | SPDR SERIES TRUST | $538.88万 | 0.00% | 34,052 | 4,654 | 15.8% | $73.65万 | 加仓 |
| PAVE | GLOBAL X FDS | $540.14万 | 0.00% | 91,673 | -4,755 | -4.9% | -$28.02万 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $540.45万 | 0.00% | 128,373 | 9,892 | 8.3% | $41.65万 | 加仓 |
| MORN | MORNINGSTAR INC | $541.40万 | 0.00% | 34,701 | 300 | 0.9% | $4.68万 | 加仓 |
| CVBF | CVB FINL CORP | $541.84万 | 0.00% | 240,282 | 167,214 | 228.8% | $377.07万 | 加仓 |
| GIII | G III APPAREL GROUP LTD | $542.27万 | 0.00% | 160,862 | 58,959 | 57.9% | $198.75万 | 加仓 |
| G | GENPACT LIMITED | $542.52万 | 0.00% | 197,279 | 4,580 | 2.4% | $12.60万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $542.55万 | 0.00% | 107,777 | 107,777 | — | $542.55万 | 新建仓 |
| NOVT | NOVANTA INC | $542.94万 | 0.00% | 33,465 | 3,419 | 11.4% | $55.47万 | 加仓 |
| BXP | BXP INC | $543.26万 | 0.00% | 81,928 | 34,410 | 72.4% | $228.17万 | 加仓 |
| ALLY | ALLY FINL INC | $543.34万 | 0.00% | 118,247 | 17,410 | 17.3% | $80.00万 | 加仓 |
| SCSC | SCANSOURCE INC | $543.43万 | 0.00% | 104,326 | 38,282 | 58.0% | $199.41万 | 加仓 |
| LKQ | LKQ CORP | $543.96万 | 0.00% | 206,593 | 47,056 | 29.5% | $123.90万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $544.38万 | 0.00% | 190,675 | 85,596 | 81.5% | $244.38万 | 加仓 |
| ZD | ZIFF DAVIS INC | $544.66万 | 0.00% | 104,002 | -5,755 | -5.2% | -$30.14万 | 减仓 |
| LASR | NLIGHT INC | $544.66万 | 0.00% | 78,233 | -3,541 | -4.3% | -$24.65万 | 减仓 |
| SDRL | SEADRILL LTD | $545.11万 | 0.00% | 144,134 | 3,068 | 2.2% | $11.60万 | 加仓 |
| DCI | DONALDSON INC | $545.34万 | 0.00% | 60,748 | 4,426 | 7.9% | $39.73万 | 加仓 |