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 |
|---|---|---|---|---|---|---|---|---|
| PCOR | PROCORE TECHNOLOGIES INC | $545.64万 | 0.00% | 95,726 | 74,170 | 344.1% | $422.77万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $545.80万 | 0.00% | 179,246 | 96,484 | 116.6% | $293.79万 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $545.95万 | 0.00% | 343,150 | 122,115 | 55.2% | $194.29万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $546.20万 | 0.00% | 279,244 | 17,216 | 6.6% | $33.67万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $546.44万 | 0.00% | 34,086 | 13,942 | 69.2% | $223.51万 | 加仓 |
| NTES | NETEASE COM INC | $546.65万 | 0.00% | 48,835 | 5,125 | 11.7% | $57.37万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $546.94万 | 0.00% | 21,739 | 8,232 | 60.9% | $207.11万 | 加仓 |
| FSLR | FIRST SOLAR INC | $547.06万 | 0.00% | 27,733 | -1,949 | -6.6% | -$38.45万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $548.30万 | 0.00% | 207,375 | 80,621 | 63.6% | $213.16万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $549.94万 | 0.00% | 73,082 | -7,922 | -9.8% | -$59.61万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $550.92万 | 0.00% | 36,836 | 16,059 | 77.3% | $240.18万 | 加仓 |
| TEX | TEREX CORP NEW | $551.22万 | 0.00% | 93,269 | 46,863 | 101.0% | $276.96万 | 加仓 |
| NMR | NOMURA HLDGS INC | $551.28万 | 0.00% | 698,705 | 134,920 | 23.9% | $106.45万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $551.68万 | 0.00% | 118,846 | 65,481 | 122.7% | $303.96万 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $552.10万 | 0.00% | 97,804 | 36,454 | 59.4% | $205.78万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $553.37万 | 0.00% | 88,256 | 13,835 | 18.6% | $86.75万 | 加仓 |
| ORI | OLD REP INTL CORP | $554.09万 | 0.00% | 138,869 | -34,009 | -19.7% | -$135.70万 | 减仓 |
| RPM | RPM INTL INC | $554.78万 | 0.00% | 55,812 | -1,077 | -1.9% | -$10.71万 | 减仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $555.57万 | 0.00% | 70,033 | 21,125 | 43.2% | $167.58万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $557.00万 | 0.00% | 51,507 | 1,603 | 3.2% | $17.33万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $558.07万 | 0.00% | 57,759 | 546 | 1.0% | $5.28万 | 加仓 |
| TKC | TURKCELL ILETISIM | $558.12万 | 0.00% | 925,577 | 227,933 | 32.7% | $137.44万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $559.35万 | 0.00% | 60,720 | 2,555 | 4.4% | $23.54万 | 加仓 |
| DOX | AMDOCS LTD | $559.75万 | 0.00% | 85,772 | 45,632 | 113.7% | $297.79万 | 加仓 |
| RES | RPC INC | $559.75万 | 0.00% | 790,605 | 107,078 | 15.7% | $75.81万 | 加仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $560.05万 | 0.00% | 1,214,852 | 640,108 | 111.4% | $295.09万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $560.93万 | 0.00% | 248,527 | 73,322 | 41.8% | $165.49万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $561.58万 | 0.00% | 19,318 | 5,232 | 37.1% | $152.10万 | 加仓 |
| VAW | VANGUARD WORLD FD | $561.63万 | 0.00% | 24,924 | -692 | -2.7% | -$15.59万 | 减仓 |
| CCI | CROWN CASTLE INC | $564.14万 | 0.00% | 69,381 | -8,587 | -11.0% | -$69.82万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $564.48万 | 0.00% | 66,480 | 8,763 | 15.2% | $74.41万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $564.65万 | 0.00% | 23,332 | 9,427 | 67.8% | $228.14万 | 加仓 |
| KMX | CARMAX INC | $564.82万 | 0.00% | 135,840 | 72,007 | 112.8% | $299.40万 | 加仓 |
| PBF | PBF ENERGY INC | $565.33万 | 0.00% | 118,718 | 13,195 | 12.5% | $62.83万 | 加仓 |
| IQDF | FLEXSHARES TR | $565.49万 | 0.00% | 178,558 | -4,075 | -2.2% | -$12.91万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $567.25万 | 0.00% | 107,333 | 10,827 | 11.2% | $57.22万 | 加仓 |
| WDFC | WD 40 CO | $567.65万 | 0.00% | 27,834 | 5,261 | 23.3% | $107.29万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $568.53万 | 0.00% | 185,127 | 57,315 | 44.8% | $176.01万 | 加仓 |
| QLTA | ISHARES TR | $568.58万 | 0.00% | 119,474 | -12,730 | -9.6% | -$60.58万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $569.33万 | 0.00% | 523,278 | 6,318 | 1.2% | $6.87万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $570.78万 | 0.00% | 212,107 | -12,278 | -5.5% | -$33.04万 | 减仓 |
| GATX | GATX CORP | $571.08万 | 0.00% | 33,447 | 1,200 | 3.7% | $20.49万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $572.77万 | 0.00% | 113,712 | 2,089 | 1.9% | $10.52万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $575.67万 | 0.00% | 25,923 | 1,482 | 6.1% | $32.91万 | 加仓 |
| ATI | ATI INC | $576.62万 | 0.00% | 39,641 | 7,177 | 22.1% | $104.40万 | 加仓 |
| — | ARCOSA INC | $576.76万 | 0.00% | 54,339 | 6,076 | 12.6% | $64.49万 | 加仓 |
| WSBC | WESBANCO INC | $576.85万 | 0.00% | 167,252 | 46,547 | 38.6% | $160.54万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $577.14万 | 0.00% | 224,578 | 224,578 | — | $577.14万 | 新建仓 |
| FIG | FIGMA INC | $577.88万 | 0.00% | 273,359 | -18,849 | -6.5% | -$39.85万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $578.05万 | 0.00% | 84,696 | 5,674 | 7.2% | $38.72万 | 加仓 |
| ESNT | ESSENT GROUP LTD | $578.77万 | 0.00% | 99,037 | -1,561 | -1.6% | -$9.12万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $579.44万 | 0.00% | 59,903 | 20,170 | 50.8% | $195.11万 | 加仓 |
| DIOD | DIODES INC | $579.48万 | 0.00% | 84,892 | 29,666 | 53.7% | $202.50万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $581.40万 | 0.00% | 216,870 | 216,870 | — | $581.40万 | 新建仓 |
| MORN | MORNINGSTAR INC | $581.54万 | 0.00% | 34,401 | 4,823 | 16.3% | $81.53万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $583.16万 | 0.00% | 171,887 | 171,887 | — | $583.16万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $583.22万 | 0.00% | 112,700 | 18,549 | 19.7% | $95.99万 | 加仓 |
| IVZ | INVESCO LTD | $586.27万 | 0.00% | 241,364 | 57,957 | 31.6% | $140.78万 | 加仓 |
| CGNX | COGNEX CORP | $586.60万 | 0.00% | 119,739 | 43,013 | 56.1% | $210.72万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $587.54万 | 0.00% | 102,039 | 36,946 | 56.8% | $212.73万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $587.88万 | 0.00% | 27,232 | 4,707 | 20.9% | $101.61万 | 加仓 |
| USHY | ISHARES TR | $589.28万 | 0.00% | 159,957 | -4,470 | -2.7% | -$16.47万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $589.74万 | 0.00% | 41,229 | 10,409 | 33.8% | $148.89万 | 加仓 |
| TRMB | TRIMBLE INC | $590.07万 | 0.00% | 90,459 | 37,783 | 71.7% | $246.46万 | 加仓 |
| SD | SANDRIDGE ENERGY INC | $590.77万 | 0.00% | 362,212 | -3,822 | -1.0% | -$6.23万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $591.60万 | 0.00% | 93,033 | 31,883 | 52.1% | $202.74万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $591.97万 | 0.00% | 205,544 | 55,005 | 36.5% | $158.41万 | 加仓 |
| AYI | ACUITY INC | $592.28万 | 0.00% | 21,136 | 9,142 | 76.2% | $256.18万 | 加仓 |
| COO | COOPER COS INC | $592.84万 | 0.00% | 82,915 | 47,094 | 131.5% | $336.72万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $592.90万 | 0.00% | 143,663 | 56,402 | 64.6% | $232.77万 | 加仓 |
| MDB | MONGODB INC | $594.55万 | 0.00% | 24,290 | 6,315 | 35.1% | $154.57万 | 加仓 |
| — | DIAMOND HILL INVT GROUP INC | $595.12万 | 0.00% | 34,580 | 19,473 | 128.9% | $335.13万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $596.39万 | 0.00% | 25,483 | 359 | 1.4% | $8.40万 | 加仓 |
| CSTM | CONSTELLIUM SE | $596.68万 | 0.00% | 242,751 | 49,026 | 25.3% | $120.51万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $599.46万 | 0.00% | 166,240 | 104,196 | 167.9% | $375.73万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $600.16万 | 0.00% | 82,405 | -149,802 | -64.5% | -$1,091.01万 | 减仓 |
| ARGX | ARGENX SE | $601.67万 | 0.00% | 8,239 | -470 | -5.4% | -$34.32万 | 减仓 |
| IYY | ISHARES TR | $601.70万 | 0.00% | 37,974 | 1,168 | 3.2% | $18.51万 | 加仓 |
| FORM | FORMFACTOR INC | $602.62万 | 0.00% | 62,132 | 17,965 | 40.7% | $174.24万 | 加仓 |
| L | LOEWS CORP | $603.03万 | 0.00% | 56,495 | 11,597 | 25.8% | $123.79万 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $603.04万 | 0.00% | 110,024 | 43,158 | 64.5% | $236.55万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $603.09万 | 0.00% | 41,992 | 17,842 | 73.9% | $256.25万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $603.20万 | 0.00% | 16,812 | 8,547 | 103.4% | $306.66万 | 加仓 |
| FFIV | F5 INC | $604.24万 | 0.00% | 20,884 | 9,360 | 81.2% | $270.81万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $604.55万 | 0.00% | 79,914 | 34,888 | 77.5% | $263.93万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $604.87万 | 0.00% | 164,455 | 48,011 | 41.2% | $176.58万 | 加仓 |
| CWB | SPDR SERIES TRUST | $606.12万 | 0.00% | 66,228 | 1,333 | 2.1% | $12.20万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $608.34万 | 0.00% | 56,307 | 37,957 | 206.9% | $410.09万 | 加仓 |
| TLTD | FLEXSHARES TR | $608.52万 | 0.00% | 64,745 | 64,745 | — | $608.52万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $608.64万 | 0.00% | 10,060 | 1,275 | 14.5% | $77.14万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $609.01万 | 0.00% | 80,292 | 16,259 | 25.4% | $123.32万 | 加仓 |
| SAM | BOSTON BEER INC | $609.57万 | 0.00% | 26,457 | 14,560 | 122.4% | $335.47万 | 加仓 |
| EAT | BRINKER INTL INC | $611.39万 | 0.00% | 42,824 | 3,359 | 8.5% | $47.96万 | 加仓 |
| EPS | WISDOMTREE TR | $611.42万 | 0.00% | 89,769 | -584 | -0.6% | -$3.98万 | 减仓 |
| LOGI | LOGITECH INTL S A | $613.06万 | 0.00% | 67,280 | 23,892 | 55.1% | $217.70万 | 加仓 |
| CLX | CLOROX CO DEL | $613.70万 | 0.00% | 59,220 | 9,919 | 20.1% | $102.79万 | 加仓 |
| P | EVERPURE INC | $614.13万 | 0.00% | 104,019 | 28,864 | 38.4% | $170.41万 | 加仓 |
| JUST | GOLDMAN SACHS ETF TR | $614.46万 | 0.00% | 66,431 | -1,854 | -2.7% | -$17.15万 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $615.08万 | 0.00% | 41,386 | 23,663 | 133.5% | $351.68万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $616.65万 | 0.00% | 138,729 | -10,803 | -7.2% | -$48.02万 | 减仓 |