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 |
|---|---|---|---|---|---|---|---|---|
| PXF | INVESCO EXCH TRADED FD TR II | $616.67万 | 0.00% | 88,222 | 6,751 | 8.3% | $47.19万 | 加仓 |
| AIA | ISHARES TR | $617.51万 | 0.00% | 58,173 | 557 | 1.0% | $5.91万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $617.63万 | 0.00% | 261,487 | 71,308 | 37.5% | $168.43万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $617.85万 | 0.00% | 570,498 | 294,172 | 106.5% | $318.59万 | 加仓 |
| INVH | INVITATION HOMES INC | $617.89万 | 0.00% | 248,648 | 61,850 | 33.1% | $153.70万 | 加仓 |
| TTD | THE TRADE DESK INC | $619.66万 | 0.00% | 273,100 | 150,040 | 121.9% | $340.44万 | 加仓 |
| — | AMICUS THERAPEUTIC | $620.30万 | 0.00% | 428,977 | 26,572 | 6.6% | $38.42万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $621.56万 | 0.00% | 216,875 | 3,790 | 1.8% | $10.86万 | 加仓 |
| SSL | SASOL LTD | $622.12万 | 0.00% | 480,027 | 65,535 | 15.8% | $84.93万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $622.39万 | 0.00% | 273,457 | 139,629 | 104.3% | $317.80万 | 加仓 |
| MDU | MDU RES GROUP INC | $623.69万 | 0.00% | 301,011 | 9,807 | 3.4% | $20.32万 | 加仓 |
| DXCM | DEXCOM INC | $623.94万 | 0.00% | 99,354 | 14,055 | 16.5% | $88.27万 | 加仓 |
| SEB | SEABOARD CORP DEL | $627.60万 | 0.00% | 1,110 | 121 | 12.2% | $68.41万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $628.43万 | 0.00% | 12,005 | 864 | 7.8% | $45.23万 | 加仓 |
| PINS | PINTEREST INC | $629.04万 | 0.00% | 342,987 | 195,508 | 132.6% | $358.56万 | 加仓 |
| TQQQ | PROSHARES TR | $629.46万 | 0.00% | 151,022 | -3,237 | -2.1% | -$13.49万 | 减仓 |
| NOK | NOKIA CORP | $629.58万 | 0.00% | 783,061 | 183,830 | 30.7% | $147.80万 | 加仓 |
| COKE | COCA COLA CONS INC | $630.04万 | 0.00% | 32,859 | 217 | 0.7% | $4.16万 | 加仓 |
| HLN | HALEON PLC | $631.63万 | 0.00% | 630,997 | 102,394 | 19.4% | $102.50万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $633.70万 | 0.00% | 59,358 | 24,672 | 71.1% | $263.40万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $634.36万 | 0.00% | 46,243 | 2,170 | 4.9% | $29.77万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $634.44万 | 0.00% | 69,437 | 13,213 | 23.5% | $120.73万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $637.66万 | 0.00% | 276,284 | 159,591 | 136.8% | $368.34万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $637.74万 | 0.00% | 64,366 | 5,200 | 8.8% | $51.52万 | 加仓 |
| ACWI | ISHARES TR | $638.50万 | 0.00% | 46,144 | -2,260 | -4.7% | -$31.27万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $638.90万 | 0.00% | 113,100 | 45,259 | 66.7% | $255.67万 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $639.13万 | 0.00% | 82,087 | 82,087 | — | $639.13万 | 新建仓 |
| IDCC | INTERDIGITAL INC | $639.56万 | 0.00% | 21,177 | 1,911 | 9.9% | $57.71万 | 加仓 |
| APPF | APPFOLIO INC | $639.83万 | 0.00% | 40,542 | -462 | -1.1% | -$7.29万 | 减仓 |
| THG | HANOVER INS GROUP INC | $640.57万 | 0.00% | 36,953 | 6,019 | 19.5% | $104.34万 | 加仓 |
| NOV | NOV INC | $640.71万 | 0.00% | 340,621 | 65,128 | 23.6% | $122.51万 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $641.01万 | 0.00% | 97,894 | 36,973 | 60.7% | $242.10万 | 加仓 |
| SDRL | SEADRILL LTD | $641.85万 | 0.00% | 141,066 | 9,280 | 7.0% | $42.22万 | 加仓 |
| CIB | GRUPO CIBEST SA | $642.62万 | 0.00% | 88,260 | 38,438 | 77.2% | $279.87万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $645.87万 | 0.00% | 583,967 | -237,545 | -28.9% | -$262.72万 | 减仓 |
| — | AIR LEASE CORP | $646.65万 | 0.00% | 99,577 | 24,143 | 32.0% | $156.78万 | 加仓 |
| ADNT | ADIENT PLC | $646.93万 | 0.00% | 320,104 | 68,895 | 27.4% | $139.24万 | 加仓 |
| HUM | HUMANA INC | $647.99万 | 0.00% | 37,372 | 5,174 | 16.1% | $89.71万 | 加仓 |
| PSMT | PRICESMART INC | $648.48万 | 0.00% | 43,088 | 15,136 | 54.1% | $227.80万 | 加仓 |
| PII | POLARIS INC | $651.10万 | 0.00% | 119,469 | 5,869 | 5.2% | $31.99万 | 加仓 |
| VPU | VANGUARD WORLD FD | $652.93万 | 0.00% | 32,953 | 2,509 | 8.2% | $49.71万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $653.00万 | 0.00% | 104,180 | -903 | -0.9% | -$5.66万 | 减仓 |
| MUNI | PIMCO ETF TR | $653.26万 | 0.00% | 125,169 | 72,050 | 135.6% | $376.03万 | 加仓 |
| FNV | FRANCO NEV CORP | $654.33万 | 0.00% | 26,486 | 6,025 | 29.4% | $148.85万 | 加仓 |
| MHK | MOHAWK INDS INC | $656.30万 | 0.00% | 66,656 | 42,085 | 171.3% | $414.37万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $657.14万 | 0.00% | 45,880 | 6,258 | 15.8% | $89.63万 | 加仓 |
| RACE | FERRARI N V | $657.17万 | 0.00% | 19,417 | -36,140 | -65.1% | -$1,223.17万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $657.27万 | 0.00% | 148,770 | -4,407 | -2.9% | -$19.47万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $657.70万 | 0.00% | 112,930 | 57,710 | 104.5% | $336.10万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $660.26万 | 0.00% | 34,796 | -13,082 | -27.3% | -$248.23万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $660.72万 | 0.00% | 105,613 | 21,987 | 26.3% | $137.55万 | 加仓 |
| FLR | FLUOR CORP | $662.53万 | 0.00% | 142,022 | 23,371 | 19.7% | $109.03万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $662.94万 | 0.00% | 90,220 | 53,340 | 144.6% | $391.94万 | 加仓 |
| VLTO | VERALTO CORP | $663.13万 | 0.00% | 74,998 | 18,426 | 32.6% | $162.92万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $665.96万 | 0.00% | 231,237 | 150,219 | 185.4% | $432.63万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $666.66万 | 0.00% | 199,598 | 89,937 | 82.0% | $300.39万 | 加仓 |
| IDV | ISHARES TR | $667.24万 | 0.00% | 156,776 | 2,477 | 1.6% | $10.54万 | 加仓 |
| PKG | PACKAGING CORP AMER | $667.27万 | 0.00% | 31,442 | 9,971 | 46.4% | $211.61万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $669.26万 | 0.00% | 33,473 | 1,995 | 6.3% | $39.89万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $670.84万 | 0.00% | 408,305 | 263,710 | 182.4% | $433.28万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $671.83万 | 0.00% | 26,972 | 5,654 | 26.5% | $140.83万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $672.26万 | 0.00% | 174,839 | 32,510 | 22.8% | $125.00万 | 加仓 |
| BCPC | BALCHEM CORP | $673.02万 | 0.00% | 39,711 | 13,386 | 50.8% | $226.86万 | 加仓 |
| NTRA | NATERA INC | $675.81万 | 0.00% | 33,792 | -2,104 | -5.9% | -$42.08万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $676.53万 | 0.00% | 233,688 | 9,423 | 4.2% | $27.28万 | 加仓 |
| ERAS | ERASCA INC | $677.67万 | 0.00% | 418,834 | 37,139 | 9.7% | $60.09万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $677.98万 | 0.00% | 258,279 | 2,329 | 0.9% | $6.11万 | 加仓 |
| LFUS | LITTELFUSE INC | $679.61万 | 0.00% | 20,027 | 1,880 | 10.4% | $63.80万 | 加仓 |
| AOS | SMITH A O CORP | $680.12万 | 0.00% | 103,143 | 22,704 | 28.2% | $149.71万 | 加仓 |
| CCK | CROWN HLDGS INC | $682.77万 | 0.00% | 68,107 | -2,193 | -3.1% | -$21.98万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $684.90万 | 0.00% | 35,064 | 4,211 | 13.6% | $82.25万 | 加仓 |
| NTAP | NETAPP INC | $685.02万 | 0.00% | 66,903 | 2,894 | 4.5% | $29.63万 | 加仓 |
| TLH | ISHARES TR | $685.62万 | 0.00% | 68,072 | 62,130 | 1,045.6% | $625.77万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $686.82万 | 0.00% | 61,263 | 11,496 | 23.1% | $128.88万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $687.48万 | 0.00% | 94,759 | 16,820 | 21.6% | $122.03万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $687.73万 | 0.00% | 137,217 | 963 | 0.7% | $4.83万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $689.03万 | 0.00% | 128,670 | 59,417 | 85.8% | $318.18万 | 加仓 |
| CUBE | CUBESMART | $690.44万 | 0.00% | 188,388 | 91,038 | 93.5% | $333.65万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $690.48万 | 0.00% | 128,151 | 5,909 | 4.8% | $31.84万 | 加仓 |
| GFI | GOLD FIELDS LTD | $691.05万 | 0.00% | 152,213 | 17,904 | 13.3% | $81.28万 | 加仓 |
| HL | HECLA MINING COMPANY | $695.24万 | 0.00% | 373,185 | 58,121 | 18.4% | $108.28万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $695.33万 | 0.00% | 131,791 | -4,199 | -3.1% | -$22.15万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $695.70万 | 0.00% | 90,198 | 40,930 | 83.1% | $315.69万 | 加仓 |
| MELI | MERCADOLIBRE INC | $696.68万 | 0.00% | 4,029 | -7,609 | -65.4% | -$1,315.73万 | 减仓 |
| NYF | ISHARES TR | $697.38万 | 0.00% | 131,285 | 61,023 | 86.9% | $324.15万 | 加仓 |
| GEF | GREIF INC | $698.02万 | 0.00% | 104,073 | 58,362 | 127.7% | $391.43万 | 加仓 |
| OGE | OGE ENERGY CORP | $698.72万 | 0.00% | 145,688 | 21,833 | 17.6% | $104.71万 | 加仓 |
| NTR | NUTRIEN LTD | $699.14万 | 0.00% | 92,651 | 13,733 | 17.4% | $103.63万 | 加仓 |
| DINO | HF SINCLAIR CORP | $701.91万 | 0.00% | 112,504 | 20,504 | 22.3% | $127.92万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $702.06万 | 0.00% | 138,201 | -20,931 | -13.2% | -$106.33万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $702.26万 | 0.00% | 113,414 | -40,291 | -26.2% | -$249.48万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $705.84万 | 0.00% | 121,321 | -2,551 | -2.1% | -$14.84万 | 减仓 |
| TWLO | TWILIO INC | $705.93万 | 0.00% | 56,106 | 7,174 | 14.7% | $90.26万 | 加仓 |
| GMED | GLOBUS MED INC | $707.63万 | 0.00% | 82,130 | 23,327 | 39.7% | $200.99万 | 加仓 |
| RDDT | REDDIT INC | $708.19万 | 0.00% | 52,595 | -2,209 | -4.0% | -$29.74万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $708.24万 | 0.00% | 26,146 | 2,279 | 9.5% | $61.73万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $709.73万 | 0.00% | 427,291 | 78,940 | 22.7% | $131.12万 | 加仓 |
| CYTK | CYTOKINETICS INC | $710.25万 | 0.00% | 107,760 | 10,821 | 11.2% | $71.32万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $710.81万 | 0.00% | 42,132 | 19,410 | 85.4% | $327.47万 | 加仓 |
| RGLD | ROYAL GOLD INC | $710.93万 | 0.00% | 27,936 | 8,885 | 46.6% | $226.11万 | 加仓 |