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 |
|---|---|---|---|---|---|---|---|---|
| IMO | IMPERIAL OIL LTD | $620.20万 | 0.00% | 55,365 | -2,430 | -4.2% | -$27.22万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $620.75万 | 0.00% | 218,649 | 1,774 | 0.8% | $5.04万 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $621.23万 | 0.00% | 408,438 | 226,936 | 125.0% | $345.17万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $622.09万 | 0.00% | 5,450 | 408 | 8.1% | $46.57万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $623.08万 | 0.00% | 56,433 | 1,270 | 2.3% | $14.02万 | 加仓 |
| WDFC | WD 40 CO | $623.40万 | 0.00% | 25,587 | -2,247 | -8.1% | -$54.75万 | 减仓 |
| BALL | BALL CORP | $623.65万 | 0.00% | 99,943 | 25,146 | 33.6% | $156.91万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $624.83万 | 0.00% | 192,256 | 17,417 | 10.0% | $56.61万 | 加仓 |
| CBZ | CBIZ INC | $625.83万 | 0.00% | 195,084 | 116,861 | 149.4% | $374.89万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $626.47万 | 0.00% | 23,969 | 4,651 | 24.1% | $121.56万 | 加仓 |
| ADT | ADT INC DEL | $629.68万 | 0.00% | 968,733 | 391,563 | 67.8% | $254.52万 | 加仓 |
| TOL | TOLL BROTHERS INC | $629.78万 | 0.00% | 38,226 | 207 | 0.5% | $3.41万 | 加仓 |
| IDV | ISHARES TR | $630.82万 | 0.00% | 152,262 | -4,514 | -2.9% | -$18.70万 | 减仓 |
| AIZ | ASSURANT INC | $632.41万 | 0.00% | 23,551 | 6,142 | 35.3% | $164.93万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $632.46万 | 0.00% | 58,421 | 18,751 | 47.3% | $203.00万 | 加仓 |
| MRCY | MERCURY SYS INC | $633.26万 | 0.00% | 51,767 | 13,665 | 35.9% | $167.16万 | 加仓 |
| POOL | POOL CORP | $633.80万 | 0.00% | 29,493 | 15,518 | 111.0% | $333.48万 | 加仓 |
| U | UNITY SOFTWARE INC | $633.90万 | 0.00% | 221,798 | 97,209 | 78.0% | $277.82万 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $634.50万 | 0.00% | 145,215 | 41,922 | 40.6% | $183.17万 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $634.85万 | 0.00% | 36,498 | 13,038 | 55.6% | $226.78万 | 加仓 |
| MRNA | MODERNA INC | $634.97万 | 0.00% | 90,670 | 3,761 | 4.3% | $26.34万 | 加仓 |
| — | NUVALENT INC | $635.87万 | 0.00% | 51,487 | 13,067 | 34.0% | $161.38万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $635.91万 | 0.00% | 24,046 | 2,307 | 10.6% | $61.01万 | 加仓 |
| TLTD | FLEXSHARES TR | $636.07万 | 0.00% | 64,854 | 109 | 0.2% | $1.07万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $636.88万 | 0.00% | 286,369 | 7,125 | 2.6% | $15.85万 | 加仓 |
| RBA | RB GLOBAL INC | $637.55万 | 0.00% | 54,749 | 8,360 | 18.0% | $97.35万 | 加仓 |
| IVZ | INVESCO LTD | $638.93万 | 0.00% | 242,112 | 748 | 0.3% | $1.97万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $638.96万 | 0.00% | 47,637 | 5,645 | 13.4% | $75.72万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $639.11万 | 0.00% | 76,303 | 14,107 | 22.7% | $118.16万 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $639.32万 | 0.00% | 481,412 | 277,860 | 136.5% | $369.00万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $640.64万 | 0.00% | 41,883 | 10,795 | 34.7% | $165.12万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $641.06万 | 0.00% | 24,216 | -1,267 | -5.0% | -$33.54万 | 减仓 |
| RGLD | ROYAL GOLD INC | $641.12万 | 0.00% | 32,119 | 4,183 | 15.0% | $83.50万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $641.18万 | 0.00% | 44,967 | 6,648 | 17.3% | $94.79万 | 加仓 |
| APPF | APPFOLIO INC | $646.21万 | 0.00% | 40,300 | -242 | -0.6% | -$3.88万 | 减仓 |
| TW | TRADEWEB MKTS INC | $646.76万 | 0.00% | 64,896 | -9,901 | -13.2% | -$98.67万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $647.48万 | 0.00% | 104,349 | 54,309 | 108.5% | $336.99万 | 加仓 |
| MATX | MATSON INC | $651.45万 | 0.00% | 33,889 | 3,958 | 13.2% | $76.08万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $651.71万 | 0.00% | 185,461 | 68,541 | 58.6% | $240.85万 | 加仓 |
| MDU | MDU RES GROUP INC | $653.13万 | 0.00% | 307,937 | 6,926 | 2.3% | $14.69万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $653.78万 | 0.00% | 171,820 | -13,307 | -7.2% | -$50.63万 | 减仓 |
| CNO | CNO FINL GROUP INC | $656.16万 | 0.00% | 128,709 | 11,938 | 10.2% | $60.86万 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $656.45万 | 0.00% | 39,691 | -1,695 | -4.1% | -$28.03万 | 减仓 |
| DLTR | DOLLAR TREE INC | $656.46万 | 0.00% | 54,275 | 5,730 | 11.8% | $69.30万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $658.19万 | 0.00% | 62,967 | 6,660 | 11.8% | $69.62万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $659.40万 | 0.00% | 44,506 | 10,670 | 31.5% | $158.09万 | 加仓 |
| VNO | VORNADO RLTY TR | $660.42万 | 0.00% | 168,047 | 84,467 | 101.1% | $331.96万 | 加仓 |
| VLTO | VERALTO CORP | $662.52万 | 0.00% | 74,709 | -289 | -0.4% | -$2.56万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $662.65万 | 0.00% | 22,658 | -8,602 | -27.5% | -$251.57万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $664.72万 | 0.00% | 87,833 | 7,919 | 9.9% | $59.93万 | 加仓 |
| IWY | ISHARES TR | $667.03万 | 0.00% | 22,952 | 2,725 | 13.5% | $79.19万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $667.33万 | 0.00% | 22,168 | -1,954 | -8.1% | -$58.82万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $671.70万 | 0.00% | 152,520 | 33,471 | 28.1% | $147.41万 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $672.27万 | 0.00% | 297,333 | 113,515 | 61.8% | $256.66万 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $672.65万 | 0.00% | 184,135 | 56,627 | 44.4% | $206.86万 | 加仓 |
| VPU | VANGUARD WORLD FD | $672.67万 | 0.00% | 34,367 | 1,414 | 4.3% | $27.68万 | 加仓 |
| VC | VISTEON CORP | $673.10万 | 0.00% | 67,846 | 14,966 | 28.3% | $148.48万 | 加仓 |
| MUNI | PIMCO ETF TR | $673.20万 | 0.00% | 127,984 | 2,815 | 2.2% | $14.81万 | 加仓 |
| COHU | COHU INC | $674.85万 | 0.00% | 91,307 | 5,601 | 6.5% | $41.40万 | 加仓 |
| IGM | ISHARES TR | $675.48万 | 0.00% | 41,294 | 1,208 | 3.0% | $19.76万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $676.44万 | 0.00% | 511,489 | 23,010 | 4.7% | $30.43万 | 加仓 |
| ENVA | ENOVA INTL INC | $678.55万 | 0.00% | 28,187 | 2,263 | 8.7% | $54.48万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $682.01万 | 0.00% | 75,161 | 14,441 | 23.8% | $131.04万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $682.17万 | 0.00% | 39,404 | 5,480 | 16.2% | $94.87万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $684.16万 | 0.00% | 222,346 | 50,148 | 29.1% | $154.31万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $684.43万 | 0.00% | 111,635 | 51,441 | 85.5% | $315.38万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $684.62万 | 0.00% | 54,335 | -6,402 | -10.5% | -$80.66万 | 减仓 |
| TEX | TEREX CORP NEW | $685.65万 | 0.00% | 94,715 | 1,446 | 1.6% | $10.47万 | 加仓 |
| SSD | SIMPSON MFG INC | $686.14万 | 0.00% | 32,775 | 12,646 | 62.8% | $264.74万 | 加仓 |
| VSAT | VIASAT INC | $686.91万 | 0.00% | 76,485 | 8,466 | 12.4% | $76.03万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $687.52万 | 0.00% | 143,802 | 10,640 | 8.0% | $50.87万 | 加仓 |
| IYY | ISHARES TR | $687.98万 | 0.00% | 37,743 | -231 | -0.6% | -$4.21万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $688.71万 | 0.00% | 56,185 | 8,214 | 17.1% | $100.69万 | 加仓 |
| NPO | ENPRO INC | $690.01万 | 0.00% | 18,306 | 3,878 | 26.9% | $146.17万 | 加仓 |
| BCPC | BALCHEM CORP | $690.26万 | 0.00% | 40,856 | 1,145 | 2.9% | $19.34万 | 加仓 |
| FLR | FLUOR CORP | $690.27万 | 0.00% | 131,756 | -10,266 | -7.2% | -$53.78万 | 减仓 |
| QGEN | QIAGEN NV | $691.57万 | 0.00% | 176,872 | 123,731 | 232.8% | $483.79万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $691.97万 | 0.00% | 158,890 | 25,078 | 18.7% | $109.21万 | 加仓 |
| EPS | WISDOMTREE TR | $691.98万 | 0.00% | 88,954 | -815 | -0.9% | -$6.34万 | 减仓 |
| AS | AMER SPORTS INC | $692.81万 | 0.00% | 204,730 | 148,151 | 261.8% | $501.34万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $692.98万 | 0.00% | 53,933 | 2,426 | 4.7% | $31.17万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $693.71万 | 0.00% | 137,287 | 32,631 | 31.2% | $164.88万 | 加仓 |
| ISTB | ISHARES TR | $693.85万 | 0.00% | 143,802 | -3,850 | -2.6% | -$18.58万 | 减仓 |
| HUBS | HUBSPOT INC | $696.10万 | 0.00% | 38,140 | 2,434 | 6.8% | $44.42万 | 加仓 |
| RLI | RLI CORP | $696.66万 | 0.00% | 117,938 | 29,219 | 32.9% | $172.60万 | 加仓 |
| PD | PAGERDUTY INC | $697.17万 | 0.00% | 722,458 | 357,803 | 98.1% | $345.28万 | 加仓 |
| NOV | NOV INC | $697.77万 | 0.00% | 376,155 | 35,534 | 10.4% | $65.92万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $698.20万 | 0.00% | 47,894 | 1,651 | 3.6% | $24.07万 | 加仓 |
| WSO | WATSCO INC | $699.52万 | 0.00% | 16,786 | 1,792 | 12.0% | $74.68万 | 加仓 |
| PDD | PDD HOLDINGS INC | $699.75万 | 0.00% | 91,734 | 3,032 | 3.4% | $23.13万 | 加仓 |
| JUST | GOLDMAN SACHS ETF TR | $700.40万 | 0.00% | 65,645 | -786 | -1.2% | -$8.39万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $700.89万 | 0.00% | 69,671 | 5,305 | 8.2% | $53.37万 | 加仓 |
| PCVX | VAXCYTE INC | $702.04万 | 0.00% | 120,771 | -19,406 | -13.8% | -$112.81万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $702.79万 | 0.00% | 58,994 | 1,235 | 2.1% | $14.71万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $705.06万 | 0.00% | 93,213 | 4,991 | 5.7% | $37.75万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $705.93万 | 0.00% | 13,147 | 1,142 | 9.5% | $61.32万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $706.04万 | 0.00% | 769,111 | 198,613 | 34.8% | $182.33万 | 加仓 |
| CCK | CROWN HLDGS INC | $707.23万 | 0.00% | 63,248 | -4,859 | -7.1% | -$54.33万 | 减仓 |
| ALKS | ALKERMES PLC | $708.17万 | 0.00% | 135,159 | 60,136 | 80.2% | $315.08万 | 加仓 |
| TECH | BIO-TECHNE CORP | $708.28万 | 0.00% | 100,252 | 12,479 | 14.2% | $88.16万 | 加仓 |