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 |
|---|---|---|---|---|---|---|---|---|
| LYB | LYONDELLBASELL INDUSTRIES NV | $935.90万 | 0.01% | 116,175 | 33,966 | 41.3% | $273.63万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $936.66万 | 0.01% | 68,826 | -6,558 | -8.7% | -$89.25万 | 减仓 |
| WAB | WABTEC | $937.18万 | 0.01% | 37,501 | 5,290 | 16.4% | $132.20万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $938.96万 | 0.01% | 222,397 | 163,342 | 276.6% | $689.63万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $939.31万 | 0.01% | 100,654 | 26,483 | 35.7% | $247.14万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $941.90万 | 0.01% | 12,941 | 2,044 | 18.8% | $148.77万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $942.45万 | 0.01% | 79,828 | 4,551 | 6.0% | $53.73万 | 加仓 |
| WPC | WP CAREY INC | $942.80万 | 0.01% | 138,729 | 77 | 0.1% | $5,233 | 加仓 |
| ITA | ISHARES TR | $945.24万 | 0.01% | 43,211 | 5,609 | 14.9% | $122.70万 | 加仓 |
| WDAY | WORKDAY INC | $947.39万 | 0.01% | 72,921 | 15,327 | 26.6% | $199.13万 | 加仓 |
| VFH | VANGUARD WORLD FD | $947.43万 | 0.01% | 78,423 | 2,648 | 3.5% | $31.99万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $949.23万 | 0.01% | 207,256 | 27,710 | 15.4% | $126.91万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $950.29万 | 0.01% | 160,984 | 9,324 | 6.1% | $55.04万 | 加仓 |
| LEA | LEAR CORP | $952.54万 | 0.01% | 78,670 | 24,589 | 45.5% | $297.72万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $958.19万 | 0.01% | 78,463 | 10,297 | 15.1% | $125.75万 | 加仓 |
| VRSN | VERISIGN INC | $959.23万 | 0.01% | 38,623 | 7,828 | 25.4% | $194.41万 | 加仓 |
| RWR | SPDR SERIES TRUST | $962.70万 | 0.01% | 95,345 | -4,900 | -4.9% | -$49.48万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $963.06万 | 0.01% | 18,424 | 3,972 | 27.5% | $207.62万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $965.45万 | 0.01% | 120,096 | -65,594 | -35.3% | -$527.31万 | 减仓 |
| XAR | SPDR SERIES TRUST | $965.69万 | 0.01% | 38,022 | 15,754 | 70.7% | $400.12万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $966.37万 | 0.01% | 139,448 | -4,671 | -3.2% | -$32.37万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $967.26万 | 0.01% | 405,049 | 92,884 | 29.8% | $221.81万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $967.34万 | 0.01% | 228,361 | -1,164 | -0.5% | -$4.93万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $969.09万 | 0.01% | 399,294 | -28,508 | -6.7% | -$69.19万 | 减仓 |
| EQNR | EQUINOR ASA | $970.77万 | 0.01% | 230,040 | 75,142 | 48.5% | $317.10万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $974.26万 | 0.01% | 215,068 | 40,725 | 23.4% | $184.48万 | 加仓 |
| NI | NISOURCE INC | $975.68万 | 0.01% | 209,105 | 99,160 | 90.2% | $462.68万 | 加仓 |
| CPRT | COPART INC | $977.05万 | 0.01% | 294,292 | 72,945 | 33.0% | $242.18万 | 加仓 |
| CBT | CABOT CORP | $977.09万 | 0.01% | 129,742 | 56,724 | 77.7% | $427.19万 | 加仓 |
| NTRS | NORTHERN TR CORP | $978.73万 | 0.01% | 70,124 | 14,732 | 26.6% | $205.62万 | 加仓 |
| DOCU | DOCUSIGN INC | $978.95万 | 0.01% | 206,486 | 159,208 | 336.7% | $754.80万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $982.85万 | 0.01% | 128,394 | 102,019 | 386.8% | $780.95万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $984.73万 | 0.01% | 57,442 | 14,622 | 34.1% | $250.66万 | 加仓 |
| SUSA | ISHARES TR | $985.84万 | 0.01% | 74,628 | 26,324 | 54.5% | $347.74万 | 加仓 |
| GPN | GLOBAL PMTS INC | $986.91万 | 0.01% | 146,643 | 74,925 | 104.5% | $504.25万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $990.25万 | 0.01% | 50,139 | 6,543 | 15.0% | $129.22万 | 加仓 |
| BCS | BARCLAYS PLC | $996.67万 | 0.01% | 471,016 | -37,302 | -7.3% | -$78.93万 | 减仓 |
| ING | ING GROEP N.V. | $996.90万 | 0.01% | 382,687 | -3,028 | -0.8% | -$7.89万 | 减仓 |
| TTC | TORO CO | $1,000.24万 | 0.01% | 107,047 | 49,350 | 85.5% | $461.12万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,000.61万 | 0.01% | 218,046 | 7,139 | 3.4% | $32.76万 | 加仓 |
| EXEL | EXELIXIS INC | $1,004.23万 | 0.01% | 234,142 | 14,870 | 6.8% | $63.78万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $1,005.63万 | 0.01% | 542,996 | 147,606 | 37.3% | $273.37万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1,008.60万 | 0.01% | 14,808 | 3,538 | 31.4% | $240.98万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,008.80万 | 0.01% | 532,843 | 532,843 | — | $1,008.80万 | 新建仓 |
| CNA | CNA FINL CORP | $1,010.40万 | 0.01% | 220,035 | 86,783 | 65.1% | $398.51万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $1,011.30万 | 0.01% | 103,522 | 37,417 | 56.6% | $365.53万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $1,011.83万 | 0.01% | 95,267 | 19,890 | 26.4% | $211.25万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $1,018.72万 | 0.01% | 62,364 | 18,153 | 41.1% | $296.53万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1,019.25万 | 0.01% | 77,728 | 25,101 | 47.7% | $329.15万 | 加仓 |
| OMC | OMNICOM GROUP INC | $1,020.79万 | 0.01% | 135,545 | 7,845 | 6.1% | $59.08万 | 加仓 |
| MBB | ISHARES TR | $1,024.75万 | 0.01% | 107,925 | -9,693 | -8.2% | -$92.04万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $1,026.02万 | 0.01% | 238,276 | 233,394 | 4,780.7% | $1,004.99万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,027.57万 | 0.01% | 89,471 | 11,381 | 14.6% | $130.71万 | 加仓 |
| NOBL | PROSHARES TR | $1,032.11万 | 0.01% | 97,359 | 4,328 | 4.7% | $45.88万 | 加仓 |
| CLS | CELESTICA INC | $1,032.11万 | 0.01% | 36,641 | -1,414 | -3.7% | -$39.83万 | 减仓 |
| CCJ | CAMECO CORP | $1,038.68万 | 0.01% | 95,634 | 13,616 | 16.6% | $147.88万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $1,040.91万 | 0.01% | 106,848 | 17,776 | 20.0% | $173.17万 | 加仓 |
| VTRS | VIATRIS INC | $1,041.58万 | 0.01% | 770,971 | 175,288 | 29.4% | $236.81万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1,045.38万 | 0.01% | 148,260 | 40,811 | 38.0% | $287.76万 | 加仓 |
| USRT | ISHARES TR | $1,046.43万 | 0.01% | 176,791 | 50,817 | 40.3% | $300.79万 | 加仓 |
| RIG | TRANSOCEAN LTD | $1,048.62万 | 0.01% | 1,581,635 | 270,921 | 20.7% | $179.62万 | 加仓 |
| EWU | ISHARES TR | $1,050.88万 | 0.01% | 230,658 | 11,749 | 5.4% | $53.53万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1,051.89万 | 0.01% | 84,064 | 4,657 | 5.9% | $58.27万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,058.13万 | 0.01% | 144,672 | 12,684 | 9.6% | $92.77万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $1,060.43万 | 0.01% | 78,353 | 13,083 | 20.0% | $177.06万 | 加仓 |
| DTM | DT MIDSTREAM INC | $1,061.62万 | 0.01% | 78,831 | 7,722 | 10.9% | $103.99万 | 加仓 |
| INGR | INGREDION INC | $1,065.86万 | 0.01% | 94,608 | 34,496 | 57.4% | $388.63万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $1,067.95万 | 0.01% | 58,572 | 19,559 | 50.1% | $356.62万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,070.15万 | 0.01% | 165,632 | -20,983 | -11.2% | -$135.57万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $1,070.28万 | 0.01% | 31,260 | 7,361 | 30.8% | $252.03万 | 加仓 |
| PPG | PPG INDS INC | $1,072.59万 | 0.01% | 100,355 | 22,363 | 28.7% | $239.02万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $1,072.98万 | 0.01% | 111,780 | 1,739 | 1.6% | $16.69万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1,075.24万 | 0.01% | 147,921 | 25,320 | 20.7% | $184.05万 | 加仓 |
| FOXA | FOX CORP | $1,076.38万 | 0.01% | 184,312 | 41,345 | 28.9% | $241.46万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,076.67万 | 0.01% | 501,905 | 501,905 | — | $1,076.67万 | 新建仓 |
| NVT | NVENT ELEC PLC | $1,083.42万 | 0.01% | 91,598 | 39,235 | 74.9% | $464.07万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $1,089.31万 | 0.01% | 114,966 | 13,109 | 12.9% | $124.21万 | 加仓 |
| EEMV | ISHARES INC | $1,089.66万 | 0.01% | 168,339 | 8,219 | 5.1% | $53.20万 | 加仓 |
| CR | CRANE COMPANY | $1,090.03万 | 0.01% | 63,744 | 39,606 | 164.1% | $677.26万 | 加仓 |
| LEN | LENNAR CORP | $1,103.71万 | 0.01% | 127,097 | 63,913 | 101.2% | $555.02万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $1,113.75万 | 0.01% | 177,265 | 177,265 | — | $1,113.75万 | 新建仓 |
| MUR | MURPHY OIL CORP | $1,115.47万 | 0.01% | 270,418 | 12,446 | 4.8% | $51.34万 | 加仓 |
| INFY | INFOSYS LTD | $1,117.39万 | 0.01% | 827,080 | -454,511 | -35.5% | -$614.04万 | 减仓 |
| SF | STIFEL FINL CORP | $1,117.56万 | 0.01% | 151,185 | 41,019 | 37.2% | $303.21万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $1,119.88万 | 0.01% | 26,369 | 2,662 | 11.2% | $113.05万 | 加仓 |
| BWA | BORGWARNER INC | $1,120.35万 | 0.01% | 206,478 | 57,905 | 39.0% | $314.19万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $1,122.14万 | 0.01% | 43,063 | 29,835 | 225.5% | $777.44万 | 加仓 |
| RBLX | ROBLOX CORP | $1,122.67万 | 0.01% | 198,492 | 8,428 | 4.4% | $47.67万 | 加仓 |
| UNM | UNUM GROUP | $1,127.15万 | 0.01% | 154,340 | 50,127 | 48.1% | $366.08万 | 加仓 |
| B | BARRICK MNG CORP | $1,128.98万 | 0.01% | 276,811 | 48,045 | 21.0% | $195.95万 | 加仓 |
| SANM | SANMINA CORP | $1,131.21万 | 0.01% | 87,258 | 10,197 | 13.2% | $132.19万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $1,132.09万 | 0.01% | 168,516 | 38,027 | 29.1% | $255.47万 | 加仓 |
| E | ENI SPA | $1,133.91万 | 0.01% | 200,302 | 45,108 | 29.1% | $255.36万 | 加仓 |
| VEEV | VEEVA SYS INC | $1,138.23万 | 0.01% | 64,797 | 33,979 | 110.3% | $596.88万 | 加仓 |
| MSCI | MSCI INC | $1,140.35万 | 0.01% | 21,157 | 4,050 | 23.7% | $218.29万 | 加仓 |
| DASH | DOORDASH INC | $1,147.44万 | 0.01% | 76,420 | -2,391 | -3.0% | -$35.90万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $1,154.01万 | 0.01% | 270,134 | 270,134 | — | $1,154.01万 | 新建仓 |
| MTB | M & T BK CORP | $1,154.71万 | 0.01% | 55,859 | 8,374 | 17.6% | $173.11万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,155.51万 | 0.01% | 88,200 | 14,596 | 19.8% | $191.22万 | 加仓 |
| BRO | BROWN & BROWN INC | $1,155.90万 | 0.01% | 177,258 | 77,803 | 78.2% | $507.35万 | 加仓 |