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 |
|---|---|---|---|---|---|---|---|---|
| ACWX | ISHARES TR | $1,156.87万 | 0.01% | 168,960 | 16,556 | 10.9% | $113.36万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $1,158.58万 | 0.01% | 274,350 | -9,907 | -3.5% | -$41.84万 | 减仓 |
| IGIB | ISHARES TR | $1,159.60万 | 0.01% | 217,887 | 76,735 | 54.4% | $408.38万 | 加仓 |
| TXT | TEXTRON INC | $1,159.88万 | 0.01% | 132,467 | 24,306 | 22.5% | $212.82万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,160.19万 | 0.01% | 232,271 | -1,514 | -0.6% | -$7.56万 | 减仓 |
| EFX | EQUIFAX INC | $1,162.68万 | 0.01% | 64,568 | 26,408 | 69.2% | $475.53万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1,164.02万 | 0.01% | 10,044 | -808 | -7.4% | -$93.64万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,164.14万 | 0.01% | 28,584 | 7,776 | 37.4% | $316.69万 | 加仓 |
| SHY | ISHARES TR | $1,170.76万 | 0.01% | 141,791 | -14,056 | -9.0% | -$116.06万 | 减仓 |
| ECHO | ECHOSTAR CORP | $1,170.93万 | 0.01% | 100,020 | 11,117 | 12.5% | $130.15万 | 加仓 |
| NUSC | NUSHARES ETF TR | $1,173.63万 | 0.01% | 260,458 | 26,162 | 11.2% | $117.89万 | 加仓 |
| REG | REGENCY CTRS CORP | $1,174.18万 | 0.01% | 155,192 | 90,737 | 140.8% | $686.52万 | 加仓 |
| — | ELECTRONIC ARTS INC | $1,174.28万 | 0.01% | 57,600 | -50 | -0.1% | -$1.02万 | 减仓 |
| EBF | ENNIS INC | $1,178.46万 | 0.01% | 550,166 | 210,378 | 61.9% | $450.63万 | 加仓 |
| INSM | INSMED INC | $1,180.61万 | 0.01% | 72,200 | 1,698 | 2.4% | $27.77万 | 加仓 |
| ES | EVERSOURCE ENERGY | $1,180.66万 | 0.01% | 170,418 | 41,057 | 31.7% | $284.44万 | 加仓 |
| — | WEBSTER FINL CORP | $1,188.72万 | 0.01% | 171,236 | 66,230 | 63.1% | $459.77万 | 加仓 |
| APA | APA CORPORATION | $1,189.39万 | 0.01% | 280,251 | 59,559 | 27.0% | $252.77万 | 加仓 |
| UMBF | UMB FINL CORP | $1,190.49万 | 0.01% | 105,549 | 21,572 | 25.7% | $243.31万 | 加仓 |
| BIDU | BAIDU INC | $1,190.71万 | 0.01% | 106,867 | 13,189 | 14.1% | $146.95万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1,194.92万 | 0.01% | 30,316 | 6,516 | 27.4% | $256.83万 | 加仓 |
| AGX | ARGAN INC | $1,203.44万 | 0.01% | 22,096 | 3,133 | 16.5% | $170.64万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1,204.28万 | 0.01% | 124,835 | 18,821 | 17.8% | $181.57万 | 加仓 |
| EBAY | EBAY INC. | $1,205.33万 | 0.01% | 132,425 | 16,792 | 14.5% | $152.84万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,206.73万 | 0.01% | 506,816 | 137,103 | 37.1% | $326.44万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $1,210.98万 | 0.01% | 568,001 | 152,593 | 36.7% | $325.33万 | 加仓 |
| TIP | ISHARES TR | $1,214.28万 | 0.01% | 110,029 | -10,179 | -8.5% | -$112.33万 | 减仓 |
| DHI | D R HORTON INC | $1,218.51万 | 0.01% | 88,800 | -1,332 | -1.5% | -$18.28万 | 减仓 |
| JD | JD.COM INC | $1,218.57万 | 0.01% | 412,097 | 91,757 | 28.6% | $271.33万 | 加仓 |
| IBB | ISHARES TR | $1,223.05万 | 0.01% | 72,434 | 4,816 | 7.1% | $81.32万 | 加仓 |
| VTR | VENTAS INC | $1,229.79万 | 0.01% | 150,378 | 913 | 0.6% | $7.47万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1,231.36万 | 0.01% | 177,506 | 45,568 | 34.5% | $316.11万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $1,234.84万 | 0.01% | 59,078 | 5,301 | 9.9% | $110.80万 | 加仓 |
| IUSG | ISHARES TR | $1,238.40万 | 0.01% | 79,840 | 3,416 | 4.5% | $52.99万 | 加仓 |
| BBY | BEST BUY INC | $1,238.82万 | 0.01% | 192,963 | 62,642 | 48.1% | $402.16万 | 加仓 |
| MSTR | STRATEGY INC | $1,240.18万 | 0.01% | 99,374 | 23,722 | 31.4% | $296.05万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $1,253.01万 | 0.01% | 83,534 | 1,048 | 1.3% | $15.72万 | 加仓 |
| EMN | EASTMAN CHEM CO | $1,254.62万 | 0.01% | 164,389 | 59,569 | 56.8% | $454.63万 | 加仓 |
| SM | SM ENERGY COMPANY | $1,257.65万 | 0.01% | 403,351 | 236,341 | 141.5% | $736.91万 | 加仓 |
| FALN | ISHARES TR | $1,265.77万 | 0.01% | 473,715 | -23,217 | -4.7% | -$62.04万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $1,269.03万 | 0.01% | 89,255 | 32,589 | 57.5% | $463.35万 | 加仓 |
| NDAQ | NASDAQ INC | $1,270.59万 | 0.01% | 149,675 | 25,337 | 20.4% | $215.09万 | 加仓 |
| ITT | ITT INC | $1,277.89万 | 0.01% | 67,070 | 33,167 | 97.8% | $631.93万 | 加仓 |
| MGA | MAGNA INTL INC | $1,289.57万 | 0.01% | 231,064 | 56,810 | 32.6% | $317.06万 | 加仓 |
| SNA | SNAP ON INC | $1,291.26万 | 0.01% | 35,550 | 11,569 | 48.2% | $420.21万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,295.83万 | 0.01% | 381,462 | 5,833 | 1.6% | $19.81万 | 加仓 |
| VDE | VANGUARD WORLD FD | $1,296.55万 | 0.01% | 74,928 | 4,705 | 6.7% | $81.42万 | 加仓 |
| DTE | DTE ENERGY CO | $1,299.30万 | 0.01% | 88,859 | 8,092 | 10.0% | $118.32万 | 加仓 |
| GIS | GENERAL MILLS INC | $1,302.37万 | 0.01% | 349,913 | 90,680 | 35.0% | $337.51万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $1,304.63万 | 0.01% | 83,889 | -4,136 | -4.7% | -$64.32万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,306.04万 | 0.01% | 274,782 | 9,896 | 3.7% | $47.04万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1,308.99万 | 0.01% | 22,075 | 6,195 | 39.0% | $367.35万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,314.39万 | 0.01% | 170,523 | -64,440 | -27.4% | -$496.70万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $1,325.04万 | 0.01% | 71,589 | 30,282 | 73.3% | $560.49万 | 加仓 |
| F | FORD MTR CO | $1,325.41万 | 0.01% | 1,148,536 | 17,183 | 1.5% | $19.83万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $1,332.04万 | 0.01% | 162,483 | 725 | 0.4% | $5.94万 | 加仓 |
| SHV | ISHARES TR | $1,332.61万 | 0.01% | 120,718 | 10,475 | 9.5% | $115.63万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1,332.68万 | 0.01% | 510,215 | 191,101 | 59.9% | $499.16万 | 加仓 |
| IRM | IRON MTN INC DEL | $1,344.98万 | 0.01% | 131,680 | 5,591 | 4.4% | $57.11万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,346.55万 | 0.01% | 123,559 | 3,558 | 3.0% | $38.78万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,346.73万 | 0.01% | 420,721 | -27,387 | -6.1% | -$87.67万 | 减仓 |
| PCAR | PACCAR INC | $1,346.80万 | 0.01% | 116,606 | 25,273 | 27.7% | $291.90万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $1,346.99万 | 0.01% | 205,773 | 22,722 | 12.4% | $148.74万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $1,348.33万 | 0.01% | 1,698,143 | 201,380 | 13.5% | $159.90万 | 加仓 |
| JBL | JABIL INC | $1,350.88万 | 0.01% | 50,856 | 4,972 | 10.8% | $132.07万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $1,359.34万 | 0.01% | 430,579 | 236,001 | 121.3% | $745.06万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1,363.93万 | 0.01% | 168,491 | 12,308 | 7.9% | $99.63万 | 加仓 |
| MKL | MARKEL GROUP INC | $1,365.25万 | 0.01% | 7,133 | 183 | 2.6% | $35.03万 | 加仓 |
| IUSV | ISHARES TR | $1,373.00万 | 0.01% | 134,278 | 1,218 | 0.9% | $12.45万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,373.15万 | 0.01% | 292,721 | 199,341 | 213.5% | $935.11万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1,377.86万 | 0.01% | 36,269 | 6,969 | 23.8% | $264.75万 | 加仓 |
| NGG | NATIONAL GRID PLC | $1,380.99万 | 0.01% | 163,238 | 26,432 | 19.3% | $223.61万 | 加仓 |
| KKR | KKR & CO INC | $1,384.30万 | 0.01% | 149,655 | 48,865 | 48.5% | $452.00万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $1,385.50万 | 0.01% | 68,759 | 7,294 | 11.9% | $146.98万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1,390.55万 | 0.01% | 121,999 | 39,094 | 47.2% | $445.59万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $1,394.12万 | 0.01% | 525,488 | 68,642 | 15.0% | $182.11万 | 加仓 |
| FTI | TECHNIPFMC PLC | $1,399.73万 | 0.01% | 202,478 | 44,045 | 27.8% | $304.48万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $1,405.99万 | 0.01% | 85,140 | 34,809 | 69.2% | $574.83万 | 加仓 |
| FTS | FORTIS INC | $1,406.88万 | 0.01% | 252,174 | 46,519 | 22.6% | $259.53万 | 加仓 |
| TRGP | TARGA RES CORP | $1,413.73万 | 0.01% | 56,385 | 5,029 | 9.8% | $126.09万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,414.32万 | 0.01% | 24,025 | 889 | 3.8% | $52.33万 | 加仓 |
| HSY | HERSHEY CO | $1,416.87万 | 0.01% | 68,155 | -2,689 | -3.8% | -$55.90万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1,421.95万 | 0.01% | 169,826 | 64,977 | 62.0% | $544.05万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,424.85万 | 0.01% | 439,362 | 72,224 | 19.7% | $234.22万 | 加仓 |
| STT | STATE STR CORP | $1,433.33万 | 0.01% | 113,253 | 32,474 | 40.2% | $410.99万 | 加仓 |
| URI | UNITED RENTALS INC | $1,435.54万 | 0.01% | 19,704 | 1,788 | 10.0% | $130.26万 | 加仓 |
| RKLB | ROCKET LAB CORP | $1,462.38万 | 0.01% | 227,714 | 682 | 0.3% | $4.38万 | 加仓 |
| IEUR | ISHARES TR | $1,463.50万 | 0.01% | 208,269 | 13,567 | 7.0% | $95.34万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1,465.82万 | 0.01% | 936,625 | 551,308 | 143.1% | $862.80万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,477.80万 | 0.01% | 74,716 | 5,949 | 8.7% | $117.66万 | 加仓 |
| CNC | CENTENE CORP DEL | $1,480.01万 | 0.01% | 452,051 | -15,197 | -3.3% | -$49.75万 | 减仓 |
| VST | VISTRA CORP | $1,481.69万 | 0.01% | 98,563 | 8,677 | 9.7% | $130.44万 | 加仓 |
| UBS | UBS GROUP AG | $1,484.41万 | 0.01% | 379,936 | 22,869 | 6.4% | $89.35万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $1,490.06万 | 0.01% | 302,857 | 9,735 | 3.3% | $47.90万 | 加仓 |
| WIT | WIPRO LTD | $1,494.09万 | 0.01% | 7,047,600 | 988,350 | 16.3% | $209.53万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1,497.93万 | 0.01% | 103,341 | 1,223 | 1.2% | $17.73万 | 加仓 |
| AME | AMETEK INC | $1,504.27万 | 0.01% | 70,175 | 15,621 | 28.6% | $334.85万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1,504.55万 | 0.01% | 308,752 | 73,882 | 31.5% | $360.03万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,509.40万 | 0.01% | 42,059 | 2,951 | 7.5% | $105.90万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1,510.05万 | 0.01% | 764,584 | 101,762 | 15.4% | $200.98万 | 加仓 |