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 |
|---|---|---|---|---|---|---|---|---|
| MLI | MUELLER INDS INC | $1,511.75万 | 0.01% | 136,440 | 17,642 | 14.9% | $195.47万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1,520.99万 | 0.01% | 69,445 | 13,478 | 24.1% | $295.20万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $1,532.95万 | 0.01% | 87,793 | -5 | -0.0% | -$873 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $1,534.38万 | 0.01% | 408,404 | 33,657 | 9.0% | $126.45万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,540.56万 | 0.01% | 195,850 | 11,852 | 6.4% | $93.23万 | 加仓 |
| NVR | NVR INC | $1,550.05万 | 0.01% | 2,352 | 765 | 48.2% | $504.16万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1,550.87万 | 0.01% | 564,773 | 43,634 | 8.4% | $119.82万 | 加仓 |
| TILT | FLEXSHARES TR | $1,565.28万 | 0.01% | 64,851 | 63,189 | 3,802.0% | $1,525.17万 | 加仓 |
| BP | BP PLC | $1,565.38万 | 0.01% | 333,060 | 13,439 | 4.2% | $63.16万 | 加仓 |
| CMF | ISHARES TR | $1,577.40万 | 0.01% | 277,418 | 57,611 | 26.2% | $327.58万 | 加仓 |
| OEF | ISHARES TR | $1,588.93万 | 0.01% | 49,955 | 3,306 | 7.1% | $105.15万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,590.08万 | 0.01% | 280,536 | 47,821 | 20.5% | $271.05万 | 加仓 |
| ADC | AGREE RLTY CORP | $1,598.00万 | 0.01% | 211,993 | 45,535 | 27.4% | $343.24万 | 加仓 |
| AON | AON PLC | $1,606.28万 | 0.01% | 49,764 | 9,734 | 24.3% | $314.19万 | 加仓 |
| MGC | VANGUARD WORLD FD | $1,608.01万 | 0.01% | 68,035 | 612 | 0.9% | $14.46万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $1,609.65万 | 0.01% | 344,383 | -2,057 | -0.6% | -$9.61万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $1,614.07万 | 0.01% | 276,052 | 19,136 | 7.4% | $111.89万 | 加仓 |
| RDY | DR REDDYS LABS LTD | $1,616.55万 | 0.01% | 1,167,182 | 4,930 | 0.4% | $6.83万 | 加仓 |
| IJT | ISHARES TR | $1,620.60万 | 0.01% | 111,989 | 9,153 | 8.9% | $132.45万 | 加仓 |
| MTUM | ISHARES TR | $1,625.27万 | 0.01% | 67,722 | 2,710 | 4.2% | $65.04万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $1,634.62万 | 0.01% | 151,888 | -9,041 | -5.6% | -$97.30万 | 减仓 |
| NXT | NEXTPOWER INC | $1,647.75万 | 0.01% | 136,686 | 22,862 | 20.1% | $275.60万 | 加仓 |
| DG | DOLLAR GEN CORP | $1,651.70万 | 0.01% | 139,114 | 16,442 | 13.4% | $195.22万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,652.54万 | 0.01% | 34,823 | 2,108 | 6.4% | $100.04万 | 加仓 |
| IWV | ISHARES TR | $1,653.08万 | 0.01% | 44,596 | 2,904 | 7.0% | $107.65万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $1,653.76万 | 0.01% | 164,145 | 65,692 | 66.7% | $661.85万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1,654.15万 | 0.01% | 78,063 | 14,083 | 22.0% | $298.42万 | 加仓 |
| NVO | NOVO-NORDISK A S | $1,657.50万 | 0.01% | 451,021 | 57,708 | 14.7% | $212.08万 | 加仓 |
| ETR | ENTERGY CORP NEW | $1,658.67万 | 0.01% | 147,621 | 15,347 | 11.6% | $172.44万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $1,664.04万 | 0.01% | 105,292 | 11,433 | 12.2% | $180.69万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $1,671.24万 | 0.01% | 23,781 | 9,666 | 68.5% | $679.29万 | 加仓 |
| IWN | ISHARES TR | $1,696.58万 | 0.01% | 89,487 | 1,952 | 2.2% | $37.01万 | 加仓 |
| EFV | ISHARES TR | $1,704.45万 | 0.01% | 229,247 | 11,252 | 5.2% | $83.66万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,713.26万 | 0.01% | 35,331 | 7,262 | 25.9% | $352.15万 | 加仓 |
| GRMN | GARMIN LTD | $1,714.51万 | 0.01% | 73,898 | 22,812 | 44.7% | $529.26万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,717.83万 | 0.01% | 252,104 | 11,145 | 4.6% | $75.94万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,721.33万 | 0.01% | 56,608 | 5,725 | 11.3% | $174.09万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,738.99万 | 0.01% | 45,355 | 4,063 | 9.8% | $155.78万 | 加仓 |
| AZO | AUTOZONE INC | $1,756.08万 | 0.01% | 5,199 | 769 | 17.4% | $259.75万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $1,757.28万 | 0.01% | 39,543 | 6,858 | 21.0% | $304.77万 | 加仓 |
| TER | TERADYNE INC | $1,757.95万 | 0.01% | 59,298 | -1,112 | -1.8% | -$32.97万 | 减仓 |
| MFC | MANULIFE FINL CORP | $1,768.40万 | 0.01% | 513,474 | 166,024 | 47.8% | $571.79万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $1,776.61万 | 0.01% | 50,207 | 25,785 | 105.6% | $912.42万 | 加仓 |
| ECL | ECOLAB INC | $1,781.50万 | 0.01% | 66,969 | 6,989 | 11.7% | $185.92万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,788.54万 | 0.01% | 246,832 | 48,758 | 24.6% | $353.30万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $1,794.91万 | 0.01% | 55,620 | 11,776 | 26.9% | $380.02万 | 加仓 |
| MET | METLIFE INC | $1,806.35万 | 0.01% | 255,422 | 64,216 | 33.6% | $454.14万 | 加仓 |
| FN | FABRINET | $1,810.93万 | 0.01% | 34,724 | 5,970 | 20.8% | $311.35万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $1,814.78万 | 0.01% | 274,510 | 52,027 | 23.4% | $343.95万 | 加仓 |
| ICF | ISHARES TR | $1,814.79万 | 0.01% | 293,228 | -6,172 | -2.1% | -$38.20万 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $1,816.43万 | 0.01% | 430,025 | 77,223 | 21.9% | $326.19万 | 加仓 |
| DOW | DOW HLDGS INC | $1,817.02万 | 0.01% | 436,260 | 190,186 | 77.3% | $792.12万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $1,831.32万 | 0.01% | 106,435 | 13,694 | 14.8% | $235.62万 | 加仓 |
| KB | KB FINL GROUP INC | $1,835.42万 | 0.01% | 184,039 | 40,489 | 28.2% | $403.80万 | 加仓 |
| HAL | HALLIBURTON CO | $1,841.74万 | 0.01% | 472,363 | 85,198 | 22.0% | $332.19万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $1,848.44万 | 0.01% | 301,441 | 70,863 | 30.7% | $434.53万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1,862.28万 | 0.01% | 859,780 | 66,440 | 8.4% | $143.91万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,868.28万 | 0.01% | 540,748 | 42,569 | 8.5% | $147.08万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $1,869.35万 | 0.01% | 399,433 | -16,970 | -4.1% | -$79.42万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,870.96万 | 0.01% | 67,991 | 4,951 | 7.9% | $136.24万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $1,871.49万 | 0.01% | 364,316 | 149,931 | 69.9% | $770.20万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $1,882.09万 | 0.01% | 262,276 | 112,520 | 75.1% | $807.44万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $1,901.10万 | 0.01% | 409,192 | 117,451 | 40.3% | $545.68万 | 加仓 |
| NNN | NNN REIT INC | $1,902.00万 | 0.01% | 452,534 | 244,740 | 117.8% | $1,028.64万 | 加仓 |
| CIEN | CIENA CORP | $1,903.26万 | 0.01% | 49,024 | 3,028 | 6.6% | $117.56万 | 加仓 |
| CVS | CVS HEALTH CORP | $1,903.70万 | 0.01% | 265,065 | 22,362 | 9.2% | $160.60万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $1,908.04万 | 0.01% | 748,838 | 706,273 | 1,659.3% | $1,799.58万 | 加仓 |
| PFFD | GLOBAL X FDS | $1,910.55万 | 0.01% | 1,038,341 | 11,985 | 1.2% | $22.05万 | 加仓 |
| EME | EMCOR GROUP INC | $1,911.26万 | 0.01% | 25,887 | 8,095 | 45.5% | $597.66万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1,916.53万 | 0.01% | 208,160 | 63,754 | 44.1% | $586.98万 | 加仓 |
| NET | CLOUDFLARE INC | $1,925.19万 | 0.01% | 93,302 | 23,043 | 32.8% | $475.47万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,926.75万 | 0.01% | 219,348 | 1,664 | 0.8% | $14.62万 | 加仓 |
| RS | RELIANCE INC | $1,927.61万 | 0.01% | 63,425 | 3,736 | 6.3% | $113.54万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,935.73万 | 0.01% | 402,858 | -6,500 | -1.6% | -$31.23万 | 减仓 |
| GGG | GRACO INC | $1,939.53万 | 0.01% | 229,123 | 39,506 | 20.8% | $334.42万 | 加仓 |
| TFLO | ISHARES TR | $1,941.93万 | 0.01% | 383,553 | -2,222 | -0.6% | -$11.25万 | 减仓 |
| IWS | ISHARES TR | $1,942.39万 | 0.01% | 133,277 | -5,816 | -4.2% | -$84.76万 | 减仓 |
| MCO | MOODYS CORP | $1,944.65万 | 0.01% | 44,576 | 9,235 | 26.1% | $402.88万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,975.58万 | 0.01% | 514,207 | 62,618 | 13.9% | $240.58万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1,978.43万 | 0.01% | 69,722 | -2,087 | -2.9% | -$59.22万 | 减仓 |
| PKX | POSCO HOLDINGS INC | $1,981.18万 | 0.01% | 338,722 | 126,076 | 59.3% | $737.42万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1,983.64万 | 0.01% | 93,874 | 7,044 | 8.1% | $148.85万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1,985.67万 | 0.01% | 126,195 | 12,096 | 10.6% | $190.33万 | 加仓 |
| IJS | ISHARES TR | $1,991.54万 | 0.01% | 168,133 | 15,740 | 10.3% | $186.44万 | 加仓 |
| SLB | SLB LIMITED | $2,028.00万 | 0.01% | 394,630 | 56,202 | 16.6% | $288.82万 | 加仓 |
| KR | KROGER CO | $2,029.27万 | 0.01% | 280,441 | 36,767 | 15.1% | $266.05万 | 加仓 |
| FISV | FISERV INC | $2,030.75万 | 0.01% | 363,934 | 144,875 | 66.1% | $808.40万 | 加仓 |
| SYY | SYSCO CORP | $2,033.55万 | 0.01% | 285,090 | -19,650 | -6.4% | -$140.16万 | 减仓 |
| VICI | VICI PPTYS INC | $2,036.24万 | 0.01% | 745,328 | 511,934 | 219.3% | $1,398.60万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $2,036.78万 | 0.01% | 490,317 | -34,123 | -6.5% | -$141.75万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2,038.28万 | 0.01% | 94,112 | 7,791 | 9.0% | $168.74万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $2,040.99万 | 0.01% | 508,469 | -28,382 | -5.3% | -$113.93万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,042.48万 | 0.01% | 18,681 | 1,177 | 6.7% | $128.69万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $2,043.53万 | 0.01% | 209,099 | -5,275 | -2.5% | -$51.55万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $2,050.44万 | 0.01% | 341,058 | -11,123 | -3.2% | -$66.87万 | 减仓 |
| IGSB | ISHARES TR | $2,053.75万 | 0.01% | 390,743 | 66,280 | 20.4% | $348.37万 | 加仓 |
| PAYX | PAYCHEX INC | $2,054.36万 | 0.01% | 223,009 | 73,495 | 49.2% | $677.03万 | 加仓 |
| EFG | ISHARES TR | $2,054.47万 | 0.01% | 184,473 | 32,437 | 21.3% | $361.25万 | 加仓 |
| GWW | WW GRAINGER INC | $2,058.68万 | 0.01% | 18,873 | 4,319 | 29.7% | $471.12万 | 加仓 |
| AEE | AMEREN CORP | $2,059.89万 | 0.01% | 187,399 | 63,653 | 51.4% | $699.67万 | 加仓 |