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 |
|---|---|---|---|---|---|---|---|---|
| IJK | ISHARES TR | $2,060.57万 | 0.01% | 204,788 | 16,821 | 8.9% | $169.25万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $2,061.61万 | 0.01% | 409,700 | 81,523 | 24.8% | $410.22万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $2,066.59万 | 0.01% | 178,508 | 32,970 | 22.7% | $381.69万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,078.09万 | 0.01% | 581,934 | 10,818 | 1.9% | $38.63万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2,078.96万 | 0.01% | 141,802 | 4,913 | 3.6% | $72.03万 | 加仓 |
| HDV | ISHARES TR | $2,080.04万 | 0.01% | 153,260 | -695 | -0.5% | -$9.43万 | 减仓 |
| IDXX | IDEXX LABS INC | $2,088.54万 | 0.01% | 37,170 | 1,007 | 2.8% | $56.58万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2,089.63万 | 0.01% | 83,372 | 3,870 | 4.9% | $97.00万 | 加仓 |
| SNY | SANOFI SA | $2,091.51万 | 0.01% | 434,104 | 207,994 | 92.0% | $1,002.12万 | 加仓 |
| VMC | VULCAN MATLS CO | $2,093.37万 | 0.01% | 76,877 | 2,329 | 3.1% | $63.42万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $2,099.19万 | 0.01% | 133,511 | 29,955 | 28.9% | $470.98万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $2,100.15万 | 0.01% | 323,101 | 94,129 | 41.1% | $611.84万 | 加仓 |
| FLTR | VANECK ETF TRUST | $2,113.86万 | 0.01% | 829,616 | -14,912 | -1.8% | -$38.00万 | 减仓 |
| EQIX | EQUINIX INC | $2,115.16万 | 0.01% | 21,578 | 9,729 | 82.1% | $953.67万 | 加仓 |
| SNDK | SANDISK CORP | $2,119.97万 | 0.01% | 33,367 | 4,141 | 14.2% | $263.10万 | 加仓 |
| ENB | ENBRIDGE INC | $2,122.69万 | 0.01% | 392,078 | 15,720 | 4.2% | $85.11万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $2,123.20万 | 0.01% | 2,364,371 | 204,186 | 9.5% | $183.36万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2,141.51万 | 0.01% | 77,069 | 3,253 | 4.4% | $90.39万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,142.11万 | 0.01% | 49,361 | 8,321 | 20.3% | $361.10万 | 加仓 |
| BIIB | BIOGEN INC | $2,149.30万 | 0.01% | 117,236 | 27,234 | 30.3% | $499.28万 | 加仓 |
| TTE | TOTALENERGIES SE | $2,155.01万 | 0.01% | 236,867 | 16,664 | 7.6% | $151.61万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2,156.56万 | 0.01% | 928,751 | -24,306 | -2.6% | -$56.44万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $2,157.25万 | 0.01% | 106,279 | 22,425 | 26.7% | $455.18万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $2,157.94万 | 0.01% | 159,575 | 19,337 | 13.8% | $261.49万 | 加仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $2,158.28万 | 0.01% | 626,430 | -5,449 | -0.9% | -$18.77万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $2,162.46万 | 0.01% | 478,103 | 109,205 | 29.6% | $493.93万 | 加仓 |
| IUSB | ISHARES TR | $2,172.78万 | 0.01% | 470,401 | 289,869 | 160.6% | $1,338.90万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,173.86万 | 0.01% | 76,986 | 22,139 | 40.4% | $625.14万 | 加仓 |
| IXUS | ISHARES TR | $2,197.09万 | 0.01% | 253,588 | 43,626 | 20.8% | $377.98万 | 加仓 |
| SAP | SAP SE | $2,201.27万 | 0.01% | 128,571 | 1,270 | 1.0% | $21.74万 | 加仓 |
| SHYG | ISHARES TR | $2,229.51万 | 0.02% | 526,948 | 3,490 | 0.7% | $14.77万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $2,232.88万 | 0.02% | 1,315,784 | 147,394 | 12.6% | $250.13万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,233.30万 | 0.02% | 628,566 | 106,486 | 20.4% | $378.34万 | 加仓 |
| MOAT | VANECK ETF TRUST | $2,247.36万 | 0.02% | 232,406 | 17,805 | 8.3% | $172.17万 | 加仓 |
| ZS | ZSCALER INC | $2,252.32万 | 0.02% | 160,547 | 13,008 | 8.8% | $182.49万 | 加仓 |
| HAS | HASBRO INC | $2,259.30万 | 0.02% | 241,379 | -12,269 | -4.8% | -$114.84万 | 减仓 |
| IEF | ISHARES TR | $2,260.68万 | 0.02% | 236,869 | -5,830 | -2.4% | -$55.64万 | 减仓 |
| ET | ENERGY TRANSFER L P | $2,266.58万 | 0.02% | 1,174,396 | 275,521 | 30.7% | $531.76万 | 加仓 |
| VHT | VANGUARD WORLD FD | $2,266.97万 | 0.02% | 83,244 | 3,274 | 4.1% | $89.16万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $2,267.13万 | 0.02% | 910,129 | -164,650 | -15.3% | -$410.14万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $2,269.13万 | 0.02% | 121,649 | -4,921 | -3.9% | -$91.79万 | 减仓 |
| EXC | EXELON CORP | $2,271.26万 | 0.02% | 463,334 | 181,553 | 64.4% | $889.97万 | 加仓 |
| YUM | YUM BRANDS INC | $2,274.93万 | 0.02% | 146,316 | 7,950 | 5.7% | $123.61万 | 加仓 |
| GM | GENERAL MTRS CO | $2,286.77万 | 0.02% | 306,949 | 18,472 | 6.4% | $137.62万 | 加仓 |
| NRG | NRG ENERGY INC | $2,286.86万 | 0.02% | 156,484 | 5,189 | 3.4% | $75.83万 | 加仓 |
| PCG | PG&E CORP | $2,300.40万 | 0.02% | 1,309,276 | 403,192 | 44.5% | $708.41万 | 加仓 |
| SRE | SEMPRA | $2,306.09万 | 0.02% | 237,325 | 86,647 | 57.5% | $841.95万 | 加仓 |
| UL | UNILEVER PLC | $2,307.90万 | 0.02% | 405,108 | -10,313 | -2.5% | -$58.75万 | 减仓 |
| TFC | TRUIST FINL CORP | $2,309.11万 | 0.02% | 502,309 | 168,350 | 50.4% | $773.90万 | 加仓 |
| ABNB | AIRBNB INC | $2,316.49万 | 0.02% | 183,441 | 66,222 | 56.5% | $836.25万 | 加仓 |
| BE | BLOOM ENERGY CORP | $2,320.76万 | 0.02% | 171,286 | 38,893 | 29.4% | $526.96万 | 加仓 |
| ADSK | AUTODESK INC | $2,328.03万 | 0.02% | 97,244 | 41,290 | 73.8% | $988.48万 | 加仓 |
| NUE | NUCOR CORP | $2,329.00万 | 0.02% | 137,729 | 7,969 | 6.1% | $134.76万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $2,330.74万 | 0.02% | 81,210 | 3,298 | 4.2% | $94.65万 | 加仓 |
| SUSL | ISHARES TR | $2,332.90万 | 0.02% | 205,356 | 2,832 | 1.4% | $32.17万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $2,342.66万 | 0.02% | 73,083 | 2,690 | 3.8% | $86.23万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,347.79万 | 0.02% | 98,804 | 14,424 | 17.1% | $342.74万 | 加仓 |
| GSK | GSK PLC | $2,358.90万 | 0.02% | 427,414 | 45,772 | 12.0% | $252.62万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $2,359.24万 | 0.02% | 198,874 | 33,147 | 20.0% | $393.22万 | 加仓 |
| EMB | ISHARES TR | $2,383.92万 | 0.02% | 253,797 | 239,277 | 1,647.9% | $2,247.53万 | 加仓 |
| COR | CENCORA INC | $2,385.70万 | 0.02% | 75,944 | 1,845 | 2.5% | $57.96万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,416.36万 | 0.02% | 243,954 | 35,449 | 17.0% | $351.12万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $2,423.65万 | 0.02% | 404,143 | 74,727 | 22.7% | $448.14万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $2,428.82万 | 0.02% | 131,487 | 63,867 | 94.4% | $1,179.75万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,436.35万 | 0.02% | 119,911 | -9,647 | -7.4% | -$196.01万 | 减仓 |
| ALL | ALLSTATE CORP | $2,449.31万 | 0.02% | 118,130 | 22,043 | 22.9% | $457.04万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $2,449.83万 | 0.02% | 425,022 | 60,379 | 16.6% | $348.02万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,457.70万 | 0.02% | 62,735 | 3,911 | 6.6% | $153.22万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $2,468.09万 | 0.02% | 264,504 | 18,311 | 7.4% | $170.86万 | 加仓 |
| CTAS | CINTAS CORP | $2,471.03万 | 0.02% | 146,094 | 23,467 | 19.1% | $396.92万 | 加仓 |
| IFRA | ISHARES TR | $2,482.59万 | 0.02% | 434,020 | -3,776 | -0.9% | -$21.60万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $2,483.34万 | 0.02% | 153,549 | 424 | 0.3% | $6.86万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2,486.41万 | 0.02% | 127,247 | 23,374 | 22.5% | $456.73万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $2,493.56万 | 0.02% | 108,199 | 13,103 | 13.8% | $301.97万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,496.52万 | 0.02% | 397,852 | 79,480 | 25.0% | $498.74万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,502.74万 | 0.02% | 96,152 | 9,297 | 10.7% | $241.99万 | 加仓 |
| COUR | COURSERA INC | $2,504.33万 | 0.02% | 4,302,970 | 106,628 | 2.5% | $62.06万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $2,528.31万 | 0.02% | 269,946 | 846 | 0.3% | $7.92万 | 加仓 |
| CI | THE CIGNA GROUP | $2,552.96万 | 0.02% | 95,706 | 27,129 | 39.6% | $723.67万 | 加仓 |
| EIX | EDISON INTL | $2,559.76万 | 0.02% | 349,789 | 80,587 | 29.9% | $589.74万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2,562.16万 | 0.02% | 88,201 | 8,846 | 11.1% | $256.97万 | 加仓 |
| SAN | BANCO SANTANDER SA | $2,577.52万 | 0.02% | 2,285,033 | 319,091 | 16.2% | $359.93万 | 加仓 |
| MINT | PIMCO ETF TR | $2,577.65万 | 0.02% | 256,304 | 44,374 | 20.9% | $446.27万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $2,580.19万 | 0.02% | 123,994 | 18,443 | 17.5% | $383.78万 | 加仓 |
| QUAL | ISHARES TR | $2,600.60万 | 0.02% | 135,582 | 31,365 | 30.1% | $601.61万 | 加仓 |
| WF | WOORI FINL GROUP INC | $2,601.91万 | 0.02% | 390,676 | 56,441 | 16.9% | $375.90万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $2,603.76万 | 0.02% | 527,397 | 9,069 | 1.7% | $44.77万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $2,612.32万 | 0.02% | 316,683 | -1,495 | -0.5% | -$12.33万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2,613.05万 | 0.02% | 199,545 | 39,726 | 24.9% | $520.21万 | 加仓 |
| DSI | ISHARES TR | $2,623.23万 | 0.02% | 216,456 | 38,524 | 21.7% | $466.87万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $2,635.43万 | 0.02% | 127,878 | 12,699 | 11.0% | $261.71万 | 加仓 |
| EOG | EOG RES INC | $2,650.02万 | 0.02% | 183,303 | -24,199 | -11.7% | -$349.85万 | 减仓 |
| IJJ | ISHARES TR | $2,655.88万 | 0.02% | 200,444 | -18,764 | -8.6% | -$248.62万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2,675.56万 | 0.02% | 134,965 | 17,246 | 14.7% | $341.89万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $2,694.67万 | 0.02% | 156,140 | -5,736 | -3.5% | -$98.99万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,715.54万 | 0.02% | 697,006 | -4,789 | -0.7% | -$18.66万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,751.39万 | 0.02% | 50,115 | 6,988 | 16.2% | $383.65万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,758.61万 | 0.02% | 79,925 | 7,237 | 10.0% | $249.79万 | 加仓 |
| IYW | ISHARES TR | $2,767.61万 | 0.02% | 152,552 | -7,353 | -4.6% | -$133.40万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $2,771.38万 | 0.02% | 471,483 | 69,114 | 17.2% | $406.25万 | 加仓 |