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 |
|---|---|---|---|---|---|---|---|---|
| QUAD | QUAD / GRAPHICS INC | $8.50万 | 0.00% | 12,859 | 288 | 2.3% | $1,904 | 加仓 |
| INN | SUMMIT HOTEL PPTYS | $8.52万 | 0.00% | 19,277 | -5,587 | -22.5% | -$2.47万 | 减仓 |
| EU | ENCORE ENERGY CORP | $8.69万 | 0.00% | 48,254 | -23,161 | -32.4% | -$4.17万 | 减仓 |
| NXH | BED BATH & BEYOND INC | $8.75万 | 0.00% | 18,864 | 18,864 | — | $8.75万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $8.76万 | 0.00% | 57,613 | 3,181 | 5.8% | $4,835 | 加仓 |
| — | EMPIRE ST RLTY OP L P | $8.80万 | 0.00% | 17,463 | 0 | 0.0% | — | 不变 |
| IHS | IHS HOLDING LIMITED | $8.93万 | 0.00% | 10,849 | -41 | -0.4% | -$337 | 减仓 |
| — | BEELINE HOLDINGS INC | $8.97万 | 0.00% | 38,175 | 3,818 | 11.1% | $8,972 | 加仓 |
| SVV | SAVERS VALUE VLG INC | $9.10万 | 0.00% | 12,234 | -3,422 | -21.9% | -$2.55万 | 重新持有 |
| WB | WEIBO CORP | $9.11万 | 0.00% | 10,408 | -98 | -0.9% | -$857 | 减仓 |
| — | SEVEN HILLS REALTY TRUST | $9.21万 | 0.00% | 11,201 | 11,201 | — | $9.21万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $9.31万 | 0.00% | 17,940 | -1,084 | -5.7% | -$5,626 | 减仓 |
| — | ELEVATION SERIES TRUST | $9.32万 | 0.00% | 11,876 | 0 | 0.0% | — | 不变 |
| KELYA | KELLY SVCS INC | $9.40万 | 0.00% | 10,617 | -4,734 | -30.8% | -$4.19万 | 减仓 |
| AURA | AURA BIOSCIENCES INC | $9.41万 | 0.00% | 14,073 | 2,779 | 24.6% | $1.86万 | 加仓 |
| DDD | 3D SYS CORP DEL | $9.43万 | 0.00% | 50,154 | 23,200 | 86.1% | $4.36万 | 加仓 |
| PAYO | PAYONEER GLOBAL INC | $9.56万 | 0.00% | 19,791 | 19,791 | — | $9.56万 | 新建仓 |
| — | ATAIBECKLEY INC | $9.63万 | 0.00% | 27,191 | 27,191 | — | $9.63万 | 新建仓 |
| ZIP | ZIPRECRUITER INC | $9.65万 | 0.00% | 52,458 | 34,313 | 189.1% | $6.31万 | 加仓 |
| MRNA | MODERNA INC 看涨期权 | $9.66万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| BHC | BAUSCH HEALTH COS INC | $9.66万 | 0.00% | 17,893 | -729 | -3.9% | -$3,937 | 减仓 |
| — | MFS CHARTER INCOME TR | $9.72万 | 0.00% | 16,046 | 16,046 | — | $9.72万 | 新建仓 |
| EXK | ENDEAVOUR SILVER CORP | $9.75万 | 0.00% | 10,475 | -7,230 | -40.8% | -$6.73万 | 减仓 |
| UPB | UPSTREAM BIO INC | $9.77万 | 0.00% | 10,850 | -899 | -7.7% | -$8,091 | 减仓 |
| PRME | PRIME MEDICINE INC | $9.83万 | 0.00% | 28,246 | 10,354 | 57.9% | $3.60万 | 加仓 |
| JACK | JACK IN THE BOX INC | $9.86万 | 0.00% | 10,198 | -54,109 | -84.1% | -$52.32万 | 减仓 |
| — | SABA CAPITAL INCOME & OPPORT | $9.94万 | 0.00% | 11,944 | 11,944 | — | $9.94万 | 新建仓 |
| MSOS | ADVISORSHARES TR | $9.98万 | 0.00% | 28,117 | 3,264 | 13.1% | $1.16万 | 加仓 |
| PSNL | PERSONALIS INC | $10.03万 | 0.00% | 15,748 | -20 | -0.1% | -$127 | 减仓 |
| — | EATON VANCE SR INCOME TR | $10.07万 | 0.00% | 20,171 | 20,171 | — | $10.07万 | 新建仓 |
| ACTG | ACACIA RESH CORP | $10.08万 | 0.00% | 20,950 | 20,950 | — | $10.08万 | 新建仓 |
| NOAH | NOAH HLDGS LTD | $10.11万 | 0.00% | 10,211 | -4,185 | -29.1% | -$4.14万 | 减仓 |
| AIOT | POWERFLEET INC | $10.25万 | 0.00% | 33,273 | 20,693 | 164.5% | $6.37万 | 加仓 |
| — | PUTNAM ETF TRUST | $10.25万 | 0.00% | 13,161 | 55 | 0.4% | $428 | 加仓 |
| TMC | TMC THE METALS COMPANY INC | $10.36万 | 0.00% | 22,179 | 1,978 | 9.8% | $9,237 | 加仓 |
| — | INVESCO ADVANTAGE MUN INCOME | $10.42万 | 0.00% | 12,030 | 237 | 2.0% | $2,052 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $10.44万 | 0.00% | 10,270 | -223 | -2.1% | -$2,268 | 减仓 |
| RPAY | REPAY HLDGS CORP | $10.56万 | 0.00% | 40,625 | 15,446 | 61.3% | $4.02万 | 加仓 |
| RWT | REDWOOD TRUST INC | $10.61万 | 0.00% | 18,916 | 6,928 | 57.8% | $3.89万 | 加仓 |
| FIP | FTAI INFRASTRUCTURE INC | $10.63万 | 0.00% | 21,525 | 1,643 | 8.3% | $8,116 | 加仓 |
| — | TIDAL TRUST II | $10.68万 | 0.00% | 13,643 | 757 | 5.9% | $5,927 | 加仓 |
| SWIM | LATHAM GROUP INC | $10.86万 | 0.00% | 20,219 | 5,230 | 34.9% | $2.81万 | 加仓 |
| GEVO | GEVO INC | $10.88万 | 0.00% | 39,864 | 11,754 | 41.8% | $3.21万 | 加仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $10.89万 | 0.00% | 11,681 | 137 | 1.2% | $1,277 | 加仓 |
| BB | BLACKBERRY LTD | $10.89万 | 0.00% | 33,602 | -8,631 | -20.4% | -$2.80万 | 减仓 |
| UIS | UNISYS CORP | $10.91万 | 0.00% | 52,714 | 39,235 | 291.1% | $8.12万 | 加仓 |
| TH | TARGET HOSPITALITY CORP | $10.93万 | 0.00% | 11,779 | 11,779 | — | $10.93万 | 新建仓 |
| PRCH | PORCH GROUP INC | $10.97万 | 0.00% | 15,295 | 1,360 | 9.8% | $9,751 | 重新持有 |
| — | PENNANTPARK INVT CORP | $10.97万 | 0.00% | 24,437 | -2,570 | -9.5% | -$1.15万 | 减仓 |
| CMRC | COMMERCE.COM INC | $11.00万 | 0.00% | 41,204 | -51,109 | -55.4% | -$13.65万 | 减仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $11.03万 | 0.00% | 62,659 | 37,030 | 144.5% | $6.52万 | 加仓 |
| — | GENELUX CORPORATION | $11.03万 | 0.00% | 45,572 | 1,764 | 4.0% | $4,269 | 加仓 |
| — | GOLDMINING INC | $11.03万 | 0.00% | 92,708 | 42,287 | 83.9% | $5.03万 | 加仓 |
| NMFC | NEW MTN FIN CORP | $11.06万 | 0.00% | 14,255 | 493 | 3.6% | $3,826 | 加仓 |
| WEST | WESTROCK COFFEE CO | $11.12万 | 0.00% | 26,161 | 8,187 | 45.5% | $3.48万 | 加仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $11.19万 | 0.00% | 16,962 | -3,996 | -19.1% | -$2.64万 | 重新持有 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $11.24万 | 0.00% | 21,136 | 1,000 | 5.0% | $5,320 | 加仓 |
| — | OSISKO DEVELOPMENT CORP | $11.27万 | 0.00% | 34,666 | 3,000 | 9.5% | $9,750 | 加仓 |
| — | MICROVISION INC DEL | $11.31万 | 0.00% | 176,446 | 176,446 | — | $11.31万 | 新建仓 |
| — | KESTREL GROUP LTD | $11.34万 | 0.00% | 10,497 | -247 | -2.3% | -$2,668 | 重新持有 |
| BVS | BIOVENTUS INC | $11.35万 | 0.00% | 12,429 | 1,702 | 15.9% | $1.55万 | 加仓 |
| CODI | COMPASS DIVERSIFIED | $11.38万 | 0.00% | 14,474 | 1,820 | 14.4% | $1.43万 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $11.55万 | 0.00% | 10,993 | 976 | 9.7% | $1.03万 | 加仓 |
| — | HEALTH CATALYST INC | $11.60万 | 0.00% | 91,322 | 57,540 | 170.3% | $7.31万 | 加仓 |
| PACK | RANPAK HOLDINGS CORP | $11.66万 | 0.00% | 32,674 | 22,099 | 209.0% | $7.89万 | 加仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $11.72万 | 0.00% | 17,834 | 17,834 | — | $11.72万 | 新建仓 |
| EOLS | EVOLUS INC | $11.81万 | 0.00% | 28,737 | 4,677 | 19.4% | $1.92万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $11.82万 | 0.00% | 11,003 | -1 | -0.0% | -$11 | 减仓 |
| — | BEYOND MEAT INC | $11.84万 | 0.00% | 168,739 | 168,739 | — | $11.84万 | 新建仓 |
| — | AIRSHIP AI HLDGS INC | $12.02万 | 0.00% | 53,168 | 21,546 | 68.1% | $4.87万 | 加仓 |
| RZLT | REZOLUTE INC | $12.04万 | 0.00% | 39,463 | 39,463 | — | $12.04万 | 新建仓 |
| MBI | MBIA INC | $12.05万 | 0.00% | 20,384 | 6,084 | 42.5% | $3.60万 | 加仓 |
| ALT | ALTIMMUNE INC | $12.08万 | 0.00% | 39,229 | -7,657 | -16.3% | -$2.36万 | 减仓 |
| TLS | TELOS CORP MD | $12.12万 | 0.00% | 28,919 | 28,919 | — | $12.12万 | 新建仓 |
| KOPN | KOPIN CORP | $12.15万 | 0.00% | 53,992 | 13,731 | 34.1% | $3.09万 | 加仓 |
| NB | NIOCORP DEVS LTD | $12.19万 | 0.00% | 27,336 | 1,676 | 6.5% | $7,475 | 加仓 |
| — | HIREQUEST INC | $12.20万 | 0.00% | 12,220 | -7,021 | -36.5% | -$7.01万 | 减仓 |
| BUR | BURFORD CAPITAL LIMITED | $12.26万 | 0.00% | 27,126 | -13,321 | -32.9% | -$6.02万 | 减仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $12.27万 | 0.00% | 21,609 | 3,026 | 16.3% | $1.72万 | 加仓 |
| BNTC | BENITEC BIOPHARMA INC | $12.34万 | 0.00% | 11,586 | 11,586 | — | $12.34万 | 新建仓 |
| CRNC | CERENCE INC | $12.51万 | 0.00% | 19,820 | 8,466 | 74.6% | $5.34万 | 加仓 |
| BBD | BANCO BRADESCO S A | $12.57万 | 0.00% | 34,426 | 20,800 | 152.6% | $7.59万 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $12.71万 | 0.00% | 13,799 | 3,221 | 30.4% | $2.97万 | 加仓 |
| EFC | ELLINGTON FINANCIAL INC | $12.74万 | 0.00% | 10,755 | -22,325 | -67.5% | -$26.45万 | 减仓 |
| RLJ | RLJ LODGING TR | $12.94万 | 0.00% | 17,441 | 196 | 1.1% | $1,454 | 加仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $12.95万 | 0.00% | 46,588 | 7,505 | 19.2% | $2.09万 | 加仓 |
| GNW | GENWORTH FINL INC | $12.97万 | 0.00% | 15,973 | -12,803 | -44.5% | -$10.40万 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $13.04万 | 0.00% | 11,970 | 11,970 | — | $13.04万 | 新建仓 |
| — | TRAVELZOO | $13.06万 | 0.00% | 22,061 | 1,705 | 8.4% | $1.01万 | 加仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $13.11万 | 0.00% | 23,407 | -778 | -3.2% | -$4,357 | 减仓 |
| FUBO | FUBOTV INC | $13.13万 | 0.00% | 13,884 | 13,884 | — | $13.13万 | 新建仓 |
| — | CREDIT SUISSE HIGH YIELD CRE | $13.15万 | 0.00% | 69,208 | -2,169 | -3.0% | -$4,121 | 减仓 |
| MGTX | MEIRAGTX HLDGS PLC | $13.39万 | 0.00% | 15,459 | 13 | 0.1% | $113 | 加仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $13.41万 | 0.00% | 16,596 | 1,588 | 10.6% | $1.28万 | 加仓 |
| TIC | TIC SOLUTIONS INC | $13.52万 | 0.00% | 20,544 | 2,693 | 15.1% | $1.77万 | 加仓 |
| — | ALIGHT INC | $13.59万 | 0.00% | 233,295 | -150,385 | -39.2% | -$8.76万 | 减仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $13.76万 | 0.00% | 64,892 | 41,947 | 182.8% | $8.89万 | 重新持有 |
| — | SEMRUSH HLDGS INC | $13.86万 | 0.00% | 11,611 | 11,611 | — | $13.86万 | 新建仓 |
| MAGN | MAGNERA CORP | $13.92万 | 0.00% | 14,642 | -5,052 | -25.7% | -$4.80万 | 减仓 |
| BDN | BRANDYWINE RLTY TR | $14.01万 | 0.00% | 51,693 | 28,129 | 119.4% | $7.62万 | 加仓 |