Creative Planning
OVERLAND PARK KS · SEC CIK 0001540235
$1,710.95亿2026Q2 申报市值
4,294持仓数
41.7%前十大占比 · 第一大 10.8%
319 / 141新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BND 加仓+$6.82亿
SPDW 加仓+$5.35亿
BSV 加仓+$5.03亿
IVV 加仓+$4.43亿
SPMD 加仓+$3.11亿
2026Q2 卖出最多 按季末市值估算
VEA 减仓-$2.45亿
VV 减仓-$7,667.47万
VO 减仓-$4,273.09万
HON 减仓-$3,948.08万
AGG 减仓-$3,880.50万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC 看涨期权 | $4.25万 | 0.00% | 3,200 | 3,200 | — | $4.25万 | 新建仓 |
| CSCO | CISCO SYS INC 看跌期权 | $4.28万 | 0.00% | 7,000 | -3,200 | -31.4% | -$1.96万 | 重新持有 |
| — | MAMMOTH ENERGY SVCS INC | $4.33万 | 0.00% | 13,317 | -3,633 | -21.4% | -$1.18万 | 减仓 |
| — | AMPLIFY ENERGY CORP NEW | $4.34万 | 0.00% | 10,912 | -273 | -2.4% | -$1,087 | 减仓 |
| — | PULMONX CORP | $4.36万 | 0.00% | 33,509 | 10,778 | 47.4% | $1.40万 | 加仓 |
| — | BLAIZE HLDGS INC | $4.45万 | 0.00% | 134,700 | 0 | 0.0% | — | 不变 |
| — | CARIBOU BIOSCIENCES INC | $4.49万 | 0.00% | 25,500 | 9,000 | 54.5% | $1.58万 | 加仓 |
| ACH | ACCENDRA HEALTH INC | $4.53万 | 0.00% | 13,245 | 13,245 | — | $4.53万 | 新建仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $4.57万 | 0.00% | 23,791 | -5,474 | -18.7% | -$1.05万 | 减仓 |
| EVGO | EVGO INC | $4.61万 | 0.00% | 24,135 | 1,807 | 8.1% | $3,451 | 加仓 |
| — | ATLAS LITHIUM CORP | $4.62万 | 0.00% | 12,525 | 0 | 0.0% | — | 不变 |
| — | BEELINE HOLDINGS INC | $4.66万 | 0.00% | 38,175 | 0 | 0.0% | — | 不变 |
| CRCT | CRICUT INC | $4.67万 | 0.00% | 10,630 | 10,630 | — | $4.67万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP 看涨期权 | $4.70万 | 0.00% | 1,200 | 1,200 | — | $4.70万 | 新建仓 |
| — | GALECTIN THERAPEUTICS INC | $4.89万 | 0.00% | 10,539 | 54 | 0.5% | $251 | 加仓 |
| — | VILLAGE FARMS INTL INC | $4.90万 | 0.00% | 24,502 | 11,900 | 94.4% | $2.38万 | 加仓 |
| — | QUANTUM SI INC | $4.95万 | 0.00% | 55,884 | 3,336 | 6.3% | $2,952 | 加仓 |
| — | EAGLE POINT CR CO | $5.06万 | 0.00% | 13,594 | -2,891 | -17.5% | -$1.08万 | 减仓 |
| ABT | ABBOTT LABORATORIES 看跌期权 | $5.07万 | 0.00% | 6,900 | 6,900 | — | $5.07万 | 新建仓 |
| — | OUTSET MED INC | $5.10万 | 0.00% | 11,795 | 11,795 | — | $5.10万 | 新建仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $5.13万 | 0.00% | 3,500 | 3,500 | — | $5.13万 | 新建仓 |
| RZLV | REZOLVE AI PLC | $5.18万 | 0.00% | 16,453 | -11,652 | -41.5% | -$3.67万 | 减仓 |
| — | EATON VANCE SR INCOME TR | $5.29万 | 0.00% | 10,631 | -9,540 | -47.3% | -$4.75万 | 减仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $5.38万 | 0.00% | 14,775 | -1,676 | -10.2% | -$6,101 | 减仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $5.42万 | 0.00% | 12,310 | 12,310 | — | $5.42万 | 新建仓 |
| HLLY | HOLLEY INC | $5.52万 | 0.00% | 21,653 | -84,398 | -79.6% | -$21.52万 | 减仓 |
| — | TECHTARGET INC | $5.62万 | 0.00% | 15,598 | 4,819 | 44.7% | $1.73万 | 加仓 |
| OVID | OVID THERAPEUTICS INC | $5.65万 | 0.00% | 20,998 | 20,998 | — | $5.65万 | 新建仓 |
| — | PIMCO STRATEGIC INCOME FD | $5.68万 | 0.00% | 10,431 | -423 | -3.9% | -$2,305 | 减仓 |
| SLDP | SOLID POWER INC | $5.71万 | 0.00% | 22,061 | 248 | 1.1% | $642 | 加仓 |
| — | BANK MONTREAL MEDIUM | $5.82万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | NIAGEN BIOSCIENCE INC | $5.82万 | 0.00% | 18,254 | -64,283 | -77.9% | -$20.51万 | 减仓 |
| INV | INNVENTURE INC | $5.85万 | 0.00% | 11,547 | -1,644 | -12.5% | -$8,335 | 减仓 |
| — | ARQ INC | $5.89万 | 0.00% | 23,104 | 23,104 | — | $5.89万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP 看跌期权 | $5.95万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $5.97万 | 0.00% | 182,525 | 6,079 | 3.4% | $1,988 | 加仓 |
| INTC | INTEL CORP 看涨期权 | $5.97万 | 0.00% | 900 | -24,100 | -96.4% | -$159.92万 | 重新持有 |
| RMNI | RIMINI STR INC DEL | $5.99万 | 0.00% | 14,070 | 14,070 | — | $5.99万 | 新建仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $6.03万 | 0.00% | 18,400 | 18,400 | — | $6.03万 | 新建仓 |
| OPLN | OPENLANE INC 看涨期权 | $6.09万 | 0.00% | 5,300 | 5,300 | — | $6.09万 | 新建仓 |
| VTEX | VTEX | $6.15万 | 0.00% | 15,384 | 4,739 | 44.5% | $1.90万 | 加仓 |
| NKTX | NKARTA INC | $6.22万 | 0.00% | 21,990 | 21,990 | — | $6.22万 | 新建仓 |
| — | CARDIFF ONCOLOGY INC | $6.25万 | 0.00% | 48,097 | 4,487 | 10.3% | $5,833 | 加仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $6.29万 | 0.00% | 13,332 | 13,332 | — | $6.29万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC 看涨期权 | $6.33万 | 0.00% | 5,000 | 5,000 | — | $6.33万 | 新建仓 |
| — | AMERICAN RES CORP | $6.40万 | 0.00% | 29,768 | 3,077 | 11.5% | $6,616 | 加仓 |
| XFOR | X4 PHARMACEUTICALS INC | $6.48万 | 0.00% | 13,872 | 53 | 0.4% | $248 | 加仓 |
| TV | GRUPO TELEVISA S A B | $6.52万 | 0.00% | 24,077 | -30,279 | -55.7% | -$8.21万 | 减仓 |
| LAB | STANDARD BIOTOOLS INC | $6.61万 | 0.00% | 80,331 | 61,863 | 335.0% | $5.09万 | 加仓 |
| — | TUHURA BIOSCIENCES INC | $6.64万 | 0.00% | 28,397 | -2,497 | -8.1% | -$5,843 | 减仓 |
| INFQ | INFLEQTION INC | $7.04万 | 0.00% | 5,284 | 5,284 | — | $7.04万 | 新建仓 |
| OPRT | OPORTUN FINL CORP | $7.39万 | 0.00% | 12,936 | 12,936 | — | $7.39万 | 新建仓 |
| RR | RICHTECH ROBOTICS INC | $7.59万 | 0.00% | 35,979 | 7,361 | 25.7% | $1.55万 | 加仓 |
| — | ARGO BLOCKCHAIN PLC | $7.60万 | 0.00% | 20,005 | 20,005 | — | $7.60万 | 新建仓 |
| CNDT | CONDUENT INC | $7.62万 | 0.00% | 52,201 | 22,276 | 74.4% | $3.25万 | 加仓 |
| — | INSPIREMD INC | $7.63万 | 0.00% | 108,964 | 89,250 | 452.7% | $6.25万 | 加仓 |
| — | RIVERVIEW BANCORP INC | $7.68万 | 0.00% | 14,138 | 119 | 0.8% | $646 | 加仓 |
| — | GOLDMINING INC | $7.82万 | 0.00% | 86,199 | -6,509 | -7.0% | -$5,904 | 减仓 |
| FULC | FULCRUM THERAPEUTICS INC | $7.82万 | 0.00% | 21,373 | -42,716 | -66.7% | -$15.63万 | 减仓 |
| PRME | PRIME MEDICINE INC | $7.86万 | 0.00% | 21,295 | -6,951 | -24.6% | -$2.56万 | 减仓 |
| QTRX | QUANTERIX CORP | $8.01万 | 0.00% | 18,538 | 18,538 | — | $8.01万 | 新建仓 |
| — | BEYOND MEAT INC | $8.02万 | 0.00% | 106,936 | -61,803 | -36.6% | -$4.64万 | 减仓 |
| LAES | SEALSQ CORP | $8.05万 | 0.00% | 25,562 | 25,562 | — | $8.05万 | 新建仓 |
| — | BLACKROCK TCP CAPITAL CORP | $8.06万 | 0.00% | 23,998 | 9,283 | 63.1% | $3.12万 | 加仓 |
| — | ALDEYRA THERAPEUTICS INC | $8.14万 | 0.00% | 38,200 | 9,329 | 32.3% | $1.99万 | 加仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $8.21万 | 0.00% | 14,309 | 2,356 | 19.7% | $1.35万 | 加仓 |
| XRX | XEROX HOLDINGS CORP | $8.29万 | 0.00% | 26,489 | 15,959 | 151.6% | $5.00万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $8.29万 | 0.00% | 7,000 | 7,000 | — | $8.29万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $8.30万 | 0.00% | 57,673 | 60 | 0.1% | $86 | 加仓 |
| STTK | SHATTUCK LABS INC | $8.56万 | 0.00% | 12,335 | 0 | 0.0% | — | 不变 |
| — | HEALTH CATALYST INC | $8.63万 | 0.00% | 43,349 | -47,973 | -52.5% | -$9.55万 | 减仓 |
| — | WESTERN ASSET HIGH INCOME OP | $8.65万 | 0.00% | 23,770 | 1,623 | 7.3% | $5,908 | 加仓 |
| — | OSISKO DEVELOPMENT CORP | $8.66万 | 0.00% | 35,216 | 550 | 1.6% | $1,353 | 加仓 |
| — | HUMACYTE INC | $8.69万 | 0.00% | 111,342 | 6,223 | 5.9% | $4,856 | 加仓 |
| AIRS | AIRSCULPT TECHNOLOGIES INC | $8.69万 | 0.00% | 19,322 | 19,322 | — | $8.69万 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC | $8.74万 | 0.00% | 17,728 | -165 | -0.9% | -$813 | 减仓 |
| — | GRANITESHARES ETF TR | $8.83万 | 0.00% | 20,686 | 20,686 | — | $8.83万 | 新建仓 |
| — | CBRE GBL REAL ESTATE INC FD | $8.84万 | 0.00% | 19,178 | 4,836 | 33.7% | $2.23万 | 加仓 |
| RXST | RXSIGHT INC | $8.86万 | 0.00% | 18,380 | -19,945 | -52.0% | -$9.61万 | 减仓 |
| CGNT | COGNYTE SOFTWARE LTD | $9.01万 | 0.00% | 10,260 | 10,260 | — | $9.01万 | 新建仓 |
| FIP | FTAI INFRASTRUCTURE INC | $9.08万 | 0.00% | 19,579 | -1,946 | -9.0% | -$9,029 | 减仓 |
| — | KESTREL GROUP LTD | $9.11万 | 0.00% | 10,125 | -372 | -3.5% | -$3,348 | 减仓 |
| — | SEVEN HILLS REALTY TRUST | $9.14万 | 0.00% | 10,846 | -355 | -3.2% | -$2,993 | 减仓 |
| — | CHARGEPOINT HOLDINGS INC | $9.24万 | 0.00% | 15,636 | -690 | -4.2% | -$4,078 | 减仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $9.24万 | 0.00% | 23,459 | 23,459 | — | $9.24万 | 新建仓 |
| — | DATAVAULT AI INC | $9.32万 | 0.00% | 266,320 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD | $9.39万 | 0.00% | 20,145 | 20,145 | — | $9.39万 | 新建仓 |
| AAPL | APPLE INC 看跌期权 | $9.45万 | 0.00% | 67,700 | 26,200 | 63.1% | $3.66万 | 加仓 |
| AAPL | APPLE INC 看涨期权 | $9.45万 | 0.00% | 10,000 | 10,000 | — | $9.45万 | 新建仓 |
| — | JELD-WEN HLDG INC | $9.45万 | 0.00% | 63,009 | 51,198 | 433.5% | $7.68万 | 加仓 |
| — | BRASKEM SA | $9.63万 | 0.00% | 39,461 | -10,155 | -20.5% | -$2.48万 | 减仓 |
| — | EMPIRE ST RLTY OP L P | $9.69万 | 0.00% | 17,463 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $9.77万 | 0.00% | 11,876 | 0 | 0.0% | — | 不变 |
| — | APYX MEDICAL CORPORATION | $9.83万 | 0.00% | 21,900 | 0 | 0.0% | — | 不变 |
| NMFC | NEW MTN FIN CORP | $9.91万 | 0.00% | 13,826 | -429 | -3.0% | -$3,076 | 减仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $9.95万 | 0.00% | 48,542 | -20,706 | -29.9% | -$4.24万 | 减仓 |
| NEWP | NEW PAC METALS CORP | $10.01万 | 0.00% | 24,900 | -9,700 | -28.0% | -$3.90万 | 减仓 |
| — | MICROVAST HOLDINGS INC | $10.21万 | 0.00% | 87,265 | 69,657 | 395.6% | $8.15万 | 加仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $10.28万 | 0.00% | 13,081 | -688 | -5.0% | -$5,408 | 减仓 |
| — | TREACE MED CONCEPTS INC | $10.34万 | 0.00% | 25,982 | 25,982 | — | $10.34万 | 新建仓 |