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 |
|---|---|---|---|---|---|---|---|---|
| D | DOMINION ENERGY INC | $2,771.57万 | 0.02% | 448,328 | 20,303 | 4.7% | $125.51万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2,776.67万 | 0.02% | 493,105 | 56,242 | 12.9% | $316.70万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $2,780.42万 | 0.02% | 453,873 | 26,572 | 6.2% | $162.78万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $2,783.54万 | 0.02% | 830,164 | 197,116 | 31.1% | $660.93万 | 加仓 |
| CTVA | CORTEVA INC | $2,827.44万 | 0.02% | 337,766 | 69,072 | 25.7% | $578.20万 | 加仓 |
| DGRO | ISHARES TR | $2,837.57万 | 0.02% | 404,328 | 19,191 | 5.0% | $134.68万 | 加仓 |
| SNPS | SYNOPSYS INC | $2,839.20万 | 0.02% | 71,610 | 1,380 | 2.0% | $54.71万 | 加仓 |
| BLK | BLACKROCK INC | $2,840.20万 | 0.02% | 29,533 | 3,818 | 14.8% | $367.18万 | 加仓 |
| STIP | ISHARES TR | $2,842.51万 | 0.02% | 274,824 | -17,345 | -5.9% | -$179.40万 | 减仓 |
| AFL | AFLAC INC | $2,856.16万 | 0.02% | 260,338 | 9,555 | 3.8% | $104.83万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,856.17万 | 0.02% | 583,727 | 89,420 | 18.1% | $437.53万 | 加仓 |
| NEM | NEWMONT CORP | $2,912.14万 | 0.02% | 269,020 | 22,655 | 9.2% | $245.24万 | 加仓 |
| ONEY | SPDR SERIES TRUST | $2,914.47万 | 0.02% | 242,772 | -2,545 | -1.0% | -$30.55万 | 减仓 |
| MDT | MEDTRONIC PLC | $2,921.25万 | 0.02% | 337,132 | 10,654 | 3.3% | $92.32万 | 加仓 |
| VLO | VALERO ENERGY CORP | $2,958.66万 | 0.02% | 119,745 | 7,520 | 6.7% | $185.80万 | 加仓 |
| DAL | DELTA AIR LINES INC | $2,962.56万 | 0.02% | 445,632 | 141,674 | 46.6% | $941.85万 | 加仓 |
| BWX | SPDR SERIES TRUST | $2,964.97万 | 0.02% | 1,350,783 | 250,998 | 22.8% | $550.94万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2,965.15万 | 0.02% | 170,951 | 50,404 | 41.8% | $874.26万 | 加仓 |
| SKM | SK TELECOM CO LTD | $2,980.60万 | 0.02% | 1,017,617 | 432,390 | 73.9% | $1,266.47万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $3,020.31万 | 0.02% | 240,739 | -8,484 | -3.4% | -$106.44万 | 减仓 |
| SUSC | ISHARES TR | $3,028.42万 | 0.02% | 1,308,868 | 77,462 | 6.3% | $179.23万 | 加仓 |
| USMV | ISHARES TR | $3,037.39万 | 0.02% | 327,516 | 77,206 | 30.8% | $716.01万 | 加仓 |
| EVRG | EVERGY INC | $3,077.29万 | 0.02% | 375,646 | 146,586 | 64.0% | $1,200.83万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $3,086.94万 | 0.02% | 272,746 | 75,045 | 38.0% | $849.36万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $3,098.27万 | 0.02% | 110,950 | -4,540 | -3.9% | -$126.78万 | 减仓 |
| BSY | BENTLEY SYS INC | $3,098.88万 | 0.02% | 882,370 | 33,105 | 3.9% | $116.26万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $3,102.30万 | 0.02% | 40,152 | 10,018 | 33.2% | $774.03万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $3,114.02万 | 0.02% | 428,103 | 73,793 | 20.8% | $536.77万 | 加仓 |
| APP | APPLOVIN CORP | $3,132.02万 | 0.02% | 78,694 | -13,507 | -14.6% | -$537.58万 | 减仓 |
| OKE | ONEOK INC NEW | $3,139.03万 | 0.02% | 347,276 | 32,585 | 10.4% | $294.54万 | 加仓 |
| WMB | WILLIAMS COS INC | $3,145.77万 | 0.02% | 432,230 | 48,585 | 12.7% | $353.60万 | 加仓 |
| O | REALTY INCOME CORP | $3,186.26万 | 0.02% | 520,801 | 132,654 | 34.2% | $811.58万 | 加仓 |
| ROST | ROSS STORES INC | $3,190.57万 | 0.02% | 147,282 | 19,195 | 15.0% | $415.82万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,199.34万 | 0.02% | 709,074 | 13,019 | 1.9% | $58.74万 | 加仓 |
| BN | BROOKFIELD CORP | $3,216.50万 | 0.02% | 794,790 | 9,988 | 1.3% | $40.42万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $3,223.54万 | 0.02% | 1,360,717 | -59,395 | -4.2% | -$140.71万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $3,247.13万 | 0.02% | 1,267,419 | 76,235 | 6.4% | $195.31万 | 加仓 |
| MMM | 3M CO | $3,269.04万 | 0.02% | 225,095 | -223 | -0.1% | -$3.24万 | 减仓 |
| FTNT | FORTINET INC | $3,270.97万 | 0.02% | 400,266 | 13,163 | 3.4% | $107.57万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $3,313.89万 | 0.02% | 388,818 | 50,743 | 15.0% | $432.48万 | 加仓 |
| CME | CME GROUP INC | $3,341.65万 | 0.02% | 113,142 | 27,863 | 32.7% | $822.93万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $3,342.43万 | 0.02% | 339,747 | 22,491 | 7.1% | $221.27万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $3,355.36万 | 0.02% | 354,764 | -103,415 | -22.6% | -$978.10万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $3,385.93万 | 0.02% | 215,281 | 15,632 | 7.8% | $245.86万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $3,403.81万 | 0.02% | 765,761 | 24,955 | 3.4% | $110.92万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $3,410.45万 | 0.02% | 474,134 | -49,910 | -9.5% | -$359.00万 | 减仓 |
| CSX | CSX CORP | $3,414.59万 | 0.02% | 831,813 | -64,758 | -7.2% | -$265.83万 | 减仓 |
| TMUS | T-MOBILE US INC | $3,451.69万 | 0.02% | 164,342 | 17,847 | 12.2% | $374.84万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $3,475.76万 | 0.02% | 881,278 | 11,664 | 1.3% | $46.00万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3,492.82万 | 0.02% | 436,167 | 26,410 | 6.4% | $211.49万 | 加仓 |
| XEL | XCEL ENERGY INC | $3,505.12万 | 0.02% | 441,228 | 100,908 | 29.7% | $801.61万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $3,535.79万 | 0.02% | 3,231,986 | -234,044 | -6.8% | -$256.04万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,541.46万 | 0.02% | 776,297 | -80,162 | -9.4% | -$365.70万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $3,560.96万 | 0.02% | 131,649 | 24,791 | 23.2% | $670.57万 | 加仓 |
| DHR | DANAHER CORP DEL | $3,570.08万 | 0.02% | 188,295 | 31,663 | 20.2% | $600.33万 | 加仓 |
| SNOW | SNOWFLAKE INC | $3,579.91万 | 0.02% | 237,364 | -48,171 | -16.9% | -$726.51万 | 减仓 |
| SGOV | ISHARES TR | $3,604.60万 | 0.02% | 358,097 | -80,718 | -18.4% | -$812.51万 | 减仓 |
| DVYE | ISHARES INC | $3,618.16万 | 0.02% | 1,052,402 | -41,932 | -3.8% | -$144.16万 | 减仓 |
| NKE | NIKE INC | $3,618.22万 | 0.02% | 685,009 | 52,160 | 8.2% | $275.51万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,641.12万 | 0.02% | 962,240 | 95,860 | 11.1% | $362.73万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $3,649.65万 | 0.02% | 141,817 | 3,256 | 2.3% | $83.79万 | 加仓 |
| EFAV | ISHARES TR | $3,663.84万 | 0.02% | 400,990 | 8,074 | 2.1% | $73.77万 | 加仓 |
| EMR | EMERSON ELEC CO | $3,693.14万 | 0.03% | 281,876 | 46,796 | 19.9% | $613.12万 | 加仓 |
| ADBE | ADOBE INC | $3,699.89万 | 0.03% | 152,209 | 24,405 | 19.1% | $593.23万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $3,722.60万 | 0.03% | 226,808 | 23,719 | 11.7% | $389.30万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $3,748.86万 | 0.03% | 124,032 | 1,831 | 1.5% | $55.34万 | 加仓 |
| SONY | SONY GROUP CORP | $3,876.83万 | 0.03% | 1,872,866 | 84,000 | 4.7% | $173.88万 | 加仓 |
| IVE | ISHARES TR | $3,883.71万 | 0.03% | 183,931 | 23,446 | 14.6% | $495.06万 | 加仓 |
| FAST | FASTENAL CO | $3,921.48万 | 0.03% | 845,147 | 112,015 | 15.3% | $519.75万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $3,936.85万 | 0.03% | 695,802 | 3,987 | 0.6% | $22.56万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $3,967.65万 | 0.03% | 115,601 | 1,195 | 1.0% | $41.01万 | 加仓 |
| SYK | STRYKER CORPORATION | $3,981.60万 | 0.03% | 121,172 | 34,785 | 40.3% | $1,143.00万 | 加仓 |
| INTU | INTUIT | $4,014.66万 | 0.03% | 92,850 | 17,910 | 23.9% | $774.39万 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $4,037.17万 | 0.03% | 526,461 | -5,944 | -1.1% | -$45.58万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $4,045.85万 | 0.03% | 649,414 | 14,572 | 2.3% | $90.78万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $4,049.19万 | 0.03% | 1,521,679 | -995,382 | -39.5% | -$2,648.71万 | 减仓 |
| USB | US BANCORP | $4,072.77万 | 0.03% | 783,076 | -12,780 | -1.6% | -$66.47万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $4,096.89万 | 0.03% | 86,571 | 4,614 | 5.6% | $218.35万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $4,107.00万 | 0.03% | 98,551 | 7,262 | 8.0% | $302.64万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $4,111.13万 | 0.03% | 1,896,278 | 526,360 | 38.4% | $1,141.15万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $4,125.01万 | 0.03% | 141,423 | 23,205 | 19.6% | $676.84万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $4,136.78万 | 0.03% | 226,760 | 15,279 | 7.2% | $278.73万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $4,150.29万 | 0.03% | 46,359 | 3,516 | 8.2% | $314.77万 | 加仓 |
| C | CITIGROUP INC | $4,188.08万 | 0.03% | 369,286 | -32,035 | -8.0% | -$363.31万 | 减仓 |
| EEM | ISHARES TR | $4,190.33万 | 0.03% | 737,865 | 50,478 | 7.3% | $286.66万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $4,233.36万 | 0.03% | 458,602 | 786 | 0.2% | $7.26万 | 加仓 |
| SHEL | SHELL PLC | $4,237.20万 | 0.03% | 455,612 | 32,780 | 7.8% | $304.85万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $4,260.06万 | 0.03% | 170,008 | 31,733 | 22.9% | $795.17万 | 加仓 |
| WELL | WELLTOWER INC | $4,351.08万 | 0.03% | 220,074 | 8,471 | 4.0% | $167.48万 | 加仓 |
| WM | WASTE MGMT INC DEL | $4,361.69万 | 0.03% | 189,812 | 13,241 | 7.5% | $304.26万 | 加仓 |
| MPC | MARATHON PETE CORP | $4,393.05万 | 0.03% | 179,910 | 6,395 | 3.7% | $156.15万 | 加仓 |
| ESGU | ISHARES TR | $4,432.49万 | 0.03% | 313,427 | 3,740 | 1.2% | $52.89万 | 加仓 |
| IHDG | WISDOMTREE TR | $4,440.02万 | 0.03% | 922,123 | -50,938 | -5.2% | -$245.27万 | 减仓 |
| FIX | COMFORT SYS USA INC | $4,460.22万 | 0.03% | 32,344 | 5,958 | 22.6% | $821.60万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $4,460.45万 | 0.03% | 247,514 | 22,828 | 10.2% | $411.38万 | 加仓 |
| GLW | CORNING INC | $4,468.58万 | 0.03% | 328,645 | 39,870 | 13.8% | $542.11万 | 加仓 |
| TGT | TARGET CORP | $4,493.79万 | 0.03% | 370,774 | 47,959 | 14.9% | $581.26万 | 加仓 |
| SBUX | STARBUCKS CORP | $4,551.99万 | 0.03% | 508,092 | 2,979 | 0.6% | $26.69万 | 加仓 |
| CMI | CUMMINS INC | $4,559.02万 | 0.03% | 84,737 | 8,846 | 11.7% | $475.93万 | 加仓 |
| AZN | ASTRAZENECA PLC | $4,599.01万 | 0.03% | 233,193 | 233,193 | — | $4,599.01万 | 新建仓 |