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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC | $4,619.40万 | 0.03% | 401,722 | 14,641 | 3.8% | $168.36万 | 加仓 |
| CACI | CACI INTL INC | $4,666.48万 | 0.03% | 85,801 | -437 | -0.5% | -$23.77万 | 减仓 |
| RIO | RIO TINTO PLC | $4,715.27万 | 0.03% | 505,442 | 46,516 | 10.1% | $433.95万 | 加仓 |
| RY | ROYAL BK CDA | $4,787.18万 | 0.03% | 295,907 | 10,630 | 3.7% | $171.97万 | 加仓 |
| FDX | FEDEX CORP | $4,806.31万 | 0.03% | 134,941 | 14,097 | 11.7% | $502.10万 | 加仓 |
| DVY | ISHARES TR | $4,808.36万 | 0.03% | 317,572 | 8,969 | 2.9% | $135.80万 | 加仓 |
| DES | WISDOMTREE TR | $4,842.16万 | 0.03% | 1,347,290 | -15,324 | -1.1% | -$55.07万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $4,878.91万 | 0.03% | 1,440,907 | -50,116 | -3.4% | -$169.69万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,890.69万 | 0.03% | 109,524 | 9,011 | 9.0% | $402.38万 | 加仓 |
| MGK | VANGUARD WORLD FD | $4,944.96万 | 0.03% | 134,579 | -1,432 | -1.1% | -$52.62万 | 减仓 |
| SPGI | S&P GLOBAL INC | $4,952.65万 | 0.03% | 116,440 | 14,325 | 14.0% | $609.30万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $5,018.12万 | 0.03% | 11,919 | 1,806 | 17.9% | $760.36万 | 加仓 |
| GLDM | WORLD GOLD TR | $5,065.23万 | 0.03% | 546,469 | -10,790 | -1.9% | -$100.01万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $5,106.73万 | 0.03% | 110,251 | 655 | 0.6% | $30.34万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $5,162.19万 | 0.04% | 75,665 | 3,630 | 5.0% | $247.65万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $5,215.30万 | 0.04% | 377,047 | 8,261 | 2.2% | $114.27万 | 加仓 |
| SHOP | SHOPIFY INC | $5,223.15万 | 0.04% | 440,326 | 30,945 | 7.6% | $367.07万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $5,239.52万 | 0.04% | 617,576 | -30,211 | -4.7% | -$256.31万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5,243.14万 | 0.04% | 399,995 | 42,421 | 11.9% | $556.06万 | 加仓 |
| ADI | ANALOG DEVICES INC | $5,300.86万 | 0.04% | 166,621 | 15,482 | 10.2% | $492.54万 | 加仓 |
| COP | CONOCOPHILLIPS | $5,315.61万 | 0.04% | 402,698 | 59,277 | 17.3% | $782.46万 | 加仓 |
| LIN | LINDE PLC | $5,339.43万 | 0.04% | 107,702 | 35,981 | 50.2% | $1,783.79万 | 加仓 |
| TXN | TEXAS INSTRS INC | $5,340.42万 | 0.04% | 275,081 | 51,180 | 22.9% | $993.61万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5,349.63万 | 0.04% | 278,742 | 16,604 | 6.3% | $318.66万 | 加仓 |
| IWP | ISHARES TR | $5,424.42万 | 0.04% | 423,386 | 2,625 | 0.6% | $33.63万 | 加仓 |
| DOV | DOVER CORP | $5,479.83万 | 0.04% | 262,885 | 4,471 | 1.7% | $93.20万 | 加仓 |
| MO | ALTRIA GROUP INC | $5,487.94万 | 0.04% | 831,631 | 61,909 | 8.0% | $408.54万 | 加仓 |
| IWO | ISHARES TR | $5,504.97万 | 0.04% | 175,424 | -8,613 | -4.7% | -$270.28万 | 减仓 |
| NOW | SERVICENOW INC | $5,535.82万 | 0.04% | 529,490 | 119,613 | 29.2% | $1,250.55万 | 加仓 |
| GEL | GENESIS ENERGY L P | $5,537.79万 | 0.04% | 3,105,883 | 200 | 0.0% | $3,566 | 加仓 |
| CMCSA | COMCAST CORP NEW | $5,592.70万 | 0.04% | 1,947,997 | 338,018 | 21.0% | $970.45万 | 加仓 |
| PSX | PHILLIPS 66 | $5,593.54万 | 0.04% | 307,033 | 26,403 | 9.4% | $481.01万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5,628.52万 | 0.04% | 928,033 | 179,268 | 23.9% | $1,087.26万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $5,678.34万 | 0.04% | 286,366 | -14,199 | -4.7% | -$281.55万 | 减仓 |
| SO | SOUTHERN CO | $5,690.41万 | 0.04% | 589,557 | 108,521 | 22.6% | $1,047.44万 | 加仓 |
| ESGD | ISHARES TR | $5,696.37万 | 0.04% | 595,730 | 35,802 | 6.4% | $342.34万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $5,705.68万 | 0.04% | 409,391 | 80,030 | 24.3% | $1,115.38万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $5,730.28万 | 0.04% | 175,201 | -9,260 | -5.0% | -$302.87万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $5,772.76万 | 0.04% | 1,622,017 | 1,597,583 | 6,538.4% | $5,685.80万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $5,793.52万 | 0.04% | 125,675 | 13,420 | 12.0% | $618.65万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $5,813.50万 | 0.04% | 443,982 | 76,064 | 20.7% | $995.98万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $5,852.93万 | 0.04% | 1,918,994 | -1,110,370 | -36.7% | -$3,386.63万 | 减仓 |
| DE | DEERE & CO | $5,862.03万 | 0.04% | 104,065 | 8,853 | 9.3% | $498.69万 | 加仓 |
| LQD | ISHARES TR | $5,898.04万 | 0.04% | 541,154 | 30,499 | 6.0% | $332.41万 | 加仓 |
| PFE | PFIZER INC | $5,961.31万 | 0.04% | 2,122,972 | 271,983 | 14.7% | $763.73万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $6,041.14万 | 0.04% | 2,169,172 | 47,431 | 2.2% | $132.10万 | 加仓 |
| PLD | PROLOGIS INC. | $6,131.17万 | 0.04% | 463,849 | 38,236 | 9.0% | $505.40万 | 加仓 |
| IGOV | ISHARES TR | $6,278.49万 | 0.04% | 1,529,101 | 97,800 | 6.8% | $401.57万 | 加仓 |
| EMXC | ISHARES INC | $6,338.21万 | 0.04% | 805,773 | 15,258 | 1.9% | $120.02万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,357.85万 | 0.04% | 129,348 | 5,093 | 4.1% | $250.34万 | 加仓 |
| INTC | INTEL CORP | $6,390.40万 | 0.04% | 1,448,084 | -8,339 | -0.6% | -$36.80万 | 减仓 |
| SDY | SPDR SERIES TRUST | $6,409.63万 | 0.04% | 439,196 | -2,965 | -0.7% | -$43.27万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $6,473.37万 | 0.04% | 403,778 | 132,908 | 49.1% | $2,130.78万 | 加仓 |
| LOW | LOWES COS INC | $6,513.51万 | 0.04% | 275,669 | 12,609 | 4.8% | $297.93万 | 加仓 |
| QCOM | QUALCOMM INC | $6,565.11万 | 0.04% | 509,793 | -37,942 | -6.9% | -$488.62万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $6,637.11万 | 0.05% | 704,278 | 20,752 | 3.0% | $195.57万 | 加仓 |
| DIS | DISNEY WALT CO | $6,637.33万 | 0.05% | 688,663 | -25,548 | -3.6% | -$246.23万 | 减仓 |
| T | AT&T INC | $6,665.34万 | 0.05% | 2,299,186 | 206,143 | 9.8% | $597.61万 | 加仓 |
| CB | CHUBB LTD SWITZ | $6,776.17万 | 0.05% | 207,902 | 14,084 | 7.3% | $459.04万 | 加仓 |
| MCK | MCKESSON CORP | $6,840.83万 | 0.05% | 79,052 | 6,784 | 9.4% | $587.06万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $6,845.56万 | 0.05% | 315,100 | 3,051 | 1.0% | $66.28万 | 加仓 |
| ASML | ASML HLDG NV | $6,849.34万 | 0.05% | 51,856 | 4,381 | 9.2% | $578.66万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $6,951.86万 | 0.05% | 739,717 | 60,482 | 8.9% | $568.41万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $7,009.08万 | 0.05% | 1,396,232 | 178,995 | 14.7% | $898.55万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $7,124.93万 | 0.05% | 727,702 | 3,027 | 0.4% | $29.64万 | 加仓 |
| CRM | SALESFORCE INC | $7,179.07万 | 0.05% | 384,586 | 57,523 | 17.6% | $1,073.78万 | 加仓 |
| IAU | ISHARES GOLD TR | $7,239.37万 | 0.05% | 821,163 | 30,355 | 3.8% | $267.61万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $7,296.72万 | 0.05% | 241,230 | 12,085 | 5.3% | $365.55万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $7,304.78万 | 0.05% | 947,319 | 195,585 | 26.0% | $1,508.16万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $7,310.29万 | 0.05% | 550,059 | 14,207 | 2.7% | $188.81万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $7,357.29万 | 0.05% | 188,450 | 20,818 | 12.4% | $812.76万 | 加仓 |
| ESML | ISHARES TR | $7,374.06万 | 0.05% | 1,568,282 | 21,961 | 1.4% | $103.26万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $7,409.96万 | 0.05% | 919,579 | -54,718 | -5.6% | -$440.92万 | 减仓 |
| IVW | ISHARES TR | $7,616.33万 | 0.05% | 673,356 | 19,994 | 3.1% | $226.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $7,754.06万 | 0.05% | 2,212,917 | 125,333 | 6.0% | $439.17万 | 加仓 |
| BA | BOEING CO | $7,796.95万 | 0.05% | 391,748 | 36,425 | 10.3% | $724.97万 | 加仓 |
| — | HONEYWELL INTL INC | $7,856.66万 | 0.05% | 347,594 | 51,921 | 17.6% | $1,173.57万 | 加仓 |
| MS | MORGAN STANLEY | $7,908.31万 | 0.05% | 480,544 | 25,267 | 5.5% | $415.82万 | 加仓 |
| DON | WISDOMTREE TR | $7,976.87万 | 0.05% | 1,518,247 | -264 | -0.0% | -$1.39万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $7,980.12万 | 0.05% | 1,363,191 | -106,883 | -7.3% | -$625.69万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $7,992.32万 | 0.05% | 433,705 | -657 | -0.2% | -$12.11万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $8,024.63万 | 0.05% | 3,197,065 | -610,580 | -16.0% | -$1,532.56万 | 减仓 |
| NVS | NOVARTIS AG | $8,077.63万 | 0.05% | 528,814 | 89,851 | 20.5% | $1,372.47万 | 加仓 |
| APH | AMPHENOL CORP | $8,099.94万 | 0.05% | 641,072 | 21,685 | 3.5% | $273.99万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $8,171.25万 | 0.06% | 2,426,864 | 9,695 | 0.4% | $32.64万 | 加仓 |
| KLAC | KLA CORP | $8,286.05万 | 0.06% | 56,276 | 4,311 | 8.3% | $634.75万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $8,297.67万 | 0.06% | 306,650 | 16,182 | 5.6% | $437.87万 | 加仓 |
| AMGN | AMGEN INC | $8,687.68万 | 0.06% | 246,914 | 23,462 | 10.5% | $825.51万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $8,709.18万 | 0.06% | 1,128,425 | 76,991 | 7.3% | $594.22万 | 加仓 |
| ETN | EATON CORP PLC | $8,773.69万 | 0.06% | 245,301 | 27,522 | 12.6% | $984.38万 | 加仓 |
| TJX | TJX COS INC NEW | $8,819.96万 | 0.06% | 552,283 | 54,726 | 11.0% | $873.97万 | 加仓 |
| GEV | GE VERNOVA INC | $9,020.96万 | 0.06% | 103,344 | 13,066 | 14.5% | $1,140.54万 | 加仓 |
| ESGE | ISHARES INC | $9,158.58万 | 0.06% | 2,014,202 | 51,686 | 2.6% | $235.02万 | 加仓 |
| IWR | ISHARES TR | $9,307.10万 | 0.06% | 957,225 | 17,660 | 1.9% | $171.71万 | 加仓 |
| GLD | SPDR GOLD TR | $9,372.82万 | 0.06% | 217,826 | -812 | -0.4% | -$34.94万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $9,435.91万 | 0.06% | 570,697 | 84,879 | 17.5% | $1,403.39万 | 加仓 |
| GE | GE AEROSPACE | $9,534.72万 | 0.06% | 336,002 | 38,353 | 12.9% | $1,088.34万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $9,575.89万 | 0.06% | 3,287,294 | -927,245 | -22.0% | -$2,701.07万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $9,732.87万 | 0.07% | 1,047,897 | 66,350 | 6.8% | $616.26万 | 加仓 |
| MLPA | GLOBAL X FDS | $9,887.81万 | 0.07% | 1,835,496 | -31,423 | -1.7% | -$169.28万 | 减仓 |