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 |
|---|---|---|---|---|---|---|---|---|
| NRG | NRG ENERGY INC | $2,389.48万 | 0.01% | 163,596 | 7,112 | 4.5% | $103.88万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $2,389.62万 | 0.01% | 449,939 | -3,934 | -0.9% | -$20.89万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,391.34万 | 0.01% | 604,791 | 22,857 | 3.9% | $90.38万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,405.04万 | 0.01% | 645,474 | 16,908 | 2.7% | $63.00万 | 加仓 |
| COUR | COURSERA INC | $2,409.25万 | 0.01% | 4,271,723 | -31,247 | -0.7% | -$17.62万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $2,411.16万 | 0.01% | 28,100 | 4,319 | 18.2% | $370.60万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $2,423.43万 | 0.01% | 209,476 | 377 | 0.2% | $4.36万 | 加仓 |
| CVNA | CARVANA CO | $2,426.75万 | 0.01% | 368,695 | 231,710 | 169.1% | $1,525.11万 | 加仓 |
| SAP | SAP SE | $2,428.07万 | 0.01% | 157,554 | 28,983 | 22.5% | $446.66万 | 加仓 |
| VHT | VANGUARD WORLD FD | $2,428.88万 | 0.01% | 81,231 | -2,013 | -2.4% | -$60.19万 | 减仓 |
| IJK | ISHARES TR | $2,432.91万 | 0.01% | 207,056 | 2,268 | 1.1% | $26.65万 | 加仓 |
| PKX | POSCO HOLDINGS INC | $2,454.66万 | 0.01% | 477,747 | 139,025 | 41.0% | $714.31万 | 加仓 |
| RS | RELIANCE INC | $2,455.70万 | 0.01% | 65,731 | 2,306 | 3.6% | $86.15万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $2,469.97万 | 0.01% | 985,624 | 125,844 | 14.6% | $315.37万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $2,481.79万 | 0.01% | 212,537 | 34,029 | 19.1% | $397.36万 | 加仓 |
| STIP | ISHARES TR | $2,490.15万 | 0.01% | 243,750 | -31,074 | -11.3% | -$317.45万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $2,495.05万 | 0.01% | 134,765 | 8,570 | 6.8% | $158.67万 | 加仓 |
| NEM | NEWMONT CORP | $2,496.88万 | 0.01% | 267,333 | -1,687 | -0.6% | -$15.76万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $2,497.05万 | 0.01% | 72,521 | -562 | -0.8% | -$19.35万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $2,509.71万 | 0.01% | 188,942 | 66,943 | 54.9% | $889.20万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $2,518.37万 | 0.01% | 87,011 | 8,948 | 11.5% | $258.98万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2,521.35万 | 0.01% | 79,405 | 11,414 | 16.8% | $362.43万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2,531.22万 | 0.01% | 86,337 | -1,864 | -2.1% | -$54.65万 | 减仓 |
| TFC | TRUIST FINL CORP | $2,556.27万 | 0.01% | 513,102 | 10,793 | 2.1% | $53.77万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $2,567.57万 | 0.02% | 455,485 | 46,293 | 11.3% | $260.95万 | 加仓 |
| CIEN | CIENA CORP | $2,575.16万 | 0.02% | 52,494 | 3,470 | 7.1% | $170.23万 | 加仓 |
| IXUS | ISHARES TR | $2,575.28万 | 0.02% | 269,832 | 16,244 | 6.4% | $155.03万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $2,578.72万 | 0.02% | 582,629 | 152,604 | 35.5% | $675.43万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $2,593.19万 | 0.02% | 150,531 | 19,044 | 14.5% | $328.07万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $2,600.47万 | 0.02% | 813,410 | -16,754 | -2.0% | -$53.56万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $2,600.64万 | 0.02% | 82,667 | 1,457 | 1.8% | $45.84万 | 加仓 |
| CTAS | CINTAS CORP | $2,613.60万 | 0.02% | 153,669 | 7,575 | 5.2% | $128.84万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,617.17万 | 0.02% | 580,175 | 73,359 | 14.5% | $330.92万 | 加仓 |
| SUSL | ISHARES TR | $2,639.30万 | 0.02% | 198,802 | -6,554 | -3.2% | -$87.01万 | 减仓 |
| URI | UNITED RENTALS INC | $2,639.59万 | 0.02% | 23,300 | 3,596 | 18.3% | $407.38万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $2,659.18万 | 0.02% | 496,024 | -31,373 | -5.9% | -$168.19万 | 减仓 |
| IJJ | ISHARES TR | $2,670.61万 | 0.02% | 180,776 | -19,668 | -9.8% | -$290.56万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $2,677.30万 | 0.02% | 156,696 | 156,696 | — | $2,677.30万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,684.47万 | 0.02% | 108,083 | -2,867 | -2.6% | -$71.21万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,690.47万 | 0.02% | 19,463 | 782 | 4.2% | $108.10万 | 加仓 |
| VICI | VICI PPTYS INC | $2,697.94万 | 0.02% | 1,016,173 | 270,845 | 36.3% | $719.09万 | 加仓 |
| MET | METLIFE INC | $2,701.11万 | 0.02% | 319,242 | 63,820 | 25.0% | $539.98万 | 加仓 |
| GM | GENERAL MTRS CO | $2,707.87万 | 0.02% | 351,306 | 44,357 | 14.5% | $341.90万 | 加仓 |
| BSY | BENTLEY SYS INC | $2,719.97万 | 0.02% | 909,994 | 27,624 | 3.1% | $82.57万 | 加仓 |
| UL | UNILEVER PLC | $2,720.76万 | 0.02% | 452,555 | 47,447 | 11.7% | $285.25万 | 加仓 |
| FAST | FASTENAL CO | $2,722.14万 | 0.02% | 566,757 | -278,390 | -32.9% | -$1,337.11万 | 减仓 |
| BWX | SPDR SERIES TRUST | $2,724.80万 | 0.02% | 1,256,828 | -93,955 | -7.0% | -$203.69万 | 减仓 |
| EQIX | EQUINIX INC | $2,728.50万 | 0.02% | 26,176 | 4,598 | 21.3% | $479.28万 | 加仓 |
| NVR | NVR INC | $2,758.92万 | 0.02% | 4,049 | 1,697 | 72.2% | $1,156.31万 | 加仓 |
| IFRA | ISHARES TR | $2,764.25万 | 0.02% | 438,490 | 4,470 | 1.0% | $28.18万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $2,769.37万 | 0.02% | 123,826 | 2,177 | 1.8% | $48.69万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $2,790.30万 | 0.02% | 365,749 | 103,473 | 39.5% | $789.40万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $2,796.26万 | 0.02% | 33,314 | 4,730 | 16.5% | $397.02万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $2,816.28万 | 0.02% | 45,657 | 15,341 | 50.6% | $946.29万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,828.97万 | 0.02% | 104,594 | 8,442 | 8.8% | $228.33万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,833.03万 | 0.02% | 686,795 | -10,211 | -1.5% | -$42.12万 | 减仓 |
| EIX | EDISON INTL | $2,834.22万 | 0.02% | 380,687 | 30,898 | 8.8% | $230.04万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2,848.89万 | 0.02% | 153,803 | 254 | 0.2% | $4.70万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $2,878.83万 | 0.02% | 176,000 | 19,860 | 12.7% | $324.85万 | 加仓 |
| NNN | NNN REIT INC | $2,879.62万 | 0.02% | 618,874 | 166,340 | 36.8% | $773.98万 | 加仓 |
| PCG | PG&E CORP | $2,891.67万 | 0.02% | 1,719,188 | 409,912 | 31.3% | $689.47万 | 加仓 |
| GWW | WW GRAINGER INC | $2,906.66万 | 0.02% | 21,366 | 2,493 | 13.2% | $339.15万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $2,954.55万 | 0.02% | 510,815 | 85,793 | 20.2% | $496.23万 | 加仓 |
| CNC | CENTENE CORP DEL | $2,954.85万 | 0.02% | 460,329 | 8,278 | 1.8% | $53.14万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,959.13万 | 0.02% | 45,116 | -239 | -0.5% | -$15.68万 | 减仓 |
| ADBE | ADOBE INC | $2,962.86万 | 0.02% | 144,516 | -7,693 | -5.1% | -$157.72万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $2,965.71万 | 0.02% | 213,452 | 134,989 | 172.0% | $1,875.54万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $2,979.50万 | 0.02% | 471,068 | 169,627 | 56.3% | $1,072.89万 | 加仓 |
| WF | WOORI FINL GROUP INC | $2,980.52万 | 0.02% | 519,254 | 128,578 | 32.9% | $738.04万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $2,985.71万 | 0.02% | 313,988 | -2,695 | -0.9% | -$25.63万 | 减仓 |
| SYY | SYSCO CORP | $2,989.93万 | 0.02% | 357,732 | 72,642 | 25.5% | $607.14万 | 加仓 |
| BIIB | BIOGEN INC | $2,994.87万 | 0.02% | 138,613 | 21,377 | 18.2% | $461.87万 | 加仓 |
| DSI | ISHARES TR | $3,003.38万 | 0.02% | 210,927 | -5,529 | -2.6% | -$78.73万 | 减仓 |
| CI | THE CIGNA GROUP | $3,004.62万 | 0.02% | 108,989 | 13,283 | 13.9% | $366.19万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $3,005.09万 | 0.02% | 207,806 | 8,932 | 4.5% | $129.17万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $3,036.93万 | 0.02% | 420,860 | -53,274 | -11.2% | -$384.43万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $3,043.17万 | 0.02% | 434,304 | 30,161 | 7.5% | $211.34万 | 加仓 |
| AEE | AMEREN CORP | $3,044.36万 | 0.02% | 269,317 | 81,918 | 43.7% | $926.00万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $3,045.32万 | 0.02% | 78,107 | -8,464 | -9.8% | -$330.00万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $3,055.63万 | 0.02% | 1,288,752 | -71,965 | -5.3% | -$170.63万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $3,055.78万 | 0.02% | 265,998 | -3,948 | -1.5% | -$45.35万 | 减仓 |
| EXC | EXELON CORP | $3,060.46万 | 0.02% | 656,470 | 193,136 | 41.7% | $900.40万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $3,080.72万 | 0.02% | 1,548,878 | 233,094 | 17.7% | $463.62万 | 加仓 |
| ABNB | AIRBNB INC | $3,093.74万 | 0.02% | 216,194 | 32,753 | 17.9% | $468.70万 | 加仓 |
| NVO | NOVO-NORDISK A S | $3,097.44万 | 0.02% | 646,107 | 195,086 | 43.3% | $935.24万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $3,114.64万 | 0.02% | 115,846 | 7,647 | 7.1% | $205.60万 | 加仓 |
| NUE | NUCOR CORP | $3,129.71万 | 0.02% | 140,503 | 2,774 | 2.0% | $61.79万 | 加仓 |
| KB | KB FINL GROUP INC | $3,137.37万 | 0.02% | 298,911 | 114,872 | 62.4% | $1,205.70万 | 加仓 |
| NET | CLOUDFLARE INC | $3,145.54万 | 0.02% | 128,243 | 34,941 | 37.4% | $857.03万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $3,150.29万 | 0.02% | 597,099 | 13,372 | 2.3% | $70.55万 | 加仓 |
| DGRO | ISHARES TR | $3,159.56万 | 0.02% | 416,883 | 12,555 | 3.1% | $95.15万 | 加仓 |
| SUSC | ISHARES TR | $3,161.90万 | 0.02% | 1,365,749 | 56,881 | 4.3% | $131.69万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $3,162.79万 | 0.02% | 146,020 | 18,773 | 14.8% | $406.62万 | 加仓 |
| PAYX | PAYCHEX INC | $3,163.70万 | 0.02% | 321,743 | 98,734 | 44.3% | $970.85万 | 加仓 |
| USMV | ISHARES TR | $3,177.12万 | 0.02% | 329,372 | 1,856 | 0.6% | $17.90万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $3,194.49万 | 0.02% | 1,251,760 | -15,659 | -1.2% | -$39.96万 | 减仓 |
| BLK | BLACKROCK INC | $3,208.26万 | 0.02% | 33,365 | 3,832 | 13.0% | $368.47万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,213.86万 | 0.02% | 91,806 | 14,820 | 19.3% | $518.80万 | 加仓 |
| OKE | ONEOK INC NEW | $3,240.47万 | 0.02% | 372,725 | 25,449 | 7.3% | $221.25万 | 加仓 |
| ALL | ALLSTATE CORP | $3,248.38万 | 0.02% | 136,521 | 18,391 | 15.6% | $437.59万 | 加仓 |