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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $9,963.28万 | 0.07% | 410,654 | 12,160 | 3.1% | $295.03万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1.02亿 | 0.07% | 828,109 | -61,875 | -7.0% | -$759.70万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1.02亿 | 0.07% | 169,323 | 10,568 | 6.7% | $638.72万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.04亿 | 0.07% | 714,374 | 76,197 | 11.9% | $1,114.61万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.05亿 | 0.07% | 1,325,250 | 97,879 | 8.0% | $775.89万 | 加仓 |
| WFC | WELLS FARGO & CO | $1.05亿 | 0.07% | 1,321,100 | 58,887 | 4.7% | $468.80万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1.07亿 | 0.07% | 735,168 | 44,746 | 6.5% | $652.35万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.07亿 | 0.07% | 2,760,059 | 343,039 | 14.2% | $1,333.05万 | 加仓 |
| DEM | WISDOMTREE TR | $1.08亿 | 0.07% | 2,165,387 | 45,171 | 2.1% | $224.45万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1.08亿 | 0.07% | 969,480 | -15,434 | -1.6% | -$171.60万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.10亿 | 0.07% | 1,470,885 | 69,798 | 5.0% | $524.18万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $1.11亿 | 0.07% | 4,739,179 | 4,648,722 | 5,139.2% | $1.08亿 | 加仓 |
| VGT | VANGUARD WORLD FD | $1.11亿 | 0.08% | 159,803 | 12,434 | 8.4% | $867.54万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $1.13亿 | 0.08% | 1,573,042 | 173,541 | 12.4% | $1,244.81万 | 加仓 |
| IWD | ISHARES TR | $1.15亿 | 0.08% | 536,891 | -2,573 | -0.5% | -$54.98万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $1.15亿 | 0.08% | 1,748,235 | 1,739,967 | 21,044.6% | $1.14亿 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $1.16亿 | 0.08% | 1,760,186 | -89,231 | -4.8% | -$590.00万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.17亿 | 0.08% | 138,077 | 10,753 | 8.4% | $909.69万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1.18亿 | 0.08% | 1,151,073 | 48,917 | 4.4% | $502.23万 | 加仓 |
| AMLP | ALPS ETF TR | $1.18亿 | 0.08% | 2,247,071 | -7,346 | -0.3% | -$38.67万 | 减仓 |
| IAGG | ISHARES TR | $1.19亿 | 0.08% | 2,378,106 | 2,163,625 | 1,008.8% | $1.08亿 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.21亿 | 0.08% | 497,961 | 14,934 | 3.1% | $361.99万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1.21亿 | 0.08% | 1,470,304 | 89,122 | 6.5% | $734.63万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $1.22亿 | 0.08% | 3,899,148 | 764,961 | 24.4% | $2,396.62万 | 加仓 |
| DLN | WISDOMTREE TR | $1.22亿 | 0.08% | 1,367,740 | -18,204 | -1.3% | -$162.62万 | 减仓 |
| RTX | RTX CORPORATION | $1.24亿 | 0.08% | 644,643 | 27,974 | 4.5% | $539.62万 | 加仓 |
| REET | ISHARES TR | $1.29亿 | 0.09% | 5,119,249 | 4,883,829 | 2,074.5% | $1.23亿 | 加仓 |
| BIL | SPDR SERIES TRUST | $1.29亿 | 0.09% | 1,410,921 | 15,883 | 1.1% | $145.55万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1.35亿 | 0.09% | 4,398,038 | 106,479 | 2.5% | $326.68万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1.35亿 | 0.09% | 2,802,621 | 9,416 | 0.3% | $45.50万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.36亿 | 0.09% | 403,307 | 91,586 | 29.4% | $3,094.14万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $1.37亿 | 0.09% | 2,938,971 | 1,684,044 | 134.2% | $7,871.22万 | 加仓 |
| PEP | PEPSICO INC | $1.38亿 | 0.09% | 885,786 | 77,421 | 9.6% | $1,202.27万 | 加仓 |
| MCD | MCDONALDS CORP | $1.39亿 | 0.09% | 445,841 | 49,361 | 12.4% | $1,534.09万 | 加仓 |
| IEI | ISHARES TR | $1.40亿 | 0.09% | 1,176,837 | -69,734 | -5.6% | -$827.05万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.41亿 | 0.10% | 282,263 | 14,946 | 5.6% | $746.79万 | 加仓 |
| IWM | ISHARES TR | $1.42亿 | 0.10% | 570,875 | -34,700 | -5.7% | -$860.56万 | 减仓 |
| CSCO | CISCO SYS INC | $1.48亿 | 0.10% | 1,907,189 | 266,143 | 16.2% | $2,065.00万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.49亿 | 0.10% | 731,233 | 59,828 | 8.9% | $1,217.08万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1.53亿 | 0.10% | 714,502 | 42,546 | 6.3% | $909.04万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1.53亿 | 0.10% | 248,681 | -27,883 | -10.1% | -$1,719.71万 | 减仓 |
| IJR | ISHARES TR | $1.56亿 | 0.11% | 1,256,876 | 455 | 0.0% | $5.66万 | 加仓 |
| ORCL | ORACLE CORP | $1.57亿 | 0.11% | 1,066,125 | -21,699 | -2.0% | -$319.21万 | 减仓 |
| MRK | MERCK & CO INC | $1.57亿 | 0.11% | 1,308,297 | 61,646 | 4.9% | $741.54万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.58亿 | 0.11% | 360,936 | -18,329 | -4.8% | -$800.59万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.62亿 | 0.11% | 225 | 5 | 2.3% | $358.94万 | 加仓 |
| NFLX | NETFLIX INC. | $1.62亿 | 0.11% | 1,687,485 | 73,821 | 4.6% | $709.79万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1.64亿 | 0.11% | 1,457,828 | 113,383 | 8.4% | $1,272.95万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1.74亿 | 0.12% | 5,992,974 | -794,657 | -11.7% | -$2,310.86万 | 减仓 |
| KO | COCA COLA CO | $1.77亿 | 0.12% | 2,321,669 | 223,523 | 10.7% | $1,699.89万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.77亿 | 0.12% | 902,783 | -35,479 | -3.8% | -$696.10万 | 减仓 |
| BAC | BANK AMERICA CORP | $1.79亿 | 0.12% | 3,662,719 | -36,354 | -1.0% | -$177.23万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.80亿 | 0.12% | 3,414,821 | -16,842 | -0.5% | -$88.89万 | 减仓 |
| DOL | WISDOMTREE TR | $1.83亿 | 0.12% | 2,696,930 | 33,204 | 1.2% | $225.74万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.86亿 | 0.13% | 900,524 | 167,084 | 22.8% | $3,456.97万 | 加仓 |
| IWF | ISHARES TR | $2.01亿 | 0.14% | 471,347 | -7,457 | -1.6% | -$317.97万 | 减仓 |
| EFA | ISHARES TR | $2.03亿 | 0.14% | 2,087,353 | 18,004 | 0.9% | $174.87万 | 加仓 |
| HD | HOME DEPOT INC | $2.04亿 | 0.14% | 621,036 | 33,480 | 5.7% | $1,101.12万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.16亿 | 0.15% | 638,516 | 32,863 | 5.4% | $1,110.61万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2.17亿 | 0.15% | 634,638 | 28,503 | 4.7% | $974.20万 | 加仓 |
| IWB | ISHARES TR | $2.29亿 | 0.16% | 642,293 | -15,045 | -2.3% | -$536.44万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $2.34亿 | 0.16% | 1,137,537 | 641,434 | 129.3% | $1.32亿 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2.36亿 | 0.16% | 2,150,175 | 2,028,571 | 1,668.2% | $2.23亿 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2.38亿 | 0.16% | 3,357,019 | -69,163 | -2.0% | -$490.43万 | 减仓 |
| ABBV | ABBVIE INC | $2.40亿 | 0.16% | 1,103,490 | 59,677 | 5.7% | $1,297.91万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2.40亿 | 0.16% | 4,952,745 | -86,540 | -1.7% | -$419.37万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2.45亿 | 0.17% | 1,693,989 | 151,879 | 9.8% | $2,193.74万 | 加仓 |
| V | VISA INC | $2.45亿 | 0.17% | 811,682 | 45,392 | 5.9% | $1,371.93万 | 加仓 |
| IEFA | ISHARES TR | $2.49亿 | 0.17% | 2,753,122 | 69,482 | 2.6% | $629.02万 | 加仓 |
| DGS | WISDOMTREE TR | $2.53亿 | 0.17% | 4,208,248 | -308,131 | -6.8% | -$1,851.87万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.59亿 | 0.18% | 1,204,922 | 78,387 | 7.0% | $1,685.79万 | 加仓 |
| CAT | CATERPILLAR INC | $2.59亿 | 0.18% | 365,769 | 9,750 | 2.7% | $690.75万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $2.67亿 | 0.18% | 7,975,443 | -82,693 | -1.0% | -$277.35万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2.80亿 | 0.19% | 2,989,279 | 2,915,374 | 3,944.8% | $2.73亿 | 加仓 |
| ITOT | ISHARES TR | $2.92亿 | 0.20% | 2,049,370 | -35,359 | -1.7% | -$503.62万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3.00亿 | 0.20% | 301,233 | 35,037 | 13.2% | $3,491.20万 | 加仓 |
| SCZ | ISHARES TR | $3.08亿 | 0.21% | 3,924,370 | -76,734 | -1.9% | -$601.67万 | 减仓 |
| SUB | ISHARES TR | $3.09亿 | 0.21% | 2,904,852 | 91,413 | 3.2% | $973.55万 | 加仓 |
| WMT | WALMART INC | $3.17亿 | 0.22% | 2,551,572 | 124,930 | 5.1% | $1,552.63万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $3.26亿 | 0.22% | 4,126,427 | 919,353 | 28.7% | $7,268.40万 | 加仓 |
| IJH | ISHARES TR | $3.27亿 | 0.22% | 4,838,549 | 77,986 | 1.6% | $526.64万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3.28亿 | 0.22% | 1,341,281 | 94,624 | 7.6% | $2,312.99万 | 加仓 |
| — | EXXON MOBIL CORP | $3.79亿 | 0.26% | 2,234,969 | 210,847 | 10.4% | $3,577.23万 | 加仓 |
| LLY | ELI LILLY & CO | $3.87亿 | 0.26% | 420,635 | 37,789 | 9.9% | $3,475.72万 | 加仓 |
| TSLA | TESLA INC | $3.92亿 | 0.27% | 1,054,828 | 66,327 | 6.7% | $2,465.71万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4.15亿 | 0.28% | 718,318 | 11,294 | 1.6% | $651.87万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $4.37亿 | 0.30% | 20,357,903 | -747,217 | -3.5% | -$1,605.77万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4.54亿 | 0.31% | 1,543,468 | 44,216 | 2.9% | $1,300.66万 | 加仓 |
| GOOG | ALPHABET INC | $5.23亿 | 0.35% | 1,824,150 | 50,066 | 2.8% | $1,436.19万 | 加仓 |
| VB | VANGUARD INDEX FDS | $5.33亿 | 0.36% | 2,035,636 | -90,108 | -4.2% | -$2,360.11万 | 减仓 |
| META | META PLATFORMS INC | $5.42亿 | 0.37% | 947,746 | 57,452 | 6.5% | $3,287.00万 | 加仓 |
| AVGO | BROADCOM INC | $5.58亿 | 0.38% | 1,801,894 | 100,698 | 5.9% | $3,116.70万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $5.69亿 | 0.39% | 3,839,152 | 220,398 | 6.1% | $3,264.10万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $7.17亿 | 0.49% | 21,758,142 | 2,851,208 | 15.1% | $9,394.73万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8.44亿 | 0.57% | 13,521,487 | -186,197 | -1.4% | -$1,162.80万 | 减仓 |
| GOOGL | ALPHABET INC | $8.49亿 | 0.58% | 2,951,228 | 238,724 | 8.8% | $6,864.75万 | 加仓 |
| AMZN | AMAZON COM INC | $8.99亿 | 0.61% | 4,314,124 | 248,730 | 6.1% | $5,180.30万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $9.11亿 | 0.62% | 29,432,010 | -1,004,432 | -3.3% | -$3,109.72万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $9.67亿 | 0.66% | 1,618,133 | 104,940 | 6.9% | $6,270.69万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $9.85亿 | 0.67% | 18,221,206 | -159,053 | -0.9% | -$859.68万 | 减仓 |