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 |
|---|---|---|---|---|---|---|---|---|
| WST | WEST PHARMACEUTICAL SVSC INC | $3,249.61万 | 0.02% | 90,518 | 7,146 | 8.6% | $256.54万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $3,250.53万 | 0.02% | 3,086,927 | -145,059 | -4.5% | -$152.75万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,259.48万 | 0.02% | 107,584 | 8,780 | 8.9% | $266.01万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,262.52万 | 0.02% | 887,520 | -74,720 | -7.8% | -$274.67万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $3,266.35万 | 0.02% | 254,984 | 12,212 | 5.0% | $156.44万 | 加仓 |
| EFAV | ISHARES TR | $3,274.10万 | 0.02% | 373,286 | -27,704 | -6.9% | -$242.99万 | 减仓 |
| NKE | NIKE INC | $3,276.42万 | 0.02% | 798,152 | 113,143 | 16.5% | $464.45万 | 加仓 |
| CTVA | CORTEVA INC | $3,289.59万 | 0.02% | 388,427 | 50,661 | 15.0% | $429.05万 | 加仓 |
| WMB | WILLIAMS COS INC | $3,307.01万 | 0.02% | 444,849 | 12,619 | 2.9% | $93.81万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $3,330.07万 | 0.02% | 227,916 | 28,371 | 14.2% | $414.53万 | 加仓 |
| D | DOMINION ENERGY INC | $3,348.65万 | 0.02% | 490,357 | 42,029 | 9.4% | $287.02万 | 加仓 |
| MINT | PIMCO ETF TR | $3,358.90万 | 0.02% | 333,191 | 76,887 | 30.0% | $775.10万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,360.42万 | 0.02% | 738,717 | -37,580 | -4.8% | -$170.95万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $3,362.69万 | 0.02% | 247,275 | 39,115 | 18.8% | $531.92万 | 加仓 |
| PGR | PROGRESSIVE CORP | $3,379.41万 | 0.02% | 154,700 | 19,735 | 14.6% | $431.11万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3,406.37万 | 0.02% | 90,759 | 13,690 | 17.8% | $513.81万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3,428.55万 | 0.02% | 117,985 | 38,060 | 47.6% | $1,105.99万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $3,431.44万 | 0.02% | 139,365 | 15,371 | 12.4% | $378.46万 | 加仓 |
| CVS | CVS HEALTH CORP | $3,435.71万 | 0.02% | 332,113 | 67,048 | 25.3% | $693.61万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $3,445.55万 | 0.02% | 1,300,206 | -221,473 | -14.6% | -$586.90万 | 减仓 |
| DVYE | ISHARES INC | $3,469.04万 | 0.02% | 1,076,340 | 23,938 | 2.3% | $77.15万 | 加仓 |
| TER | TERADYNE INC | $3,493.33万 | 0.02% | 72,200 | 12,902 | 21.8% | $624.25万 | 加仓 |
| O | REALTY INCOME CORP | $3,498.41万 | 0.02% | 564,624 | 43,823 | 8.4% | $271.53万 | 加仓 |
| TMUS | T-MOBILE US INC | $3,513.72万 | 0.02% | 209,486 | 45,144 | 27.5% | $757.20万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3,515.05万 | 0.02% | 129,253 | 30,363 | 30.7% | $825.72万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $3,523.22万 | 0.02% | 877,952 | -3,326 | -0.4% | -$13.35万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $3,539.05万 | 0.02% | 324,356 | -30,408 | -8.6% | -$331.78万 | 减仓 |
| AFL | AFLAC INC | $3,576.15万 | 0.02% | 305,002 | 44,664 | 17.2% | $523.68万 | 加仓 |
| MDT | MEDTRONIC PLC | $3,579.02万 | 0.02% | 457,500 | 120,368 | 35.7% | $941.64万 | 加仓 |
| SAN | BANCO SANTANDER SA | $3,582.61万 | 0.02% | 2,596,097 | 311,064 | 13.6% | $429.27万 | 加仓 |
| GLDM | WORLD GOLD TR | $3,621.57万 | 0.02% | 456,002 | -90,467 | -16.6% | -$718.49万 | 减仓 |
| SKM | SK TELECOM CO LTD | $3,621.85万 | 0.02% | 1,126,197 | 108,580 | 10.7% | $349.19万 | 加仓 |
| VLO | VALERO ENERGY CORP | $3,629.18万 | 0.02% | 139,348 | 19,603 | 16.4% | $510.54万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,645.67万 | 0.02% | 705,296 | -3,778 | -0.5% | -$19.53万 | 减仓 |
| FLEX | FLEX LTD | $3,677.48万 | 0.02% | 226,907 | 21,134 | 10.3% | $342.52万 | 加仓 |
| SONY | SONY GROUP CORP | $3,682.06万 | 0.02% | 1,835,524 | -37,342 | -2.0% | -$74.91万 | 减仓 |
| EOG | EOG RES INC | $3,715.84万 | 0.02% | 286,428 | 103,125 | 56.3% | $1,337.84万 | 加仓 |
| MMM | 3M CO | $3,741.76万 | 0.02% | 231,101 | 6,006 | 2.7% | $97.24万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $3,755.71万 | 0.02% | 169,880 | 169,880 | — | $3,755.71万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $3,767.26万 | 0.02% | 310,241 | 45,737 | 17.3% | $555.38万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $3,773.46万 | 0.02% | 600,009 | 128,526 | 27.3% | $808.30万 | 加仓 |
| BN | BROOKFIELD CORP | $3,773.46万 | 0.02% | 885,994 | 91,204 | 11.5% | $388.44万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $3,774.35万 | 0.02% | 211,757 | -86,218 | -28.9% | -$1,536.75万 | 减仓 |
| ROST | ROSS STORES INC | $3,776.10万 | 0.02% | 177,406 | 30,124 | 20.5% | $641.19万 | 加仓 |
| DHR | DANAHER CORP DEL | $3,782.61万 | 0.02% | 198,583 | 10,288 | 5.5% | $195.97万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $3,803.09万 | 0.02% | 847,958 | 82,197 | 10.7% | $368.65万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $3,826.06万 | 0.02% | 355,913 | 16,166 | 4.8% | $173.78万 | 加仓 |
| HON | HONEYWELL INTL INC | $3,834.57万 | 0.02% | 171,262 | -176,332 | -50.7% | -$3,948.08万 | 减仓 |
| IYW | ISHARES TR | $3,840.57万 | 0.02% | 152,265 | -287 | -0.2% | -$7.24万 | 减仓 |
| CACI | CACI INTL INC | $3,841.76万 | 0.02% | 82,929 | -2,872 | -3.3% | -$133.05万 | 减仓 |
| WM | WASTE MGMT INC DEL | $3,863.67万 | 0.02% | 173,352 | -16,460 | -8.7% | -$366.86万 | 减仓 |
| PWR | QUANTA SVCS INC | $3,908.73万 | 0.02% | 54,285 | 4,170 | 8.3% | $300.26万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $3,977.90万 | 0.02% | 542,319 | 49,214 | 10.0% | $360.98万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $4,016.84万 | 0.02% | 444,046 | 7,879 | 1.8% | $71.27万 | 加仓 |
| SHEL | SHELL PLC | $4,049.69万 | 0.02% | 522,270 | 66,658 | 14.6% | $516.87万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $4,076.76万 | 0.02% | 444,673 | 55,855 | 14.4% | $512.08万 | 加仓 |
| CSX | CSX CORP | $4,105.89万 | 0.02% | 863,852 | 32,039 | 3.9% | $152.28万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4,147.82万 | 0.02% | 185,212 | 65,301 | 54.5% | $1,462.41万 | 加仓 |
| EMR | EMERSON ELEC CO | $4,168.57万 | 0.02% | 291,203 | 9,327 | 3.3% | $133.52万 | 加仓 |
| APP | APPLOVIN CORP | $4,182.54万 | 0.02% | 81,178 | 2,484 | 3.2% | $127.98万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $4,213.65万 | 0.02% | 118,949 | 3,348 | 2.9% | $118.60万 | 加仓 |
| IVE | ISHARES TR | $4,239.39万 | 0.02% | 186,708 | 2,777 | 1.5% | $63.05万 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $4,256.52万 | 0.02% | 523,558 | -2,903 | -0.6% | -$23.60万 | 减仓 |
| COP | CONOCOPHILLIPS | $4,274.80万 | 0.02% | 411,196 | 8,498 | 2.1% | $88.35万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $4,277.51万 | 0.03% | 386,650 | 113,904 | 41.8% | $1,260.12万 | 加仓 |
| XEL | XCEL ENERGY INC | $4,290.54万 | 0.03% | 534,313 | 93,085 | 21.1% | $747.47万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $4,290.71万 | 0.03% | 515,030 | 86,927 | 20.3% | $724.19万 | 加仓 |
| SYK | STRYKER CORPORATION | $4,299.71万 | 0.03% | 136,568 | 15,396 | 12.7% | $484.73万 | 加仓 |
| AZN | ASTRAZENECA PLC | $4,379.29万 | 0.03% | 230,951 | -2,242 | -1.0% | -$42.51万 | 减仓 |
| GEL | GENESIS ENERGY L P | $4,400.12万 | 0.03% | 3,105,233 | -650 | -0.0% | -$9,211 | 减仓 |
| FDX | FEDEX CORP | $4,418.17万 | 0.03% | 141,097 | 6,156 | 4.6% | $192.76万 | 加仓 |
| MPC | MARATHON PETE CORP | $4,418.76万 | 0.03% | 172,830 | -7,080 | -3.9% | -$181.02万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $4,490.34万 | 0.03% | 250,046 | 2,532 | 1.0% | $45.47万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $4,495.07万 | 0.03% | 739,442 | 43,640 | 6.3% | $265.29万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $4,501.11万 | 0.03% | 1,833,447 | -114,550 | -5.9% | -$281.22万 | 减仓 |
| SPGI | S&P GLOBAL INC | $4,561.98万 | 0.03% | 112,016 | -4,424 | -3.8% | -$180.17万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $4,585.96万 | 0.03% | 497,987 | 39,385 | 8.6% | $362.70万 | 加仓 |
| ZS | ZSCALER INC | $4,586.28万 | 0.03% | 324,922 | 164,375 | 102.4% | $2,320.16万 | 加仓 |
| EVRG | EVERGY INC | $4,637.96万 | 0.03% | 536,615 | 160,969 | 42.9% | $1,391.26万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $4,741.29万 | 0.03% | 646,481 | -2,933 | -0.5% | -$21.51万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $4,780.53万 | 0.03% | 420,488 | 322,604 | 329.6% | $3,667.69万 | 加仓 |
| T | AT&T INC | $4,802.36万 | 0.03% | 2,319,979 | 20,793 | 0.9% | $43.04万 | 加仓 |
| DAL | DELTA AIR LINES INC | $4,812.39万 | 0.03% | 513,815 | 68,183 | 15.3% | $638.60万 | 加仓 |
| QUAL | ISHARES TR | $4,837.95万 | 0.03% | 220,478 | 84,896 | 62.6% | $1,862.87万 | 加仓 |
| EEM | ISHARES TR | $4,913.19万 | 0.03% | 718,199 | -19,666 | -2.7% | -$134.53万 | 减仓 |
| IHDG | WISDOMTREE TR | $4,933.94万 | 0.03% | 941,951 | 19,828 | 2.2% | $103.86万 | 加仓 |
| PFE | PFIZER INC | $4,956.49万 | 0.03% | 2,058,345 | -64,627 | -3.0% | -$155.62万 | 减仓 |
| NOW | SERVICENOW INC | $4,966.95万 | 0.03% | 500,297 | -29,193 | -5.5% | -$289.83万 | 减仓 |
| DVY | ISHARES TR | $4,977.23万 | 0.03% | 318,441 | 869 | 0.3% | $13.58万 | 加仓 |
| USB | US BANCORP | $5,041.63万 | 0.03% | 834,708 | 51,632 | 6.6% | $311.86万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $5,043.69万 | 0.03% | 152,783 | 11,360 | 8.0% | $375.02万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $5,046.35万 | 0.03% | 164,752 | 22,935 | 16.2% | $702.50万 | 加仓 |
| TGT | TARGET CORP | $5,061.88万 | 0.03% | 387,556 | 16,782 | 4.5% | $219.19万 | 加仓 |
| SGOV | ISHARES TR | $5,080.45万 | 0.03% | 504,664 | 146,567 | 40.9% | $1,475.49万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5,111.08万 | 0.03% | 887,032 | -41,001 | -4.4% | -$236.25万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $5,134.17万 | 0.03% | 140,393 | 16,361 | 13.2% | $598.32万 | 加仓 |
| BX | BLACKSTONE INC | $5,140.01万 | 0.03% | 436,815 | 35,093 | 8.7% | $412.94万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $5,177.49万 | 0.03% | 52,933 | 6,574 | 14.2% | $643.02万 | 加仓 |
| ESGU | ISHARES TR | $5,198.12万 | 0.03% | 317,597 | 4,170 | 1.3% | $68.25万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $5,200.08万 | 0.03% | 105,874 | 7,323 | 7.4% | $359.67万 | 加仓 |