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 |
|---|---|---|---|---|---|---|---|---|
| SPEM | SPDR INDEX SHS FDS | $10.21亿 | 0.69% | 21,771,079 | -269,388 | -1.2% | -$1,263.70万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $11.14亿 | 0.76% | 12,560,585 | -309,984 | -2.4% | -$2,749.56万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $11.43亿 | 0.78% | 19,200,025 | 1,343,679 | 7.5% | $8,001.61万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $11.67亿 | 0.79% | 47,134,843 | 5,277,974 | 12.6% | $1.31亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.60亿 | 0.92% | 2,837,844 | -17,229 | -0.6% | -$825.61万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $13.74亿 | 0.93% | 27,532,088 | 2,499,613 | 10.0% | $1.25亿 | 加仓 |
| AGG | ISHARES TR | $13.92亿 | 0.94% | 14,026,407 | 3,381,864 | 31.8% | $3.36亿 | 加仓 |
| MSFT | MICROSOFT CORP | $14.33亿 | 0.97% | 3,870,580 | 352,849 | 10.0% | $1.31亿 | 加仓 |
| MUB | ISHARES TR | $15.25亿 | 1.03% | 14,367,478 | 812,109 | 6.0% | $8,620.54万 | 加仓 |
| IDEV | ISHARES TR | $15.96亿 | 1.08% | 19,092,951 | 1,537,353 | 8.8% | $1.28亿 | 加仓 |
| SPSB | SPDR SERIES TRUST | $15.96亿 | 1.08% | 53,069,411 | 2,164,798 | 4.3% | $6,509.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $18.66亿 | 1.27% | 26,230,978 | 1,395,277 | 5.6% | $9,924.61万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $19.22亿 | 1.30% | 2,956,006 | -58,746 | -1.9% | -$3,820.49万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $19.58亿 | 1.33% | 47,961,726 | 3,468,550 | 7.8% | $1.42亿 | 加仓 |
| VTI | VANGUARD INDEX FDS | $19.64亿 | 1.33% | 6,120,710 | 53,700 | 0.9% | $1,722.75万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $21.09亿 | 1.43% | 82,270,037 | -1,542,288 | -1.8% | -$3,954.43万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $22.31亿 | 1.51% | 20,195,491 | 1,350,729 | 7.2% | $1.49亿 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $22.36亿 | 1.52% | 27,022,817 | 454,514 | 1.7% | $3,761.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $23.61亿 | 1.60% | 13,535,313 | 986,694 | 7.9% | $1.72亿 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $23.75亿 | 1.61% | 23,779,849 | 1,187,441 | 5.3% | $1.19亿 | 加仓 |
| VO | VANGUARD INDEX FDS | $23.87亿 | 1.62% | 8,310,889 | -104,469 | -1.2% | -$3,000.14万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $25.76亿 | 1.75% | 33,659,028 | 858,879 | 2.6% | $6,573.86万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $29.31亿 | 1.99% | 37,384,791 | 11,278,076 | 43.2% | $8.84亿 | 加仓 |
| AAPL | APPLE INC | $30.78亿 | 2.09% | 12,129,399 | 818,817 | 7.2% | $2.08亿 | 加仓 |
| VV | VANGUARD INDEX FDS | $36.65亿 | 2.49% | 12,262,531 | 45,572 | 0.4% | $1,361.92万 | 加仓 |
| IEMG | ISHARES INC | $54.16亿 | 3.67% | 77,654,854 | 1,378,212 | 1.8% | $9,613.03万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $57.23亿 | 3.88% | 96,641,159 | 3,972,550 | 4.3% | $2.35亿 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $61.09亿 | 4.14% | 133,821,065 | 8,686,628 | 6.9% | $3.97亿 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $77.16亿 | 5.23% | 120,418,397 | -3,756,634 | -3.0% | -$2.41亿 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $89.39亿 | 6.06% | 121,385,406 | 3,604,204 | 3.1% | $2.65亿 | 加仓 |
| IVV | ISHARES TR | $156.89亿 | 10.64% | 24,018,496 | 1,025,490 | 4.5% | $6.70亿 | 加仓 |