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 |
|---|---|---|---|---|---|---|---|---|
| RIO | RIO TINTO PLC | $5,204.78万 | 0.03% | 548,276 | 42,834 | 8.5% | $406.62万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $5,235.11万 | 0.03% | 414,367 | 4,976 | 1.2% | $62.87万 | 加仓 |
| WELL | WELLTOWER INC | $5,247.45万 | 0.03% | 231,196 | 11,122 | 5.1% | $252.44万 | 加仓 |
| CRM | SALESFORCE INC | $5,273.56万 | 0.03% | 336,625 | -47,961 | -12.5% | -$751.36万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $5,291.27万 | 0.03% | 103,891 | 28,226 | 37.3% | $1,437.58万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $5,309.81万 | 0.03% | 426,697 | 140,331 | 49.0% | $1,746.28万 | 加仓 |
| SNPS | SYNOPSYS INC | $5,312.63万 | 0.03% | 119,098 | 47,488 | 66.3% | $2,118.31万 | 加仓 |
| C | CITIGROUP INC | $5,359.63万 | 0.03% | 382,940 | 13,654 | 3.7% | $191.10万 | 加仓 |
| SHOP | SHOPIFY INC | $5,364.55万 | 0.03% | 469,832 | 29,506 | 6.7% | $336.90万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $5,435.11万 | 0.03% | 270,916 | 44,156 | 19.5% | $885.86万 | 加仓 |
| LOW | LOWES COS INC | $5,435.83万 | 0.03% | 246,534 | -29,135 | -10.6% | -$642.40万 | 减仓 |
| DES | WISDOMTREE TR | $5,449.64万 | 0.03% | 1,339,636 | -7,654 | -0.6% | -$31.14万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $5,468.65万 | 0.03% | 137,514 | 11,839 | 9.4% | $470.81万 | 加仓 |
| PSX | PHILLIPS 66 | $5,654.01万 | 0.03% | 334,458 | 27,425 | 8.9% | $463.62万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $5,660.42万 | 0.03% | 1,407,715 | -33,192 | -2.3% | -$133.47万 | 减仓 |
| MGK | VANGUARD WORLD FD | $5,738.57万 | 0.03% | 652,778 | -20,117 | -3.0% | -$176.85万 | 减仓 |
| MCK | MCKESSON CORP | $5,762.09万 | 0.03% | 76,258 | -2,794 | -3.5% | -$211.12万 | 减仓 |
| DOV | DOVER CORP | $5,789.22万 | 0.03% | 258,125 | -4,760 | -1.8% | -$106.76万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $5,883.62万 | 0.03% | 112,629 | 2,378 | 2.2% | $124.22万 | 加仓 |
| SBUX | STARBUCKS CORP | $5,918.73万 | 0.03% | 579,189 | 71,097 | 14.0% | $726.54万 | 加仓 |
| IAU | ISHARES GOLD TR | $5,983.95万 | 0.03% | 792,471 | -28,692 | -3.5% | -$216.65万 | 减仓 |
| SO | SOUTHERN CO | $5,984.81万 | 0.03% | 625,306 | 35,749 | 6.1% | $342.15万 | 加仓 |
| SNOW | SNOWFLAKE INC | $6,027.53万 | 0.04% | 236,839 | -525 | -0.2% | -$13.36万 | 减仓 |
| IWP | ISHARES TR | $6,081.85万 | 0.04% | 415,398 | -7,988 | -1.9% | -$116.95万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $6,086.02万 | 0.04% | 181,770 | 11,762 | 6.9% | $393.82万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $6,125.20万 | 0.04% | 686,681 | 69,105 | 11.2% | $616.42万 | 加仓 |
| BE | BLOOM ENERGY CORP | $6,145.74万 | 0.04% | 203,031 | 31,745 | 18.5% | $960.92万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,145.82万 | 0.04% | 288,848 | 10,106 | 3.6% | $215.03万 | 加仓 |
| ESGD | ISHARES TR | $6,147.54万 | 0.04% | 597,951 | 2,221 | 0.4% | $22.83万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $6,202.14万 | 0.04% | 453,339 | 53,344 | 13.3% | $729.80万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $6,223.35万 | 0.04% | 167,931 | -7,270 | -4.1% | -$269.42万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $6,306.50万 | 0.04% | 498,222 | 54,240 | 12.2% | $686.57万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $6,341.86万 | 0.04% | 127,672 | 18,148 | 16.6% | $901.47万 | 加仓 |
| MO | ALTRIA GROUP INC | $6,382.68万 | 0.04% | 887,099 | 55,468 | 6.7% | $399.09万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $6,392.66万 | 0.04% | 1,836,443 | -82,551 | -4.3% | -$287.36万 | 减仓 |
| SDY | SPDR SERIES TRUST | $6,451.66万 | 0.04% | 423,949 | -15,247 | -3.5% | -$232.03万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $6,458.56万 | 0.04% | 1,571,427 | -50,590 | -3.1% | -$207.92万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $6,467.95万 | 0.04% | 1,527,622 | 131,390 | 9.4% | $556.31万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $6,532.45万 | 0.04% | 416,213 | 39,166 | 10.4% | $614.71万 | 加仓 |
| CMI | CUMMINS INC | $6,543.23万 | 0.04% | 91,743 | 7,006 | 8.3% | $499.68万 | 加仓 |
| RY | ROYAL BK CDA | $6,547.40万 | 0.04% | 316,346 | 20,439 | 6.9% | $423.03万 | 加仓 |
| LIN | LINDE PLC | $6,580.85万 | 0.04% | 126,813 | 19,111 | 17.7% | $991.75万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $6,668.40万 | 0.04% | 2,450,717 | 86,346 | 3.7% | $234.95万 | 加仓 |
| DE | DEERE & CO | $6,677.95万 | 0.04% | 105,275 | 1,210 | 1.2% | $76.75万 | 加仓 |
| FTNT | FORTINET INC | $6,716.21万 | 0.04% | 437,197 | 36,931 | 9.2% | $567.33万 | 加仓 |
| IWO | ISHARES TR | $6,731.87万 | 0.04% | 170,877 | -4,547 | -2.6% | -$179.13万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $6,776.15万 | 0.04% | 2,178,826 | 9,654 | 0.4% | $30.02万 | 加仓 |
| FIX | COMFORT SYS USA INC | $6,835.31万 | 0.04% | 34,488 | 2,144 | 6.6% | $424.93万 | 加仓 |
| PLD | PROLOGIS INC. | $6,852.04万 | 0.04% | 505,797 | 41,948 | 9.0% | $568.27万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $6,888.61万 | 0.04% | 746,571 | 6,854 | 0.9% | $63.24万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,892.11万 | 0.04% | 137,468 | 8,120 | 6.3% | $407.10万 | 加仓 |
| ADI | ANALOG DEVICES INC | $7,035.65万 | 0.04% | 177,145 | 10,524 | 6.3% | $417.98万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $7,082.33万 | 0.04% | 721,215 | 16,937 | 2.4% | $166.32万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $7,176.21万 | 0.04% | 74,365 | 11,630 | 18.5% | $1,122.29万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $7,186.44万 | 0.04% | 241,245 | -2,709 | -1.1% | -$80.70万 | 减仓 |
| CB | CHUBB LIMITED | $7,337.07万 | 0.04% | 215,327 | 7,425 | 3.6% | $253.00万 | 加仓 |
| IGOV | ISHARES TR | $7,409.66万 | 0.04% | 1,805,912 | 276,811 | 18.1% | $1,135.76万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $7,449.67万 | 0.04% | 1,280,012 | -83,179 | -6.1% | -$484.10万 | 减仓 |
| LQD | ISHARES TR | $7,562.71万 | 0.04% | 693,381 | 152,227 | 28.1% | $1,660.34万 | 加仓 |
| DIS | DISNEY WALT CO | $7,806.43万 | 0.05% | 811,058 | 122,395 | 17.8% | $1,178.05万 | 加仓 |
| GLD | SPDR GOLD TR | $8,126.02万 | 0.05% | 220,588 | 2,762 | 1.3% | $101.75万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $8,139.23万 | 0.05% | 697,629 | -16,745 | -2.3% | -$195.36万 | 减仓 |
| EMXC | ISHARES INC | $8,141.35万 | 0.05% | 795,831 | -9,942 | -1.2% | -$101.71万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $8,307.83万 | 0.05% | 341,900 | 26,800 | 8.5% | $651.21万 | 加仓 |
| TJX | TJX COS INC NEW | $8,340.66万 | 0.05% | 550,539 | -1,744 | -0.3% | -$26.42万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $8,388.83万 | 0.05% | 194,429 | -32,379 | -14.3% | -$1,397.02万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $8,444.61万 | 0.05% | 2,410,679 | -16,185 | -0.7% | -$56.70万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $8,485.11万 | 0.05% | 2,187,449 | -25,468 | -1.2% | -$98.79万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $8,497.22万 | 0.05% | 993,943 | 46,624 | 4.9% | $398.59万 | 加仓 |
| NVS | NOVARTIS AG | $8,567.25万 | 0.05% | 546,659 | 17,845 | 3.4% | $279.67万 | 加仓 |
| DON | WISDOMTREE TR | $8,570.17万 | 0.05% | 1,516,308 | -1,939 | -0.1% | -$10.96万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $8,603.95万 | 0.05% | 891,693 | -27,886 | -3.0% | -$269.07万 | 减仓 |
| ESML | ISHARES TR | $8,893.07万 | 0.05% | 1,590,035 | 21,753 | 1.4% | $121.66万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $9,019.46万 | 0.05% | 1,998,994 | 102,716 | 5.4% | $463.45万 | 加仓 |
| GLW | CORNING INC | $9,030.78万 | 0.05% | 353,552 | 24,907 | 7.6% | $636.20万 | 加仓 |
| TXN | TEXAS INSTRS INC | $9,115.48万 | 0.05% | 305,817 | 30,736 | 11.2% | $916.15万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $9,180.72万 | 0.05% | 1,045,998 | -1,899 | -0.2% | -$16.67万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $9,193.16万 | 0.05% | 465,241 | 31,536 | 7.3% | $623.15万 | 加仓 |
| IVW | ISHARES TR | $9,237.16万 | 0.05% | 671,647 | -1,709 | -0.3% | -$23.50万 | 减仓 |
| BA | BOEING CO | $9,301.40万 | 0.05% | 429,686 | 37,938 | 9.7% | $821.24万 | 加仓 |
| AMGN | AMGEN INC | $9,348.89万 | 0.05% | 258,171 | 11,257 | 4.6% | $407.64万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $9,415.39万 | 0.06% | 278,355 | 37,125 | 15.4% | $1,255.76万 | 加仓 |
| MLPA | GLOBAL X FDS | $9,423.11万 | 0.06% | 1,775,266 | -60,230 | -3.3% | -$319.70万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $9,542.24万 | 0.06% | 187,302 | 17,979 | 10.6% | $915.95万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $9,558.38万 | 0.06% | 3,300,545 | 103,480 | 3.2% | $299.68万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $9,607.31万 | 0.06% | 807,405 | 79,703 | 11.0% | $948.39万 | 加仓 |
| QCOM | QUALCOMM INC | $9,973.73万 | 0.06% | 539,733 | 29,940 | 5.9% | $553.26万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $1.01亿 | 0.06% | 1,501,752 | -246,483 | -14.1% | -$1,657.35万 | 减仓 |
| IWR | ISHARES TR | $1.03亿 | 0.06% | 936,524 | -20,701 | -2.2% | -$228.37万 | 减仓 |
| ETN | EATON CORP PLC | $1.05亿 | 0.06% | 246,115 | 814 | 0.3% | $34.69万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1.05亿 | 0.06% | 1,371,285 | 242,860 | 21.5% | $1,862.74万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $1.08亿 | 0.06% | 4,593,718 | -145,461 | -3.1% | -$340.96万 | 减仓 |
| MS | MORGAN STANLEY | $1.09亿 | 0.06% | 522,699 | 42,155 | 8.8% | $881.21万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1.10亿 | 0.06% | 3,250,027 | -37,267 | -1.1% | -$126.11万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.10亿 | 0.06% | 1,395,017 | 69,767 | 5.3% | $551.37万 | 加仓 |
| IAGG | ISHARES TR | $1.10亿 | 0.06% | 2,181,893 | -196,213 | -8.3% | -$992.84万 | 减仓 |
| ESGE | ISHARES INC | $1.11亿 | 0.06% | 2,026,010 | 11,808 | 0.6% | $64.58万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1.11亿 | 0.06% | 583,125 | 33,066 | 6.0% | $629.97万 | 加仓 |
| MCD | MCDONALDS CORP | $1.12亿 | 0.07% | 414,358 | -31,483 | -7.1% | -$851.02万 | 减仓 |
| PEP | PEPSICO INC | $1.12亿 | 0.07% | 827,634 | -58,152 | -6.6% | -$787.38万 | 减仓 |