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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $1.13亿 | 0.07% | 623,821 | 53,124 | 9.3% | $961.07万 | 加仓 |
| UNP | UNION PAC CORP | $1.15亿 | 0.07% | 423,620 | 12,966 | 3.2% | $352.67万 | 加仓 |
| DEM | WISDOMTREE TR | $1.15亿 | 0.07% | 2,144,092 | -21,295 | -1.0% | -$114.55万 | 减仓 |
| AMLP | ALPS ETF TR | $1.15亿 | 0.07% | 2,225,589 | -21,482 | -1.0% | -$111.38万 | 减仓 |
| APH | AMPHENOL CORP | $1.17亿 | 0.07% | 664,219 | 23,147 | 3.6% | $408.13万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.18亿 | 0.07% | 184,095 | 52,446 | 39.8% | $3,349.83万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1.19亿 | 0.07% | 1,307,637 | 156,564 | 13.6% | $1,420.66万 | 加仓 |
| ASML | ASML HLDG NV | $1.19亿 | 0.07% | 59,795 | 7,939 | 15.3% | $1,579.43万 | 加仓 |
| WFC | WELLS FARGO & CO | $1.19亿 | 0.07% | 1,444,769 | 123,669 | 9.4% | $1,022.00万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1.20亿 | 0.07% | 938,149 | -31,331 | -3.2% | -$401.29万 | 减仓 |
| NFLX | NETFLIX INC. | $1.20亿 | 0.07% | 1,684,099 | -3,386 | -0.2% | -$24.18万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1.21亿 | 0.07% | 783,926 | 48,758 | 6.6% | $752.29万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.22亿 | 0.07% | 2,760,133 | 74 | 0.0% | $3,283 | 加仓 |
| IWD | ISHARES TR | $1.23亿 | 0.07% | 509,090 | -27,801 | -5.2% | -$673.98万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.25亿 | 0.07% | 1,497,894 | 27,009 | 1.8% | $226.20万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $1.26亿 | 0.07% | 1,701,158 | -59,028 | -3.4% | -$438.61万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1.27亿 | 0.07% | 1,389,067 | -21,854 | -1.5% | -$200.27万 | 减仓 |
| DLN | WISDOMTREE TR | $1.29亿 | 0.08% | 1,339,092 | -28,648 | -2.1% | -$275.94万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1.29亿 | 0.08% | 379,160 | -24,618 | -6.1% | -$839.52万 | 减仓 |
| GEV | GE VERNOVA INC | $1.31亿 | 0.08% | 111,352 | 8,008 | 7.7% | $940.83万 | 加仓 |
| RTX | RTX CORPORATION | $1.31亿 | 0.08% | 691,086 | 46,443 | 7.2% | $881.16万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $1.32亿 | 0.08% | 1,598,757 | 25,715 | 1.6% | $211.74万 | 加仓 |
| REET | ISHARES TR | $1.33亿 | 0.08% | 4,800,308 | -318,941 | -6.2% | -$880.92万 | 减仓 |
| GE | GE AEROSPACE | $1.35亿 | 0.08% | 360,728 | 24,726 | 7.4% | $924.09万 | 加仓 |
| IEI | ISHARES TR | $1.35亿 | 0.08% | 1,147,868 | -28,969 | -2.5% | -$340.24万 | 减仓 |
| SNDK | SANDISK CORP | $1.36亿 | 0.08% | 59,617 | 26,250 | 78.7% | $5,968.57万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.36亿 | 0.08% | 177,647 | -10,803 | -5.7% | -$824.42万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $1.36亿 | 0.08% | 2,829,312 | -109,659 | -3.7% | -$527.68万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $1.39亿 | 0.08% | 3,852,974 | -46,174 | -1.2% | -$166.50万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1.40亿 | 0.08% | 1,585,590 | 115,286 | 7.8% | $1,020.74万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.45亿 | 0.08% | 349,810 | 43,160 | 14.1% | $1,793.86万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1.50亿 | 0.09% | 4,737,864 | 339,826 | 7.7% | $1,077.59万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.51亿 | 0.09% | 149,075 | 10,998 | 8.0% | $1,112.31万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1.51亿 | 0.09% | 891,449 | 63,340 | 7.6% | $1,076.02万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.52亿 | 0.09% | 296,884 | 14,621 | 5.2% | $750.94万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.53亿 | 0.09% | 545,121 | 47,160 | 9.5% | $1,326.19万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.58亿 | 0.09% | 954,599 | 54,075 | 6.0% | $896.35万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1.59亿 | 0.09% | 1,330,391 | 51,967 | 4.1% | $621.11万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1.60亿 | 0.09% | 2,776,196 | -26,425 | -0.9% | -$152.39万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.63亿 | 0.10% | 218 | -7 | -3.1% | -$524.00万 | 减仓 |
| ORCL | ORACLE CORP | $1.65亿 | 0.10% | 1,126,280 | 60,155 | 5.6% | $881.57万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1.66亿 | 0.10% | 236,181 | -12,500 | -5.0% | -$879.18万 | 减仓 |
| IWM | ISHARES TR | $1.69亿 | 0.10% | 561,917 | -8,958 | -1.6% | -$269.14万 | 减仓 |
| KLAC | KLA CORP | $1.73亿 | 0.10% | 573,640 | 10,880 | 1.9% | $328.26万 | 加仓 |
| MRK | MERCK & CO INC | $1.74亿 | 0.10% | 1,354,765 | 46,468 | 3.6% | $597.11万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.83亿 | 0.11% | 3,381,003 | -33,818 | -1.0% | -$182.68万 | 减仓 |
| IJR | ISHARES TR | $1.86亿 | 0.11% | 1,251,825 | -5,051 | -0.4% | -$74.91万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $1.94亿 | 0.11% | 1,465,297 | 7,469 | 0.5% | $98.77万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.94亿 | 0.11% | 2,251,293 | 85,677 | 4.0% | $738.02万 | 加仓 |
| KO | COCA COLA CO | $1.95亿 | 0.11% | 2,398,911 | 77,242 | 3.3% | $627.75万 | 加仓 |
| DOL | WISDOMTREE TR | $2.00亿 | 0.12% | 2,688,178 | -8,752 | -0.3% | -$65.08万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2.04亿 | 0.12% | 935,349 | 32,566 | 3.6% | $709.71万 | 加仓 |
| EFA | ISHARES TR | $2.12亿 | 0.12% | 2,039,695 | -47,658 | -2.3% | -$495.07万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $2.12亿 | 0.12% | 5,873,670 | -119,304 | -2.0% | -$431.05万 | 减仓 |
| INTC | INTEL CORP | $2.15亿 | 0.13% | 1,541,526 | 93,442 | 6.5% | $1,304.73万 | 加仓 |
| BAC | BANK OF AMER CORP | $2.20亿 | 0.13% | 3,866,843 | 204,124 | 5.6% | $1,163.10万 | 加仓 |
| HD | HOME DEPOT INC | $2.30亿 | 0.13% | 653,261 | 32,225 | 5.2% | $1,136.51万 | 加仓 |
| IWF | ISHARES TR | $2.32亿 | 0.14% | 1,869,072 | -16,316 | -0.9% | -$202.60万 | 减仓 |
| CSCO | CISCO SYS INC | $2.37亿 | 0.14% | 2,019,639 | 112,450 | 5.9% | $1,320.84万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2.47亿 | 0.14% | 1,682,966 | -11,023 | -0.7% | -$161.64万 | 减仓 |
| DGS | WISDOMTREE TR | $2.56亿 | 0.15% | 3,960,885 | -247,363 | -5.9% | -$1,600.69万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $2.57亿 | 0.15% | 7,674,046 | -301,397 | -3.8% | -$1,008.47万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2.57亿 | 0.15% | 2,010,520 | -139,655 | -6.5% | -$1,784.93万 | 减仓 |
| IEFA | ISHARES TR | $2.62亿 | 0.15% | 2,717,102 | -36,020 | -1.3% | -$347.88万 | 减仓 |
| IWB | ISHARES TR | $2.67亿 | 0.16% | 651,215 | 8,922 | 1.4% | $365.36万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2.68亿 | 0.16% | 4,865,323 | -87,422 | -1.8% | -$480.91万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $2.71亿 | 0.16% | 1,102,341 | -35,196 | -3.1% | -$866.56万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2.72亿 | 0.16% | 3,321,135 | -35,884 | -1.1% | -$294.03万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.83亿 | 0.17% | 1,196,126 | -8,796 | -0.7% | -$208.13万 | 减仓 |
| ABBV | ABBVIE INC | $2.83亿 | 0.17% | 1,126,243 | 22,753 | 2.1% | $572.56万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2.87亿 | 0.17% | 306,789 | 5,556 | 1.8% | $519.75万 | 加仓 |
| WMT | WALMART INC | $2.88亿 | 0.17% | 2,546,299 | -5,273 | -0.2% | -$59.72万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2.94亿 | 0.17% | 2,768,104 | -221,175 | -7.4% | -$2,351.31万 | 减仓 |
| V | VISA INC | $3.07亿 | 0.18% | 893,823 | 82,141 | 10.1% | $2,818.17万 | 加仓 |
| — | EXXON MOBIL CORP | $3.12亿 | 0.18% | 2,283,468 | 48,499 | 2.2% | $663.08万 | 加仓 |
| SCZ | ISHARES TR | $3.13亿 | 0.18% | 3,798,676 | -125,694 | -3.2% | -$1,034.08万 | 减仓 |
| SUB | ISHARES TR | $3.15亿 | 0.18% | 2,954,555 | 49,703 | 1.7% | $529.19万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3.16亿 | 0.18% | 728,684 | 14,182 | 2.0% | $614.55万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.38亿 | 0.20% | 707,850 | 69,334 | 10.9% | $3,311.19万 | 加仓 |
| ITOT | ISHARES TR | $3.39亿 | 0.20% | 2,063,768 | 14,398 | 0.7% | $236.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3.52亿 | 0.21% | 1,384,963 | 43,682 | 3.3% | $1,109.39万 | 加仓 |
| IJH | ISHARES TR | $3.77亿 | 0.22% | 4,887,959 | 49,410 | 1.0% | $381.00万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $3.85亿 | 0.23% | 4,244,480 | 118,053 | 2.9% | $1,071.80万 | 加仓 |
| CAT | CATERPILLAR INC | $4.04亿 | 0.24% | 379,703 | 13,934 | 3.8% | $1,483.83万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4.47亿 | 0.26% | 769,530 | 38,297 | 5.2% | $2,224.71万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $4.65亿 | 0.27% | 19,656,745 | -701,158 | -3.4% | -$1,660.34万 | 减仓 |
| TSLA | TESLA INC | $4.75亿 | 0.28% | 1,130,268 | 75,440 | 7.2% | $3,173.01万 | 加仓 |
| AMAT | APPLIED MATLS INC | $4.83亿 | 0.28% | 667,761 | 33,123 | 5.2% | $2,394.79万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5.19亿 | 0.30% | 449,717 | 46,410 | 11.5% | $5,357.06万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5.21亿 | 0.30% | 1,591,305 | 47,837 | 3.1% | $1,565.85万 | 加仓 |
| LLY | ELI LILLY & CO | $5.35亿 | 0.31% | 445,706 | 25,071 | 6.0% | $3,007.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5.40亿 | 0.32% | 733,485 | 15,167 | 2.1% | $1,116.90万 | 加仓 |
| META | META PLATFORMS INC | $5.76亿 | 0.34% | 1,022,780 | 75,034 | 7.9% | $4,226.59万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $6.06亿 | 0.35% | 3,834,889 | -4,263 | -0.1% | -$67.37万 | 减仓 |
| VB | VANGUARD INDEX FDS | $6.13亿 | 0.36% | 2,021,950 | -13,686 | -0.7% | -$414.85万 | 减仓 |
| GOOG | ALPHABET INC | $6.82亿 | 0.40% | 1,931,002 | 106,852 | 5.9% | $3,775.40万 | 加仓 |
| AVGO | BROADCOM INC | $7.24亿 | 0.42% | 1,917,351 | 115,457 | 6.4% | $4,361.39万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $7.65亿 | 0.45% | 21,086,695 | -671,447 | -3.1% | -$2,434.67万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $9.30亿 | 0.54% | 13,305,154 | -216,333 | -1.6% | -$1,512.17万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $10.65亿 | 0.62% | 17,840,334 | -380,872 | -2.1% | -$2,273.43万 | 减仓 |