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 |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | $10.70亿 | 0.63% | 29,016,208 | -415,802 | -1.4% | -$1,533.06万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $11.08亿 | 0.65% | 21,397,101 | -373,978 | -1.7% | -$1,936.46万 | 减仓 |
| AMZN | AMAZON COM INC | $11.19亿 | 0.65% | 4,694,102 | 379,978 | 8.8% | $9,056.40万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $11.37亿 | 0.66% | 1,655,904 | 37,771 | 2.3% | $2,594.15万 | 加仓 |
| GOOGL | ALPHABET INC | $11.44亿 | 0.67% | 3,202,466 | 251,238 | 8.5% | $8,978.49万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $11.76亿 | 0.69% | 12,196,894 | -363,691 | -2.9% | -$3,507.07万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $12.39亿 | 0.72% | 21,003,636 | 1,803,611 | 9.4% | $1.06亿 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $12.75亿 | 0.75% | 46,025,845 | -1,108,998 | -2.4% | -$3,071.92万 | 减仓 |
| AGG | ISHARES TR | $13.50亿 | 0.79% | 13,634,358 | -392,049 | -2.8% | -$3,880.50万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $13.82亿 | 0.81% | 27,320,238 | -211,850 | -0.8% | -$1,071.54万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.25亿 | 0.83% | 2,847,386 | 9,542 | 0.3% | $477.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $15.50亿 | 0.91% | 4,155,769 | 285,189 | 7.4% | $1.06亿 | 加仓 |
| MUB | ISHARES TR | $15.93亿 | 0.93% | 14,801,826 | 434,348 | 3.0% | $4,674.45万 | 加仓 |
| IDEV | ISHARES TR | $16.69亿 | 0.98% | 18,754,418 | -338,533 | -1.8% | -$3,013.28万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $16.90亿 | 0.99% | 56,313,973 | 3,244,562 | 6.1% | $9,736.93万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.12亿 | 1.29% | 2,961,460 | 5,454 | 0.2% | $407.29万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $22.48亿 | 1.31% | 6,075,603 | -45,107 | -0.7% | -$1,669.14万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $22.80亿 | 1.33% | 51,785,146 | 3,823,420 | 8.0% | $1.68亿 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $22.91亿 | 1.34% | 27,823,389 | 1,592,411 | 6.1% | $1.31亿 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $23.02亿 | 1.35% | 27,848,061 | 825,244 | 3.1% | $6,820.64万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $23.99亿 | 1.40% | 81,513,814 | -756,223 | -0.9% | -$2,225.56万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $26.29亿 | 1.54% | 25,514,696 | 1,734,847 | 7.3% | $1.79亿 | 加仓 |
| VO | VANGUARD INDEX FDS | $26.36亿 | 1.54% | 32,713,198 | -530,358 | -1.6% | -$4,273.09万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $26.95亿 | 1.58% | 21,603,359 | 1,407,868 | 7.0% | $1.76亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $29.40亿 | 1.72% | 14,693,402 | 1,158,089 | 8.6% | $2.32亿 | 加仓 |
| SPYM | SPDR SERIES TRUST | $31.08亿 | 1.82% | 35,366,422 | 1,707,394 | 5.1% | $1.50亿 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $34.15亿 | 2.00% | 43,838,959 | 6,454,168 | 17.3% | $5.03亿 | 加仓 |
| AAPL | APPLE INC | $35.90亿 | 2.10% | 12,407,426 | 278,027 | 2.3% | $8,044.99万 | 加仓 |
| VV | VANGUARD INDEX FDS | $41.41亿 | 2.42% | 12,039,581 | -222,950 | -1.8% | -$7,667.47万 | 减仓 |
| IEMG | ISHARES INC | $65.40亿 | 3.82% | 78,943,848 | 1,288,994 | 1.7% | $1.07亿 | 加仓 |
| SPMD | SPDR SERIES TRUST | $68.40亿 | 4.00% | 101,248,410 | 4,607,251 | 4.8% | $3.11亿 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $72.78亿 | 4.25% | 144,440,101 | 10,619,036 | 7.9% | $5.35亿 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $83.35亿 | 4.87% | 116,981,979 | -3,436,418 | -2.9% | -$2.45亿 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $95.93亿 | 5.61% | 130,673,715 | 9,288,309 | 7.7% | $6.82亿 | 加仓 |
| IVV | ISHARES TR | $184.30亿 | 10.77% | 24,609,695 | 591,199 | 2.5% | $4.43亿 | 加仓 |