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 |
|---|---|---|---|---|---|---|---|---|
| THRY | THRYV HLDGS INC | $10.38万 | 0.00% | 26,351 | 26,351 | — | $10.38万 | 新建仓 |
| RWT | REDWOOD TRUST INC | $10.59万 | 0.00% | 22,332 | 3,416 | 18.1% | $1.62万 | 加仓 |
| — | TILRAY BRANDS INC | $10.69万 | 0.00% | 23,815 | -2,696 | -10.2% | -$1.21万 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $10.71万 | 0.00% | 19,651 | -3,756 | -16.0% | -$2.05万 | 减仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $10.74万 | 0.00% | 23,103 | -28,692 | -55.4% | -$13.34万 | 减仓 |
| GEVO | GEVO INC | $10.79万 | 0.00% | 71,912 | 32,048 | 80.4% | $4.81万 | 加仓 |
| PSEC | PROSPECT CAP CORP | $10.82万 | 0.00% | 46,845 | -135,508 | -74.3% | -$31.30万 | 减仓 |
| AURA | AURA BIOSCIENCES INC | $10.99万 | 0.00% | 15,472 | 1,399 | 9.9% | $9,933 | 加仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $11.02万 | 0.00% | 11,781 | -8,392 | -41.6% | -$7.85万 | 减仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $11.11万 | 0.00% | 39,273 | 12,888 | 48.8% | $3.65万 | 加仓 |
| TRLV | TRULIEVE CANNABIS CORP | $11.16万 | 0.00% | 11,348 | 11,348 | — | $11.16万 | 新建仓 |
| VG | VENTURE GLOBAL INC | $11.24万 | 0.00% | 10,096 | 10,096 | — | $11.24万 | 新建仓 |
| — | BIGBEAR AI HLDGS INC | $11.24万 | 0.00% | 316,629 | 5,000 | 1.6% | $1,775 | 加仓 |
| — | INVESCO ADVANTAGE MUN INCOME | $11.52万 | 0.00% | 12,156 | 126 | 1.0% | $1,195 | 加仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $11.58万 | 0.00% | 11,755 | 11,755 | — | $11.58万 | 新建仓 |
| NUS | NU SKIN ENTERPRISES INC | $11.67万 | 0.00% | 22,100 | -147,135 | -86.9% | -$77.69万 | 减仓 |
| — | TIDAL TRUST II | $11.71万 | 0.00% | 14,490 | 847 | 6.2% | $6,844 | 加仓 |
| QUAD | QUAD / GRAPHICS INC | $11.75万 | 0.00% | 13,938 | 1,079 | 8.4% | $9,096 | 加仓 |
| IHS | IHS HOLDING LIMITED | $11.84万 | 0.00% | 14,369 | 3,520 | 32.4% | $2.90万 | 加仓 |
| EGHT | 8X8 INC NEW | $11.89万 | 0.00% | 69,544 | -47,679 | -40.7% | -$8.15万 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $11.90万 | 0.00% | 10,896 | -6,585 | -37.7% | -$7.19万 | 减仓 |
| IHRT | IHEARTMEDIA INC | $11.95万 | 0.00% | 27,861 | 11,479 | 70.1% | $4.92万 | 加仓 |
| — | NANOVIRICIDES INC | $11.97万 | 0.00% | 86,761 | 86,761 | — | $11.97万 | 新建仓 |
| — | NUVEEN NY AMT FREE | $12.09万 | 0.00% | 11,281 | -5,358 | -32.2% | -$5.74万 | 减仓 |
| — | PUTNAM ETF TRUST | $12.20万 | 0.00% | 15,310 | 4,624 | 43.3% | $3.69万 | 加仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $12.27万 | 0.00% | 42,450 | 42,450 | — | $12.27万 | 新建仓 |
| — | PUTNAM ETF TRUST | $12.31万 | 0.00% | 15,529 | 2,368 | 18.0% | $1.88万 | 加仓 |
| — | CREDIT SUISSE HIGH YIELD CRE | $12.32万 | 0.00% | 69,208 | 0 | 0.0% | — | 不变 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $12.45万 | 0.00% | 15,765 | -831 | -5.0% | -$6,565 | 减仓 |
| — | AIRSHIP AI HLDGS INC | $12.47万 | 0.00% | 52,165 | -1,003 | -1.9% | -$2,397 | 减仓 |
| — | BAKKT INC | $12.47万 | 0.00% | 15,966 | 15,966 | — | $12.47万 | 新建仓 |
| CCU | COMPANIA CERVECERIAS UNIDAS | $12.48万 | 0.00% | 11,146 | 11,146 | — | $12.48万 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP | $12.54万 | 0.00% | 24,077 | -19,141 | -44.3% | -$9.97万 | 减仓 |
| — | OPEN LENDING CORP | $12.56万 | 0.00% | 40,372 | 40,372 | — | $12.56万 | 新建仓 |
| IQ | IQIYI INC | $12.57万 | 0.00% | 120,913 | 94,487 | 357.6% | $9.83万 | 加仓 |
| — | XUNLEI LTD | $12.61万 | 0.00% | 22,540 | 7,866 | 53.6% | $4.40万 | 重新持有 |
| RLX | RLX TECHNOLOGY INC | $12.62万 | 0.00% | 66,409 | 0 | 0.0% | — | 不变 |
| ABEO | ABEONA THERAPEUTICS INC | $12.67万 | 0.00% | 20,503 | 20,503 | — | $12.67万 | 新建仓 |
| OFIX | ORTHOFIX MED INC | $12.71万 | 0.00% | 13,911 | -75,823 | -84.5% | -$69.30万 | 减仓 |
| FPI | FARMLAND PARTNERS INC | $12.72万 | 0.00% | 13,139 | -20,559 | -61.0% | -$19.90万 | 减仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $12.72万 | 0.00% | 46,768 | 180 | 0.4% | $490 | 加仓 |
| — | KKR INCOME OPPORTUNITIES FD | $12.73万 | 0.00% | 11,306 | 11,306 | — | $12.73万 | 新建仓 |
| BVS | BIOVENTUS INC | $12.97万 | 0.00% | 13,739 | 1,310 | 10.5% | $1.24万 | 加仓 |
| TMC | TMC THE METALS COMPANY INC | $13.06万 | 0.00% | 29,485 | 7,306 | 32.9% | $3.24万 | 加仓 |
| SB | SAFE BULKERS INC | $13.08万 | 0.00% | 20,730 | -1,913 | -8.4% | -$1.21万 | 减仓 |
| GROY | GOLD ROYALTY CORP | $13.10万 | 0.00% | 47,446 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC 看跌期权 | $13.15万 | 0.00% | 4,100 | 4,100 | — | $13.15万 | 新建仓 |
| GDRX | GOODRX HLDGS INC | $13.18万 | 0.00% | 45,767 | 22,143 | 93.7% | $6.38万 | 加仓 |
| AIV | APARTMENT INVT & MGMT CO | $13.34万 | 0.00% | 44,924 | 34,258 | 321.2% | $10.17万 | 加仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $13.40万 | 0.00% | 25,435 | 3,826 | 17.7% | $2.02万 | 加仓 |
| SERV | SERVE ROBOTICS INC | $13.41万 | 0.00% | 20,385 | -274 | -1.3% | -$1,803 | 减仓 |
| SSP | SCRIPPS E W CO OHIO | $13.45万 | 0.00% | 48,547 | -6,852 | -12.4% | -$1.90万 | 减仓 |
| — | GENELUX CORPORATION | $13.48万 | 0.00% | 44,794 | -778 | -1.7% | -$2,342 | 减仓 |
| — | HIREQUEST INC | $13.53万 | 0.00% | 10,776 | -1,444 | -11.8% | -$1.81万 | 减仓 |
| SITC | SITE CTRS CORP | $13.58万 | 0.00% | 34,201 | -4,413 | -11.4% | -$1.75万 | 减仓 |
| GRFS | GRIFOLS S A | $13.63万 | 0.00% | 19,256 | -1,298 | -6.3% | -$9,190 | 减仓 |
| OIH | VANECK ETF TRUST 看涨期权 | $13.69万 | 0.00% | 3,400 | 3,400 | — | $13.69万 | 新建仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $13.73万 | 0.00% | 12,362 | 1,369 | 12.5% | $1.52万 | 加仓 |
| DQ | DAQO NEW ENERGY CORP | $13.89万 | 0.00% | 10,375 | 10,375 | — | $13.89万 | 新建仓 |
| NB | NIOCORP DEVS LTD | $13.93万 | 0.00% | 28,890 | 1,554 | 5.7% | $7,490 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $14.01万 | 0.00% | 17,277 | -663 | -3.7% | -$5,377 | 减仓 |
| NOAH | NOAH HLDGS LTD | $14.24万 | 0.00% | 14,258 | 4,047 | 39.6% | $4.04万 | 加仓 |
| URG | UR-ENERGY INC | $14.31万 | 0.00% | 105,207 | 58,944 | 127.4% | $8.02万 | 加仓 |
| — | CARECLOUD INC | $14.41万 | 0.00% | 67,964 | -542 | -0.8% | -$1,149 | 减仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $14.42万 | 0.00% | 15,458 | -2,000 | -11.5% | -$1.87万 | 减仓 |
| BOC | BOSTON OMAHA CORP | $14.63万 | 0.00% | 10,726 | -3,495 | -24.6% | -$4.77万 | 重新持有 |
| GSM | FERROGLOBE PLC | $14.66万 | 0.00% | 46,111 | 25,605 | 124.9% | $8.14万 | 加仓 |
| PAYO | PAYONEER GLOBAL INC | $14.67万 | 0.00% | 20,598 | 807 | 4.1% | $5,746 | 加仓 |
| EFC | ELLINGTON FINANCIAL INC | $14.68万 | 0.00% | 10,784 | 29 | 0.3% | $395 | 加仓 |
| EDIT | EDITAS MEDICINE INC | $14.77万 | 0.00% | 45,572 | 22,488 | 97.4% | $7.29万 | 加仓 |
| ATOM | ATOMERA INC | $14.79万 | 0.00% | 16,981 | 16,981 | — | $14.79万 | 新建仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $14.79万 | 0.00% | 102,020 | 56,456 | 123.9% | $8.19万 | 加仓 |
| NCMI | NATIONAL CINEMEDIA INC | $14.87万 | 0.00% | 39,143 | -10,502 | -21.2% | -$3.99万 | 减仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $15.03万 | 0.00% | 14,914 | 772 | 5.5% | $7,782 | 重新持有 |
| — | LANDS END INC NEW | $15.09万 | 0.00% | 14,398 | -926 | -6.0% | -$9,704 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $15.09万 | 0.00% | 14,639 | 840 | 6.1% | $8,660 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $15.18万 | 0.00% | 11,862 | -134,055 | -91.9% | -$171.59万 | 减仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $15.32万 | 0.00% | 16,962 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL RETURN FD INC | $15.48万 | 0.00% | 22,665 | -327 | -1.4% | -$2,233 | 减仓 |
| — | ANAVEX LIFE SCIENCES CORP | $15.48万 | 0.00% | 59,780 | -48,569 | -44.8% | -$12.58万 | 减仓 |
| — | EXPENSIFY INC | $15.49万 | 0.00% | 86,538 | 23,479 | 37.2% | $4.20万 | 加仓 |
| SWIM | LATHAM GROUP INC | $15.51万 | 0.00% | 23,974 | 3,755 | 18.6% | $2.43万 | 加仓 |
| FINV | FINVOLUTION GROUP | $15.64万 | 0.00% | 32,657 | -3,487 | -9.6% | -$1.67万 | 减仓 |
| AMC | AMC ENTMT HLDGS INC | $15.65万 | 0.00% | 82,364 | 44,969 | 120.3% | $8.54万 | 加仓 |
| SOC | SABLE OFFSHORE CORP | $15.66万 | 0.00% | 50,835 | 18,197 | 55.8% | $5.60万 | 加仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $15.70万 | 0.00% | 15,840 | 15,840 | — | $15.70万 | 新建仓 |
| — | OLAPLEX HLDGS INC | $15.70万 | 0.00% | 76,602 | 6,863 | 9.8% | $1.41万 | 加仓 |
| — | EVE HLDG INC | $15.74万 | 0.00% | 62,715 | 33,162 | 112.2% | $8.32万 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $15.75万 | 0.00% | 22,336 | -2,599 | -10.4% | -$1.83万 | 减仓 |
| MFA | MFA FINL INC | $15.79万 | 0.00% | 16,291 | -3,528 | -17.8% | -$3.42万 | 减仓 |
| AHCO | ADAPTHEALTH CORP | $15.91万 | 0.00% | 15,271 | -14,135 | -48.1% | -$14.73万 | 减仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $15.99万 | 0.00% | 46,881 | -24,583 | -34.4% | -$8.38万 | 减仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $16.00万 | 0.00% | 14,033 | -6,199 | -30.6% | -$7.07万 | 重新持有 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $16.02万 | 0.00% | 12,794 | -4,000 | -23.8% | -$5.01万 | 减仓 |
| LTBR | LIGHTBRIDGE CORP | $16.06万 | 0.00% | 18,267 | 18,267 | — | $16.06万 | 新建仓 |
| NGL | NGL ENERGY PARTNERS LP | $16.10万 | 0.00% | 10,106 | -9,000 | -47.1% | -$14.34万 | 减仓 |
| — | ATAIBECKLEY INC | $16.22万 | 0.00% | 30,784 | 3,593 | 13.2% | $1.89万 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $16.28万 | 0.00% | 13,003 | 13,003 | — | $16.28万 | 新建仓 |
| — | LAIRD SUPERFOOD INC | $16.28万 | 0.00% | 34,642 | 0 | 0.0% | — | 不变 |
| CMRC | COMMERCE.COM INC | $16.31万 | 0.00% | 55,113 | 13,909 | 33.8% | $4.12万 | 加仓 |