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 |
|---|---|---|---|---|---|---|---|---|
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $23.10万 | 0.00% | 8,804 | 8,804 | — | $23.10万 | 新建仓 |
| PFLD | ETF SER SOLUTIONS | $23.23万 | 0.00% | 12,000 | -17 | -0.1% | -$329 | 减仓 |
| SETM | SPROTT FDS TR | $23.24万 | 0.00% | 7,025 | 7,025 | — | $23.24万 | 新建仓 |
| MTRX | MATRIX SVC CO | $23.32万 | 0.00% | 20,311 | -8,117 | -28.6% | -$9.32万 | 减仓 |
| — | ISHARES TR | $23.34万 | 0.00% | 6,913 | 930 | 15.5% | $3.14万 | 加仓 |
| MLPB | UBS AG LONDON BRANCH | $23.34万 | 0.00% | 8,041 | -706 | -8.1% | -$2.05万 | 减仓 |
| INMD | INMODE LTD | $23.37万 | 0.00% | 17,080 | -1,965 | -10.3% | -$2.69万 | 减仓 |
| CPS | COOPER-STANDARD HOLDINGS INC | $23.44万 | 0.00% | 8,409 | 8,409 | — | $23.44万 | 新建仓 |
| — | RGC RES INC | $23.45万 | 0.00% | 10,636 | 29 | 0.3% | $639 | 加仓 |
| ECH | ISHARES INC | $23.49万 | 0.00% | 5,907 | 216 | 3.8% | $8,589 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $23.52万 | 0.00% | 4,700 | 4,700 | — | $23.52万 | 新建仓 |
| BBH | VANECK ETF TRUST | $23.52万 | 0.00% | 1,251 | -142 | -10.2% | -$2.67万 | 减仓 |
| NGL | NGL ENERGY PARTNERS LP | $23.56万 | 0.00% | 19,106 | -3,999 | -17.3% | -$4.93万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $23.57万 | 0.00% | 4,496 | 4,496 | — | $23.57万 | 新建仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $23.58万 | 0.00% | 13,383 | -10,734 | -44.5% | -$18.91万 | 减仓 |
| ARDT | ARDENT HEALTH INC | $23.61万 | 0.00% | 27,576 | 27,576 | — | $23.61万 | 新建仓 |
| RXST | RXSIGHT INC | $23.61万 | 0.00% | 38,325 | -69,512 | -64.5% | -$42.82万 | 减仓 |
| DBJP | DBX ETF TR | $23.69万 | 0.00% | 2,345 | 0 | 0.0% | — | 不变 |
| — | INVESCO CALIF VALUE MUN INCO | $23.70万 | 0.00% | 22,704 | -705 | -3.0% | -$7,360 | 减仓 |
| UA | UNDER ARMOUR INC | $23.72万 | 0.00% | 40,967 | -4,552 | -10.0% | -$2.64万 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $23.73万 | 0.00% | 9,006 | 9,006 | — | $23.73万 | 新建仓 |
| HBCP | HOMEBANCORP INC | $23.75万 | 0.00% | 3,920 | 3,920 | — | $23.75万 | 新建仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $23.75万 | 0.00% | 6,621 | 22 | 0.3% | $789 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $23.75万 | 0.00% | 6,026 | 6,026 | — | $23.75万 | 新建仓 |
| — | GAMESTOP CORP NEW | $23.76万 | 0.00% | 61,556 | 61,556 | — | $23.76万 | 新建仓 |
| BOCT | INNOVATOR ETFS TRUST | $23.79万 | 0.00% | 4,957 | 4,957 | — | $23.79万 | 新建仓 |
| DIV | GLOBAL X FDS | $23.95万 | 0.00% | 12,672 | 337 | 2.7% | $6,369 | 加仓 |
| NG | NOVAGOLD RESOURCES INC | $24.06万 | 0.00% | 26,790 | -856 | -3.1% | -$7,687 | 减仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $24.08万 | 0.00% | 171,982 | -106,500 | -38.2% | -$14.91万 | 减仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $24.09万 | 0.00% | 7,128 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $24.10万 | 0.00% | 3,769 | -95 | -2.5% | -$6,074 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $24.10万 | 0.00% | 4,035 | 458 | 12.8% | $2.74万 | 加仓 |
| BBDC | BARINGS BDC INC | $24.12万 | 0.00% | 29,307 | 2,182 | 8.0% | $1.80万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $24.15万 | 0.00% | 6,537 | 140 | 2.2% | $5,172 | 重新持有 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $24.18万 | 0.00% | 14,318 | 14,318 | — | $24.18万 | 新建仓 |
| DBEU | DBX ETF TR | $24.19万 | 0.00% | 4,965 | 153 | 3.2% | $7,454 | 加仓 |
| IDR | IDAHO STRATEGIC RESOURCES | $24.33万 | 0.00% | 7,576 | 85 | 1.1% | $2,730 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.34万 | 0.00% | 7,270 | 7,270 | — | $24.34万 | 新建仓 |
| — | ISHARES TR | $24.39万 | 0.00% | 6,330 | -23 | -0.4% | -$886 | 减仓 |
| ALX | ALEXANDERS INC | $24.41万 | 0.00% | 1,034 | -62 | -5.7% | -$1.46万 | 减仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $24.44万 | 0.00% | 3,959 | -12 | -0.3% | -$741 | 减仓 |
| — | CHAINCE DIGITAL HOLDINGS INC | $24.51万 | 0.00% | 61,593 | 22,457 | 57.4% | $8.94万 | 加仓 |
| GO | GROCERY OUTLET HLDG CORP | $24.52万 | 0.00% | 34,781 | 11,564 | 49.8% | $8.15万 | 加仓 |
| — | TALKSPACE INC | $24.54万 | 0.00% | 47,421 | 5,424 | 12.9% | $2.81万 | 加仓 |
| — | AKEBIA THREAPEUTICS INC | $24.54万 | 0.00% | 176,566 | 29,846 | 20.3% | $4.15万 | 加仓 |
| — | PGIM ETF TR | $24.55万 | 0.00% | 4,862 | 4,862 | — | $24.55万 | 新建仓 |
| — | GABELLI HEALTHCARE & WELLNES | $24.57万 | 0.00% | 27,145 | 238 | 0.9% | $2,154 | 加仓 |
| NTSK | NETSKOPE INC | $24.58万 | 0.00% | 28,952 | 28,952 | — | $24.58万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC 看涨期权 | $24.59万 | 0.00% | 45,000 | 45,000 | — | $24.59万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $24.61万 | 0.00% | 47,508 | 5,090 | 12.0% | $2.64万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $24.62万 | 0.00% | 52,608 | -356 | -0.7% | -$1,666 | 减仓 |
| BXC | BLUELINX HLDGS INC | $24.67万 | 0.00% | 4,554 | 554 | 13.9% | $3.00万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC 看跌期权 | $24.70万 | 0.00% | 9,500 | 0 | 0.0% | — | 重新持有 |
| SFST | SOUTHERN FIRST BANCSHARES | $24.74万 | 0.00% | 4,539 | 4,539 | — | $24.74万 | 新建仓 |
| ZBIO | ZENAS BIOPHARMA INC | $24.75万 | 0.00% | 12,658 | 385 | 3.1% | $7,527 | 加仓 |
| MFDX | PIMCO EQUITY SER | $24.80万 | 0.00% | 6,227 | 6,227 | — | $24.80万 | 新建仓 |
| HOV | HOVNANIAN ENTERPRISES INC | $24.80万 | 0.00% | 2,236 | 2,236 | — | $24.80万 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $24.86万 | 0.00% | 17,883 | 17,883 | — | $24.86万 | 新建仓 |
| TAFM | AB ACTIVE ETFS INC | $24.88万 | 0.00% | 9,835 | 9,835 | — | $24.88万 | 新建仓 |
| SLDB | SOLID BIOSCIENCES INC | $24.89万 | 0.00% | 34,566 | 9,677 | 38.9% | $6.97万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $24.90万 | 0.00% | 2,864 | -195 | -6.4% | -$1.70万 | 减仓 |
| LQDH | ISHARES U S ETF TR | $24.90万 | 0.00% | 2,697 | 2,697 | — | $24.90万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $24.94万 | 0.00% | 8,580 | 8,580 | — | $24.94万 | 新建仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $24.95万 | 0.00% | 3,860 | 2 | 0.1% | $129 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $24.98万 | 0.00% | 14,609 | 14,609 | — | $24.98万 | 新建仓 |
| — | CARECLOUD INC | $25.00万 | 0.00% | 68,506 | 2,156 | 3.2% | $7,869 | 加仓 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $25.01万 | 0.00% | 10,110 | -237 | -2.3% | -$5,863 | 减仓 |
| BKU | BANKUNITED INC | $25.02万 | 0.00% | 5,539 | -784 | -12.4% | -$3.54万 | 减仓 |
| VCEL | VERICEL CORP | $25.02万 | 0.00% | 7,778 | 7,778 | — | $25.02万 | 新建仓 |
| RGNX | REGENXBIO INC | $25.14万 | 0.00% | 30,001 | -3,020 | -9.1% | -$2.53万 | 减仓 |
| SATL | SATELLOGIC INC | $25.15万 | 0.00% | 46,233 | -2,798 | -5.7% | -$1.52万 | 重新持有 |
| CIVB | CIVISTA BANCSHARES INC | $25.19万 | 0.00% | 11,053 | 1,027 | 10.2% | $2.34万 | 加仓 |
| AGYS | AGILYSYS INC | $25.20万 | 0.00% | 3,542 | -592 | -14.3% | -$4.21万 | 减仓 |
| — | LOANDEPOT INC | $25.21万 | 0.00% | 177,567 | 74,120 | 71.7% | $10.53万 | 加仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $25.21万 | 0.00% | 60,322 | 40,281 | 201.0% | $16.84万 | 加仓 |
| SKOR | FLEXSHARES TR | $25.24万 | 0.00% | 5,192 | 2 | 0.0% | $97 | 加仓 |
| RCKY | ROCKY BRANDS INC | $25.30万 | 0.00% | 6,534 | 6,534 | — | $25.30万 | 新建仓 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $25.35万 | 0.00% | 2,001 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN RTY TR | $25.38万 | 0.00% | 52,867 | 0 | 0.0% | — | 不变 |
| RHLD | RESOLUTE HLDGS MGMT INC | $25.38万 | 0.00% | 1,564 | 145 | 10.2% | $2.35万 | 加仓 |
| ANNX | ANNEXON INC | $25.44万 | 0.00% | 45,923 | 21,919 | 91.3% | $12.14万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $25.50万 | 0.00% | 6,287 | 6,287 | — | $25.50万 | 新建仓 |
| TRMK | TRUSTMARK CORP | $25.54万 | 0.00% | 6,060 | -2,789 | -31.5% | -$11.75万 | 减仓 |
| — | ISHARES TR | $25.54万 | 0.00% | 3,923 | 0 | 0.0% | — | 不变 |
| — | SERVICE PPTYS TR | $25.57万 | 0.00% | 188,698 | -69,236 | -26.8% | -$9.38万 | 减仓 |
| — | ESPERION THERAPEUTICS INC NE | $25.62万 | 0.00% | 93,492 | -23,875 | -20.3% | -$6.54万 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $25.63万 | 0.00% | 13,101 | 162 | 1.3% | $3,169 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $25.63万 | 0.00% | 4,428 | 4,428 | — | $25.63万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $25.65万 | 0.00% | 29,751 | 4,393 | 17.3% | $3.79万 | 加仓 |
| ORC | ORCHID IS CAP INC | $25.68万 | 0.00% | 36,523 | 4,713 | 14.8% | $3.31万 | 加仓 |
| ONDS | ONDAS INC | $25.70万 | 0.00% | 28,431 | 6,917 | 32.2% | $6.25万 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $25.74万 | 0.00% | 3,402 | 3,402 | — | $25.74万 | 新建仓 |
| — | FRANKLIN TEMPLETON ETF TR | $25.76万 | 0.00% | 8,002 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC | $25.78万 | 0.00% | 13,597 | 786 | 6.1% | $1.49万 | 加仓 |
| — | PEAKSTONE REALTY TRUST | $25.80万 | 0.00% | 12,351 | 1,086 | 9.6% | $2.27万 | 加仓 |
| DNOW | DNOW INC | $25.82万 | 0.00% | 21,680 | -10,766 | -33.2% | -$12.82万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $25.84万 | 0.00% | 34,277 | 4,713 | 15.9% | $3.55万 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $25.85万 | 0.00% | 21,722 | -9,103 | -29.5% | -$10.83万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $25.85万 | 0.00% | 21,437 | -2,904 | -11.9% | -$3.50万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $25.88万 | 0.00% | 1,453 | 1,453 | — | $25.88万 | 新建仓 |