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 |
|---|---|---|---|---|---|---|---|---|
| AVSD | AMERICAN CENTY ETF TR | $21.31万 | 0.00% | 2,667 | 2,667 | — | $21.31万 | 新建仓 |
| ONDS | ONDAS INC | $21.36万 | 0.00% | 25,921 | -2,510 | -8.8% | -$2.07万 | 减仓 |
| WPP | WPP PLC NEW | $21.39万 | 0.00% | 13,810 | -63,590 | -82.2% | -$98.50万 | 重新持有 |
| BSEP | INNOVATOR ETFS TRUST | $21.42万 | 0.00% | 4,062 | 0 | 0.0% | — | 重新持有 |
| SFLR | INNOVATOR ETFS TRUST | $21.42万 | 0.00% | 5,553 | 5,553 | — | $21.42万 | 新建仓 |
| DFNM | DIMENSIONAL ETF TRUST | $21.46万 | 0.00% | 4,440 | -1,480 | -25.0% | -$7.15万 | 重新持有 |
| — | FIDELITY ETHEREUM FD | $21.47万 | 0.00% | 13,639 | -8,337 | -37.9% | -$13.12万 | 减仓 |
| PFLD | ETF SER SOLUTIONS | $21.50万 | 0.00% | 11,000 | -1,000 | -8.3% | -$1.96万 | 减仓 |
| SMLV | SPDR SERIES TRUST | $21.57万 | 0.00% | 1,371 | 1,371 | — | $21.57万 | 新建仓 |
| — | EA SERIES TRUST | $21.65万 | 0.00% | 5,960 | 5,960 | — | $21.65万 | 新建仓 |
| — | ETF SER SOLUTIONS | $21.70万 | 0.00% | 8,127 | 8,127 | — | $21.70万 | 新建仓 |
| — | THEMES ETF TR | $21.71万 | 0.00% | 5,156 | 5,156 | — | $21.71万 | 新建仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $21.75万 | 0.00% | 3,509 | -777 | -18.1% | -$4.82万 | 减仓 |
| — | ETF SER SOLUTIONS | $21.81万 | 0.00% | 2,651 | 2,651 | — | $21.81万 | 新建仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $21.82万 | 0.00% | 11,209 | 11,209 | — | $21.82万 | 新建仓 |
| — | PROSHARES TR | $21.83万 | 0.00% | 2,706 | 2,706 | — | $21.83万 | 新建仓 |
| XRN | CHIRON REAL ESTATE INC | $21.86万 | 0.00% | 5,825 | 5,825 | — | $21.86万 | 新建仓 |
| — | PRIMEENERGY RESOURCES CORP | $21.86万 | 0.00% | 1,310 | 379 | 40.7% | $6.33万 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $21.86万 | 0.00% | 26,859 | -6,544 | -19.6% | -$5.33万 | 减仓 |
| INTR | INTER & CO INC | $21.93万 | 0.00% | 40,392 | 874 | 2.2% | $4,746 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $21.98万 | 0.00% | 4,197 | 4,197 | — | $21.98万 | 新建仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $21.99万 | 0.00% | 10,325 | 10,325 | — | $21.99万 | 新建仓 |
| METC | RAMACO RES INC | $22.10万 | 0.00% | 16,703 | 4,631 | 38.4% | $6.13万 | 加仓 |
| IDGT | ISHARES TR | $22.10万 | 0.00% | 1,846 | 1,846 | — | $22.10万 | 新建仓 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $22.12万 | 0.00% | 1,984 | -17 | -0.8% | -$1,895 | 减仓 |
| OMER | OMEROS CORP | $22.14万 | 0.00% | 23,282 | 2,235 | 10.6% | $2.13万 | 加仓 |
| QLC | FLEXSHARES TR | $22.16万 | 0.00% | 2,466 | 2,466 | — | $22.16万 | 新建仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $22.18万 | 0.00% | 8,589 | 8,589 | — | $22.18万 | 新建仓 |
| — | CHAINCE DIGITAL HOLDINGS INC | $22.18万 | 0.00% | 50,748 | -10,845 | -17.6% | -$4.74万 | 减仓 |
| BILS | SPDR SERIES TRUST | $22.22万 | 0.00% | 2,236 | -1,280 | -36.4% | -$12.72万 | 重新持有 |
| HYLB | DBX ETF TR | $22.26万 | 0.00% | 6,095 | 143 | 2.4% | $5,223 | 加仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $22.27万 | 0.00% | 8,737 | 8,737 | — | $22.27万 | 新建仓 |
| — | NI HLDGS INC | $22.30万 | 0.00% | 14,197 | -45 | -0.3% | -$707 | 减仓 |
| MBIN | MERCHANTS BANCORP IND | $22.32万 | 0.00% | 4,465 | 4,465 | — | $22.32万 | 新建仓 |
| BGIG | ETF SER SOLUTIONS | $22.34万 | 0.00% | 6,226 | 8 | 0.1% | $287 | 加仓 |
| NBXG | NEUBERGER NEXT GENERATION | $22.35万 | 0.00% | 13,514 | -10,299 | -43.2% | -$17.03万 | 减仓 |
| OPRA | OPERA LTD | $22.35万 | 0.00% | 11,273 | 11,273 | — | $22.35万 | 新建仓 |
| SFY | TIDAL TRUST I | $22.36万 | 0.00% | 1,502 | -328 | -17.9% | -$4.88万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC 看跌期权 | $22.38万 | 0.00% | 6,300 | -3,200 | -33.7% | -$11.37万 | 减仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $22.40万 | 0.00% | 1,550 | -14 | -0.9% | -$2,023 | 减仓 |
| LAND | GLADSTONE LD CORP | $22.45万 | 0.00% | 26,323 | -45,618 | -63.4% | -$38.91万 | 减仓 |
| KOPN | KOPIN CORP | $22.52万 | 0.00% | 50,275 | -3,717 | -6.9% | -$1.67万 | 减仓 |
| ATNI | ATN INTL INC | $22.54万 | 0.00% | 8,508 | 8,508 | — | $22.54万 | 新建仓 |
| SETM | SPROTT FDS TR | $22.58万 | 0.00% | 7,246 | 221 | 3.1% | $6,886 | 加仓 |
| CYD | CHINA YUCHAI INTL LTD | $22.58万 | 0.00% | 4,763 | 4,763 | — | $22.58万 | 新建仓 |
| BBT | BEACON FINANCIAL CORP. | $22.58万 | 0.00% | 7,416 | -20,808 | -73.7% | -$63.36万 | 减仓 |
| LKFN | LAKELAND FINL CORP | $22.60万 | 0.00% | 3,662 | 3,662 | — | $22.60万 | 新建仓 |
| PTLO | PORTILLOS INC | $22.64万 | 0.00% | 47,770 | -104,211 | -68.6% | -$49.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $22.65万 | 0.00% | 6,800 | -3,200 | -32.0% | -$10.66万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $22.67万 | 0.00% | 5,305 | 5,305 | — | $22.67万 | 新建仓 |
| CORP | PIMCO ETF TR | $22.70万 | 0.00% | 2,343 | 123 | 5.5% | $1.19万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $22.71万 | 0.00% | 6,043 | -300 | -4.7% | -$1.13万 | 减仓 |
| — | CALAMOS ETF TR | $22.73万 | 0.00% | 8,085 | 0 | 0.0% | — | 不变 |
| DSTL | ETF SER SOLUTIONS | $22.73万 | 0.00% | 3,794 | -634 | -14.3% | -$3.80万 | 减仓 |
| XBIL | RBB FD INC | $22.73万 | 0.00% | 4,546 | 4,546 | — | $22.73万 | 新建仓 |
| NAPR | INNOVATOR ETFS TRUST | $22.78万 | 0.00% | 3,848 | 0 | 0.0% | — | 不变 |
| CBLL | CERIBELL INC | $22.81万 | 0.00% | 11,727 | 1,118 | 10.5% | $2.17万 | 加仓 |
| ARDX | ARDELYX INC | $22.83万 | 0.00% | 44,760 | -283 | -0.6% | -$1,443 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $22.89万 | 0.00% | 19,031 | -2,406 | -11.2% | -$2.89万 | 减仓 |
| DSGN | DESIGN THERAPEUTICS INC | $22.93万 | 0.00% | 15,844 | 15,844 | — | $22.93万 | 新建仓 |
| — | ISHARES TR | $23.00万 | 0.00% | 5,545 | 0 | 0.0% | — | 不变 |
| ABX | ABACUS GLOBAL MGMT INC | $23.07万 | 0.00% | 21,536 | -649 | -2.9% | -$6,951 | 减仓 |
| URTH | ISHARES INC | $23.16万 | 0.00% | 1,143 | -9 | -0.8% | -$1,824 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $23.18万 | 0.00% | 4,520 | 0 | 0.0% | — | 不变 |
| BUG | GLOBAL X FDS | $23.19万 | 0.00% | 6,072 | 6,072 | — | $23.19万 | 新建仓 |
| DDD | 3D SYS CORP DEL | $23.20万 | 0.00% | 76,830 | 26,676 | 53.2% | $8.06万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $23.25万 | 0.00% | 4,757 | -394 | -7.6% | -$1.93万 | 重新持有 |
| PFIS | PEOPLES FINL SVCS CORP | $23.28万 | 0.00% | 3,508 | 3,508 | — | $23.28万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $23.30万 | 0.00% | 143,840 | 7,569 | 5.6% | $1.23万 | 加仓 |
| — | GLOBAL X FDS | $23.34万 | 0.00% | 7,265 | 7,265 | — | $23.34万 | 新建仓 |
| — | GLOBAL X FDS | $23.37万 | 0.00% | 4,974 | 0 | 0.0% | — | 不变 |
| DEC | DIVERSIFIED ENERGY CO | $23.42万 | 0.00% | 16,899 | 1,079 | 6.8% | $1.50万 | 加仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $23.44万 | 0.00% | 16,348 | 4,667 | 40.0% | $6.69万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $23.48万 | 0.00% | 6,593 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $23.54万 | 0.00% | 8,605 | 8,605 | — | $23.54万 | 新建仓 |
| — | TALKSPACE INC | $23.54万 | 0.00% | 45,277 | -2,144 | -4.5% | -$1.11万 | 减仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $23.55万 | 0.00% | 100,626 | 35,734 | 55.1% | $8.36万 | 加仓 |
| IAG | IAMGOLD CORP | $23.57万 | 0.00% | 14,880 | -812 | -5.2% | -$1.29万 | 减仓 |
| — | AMPLIFY ETF TR | $23.62万 | 0.00% | 2,930 | -1,247 | -29.9% | -$10.05万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $23.73万 | 0.00% | 1,487 | -1,252 | -45.7% | -$19.98万 | 减仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $23.79万 | 0.00% | 27,754 | 16,869 | 155.0% | $14.46万 | 加仓 |
| KRUS | KURA SUSHI USA INC | $23.89万 | 0.00% | 4,151 | -1,559 | -27.3% | -$8.97万 | 减仓 |
| HOV | HOVNANIAN ENTERPRISES INC | $23.92万 | 0.00% | 1,680 | -556 | -24.9% | -$7.92万 | 减仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $23.93万 | 0.00% | 5,716 | 5,716 | — | $23.93万 | 新建仓 |
| NNE | NANO NUCLEAR ENERGY INC | $23.98万 | 0.00% | 11,343 | -2 | -0.0% | -$42 | 重新持有 |
| DOO | BRP INC | $23.99万 | 0.00% | 3,931 | 1,104 | 39.1% | $6.74万 | 加仓 |
| — | ISHARES TR | $24.05万 | 0.00% | 6,312 | -18 | -0.3% | -$686 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $24.06万 | 0.00% | 5,273 | 0 | 0.0% | — | 不变 |
| ICOP | ISHARES TR | $24.08万 | 0.00% | 4,892 | -792 | -13.9% | -$3.90万 | 减仓 |
| MAZE | MAZE THERAPEUTICS INC | $24.09万 | 0.00% | 8,072 | 8,072 | — | $24.09万 | 新建仓 |
| — | RBB FD INC | $24.09万 | 0.00% | 11,143 | -1,986 | -15.1% | -$4.29万 | 减仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $24.12万 | 0.00% | 2,644 | 2,644 | — | $24.12万 | 新建仓 |
| LDP | COHEN & STEERS LTD DURATION | $24.12万 | 0.00% | 11,400 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $24.19万 | 0.00% | 8,029 | 0 | 0.0% | — | 不变 |
| FRPT | FRESHPET INC | $24.20万 | 0.00% | 4,093 | -9,631 | -70.2% | -$56.94万 | 减仓 |
| SLVP | ISHARES INC | $24.29万 | 0.00% | 7,880 | -142 | -1.8% | -$4,378 | 减仓 |
| — | EA SERIES TRUST | $24.32万 | 0.00% | 7,323 | 7,323 | — | $24.32万 | 新建仓 |
| — | EA SERIES TRUST | $24.40万 | 0.00% | 1,802 | 1,802 | — | $24.40万 | 新建仓 |
| — | ISHARES TR | $24.45万 | 0.00% | 6,662 | -251 | -3.6% | -$9,212 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $24.47万 | 0.00% | 16,216 | 6,738 | 71.1% | $10.17万 | 重新持有 |