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 |
|---|---|---|---|---|---|---|---|---|
| ACIC | AMERICAN COASTAL INS CORP | $25.96万 | 0.00% | 23,080 | 4,388 | 23.5% | $4.94万 | 加仓 |
| SMOT | VANECK ETF TRUST | $26.00万 | 0.00% | 7,389 | 7,389 | — | $26.00万 | 新建仓 |
| DIVB | ISHARES TR | $26.03万 | 0.00% | 4,824 | 372 | 8.4% | $2.01万 | 重新持有 |
| HQH | ABRDN HEALTHCARE INVESTORS | $26.09万 | 0.00% | 14,667 | 4,549 | 45.0% | $8.09万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $26.18万 | 0.00% | 7,607 | -4,785 | -38.6% | -$16.46万 | 减仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $26.20万 | 0.00% | 7,183 | 7,183 | — | $26.20万 | 新建仓 |
| — | GAMCO NAT RES GOLD & INCOME | $26.22万 | 0.00% | 31,401 | 60 | 0.2% | $501 | 加仓 |
| MEOH | METHANEX CORP | $26.27万 | 0.00% | 4,412 | 4,412 | — | $26.27万 | 新建仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $26.27万 | 0.00% | 109,920 | 7,419 | 7.2% | $1.77万 | 加仓 |
| AOM | ISHARES TR | $26.37万 | 0.00% | 5,567 | -2,017 | -26.6% | -$9.55万 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $26.38万 | 0.00% | 33,521 | 2,389 | 7.7% | $1.88万 | 加仓 |
| TRTX | TPG RE FIN TR INC | $26.42万 | 0.00% | 33,826 | 4,825 | 16.6% | $3.77万 | 加仓 |
| PSK | SPDR SERIES TRUST | $26.43万 | 0.00% | 8,570 | 186 | 2.2% | $5,736 | 加仓 |
| — | RBB FD INC | $26.47万 | 0.00% | 13,129 | -4,163 | -24.1% | -$8.39万 | 减仓 |
| RMR | RMR GROUP INC | $26.47万 | 0.00% | 17,113 | 268 | 1.6% | $4,146 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $26.51万 | 0.00% | 626 | 54 | 9.4% | $2.29万 | 重新持有 |
| — | GLOBAL X FDS | $26.54万 | 0.00% | 7,217 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $26.60万 | 0.00% | 9,814 | 101 | 1.0% | $2,737 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $26.66万 | 0.00% | 3,699 | 3,699 | — | $26.66万 | 新建仓 |
| MNKD | MANNKIND CORP | $26.66万 | 0.00% | 108,832 | -62,925 | -36.6% | -$15.42万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $26.66万 | 0.00% | 5,555 | 5,555 | — | $26.66万 | 新建仓 |
| — | THERAVANCE BIOPHARMA INC | $26.73万 | 0.00% | 16,467 | 2,094 | 14.6% | $3.40万 | 加仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $26.73万 | 0.00% | 59,801 | -3,434 | -5.4% | -$1.53万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $26.74万 | 0.00% | 7,036 | 7,036 | — | $26.74万 | 新建仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $26.75万 | 0.00% | 8,357 | -7,280 | -46.6% | -$23.30万 | 减仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $26.77万 | 0.00% | 51,972 | 32,320 | 164.5% | $16.64万 | 重新持有 |
| RUM | RUMBLE INC | $26.80万 | 0.00% | 52,553 | -4,026 | -7.1% | -$2.05万 | 减仓 |
| — | HAWTHORN BANCSHARES INC | $26.80万 | 0.00% | 7,956 | -63 | -0.8% | -$2,122 | 减仓 |
| ASHR | DBX ETF TR | $26.84万 | 0.00% | 8,222 | 2,033 | 32.8% | $6.64万 | 加仓 |
| QQQI | NEOS ETF TRUST | $26.93万 | 0.00% | 5,421 | -5,328 | -49.6% | -$26.47万 | 减仓 |
| BCPL | BNY MELLON ETF TRUST II | $26.96万 | 0.00% | 10,869 | 10,869 | — | $26.96万 | 新建仓 |
| ARDX | ARDELYX INC | $26.98万 | 0.00% | 45,043 | 16,607 | 58.4% | $9.95万 | 加仓 |
| EMGF | ISHARES INC | $27.02万 | 0.00% | 4,472 | 4,472 | — | $27.02万 | 新建仓 |
| — | TAYLOR DEVICES INC | $27.03万 | 0.00% | 4,742 | 4,742 | — | $27.03万 | 新建仓 |
| CVI | CVR ENERGY INC | $27.04万 | 0.00% | 8,036 | 1,319 | 19.6% | $4.44万 | 重新持有 |
| ICOP | ISHARES TR | $27.04万 | 0.00% | 5,684 | 5,684 | — | $27.04万 | 新建仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $27.05万 | 0.00% | 60,117 | 8,200 | 15.8% | $3.69万 | 加仓 |
| — | SPDR SERIES TRUST | $27.13万 | 0.00% | 3,004 | 1 | 0.0% | $90 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $27.15万 | 0.00% | 29,160 | -15,035 | -34.0% | -$14.00万 | 减仓 |
| RAVI | FLEXSHARES TR | $27.22万 | 0.00% | 3,610 | -6,715 | -65.0% | -$50.64万 | 减仓 |
| FOSL | FOSSIL GROUP INC | $27.28万 | 0.00% | 63,305 | 21,983 | 53.2% | $9.47万 | 加仓 |
| IAK | ISHARES TR | $27.32万 | 0.00% | 2,129 | 20 | 0.9% | $2,566 | 加仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $27.32万 | 0.00% | 19,024 | -315 | -1.6% | -$4,523 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $27.36万 | 0.00% | 5,797 | 5,797 | — | $27.36万 | 新建仓 |
| HESM | HESS MIDSTREAM LP | $27.41万 | 0.00% | 7,051 | -2,235 | -24.1% | -$8.69万 | 减仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $27.45万 | 0.00% | 12,443 | 12,443 | — | $27.45万 | 新建仓 |
| VCRB | VANGUARD MALVERN FDS | $27.45万 | 0.00% | 3,548 | 3,548 | — | $27.45万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $27.53万 | 0.00% | 2,499 | -11 | -0.4% | -$1,212 | 减仓 |
| DEC | DIVERSIFIED ENERGY CO | $27.59万 | 0.00% | 15,820 | 511 | 3.3% | $8,912 | 加仓 |
| — | AMPLIFY ETF TR | $27.60万 | 0.00% | 4,177 | 0 | 0.0% | — | 不变 |
| RDIV | INVESCO EXCH TRADED FD TR II | $27.61万 | 0.00% | 4,961 | 379 | 8.3% | $2.11万 | 加仓 |
| MCHB | MECHANICS BANCORP | $27.62万 | 0.00% | 18,725 | 3,896 | 26.3% | $5.75万 | 加仓 |
| EWW | ISHARES INC | $27.82万 | 0.00% | 3,698 | 707 | 23.6% | $5.32万 | 加仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $27.84万 | 0.00% | 33,544 | 4,996 | 17.5% | $4.15万 | 加仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $27.87万 | 0.00% | 51,795 | 27,712 | 115.1% | $14.91万 | 加仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $28.05万 | 0.00% | 22,230 | 148 | 0.7% | $1,868 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $28.10万 | 0.00% | 24,915 | 14,332 | 135.4% | $16.17万 | 重新持有 |
| SPTL | SPDR SERIES TRUST | $28.11万 | 0.00% | 10,688 | -13 | -0.1% | -$342 | 减仓 |
| CURB | CURBLINE PPTYS CORP | $28.11万 | 0.00% | 10,900 | 78 | 0.7% | $2,012 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $28.29万 | 0.00% | 6,343 | -702 | -10.0% | -$3.13万 | 减仓 |
| IMMR | IMMERSION CORP | $28.32万 | 0.00% | 51,861 | -30,971 | -37.4% | -$16.91万 | 减仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $28.36万 | 0.00% | 33,403 | 5,167 | 18.3% | $4.39万 | 加仓 |
| SLVP | ISHARES INC | $28.45万 | 0.00% | 8,022 | 746 | 10.3% | $2.65万 | 加仓 |
| FXY | INVESCO CURRENCYSHARES | $28.47万 | 0.00% | 4,919 | -43 | -0.9% | -$2,489 | 减仓 |
| PPH | VANECK ETF TRUST | $28.48万 | 0.00% | 2,741 | -65 | -2.3% | -$6,753 | 减仓 |
| MTW | MANITOWOC CO INC | $28.54万 | 0.00% | 24,498 | 5,608 | 29.7% | $6.53万 | 加仓 |
| — | WISDOMTREE TR | $28.58万 | 0.00% | 5,281 | 70 | 1.3% | $3,788 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $28.70万 | 0.00% | 27,597 | 11,103 | 67.3% | $11.55万 | 加仓 |
| IBHF | ISHARES TR | $28.75万 | 0.00% | 12,526 | -18,456 | -59.6% | -$42.36万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $28.75万 | 0.00% | 8,446 | 8,446 | — | $28.75万 | 新建仓 |
| SHE | SPDR SERIES TRUST | $28.86万 | 0.00% | 2,258 | 260 | 13.0% | $3.32万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $28.88万 | 0.00% | 2,783 | 230 | 9.0% | $2.39万 | 加仓 |
| — | CALAMOS ETF TR | $28.89万 | 0.00% | 10,647 | 10,647 | — | $28.89万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $28.89万 | 0.00% | 14,549 | -2,123 | -12.7% | -$4.22万 | 减仓 |
| CXW | CORECIVIC INC | $28.91万 | 0.00% | 15,286 | -6,069 | -28.4% | -$11.48万 | 减仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $28.92万 | 0.00% | 94,208 | 44,673 | 90.2% | $13.71万 | 加仓 |
| — | EATON VANCE TAX MNGED BUY WR | $29.01万 | 0.00% | 20,121 | 525 | 2.7% | $7,571 | 加仓 |
| — | RBB FD INC | $29.08万 | 0.00% | 9,087 | 1,001 | 12.4% | $3.20万 | 加仓 |
| — | PROSHARES TR II | $29.08万 | 0.00% | 4,732 | 4,732 | — | $29.08万 | 新建仓 |
| INDB | INDEPENDENT BK CORP MASS | $29.10万 | 0.00% | 3,870 | -391 | -9.2% | -$2.94万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $29.12万 | 0.00% | 14,265 | -3,808 | -21.1% | -$7.77万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $29.12万 | 0.00% | 22,518 | 1,634 | 7.8% | $2.11万 | 加仓 |
| PPT | PUTNAM PREMIER INCOME TR | $29.15万 | 0.00% | 82,115 | 3,547 | 4.5% | $1.26万 | 加仓 |
| ABSI | ABSCI CORPORATION | $29.19万 | 0.00% | 97,284 | 23,723 | 32.2% | $7.12万 | 加仓 |
| HNST | HONEST CO INC | $29.22万 | 0.00% | 99,399 | 60,480 | 155.4% | $17.78万 | 加仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $29.27万 | 0.00% | 65,037 | 29,419 | 82.6% | $13.24万 | 加仓 |
| MLR | MILLER INDS INC TENN | $29.36万 | 0.00% | 6,445 | 6,445 | — | $29.36万 | 新建仓 |
| HAWX | ISHARES TR | $29.37万 | 0.00% | 7,183 | 7,183 | — | $29.37万 | 新建仓 |
| SCYB | SCHWAB STRATEGIC TR | $29.38万 | 0.00% | 11,300 | 11,300 | — | $29.38万 | 新建仓 |
| — | BANK AMERICA CORP | $29.43万 | 0.00% | 247 | 25 | 11.3% | $2.98万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $29.46万 | 0.00% | 2,913 | 2,913 | — | $29.46万 | 新建仓 |
| WU | WESTERN UN CO | $29.52万 | 0.00% | 33,817 | 3,213 | 10.5% | $2.80万 | 加仓 |
| IAG | IAMGOLD CORP | $29.53万 | 0.00% | 15,692 | 18 | 0.1% | $339 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $29.57万 | 0.00% | 9,920 | 31 | 0.3% | $924 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $29.63万 | 0.00% | 12,418 | -14,615 | -54.1% | -$34.87万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $29.64万 | 0.00% | 19,121 | 1,017 | 5.6% | $1.58万 | 加仓 |
| — | ADC THERAPEUTICS SA | $29.64万 | 0.00% | 79,034 | -34,213 | -30.2% | -$12.83万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $29.67万 | 0.00% | 7,400 | 7,400 | — | $29.67万 | 新建仓 |
| CIM | CHIMERA INVT CORP | $29.71万 | 0.00% | 23,671 | -502 | -2.1% | -$6,300 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION | $29.71万 | 0.00% | 5,697 | 608 | 11.9% | $3.17万 | 加仓 |