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 |
|---|---|---|---|---|---|---|---|---|
| CATX | PERSPECTIVE THERAPEUTICS INC | $29.80万 | 0.00% | 71,464 | 31,049 | 76.8% | $12.95万 | 加仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $29.89万 | 0.00% | 12,589 | 3,267 | 35.0% | $7.76万 | 加仓 |
| IYM | ISHARES TR | $29.92万 | 0.00% | 1,701 | 1,701 | — | $29.92万 | 新建仓 |
| KWEB | KRANESHARES TRUST | $29.98万 | 0.00% | 10,547 | -1 | -0.0% | -$28 | 减仓 |
| TBLA | TABOOLA.COM LTD | $30.02万 | 0.00% | 96,827 | 29,564 | 44.0% | $9.16万 | 加仓 |
| — | FUNDX INVT TR | $30.04万 | 0.00% | 6,719 | 177 | 2.7% | $7,913 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $30.10万 | 0.00% | 4,005 | 4,005 | — | $30.10万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $30.16万 | 0.00% | 3,190 | 8 | 0.3% | $756 | 加仓 |
| FOX | FOX CORP | $30.24万 | 0.00% | 5,695 | 1,945 | 51.9% | $10.33万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $30.30万 | 0.00% | 2,434 | 111 | 4.8% | $1.38万 | 加仓 |
| — | EA SERIES TRUST | $30.43万 | 0.00% | 9,121 | 0 | 0.0% | — | 不变 |
| LRGE | LEGG MASON ETF INVT | $30.48万 | 0.00% | 4,053 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $30.57万 | 0.00% | 11,461 | 1,122 | 10.9% | $2.99万 | 加仓 |
| CSTL | CASTLE BIOSCIENCES INC | $30.64万 | 0.00% | 12,479 | -3,662 | -22.7% | -$8.99万 | 减仓 |
| NBXG | NEUBERGER NEXT GENERATION | $30.65万 | 0.00% | 23,813 | 12,691 | 114.1% | $16.33万 | 加仓 |
| NTSX | WISDOMTREE TR | $30.67万 | 0.00% | 5,881 | 5,881 | — | $30.67万 | 新建仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $30.73万 | 0.00% | 28,165 | 3,507 | 14.2% | $3.83万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $30.77万 | 0.00% | 21,548 | -609 | -2.7% | -$8,696 | 减仓 |
| SILJ | AMPLIFY ETF TR | $30.86万 | 0.00% | 10,384 | 1,892 | 22.3% | $5.62万 | 加仓 |
| DNUT | KRISPY KREME INC | $30.87万 | 0.00% | 91,055 | -58,808 | -39.2% | -$19.94万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.88万 | 0.00% | 11,632 | 11,632 | — | $30.88万 | 新建仓 |
| TNK | TEEKAY TANKERS LTD | $30.93万 | 0.00% | 4,219 | 4,219 | — | $30.93万 | 新建仓 |
| — | ZACKS TRUST | $30.95万 | 0.00% | 11,228 | -2,957 | -20.8% | -$8.15万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $31.00万 | 0.00% | 5,990 | -719 | -10.7% | -$3.72万 | 减仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $31.00万 | 0.00% | 4,842 | -47 | -1.0% | -$3,009 | 减仓 |
| AMRC | AMERESCO INC | $31.05万 | 0.00% | 12,176 | 925 | 8.2% | $2.36万 | 加仓 |
| — | ISHARES TR | $31.05万 | 0.00% | 11,826 | 0 | 0.0% | — | 不变 |
| ACCO | ACCO BRANDS CORP | $31.07万 | 0.00% | 103,566 | 2,356 | 2.3% | $7,068 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $31.10万 | 0.00% | 4,355 | 4,355 | — | $31.10万 | 新建仓 |
| EDIV | SPDR INDEX SHS FDS | $31.12万 | 0.00% | 7,883 | 18 | 0.2% | $711 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $31.21万 | 0.00% | 9,219 | 2,175 | 30.9% | $7.36万 | 重新持有 |
| OR | OR ROYALTIES INC. | $31.23万 | 0.00% | 8,215 | 1,551 | 23.3% | $5.90万 | 加仓 |
| VYX | NCR VOYIX CORPORATION | $31.28万 | 0.00% | 49,423 | -44,970 | -47.6% | -$28.47万 | 减仓 |
| PRAA | PRA GROUP INC | $31.30万 | 0.00% | 17,887 | -15,114 | -45.8% | -$26.45万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $31.34万 | 0.00% | 11,131 | 10 | 0.1% | $282 | 加仓 |
| — | LIFETIME BRANDS INC | $31.36万 | 0.00% | 54,639 | 54,639 | — | $31.36万 | 新建仓 |
| ACDC | PROFRAC HLDG CORP | $31.38万 | 0.00% | 50,616 | 18,141 | 55.9% | $11.25万 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $31.42万 | 0.00% | 8,425 | 5,496 | 187.6% | $20.50万 | 加仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $31.43万 | 0.00% | 21,797 | -1,685 | -7.2% | -$2.43万 | 减仓 |
| VREX | VAREX IMAGING CORP | $31.44万 | 0.00% | 29,637 | 16,209 | 120.7% | $17.20万 | 加仓 |
| INTR | INTER & CO INC | $31.46万 | 0.00% | 39,518 | -204 | -0.5% | -$1,624 | 减仓 |
| SYM | SYMBOTIC INC | $31.53万 | 0.00% | 5,927 | 1,351 | 29.5% | $7.19万 | 加仓 |
| — | CLEARWAY ENERGY INC | $31.54万 | 0.00% | 8,051 | 42 | 0.5% | $1,645 | 加仓 |
| IBMS | ISHARES TR | $31.59万 | 0.00% | 12,229 | 12,229 | — | $31.59万 | 新建仓 |
| TFIN | TRIUMPH FINANCIAL INC | $31.60万 | 0.00% | 5,296 | -752 | -12.4% | -$4.49万 | 减仓 |
| MYGN | MYRIAD GENETICS INC | $31.61万 | 0.00% | 70,241 | -3,497 | -4.7% | -$1.57万 | 减仓 |
| — | VANECK ETF TRUST | $31.65万 | 0.00% | 13,209 | -8,369 | -38.8% | -$20.05万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $31.65万 | 0.00% | 13,200 | 13,200 | — | $31.65万 | 新建仓 |
| XYLD | GLOBAL X FDS | $31.70万 | 0.00% | 8,100 | -444 | -5.2% | -$1.74万 | 减仓 |
| JOUT | JOHNSON OUTDOORS INC | $31.73万 | 0.00% | 6,822 | 1,668 | 32.4% | $7.76万 | 加仓 |
| — | SUNOPTA INC | $31.76万 | 0.00% | 49,006 | 3,238 | 7.1% | $2.10万 | 加仓 |
| XSW | SPDR SERIES TRUST | $31.90万 | 0.00% | 2,242 | 0 | 0.0% | — | 不变 |
| SMA | SMARTSTOP SELF STORAG REIT I | $31.92万 | 0.00% | 10,542 | -1,399 | -11.7% | -$4.24万 | 减仓 |
| — | CALLAN JMB INC | $31.96万 | 0.00% | 255,693 | 50,000 | 24.3% | $6.25万 | 加仓 |
| BBNX | BETA BIONICS INC | $32.05万 | 0.00% | 31,988 | 25,290 | 377.6% | $25.34万 | 加仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $32.07万 | 0.00% | 109,068 | -39,666 | -26.7% | -$11.66万 | 减仓 |
| KOD | KODIAK SCIENCES INC | $32.08万 | 0.00% | 8,415 | -2,372 | -22.0% | -$9.04万 | 减仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $32.09万 | 0.00% | 5,174 | 5,174 | — | $32.09万 | 新建仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $32.10万 | 0.00% | 7,165 | 7,165 | — | $32.10万 | 新建仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $32.13万 | 0.00% | 16,403 | -35,261 | -68.3% | -$69.08万 | 减仓 |
| GOGO | GOGO INC | $32.17万 | 0.00% | 80,033 | 47,884 | 148.9% | $19.25万 | 加仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $32.20万 | 0.00% | 6,979 | 83 | 1.2% | $3,830 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $32.25万 | 0.00% | 7,663 | 1,046 | 15.8% | $4.40万 | 加仓 |
| BNTX | BIONTECH SE | $32.28万 | 0.00% | 3,632 | 3,632 | — | $32.28万 | 新建仓 |
| RYZ | RYERSON HLDG CORP | $32.30万 | 0.00% | 14,367 | 14,367 | — | $32.30万 | 新建仓 |
| EPU | ISHARES TR | $32.30万 | 0.00% | 4,002 | 4,002 | — | $32.30万 | 新建仓 |
| — | ISHARES TR | $32.34万 | 0.00% | 3,746 | 0 | 0.0% | — | 不变 |
| EZPW | EZCORP INC | $32.35万 | 0.00% | 12,746 | 611 | 5.0% | $1.55万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $32.50万 | 0.00% | 15,463 | -901 | -5.5% | -$1.89万 | 减仓 |
| ILOW | AB ACTIVE ETFS INC | $32.54万 | 0.00% | 7,628 | 0 | 0.0% | — | 不变 |
| HLLY | HOLLEY INC | $32.56万 | 0.00% | 106,051 | -8,105 | -7.1% | -$2.49万 | 减仓 |
| SVRA | SAVARA INC | $32.67万 | 0.00% | 59,829 | 4,110 | 7.4% | $2.24万 | 加仓 |
| — | BYRNA TECHNOLOGIES INC | $32.75万 | 0.00% | 35,677 | 8,668 | 32.1% | $7.96万 | 加仓 |
| SABR | SABRE CORP | $32.79万 | 0.00% | 226,133 | 191,230 | 547.9% | $27.73万 | 加仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $32.80万 | 0.00% | 5,987 | 5,987 | — | $32.80万 | 新建仓 |
| FOXF | FOX FACTORY HLDG CORP | $32.83万 | 0.00% | 19,947 | 3,076 | 18.2% | $5.06万 | 加仓 |
| CSV | CARRIAGE SVCS INC | $32.86万 | 0.00% | 7,197 | 1,482 | 25.9% | $6.77万 | 加仓 |
| — | GLOBAL X FDS | $32.86万 | 0.00% | 8,601 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $32.87万 | 0.00% | 220,604 | 16,757 | 8.2% | $2.50万 | 加仓 |
| SXC | SUNCOKE ENERGY INC | $32.87万 | 0.00% | 50,496 | -53,574 | -51.5% | -$34.88万 | 减仓 |
| BKMI | BNY MELLON ETF TRUST II | $32.94万 | 0.00% | 12,621 | 12,621 | — | $32.94万 | 新建仓 |
| SMIN | ISHARES TR | $32.97万 | 0.00% | 5,499 | -3,190 | -36.7% | -$19.13万 | 减仓 |
| BLND | BLEND LABS INC | $32.97万 | 0.00% | 193,946 | 174,131 | 878.8% | $29.60万 | 加仓 |
| — | COSTAMARE BULKERS HLDGS LTD | $33.02万 | 0.00% | 21,347 | 3,366 | 18.7% | $5.21万 | 加仓 |
| UE | URBAN EDGE PPTYS | $33.13万 | 0.00% | 16,584 | -717 | -4.1% | -$1.43万 | 减仓 |
| WLDN | WILLDAN GROUP INC | $33.14万 | 0.00% | 4,329 | -2,066 | -32.3% | -$15.82万 | 减仓 |
| REAL | THE REALREAL INC | $33.16万 | 0.00% | 36,522 | 14,237 | 63.9% | $12.93万 | 加仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $33.16万 | 0.00% | 8,855 | 3,682 | 71.2% | $13.79万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $33.18万 | 0.00% | 4,193 | 1,059 | 33.8% | $8.38万 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP | $33.26万 | 0.00% | 108,349 | 35,604 | 48.9% | $10.93万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $33.33万 | 0.00% | 3,173 | 3,173 | — | $33.33万 | 新建仓 |
| — | BITWISE FUNDS TRUST | $33.51万 | 0.00% | 5,279 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $33.58万 | 0.00% | 4,574 | 451 | 10.9% | $3.31万 | 加仓 |
| MATV | MATIV HOLDINGS INC | $33.64万 | 0.00% | 38,670 | -4,164 | -9.7% | -$3.62万 | 减仓 |
| NEXT | NEXTDECADE CORP | $33.65万 | 0.00% | 43,925 | 14,699 | 50.3% | $11.26万 | 加仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $33.74万 | 0.00% | 39,007 | 6,159 | 18.8% | $5.33万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $33.79万 | 0.00% | 26,690 | 10,861 | 68.6% | $13.75万 | 加仓 |
| NULV | NUSHARES ETF TR | $33.86万 | 0.00% | 7,442 | 0 | 0.0% | — | 不变 |
| CZNC | CITIZENS & NORTHN CORP | $33.93万 | 0.00% | 15,189 | 15,189 | — | $33.93万 | 新建仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $33.95万 | 0.00% | 12,428 | 2,566 | 26.0% | $7.01万 | 加仓 |