13F 机构持仓

Creative Planning

OVERLAND PARK KS · SEC CIK 0001540235

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1,710.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 10.6%
BND 6.1%
VEA 5.2%
SPDW 4.1%
SPMD 3.9%
IEMG 3.7%
VV 2.5%
AAPL 2.1%
BSV 2.0%
SPYM 1.7%

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
AZN ASTRAZENECA PLC $00.00%0 -181,790-100.0% -$3,342.38万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -20,822-100.0% -$928.80万 清仓
— SYNOVUS FINL CORP $00.00%0 -118,104-100.0% -$591.11万 清仓
— PINNACLE FINL PARTNERS INC $00.00%0 -61,901-100.0% -$590.60万 清仓
— EXACT SCIENCES CORP $00.00%0 -52,872-100.0% -$536.96万 清仓
WFC WELLS FARGO CO NEW 看涨期权 $00.00%0 -120,000-100.0% -$520.11万 清仓
— AVIDITY BIOSCIENCES INC $00.00%0 -69,135-100.0% -$498.67万 清仓
— CONFLUENT INC $00.00%0 -153,503-100.0% -$464.19万 清仓
AMRZ AMRIZE LTD $00.00%0 —— — 申报中断
— AMCOR PLC $00.00%0 -89,841-100.0% -$374.64万 清仓
— COMERICA INC $00.00%0 -39,507-100.0% -$343.44万 清仓
— QIAGEN NV $00.00%0 -75,057-100.0% -$337.53万 清仓
— BROOKFIELD BUSINESS CORP $00.00%0 -93,519-100.0% -$335.55万 清仓
— CIVITAS RESOURCES INC $00.00%0 -94,732-100.0% -$256.63万 清仓
— FRONTIER COMMUNICATIONS PARE $00.00%0 -63,786-100.0% -$242.83万 清仓
— DAYFORCE INC $00.00%0 -32,582-100.0% -$225.34万 清仓
— MIDWESTONE FINL GROUP INC NE $00.00%0 -55,627-100.0% -$214.16万 清仓
— JAMF HLDG CORP $00.00%0 -144,992-100.0% -$188.63万 清仓
— TEGNA INC $00.00%0 -97,043-100.0% -$188.36万 清仓
WPP WPP PLC NEW $00.00%0 —— — 申报中断
— TREEHOUSE FOODS INC $00.00%0 -71,491-100.0% -$168.65万 清仓
— DYNAVAX TECHNOLOGIES CORP $00.00%0 -79,992-100.0% -$123.03万 清仓
— REV GROUP INC $00.00%0 -19,845-100.0% -$120.68万 清仓
— CADENCE BANK $00.00%0 -25,953-100.0% -$111.18万 清仓
— BANKFINANCIAL CORP $00.00%0 -66,813-100.0% -$80.18万 清仓
— ANYWHERE REAL ESTATE INC $00.00%0 -43,988-100.0% -$62.29万 清仓
— TELEFONICA S A $00.00%0 -147,522-100.0% -$59.75万 清仓
— DIREXION SHS ETF TR $00.00%0 -5,067-100.0% -$59.65万 清仓
— HILLENBRAND INC $00.00%0 -17,029-100.0% -$54.02万 清仓
OSG OCTAVE SPECIALTY GROUP INC $00.00%0 -68,537-100.0% -$53.32万 清仓
WGS GENEDX HOLDINGS CORP $00.00%0 —— — 申报中断
IBHG ISHARES TR $00.00%0 -23,168-100.0% -$51.71万 清仓
— AVADEL PHARMACEUTICALS PLC $00.00%0 -20,154-100.0% -$43.43万 清仓
— CIDARA THERAPEUTICS INC $00.00%0 -1,921-100.0% -$42.43万 清仓
BOXX EA SERIES TRUST $00.00%0 —— — 申报中断
— PLYMOUTH INDL REIT INC $00.00%0 -18,791-100.0% -$41.11万 清仓
INTC INTEL CORP 看涨期权 $00.00%0 —— — 申报中断
PPTA PERPETUA RESOURCES CORP $00.00%0 -16,519-100.0% -$39.99万 清仓
— SIMULATIONS PLUS INC $00.00%0 -21,760-100.0% -$39.67万 清仓
— JOURNEY MED CORP $00.00%0 -50,510-100.0% -$38.94万 清仓
— GUESS INC $00.00%0 -22,226-100.0% -$37.23万 清仓
BILS SPDR SERIES TRUST $00.00%0 —— — 申报中断
ZROZ PIMCO ETF TR $00.00%0 -5,291-100.0% -$34.00万 清仓
PLAY DAVE & BUSTERS ENTMT INC $00.00%0 —— — 申报中断
SH PROSHARES TR $00.00%0 —— — 申报中断
— BLACKROCK MUNIHLDGS NJ QLTY $00.00%0 -26,353-100.0% -$31.36万 清仓
— PROSHARES TR $00.00%0 -6,078-100.0% -$30.09万 清仓
— TIDAL TRUST II $00.00%0 -7,584-100.0% -$29.84万 清仓
— ASTRIA THERAPEUTICS INC $00.00%0 -22,786-100.0% -$29.83万 清仓
— INVESCO DB US DLR INDEX TR $00.00%0 -16,166-100.0% -$29.49万 清仓
CGDG CAPITAL GROUP DIVIDEND GROWE $00.00%0 -8,107-100.0% -$28.89万 清仓
DFNM DIMENSIONAL ETF TRUST $00.00%0 —— — 申报中断
— INDIVIOR PLC $00.00%0 -7,610-100.0% -$27.30万 清仓
— POTLATCHDELTIC CORPORATION $00.00%0 -6,852-100.0% -$27.26万 清仓
NNE NANO NUCLEAR ENERGY INC $00.00%0 —— — 申报中断
DFSU DIMENSIONAL ETF TRUST $00.00%0 -5,936-100.0% -$25.78万 清仓
— AMERICAN CENTY ETF TR $00.00%0 -5,553-100.0% -$25.68万 清仓
FLMI FRANKLIN TEMPLETON ETF TR $00.00%0 -10,060-100.0% -$25.02万 清仓
— BLACKROCK MUNI INCOME TR II $00.00%0 -23,385-100.0% -$24.41万 清仓
PBT PERMIAN BASIN RTY TR $00.00%0 -14,208-100.0% -$24.12万 清仓
DFGP DIMENSIONAL ETF TRUST $00.00%0 -4,327-100.0% -$23.40万 清仓
CSR CENTERSPACE $00.00%0 -3,463-100.0% -$23.11万 清仓
— NUVEEN S&P 500 BUY-WRITE INC $00.00%0 -15,633-100.0% -$22.98万 清仓
BSJQ INVESCO EXCH TRD SLF IDX FD $00.00%0 -9,836-100.0% -$22.96万 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -7,866-100.0% -$22.83万 清仓
— OLYMPIC STEEL INC $00.00%0 -5,309-100.0% -$22.71万 清仓
PFFA ETFIS SER TR I $00.00%0 -10,493-100.0% -$22.61万 清仓
CLMB CLIMB GLOBAL SOLUTIONS INC $00.00%0 —— — 申报中断
— NEW GOLD INC CDA $00.00%0 -25,900-100.0% -$22.56万 清仓
— GLOBAL X FDS $00.00%0 —— — 申报中断
— SOLENO THERAPEUTICS INC $00.00%0 -4,789-100.0% -$22.17万 清仓
— DENNYS CORP $00.00%0 -35,009-100.0% -$21.78万 清仓
— ALPS ETF TR $00.00%0 -4,440-100.0% -$21.57万 清仓
DFSE DIMENSIONAL ETF TRUST $00.00%0 —— — 申报中断
— FIDELITY COVINGTON TRUST $00.00%0 -5,210-100.0% -$21.23万 清仓
TNDM TANDEM DIABETES CARE INC $00.00%0 —— — 申报中断
— TIDAL TRUST II $00.00%0 -5,568-100.0% -$20.79万 清仓
— FUBOTV INC $00.00%0 -82,461-100.0% -$20.78万 清仓
— SOHO HOUSE & CO INC $00.00%0 -23,168-100.0% -$20.76万 清仓
— LANDMARK BANCORP INC $00.00%0 —— — 申报中断
— NEOS ETF TRUST $00.00%0 -6,855-100.0% -$20.59万 清仓
CTGO CONTANGO ORE INC $00.00%0 —— — 申报中断
ANGL VANECK ETF TRUST $00.00%0 -6,865-100.0% -$20.16万 清仓
DEI DOUGLAS EMMETT INC $00.00%0 —— — 申报中断
BSEP INNOVATOR ETFS TRUST $00.00%0 —— — 申报中断
— CUREVAC N V $00.00%0 -42,676-100.0% -$19.29万 清仓
TIPX SPDR SERIES TRUST $00.00%0 -10,059-100.0% -$19.19万 清仓
BOC BOSTON OMAHA CORP $00.00%0 —— — 申报中断
WOLF WOLFSPEED INC $00.00%0 -10,056-100.0% -$17.51万 清仓
CLPT CLEARPOINT NEURO INC $00.00%0 —— — 申报中断
MFIC MIDCAP FINANCIAL INVSTMNT CO $00.00%0 —— — 申报中断
BAND BANDWIDTH INC $00.00%0 —— — 申报中断
— BLACKROCK INVT QUALITY MUN T $00.00%0 -12,799-100.0% -$14.33万 清仓
— EVENTBRITE INC $00.00%0 -30,764-100.0% -$13.69万 清仓
AEBI AEBI SCHMIDT HLDG AG $00.00%0 -10,520-100.0% -$13.31万 清仓
— MEDALLION FINL CORP $00.00%0 -11,136-100.0% -$11.46万 清仓
— ATAI BECKLEY NV $00.00%0 -25,760-100.0% -$10.54万 清仓
— GREYSTONE HOUSING IMPACT INV $00.00%0 -15,229-100.0% -$10.49万 清仓
— XUNLEI LTD $00.00%0 —— — 申报中断
ASM AVINO SILVER & GOLD MINES LT $00.00%0 -16,724-100.0% -$10.39万 清仓