13F 机构持仓

Creative Planning

OVERLAND PARK KS · SEC CIK 0001540235

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.8%
BND 5.6%
VEA 4.9%
SPDW 4.3%
SPMD 4.0%
IEMG 3.8%
VV 2.4%
AAPL 2.1%
BSV 2.0%
SPYM 1.8%

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
CCL CARNIVAL CORP $00.00%0 -357,429-100.0% -$925.03万 清仓
— HOLOGIC INC $00.00%0 -109,718-100.0% -$829.36万 清仓
— TRI POINTE HOMES INC $00.00%0 -169,014-100.0% -$789.80万 清仓
SQQQ PROSHARES TR $00.00%0 -93,308-100.0% -$751.04万 清仓
— AIR LEASE CORP $00.00%0 -99,577-100.0% -$646.65万 清仓
— AMICUS THERAPEUTIC $00.00%0 -428,977-100.0% -$620.30万 清仓
— DIAMOND HILL INVT GROUP INC $00.00%0 -34,580-100.0% -$595.12万 清仓
— CLEARWATER ANALYTICS HLDGS I $00.00%0 -229,675-100.0% -$543.18万 清仓
— COTERRA ENERGY INC $00.00%0 -139,078-100.0% -$488.72万 清仓
— MASIMO CORP $00.00%0 -22,920-100.0% -$407.67万 清仓
— SUN CTRY AIRLS HLDGS INC $00.00%0 -179,075-100.0% -$295.83万 清仓
— HERITAGE COMM CORP $00.00%0 -230,942-100.0% -$288.22万 清仓
— TERNS PHARMACEUTICALS INC $00.00%0 -51,763-100.0% -$272.89万 清仓
ASND ASCENDIS PHARMA A/S $00.00%0 -7,953-100.0% -$181.91万 清仓
— ARCELLX INC $00.00%0 -15,653-100.0% -$179.73万 清仓
— KENNEDY-WILSON HOLDINGS INC $00.00%0 -152,713-100.0% -$165.24万 清仓
— MISTER CAR WASH INC $00.00%0 -224,239-100.0% -$156.29万 清仓
— GOLDEN ENTMT INC $00.00%0 -58,430-100.0% -$155.95万 清仓
— ENVIRI CORP $00.00%0 -79,429-100.0% -$155.84万 清仓
— CSG SYS INTL INC $00.00%0 -19,475-100.0% -$155.69万 清仓
CABO CABLE ONE INC $00.00%0 -13,969-100.0% -$127.41万 清仓
— KALVISTA PHARMACEUTICALS INC $00.00%0 -59,986-100.0% -$120.75万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -30,227-100.0% -$116.89万 清仓
— FIRST FNDTN INC $00.00%0 -169,047-100.0% -$99.74万 清仓
— GREAT LAKES DREDGE & DOCK CO $00.00%0 -53,784-100.0% -$91.43万 清仓
— AMERICAN WOODMARK CORP $00.00%0 -22,303-100.0% -$88.83万 清仓
— SEABRIDGE GOLD INC $00.00%0 -30,959-100.0% -$87.74万 清仓
— UDEMY INC $00.00%0 -189,365-100.0% -$87.49万 清仓
USPH U S PHYSICAL THERAPY $00.00%0 -10,024-100.0% -$75.14万 清仓
— TASEKO MINES LTD $00.00%0 -112,349-100.0% -$72.47万 清仓
— OCCIDENTAL PETE CORP $00.00%0 -16,428-100.0% -$70.48万 清仓
— DAY ONE BIOPHARMACEUTICALS I $00.00%0 -31,931-100.0% -$68.46万 清仓
— VERIS RESIDENTIAL INC $00.00%0 -35,244-100.0% -$66.51万 清仓
INR INFINITY NAT RES INC $00.00%0 -31,231-100.0% -$55.00万 清仓
— FLUSHING FINL CORP $00.00%0 -34,881-100.0% -$53.58万 清仓
MOO VANECK ETF TRUST $00.00%0 -6,088-100.0% -$51.44万 清仓
— THERMON GROUP HLDGS INC $00.00%0 -10,111-100.0% -$50.96万 清仓
MSLC MORGAN STANLEY PATHWAY FDS $00.00%0 -9,802-100.0% -$50.74万 清仓
— CALAVO GROWERS INC $00.00%0 -19,591-100.0% -$50.52万 清仓
DGT SPDR SERIES TRUST $00.00%0 -2,723-100.0% -$46.17万 清仓
— SEALED AIR CORP NEW $00.00%0 -10,812-100.0% -$45.47万 清仓
ATHM AUTOHOME INC $00.00%0 -23,932-100.0% -$41.57万 清仓
— DEUTSCHE BK AG LONDON BRH $00.00%0 -2,257-100.0% -$41.30万 清仓
AUSF GLOBAL X FDS $00.00%0 -8,539-100.0% -$41.29万 清仓
— ENHABIT INC $00.00%0 -27,773-100.0% -$39.13万 清仓
— APELLIS PHARMACEUTICALS INC $00.00%0 -9,521-100.0% -$38.30万 清仓
PAHC PHIBRO ANIMAL HEALTH CORP $00.00%0 -6,876-100.0% -$38.03万 清仓
— CARNIVAL PLC $00.00%0 -13,222-100.0% -$34.07万 清仓
CZNC CITIZENS & NORTHN CORP $00.00%0 -15,189-100.0% -$33.93万 清仓
— BITWISE FUNDS TRUST $00.00%0 -5,279-100.0% -$33.51万 清仓
CSV CARRIAGE SVCS INC $00.00%0 -7,197-100.0% -$32.86万 清仓
— SUNOPTA INC $00.00%0 -49,006-100.0% -$31.76万 清仓
JOUT JOHNSON OUTDOORS INC $00.00%0 -6,822-100.0% -$31.73万 清仓
IBMS ISHARES TR $00.00%0 -12,229-100.0% -$31.59万 清仓
— CLEARWAY ENERGY INC $00.00%0 -8,051-100.0% -$31.54万 清仓
VCRM VANGUARD MUN BD FDS $00.00%0 -4,005-100.0% -$30.10万 清仓
VTES VANGUARD WELLINGTON FD $00.00%0 -2,913-100.0% -$29.46万 清仓
— PROSHARES TR II $00.00%0 -4,732-100.0% -$29.08万 清仓
IBHF ISHARES TR $00.00%0 -12,526-100.0% -$28.75万 清仓
FXY INVESCO CURRENCYSHARES $00.00%0 -4,919-100.0% -$28.47万 清仓
IMMR IMMERSION CORP $00.00%0 -51,861-100.0% -$28.32万 清仓
TRDA ENTRADA THERAPEUTICS INC $00.00%0 -22,230-100.0% -$28.05万 清仓
MCHB MECHANICS BANCORP $00.00%0 -18,725-100.0% -$27.62万 清仓
BMEZ BLACKROCK HEALTH SCIENCES TE $00.00%0 -19,024-100.0% -$27.32万 清仓
BCPL BNY MELLON ETF TRUST II $00.00%0 -10,869-100.0% -$26.96万 清仓
MEOH METHANEX CORP $00.00%0 -4,412-100.0% -$26.27万 清仓
LGLV SPDR SERIES TRUST $00.00%0 -1,453-100.0% -$25.88万 清仓
— PEAKSTONE REALTY TRUST $00.00%0 -12,351-100.0% -$25.80万 清仓
VGUS VANGUARD INSTL INDEX FD $00.00%0 -3,402-100.0% -$25.74万 清仓
RCKY ROCKY BRANDS INC $00.00%0 -6,534-100.0% -$25.30万 清仓
STEW SRH TOTAL RETURN FUND INC $00.00%0 -14,609-100.0% -$24.98万 清仓
BOCT INNOVATOR ETFS TRUST $00.00%0 -4,957-100.0% -$23.79万 清仓
ZIM ZIM INTEGRATED SHIPPING SERV $00.00%0 -9,006-100.0% -$23.73万 清仓
ECH ISHARES INC $00.00%0 -5,907-100.0% -$23.49万 清仓
CPS COOPER-STANDARD HOLDINGS INC $00.00%0 -8,409-100.0% -$23.44万 清仓
SCCR SCHWAB STRATEGIC TR $00.00%0 -8,921-100.0% -$22.94万 清仓
BLSH BULLISH $00.00%0 -6,246-100.0% -$22.32万 清仓
TFPM TRIPLE FLAG PRECIOUS METAL $00.00%0 -6,425-100.0% -$22.30万 清仓
WTBA WEST BANCORPORATION INC $00.00%0 -9,326-100.0% -$22.19万 清仓
URNM SPROTT FDS TR $00.00%0 -3,462-100.0% -$21.86万 清仓
RVT ROYCE SMALL CAP TRUST INC $00.00%0 -13,074-100.0% -$21.70万 清仓
BSJR INVESCO EXCH TRD SLF IDX FD $00.00%0 -9,671-100.0% -$21.63万 清仓
QUS SPDR SERIES TRUST $00.00%0 -1,225-100.0% -$21.03万 清仓
— UNITED STS 12 MONTH OIL FD L $00.00%0 -4,350-100.0% -$20.97万 清仓
OVL LISTED FDS TR $00.00%0 -4,073-100.0% -$20.49万 清仓
DJP BARCLAYS BANK PLC $00.00%0 -4,217-100.0% -$20.30万 清仓
— SPROTT FDS TR $00.00%0 -3,407-100.0% -$20.16万 清仓
HYMC HYCROFT MINING HOLDING CORP $00.00%0 -5,712-100.0% -$20.11万 清仓
— LINKBANCORP INC $00.00%0 -23,176-100.0% -$19.33万 清仓
— BITFARMS LTD $00.00%0 -91,666-100.0% -$17.87万 清仓
BSCV INVESCO EXCH TRD SLF IDX FD $00.00%0 -10,430-100.0% -$17.17万 清仓
JRVR JAMES RIV GROUP HOLDINGS INC $00.00%0 -27,121-100.0% -$17.09万 清仓
— VENU HLDG CORP $00.00%0 -51,548-100.0% -$17.06万 清仓
— DIGIMARC CORP NEW $00.00%0 -31,879-100.0% -$15.65万 清仓
ENTA ENANTA PHARMACEUTICALS INC $00.00%0 -12,245-100.0% -$15.47万 清仓
AEF ABRDN EMERGING MARKETS EX CH $00.00%0 -19,910-100.0% -$14.51万 清仓
— CANTALOUPE INC $00.00%0 -13,279-100.0% -$14.35万 清仓
BRSL BRIGHTSTAR LOTTERY PLC $00.00%0 -11,042-100.0% -$14.07万 清仓
— SEMRUSH HLDGS INC $00.00%0 -11,611-100.0% -$13.86万 清仓
FUBO FUBOTV INC $00.00%0 -13,884-100.0% -$13.13万 清仓