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 |
|---|---|---|---|---|---|---|---|---|
| ULTA | ULTA BEAUTY INC | $849.00万 | 0.00% | 18,825 | 401 | 2.2% | $18.08万 | 加仓 |
| PJT | PJT PARTNERS INC | $848.52万 | 0.00% | 56,216 | 23,997 | 74.5% | $362.21万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $848.48万 | 0.00% | 100,317 | 10,119 | 11.2% | $85.59万 | 加仓 |
| IOSP | INNOSPEC INC | $848.28万 | 0.00% | 104,224 | 66,589 | 176.9% | $541.97万 | 加仓 |
| RPM | RPM INTL INC | $848.15万 | 0.00% | 76,307 | 20,495 | 36.7% | $227.80万 | 加仓 |
| FE | FIRSTENERGY CORP | $845.76万 | 0.00% | 177,904 | 35,690 | 25.1% | $169.67万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $843.31万 | 0.00% | 34,453 | 6,718 | 24.2% | $164.44万 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $842.16万 | 0.00% | 193,111 | 49,879 | 34.8% | $217.52万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $841.92万 | 0.00% | 279,152 | 125,382 | 81.5% | $378.15万 | 加仓 |
| SEIC | SEI INVTS CO | $841.87万 | 0.00% | 95,983 | -20,844 | -17.8% | -$182.82万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $841.05万 | 0.00% | 61,413 | 9,756 | 18.9% | $133.61万 | 加仓 |
| VICR | VICOR CORP | $840.76万 | 0.00% | 22,138 | 7,571 | 52.0% | $287.53万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $839.55万 | 0.00% | 59,236 | 21,089 | 55.3% | $298.89万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $839.25万 | 0.00% | 84,526 | -3,764 | -4.3% | -$37.37万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $837.95万 | 0.00% | 57,319 | -30,474 | -34.7% | -$445.50万 | 减仓 |
| ROKU | ROKU INC | $836.67万 | 0.00% | 60,566 | 8,032 | 15.3% | $110.96万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $834.62万 | 0.00% | 193,468 | 184,023 | 1,948.4% | $793.88万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $833.18万 | 0.00% | 106,907 | 276 | 0.3% | $2.15万 | 加仓 |
| RACE | FERRARI N V | $832.26万 | 0.00% | 22,355 | 2,938 | 15.1% | $109.38万 | 加仓 |
| BURL | BURLINGTON STORES INC | $831.23万 | 0.00% | 26,238 | 2,671 | 11.3% | $84.62万 | 加仓 |
| PNR | PENTAIR PLC | $830.83万 | 0.00% | 108,379 | 48,891 | 82.2% | $374.80万 | 加仓 |
| DXCM | DEXCOM INC | $830.65万 | 0.00% | 123,334 | 23,980 | 24.1% | $161.51万 | 加仓 |
| GIB | CGI INC | $829.78万 | 0.00% | 128,508 | 73,708 | 134.5% | $475.93万 | 加仓 |
| P | EVERPURE INC | $829.31万 | 0.00% | 105,255 | 1,236 | 1.2% | $9.74万 | 加仓 |
| CRVL | CORVEL CORP | $825.55万 | 0.00% | 132,045 | 50,416 | 61.8% | $315.20万 | 加仓 |
| STE | STERIS PLC | $824.95万 | 0.00% | 39,177 | 564 | 1.5% | $11.88万 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $822.66万 | 0.00% | 263,675 | 102,669 | 63.8% | $320.33万 | 加仓 |
| EAGG | ISHARES TR | $822.38万 | 0.00% | 173,461 | 2,992 | 1.8% | $14.19万 | 加仓 |
| KFY | KORN FERRY | $819.49万 | 0.00% | 123,083 | 70,393 | 133.6% | $468.68万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $819.38万 | 0.00% | 147,635 | 23,636 | 19.1% | $131.18万 | 加仓 |
| AMCR | AMCOR PLC | $818.01万 | 0.00% | 188,698 | 685 | 0.4% | $2.97万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $817.46万 | 0.00% | 100,290 | 12,034 | 13.6% | $98.09万 | 加仓 |
| LZB | LA Z BOY INC | $815.35万 | 0.00% | 203,227 | 106,620 | 110.4% | $427.76万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $814.88万 | 0.00% | 15,387 | -645 | -4.0% | -$34.16万 | 减仓 |
| AIA | ISHARES TR | $812.17万 | 0.00% | 57,332 | -841 | -1.4% | -$11.91万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $811.26万 | 0.00% | 316,403 | 42,946 | 15.7% | $110.11万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $808.90万 | 0.00% | 56,881 | 29,649 | 108.9% | $421.64万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $808.39万 | 0.00% | 144,174 | 38,728 | 36.7% | $217.15万 | 加仓 |
| VMI | VALMONT INDS INC | $807.77万 | 0.00% | 13,985 | 1,976 | 16.5% | $114.13万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $806.42万 | 0.00% | 336,147 | 150,328 | 80.9% | $360.64万 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $805.40万 | 0.00% | 217,734 | -9,544 | -4.2% | -$35.30万 | 减仓 |
| SF | STIFEL FINL CORP | $804.98万 | 0.00% | 115,376 | -35,809 | -23.7% | -$249.84万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $803.93万 | 0.00% | 113,453 | 40,414 | 55.3% | $286.37万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $802.36万 | 0.00% | 231,896 | -10,234 | -4.2% | -$35.41万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $800.62万 | 0.00% | 3,861 | -188 | -4.6% | -$38.98万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $800.62万 | 0.00% | 29,594 | 332 | 1.1% | $8.98万 | 加仓 |
| RIG | TRANSOCEAN LTD | $798.49万 | 0.00% | 1,632,895 | 51,260 | 3.2% | $25.07万 | 加仓 |
| RBC | RBC BEARINGS INC | $798.44万 | 0.00% | 12,397 | 3,220 | 35.1% | $207.39万 | 加仓 |
| ARTY | ISHARES TR | $796.08万 | 0.00% | 104,528 | 9,440 | 9.9% | $71.89万 | 加仓 |
| ROG | ROGERS CORP | $795.72万 | 0.00% | 48,600 | 4,872 | 11.1% | $79.77万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $794.82万 | 0.00% | 84,448 | 27,712 | 48.8% | $260.82万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $792.41万 | 0.00% | 83,924 | -4,914 | -5.5% | -$46.40万 | 减仓 |
| YELP | YELP INC | $792.28万 | 0.00% | 323,117 | -38,177 | -10.6% | -$93.61万 | 减仓 |
| KGC | KINROSS GOLD CORP | $791.10万 | 0.00% | 334,929 | 74,210 | 28.5% | $175.28万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $790.72万 | 0.00% | 259,720 | -11,051 | -4.1% | -$33.64万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $789.92万 | 0.00% | 162,668 | -1,218 | -0.7% | -$5.91万 | 减仓 |
| RBRK | RUBRIK INC. | $787.47万 | 0.00% | 98,091 | 68,448 | 230.9% | $549.50万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $786.28万 | 0.00% | 95,655 | 64,654 | 208.6% | $531.45万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $785.60万 | 0.00% | 90,559 | 8,154 | 9.9% | $70.74万 | 加仓 |
| DEO | DIAGEO PLC | $781.96万 | 0.00% | 97,283 | 52,031 | 115.0% | $418.23万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $781.85万 | 0.00% | 52,582 | 24,249 | 85.6% | $360.56万 | 加仓 |
| PLGO | PELAGOS INS CAP LTD | $780.81万 | 0.00% | 320,661 | 88,700 | 38.2% | $215.98万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $780.79万 | 0.00% | 225,206 | 81,392 | 56.6% | $282.19万 | 加仓 |
| NYF | ISHARES TR | $780.48万 | 0.00% | 144,788 | 13,503 | 10.3% | $72.79万 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $780.10万 | 0.00% | 592,784 | 249,634 | 72.7% | $328.52万 | 加仓 |
| ESLT | ELBIT SYS LTD | $779.53万 | 0.00% | 10,274 | -84 | -0.8% | -$6.37万 | 减仓 |
| HSTM | HEALTHSTREAM INC | $778.95万 | 0.00% | 285,852 | 67,666 | 31.0% | $184.39万 | 加仓 |
| FICO | FAIR ISAAC CORP | $778.94万 | 0.00% | 6,520 | -1,471 | -18.4% | -$175.74万 | 减仓 |
| HUBB | HUBBELL INC | $778.39万 | 0.00% | 14,877 | 95 | 0.6% | $4.97万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $777.22万 | 0.00% | 152,248 | -8,736 | -5.4% | -$44.60万 | 减仓 |
| FSLR | FIRST SOLAR INC | $775.70万 | 0.00% | 32,874 | 5,141 | 18.5% | $121.31万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $773.79万 | 0.00% | 201,982 | 1,340 | 0.7% | $5.13万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $771.50万 | 0.00% | 27,564 | -8,705 | -24.0% | -$243.65万 | 减仓 |
| CSGP | COSTAR GROUP INC | $771.41万 | 0.00% | 272,391 | 175,160 | 180.1% | $496.05万 | 加仓 |
| TECK | TECK RESOURCES LTD | $770.47万 | 0.00% | 129,578 | 16,878 | 15.0% | $100.36万 | 加仓 |
| LOGI | LOGITECH INTL S A | $768.15万 | 0.00% | 81,683 | 14,403 | 21.4% | $135.45万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $764.33万 | 0.00% | 71,346 | -1,375 | -1.9% | -$14.73万 | 减仓 |
| BGC | BGC GROUP INC | $764.23万 | 0.00% | 714,903 | 161,736 | 29.2% | $172.90万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $763.31万 | 0.00% | 29,286 | 7,093 | 32.0% | $184.87万 | 加仓 |
| GFI | GOLD FIELDS LTD | $762.75万 | 0.00% | 227,076 | 74,863 | 49.2% | $251.46万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $761.75万 | 0.00% | 144,134 | 25,288 | 21.3% | $133.65万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $761.67万 | 0.00% | 285,804 | 78,429 | 37.8% | $209.01万 | 加仓 |
| PODD | INSULET CORP | $761.15万 | 0.00% | 49,993 | 27,554 | 122.8% | $419.51万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $759.54万 | 0.00% | 75,142 | 15,239 | 25.4% | $154.04万 | 加仓 |
| RELX | RELX PLC | $759.22万 | 0.00% | 239,729 | -6,729 | -2.7% | -$21.31万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $757.91万 | 0.00% | 11,365 | 1,305 | 13.0% | $87.03万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $755.17万 | 0.00% | 20,318 | 4,381 | 27.5% | $162.83万 | 加仓 |
| GDX | VANECK ETF TRUST | $754.80万 | 0.00% | 100,040 | 2,532 | 2.6% | $19.10万 | 加仓 |
| IT | GARTNER INC | $753.30万 | 0.00% | 58,116 | 3,125 | 5.7% | $40.51万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $751.71万 | 0.00% | 277,281 | 144,930 | 109.5% | $392.91万 | 加仓 |
| MSTR | STRATEGY INC | $750.07万 | 0.00% | 86,284 | -13,090 | -13.2% | -$113.79万 | 减仓 |
| SON | SONOCO PRODS CO | $750.06万 | 0.00% | 133,108 | 43,217 | 48.1% | $243.53万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $749.94万 | 0.00% | 72,654 | 6,174 | 9.3% | $63.73万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $746.91万 | 0.00% | 85,812 | 12,381 | 16.9% | $107.76万 | 加仓 |
| WSBC | WESBANCO INC | $745.64万 | 0.00% | 191,042 | 23,790 | 14.2% | $92.85万 | 加仓 |
| TLH | ISHARES TR | $745.53万 | 0.00% | 74,293 | 6,221 | 9.1% | $62.43万 | 加仓 |
| TNET | TRINET GROUP INC | $744.60万 | 0.00% | 150,454 | 75,375 | 100.4% | $373.03万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $743.66万 | 0.00% | 165,810 | 27,081 | 19.5% | $121.46万 | 加仓 |
| ERAS | ERASCA INC | $743.57万 | 0.00% | 405,879 | -12,955 | -3.1% | -$23.73万 | 减仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $742.69万 | 0.00% | 86,369 | 16,336 | 23.3% | $140.47万 | 加仓 |