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 |
|---|---|---|---|---|---|---|---|---|
| ONEQ | FIDELITY COMWLTH TR | $564.48万 | 0.00% | 66,480 | 8,763 | 15.2% | $74.41万 | 加仓 |
| CCI | CROWN CASTLE INC | $564.14万 | 0.00% | 69,381 | -8,587 | -11.0% | -$69.82万 | 减仓 |
| VAW | VANGUARD WORLD FD | $561.63万 | 0.00% | 24,924 | -692 | -2.7% | -$15.59万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $561.58万 | 0.00% | 19,318 | 5,232 | 37.1% | $152.10万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $560.93万 | 0.00% | 248,527 | 73,322 | 41.8% | $165.49万 | 加仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $560.05万 | 0.00% | 1,214,852 | 640,108 | 111.4% | $295.09万 | 加仓 |
| RES | RPC INC | $559.75万 | 0.00% | 790,605 | 107,078 | 15.7% | $75.81万 | 加仓 |
| DOX | AMDOCS LTD | $559.75万 | 0.00% | 85,772 | 45,632 | 113.7% | $297.79万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $559.35万 | 0.00% | 60,720 | 2,555 | 4.4% | $23.54万 | 加仓 |
| TKC | TURKCELL ILETISIM | $558.12万 | 0.00% | 925,577 | 227,933 | 32.7% | $137.44万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $558.07万 | 0.00% | 57,759 | 546 | 1.0% | $5.28万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $557.00万 | 0.00% | 51,507 | 1,603 | 3.2% | $17.33万 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $555.57万 | 0.00% | 70,033 | 21,125 | 43.2% | $167.58万 | 加仓 |
| RPM | RPM INTL INC | $554.78万 | 0.00% | 55,812 | -1,077 | -1.9% | -$10.71万 | 减仓 |
| ORI | OLD REP INTL CORP | $554.09万 | 0.00% | 138,869 | -34,009 | -19.7% | -$135.70万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $553.37万 | 0.00% | 88,256 | 13,835 | 18.6% | $86.75万 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $552.10万 | 0.00% | 97,804 | 36,454 | 59.4% | $205.78万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $551.68万 | 0.00% | 118,846 | 65,481 | 122.7% | $303.96万 | 加仓 |
| NMR | NOMURA HLDGS INC | $551.28万 | 0.00% | 698,705 | 134,920 | 23.9% | $106.45万 | 加仓 |
| TEX | TEREX CORP NEW | $551.22万 | 0.00% | 93,269 | 46,863 | 101.0% | $276.96万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $550.92万 | 0.00% | 36,836 | 16,059 | 77.3% | $240.18万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $549.94万 | 0.00% | 73,082 | -7,922 | -9.8% | -$59.61万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $548.30万 | 0.00% | 207,375 | 80,621 | 63.6% | $213.16万 | 加仓 |
| FSLR | FIRST SOLAR INC | $547.06万 | 0.00% | 27,733 | -1,949 | -6.6% | -$38.45万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $546.94万 | 0.00% | 21,739 | 8,232 | 60.9% | $207.11万 | 加仓 |
| NTES | NETEASE COM INC | $546.65万 | 0.00% | 48,835 | 5,125 | 11.7% | $57.37万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $546.44万 | 0.00% | 34,086 | 13,942 | 69.2% | $223.51万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $546.20万 | 0.00% | 279,244 | 17,216 | 6.6% | $33.67万 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $545.95万 | 0.00% | 343,150 | 122,115 | 55.2% | $194.29万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $545.80万 | 0.00% | 179,246 | 96,484 | 116.6% | $293.79万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $545.64万 | 0.00% | 95,726 | 74,170 | 344.1% | $422.77万 | 加仓 |
| WSO | WATSCO INC | $545.46万 | 0.00% | 14,994 | 6,190 | 70.3% | $225.18万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $545.07万 | 0.00% | 320,819 | 140,145 | 77.6% | $238.11万 | 加仓 |
| HQY | HEALTHEQUITY INC | $543.95万 | 0.00% | 65,089 | 5,444 | 9.1% | $45.50万 | 加仓 |
| VDC | VANGUARD WORLD FD | $543.91万 | 0.00% | 24,218 | 1,309 | 5.7% | $29.40万 | 加仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $543.18万 | 0.00% | 229,675 | 33,518 | 17.1% | $79.27万 | 加仓 |
| GPC | GENUINE PARTS CO | $541.82万 | 0.00% | 51,236 | 2,264 | 4.6% | $23.94万 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $541.78万 | 0.00% | 161,006 | 68,563 | 74.2% | $230.71万 | 加仓 |
| BGC | BGC GROUP INC | $541.00万 | 0.00% | 553,167 | 389,973 | 239.0% | $381.39万 | 加仓 |
| HEI | HEICO CORP NEW | $539.44万 | 0.00% | 19,673 | 3,176 | 19.3% | $87.09万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $535.75万 | 0.00% | 37,045 | 10,475 | 39.4% | $151.49万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $534.73万 | 0.00% | 119,466 | 11,452 | 10.6% | $51.26万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $534.43万 | 0.00% | 64,490 | 10,551 | 19.6% | $87.44万 | 加仓 |
| ENS | ENERSYS | $533.42万 | 0.00% | 30,706 | 7,652 | 33.2% | $132.93万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $533.09万 | 0.00% | 5,042 | -235 | -4.5% | -$24.85万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $532.80万 | 0.00% | 115,651 | -2,583 | -2.2% | -$11.90万 | 减仓 |
| HCC | WARRIOR MET COAL INC | $532.06万 | 0.00% | 57,119 | 13,503 | 31.0% | $125.78万 | 加仓 |
| IONQ | IONQ INC | $531.82万 | 0.00% | 184,469 | 10,858 | 6.3% | $31.30万 | 加仓 |
| DLTR | DOLLAR TREE INC | $531.62万 | 0.00% | 48,545 | 5,533 | 12.9% | $60.59万 | 加仓 |
| SE | SEA LTD | $529.58万 | 0.00% | 63,951 | 10,483 | 19.6% | $86.81万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $527.33万 | 0.00% | 61,475 | 10,908 | 21.6% | $93.57万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $524.72万 | 0.00% | 16,286 | 5,443 | 50.2% | $175.37万 | 加仓 |
| MOS | MOSAIC CO | $524.61万 | 0.00% | 205,731 | 109,871 | 114.6% | $280.17万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $523.88万 | 0.00% | 36,673 | 5,648 | 18.2% | $80.68万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $523.60万 | 0.00% | 55,163 | 13,697 | 33.0% | $130.01万 | 加仓 |
| MRTN | MARTEN TRANS LTD | $523.25万 | 0.00% | 398,513 | 29,168 | 7.9% | $38.30万 | 加仓 |
| PFF | ISHARES TR | $523.01万 | 0.00% | 172,498 | 23,207 | 15.5% | $70.36万 | 加仓 |
| MCRI | MONARCH CASINO & RESORT INC | $522.03万 | 0.00% | 54,606 | 27,809 | 103.8% | $265.85万 | 加仓 |
| NTNX | NUTANIX INC | $521.80万 | 0.00% | 137,279 | 92,148 | 204.2% | $350.25万 | 加仓 |
| ALB | ALBEMARLE CORP | $521.23万 | 0.00% | 29,033 | 10,536 | 57.0% | $189.15万 | 加仓 |
| QLD | PROSHARES TR | $521.16万 | 0.00% | 85,436 | -46,778 | -35.4% | -$285.35万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $520.94万 | 0.00% | 103,588 | 8,597 | 9.1% | $43.23万 | 加仓 |
| TOL | TOLL BROTHERS INC | $518.84万 | 0.00% | 38,019 | 13,498 | 55.0% | $184.21万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $518.44万 | 0.00% | 120,204 | 85,301 | 244.4% | $367.90万 | 加仓 |
| PNR | PENTAIR PLC | $518.20万 | 0.00% | 59,488 | 21,157 | 55.2% | $184.30万 | 加仓 |
| STNG | SCORPIO TANKERS INC | $518.12万 | 0.00% | 69,398 | 12,600 | 22.2% | $94.07万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $517.98万 | 0.00% | 31,431 | 5,947 | 23.3% | $98.01万 | 加仓 |
| MMSI | MERIT MED SYS INC | $517.81万 | 0.00% | 75,121 | 27,423 | 57.5% | $189.03万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $517.71万 | 0.00% | 56,108 | 26,710 | 90.9% | $246.45万 | 加仓 |
| CRWV | COREWEAVE INC | $515.46万 | 0.00% | 66,537 | -19,511 | -22.7% | -$151.15万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $515.07万 | 0.00% | 39,670 | 9,668 | 32.2% | $125.53万 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD | $514.86万 | 0.00% | 327,522 | 70,675 | 27.5% | $111.10万 | 加仓 |
| ATR | APTARGROUP INC | $514.28万 | 0.00% | 40,810 | 20,514 | 101.1% | $258.52万 | 加仓 |
| IMKTA | INGLES MKTS INC | $514.09万 | 0.00% | 57,191 | 20,317 | 55.1% | $182.63万 | 加仓 |
| BTU | PEABODY ENGR CORP | $514.07万 | 0.00% | 156,016 | 20,569 | 15.2% | $67.77万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $513.81万 | 0.00% | 119,049 | 25,360 | 27.1% | $109.45万 | 加仓 |
| RUN | SUNRUN INC | $512.93万 | 0.00% | 378,268 | -44,671 | -10.6% | -$60.57万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $512.11万 | 0.00% | 77,464 | 38,724 | 100.0% | $256.00万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $511.98万 | 0.00% | 77,903 | 8,452 | 12.2% | $55.55万 | 加仓 |
| EQBK | EQUITY BANCSHARES INC | $511.52万 | 0.00% | 115,181 | 3,104 | 2.8% | $13.78万 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $511.17万 | 0.00% | 273,645 | 38,965 | 16.6% | $72.79万 | 加仓 |
| VALE | VALE S A | $510.87万 | 0.00% | 321,097 | 46,103 | 16.8% | $73.35万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $510.85万 | 0.00% | 38,378 | 26,496 | 223.0% | $352.69万 | 加仓 |
| MYRG | MYR GROUP INC | $510.83万 | 0.00% | 18,094 | 6,379 | 54.5% | $180.09万 | 加仓 |
| DT | DYNATRACE INC | $510.49万 | 0.00% | 138,045 | 96,934 | 235.8% | $358.46万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $510.35万 | 0.00% | 174,597 | 39,786 | 29.5% | $116.29万 | 加仓 |
| IBDR | ISHARES TR | $507.86万 | 0.00% | 209,513 | 4,154 | 2.0% | $10.07万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $507.08万 | 0.00% | 28,333 | 375 | 1.3% | $6.71万 | 加仓 |
| RLI | RLI CORP | $506.05万 | 0.00% | 88,719 | -19,893 | -18.3% | -$113.47万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $505.82万 | 0.00% | 105,446 | 40,921 | 63.4% | $196.30万 | 加仓 |
| HRL | HORMEL FOODS CORP | $505.78万 | 0.00% | 223,301 | -23,912 | -9.7% | -$54.16万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $505.69万 | 0.00% | 243,705 | 57,732 | 31.0% | $119.79万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $505.61万 | 0.00% | 47,971 | 6,717 | 16.3% | $70.80万 | 加仓 |
| PRG | PROG HOLDINGS INC | $503.97万 | 0.00% | 175,660 | 67,717 | 62.7% | $194.28万 | 加仓 |
| IWY | ISHARES TR | $503.32万 | 0.00% | 20,227 | 8,631 | 74.4% | $214.77万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $502.96万 | 0.00% | 279,112 | -66,577 | -19.3% | -$119.97万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $502.47万 | 0.00% | 268,703 | -55,926 | -17.2% | -$104.58万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $501.67万 | 0.00% | 66,544 | -11,061 | -14.3% | -$83.39万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $500.71万 | 0.00% | 139,942 | 9,410 | 7.2% | $33.67万 | 加仓 |
| — | PLDT INC | $500.66万 | 0.00% | 237,954 | -3,223 | -1.3% | -$6.78万 | 减仓 |