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 |
|---|---|---|---|---|---|---|---|---|
| GRPM | INVESCO EXCHANGE TRADED FD T | $500.47万 | 0.00% | 42,331 | -3,394 | -7.4% | -$40.13万 | 减仓 |
| GAP | GAP INC | $500.03万 | 0.00% | 206,625 | 48,122 | 30.4% | $116.46万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $499.64万 | 0.00% | 37,482 | 17,716 | 89.6% | $236.15万 | 加仓 |
| RBC | RBC BEARINGS INC | $498.42万 | 0.00% | 9,177 | 5,080 | 124.0% | $275.90万 | 加仓 |
| NICE | NICE LTD | $498.34万 | 0.00% | 45,197 | 23,899 | 112.2% | $263.51万 | 加仓 |
| STRA | STRATEGIC ED INC | $498.21万 | 0.00% | 60,054 | 33,063 | 122.5% | $274.29万 | 加仓 |
| ROKU | ROKU INC | $497.07万 | 0.00% | 52,534 | 1,030 | 2.0% | $9.75万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $496.21万 | 0.00% | 116,920 | 36,230 | 44.9% | $153.76万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $493.94万 | 0.00% | 197,734 | 1,238 | 0.6% | $3.09万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $492.83万 | 0.00% | 133,162 | -13,458 | -9.2% | -$49.81万 | 减仓 |
| CARG | CARGURUS INC | $492.80万 | 0.00% | 144,727 | 44,683 | 44.7% | $152.15万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $492.58万 | 0.00% | 54,326 | 13 | 0.0% | $1,179 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $492.50万 | 0.00% | 73,431 | 19,134 | 35.2% | $128.33万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $492.39万 | 0.00% | 26,093 | -2,893 | -10.0% | -$54.59万 | 减仓 |
| MATX | MATSON INC | $490.69万 | 0.00% | 29,931 | 2,827 | 10.4% | $46.35万 | 加仓 |
| PAVE | GLOBAL X FDS | $489.95万 | 0.00% | 96,428 | 23,459 | 32.1% | $119.19万 | 加仓 |
| AVY | AVERY DENNISON CORP | $489.33万 | 0.00% | 28,337 | -927 | -3.2% | -$16.01万 | 减仓 |
| — | CHART INDS INC | $488.84万 | 0.00% | 23,644 | 2,295 | 10.7% | $47.45万 | 加仓 |
| — | COTERRA ENERGY INC | $488.72万 | 0.00% | 139,078 | 16,178 | 13.2% | $56.85万 | 加仓 |
| — | THOMSON REUTERS CORP | $487.28万 | 0.00% | 54,154 | 33,057 | 156.7% | $297.45万 | 加仓 |
| SON | SONOCO PRODS CO | $486.22万 | 0.00% | 89,891 | 29,982 | 50.0% | $162.17万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $484.99万 | 0.00% | 41,388 | -16,050 | -27.9% | -$188.08万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $484.85万 | 0.00% | 18,286 | 4,294 | 30.7% | $113.86万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $484.20万 | 0.00% | 107,529 | 22,259 | 26.1% | $100.23万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $483.23万 | 0.00% | 145,028 | 8,973 | 6.6% | $29.90万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $482.58万 | 0.00% | 78,024 | 48,540 | 164.6% | $300.22万 | 加仓 |
| VC | VISTEON CORP | $481.79万 | 0.00% | 52,880 | 17,531 | 49.6% | $159.73万 | 加仓 |
| USFD | US FOODS HLDG CORP | $481.51万 | 0.00% | 52,219 | 18,109 | 53.1% | $166.98万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $480.33万 | 0.00% | 49,392 | 5,248 | 11.9% | $51.04万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $480.29万 | 0.00% | 91,016 | 35,695 | 64.5% | $188.36万 | 加仓 |
| INDA | ISHARES TR | $480.04万 | 0.00% | 102,484 | -2,661 | -2.5% | -$12.46万 | 减仓 |
| MKC | MCCORMICK & CO INC | $479.97万 | 0.00% | 95,156 | 17,422 | 22.4% | $87.88万 | 加仓 |
| VMI | VALMONT INDS INC | $479.86万 | 0.00% | 12,009 | 702 | 6.2% | $28.05万 | 加仓 |
| CNO | CNO FINL GROUP INC | $479.46万 | 0.00% | 116,771 | -15,284 | -11.6% | -$62.76万 | 减仓 |
| AIQ | GLOBAL X FDS | $479.38万 | 0.00% | 102,717 | 17,682 | 20.8% | $82.52万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $479.23万 | 0.00% | 66,968 | 41,892 | 167.1% | $299.78万 | 加仓 |
| LRN | STRIDE INC | $478.63万 | 0.00% | 54,285 | 31,971 | 143.3% | $281.89万 | 加仓 |
| DCI | DONALDSON INC | $478.00万 | 0.00% | 56,322 | 10,507 | 22.9% | $89.17万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $476.58万 | 0.00% | 77,720 | -2,435 | -3.0% | -$14.93万 | 减仓 |
| WEN | WENDYS CO | $476.37万 | 0.00% | 685,429 | 164,741 | 31.6% | $114.49万 | 加仓 |
| IGM | ISHARES TR | $475.06万 | 0.00% | 40,086 | 1,906 | 5.0% | $22.59万 | 加仓 |
| PL | PLANET LABS PBC | $473.88万 | 0.00% | 169,546 | 99,444 | 141.9% | $277.95万 | 加仓 |
| KMT | KENNAMETAL INC | $473.49万 | 0.00% | 131,053 | 41,120 | 45.7% | $148.57万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $473.47万 | 0.00% | 51,369 | 23,873 | 86.8% | $220.04万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $473.41万 | 0.00% | 64,958 | 12,553 | 24.0% | $91.49万 | 加仓 |
| IPAC | ISHARES TR | $472.76万 | 0.00% | 61,790 | 2,944 | 5.0% | $22.52万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $472.18万 | 0.00% | 96,639 | -2,371 | -2.4% | -$11.58万 | 减仓 |
| IBDT | ISHARES TR | $471.29万 | 0.00% | 186,059 | -2,837 | -1.5% | -$7.19万 | 减仓 |
| PODD | INSULET CORP | $470.85万 | 0.00% | 22,439 | 12,967 | 136.9% | $272.10万 | 加仓 |
| TOST | TOAST INC | $469.39万 | 0.00% | 177,060 | 108,401 | 157.9% | $287.37万 | 加仓 |
| ROG | ROGERS CORP | $469.33万 | 0.00% | 43,728 | 8,031 | 22.5% | $86.20万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $469.28万 | 0.00% | 104,656 | 8,727 | 9.1% | $39.13万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $468.78万 | 0.00% | 27,735 | 3,088 | 12.5% | $52.19万 | 加仓 |
| VFC | V F CORP | $468.75万 | 0.00% | 275,895 | 135,381 | 96.3% | $230.01万 | 加仓 |
| LKQ | LKQ CORP | $468.56万 | 0.00% | 159,537 | 82,861 | 108.1% | $243.36万 | 加仓 |
| VIS | VANGUARD WORLD FD | $467.96万 | 0.00% | 14,988 | 195 | 1.3% | $6.09万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $467.82万 | 0.00% | 294,595 | 72,845 | 32.9% | $115.68万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $467.74万 | 0.00% | 15,737 | 3,315 | 26.7% | $98.53万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $467.60万 | 0.00% | 83,410 | 14,577 | 21.2% | $81.72万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $466.49万 | 0.00% | 136,641 | 83,334 | 156.3% | $284.50万 | 加仓 |
| LASR | NLIGHT INC | $466.28万 | 0.00% | 81,774 | 11,961 | 17.1% | $68.20万 | 加仓 |
| AVT | AVNET INC | $466.09万 | 0.00% | 75,640 | 16,583 | 28.1% | $102.18万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $465.71万 | 0.00% | 17,455 | 1,564 | 9.8% | $41.73万 | 加仓 |
| MAS | MASCO CORP | $465.34万 | 0.00% | 77,082 | 22,384 | 40.9% | $135.13万 | 加仓 |
| THFF | FIRST FINANCIAL CORPORATION | $463.84万 | 0.00% | 73,393 | 2,475 | 3.5% | $15.64万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $463.43万 | 0.00% | 2,459 | 496 | 25.3% | $93.48万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $462.70万 | 0.00% | 73,039 | 15,499 | 26.9% | $98.19万 | 加仓 |
| FLOT | ISHARES TR | $462.69万 | 0.00% | 90,813 | 34,733 | 61.9% | $176.96万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $462.07万 | 0.00% | 129,431 | 36,800 | 39.7% | $131.38万 | 加仓 |
| MTZ | MASTEC INC | $461.94万 | 0.00% | 14,357 | 2,090 | 17.0% | $67.25万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $461.39万 | 0.00% | 98,106 | 5,871 | 6.4% | $27.61万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $460.87万 | 0.00% | 49,050 | 5,775 | 13.3% | $54.26万 | 加仓 |
| ZD | ZIFF DAVIS INC | $460.54万 | 0.00% | 109,757 | 42,643 | 63.5% | $178.93万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $459.82万 | 0.00% | 22,091 | 5,725 | 35.0% | $119.16万 | 加仓 |
| TECH | BIO-TECHNE CORP | $458.70万 | 0.00% | 87,773 | 38,948 | 79.8% | $203.54万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $457.38万 | 0.00% | 163,817 | 13,776 | 9.2% | $38.46万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $457.28万 | 0.00% | 26,894 | 11,149 | 70.8% | $189.57万 | 加仓 |
| CFO | VICTORY PORTFOLIOS II | $456.96万 | 0.00% | 61,625 | -5,494 | -8.2% | -$40.74万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $456.69万 | 0.00% | 151,623 | -35,723 | -19.1% | -$107.60万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $456.40万 | 0.00% | 55,570 | 27,446 | 97.6% | $225.41万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $456.09万 | 0.00% | 67,052 | 21,257 | 46.4% | $144.59万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $454.78万 | 0.00% | 123,716 | 46,567 | 60.4% | $171.18万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $454.69万 | 0.00% | 52,780 | -4,242 | -7.4% | -$36.54万 | 减仓 |
| OC | OWENS CORNING NEW | $453.02万 | 0.00% | 41,861 | 13,080 | 45.4% | $141.55万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $452.75万 | 0.00% | 33,924 | 483 | 1.4% | $6.45万 | 加仓 |
| BY | BYLINE BANCORP INC | $452.01万 | 0.00% | 143,176 | 20,670 | 16.9% | $65.26万 | 加仓 |
| HSTM | HEALTHSTREAM INC | $451.86万 | 0.00% | 218,186 | 158,924 | 268.2% | $329.13万 | 加仓 |
| PJT | PJT PARTNERS INC | $450.17万 | 0.00% | 32,219 | 11,232 | 53.5% | $156.94万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $450.16万 | 0.00% | 61,080 | 6,760 | 12.4% | $49.82万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $449.41万 | 0.00% | 39,137 | -564 | -1.4% | -$6.48万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $448.53万 | 0.00% | 89,760 | 3,863 | 4.5% | $19.30万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $447.29万 | 0.00% | 63,635 | 28,396 | 80.6% | $199.59万 | 加仓 |
| CRVL | CORVEL CORP | $446.10万 | 0.00% | 81,629 | 57,122 | 233.1% | $312.17万 | 加仓 |
| KT | KT CORP | $446.00万 | 0.00% | 207,924 | 14,527 | 7.5% | $31.16万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $445.30万 | 0.00% | 172,198 | 70,450 | 69.2% | $182.18万 | 加仓 |
| RBA | RB GLOBAL INC | $444.64万 | 0.00% | 46,389 | 797 | 1.7% | $7.64万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $444.41万 | 0.00% | 60,136 | -508 | -0.8% | -$3.75万 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $443.61万 | 0.00% | 207,876 | 117,337 | 129.6% | $250.40万 | 加仓 |
| PLGO | FIDELIS INSURANCE HOLDINGS L | $443.28万 | 0.00% | 231,961 | 24,883 | 12.0% | $47.55万 | 加仓 |
| ARTY | ISHARES TR | $442.44万 | 0.00% | 95,088 | 6,602 | 7.5% | $30.72万 | 加仓 |