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 |
|---|---|---|---|---|---|---|---|---|
| APPF | APPFOLIO INC | $646.21万 | 0.00% | 40,300 | -242 | -0.6% | -$3.88万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $641.18万 | 0.00% | 44,967 | 6,648 | 17.3% | $94.79万 | 加仓 |
| RGLD | ROYAL GOLD INC | $641.12万 | 0.00% | 32,119 | 4,183 | 15.0% | $83.50万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $641.06万 | 0.00% | 24,216 | -1,267 | -5.0% | -$33.54万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $640.64万 | 0.00% | 41,883 | 10,795 | 34.7% | $165.12万 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $639.32万 | 0.00% | 481,412 | 277,860 | 136.5% | $369.00万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $639.11万 | 0.00% | 76,303 | 14,107 | 22.7% | $118.16万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $638.96万 | 0.00% | 47,637 | 5,645 | 13.4% | $75.72万 | 加仓 |
| IVZ | INVESCO LTD | $638.93万 | 0.00% | 242,112 | 748 | 0.3% | $1.97万 | 加仓 |
| RBA | RB GLOBAL INC | $637.55万 | 0.00% | 54,749 | 8,360 | 18.0% | $97.35万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $636.88万 | 0.00% | 286,369 | 7,125 | 2.6% | $15.85万 | 加仓 |
| TLTD | FLEXSHARES TR | $636.07万 | 0.00% | 64,854 | 109 | 0.2% | $1.07万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $635.91万 | 0.00% | 24,046 | 2,307 | 10.6% | $61.01万 | 加仓 |
| — | NUVALENT INC | $635.87万 | 0.00% | 51,487 | 13,067 | 34.0% | $161.38万 | 加仓 |
| MRNA | MODERNA INC | $634.97万 | 0.00% | 90,670 | 3,761 | 4.3% | $26.34万 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $634.85万 | 0.00% | 36,498 | 13,038 | 55.6% | $226.78万 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $634.50万 | 0.00% | 145,215 | 41,922 | 40.6% | $183.17万 | 加仓 |
| U | UNITY SOFTWARE INC | $633.90万 | 0.00% | 221,798 | 97,209 | 78.0% | $277.82万 | 加仓 |
| POOL | POOL CORP | $633.80万 | 0.00% | 29,493 | 15,518 | 111.0% | $333.48万 | 加仓 |
| MRCY | MERCURY SYS INC | $633.26万 | 0.00% | 51,767 | 13,665 | 35.9% | $167.16万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $632.46万 | 0.00% | 58,421 | 18,751 | 47.3% | $203.00万 | 加仓 |
| AIZ | ASSURANT INC | $632.41万 | 0.00% | 23,551 | 6,142 | 35.3% | $164.93万 | 加仓 |
| IDV | ISHARES TR | $630.82万 | 0.00% | 152,262 | -4,514 | -2.9% | -$18.70万 | 减仓 |
| TOL | TOLL BROTHERS INC | $629.78万 | 0.00% | 38,226 | 207 | 0.5% | $3.41万 | 加仓 |
| ADT | ADT INC DEL | $629.68万 | 0.00% | 968,733 | 391,563 | 67.8% | $254.52万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $626.47万 | 0.00% | 23,969 | 4,651 | 24.1% | $121.56万 | 加仓 |
| CBZ | CBIZ INC | $625.83万 | 0.00% | 195,084 | 116,861 | 149.4% | $374.89万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $624.83万 | 0.00% | 192,256 | 17,417 | 10.0% | $56.61万 | 加仓 |
| BALL | BALL CORP | $623.65万 | 0.00% | 99,943 | 25,146 | 33.6% | $156.91万 | 加仓 |
| WDFC | WD 40 CO | $623.40万 | 0.00% | 25,587 | -2,247 | -8.1% | -$54.75万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $623.08万 | 0.00% | 56,433 | 1,270 | 2.3% | $14.02万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $622.09万 | 0.00% | 5,450 | 408 | 8.1% | $46.57万 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $621.23万 | 0.00% | 408,438 | 226,936 | 125.0% | $345.17万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $620.75万 | 0.00% | 218,649 | 1,774 | 0.8% | $5.04万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $620.20万 | 0.00% | 55,365 | -2,430 | -4.2% | -$27.22万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $619.91万 | 0.00% | 69,762 | 5,272 | 8.2% | $46.85万 | 加仓 |
| FIVE | FIVE BELOW INC | $618.81万 | 0.00% | 34,418 | -6,061 | -15.0% | -$108.97万 | 减仓 |
| CWB | SPDR SERIES TRUST | $618.38万 | 0.00% | 57,353 | -8,875 | -13.4% | -$95.69万 | 减仓 |
| IXN | ISHARES TR | $616.37万 | 0.00% | 42,661 | 2,473 | 6.2% | $35.73万 | 加仓 |
| VDC | VANGUARD WORLD FD | $615.84万 | 0.00% | 27,311 | 3,093 | 12.8% | $69.74万 | 加仓 |
| FNV | FRANCO NEV CORP | $615.80万 | 0.00% | 29,543 | 3,057 | 11.5% | $63.72万 | 加仓 |
| BY | BYLINE BANCORP INC | $615.62万 | 0.00% | 163,467 | 20,291 | 14.2% | $76.42万 | 加仓 |
| IQDF | FLEXSHARES TR | $614.85万 | 0.00% | 177,907 | -651 | -0.4% | -$2.25万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $611.78万 | 0.00% | 163,752 | -8,135 | -4.7% | -$30.39万 | 减仓 |
| PSO | PEARSON PLC | $611.75万 | 0.00% | 384,989 | 119,339 | 44.9% | $189.63万 | 加仓 |
| ADNT | ADIENT PLC | $611.58万 | 0.00% | 332,743 | 12,639 | 3.9% | $23.23万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $611.40万 | 0.00% | 61,098 | 6,772 | 12.5% | $67.77万 | 加仓 |
| YETI | YETI HLDGS INC | $611.29万 | 0.00% | 123,343 | 45,333 | 58.1% | $224.67万 | 加仓 |
| AMSF | AMERISAFE INC | $611.03万 | 0.00% | 180,616 | 135,848 | 303.4% | $459.58万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $610.97万 | 0.00% | 143,196 | 3,254 | 2.3% | $13.88万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $610.96万 | 0.00% | 111,205 | 47,309 | 74.0% | $259.92万 | 加仓 |
| MTZ | MASTEC INC | $610.66万 | 0.00% | 14,677 | 320 | 2.2% | $13.31万 | 加仓 |
| EXP | EAGLE MATLS INC | $610.32万 | 0.00% | 27,125 | 12,876 | 90.4% | $289.71万 | 加仓 |
| MZTI | MARZETTI COMPANY | $608.90万 | 0.00% | 53,337 | 36,602 | 218.7% | $417.85万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $608.60万 | 0.00% | 695,543 | 260,850 | 60.0% | $228.24万 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $607.99万 | 0.00% | 222,055 | 64,706 | 41.1% | $177.17万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $607.98万 | 0.00% | 214,228 | -10,350 | -4.6% | -$29.37万 | 减仓 |
| SOLV | SOLVENTUM CORP | $605.06万 | 0.00% | 78,426 | 29,004 | 58.7% | $223.77万 | 加仓 |
| USHY | ISHARES TR | $604.12万 | 0.00% | 163,188 | 3,231 | 2.0% | $11.96万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $602.71万 | 0.00% | 78,692 | 13,734 | 21.1% | $105.19万 | 加仓 |
| FRSH | FRESHWORKS INC | $601.87万 | 0.00% | 594,732 | 219,861 | 58.6% | $222.50万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $601.61万 | 0.00% | 123,636 | -14,565 | -10.5% | -$70.87万 | 减仓 |
| SNEX | STONEX GROUP INC | $600.23万 | 0.00% | 50,652 | 7,672 | 17.9% | $90.91万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $599.98万 | 0.00% | 68,789 | 24,988 | 57.0% | $217.95万 | 加仓 |
| OKTA | OKTA INC | $599.73万 | 0.00% | 43,953 | 8,354 | 23.5% | $113.99万 | 加仓 |
| GVA | GRANITE CONSTR INC | $599.69万 | 0.00% | 37,936 | 5,991 | 18.8% | $94.70万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $596.69万 | 0.00% | 131,082 | -709 | -0.5% | -$3.23万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $595.76万 | 0.00% | 368,661 | 124,956 | 51.3% | $201.93万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $594.85万 | 0.00% | 203,021 | -9,086 | -4.3% | -$26.62万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $594.16万 | 0.00% | 546,603 | -37,364 | -6.4% | -$40.61万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $593.71万 | 0.00% | 121,501 | 24,862 | 25.7% | $121.49万 | 加仓 |
| NMIH | NMI HLDGS INC | $593.58万 | 0.00% | 144,458 | 27,394 | 23.4% | $112.56万 | 加仓 |
| VLUE | ISHARES TR | $593.24万 | 0.00% | 29,690 | 1,895 | 6.8% | $37.86万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $592.56万 | 0.00% | 207,007 | -9,863 | -4.5% | -$28.23万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $592.04万 | 0.00% | 114,227 | 23,211 | 25.5% | $120.30万 | 加仓 |
| ICL | ICL GROUP LTD | $591.62万 | 0.00% | 1,188,000 | 504,477 | 73.8% | $251.23万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $590.03万 | 0.00% | 187,728 | 53,525 | 39.9% | $168.23万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $590.02万 | 0.00% | 195,564 | -5,412 | -2.7% | -$16.33万 | 减仓 |
| IPAR | INTERPARFUMS INC | $589.03万 | 0.00% | 52,658 | 8,926 | 20.4% | $99.85万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $588.19万 | 0.00% | 128,707 | 8,503 | 7.1% | $38.86万 | 加仓 |
| IBDR | ISHARES TR | $587.93万 | 0.00% | 242,647 | 33,134 | 15.8% | $80.28万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $586.36万 | 0.00% | 51,354 | -6,044 | -10.5% | -$69.01万 | 减仓 |
| FUL | FULLER H B CO | $584.73万 | 0.00% | 100,314 | 39,466 | 64.9% | $230.05万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $584.46万 | 0.00% | 302,518 | 94,178 | 45.2% | $181.95万 | 加仓 |
| THFF | FIRST FINANCIAL CORPORATION | $581.31万 | 0.00% | 75,066 | 1,673 | 2.3% | $12.96万 | 加仓 |
| DUOL | DUOLINGO INC | $581.15万 | 0.00% | 50,526 | 36,049 | 249.0% | $414.64万 | 加仓 |
| ENTG | ENTEGRIS INC | $580.96万 | 0.00% | 32,301 | 2,813 | 9.5% | $50.59万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $580.00万 | 0.00% | 66,256 | 23,435 | 54.7% | $205.15万 | 加仓 |
| TENB | TENABLE HLDGS INC | $579.64万 | 0.00% | 157,168 | 19,949 | 14.5% | $73.57万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $579.57万 | 0.00% | 71,069 | 11,447 | 19.2% | $93.35万 | 加仓 |
| AEG | AEGON LTD | $578.70万 | 0.00% | 685,666 | 159,718 | 30.4% | $134.80万 | 加仓 |
| HRL | HORMEL FOODS CORP | $576.13万 | 0.00% | 232,122 | 8,821 | 4.0% | $21.89万 | 加仓 |
| UPBD | UPBOUND GROUP INC | $575.07万 | 0.00% | 271,002 | 174,825 | 181.8% | $370.98万 | 加仓 |
| PHIN | PHINIA INC | $574.23万 | 0.00% | 69,713 | 16,841 | 31.9% | $138.72万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $572.87万 | 0.00% | 317,030 | 33,465 | 11.8% | $60.47万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $572.14万 | 0.00% | 107,566 | 233 | 0.2% | $1.24万 | 加仓 |
| MXL | MAXLINEAR INC | $570.53万 | 0.00% | 44,562 | 8,466 | 23.5% | $108.39万 | 加仓 |
| VIS | VANGUARD WORLD FD | $569.66万 | 0.00% | 15,807 | 819 | 5.5% | $29.52万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $568.96万 | 0.00% | 88,210 | 1,477 | 1.7% | $9.53万 | 加仓 |
| CSL | CARLISLE COS INC | $567.89万 | 0.00% | 15,655 | 2,963 | 23.3% | $107.48万 | 加仓 |