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 |
|---|---|---|---|---|---|---|---|---|
| BKE | BUCKLE INC | $442.16万 | 0.00% | 87,799 | 14,535 | 19.8% | $73.20万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $442.15万 | 0.00% | 179,446 | 85,031 | 90.1% | $209.52万 | 加仓 |
| BALL | BALL CORP | $442.12万 | 0.00% | 74,797 | 41,834 | 126.9% | $247.28万 | 加仓 |
| MRNA | MODERNA INC | $441.50万 | 0.00% | 86,909 | 6,587 | 8.2% | $33.46万 | 加仓 |
| NMIH | NMI HLDGS INC | $439.11万 | 0.00% | 117,064 | 26,664 | 29.5% | $100.02万 | 加仓 |
| FSLY | FASTLY INC | $438.87万 | 0.00% | 151,021 | 87,739 | 138.6% | $254.97万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $437.88万 | 0.00% | 65,492 | -238 | -0.4% | -$1.59万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $437.78万 | 0.00% | 88,244 | 5,047 | 6.1% | $25.04万 | 加仓 |
| VCR | VANGUARD WORLD FD | $437.60万 | 0.00% | 12,189 | 1,078 | 9.7% | $38.70万 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $437.34万 | 0.00% | 261,880 | 7,303 | 2.9% | $12.20万 | 加仓 |
| SITM | SITIME CORP | $436.39万 | 0.00% | 12,636 | 1,601 | 14.5% | $55.29万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $435.58万 | 0.00% | 82,247 | 4,780 | 6.2% | $25.32万 | 加仓 |
| NBR | NABORS INDUSTRIES LTD | $433.01万 | 0.00% | 50,315 | 12,454 | 32.9% | $107.18万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $432.81万 | 0.00% | 435,422 | 266,629 | 158.0% | $265.03万 | 加仓 |
| CNS | COHEN & STEERS INC | $432.79万 | 0.00% | 69,192 | 39,300 | 131.5% | $245.82万 | 加仓 |
| EXPO | EXPONENT INC | $432.61万 | 0.00% | 66,300 | -19,823 | -23.0% | -$129.35万 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $431.97万 | 0.00% | 68,960 | 8,778 | 14.6% | $54.99万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $431.30万 | 0.00% | 118,521 | 78,178 | 193.8% | $284.49万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $431.09万 | 0.00% | 43,801 | 13,611 | 45.1% | $133.96万 | 加仓 |
| EWJ | ISHARES INC | $429.31万 | 0.00% | 50,842 | 4,223 | 9.1% | $35.66万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $427.47万 | 0.00% | 93,908 | -5,905 | -5.9% | -$26.88万 | 减仓 |
| BMI | BADGER METER INC | $426.72万 | 0.00% | 28,009 | 8,149 | 41.0% | $124.15万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $426.31万 | 0.00% | 110,758 | 20,853 | 23.2% | $80.26万 | 加仓 |
| BDC | BELDEN INC | $426.29万 | 0.00% | 37,124 | 2,389 | 6.9% | $27.43万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $425.39万 | 0.00% | 133,812 | 34,200 | 34.3% | $108.72万 | 加仓 |
| TIMB | TIM S A | $424.42万 | 0.00% | 160,219 | 66,907 | 71.7% | $177.24万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $424.12万 | 0.00% | 14,748 | 10,808 | 274.3% | $310.81万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $424.07万 | 0.00% | 21,638 | 2,693 | 14.2% | $52.78万 | 加仓 |
| TS | TENARIS S A | $423.67万 | 0.00% | 72,820 | 15,008 | 26.0% | $87.32万 | 加仓 |
| CSL | CARLISLE COS INC | $423.44万 | 0.00% | 12,692 | 2,832 | 28.7% | $94.48万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $422.72万 | 0.00% | 98,999 | 15,037 | 17.9% | $64.21万 | 加仓 |
| WMK | WEIS MKTS INC | $421.80万 | 0.00% | 61,676 | 20,658 | 50.4% | $141.28万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $421.45万 | 0.00% | 44,173 | -9,654 | -17.9% | -$92.11万 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $421.24万 | 0.00% | 143,232 | 38,430 | 36.7% | $113.02万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $419.99万 | 0.00% | 41,415 | 8,176 | 24.6% | $82.91万 | 加仓 |
| CAR | AVIS BUDGET GROUP INC | $419.39万 | 0.00% | 28,755 | 4,620 | 19.1% | $67.38万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $417.39万 | 0.00% | 123,599 | -5,137 | -4.0% | -$17.35万 | 减仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $414.69万 | 0.00% | 183,818 | 112,070 | 156.2% | $252.83万 | 加仓 |
| AGNC | AGNC INVT CORP | $414.16万 | 0.00% | 412,920 | 28,985 | 7.5% | $29.07万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $413.12万 | 0.00% | 60,503 | 3,474 | 6.1% | $23.72万 | 加仓 |
| NWG | NATWEST GROUP PLC | $413.02万 | 0.00% | 277,192 | -33,195 | -10.7% | -$49.46万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $411.68万 | 0.00% | 15,937 | 2,056 | 14.8% | $53.11万 | 加仓 |
| PLAB | PHOTRONICS INC | $408.53万 | 0.00% | 101,097 | 53,932 | 114.3% | $217.94万 | 加仓 |
| OGS | ONE GAS INC | $407.73万 | 0.00% | 47,339 | 7,354 | 18.4% | $63.34万 | 加仓 |
| — | MASIMO CORP | $407.67万 | 0.00% | 22,920 | 5,811 | 34.0% | $103.36万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $407.64万 | 0.00% | 91,255 | 14,279 | 18.5% | $63.78万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $406.87万 | 0.00% | 65,183 | 1,778 | 2.8% | $11.10万 | 加仓 |
| CPT | CAMDEN PPTY TR | $406.59万 | 0.00% | 41,633 | -41,481 | -49.9% | -$405.11万 | 减仓 |
| HRB | BLOCK H & R INC | $404.88万 | 0.00% | 127,561 | 30,364 | 31.2% | $96.38万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $403.16万 | 0.00% | 56,736 | 26,155 | 85.5% | $185.86万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $402.98万 | 0.00% | 158,155 | 31,988 | 25.4% | $81.51万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $402.81万 | 0.00% | 36,921 | 2,073 | 5.9% | $22.62万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $402.64万 | 0.00% | 80,336 | -21,903 | -21.4% | -$109.78万 | 减仓 |
| CELC | CELCUITY INC | $401.99万 | 0.00% | 35,219 | 14,247 | 67.9% | $162.62万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $401.99万 | 0.00% | 125,819 | 125,819 | — | $401.99万 | 新建仓 |
| SHOO | MADDEN STEVEN LTD | $401.89万 | 0.00% | 118,481 | -2,448 | -2.0% | -$8.30万 | 减仓 |
| IXN | ISHARES TR | $401.76万 | 0.00% | 40,188 | -1,454 | -3.5% | -$14.54万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $401.45万 | 0.00% | 118,318 | 118,318 | — | $401.45万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $400.70万 | 0.00% | 19,595 | 6,234 | 46.7% | $127.48万 | 加仓 |
| GIB | CGI INC | $400.59万 | 0.00% | 54,800 | -3,897 | -6.6% | -$28.49万 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $400.04万 | 0.00% | 103,293 | 23,855 | 30.0% | $92.39万 | 加仓 |
| HP | HELMERICH & PAYNE INC | $399.44万 | 0.00% | 110,862 | 13,593 | 14.0% | $48.98万 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $399.40万 | 0.00% | 49,887 | 10,612 | 27.0% | $84.96万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $398.64万 | 0.00% | 69,161 | 69,161 | — | $398.64万 | 新建仓 |
| IPAR | INTERPARFUMS INC | $397.26万 | 0.00% | 43,732 | 29,374 | 204.6% | $266.83万 | 加仓 |
| FLS | FLOWSERVE CORP | $397.20万 | 0.00% | 54,034 | 11,624 | 27.4% | $85.45万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $396.87万 | 0.00% | 434,693 | 283,137 | 186.8% | $258.50万 | 加仓 |
| ALLY | ALLY FINL INC | $395.58万 | 0.00% | 100,837 | -1,451 | -1.4% | -$5.69万 | 减仓 |
| ILCG | ISHARES TR | $395.39万 | 0.00% | 41,411 | 1,648 | 4.1% | $15.74万 | 加仓 |
| VLUE | ISHARES TR | $395.22万 | 0.00% | 27,795 | 11,549 | 71.1% | $164.22万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $394.34万 | 0.00% | 37,653 | 2,773 | 8.0% | $29.04万 | 加仓 |
| — | NUVALENT INC | $393.61万 | 0.00% | 38,420 | 8,480 | 28.3% | $86.88万 | 加仓 |
| EGY | VAALCO ENERGY INC | $392.62万 | 0.00% | 619,275 | 243,073 | 64.6% | $154.11万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $392.55万 | 0.00% | 86,733 | 4,220 | 5.1% | $19.10万 | 加仓 |
| CSGP | COSTAR GROUP INC | $392.23万 | 0.00% | 97,231 | 42,741 | 78.4% | $172.42万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $392.18万 | 0.00% | 52,228 | -2,546 | -4.6% | -$19.12万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $392.13万 | 0.00% | 39,798 | -5,588 | -12.3% | -$55.06万 | 减仓 |
| IMCG | ISHARES TR | $391.68万 | 0.00% | 49,724 | 1,110 | 2.3% | $8.74万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $391.67万 | 0.00% | 64,806 | -1,663 | -2.5% | -$10.05万 | 减仓 |
| NUMV | NUSHARES ETF TR | $390.19万 | 0.00% | 100,641 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $390.10万 | 0.00% | 40,652 | -1,104 | -2.6% | -$10.59万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $389.45万 | 0.00% | 22,193 | 10,634 | 92.0% | $186.61万 | 加仓 |
| PBP | INVESCO EXCHANGE TRADED FD T | $389.38万 | 0.00% | 177,070 | 6,543 | 3.8% | $14.39万 | 加仓 |
| KXI | ISHARES TR | $388.84万 | 0.00% | 58,027 | 313 | 0.5% | $2.10万 | 加仓 |
| UI | UBIQUITI INC | $388.24万 | 0.00% | 4,913 | 776 | 18.8% | $61.32万 | 加仓 |
| FLNG | FLEX LNG LTD | $388.17万 | 0.00% | 130,653 | 54,696 | 72.0% | $162.50万 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $387.10万 | 0.00% | 114,325 | 10,186 | 9.8% | $34.49万 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $387.00万 | 0.00% | 24,351 | -1,025 | -4.0% | -$16.29万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $386.90万 | 0.00% | 43,737 | -5,135 | -10.5% | -$45.42万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $386.71万 | 0.00% | 90,863 | 61,060 | 204.9% | $259.87万 | 加仓 |
| IGV | ISHARES TR | $385.44万 | 0.00% | 48,149 | 8,531 | 21.5% | $68.29万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $385.19万 | 0.00% | 41,710 | 1,924 | 4.8% | $17.77万 | 加仓 |
| SMTC | SEMTECH CORP | $385.12万 | 0.00% | 50,087 | 6,218 | 14.2% | $47.81万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $383.51万 | 0.00% | 372,338 | 4,158 | 1.1% | $4.28万 | 加仓 |
| TCBK | TRICO BANCSHARES | $383.49万 | 0.00% | 80,666 | 3,474 | 4.5% | $16.52万 | 加仓 |
| GVA | GRANITE CONSTR INC | $382.96万 | 0.00% | 31,945 | 7,616 | 31.3% | $91.30万 | 加仓 |
| AEG | AEGON LTD | $381.84万 | 0.00% | 525,948 | 21,215 | 4.2% | $15.40万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $380.67万 | 0.00% | 23,074 | 7,813 | 51.2% | $128.90万 | 加仓 |
| THRM | GENTHERM INC | $380.15万 | 0.00% | 136,844 | 1,194 | 0.9% | $3.32万 | 加仓 |
| IQLT | ISHARES TR | $379.89万 | 0.00% | 82,174 | 813 | 1.0% | $3.76万 | 加仓 |