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 |
|---|---|---|---|---|---|---|---|---|
| EPR | EPR PPTYS | $379.57万 | 0.00% | 75,976 | 31,179 | 69.6% | $155.77万 | 加仓 |
| ADT | ADT INC DEL | $379.20万 | 0.00% | 577,170 | 147,684 | 34.4% | $97.03万 | 加仓 |
| AIZ | ASSURANT INC | $379.19万 | 0.00% | 17,409 | 2,647 | 17.9% | $57.65万 | 加仓 |
| LAUR | LAUREATE ED INC | $378.59万 | 0.00% | 108,666 | 35,432 | 48.4% | $123.45万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $378.07万 | 0.00% | 280,053 | 6,743 | 2.5% | $9.10万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $377.49万 | 0.00% | 159,615 | 81,353 | 103.9% | $192.40万 | 加仓 |
| STLA | STELLANTIS N.V | $376.81万 | 0.00% | 531,462 | 38,029 | 7.7% | $26.96万 | 加仓 |
| IMCV | ISHARES TR | $376.66万 | 0.00% | 44,425 | -3 | -0.0% | -$254 | 减仓 |
| SMBC | SOUTHERN MO BANCORP INC | $376.45万 | 0.00% | 58,876 | 10,535 | 21.8% | $67.36万 | 加仓 |
| XBI | SPDR SERIES TRUST | $375.50万 | 0.00% | 29,398 | 4,051 | 16.0% | $51.74万 | 加仓 |
| FUL | FULLER H B CO | $375.31万 | 0.00% | 60,848 | -3,551 | -5.5% | -$21.90万 | 减仓 |
| HEI/A | HEICO CORP NEW | $374.03万 | 0.00% | 17,719 | 258 | 1.5% | $5.45万 | 加仓 |
| BC | BRUNSWICK CORP | $373.55万 | 0.00% | 51,340 | 12,126 | 30.9% | $88.23万 | 加仓 |
| BELFB | BEL FUSE INC | $372.72万 | 0.00% | 18,826 | 3,811 | 25.4% | $75.45万 | 加仓 |
| CTRE | CARETRUST REIT INC | $370.73万 | 0.00% | 101,154 | 11,027 | 12.2% | $40.41万 | 加仓 |
| BOTZ | GLOBAL X FDS | $370.24万 | 0.00% | 111,452 | 4,941 | 4.6% | $16.41万 | 加仓 |
| PVH | PVH CORPORATION | $370.04万 | 0.00% | 53,044 | 40,496 | 322.7% | $282.50万 | 加仓 |
| OBK | ORIGIN BANCORP INC | $369.83万 | 0.00% | 89,202 | 18,166 | 25.6% | $75.32万 | 加仓 |
| KRC | KILROY REALTY CORP | $365.01万 | 0.00% | 129,391 | 71,563 | 123.8% | $201.88万 | 加仓 |
| SGOL | ETFS GOLD TR | $362.13万 | 0.00% | 81,159 | 2,208 | 2.8% | $9.85万 | 加仓 |
| PHIN | PHINIA INC | $361.85万 | 0.00% | 52,872 | 19,013 | 56.2% | $130.12万 | 加仓 |
| NPO | ENPRO INC | $361.64万 | 0.00% | 14,428 | 3,505 | 32.1% | $87.85万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $361.02万 | 0.00% | 32,489 | 7,258 | 28.8% | $80.65万 | 加仓 |
| ASIX | ADVANSIX INC | $360.77万 | 0.00% | 147,856 | 79,698 | 116.9% | $194.46万 | 加仓 |
| APG | API GROUP CORP | $360.33万 | 0.00% | 88,927 | 11,552 | 14.9% | $46.81万 | 加仓 |
| FFBC | 1ST FINL BANCORP | $359.54万 | 0.00% | 128,960 | 33,785 | 35.5% | $94.19万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $359.12万 | 0.00% | 127,619 | 0 | 0.0% | — | 不变 |
| CRC | CALIFORNIA RES CORP | $358.23万 | 0.00% | 51,752 | 6,154 | 13.5% | $42.60万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $357.12万 | 0.00% | 132,708 | 17,372 | 15.1% | $46.75万 | 加仓 |
| ARMK | ARAMARK | $356.35万 | 0.00% | 87,901 | 21,358 | 32.1% | $86.59万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $356.27万 | 0.00% | 73,037 | 1,519 | 2.1% | $7.41万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $355.46万 | 0.00% | 73,428 | 37,347 | 103.5% | $180.80万 | 加仓 |
| NOVT | NOVANTA INC | $354.87万 | 0.00% | 30,046 | 8,522 | 39.6% | $100.65万 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $354.53万 | 0.00% | 23,460 | 13,303 | 131.0% | $201.03万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $354.05万 | 0.00% | 44,732 | 22,338 | 99.7% | $176.80万 | 加仓 |
| SMMV | ISHARES TR | $353.96万 | 0.00% | 81,152 | 1,185 | 1.5% | $5.17万 | 加仓 |
| IOT | SAMSARA INC | $353.64万 | 0.00% | 111,593 | -118,296 | -51.5% | -$374.88万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $353.29万 | 0.00% | 13,306 | 2,376 | 21.7% | $63.09万 | 加仓 |
| JOBY | JOBY AVIATION INC | $353.26万 | 0.00% | 427,675 | 121,725 | 39.8% | $100.54万 | 加仓 |
| DMC | FRESH DEL MONTE PRODUCE INC | $353.26万 | 0.00% | 87,744 | 25,047 | 39.9% | $100.84万 | 加仓 |
| LPL | LG DISPLAY CO LTD | $352.78万 | 0.00% | 909,221 | 890,812 | 4,839.0% | $345.64万 | 加仓 |
| ICL | ICL GROUP LTD | $352.60万 | 0.00% | 683,523 | -20,398 | -2.9% | -$10.52万 | 减仓 |
| ENVA | ENOVA INTL INC | $352.13万 | 0.00% | 25,924 | 3,874 | 17.6% | $52.62万 | 加仓 |
| NUDM | NUSHARES ETF TR | $352.07万 | 0.00% | 97,500 | 6,325 | 6.9% | $22.84万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $352.01万 | 0.00% | 125,718 | -2,631 | -2.0% | -$7.37万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $351.28万 | 0.00% | 50,976 | 31,170 | 157.4% | $214.79万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $350.59万 | 0.00% | 33,789 | 9,183 | 37.3% | $95.28万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $350.53万 | 0.00% | 54,236 | 3,218 | 6.3% | $20.80万 | 加仓 |
| ACT | ENACT HLDGS INC | $350.52万 | 0.00% | 85,890 | 33,619 | 64.3% | $137.20万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $350.36万 | 0.00% | 126,485 | 38,325 | 43.5% | $106.16万 | 加仓 |
| GKOS | GLAUKOS CORP | $350.25万 | 0.00% | 32,533 | 727 | 2.3% | $7.83万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $350.11万 | 0.00% | 113,744 | 2,242 | 2.0% | $6.90万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $349.90万 | 0.00% | 30,607 | 225 | 0.7% | $2.57万 | 加仓 |
| PSO | PEARSON PLC | $348.80万 | 0.00% | 265,650 | 77,259 | 41.0% | $101.44万 | 加仓 |
| SBSW | SIBANYE STILLWATER LTD | $348.71万 | 0.00% | 283,043 | 39,235 | 16.1% | $48.34万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $348.22万 | 0.00% | 60,194 | 42,157 | 233.7% | $243.88万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $347.69万 | 0.00% | 93,919 | 93,919 | — | $347.69万 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $347.54万 | 0.00% | 103,097 | 4,303 | 4.4% | $14.51万 | 加仓 |
| EPAM | EPAM SYS INC | $346.85万 | 0.00% | 25,617 | 10,758 | 72.4% | $145.66万 | 加仓 |
| ARW | ARROW ELECTRS INC | $346.77万 | 0.00% | 24,180 | 2,322 | 10.6% | $33.30万 | 加仓 |
| BWZ | SPDR SERIES TRUST | $346.76万 | 0.00% | 128,810 | 4,176 | 3.4% | $11.24万 | 加仓 |
| SNEX | STONEX GROUP INC | $346.64万 | 0.00% | 42,980 | 18,554 | 76.0% | $149.64万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $345.95万 | 0.00% | 27,313 | 3,528 | 14.8% | $44.69万 | 加仓 |
| ENTG | ENTEGRIS INC | $345.71万 | 0.00% | 29,488 | 9,009 | 44.0% | $105.62万 | 加仓 |
| INTA | INTAPP INC | $345.55万 | 0.00% | 134,508 | 99,580 | 285.1% | $255.82万 | 加仓 |
| SSD | SIMPSON MFG INC | $345.45万 | 0.00% | 20,129 | 6,400 | 46.6% | $109.84万 | 加仓 |
| SJM | SMUCKER J M CO | $345.26万 | 0.00% | 35,800 | 10,771 | 43.0% | $103.88万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $345.07万 | 0.00% | 96,550 | 6,632 | 7.4% | $23.70万 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES | $345.04万 | 0.00% | 91,427 | 36,165 | 65.4% | $136.49万 | 加仓 |
| PTC | PTC INC | $343.92万 | 0.00% | 24,136 | 6,757 | 38.9% | $96.28万 | 加仓 |
| TLT | ISHARES TR | $343.37万 | 0.00% | 39,608 | 7,336 | 22.7% | $63.60万 | 加仓 |
| BRZE | BRAZE INC | $343.18万 | 0.00% | 145,353 | 94,039 | 183.3% | $222.03万 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $341.92万 | 0.00% | 153,603 | 108,237 | 238.6% | $240.94万 | 加仓 |
| WINA | WINMARK CORP | $340.24万 | 0.00% | 7,958 | 2,202 | 38.3% | $94.15万 | 加仓 |
| TRP | TC ENERGY CORP | $340.19万 | 0.00% | 54,344 | 44 | 0.1% | $2,754 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $339.17万 | 0.00% | 24,733 | 4,801 | 24.1% | $65.84万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $338.12万 | 0.00% | 50,040 | 11,773 | 30.8% | $79.55万 | 加仓 |
| USNA | USANA HEALTH SCIENCES INC | $337.43万 | 0.00% | 193,148 | 68,639 | 55.1% | $119.91万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $337.22万 | 0.00% | 11,210 | 1,708 | 18.0% | $51.38万 | 加仓 |
| DEO | DIAGEO PLC | $336.90万 | 0.00% | 45,252 | -8,912 | -16.5% | -$66.35万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $336.72万 | 0.00% | 121,560 | 44,926 | 58.6% | $124.45万 | 加仓 |
| KBH | KB HOME | $336.64万 | 0.00% | 65,051 | -6,593 | -9.2% | -$34.12万 | 减仓 |
| GLRE | GREENLIGHT CAP RE LTD | $336.57万 | 0.00% | 194,664 | 20,012 | 11.5% | $34.60万 | 加仓 |
| FCN | FTI CONSULTING INC | $336.16万 | 0.00% | 19,017 | -8,401 | -30.6% | -$148.50万 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC | $336.11万 | 0.00% | 127,508 | 25,126 | 24.5% | $66.23万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $335.29万 | 0.00% | 46,717 | -30,154 | -39.2% | -$216.42万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $335.16万 | 0.00% | 248,266 | -24,142 | -8.9% | -$32.59万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $334.35万 | 0.00% | 42,821 | -1,257 | -2.9% | -$9.81万 | 减仓 |
| GLOB | GLOBANT S A | $333.84万 | 0.00% | 72,400 | 31,877 | 78.7% | $146.98万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $333.48万 | 0.00% | 81,714 | -6,401 | -7.3% | -$26.12万 | 减仓 |
| HXL | HEXCEL CORP NEW | $333.17万 | 0.00% | 41,168 | 7,750 | 23.2% | $62.72万 | 加仓 |
| KE | KIMBALL ELECTRONICS INC | $332.67万 | 0.00% | 140,426 | 25,781 | 22.5% | $61.08万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $332.37万 | 0.00% | 212,103 | 95,334 | 81.6% | $149.39万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $332.29万 | 0.00% | 134,203 | 64,276 | 91.9% | $159.15万 | 加仓 |
| KFY | KORN FERRY | $331.68万 | 0.00% | 52,690 | 11,620 | 28.3% | $73.15万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $330.91万 | 0.00% | 139,389 | 40,103 | 40.4% | $95.20万 | 加仓 |
| ESTC | ELASTIC N V | $330.28万 | 0.00% | 66,069 | -10,643 | -13.9% | -$53.20万 | 减仓 |
| MUSA | MURPHY USA INC | $330.27万 | 0.00% | 6,686 | -2,248 | -25.2% | -$111.04万 | 减仓 |
| AROC | ARCHROCK INC | $329.83万 | 0.00% | 94,778 | 20,767 | 28.1% | $72.27万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $329.22万 | 0.00% | 153,770 | 97,015 | 170.9% | $207.71万 | 加仓 |