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 |
|---|---|---|---|---|---|---|---|---|
| DLS | WISDOMTREE TR | $328.96万 | 0.00% | 40,363 | 912 | 2.3% | $7.43万 | 加仓 |
| MPLX | MPLX LP | $328.86万 | 0.00% | 57,623 | 10,532 | 22.4% | $60.11万 | 加仓 |
| — | TOPBUILD COR | $328.44万 | 0.00% | 9,349 | 767 | 8.9% | $26.95万 | 加仓 |
| DRS | LEONARDO DRS INC | $328.36万 | 0.00% | 73,755 | 32,576 | 79.1% | $145.03万 | 加仓 |
| QYLD | GLOBAL X FDS | $328.12万 | 0.00% | 191,323 | 6,110 | 3.3% | $10.48万 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $328.03万 | 0.00% | 38,756 | 12,585 | 48.1% | $106.52万 | 加仓 |
| CENT | CENTRAL GARDEN & PET CO | $327.84万 | 0.00% | 89,159 | 40,963 | 85.0% | $150.62万 | 加仓 |
| ACI | ALBERTSONS COS INC | $327.47万 | 0.00% | 192,178 | 32,697 | 20.5% | $55.72万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $327.26万 | 0.00% | 59,773 | 38,172 | 176.7% | $208.99万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $327.14万 | 0.00% | 121,521 | -5,602 | -4.4% | -$15.08万 | 减仓 |
| CNH | CNH INDL N V | $326.95万 | 0.00% | 297,228 | 101,947 | 52.2% | $112.14万 | 加仓 |
| SHBI | SHORE BANCSHARES INC | $326.90万 | 0.00% | 174,998 | 15,583 | 9.8% | $29.11万 | 加仓 |
| BKH | BLACK HILLS CORP | $326.67万 | 0.00% | 47,064 | -686 | -1.4% | -$4.76万 | 减仓 |
| OSK | OSHKOSH CORP | $326.11万 | 0.00% | 22,153 | 3,968 | 21.8% | $58.41万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $326.08万 | 0.00% | 11,785 | 1,953 | 19.9% | $54.04万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $325.67万 | 0.00% | 23,440 | 4,530 | 24.0% | $62.94万 | 加仓 |
| TDW | TIDEWATER INC NEW | $325.28万 | 0.00% | 38,932 | 6,565 | 20.3% | $54.85万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $324.22万 | 0.00% | 17,314 | 5,988 | 52.9% | $112.13万 | 加仓 |
| OTEX | OPEN TEXT CORP | $323.98万 | 0.00% | 145,676 | 96,786 | 198.0% | $215.25万 | 加仓 |
| SOLV | SOLVENTUM CORP | $322.73万 | 0.00% | 49,422 | 13,432 | 37.3% | $87.71万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $322.65万 | 0.00% | 86,225 | 17,780 | 26.0% | $66.53万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $322.32万 | 0.00% | 133,688 | 118,359 | 772.1% | $285.36万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $321.90万 | 0.00% | 76,170 | 20,804 | 37.6% | $87.92万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $321.75万 | 0.00% | 132,351 | -29,418 | -18.2% | -$71.52万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $321.13万 | 0.00% | 14,682 | 119 | 0.8% | $2.60万 | 加仓 |
| ZECP | ZACKS TRUST | $320.53万 | 0.00% | 94,746 | -8,005 | -7.8% | -$27.08万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $320.47万 | 0.00% | 74,424 | -37,714 | -33.6% | -$162.40万 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $318.44万 | 0.00% | 62,196 | 34,195 | 122.1% | $175.08万 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $318.39万 | 0.00% | 100,186 | 20,155 | 25.2% | $64.05万 | 加仓 |
| GMAB | GENMAB A/S | $318.19万 | 0.00% | 118,596 | -11,987 | -9.2% | -$32.16万 | 减仓 |
| NUMG | NUSHARES ETF TR | $318.18万 | 0.00% | 77,454 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $316.95万 | 0.00% | 66,197 | 59,281 | 857.2% | $283.84万 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $316.38万 | 0.00% | 41,712 | 7,718 | 22.7% | $58.54万 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $316.37万 | 0.00% | 137,850 | 235 | 0.2% | $5,393 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $316.22万 | 0.00% | 32,416 | 11,446 | 54.6% | $111.66万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $316.17万 | 0.00% | 48,574 | 48,574 | — | $316.17万 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $315.99万 | 0.00% | 138,594 | 9,312 | 7.2% | $21.23万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $315.67万 | 0.00% | 63,408 | -1,825 | -2.8% | -$9.09万 | 减仓 |
| WEX | WEX INC | $315.57万 | 0.00% | 20,620 | 9,138 | 79.6% | $139.85万 | 加仓 |
| MTH | MERITAGE HOMES CORP | $315.50万 | 0.00% | 51,018 | 3,324 | 7.0% | $20.56万 | 加仓 |
| SSO | PROSHARES TR | $315.01万 | 0.00% | 60,718 | -7,144 | -10.5% | -$37.06万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $314.86万 | 0.00% | 58,189 | 7,764 | 15.4% | $42.01万 | 加仓 |
| PFFV | GLOBAL X FDS | $314.84万 | 0.00% | 144,234 | -23,548 | -14.0% | -$51.40万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $314.69万 | 0.00% | 15,606 | 472 | 3.1% | $9.52万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $313.51万 | 0.00% | 13,688 | 440 | 3.3% | $10.08万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $312.95万 | 0.00% | 147,968 | 6,995 | 5.0% | $14.79万 | 加仓 |
| CHWY | CHEWY INC | $312.60万 | 0.00% | 115,777 | 53,931 | 87.2% | $145.61万 | 加仓 |
| VSAT | VIASAT INC | $311.51万 | 0.00% | 68,019 | 22,864 | 50.6% | $104.71万 | 加仓 |
| — | COLUMBIA FINL INC | $311.42万 | 0.00% | 177,855 | -7,478 | -4.0% | -$13.09万 | 减仓 |
| JJSF | J & J SNACK FOODS CORP | $311.38万 | 0.00% | 39,282 | -43,249 | -52.4% | -$342.83万 | 减仓 |
| ALLE | ALLEGION PLC | $311.28万 | 0.00% | 21,424 | 4,787 | 28.8% | $69.55万 | 加仓 |
| FIVN | FIVE9 INC | $311.06万 | 0.00% | 205,051 | 110,485 | 116.8% | $167.61万 | 加仓 |
| IYH | ISHARES TR | $310.69万 | 0.00% | 50,404 | 106 | 0.2% | $6,534 | 加仓 |
| LZB | LA Z BOY INC | $310.50万 | 0.00% | 96,607 | 38,160 | 65.3% | $122.65万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $310.33万 | 0.00% | 271,265 | 80,278 | 42.0% | $91.84万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $309.35万 | 0.00% | 91,685 | 78,306 | 585.3% | $264.21万 | 加仓 |
| PULS | PGIM ETF TR | $308.39万 | 0.00% | 62,300 | 62,300 | — | $308.39万 | 新建仓 |
| CHE | CHEMED CORP NEW | $307.93万 | 0.00% | 8,152 | -1,563 | -16.1% | -$59.04万 | 减仓 |
| NMRK | NEWMARK GROUP INC | $307.65万 | 0.00% | 205,236 | 111,698 | 119.4% | $167.43万 | 加仓 |
| HSHP | HIMALAYA SHIPPING LTD | $307.11万 | 0.00% | 230,911 | 42,019 | 22.2% | $55.89万 | 加仓 |
| STXF | EA SERIES TRUST | $306.95万 | 0.00% | 73,136 | 379 | 0.5% | $1.59万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $304.55万 | 0.00% | 283,565 | -17,244 | -5.7% | -$18.52万 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $304.21万 | 0.00% | 9,201 | 2,893 | 45.9% | $95.65万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $303.16万 | 0.00% | 17,615 | -6,422 | -26.7% | -$110.53万 | 减仓 |
| SCL | STEPAN CO | $302.99万 | 0.00% | 60,622 | 9,621 | 18.9% | $48.09万 | 加仓 |
| DOCS | DOXIMITY INC | $302.81万 | 0.00% | 129,961 | 96,462 | 288.0% | $224.76万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $302.80万 | 0.00% | 23,680 | -118 | -0.5% | -$1.51万 | 减仓 |
| WIX | WIX COM LTD | $302.41万 | 0.00% | 33,575 | 19,980 | 147.0% | $179.96万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $302.07万 | 0.00% | 25,164 | 3,272 | 14.9% | $39.28万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $301.66万 | 0.00% | 10,158 | 892 | 9.6% | $26.49万 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $301.49万 | 0.00% | 128,898 | 106,542 | 476.6% | $249.20万 | 加仓 |
| FRSH | FRESHWORKS INC | $301.02万 | 0.00% | 374,871 | 224,523 | 149.3% | $180.29万 | 加仓 |
| LINE | LINEAGE INC | $300.94万 | 0.00% | 91,863 | 19,207 | 26.4% | $62.92万 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $300.89万 | 0.00% | 57,095 | 10,011 | 21.3% | $52.76万 | 加仓 |
| LION | LIONSGATE STUDIOS CORP | $300.83万 | 0.00% | 313,687 | 22,619 | 7.8% | $21.69万 | 加仓 |
| TDTT | FLEXSHARES TR | $299.44万 | 0.00% | 123,530 | -2,552 | -2.0% | -$6.19万 | 减仓 |
| CDW | CDW CORP | $298.71万 | 0.00% | 24,683 | 12,391 | 100.8% | $149.96万 | 加仓 |
| COPX | GLOBAL X FDS | $298.62万 | 0.00% | 39,112 | 6,036 | 18.2% | $46.08万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $298.56万 | 0.00% | 143,814 | 44,528 | 44.8% | $92.44万 | 加仓 |
| CAVA | CAVA GROUP INC | $298.53万 | 0.00% | 36,901 | 18,823 | 104.1% | $152.28万 | 加仓 |
| — | GATES INDL CORP PLC | $297.78万 | 0.00% | 131,702 | 105,965 | 411.7% | $239.59万 | 加仓 |
| CATH | GLOBAL X FDS | $297.76万 | 0.00% | 38,101 | 5,130 | 15.6% | $40.09万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $297.13万 | 0.00% | 38,147 | 17,196 | 82.1% | $133.94万 | 加仓 |
| WCC | WESCO INTL INC | $296.13万 | 0.00% | 10,823 | -523 | -4.6% | -$14.31万 | 减仓 |
| — | SUN CTRY AIRLS HLDGS INC | $295.83万 | 0.00% | 179,075 | 61,248 | 52.0% | $101.18万 | 加仓 |
| UGI | UGI CORP NEW | $295.71万 | 0.00% | 81,193 | 7,352 | 10.0% | $26.78万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $295.43万 | 0.00% | 18,187 | -3,827 | -17.4% | -$62.16万 | 减仓 |
| SHM | SPDR SERIES TRUST | $295.37万 | 0.00% | 61,753 | 32,420 | 110.5% | $155.07万 | 加仓 |
| DVA | DAVITA INC | $295.27万 | 0.00% | 19,212 | 10,191 | 113.0% | $156.63万 | 加仓 |
| INTF | ISHARES TR | $294.36万 | 0.00% | 75,555 | 8,013 | 11.9% | $31.22万 | 加仓 |
| ATEN | A10 NETWORKS INC | $294.24万 | 0.00% | 127,268 | 58,319 | 84.6% | $134.83万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $293.73万 | 0.00% | 17,028 | 4,038 | 31.1% | $69.66万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $293.03万 | 0.00% | 421,622 | -63,552 | -13.1% | -$44.17万 | 减仓 |
| — | PUBLIC POL HLDG CO INC | $292.54万 | 0.00% | 223,655 | 223,655 | — | $292.54万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $292.51万 | 0.00% | 208,340 | 36,893 | 21.5% | $51.80万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $292.49万 | 0.00% | 15,979 | 3,282 | 25.8% | $60.08万 | 加仓 |
| DTD | WISDOMTREE TR | $292.18万 | 0.00% | 33,833 | -266 | -0.8% | -$2.30万 | 减仓 |
| SMPL | SIMPLY GOOD FOODS CO | $292.10万 | 0.00% | 203,552 | 27,336 | 15.5% | $39.23万 | 加仓 |
| IGF | ISHARES TR | $292.06万 | 0.00% | 43,591 | -2,392 | -5.2% | -$16.03万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $291.86万 | 0.00% | 19,941 | 1,368 | 7.4% | $20.02万 | 加仓 |