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 |
|---|---|---|---|---|---|---|---|---|
| SIG | SIGNET JEWELERS LIMITED | $446.11万 | 0.00% | 51,753 | 12,997 | 33.5% | $112.03万 | 加仓 |
| ALB | ALBEMARLE CORP | $446.01万 | 0.00% | 33,030 | 3,997 | 13.8% | $53.97万 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $444.69万 | 0.00% | 36,510 | 10,638 | 41.1% | $129.57万 | 加仓 |
| CFO | VICTORY PORTFOLIOS II | $444.32万 | 0.00% | 55,486 | -6,139 | -10.0% | -$49.16万 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $443.29万 | 0.00% | 49,668 | 8,330 | 20.2% | $74.35万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $442.42万 | 0.00% | 340,060 | -87,231 | -20.4% | -$113.49万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $442.29万 | 0.00% | 33,918 | 3,311 | 10.8% | $43.18万 | 加仓 |
| INVA | INNOVIVA INC | $442.17万 | 0.00% | 194,702 | 114,932 | 144.1% | $261.01万 | 加仓 |
| ODC | OIL DRI CORP AMER | $441.46万 | 0.00% | 43,192 | -1,582 | -3.5% | -$16.17万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $441.40万 | 0.00% | 26,690 | 3,846 | 16.8% | $63.61万 | 加仓 |
| BOX | BOX INC | $439.84万 | 0.00% | 165,728 | 51,333 | 44.9% | $136.24万 | 加仓 |
| NUMV | NUSHARES ETF TR | $439.54万 | 0.00% | 101,067 | 426 | 0.4% | $1.85万 | 加仓 |
| SBH | SALLY BEAUTY HLDGS INC | $438.80万 | 0.00% | 310,328 | 149,252 | 92.7% | $211.04万 | 加仓 |
| MBC | MASTERBRAND INC | $437.90万 | 0.00% | 425,554 | 306,988 | 258.9% | $315.89万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $437.33万 | 0.00% | 82,702 | 988 | 1.2% | $5.22万 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $436.16万 | 0.00% | 92,543 | -5,261 | -5.4% | -$24.80万 | 减仓 |
| ATR | APTARGROUP INC | $435.78万 | 0.00% | 34,807 | -6,003 | -14.7% | -$75.16万 | 减仓 |
| GAP | GAP INC | $435.34万 | 0.00% | 233,053 | 26,428 | 12.8% | $49.37万 | 加仓 |
| BTU | PEABODY ENGR CORP | $434.45万 | 0.00% | 187,912 | 31,896 | 20.4% | $73.74万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $432.82万 | 0.00% | 52,519 | 12,142 | 30.1% | $100.06万 | 加仓 |
| KE | KIMBALL ELECTRONICS INC | $432.56万 | 0.00% | 168,969 | 28,543 | 20.3% | $73.07万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $432.39万 | 0.00% | 46,305 | 2,568 | 5.9% | $23.98万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $431.81万 | 0.00% | 48,607 | -4,173 | -7.9% | -$37.07万 | 减仓 |
| TRS | TRIMAS CORP | $431.25万 | 0.00% | 95,768 | 41,608 | 76.8% | $187.36万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $430.68万 | 0.00% | 126,169 | -1,450 | -1.1% | -$4.95万 | 减仓 |
| GPOR | GULFPORT ENERGY CORP | $429.71万 | 0.00% | 25,322 | 18,515 | 272.0% | $314.20万 | 加仓 |
| APOG | APOGEE ENTERPRISES INC | $429.37万 | 0.00% | 93,872 | 74,761 | 391.2% | $341.96万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $429.05万 | 0.00% | 84,408 | -5,352 | -6.0% | -$27.20万 | 减仓 |
| USFR | WISDOMTREE TR | $428.91万 | 0.00% | 85,187 | 37,011 | 76.8% | $186.35万 | 加仓 |
| WCC | WESCO INTL INC | $428.74万 | 0.00% | 12,412 | 1,589 | 14.7% | $54.89万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $426.90万 | 0.00% | 84,888 | 23,661 | 38.6% | $118.99万 | 加仓 |
| LIVN | LIVANOVA PLC | $426.65万 | 0.00% | 51,885 | 10,304 | 24.8% | $84.73万 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $426.59万 | 0.00% | 57,671 | 21,641 | 60.1% | $160.08万 | 加仓 |
| ALG | ALAMO GROUP INC | $425.68万 | 0.00% | 25,879 | 15,619 | 152.2% | $256.92万 | 加仓 |
| SCHL | SCHOLASTIC CORP | $424.69万 | 0.00% | 92,324 | 47,026 | 103.8% | $216.32万 | 加仓 |
| COMP | COMPASS INC | $423.94万 | 0.00% | 343,825 | 60,969 | 21.6% | $75.17万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $423.28万 | 0.00% | 215,079 | 41,239 | 23.7% | $81.16万 | 加仓 |
| EPAM | EPAM SYS INC | $422.32万 | 0.00% | 53,222 | 27,605 | 107.8% | $219.05万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $421.10万 | 0.00% | 51,561 | -2,593 | -4.8% | -$21.18万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $420.42万 | 0.00% | 6,843 | 1,727 | 33.8% | $106.10万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $418.20万 | 0.00% | 14,847 | 3,637 | 32.4% | $102.45万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $416.69万 | 0.00% | 19,715 | 3,337 | 20.4% | $70.53万 | 加仓 |
| KMT | KENNAMETAL INC | $415.48万 | 0.00% | 118,540 | -12,513 | -9.5% | -$43.86万 | 减仓 |
| IMCV | ISHARES TR | $415.44万 | 0.00% | 45,464 | 1,039 | 2.3% | $9.49万 | 加仓 |
| AGNC | AGNC INVT CORP | $415.33万 | 0.00% | 381,039 | -31,881 | -7.7% | -$34.75万 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $413.33万 | 0.00% | 69,466 | 19,464 | 38.9% | $115.81万 | 加仓 |
| BOTZ | GLOBAL X FDS | $411.80万 | 0.00% | 108,540 | -2,912 | -2.6% | -$11.05万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $411.53万 | 0.00% | 55,010 | 6,436 | 13.2% | $48.15万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $411.09万 | 0.00% | 51,092 | 11,758 | 29.9% | $94.61万 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $410.81万 | 0.00% | 360,356 | 139,954 | 63.5% | $159.55万 | 加仓 |
| MUSA | MURPHY USA INC | $410.62万 | 0.00% | 7,620 | 934 | 14.0% | $50.33万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $410.30万 | 0.00% | 120,129 | -5,690 | -4.5% | -$19.43万 | 减仓 |
| — | CHART INDS INC | $410.16万 | 0.00% | 19,630 | -4,014 | -17.0% | -$83.87万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $410.00万 | 0.00% | 25,558 | -5,873 | -18.7% | -$94.21万 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $409.97万 | 0.00% | 122,088 | 96,444 | 376.1% | $323.86万 | 加仓 |
| AVY | AVERY DENNISON CORP | $409.89万 | 0.00% | 25,247 | -3,090 | -10.9% | -$50.17万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $407.93万 | 0.00% | 113,323 | -4,995 | -4.2% | -$17.98万 | 减仓 |
| TXG | 10X GENOMICS INC | $407.75万 | 0.00% | 106,351 | 15,040 | 16.5% | $57.66万 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC | $407.50万 | 0.00% | 113,508 | 34,672 | 44.0% | $124.47万 | 加仓 |
| UGI | UGI CORP NEW | $407.17万 | 0.00% | 117,883 | 36,690 | 45.2% | $126.73万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $406.06万 | 0.00% | 41,949 | 239 | 0.6% | $2.31万 | 加仓 |
| IGF | ISHARES TR | $405.63万 | 0.00% | 60,905 | 17,314 | 39.7% | $115.31万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $405.43万 | 0.00% | 140,335 | -11,288 | -7.4% | -$32.61万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $404.39万 | 0.00% | 154,582 | -5,033 | -3.2% | -$13.17万 | 减仓 |
| DDS | DILLARDS INC | $403.16万 | 0.00% | 7,630 | 3,483 | 84.0% | $184.04万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $402.93万 | 0.00% | 62,518 | -2,665 | -4.1% | -$17.18万 | 减仓 |
| JJSF | J & J SNACK FOODS CORP | $402.68万 | 0.00% | 54,824 | 15,542 | 39.6% | $114.16万 | 加仓 |
| NUDM | NUSHARES ETF TR | $401.58万 | 0.00% | 100,344 | 2,844 | 2.9% | $11.38万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $400.84万 | 0.00% | 50,554 | -1,674 | -3.2% | -$13.27万 | 减仓 |
| VIRT | VIRTU FINL INC | $400.80万 | 0.00% | 67,283 | 45,559 | 209.7% | $271.39万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $400.72万 | 0.00% | 96,281 | 10,056 | 11.7% | $41.85万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $400.41万 | 0.00% | 333,671 | 62,406 | 23.0% | $74.89万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $399.46万 | 0.00% | 37,596 | 5,180 | 16.0% | $55.04万 | 加仓 |
| HP | HELMERICH & PAYNE INC | $399.37万 | 0.00% | 121,981 | 11,119 | 10.0% | $36.40万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $399.06万 | 0.00% | 50,051 | 10,020 | 25.0% | $79.89万 | 加仓 |
| CPT | CAMDEN PPTY TR | $397.97万 | 0.00% | 34,760 | -6,873 | -16.5% | -$78.69万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $397.92万 | 0.00% | 21,270 | -4,823 | -18.5% | -$90.23万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $397.34万 | 0.00% | 140,701 | 2,851 | 2.1% | $8.05万 | 加仓 |
| SSO | PROSHARES TR | $397.10万 | 0.00% | 58,935 | -1,783 | -2.9% | -$12.01万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $396.20万 | 0.00% | 135,083 | 14,112 | 11.7% | $41.39万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $394.98万 | 0.00% | 49,360 | 11,707 | 31.1% | $93.68万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $394.89万 | 0.00% | 514,177 | 92,555 | 22.0% | $71.08万 | 加仓 |
| FTDR | FRONTDOOR INC | $394.84万 | 0.00% | 50,888 | 7,901 | 18.4% | $61.30万 | 加仓 |
| WINA | WINMARK CORP | $394.32万 | 0.00% | 9,320 | 1,362 | 17.1% | $57.63万 | 加仓 |
| TILE | INTERFACE INC | $392.47万 | 0.00% | 109,507 | 53,060 | 94.0% | $190.17万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $391.66万 | 0.00% | 69,839 | 879 | 1.3% | $4.93万 | 加仓 |
| IGV | ISHARES TR | $391.46万 | 0.00% | 43,207 | -4,942 | -10.3% | -$44.77万 | 减仓 |
| BMI | BADGER METER INC | $391.40万 | 0.00% | 26,378 | -1,631 | -5.8% | -$24.20万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $391.31万 | 0.00% | 140,355 | 7,647 | 5.8% | $21.32万 | 加仓 |
| — | COLUMBIA FINL INC | $390.63万 | 0.00% | 184,086 | 6,231 | 3.5% | $13.22万 | 加仓 |
| FLNG | FLEX LNG LTD | $390.03万 | 0.00% | 139,000 | 8,347 | 6.4% | $23.42万 | 加仓 |
| CRWV | COREWEAVE INC | $389.82万 | 0.00% | 39,162 | -27,375 | -41.1% | -$272.49万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $389.12万 | 0.00% | 22,051 | 4,436 | 25.2% | $78.28万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $389.11万 | 0.00% | 90,113 | 13,943 | 18.3% | $60.21万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $388.94万 | 0.00% | 13,520 | -168 | -1.2% | -$4.83万 | 减仓 |
| ECPG | ENCORE CAP GROUP INC | $388.46万 | 0.00% | 41,640 | 1,321 | 3.3% | $12.32万 | 加仓 |
| APG | API GROUP CORP | $388.46万 | 0.00% | 91,725 | 2,798 | 3.1% | $11.85万 | 加仓 |
| GEN | GEN DIGITAL INC | $387.94万 | 0.00% | 155,861 | 62,905 | 67.7% | $156.57万 | 加仓 |
| SHOE | SHOE STA GROUP INC | $387.40万 | 0.00% | 261,225 | 95,463 | 57.6% | $141.57万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $387.24万 | 0.00% | 170,215 | 31,621 | 22.8% | $71.94万 | 加仓 |