13F 机构持仓

Creative Planning

OVERLAND PARK KS · SEC CIK 0001540235

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1,710.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 10.8%
BND 5.6%
VEA 4.9%
SPDW 4.3%
SPMD 4.0%
IEMG 3.8%
VV 2.4%
AAPL 2.1%
BSV 2.0%
SPYM 1.8%

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
MCBS METROCITY BANKSHARES INC $293.98万0.00%81,912 10,38614.5% $37.28万 加仓
KGS KODIAK GAS SVCS INC $292.33万0.00%38,910 7,52324.0% $56.52万 加仓
SEZL SEZZLE INC $292.06万0.00%17,017 1,3628.7% $23.38万 加仓
HYG ISHARES TR $291.39万0.00%36,438 10,31139.5% $82.46万 加仓
VLGEA VILLAGE SUPER MKT INC $290.82万0.00%68,947 15,44828.9% $65.16万 加仓
DV DOUBLEVERIFY HLDGS INC $289.25万0.00%266,840 37,81616.5% $40.99万 加仓
SLVM SYLVAMO CORP $288.63万0.00%76,358 15,45625.4% $58.42万 加仓
SLGN SILGAN HLDGS INC $288.62万0.00%62,216 21,46752.7% $99.59万 加仓
TFII TFI INTERNATIONAL INC $288.38万0.00%20,086 2,35413.3% $33.80万 加仓
KAI KADANT INC $288.35万0.00%9,176 6617.8% $20.77万 加仓
PEGA PEGASYSTEMS INC $288.25万0.00%96,179 5,3165.9% $15.93万 加仓
KNSL KINSALE CAP GROUP INC $287.99万0.00%8,732 4,31197.5% $142.18万 加仓
QS QUANTUMSCAPE CORP $287.39万0.00%380,139 -5,640-1.5% -$4.26万 减仓
PREF PRINCIPAL EXCHANGE TRADED FD $287.38万0.00%150,776 5,8224.0% $11.10万 加仓
RYTM RHYTHM PHARMACEUTICALS INC $286.85万0.00%25,835 4,75022.5% $52.74万 加仓
SWX SOUTHWEST GAS HLDGS INC $286.25万0.00%32,279 6,89027.1% $61.10万 加仓
TDTT FLEXSHARES TR $286.06万0.00%119,642 -3,888-3.1% -$9.30万 减仓
BOND PIMCO ETF TR $285.99万0.00%31,015 3,68113.5% $33.94万 加仓
AAMI ACADIAN ASSET MANAGEMENT INC $285.96万0.00%39,983 9,51631.2% $68.06万 加仓
HUBG HUB GROUP INC $285.85万0.00%65,277 -6,892-9.5% -$30.18万 减仓
MPLX MPLX LP $285.33万0.00%50,653 -6,970-12.1% -$39.26万 减仓
ALV AUTOLIV INC $284.55万0.00%24,495 10,01669.2% $116.35万 加仓
IEV ISHARES TR $284.44万0.00%39,045 4,12911.8% $30.08万 加仓
PLUS EPLUS INC $284.42万0.00%34,173 -566-1.6% -$4.71万 减仓
MRP MILLROSE PPTYS INC $284.32万0.00%94,615 28,82943.8% $86.63万 加仓
ICUI ICU MED INC $284.01万0.00%19,373 8,01670.6% $117.51万 加仓
PLPC PREFORMED LINE PRODS CO $283.33万0.00%6,901 2,31250.4% $94.92万 加仓
JBLU JETBLUE AIRWAYS CORP $283.24万0.00%494,313 108,57028.1% $62.21万 加仓
NWE NORTHWESTERN ENERGY GROUP IN $282.85万0.00%39,493 5051.3% $3.62万 加仓
DAVE DAVE INC $282.68万0.00%7,587 5277.5% $19.64万 加仓
RRR RED ROCK RESORTS INC $282.48万0.00%43,419 1,8974.6% $12.34万 加仓
IXJ ISHARES TR $282.04万0.00%28,669 -1,214-4.1% -$11.94万 减仓
BAH BOOZ ALLEN HAMILTON HLDG COR $281.81万0.00%46,449 31,896219.2% $193.51万 加仓
SCHI SCHWAB STRATEGIC TR $280.85万0.00%124,052 5230.4% $1.18万 加仓
VRRM VERRA MOBILITY CORP $280.00万0.00%658,828 570,414645.2% $242.43万 加仓
HBNC HORIZON BANCORP IND $279.83万0.00%140,056 4,5583.4% $9.11万 加仓
— NORTHFIELD BANCORP INC DEL $279.08万0.00%189,461 21,84713.0% $32.18万 加仓
EPC EDGEWELL PERSONAL CARE CO $278.90万0.00%103,836 -104,040-50.0% -$279.45万 减仓
MDYV SPDR SERIES TRUST $278.88万0.00%29,403 -337-1.1% -$3.20万 减仓
PGNY PROGYNY INC $278.71万0.00%96,672 51,925116.0% $149.70万 加仓
NOG NORTHERN OIL & GAS INC $278.44万0.00%153,408 -21,189-12.1% -$38.46万 减仓
ALGM ALLEGRO MICROSYSTEMS INC $278.25万0.00%39,966 7,41222.8% $51.60万 加仓
PRVA PRIVIA HEALTH GROUP INC $277.97万0.00%108,033 -5,281-4.7% -$13.59万 减仓
NFJ VIRTUS DIVIDEND INTEREST & P $277.11万0.00%182,430 -5,505-2.9% -$8.36万 减仓
KWR QUAKER HOUGHTON $276.16万0.00%17,383 1,5719.9% $24.96万 加仓
STNE STONECO LTD $276.00万0.00%254,614 91,29155.9% $98.96万 加仓
BFAM BRIGHT HORIZONS FAM SOL IN D $274.91万0.00%38,785 -16,785-30.2% -$118.97万 减仓
VAC MARRIOTT VACATIONS WORLDWIDE $274.38万0.00%26,931 3,18113.4% $32.41万 加仓
QCRH QCR HLDGS INC $274.34万0.00%28,181 3,46414.0% $33.72万 加仓
REZI RESIDEO TECHNOLOGIES INC $273.73万0.00%88,015 -15,082-14.6% -$46.90万 减仓
PHG KONINKLIJKE PHILIPS N V $273.70万0.00%100,661 12,33714.0% $33.54万 加仓
GSBC GREAT SOUTHN BANCORP INC $273.70万0.00%34,906 4,59915.2% $36.06万 加仓
GNR SPDR INDEX SHS FDS $273.63万0.00%40,652 17,68777.0% $119.05万 加仓
PI IMPINJ INC $272.90万0.00%19,053 8214.5% $11.76万 加仓
HRMY HARMONY BIOSCIENCES HLDGS IN $272.70万0.00%74,897 47,592174.3% $173.28万 加仓
AIR AAR CORP $272.40万0.00%19,059 6,08546.9% $86.97万 加仓
UEC URANIUM ENERGY CORP $272.04万0.00%255,195 -24,858-8.9% -$26.50万 减仓
EXPO EXPONENT INC $271.82万0.00%46,259 -20,041-30.2% -$117.76万 减仓
— ADVISORS INNER CIRCLE FD III $271.18万0.00%56,802 00.0% — 不变
TCBI TEXAS CAP BANCSHARES INC $271.01万0.00%26,245 1,6286.6% $16.81万 加仓
FBK FB FINL CORP $270.22万0.00%48,821 -915-1.8% -$5.06万 减仓
IBP INSTALLED BLDG PRODS INC $269.58万0.00%11,729 -6,557-35.9% -$150.71万 减仓
GLTR ABRDN PRECIOUS METALS BASKET $269.43万0.00%14,873 1911.3% $3.46万 加仓
FELC FIDELITY COVINGTON TRUST $269.18万0.00%64,229 9,84718.1% $41.27万 加仓
— DIREXION SHARES ETF TRUST $269.07万0.00%830,465 830,465— $269.07万 新建仓
RSPH INVESCO EXCHANGE TRADED FD T $269.05万0.00%81,064 -13,161-14.0% -$43.68万 减仓
WLY WILEY JOHN & SONS INC $268.60万0.00%55,369 18,96852.1% $92.01万 加仓
VLU SPDR SERIES TRUST $268.22万0.00%11,260 -202-1.8% -$4.81万 减仓
RVTY REVVITY INC $267.90万0.00%24,079 4,87125.4% $54.20万 加仓
ICLN ISHARES TR $267.82万0.00%130,705 8,6927.1% $17.81万 加仓
BFST BUSINESS FIRST BANCSHARES IN $267.19万0.00%86,946 5,9997.4% $18.43万 加仓
CAVA CAVA GROUP INC $265.98万0.00%33,892 -3,009-8.2% -$23.61万 减仓
BPOP POPULAR INC $265.68万0.00%16,182 -584-3.5% -$9.59万 减仓
CRGY CRESCENT ENERGY COMPANY $265.25万0.00%270,114 21,8488.8% $21.45万 加仓
ICFI ICF INTL INC $264.82万0.00%36,346 24,881217.0% $181.28万 加仓
GTM ZOOMINFO TECHNOLOGIES INC $264.30万0.00%902,060 428,06290.3% $125.42万 加仓
DFIN DONNELLEY FINL SOLUTIONS INC $264.17万0.00%62,973 14,32629.4% $60.10万 加仓
OTEX OPEN TEXT CORP $263.33万0.00%118,885 -26,791-18.4% -$59.34万 减仓
DBX DROPBOX INC $263.26万0.00%95,835 20,70027.6% $56.86万 加仓
MNSO MINISO GROUP HLDG LTD $262.39万0.00%217,567 177,739446.3% $214.35万 加仓
BBJP J P MORGAN EXCHANGE TRADED F $262.18万0.00%34,814 -16,162-31.7% -$121.72万 减仓
OCFC OCEANFIRST FINL CORP $261.71万0.00%134,004 39,42841.7% $77.00万 加仓
OSCR OSCAR HEALTH INC $261.61万0.00%91,729 37,71369.8% $107.56万 加仓
QDEF FLEXSHARES TR $261.06万0.00%30,000 00.0% — 不变
ATRO ASTRONICS CORP $260.77万0.00%32,091 2,96710.2% $24.11万 加仓
AXTI AXT INC $259.34万0.00%35,980 -4,443-11.0% -$32.03万 减仓
GHM GRAHAM CORP $257.77万0.00%20,823 1,4687.6% $18.17万 加仓
CROX CROCS INC $257.48万0.00%21,343 5,47634.5% $66.06万 加仓
PDBC INVESCO ACTVELY MNGD ETC FD $257.02万0.00%161,853 -1,400-0.9% -$2.22万 减仓
GRAB GRAB HOLDINGS LIMITED $256.30万0.00%679,842 154,17929.3% $58.13万 加仓
PPA INVESCO EXCHANGE TRADED FD T $256.18万0.00%14,502 1,87114.8% $33.05万 加仓
MCB METROPOLITAN BK HLDG CORP $256.04万0.00%25,925 6,61034.2% $65.28万 加仓
FSBC FIVE STAR BANCORP $256.03万0.00%52,583 7,53116.7% $36.67万 加仓
LTH LIFE TIME GROUP HOLDINGS INC $256.02万0.00%62,688 27,62678.8% $112.82万 加仓
GABC GERMAN AMERN BANCORP INC $255.43万0.00%53,820 4,89910.0% $23.25万 加仓
CRCL CIRCLE INTERNET GROUP INC $255.15万0.00%40,740 -3,433-7.8% -$21.50万 减仓
KURA KURA ONCOLOGY INC $254.97万0.00%232,429 30,73315.2% $33.71万 加仓
CART MAPLEBEAR INC $254.13万0.00%53,671 -3,109-5.5% -$14.72万 减仓
HNI HNI CORP $253.91万0.00%62,834 20,33447.8% $82.17万 加仓
SITE SITEONE LANDSCAPE SUPPLY INC $253.67万0.00%22,172 -16,206-42.2% -$185.41万 减仓