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 |
|---|---|---|---|---|---|---|---|---|
| DHC | DIVERSIFIED HEALTHCARE TR | $156.03万 | 0.00% | 234,977 | 1,007 | 0.4% | $6,686 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $156.01万 | 0.00% | 59,026 | 22,574 | 61.9% | $59.66万 | 加仓 |
| — | GOLDEN ENTMT INC | $155.95万 | 0.00% | 58,430 | -3,866 | -6.2% | -$10.32万 | 减仓 |
| — | ENVIRI CORP | $155.84万 | 0.00% | 79,429 | 3,241 | 4.3% | $6.36万 | 加仓 |
| RRC | RANGE RES CORP | $155.81万 | 0.00% | 34,486 | -3,552 | -9.3% | -$16.05万 | 减仓 |
| — | CSG SYS INTL INC | $155.69万 | 0.00% | 19,475 | 2,536 | 15.0% | $20.27万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $155.59万 | 0.00% | 129,119 | 3,829 | 3.1% | $4.61万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $155.37万 | 0.00% | 10,391 | -762 | -6.8% | -$11.39万 | 减仓 |
| — | STRATEGY SHS | $155.28万 | 0.00% | 71,097 | 1,684 | 2.4% | $3.68万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $155.17万 | 0.00% | 30,740 | 937 | 3.1% | $4.73万 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $155.04万 | 0.00% | 25,892 | -5,286 | -17.0% | -$31.65万 | 减仓 |
| MTRN | MATERION CORP | $154.84万 | 0.00% | 10,705 | 4,002 | 59.7% | $57.89万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $154.66万 | 0.00% | 23,750 | 9,852 | 70.9% | $64.16万 | 加仓 |
| WS | WORTHINGTON STL INC | $154.43万 | 0.00% | 50,883 | 16,788 | 49.2% | $50.95万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $154.41万 | 0.00% | 12,040 | -373 | -3.0% | -$4.78万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $154.30万 | 0.00% | 36,985 | 36,985 | — | $154.30万 | 新建仓 |
| AGCO | AGCO CORP | $154.24万 | 0.00% | 13,311 | 6,709 | 101.6% | $77.74万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $153.76万 | 0.00% | 40,667 | 12,790 | 45.9% | $48.36万 | 加仓 |
| CALX | CALIX INC | $153.59万 | 0.00% | 31,351 | 742 | 2.4% | $3.64万 | 加仓 |
| CNOB | CONNECTONE BANCORP INC | $153.23万 | 0.00% | 57,238 | 5,231 | 10.1% | $14.00万 | 加仓 |
| GHM | GRAHAM CORP | $152.75万 | 0.00% | 19,355 | 2,304 | 13.5% | $18.18万 | 加仓 |
| TMFC | RBB FD INC | $152.56万 | 0.00% | 23,126 | 1,502 | 6.9% | $9.91万 | 加仓 |
| ALV | AUTOLIV INC | $152.26万 | 0.00% | 14,479 | 6,209 | 75.1% | $65.29万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $152.15万 | 0.00% | 35,708 | 22,240 | 165.1% | $94.76万 | 加仓 |
| AAON | AAON INC | $152.08万 | 0.00% | 18,378 | 2,676 | 17.0% | $22.14万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $151.87万 | 0.00% | 80,655 | 29,842 | 58.7% | $56.19万 | 加仓 |
| EVTC | EVERTEC INC | $151.67万 | 0.00% | 53,744 | 1,230 | 2.3% | $3.47万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $151.49万 | 0.00% | 28,949 | 16,489 | 132.3% | $86.29万 | 加仓 |
| EES | WISDOMTREE TR | $151.39万 | 0.00% | 26,080 | 211 | 0.8% | $1.22万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $151.18万 | 0.00% | 41,316 | -3,416 | -7.6% | -$12.50万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $151.08万 | 0.00% | 40,031 | 4,203 | 11.7% | $15.86万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $151.04万 | 0.00% | 4,421 | 772 | 21.2% | $26.38万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $151.04万 | 0.00% | 42,569 | -2,247 | -5.0% | -$7.97万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $150.64万 | 0.00% | 16,435 | -1,532 | -8.5% | -$14.04万 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $150.36万 | 0.00% | 23,330 | 15,831 | 211.1% | $102.03万 | 加仓 |
| BAX | BAXTER INTL INC | $149.90万 | 0.00% | 89,224 | -20,270 | -18.5% | -$34.05万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $149.86万 | 0.00% | 63,367 | 27,859 | 78.5% | $65.89万 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $149.62万 | 0.00% | 26,356 | 10,482 | 66.0% | $59.51万 | 加仓 |
| NBBK | NB BANCORP INC | $149.40万 | 0.00% | 70,906 | 18,411 | 35.1% | $38.79万 | 加仓 |
| AMSF | AMERISAFE INC | $149.21万 | 0.00% | 44,768 | -5,914 | -11.7% | -$19.71万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $148.84万 | 0.00% | 58,255 | 1,431 | 2.5% | $3.66万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $148.69万 | 0.00% | 46,965 | 1,617 | 3.6% | $5.12万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $148.47万 | 0.00% | 18,277 | 4,318 | 30.9% | $35.08万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $148.44万 | 0.00% | 37,267 | 1,790 | 5.0% | $7.13万 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $148.33万 | 0.00% | 22,377 | 2,258 | 11.2% | $14.97万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $148.30万 | 0.00% | 36,789 | 4,335 | 13.4% | $17.47万 | 加仓 |
| LRGF | ISHARES TR | $148.21万 | 0.00% | 22,456 | 371 | 1.7% | $2.45万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $147.73万 | 0.00% | 202,929 | 24,843 | 14.0% | $18.09万 | 加仓 |
| ASTE | ASTEC INDS INC | $147.60万 | 0.00% | 27,414 | 15,124 | 123.1% | $81.43万 | 加仓 |
| MARA | MARA HOLDINGS INC | $147.39万 | 0.00% | 180,624 | 108,230 | 149.5% | $88.32万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $147.15万 | 0.00% | 174,146 | 54,854 | 46.0% | $46.35万 | 加仓 |
| ICUI | ICU MED INC | $146.68万 | 0.00% | 11,357 | 352 | 3.2% | $4.55万 | 加仓 |
| ELM | SERIES PORTFOLIOS TR | $146.45万 | 0.00% | 54,001 | 54,001 | — | $146.45万 | 新建仓 |
| BMRC | BANK OF MARIN BANCORP | $146.07万 | 0.00% | 56,992 | -5,003 | -8.1% | -$12.82万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $145.99万 | 0.00% | 59,858 | 7,763 | 14.9% | $18.93万 | 加仓 |
| FIGS | FIGS INC | $145.87万 | 0.00% | 98,762 | 17,355 | 21.3% | $25.63万 | 加仓 |
| ISPY | PROSHARES TR | $145.87万 | 0.00% | 33,649 | 0 | 0.0% | — | 不变 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $145.78万 | 0.00% | 37,010 | 5,188 | 16.3% | $20.44万 | 加仓 |
| SHC | SOTERA HEALTH CO | $145.67万 | 0.00% | 101,581 | 39,688 | 64.1% | $56.91万 | 加仓 |
| ENOV | ENOVIS CORPORATION | $145.49万 | 0.00% | 63,952 | 54,937 | 609.4% | $124.98万 | 重新持有 |
| GNK | GENCO SHIPPING & TRADING LTD | $145.39万 | 0.00% | 64,476 | 7,003 | 12.2% | $15.79万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $145.35万 | 0.00% | 53,438 | 6,899 | 14.8% | $18.77万 | 加仓 |
| RBRK | RUBRIK INC. | $145.16万 | 0.00% | 29,643 | 5,889 | 24.8% | $28.84万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $144.74万 | 0.00% | 75,266 | 4,494 | 6.3% | $8.64万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $144.02万 | 0.00% | 6,807 | 190 | 2.9% | $4.02万 | 加仓 |
| SSTK | SHUTTERSTOCK INC | $143.94万 | 0.00% | 86,661 | 23,385 | 37.0% | $38.84万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $143.94万 | 0.00% | 34,501 | 2 | 0.0% | $83 | 加仓 |
| TU | TELUS CORPORATION | $143.69万 | 0.00% | 111,995 | -2,008 | -1.8% | -$2.58万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $143.51万 | 0.00% | 29,192 | 2,061 | 7.6% | $10.13万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $143.42万 | 0.00% | 13,138 | 8,890 | 209.3% | $97.05万 | 加仓 |
| AVA | AVISTA CORP | $143.36万 | 0.00% | 35,715 | 10,485 | 41.6% | $42.09万 | 加仓 |
| KOS | KOSMOS ENERGY LTD | $142.94万 | 0.00% | 514,155 | 211,588 | 69.9% | $58.82万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $142.84万 | 0.00% | 35,890 | 30,673 | 587.9% | $122.08万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $142.75万 | 0.00% | 30,793 | 9,043 | 41.6% | $41.92万 | 加仓 |
| DUOL | DUOLINGO INC | $142.70万 | 0.00% | 14,477 | 7,242 | 100.1% | $71.39万 | 加仓 |
| SIL | GLOBAL X FDS | $142.62万 | 0.00% | 15,833 | -449 | -2.8% | -$4.04万 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $142.21万 | 0.00% | 74,069 | 13,303 | 21.9% | $25.54万 | 加仓 |
| AIR | AAR CORP | $142.01万 | 0.00% | 12,974 | 6,089 | 88.4% | $66.65万 | 加仓 |
| HNI | HNI CORP | $141.91万 | 0.00% | 42,500 | -14,333 | -25.2% | -$47.86万 | 减仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $141.84万 | 0.00% | 24,078 | 1,514 | 6.7% | $8.92万 | 加仓 |
| CVBF | CVB FINL CORP | $141.68万 | 0.00% | 73,068 | -30,575 | -29.5% | -$59.28万 | 减仓 |
| RNG | RINGCENTRAL INC | $141.37万 | 0.00% | 38,012 | 18,993 | 99.9% | $70.64万 | 加仓 |
| BAP | CREDICORP LTD | $141.20万 | 0.00% | 4,163 | 33 | 0.8% | $1.12万 | 加仓 |
| GDOT | GREEN DOT CORP | $141.14万 | 0.00% | 125,790 | 39,206 | 45.3% | $43.99万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $141.07万 | 0.00% | 57,463 | 22,234 | 63.1% | $54.58万 | 加仓 |
| TILE | INTERFACE INC | $140.67万 | 0.00% | 56,447 | 21,077 | 59.6% | $52.52万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $140.33万 | 0.00% | 54,222 | 908 | 1.7% | $2.35万 | 加仓 |
| IMAX | IMAX CORP | $140.06万 | 0.00% | 36,848 | 4,331 | 13.3% | $16.46万 | 加仓 |
| SR | SPIRE INC | $140.03万 | 0.00% | 15,466 | 4,413 | 39.9% | $39.96万 | 加仓 |
| — | DBX ETF TR | $139.90万 | 0.00% | 23,717 | 1,513 | 6.8% | $8.92万 | 加仓 |
| FG | F&G ANNUITIES & LIFE INC | $139.77万 | 0.00% | 55,203 | 31,625 | 134.1% | $80.07万 | 加仓 |
| CAL | CALERES INC | $139.75万 | 0.00% | 132,587 | 28,429 | 27.3% | $29.96万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $139.73万 | 0.00% | 11,961 | 4,276 | 55.6% | $49.95万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $139.62万 | 0.00% | 86,772 | 25,183 | 40.9% | $40.52万 | 加仓 |
| CAI | CARIS LIFE SCIENCES INC | $139.46万 | 0.00% | 77,998 | -71,858 | -48.0% | -$128.48万 | 减仓 |
| AGI | ALAMOS GOLD INC | $139.42万 | 0.00% | 31,379 | 2,584 | 9.0% | $11.48万 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $139.32万 | 0.00% | 27,982 | -916 | -3.2% | -$4.56万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $139.27万 | 0.00% | 46,440 | 5,663 | 13.9% | $16.98万 | 加仓 |
| DXJ | WISDOMTREE TR | $139.24万 | 0.00% | 8,781 | 530 | 6.4% | $8.40万 | 加仓 |
| CCNE | CNB FINL CORP PA | $139.13万 | 0.00% | 48,044 | 2,072 | 4.5% | $6.00万 | 加仓 |