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 |
|---|---|---|---|---|---|---|---|---|
| TWST | TWIST BIOSCIENCE CORP | $138.99万 | 0.00% | 29,248 | 19,037 | 186.4% | $90.46万 | 加仓 |
| WLY | WILEY JOHN & SONS INC | $138.69万 | 0.00% | 36,401 | 27,079 | 290.5% | $103.17万 | 加仓 |
| CARE | CARTER BANKSHARES INC | $138.50万 | 0.00% | 59,393 | 19,169 | 47.7% | $44.70万 | 加仓 |
| UPST | UPSTART HLDGS INC | $138.29万 | 0.00% | 53,914 | 8,524 | 18.8% | $21.86万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $138.25万 | 0.00% | 25,173 | -4,952 | -16.4% | -$27.20万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $137.70万 | 0.00% | 45,134 | 3,651 | 8.8% | $11.14万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $137.66万 | 0.00% | 92,021 | 22,021 | 31.5% | $32.94万 | 加仓 |
| TMP | TOMPKINS FINL CORP | $137.40万 | 0.00% | 17,427 | -348 | -2.0% | -$2.74万 | 减仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $137.25万 | 0.00% | 32,001 | -1,862 | -5.5% | -$7.99万 | 减仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $137.14万 | 0.00% | 6,681 | 706 | 11.8% | $14.49万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $136.29万 | 0.00% | 18,323 | 7,323 | 66.6% | $54.47万 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $136.25万 | 0.00% | 44,732 | 7,504 | 20.2% | $22.86万 | 加仓 |
| IBDW | ISHARES TR | $136.00万 | 0.00% | 64,978 | 18,335 | 39.3% | $38.38万 | 加仓 |
| CHCO | CITY HLDG CO | $135.78万 | 0.00% | 11,361 | -510 | -4.3% | -$6.10万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $135.70万 | 0.00% | 154,727 | 22,320 | 16.9% | $19.57万 | 加仓 |
| AIN | ALBANY INTL CORP | $135.33万 | 0.00% | 25,920 | 5,554 | 27.3% | $29.00万 | 加仓 |
| — | VANECK ETF TRUST | $135.32万 | 0.00% | 5,394 | -288 | -5.1% | -$7.23万 | 减仓 |
| EMBJ | EMBRAER S.A. | $135.29万 | 0.00% | 22,800 | 3,142 | 16.0% | $18.64万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $135.20万 | 0.00% | 12,363 | -209 | -1.7% | -$2.29万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $134.87万 | 0.00% | 22,561 | 8,207 | 57.2% | $49.06万 | 加仓 |
| PEN | PENUMBRA INC | $134.30万 | 0.00% | 4,090 | 106 | 2.7% | $3.48万 | 加仓 |
| NWL | NEWELL BRANDS INC | $134.10万 | 0.00% | 390,975 | 55,549 | 16.6% | $19.05万 | 加仓 |
| ABM | ABM INDS INC | $134.07万 | 0.00% | 34,807 | -2,346 | -6.3% | -$9.04万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $134.06万 | 0.00% | 13,149 | 675 | 5.4% | $6.88万 | 加仓 |
| PUMP | PROPETRO HLDG CORP | $134.03万 | 0.00% | 93,014 | 28,530 | 44.2% | $41.11万 | 加仓 |
| VNOM | VIPER ENERGY INC | $133.79万 | 0.00% | 28,472 | -976 | -3.3% | -$4.59万 | 减仓 |
| SBR | SABINE RTY TR | $133.77万 | 0.00% | 17,834 | 115 | 0.6% | $8,626 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $133.68万 | 0.00% | 89,779 | -17,936 | -16.7% | -$26.71万 | 减仓 |
| ENIC | ENEL CHILE SA | $133.56万 | 0.00% | 338,991 | 22,266 | 7.0% | $8.77万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $133.32万 | 0.00% | 10,663 | 32 | 0.3% | $4,001 | 加仓 |
| BANF | BANCFIRST CORP | $133.18万 | 0.00% | 12,275 | -504 | -3.9% | -$5.47万 | 减仓 |
| IHF | ISHARES TR | $132.96万 | 0.00% | 31,771 | -1,013 | -3.1% | -$4.24万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $132.95万 | 0.00% | 23,073 | -7,314 | -24.1% | -$42.14万 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $132.87万 | 0.00% | 35,189 | -10,655 | -23.2% | -$40.23万 | 减仓 |
| MLAB | MESA LABS INC | $132.58万 | 0.00% | 14,994 | 2,557 | 20.6% | $22.61万 | 加仓 |
| EPI | WISDOMTREE TR | $132.38万 | 0.00% | 32,447 | -1,705 | -5.0% | -$6.96万 | 减仓 |
| — | VIRTUS ETF TR II | $131.89万 | 0.00% | 57,195 | -1,082 | -1.9% | -$2.50万 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $131.79万 | 0.00% | 32,349 | 18,044 | 126.1% | $73.51万 | 加仓 |
| CROX | CROCS INC | $131.73万 | 0.00% | 15,867 | -4,085 | -20.5% | -$33.91万 | 减仓 |
| FRDM | EA SERIES TRUST | $131.68万 | 0.00% | 24,095 | 3,671 | 18.0% | $20.06万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $131.46万 | 0.00% | 6,451 | -2,685 | -29.4% | -$54.72万 | 减仓 |
| YOU | CLEAR SECURE INC | $131.42万 | 0.00% | 27,148 | 9,806 | 56.5% | $47.47万 | 加仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $131.13万 | 0.00% | 58,464 | -67,612 | -53.6% | -$151.65万 | 减仓 |
| ELF | E L F BEAUTY INC | $130.74万 | 0.00% | 21,570 | 7,101 | 49.1% | $43.04万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $130.73万 | 0.00% | 147,220 | -58,856 | -28.6% | -$52.26万 | 减仓 |
| TFSL | TFS FINL CORP | $130.66万 | 0.00% | 92,995 | -7,978 | -7.9% | -$11.21万 | 减仓 |
| KRE | SPDR SERIES TRUST | $130.62万 | 0.00% | 20,049 | 1,618 | 8.8% | $10.54万 | 加仓 |
| RPD | RAPID7 INC | $130.53万 | 0.00% | 236,890 | 100,194 | 73.3% | $55.21万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $129.83万 | 0.00% | 17,861 | 3,016 | 20.3% | $21.92万 | 加仓 |
| WRBY | WARBY PARKER INC | $129.52万 | 0.00% | 61,470 | 33,958 | 123.4% | $71.55万 | 加仓 |
| FSK | FS KKR CAP CORP | $129.31万 | 0.00% | 127,027 | 17,682 | 16.2% | $18.00万 | 加仓 |
| MGRC | MCGRATH RENTCORP | $129.25万 | 0.00% | 11,720 | 4,674 | 66.3% | $51.54万 | 加仓 |
| REX | REX AMERICAN RES CORP | $128.72万 | 0.00% | 28,247 | 2,526 | 9.8% | $11.51万 | 加仓 |
| NEOG | NEOGEN CORP | $128.72万 | 0.00% | 138,559 | 32,732 | 30.9% | $30.41万 | 加仓 |
| ACWV | ISHARES INC | $128.51万 | 0.00% | 10,753 | 1,962 | 22.3% | $23.45万 | 加仓 |
| EEMA | ISHARES INC | $127.94万 | 0.00% | 13,364 | 2,137 | 19.0% | $20.46万 | 加仓 |
| TSBK | TIMBERLAND BANCORP INC | $127.93万 | 0.00% | 32,444 | -8,137 | -20.1% | -$32.08万 | 减仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $127.87万 | 0.00% | 14,631 | -3,490 | -19.3% | -$30.50万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $127.86万 | 0.00% | 11,906 | 461 | 4.0% | $4.95万 | 加仓 |
| EWC | ISHARES INC | $127.72万 | 0.00% | 23,310 | 6,132 | 35.7% | $33.60万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $127.46万 | 0.00% | 41,983 | 22,470 | 115.2% | $68.22万 | 加仓 |
| CABO | CABLE ONE INC | $127.41万 | 0.00% | 13,969 | 4,894 | 53.9% | $44.64万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $127.36万 | 0.00% | 39,887 | -33 | -0.1% | -$1,054 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $127.33万 | 0.00% | 38,927 | 1,323 | 3.5% | $4.33万 | 加仓 |
| LAD | LITHIA MTRS INC | $127.14万 | 0.00% | 5,091 | 1,036 | 25.5% | $25.87万 | 加仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $126.43万 | 0.00% | 121,338 | 36,974 | 43.8% | $38.53万 | 加仓 |
| AI | C3 AI INC | $126.43万 | 0.00% | 150,151 | 52,679 | 54.0% | $44.36万 | 加仓 |
| VRRM | VERRA MOBILITY CORP | $126.34万 | 0.00% | 88,414 | 41,816 | 89.7% | $59.76万 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $126.10万 | 0.00% | 13,465 | 3,531 | 35.5% | $33.07万 | 加仓 |
| DTCR | GLOBAL X FDS | $125.99万 | 0.00% | 52,585 | 4,076 | 8.4% | $9.77万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $125.96万 | 0.00% | 29,043 | 1,915 | 7.1% | $8.31万 | 加仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $125.57万 | 0.00% | 37,595 | 6,242 | 19.9% | $20.85万 | 加仓 |
| DMXF | ISHARES TR | $125.46万 | 0.00% | 16,628 | -382 | -2.2% | -$2.88万 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $125.42万 | 0.00% | 24,263 | 4,010 | 19.8% | $20.73万 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $125.41万 | 0.00% | 9,602 | 2,667 | 38.5% | $34.83万 | 加仓 |
| XME | SPDR SERIES TRUST | $124.92万 | 0.00% | 11,565 | 3,021 | 35.4% | $32.63万 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $124.88万 | 0.00% | 37,089 | 7,975 | 27.4% | $26.85万 | 加仓 |
| WSFS | WSFS FINL CORP | $124.32万 | 0.00% | 18,992 | -10,756 | -36.2% | -$70.41万 | 减仓 |
| LPG | DORIAN LPG LTD | $124.27万 | 0.00% | 36,336 | 9,243 | 34.1% | $31.61万 | 加仓 |
| PLPC | PREFORMED LINE PRODS CO | $124.25万 | 0.00% | 4,589 | 2,039 | 80.0% | $55.21万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $123.93万 | 0.00% | 23,494 | 10,892 | 86.4% | $57.46万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $123.92万 | 0.00% | 46,014 | 9,588 | 26.3% | $25.82万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $123.68万 | 0.00% | 239,222 | 10,431 | 4.6% | $5.39万 | 加仓 |
| MSA | MSA SAFETY INC | $123.57万 | 0.00% | 7,537 | 1,684 | 28.8% | $27.61万 | 加仓 |
| HUT | HUT 8 CORP | $123.47万 | 0.00% | 26,320 | 7,386 | 39.0% | $34.65万 | 加仓 |
| IYR | ISHARES TR | $123.44万 | 0.00% | 13,054 | 286 | 2.2% | $2.70万 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $123.39万 | 0.00% | 11,922 | 2,827 | 31.1% | $29.26万 | 加仓 |
| NUS | NU SKIN ENTERPRISES INC | $123.20万 | 0.00% | 169,235 | 67,106 | 65.7% | $48.85万 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $122.94万 | 0.00% | 150,479 | -25,955 | -14.7% | -$21.21万 | 减仓 |
| DAVE | DAVE INC | $122.91万 | 0.00% | 7,060 | 2,086 | 41.9% | $36.32万 | 加仓 |
| CG | CARLYLE GROUP INC | $122.81万 | 0.00% | 25,378 | 6,557 | 34.8% | $31.73万 | 加仓 |
| AMPL | AMPLITUDE INC | $122.76万 | 0.00% | 180,002 | 109,603 | 155.7% | $74.75万 | 加仓 |
| CNMD | CONMED CORP | $122.52万 | 0.00% | 34,648 | 19,576 | 129.9% | $69.22万 | 加仓 |
| IYC | ISHARES TR | $122.41万 | 0.00% | 12,630 | -395 | -3.0% | -$3.83万 | 减仓 |
| ATEX | ANTERIX INC | $122.07万 | 0.00% | 31,964 | 1,185 | 3.9% | $4.53万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $122.01万 | 0.00% | 177,591 | 16,054 | 9.9% | $11.03万 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC | $121.84万 | 0.00% | 65,645 | 10,379 | 18.8% | $19.26万 | 加仓 |
| EWZ | ISHARES INC | $121.73万 | 0.00% | 31,709 | 15,673 | 97.7% | $60.17万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $121.66万 | 0.00% | 30,972 | 6,242 | 25.2% | $24.52万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $121.62万 | 0.00% | 27,629 | 234 | 0.9% | $1.03万 | 加仓 |