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 |
|---|---|---|---|---|---|---|---|---|
| TVTX | TRAVERE THERAPEUTICS INC | $121.25万 | 0.00% | 40,812 | 873 | 2.2% | $2.59万 | 加仓 |
| EMA | EMERA INC | $121.21万 | 0.00% | 23,381 | 23,381 | — | $121.21万 | 新建仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $121.18万 | 0.00% | 55,233 | 27,593 | 99.8% | $60.54万 | 加仓 |
| ARKQ | ARK ETF TR | $121.02万 | 0.00% | 10,762 | 1,461 | 15.7% | $16.43万 | 加仓 |
| — | KALVISTA PHARMACEUTICALS INC | $120.75万 | 0.00% | 59,986 | 15,904 | 36.1% | $32.01万 | 加仓 |
| HGV | HILTON GRAND VACATIONS INC | $120.54万 | 0.00% | 30,813 | 1,742 | 6.0% | $6.81万 | 加仓 |
| — | RBB FD INC | $120.34万 | 0.00% | 42,589 | -1,225 | -2.8% | -$3.46万 | 减仓 |
| BCI | ABRDN ETFS | $119.97万 | 0.00% | 49,391 | -4,702 | -8.7% | -$11.42万 | 减仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $119.91万 | 0.00% | 95,167 | -20,729 | -17.9% | -$26.12万 | 减仓 |
| RAL | RALLIANT CORP | $119.66万 | 0.00% | 28,770 | 3,352 | 13.2% | $13.94万 | 加仓 |
| UUUU | ENERGY FUELS INC | $119.12万 | 0.00% | 65,270 | -3,627 | -5.3% | -$6.62万 | 减仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $119.00万 | 0.00% | 45,333 | -9,504 | -17.3% | -$24.95万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $118.99万 | 0.00% | 25,795 | 25,795 | — | $118.99万 | 新建仓 |
| CPK | CHESAPEAKE UTILS CORP | $118.91万 | 0.00% | 9,410 | 1,447 | 18.2% | $18.29万 | 加仓 |
| ONT | MONTROSE ENVIRONMENTAL GROUP | $118.91万 | 0.00% | 54,323 | -1,023 | -1.8% | -$2.24万 | 减仓 |
| ASH | ASHLAND INC | $118.79万 | 0.00% | 21,362 | -1,807 | -7.8% | -$10.05万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $118.68万 | 0.00% | 14,678 | 2,677 | 22.3% | $21.65万 | 加仓 |
| SN | SHARKNINJA INC | $118.62万 | 0.00% | 11,201 | 4,159 | 59.1% | $44.04万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $118.56万 | 0.00% | 30,424 | 2,921 | 10.6% | $11.38万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $118.52万 | 0.00% | 11,671 | 924 | 8.6% | $9.38万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $118.50万 | 0.00% | 23,212 | 356 | 1.6% | $1.82万 | 加仓 |
| CVLG | COVENANT LOGISTICS GROUP INC | $118.45万 | 0.00% | 43,629 | 5,444 | 14.3% | $14.78万 | 加仓 |
| URA | GLOBAL X FDS | $118.40万 | 0.00% | 24,448 | 3,792 | 18.4% | $18.36万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $118.39万 | 0.00% | 48,481 | -15,013 | -23.6% | -$36.66万 | 减仓 |
| MAC | MACERICH CO | $118.30万 | 0.00% | 62,593 | -83,272 | -57.1% | -$157.38万 | 减仓 |
| XPEL | XPEL INC | $117.80万 | 0.00% | 26,616 | 11,788 | 79.5% | $52.17万 | 加仓 |
| ISCG | ISHARES TR | $117.74万 | 0.00% | 21,485 | 234 | 1.1% | $1.28万 | 加仓 |
| KMPR | KEMPER CORP | $117.67万 | 0.00% | 38,503 | 23,090 | 149.8% | $70.56万 | 加仓 |
| FER | FERROVIAL SE | $117.60万 | 0.00% | 18,078 | 10,596 | 141.6% | $68.93万 | 加仓 |
| NCNO | NCINO INC | $117.55万 | 0.00% | 78,474 | 57,424 | 272.8% | $86.02万 | 加仓 |
| STEP | STEPSTONE GROUP INC | $117.21万 | 0.00% | 24,561 | -25,587 | -51.0% | -$122.10万 | 减仓 |
| PICK | ISHARES INC | $117.16万 | 0.00% | 20,704 | 4,038 | 24.2% | $22.85万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $116.89万 | 0.00% | 30,227 | 30,227 | — | $116.89万 | 新建仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $116.85万 | 0.00% | 19,654 | 11,247 | 133.8% | $66.87万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $116.41万 | 0.00% | 10,130 | 1,550 | 18.1% | $17.81万 | 加仓 |
| XSD | SPDR SERIES TRUST | $116.31万 | 0.00% | 3,566 | 192 | 5.7% | $6.26万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $116.04万 | 0.00% | 84,822 | 27,896 | 49.0% | $38.16万 | 加仓 |
| FULT | FULTON FINL CORP PA | $116.00万 | 0.00% | 57,030 | 1,362 | 2.4% | $2.77万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $115.82万 | 0.00% | 83,443 | -1,410 | -1.7% | -$1.96万 | 减仓 |
| MOV | MOVADO GROUP INC | $115.51万 | 0.00% | 47,301 | 47,301 | — | $115.51万 | 新建仓 |
| NSP | INSPERITY INC | $115.49万 | 0.00% | 42,713 | -11,438 | -21.1% | -$30.93万 | 减仓 |
| NIO | NIO INC | $115.33万 | 0.00% | 191,268 | 29,432 | 18.2% | $17.75万 | 加仓 |
| CASS | CASS INFORMATION SYS INC | $115.31万 | 0.00% | 26,194 | -1,136 | -4.2% | -$5.00万 | 减仓 |
| DCH | DAUCH CORP | $115.06万 | 0.00% | 194,036 | 33,217 | 20.7% | $19.70万 | 加仓 |
| CNXN | PC CONNECTION INC | $114.93万 | 0.00% | 19,659 | -1,246 | -6.0% | -$7.28万 | 减仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $114.89万 | 0.00% | 53,711 | 13,589 | 33.9% | $29.07万 | 加仓 |
| PNTG | PENNANT GROUP INC | $114.85万 | 0.00% | 37,679 | 4,198 | 12.5% | $12.80万 | 加仓 |
| — | APOGEE THERAPEUTICS INC | $114.73万 | 0.00% | 13,631 | 4,727 | 53.1% | $39.79万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $114.50万 | 0.00% | 86,940 | 11,222 | 14.8% | $14.78万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $114.40万 | 0.00% | 50,867 | -3,115 | -5.8% | -$7.01万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $114.29万 | 0.00% | 16,280 | 211 | 1.3% | $1.48万 | 加仓 |
| BRKR | BRUKER CORP | $114.02万 | 0.00% | 31,566 | 15,046 | 91.1% | $54.35万 | 加仓 |
| CGON | CG ONCOLOGY INC | $113.93万 | 0.00% | 16,834 | 8,669 | 106.2% | $58.67万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $113.74万 | 0.00% | 12,903 | 1,500 | 13.2% | $13.22万 | 加仓 |
| IMVT | IMMUNOVANT INC | $113.59万 | 0.00% | 45,729 | 4,228 | 10.2% | $10.50万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $113.56万 | 0.00% | 14,553 | -14,937 | -50.7% | -$116.55万 | 减仓 |
| OPLN | OPENLANE INC | $113.49万 | 0.00% | 38,933 | 5,399 | 16.1% | $15.74万 | 加仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $113.37万 | 0.00% | 35,967 | 2,535 | 7.6% | $7.99万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $113.05万 | 0.00% | 60,913 | 15,280 | 33.5% | $28.36万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $112.94万 | 0.00% | 60,522 | 5,028 | 9.1% | $9.38万 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $112.56万 | 0.00% | 34,038 | -2,539 | -6.9% | -$8.40万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $112.38万 | 0.00% | 20,302 | 8,391 | 70.4% | $46.45万 | 加仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $112.29万 | 0.00% | 60,533 | 36,838 | 155.5% | $68.33万 | 加仓 |
| OMCL | OMNICELL COM | $111.55万 | 0.00% | 33,419 | 16,608 | 98.8% | $55.44万 | 加仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $111.49万 | 0.00% | 21,383 | -4,700 | -18.0% | -$24.51万 | 减仓 |
| BANC | BANC OF CALIFORNIA INC | $111.33万 | 0.00% | 63,325 | 25,846 | 69.0% | $45.44万 | 加仓 |
| HOPE | HOPE BANCORP INC | $111.32万 | 0.00% | 99,660 | -6,085 | -5.8% | -$6.80万 | 减仓 |
| FBNC | FIRST BANCORP N C | $111.12万 | 0.00% | 19,720 | 6,291 | 46.8% | $35.45万 | 加仓 |
| FA | FIRST ADVANTAGE CORP NEW | $111.00万 | 0.00% | 94,388 | 76,408 | 425.0% | $89.86万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $110.88万 | 0.00% | 13,852 | 9,845 | 245.7% | $78.81万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $110.82万 | 0.00% | 22,014 | -565 | -2.5% | -$2.84万 | 减仓 |
| CNM | CORE & MAIN INC | $110.77万 | 0.00% | 22,422 | 12,896 | 135.4% | $63.71万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $110.68万 | 0.00% | 52,907 | 11,000 | 26.2% | $23.01万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $110.41万 | 0.00% | 10,444 | -1,017 | -8.9% | -$10.75万 | 减仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $110.28万 | 0.00% | 83,802 | 23,889 | 39.9% | $31.44万 | 加仓 |
| FRHC | FREEDOM HOLDING CORP | $110.12万 | 0.00% | 7,601 | 6,298 | 483.3% | $91.25万 | 重新持有 |
| TDS | TELEPHONE & DATA SYS INC | $110.02万 | 0.00% | 26,134 | 5,974 | 29.6% | $25.15万 | 加仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $109.89万 | 0.00% | 3,269 | 589 | 22.0% | $19.80万 | 加仓 |
| WTPI | WISDOMTREE TR | $109.69万 | 0.00% | 34,375 | 10,230 | 42.4% | $32.64万 | 加仓 |
| MITK | MITEK SYS INC | $109.65万 | 0.00% | 81,223 | 54,946 | 209.1% | $74.18万 | 加仓 |
| MSBI | MIDLAND STATES BANCORP INC | $109.55万 | 0.00% | 49,103 | 2,114 | 4.5% | $4.72万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $109.23万 | 0.00% | 16,022 | 227 | 1.4% | $1.55万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $109.20万 | 0.00% | 19,768 | 356 | 1.8% | $1.97万 | 加仓 |
| — | ATKORE INC | $109.15万 | 0.00% | 18,528 | 2,745 | 17.4% | $16.17万 | 加仓 |
| — | ISHARES TR | $109.11万 | 0.00% | 25,061 | 18,163 | 263.3% | $79.08万 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $108.84万 | 0.00% | 86,518 | 25,571 | 42.0% | $32.17万 | 加仓 |
| EWY | ISHARES INC | $108.72万 | 0.00% | 8,839 | 3,599 | 68.7% | $44.27万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $108.54万 | 0.00% | 96,653 | 1,683 | 1.8% | $1.89万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $108.17万 | 0.00% | 30,986 | 1,176 | 3.9% | $4.11万 | 加仓 |
| EDV | VANGUARD WORLD FD | $108.02万 | 0.00% | 16,631 | 16,631 | — | $108.02万 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $107.93万 | 0.00% | 6,796 | 19 | 0.3% | $3,018 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $107.70万 | 0.00% | 72,234 | 7,580 | 11.7% | $11.30万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $107.69万 | 0.00% | 15,038 | 107 | 0.7% | $7,662 | 加仓 |
| QNST | QUINSTREET INC | $107.51万 | 0.00% | 89,517 | 54,827 | 158.0% | $65.85万 | 加仓 |
| MBX | MBX BIOSCIENCES INC | $107.37万 | 0.00% | 35,970 | 2,319 | 6.9% | $6.92万 | 加仓 |
| CMPR | CIMPRESS PLC | $107.22万 | 0.00% | 14,687 | -424 | -2.8% | -$3.10万 | 减仓 |
| — | BEAZER HOMES USA INC | $107.11万 | 0.00% | 55,669 | -3,744 | -6.3% | -$7.20万 | 减仓 |
| MMI | MARCUS & MILLICHAP INC | $106.97万 | 0.00% | 40,229 | 24,415 | 154.4% | $64.92万 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $106.81万 | 0.00% | 92,793 | 30,414 | 48.8% | $35.01万 | 加仓 |
| IBN | ICICI BANK LIMITED | $106.77万 | 0.00% | 41,225 | -1,147 | -2.7% | -$2.97万 | 减仓 |