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 |
|---|---|---|---|---|---|---|---|---|
| PBI | PITNEY BOWES INC | $154.96万 | 0.00% | 88,446 | 70,596 | 395.5% | $123.68万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $154.86万 | 0.00% | 11,509 | -854 | -6.9% | -$11.49万 | 减仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $154.42万 | 0.00% | 102,063 | -35,157 | -25.6% | -$53.19万 | 减仓 |
| CMPR | CIMPRESS PLC | $154.08万 | 0.00% | 15,150 | 463 | 3.2% | $4.71万 | 加仓 |
| JNK | SPDR SERIES TRUST | $153.90万 | 0.00% | 15,970 | -2,613 | -14.1% | -$25.18万 | 减仓 |
| GEO | GEO GROUP INC | $153.82万 | 0.00% | 52,054 | 18,052 | 53.1% | $53.34万 | 加仓 |
| MMI | MARCUS & MILLICHAP INC | $153.76万 | 0.00% | 49,329 | 9,100 | 22.6% | $28.36万 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $153.64万 | 0.00% | 64,527 | -44,974 | -41.1% | -$107.08万 | 减仓 |
| PATH | UIPATH INC | $152.84万 | 0.00% | 140,610 | -45,135 | -24.3% | -$49.06万 | 减仓 |
| DOLE | DOLE PLC | $152.71万 | 0.00% | 111,306 | -33,542 | -23.2% | -$46.02万 | 减仓 |
| MSA | MSA SAFETY INC | $152.43万 | 0.00% | 8,731 | 1,194 | 15.8% | $20.85万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $152.30万 | 0.00% | 30,930 | -9,737 | -23.9% | -$47.95万 | 减仓 |
| LMND | LEMONADE INC | $152.24万 | 0.00% | 23,403 | -3,050 | -11.5% | -$19.84万 | 减仓 |
| CLMT | CALUMET INC | $151.47万 | 0.00% | 42,053 | -1,686 | -3.9% | -$6.07万 | 减仓 |
| RDNT | RADNET INC | $151.46万 | 0.00% | 24,560 | -13,179 | -34.9% | -$81.28万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $151.46万 | 0.00% | 40,476 | -13,161 | -24.5% | -$49.25万 | 减仓 |
| QXO | QXO INC | $151.16万 | 0.00% | 87,474 | -6,404 | -6.8% | -$11.07万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $151.00万 | 0.00% | 15,888 | -134 | -0.8% | -$1.27万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $150.56万 | 0.00% | 49,888 | -9,138 | -15.5% | -$27.58万 | 减仓 |
| BLMN | BLOOMIN BRANDS INC | $150.55万 | 0.00% | 164,719 | 66,377 | 67.5% | $60.67万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $149.79万 | 0.00% | 19,566 | 3,286 | 20.2% | $25.16万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $149.78万 | 0.00% | 15,738 | 3,002 | 23.6% | $28.57万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $149.72万 | 0.00% | 24,805 | -5,013 | -16.8% | -$30.26万 | 减仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $149.65万 | 0.00% | 41,341 | 11,703 | 39.5% | $42.36万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $149.64万 | 0.00% | 30,237 | 4,442 | 17.2% | $21.98万 | 加仓 |
| ULS | UL SOLUTIONS INC | $149.45万 | 0.00% | 14,672 | 3,212 | 28.0% | $32.72万 | 加仓 |
| SSTK | SHUTTERSTOCK INC | $149.44万 | 0.00% | 107,123 | 20,462 | 23.6% | $28.54万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $148.97万 | 0.00% | 76,355 | 1,089 | 1.4% | $2.12万 | 加仓 |
| HVT | HAVERTY FURNITURE COS INC | $148.70万 | 0.00% | 58,245 | 35,356 | 154.5% | $90.26万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $148.61万 | 0.00% | 11,561 | 1,484 | 14.7% | $19.08万 | 加仓 |
| CEVA | CEVA INC | $148.54万 | 0.00% | 31,498 | 7,767 | 32.7% | $36.63万 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $148.35万 | 0.00% | 36,324 | 2,286 | 6.7% | $9.34万 | 加仓 |
| BANF | BANCFIRST CORP | $148.08万 | 0.00% | 13,325 | 1,050 | 8.6% | $11.67万 | 加仓 |
| — | DBX ETF TR | $147.99万 | 0.00% | 22,831 | -886 | -3.7% | -$5.74万 | 减仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $147.91万 | 0.00% | 23,415 | 10,029 | 74.9% | $63.35万 | 加仓 |
| XPEL | XPEL INC | $147.38万 | 0.00% | 29,714 | 3,098 | 11.6% | $15.37万 | 加仓 |
| IBTI | ISHARES TR | $147.30万 | 0.00% | 66,533 | 27,491 | 70.4% | $60.87万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $147.22万 | 0.00% | 28,021 | -928 | -3.2% | -$4.88万 | 减仓 |
| INGM | INGRAM MICRO HLDG CORP | $146.28万 | 0.00% | 53,328 | 11,364 | 27.1% | $31.17万 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $145.94万 | 0.00% | 13,235 | 1,313 | 11.0% | $14.48万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $145.61万 | 0.00% | 7,062 | 266 | 3.9% | $5.48万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $145.39万 | 0.00% | 92,193 | 23,409 | 34.0% | $36.92万 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $145.17万 | 0.00% | 44,368 | -3,740 | -7.8% | -$12.24万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $145.13万 | 0.00% | 47,647 | -5,791 | -10.8% | -$17.64万 | 减仓 |
| TROX | TRONOX HOLDINGS PLC | $144.63万 | 0.00% | 229,577 | -966 | -0.4% | -$6,086 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $144.45万 | 0.00% | 50,053 | 58 | 0.1% | $1,674 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $144.43万 | 0.00% | 37,024 | 4,347 | 13.3% | $16.96万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $144.24万 | 0.00% | 101,223 | 20,667 | 25.7% | $29.45万 | 加仓 |
| PKBK | PARKE BANCORP INC | $144.18万 | 0.00% | 43,479 | 23,786 | 120.8% | $78.87万 | 加仓 |
| CENX | CENTURY ALUM CO | $144.05万 | 0.00% | 31,307 | 2,077 | 7.1% | $9.56万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $143.53万 | 0.00% | 13,462 | 559 | 4.3% | $5.96万 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP | $143.52万 | 0.00% | 28,761 | 4,734 | 19.7% | $23.62万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $143.08万 | 0.00% | 34,682 | -2,303 | -6.2% | -$9.50万 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION | $142.89万 | 0.00% | 24,355 | 18,658 | 327.5% | $109.47万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $142.65万 | 0.00% | 35,548 | 6,871 | 24.0% | $27.57万 | 加仓 |
| IX | ORIX CORP | $142.52万 | 0.00% | 37,467 | 5,017 | 15.5% | $19.08万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $142.43万 | 0.00% | 125,929 | -3,190 | -2.5% | -$3.61万 | 减仓 |
| DXJ | WISDOMTREE TR | $142.40万 | 0.00% | 8,206 | -575 | -6.5% | -$9.98万 | 减仓 |
| ATLC | ATLANTICUS HOLDINGS CORP | $142.31万 | 0.00% | 13,918 | 4,001 | 40.3% | $40.91万 | 加仓 |
| NBBK | NB BANCORP INC | $142.25万 | 0.00% | 67,320 | -3,586 | -5.1% | -$7.58万 | 减仓 |
| FULT | FULTON FINL CORP PA | $141.78万 | 0.00% | 58,610 | 1,580 | 2.8% | $3.82万 | 加仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $141.63万 | 0.00% | 128,989 | 33,822 | 35.5% | $37.14万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $141.58万 | 0.00% | 11,945 | -6,238 | -34.3% | -$73.94万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $141.51万 | 0.00% | 17,555 | 3,371 | 23.8% | $27.17万 | 加仓 |
| BCAL | CALIFORNIA BANCORP | $141.30万 | 0.00% | 67,804 | 18,656 | 38.0% | $38.88万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $141.01万 | 0.00% | 37,986 | 719 | 1.9% | $2.67万 | 加仓 |
| RNG | RINGCENTRAL INC | $140.66万 | 0.00% | 36,085 | -1,927 | -5.1% | -$7.51万 | 减仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $140.38万 | 0.00% | 24,022 | 810 | 3.5% | $4.73万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $140.33万 | 0.00% | 18,520 | 7,835 | 73.3% | $59.37万 | 加仓 |
| ISCG | ISHARES TR | $140.03万 | 0.00% | 21,366 | -119 | -0.6% | -$7,799 | 减仓 |
| CHAT | TIDAL TRUST II | $139.93万 | 0.00% | 14,181 | 2,050 | 16.9% | $20.23万 | 加仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $139.80万 | 0.00% | 28,789 | -3,212 | -10.0% | -$15.60万 | 减仓 |
| VSTS | VESTIS CORPORATION | $139.24万 | 0.00% | 95,893 | 21,341 | 28.6% | $30.99万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $139.21万 | 0.00% | 23,307 | 746 | 3.3% | $4.46万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $139.18万 | 0.00% | 20,955 | 318 | 1.5% | $2.11万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $139.11万 | 0.00% | 30,071 | 11,745 | 64.1% | $54.33万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $138.99万 | 0.00% | 50,376 | -3,846 | -7.1% | -$10.61万 | 减仓 |
| PNTG | PENNANT GROUP INC | $138.61万 | 0.00% | 37,512 | -167 | -0.4% | -$6,171 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $138.35万 | 0.00% | 67,936 | -23,464 | -25.7% | -$47.78万 | 减仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $138.22万 | 0.00% | 285,000 | 0 | 0.0% | — | 不变 |
| SRCE | 1ST SOURCE CORP | $138.16万 | 0.00% | 16,936 | 3,389 | 25.0% | $27.65万 | 加仓 |
| IBDW | ISHARES TR | $138.11万 | 0.00% | 66,270 | 1,292 | 2.0% | $2.69万 | 加仓 |
| CAI | CARIS LIFE SCIENCES INC | $138.03万 | 0.00% | 77,456 | -542 | -0.7% | -$9,658 | 减仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $137.92万 | 0.00% | 93,376 | 45,103 | 93.4% | $66.62万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $137.08万 | 0.00% | 5,065 | 911 | 21.9% | $24.66万 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $137.07万 | 0.00% | 31,854 | 11,977 | 60.3% | $51.54万 | 加仓 |
| FDUS | FIDUS INVT CORP | $137.04万 | 0.00% | 71,859 | 40,780 | 131.2% | $77.77万 | 加仓 |
| XOP | SPDR SERIES TRUST | $137.02万 | 0.00% | 8,883 | 3,989 | 81.5% | $61.53万 | 加仓 |
| CASS | CASS INFORMATION SYS INC | $136.98万 | 0.00% | 26,691 | 497 | 1.9% | $2.55万 | 加仓 |
| KRE | SPDR SERIES TRUST | $136.96万 | 0.00% | 18,298 | -1,751 | -8.7% | -$13.11万 | 减仓 |
| IMAX | IMAX CORP | $136.81万 | 0.00% | 34,323 | -2,525 | -6.9% | -$10.06万 | 减仓 |
| — | BEAZER HOMES USA INC | $136.65万 | 0.00% | 48,718 | -6,951 | -12.5% | -$19.50万 | 减仓 |
| ROL | ROLLINS INC | $136.53万 | 0.00% | 32,709 | -16,003 | -32.9% | -$66.80万 | 减仓 |
| ADEA | ADEIA INC | $136.44万 | 0.00% | 41,433 | 7,475 | 22.0% | $24.62万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $136.11万 | 0.00% | 4,107 | -10,641 | -72.2% | -$352.67万 | 减仓 |
| — | RBB FD INC | $136.11万 | 0.00% | 44,256 | 1,667 | 3.9% | $5.13万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $136.02万 | 0.00% | 7,242 | 1,138 | 18.6% | $21.37万 | 加仓 |
| GRNY | TIDAL TRUST I | $136.00万 | 0.00% | 49,188 | 13,954 | 39.6% | $38.58万 | 加仓 |
| HOPE | HOPE BANCORP INC | $135.99万 | 0.00% | 99,409 | -251 | -0.3% | -$3,434 | 减仓 |
| RITM | RITHM CAPITAL CORP | $135.96万 | 0.00% | 144,795 | -32,571 | -18.4% | -$30.58万 | 减仓 |