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 |
|---|---|---|---|---|---|---|---|---|
| TCBX | THIRD COAST BANCSHARES INC | $106.70万 | 0.00% | 28,205 | 18,776 | 199.1% | $71.03万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $106.68万 | 0.00% | 28,677 | 4,503 | 18.6% | $16.75万 | 加仓 |
| ABCB | AMERIS BANCORP | $106.58万 | 0.00% | 13,666 | 5,152 | 60.5% | $40.18万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $106.33万 | 0.00% | 32,677 | 1,937 | 6.3% | $6.30万 | 加仓 |
| TDAY | USA TODAY CO INC | $106.33万 | 0.00% | 150,824 | 30,021 | 24.9% | $21.16万 | 加仓 |
| HELE | HELEN OF TROY LTD | $106.28万 | 0.00% | 73,705 | 46,617 | 172.1% | $67.22万 | 加仓 |
| SXI | STANDEX INTL CORP | $106.15万 | 0.00% | 4,165 | 1,052 | 33.8% | $26.81万 | 加仓 |
| DAC | DANAOS CORPORATION | $106.13万 | 0.00% | 9,422 | 1,995 | 26.9% | $22.47万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $106.06万 | 0.00% | 33,436 | 2,032 | 6.5% | $6.45万 | 加仓 |
| SMMD | ISHARES TR | $106.05万 | 0.00% | 13,890 | 5,022 | 56.6% | $38.34万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $105.70万 | 0.00% | 47,485 | 3,454 | 7.8% | $7.69万 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $105.59万 | 0.00% | 56,315 | 7,553 | 15.5% | $14.16万 | 加仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $105.34万 | 0.00% | 49,066 | 15,979 | 48.3% | $34.31万 | 加仓 |
| BCH | BANCO DE CHILE | $105.31万 | 0.00% | 28,430 | 1,765 | 6.6% | $6.54万 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $105.24万 | 0.00% | 11,484 | -1,462 | -11.3% | -$13.40万 | 减仓 |
| INDY | ISHARES TR | $105.13万 | 0.00% | 24,889 | -115 | -0.5% | -$4,858 | 减仓 |
| ANDE | ANDERSONS INC | $104.93万 | 0.00% | 14,618 | 5,573 | 61.6% | $40.00万 | 加仓 |
| CLB | CORE LABORATORIES INC | $104.89万 | 0.00% | 62,471 | 32 | 0.1% | $537 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $104.42万 | 0.00% | 15,518 | 3,145 | 25.4% | $21.16万 | 加仓 |
| — | SKYWATER TECHNOLOGY INC | $104.25万 | 0.00% | 38,032 | -976 | -2.5% | -$2.68万 | 减仓 |
| TLN | TALEN ENERGY CORP | $104.17万 | 0.00% | 3,263 | 663 | 25.5% | $21.17万 | 加仓 |
| JBS | JBS N.V. | $103.87万 | 0.00% | 57,832 | 3,610 | 6.7% | $6.48万 | 加仓 |
| HURN | HURON CONSULTING GROUP INC | $103.74万 | 0.00% | 8,137 | -6,758 | -45.4% | -$86.16万 | 减仓 |
| — | FUNDX INVT TR | $103.40万 | 0.00% | 13,490 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $103.33万 | 0.00% | 30,374 | 5,535 | 22.3% | $18.83万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $103.23万 | 0.00% | 26,868 | -1,612 | -5.7% | -$6.19万 | 减仓 |
| AVTR | AVANTOR INC | $103.18万 | 0.00% | 131,604 | 74,812 | 131.7% | $58.65万 | 加仓 |
| OSPN | ONESPAN INC | $102.99万 | 0.00% | 97,808 | 55,102 | 129.0% | $58.02万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $102.97万 | 0.00% | 16,764 | 5,617 | 50.4% | $34.50万 | 加仓 |
| OFIX | ORTHOFIX MED INC | $102.92万 | 0.00% | 89,734 | 77,008 | 605.1% | $88.33万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $102.86万 | 0.00% | 17,354 | 3,662 | 26.7% | $21.70万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $102.64万 | 0.00% | 32,554 | 7,148 | 28.1% | $22.54万 | 加仓 |
| RYN | RAYONIER INC | $102.40万 | 0.00% | 49,659 | -7,867 | -13.7% | -$16.22万 | 减仓 |
| TFI | SPDR SERIES TRUST | $102.21万 | 0.00% | 22,544 | 4,445 | 24.6% | $20.15万 | 加仓 |
| QDF | FLEXSHARES TR | $102.20万 | 0.00% | 12,922 | -1,726 | -11.8% | -$13.65万 | 减仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $102.09万 | 0.00% | 24,365 | 1,933 | 8.6% | $8.10万 | 加仓 |
| — | ISHARES TR | $102.03万 | 0.00% | 21,327 | 21,327 | — | $102.03万 | 新建仓 |
| WHR | WHIRLPOOL CORP | $101.84万 | 0.00% | 18,886 | 3,229 | 20.6% | $17.41万 | 加仓 |
| NBTB | NBT BANCORP INC | $101.75万 | 0.00% | 23,897 | -4,335 | -15.4% | -$18.46万 | 减仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $101.73万 | 0.00% | 8,867 | 1,304 | 17.2% | $14.96万 | 加仓 |
| LEGH | LEGACY HOUSING CORP | $101.64万 | 0.00% | 49,748 | 49,748 | — | $101.64万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $101.59万 | 0.00% | 68,784 | 5,790 | 9.2% | $8.55万 | 加仓 |
| NUBD | NUSHARES ETF TR | $101.59万 | 0.00% | 45,741 | 36,061 | 372.5% | $80.09万 | 加仓 |
| TDOC | TELADOC HEALTH INC | $101.47万 | 0.00% | 186,188 | 165,942 | 819.6% | $90.44万 | 加仓 |
| PLUG | PLUG PWR INC | $101.02万 | 0.00% | 447,001 | 165,121 | 58.6% | $37.32万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $100.96万 | 0.00% | 14,392 | 366 | 2.6% | $2.57万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $100.84万 | 0.00% | 101,349 | 15,513 | 18.1% | $15.44万 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $100.50万 | 0.00% | 17,831 | -9,047 | -33.7% | -$50.99万 | 减仓 |
| SONO | SONOS INC | $100.29万 | 0.00% | 74,847 | -16,332 | -17.9% | -$21.88万 | 减仓 |
| SMBK | SMARTFINANCIAL INC | $100.29万 | 0.00% | 25,662 | 1,943 | 8.2% | $7.59万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $100.23万 | 0.00% | 18,276 | 11,129 | 155.7% | $61.03万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $100.21万 | 0.00% | 27,622 | 27,622 | — | $100.21万 | 新建仓 |
| FOUR | SHIFT4 PMTS INC | $100.01万 | 0.00% | 22,869 | 14,284 | 166.4% | $62.46万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $99.99万 | 0.00% | 25,301 | -1,381 | -5.2% | -$5.46万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $99.84万 | 0.00% | 20,206 | 20,206 | — | $99.84万 | 新建仓 |
| — | FIRST FNDTN INC | $99.74万 | 0.00% | 169,047 | -6,309 | -3.6% | -$3.72万 | 减仓 |
| DORM | DORMAN PRODS INC | $99.65万 | 0.00% | 9,549 | 125 | 1.3% | $1.30万 | 加仓 |
| GMF | SPDR INDEX SHS FDS | $99.63万 | 0.00% | 7,318 | 105 | 1.5% | $1.43万 | 加仓 |
| IREN | IREN LIMITED | $99.60万 | 0.00% | 29,055 | 8,456 | 41.1% | $28.99万 | 加仓 |
| UAA | UNDER ARMOUR INC | $99.59万 | 0.00% | 168,505 | 20,413 | 13.8% | $12.06万 | 加仓 |
| LEGN | LEGEND BIOTECH CORP | $99.53万 | 0.00% | 55,017 | 37,136 | 207.7% | $67.18万 | 加仓 |
| PDS | PRECISION DRILLING CORP | $99.52万 | 0.00% | 10,114 | 247 | 2.5% | $2.43万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $99.52万 | 0.00% | 8,242 | 269 | 3.4% | $3.25万 | 加仓 |
| BL | BLACKLINE INC | $99.42万 | 0.00% | 26,871 | 11,981 | 80.5% | $44.33万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $99.29万 | 0.00% | 65,840 | 21,443 | 48.3% | $32.34万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD | $99.24万 | 0.00% | 84,603 | 2,925 | 3.6% | $3.43万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $99.10万 | 0.00% | 85,061 | 1,372 | 1.6% | $1.60万 | 加仓 |
| SEZL | SEZZLE INC | $99.08万 | 0.00% | 15,655 | 994 | 6.8% | $6.29万 | 加仓 |
| CLSK | CLEANSPARK INC | $99.07万 | 0.00% | 116,420 | -26,985 | -18.8% | -$22.96万 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $98.95万 | 0.00% | 66,677 | 1,078 | 1.6% | $1.60万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $98.63万 | 0.00% | 39,438 | -7,334 | -15.7% | -$18.34万 | 减仓 |
| MBC | MASTERBRAND INC | $98.53万 | 0.00% | 118,566 | 2,760 | 2.4% | $2.29万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $98.49万 | 0.00% | 31,268 | 6,800 | 27.8% | $21.42万 | 加仓 |
| OIH | VANECK ETF TRUST | $98.49万 | 0.00% | 2,437 | 1,652 | 210.4% | $66.76万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $98.49万 | 0.00% | 26,539 | 11,896 | 81.2% | $44.15万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $98.39万 | 0.00% | 14,379 | 2,539 | 21.4% | $17.37万 | 加仓 |
| ULS | UL SOLUTIONS INC | $98.23万 | 0.00% | 11,460 | 7,727 | 207.0% | $66.23万 | 加仓 |
| XT | ISHARES TR | $98.20万 | 0.00% | 14,410 | 1,987 | 16.0% | $13.54万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $98.14万 | 0.00% | 21,442 | 1,143 | 5.6% | $5.23万 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $98.01万 | 0.00% | 29,638 | 3,174 | 12.0% | $10.50万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $97.92万 | 0.00% | 19,786 | 341 | 1.8% | $1.69万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $97.91万 | 0.00% | 42,608 | -2,457 | -5.5% | -$5.65万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $97.89万 | 0.00% | 84,386 | 8,823 | 11.7% | $10.23万 | 加仓 |
| UHAL | U HAUL HOLDING COMPANY | $97.82万 | 0.00% | 20,474 | -755 | -3.6% | -$3.61万 | 减仓 |
| ISVL | ISHARES TR | $97.82万 | 0.00% | 20,332 | 39 | 0.2% | $1,876 | 加仓 |
| INGM | INGRAM MICRO HLDG CORP | $97.82万 | 0.00% | 41,964 | 12,727 | 43.5% | $29.67万 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP | $97.74万 | 0.00% | 24,027 | 9,105 | 61.0% | $37.04万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $97.72万 | 0.00% | 13,433 | -538 | -3.9% | -$3.91万 | 减仓 |
| — | AVANOS MED INC | $97.70万 | 0.00% | 69,733 | 4,849 | 7.5% | $6.79万 | 加仓 |
| VEL | VELOCITY FINL INC | $97.50万 | 0.00% | 53,898 | -3,058 | -5.4% | -$5.53万 | 减仓 |
| XHB | SPDR SERIES TRUST | $97.39万 | 0.00% | 9,865 | -233 | -2.3% | -$2.30万 | 减仓 |
| IX | ORIX CORP | $97.32万 | 0.00% | 32,450 | 938 | 3.0% | $2.81万 | 加仓 |
| EPP | ISHARES INC | $96.97万 | 0.00% | 18,248 | -91 | -0.5% | -$4,836 | 减仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $96.70万 | 0.00% | 27,464 | 3,318 | 13.7% | $11.68万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $96.51万 | 0.00% | 45,611 | 402 | 0.9% | $8,506 | 加仓 |
| COTY | COTY INC | $96.33万 | 0.00% | 479,255 | 400,021 | 504.9% | $80.40万 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $96.24万 | 0.00% | 49,482 | 22,928 | 86.3% | $44.59万 | 加仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $96.21万 | 0.00% | 16,402 | 7,578 | 85.9% | $44.45万 | 加仓 |
| FTRE | FORTREA HLDGS INC | $96.21万 | 0.00% | 102,137 | 14,282 | 16.3% | $13.45万 | 加仓 |
| USXF | ISHARES TR | $96.03万 | 0.00% | 17,397 | -240 | -1.4% | -$1.32万 | 减仓 |