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 |
|---|---|---|---|---|---|---|---|---|
| ABSI | ABSCI CORPORATION | $118.59万 | 0.00% | 102,320 | 5,036 | 5.2% | $5.84万 | 加仓 |
| FUTU | FUTU HLDGS LTD | $118.49万 | 0.00% | 12,640 | -846 | -6.3% | -$7.93万 | 减仓 |
| XHB | SPDR SERIES TRUST | $118.46万 | 0.00% | 10,251 | 386 | 3.9% | $4.46万 | 加仓 |
| IBTL | ISHARES TR | $117.97万 | 0.00% | 58,431 | -20,088 | -25.6% | -$40.56万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $117.93万 | 0.00% | 108,788 | -414,490 | -79.2% | -$449.31万 | 减仓 |
| CALY | CALLAWAY GOLF CO | $117.89万 | 0.00% | 62,742 | 7,270 | 13.1% | $13.66万 | 加仓 |
| EPI | WISDOMTREE TR | $117.87万 | 0.00% | 27,553 | -4,894 | -15.1% | -$20.94万 | 减仓 |
| ALMS | ALUMIS INC | $117.68万 | 0.00% | 41,818 | 735 | 1.8% | $2.07万 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $117.56万 | 0.00% | 35,241 | 7,444 | 26.8% | $24.83万 | 加仓 |
| GSHD | GOOSEHEAD INS INC | $117.52万 | 0.00% | 24,230 | 13,600 | 127.9% | $65.96万 | 加仓 |
| OIS | OIL STS INTL INC | $117.20万 | 0.00% | 146,316 | -11,493 | -7.3% | -$9.21万 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $117.19万 | 0.00% | 281,710 | 76,159 | 37.1% | $31.68万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $116.96万 | 0.00% | 6,943 | 561 | 8.8% | $9.45万 | 加仓 |
| VVV | VALVOLINE INC | $116.85万 | 0.00% | 29,553 | 1,499 | 5.3% | $5.93万 | 加仓 |
| NEWT | NEWTEKONE INC | $116.83万 | 0.00% | 78,886 | 20,654 | 35.5% | $30.59万 | 加仓 |
| LCII | LCI INDS | $116.55万 | 0.00% | 11,008 | -9,023 | -45.0% | -$95.54万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $116.48万 | 0.00% | 109,785 | 25,399 | 30.1% | $26.95万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $116.36万 | 0.00% | 6,005 | 605 | 11.2% | $11.72万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $116.31万 | 0.00% | 44,819 | -1,621 | -3.5% | -$4.21万 | 减仓 |
| IBN | ICICI BANK LIMITED | $116.01万 | 0.00% | 39,962 | -1,263 | -3.1% | -$3.67万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $115.85万 | 0.00% | 21,921 | 6,567 | 42.8% | $34.71万 | 加仓 |
| TU | TELUS CORPORATION | $115.78万 | 0.00% | 109,534 | -2,461 | -2.2% | -$2.60万 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $115.40万 | 0.00% | 30,383 | -6,627 | -17.9% | -$25.17万 | 减仓 |
| FROG | JFROG LTD | $115.23万 | 0.00% | 12,679 | 1,404 | 12.5% | $12.76万 | 加仓 |
| WTAI | WISDOMTREE TR | $115.16万 | 0.00% | 24,260 | 179 | 0.7% | $8,497 | 加仓 |
| AMPL | AMPLITUDE INC | $114.97万 | 0.00% | 150,282 | -29,720 | -16.5% | -$22.74万 | 减仓 |
| GMF | SPDR INDEX SHS FDS | $114.93万 | 0.00% | 7,322 | 4 | 0.1% | $628 | 加仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $114.91万 | 0.00% | 26,212 | 14,450 | 122.9% | $63.35万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $114.91万 | 0.00% | 48,856 | 6,248 | 14.7% | $14.70万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $114.72万 | 0.00% | 60,794 | 936 | 1.6% | $1.77万 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $114.62万 | 0.00% | 101,165 | 16,053 | 18.9% | $18.19万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $114.62万 | 0.00% | 29,770 | 4,469 | 17.7% | $17.21万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $114.46万 | 0.00% | 26,084 | -455 | -1.7% | -$2.00万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $114.16万 | 0.00% | 22,660 | 646 | 2.9% | $3.25万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $113.99万 | 0.00% | 14,694 | 9,487 | 182.2% | $73.60万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $113.85万 | 0.00% | 9,571 | -6,270 | -39.6% | -$74.58万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $113.73万 | 0.00% | 11,954 | 3,909 | 48.6% | $37.19万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $113.63万 | 0.00% | 28,345 | -2,641 | -8.5% | -$10.59万 | 减仓 |
| EPP | ISHARES INC | $113.51万 | 0.00% | 21,313 | 3,065 | 16.8% | $16.32万 | 加仓 |
| PAR | PAR TECHNOLOGY CORP | $113.45万 | 0.00% | 65,128 | 15,653 | 31.6% | $27.27万 | 加仓 |
| NMAX | NEWSMAX INC | $113.18万 | 0.00% | 136,696 | 41,148 | 43.1% | $34.07万 | 加仓 |
| PACS | PACS GROUP INC | $112.87万 | 0.00% | 26,470 | 5,749 | 27.7% | $24.51万 | 加仓 |
| MTN | VAIL RESORTS INC | $112.78万 | 0.00% | 8,284 | 1,293 | 18.5% | $17.60万 | 加仓 |
| XT | ISHARES TR | $112.74万 | 0.00% | 13,645 | -765 | -5.3% | -$6.32万 | 减仓 |
| — | PLDT INC | $112.65万 | 0.00% | 64,297 | -173,657 | -73.0% | -$304.25万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $112.45万 | 0.00% | 54,404 | -10,376 | -16.0% | -$21.45万 | 减仓 |
| PGEN | PRECIGEN INC | $112.22万 | 0.00% | 196,885 | 21,136 | 12.0% | $12.05万 | 加仓 |
| — | WEAVE COMMUNICATIONS INC | $112.11万 | 0.00% | 187,169 | 63,384 | 51.2% | $37.97万 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $112.07万 | 0.00% | 62,364 | -21,824 | -25.9% | -$39.22万 | 减仓 |
| AMTB | AMERANT BANCORP INC | $112.04万 | 0.00% | 43,903 | 2,101 | 5.0% | $5.36万 | 加仓 |
| ONT | ONTERRIS INC | $111.89万 | 0.00% | 55,364 | 1,041 | 1.9% | $2.10万 | 加仓 |
| SPYI | NEOS ETF TRUST | $111.02万 | 0.00% | 20,912 | 8,101 | 63.2% | $43.01万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $110.97万 | 0.00% | 43,862 | -3,623 | -7.6% | -$9.17万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $110.95万 | 0.00% | 37,737 | -8,277 | -18.0% | -$24.33万 | 减仓 |
| TCOM | TRIP COM GROUP LTD | $110.85万 | 0.00% | 27,824 | -158 | -0.6% | -$6,295 | 减仓 |
| WTI | W & T OFFSHORE INC | $110.72万 | 0.00% | 351,485 | 160,942 | 84.5% | $50.70万 | 加仓 |
| NEOG | NEOGEN CORP | $110.65万 | 0.00% | 123,082 | -15,477 | -11.2% | -$13.91万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $110.58万 | 0.00% | 214,311 | -94,671 | -30.6% | -$48.85万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $110.53万 | 0.00% | 17,648 | 3,591 | 25.5% | $22.49万 | 加仓 |
| — | SELECT MED HLDGS CORP | $110.50万 | 0.00% | 66,929 | 8,909 | 15.4% | $14.71万 | 加仓 |
| HZO | MARINEMAX INC | $110.41万 | 0.00% | 30,150 | 2,040 | 7.3% | $7.47万 | 加仓 |
| RBCAA | REPUBLIC BANCORP INC KY | $110.32万 | 0.00% | 12,199 | 2,179 | 21.7% | $19.70万 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $109.86万 | 0.00% | 30,637 | 23,454 | 326.5% | $84.10万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $109.85万 | 0.00% | 24,054 | 4,109 | 20.6% | $18.77万 | 加仓 |
| RXO | RXO INC | $109.73万 | 0.00% | 39,771 | 10,566 | 36.2% | $29.15万 | 加仓 |
| GDOT | GREEN DOT CORP | $109.71万 | 0.00% | 81,206 | -44,584 | -35.4% | -$60.23万 | 减仓 |
| RDVT | RED VIOLET INC | $109.34万 | 0.00% | 17,160 | 4,373 | 34.2% | $27.86万 | 加仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $109.32万 | 0.00% | 206,647 | 54,559 | 35.9% | $28.86万 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $109.22万 | 0.00% | 476,961 | 256,810 | 116.7% | $58.81万 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $109.20万 | 0.00% | 10,784 | -700 | -6.1% | -$7.09万 | 减仓 |
| IBCP | INDEPENDENT BK CORP MICH | $109.10万 | 0.00% | 30,247 | 4,514 | 17.5% | $16.28万 | 加仓 |
| PHR | PHREESIA INC | $109.03万 | 0.00% | 105,955 | 10,728 | 11.3% | $11.04万 | 加仓 |
| PEN | PENUMBRA INC | $108.93万 | 0.00% | 3,450 | -640 | -15.6% | -$20.21万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $108.83万 | 0.00% | 46,038 | 427 | 0.9% | $1.01万 | 加仓 |
| USD | PROSHARES TR | $108.55万 | 0.00% | 10,411 | 972 | 10.3% | $10.13万 | 加仓 |
| SLM | SLM CORP | $108.50万 | 0.00% | 41,827 | 20,397 | 95.2% | $52.91万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $108.39万 | 0.00% | 26,711 | 9,512 | 55.3% | $38.60万 | 加仓 |
| EZU | ISHARES INC | $108.27万 | 0.00% | 15,579 | 1,146 | 7.9% | $7.96万 | 加仓 |
| HIFS | HINGHAM INSTN SVGS MASS | $108.15万 | 0.00% | 3,521 | 1,001 | 39.7% | $30.75万 | 加仓 |
| SONO | SONOS INC | $108.10万 | 0.00% | 79,898 | 5,051 | 6.7% | $6.83万 | 加仓 |
| ELF | E L F BEAUTY INC | $108.09万 | 0.00% | 14,607 | -6,963 | -32.3% | -$51.53万 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $108.07万 | 0.00% | 23,196 | 2,154 | 10.2% | $10.04万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $108.06万 | 0.00% | 11,130 | -541 | -4.6% | -$5.25万 | 减仓 |
| OXM | OXFORD INDS INC | $107.99万 | 0.00% | 30,969 | -17,902 | -36.6% | -$62.42万 | 减仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $107.64万 | 0.00% | 40,498 | -14,735 | -26.7% | -$39.17万 | 减仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $107.52万 | 0.00% | 24,956 | 591 | 2.4% | $2.55万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $107.38万 | 0.00% | 57,576 | 11,711 | 25.5% | $21.84万 | 加仓 |
| CBAN | COLONY BANKCORP INC | $107.33万 | 0.00% | 53,425 | 9,133 | 20.6% | $18.35万 | 加仓 |
| HYD | VANECK ETF TRUST | $107.30万 | 0.00% | 20,832 | 1,894 | 10.0% | $9.76万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $107.13万 | 0.00% | 12,493 | 1,089 | 9.5% | $9.34万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $107.02万 | 0.00% | 20,580 | 1,599 | 8.4% | $8.31万 | 加仓 |
| OIH | VANECK ETF TRUST | $106.82万 | 0.00% | 2,871 | 434 | 17.8% | $16.15万 | 加仓 |
| WIX | WIX COM LTD | $106.22万 | 0.00% | 23,412 | -10,163 | -30.3% | -$46.11万 | 减仓 |
| SMIZ | ZACKS TRUST | $105.81万 | 0.00% | 23,713 | -2,078 | -8.1% | -$9.27万 | 减仓 |
| DXPE | DXP ENTERPRISES INC | $105.78万 | 0.00% | 6,269 | 375 | 6.4% | $6.33万 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $105.73万 | 0.00% | 8,877 | 3,829 | 75.9% | $45.61万 | 加仓 |
| REMX | VANECK ETF TRUST | $105.69万 | 0.00% | 11,942 | 1,534 | 14.7% | $13.58万 | 加仓 |
| — | ISHARES ETHEREUM TR | $105.53万 | 0.00% | 88,755 | -19,573 | -18.1% | -$23.27万 | 减仓 |
| LBTYK | LIBERTY GLOBAL LTD | $105.46万 | 0.00% | 95,869 | 11,266 | 13.3% | $12.39万 | 加仓 |
| NBTB | NBT BANCORP INC | $104.95万 | 0.00% | 21,257 | -2,640 | -11.0% | -$13.03万 | 减仓 |