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 |
|---|---|---|---|---|---|---|---|---|
| GRNT | GRANITE RIDGE RESOURCES INC | $104.78万 | 0.00% | 237,590 | -158,931 | -40.1% | -$70.09万 | 减仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $104.48万 | 0.00% | 30,784 | 17,659 | 134.5% | $59.93万 | 加仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $104.27万 | 0.00% | 70,643 | 30,072 | 74.1% | $44.39万 | 加仓 |
| MNKD | MANNKIND CORP | $104.23万 | 0.00% | 244,675 | 135,843 | 124.8% | $57.87万 | 加仓 |
| OEC | ORION S.A. | $104.16万 | 0.00% | 157,111 | 104,798 | 200.3% | $69.48万 | 加仓 |
| PKE | PARK AEROSPACE CORP | $103.85万 | 0.00% | 27,214 | 6,040 | 28.5% | $23.05万 | 加仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $103.81万 | 0.00% | 51,444 | 35,041 | 213.6% | $70.71万 | 加仓 |
| FCN | FTI CONSULTING INC | $103.46万 | 0.00% | 6,943 | -12,074 | -63.5% | -$179.91万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $103.41万 | 0.00% | 20,802 | -640 | -3.0% | -$3.18万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $103.18万 | 0.00% | 25,691 | 84 | 0.3% | $3,373 | 加仓 |
| INDI | INDIE SEMICONDUCTOR INC | $103.10万 | 0.00% | 229,629 | 29,011 | 14.5% | $13.03万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $103.07万 | 0.00% | 15,270 | -21,064 | -58.0% | -$142.18万 | 减仓 |
| WK | WORKIVA INC | $103.02万 | 0.00% | 21,237 | -10,768 | -33.6% | -$52.24万 | 减仓 |
| CLDT | CHATHAM LODGING TR | $102.97万 | 0.00% | 77,829 | 18,416 | 31.0% | $24.36万 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $102.81万 | 0.00% | 100,889 | 378 | 0.4% | $3,852 | 加仓 |
| OI | O-I GLASS INC | $102.80万 | 0.00% | 106,750 | 56,867 | 114.0% | $54.76万 | 加仓 |
| NULG | NUSHARES ETF TR | $102.70万 | 0.00% | 8,773 | 514 | 6.2% | $6.02万 | 加仓 |
| HTB | HOMETRUST BANCSHARES INC | $102.67万 | 0.00% | 20,580 | 1,660 | 8.8% | $8.28万 | 加仓 |
| SXC | SUNCOKE ENERGY INC | $102.58万 | 0.00% | 127,427 | 76,931 | 152.4% | $61.93万 | 加仓 |
| AGI | ALAMOS GOLD INC | $102.55万 | 0.00% | 33,801 | 2,422 | 7.7% | $7.35万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $102.48万 | 0.00% | 30,857 | 2,791 | 9.9% | $9.27万 | 加仓 |
| CAR | AVIS BUDGET GROUP INC | $102.39万 | 0.00% | 6,926 | -21,829 | -75.9% | -$322.70万 | 减仓 |
| ISVL | ISHARES TR | $102.37万 | 0.00% | 20,332 | 0 | 0.0% | — | 不变 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $102.23万 | 0.00% | 33,397 | 24,542 | 277.2% | $75.12万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $102.20万 | 0.00% | 14,709 | 1,465 | 11.1% | $10.18万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $102.20万 | 0.00% | 6,007 | 729 | 13.8% | $12.40万 | 加仓 |
| EWZ | ISHARES INC | $101.98万 | 0.00% | 29,559 | -2,150 | -6.8% | -$7.42万 | 减仓 |
| NUBD | NUSHARES ETF TR | $101.95万 | 0.00% | 46,058 | 317 | 0.7% | $7,017 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC | $101.85万 | 0.00% | 12,012 | 4,046 | 50.8% | $34.31万 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $101.39万 | 0.00% | 19,885 | -6,471 | -24.6% | -$33.00万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $101.34万 | 0.00% | 8,884 | -4,265 | -32.4% | -$48.65万 | 减仓 |
| VEL | VELOCITY FINL INC | $101.26万 | 0.00% | 54,853 | 955 | 1.8% | $1.76万 | 加仓 |
| DCOM | DIME COML BANCSHARES INC | $101.11万 | 0.00% | 24,874 | 2,343 | 10.4% | $9.52万 | 加仓 |
| WGO | WINNEBAGO INDS INC | $101.02万 | 0.00% | 32,337 | -18,800 | -36.8% | -$58.73万 | 减仓 |
| PRLB | PROTO LABS INC | $100.82万 | 0.00% | 12,369 | 860 | 7.5% | $7.01万 | 加仓 |
| DCH | DAUCH CORP | $100.48万 | 0.00% | 185,380 | -8,656 | -4.5% | -$4.69万 | 减仓 |
| — | SIGA TECHNOLOGIES INC | $100.29万 | 0.00% | 275,528 | 106,973 | 63.5% | $38.94万 | 加仓 |
| CDNA | CAREDX INC | $100.27万 | 0.00% | 35,183 | 4,686 | 15.4% | $13.36万 | 加仓 |
| LIF | LIFE360 INC | $100.20万 | 0.00% | 18,100 | -3,679 | -16.9% | -$20.37万 | 减仓 |
| TDUP | THREDUP INC | $100.09万 | 0.00% | 146,124 | 101,650 | 228.6% | $69.63万 | 加仓 |
| CALX | CALIX INC | $99.95万 | 0.00% | 26,782 | -4,569 | -14.6% | -$17.05万 | 减仓 |
| STPZ | PIMCO ETF TR | $99.93万 | 0.00% | 18,735 | 1,794 | 10.6% | $9.57万 | 加仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $99.90万 | 0.00% | 21,107 | 5,183 | 32.5% | $24.53万 | 加仓 |
| — | ACV AUCTIONS INC | $99.81万 | 0.00% | 138,819 | 85,548 | 160.6% | $61.51万 | 加仓 |
| CATY | CATHAY GEN BANCORP | $99.33万 | 0.00% | 16,023 | 513 | 3.3% | $3.18万 | 加仓 |
| DJCO | DAILY JOURNAL CORP | $99.20万 | 0.00% | 1,650 | 276 | 20.1% | $16.59万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $99.17万 | 0.00% | 9,526 | 1,430 | 17.7% | $14.89万 | 加仓 |
| CBNK | CAPITAL BANCORP INC MD | $99.00万 | 0.00% | 28,188 | 13,627 | 93.6% | $47.86万 | 加仓 |
| — | VANECK ETF TRUST | $98.96万 | 0.00% | 3,870 | -1,524 | -28.3% | -$38.97万 | 减仓 |
| ARKO | ARKO CORP | $98.81万 | 0.00% | 123,050 | 18,613 | 17.8% | $14.95万 | 加仓 |
| LZ | LEGALZOOM COM INC | $98.61万 | 0.00% | 160,871 | 84,994 | 112.0% | $52.10万 | 加仓 |
| CYRX | CRYOPORT INC | $98.44万 | 0.00% | 62,701 | 18,790 | 42.8% | $29.50万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $98.38万 | 0.00% | 19,386 | 5,714 | 41.8% | $29.00万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $98.27万 | 0.00% | 13,110 | 2,125 | 19.3% | $15.93万 | 加仓 |
| — | PROSHARES TR | $98.15万 | 0.00% | 21,599 | 1,552 | 7.7% | $7.05万 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $98.04万 | 0.00% | 118,544 | -31,935 | -21.2% | -$26.41万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $97.72万 | 0.00% | 12,565 | -423 | -3.3% | -$3.29万 | 减仓 |
| YEXT | YEXT INC | $97.71万 | 0.00% | 209,222 | 164,559 | 368.4% | $76.85万 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP | $97.06万 | 0.00% | 4,871 | 693 | 16.6% | $13.81万 | 加仓 |
| PSN | PARSONS CORP DEL | $97.04万 | 0.00% | 18,522 | 5,568 | 43.0% | $29.17万 | 加仓 |
| SOBO | SOUTH BOW CORP | $96.93万 | 0.00% | 27,506 | -1 | -0.0% | -$35 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $96.64万 | 0.00% | 21,727 | -5,141 | -19.1% | -$22.87万 | 减仓 |
| RCUS | ARCUS BIOSCIENCES INC | $96.63万 | 0.00% | 31,342 | -2,103 | -6.3% | -$6.48万 | 减仓 |
| ORC | ORCHID IS CAP INC | $96.62万 | 0.00% | 138,622 | 102,099 | 279.5% | $71.16万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $96.55万 | 0.00% | 19,681 | 3,311 | 20.2% | $16.24万 | 加仓 |
| NX | QUANEX BLDG PRODS CORP | $96.55万 | 0.00% | 51,854 | -794 | -1.5% | -$1.48万 | 减仓 |
| NEO | NEOGENOMICS INC | $96.41万 | 0.00% | 66,077 | 5,479 | 9.0% | $7.99万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $96.29万 | 0.00% | 32,431 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $96.27万 | 0.00% | 10,513 | -589 | -5.3% | -$5.39万 | 减仓 |
| SHAK | SHAKE SHACK INC | $95.83万 | 0.00% | 17,107 | -13,552 | -44.2% | -$75.92万 | 减仓 |
| CRAI | CRA INTL INC | $95.65万 | 0.00% | 6,722 | 1,883 | 38.9% | $26.80万 | 加仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $95.50万 | 0.00% | 8,445 | -422 | -4.8% | -$4.77万 | 减仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $95.50万 | 0.00% | 22,918 | 7,399 | 47.7% | $30.83万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $95.45万 | 0.00% | 15,832 | -2,444 | -13.4% | -$14.74万 | 减仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $95.45万 | 0.00% | 30,770 | 16,278 | 112.3% | $50.49万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $95.43万 | 0.00% | 71,702 | 24,758 | 52.7% | $32.95万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $95.40万 | 0.00% | 110,289 | 51,079 | 86.3% | $44.18万 | 加仓 |
| STAA | STAAR SURGICAL CO | $95.19万 | 0.00% | 33,179 | 9,614 | 40.8% | $27.58万 | 加仓 |
| MLPX | GLOBAL X FDS | $95.14万 | 0.00% | 12,916 | 1,716 | 15.3% | $12.64万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $94.85万 | 0.00% | 25,781 | -8,720 | -25.3% | -$32.08万 | 减仓 |
| UJUN | INNOVATOR ETFS TRUST | $94.55万 | 0.00% | 24,533 | 12,103 | 97.4% | $46.64万 | 加仓 |
| CNNE | CANNAE HLDGS INC | $94.54万 | 0.00% | 65,650 | 32,475 | 97.9% | $46.76万 | 加仓 |
| RBB | RBB BANCORP | $94.48万 | 0.00% | 34,462 | 34,462 | — | $94.48万 | 新建仓 |
| BUFF | INNOVATOR ETFS TRUST | $94.46万 | 0.00% | 17,931 | -2,275 | -11.3% | -$11.98万 | 减仓 |
| LYFT | LYFT INC | $94.34万 | 0.00% | 64,570 | 13,377 | 26.1% | $19.54万 | 加仓 |
| TRIP | TRIPADVISOR INC | $94.32万 | 0.00% | 68,795 | 17,093 | 33.1% | $23.43万 | 加仓 |
| FLY | FIREFLY AEROSPACE INC | $94.24万 | 0.00% | 32,056 | 32,056 | — | $94.24万 | 新建仓 |
| AVGE | AMERICAN CENTY ETF TR | $94.19万 | 0.00% | 9,505 | -34 | -0.4% | -$3,369 | 减仓 |
| CG | CARLYLE GROUP INC | $94.04万 | 0.00% | 22,333 | -3,045 | -12.0% | -$12.82万 | 减仓 |
| BSVO | EA SERIES TRUST | $93.74万 | 0.00% | 32,115 | 0 | 0.0% | — | 不变 |
| WSE | WISE GROUP PLC | $93.53万 | 0.00% | 78,529 | 78,529 | — | $93.53万 | 新建仓 |
| HAYW | HAYWARD HLDGS INC | $93.49万 | 0.00% | 54,011 | -7,669 | -12.4% | -$13.28万 | 减仓 |
| NUTX | NUTEX HEALTH INC | $93.48万 | 0.00% | 5,470 | 1,555 | 39.7% | $26.57万 | 加仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $93.43万 | 0.00% | 72,486 | 35,494 | 96.0% | $45.75万 | 加仓 |
| NABL | N-ABLE INC | $93.19万 | 0.00% | 253,920 | -81,127 | -24.2% | -$29.77万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $93.17万 | 0.00% | 47,875 | -2,992 | -5.9% | -$5.82万 | 减仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $93.13万 | 0.00% | 167,804 | 115,832 | 222.9% | $64.29万 | 加仓 |
| PATK | PATRICK INDS INC | $93.12万 | 0.00% | 10,372 | -10,018 | -49.1% | -$89.94万 | 减仓 |
| BGSI | BOYD GROUP SERVICES INC | $93.11万 | 0.00% | 9,840 | 9,840 | — | $93.11万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $92.93万 | 0.00% | 16,529 | 1,491 | 9.9% | $8.38万 | 加仓 |