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 |
|---|---|---|---|---|---|---|---|---|
| IPI | INTREPID POTASH INC | $92.84万 | 0.00% | 28,322 | 13,391 | 89.7% | $43.90万 | 加仓 |
| IMTM | ISHARES TR | $92.81万 | 0.00% | 17,402 | 380 | 2.2% | $2.03万 | 加仓 |
| LMB | LIMBACH HLDGS INC | $92.79万 | 0.00% | 12,051 | 4,751 | 65.1% | $36.58万 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $92.70万 | 0.00% | 37,897 | 15,778 | 71.3% | $38.59万 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $92.62万 | 0.00% | 40,890 | -8,592 | -17.4% | -$19.46万 | 减仓 |
| SMR | NUSCALE PWR CORP | $92.50万 | 0.00% | 92,220 | 31,457 | 51.8% | $31.55万 | 加仓 |
| IHAK | ISHARES TR | $92.46万 | 0.00% | 15,229 | 415 | 2.8% | $2.52万 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $92.40万 | 0.00% | 25,391 | 6,680 | 35.7% | $24.31万 | 加仓 |
| FTMH | PUTNAM ETF TRUST | $92.38万 | 0.00% | 77,758 | 61,981 | 392.9% | $73.63万 | 加仓 |
| FISI | FINANCIAL INSTITUTIONS INC | $92.09万 | 0.00% | 23,631 | 3,639 | 18.2% | $14.18万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $91.72万 | 0.00% | 75,676 | -9,385 | -11.0% | -$11.37万 | 减仓 |
| WKC | WORLD KINECT CORPORATION | $91.71万 | 0.00% | 27,842 | 18,946 | 213.0% | $62.41万 | 加仓 |
| IHE | ISHARES TR | $91.70万 | 0.00% | 9,262 | 2,418 | 35.3% | $23.94万 | 加仓 |
| UUUU | ENERGY FUELS INC | $91.60万 | 0.00% | 63,171 | -2,099 | -3.2% | -$3.04万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $91.57万 | 0.00% | 43,665 | -77,856 | -64.1% | -$163.26万 | 减仓 |
| AXIAY | AXIA ENERGIA SA | $91.51万 | 0.00% | 86,657 | 8,336 | 10.6% | $8.80万 | 加仓 |
| CAMT | CAMTEK LTD | $91.21万 | 0.00% | 5,591 | 1,481 | 36.0% | $24.16万 | 加仓 |
| CGON | CG ONCOLOGY INC | $91.09万 | 0.00% | 12,820 | -4,014 | -23.8% | -$28.52万 | 减仓 |
| TRC | TEJON RANCH CO | $90.83万 | 0.00% | 48,573 | -51 | -0.1% | -$954 | 减仓 |
| TY | TRI CONTL CORP | $90.81万 | 0.00% | 26,383 | 435 | 1.7% | $1.50万 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $90.79万 | 0.00% | 11,627 | -97 | -0.8% | -$7,574 | 减仓 |
| AROW | ARROW FINL CORP | $90.60万 | 0.00% | 22,103 | 7,060 | 46.9% | $28.94万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $90.51万 | 0.00% | 17,868 | -873 | -4.7% | -$4.42万 | 减仓 |
| NN | NEXTNAV INC | $90.49万 | 0.00% | 50,751 | 4,978 | 10.9% | $8.88万 | 加仓 |
| AUR | AURORA INNOVATION INC | $90.44万 | 0.00% | 132,610 | -23,192 | -14.9% | -$15.82万 | 减仓 |
| AAT | AMERICAN ASSETS TR INC | $90.41万 | 0.00% | 36,617 | 9,458 | 34.8% | $23.35万 | 加仓 |
| HTLD | HEARTLAND EXPRESS INC | $90.35万 | 0.00% | 59,364 | -150 | -0.3% | -$2,283 | 减仓 |
| — | MORGAN STANLEY ETF TRUST | $90.03万 | 0.00% | 11,826 | 0 | 0.0% | — | 不变 |
| CCBG | CAPITAL CITY BANK | $89.98万 | 0.00% | 18,207 | 596 | 3.4% | $2.95万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $89.97万 | 0.00% | 19,801 | 5,844 | 41.9% | $26.55万 | 加仓 |
| INDY | ISHARES TR | $89.85万 | 0.00% | 20,680 | -4,209 | -16.9% | -$18.29万 | 减仓 |
| CLVT | CLARIVATE PLC | $89.85万 | 0.00% | 415,956 | -223,648 | -35.0% | -$48.31万 | 减仓 |
| WEX | WEX INC | $89.68万 | 0.00% | 6,356 | -14,264 | -69.2% | -$201.25万 | 减仓 |
| AMCX | AMC GLOBAL MEDIA INC | $89.61万 | 0.00% | 89,793 | 89,793 | — | $89.61万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $89.54万 | 0.00% | 18,345 | 20 | 0.1% | $976 | 加仓 |
| VOTE | TCW ETF TRUST | $89.28万 | 0.00% | 10,126 | -163 | -1.6% | -$1.44万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $89.08万 | 0.00% | 30,137 | -237 | -0.8% | -$7,006 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $89.06万 | 0.00% | 3,593 | -586 | -14.0% | -$14.53万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $89.04万 | 0.00% | 47,936 | -12,586 | -20.8% | -$23.38万 | 减仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $88.70万 | 0.00% | 426,437 | 61,628 | 16.9% | $12.82万 | 加仓 |
| HROW | HARROW INC | $88.61万 | 0.00% | 20,863 | -1,410 | -6.3% | -$5.99万 | 减仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $88.56万 | 0.00% | 22,637 | 8,907 | 64.9% | $34.84万 | 加仓 |
| EEMX | SPDR INDEX SHS FDS | $88.55万 | 0.00% | 16,353 | 3,485 | 27.1% | $18.87万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $88.51万 | 0.00% | 37,489 | 3,986 | 11.9% | $9.41万 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $88.51万 | 0.00% | 52,157 | 13,513 | 35.0% | $22.93万 | 加仓 |
| BLBD | BLUE BIRD CORP | $88.15万 | 0.00% | 11,164 | 3,600 | 47.6% | $28.43万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $88.04万 | 0.00% | 38,992 | -446 | -1.1% | -$1.01万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $88.02万 | 0.00% | 52,020 | -390 | -0.7% | -$6,599 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $88.01万 | 0.00% | 33,565 | 3,914 | 13.2% | $10.26万 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $87.90万 | 0.00% | 70,263 | -1,971 | -2.7% | -$2.47万 | 减仓 |
| ANDE | ANDERSONS INC | $87.90万 | 0.00% | 12,850 | -1,768 | -12.1% | -$12.09万 | 减仓 |
| ISHG | ISHARES TR | $87.77万 | 0.00% | 11,821 | 3,746 | 46.4% | $27.81万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $87.74万 | 0.00% | 13,720 | 1,033 | 8.1% | $6.61万 | 加仓 |
| PCRX | PACIRA BIOSCIENCES INC | $87.70万 | 0.00% | 34,568 | 7,415 | 27.3% | $18.81万 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $87.64万 | 0.00% | 16,266 | 2,154 | 15.3% | $11.61万 | 加仓 |
| HTO | H2O AMERICA | $87.63万 | 0.00% | 14,420 | 4,023 | 38.7% | $24.45万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $87.59万 | 0.00% | 9,355 | -582 | -5.9% | -$5.45万 | 减仓 |
| NIO | NIO INC | $87.50万 | 0.00% | 172,924 | -18,344 | -9.6% | -$9.28万 | 减仓 |
| DNL | WISDOMTREE TR | $87.25万 | 0.00% | 18,894 | 568 | 3.1% | $2.62万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $86.97万 | 0.00% | 54,055 | -30,767 | -36.3% | -$49.50万 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $86.94万 | 0.00% | 99,473 | 48,779 | 96.2% | $42.63万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $86.85万 | 0.00% | 11,389 | -3,289 | -22.4% | -$25.08万 | 减仓 |
| — | PUTNAM ETF TRUST | $86.82万 | 0.00% | 117,010 | 10,146 | 9.5% | $7.53万 | 加仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $86.81万 | 0.00% | 28,121 | 1,125 | 4.2% | $3.47万 | 加仓 |
| MLKN | MILLERKNOLL INC | $86.76万 | 0.00% | 42,406 | 8,637 | 25.6% | $17.67万 | 加仓 |
| UTL | UNITIL CORP | $86.66万 | 0.00% | 16,448 | 3,203 | 24.2% | $16.88万 | 加仓 |
| ALRS | ALERUS FINL CORP | $86.63万 | 0.00% | 27,856 | 1,348 | 5.1% | $4.19万 | 加仓 |
| IBDV | ISHARES TR | $86.17万 | 0.00% | 39,530 | 3,258 | 9.0% | $7.10万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $86.11万 | 0.00% | 8,410 | -2,034 | -19.5% | -$20.83万 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC | $86.04万 | 0.00% | 90,757 | -56,463 | -38.4% | -$53.53万 | 减仓 |
| — | WISDOMTREE TR | $85.99万 | 0.00% | 27,125 | 127 | 0.5% | $4,026 | 加仓 |
| TRN | TRINITY INDS INC | $85.96万 | 0.00% | 24,858 | 3,426 | 16.0% | $11.85万 | 加仓 |
| SA | SEABRIDGE GOLD INC | $85.96万 | 0.00% | 33,394 | 33,394 | — | $85.96万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $85.73万 | 0.00% | 86,948 | 1,388 | 1.6% | $1.37万 | 加仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $85.67万 | 0.00% | 56,811 | 1,817 | 3.3% | $2.74万 | 加仓 |
| VTOL | BRISTOW GROUP INC | $85.59万 | 0.00% | 20,714 | 245 | 1.2% | $1.01万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $85.44万 | 0.00% | 20,824 | 20,824 | — | $85.44万 | 新建仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $85.43万 | 0.00% | 150,403 | -1,363 | -0.9% | -$7,742 | 减仓 |
| KRT | KARAT PACKAGING INC | $85.31万 | 0.00% | 25,497 | 4,735 | 22.8% | $15.84万 | 加仓 |
| — | ISHARES TR | $85.28万 | 0.00% | 32,499 | 6 | 0.0% | $157 | 加仓 |
| — | KRONOS WORLDWIDE INC | $85.05万 | 0.00% | 134,360 | 33,698 | 33.5% | $21.33万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $85.01万 | 0.00% | 29,272 | 10,820 | 58.6% | $31.42万 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $84.99万 | 0.00% | 3,683 | -2,379 | -39.2% | -$54.90万 | 减仓 |
| — | VANGUARD NY TAX FREE FDS | $84.97万 | 0.00% | 8,170 | 0 | 0.0% | — | 不变 |
| AXGN | AXOGEN INC | $84.78万 | 0.00% | 18,355 | 2,890 | 18.7% | $13.35万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $84.76万 | 0.00% | 24,575 | 0 | 0.0% | — | 不变 |
| NPKI | NPK INTERNATIONAL INC | $84.65万 | 0.00% | 53,208 | 1,050 | 2.0% | $1.67万 | 加仓 |
| MAT | MATTEL INC | $84.64万 | 0.00% | 60,978 | 13,722 | 29.0% | $19.05万 | 加仓 |
| — | LISTED FDS TR | $84.62万 | 0.00% | 45,867 | 2,019 | 4.6% | $3.73万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $84.61万 | 0.00% | 30,567 | 3,528 | 13.0% | $9.77万 | 加仓 |
| LEN/B | LENNAR CORP | $84.30万 | 0.00% | 9,502 | 809 | 9.3% | $7.18万 | 加仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $84.27万 | 0.00% | 19,533 | 1,522 | 8.5% | $6.57万 | 加仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $83.76万 | 0.00% | 9,616 | -5,015 | -34.3% | -$43.68万 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $83.71万 | 0.00% | 68,729 | 3,283 | 5.0% | $4.00万 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $83.68万 | 0.00% | 83,683 | 22,007 | 35.7% | $22.01万 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $83.68万 | 0.00% | 22,611 | -3,523 | -13.5% | -$13.04万 | 减仓 |
| FIGS | FIGS INC | $83.52万 | 0.00% | 81,640 | -17,122 | -17.3% | -$17.52万 | 减仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $82.91万 | 0.00% | 3,275 | 449 | 15.9% | $11.37万 | 加仓 |
| EC | ECOPETROL S A | $82.89万 | 0.00% | 58,211 | 4,036 | 7.4% | $5.75万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $82.79万 | 0.00% | 175,030 | -64,192 | -26.8% | -$30.36万 | 减仓 |