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 |
|---|---|---|---|---|---|---|---|---|
| DJCO | DAILY JOURNAL CORP | $66.27万 | 0.00% | 1,374 | -867 | -38.7% | -$41.82万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $66.15万 | 0.00% | 16,649 | -1,342 | -7.5% | -$5.33万 | 减仓 |
| — | KRONOS WORLDWIDE INC | $66.13万 | 0.00% | 100,662 | 5,320 | 5.6% | $3.50万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $66.03万 | 0.00% | 6,402 | 1,744 | 37.4% | $17.99万 | 加仓 |
| PAR | PAR TECHNOLOGY CORP | $65.95万 | 0.00% | 49,475 | 41,184 | 496.7% | $54.90万 | 加仓 |
| SMR | NUSCALE PWR CORP | $65.87万 | 0.00% | 60,763 | 9,585 | 18.7% | $10.39万 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $65.83万 | 0.00% | 24,301 | 3,198 | 15.2% | $8.66万 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP | $65.78万 | 0.00% | 25,644 | -3,867 | -13.1% | -$9.92万 | 减仓 |
| NATR | NATURES SUNSHINE PRODS INC | $65.69万 | 0.00% | 27,382 | 9,327 | 51.7% | $22.38万 | 加仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $65.66万 | 0.00% | 14,469 | 3,196 | 28.4% | $14.50万 | 加仓 |
| PRLB | PROTO LABS INC | $65.62万 | 0.00% | 11,509 | 2,315 | 25.2% | $13.20万 | 加仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $65.60万 | 0.00% | 6,970 | 166 | 2.4% | $1.56万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $65.53万 | 0.00% | 47,936 | 145 | 0.3% | $1,982 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $65.28万 | 0.00% | 14,112 | 919 | 7.0% | $4.25万 | 加仓 |
| ROCK | GIBRALTAR INDS INC | $65.17万 | 0.00% | 16,346 | 6,867 | 72.4% | $27.38万 | 加仓 |
| WTI | W & T OFFSHORE INC | $64.98万 | 0.00% | 190,543 | 159,459 | 513.0% | $54.38万 | 加仓 |
| — | ISHARES TR | $64.97万 | 0.00% | 25,059 | 0 | 0.0% | — | 不变 |
| BLKB | BLACKBAUD INC | $64.80万 | 0.00% | 16,783 | 2,348 | 16.3% | $9.07万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $64.67万 | 0.00% | 17,370 | 878 | 5.3% | $3.27万 | 加仓 |
| IHAK | ISHARES TR | $64.66万 | 0.00% | 14,814 | -306 | -2.0% | -$1.34万 | 减仓 |
| INDI | INDIE SEMICONDUCTOR INC | $64.60万 | 0.00% | 200,618 | -25,613 | -11.3% | -$8.25万 | 减仓 |
| HAP | VANECK ETF TRUST | $64.56万 | 0.00% | 8,909 | 0 | 0.0% | — | 不变 |
| MNSO | MINISO GROUP HLDG LTD | $64.52万 | 0.00% | 39,828 | 1,066 | 2.8% | $1.73万 | 加仓 |
| TAC | TRANSALTA CORP | $64.48万 | 0.00% | 49,225 | -1,968 | -3.8% | -$2.58万 | 减仓 |
| LTC | LTC PPTYS INC | $64.47万 | 0.00% | 17,350 | 2,353 | 15.7% | $8.74万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $64.42万 | 0.00% | 59,210 | 16,491 | 38.6% | $17.94万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $64.19万 | 0.00% | 16,527 | 16,527 | — | $64.19万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $64.19万 | 0.00% | 155,802 | 47,264 | 43.5% | $19.47万 | 加仓 |
| HYS | PIMCO ETF TR | $64.17万 | 0.00% | 6,880 | 137 | 2.0% | $1.28万 | 加仓 |
| BTG | B2GOLD CORP | $64.17万 | 0.00% | 141,660 | 7,384 | 5.5% | $3.34万 | 加仓 |
| IQDG | WISDOMTREE TR | $64.14万 | 0.00% | 15,978 | -8,141 | -33.8% | -$32.68万 | 减仓 |
| APOG | APOGEE ENTERPRISES INC | $64.10万 | 0.00% | 19,111 | -5,576 | -22.6% | -$18.70万 | 减仓 |
| IPI | INTREPID POTASH INC | $63.86万 | 0.00% | 14,931 | 5,245 | 54.2% | $22.43万 | 加仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $63.79万 | 0.00% | 67,716 | 28,645 | 73.3% | $26.98万 | 加仓 |
| NEWT | NEWTEKONE INC | $63.76万 | 0.00% | 58,232 | 14,785 | 34.0% | $16.19万 | 加仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $63.76万 | 0.00% | 40,352 | -5,154 | -11.3% | -$8.14万 | 减仓 |
| FISI | FINANCIAL INSTITUTIONS INC | $63.39万 | 0.00% | 19,992 | 1,658 | 9.0% | $5.26万 | 加仓 |
| STRT | STRATTEC SEC CORP | $63.37万 | 0.00% | 8,089 | 5,030 | 164.4% | $39.40万 | 加仓 |
| SPYI | NEOS ETF TRUST | $63.25万 | 0.00% | 12,811 | -3,458 | -21.3% | -$17.07万 | 减仓 |
| APEI | AMERICAN PUB ED INC | $63.05万 | 0.00% | 11,084 | -117 | -1.0% | -$6,655 | 减仓 |
| — | INNOVATOR ETFS TRUST | $62.97万 | 0.00% | 21,977 | 21,977 | — | $62.97万 | 新建仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $62.96万 | 0.00% | 43,032 | 3,854 | 9.8% | $5.64万 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $62.95万 | 0.00% | 37,336 | 12,575 | 50.8% | $21.20万 | 加仓 |
| — | BLACKROCK ENERGY & RES TR | $62.93万 | 0.00% | 36,354 | -84 | -0.2% | -$1,454 | 减仓 |
| ALRS | ALERUS FINL CORP | $62.85万 | 0.00% | 26,508 | -985 | -3.6% | -$2.34万 | 减仓 |
| MXL | MAXLINEAR INC | $62.77万 | 0.00% | 36,096 | 11,760 | 48.3% | $20.45万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $62.73万 | 0.00% | 3,183 | 1,297 | 68.8% | $25.56万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $62.66万 | 0.00% | 15,871 | 9,065 | 133.2% | $35.79万 | 加仓 |
| CDL | VICTORY PORTFOLIOS II | $62.65万 | 0.00% | 8,408 | 8,408 | — | $62.65万 | 新建仓 |
| MFM | MFS MUN INCOME TR | $62.56万 | 0.00% | 116,072 | -8,388 | -6.7% | -$4.52万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $62.47万 | 0.00% | 12,736 | 5,040 | 65.5% | $24.72万 | 加仓 |
| ZUMZ | ZUMIEZ INC | $62.40万 | 0.00% | 28,159 | 927 | 3.4% | $2.05万 | 加仓 |
| CAMT | CAMTEK LTD | $62.31万 | 0.00% | 4,110 | 36 | 0.9% | $5,458 | 加仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $62.31万 | 0.00% | 177,520 | 15,445 | 9.5% | $5.42万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $62.07万 | 0.00% | 69,041 | -84 | -0.1% | -$755 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $62.04万 | 0.00% | 44,987 | 594 | 1.3% | $8,191 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $62.00万 | 0.00% | 37,085 | 2,646 | 7.7% | $4.42万 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP | $61.98万 | 0.00% | 4,178 | -5,430 | -56.5% | -$80.55万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $61.96万 | 0.00% | 54,016 | -15,279 | -22.0% | -$17.52万 | 减仓 |
| GPRE | GREEN PLAINS INC | $61.91万 | 0.00% | 37,635 | 9,812 | 35.3% | $16.14万 | 加仓 |
| HTLD | HEARTLAND EXPRESS INC | $61.89万 | 0.00% | 59,514 | 5,921 | 11.0% | $6.16万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $61.85万 | 0.00% | 17,199 | 1,058 | 6.6% | $3.80万 | 加仓 |
| SMLF | ISHARES TR | $61.79万 | 0.00% | 8,186 | 1 | 0.0% | $75 | 加仓 |
| DRD | DRDGOLD LIMITED | $61.65万 | 0.00% | 20,990 | 69 | 0.3% | $2,027 | 加仓 |
| OTTR | OTTER TAIL CORP | $61.63万 | 0.00% | 7,021 | 973 | 16.1% | $8.54万 | 加仓 |
| ARVN | ARVINAS INC | $61.61万 | 0.00% | 58,120 | 1,193 | 2.1% | $1.26万 | 加仓 |
| MSIF | MSC INCOME FUND INC | $61.54万 | 0.00% | 50,526 | 27,179 | 116.4% | $33.10万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $61.45万 | 0.00% | 20,380 | -2,840 | -12.2% | -$8.56万 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC | $61.37万 | 0.00% | 27,153 | -7,310 | -21.2% | -$16.52万 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $61.32万 | 0.00% | 65,446 | 22,911 | 53.9% | $21.47万 | 加仓 |
| RCAT | RED CAT HLDGS INC | $61.28万 | 0.00% | 46,817 | 32,596 | 229.2% | $42.67万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $61.21万 | 0.00% | 67,933 | 5,394 | 8.6% | $4.86万 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $61.09万 | 0.00% | 12,687 | 1,205 | 10.5% | $5.80万 | 加仓 |
| HTO | H2O AMERICA | $61.00万 | 0.00% | 10,397 | 663 | 6.8% | $3.89万 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $60.78万 | 0.00% | 24,149 | 3,302 | 15.8% | $8.31万 | 加仓 |
| OLP | ONE LIBERTY PPTYS INC | $60.75万 | 0.00% | 28,307 | 7,178 | 34.0% | $15.40万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $60.73万 | 0.00% | 25,442 | 50 | 0.2% | $1,194 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $60.73万 | 0.00% | 5,408 | 597 | 12.4% | $6.70万 | 加仓 |
| BOH | BANK HAWAII CORP | $60.48万 | 0.00% | 8,146 | -1,266 | -13.5% | -$9.40万 | 减仓 |
| RH | RH | $60.06万 | 0.00% | 4,295 | -1,982 | -31.6% | -$27.72万 | 减仓 |
| QDEL | QUIDELORTHO CORP | $59.95万 | 0.00% | 36,491 | 15,932 | 77.5% | $26.18万 | 加仓 |
| ISHG | ISHARES TR | $59.91万 | 0.00% | 8,075 | 63 | 0.8% | $4,674 | 加仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $59.52万 | 0.00% | 34,404 | 4,148 | 13.7% | $7.18万 | 加仓 |
| HFWA | HERITAGE FINL CORP WASH | $59.38万 | 0.00% | 22,838 | 22,838 | — | $59.38万 | 新建仓 |
| SHLD | GLOBAL X FDS | $59.35万 | 0.00% | 8,378 | 3,038 | 56.9% | $21.52万 | 加仓 |
| IHE | ISHARES TR | $59.32万 | 0.00% | 6,844 | 258 | 3.9% | $2.24万 | 加仓 |
| GVI | ISHARES TR | $59.26万 | 0.00% | 5,555 | 2,809 | 102.3% | $29.97万 | 加仓 |
| GRND | GRINDR INC | $59.19万 | 0.00% | 48,958 | 48,958 | — | $59.19万 | 新建仓 |
| BHB | BAR HBR BANKSHARES | $58.89万 | 0.00% | 18,148 | 607 | 3.5% | $1.97万 | 加仓 |
| CMRE | COSTAMARE INC | $58.85万 | 0.00% | 34,823 | 1,692 | 5.1% | $2.86万 | 加仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $58.82万 | 0.00% | 50,492 | 42,115 | 502.7% | $49.06万 | 重新持有 |
| VCYT | VERACYTE INC | $58.74万 | 0.00% | 18,237 | 2,221 | 13.9% | $7.15万 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $58.72万 | 0.00% | 61,676 | 11,896 | 23.9% | $11.33万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $58.71万 | 0.00% | 12,331 | 0 | 0.0% | — | 不变 |
| YORW | YORK WTR CO | $58.64万 | 0.00% | 19,257 | -9,181 | -32.3% | -$27.96万 | 减仓 |
| VSTS | VESTIS CORPORATION | $58.60万 | 0.00% | 74,552 | 34,553 | 86.4% | $27.16万 | 加仓 |
| LIT | GLOBAL X FDS | $58.55万 | 0.00% | 7,875 | -53 | -0.7% | -$3,940 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $58.54万 | 0.00% | 9,715 | 579 | 6.3% | $3.49万 | 加仓 |
| SMMU | PIMCO ETF TR | $58.53万 | 0.00% | 11,601 | 11,601 | — | $58.53万 | 新建仓 |
| IRD | OPUS GENETICS INC | $58.41万 | 0.00% | 128,366 | 0 | 0.0% | — | 不变 |