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 |
|---|---|---|---|---|---|---|---|---|
| LMAT | LEMAITRE VASCULAR INC | $82.74万 | 0.00% | 8,622 | -4,516 | -34.4% | -$43.34万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $82.71万 | 0.00% | 1,299 | 673 | 107.5% | $42.85万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $82.65万 | 0.00% | 7,409 | 125 | 1.7% | $1.39万 | 加仓 |
| — | CREXENDO INC | $82.30万 | 0.00% | 110,177 | -313,907 | -74.0% | -$234.49万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $82.22万 | 0.00% | 16,224 | -195 | -1.2% | -$9,882 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $82.18万 | 0.00% | 47,204 | -1,610 | -3.3% | -$2.80万 | 减仓 |
| HBCP | HOMEBANCORP INC | $82.10万 | 0.00% | 11,982 | 8,062 | 205.7% | $55.24万 | 加仓 |
| CDC | VICTORY PORTFOLIOS II | $82.08万 | 0.00% | 11,037 | 2 | 0.0% | $149 | 加仓 |
| HEFA | ISHARES TR | $81.93万 | 0.00% | 17,459 | -2,253 | -11.4% | -$10.57万 | 减仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $81.92万 | 0.00% | 2,671 | -598 | -18.3% | -$18.34万 | 减仓 |
| — | GRAVITY CO LTD | $81.76万 | 0.00% | 12,175 | 6,397 | 110.7% | $42.96万 | 加仓 |
| MLR | MILLER INDS INC TENN | $81.74万 | 0.00% | 15,980 | 9,535 | 147.9% | $48.77万 | 加仓 |
| HFWA | HERITAGE FINL CORP WASH | $81.69万 | 0.00% | 27,579 | 4,741 | 20.8% | $14.04万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $81.65万 | 0.00% | 12,972 | -1,420 | -9.9% | -$8.94万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $81.63万 | 0.00% | 19,085 | 2,932 | 18.2% | $12.54万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $81.56万 | 0.00% | 35,185 | 2,281 | 6.9% | $5.29万 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW | $81.51万 | 0.00% | 32,829 | 13,989 | 74.3% | $34.73万 | 加仓 |
| — | PUBLIC POL HLDG CO INC | $81.35万 | 0.00% | 109,789 | -113,866 | -50.9% | -$84.37万 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $81.01万 | 0.00% | 146,220 | 1,327 | 0.9% | $7,352 | 加仓 |
| RVLV | REVOLVE GROUP INC | $80.87万 | 0.00% | 35,330 | -46,701 | -56.9% | -$106.90万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $80.84万 | 0.00% | 11,831 | 695 | 6.2% | $4.75万 | 加仓 |
| QQQI | NEOS ETF TRUST | $80.68万 | 0.00% | 14,206 | 8,785 | 162.1% | $49.89万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $80.65万 | 0.00% | 24,620 | 3,917 | 18.9% | $12.83万 | 加仓 |
| EGBN | EAGLE BANCORPORATION INC | $80.58万 | 0.00% | 28,382 | 5,516 | 24.1% | $15.66万 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $80.53万 | 0.00% | 55,008 | -1,307 | -2.3% | -$1.91万 | 减仓 |
| IEO | ISHARES TR | $80.42万 | 0.00% | 7,322 | 1,135 | 18.3% | $12.47万 | 加仓 |
| FRHC | FREEDOM HOLDING CORP | $80.34万 | 0.00% | 6,158 | -1,443 | -19.0% | -$18.83万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $80.33万 | 0.00% | 68,428 | -28,225 | -29.2% | -$33.14万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $80.29万 | 0.00% | 19,767 | -75,959 | -79.4% | -$308.55万 | 减仓 |
| SMP | STANDARD MTR PRODS INC | $80.22万 | 0.00% | 20,585 | 460 | 2.3% | $1.79万 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $80.17万 | 0.00% | 21,604 | 8,271 | 62.0% | $30.69万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $80.04万 | 0.00% | 17,495 | 1,624 | 10.2% | $7.43万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $79.97万 | 0.00% | 47,889 | 24,122 | 101.5% | $40.28万 | 加仓 |
| DBD | DIEBOLD NIXDORF INC | $79.88万 | 0.00% | 9,395 | -308 | -3.2% | -$2.62万 | 减仓 |
| DGRS | WISDOMTREE TR | $79.78万 | 0.00% | 13,442 | 12 | 0.1% | $712 | 加仓 |
| SUSB | ISHARES TR | $79.69万 | 0.00% | 31,888 | -5,783 | -15.4% | -$14.45万 | 减仓 |
| NVAX | NOVAVAX INC | $79.67万 | 0.00% | 84,579 | 17,377 | 25.9% | $16.37万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $79.67万 | 0.00% | 7,747 | 110 | 1.4% | $1.13万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $79.66万 | 0.00% | 12,277 | 1,005 | 8.9% | $6.52万 | 加仓 |
| ARKF | ARK ETF TR | $79.46万 | 0.00% | 20,138 | -578 | -2.8% | -$2.28万 | 减仓 |
| — | RIVERNORTH OPPORTUNITIES FD | $79.45万 | 0.00% | 68,138 | 68,138 | — | $79.45万 | 新建仓 |
| EIS | ISHARES INC | $79.35万 | 0.00% | 6,574 | 2,996 | 83.7% | $36.16万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $79.16万 | 0.00% | 12,674 | 113 | 0.9% | $7,058 | 加仓 |
| BHB | BAR HBR BANKSHARES | $78.89万 | 0.00% | 20,892 | 2,744 | 15.1% | $10.36万 | 加仓 |
| IQQQ | PROSHARES TR | $78.83万 | 0.00% | 15,518 | 2,075 | 15.4% | $10.54万 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $78.82万 | 0.00% | 29,215 | 4,914 | 20.2% | $13.26万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $78.68万 | 0.00% | 26,079 | 4,102 | 18.7% | $12.38万 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $78.61万 | 0.00% | 7,510 | -2,092 | -21.8% | -$21.90万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $78.43万 | 0.00% | 11,516 | -2,182 | -15.9% | -$14.86万 | 减仓 |
| HPK | HIGHPEAK ENERGY INC | $78.38万 | 0.00% | 112,134 | 34,127 | 43.7% | $23.85万 | 加仓 |
| TAC | TRANSALTA CORP | $78.33万 | 0.00% | 56,635 | 7,410 | 15.1% | $10.25万 | 加仓 |
| IYK | ISHARES TR | $78.26万 | 0.00% | 10,770 | -40 | -0.4% | -$2,906 | 减仓 |
| GME | GAMESTOP CORP | $78.10万 | 0.00% | 35,372 | 1,737 | 5.2% | $3.84万 | 加仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $78.02万 | 0.00% | 83,092 | 11,683 | 16.4% | $10.97万 | 加仓 |
| BAND | BANDWIDTH INC | $77.98万 | 0.00% | 12,319 | 2,024 | 19.7% | $12.81万 | 重新持有 |
| CRK | COMSTOCK RES INC | $77.93万 | 0.00% | 52,234 | 27,983 | 115.4% | $41.75万 | 加仓 |
| COCO | VITA COCO CO INC | $77.87万 | 0.00% | 11,774 | 3,112 | 35.9% | $20.58万 | 加仓 |
| SFL | SFL CORPORATION LTD | $77.82万 | 0.00% | 76,292 | 1,240 | 1.7% | $1.26万 | 加仓 |
| ZYME | ZYMEWORKS INC | $77.72万 | 0.00% | 29,731 | -2,663 | -8.2% | -$6.96万 | 减仓 |
| DYN | DYNE THERAPEUTICS INC | $77.42万 | 0.00% | 34,857 | 4,912 | 16.4% | $10.91万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $77.17万 | 0.00% | 6,577 | 10 | 0.2% | $1,173 | 加仓 |
| TGB | TREKOR METALS LTD | $77.11万 | 0.00% | 112,077 | 112,077 | — | $77.11万 | 新建仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $76.88万 | 0.00% | 15,305 | -1,097 | -6.7% | -$5.51万 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $76.80万 | 0.00% | 16,513 | -7,750 | -31.9% | -$36.05万 | 减仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $76.71万 | 0.00% | 16,832 | 1,232 | 7.9% | $5.61万 | 加仓 |
| PDS | PRECISION DRILLING CORP | $76.68万 | 0.00% | 10,002 | -112 | -1.1% | -$8,586 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $76.11万 | 0.00% | 7,449 | 2,710 | 57.2% | $27.69万 | 加仓 |
| AAEQ | EA SERIES TRUST | $75.84万 | 0.00% | 14,259 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES HOLDINGS INC | $75.73万 | 0.00% | 10,593 | -2,751 | -20.6% | -$19.67万 | 减仓 |
| NPK | NATIONAL PRESTO INDS INC | $75.58万 | 0.00% | 6,047 | 456 | 8.2% | $5.70万 | 加仓 |
| VGNT | VERSIGENT PLC | $75.49万 | 0.00% | 17,970 | 17,970 | — | $75.49万 | 新建仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $75.35万 | 0.00% | 12,717 | -4,582 | -26.5% | -$27.15万 | 减仓 |
| ITIC | INVESTORS TITLE CO NC | $75.29万 | 0.00% | 2,751 | 1,048 | 61.5% | $28.68万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $75.20万 | 0.00% | 3,014 | -169 | -5.3% | -$4.22万 | 减仓 |
| ARKX | ARK ETF TR | $75.15万 | 0.00% | 22,024 | 4,075 | 22.7% | $13.90万 | 加仓 |
| PDM | PIEDMONT REALTY TRUST INC | $75.12万 | 0.00% | 82,104 | 5,833 | 7.6% | $5.34万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $75.02万 | 0.00% | 115,946 | -61,645 | -34.7% | -$39.88万 | 减仓 |
| PUBM | PUBMATIC INC | $74.97万 | 0.00% | 57,143 | 8,894 | 18.4% | $11.67万 | 加仓 |
| — | ISHARES TR | $74.97万 | 0.00% | 27,420 | 0 | 0.0% | — | 不变 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $74.53万 | 0.00% | 177,030 | -490 | -0.3% | -$2,063 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $74.31万 | 0.00% | 29,083 | -8,633 | -22.9% | -$22.06万 | 减仓 |
| MCHI | ISHARES TR | $74.21万 | 0.00% | 14,544 | -503 | -3.3% | -$2.57万 | 减仓 |
| — | NUSHARES ETF TR | $74.17万 | 0.00% | 34,601 | 312 | 0.9% | $6,688 | 加仓 |
| AGGY | WISDOMTREE TR | $74.02万 | 0.00% | 17,025 | -91 | -0.5% | -$3,957 | 减仓 |
| PFXF | VANECK ETF TRUST | $73.79万 | 0.00% | 41,361 | -61,701 | -59.9% | -$110.07万 | 减仓 |
| VVR | INVESCO SR INCOME TR | $73.67万 | 0.00% | 245,554 | -18,603 | -7.0% | -$5.58万 | 减仓 |
| FRST | PRIMIS FINANCIAL CORP | $73.37万 | 0.00% | 44,822 | 31,828 | 244.9% | $52.10万 | 加仓 |
| BL | BLACKLINE INC | $73.37万 | 0.00% | 26,137 | -734 | -2.7% | -$2.06万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $73.25万 | 0.00% | 6,689 | 287 | 4.5% | $3.14万 | 加仓 |
| TIPT | TIPTREE INC | $73.18万 | 0.00% | 40,835 | 18,386 | 81.9% | $32.95万 | 加仓 |
| KMPR | KEMPER CORP | $73.13万 | 0.00% | 27,124 | -11,379 | -29.6% | -$30.68万 | 减仓 |
| XHR | XENIA HOTELS & RESORTS INC | $73.00万 | 0.00% | 35,857 | 1,219 | 3.5% | $2.48万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $72.86万 | 0.00% | 6,725 | 478 | 7.7% | $5.18万 | 加仓 |
| STEP | STEPSTONE GROUP INC | $72.86万 | 0.00% | 17,615 | -6,946 | -28.3% | -$28.73万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $72.76万 | 0.00% | 28,335 | -2,038 | -6.7% | -$5.23万 | 减仓 |
| FFSM | FIDELITY COVINGTON TRUST | $72.65万 | 0.00% | 19,014 | 3,664 | 23.9% | $14.00万 | 加仓 |
| BBNX | BETA BIONICS INC | $72.64万 | 0.00% | 46,353 | 14,365 | 44.9% | $22.51万 | 加仓 |
| SMLF | ISHARES TR | $72.37万 | 0.00% | 8,119 | -67 | -0.8% | -$5,972 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $72.32万 | 0.00% | 9,793 | 9,793 | — | $72.32万 | 新建仓 |
| — | CALAMOS ETF TR | $72.24万 | 0.00% | 27,060 | 0 | 0.0% | — | 不变 |