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 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | $5,592.70万 | 0.04% | 1,947,997 | 338,018 | 21.0% | $970.45万 | 加仓 |
| GEL | GENESIS ENERGY L P | $5,537.79万 | 0.04% | 3,105,883 | 200 | 0.0% | $3,566 | 加仓 |
| NOW | SERVICENOW INC | $5,535.82万 | 0.04% | 529,490 | 119,613 | 29.2% | $1,250.55万 | 加仓 |
| IWO | ISHARES TR | $5,504.97万 | 0.04% | 175,424 | -8,613 | -4.7% | -$270.28万 | 减仓 |
| MO | ALTRIA GROUP INC | $5,487.94万 | 0.04% | 831,631 | 61,909 | 8.0% | $408.54万 | 加仓 |
| DOV | DOVER CORP | $5,479.83万 | 0.04% | 262,885 | 4,471 | 1.7% | $93.20万 | 加仓 |
| IWP | ISHARES TR | $5,424.42万 | 0.04% | 423,386 | 2,625 | 0.6% | $33.63万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5,349.63万 | 0.04% | 278,742 | 16,604 | 6.3% | $318.66万 | 加仓 |
| TXN | TEXAS INSTRS INC | $5,340.42万 | 0.04% | 275,081 | 51,180 | 22.9% | $993.61万 | 加仓 |
| LIN | LINDE PLC | $5,339.43万 | 0.04% | 107,702 | 35,981 | 50.2% | $1,783.79万 | 加仓 |
| COP | CONOCOPHILLIPS | $5,315.61万 | 0.04% | 402,698 | 59,277 | 17.3% | $782.46万 | 加仓 |
| ADI | ANALOG DEVICES INC | $5,300.86万 | 0.04% | 166,621 | 15,482 | 10.2% | $492.54万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5,243.14万 | 0.04% | 399,995 | 42,421 | 11.9% | $556.06万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $5,239.52万 | 0.04% | 617,576 | -30,211 | -4.7% | -$256.31万 | 减仓 |
| SHOP | SHOPIFY INC | $5,223.15万 | 0.04% | 440,326 | 30,945 | 7.6% | $367.07万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $5,215.30万 | 0.04% | 377,047 | 8,261 | 2.2% | $114.27万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $5,162.19万 | 0.04% | 75,665 | 3,630 | 5.0% | $247.65万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $5,106.73万 | 0.03% | 110,251 | 655 | 0.6% | $30.34万 | 加仓 |
| GLDM | WORLD GOLD TR | $5,065.23万 | 0.03% | 546,469 | -10,790 | -1.9% | -$100.01万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $5,018.12万 | 0.03% | 11,919 | 1,806 | 17.9% | $760.36万 | 加仓 |
| SPGI | S&P GLOBAL INC | $4,952.65万 | 0.03% | 116,440 | 14,325 | 14.0% | $609.30万 | 加仓 |
| MGK | VANGUARD WORLD FD | $4,944.96万 | 0.03% | 134,579 | -1,432 | -1.1% | -$52.62万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,890.69万 | 0.03% | 109,524 | 9,011 | 9.0% | $402.38万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $4,878.91万 | 0.03% | 1,440,907 | -50,116 | -3.4% | -$169.69万 | 减仓 |
| DES | WISDOMTREE TR | $4,842.16万 | 0.03% | 1,347,290 | -15,324 | -1.1% | -$55.07万 | 减仓 |
| DVY | ISHARES TR | $4,808.36万 | 0.03% | 317,572 | 8,969 | 2.9% | $135.80万 | 加仓 |
| FDX | FEDEX CORP | $4,806.31万 | 0.03% | 134,941 | 14,097 | 11.7% | $502.10万 | 加仓 |
| RY | ROYAL BK CDA | $4,787.18万 | 0.03% | 295,907 | 10,630 | 3.7% | $171.97万 | 加仓 |
| RIO | RIO TINTO PLC | $4,715.27万 | 0.03% | 505,442 | 46,516 | 10.1% | $433.95万 | 加仓 |
| CACI | CACI INTL INC | $4,666.48万 | 0.03% | 85,801 | -437 | -0.5% | -$23.77万 | 减仓 |
| BX | BLACKSTONE INC | $4,619.40万 | 0.03% | 401,722 | 14,641 | 3.8% | $168.36万 | 加仓 |
| AZN | ASTRAZENECA PLC | $4,599.01万 | 0.03% | 233,193 | 233,193 | — | $4,599.01万 | 新建仓 |
| CMI | CUMMINS INC | $4,559.02万 | 0.03% | 84,737 | 8,846 | 11.7% | $475.93万 | 加仓 |
| SBUX | STARBUCKS CORP | $4,551.99万 | 0.03% | 508,092 | 2,979 | 0.6% | $26.69万 | 加仓 |
| TGT | TARGET CORP | $4,493.79万 | 0.03% | 370,774 | 47,959 | 14.9% | $581.26万 | 加仓 |
| GLW | CORNING INC | $4,468.58万 | 0.03% | 328,645 | 39,870 | 13.8% | $542.11万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $4,460.45万 | 0.03% | 247,514 | 22,828 | 10.2% | $411.38万 | 加仓 |
| FIX | COMFORT SYS USA INC | $4,460.22万 | 0.03% | 32,344 | 5,958 | 22.6% | $821.60万 | 加仓 |
| IHDG | WISDOMTREE TR | $4,440.02万 | 0.03% | 922,123 | -50,938 | -5.2% | -$245.27万 | 减仓 |
| ESGU | ISHARES TR | $4,432.49万 | 0.03% | 313,427 | 3,740 | 1.2% | $52.89万 | 加仓 |
| MPC | MARATHON PETE CORP | $4,393.05万 | 0.03% | 179,910 | 6,395 | 3.7% | $156.15万 | 加仓 |
| WM | WASTE MGMT INC DEL | $4,361.69万 | 0.03% | 189,812 | 13,241 | 7.5% | $304.26万 | 加仓 |
| WELL | WELLTOWER INC | $4,351.08万 | 0.03% | 220,074 | 8,471 | 4.0% | $167.48万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $4,260.06万 | 0.03% | 170,008 | 31,733 | 22.9% | $795.17万 | 加仓 |
| SHEL | SHELL PLC | $4,237.20万 | 0.03% | 455,612 | 32,780 | 7.8% | $304.85万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $4,233.36万 | 0.03% | 458,602 | 786 | 0.2% | $7.26万 | 加仓 |
| EEM | ISHARES TR | $4,190.33万 | 0.03% | 737,865 | 50,478 | 7.3% | $286.66万 | 加仓 |
| C | CITIGROUP INC | $4,188.08万 | 0.03% | 369,286 | -32,035 | -8.0% | -$363.31万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $4,150.29万 | 0.03% | 46,359 | 3,516 | 8.2% | $314.77万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $4,136.78万 | 0.03% | 226,760 | 15,279 | 7.2% | $278.73万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $4,125.01万 | 0.03% | 141,423 | 23,205 | 19.6% | $676.84万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $4,111.13万 | 0.03% | 1,896,278 | 526,360 | 38.4% | $1,141.15万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $4,107.00万 | 0.03% | 98,551 | 7,262 | 8.0% | $302.64万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $4,096.89万 | 0.03% | 86,571 | 4,614 | 5.6% | $218.35万 | 加仓 |
| USB | US BANCORP | $4,072.77万 | 0.03% | 783,076 | -12,780 | -1.6% | -$66.47万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $4,049.19万 | 0.03% | 1,521,679 | -995,382 | -39.5% | -$2,648.71万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $4,045.85万 | 0.03% | 649,414 | 14,572 | 2.3% | $90.78万 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $4,037.17万 | 0.03% | 526,461 | -5,944 | -1.1% | -$45.58万 | 减仓 |
| INTU | INTUIT | $4,014.66万 | 0.03% | 92,850 | 17,910 | 23.9% | $774.39万 | 加仓 |
| SYK | STRYKER CORPORATION | $3,981.60万 | 0.03% | 121,172 | 34,785 | 40.3% | $1,143.00万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $3,967.65万 | 0.03% | 115,601 | 1,195 | 1.0% | $41.01万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $3,936.85万 | 0.03% | 695,802 | 3,987 | 0.6% | $22.56万 | 加仓 |
| FAST | FASTENAL CO | $3,921.48万 | 0.03% | 845,147 | 112,015 | 15.3% | $519.75万 | 加仓 |
| IVE | ISHARES TR | $3,883.71万 | 0.03% | 183,931 | 23,446 | 14.6% | $495.06万 | 加仓 |
| SONY | SONY GROUP CORP | $3,876.83万 | 0.03% | 1,872,866 | 84,000 | 4.7% | $173.88万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $3,748.86万 | 0.03% | 124,032 | 1,831 | 1.5% | $55.34万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $3,722.60万 | 0.03% | 226,808 | 23,719 | 11.7% | $389.30万 | 加仓 |
| ADBE | ADOBE INC | $3,699.89万 | 0.03% | 152,209 | 24,405 | 19.1% | $593.23万 | 加仓 |
| EMR | EMERSON ELEC CO | $3,693.14万 | 0.03% | 281,876 | 46,796 | 19.9% | $613.12万 | 加仓 |
| EFAV | ISHARES TR | $3,663.84万 | 0.02% | 400,990 | 8,074 | 2.1% | $73.77万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $3,649.65万 | 0.02% | 141,817 | 3,256 | 2.3% | $83.79万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,641.12万 | 0.02% | 962,240 | 95,860 | 11.1% | $362.73万 | 加仓 |
| NKE | NIKE INC | $3,618.22万 | 0.02% | 685,009 | 52,160 | 8.2% | $275.51万 | 加仓 |
| DVYE | ISHARES INC | $3,618.16万 | 0.02% | 1,052,402 | -41,932 | -3.8% | -$144.16万 | 减仓 |
| SGOV | ISHARES TR | $3,604.60万 | 0.02% | 358,097 | -80,718 | -18.4% | -$812.51万 | 减仓 |
| SNOW | SNOWFLAKE INC | $3,579.91万 | 0.02% | 237,364 | -48,171 | -16.9% | -$726.51万 | 减仓 |
| DHR | DANAHER CORP DEL | $3,570.08万 | 0.02% | 188,295 | 31,663 | 20.2% | $600.33万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $3,560.96万 | 0.02% | 131,649 | 24,791 | 23.2% | $670.57万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,541.46万 | 0.02% | 776,297 | -80,162 | -9.4% | -$365.70万 | 减仓 |
| CGBD | CARLYLE SECURED LENDING INC | $3,535.79万 | 0.02% | 3,231,986 | -234,044 | -6.8% | -$256.04万 | 减仓 |
| XEL | XCEL ENERGY INC | $3,505.12万 | 0.02% | 441,228 | 100,908 | 29.7% | $801.61万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3,492.82万 | 0.02% | 436,167 | 26,410 | 6.4% | $211.49万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $3,475.76万 | 0.02% | 881,278 | 11,664 | 1.3% | $46.00万 | 加仓 |
| TMUS | T-MOBILE US INC | $3,451.69万 | 0.02% | 164,342 | 17,847 | 12.2% | $374.84万 | 加仓 |
| CSX | CSX CORP | $3,414.59万 | 0.02% | 831,813 | -64,758 | -7.2% | -$265.83万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $3,410.45万 | 0.02% | 474,134 | -49,910 | -9.5% | -$359.00万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $3,403.81万 | 0.02% | 765,761 | 24,955 | 3.4% | $110.92万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $3,385.93万 | 0.02% | 215,281 | 15,632 | 7.8% | $245.86万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $3,355.36万 | 0.02% | 354,764 | -103,415 | -22.6% | -$978.10万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $3,342.43万 | 0.02% | 339,747 | 22,491 | 7.1% | $221.27万 | 加仓 |
| CME | CME GROUP INC | $3,341.65万 | 0.02% | 113,142 | 27,863 | 32.7% | $822.93万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $3,313.89万 | 0.02% | 388,818 | 50,743 | 15.0% | $432.48万 | 加仓 |
| FTNT | FORTINET INC | $3,270.97万 | 0.02% | 400,266 | 13,163 | 3.4% | $107.57万 | 加仓 |
| MMM | 3M CO | $3,269.04万 | 0.02% | 225,095 | -223 | -0.1% | -$3.24万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $3,247.13万 | 0.02% | 1,267,419 | 76,235 | 6.4% | $195.31万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $3,223.54万 | 0.02% | 1,360,717 | -59,395 | -4.2% | -$140.71万 | 减仓 |
| BN | BROOKFIELD CORP | $3,216.50万 | 0.02% | 794,790 | 9,988 | 1.3% | $40.42万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,199.34万 | 0.02% | 709,074 | 13,019 | 1.9% | $58.74万 | 加仓 |
| ROST | ROSS STORES INC | $3,190.57万 | 0.02% | 147,282 | 19,195 | 15.0% | $415.82万 | 加仓 |
| O | REALTY INCOME CORP | $3,186.26万 | 0.02% | 520,801 | 132,654 | 34.2% | $811.58万 | 加仓 |