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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $6,392.66万 | 0.04% | 1,836,443 | -82,551 | -4.3% | -$287.36万 | 减仓 |
| MO | ALTRIA GROUP INC | $6,382.68万 | 0.04% | 887,099 | 55,468 | 6.7% | $399.09万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $6,341.86万 | 0.04% | 127,672 | 18,148 | 16.6% | $901.47万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $6,306.50万 | 0.04% | 498,222 | 54,240 | 12.2% | $686.57万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $6,223.35万 | 0.04% | 167,931 | -7,270 | -4.1% | -$269.42万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $6,202.14万 | 0.04% | 453,339 | 53,344 | 13.3% | $729.80万 | 加仓 |
| ESGD | ISHARES TR | $6,147.54万 | 0.04% | 597,951 | 2,221 | 0.4% | $22.83万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,145.82万 | 0.04% | 288,848 | 10,106 | 3.6% | $215.03万 | 加仓 |
| BE | BLOOM ENERGY CORP | $6,145.74万 | 0.04% | 203,031 | 31,745 | 18.5% | $960.92万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $6,125.20万 | 0.04% | 686,681 | 69,105 | 11.2% | $616.42万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $6,086.02万 | 0.04% | 181,770 | 11,762 | 6.9% | $393.82万 | 加仓 |
| IWP | ISHARES TR | $6,081.85万 | 0.04% | 415,398 | -7,988 | -1.9% | -$116.95万 | 减仓 |
| SNOW | SNOWFLAKE INC | $6,027.53万 | 0.04% | 236,839 | -525 | -0.2% | -$13.36万 | 减仓 |
| SO | SOUTHERN CO | $5,984.81万 | 0.03% | 625,306 | 35,749 | 6.1% | $342.15万 | 加仓 |
| IAU | ISHARES GOLD TR | $5,983.95万 | 0.03% | 792,471 | -28,692 | -3.5% | -$216.65万 | 减仓 |
| SBUX | STARBUCKS CORP | $5,918.73万 | 0.03% | 579,189 | 71,097 | 14.0% | $726.54万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $5,883.62万 | 0.03% | 112,629 | 2,378 | 2.2% | $124.22万 | 加仓 |
| DOV | DOVER CORP | $5,789.22万 | 0.03% | 258,125 | -4,760 | -1.8% | -$106.76万 | 减仓 |
| MCK | MCKESSON CORP | $5,762.09万 | 0.03% | 76,258 | -2,794 | -3.5% | -$211.12万 | 减仓 |
| MGK | VANGUARD WORLD FD | $5,738.57万 | 0.03% | 652,778 | -20,117 | -3.0% | -$176.85万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $5,660.42万 | 0.03% | 1,407,715 | -33,192 | -2.3% | -$133.47万 | 减仓 |
| PSX | PHILLIPS 66 | $5,654.01万 | 0.03% | 334,458 | 27,425 | 8.9% | $463.62万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $5,468.65万 | 0.03% | 137,514 | 11,839 | 9.4% | $470.81万 | 加仓 |
| DES | WISDOMTREE TR | $5,449.64万 | 0.03% | 1,339,636 | -7,654 | -0.6% | -$31.14万 | 减仓 |
| LOW | LOWES COS INC | $5,435.83万 | 0.03% | 246,534 | -29,135 | -10.6% | -$642.40万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $5,435.11万 | 0.03% | 270,916 | 44,156 | 19.5% | $885.86万 | 加仓 |
| SHOP | SHOPIFY INC | $5,364.55万 | 0.03% | 469,832 | 29,506 | 6.7% | $336.90万 | 加仓 |
| C | CITIGROUP INC | $5,359.63万 | 0.03% | 382,940 | 13,654 | 3.7% | $191.10万 | 加仓 |
| SNPS | SYNOPSYS INC | $5,312.63万 | 0.03% | 119,098 | 47,488 | 66.3% | $2,118.31万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $5,309.81万 | 0.03% | 426,697 | 140,331 | 49.0% | $1,746.28万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $5,291.27万 | 0.03% | 103,891 | 28,226 | 37.3% | $1,437.58万 | 加仓 |
| CRM | SALESFORCE INC | $5,273.56万 | 0.03% | 336,625 | -47,961 | -12.5% | -$751.36万 | 减仓 |
| WELL | WELLTOWER INC | $5,247.45万 | 0.03% | 231,196 | 11,122 | 5.1% | $252.44万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $5,235.11万 | 0.03% | 414,367 | 4,976 | 1.2% | $62.87万 | 加仓 |
| RIO | RIO TINTO PLC | $5,204.78万 | 0.03% | 548,276 | 42,834 | 8.5% | $406.62万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $5,200.08万 | 0.03% | 105,874 | 7,323 | 7.4% | $359.67万 | 加仓 |
| ESGU | ISHARES TR | $5,198.12万 | 0.03% | 317,597 | 4,170 | 1.3% | $68.25万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $5,177.49万 | 0.03% | 52,933 | 6,574 | 14.2% | $643.02万 | 加仓 |
| BX | BLACKSTONE INC | $5,140.01万 | 0.03% | 436,815 | 35,093 | 8.7% | $412.94万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $5,134.17万 | 0.03% | 140,393 | 16,361 | 13.2% | $598.32万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5,111.08万 | 0.03% | 887,032 | -41,001 | -4.4% | -$236.25万 | 减仓 |
| SGOV | ISHARES TR | $5,080.45万 | 0.03% | 504,664 | 146,567 | 40.9% | $1,475.49万 | 加仓 |
| TGT | TARGET CORP | $5,061.88万 | 0.03% | 387,556 | 16,782 | 4.5% | $219.19万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $5,046.35万 | 0.03% | 164,752 | 22,935 | 16.2% | $702.50万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $5,043.69万 | 0.03% | 152,783 | 11,360 | 8.0% | $375.02万 | 加仓 |
| USB | US BANCORP | $5,041.63万 | 0.03% | 834,708 | 51,632 | 6.6% | $311.86万 | 加仓 |
| DVY | ISHARES TR | $4,977.23万 | 0.03% | 318,441 | 869 | 0.3% | $13.58万 | 加仓 |
| NOW | SERVICENOW INC | $4,966.95万 | 0.03% | 500,297 | -29,193 | -5.5% | -$289.83万 | 减仓 |
| PFE | PFIZER INC | $4,956.49万 | 0.03% | 2,058,345 | -64,627 | -3.0% | -$155.62万 | 减仓 |
| IHDG | WISDOMTREE TR | $4,933.94万 | 0.03% | 941,951 | 19,828 | 2.2% | $103.86万 | 加仓 |
| EEM | ISHARES TR | $4,913.19万 | 0.03% | 718,199 | -19,666 | -2.7% | -$134.53万 | 减仓 |
| QUAL | ISHARES TR | $4,837.95万 | 0.03% | 220,478 | 84,896 | 62.6% | $1,862.87万 | 加仓 |
| DAL | DELTA AIR LINES INC | $4,812.39万 | 0.03% | 513,815 | 68,183 | 15.3% | $638.60万 | 加仓 |
| T | AT&T INC | $4,802.36万 | 0.03% | 2,319,979 | 20,793 | 0.9% | $43.04万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $4,780.53万 | 0.03% | 420,488 | 322,604 | 329.6% | $3,667.69万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $4,741.29万 | 0.03% | 646,481 | -2,933 | -0.5% | -$21.51万 | 减仓 |
| EVRG | EVERGY INC | $4,637.96万 | 0.03% | 536,615 | 160,969 | 42.9% | $1,391.26万 | 加仓 |
| ZS | ZSCALER INC | $4,586.28万 | 0.03% | 324,922 | 164,375 | 102.4% | $2,320.16万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $4,585.96万 | 0.03% | 497,987 | 39,385 | 8.6% | $362.70万 | 加仓 |
| SPGI | S&P GLOBAL INC | $4,561.98万 | 0.03% | 112,016 | -4,424 | -3.8% | -$180.17万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $4,501.11万 | 0.03% | 1,833,447 | -114,550 | -5.9% | -$281.22万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $4,495.07万 | 0.03% | 739,442 | 43,640 | 6.3% | $265.29万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $4,490.34万 | 0.03% | 250,046 | 2,532 | 1.0% | $45.47万 | 加仓 |
| MPC | MARATHON PETE CORP | $4,418.76万 | 0.03% | 172,830 | -7,080 | -3.9% | -$181.02万 | 减仓 |
| FDX | FEDEX CORP | $4,418.17万 | 0.03% | 141,097 | 6,156 | 4.6% | $192.76万 | 加仓 |
| GEL | GENESIS ENERGY L P | $4,400.12万 | 0.03% | 3,105,233 | -650 | -0.0% | -$9,211 | 减仓 |
| AZN | ASTRAZENECA PLC | $4,379.29万 | 0.03% | 230,951 | -2,242 | -1.0% | -$42.51万 | 减仓 |
| SYK | STRYKER CORPORATION | $4,299.71万 | 0.03% | 136,568 | 15,396 | 12.7% | $484.73万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $4,290.71万 | 0.03% | 515,030 | 86,927 | 20.3% | $724.19万 | 加仓 |
| XEL | XCEL ENERGY INC | $4,290.54万 | 0.03% | 534,313 | 93,085 | 21.1% | $747.47万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $4,277.51万 | 0.03% | 386,650 | 113,904 | 41.8% | $1,260.12万 | 加仓 |
| COP | CONOCOPHILLIPS | $4,274.80万 | 0.02% | 411,196 | 8,498 | 2.1% | $88.35万 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $4,256.52万 | 0.02% | 523,558 | -2,903 | -0.6% | -$23.60万 | 减仓 |
| IVE | ISHARES TR | $4,239.39万 | 0.02% | 186,708 | 2,777 | 1.5% | $63.05万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $4,213.65万 | 0.02% | 118,949 | 3,348 | 2.9% | $118.60万 | 加仓 |
| APP | APPLOVIN CORP | $4,182.54万 | 0.02% | 81,178 | 2,484 | 3.2% | $127.98万 | 加仓 |
| EMR | EMERSON ELEC CO | $4,168.57万 | 0.02% | 291,203 | 9,327 | 3.3% | $133.52万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4,147.82万 | 0.02% | 185,212 | 65,301 | 54.5% | $1,462.41万 | 加仓 |
| CSX | CSX CORP | $4,105.89万 | 0.02% | 863,852 | 32,039 | 3.9% | $152.28万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $4,076.76万 | 0.02% | 444,673 | 55,855 | 14.4% | $512.08万 | 加仓 |
| SHEL | SHELL PLC | $4,049.69万 | 0.02% | 522,270 | 66,658 | 14.6% | $516.87万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $4,016.84万 | 0.02% | 444,046 | 7,879 | 1.8% | $71.27万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $3,977.90万 | 0.02% | 542,319 | 49,214 | 10.0% | $360.98万 | 加仓 |
| PWR | QUANTA SVCS INC | $3,908.73万 | 0.02% | 54,285 | 4,170 | 8.3% | $300.26万 | 加仓 |
| WM | WASTE MGMT INC DEL | $3,863.67万 | 0.02% | 173,352 | -16,460 | -8.7% | -$366.86万 | 减仓 |
| CACI | CACI INTL INC | $3,841.76万 | 0.02% | 82,929 | -2,872 | -3.3% | -$133.05万 | 减仓 |
| IYW | ISHARES TR | $3,840.57万 | 0.02% | 152,265 | -287 | -0.2% | -$7.24万 | 减仓 |
| HON | HONEYWELL INTL INC | $3,834.57万 | 0.02% | 171,262 | -176,332 | -50.7% | -$3,948.08万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $3,826.06万 | 0.02% | 355,913 | 16,166 | 4.8% | $173.78万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $3,803.09万 | 0.02% | 847,958 | 82,197 | 10.7% | $368.65万 | 加仓 |
| DHR | DANAHER CORP DEL | $3,782.61万 | 0.02% | 198,583 | 10,288 | 5.5% | $195.97万 | 加仓 |
| ROST | ROSS STORES INC | $3,776.10万 | 0.02% | 177,406 | 30,124 | 20.5% | $641.19万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $3,774.35万 | 0.02% | 211,757 | -86,218 | -28.9% | -$1,536.75万 | 减仓 |
| BN | BROOKFIELD CORP | $3,773.46万 | 0.02% | 885,994 | 91,204 | 11.5% | $388.44万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $3,773.46万 | 0.02% | 600,009 | 128,526 | 27.3% | $808.30万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $3,767.26万 | 0.02% | 310,241 | 45,737 | 17.3% | $555.38万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $3,755.71万 | 0.02% | 169,880 | 169,880 | — | $3,755.71万 | 新建仓 |
| MMM | 3M CO | $3,741.76万 | 0.02% | 231,101 | 6,006 | 2.7% | $97.24万 | 加仓 |
| EOG | EOG RES INC | $3,715.84万 | 0.02% | 286,428 | 103,125 | 56.3% | $1,337.84万 | 加仓 |
| SONY | SONY GROUP CORP | $3,682.06万 | 0.02% | 1,835,524 | -37,342 | -2.0% | -$74.91万 | 减仓 |