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 |
|---|---|---|---|---|---|---|---|---|
| UTI | UNIVERSAL TECHNICAL INST INC | $58.31万 | 0.00% | 16,153 | 8,340 | 106.7% | $30.11万 | 重新持有 |
| INSP | INSPIRE MED SYS INC | $58.31万 | 0.00% | 11,304 | 3,133 | 38.3% | $16.16万 | 加仓 |
| GCMG | GCM GROSVENOR INC | $58.13万 | 0.00% | 59,316 | 13,979 | 30.8% | $13.70万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $58.07万 | 0.00% | 66,523 | 19,089 | 40.2% | $16.66万 | 加仓 |
| ARKO | ARKO CORP | $58.07万 | 0.00% | 104,437 | -5,827 | -5.3% | -$3.24万 | 减仓 |
| CUBI | CUSTOMERS BANCORP INC | $58.01万 | 0.00% | 8,358 | -4,341 | -34.2% | -$30.13万 | 减仓 |
| PKE | PARK AEROSPACE CORP | $57.97万 | 0.00% | 21,174 | 21,174 | — | $57.97万 | 新建仓 |
| KRT | KARAT PACKAGING INC | $57.97万 | 0.00% | 20,762 | 5,267 | 34.0% | $14.71万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $57.94万 | 0.00% | 7,284 | 3,267 | 81.3% | $25.99万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $57.92万 | 0.00% | 136,271 | 49,470 | 57.0% | $21.02万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $57.91万 | 0.00% | 30,768 | -4,025 | -11.6% | -$7.58万 | 减仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $57.74万 | 0.00% | 60,207 | 134 | 0.2% | $1,285 | 加仓 |
| LXU | LSB INDS INC | $57.73万 | 0.00% | 38,748 | 10,207 | 35.8% | $15.21万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $57.73万 | 0.00% | 6,190 | -80 | -1.3% | -$7,462 | 减仓 |
| SDOG | ALPS ETF TR | $57.64万 | 0.00% | 8,863 | 229 | 2.7% | $1.49万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $57.61万 | 0.00% | 6,104 | -88 | -1.4% | -$8,306 | 减仓 |
| INVX | INNOVEX INTERNATIONAL INC | $57.54万 | 0.00% | 23,590 | 822 | 3.6% | $2.00万 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $57.27万 | 0.00% | 38,644 | 13,802 | 55.6% | $20.45万 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $57.26万 | 0.00% | 18,711 | 820 | 4.6% | $2.51万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $57.22万 | 0.00% | 54,863 | 0 | 0.0% | — | 不变 |
| — | WEAVE COMMUNICATIONS INC | $57.19万 | 0.00% | 123,785 | 69,119 | 126.4% | $31.93万 | 加仓 |
| VOXR | VOX ROYALTY CORP | $57.17万 | 0.00% | 109,095 | 43,103 | 65.3% | $22.59万 | 加仓 |
| GEO | GEO GROUP INC | $57.16万 | 0.00% | 34,002 | -45,533 | -57.2% | -$76.54万 | 减仓 |
| HNRG | HALLADOR ENERGY COMPANY | $57.13万 | 0.00% | 35,092 | -3,075 | -8.1% | -$5.01万 | 减仓 |
| SKT | TANGER INC | $57.13万 | 0.00% | 16,812 | 1,993 | 13.4% | $6.77万 | 加仓 |
| RING | ISHARES INC | $57.04万 | 0.00% | 7,222 | 1,461 | 25.4% | $11.54万 | 加仓 |
| ACRS | ACLARIS THERAPEUTICS INC | $57.03万 | 0.00% | 152,088 | 100,917 | 197.2% | $37.84万 | 加仓 |
| LMB | LIMBACH HLDGS INC | $56.98万 | 0.00% | 7,300 | 3,015 | 70.4% | $23.53万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $56.88万 | 0.00% | 20,576 | 20,576 | — | $56.88万 | 新建仓 |
| EEMX | SPDR INDEX SHS FDS | $56.87万 | 0.00% | 12,868 | -714 | -5.3% | -$3.16万 | 减仓 |
| EGBN | EAGLE BANCORPORATION INC | $56.87万 | 0.00% | 22,866 | -6,069 | -21.0% | -$15.09万 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $56.83万 | 0.00% | 9,460 | -321 | -3.3% | -$1.93万 | 减仓 |
| — | ZACKS TRUST | $56.76万 | 0.00% | 21,054 | -2,463 | -10.5% | -$6.64万 | 减仓 |
| FWRD | FORWARD AIR CORP | $56.64万 | 0.00% | 33,895 | 12,033 | 55.0% | $20.11万 | 加仓 |
| KOMP | SPDR SERIES TRUST | $56.62万 | 0.00% | 9,683 | 805 | 9.1% | $4.71万 | 加仓 |
| — | DIGITALBRIDGE GROUP INC | $56.59万 | 0.00% | 36,701 | -17,620 | -32.4% | -$27.17万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $56.57万 | 0.00% | 6,252 | 7 | 0.1% | $633 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $56.54万 | 0.00% | 37,616 | -3,468 | -8.4% | -$5.21万 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $56.53万 | 0.00% | 7,919 | -1,296 | -14.1% | -$9.25万 | 减仓 |
| CRSR | CORSAIR GAMING INC | $56.51万 | 0.00% | 101,817 | 63,129 | 163.2% | $35.04万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $56.51万 | 0.00% | 50,139 | 24,424 | 95.0% | $27.53万 | 加仓 |
| NTST | NETSTREIT CORP | $56.45万 | 0.00% | 29,978 | 6,200 | 26.1% | $11.67万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $56.37万 | 0.00% | 49,887 | -3,282 | -6.2% | -$3.71万 | 减仓 |
| CMPX | COMPASS THERAPEUTICS INC | $56.17万 | 0.00% | 106,191 | -1,953 | -1.8% | -$1.03万 | 减仓 |
| IQQQ | PROSHARES TR | $56.05万 | 0.00% | 13,443 | -25 | -0.2% | -$1,042 | 减仓 |
| PKBK | PARKE BANCORP INC | $55.93万 | 0.00% | 19,693 | 19,693 | — | $55.93万 | 新建仓 |
| SFD | SMITHFIELD FOODS INC | $55.81万 | 0.00% | 19,954 | 19,954 | — | $55.81万 | 新建仓 |
| IMNM | IMMUNOME INC | $55.81万 | 0.00% | 25,518 | 4,637 | 22.2% | $10.14万 | 加仓 |
| OMDA | OMADA HEALTH INC | $55.72万 | 0.00% | 44,330 | 44,330 | — | $55.72万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $55.69万 | 0.00% | 46,218 | -370 | -0.8% | -$4,459 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $55.63万 | 0.00% | 6,429 | 1,755 | 37.5% | $15.18万 | 加仓 |
| CCB | COASTAL FINL CORP WA | $55.37万 | 0.00% | 7,276 | -4,818 | -39.8% | -$36.67万 | 减仓 |
| MC | MOELIS & CO | $55.36万 | 0.00% | 9,712 | 2,063 | 27.0% | $11.76万 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $55.31万 | 0.00% | 16,065 | 16,065 | — | $55.31万 | 新建仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $55.12万 | 0.00% | 28,782 | 4,511 | 18.6% | $8.64万 | 加仓 |
| TRIP | TRIPADVISOR INC | $55.11万 | 0.00% | 51,702 | 15,424 | 42.5% | $16.44万 | 加仓 |
| INR | INFINITY NAT RES INC | $55.00万 | 0.00% | 31,231 | 31,231 | — | $55.00万 | 新建仓 |
| SWBI | SMITH & WESSON BRANDS INC | $54.98万 | 0.00% | 38,365 | 5,478 | 16.7% | $7.85万 | 加仓 |
| EZM | WISDOMTREE TR | $54.97万 | 0.00% | 8,178 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $54.96万 | 0.00% | 8,853 | 1,194 | 15.6% | $7.41万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $54.95万 | 0.00% | 10,755 | 465 | 4.5% | $2.38万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $54.86万 | 0.00% | 20,703 | 2,544 | 14.0% | $6.74万 | 加仓 |
| MTUS | METALLUS INC | $54.81万 | 0.00% | 33,544 | -7,675 | -18.6% | -$12.54万 | 减仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $54.76万 | 0.00% | 4,393 | 1,430 | 48.3% | $17.82万 | 加仓 |
| QGRW | WISDOMTREE TR | $54.73万 | 0.00% | 10,243 | 4,835 | 89.4% | $25.83万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $54.72万 | 0.00% | 45,865 | 5,643 | 14.0% | $6.73万 | 加仓 |
| NVAX | NOVAVAX INC | $54.70万 | 0.00% | 67,202 | 4,473 | 7.1% | $3.64万 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC | $54.62万 | 0.00% | 7,966 | 4,966 | 165.5% | $34.05万 | 重新持有 |
| DHT | DHT HOLDINGS INC | $54.61万 | 0.00% | 29,892 | 314 | 1.1% | $5,737 | 加仓 |
| IDU | ISHARES TR | $54.59万 | 0.00% | 4,702 | -200 | -4.1% | -$2.32万 | 减仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $54.56万 | 0.00% | 20,879 | 7,696 | 58.4% | $20.11万 | 加仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $54.53万 | 0.00% | 4,384 | 14 | 0.3% | $1,741 | 加仓 |
| IBDX | ISHARES TR | $54.43万 | 0.00% | 21,538 | 21,538 | — | $54.43万 | 新建仓 |
| KVYO | KLAVIYO INC | $54.40万 | 0.00% | 27,956 | 12,403 | 79.7% | $24.14万 | 加仓 |
| — | ISHARES TR | $54.30万 | 0.00% | 6,468 | -290 | -4.3% | -$2.43万 | 减仓 |
| DYN | DYNE THERAPEUTICS INC | $54.29万 | 0.00% | 29,945 | 10,174 | 51.5% | $18.45万 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $54.26万 | 0.00% | 5,048 | 255 | 5.3% | $2.74万 | 加仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $54.18万 | 0.00% | 41,169 | -541 | -1.3% | -$7,120 | 减仓 |
| FDUS | FIDUS INVT CORP | $54.14万 | 0.00% | 31,079 | 2,363 | 8.2% | $4.12万 | 加仓 |
| SOC | SABLE OFFSHORE CORP | $53.92万 | 0.00% | 32,638 | 9,574 | 41.5% | $15.82万 | 加仓 |
| HPK | HIGHPEAK ENERGY INC | $53.82万 | 0.00% | 78,007 | 51,100 | 189.9% | $35.26万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $53.76万 | 0.00% | 4,504 | 1 | 0.0% | $119 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $53.59万 | 0.00% | 13,672 | 13,672 | — | $53.59万 | 新建仓 |
| — | FLUSHING FINL CORP | $53.58万 | 0.00% | 34,881 | -4,947 | -12.4% | -$7.60万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $53.56万 | 0.00% | 18,452 | 4,131 | 28.8% | $11.99万 | 加仓 |
| MDXG | MIMEDX GROUP INC | $53.46万 | 0.00% | 135,348 | 122,015 | 915.1% | $48.20万 | 加仓 |
| RC | READY CAPITAL CORP | $53.25万 | 0.00% | 328,679 | -28,939 | -8.1% | -$4.69万 | 减仓 |
| IGE | ISHARES TR | $53.21万 | 0.00% | 8,453 | 100 | 1.2% | $6,294 | 加仓 |
| BLMN | BLOOMIN BRANDS INC | $53.10万 | 0.00% | 98,342 | 53,768 | 120.6% | $29.03万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $53.08万 | 0.00% | 10,441 | 102 | 1.0% | $5,185 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $53.06万 | 0.00% | 15,628 | 15,628 | — | $53.06万 | 新建仓 |
| CDNA | CAREDX INC | $52.94万 | 0.00% | 30,497 | 917 | 3.1% | $1.59万 | 加仓 |
| FROG | JFROG LTD | $52.91万 | 0.00% | 11,275 | 6,779 | 150.8% | $31.81万 | 加仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $52.88万 | 0.00% | 15,918 | 2,199 | 16.0% | $7.31万 | 加仓 |
| ARKX | ARK ETF TR | $52.68万 | 0.00% | 17,949 | 222 | 1.3% | $6,516 | 加仓 |
| WING | WINGSTOP INC | $52.58万 | 0.00% | 3,393 | -591 | -14.8% | -$9.16万 | 减仓 |
| — | NSTS BANCORP INC | $52.47万 | 0.00% | 45,000 | 0 | 0.0% | — | 不变 |
| TECL | DIREXION SHARES ETF TRUST | $52.47万 | 0.00% | 6,062 | -11,698 | -65.9% | -$101.25万 | 减仓 |
| OI | O-I GLASS INC | $52.43万 | 0.00% | 49,883 | -4,411 | -8.1% | -$4.64万 | 减仓 |
| BITO | PROSHARES TR | $52.29万 | 0.00% | 56,170 | -3,511 | -5.9% | -$3.27万 | 减仓 |