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 |
|---|---|---|---|---|---|---|---|---|
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $52.04万 | 0.00% | 9,852 | 1,500 | 18.0% | $7.92万 | 加仓 |
| ATLC | ATLANTICUS HOLDINGS CORP | $52.03万 | 0.00% | 9,917 | 3,626 | 57.6% | $19.03万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $52.02万 | 0.00% | 4,739 | 490 | 11.5% | $5.38万 | 加仓 |
| BEKE | KE HLDGS INC | $51.92万 | 0.00% | 34,684 | -10,654 | -23.5% | -$15.95万 | 减仓 |
| WLFC | WILLIS LEASE FIN CORP | $51.91万 | 0.00% | 3,049 | 546 | 21.8% | $9.30万 | 加仓 |
| — | GENCOR INDS INC | $51.59万 | 0.00% | 34,394 | 34,394 | — | $51.59万 | 新建仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $51.56万 | 0.00% | 11,762 | 11,762 | — | $51.56万 | 新建仓 |
| VFQY | VANGUARD WELLINGTON FD | $51.54万 | 0.00% | 3,454 | -172 | -4.7% | -$2.57万 | 减仓 |
| MOO | VANECK ETF TRUST | $51.44万 | 0.00% | 6,088 | 3,055 | 100.7% | $25.81万 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $51.43万 | 0.00% | 77,578 | 2,721 | 3.6% | $1.80万 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $51.37万 | 0.00% | 34,638 | 8,456 | 32.3% | $12.54万 | 加仓 |
| AXGN | AXOGEN INC | $51.24万 | 0.00% | 15,465 | -1,733 | -10.1% | -$5.74万 | 减仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $51.21万 | 0.00% | 17,548 | -5,653 | -24.4% | -$16.50万 | 减仓 |
| CRK | COMSTOCK RES INC | $51.12万 | 0.00% | 24,251 | 9,679 | 66.4% | $20.40万 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $51.06万 | 0.00% | 15,754 | 8,030 | 104.0% | $26.03万 | 重新持有 |
| LTM | LATAM AIRLINES GROUP SA | $51.05万 | 0.00% | 10,325 | 10,325 | — | $51.05万 | 新建仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $51.01万 | 0.00% | 16,780 | 1,548 | 10.2% | $4.71万 | 加仓 |
| — | THERMON GROUP HLDGS INC | $50.96万 | 0.00% | 10,111 | 3,674 | 57.1% | $18.52万 | 加仓 |
| ECVT | ECOVYST INC | $50.80万 | 0.00% | 39,503 | 8,090 | 25.8% | $10.40万 | 加仓 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $50.74万 | 0.00% | 9,802 | 9,802 | — | $50.74万 | 新建仓 |
| SDGR | SCHRODINGER INC | $50.56万 | 0.00% | 44,510 | 18,922 | 73.9% | $21.50万 | 重新持有 |
| PYLD | PIMCO ETF TR | $50.55万 | 0.00% | 19,295 | 11,702 | 154.1% | $30.66万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $50.54万 | 0.00% | 13,957 | 27 | 0.2% | $978 | 加仓 |
| — | CALAVO GROWERS INC | $50.52万 | 0.00% | 19,591 | 3,214 | 19.6% | $8.29万 | 加仓 |
| AROW | ARROW FINL CORP | $50.50万 | 0.00% | 15,043 | 15,043 | — | $50.50万 | 新建仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $50.47万 | 0.00% | 6,569 | -133 | -2.0% | -$1.02万 | 减仓 |
| AGNT | EXP WORLD HLDGS INC | $50.28万 | 0.00% | 83,936 | 71,441 | 571.8% | $42.79万 | 加仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $50.14万 | 0.00% | 50,694 | 21,258 | 72.2% | $21.02万 | 加仓 |
| PDM | PIEDMONT REALTY TRUST INC | $50.11万 | 0.00% | 76,271 | -16,688 | -18.0% | -$10.96万 | 减仓 |
| IBMO | ISHARES TR | $50.09万 | 0.00% | 19,542 | 5,251 | 36.7% | $13.46万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $50.08万 | 0.00% | 13,897 | 318 | 2.3% | $1.15万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $50.04万 | 0.00% | 25,324 | 6,822 | 36.9% | $13.48万 | 加仓 |
| AAT | AMERICAN ASSETS TR INC | $50.00万 | 0.00% | 27,159 | 8,420 | 44.9% | $15.50万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $49.91万 | 0.00% | 57,632 | 879 | 1.5% | $7,612 | 加仓 |
| NMAX | NEWSMAX INC | $49.88万 | 0.00% | 95,548 | 35,469 | 59.0% | $18.51万 | 加仓 |
| — | GLOBAL X FDS | $49.86万 | 0.00% | 16,338 | 471 | 3.0% | $1.44万 | 加仓 |
| MXI | ISHARES TR | $49.84万 | 0.00% | 4,692 | -332 | -6.6% | -$3.53万 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD | $49.68万 | 0.00% | 41,091 | -18,505 | -31.1% | -$22.37万 | 减仓 |
| — | MAINSTREET BANCSHARES INC | $49.44万 | 0.00% | 22,270 | 170 | 0.8% | $3,774 | 加仓 |
| CTRI | CENTURI HOLDINGS INC | $49.41万 | 0.00% | 16,915 | 7,259 | 75.2% | $21.20万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $49.23万 | 0.00% | 6,569 | 252 | 4.0% | $1.89万 | 加仓 |
| FULC | FULCRUM THERAPEUTICS INC | $49.16万 | 0.00% | 64,089 | 41,985 | 189.9% | $32.20万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $49.04万 | 0.00% | 15,350 | 67 | 0.4% | $2,141 | 加仓 |
| ACMR | ACM RESH INC | $49.02万 | 0.00% | 12,457 | 3,158 | 34.0% | $12.43万 | 加仓 |
| GRAL | GRAIL INC | $48.99万 | 0.00% | 9,479 | -1,601 | -14.4% | -$8.27万 | 减仓 |
| IXG | ISHARES TR | $48.97万 | 0.00% | 4,295 | 131 | 3.1% | $1.49万 | 加仓 |
| BILI | BILIBILI INC | $48.95万 | 0.00% | 21,696 | 909 | 4.4% | $2.05万 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $48.94万 | 0.00% | 35,208 | 35,208 | — | $48.94万 | 新建仓 |
| IAT | ISHARES TR | $48.83万 | 0.00% | 9,070 | -1,285 | -12.4% | -$6.92万 | 减仓 |
| MLKN | MILLERKNOLL INC | $48.83万 | 0.00% | 33,769 | 1,404 | 4.3% | $2.03万 | 加仓 |
| RGR | STURM RUGER & CO INC | $48.73万 | 0.00% | 12,156 | -18,960 | -60.9% | -$76.01万 | 重新持有 |
| RAPP | RAPPORT THERAPEUTICS INC | $48.56万 | 0.00% | 15,519 | 3,307 | 27.1% | $10.35万 | 加仓 |
| HVT | HAVERTY FURNITURE COS INC | $48.48万 | 0.00% | 22,889 | 1,297 | 6.0% | $2.75万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $48.47万 | 0.00% | 7,370 | 1,056 | 16.7% | $6.95万 | 加仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $48.40万 | 0.00% | 45,278 | -7,831 | -14.7% | -$8.37万 | 减仓 |
| UPWK | UPWORK INC | $48.33万 | 0.00% | 44,094 | -7,605 | -14.7% | -$8.34万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $48.31万 | 0.00% | 4,739 | 1,621 | 52.0% | $16.53万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $48.27万 | 0.00% | 9,249 | 1,012 | 12.3% | $5.28万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $48.27万 | 0.00% | 21,791 | 12,768 | 141.5% | $28.28万 | 加仓 |
| EWG | ISHARES INC | $48.00万 | 0.00% | 12,100 | 12,100 | — | $48.00万 | 新建仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $47.98万 | 0.00% | 7,504 | -113 | -1.5% | -$7,225 | 减仓 |
| EBND | SPDR SERIES TRUST | $47.91万 | 0.00% | 23,210 | -82 | -0.4% | -$1,692 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $47.83万 | 0.00% | 51,101 | 9,791 | 23.7% | $9.16万 | 加仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $47.61万 | 0.00% | 3,663 | -895 | -19.6% | -$11.63万 | 减仓 |
| IBEX | IBEX LTD | $47.61万 | 0.00% | 17,751 | 5,616 | 46.3% | $15.06万 | 加仓 |
| PSEC | PROSPECT CAP CORP | $47.59万 | 0.00% | 182,353 | -13,714 | -7.0% | -$3.58万 | 减仓 |
| ILF | ISHARES TR | $47.59万 | 0.00% | 13,399 | 13,399 | — | $47.59万 | 新建仓 |
| BHVN | BIOHAVEN LTD | $47.47万 | 0.00% | 56,113 | 19,508 | 53.3% | $16.50万 | 加仓 |
| SG | SWEETGREEN INC | $47.47万 | 0.00% | 91,460 | -4,269 | -4.5% | -$2.22万 | 减仓 |
| OGN | ORGANON & CO | $47.35万 | 0.00% | 79,042 | -60,757 | -43.5% | -$36.39万 | 减仓 |
| — | LIFEZONE METALS LIMITED | $47.34万 | 0.00% | 140,894 | -70,657 | -33.4% | -$23.74万 | 减仓 |
| COMT | ISHARES U S ETF TR | $47.33万 | 0.00% | 14,000 | 2,329 | 20.0% | $7.87万 | 加仓 |
| TR | TOOTSIE ROLL INDS INC | $47.24万 | 0.00% | 11,057 | 1,775 | 19.1% | $7.58万 | 加仓 |
| PSIX | POWER SOLUTIONS INTL INC | $47.19万 | 0.00% | 7,751 | -2,907 | -27.3% | -$17.70万 | 减仓 |
| JOET | VIRTUS ETF TR II | $47.12万 | 0.00% | 11,771 | -295 | -2.4% | -$1.18万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $47.04万 | 0.00% | 9,328 | 9,328 | — | $47.04万 | 新建仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $47.01万 | 0.00% | 8,096 | 2,569 | 46.5% | $14.92万 | 加仓 |
| TEM | TEMPUS AI INC | $46.86万 | 0.00% | 10,362 | 2,022 | 24.2% | $9.14万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $46.84万 | 0.00% | 12,509 | 515 | 4.3% | $1.93万 | 加仓 |
| — | INVESCO CURRENCYSHARES SWISS | $46.78万 | 0.00% | 4,237 | 144 | 3.5% | $1.59万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $46.78万 | 0.00% | 6,247 | 2,965 | 90.3% | $22.20万 | 加仓 |
| CLDT | CHATHAM LODGING TR | $46.76万 | 0.00% | 59,413 | 21,479 | 56.6% | $16.90万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $46.65万 | 0.00% | 17,750 | 17,750 | — | $46.65万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $46.45万 | 0.00% | 6,753 | 3,043 | 82.0% | $20.93万 | 加仓 |
| AZTA | AZENTA INC | $46.39万 | 0.00% | 21,954 | 13,249 | 152.2% | $28.00万 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $46.29万 | 0.00% | 12,430 | 12,430 | — | $46.29万 | 新建仓 |
| DEA | EASTERLY GOVT PPTYS INC | $46.18万 | 0.00% | 21,549 | 3,472 | 19.2% | $7.44万 | 加仓 |
| DGT | SPDR SERIES TRUST | $46.17万 | 0.00% | 2,723 | 2,723 | — | $46.17万 | 新建仓 |
| ARHS | ARHAUS INC | $46.04万 | 0.00% | 67,906 | 34,474 | 103.1% | $23.37万 | 加仓 |
| DXYZ | DESTINY TECH100 INC | $45.95万 | 0.00% | 17,157 | 5,445 | 46.5% | $14.58万 | 加仓 |
| FAS | DIREXION SHARES ETF TRUST | $45.91万 | 0.00% | 3,874 | 1,635 | 73.0% | $19.37万 | 加仓 |
| — | FIDELITY ETHEREUM FD | $45.89万 | 0.00% | 21,976 | 7,916 | 56.3% | $16.53万 | 加仓 |
| SLM | SLM CORP | $45.88万 | 0.00% | 21,430 | 2,952 | 16.0% | $6.32万 | 加仓 |
| DX | DYNEX CAP INC | $45.87万 | 0.00% | 35,948 | 2,510 | 7.5% | $3.20万 | 加仓 |
| AORT | ARTIVION INC | $45.70万 | 0.00% | 12,480 | 847 | 7.3% | $3.10万 | 加仓 |
| — | SEALED AIR CORP NEW | $45.47万 | 0.00% | 10,812 | 10,812 | — | $45.47万 | 新建仓 |
| GSHD | GOOSEHEAD INS INC | $45.35万 | 0.00% | 10,630 | -1,867 | -14.9% | -$7.96万 | 减仓 |
| ITM | VANECK ETF TRUST | $45.33万 | 0.00% | 9,763 | -594 | -5.7% | -$2.76万 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $45.30万 | 0.00% | 9,934 | 1,146 | 13.0% | $5.23万 | 加仓 |
| USD | PROSHARES TR | $45.26万 | 0.00% | 9,439 | 9,439 | — | $45.26万 | 新建仓 |