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 |
|---|---|---|---|---|---|---|---|---|
| AMN | AMN HEALTHCARE SVCS INC | $45.25万 | 0.00% | 24,672 | 7,439 | 43.2% | $13.64万 | 加仓 |
| IETC | ISHARES U S ETF TR | $45.20万 | 0.00% | 5,114 | -450 | -8.1% | -$3.98万 | 减仓 |
| ARKW | ARK ETF TR | $45.19万 | 0.00% | 3,747 | 1,040 | 38.4% | $12.54万 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $45.11万 | 0.00% | 13,333 | 2,963 | 28.6% | $10.02万 | 加仓 |
| — | AUDIOEYE INC | $45.06万 | 0.00% | 70,732 | 577 | 0.8% | $3,675 | 加仓 |
| CERT | CERTARA INC | $44.98万 | 0.00% | 78,917 | 68,270 | 641.2% | $38.91万 | 加仓 |
| NEO | NEOGENOMICS INC | $44.96万 | 0.00% | 60,598 | 6,632 | 12.3% | $4.92万 | 加仓 |
| DC | DAKOTA GOLD CORP | $44.96万 | 0.00% | 89,022 | 48,062 | 117.3% | $24.27万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $44.82万 | 0.00% | 12,387 | -171 | -1.4% | -$6,187 | 减仓 |
| IBDZ | ISHARES TR | $44.81万 | 0.00% | 17,194 | 17,194 | — | $44.81万 | 新建仓 |
| HOG | HARLEY DAVIDSON INC | $44.73万 | 0.00% | 22,119 | 11,079 | 100.4% | $22.40万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $44.67万 | 0.00% | 35,203 | -10,045 | -22.2% | -$12.75万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $44.66万 | 0.00% | 5,285 | -283 | -5.1% | -$2.39万 | 减仓 |
| INBX | INHIBRX BIOSCIENCES INC | $44.49万 | 0.00% | 6,618 | 910 | 15.9% | $6.12万 | 加仓 |
| — | FIFTH DIST BANCORP INC | $44.46万 | 0.00% | 30,000 | -10,000 | -25.0% | -$14.82万 | 减仓 |
| — | WELLS FARGO & CO | $44.35万 | 0.00% | 384 | 9 | 2.4% | $1.04万 | 加仓 |
| EMBC | EMBECTA CORP | $44.33万 | 0.00% | 50,147 | 3,787 | 8.2% | $3.35万 | 加仓 |
| CEVA | CEVA INC | $44.33万 | 0.00% | 23,731 | 12,284 | 107.3% | $22.95万 | 加仓 |
| BIOA | BIOAGE LABS INC | $44.29万 | 0.00% | 25,321 | 25,321 | — | $44.29万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $44.29万 | 0.00% | 125,812 | 35,527 | 39.3% | $12.51万 | 加仓 |
| RDVT | RED VIOLET INC | $44.24万 | 0.00% | 12,787 | 1,073 | 9.2% | $3.71万 | 加仓 |
| STAA | STAAR SURGICAL CO | $44.07万 | 0.00% | 23,565 | 4,592 | 24.2% | $8.59万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $44.01万 | 0.00% | 5,965 | 564 | 10.4% | $4.16万 | 加仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $43.98万 | 0.00% | 33,520 | -1,266 | -3.6% | -$1.66万 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC | $43.89万 | 0.00% | 23,296 | -1,280 | -5.2% | -$2.41万 | 减仓 |
| NGVT | INGEVITY CORP | $43.88万 | 0.00% | 6,160 | 2,590 | 72.5% | $18.45万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $43.86万 | 0.00% | 11,253 | 11,253 | — | $43.86万 | 新建仓 |
| MAMA | MAMAS CREATIONS INC | $43.84万 | 0.00% | 28,582 | 2,804 | 10.9% | $4.30万 | 加仓 |
| CBL | CBL & ASSOC PPTYS INC | $43.76万 | 0.00% | 11,386 | -290 | -2.5% | -$1.11万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $43.62万 | 0.00% | 9,990 | 983 | 10.9% | $4.29万 | 加仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $43.58万 | 0.00% | 70,979 | -576 | -0.8% | -$3,537 | 减仓 |
| AEHR | AEHR TEST SYS | $43.57万 | 0.00% | 11,749 | 4,928 | 72.2% | $18.27万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $43.55万 | 0.00% | 15,976 | 15,976 | — | $43.55万 | 新建仓 |
| AKR | ACADIA RLTY TR | $43.53万 | 0.00% | 22,768 | 10,653 | 87.9% | $20.37万 | 加仓 |
| NUVB | NUVATION BIO INC | $43.51万 | 0.00% | 101,424 | -6,290 | -5.8% | -$2.70万 | 减仓 |
| IBDY | ISHARES TR | $43.45万 | 0.00% | 16,809 | 16,809 | — | $43.45万 | 新建仓 |
| SSUS | STRATEGY SHS | $43.39万 | 0.00% | 9,295 | 0 | 0.0% | — | 不变 |
| BCAX | BICARA THERAPEUTICS INC | $43.39万 | 0.00% | 21,816 | -18 | -0.1% | -$358 | 减仓 |
| — | SP FUNDS TRUST | $43.38万 | 0.00% | 15,384 | 37 | 0.2% | $1,043 | 加仓 |
| GSAT | GLOBALSTAR INC | $43.33万 | 0.00% | 6,523 | 1,657 | 34.1% | $11.01万 | 加仓 |
| CBNK | CAPITAL BANCORP INC MD | $43.30万 | 0.00% | 14,561 | 3,239 | 28.6% | $9.63万 | 加仓 |
| KODK | EASTMAN KODAK CO | $43.30万 | 0.00% | 47,849 | 902 | 1.9% | $8,163 | 加仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $43.21万 | 0.00% | 327,360 | -192,366 | -37.0% | -$25.39万 | 减仓 |
| AX | AXOS FINANCIAL INC | $43.10万 | 0.00% | 5,065 | 268 | 5.6% | $2.28万 | 加仓 |
| FSBW | FS BANCORP INC | $43.04万 | 0.00% | 11,153 | -128 | -1.1% | -$4,940 | 减仓 |
| LZ | LEGALZOOM COM INC | $43.02万 | 0.00% | 75,877 | 28,468 | 60.0% | $16.14万 | 加仓 |
| BLBD | BLUE BIRD CORP | $42.96万 | 0.00% | 7,564 | -31,380 | -80.6% | -$178.22万 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $42.89万 | 0.00% | 46,213 | 5,401 | 13.2% | $5.01万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $42.78万 | 0.00% | 4,676 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $42.70万 | 0.00% | 29,205 | 10,459 | 55.8% | $15.29万 | 加仓 |
| HY | HYSTER-YALE INC | $42.69万 | 0.00% | 13,131 | 4,887 | 59.3% | $15.89万 | 加仓 |
| FVRR | FIVERR INTL LTD | $42.65万 | 0.00% | 42,561 | 23,477 | 123.0% | $23.52万 | 加仓 |
| EYPT | EYEPOINT INC | $42.64万 | 0.00% | 33,080 | 1,862 | 6.0% | $2.40万 | 加仓 |
| ICVT | ISHARES TR | $42.60万 | 0.00% | 4,185 | 2,110 | 101.7% | $21.48万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $42.55万 | 0.00% | 17,524 | 517 | 3.0% | $1.26万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $42.53万 | 0.00% | 8,414 | 0 | 0.0% | — | 不变 |
| JETS | ETF SER SOLUTIONS | $42.36万 | 0.00% | 17,197 | 2,192 | 14.6% | $5.40万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $42.28万 | 0.00% | 5,583 | -3,042 | -35.3% | -$23.04万 | 减仓 |
| HAUZ | DBX ETF TR | $42.24万 | 0.00% | 18,694 | 4,866 | 35.2% | $11.00万 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $42.13万 | 0.00% | 36,860 | 769 | 2.1% | $8,790 | 加仓 |
| ORN | ORION GROUP HLDGS INC | $42.05万 | 0.00% | 38,581 | 2,867 | 8.0% | $3.13万 | 加仓 |
| CTRN | CITI TRENDS INC | $41.75万 | 0.00% | 9,638 | 3,059 | 46.5% | $13.25万 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $41.72万 | 0.00% | 13,377 | 3,300 | 32.7% | $10.29万 | 加仓 |
| COFS | CHOICEONE FINANCIA | $41.71万 | 0.00% | 14,832 | 5,020 | 51.2% | $14.12万 | 加仓 |
| ATHM | AUTOHOME INC | $41.57万 | 0.00% | 23,932 | -37,371 | -61.0% | -$64.91万 | 减仓 |
| EIS | ISHARES INC | $41.52万 | 0.00% | 3,578 | 570 | 18.9% | $6.61万 | 加仓 |
| COCO | VITA COCO CO INC | $41.50万 | 0.00% | 8,662 | 3,505 | 68.0% | $16.79万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $41.49万 | 0.00% | 9,761 | 9,761 | — | $41.49万 | 新建仓 |
| LI | LI AUTO INC | $41.48万 | 0.00% | 23,266 | 12,013 | 106.8% | $21.42万 | 加仓 |
| NRC | NATIONAL RESH CORP | $41.44万 | 0.00% | 24,408 | -20,694 | -45.9% | -$35.14万 | 减仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $41.38万 | 0.00% | 20,226 | -1,988 | -8.9% | -$4.07万 | 减仓 |
| — | DEUTSCHE BK AG LONDON BRH | $41.30万 | 0.00% | 2,257 | 2,257 | — | $41.30万 | 新建仓 |
| AUSF | GLOBAL X FDS | $41.29万 | 0.00% | 8,539 | 526 | 6.6% | $2.54万 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $41.25万 | 0.00% | 8,877 | -126 | -1.4% | -$5,855 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $41.11万 | 0.00% | 13,342 | 0 | 0.0% | — | 不变 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $40.79万 | 0.00% | 24,455 | 2,987 | 13.9% | $4.98万 | 加仓 |
| — | ISHARES TR | $40.76万 | 0.00% | 15,530 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $40.75万 | 0.00% | 4,232 | -260 | -5.8% | -$2.50万 | 减仓 |
| JOYY | JOYY INC | $40.69万 | 0.00% | 6,969 | -108 | -1.5% | -$6,306 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $40.66万 | 0.00% | 23,767 | -10,368 | -30.4% | -$17.74万 | 减仓 |
| SNAP | SNAP INC | $40.65万 | 0.00% | 88,374 | 30,276 | 52.1% | $13.93万 | 加仓 |
| NTGR | NETGEAR INC | $40.64万 | 0.00% | 18,607 | -6,570 | -26.1% | -$14.35万 | 减仓 |
| — | WISDOMTREE TR | $40.58万 | 0.00% | 3,507 | 0 | 0.0% | — | 不变 |
| OUSA | ALPS ETF TR | $40.49万 | 0.00% | 7,273 | 95 | 1.3% | $5,289 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $40.43万 | 0.00% | 10,325 | -511 | -4.7% | -$2.00万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $40.40万 | 0.00% | 5,207 | 1,574 | 43.3% | $12.21万 | 加仓 |
| PDLB | PONCE FINANCIAL GROUP INC | $40.37万 | 0.00% | 24,161 | 7,329 | 43.5% | $12.25万 | 加仓 |
| STC | STEWART INFORMATION SVCS COR | $40.33万 | 0.00% | 6,549 | 957 | 17.1% | $5.89万 | 加仓 |
| NRIM | NORTHRIM BANCORP INC | $40.32万 | 0.00% | 17,620 | 3,438 | 24.2% | $7.87万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $40.31万 | 0.00% | 8,687 | 8,687 | — | $40.31万 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $40.25万 | 0.00% | 29,250 | 1,648 | 6.0% | $2.27万 | 加仓 |
| EWI | ISHARES INC | $40.16万 | 0.00% | 7,517 | 380 | 5.3% | $2.03万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $40.12万 | 0.00% | 15,709 | 0 | 0.0% | — | 不变 |
| RDW | REDWIRE CORPORATION | $40.10万 | 0.00% | 47,180 | 22,413 | 90.5% | $19.05万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $40.09万 | 0.00% | 16,824 | 16,824 | — | $40.09万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $40.04万 | 0.00% | 4,771 | 4,771 | — | $40.04万 | 新建仓 |
| AIP | ARTERIS INC | $40.03万 | 0.00% | 24,348 | 10,967 | 82.0% | $18.03万 | 加仓 |
| — | ISHARES TR | $39.97万 | 0.00% | 15,700 | -1,422 | -8.3% | -$3.62万 | 减仓 |
| KRUS | KURA SUSHI USA INC | $39.85万 | 0.00% | 5,710 | 982 | 20.8% | $6.85万 | 加仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $39.85万 | 0.00% | 71,409 | 47,513 | 198.8% | $26.51万 | 加仓 |