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 |
|---|---|---|---|---|---|---|---|---|
| TR | TOOTSIE ROLL INDS INC | $56.60万 | 0.00% | 14,311 | 3,254 | 29.4% | $12.87万 | 加仓 |
| — | LIFEZONE METALS LIMITED | $56.45万 | 0.00% | 145,484 | 4,590 | 3.3% | $1.78万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $56.29万 | 0.00% | 13,006 | 1,753 | 15.6% | $7.59万 | 加仓 |
| — | MAINSTREET BANCSHARES INC | $56.28万 | 0.00% | 22,793 | 523 | 2.3% | $1.29万 | 加仓 |
| IBDX | ISHARES TR | $56.27万 | 0.00% | 22,338 | 800 | 3.7% | $2.02万 | 加仓 |
| CASK | MGP INGREDIENTS INC NEW | $56.00万 | 0.00% | 31,966 | -7,947 | -19.9% | -$13.92万 | 减仓 |
| COTY | COTY INC | $55.97万 | 0.00% | 259,104 | -220,151 | -45.9% | -$47.55万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $55.94万 | 0.00% | 6,781 | 1,198 | 21.5% | $9.88万 | 加仓 |
| ARKW | ARK ETF TR | $55.91万 | 0.00% | 3,859 | 112 | 3.0% | $1.62万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $55.90万 | 0.00% | 9,936 | 9,936 | — | $55.90万 | 新建仓 |
| HNST | HONEST CO INC | $55.86万 | 0.00% | 152,617 | 53,218 | 53.5% | $19.48万 | 加仓 |
| NEXT | NEXTDECADE CORP | $55.85万 | 0.00% | 74,077 | 30,152 | 68.6% | $22.73万 | 加仓 |
| HLF | HERBALIFE LTD | $55.79万 | 0.00% | 42,428 | -7,018 | -14.2% | -$9.23万 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD | $55.55万 | 0.00% | 48,855 | 7,764 | 18.9% | $8.83万 | 加仓 |
| EWT | ISHARES INC | $55.29万 | 0.00% | 5,091 | 300 | 6.3% | $3.26万 | 加仓 |
| — | EVOLUTION METALS & TECH CORP | $55.19万 | 0.00% | 83,500 | 83,500 | — | $55.19万 | 新建仓 |
| IETC | ISHARES U S ETF TR | $55.10万 | 0.00% | 5,133 | 19 | 0.4% | $2,040 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $55.08万 | 0.00% | 14,251 | -10,406 | -42.2% | -$40.22万 | 减仓 |
| AGNT | AGNT INC | $55.07万 | 0.00% | 101,801 | 17,865 | 21.3% | $9.66万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $55.00万 | 0.00% | 22,726 | -1,139 | -4.8% | -$2.76万 | 减仓 |
| IRMD | IRADIMED CORP | $54.91万 | 0.00% | 5,746 | -1,320 | -18.7% | -$12.61万 | 减仓 |
| TEM | TEMPUS AI INC | $54.90万 | 0.00% | 9,478 | -884 | -8.5% | -$5.12万 | 减仓 |
| XYLD | GLOBAL X FDS | $54.62万 | 0.00% | 13,390 | 5,290 | 65.3% | $21.58万 | 加仓 |
| TH | TARGET HOSPITALITY CORP | $54.51万 | 0.00% | 26,774 | 14,995 | 127.3% | $30.53万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $54.37万 | 0.00% | 11,830 | 1,896 | 19.1% | $8.71万 | 加仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $54.26万 | 0.00% | 322,990 | -4,370 | -1.3% | -$7,342 | 减仓 |
| SMIN | ISHARES TR | $53.99万 | 0.00% | 7,634 | 2,135 | 38.8% | $15.10万 | 加仓 |
| UMAC | UNUSUAL MACHS INC | $53.77万 | 0.00% | 24,112 | 24,112 | — | $53.77万 | 新建仓 |
| KODK | EASTMAN KODAK CO | $53.51万 | 0.00% | 57,849 | 10,000 | 20.9% | $9.25万 | 加仓 |
| — | WISDOMTREE TR | $53.35万 | 0.00% | 12,111 | 12,111 | — | $53.35万 | 新建仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $53.27万 | 0.00% | 54,863 | 0 | 0.0% | — | 不变 |
| AQST | AQUESTIVE THERAPEUTICS INC | $53.18万 | 0.00% | 127,826 | -55,362 | -30.2% | -$23.03万 | 减仓 |
| — | BLACKROCK ENERGY & RES TR | $53.13万 | 0.00% | 35,850 | -504 | -1.4% | -$7,469 | 减仓 |
| QFIN | QFIN HOLDINGS INC | $53.06万 | 0.00% | 33,561 | -31,255 | -48.2% | -$49.41万 | 减仓 |
| AZTA | AZENTA INC | $53.02万 | 0.00% | 20,777 | -1,177 | -5.4% | -$3.00万 | 减仓 |
| XPEV | XPENG INC | $52.89万 | 0.00% | 39,946 | -3,070 | -7.1% | -$4.06万 | 减仓 |
| EYE | NATIONAL VISION HLDGS INC | $52.84万 | 0.00% | 27,798 | -4,638 | -14.3% | -$8.82万 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $52.81万 | 0.00% | 23,598 | -551 | -2.3% | -$1.23万 | 减仓 |
| IRD | OPUS GENETICS INC | $52.76万 | 0.00% | 128,366 | 0 | 0.0% | — | 不变 |
| PDLB | PONCE FINANCIAL GROUP INC | $52.71万 | 0.00% | 26,433 | 2,272 | 9.4% | $4.53万 | 加仓 |
| BB | BLACKBERRY LTD | $52.60万 | 0.00% | 41,582 | 7,980 | 23.7% | $10.09万 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $52.56万 | 0.00% | 37,923 | 587 | 1.6% | $8,136 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $52.52万 | 0.00% | 13,921 | -2,144 | -13.3% | -$8.09万 | 减仓 |
| IAT | ISHARES TR | $52.45万 | 0.00% | 8,431 | -639 | -7.0% | -$3.98万 | 减仓 |
| NULV | NUSHARES ETF TR | $52.21万 | 0.00% | 10,444 | 3,002 | 40.3% | $15.01万 | 加仓 |
| TRNS | TRANSCAT INC | $52.20万 | 0.00% | 5,627 | 349 | 6.6% | $3.24万 | 加仓 |
| FSUN | FIRSTSUN CAP BANCORP | $52.17万 | 0.00% | 13,454 | 13,454 | — | $52.17万 | 新建仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $52.14万 | 0.00% | 9,036 | 835 | 10.2% | $4.82万 | 加仓 |
| — | ISHARES TR | $52.06万 | 0.00% | 10,816 | 0 | 0.0% | — | 不变 |
| SRTA | STRATA CRITICAL MEDICAL INC | $52.03万 | 0.00% | 98,725 | 38,403 | 63.7% | $20.24万 | 加仓 |
| ARDT | ARDENT HEALTH INC | $51.84万 | 0.00% | 52,681 | 25,105 | 91.0% | $24.70万 | 加仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $51.71万 | 0.00% | 98,686 | 36,027 | 57.5% | $18.88万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $51.71万 | 0.00% | 15,911 | 5,369 | 50.9% | $17.45万 | 加仓 |
| ECVT | ECOVYST INC | $51.64万 | 0.00% | 41,481 | 1,978 | 5.0% | $2.46万 | 加仓 |
| — | PROSHARES TR | $51.58万 | 0.00% | 7,871 | 850 | 12.1% | $5.57万 | 加仓 |
| KWEB | KRANESHARES TRUST | $51.45万 | 0.00% | 21,027 | 10,480 | 99.4% | $25.64万 | 加仓 |
| PACK | RANPAK HOLDINGS CORP | $51.44万 | 0.00% | 70,375 | 37,701 | 115.4% | $27.56万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $51.37万 | 0.00% | 12,923 | 536 | 4.3% | $2.13万 | 加仓 |
| CTEV | CLARITEV CORPORATION | $51.26万 | 0.00% | 15,029 | 15,029 | — | $51.26万 | 新建仓 |
| — | GENCOR INDS INC | $51.24万 | 0.00% | 34,343 | -51 | -0.1% | -$761 | 减仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $51.22万 | 0.00% | 89,230 | 89,230 | — | $51.22万 | 新建仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $51.19万 | 0.00% | 23,415 | -8,487 | -26.6% | -$18.55万 | 减仓 |
| WNC | WABASH NATL CORP | $51.17万 | 0.00% | 37,904 | -42,132 | -52.6% | -$56.88万 | 减仓 |
| MAMA | MAMAS CREATIONS INC | $51.17万 | 0.00% | 28,666 | 84 | 0.3% | $1,499 | 加仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $51.10万 | 0.00% | 44,782 | -496 | -1.1% | -$5,659 | 减仓 |
| SABR | SABRE CORP | $51.08万 | 0.00% | 244,383 | 18,250 | 8.1% | $3.81万 | 加仓 |
| ICVT | ISHARES TR | $51.01万 | 0.00% | 4,190 | 5 | 0.1% | $609 | 加仓 |
| JETS | ETF SER SOLUTIONS | $50.98万 | 0.00% | 15,346 | -1,851 | -10.8% | -$6.15万 | 减仓 |
| IGE | ISHARES TR | $50.94万 | 0.00% | 9,067 | 614 | 7.3% | $3.45万 | 加仓 |
| AAXJ | ISHARES TR | $50.91万 | 0.00% | 4,266 | 34 | 0.8% | $4,058 | 加仓 |
| IMNM | IMMUNOME INC | $50.87万 | 0.00% | 24,008 | -1,510 | -5.9% | -$3.20万 | 减仓 |
| STRT | STRATTEC SEC CORP | $50.66万 | 0.00% | 6,220 | -1,869 | -23.1% | -$15.22万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $50.58万 | 0.00% | 20,638 | -4,804 | -18.9% | -$11.77万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $50.54万 | 0.00% | 12,125 | -4,402 | -26.6% | -$18.35万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $50.51万 | 0.00% | 12,169 | 2,950 | 32.0% | $12.25万 | 加仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $50.48万 | 0.00% | 3,532 | -131 | -3.6% | -$1.87万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $50.42万 | 0.00% | 12,309 | 4,426 | 56.1% | $18.13万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $50.37万 | 0.00% | 17,750 | 0 | 0.0% | — | 不变 |
| IBTK | ISHARES TR | $50.36万 | 0.00% | 25,772 | 25,772 | — | $50.36万 | 新建仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $50.34万 | 0.00% | 8,210 | -667 | -7.5% | -$4.09万 | 减仓 |
| XMTR | XOMETRY INC | $50.29万 | 0.00% | 5,210 | 5,210 | — | $50.29万 | 新建仓 |
| BALI | BLACKROCK ETF TRUST | $50.27万 | 0.00% | 14,860 | 1,518 | 11.4% | $5.14万 | 加仓 |
| RC | READY CAPITAL CORP | $50.27万 | 0.00% | 287,241 | -41,438 | -12.6% | -$7.25万 | 减仓 |
| NTGR | NETGEAR INC | $50.26万 | 0.00% | 21,526 | 2,919 | 15.7% | $6.82万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $50.26万 | 0.00% | 5,881 | 227 | 4.0% | $1.94万 | 加仓 |
| SSUS | STRATEGY SHS | $50.23万 | 0.00% | 9,081 | -214 | -2.3% | -$1.18万 | 减仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $50.15万 | 0.00% | 59,847 | 26,303 | 78.4% | $22.04万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $50.11万 | 0.00% | 7,352 | -18 | -0.2% | -$1,227 | 减仓 |
| SLG | SL GREEN RLTY CORP | $50.08万 | 0.00% | 9,673 | 3,136 | 48.0% | $16.24万 | 加仓 |
| BILI | BILIBILI INC | $50.03万 | 0.00% | 29,380 | 7,684 | 35.4% | $13.09万 | 加仓 |
| HY | HYSTER-YALE INC | $50.02万 | 0.00% | 14,268 | 1,137 | 8.7% | $3.99万 | 加仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $49.65万 | 0.00% | 105,418 | 151 | 0.1% | $711 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $49.54万 | 0.00% | 13,473 | -2,281 | -14.5% | -$8.39万 | 减仓 |
| BUR | BURFORD CAPITAL LIMITED | $49.51万 | 0.00% | 120,750 | 93,624 | 345.1% | $38.39万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $49.38万 | 0.00% | 20,345 | 2,821 | 16.1% | $6.85万 | 加仓 |
| AGYS | AGILYSYS INC | $49.31万 | 0.00% | 4,719 | 1,177 | 33.2% | $12.30万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $49.26万 | 0.00% | 23,961 | 23,961 | — | $49.26万 | 新建仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $49.20万 | 0.00% | 37,675 | -3,494 | -8.5% | -$4.56万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $49.18万 | 0.00% | 11,307 | 1,317 | 13.2% | $5.73万 | 加仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $49.18万 | 0.00% | 3,863 | 0 | 0.0% | — | 不变 |