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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $39.75万 | 0.00% | 10,103 | 10,103 | — | $39.75万 | 新建仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $39.70万 | 0.00% | 9,810 | -1,744 | -15.1% | -$7.06万 | 减仓 |
| IBCA | ISHARES TR | $39.68万 | 0.00% | 15,475 | 15,475 | — | $39.68万 | 新建仓 |
| VERA | VERA THERAPEUTICS INC | $39.62万 | 0.00% | 9,848 | 527 | 5.7% | $2.12万 | 加仓 |
| — | ISHARES TR | $39.52万 | 0.00% | 10,816 | 109 | 1.0% | $3,983 | 加仓 |
| XLSR | SSGA ACTIVE TR | $39.50万 | 0.00% | 6,840 | -4 | -0.1% | -$231 | 减仓 |
| PUBM | PUBMATIC INC | $39.47万 | 0.00% | 48,249 | 29,185 | 153.1% | $23.87万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $39.36万 | 0.00% | 9,854 | 1,000 | 11.3% | $3.99万 | 加仓 |
| CTKB | CYTEK BIOSCIENCES INC | $39.30万 | 0.00% | 89,937 | -31,272 | -25.8% | -$13.67万 | 减仓 |
| — | TIDAL TRUST III | $39.29万 | 0.00% | 21,802 | -726 | -3.2% | -$1.31万 | 减仓 |
| CAE | CAE INC | $39.28万 | 0.00% | 15,077 | 798 | 5.6% | $2.08万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $39.26万 | 0.00% | 23,865 | 462 | 2.0% | $7,600 | 加仓 |
| TTAN | SERVICETITAN INC | $39.26万 | 0.00% | 6,186 | 6,186 | — | $39.26万 | 新建仓 |
| DECW | AIM ETF PRODUCTS TRUST | $39.19万 | 0.00% | 11,730 | 350 | 3.1% | $1.17万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $39.18万 | 0.00% | 70,593 | -4,915 | -6.5% | -$2.73万 | 减仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $39.15万 | 0.00% | 13,125 | -670 | -4.9% | -$2.00万 | 减仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $39.14万 | 0.00% | 68,548 | 22,560 | 49.1% | $12.88万 | 加仓 |
| — | ENHABIT INC | $39.13万 | 0.00% | 27,773 | 2,697 | 10.8% | $3.80万 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $39.06万 | 0.00% | 7,426 | -450 | -5.7% | -$2.37万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX INC | $39.01万 | 0.00% | 46,056 | 21,740 | 89.4% | $18.41万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $39.01万 | 0.00% | 5,373 | 1,318 | 32.5% | $9.57万 | 加仓 |
| ISCF | ISHARES TR | $39.00万 | 0.00% | 9,333 | 816 | 9.6% | $3.41万 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $38.90万 | 0.00% | 10,620 | -65 | -0.6% | -$2,381 | 减仓 |
| OBE | OBSIDIAN ENERGY LTD | $38.87万 | 0.00% | 41,050 | 51 | 0.1% | $483 | 加仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $38.77万 | 0.00% | 36,992 | 36,992 | — | $38.77万 | 新建仓 |
| TRNS | TRANSCAT INC | $38.77万 | 0.00% | 5,278 | 5,278 | — | $38.77万 | 新建仓 |
| ICLR | ICON PLC | $38.71万 | 0.00% | 3,498 | -880 | -20.1% | -$9.74万 | 减仓 |
| LYTS | LSI INDS INC OHIO | $38.61万 | 0.00% | 20,757 | 2,206 | 11.9% | $4.10万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $38.51万 | 0.00% | 23,963 | 23,963 | — | $38.51万 | 新建仓 |
| LXEO | LEXEO THERAPEUTICS INC | $38.50万 | 0.00% | 67,079 | 56,721 | 547.6% | $32.56万 | 加仓 |
| LADR | LADDER CAP CORP | $38.48万 | 0.00% | 39,387 | 4,979 | 14.5% | $4.86万 | 加仓 |
| TECX | TECTONIC THERAPEUTIC INC | $38.47万 | 0.00% | 12,446 | 12,446 | — | $38.47万 | 新建仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $38.40万 | 0.00% | 5,654 | 29 | 0.5% | $1,970 | 加仓 |
| — | APELLIS PHARMACEUTICALS INC | $38.30万 | 0.00% | 9,521 | -6,918 | -42.1% | -$27.83万 | 减仓 |
| ATRC | ATRICURE INC | $38.28万 | 0.00% | 13,419 | 873 | 7.0% | $2.49万 | 加仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $38.04万 | 0.00% | 3,863 | 0 | 0.0% | — | 不变 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $38.03万 | 0.00% | 6,876 | 1,344 | 24.3% | $7.43万 | 加仓 |
| TIPT | TIPTREE INC | $37.98万 | 0.00% | 22,449 | 11,782 | 110.5% | $19.94万 | 重新持有 |
| GBIL | GOLDMAN SACHS ETF TR | $37.98万 | 0.00% | 3,791 | 3,791 | — | $37.98万 | 新建仓 |
| VERX | VERTEX INC | $37.88万 | 0.00% | 31,855 | 3,270 | 11.4% | $3.89万 | 加仓 |
| FPI | FARMLAND PARTNERS INC | $37.84万 | 0.00% | 33,698 | 4,954 | 17.2% | $5.56万 | 加仓 |
| RM | REGIONAL MGMT CORP | $37.81万 | 0.00% | 11,725 | 5,741 | 95.9% | $18.51万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $37.73万 | 0.00% | 12,931 | 2,321 | 21.9% | $6.77万 | 加仓 |
| CNNE | CANNAE HLDGS INC | $37.72万 | 0.00% | 33,175 | 10,616 | 47.1% | $12.07万 | 重新持有 |
| REPL | REPLIMUNE GROUP INC | $37.55万 | 0.00% | 49,081 | 3,920 | 8.7% | $3.00万 | 加仓 |
| LXFR | LUXFER HLDGS PLC | $37.54万 | 0.00% | 30,817 | 10,596 | 52.4% | $12.91万 | 加仓 |
| — | ISHARES TR | $37.53万 | 0.00% | 13,994 | 0 | 0.0% | — | 不变 |
| NGVC | NATURAL GROCERS BY VITAMIN | $37.46万 | 0.00% | 14,492 | 14,492 | — | $37.46万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $37.24万 | 0.00% | 9,445 | 1,084 | 13.0% | $4.27万 | 加仓 |
| — | SELECTQUOTE INC | $37.24万 | 0.00% | 591,589 | 421,470 | 247.8% | $26.53万 | 加仓 |
| NUTX | NUTEX HEALTH INC | $37.21万 | 0.00% | 3,915 | -1,236 | -24.0% | -$11.75万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $37.20万 | 0.00% | 30,024 | 30,024 | — | $37.20万 | 新建仓 |
| TRUP | TRUPANION INC | $37.16万 | 0.00% | 14,510 | 7,483 | 106.5% | $19.16万 | 加仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $37.13万 | 0.00% | 13,730 | 3,299 | 31.6% | $8.92万 | 加仓 |
| TK | TEEKAY CORPORATION LTD | $37.10万 | 0.00% | 30,381 | 4,102 | 15.6% | $5.01万 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $37.09万 | 0.00% | 51,301 | -7,692 | -13.0% | -$5.56万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $37.05万 | 0.00% | 5,884 | -989 | -14.4% | -$6.23万 | 减仓 |
| ITIC | INVESTORS TITLE CO NC | $37.01万 | 0.00% | 1,703 | 282 | 19.8% | $6.13万 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $37.00万 | 0.00% | 41,930 | 3,211 | 8.3% | $2.83万 | 加仓 |
| ILCV | ISHARES TR | $36.98万 | 0.00% | 3,970 | -329 | -7.7% | -$3.06万 | 减仓 |
| GARP | ISHARES TR | $36.85万 | 0.00% | 5,761 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SERIES TRUST | $36.76万 | 0.00% | 6,174 | 525 | 9.3% | $3.13万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $36.72万 | 0.00% | 5,118 | -192 | -3.6% | -$1.38万 | 减仓 |
| DCTH | DELCATH SYS INC | $36.70万 | 0.00% | 39,549 | 2,278 | 6.1% | $2.11万 | 加仓 |
| — | NEOS ETF TRUST | $36.65万 | 0.00% | 6,444 | 2,179 | 51.1% | $12.39万 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $36.63万 | 0.00% | 8,201 | -3,119 | -27.6% | -$13.93万 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $36.57万 | 0.00% | 14,534 | 14,534 | — | $36.57万 | 新建仓 |
| — | PROSHARES TR | $36.55万 | 0.00% | 7,021 | -2,542 | -26.6% | -$13.23万 | 减仓 |
| CLFD | CLEARFIELD INC | $36.53万 | 0.00% | 13,802 | 788 | 6.1% | $2.09万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $36.50万 | 0.00% | 12,079 | 1,978 | 19.6% | $5.98万 | 加仓 |
| ICOW | PACER FDS TR | $36.49万 | 0.00% | 8,599 | 1,463 | 20.5% | $6.21万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $36.47万 | 0.00% | 10,794 | 10,794 | — | $36.47万 | 新建仓 |
| — | ISHARES TR | $36.47万 | 0.00% | 13,897 | 0 | 0.0% | — | 不变 |
| RNW | RENEW ENERGY GLOBAL PLC | $36.43万 | 0.00% | 79,531 | -2,171 | -2.7% | -$9,943 | 减仓 |
| — | NIAGEN BIOSCIENCE INC | $36.40万 | 0.00% | 82,537 | 41,901 | 103.1% | $18.48万 | 加仓 |
| UMI | USCF ETF TR | $36.38万 | 0.00% | 6,210 | 6,210 | — | $36.38万 | 新建仓 |
| CYRX | CRYOPORT INC | $36.36万 | 0.00% | 43,911 | 14,305 | 48.3% | $11.84万 | 加仓 |
| — | WISDOMTREE TR | $36.16万 | 0.00% | 10,733 | -2,012 | -15.8% | -$6.78万 | 减仓 |
| UMH | UMH PPTYS INC | $36.10万 | 0.00% | 25,019 | -12,042 | -32.5% | -$17.38万 | 减仓 |
| SVM | SILVERCORP METALS INC | $36.10万 | 0.00% | 33,614 | -3,501 | -9.4% | -$3.76万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $36.00万 | 0.00% | 28,500 | 6,583 | 30.0% | $8.31万 | 加仓 |
| CALF | PACER FDS TR | $35.89万 | 0.00% | 7,998 | -992 | -11.0% | -$4.45万 | 减仓 |
| — | ISHARES TR | $35.84万 | 0.00% | 16,030 | -1,087 | -6.4% | -$2.43万 | 减仓 |
| — | GRAVITY CO LTD | $35.80万 | 0.00% | 5,778 | 2,410 | 71.6% | $14.93万 | 重新持有 |
| CENTA | CENTRAL GARDEN & PET CO | $35.71万 | 0.00% | 11,015 | 11,015 | — | $35.71万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $35.67万 | 0.00% | 4,505 | 1,400 | 45.1% | $11.08万 | 加仓 |
| AVO | MISSION PRODUCE INC | $35.61万 | 0.00% | 25,882 | 168 | 0.7% | $2,312 | 加仓 |
| PLSE | PULSE BIOSCIENCES INC | $35.44万 | 0.00% | 16,413 | -826 | -4.8% | -$1.78万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $35.37万 | 0.00% | 5,298 | 439 | 9.0% | $2.93万 | 加仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $35.37万 | 0.00% | 56,233 | 45 | 0.1% | $283 | 加仓 |
| BMBL | BUMBLE INC | $35.36万 | 0.00% | 108,478 | 73,211 | 207.6% | $23.87万 | 加仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $35.29万 | 0.00% | 15,924 | 3,931 | 32.8% | $8.71万 | 重新持有 |
| EMNT | PIMCO ETF TR | $35.28万 | 0.00% | 3,566 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $35.27万 | 0.00% | 5,149 | 5,149 | — | $35.27万 | 新建仓 |
| — | SILA REALTY TRUST INC | $35.26万 | 0.00% | 14,889 | -385 | -2.5% | -$9,117 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $35.16万 | 0.00% | 5,952 | 1,469 | 32.8% | $8.68万 | 加仓 |
| CTO | CTO RLTY GROWTH INC NEW | $35.10万 | 0.00% | 18,981 | 121 | 0.6% | $2,237 | 加仓 |
| AHCO | ADAPTHEALTH CORP | $34.99万 | 0.00% | 29,406 | 13,081 | 80.1% | $15.57万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $34.94万 | 0.00% | 5,112 | 499 | 10.8% | $3.41万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $34.94万 | 0.00% | 13,679 | 13,679 | — | $34.94万 | 新建仓 |