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 |
|---|---|---|---|---|---|---|---|---|
| EZPW | EZCORP INC | $43.53万 | 0.00% | 12,592 | -154 | -1.2% | -$5,324 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $43.43万 | 0.00% | 63,781 | 3,980 | 6.7% | $2.71万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $43.31万 | 0.00% | 6,529 | 645 | 11.0% | $4.28万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $43.20万 | 0.00% | 73,474 | 31,022 | 73.1% | $18.24万 | 加仓 |
| — | ESPERION THERAPEUTICS INC NE | $42.81万 | 0.00% | 135,487 | 41,995 | 44.9% | $13.27万 | 加仓 |
| IBDY | ISHARES TR | $42.67万 | 0.00% | 16,575 | -234 | -1.4% | -$6,024 | 减仓 |
| — | KRANESHARES TRUST | $42.53万 | 0.00% | 15,453 | 15,453 | — | $42.53万 | 新建仓 |
| — | SPDR SERIES TRUST | $42.45万 | 0.00% | 3,753 | 749 | 24.9% | $8.47万 | 加仓 |
| AIPO | TIDAL TRUST II | $42.37万 | 0.00% | 12,681 | 12,681 | — | $42.37万 | 新建仓 |
| DFSB | DIMENSIONAL ETF TRUST | $42.31万 | 0.00% | 8,119 | 2,129 | 35.5% | $11.09万 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $42.30万 | 0.00% | 50,233 | 892 | 1.8% | $7,511 | 加仓 |
| CMRE | COSTAMARE INC | $42.20万 | 0.00% | 30,100 | -4,723 | -13.6% | -$6.62万 | 减仓 |
| SBR | SABINE RTY TR | $42.13万 | 0.00% | 5,756 | -12,078 | -67.7% | -$88.41万 | 减仓 |
| IBCA | ISHARES TR | $42.13万 | 0.00% | 16,451 | 976 | 6.3% | $2.50万 | 加仓 |
| CLPT | CLEARPOINT NEURO INC | $42.07万 | 0.00% | 23,584 | 11,364 | 93.0% | $20.27万 | 重新持有 |
| AMRC | AMERESCO INC | $41.99万 | 0.00% | 15,214 | 3,038 | 25.0% | $8.38万 | 加仓 |
| MYGN | MYRIAD GENETICS INC | $41.97万 | 0.00% | 73,505 | 3,264 | 4.6% | $1.86万 | 加仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $41.96万 | 0.00% | 71,608 | 629 | 0.9% | $3,686 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $41.95万 | 0.00% | 2,925 | 2,925 | — | $41.95万 | 新建仓 |
| PSUS | PERSHING SQUARE USA LTD | $41.94万 | 0.00% | 11,219 | 11,219 | — | $41.94万 | 新建仓 |
| OUSA | ALPS ETF TR | $41.90万 | 0.00% | 7,183 | -90 | -1.2% | -$5,249 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $41.89万 | 0.00% | 22,557 | 9,174 | 68.5% | $17.04万 | 加仓 |
| — | AUDIOEYE INC | $41.88万 | 0.00% | 72,078 | 1,346 | 1.9% | $7,820 | 加仓 |
| JOYY | JOYY INC | $41.83万 | 0.00% | 6,338 | -631 | -9.1% | -$4.16万 | 减仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $41.82万 | 0.00% | 17,767 | 734 | 4.3% | $1.73万 | 加仓 |
| VOXR | VOX ROYALTY CORP | $41.74万 | 0.00% | 88,244 | -20,851 | -19.1% | -$9.86万 | 减仓 |
| VERA | VERA THERAPEUTICS INC | $41.68万 | 0.00% | 9,713 | -135 | -1.4% | -$5,793 | 减仓 |
| TTAN | SERVICETITAN INC | $41.65万 | 0.00% | 5,890 | -296 | -4.8% | -$2.09万 | 减仓 |
| XNCR | XENCOR INC | $41.65万 | 0.00% | 25,867 | 9,545 | 58.5% | $15.37万 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $41.61万 | 0.00% | 8,907 | 8,907 | — | $41.61万 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC | $41.51万 | 0.00% | 14,452 | 3,316 | 29.8% | $9.52万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $41.33万 | 0.00% | 14,112 | 215 | 1.5% | $6,297 | 加仓 |
| — | ISHARES TR | $41.33万 | 0.00% | 18,534 | 2,504 | 15.6% | $5.58万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $41.33万 | 0.00% | 9,640 | 2,683 | 38.6% | $11.50万 | 加仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $41.30万 | 0.00% | 61,926 | 15,887 | 34.5% | $10.60万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.28万 | 0.00% | 15,709 | 0 | 0.0% | — | 不变 |
| PMAY | INNOVATOR ETFS TRUST | $41.21万 | 0.00% | 9,977 | 123 | 1.2% | $5,080 | 加仓 |
| CCOI | COGENT COMM HOLDINGS INC | $41.11万 | 0.00% | 29,616 | 6,320 | 27.1% | $8.77万 | 加仓 |
| — | SILA REALTY TRUST INC | $41.03万 | 0.00% | 13,513 | -1,376 | -9.2% | -$4.18万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $41.01万 | 0.00% | 4,095 | 304 | 8.0% | $3.04万 | 加仓 |
| CRTO | CRITEO S A | $40.94万 | 0.00% | 22,395 | 10,919 | 95.1% | $19.96万 | 加仓 |
| ISCF | ISHARES TR | $40.87万 | 0.00% | 9,440 | 107 | 1.1% | $4,632 | 加仓 |
| — | ISHARES TR | $40.84万 | 0.00% | 15,536 | 6 | 0.0% | $158 | 加仓 |
| LXU | LSB INDS INC | $40.81万 | 0.00% | 37,753 | -995 | -2.6% | -$1.08万 | 减仓 |
| COMT | ISHARES U S ETF TR | $40.74万 | 0.00% | 13,416 | -584 | -4.2% | -$1.77万 | 减仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $40.73万 | 0.00% | 14,113 | 14,113 | — | $40.73万 | 新建仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $40.65万 | 0.00% | 5,209 | -89 | -1.7% | -$6,945 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $40.58万 | 0.00% | 9,253 | -557 | -5.7% | -$2.44万 | 减仓 |
| — | FIFTH DIST BANCORP INC | $40.58万 | 0.00% | 25,000 | -5,000 | -16.7% | -$8.12万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $40.57万 | 0.00% | 11,380 | -350 | -3.0% | -$1.25万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $40.56万 | 0.00% | 5,107 | -11 | -0.2% | -$874 | 减仓 |
| ISTR | INVESTAR HOLDING CORP | $40.51万 | 0.00% | 13,523 | 13,523 | — | $40.51万 | 新建仓 |
| SPIR | SPIRE GLOBAL INC | $40.33万 | 0.00% | 21,684 | 7,030 | 48.0% | $13.08万 | 加仓 |
| TLS | TELOS CORP MD | $40.33万 | 0.00% | 87,679 | 58,760 | 203.2% | $27.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $40.33万 | 0.00% | 4,919 | 1,220 | 33.0% | $10.00万 | 加仓 |
| — | HOYNE BANCORP INC | $40.32万 | 0.00% | 24,088 | 0 | 0.0% | — | 不变 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $40.25万 | 0.00% | 5,601 | 5,601 | — | $40.25万 | 新建仓 |
| GTN | GRAY MEDIA INC | $40.25万 | 0.00% | 101,380 | -74,471 | -42.3% | -$29.57万 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $40.16万 | 0.00% | 82,983 | 61,847 | 292.6% | $29.93万 | 加仓 |
| — | ISHARES TR | $40.15万 | 0.00% | 15,700 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $40.10万 | 0.00% | 11,385 | -1,124 | -9.0% | -$3.96万 | 减仓 |
| CMPX | COMPASS THERAPEUTICS INC | $40.04万 | 0.00% | 182,841 | 76,650 | 72.2% | $16.79万 | 加仓 |
| CALF | PACER FDS TR | $39.87万 | 0.00% | 7,878 | -120 | -1.5% | -$6,073 | 减仓 |
| MSIF | MSC INCOME FUND INC | $39.86万 | 0.00% | 34,450 | -16,076 | -31.8% | -$18.60万 | 减仓 |
| BDN | BRANDYWINE RLTY TR | $39.81万 | 0.00% | 125,583 | 73,890 | 142.9% | $23.42万 | 加仓 |
| RGR | STURM RUGER & CO INC | $39.80万 | 0.00% | 10,515 | -1,641 | -13.5% | -$6.21万 | 减仓 |
| EYPT | EYEPOINT INC | $39.67万 | 0.00% | 27,743 | -5,337 | -16.1% | -$7.63万 | 减仓 |
| HBT | HBT FINL INC. | $39.59万 | 0.00% | 12,376 | 12,376 | — | $39.59万 | 新建仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $39.52万 | 0.00% | 13,535 | 1,390 | 11.4% | $4.06万 | 加仓 |
| GPGI | GPGI INC | $39.51万 | 0.00% | 24,928 | 13,127 | 111.2% | $20.81万 | 加仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $39.47万 | 0.00% | 12,492 | -1,977 | -13.7% | -$6.25万 | 减仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $39.46万 | 0.00% | 19,429 | -11,339 | -36.9% | -$23.03万 | 减仓 |
| DC | DAKOTA GOLD CORP | $39.42万 | 0.00% | 92,526 | 3,504 | 3.9% | $1.49万 | 加仓 |
| — | LIFETIME BRANDS INC | $39.36万 | 0.00% | 46,140 | -8,499 | -15.6% | -$7.25万 | 减仓 |
| PPH | VANECK ETF TRUST | $39.28万 | 0.00% | 3,592 | 851 | 31.0% | $9.31万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $39.21万 | 0.00% | 13,057 | -8,734 | -40.1% | -$26.23万 | 减仓 |
| — | YORKVILLE AMER INVTS TR | $39.16万 | 0.00% | 9,243 | 9,243 | — | $39.16万 | 新建仓 |
| — | TIDAL TRUST III | $39.15万 | 0.00% | 21,231 | -571 | -2.6% | -$1.05万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $39.15万 | 0.00% | 7,734 | -5,498 | -41.6% | -$27.83万 | 减仓 |
| MXI | ISHARES TR | $39.00万 | 0.00% | 3,685 | -1,007 | -21.5% | -$10.66万 | 减仓 |
| — | ISHARES TR | $38.99万 | 0.00% | 13,994 | 0 | 0.0% | — | 不变 |
| STC | STEWART INFORMATION SVCS COR | $38.98万 | 0.00% | 5,904 | -645 | -9.8% | -$4.26万 | 减仓 |
| UNTY | UNITY BANCORP INC | $38.91万 | 0.00% | 6,630 | 2,462 | 59.1% | $14.45万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $38.77万 | 0.00% | 20,802 | -3,161 | -13.2% | -$5.89万 | 减仓 |
| IDR | IDAHO STRATEGIC RESOURCES | $38.70万 | 0.00% | 11,816 | 4,240 | 56.0% | $13.89万 | 加仓 |
| — | EXZEO GROUP INC | $38.64万 | 0.00% | 22,905 | 22,905 | — | $38.64万 | 新建仓 |
| — | NEOS ETF TRUST | $38.62万 | 0.00% | 7,972 | 1,528 | 23.7% | $7.40万 | 加仓 |
| MPB | MID PENN BANCORP INC | $38.58万 | 0.00% | 11,074 | 395 | 3.7% | $1.38万 | 加仓 |
| XSW | SPDR SERIES TRUST | $38.56万 | 0.00% | 2,245 | 3 | 0.1% | $515 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $38.53万 | 0.00% | 7,624 | -1,704 | -18.3% | -$8.61万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $38.52万 | 0.00% | 9,153 | -950 | -9.4% | -$4.00万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $38.50万 | 0.00% | 4,295 | -210 | -4.7% | -$1.88万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $38.44万 | 0.00% | 8,917 | 2,908 | 48.4% | $12.54万 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $38.36万 | 0.00% | 7,657 | -2,195 | -22.3% | -$11.00万 | 减仓 |
| — | SERVICE PPTYS TR | $38.02万 | 0.00% | 224,941 | 36,243 | 19.2% | $6.13万 | 加仓 |
| EFAX | SPDR INDEX SHS FDS | $37.98万 | 0.00% | 7,017 | 119 | 1.7% | $6,440 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $37.92万 | 0.00% | 13,581 | -953 | -6.6% | -$2.66万 | 减仓 |
| SVRA | SAVARA INC | $37.90万 | 0.00% | 61,518 | 1,689 | 2.8% | $1.04万 | 加仓 |
| WVE | WAVE LIFE SCIENCES LTD | $37.84万 | 0.00% | 65,130 | 37,556 | 136.2% | $21.82万 | 加仓 |
| MTRX | MATRIX SVC CO | $37.83万 | 0.00% | 27,612 | 7,301 | 35.9% | $10.00万 | 加仓 |