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 |
|---|---|---|---|---|---|---|---|---|
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $31.21万 | 0.00% | 9,219 | 2,175 | 30.9% | $7.36万 | 重新持有 |
| EDIV | SPDR INDEX SHS FDS | $31.12万 | 0.00% | 7,883 | 18 | 0.2% | $711 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $31.10万 | 0.00% | 4,355 | 4,355 | — | $31.10万 | 新建仓 |
| ACCO | ACCO BRANDS CORP | $31.07万 | 0.00% | 103,566 | 2,356 | 2.3% | $7,068 | 加仓 |
| — | ISHARES TR | $31.05万 | 0.00% | 11,826 | 0 | 0.0% | — | 不变 |
| AMRC | AMERESCO INC | $31.05万 | 0.00% | 12,176 | 925 | 8.2% | $2.36万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $31.00万 | 0.00% | 4,842 | -47 | -1.0% | -$3,009 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $31.00万 | 0.00% | 5,990 | -719 | -10.7% | -$3.72万 | 减仓 |
| — | ZACKS TRUST | $30.95万 | 0.00% | 11,228 | -2,957 | -20.8% | -$8.15万 | 减仓 |
| TNK | TEEKAY TANKERS LTD | $30.93万 | 0.00% | 4,219 | 4,219 | — | $30.93万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $30.88万 | 0.00% | 11,632 | 11,632 | — | $30.88万 | 新建仓 |
| DNUT | KRISPY KREME INC | $30.87万 | 0.00% | 91,055 | -58,808 | -39.2% | -$19.94万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $30.86万 | 0.00% | 10,384 | 1,892 | 22.3% | $5.62万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $30.77万 | 0.00% | 21,548 | -609 | -2.7% | -$8,696 | 减仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $30.73万 | 0.00% | 28,165 | 3,507 | 14.2% | $3.83万 | 加仓 |
| NTSX | WISDOMTREE TR | $30.67万 | 0.00% | 5,881 | 5,881 | — | $30.67万 | 新建仓 |
| NBXG | NEUBERGER NEXT GENERATION | $30.65万 | 0.00% | 23,813 | 12,691 | 114.1% | $16.33万 | 加仓 |
| CSTL | CASTLE BIOSCIENCES INC | $30.64万 | 0.00% | 12,479 | -3,662 | -22.7% | -$8.99万 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $30.57万 | 0.00% | 11,461 | 1,122 | 10.9% | $2.99万 | 加仓 |
| LRGE | LEGG MASON ETF INVT | $30.48万 | 0.00% | 4,053 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $30.43万 | 0.00% | 9,121 | 0 | 0.0% | — | 不变 |
| VIOG | VANGUARD ADMIRAL FDS INC | $30.30万 | 0.00% | 2,434 | 111 | 4.8% | $1.38万 | 加仓 |
| FOX | FOX CORP | $30.24万 | 0.00% | 5,695 | 1,945 | 51.9% | $10.33万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $30.16万 | 0.00% | 3,190 | 8 | 0.3% | $756 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $30.10万 | 0.00% | 4,005 | 4,005 | — | $30.10万 | 新建仓 |
| — | FUNDX INVT TR | $30.04万 | 0.00% | 6,719 | 177 | 2.7% | $7,913 | 加仓 |
| TBLA | TABOOLA.COM LTD | $30.02万 | 0.00% | 96,827 | 29,564 | 44.0% | $9.16万 | 加仓 |
| KWEB | KRANESHARES TRUST | $29.98万 | 0.00% | 10,547 | -1 | -0.0% | -$28 | 减仓 |
| IYM | ISHARES TR | $29.92万 | 0.00% | 1,701 | 1,701 | — | $29.92万 | 新建仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $29.89万 | 0.00% | 12,589 | 3,267 | 35.0% | $7.76万 | 加仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $29.80万 | 0.00% | 71,464 | 31,049 | 76.8% | $12.95万 | 加仓 |
| WABC | WESTAMERICA BANCORPORATION | $29.71万 | 0.00% | 5,697 | 608 | 11.9% | $3.17万 | 加仓 |
| CIM | CHIMERA INVT CORP | $29.71万 | 0.00% | 23,671 | -502 | -2.1% | -$6,300 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $29.67万 | 0.00% | 7,400 | 7,400 | — | $29.67万 | 新建仓 |
| — | ADC THERAPEUTICS SA | $29.64万 | 0.00% | 79,034 | -34,213 | -30.2% | -$12.83万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $29.64万 | 0.00% | 19,121 | 1,017 | 5.6% | $1.58万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $29.63万 | 0.00% | 12,418 | -14,615 | -54.1% | -$34.87万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $29.57万 | 0.00% | 9,920 | 31 | 0.3% | $924 | 加仓 |
| IAG | IAMGOLD CORP | $29.53万 | 0.00% | 15,692 | 18 | 0.1% | $339 | 加仓 |
| WU | WESTERN UN CO | $29.52万 | 0.00% | 33,817 | 3,213 | 10.5% | $2.80万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $29.46万 | 0.00% | 2,913 | 2,913 | — | $29.46万 | 新建仓 |
| — | BANK AMERICA CORP | $29.43万 | 0.00% | 247 | 25 | 11.3% | $2.98万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $29.38万 | 0.00% | 11,300 | 11,300 | — | $29.38万 | 新建仓 |
| HAWX | ISHARES TR | $29.37万 | 0.00% | 7,183 | 7,183 | — | $29.37万 | 新建仓 |
| MLR | MILLER INDS INC TENN | $29.36万 | 0.00% | 6,445 | 6,445 | — | $29.36万 | 新建仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $29.27万 | 0.00% | 65,037 | 29,419 | 82.6% | $13.24万 | 加仓 |
| HNST | HONEST CO INC | $29.22万 | 0.00% | 99,399 | 60,480 | 155.4% | $17.78万 | 加仓 |
| ABSI | ABSCI CORPORATION | $29.19万 | 0.00% | 97,284 | 23,723 | 32.2% | $7.12万 | 加仓 |
| PPT | PUTNAM PREMIER INCOME TR | $29.15万 | 0.00% | 82,115 | 3,547 | 4.5% | $1.26万 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $29.12万 | 0.00% | 22,518 | 1,634 | 7.8% | $2.11万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $29.12万 | 0.00% | 14,265 | -3,808 | -21.1% | -$7.77万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $29.10万 | 0.00% | 3,870 | -391 | -9.2% | -$2.94万 | 减仓 |
| — | PROSHARES TR II | $29.08万 | 0.00% | 4,732 | 4,732 | — | $29.08万 | 新建仓 |
| — | RBB FD INC | $29.08万 | 0.00% | 9,087 | 1,001 | 12.4% | $3.20万 | 加仓 |
| — | EATON VANCE TAX MNGED BUY WR | $29.01万 | 0.00% | 20,121 | 525 | 2.7% | $7,571 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $28.92万 | 0.00% | 94,208 | 44,673 | 90.2% | $13.71万 | 加仓 |
| CXW | CORECIVIC INC | $28.91万 | 0.00% | 15,286 | -6,069 | -28.4% | -$11.48万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $28.89万 | 0.00% | 14,549 | -2,123 | -12.7% | -$4.22万 | 减仓 |
| — | CALAMOS ETF TR | $28.89万 | 0.00% | 10,647 | 10,647 | — | $28.89万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $28.88万 | 0.00% | 2,783 | 230 | 9.0% | $2.39万 | 加仓 |
| SHE | SPDR SERIES TRUST | $28.86万 | 0.00% | 2,258 | 260 | 13.0% | $3.32万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $28.75万 | 0.00% | 8,446 | 8,446 | — | $28.75万 | 新建仓 |
| IBHF | ISHARES TR | $28.75万 | 0.00% | 12,526 | -18,456 | -59.6% | -$42.36万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $28.70万 | 0.00% | 27,597 | 11,103 | 67.3% | $11.55万 | 加仓 |
| — | WISDOMTREE TR | $28.58万 | 0.00% | 5,281 | 70 | 1.3% | $3,788 | 加仓 |
| MTW | MANITOWOC CO INC | $28.54万 | 0.00% | 24,498 | 5,608 | 29.7% | $6.53万 | 加仓 |
| PPH | VANECK ETF TRUST | $28.48万 | 0.00% | 2,741 | -65 | -2.3% | -$6,753 | 减仓 |
| FXY | INVESCO CURRENCYSHARES | $28.47万 | 0.00% | 4,919 | -43 | -0.9% | -$2,489 | 减仓 |
| SLVP | ISHARES INC | $28.45万 | 0.00% | 8,022 | 746 | 10.3% | $2.65万 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $28.36万 | 0.00% | 33,403 | 5,167 | 18.3% | $4.39万 | 加仓 |
| IMMR | IMMERSION CORP | $28.32万 | 0.00% | 51,861 | -30,971 | -37.4% | -$16.91万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $28.29万 | 0.00% | 6,343 | -702 | -10.0% | -$3.13万 | 减仓 |
| CURB | CURBLINE PPTYS CORP | $28.11万 | 0.00% | 10,900 | 78 | 0.7% | $2,012 | 加仓 |
| SPTL | SPDR SERIES TRUST | $28.11万 | 0.00% | 10,688 | -13 | -0.1% | -$342 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $28.10万 | 0.00% | 24,915 | 14,332 | 135.4% | $16.17万 | 重新持有 |
| TRDA | ENTRADA THERAPEUTICS INC | $28.05万 | 0.00% | 22,230 | 148 | 0.7% | $1,868 | 加仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $27.87万 | 0.00% | 51,795 | 27,712 | 115.1% | $14.91万 | 加仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $27.84万 | 0.00% | 33,544 | 4,996 | 17.5% | $4.15万 | 加仓 |
| EWW | ISHARES INC | $27.82万 | 0.00% | 3,698 | 707 | 23.6% | $5.32万 | 加仓 |
| MCHB | MECHANICS BANCORP | $27.62万 | 0.00% | 18,725 | 3,896 | 26.3% | $5.75万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $27.61万 | 0.00% | 4,961 | 379 | 8.3% | $2.11万 | 加仓 |
| — | AMPLIFY ETF TR | $27.60万 | 0.00% | 4,177 | 0 | 0.0% | — | 不变 |
| DEC | DIVERSIFIED ENERGY CO | $27.59万 | 0.00% | 15,820 | 511 | 3.3% | $8,912 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $27.53万 | 0.00% | 2,499 | -11 | -0.4% | -$1,212 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $27.45万 | 0.00% | 3,548 | 3,548 | — | $27.45万 | 新建仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $27.45万 | 0.00% | 12,443 | 12,443 | — | $27.45万 | 新建仓 |
| HESM | HESS MIDSTREAM LP | $27.41万 | 0.00% | 7,051 | -2,235 | -24.1% | -$8.69万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $27.36万 | 0.00% | 5,797 | 5,797 | — | $27.36万 | 新建仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $27.32万 | 0.00% | 19,024 | -315 | -1.6% | -$4,523 | 减仓 |
| IAK | ISHARES TR | $27.32万 | 0.00% | 2,129 | 20 | 0.9% | $2,566 | 加仓 |
| FOSL | FOSSIL GROUP INC | $27.28万 | 0.00% | 63,305 | 21,983 | 53.2% | $9.47万 | 加仓 |
| RAVI | FLEXSHARES TR | $27.22万 | 0.00% | 3,610 | -6,715 | -65.0% | -$50.64万 | 减仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $27.15万 | 0.00% | 29,160 | -15,035 | -34.0% | -$14.00万 | 减仓 |
| — | SPDR SERIES TRUST | $27.13万 | 0.00% | 3,004 | 1 | 0.0% | $90 | 加仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $27.05万 | 0.00% | 60,117 | 8,200 | 15.8% | $3.69万 | 加仓 |
| ICOP | ISHARES TR | $27.04万 | 0.00% | 5,684 | 5,684 | — | $27.04万 | 新建仓 |
| CVI | CVR ENERGY INC | $27.04万 | 0.00% | 8,036 | 1,319 | 19.6% | $4.44万 | 重新持有 |
| — | TAYLOR DEVICES INC | $27.03万 | 0.00% | 4,742 | 4,742 | — | $27.03万 | 新建仓 |
| EMGF | ISHARES INC | $27.02万 | 0.00% | 4,472 | 4,472 | — | $27.02万 | 新建仓 |
| ARDX | ARDELYX INC | $26.98万 | 0.00% | 45,043 | 16,607 | 58.4% | $9.95万 | 加仓 |