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 |
|---|---|---|---|---|---|---|---|---|
| — | THERAVANCE BIOPHARMA INC | $37.79万 | 0.00% | 22,232 | 5,765 | 35.0% | $9.80万 | 加仓 |
| CLIP | GLOBAL X FDS | $37.76万 | 0.00% | 3,763 | 3,763 | — | $37.76万 | 新建仓 |
| BULL | WEBULL CORP | $37.74万 | 0.00% | 57,887 | 15,841 | 37.7% | $10.33万 | 加仓 |
| SHE | SPDR SERIES TRUST | $37.74万 | 0.00% | 2,444 | 186 | 8.2% | $2.87万 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $37.67万 | 0.00% | 28,321 | -839 | -2.9% | -$1.12万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $37.52万 | 0.00% | 16,008 | 16,008 | — | $37.52万 | 新建仓 |
| — | GABELLI UTIL TR | $37.51万 | 0.00% | 56,917 | 87 | 0.2% | $573 | 加仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $37.50万 | 0.00% | 29,740 | 1,575 | 5.6% | $1.99万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $37.41万 | 0.00% | 16,243 | 16,243 | — | $37.41万 | 新建仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $37.35万 | 0.00% | 2,435 | 1 | 0.0% | $153 | 加仓 |
| IWX | ISHARES TR | $37.30万 | 0.00% | 3,547 | 1,062 | 42.7% | $11.17万 | 加仓 |
| SFIX | STITCH FIX INC | $37.25万 | 0.00% | 90,632 | 25,964 | 40.1% | $10.67万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $37.22万 | 0.00% | 10,717 | -291 | -2.6% | -$1.01万 | 减仓 |
| PWP | PERELLA WEINBERG PARTNERS | $37.06万 | 0.00% | 23,221 | -19,359 | -45.5% | -$30.90万 | 减仓 |
| POST | POST HLDGS INC | $36.97万 | 0.00% | 4,189 | -17,607 | -80.8% | -$155.40万 | 减仓 |
| OPK | OPKO HEALTH INC | $36.91万 | 0.00% | 246,065 | 69,080 | 39.0% | $10.36万 | 加仓 |
| — | WISDOMTREE TR | $36.90万 | 0.00% | 10,187 | 10,187 | — | $36.90万 | 新建仓 |
| INMD | INMODE LTD | $36.86万 | 0.00% | 25,211 | 8,131 | 47.6% | $11.89万 | 加仓 |
| INFL | LISTED FDS TR | $36.86万 | 0.00% | 7,389 | 796 | 12.1% | $3.97万 | 加仓 |
| DIVB | ISHARES TR | $36.75万 | 0.00% | 5,965 | 1,141 | 23.7% | $7.03万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $36.65万 | 0.00% | 6,522 | 0 | 0.0% | — | 不变 |
| BNED | BARNES & NOBLE ED INC | $36.64万 | 0.00% | 29,174 | 29,174 | — | $36.64万 | 新建仓 |
| — | ISHARES TR | $36.56万 | 0.00% | 13,902 | 5 | 0.0% | $132 | 加仓 |
| UMI | USCF ETF TR | $36.54万 | 0.00% | 6,210 | 0 | 0.0% | — | 不变 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $36.42万 | 0.00% | 56,379 | 146 | 0.3% | $943 | 加仓 |
| — | VANECK ETF TRUST | $36.34万 | 0.00% | 15,057 | 1,848 | 14.0% | $4.46万 | 加仓 |
| FOSL | FOSSIL GROUP INC | $36.28万 | 0.00% | 87,636 | 24,331 | 38.4% | $10.07万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $36.08万 | 0.00% | 13,338 | 1,487 | 12.5% | $4.02万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $35.98万 | 0.00% | 17,724 | -7,600 | -30.0% | -$15.43万 | 减仓 |
| NFRA | FLEXSHARES TR | $35.94万 | 0.00% | 5,605 | 5,605 | — | $35.94万 | 新建仓 |
| SLDB | SOLID BIOSCIENCES INC | $35.82万 | 0.00% | 35,860 | 1,294 | 3.7% | $1.29万 | 加仓 |
| PSIX | POWER SOLUTIONS INTL INC | $35.81万 | 0.00% | 9,209 | 1,458 | 18.8% | $5.67万 | 加仓 |
| SGRY | SURGERY PARTNERS INC | $35.76万 | 0.00% | 21,287 | 8,034 | 60.6% | $13.50万 | 加仓 |
| NATR | NATURES SUNSHINE PRODS INC | $35.73万 | 0.00% | 16,389 | -10,993 | -40.1% | -$23.96万 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $35.72万 | 0.00% | 24,582 | 611 | 2.5% | $8,878 | 加仓 |
| DBEU | DBX ETF TR | $35.65万 | 0.00% | 6,607 | 1,642 | 33.1% | $8.86万 | 加仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $35.62万 | 0.00% | 116,801 | 51,764 | 79.6% | $15.79万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $35.58万 | 0.00% | 3,014 | -159 | -5.0% | -$1.88万 | 减仓 |
| PRCH | PORCH GROUP INC | $35.57万 | 0.00% | 23,649 | 8,354 | 54.6% | $12.56万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $35.53万 | 0.00% | 10,824 | 904 | 9.1% | $2.97万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $35.51万 | 0.00% | 8,710 | 8,710 | — | $35.51万 | 新建仓 |
| WEST | WESTROCK COFFEE CO | $35.51万 | 0.00% | 43,786 | 17,625 | 67.4% | $14.29万 | 加仓 |
| FOXF | FOX FACTORY HLDG CORP | $35.49万 | 0.00% | 20,945 | 998 | 5.0% | $1.69万 | 加仓 |
| ICOW | PACER FDS TR | $35.44万 | 0.00% | 8,512 | -87 | -1.0% | -$3,622 | 减仓 |
| — | EA SERIES TRUST | $35.39万 | 0.00% | 9,121 | 0 | 0.0% | — | 不变 |
| ISCV | ISHARES TR | $35.39万 | 0.00% | 4,518 | -443 | -8.9% | -$3.47万 | 减仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $35.37万 | 0.00% | 29,951 | 12,117 | 67.9% | $14.31万 | 加仓 |
| FXI | ISHARES TR | $35.36万 | 0.00% | 11,192 | -12,387 | -52.5% | -$39.13万 | 减仓 |
| DBJP | DBX ETF TR | $35.31万 | 0.00% | 3,076 | 731 | 31.2% | $8.39万 | 加仓 |
| AOM | ISHARES TR | $35.27万 | 0.00% | 7,070 | 1,503 | 27.0% | $7.50万 | 加仓 |
| TGLS | TECNOGLASS INC | $35.21万 | 0.00% | 7,522 | 7,522 | — | $35.21万 | 新建仓 |
| INDB | INDEPENDENT BK CORP MASS | $35.19万 | 0.00% | 4,204 | 334 | 8.6% | $2.80万 | 加仓 |
| CURB | CURBLINE PPTYS CORP | $35.16万 | 0.00% | 11,565 | 665 | 6.1% | $2.02万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $35.08万 | 0.00% | 5,119 | 7 | 0.1% | $480 | 加仓 |
| — | TAYLOR DEVICES INC | $35.03万 | 0.00% | 5,969 | 1,227 | 25.9% | $7.20万 | 加仓 |
| ACIC | AMERICAN COASTAL INS CORP | $34.90万 | 0.00% | 31,444 | 8,364 | 36.2% | $9.28万 | 加仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $34.79万 | 0.00% | 10,013 | 10,013 | — | $34.79万 | 新建仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $34.72万 | 0.00% | 46,861 | -4,440 | -8.7% | -$3.29万 | 减仓 |
| LRGE | LEGG MASON ETF INVT | $34.71万 | 0.00% | 4,053 | 0 | 0.0% | — | 不变 |
| ASPI | ASP ISOTOPES INC | $34.69万 | 0.00% | 55,779 | 14,199 | 34.1% | $8.83万 | 加仓 |
| ILOW | AB ACTIVE ETFS INC | $34.67万 | 0.00% | 7,628 | 0 | 0.0% | — | 不变 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $34.64万 | 0.00% | 13,355 | 1,276 | 10.6% | $3.31万 | 加仓 |
| BITO | PROSHARES TR | $34.62万 | 0.00% | 43,387 | -12,783 | -22.8% | -$10.20万 | 减仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $34.58万 | 0.00% | 12,967 | 539 | 4.3% | $1.44万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $34.58万 | 0.00% | 15,813 | 139 | 0.9% | $3,040 | 加仓 |
| CIM | CHIMERA INVT CORP | $34.54万 | 0.00% | 25,891 | 2,220 | 9.4% | $2.96万 | 加仓 |
| BSRR | SIERRA BANCORP | $34.54万 | 0.00% | 8,473 | 2,290 | 37.0% | $9.33万 | 加仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $34.45万 | 0.00% | 38,841 | 891 | 2.3% | $7,903 | 加仓 |
| ENVX | ENOVIX CORPORATION | $34.43万 | 0.00% | 56,723 | 9,215 | 19.4% | $5.59万 | 加仓 |
| AIS | TIDAL TRUST III | $34.39万 | 0.00% | 4,031 | 4,031 | — | $34.39万 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC | $34.34万 | 0.00% | 63,359 | 18,992 | 42.8% | $10.29万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $34.34万 | 0.00% | 11,131 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $34.33万 | 0.00% | 9,917 | 9,917 | — | $34.33万 | 新建仓 |
| NJUL | INNOVATOR ETFS TRUST | $34.23万 | 0.00% | 4,420 | 65 | 1.5% | $5,033 | 加仓 |
| MEI | METHODE ELECTRS INC | $34.14万 | 0.00% | 17,998 | 17,998 | — | $34.14万 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $34.14万 | 0.00% | 4,973 | 945 | 23.5% | $6.49万 | 重新持有 |
| EMGF | ISHARES INC | $34.04万 | 0.00% | 4,647 | 175 | 3.9% | $1.28万 | 加仓 |
| EWW | ISHARES INC | $33.98万 | 0.00% | 4,514 | 816 | 22.1% | $6.14万 | 加仓 |
| — | NATHANS FAMOUS INC | $33.94万 | 0.00% | 3,341 | 3,341 | — | $33.94万 | 新建仓 |
| BANR | BANNER CORP | $33.92万 | 0.00% | 5,106 | 5,106 | — | $33.92万 | 新建仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $33.90万 | 0.00% | 35,050 | -6,880 | -16.4% | -$6.65万 | 减仓 |
| LXEO | LEXEO THERAPEUTICS INC | $33.81万 | 0.00% | 72,625 | 5,546 | 8.3% | $2.58万 | 加仓 |
| — | FIS TR | $33.78万 | 0.00% | 9,086 | 9,086 | — | $33.78万 | 新建仓 |
| TNK | TEEKAY TANKERS LTD | $33.74万 | 0.00% | 5,202 | 983 | 23.3% | $6.38万 | 加仓 |
| FWRD | FORWARD AIR CORP | $33.71万 | 0.00% | 24,955 | -8,940 | -26.4% | -$12.08万 | 减仓 |
| WLDN | WILLDAN GROUP INC | $33.66万 | 0.00% | 4,256 | -73 | -1.7% | -$5,774 | 减仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $33.62万 | 0.00% | 42,828 | -1,223 | -2.8% | -$9,600 | 减仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $33.50万 | 0.00% | 12,250 | 3,446 | 39.1% | $9.42万 | 加仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $33.44万 | 0.00% | 11,527 | 11,527 | — | $33.44万 | 新建仓 |
| EPU | ISHARES TR | $33.42万 | 0.00% | 4,002 | 0 | 0.0% | — | 不变 |
| OBE | OBSIDIAN ENERGY LTD | $33.41万 | 0.00% | 41,100 | 50 | 0.1% | $406 | 加仓 |
| HAWX | ISHARES TR | $33.40万 | 0.00% | 7,183 | 0 | 0.0% | — | 不变 |
| BKMI | BNY MELLON ETF TRUST II | $33.37万 | 0.00% | 12,621 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $33.37万 | 0.00% | 13,515 | 5,852 | 76.4% | $14.45万 | 重新持有 |
| — | COSTAMARE BULKERS HLDGS LTD | $33.30万 | 0.00% | 18,964 | -2,383 | -11.2% | -$4.18万 | 减仓 |
| NGNE | NEUROGENE INC | $33.28万 | 0.00% | 10,581 | 10,581 | — | $33.28万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $33.26万 | 0.00% | 18,108 | 5,007 | 38.2% | $9.20万 | 加仓 |
| — | FUNDX INVT TR | $33.24万 | 0.00% | 6,719 | 0 | 0.0% | — | 不变 |
| CLFD | CLEARFIELD INC | $33.21万 | 0.00% | 8,347 | -5,455 | -39.5% | -$21.71万 | 减仓 |
| MOMO | HELLO GROUP INC | $33.12万 | 0.00% | 57,096 | 26,789 | 88.4% | $15.54万 | 加仓 |