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 |
|---|---|---|---|---|---|---|---|---|
| BCPL | BNY MELLON ETF TRUST II | $26.96万 | 0.00% | 10,869 | 10,869 | — | $26.96万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $26.93万 | 0.00% | 5,421 | -5,328 | -49.6% | -$26.47万 | 减仓 |
| ASHR | DBX ETF TR | $26.84万 | 0.00% | 8,222 | 2,033 | 32.8% | $6.64万 | 加仓 |
| — | HAWTHORN BANCSHARES INC | $26.80万 | 0.00% | 7,956 | -63 | -0.8% | -$2,122 | 减仓 |
| RUM | RUMBLE INC | $26.80万 | 0.00% | 52,553 | -4,026 | -7.1% | -$2.05万 | 减仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $26.77万 | 0.00% | 51,972 | 32,320 | 164.5% | $16.64万 | 重新持有 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $26.75万 | 0.00% | 8,357 | -7,280 | -46.6% | -$23.30万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $26.74万 | 0.00% | 7,036 | 7,036 | — | $26.74万 | 新建仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $26.73万 | 0.00% | 59,801 | -3,434 | -5.4% | -$1.53万 | 减仓 |
| — | THERAVANCE BIOPHARMA INC | $26.73万 | 0.00% | 16,467 | 2,094 | 14.6% | $3.40万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $26.66万 | 0.00% | 5,555 | 5,555 | — | $26.66万 | 新建仓 |
| MNKD | MANNKIND CORP | $26.66万 | 0.00% | 108,832 | -62,925 | -36.6% | -$15.42万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $26.66万 | 0.00% | 3,699 | 3,699 | — | $26.66万 | 新建仓 |
| DMLP | DORCHESTER MINERALS L P | $26.60万 | 0.00% | 9,814 | 101 | 1.0% | $2,737 | 加仓 |
| — | GLOBAL X FDS | $26.54万 | 0.00% | 7,217 | 0 | 0.0% | — | 不变 |
| CACC | CREDIT ACCEP CORP MICH | $26.51万 | 0.00% | 626 | 54 | 9.4% | $2.29万 | 重新持有 |
| RMR | RMR GROUP INC | $26.47万 | 0.00% | 17,113 | 268 | 1.6% | $4,146 | 加仓 |
| — | RBB FD INC | $26.47万 | 0.00% | 13,129 | -4,163 | -24.1% | -$8.39万 | 减仓 |
| PSK | SPDR SERIES TRUST | $26.43万 | 0.00% | 8,570 | 186 | 2.2% | $5,736 | 加仓 |
| TRTX | TPG RE FIN TR INC | $26.42万 | 0.00% | 33,826 | 4,825 | 16.6% | $3.77万 | 加仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $26.38万 | 0.00% | 33,521 | 2,389 | 7.7% | $1.88万 | 加仓 |
| AOM | ISHARES TR | $26.37万 | 0.00% | 5,567 | -2,017 | -26.6% | -$9.55万 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $26.27万 | 0.00% | 109,920 | 7,419 | 7.2% | $1.77万 | 加仓 |
| MEOH | METHANEX CORP | $26.27万 | 0.00% | 4,412 | 4,412 | — | $26.27万 | 新建仓 |
| — | GAMCO NAT RES GOLD & INCOME | $26.22万 | 0.00% | 31,401 | 60 | 0.2% | $501 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $26.20万 | 0.00% | 7,183 | 7,183 | — | $26.20万 | 新建仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $26.18万 | 0.00% | 7,607 | -4,785 | -38.6% | -$16.46万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $26.09万 | 0.00% | 14,667 | 4,549 | 45.0% | $8.09万 | 加仓 |
| DIVB | ISHARES TR | $26.03万 | 0.00% | 4,824 | 372 | 8.4% | $2.01万 | 重新持有 |
| SMOT | VANECK ETF TRUST | $26.00万 | 0.00% | 7,389 | 7,389 | — | $26.00万 | 新建仓 |
| ACIC | AMERICAN COASTAL INS CORP | $25.96万 | 0.00% | 23,080 | 4,388 | 23.5% | $4.94万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $25.88万 | 0.00% | 1,453 | 1,453 | — | $25.88万 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $25.85万 | 0.00% | 21,437 | -2,904 | -11.9% | -$3.50万 | 减仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $25.85万 | 0.00% | 21,722 | -9,103 | -29.5% | -$10.83万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $25.84万 | 0.00% | 34,277 | 4,713 | 15.9% | $3.55万 | 加仓 |
| DNOW | DNOW INC | $25.82万 | 0.00% | 21,680 | -10,766 | -33.2% | -$12.82万 | 减仓 |
| — | PEAKSTONE REALTY TRUST | $25.80万 | 0.00% | 12,351 | 1,086 | 9.6% | $2.27万 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $25.78万 | 0.00% | 13,597 | 786 | 6.1% | $1.49万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $25.76万 | 0.00% | 8,002 | 0 | 0.0% | — | 不变 |
| VGUS | VANGUARD INSTL INDEX FD | $25.74万 | 0.00% | 3,402 | 3,402 | — | $25.74万 | 新建仓 |
| ONDS | ONDAS INC | $25.70万 | 0.00% | 28,431 | 6,917 | 32.2% | $6.25万 | 加仓 |
| ORC | ORCHID IS CAP INC | $25.68万 | 0.00% | 36,523 | 4,713 | 14.8% | $3.31万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $25.65万 | 0.00% | 29,751 | 4,393 | 17.3% | $3.79万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $25.63万 | 0.00% | 4,428 | 4,428 | — | $25.63万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $25.63万 | 0.00% | 13,101 | 162 | 1.3% | $3,169 | 加仓 |
| — | ESPERION THERAPEUTICS INC NE | $25.62万 | 0.00% | 93,492 | -23,875 | -20.3% | -$6.54万 | 减仓 |
| — | SERVICE PPTYS TR | $25.57万 | 0.00% | 188,698 | -69,236 | -26.8% | -$9.38万 | 减仓 |
| TRMK | TRUSTMARK CORP | $25.54万 | 0.00% | 6,060 | -2,789 | -31.5% | -$11.75万 | 减仓 |
| — | ISHARES TR | $25.54万 | 0.00% | 3,923 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $25.50万 | 0.00% | 6,287 | 6,287 | — | $25.50万 | 新建仓 |
| ANNX | ANNEXON INC | $25.44万 | 0.00% | 45,923 | 21,919 | 91.3% | $12.14万 | 加仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $25.38万 | 0.00% | 1,564 | 145 | 10.2% | $2.35万 | 加仓 |
| — | SAN JUAN BASIN RTY TR | $25.38万 | 0.00% | 52,867 | 0 | 0.0% | — | 不变 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $25.35万 | 0.00% | 2,001 | 0 | 0.0% | — | 不变 |
| RCKY | ROCKY BRANDS INC | $25.30万 | 0.00% | 6,534 | 6,534 | — | $25.30万 | 新建仓 |
| SKOR | FLEXSHARES TR | $25.24万 | 0.00% | 5,192 | 2 | 0.0% | $97 | 加仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $25.21万 | 0.00% | 60,322 | 40,281 | 201.0% | $16.84万 | 加仓 |
| — | LOANDEPOT INC | $25.21万 | 0.00% | 177,567 | 74,120 | 71.7% | $10.53万 | 加仓 |
| AGYS | AGILYSYS INC | $25.20万 | 0.00% | 3,542 | -592 | -14.3% | -$4.21万 | 减仓 |
| CIVB | CIVISTA BANCSHARES INC | $25.19万 | 0.00% | 11,053 | 1,027 | 10.2% | $2.34万 | 加仓 |
| SATL | SATELLOGIC INC | $25.15万 | 0.00% | 46,233 | -2,798 | -5.7% | -$1.52万 | 重新持有 |
| RGNX | REGENXBIO INC | $25.14万 | 0.00% | 30,001 | -3,020 | -9.1% | -$2.53万 | 减仓 |
| VCEL | VERICEL CORP | $25.02万 | 0.00% | 7,778 | 7,778 | — | $25.02万 | 新建仓 |
| BKU | BANKUNITED INC | $25.02万 | 0.00% | 5,539 | -784 | -12.4% | -$3.54万 | 减仓 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $25.01万 | 0.00% | 10,110 | -237 | -2.3% | -$5,863 | 减仓 |
| — | CARECLOUD INC | $25.00万 | 0.00% | 68,506 | 2,156 | 3.2% | $7,869 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $24.98万 | 0.00% | 14,609 | 14,609 | — | $24.98万 | 新建仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $24.95万 | 0.00% | 3,860 | 2 | 0.1% | $129 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.94万 | 0.00% | 8,580 | 8,580 | — | $24.94万 | 新建仓 |
| LQDH | ISHARES U S ETF TR | $24.90万 | 0.00% | 2,697 | 2,697 | — | $24.90万 | 新建仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $24.90万 | 0.00% | 2,864 | -195 | -6.4% | -$1.70万 | 减仓 |
| SLDB | SOLID BIOSCIENCES INC | $24.89万 | 0.00% | 34,566 | 9,677 | 38.9% | $6.97万 | 加仓 |
| TAFM | AB ACTIVE ETFS INC | $24.88万 | 0.00% | 9,835 | 9,835 | — | $24.88万 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $24.86万 | 0.00% | 17,883 | 17,883 | — | $24.86万 | 新建仓 |
| HOV | HOVNANIAN ENTERPRISES INC | $24.80万 | 0.00% | 2,236 | 2,236 | — | $24.80万 | 新建仓 |
| MFDX | PIMCO EQUITY SER | $24.80万 | 0.00% | 6,227 | 6,227 | — | $24.80万 | 新建仓 |
| ZBIO | ZENAS BIOPHARMA INC | $24.75万 | 0.00% | 12,658 | 385 | 3.1% | $7,527 | 加仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $24.74万 | 0.00% | 4,539 | 4,539 | — | $24.74万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC 看跌期权 | $24.70万 | 0.00% | 9,500 | 0 | 0.0% | — | 重新持有 |
| BXC | BLUELINX HLDGS INC | $24.67万 | 0.00% | 4,554 | 554 | 13.9% | $3.00万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $24.62万 | 0.00% | 52,608 | -356 | -0.7% | -$1,666 | 减仓 |
| ENVX | ENOVIX CORPORATION | $24.61万 | 0.00% | 47,508 | 5,090 | 12.0% | $2.64万 | 加仓 |
| PYPL | PAYPAL HLDGS INC 看涨期权 | $24.59万 | 0.00% | 45,000 | 45,000 | — | $24.59万 | 新建仓 |
| NTSK | NETSKOPE INC | $24.58万 | 0.00% | 28,952 | 28,952 | — | $24.58万 | 新建仓 |
| — | GABELLI HEALTHCARE & WELLNES | $24.57万 | 0.00% | 27,145 | 238 | 0.9% | $2,154 | 加仓 |
| — | PGIM ETF TR | $24.55万 | 0.00% | 4,862 | 4,862 | — | $24.55万 | 新建仓 |
| — | AKEBIA THREAPEUTICS INC | $24.54万 | 0.00% | 176,566 | 29,846 | 20.3% | $4.15万 | 加仓 |
| — | TALKSPACE INC | $24.54万 | 0.00% | 47,421 | 5,424 | 12.9% | $2.81万 | 加仓 |
| GO | GROCERY OUTLET HLDG CORP | $24.52万 | 0.00% | 34,781 | 11,564 | 49.8% | $8.15万 | 加仓 |
| — | CHAINCE DIGITAL HOLDINGS INC | $24.51万 | 0.00% | 61,593 | 22,457 | 57.4% | $8.94万 | 加仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $24.44万 | 0.00% | 3,959 | -12 | -0.3% | -$741 | 减仓 |
| ALX | ALEXANDERS INC | $24.41万 | 0.00% | 1,034 | -62 | -5.7% | -$1.46万 | 减仓 |
| — | ISHARES TR | $24.39万 | 0.00% | 6,330 | -23 | -0.4% | -$886 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.34万 | 0.00% | 7,270 | 7,270 | — | $24.34万 | 新建仓 |
| IDR | IDAHO STRATEGIC RESOURCES | $24.33万 | 0.00% | 7,576 | 85 | 1.1% | $2,730 | 加仓 |
| DBEU | DBX ETF TR | $24.19万 | 0.00% | 4,965 | 153 | 3.2% | $7,454 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $24.18万 | 0.00% | 14,318 | 14,318 | — | $24.18万 | 新建仓 |
| SLG | SL GREEN RLTY CORP | $24.15万 | 0.00% | 6,537 | 140 | 2.2% | $5,172 | 重新持有 |
| BBDC | BARINGS BDC INC | $24.12万 | 0.00% | 29,307 | 2,182 | 8.0% | $1.80万 | 加仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $24.10万 | 0.00% | 4,035 | 458 | 12.8% | $2.74万 | 加仓 |