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 |
|---|---|---|---|---|---|---|---|---|
| CVI | CVR ENERGY INC | $33.08万 | 0.00% | 12,011 | 3,975 | 49.5% | $10.95万 | 加仓 |
| SBGI | SINCLAIR INC | $32.83万 | 0.00% | 23,040 | 10,867 | 89.3% | $15.49万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $32.82万 | 0.00% | 5,618 | -334 | -5.6% | -$1.95万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $32.77万 | 0.00% | 27,036 | 9,887 | 57.7% | $11.98万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $32.76万 | 0.00% | 14,906 | 239 | 1.6% | $5,253 | 加仓 |
| MFDX | PIMCO EQUITY SER | $32.76万 | 0.00% | 7,868 | 1,641 | 26.4% | $6.83万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $32.66万 | 0.00% | 4,722 | -120 | -2.5% | -$8,300 | 减仓 |
| CSTL | CASTLE BIOSCIENCES INC | $32.63万 | 0.00% | 13,681 | 1,202 | 9.6% | $2.87万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $32.49万 | 0.00% | 6,906 | 6,906 | — | $32.49万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $32.45万 | 0.00% | 3,197 | 7 | 0.2% | $711 | 加仓 |
| WU | WESTERN UN CO | $32.41万 | 0.00% | 42,093 | 8,276 | 24.5% | $6.37万 | 加仓 |
| OFG | OFG BANCORP | $32.41万 | 0.00% | 6,604 | 6,604 | — | $32.41万 | 新建仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $32.38万 | 0.00% | 29,903 | 13,437 | 81.6% | $14.55万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $32.12万 | 0.00% | 25,171 | -16,408 | -39.5% | -$20.94万 | 减仓 |
| CTGO | CONTANGO SILVER & GOLD INC | $32.10万 | 0.00% | 20,329 | 12,616 | 163.6% | $19.92万 | 重新持有 |
| — | ZACKS TRUST | $32.08万 | 0.00% | 10,095 | -1,133 | -10.1% | -$3.60万 | 减仓 |
| ZIP | ZIPRECRUITER INC | $31.88万 | 0.00% | 85,026 | 32,568 | 62.1% | $12.21万 | 加仓 |
| — | ISHARES TR | $31.88万 | 0.00% | 3,751 | 5 | 0.1% | $425 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $31.86万 | 0.00% | 7,400 | 0 | 0.0% | — | 不变 |
| BLND | BLEND LABS INC | $31.75万 | 0.00% | 185,690 | -8,256 | -4.3% | -$1.41万 | 减仓 |
| TK | TEEKAY CORPORATION LTD | $31.69万 | 0.00% | 31,692 | 1,311 | 4.3% | $1.31万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $31.51万 | 0.00% | 37,334 | 9,836 | 35.8% | $8.30万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $31.50万 | 0.00% | 12,151 | 1,767 | 17.0% | $4.58万 | 加仓 |
| BNTX | BIONTECH SE | $31.46万 | 0.00% | 3,381 | -251 | -6.9% | -$2.34万 | 减仓 |
| UIS | UNISYS CORP | $31.43万 | 0.00% | 85,878 | 33,164 | 62.9% | $12.14万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $31.42万 | 0.00% | 6,222 | -804 | -11.4% | -$4.06万 | 减仓 |
| PLBC | PLUMAS BANCORP | $31.39万 | 0.00% | 5,372 | 5,372 | — | $31.39万 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $31.22万 | 0.00% | 26,914 | 8,551 | 46.6% | $9.92万 | 加仓 |
| FVCB | FVCBANKCORP INC | $31.14万 | 0.00% | 17,794 | 4,273 | 31.6% | $7.48万 | 加仓 |
| ARTNA | ARTESIAN RES CORP | $31.13万 | 0.00% | 9,158 | 9,158 | — | $31.13万 | 新建仓 |
| TAXF | AMERICAN CENTY ETF TR | $31.10万 | 0.00% | 6,117 | 1,417 | 30.1% | $7.20万 | 加仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $31.09万 | 0.00% | 93,089 | -15,979 | -14.7% | -$5.34万 | 减仓 |
| — | ISHARES TR | $31.06万 | 0.00% | 11,829 | 3 | 0.0% | $79 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $31.04万 | 0.00% | 17,132 | -28,224 | -62.2% | -$51.14万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $31.02万 | 0.00% | 8,250 | 1,199 | 17.0% | $4.51万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $30.96万 | 0.00% | 11,825 | 525 | 4.6% | $1.37万 | 加仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $30.93万 | 0.00% | 55,837 | 55,837 | — | $30.93万 | 新建仓 |
| BTBT | BIT DIGITAL INC | $30.93万 | 0.00% | 171,807 | 13,324 | 8.4% | $2.40万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $30.91万 | 0.00% | 24,002 | -2,688 | -10.1% | -$3.46万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $30.82万 | 0.00% | 9,054 | 1,052 | 13.1% | $3.58万 | 加仓 |
| — | BIOLIFE SOLUTIONS INC | $30.82万 | 0.00% | 10,913 | 10,913 | — | $30.82万 | 新建仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $30.81万 | 0.00% | 15,156 | 15,156 | — | $30.81万 | 新建仓 |
| TECX | TECTONIC THERAPEUTIC INC | $30.80万 | 0.00% | 8,961 | -3,485 | -28.0% | -$11.98万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $30.75万 | 0.00% | 6,161 | -7,691 | -55.5% | -$38.39万 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $30.72万 | 0.00% | 29,062 | 8,581 | 41.9% | $9.07万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $30.64万 | 0.00% | 2,499 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $30.60万 | 0.00% | 2,584 | -199 | -7.2% | -$2.36万 | 减仓 |
| NTSX | WISDOMTREE TR | $30.55万 | 0.00% | 5,174 | -707 | -12.0% | -$4.17万 | 减仓 |
| IXG | ISHARES TR | $30.39万 | 0.00% | 2,440 | -1,855 | -43.2% | -$23.10万 | 减仓 |
| ARKG | ARK ETF TR | $30.38万 | 0.00% | 7,222 | -534 | -6.9% | -$2.25万 | 减仓 |
| ASHR | DBX ETF TR | $30.38万 | 0.00% | 8,286 | 64 | 0.8% | $2,346 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $30.33万 | 0.00% | 27,597 | 0 | 0.0% | — | 不变 |
| NXDR | NEXTDOOR HOLDINGS INC | $30.32万 | 0.00% | 133,551 | -38,431 | -22.3% | -$8.72万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $30.26万 | 0.00% | 5,774 | -23 | -0.4% | -$1,205 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $30.25万 | 0.00% | 14,848 | 583 | 4.1% | $1.19万 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $30.20万 | 0.00% | 11,442 | -1,935 | -14.5% | -$5.11万 | 减仓 |
| BKU | BANKUNITED INC | $30.19万 | 0.00% | 6,230 | 691 | 12.5% | $3.35万 | 加仓 |
| EUSA | ISHARES INC | $30.15万 | 0.00% | 2,640 | 593 | 29.0% | $6.77万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $29.98万 | 0.00% | 12,682 | 12,682 | — | $29.98万 | 新建仓 |
| IYM | ISHARES TR | $29.96万 | 0.00% | 1,669 | -32 | -1.9% | -$5,745 | 减仓 |
| LQDT | LIQUIDITY SVCS INC | $29.94万 | 0.00% | 7,654 | 371 | 5.1% | $1.45万 | 加仓 |
| EMNT | PIMCO ETF TR | $29.91万 | 0.00% | 3,023 | -543 | -15.2% | -$5.37万 | 减仓 |
| IAK | ISHARES TR | $29.90万 | 0.00% | 2,127 | -2 | -0.1% | -$281 | 减仓 |
| CMDY | ISHARES U S ETF TR | $29.90万 | 0.00% | 5,414 | 5,414 | — | $29.90万 | 新建仓 |
| TECB | ISHARES TR | $29.83万 | 0.00% | 4,158 | 65 | 1.6% | $4,663 | 加仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $29.81万 | 0.00% | 62,111 | 1,994 | 3.3% | $9,571 | 加仓 |
| — | CALAMOS ETF TR | $29.80万 | 0.00% | 10,647 | 0 | 0.0% | — | 不变 |
| ZBIO | ZENAS BIOPHARMA INC | $29.75万 | 0.00% | 11,723 | -935 | -7.4% | -$2.37万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $29.69万 | 0.00% | 8,926 | -8,441 | -48.6% | -$28.08万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $29.69万 | 0.00% | 5,580 | 25 | 0.5% | $1,330 | 加仓 |
| IBMO | ISHARES TR | $29.65万 | 0.00% | 11,563 | -7,979 | -40.8% | -$20.46万 | 减仓 |
| — | ISHARES TR | $29.62万 | 0.00% | 3,923 | 0 | 0.0% | — | 不变 |
| DIV | GLOBAL X FDS | $29.59万 | 0.00% | 15,532 | 2,860 | 22.6% | $5.45万 | 加仓 |
| — | PROSHARES TR | $29.58万 | 0.00% | 5,201 | 5,201 | — | $29.58万 | 新建仓 |
| GOLD | GOLD COM INC | $29.57万 | 0.00% | 7,106 | 1,908 | 36.7% | $7.94万 | 加仓 |
| — | ALIGHT INC | $29.51万 | 0.00% | 526,964 | 293,669 | 125.9% | $16.45万 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $29.51万 | 0.00% | 24,798 | -117 | -0.5% | -$1,392 | 减仓 |
| SVV | SAVERS VALUE VLG INC | $29.45万 | 0.00% | 29,190 | 16,956 | 138.6% | $17.11万 | 加仓 |
| FATE | FATE THERAPEUTICS INC | $29.42万 | 0.00% | 108,980 | 59,555 | 120.5% | $16.08万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $29.41万 | 0.00% | 3,163 | -1,030 | -24.6% | -$9.58万 | 减仓 |
| ROOT | ROOT INC | $29.38万 | 0.00% | 5,254 | 5,254 | — | $29.38万 | 新建仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $29.36万 | 0.00% | 12,352 | 2,414 | 24.3% | $5.74万 | 加仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $29.35万 | 0.00% | 21,051 | 9,797 | 87.1% | $13.66万 | 加仓 |
| — | WISDOMTREE TR | $29.34万 | 0.00% | 5,211 | -70 | -1.3% | -$3,941 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $29.33万 | 0.00% | 9,733 | -1,728 | -15.1% | -$5.21万 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $29.33万 | 0.00% | 10,254 | 10,254 | — | $29.33万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $29.27万 | 0.00% | 87,500 | 5,400 | 6.6% | $1.81万 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $29.25万 | 0.00% | 5,283 | -2,143 | -28.9% | -$11.87万 | 减仓 |
| — | RBB FD INC | $29.22万 | 0.00% | 8,087 | -1,000 | -11.0% | -$3.61万 | 减仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $29.22万 | 0.00% | 19,865 | -1,932 | -8.9% | -$2.84万 | 减仓 |
| BILL | BILL HOLDINGS INC | $29.21万 | 0.00% | 8,078 | -13,295 | -62.2% | -$48.07万 | 减仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $29.17万 | 0.00% | 8,044 | 1,065 | 15.3% | $3.86万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $29.11万 | 0.00% | 5,239 | 5,239 | — | $29.11万 | 新建仓 |
| ARVN | ARVINAS INC | $29.11万 | 0.00% | 35,029 | -23,091 | -39.7% | -$19.19万 | 减仓 |
| MPTI | M-TRON INDS INC | $29.02万 | 0.00% | 2,927 | 2,927 | — | $29.02万 | 新建仓 |
| BGS | B & G FOODS INC | $29.00万 | 0.00% | 72,858 | -304,797 | -80.7% | -$121.31万 | 减仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $28.98万 | 0.00% | 35,737 | 12,624 | 54.6% | $10.24万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $28.94万 | 0.00% | 27,965 | -2,059 | -6.9% | -$2.13万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $28.88万 | 0.00% | 9,954 | -2,977 | -23.0% | -$8.64万 | 减仓 |
| SMOT | VANECK ETF TRUST | $28.83万 | 0.00% | 7,418 | 29 | 0.4% | $1,127 | 加仓 |