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 |
|---|---|---|---|---|---|---|---|---|
| IRON | DISC MEDICINE INC | $24.10万 | 0.00% | 3,769 | -95 | -2.5% | -$6,074 | 减仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $24.09万 | 0.00% | 7,128 | 0 | 0.0% | — | 不变 |
| NXDR | NEXTDOOR HOLDINGS INC | $24.08万 | 0.00% | 171,982 | -106,500 | -38.2% | -$14.91万 | 减仓 |
| NG | NOVAGOLD RESOURCES INC | $24.06万 | 0.00% | 26,790 | -856 | -3.1% | -$7,687 | 减仓 |
| DIV | GLOBAL X FDS | $23.95万 | 0.00% | 12,672 | 337 | 2.7% | $6,369 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $23.79万 | 0.00% | 4,957 | 4,957 | — | $23.79万 | 新建仓 |
| — | GAMESTOP CORP NEW | $23.76万 | 0.00% | 61,556 | 61,556 | — | $23.76万 | 新建仓 |
| RODM | LATTICE STRATEGIES TR | $23.75万 | 0.00% | 6,026 | 6,026 | — | $23.75万 | 新建仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $23.75万 | 0.00% | 6,621 | 22 | 0.3% | $789 | 加仓 |
| HBCP | HOMEBANCORP INC | $23.75万 | 0.00% | 3,920 | 3,920 | — | $23.75万 | 新建仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $23.73万 | 0.00% | 9,006 | 9,006 | — | $23.73万 | 新建仓 |
| UA | UNDER ARMOUR INC | $23.72万 | 0.00% | 40,967 | -4,552 | -10.0% | -$2.64万 | 减仓 |
| — | INVESCO CALIF VALUE MUN INCO | $23.70万 | 0.00% | 22,704 | -705 | -3.0% | -$7,360 | 减仓 |
| DBJP | DBX ETF TR | $23.69万 | 0.00% | 2,345 | 0 | 0.0% | — | 不变 |
| RXST | RXSIGHT INC | $23.61万 | 0.00% | 38,325 | -69,512 | -64.5% | -$42.82万 | 减仓 |
| ARDT | ARDENT HEALTH INC | $23.61万 | 0.00% | 27,576 | 27,576 | — | $23.61万 | 新建仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $23.58万 | 0.00% | 13,383 | -10,734 | -44.5% | -$18.91万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $23.57万 | 0.00% | 4,496 | 4,496 | — | $23.57万 | 新建仓 |
| NGL | NGL ENERGY PARTNERS LP | $23.56万 | 0.00% | 19,106 | -3,999 | -17.3% | -$4.93万 | 减仓 |
| BBH | VANECK ETF TRUST | $23.52万 | 0.00% | 1,251 | -142 | -10.2% | -$2.67万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $23.52万 | 0.00% | 4,700 | 4,700 | — | $23.52万 | 新建仓 |
| ECH | ISHARES INC | $23.49万 | 0.00% | 5,907 | 216 | 3.8% | $8,589 | 加仓 |
| — | RGC RES INC | $23.45万 | 0.00% | 10,636 | 29 | 0.3% | $639 | 加仓 |
| CPS | COOPER-STANDARD HOLDINGS INC | $23.44万 | 0.00% | 8,409 | 8,409 | — | $23.44万 | 新建仓 |
| INMD | INMODE LTD | $23.37万 | 0.00% | 17,080 | -1,965 | -10.3% | -$2.69万 | 减仓 |
| MLPB | UBS AG LONDON BRANCH | $23.34万 | 0.00% | 8,041 | -706 | -8.1% | -$2.05万 | 减仓 |
| — | ISHARES TR | $23.34万 | 0.00% | 6,913 | 930 | 15.5% | $3.14万 | 加仓 |
| MTRX | MATRIX SVC CO | $23.32万 | 0.00% | 20,311 | -8,117 | -28.6% | -$9.32万 | 减仓 |
| SETM | SPROTT FDS TR | $23.24万 | 0.00% | 7,025 | 7,025 | — | $23.24万 | 新建仓 |
| PFLD | ETF SER SOLUTIONS | $23.23万 | 0.00% | 12,000 | -17 | -0.1% | -$329 | 减仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $23.10万 | 0.00% | 8,804 | 8,804 | — | $23.10万 | 新建仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $23.09万 | 0.00% | 19,402 | -5,500 | -22.1% | -$6.55万 | 减仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $23.05万 | 0.00% | 33,361 | 33,361 | — | $23.05万 | 新建仓 |
| IWX | ISHARES TR | $23.03万 | 0.00% | 2,485 | -352 | -12.4% | -$3.26万 | 减仓 |
| SCCR | SCHWAB STRATEGIC TR | $22.94万 | 0.00% | 8,921 | 8,921 | — | $22.94万 | 新建仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $22.94万 | 0.00% | 20,173 | 5,292 | 35.6% | $6.02万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.89万 | 0.00% | 6,858 | 6,858 | — | $22.89万 | 新建仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $22.88万 | 0.00% | 27,498 | -948 | -3.3% | -$7,887 | 减仓 |
| VITL | VITAL FARMS INC | $22.87万 | 0.00% | 16,195 | 10,686 | 194.0% | $15.09万 | 重新持有 |
| ASC | ARDMORE SHIPPING CORP | $22.86万 | 0.00% | 14,987 | -6,736 | -31.0% | -$10.27万 | 减仓 |
| CARS | CARS COM INC | $22.85万 | 0.00% | 28,141 | -42,337 | -60.1% | -$34.38万 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $22.85万 | 0.00% | 4,101 | 4,101 | — | $22.85万 | 新建仓 |
| SFY | TIDAL TRUST I | $22.84万 | 0.00% | 1,830 | 0 | 0.0% | — | 不变 |
| LDP | COHEN & STEERS LTD DURATION | $22.77万 | 0.00% | 11,400 | 0 | 0.0% | — | 不变 |
| — | DIAMEDICA THERAPEUTICS INC | $22.75万 | 0.00% | 33,599 | -25,256 | -42.9% | -$17.10万 | 减仓 |
| — | WHITESTONE REIT | $22.71万 | 0.00% | 14,061 | 1,111 | 8.6% | $1.79万 | 加仓 |
| TECB | ISHARES TR | $22.71万 | 0.00% | 4,093 | -616 | -13.1% | -$3.42万 | 减仓 |
| NVCR | NOVOCURE LTD | $22.61万 | 0.00% | 20,743 | 5,219 | 33.6% | $5.69万 | 加仓 |
| — | ACV AUCTIONS INC | $22.59万 | 0.00% | 53,271 | 15,146 | 39.7% | $6.42万 | 加仓 |
| FLGT | FULGENT GENETICS INC | $22.57万 | 0.00% | 14,192 | -39,543 | -73.6% | -$62.87万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $22.55万 | 0.00% | 4,520 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $22.35万 | 0.00% | 56,584 | -2,353 | -4.0% | -$9,294 | 减仓 |
| BTE | BAYTEX ENERGY CORP | $22.35万 | 0.00% | 50,002 | 1,000 | 2.0% | $4,470 | 加仓 |
| BLSH | BULLISH | $22.32万 | 0.00% | 6,246 | 6,246 | — | $22.32万 | 新建仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $22.30万 | 0.00% | 6,425 | 6,425 | — | $22.30万 | 新建仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $22.29万 | 0.00% | 9,820 | 691 | 7.6% | $1.57万 | 加仓 |
| LQDT | LIQUIDITY SVCS INC | $22.26万 | 0.00% | 7,283 | -39 | -0.5% | -$1,192 | 减仓 |
| PLTK | PLAYTIKA HLDG CORP | $22.26万 | 0.00% | 80,062 | -122,787 | -60.5% | -$34.13万 | 减仓 |
| OMER | OMEROS CORP | $22.23万 | 0.00% | 21,047 | 4,131 | 24.4% | $4.36万 | 加仓 |
| WTBA | WEST BANCORPORATION INC | $22.19万 | 0.00% | 9,326 | 9,326 | — | $22.19万 | 新建仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $22.18万 | 0.00% | 2,734 | 2,734 | — | $22.18万 | 新建仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $22.13万 | 0.00% | 33,637 | -13,379 | -28.5% | -$8.80万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $22.00万 | 0.00% | 5,273 | 5,273 | — | $22.00万 | 新建仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $21.98万 | 0.00% | 9,938 | 9,938 | — | $21.98万 | 新建仓 |
| — | CALAMOS ETF TR | $21.97万 | 0.00% | 8,085 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $21.95万 | 0.00% | 8,029 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $21.94万 | 0.00% | 6,593 | 400 | 6.5% | $1.33万 | 加仓 |
| URNM | SPROTT FDS TR | $21.86万 | 0.00% | 3,462 | 3,462 | — | $21.86万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $21.77万 | 0.00% | 6,009 | 6,009 | — | $21.77万 | 新建仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $21.73万 | 0.00% | 46,039 | 24,509 | 113.8% | $11.57万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $21.70万 | 0.00% | 13,074 | -662 | -4.8% | -$1.10万 | 减仓 |
| — | PRIMEENERGY RESOURCES CORP | $21.68万 | 0.00% | 931 | 931 | — | $21.68万 | 新建仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $21.63万 | 0.00% | 9,671 | 157 | 1.7% | $3,511 | 加仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $21.61万 | 0.00% | 91,170 | 17,092 | 23.1% | $4.05万 | 加仓 |
| UNTY | UNITY BANCORP INC | $21.60万 | 0.00% | 4,168 | -87 | -2.0% | -$4,509 | 减仓 |
| TRST | TRUSTCO BK CORP N Y | $21.57万 | 0.00% | 4,927 | -398 | -7.5% | -$1.74万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $21.56万 | 0.00% | 3,933 | 75 | 1.9% | $4,111 | 加仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $21.56万 | 0.00% | 37,950 | -15,254 | -28.7% | -$8.66万 | 减仓 |
| HYLB | DBX ETF TR | $21.52万 | 0.00% | 5,952 | -1,039 | -14.9% | -$3.76万 | 减仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $21.50万 | 0.00% | 4,286 | 4,286 | — | $21.50万 | 新建仓 |
| CORP | PIMCO ETF TR | $21.49万 | 0.00% | 2,220 | 0 | 0.0% | — | 不变 |
| SFIX | STITCH FIX INC | $21.41万 | 0.00% | 64,668 | 34,082 | 111.4% | $11.28万 | 加仓 |
| GLNG | GOLAR LNG LTD | $21.37万 | 0.00% | 3,950 | 3,950 | — | $21.37万 | 新建仓 |
| REZ | ISHARES TR | $21.36万 | 0.00% | 2,567 | -112 | -4.2% | -$9,320 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $21.26万 | 0.00% | 20,481 | 3,149 | 18.2% | $3.27万 | 加仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $21.25万 | 0.00% | 6,730 | 6,730 | — | $21.25万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $21.06万 | 0.00% | 42,452 | -3,572 | -7.8% | -$1.77万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $21.05万 | 0.00% | 30,644 | 2,878 | 10.4% | $1.98万 | 加仓 |
| QUS | SPDR SERIES TRUST | $21.03万 | 0.00% | 1,225 | 1,225 | — | $21.03万 | 新建仓 |
| FBP | FIRST BANCORP CORPORATION | $21.02万 | 0.00% | 9,843 | -327 | -3.2% | -$6,985 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $21.02万 | 0.00% | 3,848 | 0 | 0.0% | — | 不变 |
| KEP | KOREA ELEC PWR CORP | $20.99万 | 0.00% | 14,727 | -277 | -1.8% | -$3,947 | 减仓 |
| BSRR | SIERRA BANCORP | $20.97万 | 0.00% | 6,183 | 6,183 | — | $20.97万 | 新建仓 |
| — | UNITED STS 12 MONTH OIL FD L | $20.97万 | 0.00% | 4,350 | 4,350 | — | $20.97万 | 新建仓 |
| — | BANK MONTREAL MEDIUM | $20.96万 | 0.00% | 3,517 | 495 | 16.4% | $2.95万 | 加仓 |
| ABFL | ABACUS FCF ETF TR | $20.96万 | 0.00% | 2,946 | 2,946 | — | $20.96万 | 新建仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $20.91万 | 0.00% | 14,801 | 218 | 1.5% | $3,080 | 加仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $20.86万 | 0.00% | 16,466 | 1,692 | 11.5% | $2.14万 | 加仓 |
| SITC | SITE CTRS CORP | $20.85万 | 0.00% | 38,614 | -14,892 | -27.8% | -$8.04万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $20.85万 | 0.00% | 1,077 | 1,077 | — | $20.85万 | 新建仓 |