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 |
|---|---|---|---|---|---|---|---|---|
| GOLD | GOLD COM INC | $20.83万 | 0.00% | 5,198 | 5,198 | — | $20.83万 | 新建仓 |
| EUSA | ISHARES INC | $20.83万 | 0.00% | 2,047 | 0 | 0.0% | — | 不变 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $20.82万 | 0.00% | 16,794 | 5,084 | 43.4% | $6.30万 | 加仓 |
| BTBT | BIT DIGITAL INC | $20.76万 | 0.00% | 158,483 | -47,297 | -23.0% | -$6.20万 | 减仓 |
| URTH | ISHARES INC | $20.74万 | 0.00% | 1,152 | -221 | -16.1% | -$3.98万 | 重新持有 |
| KTF | DWS MUN INCOME TR | $20.72万 | 0.00% | 22,771 | -349 | -1.5% | -$3,176 | 减仓 |
| — | CION INVT CORP | $20.68万 | 0.00% | 30,237 | 9,317 | 44.5% | $6.37万 | 加仓 |
| BGIG | ETF SER SOLUTIONS | $20.68万 | 0.00% | 6,218 | 6,218 | — | $20.68万 | 新建仓 |
| — | CENTRAIS ELET BRAS SA | $20.67万 | 0.00% | 18,930 | 1,051 | 5.9% | $1.15万 | 加仓 |
| — | GLOBAL X FDS | $20.67万 | 0.00% | 4,974 | 4,974 | — | $20.67万 | 新建仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $20.62万 | 0.00% | 5,673 | 29 | 0.5% | $1,054 | 加仓 |
| SSP | SCRIPPS E W CO OHIO | $20.61万 | 0.00% | 55,399 | -2,699 | -4.6% | -$1.00万 | 减仓 |
| CRTO | CRITEO S A | $20.58万 | 0.00% | 11,476 | 11,476 | — | $20.58万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $20.57万 | 0.00% | 34,008 | 5,273 | 18.4% | $3.19万 | 加仓 |
| FVCB | FVCBANKCORP INC | $20.54万 | 0.00% | 13,521 | 13,521 | — | $20.54万 | 新建仓 |
| WKC | WORLD KINECT CORPORATION | $20.52万 | 0.00% | 8,896 | -987 | -10.0% | -$2.28万 | 减仓 |
| ARKG | ARK ETF TR | $20.49万 | 0.00% | 7,756 | -2,910 | -27.3% | -$7.69万 | 减仓 |
| OVL | LISTED FDS TR | $20.49万 | 0.00% | 4,073 | -49 | -1.2% | -$2,465 | 减仓 |
| SAIL | SAILPOINT INC | $20.47万 | 0.00% | 15,457 | 15,457 | — | $20.47万 | 新建仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $20.46万 | 0.00% | 7,862 | 7,862 | — | $20.46万 | 新建仓 |
| — | ISHARES TR | $20.31万 | 0.00% | 5,545 | 5,545 | — | $20.31万 | 新建仓 |
| DJP | BARCLAYS BANK PLC | $20.30万 | 0.00% | 4,217 | 4,217 | — | $20.30万 | 新建仓 |
| DOO | BRP INC | $20.30万 | 0.00% | 2,827 | -789 | -21.8% | -$5.67万 | 重新持有 |
| EVLN | MORGAN STANLEY ETF TRUST | $20.18万 | 0.00% | 4,189 | -2,572 | -38.0% | -$12.39万 | 减仓 |
| BULL | WEBULL CORP | $20.18万 | 0.00% | 42,046 | 32,046 | 320.5% | $15.38万 | 加仓 |
| GPGI | GPGI INC | $20.18万 | 0.00% | 11,801 | 11,801 | — | $20.18万 | 新建仓 |
| OPK | OPKO HEALTH INC | $20.18万 | 0.00% | 176,985 | 118,924 | 204.8% | $13.56万 | 加仓 |
| GOOG | ALPHABET INC 看涨期权 | $20.17万 | 0.00% | 1,100 | 1,100 | — | $20.17万 | 新建仓 |
| — | SPROTT FDS TR | $20.16万 | 0.00% | 3,407 | 3,407 | — | $20.16万 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $20.16万 | 0.00% | 18,363 | -7,021 | -27.7% | -$7.71万 | 减仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $20.11万 | 0.00% | 5,712 | 5,712 | — | $20.11万 | 新建仓 |
| — | RBB FD INC | $20.10万 | 0.00% | 3,986 | 0 | 0.0% | — | 不变 |
| MCS | MARCUS CORP DEL | $20.09万 | 0.00% | 11,699 | -3,452 | -22.8% | -$5.93万 | 减仓 |
| ASTH | ASTRANA HEALTH INC | $20.07万 | 0.00% | 8,185 | -123 | -1.5% | -$3,016 | 减仓 |
| GFLW | VICTORY PORTFOLIOS II | $20.06万 | 0.00% | 7,629 | 67 | 0.9% | $1,762 | 加仓 |
| WVE | WAVE LIFE SCIENCES LTD | $19.99万 | 0.00% | 27,574 | 9,453 | 52.2% | $6.85万 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $19.93万 | 0.00% | 49,341 | 13,183 | 36.5% | $5.33万 | 加仓 |
| PSBD | PALMER SQUARE CAPITAL BDC IN | $19.82万 | 0.00% | 20,287 | -32 | -0.2% | -$313 | 减仓 |
| ESRT | EMPIRE ST RLTY TR INC | $19.78万 | 0.00% | 38,042 | 22,577 | 146.0% | $11.74万 | 加仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $19.78万 | 0.00% | 14,565 | 1,511 | 11.6% | $2.05万 | 加仓 |
| PBI | PITNEY BOWES INC | $19.72万 | 0.00% | 17,850 | 142 | 0.8% | $1,569 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $19.72万 | 0.00% | 17,149 | 2,562 | 17.6% | $2.95万 | 加仓 |
| XNCR | XENCOR INC | $19.68万 | 0.00% | 16,322 | -1,469 | -8.3% | -$1.77万 | 减仓 |
| KROS | KEROS THERAPEUTICS INC | $19.66万 | 0.00% | 17,807 | -5,324 | -23.0% | -$5.88万 | 减仓 |
| SPRY | ARS PHARMACEUTICALS INC | $19.49万 | 0.00% | 24,273 | -1,055 | -4.2% | -$8,472 | 减仓 |
| — | EATON VANCE NATL MUN OPPORT | $19.49万 | 0.00% | 11,382 | 0 | 0.0% | — | 不变 |
| EGHT | 8X8 INC NEW | $19.46万 | 0.00% | 117,223 | 69,146 | 143.8% | $11.48万 | 加仓 |
| CBLL | CERIBELL INC | $19.45万 | 0.00% | 10,609 | 101 | 1.0% | $1,851 | 加仓 |
| ELE | ELEMENTAL RTY CORP | $19.38万 | 0.00% | 10,285 | 10,285 | — | $19.38万 | 新建仓 |
| — | LINKBANCORP INC | $19.33万 | 0.00% | 23,176 | 23,176 | — | $19.33万 | 新建仓 |
| CMBT | CMB.TECH NV | $19.32万 | 0.00% | 15,273 | -2,791 | -15.5% | -$3.53万 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $19.26万 | 0.00% | 17,481 | 3,812 | 27.9% | $4.20万 | 加仓 |
| URGN | UROGEN PHARMA LTD | $19.20万 | 0.00% | 10,676 | 100 | 0.9% | $1,798 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $19.07万 | 0.00% | 12,615 | 400 | 3.3% | $6,048 | 加仓 |
| MFA | MFA FINL INC | $18.99万 | 0.00% | 19,819 | -1,666 | -7.8% | -$1.60万 | 减仓 |
| QUBT | QUANTUM COMPUTING INC | $18.84万 | 0.00% | 27,501 | 9,837 | 55.7% | $6.74万 | 加仓 |
| — | GLADSTONE INVT CORP | $18.81万 | 0.00% | 13,246 | 13,246 | — | $18.81万 | 新建仓 |
| VNM | VANECK ETF TRUST | $18.81万 | 0.00% | 10,866 | 430 | 4.1% | $7,443 | 加仓 |
| METC | RAMACO RES INC | $18.66万 | 0.00% | 12,072 | 992 | 9.0% | $1.53万 | 加仓 |
| MAX | MEDIAALPHA INC | $18.55万 | 0.00% | 19,946 | -5,326 | -21.1% | -$4.95万 | 减仓 |
| CRMD | CORMEDIX INC | $18.52万 | 0.00% | 27,276 | -9,468 | -25.8% | -$6.43万 | 减仓 |
| SPIR | SPIRE GLOBAL INC | $18.43万 | 0.00% | 14,654 | 14,654 | — | $18.43万 | 新建仓 |
| SAFE | SAFEHOLD INC | $18.39万 | 0.00% | 13,594 | 3,407 | 33.4% | $4.61万 | 加仓 |
| — | SUMMIT ST BK SANTA ROSA CALI | $18.38万 | 0.00% | 13,750 | 0 | 0.0% | — | 不变 |
| ASPI | ASP ISOTOPES INC | $18.38万 | 0.00% | 41,580 | 31,151 | 298.7% | $13.77万 | 加仓 |
| — | NI HLDGS INC | $18.36万 | 0.00% | 14,242 | 3 | 0.0% | $39 | 加仓 |
| FTMH | PUTNAM ETF TRUST | $18.19万 | 0.00% | 15,777 | 70 | 0.4% | $807 | 加仓 |
| — | BRASKEM SA | $18.16万 | 0.00% | 49,616 | 2,146 | 4.5% | $7,854 | 加仓 |
| — | MESOBLAST LTD | $18.15万 | 0.00% | 11,800 | -959 | -7.5% | -$1.47万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $18.13万 | 0.00% | 17,170 | -2,770 | -13.9% | -$2.93万 | 减仓 |
| CWH | CAMPING WORLD HLDGS INC | $18.03万 | 0.00% | 26,399 | 26,399 | — | $18.03万 | 新建仓 |
| — | BITFARMS LTD | $17.87万 | 0.00% | 91,666 | 3,249 | 3.7% | $6,336 | 加仓 |
| SANA | SANA BIOTECHNOLOGY INC | $17.78万 | 0.00% | 61,736 | 837 | 1.4% | $2,411 | 加仓 |
| ABX | ABACUS GLOBAL MGMT INC | $17.48万 | 0.00% | 22,185 | 4,541 | 25.7% | $3.58万 | 加仓 |
| MOMO | HELLO GROUP INC | $17.46万 | 0.00% | 30,307 | -27,343 | -47.4% | -$15.75万 | 减仓 |
| FRMI | FERMI INC | $17.44万 | 0.00% | 29,870 | 16,407 | 121.9% | $9.58万 | 加仓 |
| SERV | SERVE ROBOTICS INC | $17.44万 | 0.00% | 20,659 | 2,340 | 12.8% | $1.97万 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $17.35万 | 0.00% | 20,363 | -372 | -1.8% | -$3,169 | 减仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $17.34万 | 0.00% | 10,835 | -548 | -4.8% | -$8,768 | 减仓 |
| FINV | FINVOLUTION GROUP | $17.31万 | 0.00% | 36,144 | -7,213 | -16.6% | -$3.46万 | 减仓 |
| FRST | PRIMIS FINANCIAL CORP | $17.26万 | 0.00% | 12,994 | 12,994 | — | $17.26万 | 新建仓 |
| — | LANDS END INC NEW | $17.22万 | 0.00% | 15,324 | -10,995 | -41.8% | -$12.36万 | 减仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $17.21万 | 0.00% | 24,935 | -867 | -3.4% | -$5,982 | 减仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $17.17万 | 0.00% | 69,248 | 10,225 | 17.3% | $2.54万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $17.17万 | 0.00% | 10,430 | 10,430 | — | $17.17万 | 新建仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $17.16万 | 0.00% | 40,571 | 40,571 | — | $17.16万 | 新建仓 |
| — | TILRAY BRANDS INC | $17.15万 | 0.00% | 26,511 | 11,144 | 72.5% | $7.21万 | 加仓 |
| YEXT | YEXT INC | $17.15万 | 0.00% | 44,663 | 31,507 | 239.5% | $12.10万 | 加仓 |
| JRVR | JAMES RIV GROUP HOLDINGS INC | $17.09万 | 0.00% | 27,121 | 16,888 | 165.0% | $10.64万 | 加仓 |
| — | VENU HLDG CORP | $17.06万 | 0.00% | 51,548 | 51,548 | — | $17.06万 | 新建仓 |
| — | NUVEEN NY AMT FREE | $16.99万 | 0.00% | 16,639 | 5,358 | 47.5% | $5.47万 | 加仓 |
| GROY | GOLD ROYALTY CORP | $16.99万 | 0.00% | 47,446 | 29,900 | 170.4% | $10.70万 | 加仓 |
| TWI | TITAN INTL INC ILL | $16.72万 | 0.00% | 24,198 | 5,297 | 28.0% | $3.66万 | 加仓 |
| GRFS | GRIFOLS S A | $16.48万 | 0.00% | 20,554 | -127 | -0.6% | -$1,019 | 减仓 |
| — | DATAVAULT AI INC | $16.47万 | 0.00% | 266,320 | 152,133 | 133.2% | $9.41万 | 加仓 |
| UNIT | UNITI GROUP LLC | $16.38万 | 0.00% | 17,459 | 1,755 | 11.2% | $1.65万 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $16.38万 | 0.00% | 17,458 | -1,201 | -6.4% | -$1.13万 | 减仓 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $16.05万 | 0.00% | 22,666 | 3,582 | 18.8% | $2.54万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $16.04万 | 0.00% | 82,100 | -115,400 | -58.4% | -$22.54万 | 减仓 |
| TV | GRUPO TELEVISA S A B | $15.82万 | 0.00% | 54,356 | 8,426 | 18.3% | $2.45万 | 加仓 |