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 |
|---|---|---|---|---|---|---|---|---|
| SGRY | SURGERY PARTNERS INC | $15.80万 | 0.00% | 13,253 | -5,962 | -31.0% | -$7.11万 | 重新持有 |
| ADAM | ADAMAS TRUST INC. | $15.80万 | 0.00% | 21,462 | 2,910 | 15.7% | $2.14万 | 加仓 |
| SBGI | SINCLAIR INC | $15.75万 | 0.00% | 12,173 | 15 | 0.1% | $194 | 加仓 |
| — | DIGIMARC CORP NEW | $15.65万 | 0.00% | 31,879 | 6,094 | 23.6% | $2.99万 | 加仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $15.47万 | 0.00% | 12,245 | 12,245 | — | $15.47万 | 新建仓 |
| CADL | CANDEL THERAPEUTICS INC | $15.38万 | 0.00% | 31,398 | 31,398 | — | $15.38万 | 新建仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $15.37万 | 0.00% | 44,051 | 2,207 | 5.3% | $7,702 | 加仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $15.27万 | 0.00% | 155,870 | 104,304 | 202.3% | $10.22万 | 重新持有 |
| RYAM | RAYONIER ADVANCED MATLS INC | $15.24万 | 0.00% | 13,769 | 13,769 | — | $15.24万 | 新建仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $15.23万 | 0.00% | 37,593 | -6,045 | -13.9% | -$2.45万 | 减仓 |
| — | VIRTUS TOTAL RETURN FD INC | $15.22万 | 0.00% | 22,992 | -1,216 | -5.0% | -$8,050 | 减仓 |
| CERS | CERUS CORP | $15.17万 | 0.00% | 83,376 | 47,862 | 134.8% | $8.71万 | 加仓 |
| NCMI | NATIONAL CINEMEDIA INC | $15.14万 | 0.00% | 49,645 | -44,816 | -47.4% | -$13.67万 | 减仓 |
| — | CROSS CTRY HEALTHCARE INC | $14.86万 | 0.00% | 15,806 | -9,179 | -36.7% | -$8.63万 | 减仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $14.85万 | 0.00% | 16,485 | -1,063 | -6.1% | -$9,578 | 减仓 |
| HLIT | HARMONIC INC | $14.85万 | 0.00% | 16,538 | -16,385 | -49.8% | -$14.71万 | 减仓 |
| LCID | LUCID GROUP INC | $14.85万 | 0.00% | 15,582 | 2,514 | 19.2% | $2.40万 | 加仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $14.77万 | 0.00% | 23,113 | 23,113 | — | $14.77万 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC | $14.66万 | 0.00% | 11,136 | 11,136 | — | $14.66万 | 新建仓 |
| RLX | RLX TECHNOLOGY INC | $14.61万 | 0.00% | 66,409 | -1,426 | -2.1% | -$3,137 | 减仓 |
| TDUP | THREDUP INC | $14.59万 | 0.00% | 44,474 | 44,474 | — | $14.59万 | 新建仓 |
| — | HANCOCK JOHN PREM DIVID FD | $14.54万 | 0.00% | 11,101 | -358 | -3.1% | -$4,690 | 减仓 |
| AEF | ABRDN EMERGING MARKETS EX CH | $14.51万 | 0.00% | 19,910 | 8,177 | 69.7% | $5.96万 | 加仓 |
| STGW | STAGWELL INC | $14.47万 | 0.00% | 23,009 | -11,109 | -32.6% | -$6.99万 | 减仓 |
| — | CANTALOUPE INC | $14.35万 | 0.00% | 13,279 | -15 | -0.1% | -$162 | 减仓 |
| SB | SAFE BULKERS INC | $14.33万 | 0.00% | 22,643 | 4,150 | 22.4% | $2.63万 | 加仓 |
| NEWP | NEW PAC METALS CORP | $14.32万 | 0.00% | 34,600 | 9,700 | 39.0% | $4.02万 | 加仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $14.19万 | 0.00% | 11,254 | -23,117 | -67.3% | -$29.15万 | 减仓 |
| — | OLAPLEX HLDGS INC | $14.16万 | 0.00% | 69,739 | -29,883 | -30.0% | -$6.07万 | 减仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $14.07万 | 0.00% | 11,042 | 11,042 | — | $14.07万 | 新建仓 |
| — | BIGBEAR AI HLDGS INC | $14.03万 | 0.00% | 311,629 | 0 | 0.0% | — | 不变 |
| BDN | BRANDYWINE RLTY TR | $14.01万 | 0.00% | 51,693 | 28,129 | 119.4% | $7.62万 | 加仓 |
| MAGN | MAGNERA CORP | $13.92万 | 0.00% | 14,642 | -5,052 | -25.7% | -$4.80万 | 减仓 |
| — | SEMRUSH HLDGS INC | $13.86万 | 0.00% | 11,611 | 11,611 | — | $13.86万 | 新建仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $13.76万 | 0.00% | 64,892 | 41,947 | 182.8% | $8.89万 | 重新持有 |
| — | ALIGHT INC | $13.59万 | 0.00% | 233,295 | -150,385 | -39.2% | -$8.76万 | 减仓 |
| TIC | TIC SOLUTIONS INC | $13.52万 | 0.00% | 20,544 | 2,693 | 15.1% | $1.77万 | 加仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $13.41万 | 0.00% | 16,596 | 1,588 | 10.6% | $1.28万 | 加仓 |
| MGTX | MEIRAGTX HLDGS PLC | $13.39万 | 0.00% | 15,459 | 13 | 0.1% | $113 | 加仓 |
| — | CREDIT SUISSE HIGH YIELD CRE | $13.15万 | 0.00% | 69,208 | -2,169 | -3.0% | -$4,121 | 减仓 |
| FUBO | FUBOTV INC | $13.13万 | 0.00% | 13,884 | 13,884 | — | $13.13万 | 新建仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $13.11万 | 0.00% | 23,407 | -778 | -3.2% | -$4,357 | 减仓 |
| — | TRAVELZOO | $13.06万 | 0.00% | 22,061 | 1,705 | 8.4% | $1.01万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $13.04万 | 0.00% | 11,970 | 11,970 | — | $13.04万 | 新建仓 |
| GNW | GENWORTH FINL INC | $12.97万 | 0.00% | 15,973 | -12,803 | -44.5% | -$10.40万 | 减仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $12.95万 | 0.00% | 46,588 | 7,505 | 19.2% | $2.09万 | 加仓 |
| RLJ | RLJ LODGING TR | $12.94万 | 0.00% | 17,441 | 196 | 1.1% | $1,454 | 加仓 |
| EFC | ELLINGTON FINANCIAL INC | $12.74万 | 0.00% | 10,755 | -22,325 | -67.5% | -$26.45万 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $12.71万 | 0.00% | 13,799 | 3,221 | 30.4% | $2.97万 | 加仓 |
| BBD | BANCO BRADESCO S A | $12.57万 | 0.00% | 34,426 | 20,800 | 152.6% | $7.59万 | 加仓 |
| CRNC | CERENCE INC | $12.51万 | 0.00% | 19,820 | 8,466 | 74.6% | $5.34万 | 加仓 |
| BNTC | BENITEC BIOPHARMA INC | $12.34万 | 0.00% | 11,586 | 11,586 | — | $12.34万 | 新建仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $12.27万 | 0.00% | 21,609 | 3,026 | 16.3% | $1.72万 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $12.26万 | 0.00% | 27,126 | -13,321 | -32.9% | -$6.02万 | 减仓 |
| — | HIREQUEST INC | $12.20万 | 0.00% | 12,220 | -7,021 | -36.5% | -$7.01万 | 减仓 |
| NB | NIOCORP DEVS LTD | $12.19万 | 0.00% | 27,336 | 1,676 | 6.5% | $7,475 | 加仓 |
| KOPN | KOPIN CORP | $12.15万 | 0.00% | 53,992 | 13,731 | 34.1% | $3.09万 | 加仓 |
| TLS | TELOS CORP MD | $12.12万 | 0.00% | 28,919 | 28,919 | — | $12.12万 | 新建仓 |
| ALT | ALTIMMUNE INC | $12.08万 | 0.00% | 39,229 | -7,657 | -16.3% | -$2.36万 | 减仓 |
| MBI | MBIA INC | $12.05万 | 0.00% | 20,384 | 6,084 | 42.5% | $3.60万 | 加仓 |
| RZLT | REZOLUTE INC | $12.04万 | 0.00% | 39,463 | 39,463 | — | $12.04万 | 新建仓 |
| — | AIRSHIP AI HLDGS INC | $12.02万 | 0.00% | 53,168 | 21,546 | 68.1% | $4.87万 | 加仓 |
| — | BEYOND MEAT INC | $11.84万 | 0.00% | 168,739 | 168,739 | — | $11.84万 | 新建仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $11.82万 | 0.00% | 11,003 | -1 | -0.0% | -$11 | 减仓 |
| EOLS | EVOLUS INC | $11.81万 | 0.00% | 28,737 | 4,677 | 19.4% | $1.92万 | 加仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $11.72万 | 0.00% | 17,834 | 17,834 | — | $11.72万 | 新建仓 |
| PACK | RANPAK HOLDINGS CORP | $11.66万 | 0.00% | 32,674 | 22,099 | 209.0% | $7.89万 | 加仓 |
| — | HEALTH CATALYST INC | $11.60万 | 0.00% | 91,322 | 57,540 | 170.3% | $7.31万 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $11.55万 | 0.00% | 10,993 | 976 | 9.7% | $1.03万 | 加仓 |
| CODI | COMPASS DIVERSIFIED | $11.38万 | 0.00% | 14,474 | 1,820 | 14.4% | $1.43万 | 加仓 |
| BVS | BIOVENTUS INC | $11.35万 | 0.00% | 12,429 | 1,702 | 15.9% | $1.55万 | 加仓 |
| — | KESTREL GROUP LTD | $11.34万 | 0.00% | 10,497 | -247 | -2.3% | -$2,668 | 重新持有 |
| — | MICROVISION INC DEL | $11.31万 | 0.00% | 176,446 | 176,446 | — | $11.31万 | 新建仓 |
| — | OSISKO DEVELOPMENT CORP | $11.27万 | 0.00% | 34,666 | 3,000 | 9.5% | $9,750 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $11.24万 | 0.00% | 21,136 | 1,000 | 5.0% | $5,320 | 加仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $11.19万 | 0.00% | 16,962 | -3,996 | -19.1% | -$2.64万 | 重新持有 |
| WEST | WESTROCK COFFEE CO | $11.12万 | 0.00% | 26,161 | 8,187 | 45.5% | $3.48万 | 加仓 |
| NMFC | NEW MTN FIN CORP | $11.06万 | 0.00% | 14,255 | 493 | 3.6% | $3,826 | 加仓 |
| — | GOLDMINING INC | $11.03万 | 0.00% | 92,708 | 42,287 | 83.9% | $5.03万 | 加仓 |
| — | GENELUX CORPORATION | $11.03万 | 0.00% | 45,572 | 1,764 | 4.0% | $4,269 | 加仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $11.03万 | 0.00% | 62,659 | 37,030 | 144.5% | $6.52万 | 加仓 |
| CMRC | COMMERCE.COM INC | $11.00万 | 0.00% | 41,204 | -51,109 | -55.4% | -$13.65万 | 减仓 |
| — | PENNANTPARK INVT CORP | $10.97万 | 0.00% | 24,437 | -2,570 | -9.5% | -$1.15万 | 减仓 |
| PRCH | PORCH GROUP INC | $10.97万 | 0.00% | 15,295 | 1,360 | 9.8% | $9,751 | 重新持有 |
| TH | TARGET HOSPITALITY CORP | $10.93万 | 0.00% | 11,779 | 11,779 | — | $10.93万 | 新建仓 |
| UIS | UNISYS CORP | $10.91万 | 0.00% | 52,714 | 39,235 | 291.1% | $8.12万 | 加仓 |
| BB | BLACKBERRY LTD | $10.89万 | 0.00% | 33,602 | -8,631 | -20.4% | -$2.80万 | 减仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $10.89万 | 0.00% | 11,681 | 137 | 1.2% | $1,277 | 加仓 |
| GEVO | GEVO INC | $10.88万 | 0.00% | 39,864 | 11,754 | 41.8% | $3.21万 | 加仓 |
| SWIM | LATHAM GROUP INC | $10.86万 | 0.00% | 20,219 | 5,230 | 34.9% | $2.81万 | 加仓 |
| — | TIDAL TRUST II | $10.68万 | 0.00% | 13,643 | 757 | 5.9% | $5,927 | 加仓 |
| FIP | FTAI INFRASTRUCTURE INC | $10.63万 | 0.00% | 21,525 | 1,643 | 8.3% | $8,116 | 加仓 |
| RWT | REDWOOD TRUST INC | $10.61万 | 0.00% | 18,916 | 6,928 | 57.8% | $3.89万 | 加仓 |
| RPAY | REPAY HLDGS CORP | $10.56万 | 0.00% | 40,625 | 15,446 | 61.3% | $4.02万 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $10.44万 | 0.00% | 10,270 | -223 | -2.1% | -$2,268 | 减仓 |
| — | INVESCO ADVANTAGE MUN INCOME | $10.42万 | 0.00% | 12,030 | 237 | 2.0% | $2,052 | 加仓 |
| TMC | TMC THE METALS COMPANY INC | $10.36万 | 0.00% | 22,179 | 1,978 | 9.8% | $9,237 | 加仓 |
| — | PUTNAM ETF TRUST | $10.25万 | 0.00% | 13,161 | 55 | 0.4% | $428 | 加仓 |
| AIOT | POWERFLEET INC | $10.25万 | 0.00% | 33,273 | 20,693 | 164.5% | $6.37万 | 加仓 |
| NOAH | NOAH HLDGS LTD | $10.11万 | 0.00% | 10,211 | -4,185 | -29.1% | -$4.14万 | 减仓 |