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 |
|---|---|---|---|---|---|---|---|---|
| BGIG | ETF SER SOLUTIONS | $22.34万 | 0.00% | 6,226 | 8 | 0.1% | $287 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $22.32万 | 0.00% | 4,465 | 4,465 | — | $22.32万 | 新建仓 |
| — | NI HLDGS INC | $22.30万 | 0.00% | 14,197 | -45 | -0.3% | -$707 | 减仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $22.27万 | 0.00% | 8,737 | 8,737 | — | $22.27万 | 新建仓 |
| HYLB | DBX ETF TR | $22.26万 | 0.00% | 6,095 | 143 | 2.4% | $5,223 | 加仓 |
| BILS | SPDR SERIES TRUST | $22.22万 | 0.00% | 2,236 | -1,280 | -36.4% | -$12.72万 | 重新持有 |
| — | CHAINCE DIGITAL HOLDINGS INC | $22.18万 | 0.00% | 50,748 | -10,845 | -17.6% | -$4.74万 | 减仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $22.18万 | 0.00% | 8,589 | 8,589 | — | $22.18万 | 新建仓 |
| QLC | FLEXSHARES TR | $22.16万 | 0.00% | 2,466 | 2,466 | — | $22.16万 | 新建仓 |
| OMER | OMEROS CORP | $22.14万 | 0.00% | 23,282 | 2,235 | 10.6% | $2.13万 | 加仓 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $22.12万 | 0.00% | 1,984 | -17 | -0.8% | -$1,895 | 减仓 |
| IDGT | ISHARES TR | $22.10万 | 0.00% | 1,846 | 1,846 | — | $22.10万 | 新建仓 |
| METC | RAMACO RES INC | $22.10万 | 0.00% | 16,703 | 4,631 | 38.4% | $6.13万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $21.99万 | 0.00% | 10,325 | 10,325 | — | $21.99万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $21.98万 | 0.00% | 4,197 | 4,197 | — | $21.98万 | 新建仓 |
| INTR | INTER & CO INC | $21.93万 | 0.00% | 40,392 | 874 | 2.2% | $4,746 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $21.86万 | 0.00% | 26,859 | -6,544 | -19.6% | -$5.33万 | 减仓 |
| — | PRIMEENERGY RESOURCES CORP | $21.86万 | 0.00% | 1,310 | 379 | 40.7% | $6.33万 | 加仓 |
| XRN | CHIRON REAL ESTATE INC | $21.86万 | 0.00% | 5,825 | 5,825 | — | $21.86万 | 新建仓 |
| — | PROSHARES TR | $21.83万 | 0.00% | 2,706 | 2,706 | — | $21.83万 | 新建仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $21.82万 | 0.00% | 11,209 | 11,209 | — | $21.82万 | 新建仓 |
| — | ETF SER SOLUTIONS | $21.81万 | 0.00% | 2,651 | 2,651 | — | $21.81万 | 新建仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $21.75万 | 0.00% | 3,509 | -777 | -18.1% | -$4.82万 | 减仓 |
| — | THEMES ETF TR | $21.71万 | 0.00% | 5,156 | 5,156 | — | $21.71万 | 新建仓 |
| — | ETF SER SOLUTIONS | $21.70万 | 0.00% | 8,127 | 8,127 | — | $21.70万 | 新建仓 |
| — | EA SERIES TRUST | $21.65万 | 0.00% | 5,960 | 5,960 | — | $21.65万 | 新建仓 |
| SMLV | SPDR SERIES TRUST | $21.57万 | 0.00% | 1,371 | 1,371 | — | $21.57万 | 新建仓 |
| PFLD | ETF SER SOLUTIONS | $21.50万 | 0.00% | 11,000 | -1,000 | -8.3% | -$1.96万 | 减仓 |
| — | FIDELITY ETHEREUM FD | $21.47万 | 0.00% | 13,639 | -8,337 | -37.9% | -$13.12万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $21.46万 | 0.00% | 4,440 | -1,480 | -25.0% | -$7.15万 | 重新持有 |
| SFLR | INNOVATOR ETFS TRUST | $21.42万 | 0.00% | 5,553 | 5,553 | — | $21.42万 | 新建仓 |
| BSEP | INNOVATOR ETFS TRUST | $21.42万 | 0.00% | 4,062 | 0 | 0.0% | — | 重新持有 |
| WPP | WPP PLC NEW | $21.39万 | 0.00% | 13,810 | -63,590 | -82.2% | -$98.50万 | 重新持有 |
| ONDS | ONDAS INC | $21.36万 | 0.00% | 25,921 | -2,510 | -8.8% | -$2.07万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $21.31万 | 0.00% | 2,667 | 2,667 | — | $21.31万 | 新建仓 |
| — | LANDMARK BANCORP INC | $21.29万 | 0.00% | 6,932 | -993 | -12.5% | -$3.05万 | 重新持有 |
| — | OMEGA FLEX INC | $21.26万 | 0.00% | 6,773 | 6,773 | — | $21.26万 | 新建仓 |
| GERN | GERON CORP | $21.25万 | 0.00% | 166,015 | -54,589 | -24.7% | -$6.99万 | 减仓 |
| SANA | SANA BIOTECHNOLOGY INC | $21.17万 | 0.00% | 60,648 | -1,088 | -1.8% | -$3,797 | 减仓 |
| PSBD | PALMER SQUARE CAPITAL BDC IN | $21.14万 | 0.00% | 20,287 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE BITCOIN FD | $21.12万 | 0.00% | 3,406 | 3,406 | — | $21.12万 | 新建仓 |
| TNA | DIREXION SHARES ETF TRUST | $21.10万 | 0.00% | 2,809 | 2,809 | — | $21.10万 | 新建仓 |
| AORT | ARTIVION INC | $21.06万 | 0.00% | 9,374 | -3,106 | -24.9% | -$6.98万 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $21.06万 | 0.00% | 17,625 | -1,777 | -9.2% | -$2.12万 | 减仓 |
| — | GLADSTONE INVT CORP | $21.05万 | 0.00% | 13,615 | 369 | 2.8% | $5,705 | 加仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $20.99万 | 0.00% | 3,313 | -722 | -17.9% | -$4.57万 | 减仓 |
| KTF | DWS MUN INCOME TR | $20.95万 | 0.00% | 22,771 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $20.93万 | 0.00% | 4,719 | 4,719 | — | $20.93万 | 新建仓 |
| SECT | NORTHERN LTS FD TR IV | $20.82万 | 0.00% | 2,889 | 2,889 | — | $20.82万 | 新建仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $20.77万 | 0.00% | 9,128 | -692 | -7.0% | -$1.57万 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $20.76万 | 0.00% | 5,217 | 5,217 | — | $20.76万 | 新建仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $20.73万 | 0.00% | 13,188 | -1,377 | -9.5% | -$2.16万 | 减仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $20.66万 | 0.00% | 4,259 | 70 | 1.7% | $3,396 | 加仓 |
| XTN | SPDR SERIES TRUST | $20.65万 | 0.00% | 1,786 | 1,786 | — | $20.65万 | 新建仓 |
| VNM | VANECK ETF TRUST | $20.61万 | 0.00% | 11,156 | 290 | 2.7% | $5,356 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $20.60万 | 0.00% | 26,144 | -8,133 | -23.7% | -$6.41万 | 减仓 |
| — | CALLAN JMB INC | $20.56万 | 0.00% | 255,693 | 0 | 0.0% | — | 不变 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $20.53万 | 0.00% | 2,531 | -203 | -7.4% | -$1.65万 | 减仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $20.52万 | 0.00% | 84,428 | 62,073 | 277.7% | $15.08万 | 加仓 |
| NG | NOVAGOLD RESOURCES INC | $20.44万 | 0.00% | 34,230 | 7,440 | 27.8% | $4.44万 | 加仓 |
| IIIN | INSTEEL INDS INC | $20.39万 | 0.00% | 6,753 | 6,753 | — | $20.39万 | 新建仓 |
| MAX | MEDIAALPHA INC | $20.39万 | 0.00% | 16,220 | -3,726 | -18.7% | -$4.68万 | 减仓 |
| GMOI | GMO ETF TRUST | $20.37万 | 0.00% | 5,434 | 5,434 | — | $20.37万 | 新建仓 |
| GLNG | GOLAR LNG LTD | $20.33万 | 0.00% | 4,079 | 129 | 3.3% | $6,429 | 加仓 |
| HYDB | ISHARES TR | $20.32万 | 0.00% | 4,345 | 4,345 | — | $20.32万 | 新建仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $20.31万 | 0.00% | 5,490 | -2,956 | -35.0% | -$10.94万 | 减仓 |
| — | GAMCO NAT RES GOLD & INCOME | $20.26万 | 0.00% | 24,863 | -6,538 | -20.8% | -$5.33万 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $20.23万 | 0.00% | 13,884 | 287 | 2.1% | $4,182 | 加仓 |
| PSNL | PERSONALIS INC | $20.19万 | 0.00% | 15,069 | -679 | -4.3% | -$9,099 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $20.17万 | 0.00% | 6,255 | 6,255 | — | $20.17万 | 新建仓 |
| BETA | BETA TECHNOLOGIES INC | $20.11万 | 0.00% | 12,007 | 12,007 | — | $20.11万 | 新建仓 |
| — | RBB FD INC | $20.08万 | 0.00% | 3,986 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE NATL MUN OPPORT | $20.06万 | 0.00% | 11,382 | 0 | 0.0% | — | 不变 |
| ZUMZ | ZUMIEZ INC | $20.01万 | 0.00% | 11,244 | -16,915 | -60.1% | -$30.11万 | 减仓 |
| NRDS | NERDWALLET INC | $20.00万 | 0.00% | 21,621 | -133,103 | -86.0% | -$123.12万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $19.98万 | 0.00% | 32,973 | 16,542 | 100.7% | $10.02万 | 加仓 |
| ASPN | ASPEN AEROGELS INC | $19.93万 | 0.00% | 31,432 | 31,432 | — | $19.93万 | 新建仓 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $19.79万 | 0.00% | 30,447 | 7,781 | 34.3% | $5.06万 | 加仓 |
| UPB | UPSTREAM BIO INC | $19.71万 | 0.00% | 28,483 | 17,633 | 162.5% | $12.20万 | 加仓 |
| — | AXIA ENERGIA SA | $19.62万 | 0.00% | 18,595 | -335 | -1.8% | -$3,534 | 减仓 |
| PYPL | PAYPAL HLDGS INC 看涨期权 | $19.57万 | 0.00% | 45,000 | 0 | 0.0% | — | 不变 |
| BZ | KANZHUN LIMITED | $19.57万 | 0.00% | 15,202 | 15,202 | — | $19.57万 | 新建仓 |
| MRNA | MODERNA INC 看涨期权 | $19.55万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| SPRY | ARS PHARMACEUTICALS INC | $19.48万 | 0.00% | 24,321 | 48 | 0.2% | $384 | 加仓 |
| — | CION INVT CORP | $19.11万 | 0.00% | 30,679 | 442 | 1.5% | $2,754 | 加仓 |
| CMBT | CMB.TECH NV | $19.09万 | 0.00% | 13,645 | -1,628 | -10.7% | -$2.28万 | 减仓 |
| STGW | STAGWELL INC | $19.08万 | 0.00% | 25,684 | 2,675 | 11.6% | $1.99万 | 加仓 |
| PAYS | PAYSIGN INC | $19.03万 | 0.00% | 23,232 | 23,232 | — | $19.03万 | 新建仓 |
| NUV | NUVEEN MUN VALUE FD INC | $18.93万 | 0.00% | 20,535 | -48,506 | -70.3% | -$44.72万 | 减仓 |
| TSSI | TSS INC DEL | $18.79万 | 0.00% | 15,279 | 15,279 | — | $18.79万 | 新建仓 |
| — | TONIX PHARMACEUTICALS HLDG C | $18.73万 | 0.00% | 14,675 | 14,675 | — | $18.73万 | 新建仓 |
| KEP | KOREA ELEC PWR CORP | $18.66万 | 0.00% | 15,422 | 695 | 4.7% | $8,409 | 加仓 |
| — | SUMMIT ST BK SANTA ROSA CALI | $18.64万 | 0.00% | 13,750 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $18.63万 | 0.00% | 14,015 | 14,015 | — | $18.63万 | 新建仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $18.63万 | 0.00% | 11,692 | -3,109 | -21.0% | -$4.95万 | 减仓 |
| VREX | VAREX IMAGING CORP | $18.61万 | 0.00% | 17,838 | -11,799 | -39.8% | -$12.31万 | 减仓 |
| INN | SUMMIT HOTEL PPTYS | $18.48万 | 0.00% | 26,357 | 7,080 | 36.7% | $4.96万 | 加仓 |
| BTE | BAYTEX ENERGY CORP | $18.43万 | 0.00% | 46,072 | -3,930 | -7.9% | -$1.57万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $18.30万 | 0.00% | 18,904 | -11,740 | -38.3% | -$11.36万 | 减仓 |
| ANGO | ANGIODYNAMICS INC | $18.18万 | 0.00% | 13,973 | 13,973 | — | $18.18万 | 新建仓 |