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 |
|---|---|---|---|---|---|---|---|---|
| WMB | WILLIAMS COS INC | $3,145.77万 | 0.02% | 432,230 | 48,585 | 12.7% | $353.60万 | 加仓 |
| OKE | ONEOK INC NEW | $3,139.03万 | 0.02% | 347,276 | 32,585 | 10.4% | $294.54万 | 加仓 |
| APP | APPLOVIN CORP | $3,132.02万 | 0.02% | 78,694 | -13,507 | -14.6% | -$537.58万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $3,114.02万 | 0.02% | 428,103 | 73,793 | 20.8% | $536.77万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $3,102.30万 | 0.02% | 40,152 | 10,018 | 33.2% | $774.03万 | 加仓 |
| BSY | BENTLEY SYS INC | $3,098.88万 | 0.02% | 882,370 | 33,105 | 3.9% | $116.26万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $3,098.27万 | 0.02% | 110,950 | -4,540 | -3.9% | -$126.78万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $3,086.94万 | 0.02% | 272,746 | 75,045 | 38.0% | $849.36万 | 加仓 |
| EVRG | EVERGY INC | $3,077.29万 | 0.02% | 375,646 | 146,586 | 64.0% | $1,200.83万 | 加仓 |
| USMV | ISHARES TR | $3,037.39万 | 0.02% | 327,516 | 77,206 | 30.8% | $716.01万 | 加仓 |
| SUSC | ISHARES TR | $3,028.42万 | 0.02% | 1,308,868 | 77,462 | 6.3% | $179.23万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $3,020.31万 | 0.02% | 240,739 | -8,484 | -3.4% | -$106.44万 | 减仓 |
| SKM | SK TELECOM CO LTD | $2,980.60万 | 0.02% | 1,017,617 | 432,390 | 73.9% | $1,266.47万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2,965.15万 | 0.02% | 170,951 | 50,404 | 41.8% | $874.26万 | 加仓 |
| BWX | SPDR SERIES TRUST | $2,964.97万 | 0.02% | 1,350,783 | 250,998 | 22.8% | $550.94万 | 加仓 |
| DAL | DELTA AIR LINES INC | $2,962.56万 | 0.02% | 445,632 | 141,674 | 46.6% | $941.85万 | 加仓 |
| VLO | VALERO ENERGY CORP | $2,958.66万 | 0.02% | 119,745 | 7,520 | 6.7% | $185.80万 | 加仓 |
| MDT | MEDTRONIC PLC | $2,921.25万 | 0.02% | 337,132 | 10,654 | 3.3% | $92.32万 | 加仓 |
| ONEY | SPDR SERIES TRUST | $2,914.47万 | 0.02% | 242,772 | -2,545 | -1.0% | -$30.55万 | 减仓 |
| NEM | NEWMONT CORP | $2,912.14万 | 0.02% | 269,020 | 22,655 | 9.2% | $245.24万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,856.17万 | 0.02% | 583,727 | 89,420 | 18.1% | $437.53万 | 加仓 |
| AFL | AFLAC INC | $2,856.16万 | 0.02% | 260,338 | 9,555 | 3.8% | $104.83万 | 加仓 |
| STIP | ISHARES TR | $2,842.51万 | 0.02% | 274,824 | -17,345 | -5.9% | -$179.40万 | 减仓 |
| BLK | BLACKROCK INC | $2,840.20万 | 0.02% | 29,533 | 3,818 | 14.8% | $367.18万 | 加仓 |
| SNPS | SYNOPSYS INC | $2,839.20万 | 0.02% | 71,610 | 1,380 | 2.0% | $54.71万 | 加仓 |
| DGRO | ISHARES TR | $2,837.57万 | 0.02% | 404,328 | 19,191 | 5.0% | $134.68万 | 加仓 |
| CTVA | CORTEVA INC | $2,827.44万 | 0.02% | 337,766 | 69,072 | 25.7% | $578.20万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $2,783.54万 | 0.02% | 830,164 | 197,116 | 31.1% | $660.93万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $2,780.42万 | 0.02% | 453,873 | 26,572 | 6.2% | $162.78万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2,776.67万 | 0.02% | 493,105 | 56,242 | 12.9% | $316.70万 | 加仓 |
| D | DOMINION ENERGY INC | $2,771.57万 | 0.02% | 448,328 | 20,303 | 4.7% | $125.51万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $2,771.38万 | 0.02% | 471,483 | 69,114 | 17.2% | $406.25万 | 加仓 |
| IYW | ISHARES TR | $2,767.61万 | 0.02% | 152,552 | -7,353 | -4.6% | -$133.40万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2,758.61万 | 0.02% | 79,925 | 7,237 | 10.0% | $249.79万 | 加仓 |
| PWR | QUANTA SVCS INC | $2,751.39万 | 0.02% | 50,115 | 6,988 | 16.2% | $383.65万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,715.54万 | 0.02% | 697,006 | -4,789 | -0.7% | -$18.66万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $2,694.67万 | 0.02% | 156,140 | -5,736 | -3.5% | -$98.99万 | 减仓 |
| PGR | PROGRESSIVE CORP | $2,675.56万 | 0.02% | 134,965 | 17,246 | 14.7% | $341.89万 | 加仓 |
| IJJ | ISHARES TR | $2,655.88万 | 0.02% | 200,444 | -18,764 | -8.6% | -$248.62万 | 减仓 |
| EOG | EOG RES INC | $2,650.02万 | 0.02% | 183,303 | -24,199 | -11.7% | -$349.85万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $2,635.43万 | 0.02% | 127,878 | 12,699 | 11.0% | $261.71万 | 加仓 |
| DSI | ISHARES TR | $2,623.23万 | 0.02% | 216,456 | 38,524 | 21.7% | $466.87万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2,613.05万 | 0.02% | 199,545 | 39,726 | 24.9% | $520.21万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $2,612.32万 | 0.02% | 316,683 | -1,495 | -0.5% | -$12.33万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $2,603.76万 | 0.02% | 527,397 | 9,069 | 1.7% | $44.77万 | 加仓 |
| WF | WOORI FINL GROUP INC | $2,601.91万 | 0.02% | 390,676 | 56,441 | 16.9% | $375.90万 | 加仓 |
| QUAL | ISHARES TR | $2,600.60万 | 0.02% | 135,582 | 31,365 | 30.1% | $601.61万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $2,580.19万 | 0.02% | 123,994 | 18,443 | 17.5% | $383.78万 | 加仓 |
| MINT | PIMCO ETF TR | $2,577.65万 | 0.02% | 256,304 | 44,374 | 20.9% | $446.27万 | 加仓 |
| SAN | BANCO SANTANDER SA | $2,577.52万 | 0.02% | 2,285,033 | 319,091 | 16.2% | $359.93万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2,562.16万 | 0.02% | 88,201 | 8,846 | 11.1% | $256.97万 | 加仓 |
| EIX | EDISON INTL | $2,559.76万 | 0.02% | 349,789 | 80,587 | 29.9% | $589.74万 | 加仓 |
| CI | THE CIGNA GROUP | $2,552.96万 | 0.02% | 95,706 | 27,129 | 39.6% | $723.67万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $2,528.31万 | 0.02% | 269,946 | 846 | 0.3% | $7.92万 | 加仓 |
| COUR | COURSERA INC | $2,504.33万 | 0.02% | 4,302,970 | 106,628 | 2.5% | $62.06万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,502.74万 | 0.02% | 96,152 | 9,297 | 10.7% | $241.99万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,496.52万 | 0.02% | 397,852 | 79,480 | 25.0% | $498.74万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $2,493.56万 | 0.02% | 108,199 | 13,103 | 13.8% | $301.97万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2,486.41万 | 0.02% | 127,247 | 23,374 | 22.5% | $456.73万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2,483.34万 | 0.02% | 153,549 | 424 | 0.3% | $6.86万 | 加仓 |
| IFRA | ISHARES TR | $2,482.59万 | 0.02% | 434,020 | -3,776 | -0.9% | -$21.60万 | 减仓 |
| CTAS | CINTAS CORP | $2,471.03万 | 0.02% | 146,094 | 23,467 | 19.1% | $396.92万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $2,468.09万 | 0.02% | 264,504 | 18,311 | 7.4% | $170.86万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,457.70万 | 0.02% | 62,735 | 3,911 | 6.6% | $153.22万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $2,449.83万 | 0.02% | 425,022 | 60,379 | 16.6% | $348.02万 | 加仓 |
| ALL | ALLSTATE CORP | $2,449.31万 | 0.02% | 118,130 | 22,043 | 22.9% | $457.04万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,436.35万 | 0.02% | 119,911 | -9,647 | -7.4% | -$196.01万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $2,428.82万 | 0.02% | 131,487 | 63,867 | 94.4% | $1,179.75万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $2,423.65万 | 0.02% | 404,143 | 74,727 | 22.7% | $448.14万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,416.36万 | 0.02% | 243,954 | 35,449 | 17.0% | $351.12万 | 加仓 |
| COR | CENCORA INC | $2,385.70万 | 0.02% | 75,944 | 1,845 | 2.5% | $57.96万 | 加仓 |
| EMB | ISHARES TR | $2,383.92万 | 0.02% | 253,797 | 239,277 | 1,647.9% | $2,247.53万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $2,359.24万 | 0.02% | 198,874 | 33,147 | 20.0% | $393.22万 | 加仓 |
| GSK | GSK PLC | $2,358.90万 | 0.02% | 427,414 | 45,772 | 12.0% | $252.62万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,347.79万 | 0.02% | 98,804 | 14,424 | 17.1% | $342.74万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $2,342.66万 | 0.02% | 73,083 | 2,690 | 3.8% | $86.23万 | 加仓 |
| SUSL | ISHARES TR | $2,332.90万 | 0.02% | 205,356 | 2,832 | 1.4% | $32.17万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $2,330.74万 | 0.02% | 81,210 | 3,298 | 4.2% | $94.65万 | 加仓 |
| NUE | NUCOR CORP | $2,329.00万 | 0.02% | 137,729 | 7,969 | 6.1% | $134.76万 | 加仓 |
| ADSK | AUTODESK INC | $2,328.03万 | 0.02% | 97,244 | 41,290 | 73.8% | $988.48万 | 加仓 |
| BE | BLOOM ENERGY CORP | $2,320.76万 | 0.02% | 171,286 | 38,893 | 29.4% | $526.96万 | 加仓 |
| ABNB | AIRBNB INC | $2,316.49万 | 0.02% | 183,441 | 66,222 | 56.5% | $836.25万 | 加仓 |
| TFC | TRUIST FINL CORP | $2,309.11万 | 0.02% | 502,309 | 168,350 | 50.4% | $773.90万 | 加仓 |
| UL | UNILEVER PLC | $2,307.90万 | 0.02% | 405,108 | -10,313 | -2.5% | -$58.75万 | 减仓 |
| SRE | SEMPRA | $2,306.09万 | 0.02% | 237,325 | 86,647 | 57.5% | $841.95万 | 加仓 |
| PCG | PG&E CORP | $2,300.40万 | 0.02% | 1,309,276 | 403,192 | 44.5% | $708.41万 | 加仓 |
| NRG | NRG ENERGY INC | $2,286.86万 | 0.02% | 156,484 | 5,189 | 3.4% | $75.83万 | 加仓 |
| GM | GENERAL MTRS CO | $2,286.77万 | 0.02% | 306,949 | 18,472 | 6.4% | $137.62万 | 加仓 |
| YUM | YUM BRANDS INC | $2,274.93万 | 0.02% | 146,316 | 7,950 | 5.7% | $123.61万 | 加仓 |
| EXC | EXELON CORP | $2,271.26万 | 0.02% | 463,334 | 181,553 | 64.4% | $889.97万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $2,269.13万 | 0.02% | 121,649 | -4,921 | -3.9% | -$91.79万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $2,267.13万 | 0.02% | 910,129 | -164,650 | -15.3% | -$410.14万 | 减仓 |
| VHT | VANGUARD WORLD FD | $2,266.97万 | 0.02% | 83,244 | 3,274 | 4.1% | $89.16万 | 加仓 |
| ET | ENERGY TRANSFER L P | $2,266.58万 | 0.02% | 1,174,396 | 275,521 | 30.7% | $531.76万 | 加仓 |
| IEF | ISHARES TR | $2,260.68万 | 0.02% | 236,869 | -5,830 | -2.4% | -$55.64万 | 减仓 |
| HAS | HASBRO INC | $2,259.30万 | 0.02% | 241,379 | -12,269 | -4.8% | -$114.84万 | 减仓 |
| ZS | ZSCALER INC | $2,252.32万 | 0.02% | 160,547 | 13,008 | 8.8% | $182.49万 | 加仓 |
| MOAT | VANECK ETF TRUST | $2,247.36万 | 0.02% | 232,406 | 17,805 | 8.3% | $172.17万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,233.30万 | 0.02% | 628,566 | 106,486 | 20.4% | $378.34万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $2,232.88万 | 0.02% | 1,315,784 | 147,394 | 12.6% | $250.13万 | 加仓 |