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 |
|---|---|---|---|---|---|---|---|---|
| FLEX | FLEX LTD | $3,677.48万 | 0.02% | 226,907 | 21,134 | 10.3% | $342.52万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,645.67万 | 0.02% | 705,296 | -3,778 | -0.5% | -$19.53万 | 减仓 |
| VLO | VALERO ENERGY CORP | $3,629.18万 | 0.02% | 139,348 | 19,603 | 16.4% | $510.54万 | 加仓 |
| SKM | SK TELECOM CO LTD | $3,621.85万 | 0.02% | 1,126,197 | 108,580 | 10.7% | $349.19万 | 加仓 |
| GLDM | WORLD GOLD TR | $3,621.57万 | 0.02% | 456,002 | -90,467 | -16.6% | -$718.49万 | 减仓 |
| SAN | BANCO SANTANDER SA | $3,582.61万 | 0.02% | 2,596,097 | 311,064 | 13.6% | $429.27万 | 加仓 |
| MDT | MEDTRONIC PLC | $3,579.02万 | 0.02% | 457,500 | 120,368 | 35.7% | $941.64万 | 加仓 |
| AFL | AFLAC INC | $3,576.15万 | 0.02% | 305,002 | 44,664 | 17.2% | $523.68万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $3,539.05万 | 0.02% | 324,356 | -30,408 | -8.6% | -$331.78万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $3,523.22万 | 0.02% | 877,952 | -3,326 | -0.4% | -$13.35万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3,515.05万 | 0.02% | 129,253 | 30,363 | 30.7% | $825.72万 | 加仓 |
| TMUS | T-MOBILE US INC | $3,513.72万 | 0.02% | 209,486 | 45,144 | 27.5% | $757.20万 | 加仓 |
| O | REALTY INCOME CORP | $3,498.41万 | 0.02% | 564,624 | 43,823 | 8.4% | $271.53万 | 加仓 |
| TER | TERADYNE INC | $3,493.33万 | 0.02% | 72,200 | 12,902 | 21.8% | $624.25万 | 加仓 |
| DVYE | ISHARES INC | $3,469.04万 | 0.02% | 1,076,340 | 23,938 | 2.3% | $77.15万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $3,445.55万 | 0.02% | 1,300,206 | -221,473 | -14.6% | -$586.90万 | 减仓 |
| CVS | CVS HEALTH CORP | $3,435.71万 | 0.02% | 332,113 | 67,048 | 25.3% | $693.61万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $3,431.44万 | 0.02% | 139,365 | 15,371 | 12.4% | $378.46万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3,428.55万 | 0.02% | 117,985 | 38,060 | 47.6% | $1,105.99万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3,406.37万 | 0.02% | 90,759 | 13,690 | 17.8% | $513.81万 | 加仓 |
| PGR | PROGRESSIVE CORP | $3,379.41万 | 0.02% | 154,700 | 19,735 | 14.6% | $431.11万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $3,362.69万 | 0.02% | 247,275 | 39,115 | 18.8% | $531.92万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,360.42万 | 0.02% | 738,717 | -37,580 | -4.8% | -$170.95万 | 减仓 |
| MINT | PIMCO ETF TR | $3,358.90万 | 0.02% | 333,191 | 76,887 | 30.0% | $775.10万 | 加仓 |
| D | DOMINION ENERGY INC | $3,348.65万 | 0.02% | 490,357 | 42,029 | 9.4% | $287.02万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $3,330.07万 | 0.02% | 227,916 | 28,371 | 14.2% | $414.53万 | 加仓 |
| WMB | WILLIAMS COS INC | $3,307.01万 | 0.02% | 444,849 | 12,619 | 2.9% | $93.81万 | 加仓 |
| CTVA | CORTEVA INC | $3,289.59万 | 0.02% | 388,427 | 50,661 | 15.0% | $429.05万 | 加仓 |
| NKE | NIKE INC | $3,276.42万 | 0.02% | 798,152 | 113,143 | 16.5% | $464.45万 | 加仓 |
| EFAV | ISHARES TR | $3,274.10万 | 0.02% | 373,286 | -27,704 | -6.9% | -$242.99万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $3,266.35万 | 0.02% | 254,984 | 12,212 | 5.0% | $156.44万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,262.52万 | 0.02% | 887,520 | -74,720 | -7.8% | -$274.67万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,259.48万 | 0.02% | 107,584 | 8,780 | 8.9% | $266.01万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $3,250.53万 | 0.02% | 3,086,927 | -145,059 | -4.5% | -$152.75万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $3,249.61万 | 0.02% | 90,518 | 7,146 | 8.6% | $256.54万 | 加仓 |
| ALL | ALLSTATE CORP | $3,248.38万 | 0.02% | 136,521 | 18,391 | 15.6% | $437.59万 | 加仓 |
| OKE | ONEOK INC NEW | $3,240.47万 | 0.02% | 372,725 | 25,449 | 7.3% | $221.25万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,213.86万 | 0.02% | 91,806 | 14,820 | 19.3% | $518.80万 | 加仓 |
| BLK | BLACKROCK INC | $3,208.26万 | 0.02% | 33,365 | 3,832 | 13.0% | $368.47万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $3,194.49万 | 0.02% | 1,251,760 | -15,659 | -1.2% | -$39.96万 | 减仓 |
| USMV | ISHARES TR | $3,177.12万 | 0.02% | 329,372 | 1,856 | 0.6% | $17.90万 | 加仓 |
| PAYX | PAYCHEX INC | $3,163.70万 | 0.02% | 321,743 | 98,734 | 44.3% | $970.85万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $3,162.79万 | 0.02% | 146,020 | 18,773 | 14.8% | $406.62万 | 加仓 |
| SUSC | ISHARES TR | $3,161.90万 | 0.02% | 1,365,749 | 56,881 | 4.3% | $131.69万 | 加仓 |
| DGRO | ISHARES TR | $3,159.56万 | 0.02% | 416,883 | 12,555 | 3.1% | $95.15万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $3,150.29万 | 0.02% | 597,099 | 13,372 | 2.3% | $70.55万 | 加仓 |
| NET | CLOUDFLARE INC | $3,145.54万 | 0.02% | 128,243 | 34,941 | 37.4% | $857.03万 | 加仓 |
| KB | KB FINL GROUP INC | $3,137.37万 | 0.02% | 298,911 | 114,872 | 62.4% | $1,205.70万 | 加仓 |
| NUE | NUCOR CORP | $3,129.71万 | 0.02% | 140,503 | 2,774 | 2.0% | $61.79万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $3,114.64万 | 0.02% | 115,846 | 7,647 | 7.1% | $205.60万 | 加仓 |
| NVO | NOVO-NORDISK A S | $3,097.44万 | 0.02% | 646,107 | 195,086 | 43.3% | $935.24万 | 加仓 |
| ABNB | AIRBNB INC | $3,093.74万 | 0.02% | 216,194 | 32,753 | 17.9% | $468.70万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $3,080.72万 | 0.02% | 1,548,878 | 233,094 | 17.7% | $463.62万 | 加仓 |
| EXC | EXELON CORP | $3,060.46万 | 0.02% | 656,470 | 193,136 | 41.7% | $900.40万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $3,055.78万 | 0.02% | 265,998 | -3,948 | -1.5% | -$45.35万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $3,055.63万 | 0.02% | 1,288,752 | -71,965 | -5.3% | -$170.63万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $3,045.32万 | 0.02% | 78,107 | -8,464 | -9.8% | -$330.00万 | 减仓 |
| AEE | AMEREN CORP | $3,044.36万 | 0.02% | 269,317 | 81,918 | 43.7% | $926.00万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $3,043.17万 | 0.02% | 434,304 | 30,161 | 7.5% | $211.34万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $3,036.93万 | 0.02% | 420,860 | -53,274 | -11.2% | -$384.43万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $3,005.09万 | 0.02% | 207,806 | 8,932 | 4.5% | $129.17万 | 加仓 |
| CI | THE CIGNA GROUP | $3,004.62万 | 0.02% | 108,989 | 13,283 | 13.9% | $366.19万 | 加仓 |
| DSI | ISHARES TR | $3,003.38万 | 0.02% | 210,927 | -5,529 | -2.6% | -$78.73万 | 减仓 |
| BIIB | BIOGEN INC | $2,994.87万 | 0.02% | 138,613 | 21,377 | 18.2% | $461.87万 | 加仓 |
| SYY | SYSCO CORP | $2,989.93万 | 0.02% | 357,732 | 72,642 | 25.5% | $607.14万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $2,985.71万 | 0.02% | 313,988 | -2,695 | -0.9% | -$25.63万 | 减仓 |
| WF | WOORI FINL GROUP INC | $2,980.52万 | 0.02% | 519,254 | 128,578 | 32.9% | $738.04万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $2,979.50万 | 0.02% | 471,068 | 169,627 | 56.3% | $1,072.89万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $2,965.71万 | 0.02% | 213,452 | 134,989 | 172.0% | $1,875.54万 | 加仓 |
| ADBE | ADOBE INC | $2,962.86万 | 0.02% | 144,516 | -7,693 | -5.1% | -$157.72万 | 减仓 |
| SMH | VANECK ETF TRUST | $2,959.13万 | 0.02% | 45,116 | -239 | -0.5% | -$15.68万 | 减仓 |
| CNC | CENTENE CORP DEL | $2,954.85万 | 0.02% | 460,329 | 8,278 | 1.8% | $53.14万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $2,954.55万 | 0.02% | 510,815 | 85,793 | 20.2% | $496.23万 | 加仓 |
| GWW | WW GRAINGER INC | $2,906.66万 | 0.02% | 21,366 | 2,493 | 13.2% | $339.15万 | 加仓 |
| PCG | PG&E CORP | $2,891.67万 | 0.02% | 1,719,188 | 409,912 | 31.3% | $689.47万 | 加仓 |
| NNN | NNN REIT INC | $2,879.62万 | 0.02% | 618,874 | 166,340 | 36.8% | $773.98万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $2,878.83万 | 0.02% | 176,000 | 19,860 | 12.7% | $324.85万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2,848.89万 | 0.02% | 153,803 | 254 | 0.2% | $4.70万 | 加仓 |
| EIX | EDISON INTL | $2,834.22万 | 0.02% | 380,687 | 30,898 | 8.8% | $230.04万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,833.03万 | 0.02% | 686,795 | -10,211 | -1.5% | -$42.12万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,828.97万 | 0.02% | 104,594 | 8,442 | 8.8% | $228.33万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $2,816.28万 | 0.02% | 45,657 | 15,341 | 50.6% | $946.29万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $2,796.26万 | 0.02% | 33,314 | 4,730 | 16.5% | $397.02万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $2,790.30万 | 0.02% | 365,749 | 103,473 | 39.5% | $789.40万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $2,769.37万 | 0.02% | 123,826 | 2,177 | 1.8% | $48.69万 | 加仓 |
| IFRA | ISHARES TR | $2,764.25万 | 0.02% | 438,490 | 4,470 | 1.0% | $28.18万 | 加仓 |
| NVR | NVR INC | $2,758.92万 | 0.02% | 4,049 | 1,697 | 72.2% | $1,156.31万 | 加仓 |
| EQIX | EQUINIX INC | $2,728.50万 | 0.02% | 26,176 | 4,598 | 21.3% | $479.28万 | 加仓 |
| BWX | SPDR SERIES TRUST | $2,724.80万 | 0.02% | 1,256,828 | -93,955 | -7.0% | -$203.69万 | 减仓 |
| FAST | FASTENAL CO | $2,722.14万 | 0.02% | 566,757 | -278,390 | -32.9% | -$1,337.11万 | 减仓 |
| UL | UNILEVER PLC | $2,720.76万 | 0.02% | 452,555 | 47,447 | 11.7% | $285.25万 | 加仓 |
| BSY | BENTLEY SYS INC | $2,719.97万 | 0.02% | 909,994 | 27,624 | 3.1% | $82.57万 | 加仓 |
| GM | GENERAL MTRS CO | $2,707.87万 | 0.02% | 351,306 | 44,357 | 14.5% | $341.90万 | 加仓 |
| MET | METLIFE INC | $2,701.11万 | 0.02% | 319,242 | 63,820 | 25.0% | $539.98万 | 加仓 |
| VICI | VICI PPTYS INC | $2,697.94万 | 0.02% | 1,016,173 | 270,845 | 36.3% | $719.09万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,690.47万 | 0.02% | 19,463 | 782 | 4.2% | $108.10万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,684.47万 | 0.02% | 108,083 | -2,867 | -2.6% | -$71.21万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $2,677.30万 | 0.02% | 156,696 | 156,696 | — | $2,677.30万 | 新建仓 |
| IJJ | ISHARES TR | $2,670.61万 | 0.02% | 180,776 | -19,668 | -9.8% | -$290.56万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $2,659.18万 | 0.02% | 496,024 | -31,373 | -5.9% | -$168.19万 | 减仓 |