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 |
|---|---|---|---|---|---|---|---|---|
| ACTG | ACACIA RESH CORP | $10.08万 | 0.00% | 20,950 | 20,950 | — | $10.08万 | 新建仓 |
| — | EATON VANCE SR INCOME TR | $10.07万 | 0.00% | 20,171 | 20,171 | — | $10.07万 | 新建仓 |
| PSNL | PERSONALIS INC | $10.03万 | 0.00% | 15,748 | -20 | -0.1% | -$127 | 减仓 |
| MSOS | ADVISORSHARES TR | $9.98万 | 0.00% | 28,117 | 3,264 | 13.1% | $1.16万 | 加仓 |
| — | SABA CAPITAL INCOME & OPPORT | $9.94万 | 0.00% | 11,944 | 11,944 | — | $9.94万 | 新建仓 |
| JACK | JACK IN THE BOX INC | $9.86万 | 0.00% | 10,198 | -54,109 | -84.1% | -$52.32万 | 减仓 |
| PRME | PRIME MEDICINE INC | $9.83万 | 0.00% | 28,246 | 10,354 | 57.9% | $3.60万 | 加仓 |
| UPB | UPSTREAM BIO INC | $9.77万 | 0.00% | 10,850 | -899 | -7.7% | -$8,091 | 减仓 |
| EXK | ENDEAVOUR SILVER CORP | $9.75万 | 0.00% | 10,475 | -7,230 | -40.8% | -$6.73万 | 减仓 |
| — | MFS CHARTER INCOME TR | $9.72万 | 0.00% | 16,046 | 16,046 | — | $9.72万 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC | $9.66万 | 0.00% | 17,893 | -729 | -3.9% | -$3,937 | 减仓 |
| MRNA | MODERNA INC 看涨期权 | $9.66万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ZIP | ZIPRECRUITER INC | $9.65万 | 0.00% | 52,458 | 34,313 | 189.1% | $6.31万 | 加仓 |
| — | ATAIBECKLEY INC | $9.63万 | 0.00% | 27,191 | 27,191 | — | $9.63万 | 新建仓 |
| PAYO | PAYONEER GLOBAL INC | $9.56万 | 0.00% | 19,791 | 19,791 | — | $9.56万 | 新建仓 |
| DDD | 3D SYS CORP DEL | $9.43万 | 0.00% | 50,154 | 23,200 | 86.1% | $4.36万 | 加仓 |
| AURA | AURA BIOSCIENCES INC | $9.41万 | 0.00% | 14,073 | 2,779 | 24.6% | $1.86万 | 加仓 |
| KELYA | KELLY SVCS INC | $9.40万 | 0.00% | 10,617 | -4,734 | -30.8% | -$4.19万 | 减仓 |
| — | ELEVATION SERIES TRUST | $9.32万 | 0.00% | 11,876 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $9.31万 | 0.00% | 17,940 | -1,084 | -5.7% | -$5,626 | 减仓 |
| — | SEVEN HILLS REALTY TRUST | $9.21万 | 0.00% | 11,201 | 11,201 | — | $9.21万 | 新建仓 |
| WB | WEIBO CORP | $9.11万 | 0.00% | 10,408 | -98 | -0.9% | -$857 | 减仓 |
| SVV | SAVERS VALUE VLG INC | $9.10万 | 0.00% | 12,234 | -3,422 | -21.9% | -$2.55万 | 重新持有 |
| — | BEELINE HOLDINGS INC | $8.97万 | 0.00% | 38,175 | 3,818 | 11.1% | $8,972 | 加仓 |
| IHS | IHS HOLDING LIMITED | $8.93万 | 0.00% | 10,849 | -41 | -0.4% | -$337 | 减仓 |
| — | EMPIRE ST RLTY OP L P | $8.80万 | 0.00% | 17,463 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $8.76万 | 0.00% | 57,613 | 3,181 | 5.8% | $4,835 | 加仓 |
| NXH | BED BATH & BEYOND INC | $8.75万 | 0.00% | 18,864 | 18,864 | — | $8.75万 | 新建仓 |
| EU | ENCORE ENERGY CORP | $8.69万 | 0.00% | 48,254 | -23,161 | -32.4% | -$4.17万 | 减仓 |
| INN | SUMMIT HOTEL PPTYS | $8.52万 | 0.00% | 19,277 | -5,587 | -22.5% | -$2.47万 | 减仓 |
| QUAD | QUAD / GRAPHICS INC | $8.50万 | 0.00% | 12,859 | 288 | 2.3% | $1,904 | 加仓 |
| GSM | FERROGLOBE PLC | $8.45万 | 0.00% | 20,506 | -22,464 | -52.3% | -$9.26万 | 减仓 |
| — | PUTNAM ETF TRUST | $8.34万 | 0.00% | 10,686 | 10,686 | — | $8.34万 | 新建仓 |
| — | ON24 INC | $8.15万 | 0.00% | 10,056 | 10,056 | — | $8.15万 | 新建仓 |
| — | APYX MEDICAL CORPORATION | $8.08万 | 0.00% | 21,900 | 5,000 | 29.6% | $1.84万 | 加仓 |
| STLN | THE ONCOLOGY INSTITUTE INC | $8.05万 | 0.00% | 26,212 | -52,421 | -66.7% | -$16.09万 | 减仓 |
| — | WESTERN ASSET HIGH INCOME OP | $8.04万 | 0.00% | 22,147 | 22,147 | — | $8.04万 | 新建仓 |
| AGL | AGILON HEALTH INC | $8.03万 | 0.00% | 10,156 | 10,156 | — | $8.03万 | 新建仓 |
| APPS | DIGITAL TURBINE INC | $8.03万 | 0.00% | 27,866 | 2,629 | 10.4% | $7,572 | 加仓 |
| — | CHARGEPOINT HOLDINGS INC | $7.93万 | 0.00% | 16,326 | 630 | 4.0% | $3,062 | 加仓 |
| STTK | SHATTUCK LABS INC | $7.93万 | 0.00% | 12,335 | 0 | 0.0% | — | 不变 |
| JFR | NUVEEN FLOATING RATE INCOME | $7.89万 | 0.00% | 10,494 | 10,494 | — | $7.89万 | 新建仓 |
| — | RIVERVIEW BANCORP INC | $7.71万 | 0.00% | 14,019 | -9 | -0.1% | -$50 | 减仓 |
| TE | T1 ENERGY INC | $7.62万 | 0.00% | 17,359 | 7,213 | 71.1% | $3.17万 | 加仓 |
| HYLN | HYLIION HOLDINGS CORP | $7.61万 | 0.00% | 43,218 | 16,637 | 62.6% | $2.93万 | 加仓 |
| — | NEW FORTRESS ENERGY INC | $7.56万 | 0.00% | 128,204 | 58,591 | 84.2% | $3.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $7.55万 | 0.00% | 10,000 | 7,500 | 300.0% | $5.66万 | 重新持有 |
| KREF | KKR REAL ESTATE FIN TR INC | $7.51万 | 0.00% | 12,275 | -6,066 | -33.1% | -$3.71万 | 重新持有 |
| — | ELME COMMUNITIES | $7.46万 | 0.00% | 37,126 | 16,990 | 84.4% | $3.42万 | 加仓 |
| — | LAIRD SUPERFOOD INC | $7.45万 | 0.00% | 34,642 | 0 | 0.0% | — | 不变 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $7.36万 | 0.00% | 26,385 | 7,121 | 37.0% | $1.99万 | 加仓 |
| — | EVE HLDG INC | $7.33万 | 0.00% | 29,553 | 12,517 | 73.5% | $3.10万 | 加仓 |
| BRW | SABA CAPITAL INCOME & OPRNT | $7.28万 | 0.00% | 10,807 | 10,807 | — | $7.28万 | 新建仓 |
| GENI | GENIUS SPORTS LIMITED | $7.28万 | 0.00% | 16,431 | 16,431 | — | $7.28万 | 新建仓 |
| RZLV | REZOLVE AI PLC | $7.19万 | 0.00% | 28,105 | 28,105 | — | $7.19万 | 新建仓 |
| — | CARDIFF ONCOLOGY INC | $7.06万 | 0.00% | 43,610 | 6,156 | 16.4% | $9,973 | 加仓 |
| VSTM | VERASTEM INC | $7.06万 | 0.00% | 13,324 | -1,697 | -11.3% | -$8,994 | 减仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $7.01万 | 0.00% | 10,885 | -5,592 | -33.9% | -$3.60万 | 减仓 |
| — | AMPLIFY ENERGY CORP NEW | $6.98万 | 0.00% | 11,185 | 257 | 2.4% | $1,604 | 加仓 |
| URG | UR-ENERGY INC | $6.89万 | 0.00% | 46,263 | -2,066 | -4.3% | -$3,078 | 减仓 |
| SLDP | SOLID POWER INC | $6.54万 | 0.00% | 21,813 | 1,160 | 5.6% | $3,480 | 加仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $6.47万 | 0.00% | 11,953 | -428 | -3.5% | -$2,315 | 减仓 |
| — | AMERICAN RES CORP | $6.46万 | 0.00% | 26,691 | -4,000 | -13.0% | -$9,680 | 减仓 |
| — | HUMACYTE INC | $6.38万 | 0.00% | 105,119 | 49,204 | 88.0% | $2.99万 | 加仓 |
| — | CBRE GBL REAL ESTATE INC FD | $6.30万 | 0.00% | 14,342 | -4,395 | -23.5% | -$1.93万 | 减仓 |
| — | EAGLE POINT CREDIT COMPANY I | $6.20万 | 0.00% | 16,485 | 2,218 | 15.5% | $8,340 | 加仓 |
| AHRT | AH RLTY TR INC | $6.15万 | 0.00% | 11,181 | -27,912 | -71.4% | -$15.35万 | 减仓 |
| RR | RICHTECH ROBOTICS INC | $5.98万 | 0.00% | 28,618 | 17,791 | 164.3% | $3.72万 | 加仓 |
| FATE | FATE THERAPEUTICS INC | $5.93万 | 0.00% | 49,425 | 25,534 | 106.9% | $3.06万 | 加仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $5.92万 | 0.00% | 45,564 | 8,795 | 23.9% | $1.14万 | 加仓 |
| — | PIMCO STRATEGIC INCOME FD | $5.82万 | 0.00% | 10,854 | -2,325 | -17.6% | -$1.25万 | 减仓 |
| XFOR | X4 PHARMACEUTICALS INC | $5.71万 | 0.00% | 13,819 | -2,608 | -15.9% | -$1.08万 | 减仓 |
| EDIT | EDITAS MEDICINE INC | $5.70万 | 0.00% | 23,084 | 23,084 | — | $5.70万 | 新建仓 |
| — | TUHURA BIOSCIENCES INC | $5.53万 | 0.00% | 30,894 | 7,800 | 33.8% | $1.40万 | 重新持有 |
| — | EXPENSIFY INC | $5.49万 | 0.00% | 63,059 | 63,059 | — | $5.49万 | 新建仓 |
| — | ATLAS LITHIUM CORP | $5.45万 | 0.00% | 12,525 | 0 | 0.0% | — | 不变 |
| — | CLEARSIGN TECHNOLOGIES CORP | $5.39万 | 0.00% | 12,355 | 12,355 | — | $5.39万 | 新建仓 |
| — | BLACKROCK TCP CAPITAL CORP | $5.31万 | 0.00% | 14,715 | 3,461 | 30.8% | $1.25万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看跌期权 | $5.31万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| ORGO | ORGANOGENESIS HLDGS INC | $5.30万 | 0.00% | 22,355 | -13,229 | -37.2% | -$3.14万 | 减仓 |
| INV | INNVENTURE INC | $5.16万 | 0.00% | 13,191 | 13,191 | — | $5.16万 | 新建仓 |
| — | BLAIZE HLDGS INC | $5.12万 | 0.00% | 134,700 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看跌期权 | $5.06万 | 0.00% | 41,500 | -13,900 | -25.1% | -$1.70万 | 减仓 |
| CDZI | CADIZ INC | $5.00万 | 0.00% | 10,185 | 10,185 | — | $5.00万 | 新建仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $4.94万 | 0.00% | 10,505 | 10,505 | — | $4.94万 | 新建仓 |
| — | ALDEYRA THERAPEUTICS INC | $4.88万 | 0.00% | 28,871 | -5,650 | -16.4% | -$9,549 | 减仓 |
| — | NERVGEN PHARMA CORP | $4.88万 | 0.00% | 12,937 | 12,937 | — | $4.88万 | 新建仓 |
| IHRT | IHEARTMEDIA INC | $4.78万 | 0.00% | 16,382 | -10,377 | -38.8% | -$3.03万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP 看跌期权 | $4.78万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| OCGN | OCUGEN INC | $4.72万 | 0.00% | 26,087 | 4,125 | 18.8% | $7,466 | 加仓 |
| GDRX | GOODRX HLDGS INC | $4.63万 | 0.00% | 23,624 | 2,515 | 11.9% | $4,929 | 加仓 |
| SLI | STANDARD LITHIUM LTD | $4.50万 | 0.00% | 13,201 | 13,201 | — | $4.50万 | 新建仓 |
| AIV | APARTMENT INVT & MGMT CO | $4.34万 | 0.00% | 10,666 | -2,005 | -15.8% | -$8,160 | 减仓 |
| — | BLAIZE HLDGS INC | $4.30万 | 0.00% | 23,600 | 23,600 | — | $4.30万 | 新建仓 |
| VTEX | VTEX | $4.26万 | 0.00% | 10,645 | 10,645 | — | $4.26万 | 新建仓 |
| — | AURORA CANNABIS INC | $4.24万 | 0.00% | 12,953 | 12,953 | — | $4.24万 | 新建仓 |
| — | TECHTARGET INC | $4.18万 | 0.00% | 10,779 | -21,152 | -66.2% | -$8.21万 | 减仓 |
| — | MAMMOTH ENERGY SVCS INC | $4.15万 | 0.00% | 16,950 | 4,844 | 40.0% | $1.19万 | 加仓 |
| — | GOSSAMER BIO INC | $4.13万 | 0.00% | 125,627 | 80,016 | 175.4% | $2.63万 | 加仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $4.10万 | 0.00% | 29,265 | -3,780 | -11.4% | -$5,292 | 减仓 |