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 |
|---|---|---|---|---|---|---|---|---|
| VSTM | VERASTEM INC | $18.18万 | 0.00% | 47,588 | 34,264 | 257.2% | $13.09万 | 加仓 |
| ADAM | ADAMAS TRUST INC. | $18.04万 | 0.00% | 19,230 | -2,232 | -10.4% | -$2.09万 | 减仓 |
| ELE | ELEMENTAL RTY CORP | $17.96万 | 0.00% | 10,285 | 0 | 0.0% | — | 不变 |
| HCKT | HACKETT GROUP INC | $17.94万 | 0.00% | 16,655 | -127,529 | -88.4% | -$137.35万 | 减仓 |
| KLC | KINDERCARE LEARNING COMPANIE | $17.93万 | 0.00% | 42,195 | 24,573 | 139.4% | $10.44万 | 加仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $17.88万 | 0.00% | 73,903 | -17,267 | -18.9% | -$4.18万 | 减仓 |
| KROS | KEROS THERAPEUTICS INC | $17.88万 | 0.00% | 16,708 | -1,099 | -6.2% | -$1.18万 | 减仓 |
| JKS | JINKOSOLAR HLDG CO LTD | $17.82万 | 0.00% | 10,609 | 10,609 | — | $17.82万 | 新建仓 |
| — | MESOBLAST LTD | $17.81万 | 0.00% | 13,164 | 1,364 | 11.6% | $1.85万 | 加仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $17.63万 | 0.00% | 15,399 | -1,086 | -6.6% | -$1.24万 | 减仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $17.58万 | 0.00% | 37,090 | -503 | -1.3% | -$2,384 | 减仓 |
| LCID | LUCID GROUP INC | $17.45万 | 0.00% | 26,082 | 10,500 | 67.4% | $7.02万 | 加仓 |
| SAFE | SAFEHOLD INC | $17.44万 | 0.00% | 11,107 | -2,487 | -18.3% | -$3.90万 | 减仓 |
| EVC | ENTRAVISION COMMUNICATIONS C | $17.36万 | 0.00% | 13,314 | 13,314 | — | $17.36万 | 新建仓 |
| — | NUVEEN MINN QUALITY MUN INM | $17.34万 | 0.00% | 14,322 | -14,323 | -50.0% | -$17.35万 | 减仓 |
| — | GABELLI MULTIMEDIA TR INC | $17.33万 | 0.00% | 41,167 | 41,167 | — | $17.33万 | 新建仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $17.32万 | 0.00% | 20,238 | -125 | -0.6% | -$1,070 | 减仓 |
| KVYO | KLAVIYO INC | $17.29万 | 0.00% | 11,450 | -16,506 | -59.0% | -$24.92万 | 减仓 |
| — | GAMESTOP CORP NEW | $17.29万 | 0.00% | 61,965 | 409 | 0.7% | $1,141 | 加仓 |
| CODI | COMPASS DIVERSIFIED | $17.27万 | 0.00% | 16,200 | 1,726 | 11.9% | $1.84万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $17.10万 | 0.00% | 37,020 | -15,588 | -29.6% | -$7.20万 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $17.06万 | 0.00% | 12,215 | -400 | -3.2% | -$5,588 | 减仓 |
| LI | LI AUTO INC | $17.03万 | 0.00% | 14,503 | -8,763 | -37.7% | -$10.29万 | 减仓 |
| — | SAN JUAN BASIN RTY TR | $17.02万 | 0.00% | 53,007 | 140 | 0.3% | $449 | 加仓 |
| — | DIAMEDICA THERAPEUTICS INC | $16.99万 | 0.00% | 24,140 | -9,459 | -28.2% | -$6.66万 | 减仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $16.95万 | 0.00% | 24,787 | 12,512 | 101.9% | $8.56万 | 加仓 |
| SAIL | SAILPOINT INC | $16.95万 | 0.00% | 11,579 | -3,878 | -25.1% | -$5.68万 | 减仓 |
| — | HANCOCK JOHN PREM DIVID FD | $16.88万 | 0.00% | 13,037 | 1,936 | 17.4% | $2.51万 | 加仓 |
| UA | UNDER ARMOUR INC | $16.76万 | 0.00% | 26,945 | -14,022 | -34.2% | -$8.72万 | 减仓 |
| GNW | GENWORTH FINL INC | $16.73万 | 0.00% | 17,661 | 1,688 | 10.6% | $1.60万 | 加仓 |
| NXH | BED BATH & BEYOND INC | $16.72万 | 0.00% | 28,885 | 10,021 | 53.1% | $5.80万 | 加仓 |
| BMBL | BUMBLE INC | $16.67万 | 0.00% | 52,092 | -56,386 | -52.0% | -$18.04万 | 减仓 |
| MSOS | ADVISORSHARES TR | $16.53万 | 0.00% | 32,536 | 4,419 | 15.7% | $2.24万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $16.45万 | 0.00% | 11,643 | 11,643 | — | $16.45万 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $16.38万 | 0.00% | 15,335 | -1,835 | -10.7% | -$1.96万 | 减仓 |
| CMRC | COMMERCE.COM INC | $16.31万 | 0.00% | 55,113 | 13,909 | 33.8% | $4.12万 | 加仓 |
| — | LAIRD SUPERFOOD INC | $16.28万 | 0.00% | 34,642 | 0 | 0.0% | — | 不变 |
| BIT | BLACKROCK MULTI SECTOR INC T | $16.28万 | 0.00% | 13,003 | 13,003 | — | $16.28万 | 新建仓 |
| — | ATAIBECKLEY INC | $16.22万 | 0.00% | 30,784 | 3,593 | 13.2% | $1.89万 | 加仓 |
| NGL | NGL ENERGY PARTNERS LP | $16.10万 | 0.00% | 10,106 | -9,000 | -47.1% | -$14.34万 | 减仓 |
| LTBR | LIGHTBRIDGE CORP | $16.06万 | 0.00% | 18,267 | 18,267 | — | $16.06万 | 新建仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $16.02万 | 0.00% | 12,794 | -4,000 | -23.8% | -$5.01万 | 减仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $16.00万 | 0.00% | 14,033 | -6,199 | -30.6% | -$7.07万 | 重新持有 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $15.99万 | 0.00% | 46,881 | -24,583 | -34.4% | -$8.38万 | 减仓 |
| AHCO | ADAPTHEALTH CORP | $15.91万 | 0.00% | 15,271 | -14,135 | -48.1% | -$14.73万 | 减仓 |
| MFA | MFA FINL INC | $15.79万 | 0.00% | 16,291 | -3,528 | -17.8% | -$3.42万 | 减仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $15.75万 | 0.00% | 22,336 | -2,599 | -10.4% | -$1.83万 | 减仓 |
| — | EVE HLDG INC | $15.74万 | 0.00% | 62,715 | 33,162 | 112.2% | $8.32万 | 加仓 |
| — | OLAPLEX HLDGS INC | $15.70万 | 0.00% | 76,602 | 6,863 | 9.8% | $1.41万 | 加仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $15.70万 | 0.00% | 15,840 | 15,840 | — | $15.70万 | 新建仓 |
| SOC | SABLE OFFSHORE CORP | $15.66万 | 0.00% | 50,835 | 18,197 | 55.8% | $5.60万 | 加仓 |
| AMC | AMC ENTMT HLDGS INC | $15.65万 | 0.00% | 82,364 | 44,969 | 120.3% | $8.54万 | 加仓 |
| FINV | FINVOLUTION GROUP | $15.64万 | 0.00% | 32,657 | -3,487 | -9.6% | -$1.67万 | 减仓 |
| SWIM | LATHAM GROUP INC | $15.51万 | 0.00% | 23,974 | 3,755 | 18.6% | $2.43万 | 加仓 |
| — | EXPENSIFY INC | $15.49万 | 0.00% | 86,538 | 23,479 | 37.2% | $4.20万 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP | $15.48万 | 0.00% | 59,780 | -48,569 | -44.8% | -$12.58万 | 减仓 |
| — | VIRTUS TOTAL RETURN FD INC | $15.48万 | 0.00% | 22,665 | -327 | -1.4% | -$2,233 | 减仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $15.32万 | 0.00% | 16,962 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $15.18万 | 0.00% | 11,862 | -134,055 | -91.9% | -$171.59万 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $15.09万 | 0.00% | 14,639 | 840 | 6.1% | $8,660 | 加仓 |
| — | LANDS END INC NEW | $15.09万 | 0.00% | 14,398 | -926 | -6.0% | -$9,704 | 减仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $15.03万 | 0.00% | 14,914 | 772 | 5.5% | $7,782 | 重新持有 |
| NCMI | NATIONAL CINEMEDIA INC | $14.87万 | 0.00% | 39,143 | -10,502 | -21.2% | -$3.99万 | 减仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $14.79万 | 0.00% | 102,020 | 56,456 | 123.9% | $8.19万 | 加仓 |
| ATOM | ATOMERA INC | $14.79万 | 0.00% | 16,981 | 16,981 | — | $14.79万 | 新建仓 |
| EDIT | EDITAS MEDICINE INC | $14.77万 | 0.00% | 45,572 | 22,488 | 97.4% | $7.29万 | 加仓 |
| EFC | ELLINGTON FINANCIAL INC | $14.68万 | 0.00% | 10,784 | 29 | 0.3% | $395 | 加仓 |
| PAYO | PAYONEER GLOBAL INC | $14.67万 | 0.00% | 20,598 | 807 | 4.1% | $5,746 | 加仓 |
| GSM | FERROGLOBE PLC | $14.66万 | 0.00% | 46,111 | 25,605 | 124.9% | $8.14万 | 加仓 |
| BOC | BOSTON OMAHA CORP | $14.63万 | 0.00% | 10,726 | -3,495 | -24.6% | -$4.77万 | 重新持有 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $14.42万 | 0.00% | 15,458 | -2,000 | -11.5% | -$1.87万 | 减仓 |
| — | CARECLOUD INC | $14.41万 | 0.00% | 67,964 | -542 | -0.8% | -$1,149 | 减仓 |
| URG | UR-ENERGY INC | $14.31万 | 0.00% | 105,207 | 58,944 | 127.4% | $8.02万 | 加仓 |
| NOAH | NOAH HLDGS LTD | $14.24万 | 0.00% | 14,258 | 4,047 | 39.6% | $4.04万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $14.01万 | 0.00% | 17,277 | -663 | -3.7% | -$5,377 | 减仓 |
| NB | NIOCORP DEVS LTD | $13.93万 | 0.00% | 28,890 | 1,554 | 5.7% | $7,490 | 加仓 |
| DQ | DAQO NEW ENERGY CORP | $13.89万 | 0.00% | 10,375 | 10,375 | — | $13.89万 | 新建仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $13.73万 | 0.00% | 12,362 | 1,369 | 12.5% | $1.52万 | 加仓 |
| OIH | VANECK ETF TRUST 看涨期权 | $13.69万 | 0.00% | 3,400 | 3,400 | — | $13.69万 | 新建仓 |
| GRFS | GRIFOLS S A | $13.63万 | 0.00% | 19,256 | -1,298 | -6.3% | -$9,190 | 减仓 |
| SITC | SITE CTRS CORP | $13.58万 | 0.00% | 34,201 | -4,413 | -11.4% | -$1.75万 | 减仓 |
| — | HIREQUEST INC | $13.53万 | 0.00% | 10,776 | -1,444 | -11.8% | -$1.81万 | 减仓 |
| — | GENELUX CORPORATION | $13.48万 | 0.00% | 44,794 | -778 | -1.7% | -$2,342 | 减仓 |
| SSP | SCRIPPS E W CO OHIO | $13.45万 | 0.00% | 48,547 | -6,852 | -12.4% | -$1.90万 | 减仓 |
| SERV | SERVE ROBOTICS INC | $13.41万 | 0.00% | 20,385 | -274 | -1.3% | -$1,803 | 减仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $13.40万 | 0.00% | 25,435 | 3,826 | 17.7% | $2.02万 | 加仓 |
| AIV | APARTMENT INVT & MGMT CO | $13.34万 | 0.00% | 44,924 | 34,258 | 321.2% | $10.17万 | 加仓 |
| GDRX | GOODRX HLDGS INC | $13.18万 | 0.00% | 45,767 | 22,143 | 93.7% | $6.38万 | 加仓 |
| AVGO | BROADCOM INC 看跌期权 | $13.15万 | 0.00% | 4,100 | 4,100 | — | $13.15万 | 新建仓 |
| GROY | GOLD ROYALTY CORP | $13.10万 | 0.00% | 47,446 | 0 | 0.0% | — | 不变 |
| SB | SAFE BULKERS INC | $13.08万 | 0.00% | 20,730 | -1,913 | -8.4% | -$1.21万 | 减仓 |
| TMC | TMC THE METALS COMPANY INC | $13.06万 | 0.00% | 29,485 | 7,306 | 32.9% | $3.24万 | 加仓 |
| BVS | BIOVENTUS INC | $12.97万 | 0.00% | 13,739 | 1,310 | 10.5% | $1.24万 | 加仓 |
| — | KKR INCOME OPPORTUNITIES FD | $12.73万 | 0.00% | 11,306 | 11,306 | — | $12.73万 | 新建仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $12.72万 | 0.00% | 46,768 | 180 | 0.4% | $490 | 加仓 |
| FPI | FARMLAND PARTNERS INC | $12.72万 | 0.00% | 13,139 | -20,559 | -61.0% | -$19.90万 | 减仓 |
| OFIX | ORTHOFIX MED INC | $12.71万 | 0.00% | 13,911 | -75,823 | -84.5% | -$69.30万 | 减仓 |
| ABEO | ABEONA THERAPEUTICS INC | $12.67万 | 0.00% | 20,503 | 20,503 | — | $12.67万 | 新建仓 |
| RLX | RLX TECHNOLOGY INC | $12.62万 | 0.00% | 66,409 | 0 | 0.0% | — | 不变 |
| — | XUNLEI LTD | $12.61万 | 0.00% | 22,540 | 7,866 | 53.6% | $4.40万 | 重新持有 |