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 |
|---|---|---|---|---|---|---|---|---|
| — | BANK MONTREAL MEDIUM | $4.08万 | 0.00% | 10,000 | 10,000 | — | $4.08万 | 新建仓 |
| — | QUANTUM SI INC | $4.07万 | 0.00% | 52,548 | 52,548 | — | $4.07万 | 新建仓 |
| — | LEXINFINTECH HLDGS LTD | $4.05万 | 0.00% | 18,568 | -41,439 | -69.1% | -$9.03万 | 减仓 |
| — | WILLAMETTE VALLEY VINEYARDS | $4.01万 | 0.00% | 15,611 | 11 | 0.1% | $28 | 加仓 |
| — | MAIA BIOTECHNOLOGY INC | $4.00万 | 0.00% | 28,602 | -220 | -0.8% | -$308 | 减仓 |
| — | GENASYS INC | $3.97万 | 0.00% | 21,794 | 0 | 0.0% | — | 不变 |
| — | EIGHTCO HOLDINGS INC | $3.93万 | 0.00% | 42,210 | 42,210 | — | $3.93万 | 新建仓 |
| — | IMMUNIC INC | $3.89万 | 0.00% | 35,022 | 22 | 0.1% | $24 | 加仓 |
| KLC | KINDERCARE LEARNING COMPANIE | $3.88万 | 0.00% | 17,622 | -1,155 | -6.2% | -$2,541 | 减仓 |
| BLZE | BACKBLAZE INC | $3.85万 | 0.00% | 11,167 | 11,167 | — | $3.85万 | 新建仓 |
| EVGO | EVGO INC | $3.84万 | 0.00% | 22,328 | -52,166 | -70.0% | -$8.97万 | 减仓 |
| CNDT | CONDUENT INC | $3.83万 | 0.00% | 29,925 | -80,172 | -72.8% | -$10.26万 | 减仓 |
| — | MFS GOVT MKTS INCOME TR | $3.76万 | 0.00% | 12,782 | 1,204 | 10.4% | $3,540 | 加仓 |
| — | NANO DIMENSION LTD | $3.75万 | 0.00% | 22,087 | 1,049 | 5.0% | $1,783 | 加仓 |
| — | AEMETIS INC | $3.72万 | 0.00% | 11,650 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTMT HLDGS INC | $3.66万 | 0.00% | 37,395 | 14,067 | 60.3% | $1.38万 | 加仓 |
| — | VILLAGE FARMS INTL INC | $3.58万 | 0.00% | 12,602 | -925 | -6.8% | -$2,627 | 减仓 |
| IQ | IQIYI INC | $3.57万 | 0.00% | 26,426 | -127,841 | -82.9% | -$17.26万 | 减仓 |
| GAU | GALIANO GOLD INC | $3.54万 | 0.00% | 14,101 | 14,101 | — | $3.54万 | 新建仓 |
| — | NANO X IMAGING LTD | $3.33万 | 0.00% | 14,687 | -4,055 | -21.6% | -$9,205 | 重新持有 |
| — | INSPIREMD INC | $3.21万 | 0.00% | 19,714 | 0 | 0.0% | — | 不变 |
| — | CARIBOU BIOSCIENCES INC | $3.13万 | 0.00% | 16,500 | -2,000 | -10.8% | -$3,800 | 减仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $3.13万 | 0.00% | 16,451 | 575 | 3.6% | $1,092 | 加仓 |
| — | 3D SYS CORP DEL | $3.12万 | 0.00% | 34,000 | 0 | 0.0% | — | 不变 |
| — | AMERICAN BITCOIN CORP. | $3.09万 | 0.00% | 33,388 | 10,673 | 47.0% | $9,866 | 加仓 |
| — | REKOR SYSTEMS INC | $3.04万 | 0.00% | 37,120 | 391 | 1.1% | $321 | 加仓 |
| — | PULMONX CORP | $2.93万 | 0.00% | 22,731 | 3,698 | 19.4% | $4,770 | 加仓 |
| — | GALECTIN THERAPEUTICS INC | $2.93万 | 0.00% | 10,485 | -780 | -6.9% | -$2,176 | 减仓 |
| — | APTERA MOTORS CORP | $2.89万 | 0.00% | 10,917 | 10,917 | — | $2.89万 | 新建仓 |
| — | NEUBERGER R/EST SECS INC FD | $2.86万 | 0.00% | 10,081 | -636 | -5.9% | -$1,806 | 减仓 |
| QNC | QUANTUM EMOTION CORP | $2.78万 | 0.00% | 12,130 | 12,130 | — | $2.78万 | 新建仓 |
| — | BRC INC | $2.76万 | 0.00% | 35,546 | 12,538 | 54.5% | $9,732 | 加仓 |
| CMTG | CLAROS MTG TR INC | $2.73万 | 0.00% | 11,473 | -10,148 | -46.9% | -$2.42万 | 减仓 |
| — | MICROVAST HOLDINGS INC | $2.64万 | 0.00% | 17,608 | -7,889 | -30.9% | -$1.18万 | 减仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $2.63万 | 0.00% | 33,192 | 12,973 | 64.2% | $1.03万 | 加仓 |
| CDE | COEUR MNG INC 看涨期权 | $2.56万 | 0.00% | 20,000 | 20,000 | — | $2.56万 | 新建仓 |
| INFQ | INFLEQTION INC 看涨期权 | $2.55万 | 0.00% | 20,000 | 20,000 | — | $2.55万 | 新建仓 |
| — | COHERUS ONCOLOGY INC | $2.49万 | 0.00% | 14,744 | 14,744 | — | $2.49万 | 新建仓 |
| — | PRAIRIE OPER CO | $2.47万 | 0.00% | 12,177 | 12,177 | — | $2.47万 | 新建仓 |
| CINF | CINCINNATI FINL CORP 看跌期权 | $2.46万 | 0.00% | 15,000 | -30,000 | -66.7% | -$4.93万 | 重新持有 |
| — | DOUGLAS ELLIMAN INC | $2.34万 | 0.00% | 14,290 | 1,919 | 15.5% | $3,147 | 加仓 |
| — | RUMBLE INC | $2.30万 | 0.00% | 21,500 | 10,000 | 87.0% | $1.07万 | 加仓 |
| — | COGNITION THERAPEUTICS INC | $2.29万 | 0.00% | 30,204 | 200 | 0.7% | $152 | 加仓 |
| — | MARKER THERAPEUTICS INC | $2.25万 | 0.00% | 17,312 | 0 | 0.0% | — | 不变 |
| — | SOL STRATEGIES INC | $2.22万 | 0.00% | 22,510 | 22,510 | — | $2.22万 | 新建仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $2.16万 | 0.00% | 13,685 | -4,522 | -24.8% | -$7,145 | 减仓 |
| — | CARDLYTICS INC | $1.94万 | 0.00% | 18,515 | 0 | 0.0% | — | 不变 |
| — | SKYX PLATFORMS CORP | $1.94万 | 0.00% | 17,295 | 17,295 | — | $1.94万 | 新建仓 |
| — | EHEALTH INC | $1.86万 | 0.00% | 14,382 | 14,382 | — | $1.86万 | 新建仓 |
| — | BIOMEA FUSION INC | $1.84万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | HAIN CELESTIAL GROUP INC | $1.72万 | 0.00% | 24,690 | 13,775 | 126.2% | $9,612 | 加仓 |
| LAB | STANDARD BIOTOOLS INC | $1.70万 | 0.00% | 18,468 | -27,567 | -59.9% | -$2.53万 | 减仓 |
| — | LUCID DIAGNOSTICS INC | $1.66万 | 0.00% | 14,420 | 2,553 | 21.5% | $2,936 | 加仓 |
| — | MFS INTER HIGH INCOME FD | $1.62万 | 0.00% | 10,011 | 10,011 | — | $1.62万 | 新建仓 |
| — | MILESTONE PHARMACEUTICALS IN | $1.60万 | 0.00% | 13,410 | -10,000 | -42.7% | -$1.19万 | 减仓 |
| POET | POET TECHNOLOGIES INC 看涨期权 | $1.59万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | JELD-WEN HLDG INC | $1.46万 | 0.00% | 11,811 | -28,623 | -70.8% | -$3.55万 | 重新持有 |
| XRX | XEROX HOLDINGS CORP | $1.36万 | 0.00% | 10,530 | -55,766 | -84.1% | -$7.19万 | 减仓 |
| — | THE BEAUTY HEALTH COMPANY | $1.32万 | 0.00% | 14,885 | -939 | -5.9% | -$836 | 减仓 |
| — | WM TECHNOLOGY INC | $1.32万 | 0.00% | 20,085 | 20,085 | — | $1.32万 | 新建仓 |
| — | ZEVIA PBC | $1.26万 | 0.00% | 10,763 | 10,763 | — | $1.26万 | 新建仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $1.25万 | 0.00% | 45,358 | 45,358 | — | $1.25万 | 新建仓 |
| — | WHEELS UP EXPERIENCE INC | $1.24万 | 0.00% | 23,963 | 4,512 | 23.2% | $2,330 | 重新持有 |
| — | ONCOLYTICS BIOTECH INC | $1.23万 | 0.00% | 14,545 | 1,215 | 9.1% | $1,031 | 加仓 |
| — | DIGINEX LTD | $1.23万 | 0.00% | 25,602 | 25,602 | — | $1.23万 | 新建仓 |
| — | CYTOSORBENTS CORP | $1.21万 | 0.00% | 21,295 | 0 | 0.0% | — | 不变 |
| — | CASTELLUM INC | $1.20万 | 0.00% | 20,320 | 320 | 1.6% | $189 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $1.16万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | WESTWATER RES INC | $1.14万 | 0.00% | 17,415 | 0 | 0.0% | — | 不变 |
| — | AIRSHIP AI HLDGS INC | $1.06万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC 看涨期权 | $1.04万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ZEO ENERGY CORP | $9,918 | 0.00% | 17,278 | 0 | 0.0% | — | 不变 |
| — | SCYNEXIS INC | $9,782 | 0.00% | 10,669 | -1,964 | -15.5% | -$1,801 | 减仓 |
| — | TEADS HLDG CO | $9,764 | 0.00% | 14,825 | 14,825 | — | $9,764 | 新建仓 |
| — | DEFI TECHNOLOGIES INC | $9,688 | 0.00% | 17,534 | -5 | -0.0% | -$3 | 减仓 |
| — | BANZAI INTERNATIONAL INC | $9,645 | 0.00% | 10,141 | 10,141 | — | $9,645 | 新建仓 |
| — | NEUROSENSE THERAPEUTICS LTD | $8,993 | 0.00% | 11,911 | 0 | 0.0% | — | 不变 |
| — | ATYR PHARMA INC | $8,196 | 0.00% | 10,508 | 10,508 | — | $8,196 | 新建仓 |
| — | MAXCYTE INC | $7,707 | 0.00% | 10,971 | 10,971 | — | $7,707 | 新建仓 |
| — | FRACTYL HEALTH INC | $7,567 | 0.00% | 16,528 | -986 | -5.6% | -$451 | 减仓 |
| — | DOCGO INC | $6,905 | 0.00% | 10,976 | 10,976 | — | $6,905 | 新建仓 |
| — | ACCURAY INC DEL | $5,477 | 0.00% | 14,112 | 14,112 | — | $5,477 | 新建仓 |
| — | NEXTNRG INC | $5,299 | 0.00% | 13,248 | 13,248 | — | $5,299 | 新建仓 |
| — | SHARPS TECHNOLOGY INC | $4,048 | 0.00% | 110,000 | 10,000 | 10.0% | $368 | 加仓 |
| — | SANGAMO THERAPEUTICS INC | $3,664 | 0.00% | 14,840 | 1,990 | 15.5% | $491 | 加仓 |
| — | VOLITIONRX LTD | $2,592 | 0.00% | 12,834 | 0 | 0.0% | — | 不变 |
| — | ARBE ROBOTICS LTD | $2,455 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | GABELLI EQUITY TR INC | $2,226 | 0.00% | 317,960 | 317,960 | — | $2,226 | 新建仓 |
| — | PAGAYA TECHNOLOGIES LTD | $1,900 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | PSQ HOLDINGS INC | $444 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -181,790 | -100.0% | -$3,342.38万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -20,822 | -100.0% | -$928.80万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -118,104 | -100.0% | -$591.11万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -61,901 | -100.0% | -$590.60万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -52,872 | -100.0% | -$536.96万 | 清仓 |
| WFC | WELLS FARGO CO NEW 看涨期权 | $0 | 0.00% | 0 | -120,000 | -100.0% | -$520.11万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -69,135 | -100.0% | -$498.67万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -153,503 | -100.0% | -$464.19万 | 清仓 |
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -89,841 | -100.0% | -$374.64万 | 清仓 |