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 |
|---|---|---|---|---|---|---|---|---|
| IQ | IQIYI INC | $12.57万 | 0.00% | 120,913 | 94,487 | 357.6% | $9.83万 | 加仓 |
| — | OPEN LENDING CORP | $12.56万 | 0.00% | 40,372 | 40,372 | — | $12.56万 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP | $12.54万 | 0.00% | 24,077 | -19,141 | -44.3% | -$9.97万 | 减仓 |
| CCU | COMPANIA CERVECERIAS UNIDAS | $12.48万 | 0.00% | 11,146 | 11,146 | — | $12.48万 | 新建仓 |
| — | BAKKT INC | $12.47万 | 0.00% | 15,966 | 15,966 | — | $12.47万 | 新建仓 |
| — | AIRSHIP AI HLDGS INC | $12.47万 | 0.00% | 52,165 | -1,003 | -1.9% | -$2,397 | 减仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $12.45万 | 0.00% | 15,765 | -831 | -5.0% | -$6,565 | 减仓 |
| — | CREDIT SUISSE HIGH YIELD CRE | $12.32万 | 0.00% | 69,208 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $12.31万 | 0.00% | 15,529 | 2,368 | 18.0% | $1.88万 | 加仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $12.27万 | 0.00% | 42,450 | 42,450 | — | $12.27万 | 新建仓 |
| — | PUTNAM ETF TRUST | $12.20万 | 0.00% | 15,310 | 4,624 | 43.3% | $3.69万 | 加仓 |
| — | NUVEEN NY AMT FREE | $12.09万 | 0.00% | 11,281 | -5,358 | -32.2% | -$5.74万 | 减仓 |
| — | NANOVIRICIDES INC | $11.97万 | 0.00% | 86,761 | 86,761 | — | $11.97万 | 新建仓 |
| IHRT | IHEARTMEDIA INC | $11.95万 | 0.00% | 27,861 | 11,479 | 70.1% | $4.92万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $11.90万 | 0.00% | 10,896 | -6,585 | -37.7% | -$7.19万 | 减仓 |
| EGHT | 8X8 INC NEW | $11.89万 | 0.00% | 69,544 | -47,679 | -40.7% | -$8.15万 | 减仓 |
| IHS | IHS HOLDING LIMITED | $11.84万 | 0.00% | 14,369 | 3,520 | 32.4% | $2.90万 | 加仓 |
| QUAD | QUAD / GRAPHICS INC | $11.75万 | 0.00% | 13,938 | 1,079 | 8.4% | $9,096 | 加仓 |
| — | TIDAL TRUST II | $11.71万 | 0.00% | 14,490 | 847 | 6.2% | $6,844 | 加仓 |
| NUS | NU SKIN ENTERPRISES INC | $11.67万 | 0.00% | 22,100 | -147,135 | -86.9% | -$77.69万 | 减仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $11.58万 | 0.00% | 11,755 | 11,755 | — | $11.58万 | 新建仓 |
| — | INVESCO ADVANTAGE MUN INCOME | $11.52万 | 0.00% | 12,156 | 126 | 1.0% | $1,195 | 加仓 |
| — | BIGBEAR AI HLDGS INC | $11.24万 | 0.00% | 316,629 | 5,000 | 1.6% | $1,775 | 加仓 |
| VG | VENTURE GLOBAL INC | $11.24万 | 0.00% | 10,096 | 10,096 | — | $11.24万 | 新建仓 |
| TRLV | TRULIEVE CANNABIS CORP | $11.16万 | 0.00% | 11,348 | 11,348 | — | $11.16万 | 新建仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $11.11万 | 0.00% | 39,273 | 12,888 | 48.8% | $3.65万 | 加仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $11.02万 | 0.00% | 11,781 | -8,392 | -41.6% | -$7.85万 | 减仓 |
| AURA | AURA BIOSCIENCES INC | $10.99万 | 0.00% | 15,472 | 1,399 | 9.9% | $9,933 | 加仓 |
| PSEC | PROSPECT CAP CORP | $10.82万 | 0.00% | 46,845 | -135,508 | -74.3% | -$31.30万 | 减仓 |
| GEVO | GEVO INC | $10.79万 | 0.00% | 71,912 | 32,048 | 80.4% | $4.81万 | 加仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $10.74万 | 0.00% | 23,103 | -28,692 | -55.4% | -$13.34万 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $10.71万 | 0.00% | 19,651 | -3,756 | -16.0% | -$2.05万 | 减仓 |
| — | TILRAY BRANDS INC | $10.69万 | 0.00% | 23,815 | -2,696 | -10.2% | -$1.21万 | 减仓 |
| RWT | REDWOOD TRUST INC | $10.59万 | 0.00% | 22,332 | 3,416 | 18.1% | $1.62万 | 加仓 |
| THRY | THRYV HLDGS INC | $10.38万 | 0.00% | 26,351 | 26,351 | — | $10.38万 | 新建仓 |
| — | TREACE MED CONCEPTS INC | $10.34万 | 0.00% | 25,982 | 25,982 | — | $10.34万 | 新建仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $10.28万 | 0.00% | 13,081 | -688 | -5.0% | -$5,408 | 减仓 |
| — | MICROVAST HOLDINGS INC | $10.21万 | 0.00% | 87,265 | 69,657 | 395.6% | $8.15万 | 加仓 |
| NEWP | NEW PAC METALS CORP | $10.01万 | 0.00% | 24,900 | -9,700 | -28.0% | -$3.90万 | 减仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $9.95万 | 0.00% | 48,542 | -20,706 | -29.9% | -$4.24万 | 减仓 |
| NMFC | NEW MTN FIN CORP | $9.91万 | 0.00% | 13,826 | -429 | -3.0% | -$3,076 | 减仓 |
| — | APYX MEDICAL CORPORATION | $9.83万 | 0.00% | 21,900 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $9.77万 | 0.00% | 11,876 | 0 | 0.0% | — | 不变 |
| — | EMPIRE ST RLTY OP L P | $9.69万 | 0.00% | 17,463 | 0 | 0.0% | — | 不变 |
| — | BRASKEM SA | $9.63万 | 0.00% | 39,461 | -10,155 | -20.5% | -$2.48万 | 减仓 |
| — | JELD-WEN HLDG INC | $9.45万 | 0.00% | 63,009 | 51,198 | 433.5% | $7.68万 | 加仓 |
| AAPL | APPLE INC 看涨期权 | $9.45万 | 0.00% | 10,000 | 10,000 | — | $9.45万 | 新建仓 |
| AAPL | APPLE INC 看跌期权 | $9.45万 | 0.00% | 67,700 | 26,200 | 63.1% | $3.66万 | 加仓 |
| — | PIMCO HIGH INCOME FD | $9.39万 | 0.00% | 20,145 | 20,145 | — | $9.39万 | 新建仓 |
| — | DATAVAULT AI INC | $9.32万 | 0.00% | 266,320 | 0 | 0.0% | — | 不变 |
| ELDN | ELEDON PHARMACEUTICALS INC | $9.24万 | 0.00% | 23,459 | 23,459 | — | $9.24万 | 新建仓 |
| — | CHARGEPOINT HOLDINGS INC | $9.24万 | 0.00% | 15,636 | -690 | -4.2% | -$4,078 | 减仓 |
| — | SEVEN HILLS REALTY TRUST | $9.14万 | 0.00% | 10,846 | -355 | -3.2% | -$2,993 | 减仓 |
| — | KESTREL GROUP LTD | $9.11万 | 0.00% | 10,125 | -372 | -3.5% | -$3,348 | 减仓 |
| FIP | FTAI INFRASTRUCTURE INC | $9.08万 | 0.00% | 19,579 | -1,946 | -9.0% | -$9,029 | 减仓 |
| CGNT | COGNYTE SOFTWARE LTD | $9.01万 | 0.00% | 10,260 | 10,260 | — | $9.01万 | 新建仓 |
| RXST | RXSIGHT INC | $8.86万 | 0.00% | 18,380 | -19,945 | -52.0% | -$9.61万 | 减仓 |
| — | CBRE GBL REAL ESTATE INC FD | $8.84万 | 0.00% | 19,178 | 4,836 | 33.7% | $2.23万 | 加仓 |
| — | GRANITESHARES ETF TR | $8.83万 | 0.00% | 20,686 | 20,686 | — | $8.83万 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC | $8.74万 | 0.00% | 17,728 | -165 | -0.9% | -$813 | 减仓 |
| AIRS | AIRSCULPT TECHNOLOGIES INC | $8.69万 | 0.00% | 19,322 | 19,322 | — | $8.69万 | 新建仓 |
| — | HUMACYTE INC | $8.69万 | 0.00% | 111,342 | 6,223 | 5.9% | $4,856 | 加仓 |
| — | OSISKO DEVELOPMENT CORP | $8.66万 | 0.00% | 35,216 | 550 | 1.6% | $1,353 | 加仓 |
| — | WESTERN ASSET HIGH INCOME OP | $8.65万 | 0.00% | 23,770 | 1,623 | 7.3% | $5,908 | 加仓 |
| — | HEALTH CATALYST INC | $8.63万 | 0.00% | 43,349 | -47,973 | -52.5% | -$9.55万 | 减仓 |
| STTK | SHATTUCK LABS INC | $8.56万 | 0.00% | 12,335 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $8.30万 | 0.00% | 57,673 | 60 | 0.1% | $86 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $8.29万 | 0.00% | 7,000 | 7,000 | — | $8.29万 | 新建仓 |
| XRX | XEROX HOLDINGS CORP | $8.29万 | 0.00% | 26,489 | 15,959 | 151.6% | $5.00万 | 加仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $8.21万 | 0.00% | 14,309 | 2,356 | 19.7% | $1.35万 | 加仓 |
| — | ALDEYRA THERAPEUTICS INC | $8.14万 | 0.00% | 38,200 | 9,329 | 32.3% | $1.99万 | 加仓 |
| — | BLACKROCK TCP CAPITAL CORP | $8.06万 | 0.00% | 23,998 | 9,283 | 63.1% | $3.12万 | 加仓 |
| LAES | SEALSQ CORP | $8.05万 | 0.00% | 25,562 | 25,562 | — | $8.05万 | 新建仓 |
| — | BEYOND MEAT INC | $8.02万 | 0.00% | 106,936 | -61,803 | -36.6% | -$4.64万 | 减仓 |
| QTRX | QUANTERIX CORP | $8.01万 | 0.00% | 18,538 | 18,538 | — | $8.01万 | 新建仓 |
| PRME | PRIME MEDICINE INC | $7.86万 | 0.00% | 21,295 | -6,951 | -24.6% | -$2.56万 | 减仓 |
| FULC | FULCRUM THERAPEUTICS INC | $7.82万 | 0.00% | 21,373 | -42,716 | -66.7% | -$15.63万 | 减仓 |
| — | GOLDMINING INC | $7.82万 | 0.00% | 86,199 | -6,509 | -7.0% | -$5,904 | 减仓 |
| — | RIVERVIEW BANCORP INC | $7.68万 | 0.00% | 14,138 | 119 | 0.8% | $646 | 加仓 |
| — | INSPIREMD INC | $7.63万 | 0.00% | 108,964 | 89,250 | 452.7% | $6.25万 | 加仓 |
| CNDT | CONDUENT INC | $7.62万 | 0.00% | 52,201 | 22,276 | 74.4% | $3.25万 | 加仓 |
| — | ARGO BLOCKCHAIN PLC | $7.60万 | 0.00% | 20,005 | 20,005 | — | $7.60万 | 新建仓 |
| RR | RICHTECH ROBOTICS INC | $7.59万 | 0.00% | 35,979 | 7,361 | 25.7% | $1.55万 | 加仓 |
| OPRT | OPORTUN FINL CORP | $7.39万 | 0.00% | 12,936 | 12,936 | — | $7.39万 | 新建仓 |
| INFQ | INFLEQTION INC | $7.04万 | 0.00% | 5,284 | 5,284 | — | $7.04万 | 新建仓 |
| — | TUHURA BIOSCIENCES INC | $6.64万 | 0.00% | 28,397 | -2,497 | -8.1% | -$5,843 | 减仓 |
| LAB | STANDARD BIOTOOLS INC | $6.61万 | 0.00% | 80,331 | 61,863 | 335.0% | $5.09万 | 加仓 |
| TV | GRUPO TELEVISA S A B | $6.52万 | 0.00% | 24,077 | -30,279 | -55.7% | -$8.21万 | 减仓 |
| XFOR | X4 PHARMACEUTICALS INC | $6.48万 | 0.00% | 13,872 | 53 | 0.4% | $248 | 加仓 |
| — | AMERICAN RES CORP | $6.40万 | 0.00% | 29,768 | 3,077 | 11.5% | $6,616 | 加仓 |
| UBER | UBER TECHNOLOGIES INC 看涨期权 | $6.33万 | 0.00% | 5,000 | 5,000 | — | $6.33万 | 新建仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $6.29万 | 0.00% | 13,332 | 13,332 | — | $6.29万 | 新建仓 |
| — | CARDIFF ONCOLOGY INC | $6.25万 | 0.00% | 48,097 | 4,487 | 10.3% | $5,833 | 加仓 |
| NKTX | NKARTA INC | $6.22万 | 0.00% | 21,990 | 21,990 | — | $6.22万 | 新建仓 |
| VTEX | VTEX | $6.15万 | 0.00% | 15,384 | 4,739 | 44.5% | $1.90万 | 加仓 |
| OPLN | OPENLANE INC 看涨期权 | $6.09万 | 0.00% | 5,300 | 5,300 | — | $6.09万 | 新建仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $6.03万 | 0.00% | 18,400 | 18,400 | — | $6.03万 | 新建仓 |
| RMNI | RIMINI STR INC DEL | $5.99万 | 0.00% | 14,070 | 14,070 | — | $5.99万 | 新建仓 |
| INTC | INTEL CORP 看涨期权 | $5.97万 | 0.00% | 900 | -24,100 | -96.4% | -$159.92万 | 重新持有 |
| — | MICROVISION INC DEL | $5.97万 | 0.00% | 182,525 | 6,079 | 3.4% | $1,988 | 加仓 |