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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP 看跌期权 | $5.95万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | ARQ INC | $5.89万 | 0.00% | 23,104 | 23,104 | — | $5.89万 | 新建仓 |
| INV | INNVENTURE INC | $5.85万 | 0.00% | 11,547 | -1,644 | -12.5% | -$8,335 | 减仓 |
| — | NIAGEN BIOSCIENCE INC | $5.82万 | 0.00% | 18,254 | -64,283 | -77.9% | -$20.51万 | 减仓 |
| — | BANK MONTREAL MEDIUM | $5.82万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $5.71万 | 0.00% | 22,061 | 248 | 1.1% | $642 | 加仓 |
| — | PIMCO STRATEGIC INCOME FD | $5.68万 | 0.00% | 10,431 | -423 | -3.9% | -$2,305 | 减仓 |
| OVID | OVID THERAPEUTICS INC | $5.65万 | 0.00% | 20,998 | 20,998 | — | $5.65万 | 新建仓 |
| — | TECHTARGET INC | $5.62万 | 0.00% | 15,598 | 4,819 | 44.7% | $1.73万 | 加仓 |
| HLLY | HOLLEY INC | $5.52万 | 0.00% | 21,653 | -84,398 | -79.6% | -$21.52万 | 减仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $5.42万 | 0.00% | 12,310 | 12,310 | — | $5.42万 | 新建仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $5.38万 | 0.00% | 14,775 | -1,676 | -10.2% | -$6,101 | 减仓 |
| — | EATON VANCE SR INCOME TR | $5.29万 | 0.00% | 10,631 | -9,540 | -47.3% | -$4.75万 | 减仓 |
| RZLV | REZOLVE AI PLC | $5.18万 | 0.00% | 16,453 | -11,652 | -41.5% | -$3.67万 | 减仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $5.13万 | 0.00% | 3,500 | 3,500 | — | $5.13万 | 新建仓 |
| — | OUTSET MED INC | $5.10万 | 0.00% | 11,795 | 11,795 | — | $5.10万 | 新建仓 |
| ABT | ABBOTT LABORATORIES 看跌期权 | $5.07万 | 0.00% | 6,900 | 6,900 | — | $5.07万 | 新建仓 |
| — | EAGLE POINT CR CO | $5.06万 | 0.00% | 13,594 | -2,891 | -17.5% | -$1.08万 | 减仓 |
| — | QUANTUM SI INC | $4.95万 | 0.00% | 55,884 | 3,336 | 6.3% | $2,952 | 加仓 |
| — | VILLAGE FARMS INTL INC | $4.90万 | 0.00% | 24,502 | 11,900 | 94.4% | $2.38万 | 加仓 |
| — | GALECTIN THERAPEUTICS INC | $4.89万 | 0.00% | 10,539 | 54 | 0.5% | $251 | 加仓 |
| LMT | LOCKHEED MARTIN CORP 看涨期权 | $4.70万 | 0.00% | 1,200 | 1,200 | — | $4.70万 | 新建仓 |
| CRCT | CRICUT INC | $4.67万 | 0.00% | 10,630 | 10,630 | — | $4.67万 | 新建仓 |
| — | BEELINE HOLDINGS INC | $4.66万 | 0.00% | 38,175 | 0 | 0.0% | — | 不变 |
| — | ATLAS LITHIUM CORP | $4.62万 | 0.00% | 12,525 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $4.61万 | 0.00% | 24,135 | 1,807 | 8.1% | $3,451 | 加仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $4.57万 | 0.00% | 23,791 | -5,474 | -18.7% | -$1.05万 | 减仓 |
| ACH | ACCENDRA HEALTH INC | $4.53万 | 0.00% | 13,245 | 13,245 | — | $4.53万 | 新建仓 |
| — | CARIBOU BIOSCIENCES INC | $4.49万 | 0.00% | 25,500 | 9,000 | 54.5% | $1.58万 | 加仓 |
| — | BLAIZE HLDGS INC | $4.45万 | 0.00% | 134,700 | 0 | 0.0% | — | 不变 |
| — | PULMONX CORP | $4.36万 | 0.00% | 33,509 | 10,778 | 47.4% | $1.40万 | 加仓 |
| — | AMPLIFY ENERGY CORP NEW | $4.34万 | 0.00% | 10,912 | -273 | -2.4% | -$1,087 | 减仓 |
| — | MAMMOTH ENERGY SVCS INC | $4.33万 | 0.00% | 13,317 | -3,633 | -21.4% | -$1.18万 | 减仓 |
| CSCO | CISCO SYS INC 看跌期权 | $4.28万 | 0.00% | 7,000 | -3,200 | -31.4% | -$1.96万 | 重新持有 |
| TSLA | TESLA INC 看涨期权 | $4.25万 | 0.00% | 3,200 | 3,200 | — | $4.25万 | 新建仓 |
| — | DOUGLAS ELLIMAN INC | $4.23万 | 0.00% | 23,872 | 9,582 | 67.1% | $1.70万 | 加仓 |
| — | BRC INC | $4.19万 | 0.00% | 37,735 | 2,189 | 6.2% | $2,430 | 加仓 |
| — | FULL HSE RESORTS INC | $4.17万 | 0.00% | 14,959 | 14,959 | — | $4.17万 | 新建仓 |
| — | MAXCYTE INC | $4.05万 | 0.00% | 32,944 | 21,973 | 200.3% | $2.70万 | 加仓 |
| — | NEW FORTRESS ENERGY INC | $4.04万 | 0.00% | 111,222 | -16,982 | -13.2% | -$6,166 | 减仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $3.98万 | 0.00% | 5,900 | 5,900 | — | $3.98万 | 新建仓 |
| QNC | QUANTUM EMOTION CORP | $3.98万 | 0.00% | 12,750 | 620 | 5.1% | $1,934 | 加仓 |
| — | BLAIZE HLDGS INC | $3.92万 | 0.00% | 28,415 | 4,815 | 20.4% | $6,645 | 加仓 |
| — | ZEVIA PBC | $3.89万 | 0.00% | 23,859 | 13,096 | 121.7% | $2.13万 | 加仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $3.84万 | 0.00% | 44,647 | 11,455 | 34.5% | $9,851 | 加仓 |
| — | RUM GROUP INC | $3.82万 | 0.00% | 21,500 | 0 | 0.0% | — | 不变 |
| POET | POET TECHNOLOGIES INC 看涨期权 | $3.78万 | 0.00% | 8,000 | -2,000 | -20.0% | -$9,440 | 减仓 |
| — | GENASYS INC | $3.71万 | 0.00% | 21,794 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC 看涨期权 | $3.70万 | 0.00% | 13,000 | 13,000 | — | $3.70万 | 新建仓 |
| — | EIGHTCO HOLDINGS INC | $3.65万 | 0.00% | 52,536 | 10,326 | 24.5% | $7,182 | 加仓 |
| — | CASTELLUM INC | $3.60万 | 0.00% | 50,000 | 29,680 | 146.1% | $2.14万 | 加仓 |
| — | COSAN S A | $3.59万 | 0.00% | 12,474 | -1,927 | -13.4% | -$5,550 | 重新持有 |
| — | HAIN CELESTIAL GROUP INC | $3.58万 | 0.00% | 63,887 | 39,197 | 158.8% | $2.20万 | 加仓 |
| — | UNITED STS GASOLINE FD LP 看涨期权 | $3.56万 | 0.00% | 16,000 | 16,000 | — | $3.56万 | 新建仓 |
| CDXS | CODEXIS INC | $3.50万 | 0.00% | 15,488 | 15,488 | — | $3.50万 | 新建仓 |
| — | GOSSAMER BIO INC | $3.49万 | 0.00% | 211,955 | 86,328 | 68.7% | $1.42万 | 加仓 |
| EMBC | EMBECTA CORP | $3.45万 | 0.00% | 10,583 | -39,564 | -78.9% | -$12.90万 | 减仓 |
| — | NANO DIMENSION LTD | $3.37万 | 0.00% | 23,246 | 1,159 | 5.2% | $1,681 | 加仓 |
| — | EHEALTH INC | $3.35万 | 0.00% | 22,464 | 8,082 | 56.2% | $1.20万 | 加仓 |
| OCGN | OCUGEN INC | $3.34万 | 0.00% | 21,837 | -4,250 | -16.3% | -$6,503 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $3.33万 | 0.00% | 6,100 | 6,100 | — | $3.33万 | 新建仓 |
| — | NERVGEN PHARMA CORP | $3.21万 | 0.00% | 15,575 | 2,638 | 20.4% | $5,434 | 加仓 |
| EU | ENCORE ENERGY CORP | $3.18万 | 0.00% | 24,262 | -23,992 | -49.7% | -$3.14万 | 减仓 |
| — | 3D SYS CORP DEL | $3.15万 | 0.00% | 34,000 | 0 | 0.0% | — | 不变 |
| POET | POET TECHNOLOGIES INC | $3.08万 | 0.00% | 3,000 | 3,000 | — | $3.08万 | 新建仓 |
| — | ORION PROPERTIES INC | $3.08万 | 0.00% | 10,658 | 10,658 | — | $3.08万 | 新建仓 |
| ALEC | ALECTOR INC | $3.02万 | 0.00% | 15,015 | 15,015 | — | $3.02万 | 新建仓 |
| SLI | STANDARD LITHIUM CORP | $2.98万 | 0.00% | 10,841 | -2,360 | -17.9% | -$6,490 | 减仓 |
| CMTG | CLAROS MTG TR INC | $2.98万 | 0.00% | 12,684 | 1,211 | 10.6% | $2,846 | 加仓 |
| — | ELME COMMUNITIES | $2.77万 | 0.00% | 18,705 | -18,421 | -49.6% | -$2.73万 | 减仓 |
| IVV | ISHARES TR 看跌期权 | $2.73万 | 0.00% | 2,500 | 2,500 | — | $2.73万 | 新建仓 |
| — | APTERA MOTORS CORP | $2.67万 | 0.00% | 10,917 | 0 | 0.0% | — | 不变 |
| — | SOL STRATEGIES INC | $2.63万 | 0.00% | 22,510 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC 看涨期权 | $2.58万 | 0.00% | 200 | 200 | — | $2.58万 | 新建仓 |
| — | ADC THERAPEUTICS SA | $2.57万 | 0.00% | 24,032 | -55,002 | -69.6% | -$5.89万 | 减仓 |
| — | COGNITION THERAPEUTICS INC | $2.55万 | 0.00% | 22,200 | -8,004 | -26.5% | -$9,205 | 减仓 |
| — | MARKER THERAPEUTICS INC | $2.54万 | 0.00% | 17,312 | 0 | 0.0% | — | 不变 |
| POWW | OUTDOOR HOLDING CO | $2.49万 | 0.00% | 10,915 | 10,915 | — | $2.49万 | 新建仓 |
| — | ATYR PHARMA INC | $2.48万 | 0.00% | 41,593 | 31,085 | 295.8% | $1.86万 | 加仓 |
| IREN | IREN LIMITED 看涨期权 | $2.42万 | 0.00% | 1,500 | 1,500 | — | $2.42万 | 新建仓 |
| GLD | SPDR GOLD TR 看涨期权 | $2.36万 | 0.00% | 400 | 400 | — | $2.36万 | 新建仓 |
| META | META PLATFORMS INC 看涨期权 | $2.32万 | 0.00% | 1,200 | 1,200 | — | $2.32万 | 新建仓 |
| — | LEXINFINTECH HLDGS LTD | $2.31万 | 0.00% | 11,726 | -6,842 | -36.8% | -$1.35万 | 减仓 |
| MTN | VAIL RESORTS INC 看涨期权 | $2.27万 | 0.00% | 2,000 | 2,000 | — | $2.27万 | 新建仓 |
| — | LUCID DIAGNOSTICS INC | $2.25万 | 0.00% | 21,068 | 6,648 | 46.1% | $7,113 | 加仓 |
| — | AMERICAN BITCOIN CORP. | $2.21万 | 0.00% | 32,381 | -1,007 | -3.0% | -$686 | 减仓 |
| BIDU | BAIDU INC 看涨期权 | $2.20万 | 0.00% | 2,000 | 2,000 | — | $2.20万 | 新建仓 |
| — | WESTWATER RES INC | $2.10万 | 0.00% | 41,676 | 24,261 | 139.3% | $1.23万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $2.06万 | 0.00% | 200 | 200 | — | $2.06万 | 新建仓 |
| INFQ | INFLEQTION INC 看涨期权 | $2.05万 | 0.00% | 10,000 | -10,000 | -50.0% | -$2.05万 | 减仓 |
| — | NET POWER INC | $2.04万 | 0.00% | 12,217 | 12,217 | — | $2.04万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR 看跌期权 | $1.96万 | 0.00% | 7,000 | 7,000 | — | $1.96万 | 新建仓 |
| — | DOCGO INC | $1.93万 | 0.00% | 37,447 | 26,471 | 241.2% | $1.37万 | 加仓 |
| — | COHERUS ONCOLOGY INC | $1.92万 | 0.00% | 13,729 | -1,015 | -6.9% | -$1,421 | 减仓 |
| — | AEMETIS INC | $1.91万 | 0.00% | 11,650 | 0 | 0.0% | — | 不变 |
| — | MYOMO INC | $1.87万 | 0.00% | 18,010 | 6,196 | 52.4% | $6,444 | 重新持有 |
| — | CARDIOL THERAPEUTICS INC | $1.87万 | 0.00% | 17,609 | 17,609 | — | $1.87万 | 新建仓 |
| — | INMUNE BIO INC | $1.85万 | 0.00% | 11,325 | 11,325 | — | $1.85万 | 新建仓 |
| USO | UNITED STS OIL FD LP 看涨期权 | $1.80万 | 0.00% | 2,000 | 2,000 | — | $1.80万 | 新建仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $1.78万 | 0.00% | 13,600 | -85 | -0.6% | -$111 | 减仓 |