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 |
|---|---|---|---|---|---|---|---|---|
| — | INTENSITY THERAPEUTICS INC | $0 | 0.00% | 0 | -143,136 | -100.0% | -$5.87万 | 清仓 |
| — | COSAN S A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVA | INVENTIVA SA | $0 | 0.00% | 0 | -10,000 | -100.0% | -$4.65万 | 清仓 |
| — | TRANSACT TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,513 | -100.0% | -$4.21万 | 清仓 |
| HD | HOME DEPOT INC 看跌期权 | $0 | 0.00% | 0 | -10,700 | -100.0% | -$4.11万 | 清仓 |
| — | MIRA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -22,599 | -100.0% | -$3.41万 | 清仓 |
| — | TWO HARBORS INVENTMENT CORPO | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.50万 | 清仓 |
| — | FURY GOLD MINES LIMITED | $0 | 0.00% | 0 | -36,877 | -100.0% | -$2.18万 | 清仓 |
| THM | INTERNATIONAL TOWER HILL MIN | $0 | 0.00% | 0 | -10,547 | -100.0% | -$1.96万 | 清仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $0 | 0.00% | 0 | -10,881 | -100.0% | -$1.95万 | 清仓 |
| — | ZENTEK LTD | $0 | 0.00% | 0 | -30,214 | -100.0% | -$1.93万 | 清仓 |
| — | SES AI CORPORATION | $0 | 0.00% | 0 | -10,119 | -100.0% | -$1.82万 | 清仓 |
| — | SOLITARIO RESOURCES CORP | $0 | 0.00% | 0 | -25,000 | -100.0% | -$1.74万 | 清仓 |
| — | STRIVE INC | $0 | 0.00% | 0 | -21,899 | -100.0% | -$1.62万 | 清仓 |
| RBLX | ROBLOX CORP 看跌期权 | $0 | 0.00% | 0 | -21,000 | -100.0% | -$1.51万 | 清仓 |
| SNOW | SNOWFLAKE INC 看跌期权 | $0 | 0.00% | 0 | -13,700 | -100.0% | -$1.28万 | 清仓 |
| — | STRATA SKIN SCIENCES INC | $0 | 0.00% | 0 | -10,016 | -100.0% | -$1.26万 | 清仓 |
| — | MYOMO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | REVIVA PHARMACEUTCLS HLDGS I | $0 | 0.00% | 0 | -32,107 | -100.0% | -$8,958 | 清仓 |
| — | AIRWA INC | $0 | 0.00% | 0 | -11,001 | -100.0% | -$8,582 | 清仓 |
| — | ENVVENO MEDICAL CORPORATION | $0 | 0.00% | 0 | -20,905 | -100.0% | -$6,706 | 清仓 |
| DASH | DOORDASH INC 看跌期权 | $0 | 0.00% | 0 | -12,400 | -100.0% | -$6,097 | 清仓 |
| — | OCEAN PWR TECHNOLOGIES INC | $0 | 0.00% | 0 | -11,866 | -100.0% | -$3,560 | 清仓 |
| TGT | TARGET CORP 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$2,000 | 清仓 |
| — | ALPHATIME ACQUISITION CORP | $0 | 0.00% | 0 | -10,050 | -100.0% | -$705 | 清仓 |
| CART | MAPLEBEAR INC 看跌期权 | $0 | 0.00% | 0 | -12,900 | -100.0% | -$684 | 清仓 |
| — | AUDDIA INC | $0 | 0.00% | 0 | -14,820 | -100.0% | -$341 | 清仓 |
| NU | NU HLDGS LTD 看跌期权 | $0 | 0.00% | 0 | -80,000 | -100.0% | -$80 | 清仓 |
| HOOD | ROBINHOOD MKTS INC 看跌期权 | $0 | 0.00% | 0 | -10,400 | -100.0% | -$28 | 清仓 |
| APP | APPLOVIN CORP 看跌期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2 | 清仓 |
| CSCO | CISCO SYS INC 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |