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 |
|---|---|---|---|---|---|---|---|---|
| — | SABA CAPITAL INCOME & OPPORT | $0 | 0.00% | 0 | -11,944 | -100.0% | -$9.94万 | 清仓 |
| JACK | JACK IN THE BOX INC | $0 | 0.00% | 0 | -10,198 | -100.0% | -$9.86万 | 清仓 |
| EXK | ENDEAVOUR SILVER CORP | $0 | 0.00% | 0 | -10,475 | -100.0% | -$9.75万 | 清仓 |
| — | MFS CHARTER INCOME TR | $0 | 0.00% | 0 | -16,046 | -100.0% | -$9.72万 | 清仓 |
| WB | WEIBO CORP | $0 | 0.00% | 0 | -10,408 | -100.0% | -$9.11万 | 清仓 |
| — | ON24 INC | $0 | 0.00% | 0 | -10,056 | -100.0% | -$8.15万 | 清仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $0 | 0.00% | 0 | -10,494 | -100.0% | -$7.89万 | 清仓 |
| BRW | SABA CAPITAL INCOME & OPRNT | $0 | 0.00% | 0 | -10,807 | -100.0% | -$7.28万 | 清仓 |
| AHRT | AH RLTY TR INC | $0 | 0.00% | 0 | -11,181 | -100.0% | -$6.15万 | 清仓 |
| — | CLEARSIGN TECHNOLOGIES CORP | $0 | 0.00% | 0 | -12,355 | -100.0% | -$5.39万 | 清仓 |
| CDZI | CADIZ INC | $0 | 0.00% | 0 | -10,185 | -100.0% | -$5.00万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $0 | 0.00% | 0 | -10,505 | -100.0% | -$4.94万 | 清仓 |
| — | AURORA CANNABIS INC | $0 | 0.00% | 0 | -12,953 | -100.0% | -$4.24万 | 清仓 |
| — | WILLAMETTE VALLEY VINEYARDS | $0 | 0.00% | 0 | -15,611 | -100.0% | -$4.01万 | 清仓 |
| — | MAIA BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -28,602 | -100.0% | -$4.00万 | 清仓 |
| — | IMMUNIC INC | $0 | 0.00% | 0 | -35,022 | -100.0% | -$3.89万 | 清仓 |
| — | MFS GOVT MKTS INCOME TR | $0 | 0.00% | 0 | -12,782 | -100.0% | -$3.76万 | 清仓 |
| GAU | GALIANO GOLD INC | $0 | 0.00% | 0 | -14,101 | -100.0% | -$3.54万 | 清仓 |
| — | REKOR SYSTEMS INC | $0 | 0.00% | 0 | -37,120 | -100.0% | -$3.04万 | 清仓 |
| — | NEUBERGER R/EST SECS INC FD | $0 | 0.00% | 0 | -10,081 | -100.0% | -$2.86万 | 清仓 |
| CDE | COEUR MNG INC 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.56万 | 清仓 |
| CINF | CINCINNATI FINL CORP 看跌期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$2.46万 | 清仓 |
| — | CARDLYTICS INC | $0 | 0.00% | 0 | -18,515 | -100.0% | -$1.94万 | 清仓 |
| — | SKYX PLATFORMS CORP | $0 | 0.00% | 0 | -17,295 | -100.0% | -$1.94万 | 清仓 |
| — | MFS INTER HIGH INCOME FD | $0 | 0.00% | 0 | -10,011 | -100.0% | -$1.62万 | 清仓 |
| — | WM TECHNOLOGY INC | $0 | 0.00% | 0 | -20,085 | -100.0% | -$1.32万 | 清仓 |
| — | WHEELS UP EXPERIENCE INC | $0 | 0.00% | 0 | -23,963 | -100.0% | -$1.24万 | 清仓 |
| — | ONCOLYTICS BIOTECH INC | $0 | 0.00% | 0 | -14,545 | -100.0% | -$1.23万 | 清仓 |
| — | DIGINEX LTD | $0 | 0.00% | 0 | -25,602 | -100.0% | -$1.23万 | 清仓 |
| — | SCYNEXIS INC | $0 | 0.00% | 0 | -10,669 | -100.0% | -$9,782 | 清仓 |
| — | BANZAI INTERNATIONAL INC | $0 | 0.00% | 0 | -10,141 | -100.0% | -$9,645 | 清仓 |
| — | NEXTNRG INC | $0 | 0.00% | 0 | -13,248 | -100.0% | -$5,299 | 清仓 |
| — | SANGAMO THERAPEUTICS INC | $0 | 0.00% | 0 | -14,840 | -100.0% | -$3,664 | 清仓 |
| — | VOLITIONRX LTD | $0 | 0.00% | 0 | -12,834 | -100.0% | -$2,592 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -317,960 | -100.0% | -$2,226 | 清仓 |