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 |
|---|---|---|---|---|---|---|---|---|
| SHYG | ISHARES TR | $2,229.51万 | 0.02% | 526,948 | 3,490 | 0.7% | $14.77万 | 加仓 |
| SAP | SAP SE | $2,201.27万 | 0.01% | 128,571 | 1,270 | 1.0% | $21.74万 | 加仓 |
| IXUS | ISHARES TR | $2,197.09万 | 0.01% | 253,588 | 43,626 | 20.8% | $377.98万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,173.86万 | 0.01% | 76,986 | 22,139 | 40.4% | $625.14万 | 加仓 |
| IUSB | ISHARES TR | $2,172.78万 | 0.01% | 470,401 | 289,869 | 160.6% | $1,338.90万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $2,162.46万 | 0.01% | 478,103 | 109,205 | 29.6% | $493.93万 | 加仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $2,158.28万 | 0.01% | 626,430 | -5,449 | -0.9% | -$18.77万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $2,157.94万 | 0.01% | 159,575 | 19,337 | 13.8% | $261.49万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $2,157.25万 | 0.01% | 106,279 | 22,425 | 26.7% | $455.18万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2,156.56万 | 0.01% | 928,751 | -24,306 | -2.6% | -$56.44万 | 减仓 |
| TTE | TOTALENERGIES SE | $2,155.01万 | 0.01% | 236,867 | 16,664 | 7.6% | $151.61万 | 加仓 |
| BIIB | BIOGEN INC | $2,149.30万 | 0.01% | 117,236 | 27,234 | 30.3% | $499.28万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,142.11万 | 0.01% | 49,361 | 8,321 | 20.3% | $361.10万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2,141.51万 | 0.01% | 77,069 | 3,253 | 4.4% | $90.39万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $2,123.20万 | 0.01% | 2,364,371 | 204,186 | 9.5% | $183.36万 | 加仓 |
| ENB | ENBRIDGE INC | $2,122.69万 | 0.01% | 392,078 | 15,720 | 4.2% | $85.11万 | 加仓 |
| SNDK | SANDISK CORP | $2,119.97万 | 0.01% | 33,367 | 4,141 | 14.2% | $263.10万 | 加仓 |
| EQIX | EQUINIX INC | $2,115.16万 | 0.01% | 21,578 | 9,729 | 82.1% | $953.67万 | 加仓 |
| FLTR | VANECK ETF TRUST | $2,113.86万 | 0.01% | 829,616 | -14,912 | -1.8% | -$38.00万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $2,100.15万 | 0.01% | 323,101 | 94,129 | 41.1% | $611.84万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $2,099.19万 | 0.01% | 133,511 | 29,955 | 28.9% | $470.98万 | 加仓 |
| VMC | VULCAN MATLS CO | $2,093.37万 | 0.01% | 76,877 | 2,329 | 3.1% | $63.42万 | 加仓 |
| SNY | SANOFI SA | $2,091.51万 | 0.01% | 434,104 | 207,994 | 92.0% | $1,002.12万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2,089.63万 | 0.01% | 83,372 | 3,870 | 4.9% | $97.00万 | 加仓 |
| IDXX | IDEXX LABS INC | $2,088.54万 | 0.01% | 37,170 | 1,007 | 2.8% | $56.58万 | 加仓 |
| HDV | ISHARES TR | $2,080.04万 | 0.01% | 153,260 | -695 | -0.5% | -$9.43万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $2,078.96万 | 0.01% | 141,802 | 4,913 | 3.6% | $72.03万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,078.09万 | 0.01% | 581,934 | 10,818 | 1.9% | $38.63万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $2,066.59万 | 0.01% | 178,508 | 32,970 | 22.7% | $381.69万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $2,061.61万 | 0.01% | 409,700 | 81,523 | 24.8% | $410.22万 | 加仓 |
| IJK | ISHARES TR | $2,060.57万 | 0.01% | 204,788 | 16,821 | 8.9% | $169.25万 | 加仓 |
| AEE | AMEREN CORP | $2,059.89万 | 0.01% | 187,399 | 63,653 | 51.4% | $699.67万 | 加仓 |
| GWW | WW GRAINGER INC | $2,058.68万 | 0.01% | 18,873 | 4,319 | 29.7% | $471.12万 | 加仓 |
| EFG | ISHARES TR | $2,054.47万 | 0.01% | 184,473 | 32,437 | 21.3% | $361.25万 | 加仓 |
| PAYX | PAYCHEX INC | $2,054.36万 | 0.01% | 223,009 | 73,495 | 49.2% | $677.03万 | 加仓 |
| IGSB | ISHARES TR | $2,053.75万 | 0.01% | 390,743 | 66,280 | 20.4% | $348.37万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $2,050.44万 | 0.01% | 341,058 | -11,123 | -3.2% | -$66.87万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $2,043.53万 | 0.01% | 209,099 | -5,275 | -2.5% | -$51.55万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,042.48万 | 0.01% | 18,681 | 1,177 | 6.7% | $128.69万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $2,040.99万 | 0.01% | 508,469 | -28,382 | -5.3% | -$113.93万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2,038.28万 | 0.01% | 94,112 | 7,791 | 9.0% | $168.74万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $2,036.78万 | 0.01% | 490,317 | -34,123 | -6.5% | -$141.75万 | 减仓 |
| VICI | VICI PPTYS INC | $2,036.24万 | 0.01% | 745,328 | 511,934 | 219.3% | $1,398.60万 | 加仓 |
| SYY | SYSCO CORP | $2,033.55万 | 0.01% | 285,090 | -19,650 | -6.4% | -$140.16万 | 减仓 |
| FISV | FISERV INC | $2,030.75万 | 0.01% | 363,934 | 144,875 | 66.1% | $808.40万 | 加仓 |
| KR | KROGER CO | $2,029.27万 | 0.01% | 280,441 | 36,767 | 15.1% | $266.05万 | 加仓 |
| SLB | SLB LIMITED | $2,028.00万 | 0.01% | 394,630 | 56,202 | 16.6% | $288.82万 | 加仓 |
| IJS | ISHARES TR | $1,991.54万 | 0.01% | 168,133 | 15,740 | 10.3% | $186.44万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1,985.67万 | 0.01% | 126,195 | 12,096 | 10.6% | $190.33万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1,983.64万 | 0.01% | 93,874 | 7,044 | 8.1% | $148.85万 | 加仓 |
| PKX | POSCO HOLDINGS INC | $1,981.18万 | 0.01% | 338,722 | 126,076 | 59.3% | $737.42万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1,978.43万 | 0.01% | 69,722 | -2,087 | -2.9% | -$59.22万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,975.58万 | 0.01% | 514,207 | 62,618 | 13.9% | $240.58万 | 加仓 |
| MCO | MOODYS CORP | $1,944.65万 | 0.01% | 44,576 | 9,235 | 26.1% | $402.88万 | 加仓 |
| IWS | ISHARES TR | $1,942.39万 | 0.01% | 133,277 | -5,816 | -4.2% | -$84.76万 | 减仓 |
| TFLO | ISHARES TR | $1,941.93万 | 0.01% | 383,553 | -2,222 | -0.6% | -$11.25万 | 减仓 |
| GGG | GRACO INC | $1,939.53万 | 0.01% | 229,123 | 39,506 | 20.8% | $334.42万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,935.73万 | 0.01% | 402,858 | -6,500 | -1.6% | -$31.23万 | 减仓 |
| RS | RELIANCE INC | $1,927.61万 | 0.01% | 63,425 | 3,736 | 6.3% | $113.54万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,926.75万 | 0.01% | 219,348 | 1,664 | 0.8% | $14.62万 | 加仓 |
| NET | CLOUDFLARE INC | $1,925.19万 | 0.01% | 93,302 | 23,043 | 32.8% | $475.47万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1,916.53万 | 0.01% | 208,160 | 63,754 | 44.1% | $586.98万 | 加仓 |
| EME | EMCOR GROUP INC | $1,911.26万 | 0.01% | 25,887 | 8,095 | 45.5% | $597.66万 | 加仓 |
| PFFD | GLOBAL X FDS | $1,910.55万 | 0.01% | 1,038,341 | 11,985 | 1.2% | $22.05万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $1,908.04万 | 0.01% | 748,838 | 706,273 | 1,659.3% | $1,799.58万 | 加仓 |
| CVS | CVS HEALTH CORP | $1,903.70万 | 0.01% | 265,065 | 22,362 | 9.2% | $160.60万 | 加仓 |
| CIEN | CIENA CORP | $1,903.26万 | 0.01% | 49,024 | 3,028 | 6.6% | $117.56万 | 加仓 |
| NNN | NNN REIT INC | $1,902.00万 | 0.01% | 452,534 | 244,740 | 117.8% | $1,028.64万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $1,901.10万 | 0.01% | 409,192 | 117,451 | 40.3% | $545.68万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $1,882.09万 | 0.01% | 262,276 | 112,520 | 75.1% | $807.44万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $1,871.49万 | 0.01% | 364,316 | 149,931 | 69.9% | $770.20万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,870.96万 | 0.01% | 67,991 | 4,951 | 7.9% | $136.24万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $1,869.35万 | 0.01% | 399,433 | -16,970 | -4.1% | -$79.42万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,868.28万 | 0.01% | 540,748 | 42,569 | 8.5% | $147.08万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1,862.28万 | 0.01% | 859,780 | 66,440 | 8.4% | $143.91万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $1,848.44万 | 0.01% | 301,441 | 70,863 | 30.7% | $434.53万 | 加仓 |
| HAL | HALLIBURTON CO | $1,841.74万 | 0.01% | 472,363 | 85,198 | 22.0% | $332.19万 | 加仓 |
| KB | KB FINL GROUP INC | $1,835.42万 | 0.01% | 184,039 | 40,489 | 28.2% | $403.80万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $1,831.32万 | 0.01% | 106,435 | 13,694 | 14.8% | $235.62万 | 加仓 |
| DOW | DOW HLDGS INC | $1,817.02万 | 0.01% | 436,260 | 190,186 | 77.3% | $792.12万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $1,816.43万 | 0.01% | 430,025 | 77,223 | 21.9% | $326.19万 | 加仓 |
| ICF | ISHARES TR | $1,814.79万 | 0.01% | 293,228 | -6,172 | -2.1% | -$38.20万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $1,814.78万 | 0.01% | 274,510 | 52,027 | 23.4% | $343.95万 | 加仓 |
| FN | FABRINET | $1,810.93万 | 0.01% | 34,724 | 5,970 | 20.8% | $311.35万 | 加仓 |
| MET | METLIFE INC | $1,806.35万 | 0.01% | 255,422 | 64,216 | 33.6% | $454.14万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $1,794.91万 | 0.01% | 55,620 | 11,776 | 26.9% | $380.02万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,788.54万 | 0.01% | 246,832 | 48,758 | 24.6% | $353.30万 | 加仓 |
| ECL | ECOLAB INC | $1,781.50万 | 0.01% | 66,969 | 6,989 | 11.7% | $185.92万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $1,776.61万 | 0.01% | 50,207 | 25,785 | 105.6% | $912.42万 | 加仓 |
| MFC | MANULIFE FINL CORP | $1,768.40万 | 0.01% | 513,474 | 166,024 | 47.8% | $571.79万 | 加仓 |
| TER | TERADYNE INC | $1,757.95万 | 0.01% | 59,298 | -1,112 | -1.8% | -$32.97万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $1,757.28万 | 0.01% | 39,543 | 6,858 | 21.0% | $304.77万 | 加仓 |
| AZO | AUTOZONE INC | $1,756.08万 | 0.01% | 5,199 | 769 | 17.4% | $259.75万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,738.99万 | 0.01% | 45,355 | 4,063 | 9.8% | $155.78万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,721.33万 | 0.01% | 56,608 | 5,725 | 11.3% | $174.09万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,717.83万 | 0.01% | 252,104 | 11,145 | 4.6% | $75.94万 | 加仓 |
| GRMN | GARMIN LTD | $1,714.51万 | 0.01% | 73,898 | 22,812 | 44.7% | $529.26万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,713.26万 | 0.01% | 35,331 | 7,262 | 25.9% | $352.15万 | 加仓 |
| EFV | ISHARES TR | $1,704.45万 | 0.01% | 229,247 | 11,252 | 5.2% | $83.66万 | 加仓 |
| IWN | ISHARES TR | $1,696.58万 | 0.01% | 89,487 | 1,952 | 2.2% | $37.01万 | 加仓 |