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 |
|---|---|---|---|---|---|---|---|---|
| URI | UNITED RENTALS INC | $2,639.59万 | 0.02% | 23,300 | 3,596 | 18.3% | $407.38万 | 加仓 |
| SUSL | ISHARES TR | $2,639.30万 | 0.02% | 198,802 | -6,554 | -3.2% | -$87.01万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,617.17万 | 0.02% | 580,175 | 73,359 | 14.5% | $330.92万 | 加仓 |
| CTAS | CINTAS CORP | $2,613.60万 | 0.02% | 153,669 | 7,575 | 5.2% | $128.84万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $2,600.64万 | 0.02% | 82,667 | 1,457 | 1.8% | $45.84万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $2,600.47万 | 0.02% | 813,410 | -16,754 | -2.0% | -$53.56万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $2,593.19万 | 0.02% | 150,531 | 19,044 | 14.5% | $328.07万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $2,578.72万 | 0.02% | 582,629 | 152,604 | 35.5% | $675.43万 | 加仓 |
| IXUS | ISHARES TR | $2,575.28万 | 0.02% | 269,832 | 16,244 | 6.4% | $155.03万 | 加仓 |
| CIEN | CIENA CORP | $2,575.16万 | 0.02% | 52,494 | 3,470 | 7.1% | $170.23万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $2,567.57万 | 0.02% | 455,485 | 46,293 | 11.3% | $260.95万 | 加仓 |
| TFC | TRUIST FINL CORP | $2,556.27万 | 0.01% | 513,102 | 10,793 | 2.1% | $53.77万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2,531.22万 | 0.01% | 86,337 | -1,864 | -2.1% | -$54.65万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2,521.35万 | 0.01% | 79,405 | 11,414 | 16.8% | $362.43万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $2,518.37万 | 0.01% | 87,011 | 8,948 | 11.5% | $258.98万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $2,509.71万 | 0.01% | 188,942 | 66,943 | 54.9% | $889.20万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $2,497.05万 | 0.01% | 72,521 | -562 | -0.8% | -$19.35万 | 减仓 |
| NEM | NEWMONT CORP | $2,496.88万 | 0.01% | 267,333 | -1,687 | -0.6% | -$15.76万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $2,495.05万 | 0.01% | 134,765 | 8,570 | 6.8% | $158.67万 | 加仓 |
| STIP | ISHARES TR | $2,490.15万 | 0.01% | 243,750 | -31,074 | -11.3% | -$317.45万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $2,481.79万 | 0.01% | 212,537 | 34,029 | 19.1% | $397.36万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $2,469.97万 | 0.01% | 985,624 | 125,844 | 14.6% | $315.37万 | 加仓 |
| RS | RELIANCE INC | $2,455.70万 | 0.01% | 65,731 | 2,306 | 3.6% | $86.15万 | 加仓 |
| PKX | POSCO HOLDINGS INC | $2,454.66万 | 0.01% | 477,747 | 139,025 | 41.0% | $714.31万 | 加仓 |
| IJK | ISHARES TR | $2,432.91万 | 0.01% | 207,056 | 2,268 | 1.1% | $26.65万 | 加仓 |
| VHT | VANGUARD WORLD FD | $2,428.88万 | 0.01% | 81,231 | -2,013 | -2.4% | -$60.19万 | 减仓 |
| SAP | SAP SE | $2,428.07万 | 0.01% | 157,554 | 28,983 | 22.5% | $446.66万 | 加仓 |
| CVNA | CARVANA CO | $2,426.75万 | 0.01% | 368,695 | 231,710 | 169.1% | $1,525.11万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $2,423.43万 | 0.01% | 209,476 | 377 | 0.2% | $4.36万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $2,411.16万 | 0.01% | 28,100 | 4,319 | 18.2% | $370.60万 | 加仓 |
| COUR | COURSERA INC | $2,409.25万 | 0.01% | 4,271,723 | -31,247 | -0.7% | -$17.62万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,405.04万 | 0.01% | 645,474 | 16,908 | 2.7% | $63.00万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,391.34万 | 0.01% | 604,791 | 22,857 | 3.9% | $90.38万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $2,389.62万 | 0.01% | 449,939 | -3,934 | -0.9% | -$20.89万 | 减仓 |
| NRG | NRG ENERGY INC | $2,389.48万 | 0.01% | 163,596 | 7,112 | 4.5% | $103.88万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $2,383.34万 | 0.01% | 48,141 | 6,082 | 14.5% | $301.10万 | 加仓 |
| LEN | LENNAR CORP | $2,369.73万 | 0.01% | 261,878 | 134,781 | 106.0% | $1,219.63万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $2,364.55万 | 0.01% | 246,000 | -832 | -0.3% | -$8.00万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $2,362.92万 | 0.01% | 459,533 | 51,129 | 12.5% | $262.91万 | 加仓 |
| MFC | MANULIFE FINL CORP | $2,359.26万 | 0.01% | 582,389 | 68,915 | 13.4% | $279.17万 | 加仓 |
| GSK | GSK PLC | $2,357.93万 | 0.01% | 449,815 | 22,401 | 5.2% | $117.43万 | 加仓 |
| MTUM | ISHARES TR | $2,352.39万 | 0.01% | 68,617 | 895 | 1.3% | $30.68万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $2,350.89万 | 0.01% | 452,530 | 88,214 | 24.2% | $458.27万 | 加仓 |
| HUM | HUMANA INC | $2,344.59万 | 0.01% | 59,025 | 21,653 | 57.9% | $860.10万 | 加仓 |
| SHYG | ISHARES TR | $2,342.95万 | 0.01% | 552,453 | 25,505 | 4.8% | $108.17万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $2,341.26万 | 0.01% | 125,187 | 18,339 | 17.2% | $342.98万 | 加仓 |
| MCO | MOODYS CORP | $2,335.82万 | 0.01% | 51,572 | 6,996 | 15.7% | $316.87万 | 加仓 |
| SRE | SEMPRA | $2,330.29万 | 0.01% | 251,353 | 14,028 | 5.9% | $130.05万 | 加仓 |
| STT | STATE STR CORP | $2,327.73万 | 0.01% | 137,249 | 23,996 | 21.2% | $406.97万 | 加仓 |
| EFG | ISHARES TR | $2,319.71万 | 0.01% | 186,442 | 1,969 | 1.1% | $24.50万 | 加仓 |
| DGRW | WISDOMTREE TR | $2,318.04万 | 0.01% | 242,422 | 23,074 | 10.5% | $220.63万 | 加仓 |
| DDOG | DATADOG INC | $2,318.01万 | 0.01% | 89,031 | 12,716 | 16.7% | $331.07万 | 加仓 |
| VMC | VULCAN MATLS CO | $2,311.68万 | 0.01% | 78,359 | 1,482 | 1.9% | $43.72万 | 加仓 |
| ENB | ENBRIDGE INC | $2,305.51万 | 0.01% | 425,293 | 33,215 | 8.5% | $180.06万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2,303.93万 | 0.01% | 36,949 | -3,203 | -8.0% | -$199.72万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $2,302.19万 | 0.01% | 145,102 | 3,300 | 2.3% | $52.36万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,293.71万 | 0.01% | 69,410 | 12,802 | 22.6% | $423.05万 | 加仓 |
| EMB | ISHARES TR | $2,292.60万 | 0.01% | 237,723 | -16,074 | -6.3% | -$155.02万 | 减仓 |
| IDXX | IDEXX LABS INC | $2,290.65万 | 0.01% | 43,512 | 6,342 | 17.1% | $333.87万 | 加仓 |
| RKLB | ROCKET LAB CORP | $2,288.32万 | 0.01% | 225,117 | -2,597 | -1.1% | -$26.40万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2,277.06万 | 0.01% | 237,244 | -3,495 | -1.5% | -$33.54万 | 减仓 |
| YUM | YUM BRANDS INC | $2,271.90万 | 0.01% | 142,118 | -4,198 | -2.9% | -$67.11万 | 减仓 |
| IUSB | ISHARES TR | $2,268.11万 | 0.01% | 491,465 | 21,064 | 4.5% | $97.21万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,267.80万 | 0.01% | 184,209 | -31,072 | -14.4% | -$382.53万 | 减仓 |
| JBL | JABIL INC | $2,265.45万 | 0.01% | 58,770 | 7,914 | 15.6% | $305.07万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $2,264.55万 | 0.01% | 548,051 | 138,351 | 33.8% | $571.67万 | 加仓 |
| IJS | ISHARES TR | $2,264.40万 | 0.01% | 165,672 | -2,461 | -1.5% | -$33.64万 | 减仓 |
| UBS | UBS GROUP AG | $2,262.32万 | 0.01% | 456,481 | 76,545 | 20.1% | $379.36万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2,258.33万 | 0.01% | 976,364 | 47,613 | 5.1% | $110.13万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2,251.84万 | 0.01% | 98,089 | 3,977 | 4.2% | $91.30万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,250.42万 | 0.01% | 553,746 | 12,998 | 2.4% | $52.82万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2,237.78万 | 0.01% | 134,264 | -36,687 | -21.5% | -$611.46万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $2,235.77万 | 0.01% | 326,199 | -14,859 | -4.4% | -$101.84万 | 减仓 |
| MOAT | VANECK ETF TRUST | $2,223.76万 | 0.01% | 213,905 | -18,501 | -8.0% | -$192.34万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $2,223.34万 | 0.01% | 207,789 | 43,644 | 26.6% | $466.99万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $2,211.48万 | 0.01% | 346,356 | 1,973 | 0.6% | $12.60万 | 加仓 |
| EME | EMCOR GROUP INC | $2,178.85万 | 0.01% | 26,255 | 368 | 1.4% | $30.54万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $2,177.43万 | 0.01% | 91,658 | -2,216 | -2.4% | -$52.64万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,177.11万 | 0.01% | 510,100 | 112,248 | 28.2% | $479.07万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $2,161.53万 | 0.01% | 715,740 | 205,525 | 40.3% | $620.69万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $2,159.17万 | 0.01% | 57,907 | 2,287 | 4.1% | $85.28万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $2,159.17万 | 0.01% | 521,414 | 31,097 | 6.3% | $128.77万 | 加仓 |
| IWS | ISHARES TR | $2,154.29万 | 0.01% | 130,880 | -2,397 | -1.8% | -$39.45万 | 减仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $2,142.65万 | 0.01% | 621,177 | -5,253 | -0.8% | -$18.12万 | 减仓 |
| CR | CRANE COMPANY | $2,123.69万 | 0.01% | 95,203 | 31,459 | 49.4% | $701.75万 | 加仓 |
| AON | AON PLC | $2,123.53万 | 0.01% | 64,022 | 14,258 | 28.7% | $472.92万 | 加仓 |
| IEF | ISHARES TR | $2,114.37万 | 0.01% | 223,577 | -13,292 | -5.6% | -$125.70万 | 减仓 |
| BRO | BROWN & BROWN INC | $2,101.72万 | 0.01% | 327,626 | 150,368 | 84.8% | $964.61万 | 加仓 |
| HDV | ISHARES TR | $2,099.15万 | 0.01% | 765,835 | -465 | -0.1% | -$1.27万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $2,096.43万 | 0.01% | 363,017 | 60,160 | 19.9% | $347.42万 | 加仓 |
| FLTR | VANECK ETF TRUST | $2,094.88万 | 0.01% | 817,993 | -11,623 | -1.4% | -$29.77万 | 减仓 |
| CME | CME GROUP INC | $2,089.83万 | 0.01% | 94,635 | -18,507 | -16.4% | -$408.69万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $2,086.27万 | 0.01% | 517,812 | 9,343 | 1.8% | $37.64万 | 加仓 |
| AME | AMETEK INC | $2,085.89万 | 0.01% | 86,215 | 16,040 | 22.9% | $388.07万 | 加仓 |
| ETR | ENTERGY CORP NEW | $2,083.73万 | 0.01% | 181,414 | 33,793 | 22.9% | $388.15万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $2,083.66万 | 0.01% | 883,657 | 119,073 | 15.6% | $280.77万 | 加仓 |
| STM | STMICROELECTRONICS N V | $2,071.05万 | 0.01% | 276,545 | 11,627 | 4.4% | $87.07万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $2,069.21万 | 0.01% | 102,168 | 30,579 | 42.7% | $619.32万 | 加仓 |
| PFFD | GLOBAL X FDS | $2,067.76万 | 0.01% | 1,106,347 | 68,006 | 6.5% | $127.10万 | 加仓 |
| IJT | ISHARES TR | $2,056.27万 | 0.01% | 115,133 | 3,144 | 2.8% | $56.15万 | 加仓 |