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 |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | $1,671.24万 | 0.01% | 23,781 | 9,666 | 68.5% | $679.29万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $1,664.04万 | 0.01% | 105,292 | 11,433 | 12.2% | $180.69万 | 加仓 |
| ETR | ENTERGY CORP NEW | $1,658.67万 | 0.01% | 147,621 | 15,347 | 11.6% | $172.44万 | 加仓 |
| NVO | NOVO-NORDISK A S | $1,657.50万 | 0.01% | 451,021 | 57,708 | 14.7% | $212.08万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1,654.15万 | 0.01% | 78,063 | 14,083 | 22.0% | $298.42万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $1,653.76万 | 0.01% | 164,145 | 65,692 | 66.7% | $661.85万 | 加仓 |
| IWV | ISHARES TR | $1,653.08万 | 0.01% | 44,596 | 2,904 | 7.0% | $107.65万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,652.54万 | 0.01% | 34,823 | 2,108 | 6.4% | $100.04万 | 加仓 |
| DG | DOLLAR GEN CORP | $1,651.70万 | 0.01% | 139,114 | 16,442 | 13.4% | $195.22万 | 加仓 |
| NXT | NEXTPOWER INC | $1,647.75万 | 0.01% | 136,686 | 22,862 | 20.1% | $275.60万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $1,634.62万 | 0.01% | 151,888 | -9,041 | -5.6% | -$97.30万 | 减仓 |
| MTUM | ISHARES TR | $1,625.27万 | 0.01% | 67,722 | 2,710 | 4.2% | $65.04万 | 加仓 |
| IJT | ISHARES TR | $1,620.60万 | 0.01% | 111,989 | 9,153 | 8.9% | $132.45万 | 加仓 |
| RDY | DR REDDYS LABS LTD | $1,616.55万 | 0.01% | 1,167,182 | 4,930 | 0.4% | $6.83万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $1,614.07万 | 0.01% | 276,052 | 19,136 | 7.4% | $111.89万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $1,609.65万 | 0.01% | 344,383 | -2,057 | -0.6% | -$9.61万 | 减仓 |
| MGC | VANGUARD WORLD FD | $1,608.01万 | 0.01% | 68,035 | 612 | 0.9% | $14.46万 | 加仓 |
| AON | AON PLC | $1,606.28万 | 0.01% | 49,764 | 9,734 | 24.3% | $314.19万 | 加仓 |
| ADC | AGREE RLTY CORP | $1,598.00万 | 0.01% | 211,993 | 45,535 | 27.4% | $343.24万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,590.08万 | 0.01% | 280,536 | 47,821 | 20.5% | $271.05万 | 加仓 |
| OEF | ISHARES TR | $1,588.93万 | 0.01% | 49,955 | 3,306 | 7.1% | $105.15万 | 加仓 |
| CMF | ISHARES TR | $1,577.40万 | 0.01% | 277,418 | 57,611 | 26.2% | $327.58万 | 加仓 |
| BP | BP PLC | $1,565.38万 | 0.01% | 333,060 | 13,439 | 4.2% | $63.16万 | 加仓 |
| TILT | FLEXSHARES TR | $1,565.28万 | 0.01% | 64,851 | 63,189 | 3,802.0% | $1,525.17万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1,550.87万 | 0.01% | 564,773 | 43,634 | 8.4% | $119.82万 | 加仓 |
| NVR | NVR INC | $1,550.05万 | 0.01% | 2,352 | 765 | 48.2% | $504.16万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,540.56万 | 0.01% | 195,850 | 11,852 | 6.4% | $93.23万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1,534.38万 | 0.01% | 408,404 | 33,657 | 9.0% | $126.45万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $1,532.95万 | 0.01% | 87,793 | -5 | -0.0% | -$873 | 减仓 |
| RSG | REPUBLIC SVCS INC | $1,520.99万 | 0.01% | 69,445 | 13,478 | 24.1% | $295.20万 | 加仓 |
| MLI | MUELLER INDS INC | $1,511.75万 | 0.01% | 136,440 | 17,642 | 14.9% | $195.47万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1,510.05万 | 0.01% | 764,584 | 101,762 | 15.4% | $200.98万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,509.40万 | 0.01% | 42,059 | 2,951 | 7.5% | $105.90万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1,504.55万 | 0.01% | 308,752 | 73,882 | 31.5% | $360.03万 | 加仓 |
| AME | AMETEK INC | $1,504.27万 | 0.01% | 70,175 | 15,621 | 28.6% | $334.85万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1,497.93万 | 0.01% | 103,341 | 1,223 | 1.2% | $17.73万 | 加仓 |
| WIT | WIPRO LTD | $1,494.09万 | 0.01% | 7,047,600 | 988,350 | 16.3% | $209.53万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $1,490.06万 | 0.01% | 302,857 | 9,735 | 3.3% | $47.90万 | 加仓 |
| UBS | UBS GROUP AG | $1,484.41万 | 0.01% | 379,936 | 22,869 | 6.4% | $89.35万 | 加仓 |
| VST | VISTRA CORP | $1,481.69万 | 0.01% | 98,563 | 8,677 | 9.7% | $130.44万 | 加仓 |
| CNC | CENTENE CORP DEL | $1,480.01万 | 0.01% | 452,051 | -15,197 | -3.3% | -$49.75万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,477.80万 | 0.01% | 74,716 | 5,949 | 8.7% | $117.66万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1,465.82万 | 0.01% | 936,625 | 551,308 | 143.1% | $862.80万 | 加仓 |
| IEUR | ISHARES TR | $1,463.50万 | 0.01% | 208,269 | 13,567 | 7.0% | $95.34万 | 加仓 |
| RKLB | ROCKET LAB CORP | $1,462.38万 | 0.01% | 227,714 | 682 | 0.3% | $4.38万 | 加仓 |
| URI | UNITED RENTALS INC | $1,435.54万 | 0.01% | 19,704 | 1,788 | 10.0% | $130.26万 | 加仓 |
| STT | STATE STR CORP | $1,433.33万 | 0.01% | 113,253 | 32,474 | 40.2% | $410.99万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,424.85万 | 0.01% | 439,362 | 72,224 | 19.7% | $234.22万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1,421.95万 | 0.01% | 169,826 | 64,977 | 62.0% | $544.05万 | 加仓 |
| HSY | HERSHEY CO | $1,416.87万 | 0.01% | 68,155 | -2,689 | -3.8% | -$55.90万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,414.32万 | 0.01% | 24,025 | 889 | 3.8% | $52.33万 | 加仓 |
| TRGP | TARGA RES CORP | $1,413.73万 | 0.01% | 56,385 | 5,029 | 9.8% | $126.09万 | 加仓 |
| FTS | FORTIS INC | $1,406.88万 | 0.01% | 252,174 | 46,519 | 22.6% | $259.53万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $1,405.99万 | 0.01% | 85,140 | 34,809 | 69.2% | $574.83万 | 加仓 |
| FTI | TECHNIPFMC PLC | $1,399.73万 | 0.01% | 202,478 | 44,045 | 27.8% | $304.48万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $1,394.12万 | 0.01% | 525,488 | 68,642 | 15.0% | $182.11万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1,390.55万 | 0.01% | 121,999 | 39,094 | 47.2% | $445.59万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $1,385.50万 | 0.01% | 68,759 | 7,294 | 11.9% | $146.98万 | 加仓 |
| KKR | KKR & CO INC | $1,384.30万 | 0.01% | 149,655 | 48,865 | 48.5% | $452.00万 | 加仓 |
| NGG | NATIONAL GRID PLC | $1,380.99万 | 0.01% | 163,238 | 26,432 | 19.3% | $223.61万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1,377.86万 | 0.01% | 36,269 | 6,969 | 23.8% | $264.75万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,373.15万 | 0.01% | 292,721 | 199,341 | 213.5% | $935.11万 | 加仓 |
| IUSV | ISHARES TR | $1,373.00万 | 0.01% | 134,278 | 1,218 | 0.9% | $12.45万 | 加仓 |
| MKL | MARKEL GROUP INC | $1,365.25万 | 0.01% | 7,133 | 183 | 2.6% | $35.03万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1,363.93万 | 0.01% | 168,491 | 12,308 | 7.9% | $99.63万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $1,359.34万 | 0.01% | 430,579 | 236,001 | 121.3% | $745.06万 | 加仓 |
| JBL | JABIL INC | $1,350.88万 | 0.01% | 50,856 | 4,972 | 10.8% | $132.07万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $1,348.33万 | 0.01% | 1,698,143 | 201,380 | 13.5% | $159.90万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $1,346.99万 | 0.01% | 205,773 | 22,722 | 12.4% | $148.74万 | 加仓 |
| PCAR | PACCAR INC | $1,346.80万 | 0.01% | 116,606 | 25,273 | 27.7% | $291.90万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,346.73万 | 0.01% | 420,721 | -27,387 | -6.1% | -$87.67万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $1,346.55万 | 0.01% | 123,559 | 3,558 | 3.0% | $38.78万 | 加仓 |
| IRM | IRON MTN INC DEL | $1,344.98万 | 0.01% | 131,680 | 5,591 | 4.4% | $57.11万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1,332.68万 | 0.01% | 510,215 | 191,101 | 59.9% | $499.16万 | 加仓 |
| SHV | ISHARES TR | $1,332.61万 | 0.01% | 120,718 | 10,475 | 9.5% | $115.63万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $1,332.04万 | 0.01% | 162,483 | 725 | 0.4% | $5.94万 | 加仓 |
| F | FORD MTR CO | $1,325.41万 | 0.01% | 1,148,536 | 17,183 | 1.5% | $19.83万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $1,325.04万 | 0.01% | 71,589 | 30,282 | 73.3% | $560.49万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,314.39万 | 0.01% | 170,523 | -64,440 | -27.4% | -$496.70万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1,308.99万 | 0.01% | 22,075 | 6,195 | 39.0% | $367.35万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,306.04万 | 0.01% | 274,782 | 9,896 | 3.7% | $47.04万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $1,304.63万 | 0.01% | 83,889 | -4,136 | -4.7% | -$64.32万 | 减仓 |
| GIS | GENERAL MILLS INC | $1,302.37万 | 0.01% | 349,913 | 90,680 | 35.0% | $337.51万 | 加仓 |
| DTE | DTE ENERGY CO | $1,299.30万 | 0.01% | 88,859 | 8,092 | 10.0% | $118.32万 | 加仓 |
| VDE | VANGUARD WORLD FD | $1,296.55万 | 0.01% | 74,928 | 4,705 | 6.7% | $81.42万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,295.83万 | 0.01% | 381,462 | 5,833 | 1.6% | $19.81万 | 加仓 |
| SNA | SNAP ON INC | $1,291.26万 | 0.01% | 35,550 | 11,569 | 48.2% | $420.21万 | 加仓 |
| MGA | MAGNA INTL INC | $1,289.57万 | 0.01% | 231,064 | 56,810 | 32.6% | $317.06万 | 加仓 |
| ITT | ITT INC | $1,277.89万 | 0.01% | 67,070 | 33,167 | 97.8% | $631.93万 | 加仓 |
| NDAQ | NASDAQ INC | $1,270.59万 | 0.01% | 149,675 | 25,337 | 20.4% | $215.09万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $1,269.03万 | 0.01% | 89,255 | 32,589 | 57.5% | $463.35万 | 加仓 |
| FALN | ISHARES TR | $1,265.77万 | 0.01% | 473,715 | -23,217 | -4.7% | -$62.04万 | 减仓 |
| SM | SM ENERGY COMPANY | $1,257.65万 | 0.01% | 403,351 | 236,341 | 141.5% | $736.91万 | 加仓 |
| EMN | EASTMAN CHEM CO | $1,254.62万 | 0.01% | 164,389 | 59,569 | 56.8% | $454.63万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $1,253.01万 | 0.01% | 83,534 | 1,048 | 1.3% | $15.72万 | 加仓 |
| MSTR | STRATEGY INC | $1,240.18万 | 0.01% | 99,374 | 23,722 | 31.4% | $296.05万 | 加仓 |
| BBY | BEST BUY INC | $1,238.82万 | 0.01% | 192,963 | 62,642 | 48.1% | $402.16万 | 加仓 |
| IUSG | ISHARES TR | $1,238.40万 | 0.01% | 79,840 | 3,416 | 4.5% | $52.99万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $1,234.84万 | 0.01% | 59,078 | 5,301 | 9.9% | $110.80万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1,231.36万 | 0.01% | 177,506 | 45,568 | 34.5% | $316.11万 | 加仓 |