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 |
|---|---|---|---|---|---|---|---|---|
| SLB | SLB LIMITED | $2,043.81万 | 0.01% | 439,624 | 44,994 | 11.4% | $209.18万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,038.31万 | 0.01% | 420,878 | 18,020 | 4.5% | $87.27万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $2,034.82万 | 0.01% | 134,462 | 951 | 0.7% | $14.39万 | 加仓 |
| FN | FABRINET | $2,033.23万 | 0.01% | 36,173 | 1,449 | 4.2% | $81.45万 | 加仓 |
| WIT | WIPRO LTD | $2,030.31万 | 0.01% | 9,023,599 | 1,975,999 | 28.0% | $444.60万 | 加仓 |
| SANM | SANMINA CORP | $2,016.78万 | 0.01% | 79,690 | -7,568 | -8.7% | -$191.53万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $2,008.97万 | 0.01% | 103,968 | 18,828 | 22.1% | $363.81万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,006.70万 | 0.01% | 51,889 | 25,042 | 93.3% | $968.45万 | 加仓 |
| IWN | ISHARES TR | $2,004.42万 | 0.01% | 90,616 | 1,129 | 1.3% | $24.97万 | 加仓 |
| NVT | NVENT ELEC PLC | $1,993.00万 | 0.01% | 117,505 | 25,907 | 28.3% | $439.41万 | 加仓 |
| WDAY | WORKDAY INC | $1,988.16万 | 0.01% | 162,405 | 89,484 | 122.7% | $1,095.46万 | 加仓 |
| AGX | ARGAN INC | $1,974.80万 | 0.01% | 24,730 | 2,634 | 11.9% | $210.34万 | 加仓 |
| INTU | INTUIT | $1,967.41万 | 0.01% | 75,380 | -17,470 | -18.8% | -$455.97万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $1,959.16万 | 0.01% | 112,427 | 5,992 | 5.6% | $104.42万 | 加仓 |
| VEEV | VEEVA SYS INC | $1,952.93万 | 0.01% | 110,043 | 45,246 | 69.8% | $802.98万 | 加仓 |
| FTS | FORTIS INC | $1,947.56万 | 0.01% | 340,305 | 88,131 | 34.9% | $504.37万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,945.86万 | 0.01% | 789,075 | -121,054 | -13.3% | -$298.52万 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $1,936.93万 | 0.01% | 415,934 | 16,501 | 4.1% | $76.84万 | 加仓 |
| ICF | ISHARES TR | $1,931.66万 | 0.01% | 285,621 | -7,607 | -2.6% | -$51.45万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $1,930.82万 | 0.01% | 82,832 | 24,260 | 41.4% | $565.50万 | 加仓 |
| ECL | ECOLAB INC | $1,924.41万 | 0.01% | 69,072 | 2,103 | 3.1% | $58.59万 | 加仓 |
| HAL | HALLIBURTON CO | $1,924.37万 | 0.01% | 566,824 | 94,461 | 20.0% | $320.69万 | 加仓 |
| SNY | SANOFI SA | $1,921.57万 | 0.01% | 450,438 | 16,334 | 3.8% | $69.68万 | 加仓 |
| REG | REGENCY CTRS CORP | $1,918.25万 | 0.01% | 240,563 | 85,371 | 55.0% | $680.75万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $1,911.04万 | 0.01% | 113,469 | -14,409 | -11.3% | -$242.68万 | 减仓 |
| IGSB | ISHARES TR | $1,910.06万 | 0.01% | 364,445 | -26,298 | -6.7% | -$137.83万 | 减仓 |
| GIS | GENERAL MILLS INC | $1,909.44万 | 0.01% | 548,688 | 198,775 | 56.8% | $691.74万 | 加仓 |
| GRMN | GARMIN LTD | $1,905.30万 | 0.01% | 80,210 | 6,312 | 8.5% | $149.93万 | 加仓 |
| IWV | ISHARES TR | $1,905.17万 | 0.01% | 44,680 | 84 | 0.2% | $3.58万 | 加仓 |
| COR | CENCORA INC | $1,904.29万 | 0.01% | 67,294 | -8,650 | -11.4% | -$244.78万 | 减仓 |
| HAS | HASBRO INC | $1,901.36万 | 0.01% | 230,217 | -11,162 | -4.6% | -$92.19万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $1,890.13万 | 0.01% | 1,972,993 | 274,850 | 16.2% | $263.31万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1,885.20万 | 0.01% | 436,591 | -41,512 | -8.7% | -$179.25万 | 减仓 |
| TTE | TOTALENERGIES SE | $1,883.31万 | 0.01% | 242,195 | 5,328 | 2.2% | $41.43万 | 加仓 |
| UMBF | UMB FINL CORP | $1,858.92万 | 0.01% | 130,213 | 24,664 | 23.4% | $352.10万 | 加仓 |
| ET | ENERGY TRANSFER L P | $1,858.09万 | 0.01% | 971,804 | -202,592 | -17.3% | -$387.36万 | 减仓 |
| ADC | AGREE RLTY CORP | $1,855.31万 | 0.01% | 244,958 | 32,965 | 15.6% | $249.68万 | 加仓 |
| ES | EVERSOURCE ENERGY | $1,855.24万 | 0.01% | 256,710 | 86,292 | 50.6% | $623.63万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $1,854.17万 | 0.01% | 139,916 | -19,659 | -12.3% | -$260.52万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1,851.03万 | 0.01% | 77,446 | 7,724 | 11.1% | $184.61万 | 加仓 |
| PPG | PPG INDS INC | $1,848.93万 | 0.01% | 152,439 | 52,084 | 51.9% | $631.73万 | 加仓 |
| GGG | GRACO INC | $1,848.79万 | 0.01% | 244,517 | 15,394 | 6.7% | $116.39万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,848.17万 | 0.01% | 485,593 | 46,231 | 10.5% | $175.96万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,846.39万 | 0.01% | 44,461 | -4,900 | -9.9% | -$203.49万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1,846.27万 | 0.01% | 224,061 | 46,555 | 26.2% | $383.61万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $1,845.81万 | 0.01% | 252,746 | 84,230 | 50.0% | $615.13万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $1,844.50万 | 0.01% | 343,611 | 69,101 | 25.2% | $370.93万 | 加仓 |
| MGC | VANGUARD WORLD FD | $1,843.76万 | 0.01% | 67,382 | -653 | -1.0% | -$17.87万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1,842.03万 | 0.01% | 1,038,935 | 102,310 | 10.9% | $181.40万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1,838.00万 | 0.01% | 13,798 | 3,754 | 37.4% | $500.06万 | 加仓 |
| UNM | UNUM GROUP | $1,824.53万 | 0.01% | 204,086 | 49,746 | 32.2% | $444.73万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $1,822.01万 | 0.01% | 96,561 | 34,197 | 54.8% | $645.26万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,819.25万 | 0.01% | 209,953 | 14,103 | 7.2% | $122.20万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,816.86万 | 0.01% | 117,118 | 10,839 | 10.2% | $168.15万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $1,812.28万 | 0.01% | 131,572 | 26,280 | 25.0% | $361.98万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1,809.85万 | 0.01% | 164,876 | 40,041 | 32.1% | $439.53万 | 加仓 |
| MLI | MUELLER INDS INC | $1,808.57万 | 0.01% | 147,122 | 10,682 | 7.8% | $131.31万 | 加仓 |
| OEF | ISHARES TR | $1,801.16万 | 0.01% | 49,230 | -725 | -1.5% | -$26.53万 | 减仓 |
| VST | VISTRA CORP | $1,798.04万 | 0.01% | 113,348 | 14,785 | 15.0% | $234.53万 | 加仓 |
| RDY | DR REDDYS LABS LTD | $1,797.99万 | 0.01% | 1,240,848 | 73,666 | 6.3% | $106.74万 | 加仓 |
| EFV | ISHARES TR | $1,792.84万 | 0.01% | 234,205 | 4,958 | 2.2% | $37.95万 | 加仓 |
| MGA | MAGNA INTL INC | $1,791.32万 | 0.01% | 272,818 | 41,754 | 18.1% | $274.16万 | 加仓 |
| F | FORD MTR CO | $1,776.85万 | 0.01% | 1,278,307 | 129,771 | 11.3% | $180.38万 | 加仓 |
| AYI | ACUITY INC | $1,768.80万 | 0.01% | 46,960 | 25,824 | 122.2% | $972.69万 | 加仓 |
| IRM | IRON MTN INC DEL | $1,767.35万 | 0.01% | 139,922 | 8,242 | 6.3% | $104.10万 | 加仓 |
| TILT | FLEXSHARES TR | $1,766.07万 | 0.01% | 63,972 | -879 | -1.4% | -$24.27万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,765.64万 | 0.01% | 70,631 | 20,492 | 40.9% | $512.26万 | 加仓 |
| DTE | DTE ENERGY CO | $1,762.63万 | 0.01% | 115,681 | 26,822 | 30.2% | $408.69万 | 加仓 |
| MKC | MCCORMICK & CO INC | $1,757.41万 | 0.01% | 348,554 | 253,398 | 266.3% | $1,277.63万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $1,754.11万 | 0.01% | 284,021 | 7,969 | 2.9% | $49.22万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $1,753.91万 | 0.01% | 361,111 | 38,010 | 11.8% | $184.61万 | 加仓 |
| NXT | NEXTPOWER INC | $1,734.95万 | 0.01% | 145,623 | 8,937 | 6.5% | $106.48万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $1,723.17万 | 0.01% | 574,773 | 326,246 | 131.3% | $978.08万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1,720.92万 | 0.01% | 212,041 | 43,550 | 25.8% | $353.45万 | 加仓 |
| SNA | SNAP ON INC | $1,711.88万 | 0.01% | 42,542 | 6,992 | 19.7% | $281.36万 | 加仓 |
| SOXX | ISHARES TR | $1,707.73万 | 0.01% | 26,652 | 3,502 | 15.1% | $224.39万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,691.70万 | 0.01% | 185,493 | 19,861 | 12.0% | $181.13万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $1,685.58万 | 0.01% | 226,161 | 153,079 | 209.5% | $1,140.90万 | 加仓 |
| CBT | CABOT CORP | $1,684.61万 | 0.01% | 185,488 | 55,746 | 43.0% | $506.29万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $1,673.20万 | 0.01% | 231,297 | 102,903 | 80.1% | $744.40万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $1,673.12万 | 0.01% | 423,575 | 114,823 | 37.2% | $453.55万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1,670.74万 | 0.01% | 102,217 | -1,124 | -1.1% | -$18.37万 | 减仓 |
| TRGP | TARGA RES CORP | $1,668.67万 | 0.01% | 62,231 | 5,846 | 10.4% | $156.76万 | 加仓 |
| NGG | NATIONAL GRID PLC | $1,665.81万 | 0.01% | 201,014 | 37,776 | 23.1% | $313.05万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $1,664.49万 | 0.01% | 332,300 | 183,530 | 123.4% | $919.30万 | 加仓 |
| BWA | BORGWARNER INC | $1,662.63万 | 0.01% | 250,396 | 43,918 | 21.3% | $291.62万 | 加仓 |
| INFY | INFOSYS LTD | $1,658.76万 | 0.01% | 1,581,275 | 754,195 | 91.2% | $791.15万 | 加仓 |
| GNTX | GENTEX CORP | $1,651.42万 | 0.01% | 653,510 | 298,524 | 84.1% | $754.37万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $1,649.81万 | 0.01% | 134,909 | -16,979 | -11.2% | -$207.64万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $1,643.78万 | 0.01% | 211,310 | 126,614 | 149.5% | $984.93万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $1,642.94万 | 0.01% | 490,138 | 326,321 | 199.2% | $1,093.83万 | 加仓 |
| KR | KROGER CO | $1,641.74万 | 0.01% | 295,648 | 15,207 | 5.4% | $84.44万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $1,639.67万 | 0.01% | 241,376 | 84,104 | 53.5% | $571.32万 | 加仓 |
| — | ELECTRONIC ARTS INC | $1,638.53万 | 0.01% | 79,913 | 22,313 | 38.7% | $457.50万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,632.16万 | 0.01% | 37,295 | 2,472 | 7.1% | $108.18万 | 加仓 |
| CRH | CRH PLC | $1,627.74万 | 0.01% | 152,126 | 81,774 | 116.2% | $874.98万 | 加仓 |
| DHI | D R HORTON INC | $1,622.61万 | 0.01% | 99,620 | 10,820 | 12.2% | $176.24万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $1,620.30万 | 0.01% | 633,423 | 202,844 | 47.1% | $518.88万 | 加仓 |
| COHR | COHERENT CORP | $1,618.72万 | 0.01% | 41,035 | 6,764 | 19.7% | $266.82万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,612.47万 | 0.01% | 35,120 | -211 | -0.6% | -$9.69万 | 减仓 |