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 |
|---|---|---|---|---|---|---|---|---|
| HOOD | ROBINHOOD MKTS INC | $1,606.97万 | 0.01% | 160,249 | 20,801 | 14.9% | $208.59万 | 加仓 |
| GH | GUARDANT HEALTH INC | $1,606.10万 | 0.01% | 107,052 | 28,677 | 36.6% | $430.24万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,602.78万 | 0.01% | 296,645 | 21,863 | 8.0% | $118.13万 | 加仓 |
| MKSI | MKS INC. | $1,598.95万 | 0.01% | 35,948 | -1,075 | -2.9% | -$47.82万 | 减仓 |
| RMBS | RAMBUS INC DEL | $1,595.41万 | 0.01% | 120,191 | 17,871 | 17.5% | $237.22万 | 加仓 |
| IUSG | ISHARES TR | $1,593.42万 | 0.01% | 84,716 | 4,876 | 6.1% | $91.71万 | 加仓 |
| DG | DOLLAR GEN CORP | $1,591.80万 | 0.01% | 138,285 | -829 | -0.6% | -$9.54万 | 减仓 |
| MHK | MOHAWK INDS INC | $1,584.42万 | 0.01% | 130,588 | 63,932 | 95.9% | $775.69万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,583.51万 | 0.01% | 280,366 | -170 | -0.1% | -$9,602 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $1,581.47万 | 0.01% | 83,477 | 5,765 | 7.4% | $109.22万 | 加仓 |
| MKL | MARKEL GROUP INC | $1,576.53万 | 0.01% | 8,072 | 939 | 13.2% | $183.40万 | 加仓 |
| CMF | ISHARES TR | $1,574.46万 | 0.01% | 273,154 | -4,264 | -1.5% | -$24.58万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $1,572.08万 | 0.01% | 41,540 | 1,985 | 5.0% | $75.12万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $1,571.91万 | 0.01% | 853,833 | 285,832 | 50.3% | $526.22万 | 加仓 |
| BYD | BOYD GAMING CORP | $1,568.46万 | 0.01% | 177,568 | 80,682 | 83.3% | $712.66万 | 加仓 |
| DASH | DOORDASH INC | $1,568.30万 | 0.01% | 84,989 | 8,569 | 11.2% | $158.12万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1,567.75万 | 0.01% | 28,934 | 6,859 | 31.1% | $371.65万 | 加仓 |
| INVH | INVITATION HOMES INC | $1,563.30万 | 0.01% | 517,478 | 268,830 | 108.1% | $812.14万 | 加仓 |
| IUSV | ISHARES TR | $1,560.43万 | 0.01% | 141,664 | 7,386 | 5.5% | $81.36万 | 加仓 |
| EBAY | EBAY INC. | $1,553.90万 | 0.01% | 139,052 | 6,627 | 5.0% | $74.06万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,552.25万 | 0.01% | 45,904 | 13,171 | 40.2% | $445.38万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $1,550.66万 | 0.01% | 625,014 | 99,526 | 18.9% | $246.92万 | 加仓 |
| KN | KNOWLES CORP | $1,547.19万 | 0.01% | 372,996 | 25,165 | 7.2% | $104.38万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1,547.15万 | 0.01% | 43,634 | 30,011 | 220.3% | $1,064.11万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1,546.58万 | 0.01% | 106,441 | 28,713 | 36.9% | $417.20万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,546.12万 | 0.01% | 87,958 | 13,242 | 17.7% | $232.77万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1,538.00万 | 0.01% | 576,896 | 12,123 | 2.1% | $32.32万 | 加仓 |
| IEUR | ISHARES TR | $1,536.34万 | 0.01% | 204,382 | -3,887 | -1.9% | -$29.22万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $1,532.19万 | 0.01% | 33,398 | -6,145 | -15.5% | -$281.91万 | 减仓 |
| FISV | FISERV INC | $1,529.14万 | 0.01% | 311,752 | -52,182 | -14.3% | -$255.95万 | 减仓 |
| NI | NISOURCE INC | $1,517.35万 | 0.01% | 319,106 | 110,001 | 52.6% | $523.06万 | 加仓 |
| MTB | M & T BK CORP | $1,512.59万 | 0.01% | 63,552 | 7,693 | 13.8% | $183.10万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,488.30万 | 0.01% | 447,072 | -67,135 | -13.1% | -$223.49万 | 减仓 |
| GL | GLOBE LIFE INC | $1,486.74万 | 0.01% | 83,207 | 19,839 | 31.3% | $354.48万 | 加仓 |
| VRSN | VERISIGN INC | $1,480.37万 | 0.01% | 58,847 | 20,224 | 52.4% | $508.76万 | 加仓 |
| PRG | PROG HOLDINGS INC | $1,473.92万 | 0.01% | 316,224 | 140,564 | 80.0% | $655.17万 | 加仓 |
| EXEL | EXELIXIS INC | $1,470.66万 | 0.01% | 270,292 | 36,150 | 15.4% | $196.69万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1,469.62万 | 0.01% | 119,433 | 82,597 | 224.2% | $1,016.36万 | 加仓 |
| AZO | AUTOZONE INC | $1,465.86万 | 0.01% | 4,587 | -612 | -11.8% | -$195.58万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $1,463.58万 | 0.01% | 82,828 | 4,475 | 5.7% | $79.07万 | 加仓 |
| FNB | F N B CORP | $1,462.20万 | 0.01% | 766,350 | 307,177 | 66.9% | $586.09万 | 加仓 |
| VTRS | VIATRIS INC | $1,461.92万 | 0.01% | 920,607 | 149,636 | 19.4% | $237.62万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $1,460.11万 | 0.01% | 26,045 | -324 | -1.2% | -$18.16万 | 减仓 |
| WAT | WATERS CORP | $1,458.95万 | 0.01% | 38,901 | 13,696 | 54.3% | $513.66万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,456.34万 | 0.01% | 203,400 | 32,877 | 19.3% | $235.40万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,454.34万 | 0.01% | 374,059 | 81,338 | 27.8% | $316.24万 | 加仓 |
| ADSK | AUTODESK INC | $1,453.07万 | 0.01% | 74,739 | -22,505 | -23.1% | -$437.54万 | 减仓 |
| — | WEBSTER FINL CORP | $1,444.32万 | 0.01% | 188,998 | 17,762 | 10.4% | $135.74万 | 加仓 |
| KKR | KKR & CO INC | $1,443.34万 | 0.01% | 157,261 | 7,606 | 5.1% | $69.81万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,442.87万 | 0.01% | 123,028 | -531 | -0.4% | -$6.23万 | 减仓 |
| PLXS | PLEXUS CORP | $1,440.72万 | 0.01% | 47,917 | 6,169 | 14.8% | $185.48万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,439.51万 | 0.01% | 166,783 | 46,687 | 38.9% | $402.96万 | 加仓 |
| SM | SM ENERGY COMPANY | $1,439.41万 | 0.01% | 551,499 | 148,148 | 36.7% | $386.67万 | 加仓 |
| TPR | TAPESTRY INC | $1,436.25万 | 0.01% | 98,118 | 37,708 | 62.4% | $551.97万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,434.54万 | 0.01% | 389,396 | 7,934 | 2.1% | $29.23万 | 加仓 |
| PCAR | PACCAR INC | $1,432.49万 | 0.01% | 119,255 | 2,649 | 2.3% | $31.82万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $1,422.14万 | 0.01% | 497,774 | 497,774 | — | $1,422.14万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $1,419.24万 | 0.01% | 297,223 | 23,100 | 8.4% | $110.30万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $1,418.43万 | 0.01% | 1,341,941 | 906,519 | 208.2% | $958.19万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $1,417.88万 | 0.01% | 123,294 | 8,328 | 7.2% | $95.77万 | 加仓 |
| APA | APA CORPORATION | $1,415.13万 | 0.01% | 434,488 | 154,237 | 55.0% | $502.35万 | 加仓 |
| IONQ | IONQ INC | $1,415.04万 | 0.01% | 265,685 | 81,216 | 44.0% | $432.56万 | 加仓 |
| KIM | KIMCO REALTY CORP | $1,408.24万 | 0.01% | 555,518 | 187,391 | 50.9% | $475.04万 | 加仓 |
| NWSA | NEWS CORP NEW | $1,407.96万 | 0.01% | 567,042 | 202,668 | 55.6% | $503.22万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $1,405.07万 | 0.01% | 429,292 | 128,959 | 42.9% | $422.08万 | 加仓 |
| NDSN | NORDSON CORP | $1,402.46万 | 0.01% | 46,487 | 14,419 | 45.0% | $435.00万 | 加仓 |
| MOG/A | MOOG INC | $1,399.60万 | 0.01% | 33,022 | 8,334 | 33.8% | $353.23万 | 加仓 |
| EMN | EASTMAN CHEM CO | $1,399.45万 | 0.01% | 208,935 | 44,546 | 27.1% | $298.37万 | 加仓 |
| DOW | DOW HLDGS INC | $1,395.45万 | 0.01% | 510,034 | 73,774 | 16.9% | $201.85万 | 加仓 |
| RHI | ROBERT HALF INC. | $1,392.90万 | 0.01% | 453,715 | 166,922 | 58.2% | $512.45万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $1,389.78万 | 0.01% | 60,404 | 25,888 | 75.0% | $595.63万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,387.11万 | 0.01% | 24,053 | 28 | 0.1% | $1.61万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $1,386.68万 | 0.01% | 438,683 | 223,615 | 104.0% | $706.85万 | 加仓 |
| IBB | ISHARES TR | $1,386.06万 | 0.01% | 72,878 | 444 | 0.6% | $8.44万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $1,383.38万 | 0.01% | 121,031 | 31,776 | 35.6% | $363.20万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $1,375.56万 | 0.01% | 131,419 | 41,199 | 45.7% | $431.23万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $1,374.72万 | 0.01% | 111,368 | 16,101 | 16.9% | $198.75万 | 加仓 |
| TFLO | ISHARES TR | $1,372.58万 | 0.01% | 271,100 | -112,453 | -29.3% | -$569.35万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $1,372.34万 | 0.01% | 82,696 | 2,868 | 3.6% | $47.59万 | 加仓 |
| FTV | FORTIVE CORP | $1,368.54万 | 0.01% | 224,020 | 57,752 | 34.7% | $352.81万 | 加仓 |
| ING | ING GROEP N.V. | $1,366.19万 | 0.01% | 435,371 | 52,684 | 13.8% | $165.32万 | 加仓 |
| SHV | ISHARES TR | $1,366.17万 | 0.01% | 123,803 | 3,085 | 2.6% | $34.04万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,366.07万 | 0.01% | 47,835 | 5,124 | 12.0% | $146.33万 | 加仓 |
| NTRS | NORTHERN TR CORP | $1,365.23万 | 0.01% | 78,534 | 8,410 | 12.0% | $146.20万 | 加仓 |
| IGIB | ISHARES TR | $1,359.26万 | 0.01% | 255,644 | 37,757 | 17.3% | $200.75万 | 加仓 |
| FALN | ISHARES TR | $1,358.65万 | 0.01% | 498,771 | 25,056 | 5.3% | $68.25万 | 加仓 |
| CLS | CELESTICA INC | $1,356.23万 | 0.01% | 37,178 | 537 | 1.5% | $19.59万 | 加仓 |
| BBY | BEST BUY INC | $1,354.93万 | 0.01% | 178,562 | -14,401 | -7.5% | -$109.27万 | 减仓 |
| NUSC | NUSHARES ETF TR | $1,354.18万 | 0.01% | 259,819 | -639 | -0.2% | -$3.33万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $1,348.83万 | 0.01% | 66,903 | 7,825 | 13.2% | $157.76万 | 加仓 |
| TXT | TEXTRON INC | $1,347.49万 | 0.01% | 146,897 | 14,430 | 10.9% | $132.37万 | 加仓 |
| GEF | GREIF INC | $1,344.06万 | 0.01% | 180,435 | 76,362 | 73.4% | $568.82万 | 加仓 |
| MRX | MAREX GROUP PLC | $1,342.66万 | 0.01% | 220,288 | 11,577 | 5.5% | $70.56万 | 加仓 |
| FFIV | F5 INC | $1,342.46万 | 0.01% | 32,274 | 11,390 | 54.5% | $473.78万 | 加仓 |
| TREX | TREX INC | $1,341.73万 | 0.01% | 268,132 | 50,945 | 23.5% | $254.93万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,336.43万 | 0.01% | 249,941 | -2,163 | -0.9% | -$11.57万 | 减仓 |
| LEA | LEAR CORP | $1,334.90万 | 0.01% | 99,575 | 20,905 | 26.6% | $280.25万 | 加仓 |
| CUBE | CUBESMART | $1,334.22万 | 0.01% | 335,484 | 147,096 | 78.1% | $585.00万 | 加仓 |
| CPAY | CORPAY INC | $1,333.62万 | 0.01% | 40,016 | 10,788 | 36.9% | $359.53万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1,332.69万 | 0.01% | 17,587 | 2,779 | 18.8% | $210.58万 | 加仓 |