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 |
|---|---|---|---|---|---|---|---|---|
| DOCU | DOCUSIGN INC | $978.95万 | 0.01% | 206,486 | 159,208 | 336.7% | $754.80万 | 加仓 |
| NTRS | NORTHERN TR CORP | $978.73万 | 0.01% | 70,124 | 14,732 | 26.6% | $205.62万 | 加仓 |
| CBT | CABOT CORP | $977.09万 | 0.01% | 129,742 | 56,724 | 77.7% | $427.19万 | 加仓 |
| CPRT | COPART INC | $977.05万 | 0.01% | 294,292 | 72,945 | 33.0% | $242.18万 | 加仓 |
| NI | NISOURCE INC | $975.68万 | 0.01% | 209,105 | 99,160 | 90.2% | $462.68万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $974.26万 | 0.01% | 215,068 | 40,725 | 23.4% | $184.48万 | 加仓 |
| EQNR | EQUINOR ASA | $970.77万 | 0.01% | 230,040 | 75,142 | 48.5% | $317.10万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $969.09万 | 0.01% | 399,294 | -28,508 | -6.7% | -$69.19万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $967.34万 | 0.01% | 228,361 | -1,164 | -0.5% | -$4.93万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $967.26万 | 0.01% | 405,049 | 92,884 | 29.8% | $221.81万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $966.37万 | 0.01% | 139,448 | -4,671 | -3.2% | -$32.37万 | 减仓 |
| XAR | SPDR SERIES TRUST | $965.69万 | 0.01% | 38,022 | 15,754 | 70.7% | $400.12万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $965.45万 | 0.01% | 120,096 | -65,594 | -35.3% | -$527.31万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $963.06万 | 0.01% | 18,424 | 3,972 | 27.5% | $207.62万 | 加仓 |
| RWR | SPDR SERIES TRUST | $962.70万 | 0.01% | 95,345 | -4,900 | -4.9% | -$49.48万 | 减仓 |
| VRSN | VERISIGN INC | $959.23万 | 0.01% | 38,623 | 7,828 | 25.4% | $194.41万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $958.19万 | 0.01% | 78,463 | 10,297 | 15.1% | $125.75万 | 加仓 |
| LEA | LEAR CORP | $952.54万 | 0.01% | 78,670 | 24,589 | 45.5% | $297.72万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $950.29万 | 0.01% | 160,984 | 9,324 | 6.1% | $55.04万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $949.23万 | 0.01% | 207,256 | 27,710 | 15.4% | $126.91万 | 加仓 |
| VFH | VANGUARD WORLD FD | $947.43万 | 0.01% | 78,423 | 2,648 | 3.5% | $31.99万 | 加仓 |
| WDAY | WORKDAY INC | $947.39万 | 0.01% | 72,921 | 15,327 | 26.6% | $199.13万 | 加仓 |
| ITA | ISHARES TR | $945.24万 | 0.01% | 43,211 | 5,609 | 14.9% | $122.70万 | 加仓 |
| WPC | WP CAREY INC | $942.80万 | 0.01% | 138,729 | 77 | 0.1% | $5,233 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $942.45万 | 0.01% | 79,828 | 4,551 | 6.0% | $53.73万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $941.90万 | 0.01% | 12,941 | 2,044 | 18.8% | $148.77万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $939.31万 | 0.01% | 100,654 | 26,483 | 35.7% | $247.14万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $938.96万 | 0.01% | 222,397 | 163,342 | 276.6% | $689.63万 | 加仓 |
| WAB | WABTEC | $937.18万 | 0.01% | 37,501 | 5,290 | 16.4% | $132.20万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $936.66万 | 0.01% | 68,826 | -6,558 | -8.7% | -$89.25万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $935.90万 | 0.01% | 116,175 | 33,966 | 41.3% | $273.63万 | 加仓 |
| KVUE | KENVUE INC | $933.83万 | 0.01% | 541,664 | 138,575 | 34.4% | $238.90万 | 加仓 |
| MRX | MAREX GROUP PLC | $930.44万 | 0.01% | 208,711 | 51,101 | 32.4% | $227.81万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $930.26万 | 0.01% | 157,272 | 46,479 | 42.0% | $274.92万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $928.97万 | 0.01% | 45,502 | 14,766 | 48.0% | $301.46万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $928.28万 | 0.01% | 98,890 | 2,611 | 2.7% | $24.51万 | 加仓 |
| CCL | CARNIVAL CORP | $925.03万 | 0.01% | 357,429 | 109,892 | 44.4% | $284.40万 | 加仓 |
| FIVE | FIVE BELOW INC | $924.87万 | 0.01% | 40,479 | 17,435 | 75.7% | $398.36万 | 加仓 |
| XYL | XYLEM INC | $924.06万 | 0.01% | 77,327 | 25,626 | 49.6% | $306.23万 | 加仓 |
| TBIL | RBB FD INC | $923.97万 | 0.01% | 185,314 | 81,606 | 78.7% | $406.89万 | 加仓 |
| HPQ | HP INC | $923.31万 | 0.01% | 480,642 | 149,870 | 45.3% | $287.90万 | 加仓 |
| FTV | FORTIVE CORP | $919.13万 | 0.01% | 166,268 | 43,582 | 35.5% | $240.92万 | 加仓 |
| CDE | COEUR MNG INC | $918.44万 | 0.01% | 489,312 | 141,800 | 40.8% | $266.16万 | 加仓 |
| ZTS | ZOETIS INC | $918.38万 | 0.01% | 77,690 | 3,131 | 4.2% | $37.01万 | 加仓 |
| KNF | KNIFE RIVER CORP | $918.16万 | 0.01% | 112,451 | 12,200 | 12.2% | $99.61万 | 加仓 |
| SEIC | SEI INVTS CO | $916.75万 | 0.01% | 116,827 | 6,786 | 6.2% | $53.25万 | 加仓 |
| STM | STMICROELECTRONICS N V | $915.29万 | 0.01% | 264,918 | 70,254 | 36.1% | $242.73万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $912.90万 | 0.01% | 83,158 | 31,604 | 61.3% | $346.95万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $912.28万 | 0.01% | 274,123 | 53,570 | 24.3% | $178.28万 | 加仓 |
| IR | INGERSOLL RAND INC | $910.69万 | 0.01% | 113,666 | 13,670 | 13.7% | $109.52万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $909.67万 | 0.01% | 151,461 | 67,738 | 80.9% | $406.83万 | 加仓 |
| NWSA | NEWS CORP NEW | $908.38万 | 0.01% | 364,374 | 166,951 | 84.6% | $416.21万 | 加仓 |
| PDD | PDD HOLDINGS INC | $906.36万 | 0.01% | 88,702 | 44,093 | 98.8% | $450.54万 | 加仓 |
| NE | NOBLE CORP PLC | $903.84万 | 0.01% | 184,193 | 28,759 | 18.5% | $141.12万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $902.15万 | 0.01% | 119,982 | 2,205 | 1.9% | $16.58万 | 加仓 |
| BGRN | ISHARES TR | $901.84万 | 0.01% | 189,974 | 11,996 | 6.7% | $56.95万 | 加仓 |
| TSN | TYSON FOODS INC | $901.52万 | 0.01% | 140,709 | 55,966 | 66.0% | $358.57万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $900.93万 | 0.01% | 68,387 | 15,121 | 28.4% | $199.20万 | 加仓 |
| DDOG | DATADOG INC | $900.90万 | 0.01% | 76,315 | -36,178 | -32.2% | -$427.08万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $898.74万 | 0.01% | 62,072 | 4,892 | 8.6% | $70.83万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $896.28万 | 0.01% | 104,049 | 104,049 | — | $896.28万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $895.28万 | 0.01% | 45,478 | 2,445 | 5.7% | $48.13万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $895.11万 | 0.01% | 30,330 | 2,354 | 8.4% | $69.47万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $895.10万 | 0.01% | 111,041 | 2,246 | 2.1% | $18.11万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $894.88万 | 0.01% | 29,406 | 3,549 | 13.7% | $108.00万 | 加仓 |
| GDX | VANECK ETF TRUST | $894.83万 | 0.01% | 97,508 | 4,142 | 4.4% | $38.01万 | 加仓 |
| YELP | YELP INC | $893.84万 | 0.01% | 361,294 | 286,488 | 383.0% | $708.77万 | 加仓 |
| KN | KNOWLES CORP | $893.23万 | 0.01% | 347,831 | 40,512 | 13.2% | $104.03万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $893.19万 | 0.01% | 47,510 | 5,175 | 12.2% | $97.29万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $891.66万 | 0.01% | 21,871 | -1,441 | -6.2% | -$58.75万 | 减仓 |
| BCE | BCE INC | $890.64万 | 0.01% | 352,870 | 81,328 | 30.0% | $205.27万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $890.53万 | 0.01% | 88,902 | 6,742 | 8.2% | $67.53万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $889.64万 | 0.01% | 4,049 | 634 | 18.6% | $139.30万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $888.60万 | 0.01% | 42,711 | 6,987 | 19.6% | $145.36万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $888.60万 | 0.01% | 119,661 | 9,018 | 8.2% | $66.97万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $883.69万 | 0.01% | 88,290 | 22,268 | 33.7% | $222.88万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $882.33万 | 0.01% | 97,884 | 74,017 | 310.1% | $667.19万 | 加仓 |
| GL | GLOBE LIFE INC | $881.89万 | 0.01% | 63,368 | 16,118 | 34.1% | $224.31万 | 加仓 |
| EQT | EQT CORP | $881.29万 | 0.01% | 138,480 | -1,192 | -0.9% | -$7.59万 | 减仓 |
| IQV | IQVIA HLDGS INC | $881.24万 | 0.01% | 51,674 | -7,683 | -12.9% | -$131.02万 | 减仓 |
| DB | DEUTSCHE BK AG | $880.80万 | 0.01% | 295,768 | 21,959 | 8.0% | $65.39万 | 加仓 |
| RMBS | RAMBUS INC DEL | $880.26万 | 0.01% | 102,320 | 11,007 | 12.1% | $94.69万 | 加仓 |
| TW | TRADEWEB MKTS INC | $880.06万 | 0.01% | 74,797 | 31,241 | 71.7% | $367.58万 | 加仓 |
| ESLT | ELBIT SYS LTD | $879.49万 | 0.01% | 10,358 | 431 | 4.3% | $36.60万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $878.76万 | 0.01% | 57,398 | 7,395 | 14.8% | $113.22万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $877.21万 | 0.01% | 142,984 | -10,041 | -6.6% | -$61.60万 | 减仓 |
| IWL | ISHARES TR | $876.46万 | 0.01% | 54,616 | 36,727 | 205.3% | $589.39万 | 加仓 |
| RMD | RESMED INC | $873.21万 | 0.01% | 38,899 | 3,365 | 9.5% | $75.54万 | 加仓 |
| CBRE | CBRE GROUP INC | $871.94万 | 0.01% | 64,369 | 1,056 | 1.7% | $14.30万 | 加仓 |
| HUBS | HUBSPOT INC | $871.58万 | 0.01% | 35,706 | 24,084 | 207.2% | $587.89万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $870.97万 | 0.01% | 40,326 | -5,006 | -11.0% | -$108.12万 | 减仓 |
| IT | GARTNER INC | $870.72万 | 0.01% | 54,991 | 26,554 | 93.4% | $420.45万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $868.47万 | 0.01% | 32,733 | 11,511 | 54.2% | $305.41万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $867.49万 | 0.01% | 30,831 | 8,754 | 39.7% | $246.31万 | 加仓 |
| CVNA | CARVANA CO | $861.32万 | 0.01% | 27,397 | -169 | -0.6% | -$5.31万 | 减仓 |
| ALC | ALCON AG | $861.18万 | 0.01% | 114,290 | 38,633 | 51.1% | $291.10万 | 加仓 |
| ILMN | ILLUMINA INC | $857.69万 | 0.01% | 69,584 | -627 | -0.9% | -$7.73万 | 减仓 |
| PHM | PULTE GROUP INC | $857.11万 | 0.01% | 72,877 | 35,774 | 96.4% | $420.74万 | 加仓 |
| STE | STERIS PLC | $853.84万 | 0.01% | 38,613 | -2,608 | -6.3% | -$57.67万 | 减仓 |
| NDSN | NORDSON CORP | $853.21万 | 0.01% | 32,068 | 15,667 | 95.5% | $416.84万 | 加仓 |