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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $156.89亿 | 10.64% | 24,018,496 | 1,025,490 | 4.5% | $6.70亿 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $89.39亿 | 6.06% | 121,385,406 | 3,604,204 | 3.1% | $2.65亿 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $77.16亿 | 5.23% | 120,418,397 | -3,756,634 | -3.0% | -$2.41亿 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $61.09亿 | 4.14% | 133,821,065 | 8,686,628 | 6.9% | $3.97亿 | 加仓 |
| SPMD | SPDR SERIES TRUST | $57.23亿 | 3.88% | 96,641,159 | 3,972,550 | 4.3% | $2.35亿 | 加仓 |
| IEMG | ISHARES INC | $54.16亿 | 3.67% | 77,654,854 | 1,378,212 | 1.8% | $9,613.03万 | 加仓 |
| VV | VANGUARD INDEX FDS | $36.65亿 | 2.49% | 12,262,531 | 45,572 | 0.4% | $1,361.92万 | 加仓 |
| AAPL | APPLE INC | $30.78亿 | 2.09% | 12,129,399 | 818,817 | 7.2% | $2.08亿 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $29.31亿 | 1.99% | 37,384,791 | 11,278,076 | 43.2% | $8.84亿 | 加仓 |
| SPYM | SPDR SERIES TRUST | $25.76亿 | 1.75% | 33,659,028 | 858,879 | 2.6% | $6,573.86万 | 加仓 |
| VO | VANGUARD INDEX FDS | $23.87亿 | 1.62% | 8,310,889 | -104,469 | -1.2% | -$3,000.14万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $23.75亿 | 1.61% | 23,779,849 | 1,187,441 | 5.3% | $1.19亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $23.61亿 | 1.60% | 13,535,313 | 986,694 | 7.9% | $1.72亿 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $22.36亿 | 1.52% | 27,022,817 | 454,514 | 1.7% | $3,761.10万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $22.31亿 | 1.51% | 20,195,491 | 1,350,729 | 7.2% | $1.49亿 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $21.09亿 | 1.43% | 82,270,037 | -1,542,288 | -1.8% | -$3,954.43万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $19.64亿 | 1.33% | 6,120,710 | 53,700 | 0.9% | $1,722.75万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $19.58亿 | 1.33% | 47,961,726 | 3,468,550 | 7.8% | $1.42亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $19.22亿 | 1.30% | 2,956,006 | -58,746 | -1.9% | -$3,820.49万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $18.66亿 | 1.27% | 26,230,978 | 1,395,277 | 5.6% | $9,924.61万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $15.96亿 | 1.08% | 53,069,411 | 2,164,798 | 4.3% | $6,509.55万 | 加仓 |
| IDEV | ISHARES TR | $15.96亿 | 1.08% | 19,092,951 | 1,537,353 | 8.8% | $1.28亿 | 加仓 |
| MUB | ISHARES TR | $15.25亿 | 1.03% | 14,367,478 | 812,109 | 6.0% | $8,620.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $14.33亿 | 0.97% | 3,870,580 | 352,849 | 10.0% | $1.31亿 | 加仓 |
| AGG | ISHARES TR | $13.92亿 | 0.94% | 14,026,407 | 3,381,864 | 31.8% | $3.36亿 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $13.74亿 | 0.93% | 27,532,088 | 2,499,613 | 10.0% | $1.25亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.60亿 | 0.92% | 2,837,844 | -17,229 | -0.6% | -$825.61万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $11.67亿 | 0.79% | 47,134,843 | 5,277,974 | 12.6% | $1.31亿 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $11.43亿 | 0.78% | 19,200,025 | 1,343,679 | 7.5% | $8,001.61万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $11.14亿 | 0.76% | 12,560,585 | -309,984 | -2.4% | -$2,749.56万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $10.21亿 | 0.69% | 21,771,079 | -269,388 | -1.2% | -$1,263.70万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $9.85亿 | 0.67% | 18,221,206 | -159,053 | -0.9% | -$859.68万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $9.67亿 | 0.66% | 1,618,133 | 104,940 | 6.9% | $6,270.69万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $9.11亿 | 0.62% | 29,432,010 | -1,004,432 | -3.3% | -$3,109.72万 | 减仓 |
| AMZN | AMAZON COM INC | $8.99亿 | 0.61% | 4,314,124 | 248,730 | 6.1% | $5,180.30万 | 加仓 |
| GOOGL | ALPHABET INC | $8.49亿 | 0.58% | 2,951,228 | 238,724 | 8.8% | $6,864.75万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8.44亿 | 0.57% | 13,521,487 | -186,197 | -1.4% | -$1,162.80万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $7.17亿 | 0.49% | 21,758,142 | 2,851,208 | 15.1% | $9,394.73万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $5.69亿 | 0.39% | 3,839,152 | 220,398 | 6.1% | $3,264.10万 | 加仓 |
| AVGO | BROADCOM INC | $5.58亿 | 0.38% | 1,801,894 | 100,698 | 5.9% | $3,116.70万 | 加仓 |
| META | META PLATFORMS INC | $5.42亿 | 0.37% | 947,746 | 57,452 | 6.5% | $3,287.00万 | 加仓 |
| VB | VANGUARD INDEX FDS | $5.33亿 | 0.36% | 2,035,636 | -90,108 | -4.2% | -$2,360.11万 | 减仓 |
| GOOG | ALPHABET INC | $5.23亿 | 0.35% | 1,824,150 | 50,066 | 2.8% | $1,436.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4.54亿 | 0.31% | 1,543,468 | 44,216 | 2.9% | $1,300.66万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $4.37亿 | 0.30% | 20,357,903 | -747,217 | -3.5% | -$1,605.77万 | 减仓 |
| QQQ | INVESCO QQQ TR | $4.15亿 | 0.28% | 718,318 | 11,294 | 1.6% | $651.87万 | 加仓 |
| TSLA | TESLA INC | $3.92亿 | 0.27% | 1,054,828 | 66,327 | 6.7% | $2,465.71万 | 加仓 |
| LLY | ELI LILLY & CO | $3.87亿 | 0.26% | 420,635 | 37,789 | 9.9% | $3,475.72万 | 加仓 |
| — | EXXON MOBIL CORP | $3.79亿 | 0.26% | 2,234,969 | 210,847 | 10.4% | $3,577.23万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3.28亿 | 0.22% | 1,341,281 | 94,624 | 7.6% | $2,312.99万 | 加仓 |
| IJH | ISHARES TR | $3.27亿 | 0.22% | 4,838,549 | 77,986 | 1.6% | $526.64万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $3.26亿 | 0.22% | 4,126,427 | 919,353 | 28.7% | $7,268.40万 | 加仓 |
| WMT | WALMART INC | $3.17亿 | 0.22% | 2,551,572 | 124,930 | 5.1% | $1,552.63万 | 加仓 |
| SUB | ISHARES TR | $3.09亿 | 0.21% | 2,904,852 | 91,413 | 3.2% | $973.55万 | 加仓 |
| SCZ | ISHARES TR | $3.08亿 | 0.21% | 3,924,370 | -76,734 | -1.9% | -$601.67万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3.00亿 | 0.20% | 301,233 | 35,037 | 13.2% | $3,491.20万 | 加仓 |
| ITOT | ISHARES TR | $2.92亿 | 0.20% | 2,049,370 | -35,359 | -1.7% | -$503.62万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2.80亿 | 0.19% | 2,989,279 | 2,915,374 | 3,944.8% | $2.73亿 | 加仓 |
| SPIB | SPDR SERIES TRUST | $2.67亿 | 0.18% | 7,975,443 | -82,693 | -1.0% | -$277.35万 | 减仓 |
| CAT | CATERPILLAR INC | $2.59亿 | 0.18% | 365,769 | 9,750 | 2.7% | $690.75万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.59亿 | 0.18% | 1,204,922 | 78,387 | 7.0% | $1,685.79万 | 加仓 |
| DGS | WISDOMTREE TR | $2.53亿 | 0.17% | 4,208,248 | -308,131 | -6.8% | -$1,851.87万 | 减仓 |
| IEFA | ISHARES TR | $2.49亿 | 0.17% | 2,753,122 | 69,482 | 2.6% | $629.02万 | 加仓 |
| V | VISA INC | $2.45亿 | 0.17% | 811,682 | 45,392 | 5.9% | $1,371.93万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2.45亿 | 0.17% | 1,693,989 | 151,879 | 9.8% | $2,193.74万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2.40亿 | 0.16% | 4,952,745 | -86,540 | -1.7% | -$419.37万 | 减仓 |
| ABBV | ABBVIE INC | $2.40亿 | 0.16% | 1,103,490 | 59,677 | 5.7% | $1,297.91万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2.38亿 | 0.16% | 3,357,019 | -69,163 | -2.0% | -$490.43万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2.36亿 | 0.16% | 2,150,175 | 2,028,571 | 1,668.2% | $2.23亿 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2.34亿 | 0.16% | 1,137,537 | 641,434 | 129.3% | $1.32亿 | 加仓 |
| IWB | ISHARES TR | $2.29亿 | 0.16% | 642,293 | -15,045 | -2.3% | -$536.44万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2.17亿 | 0.15% | 634,638 | 28,503 | 4.7% | $974.20万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.16亿 | 0.15% | 638,516 | 32,863 | 5.4% | $1,110.61万 | 加仓 |
| HD | HOME DEPOT INC | $2.04亿 | 0.14% | 621,036 | 33,480 | 5.7% | $1,101.12万 | 加仓 |
| EFA | ISHARES TR | $2.03亿 | 0.14% | 2,087,353 | 18,004 | 0.9% | $174.87万 | 加仓 |
| IWF | ISHARES TR | $2.01亿 | 0.14% | 471,347 | -7,457 | -1.6% | -$317.97万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1.86亿 | 0.13% | 900,524 | 167,084 | 22.8% | $3,456.97万 | 加仓 |
| DOL | WISDOMTREE TR | $1.83亿 | 0.12% | 2,696,930 | 33,204 | 1.2% | $225.74万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.80亿 | 0.12% | 3,414,821 | -16,842 | -0.5% | -$88.89万 | 减仓 |
| BAC | BANK AMERICA CORP | $1.79亿 | 0.12% | 3,662,719 | -36,354 | -1.0% | -$177.23万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.77亿 | 0.12% | 902,783 | -35,479 | -3.8% | -$696.10万 | 减仓 |
| KO | COCA COLA CO | $1.77亿 | 0.12% | 2,321,669 | 223,523 | 10.7% | $1,699.89万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1.74亿 | 0.12% | 5,992,974 | -794,657 | -11.7% | -$2,310.86万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $1.64亿 | 0.11% | 1,457,828 | 113,383 | 8.4% | $1,272.95万 | 加仓 |
| NFLX | NETFLIX INC. | $1.62亿 | 0.11% | 1,687,485 | 73,821 | 4.6% | $709.79万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.62亿 | 0.11% | 225 | 5 | 2.3% | $358.94万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.58亿 | 0.11% | 360,936 | -18,329 | -4.8% | -$800.59万 | 减仓 |
| MRK | MERCK & CO INC | $1.57亿 | 0.11% | 1,308,297 | 61,646 | 4.9% | $741.54万 | 加仓 |
| ORCL | ORACLE CORP | $1.57亿 | 0.11% | 1,066,125 | -21,699 | -2.0% | -$319.21万 | 减仓 |
| IJR | ISHARES TR | $1.56亿 | 0.11% | 1,256,876 | 455 | 0.0% | $5.66万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1.53亿 | 0.10% | 248,681 | -27,883 | -10.1% | -$1,719.71万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.53亿 | 0.10% | 714,502 | 42,546 | 6.3% | $909.04万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.49亿 | 0.10% | 731,233 | 59,828 | 8.9% | $1,217.08万 | 加仓 |
| CSCO | CISCO SYS INC | $1.48亿 | 0.10% | 1,907,189 | 266,143 | 16.2% | $2,065.00万 | 加仓 |
| IWM | ISHARES TR | $1.42亿 | 0.10% | 570,875 | -34,700 | -5.7% | -$860.56万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.41亿 | 0.10% | 282,263 | 14,946 | 5.6% | $746.79万 | 加仓 |
| IEI | ISHARES TR | $1.40亿 | 0.09% | 1,176,837 | -69,734 | -5.6% | -$827.05万 | 减仓 |
| MCD | MCDONALDS CORP | $1.39亿 | 0.09% | 445,841 | 49,361 | 12.4% | $1,534.09万 | 加仓 |
| PEP | PEPSICO INC | $1.38亿 | 0.09% | 885,786 | 77,421 | 9.6% | $1,202.27万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $1.37亿 | 0.09% | 2,938,971 | 1,684,044 | 134.2% | $7,871.22万 | 加仓 |