13F 机构持仓

CreativeOne Wealth, LLC

OVERLAND PARK KS · SEC CIK 0001739728

2026Q22026Q1 更早 9 个季度 🔒
$46.33亿2026Q2 申报市值
1,189持仓数
20.8%前十大占比 · 第一大 2.6%
115 / 113新建仓 / 清仓
申报市值走势$46.33亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 2.6%
VEA 2.4%
VTV 2.4%
VUG 2.2%
NVDA 2.1%
QQQ 2.0%
SPYM 1.8%
BOND 1.8%
ADVISORSHARES 1.8%
SPY 1.6%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$5,590.61万
IALT 新建仓+$2,099.08万
VYM 加仓+$762.69万
ICSH 加仓+$687.02万
BOND 加仓+$644.41万

2026Q2 卖出最多 按季末市值估算

ESUM 减仓-$4,187.87万
QUAL 减仓-$2,971.44万
AMZN 减仓-$2,885.20万
AVEM 减仓-$1,946.09万
ZECP 清仓-$1,639.84万

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
ZECP ZACKS TRUST $00.00%0 -484,729-100.0% -$1,639.84万 清仓
— EXXON MOBIL CORP $00.00%0 -55,697-100.0% -$944.96万 清仓
TPSC TIMOTHY PLAN $00.00%0 -138,805-100.0% -$589.16万 清仓
— ELEVATION SERIES TRUST $00.00%0 -172,561-100.0% -$462.64万 清仓
VRP INVESCO EXCH TRADED FD TR II $00.00%0 -118,234-100.0% -$283.53万 清仓
— HONEYWELL INTL INC $00.00%0 -10,326-100.0% -$233.41万 清仓
HIMS HIMS & HERS HEALTH INC $00.00%0 -73,406-100.0% -$152.39万 清仓
ESLT ELBIT SYS LTD $00.00%0 -1,773-100.0% -$150.54万 清仓
— PROSHARES TR $00.00%0 -45,000-100.0% -$144.85万 清仓
FANG DIAMONDBACK ENERGY INC $00.00%0 -6,814-100.0% -$134.78万 清仓
DFAE DIMENSIONAL ETF TRUST $00.00%0 -39,746-100.0% -$134.58万 清仓
— SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -33,261-100.0% -$117.64万 清仓
— ETF OPPORTUNITIES TRUST $00.00%0 -106,095-100.0% -$117.02万 清仓
DECK DECKERS OUTDOOR CORP $00.00%0 -10,798-100.0% -$108.08万 清仓
VNLA JANUS DETROIT STR TR $00.00%0 -21,305-100.0% -$104.10万 清仓
FOXA FOX CORP $00.00%0 -17,375-100.0% -$101.47万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -21,486-100.0% -$92.31万 清仓
PRIM PRIMORIS SVCS CORP $00.00%0 -6,448-100.0% -$92.24万 清仓
— PROSHARES TR $00.00%0 -55,000-100.0% -$89.21万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -26,061-100.0% -$85.45万 清仓
MLPA GLOBAL X FDS $00.00%0 -15,006-100.0% -$80.84万 清仓
ULTA ULTA BEAUTY INC $00.00%0 -1,533-100.0% -$80.13万 清仓
JTEK J P MORGAN EXCHANGE TRADED F $00.00%0 -10,069-100.0% -$80.09万 清仓
— PROSHARES TR $00.00%0 -29,934-100.0% -$79.80万 清仓
EWJ ISHARES INC $00.00%0 -9,203-100.0% -$77.71万 清仓
— ISHARES TR $00.00%0 -25,332-100.0% -$74.72万 清仓
ISCG ISHARES TR $00.00%0 -12,976-100.0% -$71.11万 清仓
SAN BANCO SANTANDER S.A. $00.00%0 -55,889-100.0% -$63.04万 清仓
IOCT INNOVATOR ETFS TRUST $00.00%0 -17,957-100.0% -$62.94万 清仓
BCS BARCLAYS PLC $00.00%0 -29,567-100.0% -$62.56万 清仓
— ZACKS TRUST $00.00%0 -22,753-100.0% -$61.34万 清仓
FUTU FUTU HLDGS LTD $00.00%0 -4,358-100.0% -$59.60万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -15,590-100.0% -$57.87万 清仓
STN STANTEC INC $00.00%0 -6,632-100.0% -$57.30万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -22,205-100.0% -$55.53万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -19,231-100.0% -$55.26万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -23,452-100.0% -$55.25万 清仓
QLD PROSHARES TR $00.00%0 -8,601-100.0% -$52.46万 清仓
— CSG SYS INTL INC $00.00%0 -6,490-100.0% -$51.88万 清仓
CCL CARNIVAL CORP $00.00%0 -19,513-100.0% -$50.50万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -17,692-100.0% -$47.32万 清仓
PPL PPL CORP $00.00%0 -12,268-100.0% -$46.86万 清仓
CBU COMMUNITY FINANCIAL SYSTEM I $00.00%0 -7,637-100.0% -$44.79万 清仓
TPHD TIMOTHY PLAN $00.00%0 -9,898-100.0% -$40.94万 清仓
FTI TECHNIPFMC PLC $00.00%0 -5,834-100.0% -$40.33万 清仓
GBIL GOLDMAN SACHS ETF TR $00.00%0 -3,852-100.0% -$38.59万 清仓
SPAB SPDR SERIES TRUST $00.00%0 -14,916-100.0% -$38.21万 清仓
EWU ISHARES TR $00.00%0 -8,378-100.0% -$38.17万 清仓
EWY ISHARES INC $00.00%0 -2,951-100.0% -$36.30万 清仓
XES SPDR SERIES TRUST $00.00%0 -3,003-100.0% -$34.94万 清仓
ARKQ ARK ETF TR $00.00%0 -3,094-100.0% -$34.79万 清仓
ES EVERSOURCE ENERGY $00.00%0 -4,776-100.0% -$33.09万 清仓
WTM WHITE MTNS INS GROUP LTD $00.00%0 -150-100.0% -$32.95万 清仓
ZTS ZOETIS INC $00.00%0 -2,428-100.0% -$28.70万 清仓
— PROSHARES TR II $00.00%0 -8,050-100.0% -$27.65万 清仓
— DIREXION SHS ETF TR $00.00%0 -10,286-100.0% -$27.63万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -7,893-100.0% -$27.38万 清仓
AA ALCOA CORP $00.00%0 -4,127-100.0% -$27.37万 清仓
EWC ISHARES INC $00.00%0 -4,988-100.0% -$27.33万 清仓
IWL ISHARES TR $00.00%0 -1,700-100.0% -$27.29万 清仓
YUMC YUM CHINA HLDGS INC $00.00%0 -5,542-100.0% -$27.03万 清仓
UI UBIQUITI INC $00.00%0 -340-100.0% -$26.87万 清仓
OTIS OTIS WORLDWIDE CORP $00.00%0 -3,391-100.0% -$26.14万 清仓
— TEVA PHARMACEUTICAL INDS LTD $00.00%0 -8,606-100.0% -$25.92万 清仓
EFAV ISHARES TR $00.00%0 -2,826-100.0% -$25.82万 清仓
HBAN HUNTINGTON BANCSHARES INC $00.00%0 -16,322-100.0% -$25.54万 清仓
FE FIRSTENERGY CORP $00.00%0 -4,984-100.0% -$25.25万 清仓
VCLT VANGUARD SCOTTSDALE FDS $00.00%0 -3,338-100.0% -$24.95万 清仓
FCG FIRST TR EXCHANGE-TRADED FD $00.00%0 -7,791-100.0% -$24.69万 清仓
AOR ISHARES TR $00.00%0 -3,828-100.0% -$24.64万 清仓
KBDC KAYNE ANDERSON BDC INC $00.00%0 -17,950-100.0% -$24.63万 清仓
INSM INSMED INC $00.00%0 -1,485-100.0% -$24.28万 清仓
OMC OMNICOM GROUP INC $00.00%0 -3,220-100.0% -$24.25万 清仓
ATO ATMOS ENERGY CORP $00.00%0 -1,301-100.0% -$24.03万 清仓
AWK AMERICAN WTR WKS CO INC NEW $00.00%0 -1,764-100.0% -$24.01万 清仓
ONEQ FIDELITY COMWLTH TR $00.00%0 -2,826-100.0% -$24.00万 清仓
BAB INVESCO EXCH TRADED FD TR II $00.00%0 -8,665-100.0% -$23.36万 清仓
OLED UNIVERSAL DISPLAY CORP $00.00%0 -2,501-100.0% -$22.92万 清仓
HCA HCA HEALTHCARE INC $00.00%0 -478-100.0% -$22.63万 清仓
— GREAT LAKES DREDGE & DOCK CO $00.00%0 -13,283-100.0% -$22.58万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -7,898-100.0% -$22.39万 清仓
IAGG ISHARES TR $00.00%0 -4,474-100.0% -$22.39万 清仓
SCHE SCHWAB STRATEGIC TR $00.00%0 -6,737-100.0% -$22.20万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -6,118-100.0% -$22.10万 清仓
EDV VANGUARD WORLD FD $00.00%0 -3,366-100.0% -$21.86万 清仓
OPEN OPENDOOR TECHNOLOGIES INC $00.00%0 -46,690-100.0% -$21.85万 清仓
GXC SPDR INDEX SHS FDS $00.00%0 -2,330-100.0% -$21.70万 清仓
MEDP MEDPACE HLDGS INC $00.00%0 -451-100.0% -$21.66万 清仓
OKTA OKTA INC $00.00%0 -2,749-100.0% -$21.64万 清仓
ANGL VANECK ETF TRUST $00.00%0 -7,463-100.0% -$21.43万 清仓
DDEC FIRST TR EXCHNG TRADED FD VI $00.00%0 -4,819-100.0% -$21.34万 清仓
PNW PINNACLE WEST CAP CORP $00.00%0 -2,100-100.0% -$21.16万 清仓
CHRD CHORD ENERGY CORPORATION $00.00%0 -1,486-100.0% -$21.13万 清仓
MKL MARKEL GROUP INC $00.00%0 -110-100.0% -$21.05万 清仓
YOU CLEAR SECURE INC $00.00%0 -4,347-100.0% -$21.04万 清仓
SCIO FIRST TR EXCHANGE-TRADED FD $00.00%0 -9,982-100.0% -$20.60万 清仓
MWA MUELLER WTR PRODS INC $00.00%0 -7,466-100.0% -$20.52万 清仓
NOBL PROSHARES TR $00.00%0 -3,872-100.0% -$20.52万 清仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $00.00%0 -1,019-100.0% -$20.13万 清仓
— VOLATILITY SHS TR $00.00%0 -13,440-100.0% -$19.81万 清仓