CreativeOne Wealth, LLC
OVERLAND PARK KS · SEC CIK 0001739728
$43.06亿2026Q1 申报市值
1,171持仓数
19.2%前十大占比 · 第一大 2.4%
99 / 98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
CORO 新建仓+$5,493.49万
ESUM 加仓+$3,613.53万
GOVT 加仓+$2,721.22万
BLCR 新建仓+$1,723.50万
SPYM 加仓+$1,489.72万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$3,309.80万
AVEM 减仓-$2,116.89万
EFV 减仓-$1,675.48万
IAU 减仓-$1,339.47万
EMB 减仓-$964.75万
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 |
|---|---|---|---|---|---|---|---|---|
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $22.40万 | 0.01% | 3,338 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.52万 | 0.01% | 6,113 | -18,758 | -75.4% | -$69.11万 | 减仓 |
| — | GREAT LAKES DREDGE & DOCK CO | $22.58万 | 0.01% | 13,283 | 13,283 | — | $22.58万 | 新建仓 |
| GPC | GENUINE PARTS CO | $22.60万 | 0.01% | 2,137 | -263 | -11.0% | -$2.78万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $22.63万 | 0.01% | 478 | 478 | — | $22.63万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $22.73万 | 0.01% | 26,250 | 0 | 0.0% | — | 不变 |
| MGTX | MEIRAGTX HLDGS PLC | $22.88万 | 0.01% | 26,424 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $22.89万 | 0.01% | 1,992 | 1,992 | — | $22.89万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $22.92万 | 0.01% | 2,501 | -214 | -7.9% | -$1.96万 | 减仓 |
| ILMN | ILLUMINA INC | $22.99万 | 0.01% | 1,865 | -1,390 | -42.7% | -$17.13万 | 减仓 |
| UVE | UNIVERSAL INS HLDGS INC | $23.01万 | 0.01% | 6,735 | 6,735 | — | $23.01万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $23.01万 | 0.01% | 7,938 | -2,134 | -21.2% | -$6.19万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $23.01万 | 0.01% | 4,804 | 0 | 0.0% | — | 不变 |
| BAB | INVESCO EXCH TRADED FD TR II | $23.36万 | 0.01% | 8,665 | 87 | 1.0% | $2,346 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $23.47万 | 0.01% | 2,420 | 2,420 | — | $23.47万 | 新建仓 |
| NGVC | NATURAL GROCERS BY VITAMIN C | $23.50万 | 0.01% | 9,090 | 935 | 11.5% | $2.42万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $23.71万 | 0.01% | 1,428 | -5 | -0.3% | -$830 | 减仓 |
| SPHY | SPDR SERIES TRUST | $23.75万 | 0.01% | 10,183 | -352 | -3.3% | -$8,208 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $23.77万 | 0.01% | 1,899 | -2 | -0.1% | -$250 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $23.82万 | 0.01% | 7,560 | 0 | 0.0% | — | 不变 |
| — | BITWISE ETHEREUM ETF | $23.85万 | 0.01% | 15,902 | 16 | 0.1% | $240 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $24.00万 | 0.01% | 2,826 | 4 | 0.1% | $340 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $24.01万 | 0.01% | 1,764 | 70 | 4.1% | $9,527 | 加仓 |
| ATO | ATMOS ENERGY CORP | $24.03万 | 0.01% | 1,301 | 17 | 1.3% | $3,140 | 重新持有 |
| OMC | OMNICOM GROUP INC | $24.25万 | 0.01% | 3,220 | 119 | 3.8% | $8,963 | 加仓 |
| INSM | INSMED INC | $24.28万 | 0.01% | 1,485 | 35 | 2.4% | $5,723 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $24.30万 | 0.01% | 833 | -320 | -27.8% | -$9.33万 | 减仓 |
| BN | BROOKFIELD CORP | $24.62万 | 0.01% | 6,084 | -225 | -3.6% | -$9,105 | 减仓 |
| KBDC | KAYNE ANDERSON BDC INC | $24.63万 | 0.01% | 17,950 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $24.64万 | 0.01% | 3,828 | 3,828 | — | $24.64万 | 新建仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $24.69万 | 0.01% | 7,791 | 7,791 | — | $24.69万 | 新建仓 |
| KIE | SPDR SERIES TRUST | $24.70万 | 0.01% | 4,491 | 61 | 1.4% | $3,355 | 加仓 |
| NVT | NVENT ELECTRIC PLC | $24.72万 | 0.01% | 2,090 | 53 | 2.6% | $6,269 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $24.88万 | 0.01% | 7,907 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $24.95万 | 0.01% | 3,338 | 135 | 4.2% | $1.01万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $25.00万 | 0.01% | 1,822 | -51 | -2.7% | -$6,997 | 减仓 |
| IYT | ISHARES TR | $25.07万 | 0.01% | 3,360 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $25.13万 | 0.01% | 5,160 | -146 | -2.8% | -$7,111 | 减仓 |
| GME | GAMESTOP CORP NEW | $25.18万 | 0.01% | 10,927 | 10,927 | — | $25.18万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $25.18万 | 0.01% | 1,076 | -1 | -0.1% | -$234 | 减仓 |
| FE | FIRSTENERGY CORP | $25.25万 | 0.01% | 4,984 | 414 | 9.1% | $2.10万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $25.32万 | 0.01% | 5,605 | 5,605 | — | $25.32万 | 新建仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $25.39万 | 0.01% | 3,899 | 1 | 0.0% | $65 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $25.44万 | 0.01% | 586 | 71 | 13.8% | $3.08万 | 重新持有 |
| FELC | FIDELITY COVINGTON TRUST | $25.45万 | 0.01% | 7,017 | 19 | 0.3% | $689 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $25.54万 | 0.01% | 16,322 | 2,216 | 15.7% | $3.47万 | 重新持有 |
| NTRS | NORTHERN TR CORP | $25.61万 | 0.01% | 1,835 | 89 | 5.1% | $1.24万 | 加仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $25.71万 | 0.01% | 19,000 | -600 | -3.1% | -$8,118 | 减仓 |
| PCG | PG&E CORP | $25.75万 | 0.01% | 14,657 | 1,451 | 11.0% | $2.55万 | 加仓 |
| ARTY | ISHARES TR | $25.75万 | 0.01% | 5,535 | 5,535 | — | $25.75万 | 新建仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $25.78万 | 0.01% | 12,300 | 12,300 | — | $25.78万 | 新建仓 |
| EFAV | ISHARES TR | $25.82万 | 0.01% | 2,826 | 388 | 15.9% | $3.55万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $25.92万 | 0.01% | 8,606 | -51,928 | -85.8% | -$156.41万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $25.93万 | 0.01% | 8,166 | 8,166 | — | $25.93万 | 新建仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $25.95万 | 0.01% | 6,746 | -13 | -0.2% | -$500 | 减仓 |
| CIEN | CIENA CORP | $26.05万 | 0.01% | 671 | 671 | — | $26.05万 | 新建仓 |
| PCAR | PACCAR INC | $26.07万 | 0.01% | 2,257 | 2,257 | — | $26.07万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $26.14万 | 0.01% | 3,391 | 460 | 15.7% | $3.55万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $26.15万 | 0.01% | 11,300 | 11,300 | — | $26.15万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $26.16万 | 0.01% | 5,398 | 943 | 21.2% | $4.57万 | 加仓 |
| CRWV | COREWEAVE INC | $26.27万 | 0.01% | 3,391 | -70 | -2.0% | -$5,423 | 减仓 |
| IR | INGERSOLL RAND INC | $26.48万 | 0.01% | 3,305 | -1,095 | -24.9% | -$8.77万 | 重新持有 |
| — | SILA REALTY TRUST INC | $26.51万 | 0.01% | 11,193 | -5,499 | -32.9% | -$13.02万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.64万 | 0.01% | 9,968 | -2 | -0.0% | -$53 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $26.64万 | 0.01% | 8,884 | 1,393 | 18.6% | $4.18万 | 加仓 |
| VIS | VANGUARD WORLD FD | $26.71万 | 0.01% | 855 | -9 | -1.0% | -$2,811 | 减仓 |
| — | GLOBAL X FDS | $26.75万 | 0.01% | 12,716 | 1,102 | 9.5% | $2.32万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $26.77万 | 0.01% | 3,857 | 102 | 2.7% | $7,079 | 加仓 |
| UI | UBIQUITI INC | $26.87万 | 0.01% | 340 | 340 | — | $26.87万 | 新建仓 |
| JAJL | INNOVATOR ETFS TRUST | $26.88万 | 0.01% | 9,248 | 1,639 | 21.5% | $4.76万 | 加仓 |
| DGRW | WISDOMTREE TR | $26.94万 | 0.01% | 3,067 | 505 | 19.7% | $4.44万 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $27.03万 | 0.01% | 30,783 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $27.03万 | 0.01% | 5,542 | -2,671 | -32.5% | -$13.03万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $27.09万 | 0.01% | 1,791 | -39 | -2.1% | -$5,900 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $27.13万 | 0.01% | 5,450 | 5,450 | — | $27.13万 | 新建仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $27.28万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| IWL | ISHARES TR | $27.29万 | 0.01% | 1,700 | -19,885 | -92.1% | -$319.19万 | 减仓 |
| EWC | ISHARES INC | $27.33万 | 0.01% | 4,988 | 297 | 6.3% | $1.63万 | 加仓 |
| AA | ALCOA CORP | $27.37万 | 0.01% | 4,127 | 4,127 | — | $27.37万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $27.38万 | 0.01% | 7,893 | -4,216 | -34.8% | -$14.63万 | 减仓 |
| SOXL | DIREXION SHS ETF TR | $27.47万 | 0.01% | 5,734 | 5,734 | — | $27.47万 | 新建仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $27.47万 | 0.01% | 2,276 | 405 | 21.6% | $4.89万 | 加仓 |
| — | DIREXION SHS ETF TR | $27.63万 | 0.01% | 10,286 | 10,286 | — | $27.63万 | 新建仓 |
| — | PROSHARES TR II | $27.65万 | 0.01% | 8,050 | 8,050 | — | $27.65万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $27.69万 | 0.01% | 4,618 | -231 | -4.8% | -$1.39万 | 减仓 |
| NDAQ | NASDAQ INC | $27.70万 | 0.01% | 3,263 | -1,843 | -36.1% | -$15.65万 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $27.92万 | 0.01% | 4,245 | 198 | 4.9% | $1.30万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $28.03万 | 0.01% | 10,405 | -1,225 | -10.5% | -$3.30万 | 减仓 |
| VMI | VALMONT INDS INC | $28.08万 | 0.01% | 703 | 1 | 0.1% | $399 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $28.10万 | 0.01% | 5,484 | 77 | 1.4% | $3,946 | 加仓 |
| RNST | RENASANT CORP | $28.18万 | 0.01% | 7,800 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $28.19万 | 0.01% | 4,323 | -185 | -4.1% | -$1.21万 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $28.30万 | 0.01% | 6,131 | 20 | 0.3% | $923 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $28.67万 | 0.01% | 8,958 | -8,545 | -48.8% | -$27.35万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $28.69万 | 0.01% | 7,667 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $28.70万 | 0.01% | 2,428 | 125 | 5.4% | $1.48万 | 加仓 |
| PTNQ | PACER FDS TR | $28.77万 | 0.01% | 3,944 | -164 | -4.0% | -$1.20万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $29.12万 | 0.01% | 10,750 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $29.15万 | 0.01% | 428 | -118 | -21.6% | -$8.04万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $29.24万 | 0.01% | 6,127 | -1,400 | -18.6% | -$6.68万 | 减仓 |