CreativeOne Wealth, LLC
OVERLAND PARK KS · SEC CIK 0001739728
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| H | HYATT HOTELS CORP | $23.67万 | 0.01% | 1,221 | 1,221 | — | $23.67万 | 新建仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $23.67万 | 0.01% | 1,853 | -139 | -7.0% | -$1.78万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $23.68万 | 0.01% | 12,746 | 913 | 7.7% | $1.70万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.89万 | 0.01% | 7,269 | -3,888 | -34.8% | -$12.78万 | 重新持有 |
| TSCO | TRACTOR SUPPLY CO | $23.90万 | 0.01% | 7,561 | 7,561 | — | $23.90万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $23.91万 | 0.01% | 2,191 | -23 | -1.0% | -$2,509 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $23.97万 | 0.01% | 6,682 | 700 | 11.7% | $2.51万 | 加仓 |
| DOW | DOW HLDGS INC | $24.00万 | 0.01% | 8,770 | 127 | 1.5% | $3,475 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $24.00万 | 0.01% | 10,258 | 10,258 | — | $24.00万 | 新建仓 |
| MTRN | MATERION CORP | $24.12万 | 0.01% | 811 | -1,649 | -67.0% | -$49.04万 | 减仓 |
| — | WISDOMTREE TR | $24.20万 | 0.01% | 8,900 | -2,000 | -18.3% | -$5.44万 | 减仓 |
| GME | GAMESTOP CORP | $24.22万 | 0.01% | 10,969 | 42 | 0.4% | $927 | 加仓 |
| TWLO | TWILIO INC | $24.22万 | 0.01% | 1,174 | -544 | -31.7% | -$11.22万 | 重新持有 |
| IVLU | ISHARES TR | $24.25万 | 0.01% | 5,798 | -1,801 | -23.7% | -$7.53万 | 减仓 |
| — | ISHARES TR | $24.29万 | 0.01% | 3,100 | 3,100 | — | $24.29万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $24.42万 | 0.01% | 3,506 | 3,506 | — | $24.42万 | 新建仓 |
| KIE | SPDR SERIES TRUST | $24.42万 | 0.01% | 4,004 | -487 | -10.8% | -$2.97万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $24.45万 | 0.01% | 4,842 | -318 | -6.2% | -$1.61万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $24.46万 | 0.01% | 1,498 | 1,498 | — | $24.46万 | 新建仓 |
| PCG | PG&E CORP | $24.50万 | 0.01% | 14,566 | -91 | -0.6% | -$1,531 | 减仓 |
| CW | CURTISS WRIGHT CORP | $24.63万 | 0.01% | 325 | -103 | -24.1% | -$7.81万 | 减仓 |
| TER | TERADYNE INC | $24.63万 | 0.01% | 509 | 509 | — | $24.63万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $24.64万 | 0.01% | 3,395 | 120 | 3.7% | $8,708 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $24.65万 | 0.01% | 6,127 | 0 | 0.0% | — | 不变 |
| IBD | NORTHERN LTS FD TR IV | $24.67万 | 0.01% | 10,377 | -565,489 | -98.2% | -$1,344.15万 | 减仓 |
| AMDL | GRANITESHARES ETF TR | $24.89万 | 0.01% | 3,008 | 3,008 | — | $24.89万 | 新建仓 |
| UL | UNILEVER PLC | $24.92万 | 0.01% | 4,145 | 4,145 | — | $24.92万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $24.94万 | 0.01% | 7,932 | -3,285 | -29.3% | -$10.33万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $25.06万 | 0.01% | 4,058 | 458 | 12.7% | $2.83万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $25.06万 | 0.01% | 25,550 | -700 | -2.7% | -$6,867 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $25.07万 | 0.01% | 2,652 | -612 | -18.8% | -$5.79万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $25.08万 | 0.01% | 4,885 | 81 | 1.7% | $4,159 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $25.10万 | 0.01% | 2,878 | -573 | -16.6% | -$5.00万 | 减仓 |
| RISR | TIDAL TRUST I | $25.25万 | 0.01% | 6,975 | 6,975 | — | $25.25万 | 新建仓 |
| TTE | TOTALENERGIES SE | $25.68万 | 0.01% | 3,302 | 3,302 | — | $25.68万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $25.74万 | 0.01% | 1,814 | -85 | -4.5% | -$1.21万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $25.82万 | 0.01% | 9,742 | -214,212 | -95.6% | -$567.69万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $25.90万 | 0.01% | 3,696 | -922 | -20.0% | -$6.46万 | 减仓 |
| BN | BROOKFIELD CORP | $25.91万 | 0.01% | 6,084 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $25.91万 | 0.01% | 12,311 | -52,324 | -81.0% | -$110.14万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.97万 | 0.01% | 9,692 | 9,692 | — | $25.97万 | 新建仓 |
| FELV | FIDELITY COVINGTON TRUST | $26.11万 | 0.01% | 6,514 | 300 | 4.8% | $1.20万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $26.15万 | 0.01% | 11,300 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $26.20万 | 0.01% | 8,344 | -1,791 | -17.7% | -$5.62万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $26.24万 | 0.01% | 11,193 | 1,010 | 9.9% | $2.37万 | 加仓 |
| ATLC | ATLANTICUS HOLDINGS CORP | $26.26万 | 0.01% | 2,568 | 2,568 | — | $26.26万 | 新建仓 |
| IMCG | ISHARES TR | $26.28万 | 0.01% | 2,673 | -151 | -5.3% | -$1.48万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $26.28万 | 0.01% | 5,573 | -1,024 | -15.5% | -$4.83万 | 减仓 |
| SPEU | SPDR INDEX SHS FDS | $26.32万 | 0.01% | 4,796 | -688 | -12.5% | -$3.78万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $26.43万 | 0.01% | 5,638 | -2,606 | -31.6% | -$12.22万 | 减仓 |
| NOK | NOKIA CORP | $26.45万 | 0.01% | 19,918 | 5,243 | 35.7% | $6.96万 | 加仓 |
| SITM | SITIME CORP | $26.47万 | 0.01% | 355 | 355 | — | $26.47万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $26.66万 | 0.01% | 7,560 | 0 | 0.0% | — | 不变 |
| AVSC | AMERICAN CENTY ETF TR | $26.67万 | 0.01% | 3,636 | -1,111 | -23.4% | -$8.15万 | 减仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $26.74万 | 0.01% | 3,771 | -128 | -3.3% | -$9,078 | 减仓 |
| DGRW | WISDOMTREE TR | $26.75万 | 0.01% | 2,798 | -269 | -8.8% | -$2.57万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $26.78万 | 0.01% | 812 | -21 | -2.5% | -$6,926 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.92万 | 0.01% | 9,768 | -200 | -2.0% | -$5,512 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $26.94万 | 0.01% | 46,210 | 3,913 | 9.3% | $2.28万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $26.96万 | 0.01% | 1,718 | -872 | -33.7% | -$13.68万 | 重新持有 |
| — | FLAHERTY & CRUMRINE PFD INCO | $26.98万 | 0.01% | 23,199 | 6,099 | 35.7% | $7.09万 | 加仓 |
| NTRS | NORTHERN TR CORP | $27.01万 | 0.01% | 1,554 | -281 | -15.3% | -$4.88万 | 减仓 |
| B | BARRICK MNG CORP | $27.05万 | 0.01% | 7,365 | 131 | 1.8% | $4,811 | 加仓 |
| EBND | SPDR SERIES TRUST | $27.10万 | 0.01% | 12,954 | -5,543 | -30.0% | -$11.60万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $27.11万 | 0.01% | 7,975 | -983 | -11.0% | -$3.34万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $27.14万 | 0.01% | 1,441 | 13 | 0.9% | $2,448 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $27.15万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| DMBS | DOUBLELINE ETF TRUST | $27.41万 | 0.01% | 5,585 | 5,585 | — | $27.41万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $27.52万 | 0.01% | 5,395 | -4,736 | -46.7% | -$24.15万 | 减仓 |
| WPC | WP CAREY INC | $27.59万 | 0.01% | 3,859 | 578 | 17.6% | $4.13万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $27.71万 | 0.01% | 6,773 | 27 | 0.4% | $1,105 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $27.72万 | 0.01% | 2,025 | -584 | -22.4% | -$8.00万 | 减仓 |
| CNEQ | THE ALGER ETF TRUST | $27.75万 | 0.01% | 6,725 | 6,725 | — | $27.75万 | 新建仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $27.80万 | 0.01% | 13,332 | 1,032 | 8.4% | $2.15万 | 加仓 |
| BRO | BROWN & BROWN INC | $27.91万 | 0.01% | 4,351 | 28 | 0.6% | $1,796 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $28.01万 | 0.01% | 1,058 | -18 | -1.7% | -$4,765 | 减仓 |
| DY | DYCOM INDS INC | $28.01万 | 0.01% | 554 | 554 | — | $28.01万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $28.01万 | 0.01% | 1,921 | 99 | 5.4% | $1.44万 | 加仓 |
| ITM | VANECK ETF TRUST | $28.02万 | 0.01% | 5,963 | 5,963 | — | $28.02万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $28.04万 | 0.01% | 1,797 | -606 | -25.2% | -$9.45万 | 减仓 |
| POWL | POWELL INDS INC | $28.13万 | 0.01% | 982 | 982 | — | $28.13万 | 新建仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $28.16万 | 0.01% | 7,907 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $28.17万 | 0.01% | 12,725 | 9 | 0.1% | $199 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $28.20万 | 0.01% | 6,136 | 5 | 0.1% | $230 | 加仓 |
| LEN | LENNAR CORP | $28.30万 | 0.01% | 3,127 | 692 | 28.4% | $6.26万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $28.30万 | 0.01% | 12,958 | -4,532 | -25.9% | -$9.90万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $28.41万 | 0.01% | 2,149 | 434 | 25.3% | $5.74万 | 重新持有 |
| DFGR | DIMENSIONAL ETF TRUST | $28.43万 | 0.01% | 9,813 | 1,560 | 18.9% | $4.52万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $28.45万 | 0.01% | 6,665 | -811 | -10.8% | -$3.46万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $28.54万 | 0.01% | 359 | -1,452 | -80.2% | -$115.42万 | 减仓 |
| EWW | ISHARES INC | $28.57万 | 0.01% | 3,795 | 3,795 | — | $28.57万 | 新建仓 |
| BLOK | AMPLIFY ETF TR | $28.60万 | 0.01% | 4,566 | -1,801 | -28.3% | -$11.28万 | 减仓 |
| VIS | VANGUARD WORLD FD | $28.66万 | 0.01% | 795 | -60 | -7.0% | -$2.16万 | 减仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $28.75万 | 0.01% | 9,267 | 177 | 1.9% | $5,491 | 加仓 |
| IUSG | ISHARES TR | $28.79万 | 0.01% | 1,531 | -1,561 | -50.5% | -$29.36万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $28.88万 | 0.01% | 3,853 | 515 | 15.4% | $3.86万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $28.95万 | 0.01% | 8,863 | 925 | 11.7% | $3.02万 | 加仓 |
| CRK | COMSTOCK RES INC | $28.95万 | 0.01% | 19,406 | 4,975 | 34.5% | $7.42万 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $29.00万 | 0.01% | 10,750 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $29.05万 | 0.01% | 8,558 | -4,157 | -32.7% | -$14.11万 | 减仓 |