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 |
|---|---|---|---|---|---|---|---|---|
| IEV | ISHARES TR | $29.32万 | 0.01% | 4,315 | -646 | -13.0% | -$4.39万 | 减仓 |
| SHEL | SHELL PLC | $29.50万 | 0.01% | 3,172 | -4,348 | -57.8% | -$40.43万 | 减仓 |
| B | BARRICK MNG CORP | $29.51万 | 0.01% | 7,234 | 20 | 0.3% | $816 | 加仓 |
| BUSE | FIRST BUSEY CORP | $29.52万 | 0.01% | 11,681 | 0 | 0.0% | — | 不变 |
| AVSC | AMERICAN CENTY ETF TR | $29.57万 | 0.01% | 4,747 | -234 | -4.7% | -$1.46万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $29.78万 | 0.01% | 10,392 | 10,392 | — | $29.78万 | 新建仓 |
| CAIE | CALAMOS ETF TR | $29.96万 | 0.01% | 11,918 | 11,918 | — | $29.96万 | 新建仓 |
| DTE | DTE ENERGY CO | $30.12万 | 0.01% | 2,060 | 105 | 5.4% | $1.54万 | 加仓 |
| IVLU | ISHARES TR | $30.15万 | 0.01% | 7,599 | 81 | 1.1% | $3,214 | 加仓 |
| IUSV | ISHARES TR | $30.32万 | 0.01% | 2,965 | 652 | 28.2% | $6.67万 | 加仓 |
| CRK | COMSTOCK RES INC | $30.42万 | 0.01% | 14,431 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO NEW | $30.43万 | 0.01% | 2,403 | 364 | 17.9% | $4.61万 | 加仓 |
| — | CAPITOL SER TR | $30.52万 | 0.01% | 12,165 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATIONAL FINANCIAL | $30.59万 | 0.01% | 6,597 | -2,730 | -29.3% | -$12.66万 | 减仓 |
| SPYI | NEOS ETF TRUST | $30.87万 | 0.01% | 6,253 | 714 | 12.9% | $3.53万 | 加仓 |
| SUB | ISHARES TR | $30.95万 | 0.01% | 2,906 | 1 | 0.0% | $106 | 加仓 |
| KRE | SPDR SERIES TRUST | $31.11万 | 0.01% | 4,774 | -373 | -7.2% | -$2.43万 | 减仓 |
| GDE | WISDOMTREE TR | $31.17万 | 0.01% | 4,955 | 4,955 | — | $31.17万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $31.25万 | 0.01% | 11,217 | -2,313 | -17.1% | -$6.44万 | 减仓 |
| AME | AMETEK INC | $31.32万 | 0.01% | 1,461 | 12 | 0.8% | $2,572 | 加仓 |
| EFIV | SPDR SERIES TRUST | $31.37万 | 0.01% | 4,973 | -703 | -12.4% | -$4.43万 | 减仓 |
| IWX | ISHARES TR | $31.46万 | 0.01% | 3,395 | -119 | -3.4% | -$1.10万 | 减仓 |
| ABNB | AIRBNB INC | $31.47万 | 0.01% | 2,492 | 149 | 6.4% | $1.88万 | 加仓 |
| NI | NISOURCE INC | $31.53万 | 0.01% | 6,758 | 230 | 3.5% | $1.07万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $31.63万 | 0.01% | 5,274 | 425 | 8.8% | $2.55万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $31.71万 | 0.01% | 6,367 | 146 | 2.3% | $7,272 | 加仓 |
| PGR | PROGRESSIVE CORP | $31.97万 | 0.01% | 1,613 | -155 | -8.8% | -$3.07万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $32.02万 | 0.01% | 11,436 | -100 | -0.9% | -$2,800 | 减仓 |
| BDX | BECTON DICKINSON & CO | $32.07万 | 0.01% | 2,040 | -528 | -20.6% | -$8.30万 | 减仓 |
| SUSL | ISHARES TR | $32.12万 | 0.01% | 2,828 | -38 | -1.3% | -$4,316 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $32.15万 | 0.01% | 5,577 | -2,602 | -31.8% | -$15.00万 | 减仓 |
| DBAW | DBX ETF TR | $32.37万 | 0.01% | 7,582 | 0 | 0.0% | — | 不变 |
| BNOV | INNOVATOR ETFS TRUST | $32.47万 | 0.01% | 7,547 | -433 | -5.4% | -$1.86万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $32.50万 | 0.01% | 12,074 | -36,084 | -74.9% | -$97.12万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $32.52万 | 0.01% | 5,033 | -12 | -0.2% | -$775 | 减仓 |
| NGL | NGL ENERGY PARTNERS LP | $32.75万 | 0.01% | 26,559 | 3,472 | 15.0% | $4.28万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $32.87万 | 0.01% | 1,844 | -1,081 | -37.0% | -$19.27万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $32.94万 | 0.01% | 14,465 | 3,734 | 34.8% | $8.50万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $32.95万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $32.98万 | 0.01% | 1,889 | -200 | -9.6% | -$3.49万 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $33.00万 | 0.01% | 7,353 | -392 | -5.1% | -$1.76万 | 减仓 |
| ES | EVERSOURCE ENERGY | $33.09万 | 0.01% | 4,776 | 587 | 14.0% | $4.07万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $33.10万 | 0.01% | 1,528 | 121 | 8.6% | $2.62万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $33.24万 | 0.01% | 11,435 | -470 | -3.9% | -$1.37万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $33.28万 | 0.01% | 4,803 | -9,907 | -67.3% | -$68.66万 | 减仓 |
| BJUN | INNOVATOR ETFS TRUST | $33.37万 | 0.01% | 7,214 | -388 | -5.1% | -$1.79万 | 减仓 |
| — | GLOBAL X FDS | $33.59万 | 0.01% | 13,053 | -12,386 | -48.7% | -$31.87万 | 减仓 |
| — | WISDOMTREE TR | $33.72万 | 0.01% | 10,900 | 10,900 | — | $33.72万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $33.95万 | 0.01% | 6,832 | 994 | 17.0% | $4.94万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $33.95万 | 0.01% | 10,749 | -14 | -0.1% | -$442 | 减仓 |
| VTR | VENTAS INC | $33.96万 | 0.01% | 4,153 | 310 | 8.1% | $2.54万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $33.96万 | 0.01% | 3,451 | 142 | 4.3% | $1.40万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $34.10万 | 0.01% | 11,309 | -186 | -1.6% | -$5,608 | 减仓 |
| KKR | KKR & CO INC | $34.33万 | 0.01% | 3,712 | 1,607 | 76.3% | $14.86万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $34.56万 | 0.01% | 7,999 | -140 | -1.7% | -$6,048 | 减仓 |
| — | INNOVATOR ETFS TRUST | $34.56万 | 0.01% | 8,829 | -43 | -0.5% | -$1,683 | 减仓 |
| AFL | AFLAC INC | $34.58万 | 0.01% | 3,152 | -164 | -4.9% | -$1.80万 | 减仓 |
| — | HASHDEX NASDAQ CRYPTO INDEX | $34.61万 | 0.01% | 20,085 | 20,085 | — | $34.61万 | 新建仓 |
| ARKQ | ARK ETF TR | $34.79万 | 0.01% | 3,094 | 3,094 | — | $34.79万 | 新建仓 |
| BAPR | INNOVATOR ETFS TRUST | $34.85万 | 0.01% | 7,116 | 24 | 0.3% | $1,176 | 加仓 |
| XES | SPDR SERIES TRUST | $34.94万 | 0.01% | 3,003 | 3,003 | — | $34.94万 | 新建仓 |
| ALAB | ASTERA LABS INC | $35.00万 | 0.01% | 3,193 | 880 | 38.0% | $9.64万 | 加仓 |
| VFC | V F CORP | $35.08万 | 0.01% | 20,647 | 2,464 | 13.6% | $4.19万 | 加仓 |
| BALL | BALL CORP | $35.32万 | 0.01% | 5,976 | 5,976 | — | $35.32万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $35.43万 | 0.01% | 7,512 | -141 | -1.8% | -$6,650 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $35.56万 | 0.01% | 4,394 | -804 | -15.5% | -$6.51万 | 减仓 |
| MTRN | MATERION CORP | $35.58万 | 0.01% | 2,460 | 2,460 | — | $35.58万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $35.61万 | 0.01% | 1,335 | -74 | -5.3% | -$1.97万 | 减仓 |
| CCJ | CAMECO CORP | $35.77万 | 0.01% | 3,293 | 89 | 2.8% | $9,667 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $35.82万 | 0.01% | 6,567 | -10,858 | -62.3% | -$59.23万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $35.91万 | 0.01% | 6,501 | 658 | 11.3% | $3.64万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $35.94万 | 0.01% | 1,252 | -623 | -33.2% | -$17.88万 | 减仓 |
| CB | CHUBB LIMITED | $35.95万 | 0.01% | 1,103 | 124 | 12.7% | $4.04万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $35.97万 | 0.01% | 14,330 | -290 | -2.0% | -$7,279 | 减仓 |
| DOW | DOW INC | $36.00万 | 0.01% | 8,643 | -126,050 | -93.6% | -$525.03万 | 减仓 |
| ACWX | ISHARES TR | $36.23万 | 0.01% | 5,291 | 5,291 | — | $36.23万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $36.25万 | 0.01% | 4,403 | -269 | -5.8% | -$2.21万 | 减仓 |
| EWY | ISHARES INC | $36.30万 | 0.01% | 2,951 | 2,951 | — | $36.30万 | 新建仓 |
| BOCT | INNOVATOR ETFS TRUST | $36.58万 | 0.01% | 7,622 | -50 | -0.7% | -$2,399 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $36.83万 | 0.01% | 34,288 | -3,550 | -9.4% | -$3.81万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $36.83万 | 0.01% | 33,849 | -1,384 | -3.9% | -$1.51万 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $36.94万 | 0.01% | 7,037 | 331 | 4.9% | $1.74万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $37.07万 | 0.01% | 14,318 | 4,785 | 50.2% | $12.39万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $37.12万 | 0.01% | 13,456 | 4,976 | 58.7% | $13.73万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $37.36万 | 0.01% | 2,913 | 2,913 | — | $37.36万 | 新建仓 |
| EXC | EXELON CORP | $37.57万 | 0.01% | 7,664 | -15 | -0.2% | -$735 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $37.71万 | 0.01% | 2,896 | 0 | 0.0% | — | 不变 |
| CARY | ANGEL OAK FUNDS TRUST | $37.72万 | 0.01% | 18,160 | -140 | -0.8% | -$2,908 | 减仓 |
| GSK | GSK PLC | $37.74万 | 0.01% | 6,838 | -382 | -5.3% | -$2.11万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $37.77万 | 0.01% | 3,936 | 107 | 2.8% | $1.03万 | 加仓 |
| — | UBS AG LONDON BRANCH | $37.78万 | 0.01% | 25,070 | 1,518 | 6.4% | $2.29万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $37.89万 | 0.01% | 3,791 | 1,142 | 43.1% | $11.41万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $37.96万 | 0.01% | 9,881 | 2,170 | 28.1% | $8.34万 | 加仓 |
| UPRO | PROSHARES TR | $38.10万 | 0.01% | 3,929 | 275 | 7.5% | $2.67万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $38.14万 | 0.01% | 9,795 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $38.17万 | 0.01% | 8,378 | -92 | -1.1% | -$4,192 | 减仓 |
| EBND | SPDR SERIES TRUST | $38.18万 | 0.01% | 18,497 | 2,197 | 13.5% | $4.53万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $38.21万 | 0.01% | 6,786 | -20,618 | -75.2% | -$116.10万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $38.21万 | 0.01% | 14,916 | 7,061 | 89.9% | $18.09万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $38.49万 | 0.01% | 30,691 | -1,356 | -4.2% | -$1.70万 | 减仓 |