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 |
|---|---|---|---|---|---|---|---|---|
| GBIL | GOLDMAN SACHS ETF TR | $38.59万 | 0.01% | 3,852 | 3,852 | — | $38.59万 | 新建仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $38.61万 | 0.01% | 8,244 | 2,291 | 38.5% | $10.73万 | 加仓 |
| UNM | UNUM GROUP | $38.88万 | 0.01% | 5,324 | 5,324 | — | $38.88万 | 新建仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $39.34万 | 0.01% | 17,490 | -1,301 | -6.9% | -$2.93万 | 减仓 |
| NVO | NOVO-NORDISK A S | $39.34万 | 0.01% | 10,704 | 5,346 | 99.8% | $19.65万 | 加仓 |
| DMXF | ISHARES TR | $39.53万 | 0.01% | 5,240 | 1,491 | 39.8% | $11.25万 | 加仓 |
| WDAY | WORKDAY INC | $39.89万 | 0.01% | 3,070 | -991 | -24.4% | -$12.88万 | 减仓 |
| IYM | ISHARES TR | $40.31万 | 0.01% | 2,291 | 238 | 11.6% | $4.19万 | 加仓 |
| FTI | TECHNIPFMC PLC | $40.33万 | 0.01% | 5,834 | 5,834 | — | $40.33万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $40.50万 | 0.01% | 4,005 | 4,005 | — | $40.50万 | 新建仓 |
| D | DOMINION ENERGY INC | $40.52万 | 0.01% | 6,554 | -237 | -3.5% | -$1.47万 | 减仓 |
| TPHD | TIMOTHY PLAN | $40.94万 | 0.01% | 9,898 | -622 | -5.9% | -$2.57万 | 重新持有 |
| IQLT | ISHARES TR | $41.01万 | 0.01% | 8,872 | 1,134 | 14.7% | $5.24万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $41.07万 | 0.01% | 11,420 | -26 | -0.2% | -$935 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $41.70万 | 0.01% | 8,672 | -458 | -5.0% | -$2.20万 | 减仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $41.82万 | 0.01% | 7,399 | 368 | 5.2% | $2.08万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $42.39万 | 0.01% | 2,609 | 544 | 26.3% | $8.84万 | 加仓 |
| LIN | LINDE PLC | $42.60万 | 0.01% | 859 | 335 | 63.9% | $16.61万 | 加仓 |
| EQNR | EQUINOR ASA | $42.77万 | 0.01% | 10,135 | 10,135 | — | $42.77万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $42.86万 | 0.01% | 15,892 | 0 | 0.0% | — | 不变 |
| BDEC | INNOVATOR ETFS TRUST | $42.98万 | 0.01% | 8,955 | -4,669 | -34.3% | -$22.41万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $42.99万 | 0.01% | 10,313 | -11,868 | -53.5% | -$49.48万 | 减仓 |
| — | GLOBAL X FDS | $43.11万 | 0.01% | 14,125 | 7,113 | 101.4% | $21.71万 | 加仓 |
| EMR | EMERSON ELEC CO | $43.11万 | 0.01% | 3,290 | 107 | 3.4% | $1.40万 | 加仓 |
| DHR | DANAHER CORPORATION | $43.11万 | 0.01% | 2,274 | 257 | 12.7% | $4.87万 | 加仓 |
| PRFD | PIMCO ETF TR | $43.25万 | 0.01% | 8,535 | 8,535 | — | $43.25万 | 新建仓 |
| REM | ISHARES TR | $43.48万 | 0.01% | 20,250 | 908 | 4.7% | $1.95万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $43.61万 | 0.01% | 3,329 | 1,035 | 45.1% | $13.56万 | 加仓 |
| DAL | DELTA AIR LINES INC DEL | $43.94万 | 0.01% | 6,610 | 2,481 | 60.1% | $16.49万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $44.07万 | 0.01% | 1,228 | 45 | 3.8% | $1.62万 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $44.16万 | 0.01% | 16,441 | 399 | 2.5% | $1.07万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $44.20万 | 0.01% | 629 | -1,189 | -65.4% | -$83.56万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $44.46万 | 0.01% | 15,289 | 242 | 1.6% | $7,038 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $44.52万 | 0.01% | 9,915 | -11,684 | -54.1% | -$52.47万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $44.75万 | 0.01% | 10,685 | 3,041 | 39.8% | $12.74万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $44.79万 | 0.01% | 28,205 | -14,815 | -34.4% | -$23.53万 | 减仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $44.79万 | 0.01% | 7,637 | 7,637 | — | $44.79万 | 新建仓 |
| ROL | ROLLINS INC | $44.84万 | 0.01% | 8,396 | 8,396 | — | $44.84万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $44.93万 | 0.01% | 11,299 | -14,927 | -56.9% | -$59.36万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $45.02万 | 0.01% | 34,284 | 16,174 | 89.3% | $21.24万 | 加仓 |
| CI | THE CIGNA GROUP | $45.08万 | 0.01% | 1,690 | 42 | 2.5% | $1.12万 | 加仓 |
| IYH | ISHARES TR | $45.11万 | 0.01% | 7,319 | -3,868 | -34.6% | -$23.84万 | 减仓 |
| SNY | SANOFI SA | $45.16万 | 0.01% | 9,374 | 504 | 5.7% | $2.43万 | 加仓 |
| FLRG | FIDELITY COVINGTON TRUST | $45.31万 | 0.01% | 12,317 | -894 | -6.8% | -$3.29万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $45.31万 | 0.01% | 8,497 | 241 | 2.9% | $1.29万 | 加仓 |
| TGT | TARGET CORP | $45.69万 | 0.01% | 3,770 | -928 | -19.8% | -$11.25万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $45.75万 | 0.01% | 21,633 | 1,130 | 5.5% | $2.39万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $46.02万 | 0.01% | 6,351 | 2,030 | 47.0% | $14.71万 | 加仓 |
| NNI | NELNET INC | $46.03万 | 0.01% | 3,569 | -535 | -13.0% | -$6.90万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $46.04万 | 0.01% | 2,283 | -303 | -11.7% | -$6.11万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $46.07万 | 0.01% | 35,631 | 131 | 0.4% | $1,694 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $46.07万 | 0.01% | 16,926 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $46.08万 | 0.01% | 20,830 | -30,010 | -59.0% | -$66.38万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $46.21万 | 0.01% | 6,471 | -695 | -9.7% | -$4.96万 | 减仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $46.22万 | 0.01% | 2,376 | 0 | 0.0% | — | 不变 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $46.35万 | 0.01% | 8,778 | -272 | -3.0% | -$1.44万 | 减仓 |
| ROKU | ROKU INC | $46.69万 | 0.01% | 4,934 | 195 | 4.1% | $1.85万 | 加仓 |
| DEM | WISDOMTREE TR | $46.78万 | 0.01% | 9,415 | 5,038 | 115.1% | $25.03万 | 加仓 |
| PPL | PPL CORP | $46.86万 | 0.01% | 12,268 | -565 | -4.4% | -$2.16万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $46.91万 | 0.01% | 7,476 | -11,798 | -61.2% | -$74.03万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $47.32万 | 0.01% | 17,692 | -1,334 | -7.0% | -$3.57万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $47.61万 | 0.01% | 27,649 | -2,416 | -8.0% | -$4.16万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $47.69万 | 0.01% | 18,718 | 2,039 | 12.2% | $5.20万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $47.71万 | 0.01% | 14,932 | 14,932 | — | $47.71万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $47.85万 | 0.01% | 6,747 | 142 | 2.1% | $1.01万 | 加仓 |
| IUSG | ISHARES TR | $47.97万 | 0.01% | 3,092 | 1,873 | 153.7% | $29.06万 | 加仓 |
| VDE | VANGUARD WORLD FD | $48.45万 | 0.01% | 2,800 | -203 | -6.8% | -$3.51万 | 减仓 |
| LRGF | ISHARES TR | $48.56万 | 0.01% | 7,358 | -207 | -2.7% | -$1.37万 | 减仓 |
| APD | AIR PRODS & CHEMS INC | $48.88万 | 0.01% | 1,683 | -9 | -0.5% | -$2,614 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $48.96万 | 0.01% | 12,146 | -3,780 | -23.7% | -$15.24万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $49.07万 | 0.01% | 1,676 | -71 | -4.1% | -$2.08万 | 减仓 |
| FXY | INVESCO CURRENCYSHARES JAPAN | $49.25万 | 0.01% | 8,509 | 604 | 7.6% | $3.50万 | 加仓 |
| ONON | ON HLDG AG | $49.42万 | 0.01% | 14,528 | 1,336 | 10.1% | $4.55万 | 加仓 |
| NKE | NIKE INC | $49.49万 | 0.01% | 9,369 | -6,762 | -41.9% | -$35.72万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $49.50万 | 0.01% | 48,059 | 218 | 0.5% | $2,245 | 加仓 |
| HAL | HALLIBURTON CO | $49.58万 | 0.01% | 12,715 | 12,715 | — | $49.58万 | 新建仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $49.62万 | 0.01% | 20,496 | 4,182 | 25.6% | $10.12万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $49.66万 | 0.01% | 1,633 | -198 | -10.8% | -$6.02万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $49.67万 | 0.01% | 2,520 | 0 | 0.0% | — | 不变 |
| UNG | UNITED STS NAT GAS FD LP | $50.05万 | 0.01% | 42,665 | -6,875 | -13.9% | -$8.06万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $50.29万 | 0.01% | 3,449 | 199 | 6.1% | $2.90万 | 加仓 |
| CCL | CARNIVAL CORP | $50.50万 | 0.01% | 19,513 | -842 | -4.1% | -$2.18万 | 减仓 |
| TFC | TRUIST FINL CORP | $50.78万 | 0.01% | 11,046 | -2,856 | -20.5% | -$13.13万 | 减仓 |
| IWS | ISHARES TR | $50.84万 | 0.01% | 3,489 | 338 | 10.7% | $4.93万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $50.92万 | 0.01% | 659 | -123 | -15.7% | -$9.50万 | 减仓 |
| BFEB | INNOVATOR ETFS TRUST | $50.94万 | 0.01% | 10,678 | 2,587 | 32.0% | $12.34万 | 加仓 |
| SNDK | SANDISK CORP | $51.53万 | 0.01% | 811 | 811 | — | $51.53万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $51.58万 | 0.01% | 8,550 | -310 | -3.5% | -$1.87万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $51.65万 | 0.01% | 10,131 | -121 | -1.2% | -$6,169 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $51.76万 | 0.01% | 4,126 | 1,399 | 51.3% | $17.55万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $51.86万 | 0.01% | 36,316 | 23,417 | 181.5% | $33.44万 | 加仓 |
| — | CSG SYS INTL INC | $51.88万 | 0.01% | 6,490 | -79 | -1.2% | -$6,316 | 减仓 |
| NB | NIOCORP DEVS LTD | $51.97万 | 0.01% | 116,521 | 12,885 | 12.4% | $5.75万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $52.02万 | 0.01% | 7,156 | 2,596 | 56.9% | $18.87万 | 加仓 |
| BE | BLOOM ENERGY CORP | $52.22万 | 0.01% | 3,854 | -61 | -1.6% | -$8,265 | 减仓 |
| QLD | PROSHARES TR | $52.46万 | 0.01% | 8,601 | 2 | 0.0% | $122 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $52.64万 | 0.01% | 23,512 | 2,247 | 10.6% | $5.03万 | 加仓 |
| SNPS | SYNOPSYS INC | $52.77万 | 0.01% | 1,331 | 41 | 3.2% | $1.63万 | 加仓 |
| FSUN | FIRSTSUN CAP BANCORP | $52.82万 | 0.01% | 14,486 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $52.88万 | 0.01% | 9,912 | -440 | -4.3% | -$2.35万 | 减仓 |