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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC | $37.50万 | 0.01% | 9,134 | -235 | -2.5% | -$9,647 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $37.64万 | 0.01% | 9,216 | -1,189 | -11.4% | -$4.86万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $37.65万 | 0.01% | 7,474 | 536 | 7.7% | $2.70万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $37.66万 | 0.01% | 13,349 | -107 | -0.8% | -$3,019 | 减仓 |
| — | INNOVATOR ETFS TRUST | $37.68万 | 0.01% | 14,340 | -19,921 | -58.1% | -$52.35万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $37.80万 | 0.01% | 2,696 | -200 | -6.9% | -$2.80万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $38.02万 | 0.01% | 828 | -663 | -44.5% | -$30.44万 | 减仓 |
| D | DOMINION ENERGY INC | $38.05万 | 0.01% | 5,572 | -982 | -15.0% | -$6.71万 | 减仓 |
| ROL | ROLLINS INC | $38.07万 | 0.01% | 9,121 | 725 | 8.6% | $3.03万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $38.33万 | 0.01% | 13,505 | 13,505 | — | $38.33万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $38.54万 | 0.01% | 6,294 | -273 | -4.2% | -$1.67万 | 减仓 |
| IBTI | ISHARES TR | $38.54万 | 0.01% | 17,409 | -54,579 | -75.8% | -$120.84万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $38.57万 | 0.01% | 8,509 | -3,662 | -30.1% | -$16.60万 | 减仓 |
| NVO | NOVO-NORDISK A S | $38.59万 | 0.01% | 8,049 | -2,655 | -24.8% | -$12.73万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $38.77万 | 0.01% | 4,333 | -70 | -1.6% | -$6,264 | 减仓 |
| EUFN | ISHARES TR | $39.16万 | 0.01% | 10,045 | 10,045 | — | $39.16万 | 新建仓 |
| ABNB | AIRBNB INC | $39.18万 | 0.01% | 2,738 | 246 | 9.9% | $3.52万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $39.25万 | 0.01% | 1,402 | 67 | 5.0% | $1.88万 | 加仓 |
| KRE | SPDR SERIES TRUST | $39.32万 | 0.01% | 5,253 | 479 | 10.0% | $3.59万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $39.46万 | 0.01% | 7,442 | -180 | -2.4% | -$9,544 | 减仓 |
| — | SPDR SERIES TRUST | $39.79万 | 0.01% | 3,012 | 3,012 | — | $39.79万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $39.83万 | 0.01% | 1,266 | 14 | 1.1% | $4,405 | 加仓 |
| EXC | EXELON CORP | $39.88万 | 0.01% | 8,554 | 890 | 11.6% | $4.15万 | 加仓 |
| IUSV | ISHARES TR | $39.98万 | 0.01% | 3,630 | 665 | 22.4% | $7.32万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $40.01万 | 0.01% | 5,455 | -1,331 | -19.6% | -$9.76万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $40.18万 | 0.01% | 8,804 | -21,410 | -70.9% | -$97.72万 | 减仓 |
| LIN | LINDE PLC | $40.39万 | 0.01% | 778 | -81 | -9.4% | -$4.21万 | 减仓 |
| IYT | ISHARES TR | $40.43万 | 0.01% | 4,660 | 1,300 | 38.7% | $11.28万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $40.47万 | 0.01% | 13,797 | -668 | -4.6% | -$1.96万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $40.49万 | 0.01% | 2,080 | -659 | -24.1% | -$12.83万 | 减仓 |
| XEL | XCEL ENERGY INC | $40.51万 | 0.01% | 5,045 | -3,376 | -40.1% | -$27.11万 | 减仓 |
| TFC | TRUIST FINL CORP | $40.52万 | 0.01% | 8,133 | -2,913 | -26.4% | -$14.51万 | 减仓 |
| IYM | ISHARES TR | $40.67万 | 0.01% | 2,265 | -26 | -1.1% | -$4,669 | 减仓 |
| PDD | PDD HOLDINGS INC | $40.92万 | 0.01% | 5,365 | 5,365 | — | $40.92万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $40.93万 | 0.01% | 1,918 | 1,918 | — | $40.93万 | 新建仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $40.94万 | 0.01% | 9,795 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $40.99万 | 0.01% | 2,690 | 630 | 30.6% | $9.60万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $41.01万 | 0.01% | 3,202 | -11,168 | -77.7% | -$143.04万 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $41.01万 | 0.01% | 19,737 | 1,577 | 8.7% | $3.28万 | 加仓 |
| NGL | NGL ENERGY PARTNERS LP | $41.35万 | 0.01% | 25,957 | -602 | -2.3% | -$9,590 | 减仓 |
| DHR | DANAHER CORP DEL | $41.37万 | 0.01% | 2,172 | -102 | -4.5% | -$1.94万 | 减仓 |
| VMI | VALMONT INDS INC | $41.41万 | 0.01% | 717 | 14 | 2.0% | $8,086 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $41.53万 | 0.01% | 4,959 | 4,959 | — | $41.53万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $41.60万 | 0.01% | 14,365 | 35 | 0.2% | $1,014 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $41.66万 | 0.01% | 7,229 | 192 | 2.7% | $1.11万 | 加仓 |
| MTZ | MASTEC INC | $41.73万 | 0.01% | 1,003 | -815 | -44.8% | -$33.91万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $41.99万 | 0.01% | 20,568 | -2,944 | -12.5% | -$6.01万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $42.03万 | 0.01% | 25,657 | -1,992 | -7.2% | -$3.26万 | 减仓 |
| — | FUNDRISE INNOVATION FD LLC | $42.07万 | 0.01% | 4,867 | 4,867 | — | $42.07万 | 新建仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $42.10万 | 0.01% | 7,558 | 159 | 2.1% | $8,856 | 加仓 |
| GSK | GSK PLC | $42.23万 | 0.01% | 8,057 | 1,219 | 17.8% | $6.39万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $42.26万 | 0.01% | 10,950 | -46,363 | -80.9% | -$178.92万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $42.50万 | 0.01% | 11,395 | 11,395 | — | $42.50万 | 新建仓 |
| MOS | MOSAIC CO | $42.53万 | 0.01% | 20,072 | 20,072 | — | $42.53万 | 新建仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $42.88万 | 0.01% | 2,367 | -1,819 | -43.5% | -$32.96万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $43.06万 | 0.01% | 1,303 | -330 | -20.2% | -$10.91万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $43.62万 | 0.01% | 3,891 | -45 | -1.1% | -$5,044 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $43.86万 | 0.01% | 4,344 | 553 | 14.6% | $5.58万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $44.08万 | 0.01% | 7,185 | -1,365 | -16.0% | -$8.38万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $44.23万 | 0.01% | 8,304 | 1,188 | 16.7% | $6.33万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $44.27万 | 0.01% | 35,642 | 4,951 | 16.1% | $6.15万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $44.28万 | 0.01% | 10,913 | -507 | -4.4% | -$2.06万 | 减仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $44.37万 | 0.01% | 61,118 | 61,118 | — | $44.37万 | 新建仓 |
| IGF | ISHARES TR | $44.57万 | 0.01% | 6,692 | -1,294 | -16.2% | -$8.62万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $44.91万 | 0.01% | 9,262 | -2,666 | -22.4% | -$12.93万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $45.02万 | 0.01% | 3,078 | 165 | 5.7% | $2.41万 | 加仓 |
| REM | ISHARES TR | $45.22万 | 0.01% | 20,508 | 258 | 1.3% | $5,689 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $45.28万 | 0.01% | 12,911 | 4,745 | 58.1% | $16.64万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $45.37万 | 0.01% | 15,282 | -610 | -3.8% | -$1.81万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $45.46万 | 0.01% | 6,854 | -11,633 | -62.9% | -$77.16万 | 减仓 |
| VDE | VANGUARD WORLD FD | $45.57万 | 0.01% | 3,036 | 236 | 8.4% | $3.54万 | 加仓 |
| NNI | NELNET INC | $46.32万 | 0.01% | 3,474 | -95 | -2.7% | -$1.27万 | 减仓 |
| RONB | BARON ETF TR | $46.33万 | 0.01% | 18,986 | 18,986 | — | $46.33万 | 新建仓 |
| — | FLEXSHARES TR | $46.41万 | 0.01% | 22,507 | -271,917 | -92.4% | -$560.73万 | 减仓 |
| CI | THE CIGNA GROUP | $46.64万 | 0.01% | 1,692 | 2 | 0.1% | $551 | 加仓 |
| IWS | ISHARES TR | $46.73万 | 0.01% | 2,839 | -650 | -18.6% | -$10.70万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $46.75万 | 0.01% | 8,865 | 193 | 2.2% | $1.02万 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $46.93万 | 0.01% | 35,501 | -130 | -0.4% | -$1,719 | 减仓 |
| IONQ | IONQ INC | $46.99万 | 0.01% | 8,823 | 1,405 | 18.9% | $7.48万 | 加仓 |
| MKSI | MKS INC. | $47.24万 | 0.01% | 1,062 | 1,062 | — | $47.24万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $47.24万 | 0.01% | 2,414 | -1,783 | -42.5% | -$34.89万 | 减仓 |
| EMR | EMERSON ELEC CO | $47.39万 | 0.01% | 3,311 | 21 | 0.6% | $3,006 | 加仓 |
| PRFD | PIMCO ETF TR | $47.48万 | 0.01% | 9,247 | 712 | 8.3% | $3.66万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $47.87万 | 0.01% | 1,633 | -50 | -3.0% | -$1.47万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $47.98万 | 0.01% | 9,176 | -58,316 | -86.4% | -$304.93万 | 减仓 |
| LOW | LOWES COS INC | $48.14万 | 0.01% | 2,184 | -640 | -22.7% | -$14.11万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $48.26万 | 0.01% | 8,773 | 3,375 | 62.5% | $18.57万 | 加仓 |
| UPRO | PROSHARES TR | $48.29万 | 0.01% | 3,406 | -523 | -13.3% | -$7.42万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $48.41万 | 0.01% | 22,004 | -26,997 | -55.1% | -$59.39万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $48.47万 | 0.01% | 4,784 | 779 | 19.5% | $7.89万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $48.48万 | 0.01% | 21,535 | -26,421 | -55.1% | -$59.47万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $48.48万 | 0.01% | 1,408 | -5,589 | -79.9% | -$192.44万 | 减仓 |
| FLRG | FIDELITY COVINGTON TRUST | $48.58万 | 0.01% | 11,843 | -474 | -3.8% | -$1.94万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $48.61万 | 0.01% | 9,137 | 182 | 2.0% | $9,683 | 加仓 |
| DAL | DELTA AIR LINES INC | $48.71万 | 0.01% | 5,201 | -1,409 | -21.3% | -$13.20万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $48.77万 | 0.01% | 2,423 | 140 | 6.1% | $2.82万 | 加仓 |
| PHM | PULTE GROUP INC | $49.09万 | 0.01% | 3,578 | -10,177 | -74.0% | -$139.62万 | 减仓 |
| ETR | ENTERGY CORP NEW | $49.29万 | 0.01% | 4,291 | -734 | -14.6% | -$8.43万 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $49.31万 | 0.01% | 36,688 | 2,400 | 7.0% | $3.23万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $49.46万 | 0.01% | 22,120 | 487 | 2.3% | $1.09万 | 加仓 |