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 |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG | $52.89万 | 0.01% | 3,462 | -38 | -1.1% | -$5,805 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $53.03万 | 0.01% | 19,116 | 1,676 | 9.6% | $4.65万 | 加仓 |
| SGOL | ETFS GOLD TR | $53.24万 | 0.01% | 11,933 | -1,626 | -12.0% | -$7.26万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $53.38万 | 0.01% | 6,666 | 3,510 | 111.2% | $28.11万 | 加仓 |
| — | TIDAL TRUST I | $53.49万 | 0.01% | 25,327 | 25,327 | — | $53.49万 | 新建仓 |
| IGF | ISHARES TR | $53.51万 | 0.01% | 7,986 | 1,424 | 21.7% | $9.54万 | 加仓 |
| CVS | CVS HEALTH CORP | $53.65万 | 0.01% | 7,470 | -1,122 | -13.1% | -$8.06万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $53.78万 | 0.01% | 14,457 | -306 | -2.1% | -$1.14万 | 减仓 |
| USXF | ISHARES TR | $53.81万 | 0.01% | 9,749 | -448 | -4.4% | -$2.47万 | 减仓 |
| DIV | GLOBAL X FDS | $53.91万 | 0.01% | 28,521 | 16,775 | 142.8% | $31.71万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $54.05万 | 0.01% | 10,438 | -48,738 | -82.4% | -$252.38万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $54.09万 | 0.01% | 12,243 | -5,032 | -29.1% | -$22.23万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $54.44万 | 0.01% | 5,869 | -925 | -13.6% | -$8.58万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $54.54万 | 0.01% | 13,130 | -7,763 | -37.2% | -$32.25万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $55.07万 | 0.01% | 11,084 | -776 | -6.5% | -$3.86万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $55.20万 | 0.01% | 12,171 | -538 | -4.2% | -$2.44万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $55.25万 | 0.01% | 23,452 | -1,407 | -5.7% | -$3.31万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $55.26万 | 0.01% | 19,231 | -2,678 | -12.2% | -$7.70万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $55.33万 | 0.01% | 21,282 | 21,282 | — | $55.33万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $55.53万 | 0.01% | 22,205 | -907 | -3.9% | -$2.27万 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $55.92万 | 0.01% | 76,814 | 625 | 0.8% | $4,550 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $56.01万 | 0.01% | 2,401 | 138 | 6.1% | $3.22万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $56.01万 | 0.01% | 2,739 | 331 | 13.7% | $6.77万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $56.22万 | 0.01% | 4,856 | 167 | 3.6% | $1.93万 | 加仓 |
| NRG | NRG ENERGY INC | $56.40万 | 0.01% | 3,859 | 122 | 3.3% | $1.78万 | 加仓 |
| ETR | ENTERGY CORP NEW | $56.45万 | 0.01% | 5,025 | -108 | -2.1% | -$1.21万 | 减仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $56.70万 | 0.01% | 26,485 | 542 | 2.1% | $1.16万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $56.71万 | 0.01% | 11,928 | 344 | 3.0% | $1.64万 | 加仓 |
| IYJ | ISHARES TR | $56.91万 | 0.01% | 3,857 | 1,392 | 56.5% | $20.54万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $57.15万 | 0.01% | 10,833 | -2,165 | -16.7% | -$11.42万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $57.20万 | 0.01% | 2,223 | -176 | -7.3% | -$4.53万 | 减仓 |
| STN | STANTEC INC | $57.30万 | 0.01% | 6,632 | 6,632 | — | $57.30万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $57.43万 | 0.01% | 1,210 | 315 | 35.2% | $14.95万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $57.87万 | 0.01% | 15,590 | 15,590 | — | $57.87万 | 新建仓 |
| ICF | ISHARES TR | $58.20万 | 0.01% | 9,405 | -351 | -3.6% | -$2.17万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $58.30万 | 0.01% | 4,311 | 113 | 2.7% | $1.53万 | 加仓 |
| SPGI | S&P GLOBAL INC | $58.30万 | 0.01% | 1,370 | -254 | -15.6% | -$10.81万 | 减仓 |
| VDC | VANGUARD WORLD FD | $58.31万 | 0.01% | 2,597 | -3,080 | -54.3% | -$69.16万 | 减仓 |
| BP | BP PLC | $58.33万 | 0.01% | 12,410 | -1,218 | -8.9% | -$5.72万 | 减仓 |
| MTZ | MASTEC INC | $58.49万 | 0.01% | 1,818 | 718 | 65.3% | $23.10万 | 重新持有 |
| SMMU | PIMCO ETF TR | $58.78万 | 0.01% | 11,652 | -643 | -5.2% | -$3.24万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $58.80万 | 0.01% | 30,030 | -2,934 | -8.9% | -$5.74万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $58.83万 | 0.01% | 2,827 | -407 | -12.6% | -$8.47万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $59.13万 | 0.01% | 21,231 | 425 | 2.0% | $1.18万 | 加仓 |
| FUTU | FUTU HLDGS LTD | $59.60万 | 0.01% | 4,358 | -192 | -4.2% | -$2.63万 | 减仓 |
| SMLF | ISHARES TR | $59.71万 | 0.01% | 7,910 | 7,910 | — | $59.71万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $59.80万 | 0.01% | 5,763 | 441 | 8.3% | $4.58万 | 加仓 |
| HGER | HARBOR ETF TRUST | $59.95万 | 0.01% | 19,333 | 917 | 5.0% | $2.84万 | 加仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $60.43万 | 0.01% | 44,500 | -576 | -1.3% | -$7,822 | 减仓 |
| CTVA | CORTEVA INC | $60.73万 | 0.01% | 7,255 | -444 | -5.8% | -$3.72万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $60.87万 | 0.01% | 18,241 | 609 | 3.5% | $2.03万 | 加仓 |
| EAGG | ISHARES TR | $60.94万 | 0.01% | 12,817 | 646 | 5.3% | $3.07万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $61.23万 | 0.01% | 11,189 | -44,130 | -79.8% | -$241.48万 | 减仓 |
| — | ZACKS TRUST | $61.34万 | 0.01% | 22,753 | 4,868 | 27.2% | $13.12万 | 加仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $61.36万 | 0.01% | 22,560 | 22,560 | — | $61.36万 | 新建仓 |
| EMHY | ISHARES INC | $62.00万 | 0.01% | 15,745 | 15,745 | — | $62.00万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $62.07万 | 0.01% | 3,016 | 276 | 10.1% | $5.68万 | 加仓 |
| BCS | BARCLAYS PLC | $62.56万 | 0.01% | 29,567 | -961 | -3.1% | -$2.03万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $62.62万 | 0.01% | 10,875 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $62.62万 | 0.01% | 1,153 | 1,153 | — | $62.62万 | 新建仓 |
| IOCT | INNOVATOR ETFS TRUST | $62.94万 | 0.01% | 17,957 | -6,800 | -27.5% | -$23.83万 | 减仓 |
| XSOE | WISDOMTREE TR | $63.00万 | 0.01% | 15,711 | 1,591 | 11.3% | $6.38万 | 加仓 |
| SAN | BANCO SANTANDER S.A. | $63.04万 | 0.01% | 55,889 | 55,889 | — | $63.04万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $63.08万 | 0.01% | 1,929 | 94 | 5.1% | $3.07万 | 加仓 |
| WRB | BERKLEY W R CORP | $63.32万 | 0.01% | 9,554 | 341 | 3.7% | $2.26万 | 加仓 |
| IYF | ISHARES TR | $63.46万 | 0.01% | 5,394 | -538 | -9.1% | -$6.33万 | 减仓 |
| ENB | ENBRIDGE INC | $63.87万 | 0.01% | 11,798 | 2,276 | 23.9% | $12.32万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $63.93万 | 0.01% | 7,714 | 1,529 | 24.7% | $12.67万 | 加仓 |
| XAR | SPDR SERIES TRUST | $64.15万 | 0.01% | 2,526 | 413 | 19.5% | $10.49万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $64.16万 | 0.01% | 5,533 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $64.27万 | 0.01% | 10,291 | 838 | 8.9% | $5.23万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $64.47万 | 0.01% | 6,251 | 252 | 4.2% | $2.60万 | 加仓 |
| BIZD | VANECK ETF TRUST | $64.54万 | 0.01% | 50,423 | -8,004 | -13.7% | -$10.25万 | 减仓 |
| DDWM | WISDOMTREE TR | $64.93万 | 0.02% | 14,721 | -3,637 | -19.8% | -$16.04万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $64.95万 | 0.02% | 9,887 | 9,887 | — | $64.95万 | 新建仓 |
| ROE | EA SERIES TRUST | $65.05万 | 0.02% | 18,360 | -367 | -2.0% | -$1.30万 | 减仓 |
| AMLP | ALPS ETF TR | $65.19万 | 0.02% | 12,385 | -1,433 | -10.4% | -$7.54万 | 减仓 |
| NBTB | NBT BANCORP INC | $65.52万 | 0.02% | 15,388 | 149 | 1.0% | $6,344 | 加仓 |
| — | INNOVATOR ETFS TRUST | $65.82万 | 0.02% | 25,922 | 25,922 | — | $65.82万 | 新建仓 |
| NEM | NEWMONT CORP | $66.23万 | 0.02% | 6,118 | 761 | 14.2% | $8.24万 | 加仓 |
| LOW | LOWES COS INC | $66.73万 | 0.02% | 2,824 | 212 | 8.1% | $5.01万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $66.87万 | 0.02% | 15,317 | 9,164 | 148.9% | $40.01万 | 加仓 |
| XEL | XCEL ENERGY INC | $66.89万 | 0.02% | 8,421 | 97 | 1.2% | $7,705 | 加仓 |
| TBIL | RBB FD INC | $67.19万 | 0.02% | 13,475 | 190 | 1.4% | $9,473 | 加仓 |
| VV | VANGUARD INDEX FDS | $67.57万 | 0.02% | 2,261 | 228 | 11.2% | $6.81万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $68.09万 | 0.02% | 31,905 | 4,395 | 16.0% | $9.38万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $68.29万 | 0.02% | 16,120 | 474 | 3.0% | $2.01万 | 加仓 |
| BUG | GLOBAL X FDS | $68.41万 | 0.02% | 27,244 | 7,036 | 34.8% | $17.67万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $68.60万 | 0.02% | 3,176 | -143 | -4.3% | -$3.09万 | 减仓 |
| RKLB | ROCKET LAB CORP | $68.67万 | 0.02% | 10,693 | 5,947 | 125.3% | $38.19万 | 加仓 |
| JSML | JANUS DETROIT STR TR | $69.43万 | 0.02% | 9,914 | 437 | 4.6% | $3.06万 | 加仓 |
| MET | METLIFE INC | $69.61万 | 0.02% | 9,843 | -313 | -3.1% | -$2.21万 | 减仓 |
| IGOV | ISHARES TR | $69.85万 | 0.02% | 17,011 | 51 | 0.3% | $2,094 | 加仓 |
| FLRN | SPDR SERIES TRUST | $69.99万 | 0.02% | 22,738 | -226 | -1.0% | -$6,956 | 减仓 |
| GM | GENERAL MTRS CO | $70.03万 | 0.02% | 9,400 | -1,994 | -17.5% | -$14.86万 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $70.18万 | 0.02% | 12,895 | 12,895 | — | $70.18万 | 新建仓 |
| HEGD | LISTED FDS TR | $71.06万 | 0.02% | 28,769 | -335 | -1.2% | -$8,274 | 减仓 |
| ISCG | ISHARES TR | $71.11万 | 0.02% | 12,976 | 37 | 0.3% | $2,028 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $71.14万 | 0.02% | 3,558 | -182 | -4.9% | -$3.64万 | 减仓 |
| ARKK | ARK ETF TR | $71.14万 | 0.02% | 10,525 | 1,103 | 11.7% | $7.46万 | 加仓 |