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 |
|---|---|---|---|---|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | $66.27万 | 0.01% | 1,788 | -141 | -7.3% | -$5.23万 | 减仓 |
| DDWM | WISDOMTREE TR | $66.33万 | 0.01% | 14,364 | -357 | -2.4% | -$1.65万 | 减仓 |
| DIV | GLOBAL X FDS | $66.59万 | 0.01% | 34,955 | 6,434 | 22.6% | $12.26万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $66.77万 | 0.01% | 2,298 | -232 | -9.2% | -$6.74万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $66.85万 | 0.01% | 25,727 | -195 | -0.8% | -$5,067 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $66.89万 | 0.01% | 10,884 | -20,162 | -64.9% | -$123.91万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $66.96万 | 0.01% | 15,969 | -151 | -0.9% | -$6,332 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $67.22万 | 0.01% | 4,033 | -367 | -8.3% | -$6.12万 | 减仓 |
| AEE | AMEREN CORP | $67.63万 | 0.01% | 5,983 | -2,258 | -27.4% | -$25.52万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $67.98万 | 0.01% | 53,242 | 18,958 | 55.3% | $24.20万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $68.17万 | 0.01% | 23,163 | -8,284 | -26.3% | -$24.38万 | 减仓 |
| IGOV | ISHARES TR | $68.87万 | 0.01% | 16,785 | -226 | -1.3% | -$9,273 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $69.03万 | 0.01% | 2,779 | -263 | -8.6% | -$6.53万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $69.51万 | 0.02% | 15,978 | 661 | 4.3% | $2.88万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $69.59万 | 0.02% | 10,875 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $70.17万 | 0.02% | 9,220 | 3,929 | 74.3% | $29.90万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $70.19万 | 0.02% | 15,430 | -4,849 | -23.9% | -$22.06万 | 减仓 |
| VLO | VALERO ENERGY CORP | $70.52万 | 0.02% | 2,708 | -317 | -10.5% | -$8.25万 | 减仓 |
| EMHY | ISHARES INC | $70.59万 | 0.02% | 17,358 | 1,613 | 10.2% | $6.56万 | 加仓 |
| AMLP | ALPS ETF TR | $70.96万 | 0.02% | 13,686 | 1,301 | 10.5% | $6.75万 | 加仓 |
| VV | VANGUARD INDEX FDS | $71.26万 | 0.02% | 2,072 | -189 | -8.4% | -$6.50万 | 减仓 |
| FDX | FEDEX CORP | $71.64万 | 0.02% | 2,288 | -428 | -15.8% | -$13.40万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $72.50万 | 0.02% | 26,937 | 12,619 | 88.1% | $33.96万 | 加仓 |
| SFTY | HORIZON FDS | $72.59万 | 0.02% | 23,599 | 23,599 | — | $72.59万 | 新建仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $72.69万 | 0.02% | 25,897 | -588 | -2.2% | -$1.65万 | 减仓 |
| FTNT | FORTINET INC | $72.74万 | 0.02% | 4,735 | 1,170 | 32.8% | $17.97万 | 重新持有 |
| IYF | ISHARES TR | $72.79万 | 0.02% | 5,709 | 315 | 5.8% | $4.02万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $73.46万 | 0.02% | 15,952 | -245 | -1.5% | -$1.13万 | 减仓 |
| SMLF | ISHARES TR | $73.82万 | 0.02% | 8,281 | 371 | 4.7% | $3.31万 | 加仓 |
| GM | GENERAL MTRS CO | $73.89万 | 0.02% | 9,586 | 186 | 2.0% | $1.43万 | 加仓 |
| IBB | ISHARES TR | $74.12万 | 0.02% | 3,897 | 2,484 | 175.8% | $47.24万 | 重新持有 |
| NBTB | NBT BANCORP INC | $75.31万 | 0.02% | 15,254 | -134 | -0.9% | -$6,616 | 减仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $75.31万 | 0.02% | 27,199 | 4,639 | 20.6% | $12.85万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $75.39万 | 0.02% | 17,811 | -430 | -2.4% | -$1.82万 | 减仓 |
| HGER | HARBOR ETF TRUST | $75.42万 | 0.02% | 25,705 | 6,372 | 33.0% | $18.70万 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $76.03万 | 0.02% | 20,775 | -611 | -2.9% | -$2.24万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $76.46万 | 0.02% | 13,881 | -53,458 | -79.4% | -$294.45万 | 减仓 |
| RBRK | RUBRIK INC. | $76.46万 | 0.02% | 9,524 | 9,524 | — | $76.46万 | 新建仓 |
| XSOE | WISDOMTREE TR | $76.59万 | 0.02% | 15,573 | -138 | -0.9% | -$6,787 | 减仓 |
| COR | CENCORA INC | $76.82万 | 0.02% | 2,714 | -503 | -15.6% | -$14.24万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $77.04万 | 0.02% | 8,670 | 956 | 12.4% | $8.50万 | 加仓 |
| HPQ | HP INC | $77.14万 | 0.02% | 35,161 | -26,093 | -42.6% | -$57.25万 | 减仓 |
| ADBE | ADOBE INC | $77.44万 | 0.02% | 3,777 | -1,353 | -26.4% | -$27.74万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $77.88万 | 0.02% | 6,583 | -1,229 | -15.7% | -$14.54万 | 减仓 |
| IWB | ISHARES TR | $78.07万 | 0.02% | 1,906 | -465 | -19.6% | -$19.05万 | 减仓 |
| EAGG | ISHARES TR | $78.22万 | 0.02% | 16,498 | 3,681 | 28.7% | $17.45万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $78.65万 | 0.02% | 14,439 | -57,634 | -80.0% | -$313.92万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $79.39万 | 0.02% | 22,805 | -50,100 | -68.7% | -$174.40万 | 减仓 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $80.02万 | 0.02% | 122,546 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $80.06万 | 0.02% | 2,258 | 467 | 26.1% | $16.56万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $80.15万 | 0.02% | 16,576 | -2,055 | -11.0% | -$9.94万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $80.51万 | 0.02% | 11,746 | -2,052 | -14.9% | -$14.06万 | 减仓 |
| EMB | ISHARES TR | $80.66万 | 0.02% | 8,363 | -1,096 | -11.6% | -$10.57万 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $81.19万 | 0.02% | 15,535 | -56,123 | -78.3% | -$293.30万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $81.41万 | 0.02% | 7,433 | 1,182 | 18.9% | $12.95万 | 加仓 |
| TMUS | T-MOBILE US INC | $81.85万 | 0.02% | 4,880 | -663 | -12.0% | -$11.12万 | 减仓 |
| TOPT | ISHARES TR | $82.52万 | 0.02% | 25,068 | -2,153 | -7.9% | -$7.09万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $82.73万 | 0.02% | 17,341 | 958 | 5.8% | $4.57万 | 加仓 |
| ROST | ROSS STORES INC | $82.76万 | 0.02% | 3,888 | -117 | -2.9% | -$2.49万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $82.99万 | 0.02% | 9,094 | -800 | -8.1% | -$7.30万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $83.02万 | 0.02% | 18,139 | 1,981 | 12.3% | $9.07万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $83.15万 | 0.02% | 16,581 | -719 | -4.2% | -$3.61万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $83.36万 | 0.02% | 28,704 | -601 | -2.1% | -$1.75万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $83.38万 | 0.02% | 34,758 | 21,284 | 158.0% | $51.06万 | 加仓 |
| DVYE | ISHARES INC | $83.57万 | 0.02% | 25,928 | 2,917 | 12.7% | $9.40万 | 加仓 |
| ONDS | ONDAS INC | $83.66万 | 0.02% | 101,531 | 81,973 | 419.1% | $67.55万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $83.77万 | 0.02% | 19,847 | -121,992 | -86.0% | -$514.92万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $84.26万 | 0.02% | 20,694 | -15,534 | -42.9% | -$63.25万 | 减仓 |
| FSUN | FIRSTSUN CAP BANCORP | $84.30万 | 0.02% | 21,739 | 7,253 | 50.1% | $28.13万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $84.59万 | 0.02% | 9,703 | 112 | 1.2% | $9,764 | 加仓 |
| ARKK | ARK ETF TR | $84.70万 | 0.02% | 10,480 | -45 | -0.4% | -$3,637 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $84.78万 | 0.02% | 5,449 | -84 | -1.5% | -$1.31万 | 减仓 |
| COWZ | PACER FDS TR | $84.86万 | 0.02% | 13,643 | -2,121 | -13.5% | -$13.19万 | 减仓 |
| R | RYDER SYS INC | $85.36万 | 0.02% | 3,236 | 3,236 | — | $85.36万 | 新建仓 |
| NJUL | INNOVATOR ETFS TRUST | $85.58万 | 0.02% | 11,052 | 4,581 | 70.8% | $35.47万 | 加仓 |
| PLD | PROLOGIS INC. | $86.55万 | 0.02% | 6,389 | -1,561 | -19.6% | -$21.15万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $86.89万 | 0.02% | 17,299 | 15 | 0.1% | $753 | 加仓 |
| SNPS | SYNOPSYS INC | $87.16万 | 0.02% | 1,954 | 623 | 46.8% | $27.79万 | 加仓 |
| RBC | RBC BEARINGS INC | $87.21万 | 0.02% | 1,354 | 201 | 17.4% | $12.95万 | 加仓 |
| PINS | PINTEREST INC | $87.88万 | 0.02% | 41,786 | -1,789 | -4.1% | -$3.76万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $88.20万 | 0.02% | 4,375 | -51 | -1.2% | -$1.03万 | 减仓 |
| SBUX | STARBUCKS CORP | $88.52万 | 0.02% | 8,662 | -4,264 | -33.0% | -$43.58万 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $88.62万 | 0.02% | 12,391 | -504 | -3.9% | -$3.60万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $88.63万 | 0.02% | 4,160 | -397 | -8.7% | -$8.46万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $89.06万 | 0.02% | 18,485 | 587 | 3.3% | $2.83万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $89.58万 | 0.02% | 16,714 | -236 | -1.4% | -$1.26万 | 减仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $89.76万 | 0.02% | 19,937 | -2,425 | -10.8% | -$10.92万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $89.77万 | 0.02% | 11,198 | -8,479 | -43.1% | -$67.97万 | 减仓 |
| SRE | SEMPRA | $89.88万 | 0.02% | 9,694 | -88 | -0.9% | -$8,159 | 减仓 |
| QLTA | ISHARES TR | $90.12万 | 0.02% | 18,965 | -37,602 | -66.5% | -$178.68万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $90.43万 | 0.02% | 2,702 | -474 | -14.9% | -$15.86万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $90.62万 | 0.02% | 2,343 | 667 | 39.8% | $25.80万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $90.69万 | 0.02% | 9,686 | -3,691 | -27.6% | -$34.56万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $91.16万 | 0.02% | 26,965 | -148 | -0.5% | -$5,003 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $91.48万 | 0.02% | 20,904 | -16,120 | -43.5% | -$70.54万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $92.13万 | 0.02% | 22,243 | 0 | 0.0% | — | 不变 |
| — | SWARMER INC | $92.33万 | 0.02% | 20,837 | 20,837 | — | $92.33万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $92.41万 | 0.02% | 3,346 | -2,417 | -41.9% | -$66.75万 | 减仓 |
| HEFA | ISHARES TR | $93.01万 | 0.02% | 19,821 | -16,866 | -46.0% | -$79.14万 | 减仓 |
| IWR | ISHARES TR | $93.02万 | 0.02% | 8,432 | -144 | -1.7% | -$1.59万 | 减仓 |