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 |
|---|---|---|---|---|---|---|---|---|
| SJM | SMUCKER J M CO | $99.13万 | 0.02% | 10,278 | 1,262 | 14.0% | $12.17万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $99.81万 | 0.02% | 4,557 | 212 | 4.9% | $4.64万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $100.26万 | 0.02% | 52,248 | 1,126 | 2.2% | $2.16万 | 加仓 |
| WSO | WATSCO INC | $100.65万 | 0.02% | 2,767 | 173 | 6.7% | $6.29万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $100.80万 | 0.02% | 47,956 | -1,819 | -3.7% | -$3.82万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $100.91万 | 0.02% | 26,125 | -500 | -1.9% | -$1.93万 | 减仓 |
| COR | CENCORA INC | $101.07万 | 0.02% | 3,217 | -76 | -2.3% | -$2.39万 | 减仓 |
| IJJ | ISHARES TR | $101.13万 | 0.02% | 7,633 | 1,386 | 22.2% | $18.36万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $101.33万 | 0.02% | 49,001 | -1,873 | -3.7% | -$3.87万 | 减仓 |
| FOXA | FOX CORP | $101.47万 | 0.02% | 17,375 | 614 | 3.7% | $3.59万 | 加仓 |
| EBAY | EBAY INC. | $101.53万 | 0.02% | 11,154 | -358 | -3.1% | -$3.26万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $101.69万 | 0.02% | 13,377 | 2,053 | 18.1% | $15.61万 | 加仓 |
| DIVB | ISHARES TR | $101.90万 | 0.02% | 18,888 | 996 | 5.6% | $5.37万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $101.97万 | 0.02% | 35,516 | 5,697 | 19.1% | $16.36万 | 加仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $102.27万 | 0.02% | 9,352 | 795 | 9.3% | $8.69万 | 加仓 |
| BOTZ | GLOBAL X FDS | $102.28万 | 0.02% | 30,789 | -1,050 | -3.3% | -$3.49万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $102.53万 | 0.02% | 5,433 | -1,238 | -18.6% | -$23.36万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $102.78万 | 0.02% | 18,190 | 6,841 | 60.3% | $38.65万 | 加仓 |
| PWR | QUANTA SVCS INC | $103.22万 | 0.02% | 1,880 | 197 | 11.7% | $10.82万 | 加仓 |
| AVY | AVERY DENNISON CORP | $103.46万 | 0.02% | 5,992 | 547 | 10.0% | $9.44万 | 加仓 |
| GRID | FIRST TR EXCHANGE TRADED FD | $103.61万 | 0.02% | 6,334 | 2,243 | 54.8% | $36.69万 | 加仓 |
| SDY | SPDR SERIES TRUST | $103.75万 | 0.02% | 7,109 | -340 | -4.6% | -$4.96万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $103.77万 | 0.02% | 5,688 | -1,626 | -22.2% | -$29.66万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $104.10万 | 0.02% | 21,305 | 5,672 | 36.3% | $27.71万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $104.18万 | 0.02% | 42,091 | 5,375 | 14.6% | $13.30万 | 加仓 |
| DASH | DOORDASH INC | $104.22万 | 0.02% | 6,941 | 1,173 | 20.3% | $17.61万 | 加仓 |
| PLD | PROLOGIS INC. | $105.08万 | 0.02% | 7,950 | 537 | 7.2% | $7.10万 | 加仓 |
| HYGV | FLEXSHARES TR | $105.08万 | 0.02% | 26,231 | 4,451 | 20.4% | $17.83万 | 加仓 |
| AOS | SMITH A O CORP | $105.17万 | 0.02% | 15,949 | 15,949 | — | $105.17万 | 新建仓 |
| VST | VISTRA CORP | $105.87万 | 0.02% | 7,042 | -32 | -0.5% | -$4,811 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $106.06万 | 0.02% | 9,669 | -2,525 | -20.7% | -$27.70万 | 减仓 |
| IWY | ISHARES TR | $106.50万 | 0.02% | 4,280 | -3,144 | -42.3% | -$78.23万 | 减仓 |
| MGK | VANGUARD WORLD FD | $106.76万 | 0.02% | 2,906 | 352 | 13.8% | $12.93万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $106.81万 | 0.02% | 26,392 | -14,783 | -35.9% | -$59.83万 | 减仓 |
| ZAP | GLOBAL X FDS | $106.85万 | 0.02% | 33,225 | 33,225 | — | $106.85万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $107.00万 | 0.02% | 21,447 | -3,878 | -15.3% | -$19.35万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $107.39万 | 0.02% | 1,200 | 38 | 3.3% | $3.40万 | 加仓 |
| EEM | ISHARES TR | $107.62万 | 0.02% | 18,950 | 1,569 | 9.0% | $8.91万 | 加仓 |
| IGEB | ISHARES TR | $107.80万 | 0.03% | 23,923 | 465 | 2.0% | $2.10万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $107.97万 | 0.03% | 10,062 | 1,726 | 20.7% | $18.52万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $108.08万 | 0.03% | 10,798 | -4,721 | -30.4% | -$47.25万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $108.37万 | 0.03% | 26,522 | -173 | -0.6% | -$7,069 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $109.17万 | 0.03% | 64,635 | 64,635 | — | $109.17万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $109.88万 | 0.03% | 5,963 | 1,546 | 35.0% | $28.49万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $110.02万 | 0.03% | 10,359 | 10,359 | — | $110.02万 | 新建仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $110.06万 | 0.03% | 18,423 | 18,423 | — | $110.06万 | 新建仓 |
| ETN | EATON CORP PLC | $110.33万 | 0.03% | 3,084 | 14 | 0.5% | $5,008 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $110.54万 | 0.03% | 46,194 | -9,485 | -17.0% | -$22.70万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $110.73万 | 0.03% | 18,657 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $111.28万 | 0.03% | 29,407 | -7,840 | -21.0% | -$29.67万 | 减仓 |
| IXN | ISHARES TR | $111.55万 | 0.03% | 11,158 | 624 | 5.9% | $6.24万 | 加仓 |
| CMI | CUMMINS INC | $111.63万 | 0.03% | 2,075 | 872 | 72.5% | $46.91万 | 加仓 |
| GCOW | PACER FDS TR | $111.88万 | 0.03% | 24,195 | 932 | 4.0% | $4.31万 | 加仓 |
| QGRW | WISDOMTREE TR | $112.14万 | 0.03% | 20,988 | -3,526 | -14.4% | -$18.84万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $112.21万 | 0.03% | 21,567 | -1,531 | -6.6% | -$7.97万 | 减仓 |
| PODD | INSULET CORP | $112.60万 | 0.03% | 5,366 | 1,045 | 24.2% | $21.93万 | 加仓 |
| KHC | KRAFT HEINZ CO | $112.95万 | 0.03% | 50,221 | 4,904 | 10.8% | $11.03万 | 加仓 |
| MLN | VANECK ETF TRUST | $113.15万 | 0.03% | 64,877 | 5,762 | 9.7% | $10.05万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $113.48万 | 0.03% | 52,805 | -2,422 | -4.4% | -$5.20万 | 减仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $113.58万 | 0.03% | 22,936 | 132 | 0.6% | $6,537 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $115.29万 | 0.03% | 45,124 | 5,807 | 14.8% | $14.84万 | 加仓 |
| MSCI | MSCI INC | $115.38万 | 0.03% | 2,141 | 10 | 0.5% | $5,389 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $115.45万 | 0.03% | 28,277 | -25,749 | -47.7% | -$105.13万 | 减仓 |
| SBUX | STARBUCKS CORP | $115.80万 | 0.03% | 12,926 | 269 | 2.1% | $2.41万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $116.12万 | 0.03% | 4,179 | -827 | -16.5% | -$22.98万 | 减仓 |
| TMUS | T-MOBILE US INC | $116.41万 | 0.03% | 5,543 | 986 | 21.6% | $20.71万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $116.41万 | 0.03% | 18,487 | 280 | 1.5% | $1.76万 | 加仓 |
| YUM | YUM BRANDS INC | $116.50万 | 0.03% | 7,493 | -2,125 | -22.1% | -$33.04万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $117.02万 | 0.03% | 106,095 | 19,753 | 22.9% | $21.79万 | 加仓 |
| MTUM | ISHARES TR | $117.14万 | 0.03% | 4,881 | -125 | -2.5% | -$3.00万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $117.29万 | 0.03% | 23,548 | 4,249 | 22.0% | $21.16万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $117.50万 | 0.03% | 11,864 | 1,362 | 13.0% | $13.49万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $117.64万 | 0.03% | 33,261 | -18,870 | -36.2% | -$66.74万 | 减仓 |
| HPQ | HP INC | $117.67万 | 0.03% | 61,254 | 23,036 | 60.3% | $44.25万 | 加仓 |
| PSX | PHILLIPS 66 | $117.78万 | 0.03% | 6,465 | 107 | 1.7% | $1.95万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $118.77万 | 0.03% | 33,074 | 68 | 0.2% | $2,442 | 加仓 |
| SDVY | FIRST TR EXCHANGE-TRADED FD | $118.95万 | 0.03% | 30,168 | 2,282 | 8.2% | $9.00万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $118.96万 | 0.03% | 6,269 | 6,269 | — | $118.96万 | 新建仓 |
| RL | RALPH LAUREN CORP | $120.05万 | 0.03% | 3,489 | -533 | -13.3% | -$18.34万 | 减仓 |
| EQL | ALPS ETF TR | $120.45万 | 0.03% | 25,325 | 830 | 3.4% | $3.95万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $120.49万 | 0.03% | 5,702 | -3,875 | -40.5% | -$81.88万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $120.77万 | 0.03% | 9,167 | -460 | -4.8% | -$6.06万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $120.77万 | 0.03% | 22,309 | 2,503 | 12.6% | $13.55万 | 加仓 |
| QCOM | QUALCOMM INC | $120.86万 | 0.03% | 9,385 | 406 | 4.5% | $5.23万 | 加仓 |
| MMSI | MERIT MED SYS INC | $120.94万 | 0.03% | 17,545 | 2,585 | 17.3% | $17.82万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $121.33万 | 0.03% | 16,943 | -12,824 | -43.1% | -$91.83万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $121.39万 | 0.03% | 41,803 | 0 | 0.0% | — | 不变 |
| SFLR | INNOVATOR ETFS TRUST | $121.40万 | 0.03% | 34,285 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $121.54万 | 0.03% | 3,542 | 258 | 7.9% | $8.85万 | 加仓 |
| IXC | ISHARES TR | $122.49万 | 0.03% | 21,261 | -6,713 | -24.0% | -$38.67万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $123.33万 | 0.03% | 47,216 | 9,501 | 25.2% | $24.82万 | 加仓 |
| TOST | TOAST INC | $123.43万 | 0.03% | 46,559 | 46,559 | — | $123.43万 | 新建仓 |
| CHWY | CHEWY INC | $124.18万 | 0.03% | 45,992 | 7,123 | 18.3% | $19.23万 | 加仓 |
| ADBE | ADOBE INC | $124.70万 | 0.03% | 5,130 | -2,745 | -34.9% | -$66.73万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $125.18万 | 0.03% | 33,319 | 6,603 | 24.7% | $24.81万 | 加仓 |
| IFRA | ISHARES TR | $125.59万 | 0.03% | 21,956 | 555 | 2.6% | $3.17万 | 加仓 |
| SYK | STRYKER CORPORATION | $125.67万 | 0.03% | 3,824 | -1,338 | -25.9% | -$43.97万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $125.70万 | 0.03% | 69,755 | -42,980 | -38.1% | -$77.45万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $126.15万 | 0.03% | 32,002 | 16,128 | 101.6% | $63.58万 | 加仓 |
| MDT | MEDTRONIC PLC | $126.49万 | 0.03% | 14,598 | 490 | 3.5% | $4.25万 | 加仓 |