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 |
|---|---|---|---|---|---|---|---|---|
| CLS | CELESTICA INC | $127.01万 | 0.03% | 4,509 | -512 | -10.2% | -$14.42万 | 减仓 |
| WM | WASTE MGMT INC DEL | $128.26万 | 0.03% | 5,581 | 348 | 6.7% | $8.00万 | 加仓 |
| EXEL | EXELIXIS INC | $128.88万 | 0.03% | 30,049 | -8,002 | -21.0% | -$34.32万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $129.07万 | 0.03% | 30,214 | -3,000 | -9.0% | -$12.82万 | 减仓 |
| REMX | VANECK ETF TRUST | $129.81万 | 0.03% | 14,751 | 14,751 | — | $129.81万 | 新建仓 |
| NJAN | INNOVATOR ETFS TRUST | $130.41万 | 0.03% | 24,435 | 1,618 | 7.1% | $8.64万 | 加仓 |
| EUHY | ISHARES INC | $130.47万 | 0.03% | 24,867 | 24,867 | — | $130.47万 | 新建仓 |
| SNA | SNAP ON INC | $131.12万 | 0.03% | 3,610 | 355 | 10.9% | $12.89万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $131.84万 | 0.03% | 1,811 | 19 | 1.1% | $1.38万 | 加仓 |
| SOXX | ISHARES TR | $131.85万 | 0.03% | 4,012 | 1,118 | 38.6% | $36.74万 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $131.88万 | 0.03% | 69,557 | 59,514 | 592.6% | $112.84万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $133.35万 | 0.03% | 16,867 | -257 | -1.5% | -$2.03万 | 减仓 |
| IGV | ISHARES TR | $133.36万 | 0.03% | 16,660 | 10,630 | 176.3% | $85.09万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $133.61万 | 0.03% | 18,755 | 1,578 | 9.2% | $11.24万 | 加仓 |
| DIS | DISNEY WALT CO | $134.20万 | 0.03% | 13,924 | 1,780 | 14.7% | $17.16万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $134.58万 | 0.03% | 39,746 | -4,464 | -10.1% | -$15.12万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $134.71万 | 0.03% | 34,296 | 231 | 0.7% | $9,074 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $134.78万 | 0.03% | 6,814 | -11,150 | -62.1% | -$220.54万 | 减仓 |
| ITA | ISHARES TR | $135.51万 | 0.03% | 6,195 | 1,404 | 29.3% | $30.71万 | 加仓 |
| TIP | ISHARES TR | $135.52万 | 0.03% | 12,280 | -718 | -5.5% | -$7.92万 | 减仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $135.61万 | 0.03% | 66,640 | -7,589 | -10.2% | -$15.44万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $137.72万 | 0.03% | 54,188 | 12,832 | 31.0% | $32.61万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $138.01万 | 0.03% | 19,677 | -1,110 | -5.3% | -$7.79万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $138.03万 | 0.03% | 43,820 | 8,546 | 24.2% | $26.92万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $138.25万 | 0.03% | 20,613 | -398 | -1.9% | -$2.67万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $138.87万 | 0.03% | 33,286 | 1,534 | 4.8% | $6.40万 | 加仓 |
| HRL | HORMEL FOODS CORP | $140.41万 | 0.03% | 61,991 | 5,737 | 10.2% | $12.99万 | 加仓 |
| SNOW | SNOWFLAKE INC | $140.82万 | 0.03% | 9,337 | 1,461 | 18.6% | $22.03万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $140.90万 | 0.03% | 36,228 | 15,622 | 75.8% | $60.76万 | 加仓 |
| DG | DOLLAR GEN CORP NEW | $141.27万 | 0.03% | 11,898 | -10,956 | -47.9% | -$130.08万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $141.42万 | 0.03% | 5,139 | -418 | -7.5% | -$11.50万 | 减仓 |
| HYG | ISHARES TR | $141.85万 | 0.03% | 17,830 | 267 | 1.5% | $2.12万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $142.79万 | 0.03% | 2,408 | -733 | -23.3% | -$43.47万 | 减仓 |
| PFFD | GLOBAL X FDS | $142.83万 | 0.03% | 77,626 | 2,610 | 3.5% | $4.80万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $142.99万 | 0.03% | 10,909 | -321 | -2.9% | -$4.21万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $143.62万 | 0.03% | 32,187 | 836 | 2.7% | $3.73万 | 加仓 |
| EMLC | VANECK ETF TRUST | $143.75万 | 0.03% | 57,248 | 3,699 | 6.9% | $9.29万 | 加仓 |
| SHY | ISHARES TR | $143.77万 | 0.03% | 17,411 | 8,719 | 100.3% | $71.99万 | 加仓 |
| — | PROSHARES TR | $144.85万 | 0.03% | 45,000 | 45,000 | — | $144.85万 | 新建仓 |
| CSM | PROSHARES TR | $144.91万 | 0.03% | 19,368 | 4,360 | 29.1% | $32.62万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $145.43万 | 0.03% | 17,064 | 977 | 6.1% | $8.33万 | 加仓 |
| MCO | MOODYS CORP | $145.61万 | 0.03% | 3,338 | 21 | 0.6% | $9,161 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $145.79万 | 0.03% | 103,544 | 2,273 | 2.2% | $3.20万 | 加仓 |
| ALL | ALLSTATE CORP | $146.49万 | 0.03% | 7,065 | 1,074 | 17.9% | $22.27万 | 加仓 |
| IDV | ISHARES TR | $147.30万 | 0.03% | 34,609 | 490 | 1.4% | $2.09万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $147.74万 | 0.03% | 62,856 | -36,953 | -37.0% | -$86.86万 | 减仓 |
| URA | GLOBAL X FDS | $148.86万 | 0.03% | 30,738 | 6,057 | 24.5% | $29.33万 | 加仓 |
| NET | CLOUDFLARE INC | $149.86万 | 0.03% | 7,263 | -99 | -1.3% | -$2.04万 | 减仓 |
| BLK | BLACKROCK INC | $149.91万 | 0.03% | 1,558 | 137 | 9.6% | $13.18万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $150.43万 | 0.03% | 29,896 | 1,497 | 5.3% | $7.53万 | 加仓 |
| ESLT | ELBIT SYS LTD | $150.54万 | 0.03% | 1,773 | -235 | -11.7% | -$19.95万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $150.86万 | 0.04% | 30,190 | 117 | 0.4% | $5,847 | 加仓 |
| YYY | AMPLIFY ETF TR | $150.96万 | 0.04% | 136,863 | 23,314 | 20.5% | $25.72万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $151.38万 | 0.04% | 16,399 | -2,501 | -13.2% | -$23.09万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $152.39万 | 0.04% | 73,406 | 42,661 | 138.8% | $88.56万 | 加仓 |
| BA | BOEING CO | $153.93万 | 0.04% | 7,734 | 71 | 0.9% | $1.41万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $154.16万 | 0.04% | 33,638 | -3,978 | -10.6% | -$18.23万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $154.20万 | 0.04% | 7,589 | 111 | 1.5% | $2.26万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $154.58万 | 0.04% | 68,158 | 9,817 | 16.8% | $22.26万 | 加仓 |
| FN | FABRINET | $154.84万 | 0.04% | 2,969 | -141 | -4.5% | -$7.35万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $155.31万 | 0.04% | 9,462 | 1,833 | 24.0% | $30.09万 | 加仓 |
| HYD | VANECK ETF TRUST | $155.46万 | 0.04% | 31,005 | 3,468 | 12.6% | $17.39万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $155.82万 | 0.04% | 42,331 | 25,345 | 149.2% | $93.29万 | 加仓 |
| HEFA | ISHARES TR | $155.90万 | 0.04% | 36,687 | 6,669 | 22.2% | $28.34万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $156.35万 | 0.04% | 37,024 | 6,045 | 19.5% | $25.53万 | 加仓 |
| F | FORD MTR CO | $157.09万 | 0.04% | 136,128 | 4,512 | 3.4% | $5.21万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $157.35万 | 0.04% | 6,046 | 187 | 3.2% | $4.87万 | 加仓 |
| TMAT | NORTHERN LTS FD TR IV | $157.98万 | 0.04% | 68,123 | 1,190 | 1.8% | $2.76万 | 加仓 |
| EMXC | ISHARES INC | $159.71万 | 0.04% | 20,303 | -3,363 | -14.2% | -$26.45万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $159.76万 | 0.04% | 14,370 | -14,017 | -49.4% | -$155.84万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $159.92万 | 0.04% | 45,639 | 1,014 | 2.3% | $3.55万 | 加仓 |
| IBTI | ISHARES TR | $160.41万 | 0.04% | 71,988 | 54,276 | 306.4% | $120.94万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $161.56万 | 0.04% | 12,338 | -7,377 | -37.4% | -$96.60万 | 减仓 |
| PHM | PULTE GROUP INC | $161.77万 | 0.04% | 13,755 | -1,006 | -6.8% | -$11.83万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $162.78万 | 0.04% | 3,906 | 2,980 | 321.8% | $124.19万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $162.82万 | 0.04% | 387 | -3 | -0.8% | -$1.26万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $163.34万 | 0.04% | 20,319 | 2,857 | 16.4% | $22.97万 | 加仓 |
| TRGP | TARGA RES CORP | $163.57万 | 0.04% | 6,524 | 6,524 | — | $163.57万 | 新建仓 |
| WFC | WELLS FARGO CO NEW | $163.82万 | 0.04% | 20,578 | -1,709 | -7.7% | -$13.61万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $164.91万 | 0.04% | 57,441 | 2,691 | 4.9% | $7.73万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $165.40万 | 0.04% | 41,413 | -771 | -1.8% | -$3.08万 | 减仓 |
| EIX | EDISON INTL | $165.56万 | 0.04% | 22,623 | 14,273 | 170.9% | $104.45万 | 加仓 |
| MOAT | VANECK ETF TRUST | $165.73万 | 0.04% | 17,138 | -3,070 | -15.2% | -$29.69万 | 减仓 |
| ESGE | ISHARES INC | $165.89万 | 0.04% | 36,483 | 1,602 | 4.6% | $7.28万 | 加仓 |
| FIX | COMFORT SYS USA INC | $167.00万 | 0.04% | 1,211 | -94 | -7.2% | -$12.96万 | 减仓 |
| LMUB | ISHARES TR | $168.38万 | 0.04% | 33,724 | 33,724 | — | $168.38万 | 新建仓 |
| MBB | ISHARES TR | $168.81万 | 0.04% | 17,779 | -1,400 | -7.3% | -$13.29万 | 减仓 |
| C | CITIGROUP INC | $169.99万 | 0.04% | 14,990 | -1,646 | -9.9% | -$18.67万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $170.08万 | 0.04% | 41,393 | 8,848 | 27.2% | $36.36万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $170.39万 | 0.04% | 69,861 | -26,398 | -27.4% | -$64.38万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $171.44万 | 0.04% | 13,093 | 519 | 4.1% | $6.80万 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $172.00万 | 0.04% | 42,182 | -1 | -0.0% | -$41 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $172.37万 | 0.04% | 31,046 | -183 | -0.6% | -$1.02万 | 减仓 |
| OKE | ONEOK INC NEW | $173.92万 | 0.04% | 19,240 | -1,220 | -6.0% | -$11.03万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $175.06万 | 0.04% | 14,757 | -149 | -1.0% | -$1.77万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $176.05万 | 0.04% | 18,733 | 8,332 | 80.1% | $78.30万 | 加仓 |
| WTV | WISDOMTREE TR | $176.64万 | 0.04% | 18,647 | 2,898 | 18.4% | $27.45万 | 加仓 |
| APP | APPLOVIN CORP | $177.19万 | 0.04% | 4,452 | 700 | 18.7% | $27.86万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $177.31万 | 0.04% | 32,842 | -1,407 | -4.1% | -$7.60万 | 减仓 |
| JNK | SPDR SERIES TRUST | $178.40万 | 0.04% | 18,638 | 5,160 | 38.3% | $49.39万 | 加仓 |