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 |
|---|---|---|---|---|---|---|---|---|
| LTH | LIFE TIME GROUP HOLDINGS INC | $37.64万 | 0.01% | 9,216 | -1,189 | -11.4% | -$4.86万 | 减仓 |
| NKE | NIKE INC | $37.50万 | 0.01% | 9,134 | -235 | -2.5% | -$9,647 | 减仓 |
| CIEN | CIENA CORP | $37.43万 | 0.01% | 763 | 92 | 13.7% | $4.51万 | 加仓 |
| — | UBS AG LONDON BRANCH | $37.23万 | 0.01% | 25,933 | 863 | 3.4% | $1.24万 | 加仓 |
| BKCH | GLOBAL X FDS | $37.21万 | 0.01% | 4,971 | 4,971 | — | $37.21万 | 新建仓 |
| BNOV | INNOVATOR ETFS TRUST | $37.10万 | 0.01% | 7,759 | 212 | 2.8% | $1.01万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $36.96万 | 0.01% | 2,789 | -1,522 | -35.3% | -$20.17万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $36.91万 | 0.01% | 3,681 | -1,122 | -23.4% | -$11.25万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $36.76万 | 0.01% | 5,604 | 330 | 6.3% | $2.16万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $36.70万 | 0.01% | 7,037 | -475 | -6.3% | -$2.48万 | 减仓 |
| IRM | IRON MTN INC DEL | $36.66万 | 0.01% | 2,902 | 2,902 | — | $36.66万 | 新建仓 |
| GEM | GOLDMAN SACHS ETF TR | $36.46万 | 0.01% | 7,012 | -987 | -12.3% | -$5.13万 | 减仓 |
| AON | AON PLC | $36.45万 | 0.01% | 1,099 | 1,099 | — | $36.45万 | 新建仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $36.36万 | 0.01% | 5,334 | 1,089 | 25.7% | $7.42万 | 加仓 |
| CAIE | CALAMOS ETF TR | $36.13万 | 0.01% | 13,277 | 1,359 | 11.4% | $3.70万 | 加仓 |
| BMAY | INNOVATOR ETFS TRUST | $36.11万 | 0.01% | 7,626 | 273 | 3.7% | $1.29万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $36.04万 | 0.01% | 8,592 | -237 | -2.7% | -$9,941 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $35.89万 | 0.01% | 10,749 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $35.81万 | 0.01% | 791 | -2,547 | -76.3% | -$115.30万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $35.81万 | 0.01% | 3,731 | -395 | -9.6% | -$3.79万 | 减仓 |
| DBAW | DBX ETF TR | $35.75万 | 0.01% | 7,375 | -207 | -2.7% | -$1.00万 | 减仓 |
| CB | CHUBB LTD SWITZ | $35.71万 | 0.01% | 1,048 | -55 | -5.0% | -$1.87万 | 减仓 |
| MGTX | MEIRAGTX HLDGS PLC | $35.70万 | 0.01% | 26,424 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $35.69万 | 0.01% | 15,016 | -5,814 | -27.9% | -$13.82万 | 减仓 |
| BALL | BALL CORP | $35.66万 | 0.01% | 5,715 | -261 | -4.4% | -$1.63万 | 减仓 |
| VTR | VENTAS INC | $35.62万 | 0.01% | 4,011 | -142 | -3.4% | -$1.26万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $35.61万 | 0.01% | 571 | -88 | -13.4% | -$5.49万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $35.52万 | 0.01% | 19,812 | -8,393 | -29.8% | -$15.05万 | 减仓 |
| AME | AMETEK INC | $35.42万 | 0.01% | 1,464 | 3 | 0.2% | $726 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $35.39万 | 0.01% | 3,283 | 954 | 41.0% | $10.28万 | 加仓 |
| TGT | TARGET CORP | $35.24万 | 0.01% | 2,698 | -1,072 | -28.4% | -$14.00万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $34.92万 | 0.01% | 4,788 | -185 | -3.7% | -$1.35万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $34.85万 | 0.01% | 4,480 | 4,480 | — | $34.85万 | 新建仓 |
| BUSE | FIRST BUSEY CORP | $34.68万 | 0.01% | 11,756 | 75 | 0.6% | $2,213 | 加仓 |
| WDAY | WORKDAY INC | $34.63万 | 0.01% | 2,829 | -241 | -7.9% | -$2.95万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $34.50万 | 0.01% | 2,274 | -2 | -0.1% | -$303 | 减仓 |
| IEV | ISHARES TR | $34.39万 | 0.01% | 4,721 | 406 | 9.4% | $2.96万 | 加仓 |
| CPAY | CORPAY INC | $34.19万 | 0.01% | 1,026 | 1,026 | — | $34.19万 | 新建仓 |
| GGG | GRACO INC | $34.18万 | 0.01% | 4,521 | 4,521 | — | $34.18万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $34.16万 | 0.01% | 3,042 | -287 | -8.6% | -$3.22万 | 减仓 |
| VFC | V F CORP | $34.03万 | 0.01% | 20,403 | -244 | -1.2% | -$4,070 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $33.97万 | 0.01% | 11,100 | -209 | -1.8% | -$6,397 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $33.96万 | 0.01% | 7,461 | -3,372 | -31.1% | -$15.35万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $33.95万 | 0.01% | 2,243 | 203 | 10.0% | $3.07万 | 加仓 |
| NVT | NVENT ELEC PLC | $33.92万 | 0.01% | 2,000 | -90 | -4.3% | -$1.53万 | 减仓 |
| KKR | KKR & CO INC | $33.90万 | 0.01% | 3,693 | -19 | -0.5% | -$1,744 | 减仓 |
| IQLT | ISHARES TR | $33.89万 | 0.01% | 6,840 | -2,032 | -22.9% | -$10.07万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $33.88万 | 0.01% | 7,202 | 7,202 | — | $33.88万 | 新建仓 |
| JAJL | INNOVATOR ETFS TRUST | $33.63万 | 0.01% | 11,245 | 1,997 | 21.6% | $5.97万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $33.26万 | 0.01% | 11,068 | -368 | -3.2% | -$1.11万 | 减仓 |
| RNST | RENASANT CORP | $33.18万 | 0.01% | 7,800 | 0 | 0.0% | — | 不变 |
| PTNQ | PACER FDS TR | $33.13万 | 0.01% | 3,737 | -207 | -5.2% | -$1.83万 | 减仓 |
| ILMN | ILLUMINA INC | $32.90万 | 0.01% | 1,871 | 6 | 0.3% | $1,055 | 加仓 |
| DXJ | WISDOMTREE TR | $32.64万 | 0.01% | 1,881 | 1,881 | — | $32.64万 | 新建仓 |
| BITQ | BITWISE FUNDS TRUST | $32.52万 | 0.01% | 13,275 | 13,275 | — | $32.52万 | 新建仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $32.52万 | 0.01% | 2,554 | 134 | 5.5% | $1.71万 | 加仓 |
| FN | FABRINET | $32.49万 | 0.01% | 578 | -2,391 | -80.5% | -$134.39万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $32.25万 | 0.01% | 5,576 | -1 | -0.0% | -$58 | 减仓 |
| AFL | AFLAC INC | $32.14万 | 0.01% | 2,741 | -411 | -13.0% | -$4.82万 | 减仓 |
| UNM | UNUM GROUP | $32.10万 | 0.01% | 3,591 | -1,733 | -32.6% | -$15.49万 | 减仓 |
| PCAR | PACCAR INC | $31.96万 | 0.01% | 2,660 | 403 | 17.9% | $4.84万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $31.91万 | 0.01% | 7,667 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $31.86万 | 0.01% | 1,186 | 254 | 27.3% | $6.82万 | 加仓 |
| SHEL | SHELL PLC | $31.83万 | 0.01% | 4,105 | 933 | 29.4% | $7.23万 | 加仓 |
| SUB | ISHARES TR | $31.81万 | 0.01% | 2,988 | 82 | 2.8% | $8,730 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $31.45万 | 0.01% | 2,152 | -10,186 | -82.6% | -$148.84万 | 减仓 |
| JOBY | JOBY AVIATION INC | $31.44万 | 0.01% | 35,250 | 17,366 | 97.1% | $15.49万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $31.36万 | 0.01% | 2,570 | 2,570 | — | $31.36万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $31.33万 | 0.01% | 11,037 | 645 | 6.2% | $1.83万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $31.30万 | 0.01% | 1,069 | 25 | 2.4% | $7,320 | 加仓 |
| — | INNOVATOR ETFS TRUST | $30.89万 | 0.01% | 10,307 | -1,128 | -9.9% | -$3.38万 | 减仓 |
| CCJ | CAMECO CORP | $30.89万 | 0.01% | 3,032 | -261 | -7.9% | -$2.66万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $30.85万 | 0.01% | 3,801 | -593 | -13.5% | -$4.81万 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $30.85万 | 0.01% | 1,743 | 1,743 | — | $30.85万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $30.82万 | 0.01% | 6,064 | -24,126 | -79.9% | -$122.63万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $30.59万 | 0.01% | 5,918 | -103,500 | -94.6% | -$534.99万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $30.59万 | 0.01% | 2,427 | 2,427 | — | $30.59万 | 新建仓 |
| NI | NISOURCE INC | $30.50万 | 0.01% | 6,414 | -344 | -5.1% | -$1.64万 | 减仓 |
| — | CAPITOL SER TR | $30.46万 | 0.01% | 12,165 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $30.45万 | 0.01% | 3,642 | 3,642 | — | $30.45万 | 新建仓 |
| UVE | UNIVERSAL INS HLDGS INC | $30.38万 | 0.01% | 7,344 | 609 | 9.0% | $2.52万 | 加仓 |
| IWX | ISHARES TR | $30.35万 | 0.01% | 2,886 | -509 | -15.0% | -$5.35万 | 减仓 |
| GDE | WISDOMTREE TR | $30.35万 | 0.01% | 4,967 | 12 | 0.2% | $733 | 加仓 |
| IHI | ISHARES TR | $30.34万 | 0.01% | 6,141 | -3,771 | -38.0% | -$18.63万 | 减仓 |
| ROKU | ROKU INC | $30.32万 | 0.01% | 2,195 | -2,739 | -55.5% | -$37.84万 | 减仓 |
| NTRA | NATERA INC | $30.16万 | 0.01% | 1,111 | 237 | 27.1% | $6.43万 | 重新持有 |
| — | SILA REALTY TRUST INC | $30.14万 | 0.01% | 9,927 | -1,266 | -11.3% | -$3.84万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $30.12万 | 0.01% | 6,695 | 1,090 | 19.4% | $4.90万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $30.07万 | 0.01% | 3,859 | 2 | 0.1% | $156 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $29.82万 | 0.01% | 27,509 | -6,340 | -18.7% | -$6.87万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.69万 | 0.01% | 6,025 | -12,462 | -67.4% | -$61.41万 | 减仓 |
| PFFV | GLOBAL X FDS | $29.54万 | 0.01% | 13,411 | -3,114 | -18.8% | -$6.86万 | 重新持有 |
| VIK | VIKING HOLDINGS LTD | $29.53万 | 0.01% | 2,821 | 15 | 0.5% | $1,570 | 加仓 |
| USXF | ISHARES TR | $29.51万 | 0.01% | 4,250 | -5,499 | -56.4% | -$38.19万 | 减仓 |
| — | HASHDEX NASDAQ CME CRYPTO | $29.49万 | 0.01% | 20,188 | 103 | 0.5% | $1,505 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $29.48万 | 0.01% | 18,565 | -138,227 | -88.2% | -$219.51万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $29.47万 | 0.01% | 7,031 | 14 | 0.2% | $587 | 加仓 |
| VFH | VANGUARD WORLD FD | $29.42万 | 0.01% | 2,236 | 426 | 23.5% | $5.61万 | 加仓 |
| — | GLOBAL X FDS | $29.39万 | 0.01% | 11,867 | -1,186 | -9.1% | -$2.94万 | 减仓 |
| SIXA | EXCHANGE TRADED CONCEPTS TRU | $29.31万 | 0.01% | 5,233 | 5,233 | — | $29.31万 | 新建仓 |