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 |
|---|---|---|---|---|---|---|---|---|
| FLOT | ISHARES TR | $844.55万 | 0.20% | 165,761 | -13,307 | -7.4% | -$67.80万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $832.09万 | 0.19% | 34,040 | 2,561 | 8.1% | $62.60万 | 加仓 |
| CAT | CATERPILLAR INC | $826.60万 | 0.19% | 11,668 | 779 | 7.2% | $55.19万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $825.75万 | 0.19% | 34,067 | 648 | 1.9% | $15.71万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $792.99万 | 0.18% | 323,140 | 54,892 | 20.5% | $134.71万 | 加仓 |
| CVX | CHEVRON CORP NEW | $785.43万 | 0.18% | 37,962 | -2,860 | -7.0% | -$59.17万 | 减仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $771.46万 | 0.18% | 16,655 | 2,113 | 14.5% | $97.87万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $768.52万 | 0.18% | 7,713 | 307 | 4.1% | $30.59万 | 加仓 |
| PEP | PEPSICO INC | $765.51万 | 0.18% | 49,295 | -3,166 | -6.0% | -$49.17万 | 减仓 |
| SMH | VANECK ETF TRUST | $764.84万 | 0.18% | 19,949 | -18,029 | -47.5% | -$691.23万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $759.89万 | 0.18% | 51,831 | 16,523 | 46.8% | $242.24万 | 加仓 |
| HD | HOME DEPOT INC | $754.28万 | 0.18% | 22,934 | -196 | -0.8% | -$6.45万 | 减仓 |
| ELCV | STRATEGY SHS | $737.97万 | 0.17% | 254,471 | -19,496 | -7.1% | -$56.54万 | 重新持有 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $714.94万 | 0.17% | 311,521 | -2,904 | -0.9% | -$6.66万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $692.60万 | 0.16% | 177,771 | -12,547 | -6.6% | -$48.88万 | 减仓 |
| GE | GE AEROSPACE | $692.04万 | 0.16% | 24,387 | -5,466 | -18.3% | -$155.11万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $687.45万 | 0.16% | 275,974 | 241,133 | 692.1% | $600.66万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $661.82万 | 0.15% | 141,082 | 35,867 | 34.1% | $168.25万 | 加仓 |
| DE | DEERE & CO | $653.48万 | 0.15% | 11,601 | 1,043 | 9.9% | $58.75万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $651.56万 | 0.15% | 268,463 | 242,798 | 946.0% | $589.27万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $650.42万 | 0.15% | 72,157 | 6,224 | 9.4% | $56.10万 | 加仓 |
| USHY | ISHARES TR | $640.53万 | 0.15% | 173,868 | 10,091 | 6.2% | $37.18万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $637.08万 | 0.15% | 77,712 | 32,665 | 72.5% | $267.79万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $633.99万 | 0.15% | 92,851 | 8,776 | 10.4% | $59.92万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $630.22万 | 0.15% | 216,347 | -9,500 | -4.2% | -$27.67万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $629.67万 | 0.15% | 156,868 | -17,233 | -9.9% | -$69.17万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $627.58万 | 0.15% | 7,418 | -27 | -0.4% | -$2.28万 | 减仓 |
| AGG | ISHARES TR | $626.38万 | 0.15% | 63,098 | 2,967 | 4.9% | $29.45万 | 加仓 |
| PFE | PFIZER INC | $621.49万 | 0.14% | 221,327 | -58,665 | -21.0% | -$164.73万 | 减仓 |
| — | ZACKS TRUST | $620.03万 | 0.14% | 224,921 | -76,335 | -25.3% | -$210.43万 | 减仓 |
| AMAT | APPLIED MATLS INC | $615.84万 | 0.14% | 18,018 | -346 | -1.9% | -$11.83万 | 减仓 |
| — | FLEXSHARES TR | $609.61万 | 0.14% | 294,424 | 280,393 | 1,998.4% | $580.56万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $607.90万 | 0.14% | 17,994 | -4,375 | -19.6% | -$147.80万 | 减仓 |
| V | VISA INC | $606.67万 | 0.14% | 20,072 | -2,178 | -9.8% | -$65.83万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $598.85万 | 0.14% | 141,839 | -12,461 | -8.1% | -$52.61万 | 减仓 |
| PMBS | PIMCO ETF TR | $597.05万 | 0.14% | 120,373 | 30,439 | 33.8% | $150.98万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $595.94万 | 0.14% | 223,954 | 202,390 | 938.6% | $538.56万 | 加仓 |
| MCK | MCKESSON CORP | $595.42万 | 0.14% | 6,880 | 568 | 9.0% | $49.16万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $592.04万 | 0.14% | 11,849 | 1,101 | 10.2% | $55.01万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $590.65万 | 0.14% | 24,857 | 1,560 | 6.7% | $37.07万 | 加仓 |
| IJR | ISHARES TR | $590.58万 | 0.14% | 47,509 | 7,700 | 19.3% | $95.72万 | 加仓 |
| TPSC | TIMOTHY PLAN | $589.16万 | 0.14% | 138,805 | -3,803 | -2.7% | -$16.14万 | 重新持有 |
| SPG | SIMON PPTY GROUP INC NEW | $579.64万 | 0.13% | 31,075 | 852 | 2.8% | $15.89万 | 加仓 |
| O | REALTY INCOME CORP | $578.73万 | 0.13% | 94,594 | 26,713 | 39.4% | $163.43万 | 加仓 |
| ISMD | NORTHERN LTS FD TR IV | $577.68万 | 0.13% | 144,528 | 139,339 | 2,685.3% | $556.94万 | 加仓 |
| AMGN | AMGEN INC | $576.86万 | 0.13% | 16,395 | -764 | -4.5% | -$26.88万 | 减仓 |
| IWM | ISHARES TR | $569.02万 | 0.13% | 22,945 | -1,927 | -7.7% | -$47.79万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $568.32万 | 0.13% | 107,678 | -20,657 | -16.1% | -$109.03万 | 减仓 |
| PAYX | PAYCHEX INC | $568.14万 | 0.13% | 61,674 | 30,694 | 99.1% | $282.75万 | 加仓 |
| VGT | VANGUARD WORLD FD | $560.09万 | 0.13% | 8,028 | -1,110 | -12.1% | -$77.44万 | 减仓 |
| TLT | ISHARES TR | $558.33万 | 0.13% | 64,405 | -212 | -0.3% | -$1.84万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $553.87万 | 0.13% | 115,678 | -2,004 | -1.7% | -$9.60万 | 减仓 |
| CORP | PIMCO ETF TR | $551.72万 | 0.13% | 56,996 | 3,671 | 6.9% | $35.53万 | 加仓 |
| APH | AMPHENOL CORP NEW | $546.56万 | 0.13% | 43,258 | 6,260 | 16.9% | $79.10万 | 加仓 |
| IWF | ISHARES TR | $545.74万 | 0.13% | 12,799 | 43 | 0.3% | $1.83万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $542.72万 | 0.13% | 8,800 | -567 | -6.1% | -$34.97万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $541.12万 | 0.13% | 64,023 | -7,609 | -10.6% | -$64.31万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $538.29万 | 0.12% | 175,452 | -8,058 | -4.4% | -$24.72万 | 减仓 |
| MRK | MERCK & CO INC | $537.54万 | 0.12% | 44,687 | -1,369 | -3.0% | -$16.47万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $533.25万 | 0.12% | 40,125 | -14,527 | -26.6% | -$193.06万 | 减仓 |
| IJH | ISHARES TR | $531.19万 | 0.12% | 78,660 | 3,839 | 5.1% | $25.92万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $521.51万 | 0.12% | 31,542 | -12,387 | -28.2% | -$204.81万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $518.00万 | 0.12% | 19,144 | 3,522 | 22.5% | $95.30万 | 加仓 |
| IDEV | ISHARES TR | $515.79万 | 0.12% | 61,719 | -2,977 | -4.6% | -$24.88万 | 减仓 |
| MUB | ISHARES TR | $514.48万 | 0.12% | 48,467 | 4,832 | 11.1% | $51.29万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $512.41万 | 0.12% | 153,117 | 69,271 | 82.6% | $231.82万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $509.08万 | 0.12% | 66,020 | 19,959 | 43.3% | $153.90万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $507.07万 | 0.12% | 12,943 | -6,587 | -33.7% | -$258.06万 | 减仓 |
| VICI | VICI PPTYS INC | $498.25万 | 0.12% | 182,376 | 60,205 | 49.3% | $164.48万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $493.69万 | 0.11% | 109,418 | -13,152 | -10.7% | -$59.34万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $491.52万 | 0.11% | 86,871 | 3,467 | 4.2% | $19.62万 | 加仓 |
| IXUS | ISHARES TR | $491.10万 | 0.11% | 56,682 | 3,834 | 7.3% | $33.22万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $486.00万 | 0.11% | 160,820 | 59,274 | 58.4% | $179.13万 | 加仓 |
| NLR | VANECK ETF TRUST | $476.15万 | 0.11% | 35,750 | 9,004 | 33.7% | $119.92万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $476.12万 | 0.11% | 79,646 | 17,644 | 28.5% | $105.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $473.58万 | 0.11% | 128,831 | -2,494 | -1.9% | -$9.17万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $468.47万 | 0.11% | 46,767 | -3,771 | -7.5% | -$37.77万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $464.16万 | 0.11% | 22,817 | 1,718 | 8.1% | $34.95万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $464.09万 | 0.11% | 21,362 | 1,659 | 8.4% | $36.04万 | 加仓 |
| — | ELEVATION SERIES TRUST | $462.64万 | 0.11% | 172,561 | -58,973 | -25.5% | -$158.11万 | 重新持有 |
| SPTS | SPDR SERIES TRUST | $462.06万 | 0.11% | 158,347 | -94,227 | -37.3% | -$274.95万 | 减仓 |
| IEI | ISHARES TR | $458.22万 | 0.11% | 38,636 | 6,642 | 20.8% | $78.77万 | 加仓 |
| VO | VANGUARD INDEX FDS | $453.31万 | 0.11% | 15,785 | 5,520 | 53.8% | $158.52万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $446.87万 | 0.10% | 90,076 | -978 | -1.1% | -$4.85万 | 减仓 |
| SHYG | ISHARES TR | $443.56万 | 0.10% | 104,835 | -13,858 | -11.7% | -$58.63万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $440.61万 | 0.10% | 59,833 | 445 | 0.7% | $3.28万 | 加仓 |
| SYSB | ISHARES TR | $437.96万 | 0.10% | 49,209 | 2,488 | 5.3% | $22.14万 | 加仓 |
| MINT | PIMCO ETF TR | $433.23万 | 0.10% | 43,078 | 4,277 | 11.0% | $43.01万 | 加仓 |
| KO | COCA COLA CO | $431.00万 | 0.10% | 56,673 | 401 | 0.7% | $3.05万 | 加仓 |
| UNP | UNION PAC CORP | $428.69万 | 0.10% | 17,669 | -639 | -3.5% | -$15.50万 | 减仓 |
| BX | BLACKSTONE INC | $426.83万 | 0.10% | 37,118 | 4,363 | 13.3% | $50.17万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $425.71万 | 0.10% | 126,964 | 14,375 | 12.8% | $48.20万 | 加仓 |
| QUS | SPDR SERIES TRUST | $423.86万 | 0.10% | 24,695 | -913 | -3.6% | -$15.67万 | 减仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $423.27万 | 0.10% | 174,150 | 3,413 | 2.0% | $8.30万 | 加仓 |
| SLV | ISHARES SILVER TR | $422.27万 | 0.10% | 61,971 | -53,578 | -46.4% | -$365.08万 | 减仓 |
| IEMG | ISHARES INC | $419.53万 | 0.10% | 60,147 | -2,476 | -4.0% | -$17.27万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $418.43万 | 0.10% | 30,023 | -647 | -2.1% | -$9.02万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $417.74万 | 0.10% | 88,730 | 8,938 | 11.2% | $42.08万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $416.45万 | 0.10% | 19,492 | -2,480 | -11.3% | -$52.99万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $416.16万 | 0.10% | 95,471 | -2,114 | -2.2% | -$9.21万 | 减仓 |