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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $843.38万 | 0.18% | 22,567 | -1,820 | -7.5% | -$68.02万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $836.19万 | 0.18% | 73,550 | 1,393 | 1.9% | $15.84万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $824.43万 | 0.18% | 69,286 | -21,017 | -23.3% | -$250.08万 | 减仓 |
| VGT | VANGUARD WORLD FD | $816.89万 | 0.18% | 68,347 | 4,123 | 6.4% | $49.28万 | 加仓 |
| HD | HOME DEPOT INC | $811.79万 | 0.18% | 23,018 | 84 | 0.4% | $2.96万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $810.03万 | 0.17% | 8,659 | 946 | 12.3% | $88.50万 | 加仓 |
| IWM | ISHARES TR | $805.99万 | 0.17% | 26,827 | 3,882 | 16.9% | $116.63万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $801.35万 | 0.17% | 19,280 | 136 | 0.7% | $5.65万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $794.55万 | 0.17% | 50,079 | -1,752 | -3.4% | -$27.80万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $786.73万 | 0.17% | 30,977 | -3,063 | -9.0% | -$77.79万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $780.05万 | 0.17% | 40,943 | 818 | 2.0% | $15.58万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $742.27万 | 0.16% | 311,223 | -298 | -0.1% | -$7,107 | 减仓 |
| DE | DEERE & CO | $741.80万 | 0.16% | 11,694 | 93 | 0.8% | $5.90万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $741.62万 | 0.16% | 109,740 | -72,886 | -39.9% | -$492.56万 | 减仓 |
| USHY | ISHARES TR | $716.84万 | 0.15% | 193,635 | 19,767 | 11.4% | $73.18万 | 加仓 |
| NFLX | NETFLIX INC. | $705.08万 | 0.15% | 98,751 | -24,384 | -19.8% | -$174.10万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $704.69万 | 0.15% | 6,967 | -451 | -6.1% | -$45.62万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $694.41万 | 0.15% | 28,578 | 7,216 | 33.8% | $175.34万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $694.31万 | 0.15% | 205,173 | -11,174 | -5.2% | -$37.81万 | 减仓 |
| GLDM | WORLD GOLD TR | $680.49万 | 0.15% | 85,682 | -24,215 | -22.0% | -$192.32万 | 减仓 |
| IJR | ISHARES TR | $680.07万 | 0.15% | 45,855 | -1,654 | -3.5% | -$24.53万 | 减仓 |
| APH | AMPHENOL CORP | $680.03万 | 0.15% | 38,568 | -4,690 | -10.8% | -$82.69万 | 减仓 |
| IYW | ISHARES TR | $665.15万 | 0.14% | 26,370 | 3,625 | 15.9% | $91.44万 | 加仓 |
| O | REALTY INCOME CORP | $658.85万 | 0.14% | 106,334 | 11,740 | 12.4% | $72.74万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $655.26万 | 0.14% | 162,635 | 5,767 | 3.7% | $23.24万 | 加仓 |
| PAYX | PAYCHEX INC | $649.61万 | 0.14% | 66,064 | 4,390 | 7.1% | $43.17万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $649.24万 | 0.14% | 9,231 | 431 | 4.9% | $30.31万 | 加仓 |
| INTC | INTEL CORP | $648.75万 | 0.14% | 46,462 | -1,718 | -3.6% | -$23.99万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $641.80万 | 0.14% | 151,581 | -21,926 | -12.6% | -$92.83万 | 减仓 |
| GEV | GE VERNOVA INC | $627.66万 | 0.14% | 5,342 | 725 | 15.7% | $85.18万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $626.88万 | 0.14% | 75,464 | -2,248 | -2.9% | -$18.67万 | 减仓 |
| QUAL | ISHARES TR | $626.00万 | 0.14% | 28,528 | -135,414 | -82.6% | -$2,971.44万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $623.92万 | 0.13% | 251,782 | 86,688 | 52.5% | $214.81万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $621.41万 | 0.13% | 118,026 | 1,404 | 1.2% | $7.39万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $619.02万 | 0.13% | 72,409 | 6,389 | 9.7% | $54.62万 | 加仓 |
| IWF | ISHARES TR | $616.01万 | 0.13% | 49,610 | -1,586 | -3.1% | -$19.69万 | 减仓 |
| IJH | ISHARES TR | $615.54万 | 0.13% | 79,826 | 1,166 | 1.5% | $8.99万 | 加仓 |
| SHYG | ISHARES TR | $596.29万 | 0.13% | 140,602 | 35,767 | 34.1% | $151.69万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $587.35万 | 0.13% | 19,717 | 7,853 | 66.2% | $233.93万 | 加仓 |
| VICI | VICI PPTYS INC | $585.15万 | 0.13% | 220,396 | 38,020 | 20.8% | $100.94万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $576.46万 | 0.12% | 47,476 | 709 | 1.5% | $8.61万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $574.90万 | 0.12% | 12,038 | 2,412 | 25.1% | $115.19万 | 加仓 |
| PMBS | PIMCO ETF TR | $573.08万 | 0.12% | 116,054 | -4,319 | -3.6% | -$21.33万 | 减仓 |
| MUB | ISHARES TR | $571.88万 | 0.12% | 53,139 | 4,672 | 9.6% | $50.28万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $571.02万 | 0.12% | 31,564 | 22 | 0.1% | $3,980 | 加仓 |
| IXUS | ISHARES TR | $568.24万 | 0.12% | 59,539 | 2,857 | 5.0% | $27.27万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $567.88万 | 0.12% | 11,057 | -792 | -6.7% | -$40.68万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $564.40万 | 0.12% | 104,480 | -3,198 | -3.0% | -$17.28万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $564.23万 | 0.12% | 177,935 | 2,483 | 1.4% | $7.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $562.19万 | 0.12% | 33,916 | -4,046 | -10.7% | -$67.07万 | 减仓 |
| RTX | RTX CORPORATION | $559.99万 | 0.12% | 29,515 | -16,311 | -35.6% | -$309.47万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $559.97万 | 0.12% | 94,943 | 35,783 | 60.5% | $211.05万 | 加仓 |
| PFE | PFIZER INC | $558.90万 | 0.12% | 232,102 | 10,775 | 4.9% | $25.95万 | 加仓 |
| AMGN | AMGEN INC | $557.70万 | 0.12% | 15,401 | -994 | -6.1% | -$35.99万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $551.66万 | 0.12% | 203,939 | 168,423 | 474.2% | $455.59万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $550.05万 | 0.12% | 55,792 | -8,231 | -12.9% | -$81.15万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $545.17万 | 0.12% | 46,728 | -11,611 | -19.9% | -$135.46万 | 减仓 |
| KLAC | KLA CORP | $540.48万 | 0.12% | 17,914 | 4,014 | 28.9% | $121.10万 | 加仓 |
| MRK | MERCK & CO INC | $536.12万 | 0.12% | 41,721 | -2,966 | -6.6% | -$38.11万 | 减仓 |
| CORP | PIMCO ETF TR | $534.68万 | 0.12% | 55,179 | -1,817 | -3.2% | -$17.61万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $531.14万 | 0.11% | 172,638 | 104,568 | 153.6% | $321.71万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $528.06万 | 0.11% | 111,876 | 89,793 | 406.6% | $423.82万 | 加仓 |
| TLT | ISHARES TR | $525.80万 | 0.11% | 60,843 | -3,562 | -5.5% | -$30.78万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $518.03万 | 0.11% | 79,868 | -66,882 | -45.6% | -$433.80万 | 减仓 |
| TXN | TEXAS INSTRS INC | $517.95万 | 0.11% | 17,377 | 3,602 | 26.1% | $107.36万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $514.98万 | 0.11% | 247,705 | 247,705 | — | $514.98万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $510.25万 | 0.11% | 18,978 | 3,163 | 20.0% | $85.04万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $507.66万 | 0.11% | 11,767 | 2,305 | 24.4% | $99.44万 | 加仓 |
| UNP | UNION PAC CORP | $501.84万 | 0.11% | 18,450 | 781 | 4.4% | $21.24万 | 加仓 |
| IDEV | ISHARES TR | $491.74万 | 0.11% | 55,246 | -6,473 | -10.5% | -$57.62万 | 减仓 |
| BX | BLACKSTONE INC | $488.83万 | 0.11% | 41,543 | 4,425 | 11.9% | $52.07万 | 加仓 |
| QYLD | GLOBAL X FDS | $485.20万 | 0.10% | 263,269 | 39,536 | 17.7% | $72.86万 | 加仓 |
| IEMG | ISHARES INC | $479.84万 | 0.10% | 57,923 | -2,224 | -3.7% | -$18.42万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $476.57万 | 0.10% | 92,038 | -49,044 | -34.8% | -$253.95万 | 减仓 |
| VO | VANGUARD INDEX FDS | $475.81万 | 0.10% | 59,055 | -4,085 | -6.5% | -$32.91万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $472.36万 | 0.10% | 150,052 | 70,815 | 89.4% | $222.93万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $471.09万 | 0.10% | 40,168 | 20,643 | 105.7% | $242.10万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $468.83万 | 0.10% | 13,748 | -3,650 | -21.0% | -$124.47万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $463.60万 | 0.10% | 44,988 | 5,804 | 14.8% | $59.81万 | 加仓 |
| SYSB | ISHARES TR | $462.19万 | 0.10% | 52,097 | 2,888 | 5.9% | $25.62万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $460.97万 | 0.10% | 83,539 | 30,811 | 58.4% | $170.02万 | 加仓 |
| CSCO | CISCO SYS INC | $460.58万 | 0.10% | 39,211 | -8,979 | -18.6% | -$105.47万 | 减仓 |
| USMV | ISHARES TR | $458.57万 | 0.10% | 47,540 | -79,468 | -62.6% | -$766.55万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $458.27万 | 0.10% | 90,945 | -98,431 | -52.0% | -$495.99万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $455.03万 | 0.10% | 49,485 | 8,458 | 20.6% | $77.77万 | 加仓 |
| ASML | ASML HLDG NV | $450.50万 | 0.10% | 2,264 | 194 | 9.4% | $38.60万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $450.40万 | 0.10% | 54,940 | 8,360 | 17.9% | $68.54万 | 加仓 |
| SOXX | ISHARES TR | $449.04万 | 0.10% | 7,008 | 2,996 | 74.7% | $191.97万 | 加仓 |
| XYLD | GLOBAL X FDS | $447.58万 | 0.10% | 109,728 | 14,415 | 15.1% | $58.80万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $443.96万 | 0.10% | 60,476 | 643 | 1.1% | $4.72万 | 加仓 |
| MMM | 3M CO | $443.18万 | 0.10% | 27,371 | 1,892 | 7.4% | $30.63万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $442.86万 | 0.10% | 102,896 | 102,896 | — | $442.86万 | 新建仓 |
| WMB | WILLIAMS COS INC | $440.41万 | 0.10% | 59,242 | 3,093 | 5.5% | $22.99万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $435.18万 | 0.09% | 136,121 | 9,157 | 7.2% | $29.27万 | 加仓 |
| ESGU | ISHARES TR | $435.02万 | 0.09% | 26,579 | -852 | -3.1% | -$13.94万 | 减仓 |
| PEP | PEPSICO INC | $431.69万 | 0.09% | 31,883 | -17,412 | -35.3% | -$235.76万 | 减仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $431.51万 | 0.09% | 179,571 | 5,421 | 3.1% | $13.03万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $430.67万 | 0.09% | 76,631 | 67,853 | 773.0% | $381.33万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $429.55万 | 0.09% | 77,461 | -317 | -0.4% | -$1.76万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $428.29万 | 0.09% | 71,442 | 53,252 | 292.8% | $319.25万 | 加仓 |