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 |
|---|---|---|---|---|---|---|---|---|
| AUSF | GLOBAL X FDS | $414.49万 | 0.10% | 85,728 | -4,223 | -4.7% | -$20.42万 | 减仓 |
| IYW | ISHARES TR | $412.65万 | 0.10% | 22,745 | 2,857 | 14.4% | $51.83万 | 加仓 |
| WMB | WILLIAMS COS INC | $408.65万 | 0.09% | 56,149 | 10,425 | 22.8% | $75.87万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $406.19万 | 0.09% | 51,242 | -6,224 | -10.8% | -$49.34万 | 减仓 |
| MGV | VANGUARD WORLD FD | $405.36万 | 0.09% | 27,965 | 4,222 | 17.8% | $61.20万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $404.70万 | 0.09% | 57,519 | -782 | -1.3% | -$5.50万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $403.77万 | 0.09% | 47,592 | -9,615 | -16.8% | -$81.57万 | 减仓 |
| GEV | GE VERNOVA INC | $403.08万 | 0.09% | 4,617 | 1,182 | 34.4% | $103.19万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $400.66万 | 0.09% | 54,779 | 3,928 | 7.7% | $28.73万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $397.38万 | 0.09% | 77,778 | 3,293 | 4.4% | $16.82万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $396.97万 | 0.09% | 13,124 | -500 | -3.7% | -$15.12万 | 减仓 |
| MCD | MCDONALDS CORP | $393.85万 | 0.09% | 12,672 | -92 | -0.7% | -$2.86万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $391.29万 | 0.09% | 39,184 | 4,612 | 13.3% | $46.05万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $388.96万 | 0.09% | 165,094 | -43,545 | -20.9% | -$102.59万 | 减仓 |
| ESGU | ISHARES TR | $387.93万 | 0.09% | 27,431 | 1,510 | 5.8% | $21.35万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $387.48万 | 0.09% | 69,378 | 51,242 | 282.5% | $286.19万 | 加仓 |
| QYLD | GLOBAL X FDS | $383.70万 | 0.09% | 223,733 | -11,711 | -5.0% | -$20.08万 | 减仓 |
| INTU | INTUIT | $380.98万 | 0.09% | 8,811 | -50 | -0.6% | -$2.16万 | 减仓 |
| OEF | ISHARES TR | $378.90万 | 0.09% | 11,912 | -104,054 | -89.7% | -$3,309.80万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $377.56万 | 0.09% | 77,164 | 398 | 0.5% | $1.95万 | 加仓 |
| CSCO | CISCO SYS INC | $373.91万 | 0.09% | 48,190 | -4,895 | -9.2% | -$37.98万 | 减仓 |
| XYLD | GLOBAL X FDS | $372.96万 | 0.09% | 95,313 | -350 | -0.4% | -$1.37万 | 减仓 |
| ORCL | ORACLE CORP | $371.72万 | 0.09% | 25,268 | -392 | -1.5% | -$5.77万 | 减仓 |
| MMM | 3M CO | $370.04万 | 0.09% | 25,479 | 3,126 | 14.0% | $45.40万 | 加仓 |
| GDX | VANECK ETF TRUST | $366.73万 | 0.09% | 39,962 | 9,849 | 32.7% | $90.38万 | 加仓 |
| T | AT&T INC | $366.19万 | 0.09% | 126,315 | -9,433 | -6.9% | -$27.35万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $366.15万 | 0.09% | 86,071 | 6,161 | 7.7% | $26.21万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $365.91万 | 0.08% | 121,686 | -49,548 | -28.9% | -$148.99万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $364.48万 | 0.08% | 15,815 | 3,875 | 32.5% | $89.31万 | 加仓 |
| IGRO | ISHARES TR | $363.77万 | 0.08% | 43,425 | -137 | -0.3% | -$1.15万 | 减仓 |
| COP | CONOCOPHILLIPS | $360.50万 | 0.08% | 27,311 | 742 | 2.8% | $9.79万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $358.88万 | 0.08% | 38,639 | 2,539 | 7.0% | $23.58万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $358.35万 | 0.08% | 72,073 | -910 | -1.2% | -$4.52万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $356.88万 | 0.08% | 70,796 | 57,337 | 426.0% | $289.04万 | 加仓 |
| EFG | ISHARES TR | $355.82万 | 0.08% | 31,949 | -2,939 | -8.4% | -$32.73万 | 减仓 |
| ILTB | ISHARES TR | $352.36万 | 0.08% | 71,940 | 3,517 | 5.1% | $17.23万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $352.30万 | 0.08% | 59,160 | 2,858 | 5.1% | $17.02万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $351.35万 | 0.08% | 41,027 | 10,139 | 32.8% | $86.83万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $347.47万 | 0.08% | 71,658 | 55,352 | 339.5% | $268.40万 | 加仓 |
| VHT | VANGUARD WORLD FD | $346.47万 | 0.08% | 12,723 | -3,708 | -22.6% | -$100.98万 | 减仓 |
| IWN | ISHARES TR | $344.38万 | 0.08% | 18,165 | 1,031 | 6.0% | $19.55万 | 加仓 |
| BAC | BANK AMERICA CORP | $343.93万 | 0.08% | 70,550 | -14,914 | -17.5% | -$72.71万 | 减仓 |
| EOG | EOG RES INC | $343.09万 | 0.08% | 23,732 | 318 | 1.4% | $4.60万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $342.36万 | 0.08% | 69,290 | -3,333 | -4.6% | -$16.47万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $338.92万 | 0.08% | 67,339 | -5,880 | -8.0% | -$29.59万 | 减仓 |
| LDUR | PIMCO ETF TR | $338.16万 | 0.08% | 35,292 | 3,661 | 11.6% | $35.08万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $337.31万 | 0.08% | 84,901 | 294 | 0.3% | $1.17万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $336.99万 | 0.08% | 84,649 | 10,192 | 13.7% | $40.57万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $335.97万 | 0.08% | 44,357 | -1,337 | -2.9% | -$10.13万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $335.75万 | 0.08% | 46,580 | 3,240 | 7.5% | $23.35万 | 加仓 |
| ICVT | ISHARES TR | $331.89万 | 0.08% | 32,606 | -10,004 | -23.5% | -$101.83万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $328.72万 | 0.08% | 61,563 | -1,071 | -1.7% | -$5.72万 | 减仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $325.63万 | 0.08% | 111,364 | 61,640 | 124.0% | $180.23万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $325.29万 | 0.08% | 9,626 | -179 | -1.8% | -$6.05万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $325.16万 | 0.08% | 70,487 | 9,904 | 16.3% | $45.69万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $321.80万 | 0.07% | 67,492 | -1,171 | -1.7% | -$5.58万 | 减仓 |
| STIP | ISHARES TR | $318.77万 | 0.07% | 30,820 | -7,992 | -20.6% | -$82.66万 | 减仓 |
| IWO | ISHARES TR | $317.38万 | 0.07% | 10,114 | 109 | 1.1% | $3.42万 | 加仓 |
| MRSK | NORTHERN LIGHTS FD TR | $314.72万 | 0.07% | 89,061 | 12,701 | 16.6% | $44.88万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $313.15万 | 0.07% | 61,875 | 3,513 | 6.0% | $17.78万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $305.07万 | 0.07% | 34,659 | 34,659 | — | $305.07万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $302.79万 | 0.07% | 30,995 | 11,840 | 61.8% | $115.66万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $302.42万 | 0.07% | 62,587 | 797 | 1.3% | $3.85万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $302.23万 | 0.07% | 46,496 | -5,824 | -11.1% | -$37.86万 | 减仓 |
| USFR | WISDOMTREE TR | $297.26万 | 0.07% | 59,049 | -24,821 | -29.6% | -$124.95万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $296.85万 | 0.07% | 68,858 | -10,616 | -13.4% | -$45.77万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $294.75万 | 0.07% | 59,703 | -13,939 | -18.9% | -$68.82万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $294.44万 | 0.07% | 111,956 | -43,351 | -27.9% | -$114.01万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $291.88万 | 0.07% | 52,728 | -2,921 | -5.2% | -$16.17万 | 减仓 |
| PFF | ISHARES TR | $289.36万 | 0.07% | 95,436 | 5,457 | 6.1% | $16.55万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $287.36万 | 0.07% | 32,485 | -1,399 | -4.1% | -$12.38万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.07% | 4 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $285.43万 | 0.07% | 6,721 | -485 | -6.7% | -$20.60万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $284.75万 | 0.07% | 28,944 | 1,633 | 6.0% | $16.07万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $283.53万 | 0.07% | 118,234 | 118,234 | — | $283.53万 | 新建仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $283.22万 | 0.07% | 43,392 | 345 | 0.8% | $2.25万 | 加仓 |
| MUNI | PIMCO ETF TR | $283.15万 | 0.07% | 54,253 | 13,472 | 33.0% | $70.31万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $281.01万 | 0.07% | 25,348 | 2,335 | 10.1% | $25.89万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $280.23万 | 0.07% | 14,132 | -1,634 | -10.4% | -$32.40万 | 减仓 |
| MINO | PIMCO ETF TR | $279.65万 | 0.06% | 61,911 | 29,453 | 90.7% | $133.04万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $278.92万 | 0.06% | 17,398 | -4,322 | -19.9% | -$69.29万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $278.63万 | 0.06% | 22,694 | -1,946 | -7.9% | -$23.89万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $278.52万 | 0.06% | 50,787 | 13,584 | 36.5% | $74.49万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $277.13万 | 0.06% | 78,197 | -29,616 | -27.5% | -$104.96万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $277.06万 | 0.06% | 4,061 | -267 | -6.2% | -$18.22万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $275.98万 | 0.06% | 118,853 | 781 | 0.7% | $1.81万 | 加仓 |
| WELL | WELLTOWER INC | $273.66万 | 0.06% | 13,841 | -481 | -3.4% | -$9.51万 | 减仓 |
| ASML | ASML HOLDING N V | $273.47万 | 0.06% | 2,070 | -222 | -9.7% | -$29.33万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $271.56万 | 0.06% | 156,792 | 138,022 | 735.3% | $239.05万 | 加仓 |
| QLTA | ISHARES TR | $269.20万 | 0.06% | 56,567 | -14,117 | -20.0% | -$67.18万 | 减仓 |
| GIS | GENERAL MLS INC | $267.51万 | 0.06% | 71,873 | 16,184 | 29.1% | $60.24万 | 加仓 |
| TXN | TEXAS INSTRS INC | $267.44万 | 0.06% | 13,775 | -484 | -3.4% | -$9.40万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $266.97万 | 0.06% | 25,827 | 2,488 | 10.7% | $25.72万 | 加仓 |
| IEF | ISHARES TR | $266.00万 | 0.06% | 27,871 | 530 | 1.9% | $5.06万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $263.12万 | 0.06% | 34,994 | 20,764 | 145.9% | $156.12万 | 加仓 |
| SHV | ISHARES TR | $261.34万 | 0.06% | 23,674 | -10,249 | -30.2% | -$113.14万 | 减仓 |
| PAVE | GLOBAL X FDS | $259.00万 | 0.06% | 50,974 | 4,397 | 9.4% | $22.34万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $258.19万 | 0.06% | 57,313 | 8,635 | 17.7% | $38.90万 | 重新持有 |
| FISR | SSGA ACTIVE TR | $258.15万 | 0.06% | 100,370 | 27,098 | 37.0% | $69.70万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $257.57万 | 0.06% | 5,240 | 202 | 4.0% | $9.93万 | 加仓 |