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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $426.13万 | 0.09% | 52,433 | -4,240 | -7.5% | -$34.46万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $420.78万 | 0.09% | 79,875 | 10,585 | 15.3% | $55.76万 | 加仓 |
| COP | CONOCOPHILLIPS | $417.20万 | 0.09% | 40,130 | 12,819 | 46.9% | $133.27万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $416.87万 | 0.09% | 84,591 | -1,480 | -1.7% | -$7.29万 | 减仓 |
| NOW | SERVICENOW INC | $416.73万 | 0.09% | 41,975 | 17,961 | 74.8% | $178.32万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $415.70万 | 0.09% | 52,600 | 1,358 | 2.7% | $10.73万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $413.61万 | 0.09% | 55,222 | 443 | 0.8% | $3.32万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $411.59万 | 0.09% | 12,168 | -956 | -7.3% | -$32.34万 | 减仓 |
| MINT | PIMCO ETF TR | $411.41万 | 0.09% | 40,810 | -2,268 | -5.3% | -$22.86万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $409.26万 | 0.09% | 11,191 | 7,987 | 249.3% | $292.09万 | 加仓 |
| GLW | CORNING INC | $407.96万 | 0.09% | 15,972 | 2,834 | 21.6% | $72.39万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $407.64万 | 0.09% | 55,236 | -2,283 | -4.0% | -$16.85万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $404.88万 | 0.09% | 139,565 | -18,782 | -11.9% | -$54.49万 | 减仓 |
| IEI | ISHARES TR | $404.72万 | 0.09% | 34,459 | -4,177 | -10.8% | -$49.06万 | 减仓 |
| AGG | ISHARES TR | $403.52万 | 0.09% | 40,768 | -22,330 | -35.4% | -$221.02万 | 减仓 |
| PFF | ISHARES TR | $401.96万 | 0.09% | 131,833 | 36,397 | 38.1% | $110.97万 | 加仓 |
| QUS | SPDR SERIES TRUST | $401.09万 | 0.09% | 21,465 | -3,230 | -13.1% | -$60.36万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $400.86万 | 0.09% | 65,737 | -3,641 | -5.2% | -$22.20万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $399.67万 | 0.09% | 80,757 | 10,270 | 14.6% | $50.83万 | 加仓 |
| — | FIS TR | $398.34万 | 0.09% | 107,144 | 107,144 | — | $398.34万 | 新建仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $396.84万 | 0.09% | 90,997 | -4,474 | -4.7% | -$19.51万 | 减仓 |
| MRSK | NORTHERN LIGHTS FD TR | $391.63万 | 0.08% | 101,434 | 12,373 | 13.9% | $47.77万 | 加仓 |
| SNDK | SANDISK CORP | $390.83万 | 0.08% | 1,719 | 908 | 112.0% | $206.44万 | 加仓 |
| MCK | MCKESSON CORP | $389.28万 | 0.08% | 5,152 | -1,728 | -25.1% | -$130.57万 | 减仓 |
| IWN | ISHARES TR | $389.21万 | 0.08% | 17,595 | -570 | -3.1% | -$12.61万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $388.38万 | 0.08% | 47,082 | 2,725 | 6.1% | $22.48万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $387.00万 | 0.08% | 87,895 | 59,618 | 210.8% | $262.50万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $386.81万 | 0.08% | 82,405 | -6,325 | -7.1% | -$29.69万 | 减仓 |
| VHT | VANGUARD WORLD FD | $385.16万 | 0.08% | 12,881 | 158 | 1.2% | $4.72万 | 加仓 |
| JNK | SPDR SERIES TRUST | $384.09万 | 0.08% | 39,856 | 21,218 | 113.8% | $204.48万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $383.54万 | 0.08% | 63,093 | -23,778 | -27.4% | -$144.55万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $382.56万 | 0.08% | 71,360 | 11,657 | 19.5% | $62.49万 | 加仓 |
| ORCL | ORACLE CORP | $382.09万 | 0.08% | 26,072 | 804 | 3.2% | $11.78万 | 加仓 |
| IWO | ISHARES TR | $381.26万 | 0.08% | 9,678 | -436 | -4.3% | -$17.18万 | 减仓 |
| SNOW | SNOWFLAKE INC | $379.66万 | 0.08% | 14,918 | 5,581 | 59.8% | $142.04万 | 加仓 |
| AUSF | GLOBAL X FDS | $378.64万 | 0.08% | 77,494 | -8,234 | -9.6% | -$40.23万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $376.52万 | 0.08% | 68,347 | -2,449 | -3.5% | -$13.49万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $376.02万 | 0.08% | 88,019 | 3,370 | 4.0% | $14.40万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $375.42万 | 0.08% | 78,622 | -37,056 | -32.0% | -$176.94万 | 减仓 |
| BAC | BANK AMERICA CORP | $373.63万 | 0.08% | 65,573 | -4,977 | -7.1% | -$28.36万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $373.48万 | 0.08% | 34,862 | 9,514 | 37.5% | $101.92万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $373.06万 | 0.08% | 110,274 | 30,657 | 38.5% | $103.71万 | 加仓 |
| ILTB | ISHARES TR | $369.79万 | 0.08% | 75,082 | 3,142 | 4.4% | $15.47万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $364.68万 | 0.08% | 6,505 | -216 | -3.2% | -$12.11万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $364.22万 | 0.08% | 40,832 | -6,760 | -14.2% | -$60.30万 | 减仓 |
| EFG | ISHARES TR | $363.11万 | 0.08% | 29,185 | -2,764 | -8.7% | -$34.39万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $361.38万 | 0.08% | 77,316 | 67,401 | 679.8% | $315.03万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $360.16万 | 0.08% | 70,688 | 70,688 | — | $360.16万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $357.49万 | 0.08% | 28,296 | -1,727 | -5.8% | -$21.82万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $356.98万 | 0.08% | 86,666 | 54,664 | 170.8% | $225.16万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $355.33万 | 0.08% | 58,937 | 8,150 | 16.0% | $49.14万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $354.62万 | 0.08% | 35,784 | 1,125 | 3.2% | $11.15万 | 加仓 |
| CWB | SPDR SERIES TRUST | $349.45万 | 0.08% | 32,411 | 6,219 | 23.7% | $67.05万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $349.20万 | 0.08% | 110,058 | 110,058 | — | $349.20万 | 新建仓 |
| PSX | PHILLIPS 66 | $348.49万 | 0.08% | 20,615 | 14,150 | 218.9% | $239.20万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $348.39万 | 0.08% | 32,280 | 1,285 | 4.1% | $13.87万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $346.24万 | 0.07% | 57,967 | -21,679 | -27.2% | -$129.49万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $343.91万 | 0.07% | 25,809 | 3,903 | 17.8% | $52.01万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $342.57万 | 0.07% | 38,021 | 3,027 | 8.7% | $27.27万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $342.04万 | 0.07% | 82,918 | -94,853 | -53.4% | -$391.27万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $339.89万 | 0.07% | 20,972 | -14,486 | -40.9% | -$234.77万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $339.66万 | 0.07% | 86,055 | 1,154 | 1.4% | $4.55万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $338.67万 | 0.07% | 19,936 | -2,758 | -12.2% | -$46.85万 | 减仓 |
| LDUR | PIMCO ETF TR | $335.98万 | 0.07% | 35,140 | -152 | -0.4% | -$1.45万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $333.30万 | 0.07% | 36,711 | 19,844 | 117.6% | $180.17万 | 加仓 |
| EFV | ISHARES TR | $333.27万 | 0.07% | 43,536 | -162,757 | -78.9% | -$1,245.90万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $332.93万 | 0.07% | 37,932 | -707 | -1.8% | -$6.21万 | 减仓 |
| EME | EMCOR GROUP INC | $332.57万 | 0.07% | 4,007 | 808 | 25.3% | $67.06万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $332.15万 | 0.07% | 17,932 | 2,924 | 19.5% | $54.16万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $329.71万 | 0.07% | 4,320 | -432 | -9.1% | -$32.97万 | 减仓 |
| IGRO | ISHARES TR | $327.92万 | 0.07% | 37,294 | -6,131 | -14.1% | -$53.91万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $324.89万 | 0.07% | 61,578 | -15,586 | -20.2% | -$82.23万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $322.14万 | 0.07% | 29,346 | 3,499 | 13.5% | $38.41万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $321.37万 | 0.07% | 63,212 | -26,864 | -29.8% | -$136.58万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $320.83万 | 0.07% | 5,023 | 1,722 | 52.2% | $109.99万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $320.54万 | 0.07% | 69,068 | 210 | 0.3% | $9,746 | 加仓 |
| WELL | WELLTOWER INC | $320.24万 | 0.07% | 14,109 | 268 | 1.9% | $6.08万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $320.05万 | 0.07% | 106,648 | -15,038 | -12.4% | -$45.13万 | 减仓 |
| USFR | WISDOMTREE TR | $318.69万 | 0.07% | 63,295 | 4,246 | 7.2% | $21.38万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $313.96万 | 0.07% | 121,033 | -39,787 | -24.7% | -$103.21万 | 减仓 |
| MINO | PIMCO ETF TR | $312.49万 | 0.07% | 68,289 | 6,378 | 10.3% | $29.19万 | 加仓 |
| — | ZACKS TRUST | $309.36万 | 0.07% | 97,345 | -127,576 | -56.7% | -$405.44万 | 减仓 |
| PAVE | GLOBAL X FDS | $308.81万 | 0.07% | 52,412 | 1,438 | 2.8% | $8.47万 | 加仓 |
| GIS | GENERAL MILLS INC | $305.57万 | 0.07% | 87,809 | 15,936 | 22.2% | $55.46万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $304.89万 | 0.07% | 38,953 | 9,532 | 32.4% | $74.61万 | 加仓 |
| GDX | VANECK ETF TRUST | $304.07万 | 0.07% | 40,302 | 340 | 0.9% | $2.57万 | 加仓 |
| IEF | ISHARES TR | $300.52万 | 0.06% | 31,778 | 3,907 | 14.0% | $36.95万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.06% | 4 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $298.58万 | 0.06% | 55,841 | -6,130 | -9.9% | -$32.78万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $296.12万 | 0.06% | 31,712 | -773 | -2.4% | -$7.22万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $290.36万 | 0.06% | 57,417 | -4,458 | -7.2% | -$22.54万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $287.53万 | 0.06% | 14,551 | 8,588 | 144.0% | $169.70万 | 加仓 |
| FRDM | EA SERIES TRUST | $285.94万 | 0.06% | 39,223 | 5,139 | 15.1% | $37.46万 | 加仓 |
| SHOP | SHOPIFY INC | $283.11万 | 0.06% | 24,795 | 7,010 | 39.4% | $80.04万 | 加仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $281.13万 | 0.06% | 94,370 | -16,994 | -15.3% | -$50.63万 | 减仓 |
| EOG | EOG RES INC | $278.68万 | 0.06% | 21,482 | -2,250 | -9.5% | -$29.19万 | 减仓 |
| DDOG | DATADOG INC | $277.70万 | 0.06% | 10,666 | 3,804 | 55.4% | $99.04万 | 加仓 |
| MUNI | PIMCO ETF TR | $275.98万 | 0.06% | 52,468 | -1,785 | -3.3% | -$9.39万 | 减仓 |
| OEF | ISHARES TR | $275.98万 | 0.06% | 7,543 | -4,369 | -36.7% | -$159.85万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $275.66万 | 0.06% | 65,322 | 5,088 | 8.4% | $21.47万 | 加仓 |