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 |
|---|---|---|---|---|---|---|---|---|
| — | VANECK ETF TRUST | $274.91万 | 0.06% | 74,401 | 1,131 | 1.5% | $4.18万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $274.17万 | 0.06% | 71,064 | 36,779 | 107.3% | $141.89万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $273.62万 | 0.06% | 118,298 | -555 | -0.5% | -$1.28万 | 减仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $272.50万 | 0.06% | 36,761 | 298 | 0.8% | $2.21万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $270.35万 | 0.06% | 32,710 | 8,908 | 37.4% | $73.63万 | 加仓 |
| VLUE | ISHARES TR | $266.95万 | 0.06% | 13,360 | -267 | -2.0% | -$5.34万 | 减仓 |
| MGV | VANGUARD WORLD FD | $264.61万 | 0.06% | 16,189 | -11,776 | -42.1% | -$192.48万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $262.24万 | 0.06% | 36,342 | 4,780 | 15.1% | $34.49万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $262.19万 | 0.06% | 10,804 | 3,820 | 54.7% | $92.70万 | 加仓 |
| MCD | MCDONALDS CORP | $261.82万 | 0.06% | 9,685 | -2,987 | -23.6% | -$80.75万 | 减仓 |
| NET | CLOUDFLARE INC | $261.15万 | 0.06% | 10,647 | 3,384 | 46.6% | $83.00万 | 加仓 |
| RYLD | GLOBAL X FDS | $258.18万 | 0.06% | 161,465 | 22,511 | 16.2% | $36.00万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $251.75万 | 0.05% | 42,525 | 776 | 1.9% | $4.59万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $248.84万 | 0.05% | 60,251 | 18,838 | 45.5% | $77.80万 | 加仓 |
| SHV | ISHARES TR | $248.14万 | 0.05% | 22,487 | -1,187 | -5.0% | -$13.10万 | 减仓 |
| RL | RALPH LAUREN CORP | $247.18万 | 0.05% | 6,158 | 2,669 | 76.5% | $107.13万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $246.17万 | 0.05% | 66,068 | 9,615 | 17.0% | $35.83万 | 加仓 |
| SIL | GLOBAL X FDS | $244.16万 | 0.05% | 31,521 | 5,191 | 19.7% | $40.21万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $243.94万 | 0.05% | 93,000 | -18,956 | -16.9% | -$49.72万 | 减仓 |
| NLR | VANECK ETF TRUST | $241.65万 | 0.05% | 20,836 | -14,914 | -41.7% | -$172.97万 | 减仓 |
| FIX | COMFORT SYS USA INC | $241.41万 | 0.05% | 1,218 | 7 | 0.6% | $1.39万 | 加仓 |
| IYH | ISHARES TR | $240.88万 | 0.05% | 35,947 | 28,628 | 391.1% | $191.83万 | 加仓 |
| IEFA | ISHARES TR | $240.48万 | 0.05% | 24,900 | -709 | -2.8% | -$6.85万 | 减仓 |
| SGOV | ISHARES TR | $237.80万 | 0.05% | 23,621 | 14,685 | 164.3% | $147.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $236.50万 | 0.05% | 56,675 | -72,156 | -56.0% | -$301.10万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $235.83万 | 0.05% | 78,168 | -29 | -0.0% | -$875 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $235.69万 | 0.05% | 51,130 | 17,492 | 52.0% | $80.63万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $231.98万 | 0.05% | 68,492 | 45,637 | 199.7% | $154.57万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $226.76万 | 0.05% | 39,320 | -23,267 | -37.2% | -$134.18万 | 减仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $223.97万 | 0.05% | 111,041 | 44,401 | 66.6% | $89.56万 | 加仓 |
| DTCR | GLOBAL X FDS | $222.72万 | 0.05% | 73,338 | -4,568 | -5.9% | -$13.87万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $221.87万 | 0.05% | 6,627 | -1,707 | -20.5% | -$57.15万 | 减仓 |
| STXF | EA SERIES TRUST | $220.90万 | 0.05% | 45,734 | -5,433 | -10.6% | -$26.24万 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $219.62万 | 0.05% | 28,596 | -587 | -2.0% | -$4.51万 | 减仓 |
| IGSB | ISHARES TR | $219.14万 | 0.05% | 41,813 | -1,840 | -4.2% | -$9.64万 | 减仓 |
| AMCR | AMCOR PLC | $218.92万 | 0.05% | 50,500 | 50,500 | — | $218.92万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $217.75万 | 0.05% | 15,058 | 301 | 2.0% | $4.35万 | 加仓 |
| APP | APPLOVIN CORP | $216.29万 | 0.05% | 4,198 | -254 | -5.7% | -$13.09万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $216.29万 | 0.05% | 86,272 | 3,287 | 4.0% | $8.24万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $216.07万 | 0.05% | 52,375 | 19,089 | 57.3% | $78.75万 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $214.85万 | 0.05% | 112,605 | 43,048 | 61.9% | $82.14万 | 加仓 |
| EVRG | EVERGY INC | $214.50万 | 0.05% | 24,818 | -1,264 | -4.8% | -$10.92万 | 减仓 |
| SNA | SNAP ON INC | $214.34万 | 0.05% | 5,327 | 1,717 | 47.6% | $69.08万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $213.65万 | 0.05% | 47,122 | -1,743 | -3.6% | -$7.90万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $213.14万 | 0.05% | 91,008 | 28,152 | 44.8% | $65.93万 | 加仓 |
| TMAT | NORTHERN LTS FD TR IV | $212.51万 | 0.05% | 67,614 | -509 | -0.7% | -$1.60万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $209.99万 | 0.05% | 8,529 | 5,513 | 182.8% | $135.73万 | 加仓 |
| IWP | ISHARES TR | $209.94万 | 0.05% | 14,339 | -3,562 | -19.9% | -$52.15万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $209.72万 | 0.05% | 45,839 | -1,538 | -3.2% | -$7.04万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $208.74万 | 0.05% | 1,510 | -250 | -14.2% | -$34.56万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $208.00万 | 0.04% | 48,114 | 26,777 | 125.5% | $115.76万 | 加仓 |
| T | AT&T INC | $207.43万 | 0.04% | 100,206 | -26,109 | -20.7% | -$54.05万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $206.99万 | 0.04% | 71,997 | 927 | 1.3% | $2.67万 | 加仓 |
| URI | UNITED RENTALS INC | $206.10万 | 0.04% | 1,819 | 498 | 37.7% | $56.43万 | 加仓 |
| JUSA | J P MORGAN EXCHANGE TRADED F | $205.02万 | 0.04% | 30,520 | 30,520 | — | $205.02万 | 新建仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $202.41万 | 0.04% | 32,406 | -14 | -0.0% | -$874 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $202.36万 | 0.04% | 6,373 | 1,234 | 24.0% | $39.18万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $201.38万 | 0.04% | 18,733 | -10,211 | -35.3% | -$109.77万 | 减仓 |
| HYD | VANECK ETF TRUST | $199.32万 | 0.04% | 38,695 | 7,690 | 24.8% | $39.61万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $196.96万 | 0.04% | 27,655 | -15,737 | -36.3% | -$112.08万 | 减仓 |
| DASH | DOORDASH INC | $195.20万 | 0.04% | 10,578 | 3,637 | 52.4% | $67.11万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $195.15万 | 0.04% | 39,982 | -8,997 | -18.4% | -$43.91万 | 减仓 |
| TFLO | ISHARES TR | $195.05万 | 0.04% | 38,526 | -2,278 | -5.6% | -$11.53万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $194.63万 | 0.04% | 45,200 | -31 | -0.1% | -$1,335 | 减仓 |
| MMSI | MERIT MED SYS INC | $194.26万 | 0.04% | 28,015 | 10,470 | 59.7% | $72.60万 | 加仓 |
| — | CANARY XRP ETF | $193.77万 | 0.04% | 174,885 | 174,885 | — | $193.77万 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $193.26万 | 0.04% | 17,121 | -8,706 | -33.7% | -$98.27万 | 减仓 |
| LMUB | ISHARES TR | $192.26万 | 0.04% | 37,537 | 3,813 | 11.3% | $19.53万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $190.76万 | 0.04% | 101,090 | 31,229 | 44.7% | $58.93万 | 加仓 |
| SHY | ISHARES TR | $190.65万 | 0.04% | 23,219 | 5,808 | 33.4% | $47.69万 | 加仓 |
| WAB | WABTEC | $189.16万 | 0.04% | 7,016 | -813 | -10.4% | -$21.92万 | 减仓 |
| C | CITIGROUP INC | $188.20万 | 0.04% | 13,447 | -1,543 | -10.3% | -$21.60万 | 减仓 |
| STM | STMICROELECTRONICS N V | $187.49万 | 0.04% | 25,036 | 25,036 | — | $187.49万 | 新建仓 |
| DVY | ISHARES TR | $187.08万 | 0.04% | 11,970 | -1,588 | -11.7% | -$24.82万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $186.98万 | 0.04% | 11,306 | 1,244 | 12.4% | $20.57万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $186.45万 | 0.04% | 14,944 | -5,988 | -28.6% | -$74.71万 | 减仓 |
| EXEL | EXELIXIS INC | $186.35万 | 0.04% | 34,250 | 4,201 | 14.0% | $22.86万 | 加仓 |
| EMXC | ISHARES INC | $184.64万 | 0.04% | 18,050 | -2,253 | -11.1% | -$23.05万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $182.37万 | 0.04% | 9,748 | 4,315 | 79.4% | $80.72万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $182.25万 | 0.04% | 10,814 | 1,647 | 18.0% | $27.76万 | 加仓 |
| CME | CME GROUP INC | $181.73万 | 0.04% | 8,229 | 261 | 3.3% | $5.76万 | 加仓 |
| TQQQ | PROSHARES TR | $181.11万 | 0.04% | 22,359 | -28,836 | -56.3% | -$233.57万 | 减仓 |
| SPYI | NEOS ETF TRUST | $180.74万 | 0.04% | 34,044 | 27,791 | 444.4% | $147.54万 | 加仓 |
| INTU | INTUIT | $179.56万 | 0.04% | 6,880 | -1,931 | -21.9% | -$50.40万 | 减仓 |
| SO | SOUTHERN CO | $179.44万 | 0.04% | 18,749 | -6,171 | -24.8% | -$59.06万 | 减仓 |
| YYY | AMPLIFY ETF TR | $178.94万 | 0.04% | 155,196 | 18,333 | 13.4% | $21.14万 | 加仓 |
| CSX | CSX CORP | $178.45万 | 0.04% | 37,544 | -8,214 | -18.0% | -$39.04万 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $177.64万 | 0.04% | 14,301 | -1,458 | -9.3% | -$18.11万 | 减仓 |
| HDV | ISHARES TR | $177.50万 | 0.04% | 64,757 | -12,213 | -15.9% | -$33.48万 | 减仓 |
| ESGE | ISHARES INC | $177.24万 | 0.04% | 32,409 | -4,074 | -11.2% | -$22.28万 | 减仓 |
| QQQI | NEOS ETF TRUST | $177.01万 | 0.04% | 31,169 | 24,337 | 356.2% | $138.21万 | 加仓 |
| CTAS | CINTAS CORP | $176.79万 | 0.04% | 10,395 | -1,802 | -14.8% | -$30.65万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $175.26万 | 0.04% | 68,182 | 13,994 | 25.8% | $35.97万 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $174.16万 | 0.04% | 40,045 | -2,137 | -5.1% | -$9.29万 | 减仓 |
| PGR | PROGRESSIVE CORP | $174.07万 | 0.04% | 7,968 | 6,355 | 394.0% | $138.83万 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $173.82万 | 0.04% | 34,681 | -2,716 | -7.3% | -$13.61万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $173.47万 | 0.04% | 52,108 | 4,092 | 8.5% | $13.62万 | 加仓 |
| LQD | ISHARES TR | $173.45万 | 0.04% | 15,903 | -4,907 | -23.6% | -$53.52万 | 减仓 |
| GCOW | PACER FDS TR | $172.99万 | 0.04% | 39,951 | 15,756 | 65.1% | $68.22万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $172.21万 | 0.04% | 29,888 | -296 | -1.0% | -$1.71万 | 减仓 |