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 |
|---|---|---|---|---|---|---|---|---|
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $171.92万 | 0.04% | 54,372 | -1,301 | -2.3% | -$4.11万 | 减仓 |
| WRB | BERKLEY W R CORP | $171.52万 | 0.04% | 24,318 | 14,764 | 154.5% | $104.13万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $170.89万 | 0.04% | 38,813 | -2,580 | -6.2% | -$11.36万 | 减仓 |
| DGRO | ISHARES TR | $170.81万 | 0.04% | 22,537 | -10,686 | -32.2% | -$80.99万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $170.56万 | 0.04% | 69,476 | 12,035 | 21.0% | $29.55万 | 加仓 |
| USB | US BANCORP | $170.56万 | 0.04% | 28,239 | -9,494 | -25.2% | -$57.34万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $170.29万 | 0.04% | 69,194 | 23,000 | 49.8% | $56.60万 | 加仓 |
| MBB | ISHARES TR | $169.52万 | 0.04% | 17,934 | 155 | 0.9% | $1.47万 | 加仓 |
| MTUM | ISHARES TR | $169.01万 | 0.04% | 4,930 | 49 | 1.0% | $1.68万 | 加仓 |
| TOST | TOAST INC | $168.49万 | 0.04% | 60,565 | 14,006 | 30.1% | $38.96万 | 加仓 |
| PODD | INSULET CORP | $167.43万 | 0.04% | 10,997 | 5,631 | 104.9% | $85.73万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $167.21万 | 0.04% | 3,086 | 678 | 28.2% | $36.74万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $166.98万 | 0.04% | 11,230 | 11,230 | — | $166.98万 | 新建仓 |
| CSM | PROSHARES TR | $166.86万 | 0.04% | 19,581 | 213 | 1.1% | $1.82万 | 加仓 |
| TJX | TJX COS INC NEW | $166.82万 | 0.04% | 11,011 | -704 | -6.0% | -$10.67万 | 减仓 |
| BA | BOEING CO | $165.86万 | 0.04% | 7,662 | -72 | -0.9% | -$1.56万 | 减仓 |
| BUYW | NORTHERN LTS FD TR IV | $162.74万 | 0.04% | 112,624 | 9,080 | 8.8% | $13.12万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $161.78万 | 0.03% | 31,462 | -1,857 | -5.6% | -$9.55万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $161.23万 | 0.03% | 3,165 | -896 | -22.1% | -$45.64万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $160.98万 | 0.03% | 3,160 | -416 | -11.6% | -$21.19万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $159.99万 | 0.03% | 118,865 | -24,825 | -17.3% | -$33.41万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $159.90万 | 0.03% | 41,222 | -4,417 | -9.7% | -$17.13万 | 减仓 |
| F | FORD MTR CO | $159.13万 | 0.03% | 114,481 | -21,647 | -15.9% | -$30.09万 | 减仓 |
| — | FIS TR | $159.05万 | 0.03% | 63,640 | 63,640 | — | $159.05万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $158.27万 | 0.03% | 17,263 | 199 | 1.2% | $1.82万 | 加仓 |
| IXN | ISHARES TR | $158.16万 | 0.03% | 10,947 | -211 | -1.9% | -$3.05万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $158.01万 | 0.03% | 12,484 | -609 | -4.7% | -$7.71万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $157.99万 | 0.03% | 18,305 | -2,014 | -9.9% | -$17.38万 | 减仓 |
| MRNA | MODERNA INC | $157.53万 | 0.03% | 22,494 | 22,494 | — | $157.53万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $157.41万 | 0.03% | 69,528 | 1,370 | 2.0% | $3.10万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $157.28万 | 0.03% | 5,897 | 163 | 2.8% | $4.35万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $156.46万 | 0.03% | 46,648 | 2,828 | 6.5% | $9.49万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $155.94万 | 0.03% | 3,111 | -2,129 | -40.6% | -$106.72万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $155.83万 | 0.03% | 19,623 | -7,170 | -26.8% | -$56.94万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $155.38万 | 0.03% | 4,140 | -39 | -0.9% | -$1.46万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $155.26万 | 0.03% | 8,290 | 8,290 | — | $155.26万 | 新建仓 |
| WFC | WELLS FARGO & CO | $154.55万 | 0.03% | 18,701 | -1,877 | -9.1% | -$15.51万 | 减仓 |
| IDV | ISHARES TR | $154.30万 | 0.03% | 37,243 | 2,634 | 7.6% | $10.91万 | 加仓 |
| ESUM | STRATEGY SHS | $154.02万 | 0.03% | 50,276 | -1,367,020 | -96.5% | -$4,187.87万 | 减仓 |
| CMI | CUMMINS INC | $152.93万 | 0.03% | 2,144 | 69 | 3.3% | $4.92万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $152.73万 | 0.03% | 31,972 | -215 | -0.7% | -$1.03万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $150.52万 | 0.03% | 24,074 | -7,722 | -24.3% | -$48.28万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $150.11万 | 0.03% | 5,550 | -496 | -8.2% | -$13.42万 | 减仓 |
| HRL | HORMEL FOODS CORP | $149.73万 | 0.03% | 60,328 | -1,663 | -2.7% | -$4.13万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $148.98万 | 0.03% | 8,358 | -1,317 | -13.6% | -$23.47万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $148.18万 | 0.03% | 6,617 | -972 | -12.8% | -$21.77万 | 减仓 |
| BE | BLOOM ENERGY CORP | $147.88万 | 0.03% | 4,885 | 1,031 | 26.8% | $31.21万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $147.18万 | 0.03% | 3,701 | -182 | -4.7% | -$7.24万 | 减仓 |
| CHWY | CHEWY INC | $146.87万 | 0.03% | 74,742 | 28,750 | 62.5% | $56.49万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $146.46万 | 0.03% | 49,815 | 4,691 | 10.4% | $13.79万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $146.21万 | 0.03% | 11,749 | -2,383 | -16.9% | -$29.66万 | 减仓 |
| ECOW | PACER FDS TR | $146.11万 | 0.03% | 55,091 | 20,699 | 60.2% | $54.90万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $145.60万 | 0.03% | 24,669 | 234 | 1.0% | $1.38万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $145.15万 | 0.03% | 35,436 | 10,304 | 41.0% | $42.21万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $144.84万 | 0.03% | 2,949 | -957 | -24.5% | -$47.00万 | 减仓 |
| OKE | ONEOK INC NEW | $144.73万 | 0.03% | 16,647 | -2,593 | -13.5% | -$22.54万 | 减仓 |
| ALL | ALLSTATE CORP | $144.23万 | 0.03% | 6,062 | -1,003 | -14.2% | -$23.86万 | 减仓 |
| IFRA | ISHARES TR | $143.91万 | 0.03% | 22,829 | 873 | 4.0% | $5.50万 | 加仓 |
| QCOM | QUALCOMM INC | $143.35万 | 0.03% | 7,757 | -1,628 | -17.3% | -$30.09万 | 减仓 |
| EIX | EDISON INTL | $142.84万 | 0.03% | 19,185 | -3,438 | -15.2% | -$25.60万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $142.74万 | 0.03% | 12,425 | 3,302 | 36.2% | $37.93万 | 加仓 |
| — | GLOBAL X FDS | $142.54万 | 0.03% | 36,955 | 22,830 | 161.6% | $88.06万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $142.44万 | 0.03% | 16,365 | -4,248 | -20.6% | -$36.97万 | 减仓 |
| URA | GLOBAL X FDS | $142.07万 | 0.03% | 32,511 | 1,773 | 5.8% | $7.75万 | 加仓 |
| CERY | SPDR SERIES TRUST | $140.91万 | 0.03% | 42,149 | -27,337 | -39.3% | -$91.39万 | 减仓 |
| KHC | KRAFT HEINZ CO | $140.55万 | 0.03% | 59,505 | 9,284 | 18.5% | $21.93万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $140.42万 | 0.03% | 15,248 | -1,151 | -7.0% | -$10.60万 | 减仓 |
| CRM | SALESFORCE INC | $140.31万 | 0.03% | 8,957 | -4,273 | -32.3% | -$66.94万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $139.68万 | 0.03% | 32,378 | 2,210 | 7.3% | $9.53万 | 加仓 |
| CLS | CELESTICA INC | $135.74万 | 0.03% | 3,721 | -788 | -17.5% | -$28.75万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $135.26万 | 0.03% | 7,054 | 720 | 11.4% | $13.81万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $134.73万 | 0.03% | 71,174 | 18,926 | 36.2% | $35.83万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $134.70万 | 0.03% | 56,882 | 4,077 | 7.7% | $9.65万 | 加仓 |
| EMLC | VANECK ETF TRUST | $134.59万 | 0.03% | 52,658 | -4,590 | -8.0% | -$11.73万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $134.09万 | 0.03% | 9,801 | -1,108 | -10.2% | -$15.16万 | 减仓 |
| CMPS | COMPASS PATHWAYS PLC | $133.63万 | 0.03% | 94,439 | 94,439 | — | $133.63万 | 新建仓 |
| RNG | RINGCENTRAL INC | $133.36万 | 0.03% | 34,213 | 34,213 | — | $133.36万 | 新建仓 |
| EQL | ALPS ETF TR | $133.32万 | 0.03% | 26,426 | 1,101 | 4.3% | $5.55万 | 加仓 |
| PFFD | GLOBAL X FDS | $133.00万 | 0.03% | 71,159 | -6,467 | -8.3% | -$12.09万 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $132.88万 | 0.03% | 33,803 | 729 | 2.2% | $2.87万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $132.11万 | 0.03% | 31,700 | 5,308 | 20.1% | $22.12万 | 加仓 |
| DIS | DISNEY WALT CO | $131.88万 | 0.03% | 13,701 | -223 | -1.6% | -$2.15万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $131.77万 | 0.03% | 19,504 | -15,585 | -44.4% | -$105.29万 | 减仓 |
| QGRW | WISDOMTREE TR | $131.67万 | 0.03% | 19,941 | -1,047 | -5.0% | -$6.91万 | 减仓 |
| HYG | ISHARES TR | $131.53万 | 0.03% | 16,447 | -1,383 | -7.8% | -$11.06万 | 减仓 |
| MOAT | VANECK ETF TRUST | $130.66万 | 0.03% | 12,568 | -4,570 | -26.7% | -$47.51万 | 减仓 |
| — | UBS AG | $130.44万 | 0.03% | 9,281 | -1,587 | -14.6% | -$22.30万 | 减仓 |
| AOS | SMITH A O CORP | $130.02万 | 0.03% | 20,730 | 4,781 | 30.0% | $29.99万 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $129.41万 | 0.03% | 23,150 | 214 | 0.9% | $1.20万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $129.01万 | 0.03% | 30,189 | 10,571 | 53.9% | $45.18万 | 加仓 |
| ETN | EATON CORP PLC | $128.94万 | 0.03% | 3,026 | -58 | -1.9% | -$2.47万 | 减仓 |
| TRGP | TARGA RES CORP | $128.75万 | 0.03% | 4,802 | -1,722 | -26.4% | -$46.17万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $127.64万 | 0.03% | 31,406 | 4,447 | 16.5% | $18.07万 | 加仓 |
| WM | WASTE MGMT INC DEL | $127.28万 | 0.03% | 5,711 | 130 | 2.3% | $2.90万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $127.19万 | 0.03% | 23,266 | 957 | 4.3% | $5.23万 | 加仓 |
| EUHY | ISHARES INC | $126.46万 | 0.03% | 23,479 | -1,388 | -5.6% | -$7.48万 | 减仓 |
| WSO | WATSCO INC | $126.42万 | 0.03% | 3,034 | 267 | 9.6% | $11.13万 | 加仓 |
| EBAY | EBAY INC. | $124.69万 | 0.03% | 11,159 | 5 | 0.0% | $559 | 加仓 |
| PWR | QUANTA SVCS INC | $124.64万 | 0.03% | 1,731 | -149 | -7.9% | -$10.73万 | 减仓 |
| MGK | VANGUARD WORLD FD | $124.14万 | 0.03% | 14,122 | -408 | -2.8% | -$3.59万 | 减仓 |