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 |
|---|---|---|---|---|---|---|---|---|
| TIP | ISHARES TR | $124.09万 | 0.03% | 11,340 | -940 | -7.7% | -$10.29万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $123.49万 | 0.03% | 44,581 | 2,490 | 5.9% | $6.90万 | 加仓 |
| IBTH | ISHARES TR | $123.48万 | 0.03% | 55,200 | -48,450 | -46.7% | -$108.38万 | 减仓 |
| DIVB | ISHARES TR | $123.31万 | 0.03% | 20,018 | 1,130 | 6.0% | $6.96万 | 加仓 |
| IGEB | ISHARES TR | $123.29万 | 0.03% | 27,331 | 3,408 | 14.2% | $15.37万 | 加仓 |
| SYK | STRYKER CORPORATION | $123.14万 | 0.03% | 3,911 | 87 | 2.3% | $2.74万 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $122.83万 | 0.03% | 19,229 | -2,338 | -10.8% | -$14.94万 | 减仓 |
| DG | DOLLAR GEN CORP | $122.60万 | 0.03% | 10,651 | -1,247 | -10.5% | -$14.35万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $122.47万 | 0.03% | 13,631 | 1,407 | 11.5% | $12.64万 | 加仓 |
| SECU | BLACKROCK ETF TRUST II | $122.47万 | 0.03% | 24,563 | 24,563 | — | $122.47万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $122.22万 | 0.03% | 40,469 | -6,747 | -14.3% | -$20.38万 | 减仓 |
| WTV | WISDOMTREE TR | $122.17万 | 0.03% | 12,010 | -6,637 | -35.6% | -$67.51万 | 减仓 |
| ALAB | ASTERA LABS INC | $122.01万 | 0.03% | 2,526 | -667 | -20.9% | -$32.22万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $121.72万 | 0.03% | 23,018 | 320 | 1.4% | $1.69万 | 加仓 |
| IXC | ISHARES TR | $121.25万 | 0.03% | 24,680 | 3,419 | 16.1% | $16.80万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $120.69万 | 0.03% | 32,833 | 3,426 | 11.7% | $12.59万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $120.40万 | 0.03% | 23,803 | 2,356 | 11.0% | $11.92万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $120.37万 | 0.03% | 13,046 | -5,687 | -30.4% | -$52.47万 | 减仓 |
| ET | ENERGY TRANSFER L P | $120.27万 | 0.03% | 62,900 | 17,879 | 39.7% | $34.18万 | 加仓 |
| AVY | AVERY DENNISON CORP | $120.14万 | 0.03% | 7,400 | 1,408 | 23.5% | $22.86万 | 加仓 |
| IGV | ISHARES TR | $119.81万 | 0.03% | 13,224 | -3,436 | -20.6% | -$31.13万 | 减仓 |
| REMX | VANECK ETF TRUST | $119.26万 | 0.03% | 13,476 | -1,275 | -8.6% | -$11.28万 | 减仓 |
| HYGV | FLEXSHARES TR | $119.21万 | 0.03% | 29,609 | 3,378 | 12.9% | $13.60万 | 加仓 |
| VST | VISTRA CORP | $118.92万 | 0.03% | 7,496 | 454 | 6.4% | $7.20万 | 加仓 |
| SJM | SMUCKER J M CO | $117.65万 | 0.03% | 10,458 | 180 | 1.8% | $2.02万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $117.52万 | 0.03% | 26,499 | -23 | -0.1% | -$1,020 | 减仓 |
| CF | CF INDUSTRIES HOLD | $117.31万 | 0.03% | 10,836 | -3,371 | -23.7% | -$36.49万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $117.03万 | 0.03% | 18,468 | 45 | 0.2% | $2,852 | 加仓 |
| JSML | JANUS DETROIT STR TR | $116.74万 | 0.03% | 12,545 | 2,631 | 26.5% | $24.48万 | 加仓 |
| RKLB | ROCKET LAB CORP | $116.66万 | 0.03% | 11,477 | 784 | 7.3% | $7.97万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $115.59万 | 0.02% | 45,101 | 45,101 | — | $115.59万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $115.50万 | 0.02% | 9,037 | -632 | -6.5% | -$8.08万 | 减仓 |
| ITA | ISHARES TR | $115.29万 | 0.02% | 4,756 | -1,439 | -23.2% | -$34.88万 | 减仓 |
| ADI | ANALOG DEVICES INC | $114.65万 | 0.02% | 2,887 | 589 | 25.6% | $23.39万 | 加仓 |
| FISR | SSGA ACTIVE TR | $114.26万 | 0.02% | 44,545 | -55,825 | -55.6% | -$143.19万 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $112.88万 | 0.02% | 15,610 | -3,145 | -16.8% | -$22.74万 | 减仓 |
| SANM | SANMINA CORP | $112.60万 | 0.02% | 4,449 | -1,314 | -22.8% | -$33.25万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $112.41万 | 0.02% | 4,585 | 1,027 | 28.9% | $25.18万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $112.20万 | 0.02% | 8,338 | -1,014 | -10.8% | -$13.64万 | 减仓 |
| IJJ | ISHARES TR | $112.09万 | 0.02% | 7,587 | -46 | -0.6% | -$6,796 | 减仓 |
| — | INNOVATOR ETFS TRUST | $111.55万 | 0.02% | 34,027 | -7,776 | -18.6% | -$25.49万 | 减仓 |
| AIQ | GLOBAL X FDS | $111.39万 | 0.02% | 16,978 | -739 | -4.2% | -$4.85万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $111.12万 | 0.02% | 59,967 | -9,788 | -14.0% | -$18.14万 | 减仓 |
| IWD | ISHARES TR | $111.06万 | 0.02% | 4,581 | -5,714 | -55.5% | -$138.52万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $110.57万 | 0.02% | 6,159 | -110 | -1.8% | -$1.97万 | 减仓 |
| IJK | ISHARES TR | $110.23万 | 0.02% | 9,381 | -12,013 | -56.2% | -$141.16万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $110.07万 | 0.02% | 8,917 | -1,442 | -13.9% | -$17.80万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $109.75万 | 0.02% | 13,283 | 683 | 5.4% | $5.64万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $109.65万 | 0.02% | 19,991 | 875 | 4.6% | $4.80万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $108.92万 | 0.02% | 3,556 | 1,333 | 60.0% | $40.83万 | 加仓 |
| IWY | ISHARES TR | $108.90万 | 0.02% | 3,747 | -533 | -12.5% | -$15.49万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $108.49万 | 0.02% | 4,008 | -7,680 | -65.7% | -$207.88万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $108.44万 | 0.02% | 2,183 | 259 | 13.5% | $12.87万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $108.36万 | 0.02% | 29,414 | -25,586 | -46.5% | -$94.26万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $108.36万 | 0.02% | 1,291 | 1,291 | — | $108.36万 | 新建仓 |
| LZ | LEGALZOOM COM INC | $107.50万 | 0.02% | 175,359 | 175,359 | — | $107.50万 | 新建仓 |
| BLK | BLACKROCK INC | $107.44万 | 0.02% | 1,117 | -441 | -28.3% | -$42.42万 | 减仓 |
| JBL | JABIL INC | $106.99万 | 0.02% | 2,775 | -508 | -15.5% | -$19.59万 | 减仓 |
| MDT | MEDTRONIC PLC | $106.25万 | 0.02% | 13,581 | -1,017 | -7.0% | -$7.96万 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $106.24万 | 0.02% | 126,926 | 126,926 | — | $106.24万 | 新建仓 |
| HSY | HERSHEY CO | $106.18万 | 0.02% | 6,052 | -4,886 | -44.7% | -$85.72万 | 减仓 |
| TPR | TAPESTRY INC | $105.88万 | 0.02% | 7,233 | 1,137 | 18.7% | $16.64万 | 加仓 |
| BOTZ | GLOBAL X FDS | $105.86万 | 0.02% | 27,903 | -2,886 | -9.4% | -$10.95万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $105.76万 | 0.02% | 21,246 | -2,302 | -9.8% | -$11.46万 | 减仓 |
| MLN | VANECK ETF TRUST | $105.54万 | 0.02% | 59,359 | -5,518 | -8.5% | -$9.81万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $105.12万 | 0.02% | 42,628 | -233,346 | -84.6% | -$575.42万 | 减仓 |
| MSCI | MSCI INC | $104.55万 | 0.02% | 1,867 | -274 | -12.8% | -$15.34万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $104.52万 | 0.02% | 1,069 | -131 | -10.9% | -$12.81万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $104.15万 | 0.02% | 25,206 | -4,690 | -15.7% | -$19.38万 | 减仓 |
| ZAP | GLOBAL X FDS | $103.75万 | 0.02% | 29,977 | -3,248 | -9.8% | -$11.24万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $102.85万 | 0.02% | 2,904 | -638 | -18.0% | -$22.60万 | 减仓 |
| SDY | SPDR SERIES TRUST | $102.48万 | 0.02% | 6,734 | -375 | -5.3% | -$5.71万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $101.62万 | 0.02% | 24,460 | -1,665 | -6.4% | -$6.92万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $100.83万 | 0.02% | 21,972 | -62 | -0.3% | -$2,845 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $100.56万 | 0.02% | 15,122 | -3,535 | -18.9% | -$23.51万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $100.09万 | 0.02% | 4,989 | -699 | -12.3% | -$14.02万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $99.60万 | 0.02% | 9,369 | 55 | 0.6% | $5,847 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $99.28万 | 0.02% | 1,157 | 528 | 83.9% | $45.31万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $99.06万 | 0.02% | 4,170 | -1,532 | -26.9% | -$36.39万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $98.86万 | 0.02% | 14,142 | 3,851 | 37.4% | $26.92万 | 加仓 |
| MPC | MARATHON PETE CORP | $98.75万 | 0.02% | 3,863 | -178 | -4.4% | -$4.55万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $98.57万 | 0.02% | 21,404 | -1,569 | -6.8% | -$7.23万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $98.45万 | 0.02% | 40,783 | -227,680 | -84.8% | -$549.62万 | 减仓 |
| BCI | ABRDN ETFS | $98.40万 | 0.02% | 44,047 | 5,244 | 13.5% | $11.72万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $98.08万 | 0.02% | 24,440 | 9,983 | 69.1% | $40.06万 | 加仓 |
| BUG | GLOBAL X FDS | $97.95万 | 0.02% | 25,649 | -1,595 | -5.9% | -$6.09万 | 减仓 |
| ICVT | ISHARES TR | $97.82万 | 0.02% | 8,035 | -24,571 | -75.4% | -$299.14万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $97.65万 | 0.02% | 10,893 | -1,326 | -10.9% | -$11.89万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $97.19万 | 0.02% | 10,453 | 1,143 | 12.3% | $10.63万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $97.04万 | 0.02% | 45,947 | 14,042 | 44.0% | $29.66万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $96.79万 | 0.02% | 15,391 | 52 | 0.3% | $3,270 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $96.04万 | 0.02% | 21,902 | -915 | -4.0% | -$4.01万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $95.82万 | 0.02% | 17,872 | -2,197 | -10.9% | -$11.78万 | 减仓 |
| BLLN | BILLIONTOONE INC | $95.67万 | 0.02% | 7,974 | 7,974 | — | $95.67万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $95.60万 | 0.02% | 11,610 | 646 | 5.9% | $5.32万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $95.57万 | 0.02% | 24,337 | 577 | 2.4% | $2.27万 | 加仓 |
| DDD | 3D SYS CORP DEL | $95.06万 | 0.02% | 314,774 | 314,774 | — | $95.06万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $94.81万 | 0.02% | 23,284 | -11,012 | -32.1% | -$44.84万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $94.59万 | 0.02% | 10,424 | -13,787 | -56.9% | -$125.11万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $93.93万 | 0.02% | 3,289 | -908 | -21.6% | -$25.93万 | 减仓 |