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 |
|---|---|---|---|---|---|---|---|---|
| DFEM | DIMENSIONAL ETF TRUST | $93.14万 | 0.02% | 26,959 | 3,329 | 14.1% | $11.50万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $92.63万 | 0.02% | 22,698 | 680 | 3.1% | $2.78万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $92.52万 | 0.02% | 4,426 | 3,141 | 244.4% | $65.66万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $92.51万 | 0.02% | 20,279 | -1,890 | -8.5% | -$8.62万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $92.31万 | 0.02% | 21,486 | 21,486 | — | $92.31万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $92.24万 | 0.02% | 6,448 | -386 | -5.6% | -$5.52万 | 减仓 |
| ECOW | PACER FDS TR | $91.72万 | 0.02% | 34,392 | 34,392 | — | $91.72万 | 新建仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $91.55万 | 0.02% | 4,186 | 2,769 | 195.4% | $60.56万 | 加仓 |
| AEE | AMEREN CORP | $90.58万 | 0.02% | 8,241 | 2,641 | 47.2% | $29.03万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $90.16万 | 0.02% | 15,339 | -96 | -0.6% | -$5,643 | 减仓 |
| SGOV | ISHARES TR | $89.95万 | 0.02% | 8,936 | -3,301 | -27.0% | -$33.23万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $89.29万 | 0.02% | 3,301 | 420 | 14.6% | $11.36万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $89.25万 | 0.02% | 21,337 | -5,541 | -20.6% | -$23.18万 | 减仓 |
| — | PROSHARES TR | $89.21万 | 0.02% | 55,000 | 55,000 | — | $89.21万 | 新建仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $89.09万 | 0.02% | 18,631 | -1 | -0.0% | -$48 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $88.90万 | 0.02% | 16,950 | 780 | 4.8% | $4.09万 | 加仓 |
| EMB | ISHARES TR | $88.85万 | 0.02% | 9,459 | -102,708 | -91.6% | -$964.75万 | 减仓 |
| SPLB | SPDR SERIES TRUST | $88.77万 | 0.02% | 39,952 | 28,566 | 250.9% | $63.47万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $88.75万 | 0.02% | 22,083 | 8,108 | 58.0% | $32.59万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $87.50万 | 0.02% | 34,261 | -1,016 | -2.9% | -$2.59万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $87.32万 | 0.02% | 4,197 | 272 | 6.9% | $5.66万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $87.31万 | 0.02% | 2,530 | -1,380 | -35.3% | -$47.63万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $87.31万 | 0.02% | 9,314 | 278 | 3.1% | $2.61万 | 加仓 |
| JBL | JABIL INC | $87.22万 | 0.02% | 3,283 | -168 | -4.9% | -$4.46万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $87.03万 | 0.02% | 7,812 | -595 | -7.1% | -$6.63万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $86.96万 | 0.02% | 18,487 | 12,360 | 201.7% | $58.14万 | 加仓 |
| ET | ENERGY TRANSFER L P | $86.89万 | 0.02% | 45,021 | 3,364 | 8.1% | $6.49万 | 加仓 |
| ROST | ROSS STORES INC | $86.77万 | 0.02% | 4,005 | 308 | 8.3% | $6.67万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $86.34万 | 0.02% | 17,284 | -648 | -3.6% | -$3.24万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $86.10万 | 0.02% | 22,243 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $86.02万 | 0.02% | 6,096 | 4,422 | 264.2% | $62.40万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $85.91万 | 0.02% | 1,924 | -166 | -7.9% | -$7.41万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $85.61万 | 0.02% | 2,100 | 344 | 19.6% | $14.02万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $85.45万 | 0.02% | 26,061 | -5,951 | -18.6% | -$19.51万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $85.44万 | 0.02% | 9,123 | -2,857 | -23.8% | -$26.76万 | 减仓 |
| MSTR | STRATEGY INC | $85.18万 | 0.02% | 6,825 | 2,515 | 58.4% | $31.39万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $85.07万 | 0.02% | 29,305 | 1,677 | 6.1% | $4.87万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $84.96万 | 0.02% | 3,042 | -216 | -6.6% | -$6.03万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $84.81万 | 0.02% | 27,113 | -790 | -2.8% | -$2.47万 | 减仓 |
| IWB | ISHARES TR | $84.54万 | 0.02% | 2,371 | -846 | -26.3% | -$30.16万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $84.17万 | 0.02% | 17,898 | -879 | -4.7% | -$4.13万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $83.92万 | 0.02% | 23,760 | 705 | 3.1% | $2.49万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $83.67万 | 0.02% | 22,817 | 14,960 | 190.4% | $54.86万 | 加仓 |
| IWR | ISHARES TR | $83.38万 | 0.02% | 8,576 | -5,058 | -37.1% | -$49.18万 | 减仓 |
| VPU | VANGUARD WORLD FD | $83.16万 | 0.02% | 4,197 | -1,027 | -19.7% | -$20.35万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $82.95万 | 0.02% | 13,798 | 1,439 | 11.6% | $8.65万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $82.88万 | 0.02% | 31,755 | 1,829 | 6.1% | $4.77万 | 加仓 |
| AIQ | GLOBAL X FDS | $82.69万 | 0.02% | 17,717 | -35 | -0.2% | -$1,633 | 减仓 |
| DDOG | DATADOG INC | $81.01万 | 0.02% | 6,862 | 6,862 | — | $81.01万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $80.91万 | 0.02% | 7,518 | -298 | -3.8% | -$3.21万 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $80.86万 | 0.02% | 17,300 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $80.84万 | 0.02% | 15,006 | 15,006 | — | $80.84万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $80.63万 | 0.02% | 31,447 | 14,230 | 82.7% | $36.49万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $80.28万 | 0.02% | 13,590 | -3,171 | -18.9% | -$18.73万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $80.13万 | 0.02% | 1,533 | 962 | 168.5% | $50.28万 | 重新持有 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $80.09万 | 0.02% | 10,069 | 4,734 | 88.7% | $37.65万 | 加仓 |
| PINS | PINTEREST INC | $79.92万 | 0.02% | 43,575 | -12,985 | -23.0% | -$23.81万 | 减仓 |
| — | PROSHARES TR | $79.80万 | 0.02% | 29,934 | -3,182 | -9.6% | -$8.48万 | 减仓 |
| KR | KROGER CO | $79.55万 | 0.02% | 10,993 | 1,267 | 13.0% | $9.17万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $79.43万 | 0.02% | 19,618 | -17,383 | -47.0% | -$70.38万 | 减仓 |
| DVYE | ISHARES INC | $79.11万 | 0.02% | 23,011 | 1,806 | 8.5% | $6.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $77.98万 | 0.02% | 10,964 | -6,088 | -35.7% | -$43.30万 | 减仓 |
| TOPT | ISHARES TR | $77.91万 | 0.02% | 27,221 | 27,221 | — | $77.91万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $77.89万 | 0.02% | 6,881 | 1,125 | 19.5% | $12.73万 | 加仓 |
| EWJ | ISHARES INC | $77.71万 | 0.02% | 9,203 | 3,971 | 75.9% | $33.53万 | 加仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $76.62万 | 0.02% | 12,224 | 6,201 | 103.0% | $38.87万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $76.31万 | 0.02% | 4,400 | -4 | -0.1% | -$694 | 减仓 |
| VLO | VALERO ENERGY CORP | $74.76万 | 0.02% | 3,025 | -1,692 | -35.9% | -$41.82万 | 减仓 |
| — | ISHARES TR | $74.72万 | 0.02% | 25,332 | -33,821 | -57.2% | -$99.76万 | 减仓 |
| SANM | SANMINA CORPORATION | $74.71万 | 0.02% | 5,763 | -1,029 | -15.2% | -$13.34万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $74.62万 | 0.02% | 16,197 | -5,349 | -24.8% | -$24.64万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $74.58万 | 0.02% | 16,383 | 2,284 | 16.2% | $10.40万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $74.19万 | 0.02% | 22,855 | 4,262 | 22.9% | $13.83万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $73.76万 | 0.02% | 9,894 | -244 | -2.4% | -$1.82万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $73.66万 | 0.02% | 9,310 | -48 | -0.5% | -$3,798 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $73.27万 | 0.02% | 15,771 | 4,119 | 35.4% | $19.14万 | 加仓 |
| ADI | ANALOG DEVICES INC | $73.11万 | 0.02% | 2,298 | 114 | 5.2% | $3.63万 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $72.97万 | 0.02% | 21,386 | 158 | 0.7% | $5,391 | 加仓 |
| EMHC | SPDR SERIES TRUST | $72.35万 | 0.02% | 29,173 | 3,750 | 14.8% | $9.30万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $72.30万 | 0.02% | 1,491 | 592 | 65.9% | $28.71万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $72.24万 | 0.02% | 16,158 | 10,901 | 207.4% | $48.74万 | 加仓 |
| OKLO | OKLO INC | $72.10万 | 0.02% | 14,539 | -5,907 | -28.9% | -$29.29万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $71.60万 | 0.02% | 14,094 | -939 | -6.2% | -$4.77万 | 减仓 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $71.44万 | 0.02% | 122,546 | 0 | 0.0% | — | 不变 |
| JIG | J P MORGAN EXCHANGE TRADED F | $71.21万 | 0.02% | 9,591 | -27 | -0.3% | -$2,005 | 减仓 |
| ARKK | ARK ETF TR | $71.14万 | 0.02% | 10,525 | 1,103 | 11.7% | $7.46万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $71.14万 | 0.02% | 3,558 | -182 | -4.9% | -$3.64万 | 减仓 |
| ISCG | ISHARES TR | $71.11万 | 0.02% | 12,976 | 37 | 0.3% | $2,028 | 加仓 |
| HEGD | LISTED FDS TR | $71.06万 | 0.02% | 28,769 | -335 | -1.2% | -$8,274 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $70.18万 | 0.02% | 12,895 | 12,895 | — | $70.18万 | 新建仓 |
| GM | GENERAL MTRS CO | $70.03万 | 0.02% | 9,400 | -1,994 | -17.5% | -$14.86万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $69.99万 | 0.02% | 22,738 | -226 | -1.0% | -$6,956 | 减仓 |
| IGOV | ISHARES TR | $69.85万 | 0.02% | 17,011 | 51 | 0.3% | $2,094 | 加仓 |
| MET | METLIFE INC | $69.61万 | 0.02% | 9,843 | -313 | -3.1% | -$2.21万 | 减仓 |
| JSML | JANUS DETROIT STR TR | $69.43万 | 0.02% | 9,914 | 437 | 4.6% | $3.06万 | 加仓 |
| RKLB | ROCKET LAB CORP | $68.67万 | 0.02% | 10,693 | 5,947 | 125.3% | $38.19万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $68.60万 | 0.02% | 3,176 | -143 | -4.3% | -$3.09万 | 减仓 |
| BUG | GLOBAL X FDS | $68.41万 | 0.02% | 27,244 | 7,036 | 34.8% | $17.67万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $68.29万 | 0.02% | 16,120 | 474 | 3.0% | $2.01万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $68.09万 | 0.02% | 31,905 | 4,395 | 16.0% | $9.38万 | 加仓 |