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 |
|---|---|---|---|---|---|---|---|---|
| DDWM | WISDOMTREE TR | $66.33万 | 0.01% | 14,364 | -357 | -2.4% | -$1.65万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $66.27万 | 0.01% | 1,788 | -141 | -7.3% | -$5.23万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $66.15万 | 0.01% | 9,837 | -50 | -0.5% | -$3,362 | 减仓 |
| OAIM | UNIFIED SER TR | $66.03万 | 0.01% | 13,805 | -221,744 | -94.1% | -$1,060.60万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $65.89万 | 0.01% | 11,279 | -2,311 | -17.0% | -$13.50万 | 减仓 |
| ROE | EA SERIES TRUST | $65.64万 | 0.01% | 15,397 | -2,963 | -16.1% | -$12.63万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $65.48万 | 0.01% | 21,053 | -178 | -0.8% | -$5,536 | 减仓 |
| OKLO | OKLO INC | $65.32万 | 0.01% | 12,482 | -2,057 | -14.1% | -$10.76万 | 减仓 |
| AZN | ASTRAZENECA PLC | $65.12万 | 0.01% | 3,434 | 3,434 | — | $65.12万 | 新建仓 |
| EEM | ISHARES TR | $65.05万 | 0.01% | 9,509 | -9,441 | -49.8% | -$64.59万 | 减仓 |
| TBIL | RBB FD INC | $65.04万 | 0.01% | 13,045 | -430 | -3.2% | -$2.14万 | 减仓 |
| FTMA | PUTNAM ETF TRUST | $64.97万 | 0.01% | 71,202 | 71,202 | — | $64.97万 | 新建仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $64.82万 | 0.01% | 25,105 | 4,609 | 22.5% | $11.90万 | 加仓 |
| NVS | NOVARTIS AG | $64.75万 | 0.01% | 4,131 | 669 | 19.3% | $10.49万 | 加仓 |
| ICF | ISHARES TR | $64.67万 | 0.01% | 9,562 | 157 | 1.7% | $1.06万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $64.60万 | 0.01% | 5,839 | -1,042 | -15.1% | -$11.53万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $64.22万 | 0.01% | 14,463 | 3,778 | 35.4% | $16.78万 | 加仓 |
| MET | METLIFE INC | $63.92万 | 0.01% | 7,554 | -2,289 | -23.3% | -$19.37万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $63.87万 | 0.01% | 2,594 | -233 | -8.2% | -$5.74万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $63.39万 | 0.01% | 2,652 | -5,412 | -67.1% | -$129.36万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $63.25万 | 0.01% | 14,220 | 4,339 | 43.9% | $19.30万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $63.07万 | 0.01% | 11,582 | -21,260 | -64.7% | -$115.78万 | 减仓 |
| XAR | SPDR SERIES TRUST | $63.02万 | 0.01% | 2,221 | -305 | -12.1% | -$8.65万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $63.00万 | 0.01% | 32,607 | 32,607 | — | $63.00万 | 新建仓 |
| VFMO | VANGUARD WELLINGTON FD | $62.88万 | 0.01% | 2,520 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $62.59万 | 0.01% | 12,886 | -33,610 | -72.3% | -$163.25万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $62.55万 | 0.01% | 11,125 | -5,818 | -34.3% | -$32.71万 | 减仓 |
| HEGD | LISTED FDS TR | $62.34万 | 0.01% | 23,385 | -5,384 | -18.7% | -$14.35万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $62.32万 | 0.01% | 6,890 | 224 | 3.4% | $2.03万 | 加仓 |
| NRG | NRG ENERGY INC | $62.25万 | 0.01% | 4,262 | 403 | 10.4% | $5.89万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $62.13万 | 0.01% | 1,255 | 27 | 2.2% | $1.34万 | 加仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $61.95万 | 0.01% | 2,376 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $61.86万 | 0.01% | 12,713 | -1,381 | -9.8% | -$6.72万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $61.51万 | 0.01% | 15,046 | 3,747 | 33.2% | $15.32万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $60.87万 | 0.01% | 5,125 | 5,125 | — | $60.87万 | 新建仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $60.84万 | 0.01% | 38,700 | -5,800 | -13.0% | -$9.12万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $60.76万 | 0.01% | 13,734 | 3,421 | 33.2% | $15.13万 | 加仓 |
| BIZD | VANECK ETF TRUST | $60.32万 | 0.01% | 47,647 | -2,776 | -5.5% | -$3.51万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $60.03万 | 0.01% | 6,245 | -106 | -1.7% | -$1.02万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $59.76万 | 0.01% | 10,600 | -5,171 | -32.8% | -$29.15万 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $59.74万 | 0.01% | 79,026 | 2,212 | 2.9% | $1.67万 | 加仓 |
| SPGI | S&P GLOBAL INC | $59.57万 | 0.01% | 1,462 | 92 | 6.7% | $3.75万 | 加仓 |
| NB | NIOCORP DEVS LTD | $59.46万 | 0.01% | 123,352 | 6,831 | 5.9% | $3.29万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $59.41万 | 0.01% | 15,548 | 616 | 4.1% | $2.35万 | 加仓 |
| ONON | ON HLDG AG | $59.29万 | 0.01% | 16,740 | 2,212 | 15.2% | $7.83万 | 加仓 |
| BP | BP PLC | $59.10万 | 0.01% | 15,995 | 3,585 | 28.9% | $13.25万 | 加仓 |
| CTVA | CORTEVA INC | $58.38万 | 0.01% | 6,894 | -361 | -5.0% | -$3.06万 | 减仓 |
| — | NEOS ETF TRUST | $58.29万 | 0.01% | 10,595 | 10,595 | — | $58.29万 | 新建仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $58.14万 | 0.01% | 9,765 | -1,424 | -12.7% | -$8.48万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $57.99万 | 0.01% | 30,030 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE ETF INC | $57.84万 | 0.01% | 11,547 | -696 | -5.7% | -$3.49万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $57.58万 | 0.01% | 10,603 | -481 | -4.3% | -$2.61万 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC | $57.33万 | 0.01% | 27,120 | 27,120 | — | $57.33万 | 新建仓 |
| BFEB | INNOVATOR ETFS TRUST | $57.29万 | 0.01% | 10,883 | 205 | 1.9% | $1.08万 | 加仓 |
| — | TIDAL TRUST I | $56.87万 | 0.01% | 24,168 | -1,159 | -4.6% | -$2.73万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $56.78万 | 0.01% | 14,375 | 14,375 | — | $56.78万 | 新建仓 |
| YUM | YUM BRANDS INC | $56.72万 | 0.01% | 3,548 | -3,945 | -52.6% | -$63.06万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $56.07万 | 0.01% | 21,419 | 137 | 0.6% | $3,587 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $56.07万 | 0.01% | 21,716 | 2,998 | 16.0% | $7.74万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $55.72万 | 0.01% | 6,801 | 54 | 0.8% | $4,425 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $55.43万 | 0.01% | 40,081 | 3,765 | 10.4% | $5.21万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $55.29万 | 0.01% | 5,887 | 18 | 0.3% | $1,690 | 加仓 |
| ENB | ENBRIDGE INC | $55.27万 | 0.01% | 10,196 | -1,602 | -13.6% | -$8.68万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $55.22万 | 0.01% | 10,382 | 10,382 | — | $55.22万 | 新建仓 |
| LRGF | ISHARES TR | $55.15万 | 0.01% | 7,293 | -65 | -0.9% | -$4,915 | 减仓 |
| SMMU | PIMCO ETF TR | $54.95万 | 0.01% | 10,881 | -771 | -6.6% | -$3.89万 | 减仓 |
| BJUN | INNOVATOR ETFS TRUST | $54.91万 | 0.01% | 11,279 | 4,065 | 56.3% | $19.79万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $54.65万 | 0.01% | 13,792 | 13,792 | — | $54.65万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $54.51万 | 0.01% | 16,290 | -12,658 | -43.7% | -$42.35万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $54.15万 | 0.01% | 4,428 | -3,090 | -41.1% | -$37.79万 | 减仓 |
| ARTY | ISHARES TR | $54.07万 | 0.01% | 7,099 | 1,564 | 28.3% | $11.91万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $53.95万 | 0.01% | 14,931 | -358 | -2.3% | -$1.29万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $53.72万 | 0.01% | 19,609 | 7,535 | 62.4% | $20.64万 | 加仓 |
| KR | KROGER CO | $53.39万 | 0.01% | 9,614 | -1,379 | -12.5% | -$7.66万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $53.17万 | 0.01% | 9,090 | -52,473 | -85.2% | -$306.91万 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $53.08万 | 0.01% | 11,866 | -2,468 | -17.2% | -$11.04万 | 重新持有 |
| FXY | INVESCO CURRENCYSHARES | $52.59万 | 0.01% | 9,318 | 809 | 9.5% | $4.57万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $52.24万 | 0.01% | 4,475 | -381 | -7.8% | -$4.45万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $52.18万 | 0.01% | 48,356 | 297 | 0.6% | $3,205 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $52.08万 | 0.01% | 24,350 | 24,350 | — | $52.08万 | 新建仓 |
| MSTR | STRATEGY INC | $52.07万 | 0.01% | 5,990 | -835 | -12.2% | -$7.26万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $51.93万 | 0.01% | 21,955 | 21,955 | — | $51.93万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $51.91万 | 0.01% | 10,429 | 4,979 | 91.4% | $24.78万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $51.86万 | 0.01% | 6,788 | -368 | -5.1% | -$2.81万 | 减仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $51.66万 | 0.01% | 17,623 | 1,182 | 7.2% | $3.47万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $51.33万 | 0.01% | 8,719 | 222 | 2.6% | $1.31万 | 加仓 |
| IYJ | ISHARES TR | $51.25万 | 0.01% | 3,076 | -781 | -20.2% | -$13.01万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $51.20万 | 0.01% | 16,069 | -26,262 | -62.0% | -$83.67万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $51.16万 | 0.01% | 19,205 | -12,550 | -39.5% | -$33.43万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $51.15万 | 0.01% | 2,155 | -246 | -10.2% | -$5.84万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $50.99万 | 0.01% | 5,591 | 558 | 11.1% | $5.09万 | 加仓 |
| VDC | VANGUARD WORLD FD | $50.98万 | 0.01% | 2,261 | -336 | -12.9% | -$7.58万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $50.73万 | 0.01% | 1,522 | 1,522 | — | $50.73万 | 新建仓 |
| EMHC | SPDR SERIES TRUST | $50.71万 | 0.01% | 19,933 | -9,240 | -31.7% | -$23.51万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $50.67万 | 0.01% | 17,652 | 726 | 4.3% | $2.08万 | 加仓 |
| DEM | WISDOMTREE TR | $50.64万 | 0.01% | 9,415 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $50.49万 | 0.01% | 5,406 | -712 | -11.6% | -$6.65万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $50.42万 | 0.01% | 12,175 | -955 | -7.3% | -$3.95万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $50.33万 | 0.01% | 8,907 | -1,531 | -14.7% | -$8.65万 | 减仓 |
| UNG | UNITED STS NAT GAS FD LP | $50.00万 | 0.01% | 42,665 | 0 | 0.0% | — | 不变 |