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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.03亿 | 2.39% | 405,327 | 52,432 | 14.9% | $1,330.67万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.01亿 | 2.35% | 1,577,008 | 200 | 0.0% | $1.28万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $9,861.74万 | 2.29% | 502,637 | 4,438 | 0.9% | $87.07万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,571.58万 | 1.99% | 491,489 | 16,519 | 3.5% | $288.09万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $8,314.47万 | 1.93% | 190,354 | -711 | -0.4% | -$31.06万 | 减仓 |
| BOND | PIMCO ETF TR | $7,712.06万 | 1.79% | 835,724 | 63,704 | 8.3% | $587.86万 | 加仓 |
| — | ADVISORSHARES TR | $7,213.25万 | 1.68% | 1,494,435 | 94,396 | 6.7% | $455.62万 | 加仓 |
| AMZN | AMAZON COM INC | $7,161.91万 | 1.66% | 343,877 | 9,394 | 2.8% | $195.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,922.34万 | 1.61% | 119,934 | -15,627 | -11.5% | -$901.96万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $6,583.28万 | 1.53% | 101,228 | 15,740 | 18.4% | $1,023.64万 | 加仓 |
| IVE | ISHARES TR | $6,293.31万 | 1.46% | 298,049 | -10,944 | -3.5% | -$231.08万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $5,935.73万 | 1.38% | 1,020,235 | -104,918 | -9.3% | -$610.41万 | 减仓 |
| IVW | ISHARES TR | $5,751.66万 | 1.34% | 508,502 | 38,666 | 8.2% | $437.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,552.81万 | 1.29% | 150,006 | 12,046 | 8.7% | $445.91万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5,506.37万 | 1.28% | 1,145,967 | 73,976 | 6.9% | $355.45万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $5,493.49万 | 1.28% | 1,708,547 | 1,708,547 | — | $5,493.49万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $4,948.70万 | 1.15% | 82,816 | 1,223 | 1.5% | $73.08万 | 加仓 |
| IUSB | ISHARES TR | $4,738.21万 | 1.10% | 1,025,809 | 51,636 | 5.3% | $238.51万 | 加仓 |
| IVV | ISHARES TR | $4,483.59万 | 1.04% | 68,640 | 3,640 | 5.6% | $237.77万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $4,391.30万 | 1.02% | 727,157 | 37,394 | 5.4% | $225.82万 | 加仓 |
| GOOGL | ALPHABET INC | $4,072.49万 | 0.95% | 141,622 | 5,226 | 3.8% | $150.28万 | 加仓 |
| ESUM | STRATEGY SHS | $3,710.48万 | 0.86% | 1,417,296 | 1,380,264 | 3,727.2% | $3,613.53万 | 加仓 |
| AVGO | BROADCOM INC | $3,553.10万 | 0.83% | 114,797 | 4,078 | 3.7% | $126.22万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3,301.92万 | 0.77% | 421,109 | -3,540 | -0.8% | -$27.76万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $3,211.41万 | 0.75% | 649,295 | 40,237 | 6.6% | $199.01万 | 加仓 |
| GOVT | ISHARES TR | $3,184.06万 | 0.74% | 1,389,814 | 1,187,785 | 587.9% | $2,721.22万 | 加仓 |
| QUAL | ISHARES TR | $3,144.58万 | 0.73% | 163,942 | 5,421 | 3.4% | $103.98万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,035.34万 | 0.70% | 561,579 | 1,790 | 0.3% | $9.67万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,034.53万 | 0.70% | 115,857 | -947 | -0.8% | -$24.80万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $2,954.10万 | 0.69% | 874,769 | 33,387 | 4.0% | $112.75万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $2,863.89万 | 0.67% | 554,831 | 44,266 | 8.7% | $228.49万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,834.90万 | 0.66% | 351,811 | -262,706 | -42.7% | -$2,116.89万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $2,668.59万 | 0.62% | 809,890 | 57,346 | 7.6% | $188.96万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,566.75万 | 0.60% | 335,348 | 194,633 | 138.3% | $1,489.72万 | 加仓 |
| META | META PLATFORMS INC | $2,530.32万 | 0.59% | 44,226 | -455 | -1.0% | -$26.03万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $2,331.59万 | 0.54% | 380,606 | 210,818 | 124.2% | $1,291.47万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $2,325.03万 | 0.54% | 641,918 | 55,041 | 9.4% | $199.36万 | 加仓 |
| TSLA | TESLA INC | $2,296.12万 | 0.53% | 61,765 | -167 | -0.3% | -$6.21万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,102.04万 | 0.49% | 97,742 | 645 | 0.7% | $13.87万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,078.30万 | 0.48% | 185,380 | 15,215 | 8.9% | $170.58万 | 加仓 |
| SHLD | GLOBAL X FDS | $2,070.14万 | 0.48% | 292,228 | 98,167 | 50.6% | $695.41万 | 加仓 |
| PYLD | PIMCO ETF TR | $2,026.68万 | 0.47% | 773,540 | 214,527 | 38.4% | $562.06万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2,007.20万 | 0.47% | 427,520 | 46,486 | 12.2% | $218.25万 | 加仓 |
| TLH | ISHARES TR | $2,002.25万 | 0.46% | 198,794 | 2,899 | 1.5% | $29.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,961.54万 | 0.46% | 61,143 | 2,762 | 4.7% | $88.61万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,936.70万 | 0.45% | 372,944 | -34,680 | -8.5% | -$180.09万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $1,921.94万 | 0.45% | 254,057 | 99,295 | 64.2% | $751.17万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,862.98万 | 0.43% | 210,031 | 1,764 | 0.8% | $15.65万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,847.43万 | 0.43% | 239,367 | 8,115 | 3.5% | $62.63万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,834.13万 | 0.43% | 38,275 | 1,265 | 3.4% | $60.62万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $1,723.50万 | 0.40% | 419,750 | 419,750 | — | $1,723.50万 | 新建仓 |
| ZECP | ZACKS TRUST | $1,639.84万 | 0.38% | 484,729 | 8,048 | 1.7% | $27.23万 | 加仓 |
| LLY | ELI LILLY & CO | $1,593.08万 | 0.37% | 17,320 | 3,032 | 21.2% | $278.88万 | 加仓 |
| HYS | PIMCO ETF TR | $1,559.93万 | 0.36% | 167,248 | 29,819 | 21.7% | $278.12万 | 加仓 |
| ICSH | ISHARES TR | $1,535.63万 | 0.36% | 303,364 | 85,276 | 39.1% | $431.67万 | 加仓 |
| EFV | ISHARES TR | $1,533.78万 | 0.36% | 206,293 | -225,351 | -52.2% | -$1,675.48万 | 减仓 |
| SMIZ | ZACKS TRUST | $1,525.98万 | 0.35% | 411,647 | 6,052 | 1.5% | $22.43万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $1,393.55万 | 0.32% | 202,610 | 5,406 | 2.7% | $37.18万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $1,373.84万 | 0.32% | 575,866 | 538,354 | 1,435.2% | $1,284.35万 | 加仓 |
| GOOG | ALPHABET INC | $1,372.11万 | 0.32% | 47,832 | 15,153 | 46.4% | $434.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,355.03万 | 0.31% | 348,696 | 2,784 | 0.8% | $10.82万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,333.88万 | 0.31% | 151,302 | -151,936 | -50.1% | -$1,339.47万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,275.85万 | 0.30% | 225,098 | 9,675 | 4.5% | $54.84万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,269.59万 | 0.29% | 85,725 | -8,220 | -8.7% | -$121.74万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1,255.06万 | 0.29% | 107,105 | 3,992 | 3.9% | $46.78万 | 加仓 |
| WMT | WALMART INC | $1,230.04万 | 0.29% | 98,974 | 7,130 | 7.8% | $88.61万 | 加仓 |
| NFLX | NETFLIX INC | $1,183.94万 | 0.27% | 123,135 | 4,252 | 3.6% | $40.88万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,180.74万 | 0.27% | 61,523 | 23,805 | 63.1% | $456.86万 | 加仓 |
| USMV | ISHARES TR | $1,177.87万 | 0.27% | 127,008 | -16,168 | -11.3% | -$149.94万 | 减仓 |
| GLD | SPDR GOLD TR | $1,176.93万 | 0.27% | 27,352 | -5,661 | -17.1% | -$243.59万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,167.16万 | 0.27% | 182,626 | -18,685 | -9.3% | -$119.42万 | 减仓 |
| ITOT | ISHARES TR | $1,161.91万 | 0.27% | 81,578 | 5,872 | 7.8% | $83.63万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,153.45万 | 0.27% | 174,791 | -74,370 | -29.8% | -$490.77万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,099.17万 | 0.26% | 119,945 | 35,720 | 42.4% | $327.34万 | 加仓 |
| IBTG | ISHARES TR | $1,091.21万 | 0.25% | 476,200 | 27,775 | 6.2% | $63.65万 | 加仓 |
| CLIP | GLOBAL X FDS | $1,087.61万 | 0.25% | 108,371 | 92,089 | 565.6% | $924.20万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $1,074.32万 | 0.25% | 408,952 | 77,943 | 23.5% | $204.76万 | 加仓 |
| MGC | VANGUARD WORLD FD | $1,073.54万 | 0.25% | 45,422 | 1,869 | 4.3% | $44.17万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $1,043.39万 | 0.24% | 946,815 | 47,650 | 5.3% | $52.51万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,018.64万 | 0.24% | 109,897 | 3,605 | 3.4% | $33.41万 | 加仓 |
| OAIM | UNIFIED SER TR | $1,014.20万 | 0.24% | 235,549 | 229,585 | 3,849.5% | $988.52万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $992.41万 | 0.23% | 169,527 | 3,374 | 2.0% | $19.75万 | 加仓 |
| ABBV | ABBVIE INC | $976.12万 | 0.23% | 44,881 | -963 | -2.1% | -$20.94万 | 减仓 |
| — | EXXON MOBIL CORP | $944.96万 | 0.22% | 55,697 | -2,528 | -4.3% | -$42.89万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $942.13万 | 0.22% | 121,754 | 22,916 | 23.2% | $177.32万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES N | $939.51万 | 0.22% | 116,622 | 55,909 | 92.1% | $450.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $917.63万 | 0.21% | 31,195 | -1,170 | -3.6% | -$34.42万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $896.68万 | 0.21% | 62,080 | 2,970 | 5.0% | $42.90万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $884.16万 | 0.21% | 90,303 | -29,731 | -24.8% | -$291.10万 | 减仓 |
| RTX | RTX CORPORATION | $883.98万 | 0.21% | 45,826 | 19,477 | 73.9% | $375.71万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $871.01万 | 0.20% | 173,507 | -84,408 | -32.7% | -$423.73万 | 减仓 |
| MS | MORGAN STANLEY | $867.99万 | 0.20% | 52,743 | 18,252 | 52.9% | $300.37万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $864.50万 | 0.20% | 189,376 | 18,654 | 10.9% | $85.16万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $857.95万 | 0.20% | 170,330 | 2,236 | 1.3% | $11.26万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $853.38万 | 0.20% | 58,339 | -12,067 | -17.1% | -$176.51万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $849.37万 | 0.20% | 303,348 | -19,587 | -6.1% | -$54.84万 | 减仓 |
| EFA | ISHARES TR | $849.29万 | 0.20% | 87,439 | -5,469 | -5.9% | -$53.12万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $848.30万 | 0.20% | 157,765 | 66,581 | 73.0% | $358.00万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $847.34万 | 0.20% | 146,750 | 33,764 | 29.9% | $194.95万 | 加仓 |
| — | ETF SER SOLUTIONS | $844.66万 | 0.20% | 220,538 | -14,073 | -6.0% | -$53.90万 | 减仓 |