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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.22亿 | 2.63% | 421,620 | 16,293 | 4.0% | $471.45万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.13亿 | 2.45% | 1,590,523 | 13,515 | 0.9% | $96.29万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.12亿 | 2.41% | 511,950 | 9,313 | 1.9% | $202.96万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.00亿 | 2.16% | 1,164,534 | 22,410 | 2.0% | $193.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $9,695.41万 | 2.09% | 484,553 | -6,936 | -1.4% | -$138.78万 | 减仓 |
| QQQ | INVESCO QQQ TR | $9,403.62万 | 2.03% | 127,697 | 7,763 | 6.5% | $571.67万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $8,537.65万 | 1.84% | 971,513 | 636,165 | 189.7% | $5,590.61万 | 加仓 |
| BOND | PIMCO ETF TR | $8,350.62万 | 1.80% | 905,609 | 69,885 | 8.4% | $644.41万 | 加仓 |
| — | ADVISORSHARES TR | $8,165.36万 | 1.76% | 1,553,875 | 59,440 | 4.0% | $312.35万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,486.24万 | 1.62% | 100,248 | -980 | -1.0% | -$73.18万 | 减仓 |
| IVW | ISHARES TR | $7,316.33万 | 1.58% | 531,981 | 23,479 | 4.6% | $322.91万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $6,839.98万 | 1.48% | 1,005,732 | -14,503 | -1.4% | -$98.63万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $6,611.31万 | 1.43% | 1,806,369 | 97,822 | 5.7% | $358.03万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,212.42万 | 1.34% | 90,453 | 7,637 | 9.2% | $524.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,826.40万 | 1.26% | 156,195 | 6,189 | 4.1% | $230.86万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $5,737.01万 | 1.24% | 1,184,598 | 38,631 | 3.4% | $187.09万 | 加仓 |
| IVE | ISHARES TR | $5,452.81万 | 1.18% | 240,148 | -57,901 | -19.4% | -$1,314.70万 | 减仓 |
| AMZN | AMAZON COM INC | $5,310.77万 | 1.15% | 222,823 | -121,054 | -35.2% | -$2,885.20万 | 减仓 |
| GOOGL | ALPHABET INC | $4,965.92万 | 1.07% | 138,958 | -2,664 | -1.9% | -$95.20万 | 减仓 |
| IVV | ISHARES TR | $4,839.90万 | 1.04% | 64,627 | -4,013 | -5.8% | -$300.53万 | 减仓 |
| SECT | NORTHERN LTS FD TR IV | $4,668.30万 | 1.01% | 647,836 | -79,321 | -10.9% | -$571.59万 | 减仓 |
| IUSB | ISHARES TR | $4,653.25万 | 1.00% | 1,008,288 | -17,521 | -1.7% | -$80.86万 | 减仓 |
| AVGO | BROADCOM INC | $4,365.13万 | 0.94% | 115,556 | 759 | 0.7% | $28.67万 | 加仓 |
| GOVT | ISHARES TR | $3,661.56万 | 0.79% | 1,607,356 | 217,542 | 15.7% | $495.56万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3,630.63万 | 0.78% | 993,876 | 119,107 | 13.6% | $435.10万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $3,628.26万 | 0.78% | 465,699 | 44,590 | 10.6% | $347.40万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $3,621.70万 | 0.78% | 602,634 | 47,803 | 8.6% | $287.29万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $3,505.69万 | 0.76% | 714,426 | 65,131 | 10.0% | $319.60万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,465.51万 | 0.75% | 114,328 | -1,529 | -1.3% | -$46.35万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,443.83万 | 0.74% | 576,953 | 15,374 | 2.7% | $91.77万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $3,296.33万 | 0.71% | 625,253 | -184,637 | -22.8% | -$973.41万 | 减仓 |
| TSLA | TESLA INC | $2,768.51万 | 0.60% | 65,823 | 4,058 | 6.6% | $170.68万 | 加仓 |
| META | META PLATFORMS INC | $2,656.36万 | 0.57% | 47,158 | 2,932 | 6.6% | $165.16万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,382.67万 | 0.51% | 64,390 | 3,247 | 5.3% | $120.15万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,333.20万 | 0.50% | 144,435 | -40,945 | -22.1% | -$661.42万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $2,308.06万 | 0.50% | 304,976 | 50,919 | 20.0% | $385.36万 | 加仓 |
| ICSH | ISHARES TR | $2,221.43万 | 0.48% | 439,192 | 135,828 | 44.8% | $687.02万 | 加仓 |
| TLH | ISHARES TR | $2,212.96万 | 0.48% | 220,524 | 21,730 | 10.9% | $218.06万 | 加仓 |
| SHLD | GLOBAL X FDS | $2,184.47万 | 0.47% | 365,846 | 73,618 | 25.2% | $439.57万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,183.28万 | 0.47% | 92,269 | -5,473 | -5.6% | -$129.50万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2,174.13万 | 0.47% | 464,458 | 36,938 | 8.6% | $172.91万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,148.52万 | 0.46% | 222,806 | 12,775 | 6.1% | $123.19万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,117.40万 | 0.46% | 133,987 | 48,262 | 56.3% | $762.69万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,106.35万 | 0.45% | 18,248 | 254 | 1.4% | $29.32万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $2,099.08万 | 0.45% | 748,336 | 748,336 | — | $2,099.08万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $2,050.71万 | 0.44% | 407,129 | -12,621 | -3.0% | -$63.57万 | 减仓 |
| LLY | ELI LILLY & CO | $2,043.26万 | 0.44% | 17,036 | -284 | -1.6% | -$34.06万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,977.37万 | 0.43% | 257,806 | 18,439 | 7.7% | $141.43万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,974.25万 | 0.43% | 744,439 | -29,101 | -3.8% | -$77.18万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,962.01万 | 0.42% | 374,859 | 1,915 | 0.5% | $10.02万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,911.22万 | 0.41% | 443,334 | -198,584 | -30.9% | -$856.10万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,829.67万 | 0.39% | 36,565 | -1,710 | -4.5% | -$85.57万 | 减仓 |
| GOOG | ALPHABET INC | $1,698.79万 | 0.37% | 48,079 | 247 | 0.5% | $8.73万 | 加仓 |
| HYS | PIMCO ETF TR | $1,653.27万 | 0.36% | 176,783 | 9,535 | 5.7% | $89.17万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,597.18万 | 0.34% | 27,494 | 4,677 | 20.5% | $271.70万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $1,544.61万 | 0.33% | 224,084 | 21,474 | 10.6% | $148.02万 | 加仓 |
| IBTG | ISHARES TR | $1,454.20万 | 0.31% | 635,300 | 159,100 | 33.4% | $364.18万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,448.54万 | 0.31% | 150,123 | -201,688 | -57.3% | -$1,946.09万 | 减仓 |
| ITOT | ISHARES TR | $1,425.01万 | 0.31% | 86,749 | 5,171 | 6.3% | $84.94万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1,413.62万 | 0.31% | 104,930 | -2,175 | -2.0% | -$29.30万 | 减仓 |
| MO | ALTRIA GROUP INC | $1,312.30万 | 0.28% | 182,391 | 7,600 | 4.3% | $54.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,296.42万 | 0.28% | 292,250 | -56,446 | -16.2% | -$250.39万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,280.43万 | 0.28% | 19,522 | -427 | -2.1% | -$28.01万 | 减仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $1,259.98万 | 0.27% | 492,181 | 169,041 | 52.3% | $432.75万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,236.83万 | 0.27% | 58,130 | -3,393 | -5.5% | -$72.19万 | 减仓 |
| CLIP | GLOBAL X FDS | $1,231.92万 | 0.27% | 122,775 | 14,404 | 13.3% | $144.53万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $1,205.06万 | 0.26% | 431,458 | 22,506 | 5.5% | $62.86万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,188.14万 | 0.26% | 39,217 | 14,360 | 57.8% | $435.06万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,181.02万 | 0.25% | 156,405 | 5,103 | 3.4% | $38.53万 | 加仓 |
| ABBV | ABBVIE INC | $1,169.82万 | 0.25% | 46,488 | 1,607 | 3.6% | $40.44万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,163.62万 | 0.25% | 12,059 | -884 | -6.8% | -$85.30万 | 减仓 |
| MS | MORGAN STANLEY | $1,154.26万 | 0.25% | 55,217 | 2,474 | 4.7% | $51.72万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,147.28万 | 0.25% | 227,230 | 56,900 | 33.4% | $287.29万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,139.76万 | 0.25% | 201,798 | -23,300 | -10.4% | -$131.60万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,126.56万 | 0.24% | 212,119 | -168,487 | -44.3% | -$894.83万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,113.93万 | 0.24% | 191,398 | 21,871 | 12.9% | $127.29万 | 加仓 |
| CAT | CATERPILLAR INC | $1,102.42万 | 0.24% | 10,352 | -1,316 | -11.3% | -$140.15万 | 减仓 |
| SMIZ | ZACKS TRUST | $1,091.45万 | 0.24% | 244,611 | -167,036 | -40.6% | -$745.31万 | 减仓 |
| WMT | WALMART INC | $1,053.35万 | 0.23% | 93,003 | -5,971 | -6.0% | -$67.63万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $1,036.50万 | 0.22% | 302,452 | 149,335 | 97.5% | $511.77万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $1,036.11万 | 0.22% | 948,818 | 2,003 | 0.2% | $2.19万 | 加仓 |
| MGC | VANGUARD WORLD FD | $1,024.63万 | 0.22% | 37,446 | -7,976 | -17.6% | -$218.25万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $1,004.35万 | 0.22% | 337,936 | 34,588 | 11.4% | $102.80万 | 加仓 |
| V | VISA INC | $1,001.63万 | 0.22% | 29,194 | 9,122 | 45.4% | $312.97万 | 加仓 |
| AMAT | APPLIED MATLS INC | $981.72万 | 0.21% | 13,579 | -4,439 | -24.6% | -$320.93万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $960.89万 | 0.21% | 18,394 | 1,739 | 10.4% | $90.84万 | 加仓 |
| FLOT | ISHARES TR | $940.62万 | 0.20% | 184,254 | 18,493 | 11.2% | $94.41万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $938.78万 | 0.20% | 33,384 | -683 | -2.0% | -$19.21万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $928.88万 | 0.20% | 28,378 | -2,817 | -9.0% | -$92.21万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $920.86万 | 0.20% | 172,124 | 14,359 | 9.1% | $76.82万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $920.46万 | 0.20% | 113,553 | 20,702 | 22.3% | $167.81万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $920.16万 | 0.20% | 119,141 | -2,613 | -2.1% | -$20.18万 | 减仓 |
| STIP | ISHARES TR | $912.41万 | 0.20% | 89,312 | 58,492 | 189.8% | $597.55万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $902.63万 | 0.19% | 20,830 | 1,338 | 6.9% | $57.98万 | 加仓 |
| BIL | SPDR SERIES TRUST | $893.75万 | 0.19% | 97,528 | -22,417 | -18.7% | -$205.43万 | 减仓 |
| — | ETF SER SOLUTIONS | $878.55万 | 0.19% | 204,842 | -15,696 | -7.1% | -$67.32万 | 减仓 |
| GLD | SPDR GOLD TR | $867.02万 | 0.19% | 23,536 | -3,816 | -14.0% | -$140.57万 | 减仓 |
| EFA | ISHARES TR | $856.73万 | 0.18% | 82,473 | -4,966 | -5.7% | -$51.59万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $849.57万 | 0.18% | 57,936 | -4,144 | -6.7% | -$60.77万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $847.27万 | 0.18% | 37,883 | 6,808 | 21.9% | $152.26万 | 加仓 |