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Creative Planning 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Creative Planning

报告期 2026-03-31 · CIK 0001540235

持仓数

4,090

前50大市值合计

$109.66B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$15.69B

24,018,496

14.3%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$8.94B

121,385,406

8.2%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$7.72B

120,418,397

7.0%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$6.11B

133,821,065

5.6%

SPMD SPDR SERIES TRUST

STATE STREET SPD

$5.72B

96,641,159

5.2%

IEMG ISHARES INC

CORE MSCI EMKT

$5.42B

77,654,854

4.9%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$3.66B

12,262,531

3.3%

AAPL APPLE INC

COM

$3.08B

12,129,399

2.8%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$2.93B

37,384,791

2.7%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$2.58B

33,659,028

2.3%

VO VANGUARD INDEX FDS

MID CAP ETF

$2.39B

8,310,889

2.2%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$2.37B

23,779,849

2.2%

NVDA NVIDIA CORPORATION

COM

$2.36B

13,535,313

2.2%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$2.24B

27,022,817

2.0%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$2.23B

20,195,491

2.0%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$2.11B

82,270,037

1.9%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.96B

6,120,710

1.8%

XLRE SELECT SECTOR SPDR TR

STATE STREET REA

$1.96B

47,961,726

1.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.92B

2,956,006

1.8%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$1.87B

26,230,978

1.7%

SPSB SPDR SERIES TRUST

STATE STREET SPD

$1.60B

53,069,411

1.5%

IDEV ISHARES TR

CORE MSCI INTL

$1.60B

19,092,951

1.5%

MUB ISHARES TR

NATIONAL MUN ETF

$1.53B

14,367,478

1.4%

MSFT MICROSOFT CORP

COM

$1.43B

3,870,580

1.3%

AGG ISHARES TR

CORE US AGGBD ET

$1.39B

14,026,407

1.3%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$1.37B

27,532,088

1.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.36B

2,837,844

1.2%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$1.17B

47,134,843

1.1%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$1.14B

19,200,025

1.0%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$1.11B

12,560,585

1.0%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$1.02B

21,771,079

0.9%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$984.9M

18,221,206

0.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$966.9M

1,618,133

0.9%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$911.2M

29,432,010

0.8%

AMZN AMAZON COM INC

COM

$898.5M

4,314,124

0.8%

GOOGL ALPHABET INC

CAP STK CL A

$848.7M

2,951,228

0.8%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$844.4M

13,521,487

0.8%

SCHE SCHWAB STRATEGIC TR

EMRG MKTEQ ETF

$716.9M

21,758,142

0.7%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$568.6M

3,839,152

0.5%

AVGO BROADCOM INC

COM

$557.7M

1,801,894

0.5%

META META PLATFORMS INC

CL A

$542.2M

947,746

0.5%

VB VANGUARD INDEX FDS

SMALL CP ETF

$533.2M

2,035,636

0.5%

GOOG ALPHABET INC

CAP STK CL C

$523.3M

1,824,150

0.5%

JPM JPMORGAN CHASE & CO

COM

$454.0M

1,543,468

0.4%

SCHH SCHWAB STRATEGIC TR

US REIT ETF

$437.5M

20,357,903

0.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$414.6M

718,318

0.4%

TSLA TESLA INC

COM

$392.1M

1,054,828

0.4%

LLY ELI LILLY & CO

COM

$386.9M

420,635

0.4%

— EXXON MOBIL CORP

COM

$379.2M

2,234,969

0.3%

JNJ JOHNSON & JOHNSON

COM

$327.9M

1,341,281

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

45%前 6 大占比

IVV14.3%BND8.2%VEA7.0%SPDW5.6%SPMD5.2%IEMG4.9%