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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
$109.66B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 10
增持 75
减持 61
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$494.3M
2,540,684
-31%
增持
IVV
ISHARES TR
+$414.8M
15,380,098
+6%
增持
BND
VANGUARD BD INDEX FDS
+$296.6M
38,224,122
+11%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VYM
VANGUARD WHITEHALL FDS
-$230.9M
3,834,537
-36%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$153.8M
14,592,677
-10%
增持
VNQ
VANGUARD INDEX FDS
+$122.7M
18,033,329
+7%
增持
SPMD
SPDR SER TR
+$120.4M
38,275,290
+10%
减持
VXF
VANGUARD INDEX FDS
-$112.3M
747,220
-43%
减持
VB
VANGUARD INDEX FDS
-$110.8M
1,782,156
-20%
减持
VV
VANGUARD INDEX FDS
-$96.5M
8,086,539
-6%
减持
VTI
VANGUARD INDEX FDS
-$89.8M
5,950,874
-6%
增持
IEMG
ISHARES INC
-$87.3M
46,482,123
+5%
增持
DGS
WISDOMTREE TR
+$82.6M
18,501,987
+11%
减持
RBLX
ROBLOX CORP
-$76.8M
1,576,214
-28%
增持
SPYM
SPDR SER TR
+$76.6M
15,320,248
+11%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$69.6M
637,608
-68%
减持
AAPL
APPLE INC
+$61.3M
7,307,422
-0%
增持
MUB
ISHARES TR
+$58.0M
8,134,607
+7%
减持
VXUS
VANGUARD STAR FDS
-$53.4M
964,680
-45%
减持
AGG
ISHARES TR
-$46.8M
15,520,016
-2%
增持
SPEM
SPDR INDEX SHS FDS
+$44.3M
14,677,307
+15%
增持
VO
VANGUARD INDEX FDS
+$38.1M
7,017,036
+3%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$38.1M
3,551,339
+19%
增持
VOO
VANGUARD INDEX FDS
+$36.0M
460,648
+24%
增持
VTEB
VANGUARD MUN BD FDS
+$33.8M
6,408,663
+12%
减持
IAU
ISHARES GOLD TR
-$33.7M
1,463,548
-40%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$32.5M
992,074
减持
TSLA
TESLA INC
+$30.6M
254,386
-6%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$28.9M
24,001,700
+2%
增持
ESGV
VANGUARD WORLD FD
+$28.6M
739,022
+93%
增持
IDEV
ISHARES TR
+$26.2M
7,232,877
+7%
减持
IWB
ISHARES TR
-$24.1M
573,535
-15%
增持
SPDW
SPDR INDEX SHS FDS
+$24.1M
35,200,412
+4%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$23.7M
860,066
-28%
减持
IEI
ISHARES TR
-$23.1M
3,531,431
-5%
增持
VSGX
VANGUARD WORLD FD
+$21.2M
675,129
+111%
增持
MSFT
MICROSOFT CORP
+$21.1M
1,558,064
+1%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$21.0M
92,582,614
+2%
增持
AVUV
AMERICAN CENTY ETF TR
+$20.2M
925,970
+41%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$19.6M
2,677,892
-1%
减持
IJR
ISHARES TR
-$18.3M
946,687
-12%
增持
ESGE
ISHARES INC
+$17.0M
852,299
+110%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$16.8M
166
+35%
建仓
GE
GENERAL ELECTRIC CO
+$16.5M
159,911
减持
PTLC
PACER FDS TR
-$15.7M
329,938
-56%
增持
ESML
ISHARES TR
+$15.6M
784,964
+111%
减持
IWM
ISHARES TR
-$15.5M
270,644
-17%
增持
AMLP
ALPS ETF TR
-$14.2M
5,542,056
+1%
增持
DSI
ISHARES TR
+$13.9M
174,436
+2121%
减持
EFA
ISHARES TR
-$13.2M
2,514,434
-5%
减持
KO
COCA COLA CO
-$12.9M
1,065,788
-16%
增持
DFAT
DIMENSIONAL ETF TRUST
+$12.8M
7,267,443
+5%
清仓
—
GENERAL ELECTRIC CO
-$12.4M
0
-100%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$11.6M
878,433
+762%
增持
ISTB
ISHARES TR
+$11.1M
254,706
+594%
增持
AVDV
AMERICAN CENTY ETF TR
+$10.4M
527,353
+44%
减持
JNJ
JOHNSON & JOHNSON
-$10.2M
646,909
-7%
增持
GOOGL
ALPHABET INC
+$10.0M
41,848
+0%
减持
IEFA
ISHARES TR
-$9.8M
2,230,560
-5%
增持
ESGD
ISHARES TR
+$9.7M
220,604
+129%
增持
MRNA
MODERNA INC
+$9.6M
34,710
+115%
增持
MLPA
GLOBAL X FDS
-$9.1M
3,227,409
+1%
增持
EEM
ISHARES TR
+$8.7M
898,063
+35%
增持
DFAS
DIMENSIONAL ETF TRUST
+$8.5M
5,974,356
+4%
增持
SCHX
SCHWAB STRATEGIC TR
+$8.5M
3,562,384
+2%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$7.9M
59,059
-5%
减持
—
CONTINENTAL RES INC
-$7.6M
27,301
-88%
增持
SOFI
SOFI TECHNOLOGIES INC
+$7.5M
632,501
+376%
增持
BABA
ALIBABA GROUP HLDG LTD
-$7.5M
111,960
+6%
增持
VBR
VANGUARD INDEX FDS
+$7.4M
177,577
+36%
减持
—
EXXON MOBIL CORP
-$7.2M
1,123,401
-3%
建仓
—
POSHMARK INC
+$7.1M
297,900
减持
JUST
GOLDMAN SACHS ETF TR
-$7.0M
107,228
-51%
减持
AMAT
APPLIED MATLS INC
-$6.8M
222,793
-12%
减持
MINT
PIMCO ETF TR
-$6.7M
331,557
-17%
建仓
LCNB
LCNB CORP
+$6.7M
377,220
减持
PTIN
PACER FDS TR
-$6.6M
161,709
-58%
减持
UNP
UNION PAC CORP
-$6.5M
268,373
-1%
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$6.2M
318,384
-46%
增持
NFLX
NETFLIX INC
+$5.9M
54,844
+5%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$5.8M
225,201
增持
VZ
VERIZON COMMUNICATIONS INC
+$5.7M
837,136
+19%
减持
GOOG
ALPHABET INC
+$5.6M
39,115
-1%
增持
SCHE
SCHWAB STRATEGIC TR
-$5.6M
16,097,884
+7%
增持
SCHH
SCHWAB STRATEGIC TR
+$5.5M
13,755,336
+1%
增持
DOL
WISDOMTREE TR
+$5.4M
2,253,787
+9%
增持
SCZ
ISHARES TR
+$5.2M
4,494,128
+1%
增持
PEP
PEPSICO INC
+$5.1M
348,749
+9%
增持
EMXC
ISHARES INC
+$4.9M
133,233
+162%
增持
WFC
WELLS FARGO CO NEW
+$4.8M
777,329
+13%
减持
COST
COSTCO WHSL CORP NEW
+$4.8M
114,575
-3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$4.8M
429,156
+22%
清仓
—
CHURCHILL CAPITAL CORP IV
-$4.7M
0
-100%
增持
MKC
MCCORMICK & CO INC
+$4.6M
112,150
+122%
增持
PGR
PROGRESSIVE CORP
+$4.6M
69,311
+310%
减持
EAGG
ISHARES TR
-$4.6M
109,294
-43%
增持
V
VISA INC
+$4.5M
352,799
+11%
减持
MMM
3M CO
-$4.5M
127,908
-6%
增持
MCD
MCDONALDS CORP
+$4.5M
240,039
+4%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$4.4M
35,829
+156%
减持
MVIS
MICROVISION INC DEL
-$4.3M
753,324
-0%
增持
BX
BLACKSTONE INC
+$4.3M
150,744
+11%
增持
IJH
ISHARES TR
-$4.3M
906,395
+0%
减持
SPSM
SPDR SER TR
-$4.2M
3,124,765
-0%
减持
AMGN
AMGEN INC
-$4.2M
114,965
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.2M
266,062
+29%
建仓
SRLN
SSGA ACTIVE ETF TR
+$4.1M
88,572
增持
UPS
UNITED PARCEL SERVICE INC
+$4.1M
208,473
+28%
减持
IWD
ISHARES TR
-$4.1M
509,648
-4%
增持
SUSC
ISHARES TR
+$3.9M
268,280
+117%
建仓
NUMG
NUSHARES ETF TR
+$3.9M
71,857
减持
ROKU
ROKU INC
-$3.9M
24,229
-3%
增持
DON
WISDOMTREE TR
+$3.9M
1,267,690
+9%
增持
—
BROOKFIELD ASSET MGMT INC
+$3.8M
288,672
+27%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.8M
191,464
+17%
增持
QQQ
INVESCO QQQ TR
+$3.8M
330,965
+2%
增持
NEE
NEXTERA ENERGY INC
+$3.8M
431,995
+5%
减持
NIO
NIO INC
-$3.7M
213,494
-0%
增持
VTIP
VANGUARD MALVERN FDS
+$3.7M
544,616
+14%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.7M
627,893
+11%
建仓
NUMV
NUSHARES ETF TR
+$3.6M
100,403
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$3.6M
55,053
+15%
减持
VUSB
VANGUARD BD INDEX FDS
-$3.6M
92,902
-44%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$3.6M
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$3.6M
92,515
-2%
减持
SHOP
SHOPIFY INC
-$3.5M
20,399
-4%
增持
WMT
WALMART INC
+$3.5M
361,478
+9%
增持
SHYG
ISHARES TR
+$3.5M
123,811
+160%
减持
LMT
LOCKHEED MARTIN CORP
-$3.4M
45,427
-10%
减持
HD
HOME DEPOT INC
-$3.4M
247,158
-7%
减持
QCOM
QUALCOMM INC
-$3.3M
220,982
-1%
减持
PFE
PFIZER INC
+$3.3M
1,048,035
-2%
增持
—
NXP SEMICONDUCTORS N V
+$3.3M
34,070
+106%
减持
JPM
JPMORGAN CHASE & CO
+$3.2M
580,756
-2%
增持
ESGU
ISHARES TR
+$3.1M
104,779
+44%
减持
IWV
ISHARES TR
-$3.1M
35,596
-25%
减持
ORCL
ORACLE CORP
+$3.1M
370,068
-1%
减持
DVY
ISHARES TR
-$3.1M
251,650
-8%
增持
DLN
WISDOMTREE TR
+$3.1M
539,464
+6%
减持
TWLO
TWILIO INC
-$3.0M
27,515
-8%
建仓
—
ASTRA SPACE INC
+$2.9M
338,727
清仓
PAR
PAR TECHNOLOGY CORP
-$2.9M
0
-100%
建仓
—
VEONEER INC
+$2.9M
85,772
减持
PSX
PHILLIPS 66
-$2.9M
94,619
-15%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.9M
82,145
-56%
减持
GSBD
GOLDMAN SACHS BDC INC
-$2.9M
1,226,788
-5%
减持
VUG
VANGUARD INDEX FDS
-$2.8M
142,451
-7%
增持
LLY
LILLY ELI & CO
+$2.8M
130,446
+10%
减持
D
DOMINION ENERGY INC
-$2.8M
137,685
-21%
增持
DASH
DOORDASH INC
+$2.7M
51,671
+16%
