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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 10
增持 80
减持 59
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$1.14B
16,280,558
+6%
增持
BND
VANGUARD BD INDEX FDS
+$410.6M
43,385,232
+14%
增持
VNQ
VANGUARD INDEX FDS
+$398.2M
19,254,154
+7%
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。
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$335.2M
98,114,367
+6%
增持
SPMD
SPDR SER TR
+$325.2M
42,057,764
+10%
减持
AAPL
APPLE INC
+$261.2M
7,237,446
-1%
增持
VV
VANGUARD INDEX FDS
+$227.3M
8,379,546
+4%
增持
MUB
ISHARES TR
+$170.7M
9,595,094
+18%
增持
VO
VANGUARD INDEX FDS
+$136.8M
7,057,831
+1%
增持
SPYM
SPDR SER TR
+$133.1M
16,231,561
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$118.3M
17,147,417
+18%
增持
SPDW
SPDR INDEX SHS FDS
+$113.5M
38,050,139
+8%
增持
DGS
WISDOMTREE TR
+$110.2M
20,780,339
+12%
增持
IEMG
ISHARES INC
+$100.0M
49,627,437
+7%
减持
SPY
SPDR S&P 500 ETF TR
+$98.2M
2,502,226
-2%
增持
MSFT
MICROSOFT CORP
+$97.9M
1,593,722
+2%
增持
VOO
VANGUARD INDEX FDS
+$86.4M
614,049
+33%
减持
SCHH
SCHWAB STRATEGIC TR
+$74.5M
13,338,695
-3%
增持
SPEM
SPDR INDEX SHS FDS
+$72.7M
16,797,085
+14%
增持
VTEB
VANGUARD MUN BD FDS
+$69.8M
7,664,345
+20%
增持
DFAT
DIMENSIONAL ETF TRUST
+$59.5M
8,043,406
+11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$58.6M
2,640,339
-1%
增持
ITOT
ISHARES TR
+$56.5M
1,067,188
+82%
增持
DFAS
DIMENSIONAL ETF TRUST
+$51.9M
6,591,034
+10%
减持
TSLA
TESLA INC
+$49.4M
233,415
-8%
增持
CFO
VICTORY PORTFOLIOS II
+$49.2M
639,470
+9215%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$46.6M
4,309,713
+21%
增持
HD
HOME DEPOT INC
+$45.6M
305,450
+24%
增持
SCHX
SCHWAB STRATEGIC TR
+$43.8M
3,640,476
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$40.9M
10,707,043
+10%
增持
IDEV
ISHARES TR
+$38.4M
7,722,498
+7%
增持
SPIB
SPDR SER TR
+$36.7M
1,048,293
+3063%
减持
VTI
VANGUARD INDEX FDS
+$35.2M
5,619,051
-6%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$33.1M
24,785,970
+3%
增持
NVDA
NVIDIA CORPORATION
+$30.1M
334,285
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$28.2M
1,232,098
+33%
增持
IEFA
ISHARES TR
+$27.6M
2,588,092
+16%
减持
RBLX
ROBLOX CORP
+$27.5M
1,420,798
-10%
增持
SCZ
ISHARES TR
+$26.8M
4,942,218
+10%
建仓
—
TELUS INTL CDA INC
+$24.2M
731,047
增持
DGRW
WISDOMTREE TR
+$23.5M
369,575
+2377%
增持
KOMP
SPDR SER TR
+$22.8M
390,583
+8898%
增持
SCHM
SCHWAB STRATEGIC TR
+$22.1M
5,484,531
+0%
增持
AGGY
WISDOMTREE TR
+$20.7M
407,901
+4998%
增持
GOOG
ALPHABET INC
+$20.0M
42,943
+10%
增持
JETS
ETF SER SOLUTIONS
+$19.2M
1,326,027
+257%
建仓
DWLD
DAVIS FUNDAMENTAL ETF TR
+$18.8M
645,264
减持
VYM
VANGUARD WHITEHALL FDS
+$18.5M
3,700,046
-4%
增持
AVDV
AMERICAN CENTY ETF TR
+$18.4M
812,931
+54%
增持
PFE
PFIZER INC
+$17.6M
1,061,261
+1%
增持
GOOGL
ALPHABET INC
+$16.9M
43,887
+5%
减持
PG
PROCTER AND GAMBLE CO
+$16.8M
931,509
-4%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$16.5M
310,817
-51%
增持
EWX
SPDR INDEX SHS FDS
+$16.2M
3,903,415
+6%
增持
SCHW
SCHWAB CHARLES CORP
+$15.7M
1,373,159
+0%
增持
QQQ
INVESCO QQQ TR
+$15.5M
336,730
+2%
增持
VB
VANGUARD INDEX FDS
+$15.5M
1,792,708
+1%
增持
COST
COSTCO WHSL CORP NEW
+$15.0M
117,121
+2%
减持
IJH
ISHARES TR
+$15.0M
895,247
-1%
建仓
VNLA
JANUS DETROIT STR TR
+$14.0M
281,690
减持
BA
BOEING CO
-$12.7M
187,342
-18%
增持
ESGV
VANGUARD WORLD FD
+$12.6M
816,616
+10%
增持
ABBV
ABBVIE INC
+$12.4M
408,214
+3%
减持
IWB
ISHARES TR
+$12.3M
570,774
-0%
减持
IEI
ISHARES TR
-$12.3M
3,477,357
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$12.2M
634,422
-24%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$12.2M
229,639
增持
UNH
UNITEDHEALTH GROUP INC
+$12.2M
100,864
+2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$12.2M
232,918
-46%
增持
QCOM
QUALCOMM INC
+$12.1M
222,153
+1%
增持
—
ACCENTURE PLC IRELAND
+$11.7M
95,562
+9%
增持
SCHE
SCHWAB STRATEGIC TR
-$11.3M
16,183,659
+1%
减持
IWF
ISHARES TR
+$10.9M
349,779
-0%
增持
ABT
ABBOTT LABS
+$10.9M
398,415
+4%
增持
SHY
ISHARES TR
+$10.7M
220,050
+134%
减持
T
AT&T INC
-$10.6M
1,008,303
-23%
增持
IWM
ISHARES TR
+$10.6M
313,708
+16%
建仓
MEAR
ISHARES U S ETF TR
+$10.2M
203,424
建仓
GBCI
GLACIER BANCORP INC NEW
+$9.7M
170,494
建仓
BAB
INVESCO EXCH TRADED FD TR II
+$9.5M
287,910
减持
RNG
RINGCENTRAL INC
-$9.4M
3,702
-92%
增持
ESML
ISHARES TR
+$9.1M
985,616
+26%
建仓
EMQQ
EXCHANGE TRADED CONCEPTS TR
+$8.8M
206,046
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$8.7M
474,724
+0%
增持
AVGO
BROADCOM INC
+$8.6M
44,796
+3%
减持
AMLP
ALPS ETF TR
-$8.2M
5,392,584
-3%
增持
VSGX
VANGUARD WORLD FD
+$8.1M
802,560
+19%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$7.9M
169
+2%
增持
MCD
MCDONALDS CORP
+$7.8M
245,097
+2%
增持
DOL
WISDOMTREE TR
+$7.8M
2,325,069
+3%
增持
FLO
FLOWERS FOODS INC
+$7.7M
404,328
+180%
增持
ZS
ZSCALER INC
+$7.6M
77,943
+17%
减持
—
CERNER CORP
-$7.3M
257,211
-42%
减持
BSV
VANGUARD BD INDEX FDS
-$7.3M
1,718,381
-4%
增持
ESGE
ISHARES INC
+$7.0M
1,063,404
+25%
减持
DAL
DELTA AIR LINES INC DEL
-$6.6M
151,522
-48%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$6.4M
124,664
+3%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$6.3M
110,482
增持
STIP
ISHARES TR
+$6.1M
115,155
+99%
减持
OKTA
OKTA INC
-$6.0M
9,664
-72%
减持
UPS
UNITED PARCEL SERVICE INC
+$5.9M
202,882
-3%
减持
EEM
ISHARES TR
-$5.8M
807,289
-10%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$5.8M
949,882
+10%
减持
BAC
BK OF AMERICA CORP
+$5.8M
1,296,291
-2%
减持
IWD
ISHARES TR
+$5.8M
509,233
-0%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$5.7M
76,484
-12%
增持
LCNB
LCNB CORP
+$5.7M
632,900
+68%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$5.7M
6,508
-83%
减持
GE
GENERAL ELECTRIC CO
-$5.5M
115,780
-28%
减持
AMAT
APPLIED MATLS INC
+$5.5M
200,432
-10%
减持
NEE
NEXTERA ENERGY INC
+$5.5M
422,058
-2%
减持
CSCO
CISCO SYS INC
+$5.5M
673,009
-1%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$5.4M
54,369
-8%
减持
LVS
LAS VEGAS SANDS CORP
-$5.4M
29,387
-83%
增持
SCHP
SCHWAB STRATEGIC TR
+$5.4M
585,239
+16%
减持
VTIP
VANGUARD MALVERN FDS
-$5.3M
453,405
-17%
增持
XLK
SELECT SECTOR SPDR TR
+$5.3M
163,249
+6%
减持
DOV
DOVER CORP
+$5.3M
203,353
-0%
减持
TYL
TYLER TECHNOLOGIES INC
-$5.1M
43,003
-30%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$5.1M
13,903
-87%
减持
CVX
CHEVRON CORP NEW
+$5.1M
384,992
-3%
清仓
—
CREDIT SUISSE AG NASSAU BRH
-$5.0M
0
-100%
增持
DON
WISDOMTREE TR
+$5.0M
1,297,247
+2%
减持
UAL
UNITED AIRLS HLDGS INC
-$5.0M
80,990
-55%
增持
DLN
WISDOMTREE TR
+$4.9M
1,049,116
+94%
减持
DASH
DOORDASH INC
-$4.9M
38,367
-26%
减持
ALK
ALASKA AIR GROUP INC
-$4.9M
24,606
-77%
减持
VXF
VANGUARD INDEX FDS
-$4.9M
718,521
-4%
增持
BIL
SPDR SER TR
+$4.8M
299,965
+21%
减持
DFUS
DIMENSIONAL ETF TRUST
+$4.8M
1,569,983
-3%
建仓
XMPT
VANECK ETF TRUST
+$4.8M
160,824
增持
ISTB
ISHARES TR
+$4.7M
351,202
+38%
减持
MKC
MCCORMICK & CO INC
-$4.7M
45,416
-60%
减持
VGT
VANGUARD WORLD FDS
+$4.7M
88,967
-1%
减持
BABA
ALIBABA GROUP HLDG LTD
-$4.6M
98,214
-12%
减持
ICF
ISHARES TR
+$4.6M
442,387
-0%
减持
CZR
CAESARS ENTERTAINMENT INC NE
-$4.6M
2,198
-95%
增持
—
DRAFTKINGS INC
+$4.5M
256,979
+389%
增持
MRNA
MODERNA INC
-$4.5M
34,783
+0%
减持
F
FORD MTR CO DEL
+$4.5M
741,458
-5%
增持
MVIS
MICROVISION INC DEL
-$4.5M
766,733
+2%
增持
VOE
VANGUARD INDEX FDS
+$4.4M
334,510
+2%
减持
LUV
SOUTHWEST AIRLS CO
-$4.3M
221,564
-18%
减持
BIDU
BAIDU INC
-$4.3M
33,178
-45%
减持
PEP
PEPSICO INC
+$4.3M
326,730
-6%
增持
EMXC
ISHARES INC
+$4.3M
203,945
+53%
减持
FCX
FREEPORT-MCMORAN INC
-$4.2M
103,832
-60%
减持
VXUS
VANGUARD STAR FDS
-$4.2M
894,327
-7%
减持
—
CARNIVAL CORP
-$4.2M
160,947
-46%
减持
AMD
ADVANCED MICRO DEVICES INC
+$4.1M
162,037
-15%
