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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 5
增持 101
减持 42
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$572.0M
9,857,384
-8%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$556.5M
104,305,063
+4%
减持
BND
VANGUARD BD INDEX FDS
-$543.0M
34,433,585
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。
-13%
减持
AGG
ISHARES TR
-$333.6M
11,590,621
-18%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$329.3M
23,833,661
-8%
增持
IVV
ISHARES TR
-$315.8M
19,102,791
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$315.1M
3,885,669
+51%
增持
IEMG
ISHARES INC
-$291.9M
54,371,567
+2%
增持
SPMD
SPDR SER TR
-$285.7M
45,908,553
+3%
增持
VNQ
VANGUARD INDEX FDS
-$280.6M
20,789,433
+4%
增持
VTEB
VANGUARD MUN BD FDS
+$206.8M
17,523,749
+35%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$203.6M
2,689,299
+1%
增持
SPDW
SPDR INDEX SHS FDS
-$159.2M
45,320,493
+6%
增持
AAPL
APPLE INC
-$151.1M
9,016,161
+13%
增持
SPIB
SPDR SER TR
+$147.1M
7,596,130
+157%
增持
SCHX
SCHWAB STRATEGIC TR
+$140.6M
15,031,076
+53%
增持
VO
VANGUARD INDEX FDS
-$139.9M
8,155,172
+11%
增持
ITOT
ISHARES TR
+$134.1M
2,945,656
+164%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$117.5M
450,196
+222%
增持
DGS
WISDOMTREE TR
-$111.0M
25,268,259
+9%
增持
MUB
ISHARES TR
+$94.9M
9,737,879
+13%
增持
AMZN
AMAZON COM INC
-$82.6M
2,414,921
+2205%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$79.6M
2,518,817
增持
SCHH
SCHWAB STRATEGIC TR
-$75.0M
30,241,605
+6%
减持
META
META PLATFORMS INC
-$72.0M
818,666
-13%
增持
TSLA
TESLA INC
-$70.3M
343,167
+7%
减持
IEI
ISHARES TR
-$64.7M
2,555,504
-16%
减持
BSV
VANGUARD BD INDEX FDS
-$57.8M
525,169
-58%
增持
VOO
VANGUARD INDEX FDS
+$56.8M
893,191
+47%
增持
SCHM
SCHWAB STRATEGIC TR
+$56.4M
9,202,926
+34%
增持
SLYV
SPDR SER TR
+$55.7M
825,524
+1572%
增持
SPYM
SPDR SER TR
+$54.5M
27,392,019
+25%
增持
SCZ
ISHARES TR
-$50.6M
4,906,370
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$49.7M
18,732,386
+28%
增持
SPEM
SPDR INDEX SHS FDS
+$48.8M
21,082,776
+19%
增持
BIL
SPDR SER TR
+$44.7M
724,838
+207%
增持
SCHD
SCHWAB STRATEGIC TR
+$44.1M
978,140
+197%
减持
EWX
SPDR INDEX SHS FDS
-$43.4M
3,448,095
-7%
增持
DFAT
DIMENSIONAL ETF TRUST
-$42.4M
8,350,802
+3%
增持
NVDA
NVIDIA CORPORATION
-$40.5M
552,978
+14%
建仓
BKLC
BNY MELLON ETF TRUST
+$39.7M
568,674
增持
VB
VANGUARD INDEX FDS
-$38.0M
2,018,604
+9%
增持
SCHE
SCHWAB STRATEGIC TR
+$37.3M
23,110,617
+17%
增持
DFAS
DIMENSIONAL ETF TRUST
-$34.5M
7,623,785
+7%
增持
IWM
ISHARES TR
+$33.3M
749,365
+64%
增持
IJH
ISHARES TR
-$32.0M
947,990
+3%
增持
—
EXXON MOBIL CORP
+$31.2M
1,476,009
+28%
减持
RBLX
ROBLOX CORP
-$30.9M
320,293
-64%
增持
MSFT
MICROSOFT CORP
-$30.0M
2,032,131
+14%
增持
SCHW
SCHWAB CHARLES CORP
-$29.7M
1,418,947
+0%
减持
VXF
VANGUARD INDEX FDS
-$27.6M
679,493
-4%
减持
SCHB
SCHWAB STRATEGIC TR
-$27.3M
1,191,934
-20%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$27.2M
1,609,695
+41%
清仓
CVBF
CVB FINL CORP
-$27.2M
0
-100%
增持
EOG
EOG RES INC
+$25.8M
259,480
+966%
减持
AMLP
ALPS ETF TR
-$24.4M
5,197,417
-2%
增持
IDEV
ISHARES TR
+$23.1M
12,607,435
+23%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$22.8M
164
-4%
减持
SCHZ
SCHWAB STRATEGIC TR
-$21.8M
725,666
-35%
增持
KO
COCA COLA CO
+$20.8M
1,310,074
+32%
增持
—
PIONEER NAT RES CO
+$20.6M
107,069
+719%
清仓
—
CERNER CORP
-$20.0M
0
-100%
增持
BSY
BENTLEY SYS INC
+$18.5M
568,400
+5924%
增持
JNJ
JOHNSON & JOHNSON
+$17.8M
914,160
+11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$17.5M
814,414
-2%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$16.9M
4,557,461
-3%
增持
IEFA
ISHARES TR
-$16.5M
3,230,760
+9%
建仓
BKSE
BNY MELLON ETF TRUST
+$16.3M
216,650
减持
MINT
PIMCO ETF TR
-$16.3M
479,250
-25%
增持
EFA
ISHARES TR
+$15.6M
2,729,193
+30%
减持
BA
BOEING CO
-$15.3M
214,432
-8%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$14.9M
1,452,182
+108%
减持
CFO
VICTORY PORTFOLIOS II
-$14.0M
489,220
-20%
减持
DEM
WISDOMTREE TR
-$13.8M
2,010,167
-0%
减持
DFUS
DIMENSIONAL ETF TRUST
-$13.3M
1,596,824
-0%
增持
IJJ
ISHARES TR
+$13.0M
206,559
+247%
增持
SPSM
SPDR SER TR
-$12.8M
3,106,355
+5%
增持
LLY
LILLY ELI & CO
+$12.7M
148,888
+20%
减持
UPS
UNITED PARCEL SERVICE INC
-$12.7M
218,152
-11%
建仓
RC
READY CAPITAL CORP
+$12.6M
1,061,149
减持
MLPA
GLOBAL X FDS
-$12.6M
3,180,938
-1%
增持
IWF
ISHARES TR
-$12.4M
396,841
+11%
增持
GOOG
ALPHABET INC
-$12.1M
67,824
+19%
建仓
BKMC
BNY MELLON ETF TRUST
+$12.0M
158,850
增持
DOL
WISDOMTREE TR
-$11.7M
2,639,792
+5%
减持
ISTB
ISHARES TR
-$11.5M
220,744
-51%
减持
SCHC
SCHWAB STRATEGIC TR
-$11.4M
1,494,623
-2%
减持
SHY
ISHARES TR
-$11.4M
91,765
-60%
减持
VGT
VANGUARD WORLD FDS
-$11.2M
98,217
-5%
增持
GOOGL
ALPHABET INC
-$11.0M
65,608
+19%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$10.9M
330,877
-36%
减持
VXUS
VANGUARD STAR FDS
-$10.8M
926,938
-6%
增持
BAC
BK OF AMERICA CORP
-$10.7M
2,445,217
+18%
增持
NFLX
NETFLIX INC
-$10.7M
80,496
+19%
增持
VNLA
JANUS DETROIT STR TR
+$10.3M
354,188
+152%
增持
INTC
INTEL CORP
-$10.2M
1,463,551
+12%
减持
SPAB
SPDR SER TR
-$10.2M
1,145,049
-21%
增持
TGT
TARGET CORP
-$10.0M
210,397
+13%
增持
ABNB
AIRBNB INC
+$9.7M
208,817
+612%
减持
USHY
ISHARES TR
-$9.6M
185,447
-55%
增持
MCD
MCDONALDS CORP
+$9.5M
329,791
+15%
增持
MRK
MERCK & CO INC
+$9.3M
691,866
+6%
增持
PG
PROCTER AND GAMBLE CO
+$9.2M
1,154,053
+12%
增持
—
ACCENTURE PLC IRELAND
-$8.5M
180,315
+4%
增持
CVX
CHEVRON CORP NEW
+$8.5M
512,704
+27%
减持
VWOB
VANGUARD WHITEHALL FDS
-$8.4M
4,456
-96%
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$8.3M
432,403
-28%
增持
SHOP
SHOPIFY INC
-$8.3M
173,468
+758%
增持
F
FORD MTR CO DEL
-$8.1M
1,732,267
+6%
增持
VYM
VANGUARD WHITEHALL FDS
+$8.1M
4,506,096
+12%
增持
PFE
PFIZER INC
+$8.1M
1,271,322
+12%
增持
DIS
DISNEY WALT CO
-$7.9M
546,912
+26%
增持
EEM
ISHARES TR
+$7.8M
1,098,045
+37%
增持
NKE
NIKE INC
-$7.8M
387,628
+10%
减持
VOE
VANGUARD INDEX FDS
-$7.8M
368,809
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$7.7M
138,554
+11%
减持
AVGO
BROADCOM INC
-$7.7M
51,828
-1%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$7.6M
147,485
+58%
减持
NUE
NUCOR CORP
-$7.4M
132,246
-7%
减持
DOV
DOVER CORP
-$7.4M
202,274
-1%
增持
SU
SUNCOR ENERGY INC NEW
+$7.3M
221,525
+1291%
增持
VUG
VANGUARD INDEX FDS
-$7.1M
181,486
+10%
增持
MOAT
VANECK ETF TRUST
+$7.0M
159,705
+276%
减持
ESGD
ISHARES TR
-$6.9M
336,519
-11%
增持
AMGN
AMGEN INC
+$6.8M
138,248
+25%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$6.8M
154,099
-3%
增持
LQD
ISHARES TR
+$6.8M
270,231
+42%
增持
ZS
ZSCALER INC
-$6.7M
73,627
+0%
增持
IWP
ISHARES TR
-$6.5M
415,379
+6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$6.5M
308,957
+41%
增持
IWR
ISHARES TR
+$6.5M
480,613
+52%
减持
VTC
VANGUARD SCOTTSDALE FDS
-$6.4M
96,080
-42%
增持
DVYE
ISHARES INC
+$6.2M
735,970
+80%
增持
MPC
MARATHON PETE CORP
+$6.2M
174,580
+113%
增持
SPYG
SPDR SER TR
+$6.2M
413,707
+78%
增持
DFAC
DIMENSIONAL ETF TRUST
+$6.2M
636,445
+103%
增持
DLN
WISDOMTREE TR
+$6.2M
1,335,790
+21%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$6.2M
1,052,771
+3%
增持
VUSB
VANGUARD BD INDEX FDS
+$6.1M
194,652
+178%
增持
CRM
SALESFORCE INC
-$6.0M
219,249
+10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$5.9M
341,631
+5%
增持
CSCO
CISCO SYS INC
-$5.9M
984,842
+15%
增持
IHDG
WISDOMTREE TR
+$5.8M
224,873
+264%
减持
AGGY
WISDOMTREE TR
-$5.7M
228,437
-31%
减持
ISRG
INTUITIVE SURGICAL INC
-$5.7M
39,037
-14%
增持
IWB
ISHARES TR
-$5.6M
727,293
+16%
增持
JPM
JPMORGAN CHASE & CO
+$5.6M
952,212
+27%
增持
STIP
ISHARES TR
+$5.5M
177,094
+50%
增持
CAT
CATERPILLAR INC
-$5.5M
148,501
+3%
增持
DON
WISDOMTREE TR
-$5.5M
1,445,160
+4%
