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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 1
增持 54
减持 91
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$542.3M
18,682,614
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$365.7M
106,985,553
+3%
增持
SCHX
SCHWAB STRATEGIC TR
+$365.5M
24,482,331
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。
+63%
增持
IEMG
ISHARES INC
-$228.5M
56,746,568
+4%
增持
VNQ
VANGUARD INDEX FDS
-$211.6M
20,987,142
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$175.0M
3,622,444
-7%
减持
VTI
VANGUARD INDEX FDS
-$171.9M
9,402,112
-5%
减持
SPYM
SPDR SER TR
-$137.2M
25,658,125
-6%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$118.4M
23,635,505
-1%
增持
SPSB
SPDR SER TR
+$80.8M
2,871,502
+2694%
减持
MSFT
MICROSOFT CORP
-$74.0M
1,902,970
-6%
减持
AGG
ISHARES TR
-$69.5M
11,511,622
-1%
增持
BND
VANGUARD BD INDEX FDS
+$66.8M
37,267,052
+8%
减持
SCHW
SCHWAB CHARLES CORP
-$65.6M
345,273
-76%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$61.8M
21,582,322
+6%
增持
VO
VANGUARD INDEX FDS
-$60.6M
8,223,071
+1%
增持
VV
VANGUARD INDEX FDS
+$57.8M
12,260,677
+9%
增持
DGS
WISDOMTREE TR
-$57.4M
26,884,747
+6%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$52.9M
723,661
-55%
增持
IDEV
ISHARES TR
+$44.8M
14,951,226
+19%
减持
IEFA
ISHARES TR
-$44.1M
2,773,454
-14%
增持
SPMD
SPDR SER TR
+$44.0M
48,394,287
+5%
减持
VOO
VANGUARD INDEX FDS
-$42.8M
813,463
-9%
增持
SPEM
SPDR INDEX SHS FDS
-$41.9M
22,264,858
+6%
减持
VYM
VANGUARD WHITEHALL FDS
-$40.4M
4,403,764
-2%
减持
EFA
ISHARES TR
-$40.3M
2,325,834
-15%
增持
SUB
ISHARES TR
+$39.5M
454,353
+561%
增持
SCHM
SCHWAB STRATEGIC TR
+$38.7M
10,176,759
+11%
增持
META
META PLATFORMS INC
-$38.0M
853,592
+4%
增持
SCHH
SCHWAB STRATEGIC TR
-$38.0M
32,092,669
+6%
减持
AAPL
APPLE INC
-$37.4M
8,652,525
-4%
减持
BKLC
BNY MELLON ETF TRUST
-$35.5M
63,911
-89%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$35.0M
3,050,894
+110%
增持
SCHE
SCHWAB STRATEGIC TR
-$32.3M
24,743,974
+7%
增持
SPDW
SPDR INDEX SHS FDS
-$32.2M
49,410,891
+9%
增持
AMZN
AMAZON COM INC
+$32.1M
2,560,652
+6%
减持
VB
VANGUARD INDEX FDS
-$31.4M
1,896,570
-6%
增持
DFAT
DIMENSIONAL ETF TRUST
+$30.3M
9,395,396
+13%
增持
DFAS
DIMENSIONAL ETF TRUST
+$26.5M
8,435,487
+11%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$25.1M
5,210,216
+14%
增持
TSLA
TESLA INC
+$24.9M
1,003,821
+193%
增持
GOOG
ALPHABET INC
-$24.6M
1,274,051
+1778%
减持
IWM
ISHARES TR
-$23.9M
639,397
-15%
增持
SCZ
ISHARES TR
-$23.6M
5,007,056
+2%
减持
IEI
ISHARES TR
-$23.2M
2,465,854
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$21.5M
2,669,110
-1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$20.9M
411,339
-9%
增持
SHV
ISHARES TR
+$19.9M
431,564
+73%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$19.5M
117
-29%
减持
INTC
INTEL CORP
-$19.4M
1,372,080
-6%
增持
QQQ
INVESCO QQQ TR
+$19.0M
617,465
+19%
增持
GOOGL
ALPHABET INC
-$19.0M
1,277,664
+1847%
减持
V
VISA INC
-$18.2M
431,344
-10%
增持
MDRX
ALLSCRIPTS HEALTHCARE SOLUTN
+$17.8M
1,286,015
+974%
增持
SCHF
SCHWAB STRATEGIC TR
-$16.8M
20,347,467
+9%
减持
NVDA
NVIDIA CORPORATION
-$16.4M
544,684
-1%
清仓
BKSE
BNY MELLON ETF TRUST
-$16.3M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$16.0M
895,361
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$15.9M
18,501,319
+6%
减持
SCHZ
SCHWAB STRATEGIC TR
-$15.7M
419,167
-42%
减持
JPM
JPMORGAN CHASE & CO
-$15.7M
875,579
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$15.1M
953,789
-6%
减持
VSGX
VANGUARD WORLD FD
-$14.9M
840,648
-20%
减持
SCHB
SCHWAB STRATEGIC TR
-$14.0M
921,652
-23%
增持
AVUV
AMERICAN CENTY ETF TR
+$13.5M
2,092,923
+15%
增持
PG
PROCTER AND GAMBLE CO
-$12.7M
1,213,844
+5%
减持
EEM
ISHARES TR
-$12.6M
900,884
-18%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$12.4M
772,446
-5%
减持
CFO
VICTORY PORTFOLIOS II
-$12.4M
296,818
-39%
减持
IWD
ISHARES TR
-$12.3M
539,494
-9%
减持
IJH
ISHARES TR
-$12.1M
922,771
-3%
减持
BSY
BENTLEY SYS INC
-$12.0M
227,786
-60%
清仓
BKMC
BNY MELLON ETF TRUST
-$12.0M
0
-100%
减持
PFE
PFIZER INC
-$11.7M
1,255,945
-1%
减持
ESGV
VANGUARD WORLD FD
-$11.6M
988,749
-11%
减持
VXF
VANGUARD INDEX FDS
-$11.3M
611,820
-10%
减持
IWB
ISHARES TR
-$10.8M
710,958
-2%
增持
VUSB
VANGUARD BD INDEX FDS
+$10.7M
413,766
+113%
减持
IJR
ISHARES TR
-$10.4M
1,085,553
-4%
减持
SPIB
SPDR SER TR
-$10.3M
7,584,885
-0%
增持
AVDV
AMERICAN CENTY ETF TR
+$9.5M
1,703,564
+26%
减持
CRM
SALESFORCE INC
-$9.4M
186,476
-15%
减持
TIP
ISHARES TR
-$9.3M
249,166
-20%
减持
VXUS
VANGUARD STAR FDS
-$9.3M
842,249
-9%
减持
RBLX
ROBLOX CORP
-$9.2M
38,277
-88%
减持
SPG
SIMON PPTY GROUP INC NEW
-$8.8M
70,138
-56%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$8.6M
68,723
-9%
减持
CMCSA
COMCAST CORP NEW
-$8.5M
686,254
-6%
减持
LMT
LOCKHEED MARTIN CORP
-$8.4M
74,687
-14%
清仓
—
GSK PLC
-$8.3M
0
-100%
增持
ABBV
ABBVIE INC
-$8.3M
460,805
+1%
减持
MA
MASTERCARD INCORPORATED
-$8.3M
170,253
-6%
减持
BNL
BROADSTONE NET LEASE INC
-$8.2M
1,486,283
-3%
减持
VTIP
VANGUARD MALVERN FDS
-$8.2M
451,330
-24%
增持
SUSL
ISHARES TR
+$7.9M
242,834
+129%
减持
IWR
ISHARES TR
-$7.9M
372,564
-22%
增持
MCK
MCKESSON CORP
+$7.8M
57,355
+55%
增持
ESGD
ISHARES TR
+$7.6M
511,538
+52%
减持
T
AT&T INC
-$7.6M
1,334,622
-0%
减持
ABT
ABBOTT LABS
-$7.5M
595,146
-1%
增持
LQD
ISHARES TR
+$7.3M
362,057
+34%
减持
IWO
ISHARES TR
-$7.3M
144,232
-20%
减持
VNLA
JANUS DETROIT STR TR
-$7.3M
205,363
-42%
减持
IAU
ISHARES GOLD TR
-$7.2M
1,323,781
-7%
减持
QCOM
QUALCOMM INC
-$7.2M
343,645
-5%
增持
MUB
ISHARES TR
+$6.8M
10,163,370
+4%
增持
NKE
NIKE INC
-$6.8M
394,525
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$6.8M
188,224
+31%
增持
SHY
ISHARES TR
+$6.8M
177,064
+93%
减持
MOAT
VANECK ETF TRUST
-$6.8M
56,841
-64%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$6.7M
362,037
-4%
减持
SCHP
SCHWAB STRATEGIC TR
-$6.7M
529,464
-13%
减持
AMLP
ALPS ETF TR
+$6.6M
5,079,012
-2%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$6.4M
122,410
-31%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$6.2M
212,593
-36%
减持
MLPA
GLOBAL X FDS
+$6.2M
3,131,729
-2%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$6.1M
722,236
-3%
减持
SLYV
SPDR SER TR
-$6.0M
801,124
-3%
减持
—
CATALENT INC
-$5.9M
95,725
-20%
减持
ORCL
ORACLE CORP
-$5.9M
502,347
-4%
增持
ITOT
ISHARES TR
+$5.8M
3,175,536
+8%
减持
DIS
DISNEY WALT CO
-$5.8M
485,943
-11%
减持
SCHC
SCHWAB STRATEGIC TR
-$5.8M
1,474,843
-1%
减持
UNP
UNION PAC CORP
-$5.7M
213,807
-4%
减持
ENB
ENBRIDGE INC
-$5.7M
496,714
-13%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$5.6M
211,718
-3%
减持
BAC
BK OF AMERICA CORP
-$5.6M
2,291,315
-6%
减持
—
ICON PLC
-$5.5M
65,143
-19%
减持
DFUV
DIMENSIONAL ETF TRUST
-$5.5M
2,503,294
-1%
减持
IJJ
ISHARES TR
-$5.4M
157,012
-24%
减持
MINT
PIMCO ETF TR
-$5.3M
426,541
-11%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$5.3M
74,162
-6%
增持
NFLX
NETFLIX INC
+$5.3M
82,165
+2%
增持
—
HELEN OF TROY LTD
-$5.2M
79,716
+1%
减持
VOD
VODAFONE GROUP PLC NEW
-$5.1M
1,089,206
-3%
增持
DEM
WISDOMTREE TR
-$5.1M
2,131,686
+6%
清仓
SFBS
SERVISFIRST BANCSHARES INC
-$5.0M
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$5.0M
1,721,099
+12%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$5.0M
1,073,510
+2%
减持
SPAB
SPDR SER TR
-$4.8M
1,016,507
-11%
减持
VTC
VANGUARD SCOTTSDALE FDS
-$4.8M
36,573
-62%
减持
IWF
ISHARES TR
-$4.7M
389,942
-2%
减持
MRK
MERCK & CO INC
-$4.7M
678,234
-2%
建仓
GSK
GSK PLC
+$4.6M
155,919
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$4.6M
223,274
-29%
减持
VTV
VANGUARD INDEX FDS
-$4.5M
483,001
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.5M
1,122,655
+15%
增持
ISTB
ISHARES TR
+$4.5M
324,752
+47%
减持
XLF
SELECT SECTOR SPDR TR
-$4.5M
263,755
-42%
减持
ICF
ISHARES TR
-$4.4M
415,754
-5%
