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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 8
增持 110
减持 30
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$906.9M
114,292,793
+7%
增持
IVV
ISHARES TR
+$537.9M
18,840,232
+1%
增持
IDEV
ISHARES TR
+$450.0M
20,940,430
+40%
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
IEMG
ISHARES INC
+$379.4M
60,351,520
+6%
增持
SCHX
SCHWAB STRATEGIC TR
+$346.6M
30,641,503
+25%
增持
SPMD
SPDR SER TR
+$332.4M
51,729,166
+7%
增持
SPDW
SPDR INDEX SHS FDS
+$299.2M
53,015,511
+7%
建仓
AVUS
AMERICAN CENTY ETF TR
+$281.6M
4,140,930
增持
BND
VANGUARD BD INDEX FDS
+$236.2M
40,290,437
+8%
增持
AVUV
AMERICAN CENTY ETF TR
+$216.4M
4,761,734
+128%
增持
DFAT
DIMENSIONAL ETF TRUST
+$211.8M
13,148,841
+40%
增持
VV
VANGUARD INDEX FDS
+$200.9M
12,665,119
+3%
增持
SPSB
SPDR SER TR
+$182.0M
9,050,546
+215%
建仓
AVEM
AMERICAN CENTY ETF TR
+$180.8M
3,583,397
增持
AVDV
AMERICAN CENTY ETF TR
+$176.1M
4,643,178
+173%
增持
DGS
WISDOMTREE TR
+$172.3M
28,253,997
+5%
建仓
AVDE
AMERICAN CENTY ETF TR
+$150.9M
2,837,807
增持
DFUV
DIMENSIONAL ETF TRUST
+$123.4M
5,900,502
+136%
减持
VO
VANGUARD INDEX FDS
+$118.6M
8,166,058
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$110.5M
2,681,321
+0%
增持
XLRE
SELECT SECTOR SPDR TR
+$105.1M
2,865,275
+14134%
减持
TSLA
TESLA INC
-$100.0M
975,966
-3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$99.9M
24,365,799
+3%
增持
SCHM
SCHWAB STRATEGIC TR
+$90.2M
10,763,789
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$87.9M
3,607,815
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$86.6M
22,426,180
+4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$80.9M
9,253,214
+10%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$79.9M
3,638,996
减持
SCHF
SCHWAB STRATEGIC TR
+$79.6M
20,241,647
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$76.0M
19,531,726
+6%
增持
DFIV
DIMENSIONAL ETF TRUST
+$73.9M
3,467,712
+184%
增持
SCHE
SCHWAB STRATEGIC TR
+$73.7M
26,530,641
+7%
增持
SPEM
SPDR INDEX SHS FDS
+$72.7M
23,173,138
+4%
增持
IJR
ISHARES TR
+$70.1M
1,741,077
+60%
增持
AMZN
AMAZON COM INC
-$64.0M
2,720,008
+6%
增持
SUB
ISHARES TR
+$63.8M
1,058,893
+133%
增持
SCZ
ISHARES TR
+$58.2M
5,354,800
+7%
减持
VYM
VANGUARD WHITEHALL FDS
+$57.6M
4,393,526
-0%
增持
—
EXXON MOBIL CORP
+$51.4M
1,573,012
+12%
减持
VTI
VANGUARD INDEX FDS
+$51.4M
9,094,342
-3%
增持
MSFT
MICROSOFT CORP
+$46.4M
2,041,325
+7%
增持
JPM
JPMORGAN CHASE & CO
+$39.6M
977,225
+12%
增持
PG
PROCTER AND GAMBLE CO
+$37.2M
1,256,336
+4%
减持
VNQ
VANGUARD INDEX FDS
+$35.6M
20,831,070
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$35.5M
1,456,732
+30%
增持
HD
HOME DEPOT INC
+$35.2M
436,228
+17%
增持
ABBV
ABBVIE INC
+$34.2M
592,826
+29%
增持
IJH
ISHARES TR
+$32.2M
969,577
+5%
增持
SCHH
SCHWAB STRATEGIC TR
+$30.8M
32,692,869
+2%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$29.2M
1,166,259
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$28.4M
437,250
+6%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$28.1M
5,675,318
+9%
增持
VB
VANGUARD INDEX FDS
+$25.4M
1,904,568
+0%
增持
EWX
SPDR INDEX SHS FDS
+$24.7M
3,918,314
+7%
建仓
DISV
DIMENSIONAL ETF TRUST
+$23.8M
1,072,196
增持
DOL
WISDOMTREE TR
+$23.2M
2,991,114
+3%
增持
V
VISA INC
+$22.3M
476,380
+10%
减持
META
META PLATFORMS INC
-$21.8M
673,412
-21%
增持
CVX
CHEVRON CORP NEW
+$21.5M
513,195
+4%
清仓
MDRX
ALLSCRIPTS HEALTHCARE SOLUTN
-$19.6M
0
-100%
减持
IEI
ISHARES TR
-$19.2M
2,285,697
-7%
减持
EFA
ISHARES TR
+$18.7M
2,268,879
-2%
减持
IEFA
ISHARES TR
+$18.2M
2,664,473
-4%
增持
BA
BOEING CO
+$17.9M
231,899
+7%
增持
NVDA
NVIDIA CORPORATION
+$17.0M
578,376
+6%
增持
DFAC
DIMENSIONAL ETF TRUST
+$16.9M
1,276,855
+102%
增持
MA
MASTERCARD INCORPORATED
+$16.7M
187,989
+10%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$16.4M
65,460
+645%
增持
AAPL
APPLE INC
-$16.3M
9,091,897
+5%
减持
MRK
MERCK & CO INC
+$16.3M
673,288
-1%
增持
NKE
NIKE INC
+$15.5M
413,084
+5%
增持
IWO
ISHARES TR
+$15.2M
209,687
+45%
增持
JNJ
JOHNSON & JOHNSON
+$14.8M
911,532
+2%
增持
DFAU
DIMENSIONAL ETF TRUST
+$14.7M
552,984
+6368%
增持
CAT
CATERPILLAR INC
+$14.2M
162,135
+8%
增持
ABT
ABBOTT LABS
+$14.0M
652,410
+10%
增持
ORCL
ORACLE CORP
+$14.0M
546,092
+9%
增持
PFE
PFIZER INC
+$13.6M
1,338,346
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$13.5M
163,112
+13%
增持
SCHV
SCHWAB STRATEGIC TR
+$13.4M
422,226
+71%
增持
BAC
BANK AMERICA CORP
+$12.8M
2,482,519
+8%
增持
COST
COSTCO WHSL CORP NEW
+$12.6M
168,666
+24%
增持
PSX
PHILLIPS 66
+$12.6M
215,957
+77%
增持
PEP
PEPSICO INC
+$12.5M
489,187
+5%
清仓
—
BROOKFIELD ASSET MGMT INC
-$12.5M
0
-100%
增持
VSGX
VANGUARD WORLD FD
+$12.2M
990,785
+18%
增持
SCHG
SCHWAB STRATEGIC TR
+$12.0M
611,501
+55%
增持
SPSM
SPDR SER TR
+$11.7M
3,317,955
+2%
增持
VTV
VANGUARD INDEX FDS
+$11.6M
507,436
+5%
增持
WMT
WALMART INC
+$11.6M
484,406
+10%
减持
MUB
ISHARES TR
+$11.3M
9,987,753
-2%
减持
VXF
VANGUARD INDEX FDS
-$11.3M
500,020
-18%
增持
IJJ
ISHARES TR
+$11.2M
251,707
+60%
减持
ITOT
ISHARES TR
+$10.8M
3,105,900
-2%
减持
VOD
VODAFONE GROUP PLC NEW
-$10.6M
168,400
-85%
增持
DE
DEERE & CO
+$10.6M
70,666
+20%
减持
MCD
MCDONALDS CORP
+$10.5M
327,859
-2%
减持
KO
COCA COLA CO
+$10.3M
1,432,582
-1%
增持
ESGV
VANGUARD WORLD FD
+$10.2M
1,099,270
+11%
建仓
BN
BROOKFIELD CORP
+$10.2M
323,238
增持
HON
HONEYWELL INTL INC
+$10.1M
167,773
+9%
增持
DFUS
DIMENSIONAL ETF TRUST
+$10.1M
1,731,996
+8%
增持
LLY
LILLY ELI & CO
+$10.0M
157,801
+7%
增持
DLN
WISDOMTREE TR
+$9.9M
1,441,447
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$9.8M
201,667
+7%
减持
QQQ
INVESCO QQQ TR
-$9.7M
575,941
-7%
增持
FBND
FIDELITY MERRIMACK STR TR
+$9.2M
213,910
+2146%
增持
SLYV
SPDR SER TR
+$9.0M
846,542
+6%
增持
MGK
VANGUARD WORLD FD
+$8.9M
138,068
+62%
增持
DON
WISDOMTREE TR
+$8.7M
1,621,342
+5%
增持
IWR
ISHARES TR
+$8.7M
472,057
+27%
减持
VXUS
VANGUARD STAR FDS
-$8.6M
579,698
-31%
增持
VBR
VANGUARD INDEX FDS
+$8.5M
264,683
+13%
增持
AMD
ADVANCED MICRO DEVICES INC
+$8.5M
347,445
+56%
减持
IWB
ISHARES TR
+$8.5M
706,812
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$8.4M
76,664
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$8.4M
743,073
-4%
增持
VYMI
VANGUARD WHITEHALL FDS
+$8.4M
511,364
+20%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$8.4M
751,953
+4%
减持
IWD
ISHARES TR
+$8.3M
538,258
-0%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$8.2M
119
+2%
增持
CSCO
CISCO SYS INC
+$8.0M
985,098
+1%
建仓
CLFD
CLEARFIELD INC
+$8.0M
85,122
增持
VTIP
VANGUARD MALVERN FDS
+$8.0M
635,731
+41%
增持
AMGN
AMGEN INC
+$7.9M
142,286
+9%
增持
VUG
VANGUARD INDEX FDS
+$7.7M
220,218
+20%
增持
SCHA
SCHWAB STRATEGIC TR
+$7.7M
1,796,706
+4%
增持
CMCSA
COMCAST CORP NEW
+$7.7M
794,684
+16%
增持
GS
GOLDMAN SACHS GROUP INC
+$7.6M
61,737
+33%
减持
CFO
VICTORY PORTFOLIOS II
-$7.5M
180,262
-39%
增持
DEM
WISDOMTREE TR
+$7.3M
2,150,554
+1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$7.3M
78,159
+14%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$7.2M
365,471
+1%
增持
AVGO
BROADCOM INC
+$7.2M
51,952
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$6.8M
80,631
+9%
减持
SPIB
SPDR SER TR
-$6.7M
7,253,785
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$6.6M
225,413
+6%
增持
SBUX
STARBUCKS CORP
+$6.5M
369,196
+4%
增持
DVYE
ISHARES INC
+$6.5M
1,190,748
+21%
减持
—
CATALENT INC
-$6.5M
10,342
-89%
减持
VZ
VERIZON COMMUNICATIONS INC
-$6.4M
756,242
-21%
减持
MINT
PIMCO ETF TR
-$6.4M
362,525
-15%
增持
STIP
ISHARES TR
+$6.4M
277,149
+30%
增持
NFLX
NETFLIX INC
+$6.4M
87,751
+7%
增持
REET
ISHARES TR
+$6.2M
378,461
+233%
增持
DHR
DANAHER CORPORATION
+$6.1M
88,646
+31%
减持
SCHZ
SCHWAB STRATEGIC TR
-$6.1M
283,409
-32%
增持
MDLZ
MONDELEZ INTL INC
+$6.0M
457,479
+2%
增持
ESGE
ISHARES INC
+$5.9M
1,448,640
+6%
减持
VUSB
VANGUARD BD INDEX FDS
-$5.8M
294,930
-29%
