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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 2
增持 74
减持 73
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$527.6M
18,892,261
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$443.5M
116,015,693
+2%
增持
AAPL
APPLE INC
+$312.2M
9,093,179
+0%
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
BND
VANGUARD BD INDEX FDS
+$276.5M
42,949,144
+7%
增持
IEMG
ISHARES INC
+$199.4M
61,854,529
+2%
增持
SPMD
SPDR SER TR
+$156.6M
53,598,042
+4%
增持
XLRE
SELECT SECTOR SPDR TR
+$141.5M
6,614,981
+131%
减持
VV
VANGUARD INDEX FDS
+$140.4M
12,562,025
-1%
减持
AVUS
AMERICAN CENTY ETF TR
-$120.2M
2,276,854
-45%
增持
SPSB
SPDR SER TR
+$115.6M
12,877,132
+42%
增持
MSFT
MICROSOFT CORP
+$102.7M
2,076,578
+2%
增持
SPYM
SPDR SER TR
+$84.5M
24,151,021
+1%
增持
DGS
WISDOMTREE TR
+$82.2M
28,939,465
+2%
减持
IDEV
ISHARES TR
-$81.1M
18,043,828
-14%
增持
NVDA
NVIDIA CORPORATION
+$77.8M
592,236
+2%
减持
AVEM
AMERICAN CENTY ETF TR
-$67.5M
2,141,071
-40%
减持
VTI
VANGUARD INDEX FDS
+$60.8M
8,817,123
-3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$60.1M
22,793,288
-6%
减持
AVDE
AMERICAN CENTY ETF TR
-$57.8M
1,632,479
-42%
增持
AMZN
AMAZON COM INC
+$57.1M
2,722,316
+0%
减持
SPDW
SPDR INDEX SHS FDS
+$56.4M
50,759,689
-4%
减持
AVUV
AMERICAN CENTY ETF TR
-$56.3M
4,030,974
-15%
减持
VNQ
VANGUARD INDEX FDS
-$54.5M
20,034,462
-4%
减持
META
META PLATFORMS INC
+$51.2M
580,502
-14%
减持
DFUV
DIMENSIONAL ETF TRUST
-$50.5M
4,391,995
-26%
减持
TSLA
TESLA INC
+$48.2M
906,853
-7%
增持
VTEB
VANGUARD MUN BD FDS
+$44.3M
19,955,063
+2%
减持
ITOT
ISHARES TR
-$41.5M
2,450,563
-21%
减持
SCHX
SCHWAB STRATEGIC TR
+$40.9M
29,446,924
-4%
减持
VYM
VANGUARD WHITEHALL FDS
-$36.9M
4,156,845
-5%
减持
DFAE
DIMENSIONAL ETF TRUST
-$36.1M
1,900,757
-48%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$33.0M
22,453,780
+0%
增持
QQQ
INVESCO QQQ TR
+$32.3M
580,615
+1%
减持
VO
VANGUARD INDEX FDS
+$32.0M
8,042,442
-2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$31.7M
6,064,317
+7%
减持
SCHH
SCHWAB STRATEGIC TR
-$29.9M
30,806,795
-6%
减持
SCHF
SCHWAB STRATEGIC TR
+$29.2M
19,574,657
-3%
增持
SUB
ISHARES TR
+$29.1M
1,332,940
+26%
减持
DFAT
DIMENSIONAL ETF TRUST
-$29.1M
12,332,843
-6%
增持
SPEM
SPDR INDEX SHS FDS
+$27.8M
23,195,762
+0%
增持
GOOGL
ALPHABET INC
+$26.2M
1,439,236
+3%
减持
AMLP
ALPS ETF TR
-$25.6M
4,016,311
-15%
减持
AVDV
AMERICAN CENTY ETF TR
-$25.4M
3,960,092
-15%
增持
GOOG
ALPHABET INC
+$24.2M
1,479,227
+7%
增持
VOO
VANGUARD INDEX FDS
+$23.6M
785,782
+2%
增持
MUB
ISHARES TR
+$23.0M
9,995,441
+0%
增持
PEP
PEPSICO INC
+$22.7M
609,251
+25%
减持
IJR
ISHARES TR
-$22.5M
1,471,383
-15%
减持
JNJ
JOHNSON & JOHNSON
-$20.1M
909,480
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$17.8M
3,413,477
-5%
增持
CRM
SALESFORCE INC
+$16.4M
277,272
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
-$15.8M
2,780,677
-20%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$15.3M
42,104
-68%
增持
—
EATON CORP PLC
+$14.7M
167,046
+88%
增持
HD
HOME DEPOT INC
-$14.2M
436,672
+0%
增持
IWF
ISHARES TR
+$13.9M
412,061
+2%
增持
PFE
PFIZER INC
-$13.5M
1,349,452
+1%
减持
IEI
ISHARES TR
-$12.9M
2,122,708
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$12.1M
2,641,414
-1%
增持
ONEQ
FIDELITY COMWLTH TR
+$12.1M
265,382
+1698%
增持
BA
BOEING CO
+$11.5M
261,965
+13%
减持
OSK
OSHKOSH CORP
-$11.3M
19,321
-87%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$11.0M
2,280,632
-25%
减持
DFAI
DIMENSIONAL ETF TRUST
-$10.5M
693,211
-41%
建仓
—
LINDE PLC
+$10.4M
29,258
减持
DISV
DIMENSIONAL ETF TRUST
-$9.9M
584,842
-45%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$9.9M
977,228
+19%
增持
HL
HECLA MNG CO
+$9.8M
1,565,010
+9356%
减持
EFA
ISHARES TR
+$9.8M
2,219,492
-2%
增持
SCHR
SCHWAB STRATEGIC TR
+$9.7M
365,203
+106%
增持
WEX
WEX INC
+$9.5M
67,264
+282%
增持
V
VISA INC
+$9.1M
478,418
+0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$9.1M
87,168
+45%
增持
KGC
KINROSS GOLD CORP
+$9.0M
1,915,318
+12903%
清仓
—
LINDE PLC
-$8.8M
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
-$8.7M
394,422
+15%
增持
WEN
WENDYS CO
+$8.6M
583,078
+220%
减持
SCHV
SCHWAB STRATEGIC TR
-$8.3M
298,545
-29%
增持
CVX
CHEVRON CORP NEW
-$8.2M
514,551
+0%
减持
—
FLEETCOR TECHNOLOGIES INC
-$8.1M
5,012
-90%
增持
BAC
BANK AMERICA CORP
-$7.6M
3,207,668
+29%
增持
COST
COSTCO WHSL CORP NEW
+$7.4M
173,937
+3%
增持
HOMB
HOME BANCSHARES INC
+$7.3M
466,496
+276%
减持
DFAS
DIMENSIONAL ETF TRUST
+$7.1M
9,116,439
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$7.0M
376,942
-0%
减持
SCHE
SCHWAB STRATEGIC TR
+$7.0M
25,895,218
-2%
减持
DIS
DISNEY WALT CO
+$6.8M
540,863
-1%
减持
MLPA
GLOBAL X FDS
-$6.8M
2,908,667
-6%
增持
ENB
ENBRIDGE INC
+$6.7M
697,867
+37%
减持
IWB
ISHARES TR
+$6.6M
691,340
-2%
增持
IHDG
WISDOMTREE TR
+$6.5M
606,952
+24%
增持
ORCL
ORACLE CORP
+$6.5M
550,021
+1%
减持
ABT
ABBOTT LABS
-$6.3M
644,661
-1%
减持
SCZ
ISHARES TR
+$6.2M
5,186,863
-3%
减持
VGT
VANGUARD WORLD FDS
+$6.2M
99,861
-1%
增持
QCOM
QUALCOMM INC
+$6.2M
356,280
+0%
增持
CNP
CENTERPOINT ENERGY INC
+$6.2M
273,161
+338%
减持
IAU
ISHARES GOLD TR
-$6.0M
931,748
-21%
增持
DFUS
DIMENSIONAL ETF TRUST
+$5.9M
1,755,423
+1%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$5.9M
780,346
+4%
减持
DFAU
DIMENSIONAL ETF TRUST
-$5.8M
318,401
-42%
增持
CSCO
CISCO SYS INC
+$5.7M
1,007,255
+2%
增持
WMB
WILLIAMS COS INC
+$5.7M
326,948
+166%
减持
JPM
JPMORGAN CHASE & CO
-$5.7M
962,012
-2%
增持
AVGO
BROADCOM INC
+$5.7M
54,098
+4%
增持
DEM
WISDOMTREE TR
+$5.6M
2,171,408
+1%
增持
—
LAM RESEARCH CORP
+$5.6M
47,091
+2%
增持
VSGX
VANGUARD WORLD FD
+$5.4M
1,034,209
+4%
减持
IEFA
ISHARES TR
+$5.3M
2,536,383
-5%
减持
ABNB
AIRBNB INC
+$5.3M
195,768
-9%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$5.3M
525,433
+910%
减持
LLY
LILLY ELI & CO
-$5.2M
152,827
-3%
减持
SPIB
SPDR SER TR
-$5.1M
6,948,712
-4%
减持
PG
PROCTER AND GAMBLE CO
-$5.1M
1,246,556
-1%
减持
VUG
VANGUARD INDEX FDS
+$4.9M
207,871
-6%
增持
UPS
UNITED PARCEL SERVICE INC
+$4.9M
223,076
+1%
减持
VOE
VANGUARD INDEX FDS
-$4.9M
320,168
-9%
增持
UNH
UNITEDHEALTH GROUP INC
-$4.9M
171,999
+5%
增持
SNPS
SYNOPSYS INC
+$4.8M
22,173
+90%
增持
MGK
VANGUARD WORLD FD
+$4.7M
138,967
+1%
增持
—
EXXON MOBIL CORP
+$4.5M
1,623,309
+3%
增持
IJJ
ISHARES TR
+$4.5M
290,707
+15%
增持
XLK
SELECT SECTOR SPDR TR
+$4.5M
156,108
+2%
减持
SNOW
SNOWFLAKE INC
-$4.4M
48,268
-41%
减持
HON
HONEYWELL INTL INC
-$4.4M
165,149
-2%
减持
AGG
ISHARES TR
-$4.4M
11,139,976
-3%
减持
FBND
FIDELITY MERRIMACK STR TR
-$4.3M
115,202
-46%
增持
F
FORD MTR CO DEL
+$4.3M
2,176,624
+8%
增持
SONY
SONY GROUP CORPORATION
+$4.3M
271,571
+2%
增持
TGT
TARGET CORP
+$4.2M
257,294
+2%
增持
AMAT
APPLIED MATLS INC
+$4.2M
147,901
+3%
增持
NTR
NUTRIEN LTD
+$4.1M
72,431
+332%
减持
SCHM
SCHWAB STRATEGIC TR
+$4.1M
10,469,112
-3%
增持
SCHO
SCHWAB STRATEGIC TR
+$4.1M
383,251
+27%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$4.1M
49,973
减持
IWD
ISHARES TR
-$4.1M
509,205
-5%
减持
CI
THE CIGNA GROUP
-$4.1M
35,891
-10%
减持
CLFD
CLEARFIELD INC
-$4.1M
85,034
-0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$4.0M
77,433
-1%
增持
NEE
NEXTERA ENERGY INC
-$4.0M
710,729
+1%
减持
COP
CONOCOPHILLIPS
-$4.0M
162,619
-5%
减持
PRU
PRUDENTIAL FINL INC
-$4.0M
231,784
-0%
减持
SWKS
SKYWORKS SOLUTIONS INC
+$3.9M
147,544
-0%
增持
SUSL
ISHARES TR
+$3.9M
230,717
+22%
减持
BIL
SPDR SER TR
-$3.8M
706,889
-6%
减持
WMT
WALMART INC
-$3.8M
439,629
-9%
减持
BSY
BENTLEY SYS INC
-$3.8M
13,772
-88%
减持
CVS
CVS HEALTH CORP
-$3.8M
178,378
-1%
增持
—
AON PLC
+$3.8M
27,813
+68%
减持
—
ACCENTURE PLC IRELAND
+$3.8M
204,059
-0%
