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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 2
增持 112
减持 34
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
-$292.6M
19,963,105
+0%
增持
BND
VANGUARD BD INDEX FDS
+$260.1M
55,509,448
+12%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$225.6M
124,132,310
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。
+1%
减持
VNQ
VANGUARD INDEX FDS
-$201.1M
19,216,004
-3%
增持
AAPL
APPLE INC
-$162.6M
9,070,554
+2%
减持
VTI
VANGUARD INDEX FDS
-$148.3M
8,349,721
-4%
增持
SPSB
SPDR SER TR
+$114.8M
21,102,181
+23%
减持
SPY
SPDR S&P 500 ETF TR
-$112.1M
2,990,020
-5%
增持
XLRE
SELECT SECTOR SPDR TR
+$92.4M
15,124,063
+35%
增持
VO
VANGUARD INDEX FDS
-$91.9M
8,278,489
+0%
减持
SCHH
SCHWAB STRATEGIC TR
-$75.7M
29,910,060
-4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$67.7M
23,133,456
+0%
增持
SCHR
SCHWAB STRATEGIC TR
+$59.3M
1,605,953
+348%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$59.2M
5
-96%
减持
SCHX
SCHWAB STRATEGIC TR
-$57.2M
28,947,247
-0%
增持
IDEV
ISHARES TR
-$49.3M
17,984,179
+0%
增持
SPMD
SPDR SER TR
-$48.9M
59,934,233
+3%
增持
GOOG
ALPHABET INC
+$47.3M
1,737,398
+16%
增持
VTEB
VANGUARD MUN BD FDS
+$41.9M
21,496,140
+9%
增持
SPDW
SPDR INDEX SHS FDS
-$39.6M
53,616,370
+2%
减持
SCHM
SCHWAB STRATEGIC TR
-$36.7M
10,233,437
-0%
增持
—
EXXON MOBIL CORP
+$36.6M
1,720,354
+11%
增持
ADBE
ADOBE INC
+$36.1M
147,246
+85%
增持
LQD
ISHARES TR
+$34.1M
721,664
+97%
增持
VOO
VANGUARD INDEX FDS
+$33.5M
908,287
+14%
增持
DGS
WISDOMTREE TR
+$33.2M
31,788,936
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$32.3M
22,897,419
+0%
增持
GOOGL
ALPHABET INC
+$29.8M
1,585,825
+6%
减持
SCHE
SCHWAB STRATEGIC TR
-$29.3M
25,170,823
-2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$28.8M
7,572,733
+10%
增持
DLR
DIGITAL RLTY TR INC
+$28.3M
257,024
+955%
减持
DFAS
DIMENSIONAL ETF TRUST
-$28.2M
9,790,547
-1%
增持
SUB
ISHARES TR
+$26.9M
1,921,078
+17%
增持
VV
VANGUARD INDEX FDS
-$26.6M
12,982,165
+3%
增持
MBB
ISHARES TR
+$25.9M
316,046
+1261%
减持
AVUS
AMERICAN CENTY ETF TR
-$24.5M
1,780,045
-14%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$24.4M
271,610
-12%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$24.4M
971,389
+25%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$24.3M
635,167
+105%
增持
MA
MASTERCARD INCORPORATED
+$22.1M
241,375
+29%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$21.7M
2,648,566
-0%
增持
JPM
JPMORGAN CHASE & CO
+$20.3M
1,147,696
+14%
增持
META
META PLATFORMS INC
+$20.2M
604,462
+7%
减持
AMLP
ALPS ETF TR
-$20.2M
2,633,284
-21%
减持
SCZ
ISHARES TR
-$19.9M
5,220,903
-2%
增持
SCHA
SCHWAB STRATEGIC TR
+$19.8M
2,444,406
+31%
增持
—
CHUBB LIMITED
+$19.4M
184,765
+87%
增持
AMZN
AMAZON COM INC
+$19.2M
2,968,771
+7%
增持
AVUV
AMERICAN CENTY ETF TR
+$18.9M
4,562,757
+5%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$17.9M
121,528
+75%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$17.3M
116,941
+46%
增持
—
EATON CORP PLC
+$16.9M
240,405
+41%
增持
ABBV
ABBVIE INC
+$16.9M
673,032
+10%
增持
SPEM
SPDR INDEX SHS FDS
+$16.7M
24,946,540
+4%
增持
LLY
ELI LILLY & CO
+$16.7M
161,849
+8%
增持
PSX
PHILLIPS 66
+$16.5M
319,646
+39%
减持
ITOT
ISHARES TR
-$16.3M
2,339,502
-3%
增持
TD
TORONTO DOMINION BK ONT
+$16.3M
680,539
+71%
增持
MINT
PIMCO ETF TR
+$16.1M
477,683
+50%
增持
CMCSA
COMCAST CORP NEW
+$15.7M
1,167,191
+34%
减持
DFAT
DIMENSIONAL ETF TRUST
-$15.6M
13,103,849
-1%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$15.6M
44,940
+1287%
减持
QQQ
INVESCO QQQ TR
-$15.2M
538,433
-4%
增持
VB
VANGUARD INDEX FDS
-$15.2M
1,875,217
+1%
增持
NVS
NOVARTIS AG
+$15.2M
447,582
+49%
减持
TSLA
TESLA INC
-$14.9M
839,437
-8%
增持
—
LAM RESEARCH CORP
+$14.9M
72,995
+52%
增持
WEX
WEX INC
+$14.6M
143,702
+111%
减持
AVEM
AMERICAN CENTY ETF TR
-$14.5M
1,719,059
-12%
增持
NVDA
NVIDIA CORPORATION
+$14.1M
569,779
+3%
增持
—
ACCENTURE PLC IRELAND
+$13.8M
260,140
+21%
减持
MLPA
GLOBAL X FDS
-$13.7M
2,136,667
-16%
增持
APH
AMPHENOL CORP NEW
+$13.6M
401,410
+70%
增持
MUB
ISHARES TR
+$13.5M
11,686,881
+5%
增持
HAS
HASBRO INC
+$13.4M
336,454
+146%
增持
SCHF
SCHWAB STRATEGIC TR
-$13.4M
20,928,205
+3%
减持
AVDE
AMERICAN CENTY ETF TR
-$13.0M
1,299,347
-13%
增持
COST
COSTCO WHSL CORP NEW
+$12.4M
196,906
+7%
增持
SPYM
SPDR SER TR
-$12.2M
26,057,485
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$12.2M
607,697
+55%
增持
UNH
UNITEDHEALTH GROUP INC
+$12.2M
195,749
+12%
减持
VYM
VANGUARD WHITEHALL FDS
-$12.1M
3,947,370
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$12.0M
118,561
+50%
增持
ENB
ENBRIDGE INC
+$12.0M
908,086
+83%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$11.7M
58,044
+99%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$11.2M
246,839
+47%
增持
MRK
MERCK & CO INC
+$11.2M
893,239
+28%
增持
IEFA
ISHARES TR
+$11.2M
2,855,888
+12%
增持
—
ICON PLC
+$11.1M
110,139
+72%
增持
CVX
CHEVRON CORP NEW
+$11.1M
534,652
+6%
增持
AVDV
AMERICAN CENTY ETF TR
+$10.9M
4,300,107
+4%
增持
MCK
MCKESSON CORP
+$10.8M
85,229
+39%
增持
AMGN
AMGEN INC
+$10.8M
159,109
+11%
减持
DOL
WISDOMTREE TR
-$10.7M
2,933,866
-4%
增持
AVGO
BROADCOM INC
+$10.7M
71,641
+27%
增持
NKE
NIKE INC
+$10.6M
611,664
+41%
增持
MCD
MCDONALDS CORP
-$10.5M
321,659
+1%
增持
SNOW
SNOWFLAKE INC
+$10.3M
133,656
+135%
清仓
APLD
APPLIED DIGITAL CORP
-$10.1M
0
-100%
减持
IEI
ISHARES TR
-$9.9M
2,024,415
-2%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$9.6M
263,024
+78%
增持
MDLZ
MONDELEZ INTL INC
+$9.6M
637,395
+34%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$9.5M
199,139
+2075%
增持
IWO
ISHARES TR
+$9.4M
241,962
+31%
增持
IEMG
ISHARES INC
+$9.3M
70,071,588
+4%
增持
NUE
NUCOR CORP
+$9.3M
172,440
+60%
增持
AEP
AMERICAN ELEC PWR CO INC
+$9.3M
342,110
+75%
减持
PRU
PRUDENTIAL FINL INC
-$9.2M
119,517
-49%
增持
CRM
SALESFORCE INC
+$9.2M
330,938
+21%
增持
TGT
TARGET CORP
+$8.9M
383,349
+50%
增持
APD
AIR PRODS & CHEMS INC
+$8.7M
100,572
+52%
增持
RTX
RTX CORPORATION
-$8.4M
395,653
+5%
增持
AGG
ISHARES TR
+$8.4M
11,802,110
+5%
增持
SGOV
ISHARES TR
+$8.0M
128,109
+164%
增持
PEP
PEPSICO INC
+$7.8M
761,797
+16%
增持
STZ
CONSTELLATION BRANDS INC
+$7.8M
79,692
+60%
减持
BNL
BROADSTONE NET LEASE INC
-$7.7M
864,025
-34%
减持
NFLX
NETFLIX INC
-$7.7M
111,229
-1%
减持
IWB
ISHARES TR
-$7.6M
646,288
-1%
建仓
POWA
INVESCO EXCH TRD SLF IDX FD
+$7.5M
115,107
增持
JNJ
JOHNSON & JOHNSON
+$7.4M
1,037,577
+11%
增持
CSCO
CISCO SYS INC
+$7.3M
1,137,933
+9%
减持
BAC
BANK AMERICA CORP
+$7.3M
2,843,546
-10%
减持
SPSM
SPDR SER TR
-$7.1M
3,369,960
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$6.8M
116,403
+21%
增持
ABT
ABBOTT LABS
+$6.5M
820,422
+24%
增持
CMI
CUMMINS INC
+$6.3M
59,511
+101%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$6.3M
77,073
+866%
增持
CCI
CROWN CASTLE INC
+$6.1M
233,482
+73%
增持
VTV
VANGUARD INDEX FDS
+$6.0M
566,268
+12%
减持
VUSB
VANGUARD BD INDEX FDS
-$6.0M
114,170
-52%
增持
MDRX
VERADIGM INC
+$6.0M
474,376
+2848%
增持
IJH
ISHARES TR
-$5.9M
980,056
+2%
建仓
IOT
SAMSARA INC
+$5.9M
233,170
增持
F
FORD MTR CO DEL
+$5.9M
2,918,361
+45%
增持
CAT
CATERPILLAR INC
+$5.7M
167,131
+3%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$5.7M
0
-100%
增持
WMT
WALMART INC
+$5.7M
494,961
+6%
增持
PFFD
GLOBAL X FDS
+$5.7M
802,871
+65%
增持
SHEL
SHELL PLC
+$5.6M
259,414
+41%
减持
DAL
DELTA AIR LINES INC DEL
-$5.6M
151,185
-36%
减持
AJG
GALLAGHER ARTHUR J & CO
-$5.6M
50,426
-35%
增持
SPIB
SPDR SER TR
+$5.6M
7,100,034
+5%
增持
MPC
MARATHON PETE CORP
+$5.4M
144,127
+2%
增持
EFA
ISHARES TR
-$5.4M
2,269,964
+2%
增持
DIS
DISNEY WALT CO
+$5.3M
671,046
+27%
增持
SCHG
SCHWAB STRATEGIC TR
+$5.2M
554,580
+18%
增持
USB
US BANCORP DEL
+$5.2M
837,191
+23%
增持
VGT
VANGUARD WORLD FDS
+$5.1M
127,559
+18%
减持
DVY
ISHARES TR
-$5.1M
278,116
-10%
