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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 2
增持 79
减持 67
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
-$8.48B
20,109,262
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$5.36B
126,420,464
+2%
增持
BND
VANGUARD BD INDEX FDS
-$3.85B
61,103,613
+10%
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
-$3.30B
73,116,143
+4%
增持
SPMD
SPDR SER TR
-$2.59B
62,288,448
+4%
增持
VV
VANGUARD INDEX FDS
-$2.48B
12,995,768
+0%
增持
XLRE
SELECT SECTOR SPDR TR
+$281.5M
19,890,374
+32%
增持
VTEB
VANGUARD MUN BD FDS
+$229.7M
24,754,352
+15%
增持
VO
VANGUARD INDEX FDS
+$216.1M
8,338,944
+1%
增持
AAPL
APPLE INC
+$195.1M
9,083,084
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$179.8M
3,074,512
+3%
增持
MSFT
MICROSOFT CORP
+$175.2M
2,367,967
+4%
增持
SPYM
SPDR SER TR
+$173.1M
26,525,460
+2%
增持
DGS
WISDOMTREE TR
+$168.2M
32,827,093
+3%
减持
VNQ
VANGUARD INDEX FDS
+$167.9M
18,354,045
-4%
增持
SPDW
SPDR INDEX SHS FDS
+$165.4M
53,750,050
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$161.6M
28,835,909
-0%
增持
AGG
ISHARES TR
+$136.2M
12,555,162
+6%
增持
DFAS
DIMENSIONAL ETF TRUST
+$124.1M
10,700,799
+9%
减持
VTI
VANGUARD INDEX FDS
+$122.6M
7,993,305
-4%
增持
VOO
VANGUARD INDEX FDS
+$118.6M
1,088,010
+20%
增持
DFAT
DIMENSIONAL ETF TRUST
+$115.0M
13,638,740
+4%
增持
IDEV
ISHARES TR
+$109.6M
18,186,121
+1%
增持
SPSB
SPDR SER TR
+$104.6M
24,288,400
+15%
增持
SCHF
SCHWAB STRATEGIC TR
+$104.6M
22,058,424
+5%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$88.3M
22,711,246
-2%
增持
SCHM
SCHWAB STRATEGIC TR
+$80.1M
10,259,228
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$79.3M
4,843,461
+6%
减持
SCHH
SCHWAB STRATEGIC TR
+$77.0M
29,351,371
-2%
增持
AVDV
AMERICAN CENTY ETF TR
+$72.5M
5,141,615
+20%
增持
SPEM
SPDR INDEX SHS FDS
+$63.8M
25,451,348
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$56.4M
8,247,170
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$53.3M
23,142,346
+1%
增持
META
META PLATFORMS INC
+$47.9M
647,886
+7%
增持
IJH
ISHARES TR
+$47.3M
1,052,584
+7%
增持
QQQ
INVESCO QQQ TR
+$43.3M
575,907
+7%
增持
IEFA
ISHARES TR
+$41.5M
3,202,082
+12%
减持
VB
VANGUARD INDEX FDS
+$41.3M
1,855,665
-1%
减持
MUB
ISHARES TR
-$40.8M
10,677,645
-9%
减持
—
EXXON MOBIL CORP
-$39.7M
1,626,198
-5%
减持
PEP
PEPSICO INC
-$39.3M
528,761
-31%
增持
IJR
ISHARES TR
+$34.7M
1,631,715
+8%
减持
NVDA
NVIDIA CORPORATION
+$33.2M
567,763
-0%
增持
SUB
ISHARES TR
+$31.0M
2,168,503
+13%
减持
AMZN
AMAZON COM INC
+$30.4M
2,681,998
-10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$28.5M
2,680,236
+1%
减持
LQD
ISHARES TR
-$28.5M
407,675
-44%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$27.6M
1,047,603
+8%
增持
DFAC
DIMENSIONAL ETF TRUST
+$27.0M
1,922,491
+72%
增持
IWB
ISHARES TR
+$26.5M
679,933
+5%
减持
SCZ
ISHARES TR
+$25.1M
5,169,029
-1%
增持
VUG
VANGUARD INDEX FDS
+$23.7M
268,771
+22%
增持
IWF
ISHARES TR
+$22.5M
429,430
+6%
增持
HD
HOME DEPOT INC
+$22.3M
461,008
+1%
减持
VYM
VANGUARD WHITEHALL FDS
+$21.3M
3,843,980
-3%
减持
GOOG
ALPHABET INC
-$20.6M
1,476,311
-15%
增持
VTV
VANGUARD INDEX FDS
+$20.6M
660,301
+17%
减持
COST
COSTCO WHSL CORP NEW
+$19.3M
194,204
-1%
增持
BA
BOEING CO
+$19.3M
270,366
+1%
减持
MINT
PIMCO ETF TR
-$18.6M
293,331
-39%
增持
INTC
INTEL CORP
+$18.5M
1,250,102
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$17.5M
2,512,732
+3%
增持
V
VISA INC
+$16.6M
522,875
+1%
减持
AVGO
BROADCOM INC
+$16.5M
68,046
-5%
减持
ITOT
ISHARES TR
+$16.4M
2,249,481
-4%
减持
SPSM
SPDR SER TR
+$16.3M
3,333,435
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$16.1M
158,191
+9%
增持
SPIB
SPDR SER TR
+$15.9M
7,286,345
+3%
增持
MCD
MCDONALDS CORP
+$15.8M
339,212
+5%
增持
GOOGL
ALPHABET INC
+$15.8M
1,594,616
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$15.1M
331,960
+39%
增持
ESGV
VANGUARD WORLD FD
+$15.1M
1,162,945
+4%
减持
MA
MASTERCARD INCORPORATED
-$14.4M
188,393
-22%
增持
IWM
ISHARES TR
+$14.3M
610,481
+3%
增持
EWX
SPDR INDEX SHS FDS
+$14.3M
3,974,825
+1%
减持
NVS
NOVARTIS AG
-$14.3M
310,188
-31%
建仓
AVIG
AMERICAN CENTY ETF TR
+$13.9M
333,301
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$13.7M
106,628
-57%
减持
TD
TORONTO DOMINION BK ONT
-$13.6M
424,337
-38%
增持
DFAU
DIMENSIONAL ETF TRUST
+$13.6M
699,300
+117%
减持
F
FORD MTR CO DEL
-$13.5M
1,861,937
-36%
减持
TGT
TARGET CORP
-$13.5M
204,637
-47%
建仓
AVSF
AMERICAN CENTY ETF TR
+$13.4M
288,531
减持
CCI
CROWN CASTLE INC
-$13.4M
70,562
-70%
增持
LW
LAMB WESTON HLDGS INC
+$13.1M
167,212
+210%
增持
IWD
ISHARES TR
+$12.8M
522,603
+8%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$12.5M
73,236
-40%
减持
SCHE
SCHWAB STRATEGIC TR
+$12.2M
24,801,528
-1%
减持
JNJ
JOHNSON & JOHNSON
-$12.1M
953,642
-8%
减持
WEX
WEX INC
-$12.0M
77,311
-46%
增持
LLY
ELI LILLY & CO
+$12.0M
169,655
+5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$11.9M
89,006
-24%
减持
AMD
ADVANCED MICRO DEVICES INC
+$11.9M
283,236
-3%
减持
—
LAM RESEARCH CORP
-$11.5M
43,698
-40%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$11.3M
81,102
+41%
减持
—
ICON PLC
-$11.2M
56,124
-49%
减持
CVX
CHEVRON CORP NEW
-$11.2M
529,086
-1%
减持
QCOM
QUALCOMM INC
+$11.2M
370,090
-4%
减持
DFUV
DIMENSIONAL ETF TRUST
+$11.2M
4,252,316
-2%
减持
AVUS
AMERICAN CENTY ETF TR
-$11.0M
1,464,376
-18%
减持
MDLZ
MONDELEZ INTL INC
-$10.9M
459,803
-28%
减持
APH
AMPHENOL CORP NEW
-$10.8M
230,681
-43%
减持
—
EATON CORP PLC
-$10.7M
168,321
-30%
增持
SNOW
SNOWFLAKE INC
+$10.6M
150,738
+13%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$10.5M
29,618
-49%
减持
APD
AIR PRODS & CHEMS INC
-$10.4M
65,950
-34%
减持
SHV
ISHARES TR
-$10.4M
294,029
-24%
增持
UNH
UNITEDHEALTH GROUP INC
+$10.1M
198,173
+1%
减持
DLR
DIGITAL RLTY TR INC
-$10.0M
156,590
-39%
减持
TSLA
TESLA INC
-$10.0M
773,983
-8%
增持
EMXC
ISHARES INC
+$9.9M
676,236
+22%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$9.8M
143,082
-46%
增持
UNP
UNION PAC CORP
+$9.8M
230,797
+0%
减持
PFE
PFIZER INC
-$9.6M
1,361,126
-8%
减持
—
CHUBB LIMITED
-$9.6M
127,625
-31%
减持
MCK
MCKESSON CORP
-$9.5M
59,441
-30%
增持
DFIC
DIMENSIONAL ETF TRUST
+$9.5M
411,711
+883%
增持
IWR
ISHARES TR
+$9.5M
564,962
+14%
增持
WELL
WELLTOWER INC
+$9.4M
152,968
+188%
减持
HAS
HASBRO INC
-$9.2M
255,580
-24%
增持
DEM
WISDOMTREE TR
+$9.1M
2,320,775
+2%
减持
NUE
NUCOR CORP
-$9.1M
102,798
-40%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$9.1M
421,757
-31%
增持
VGT
VANGUARD WORLD FDS
+$9.0M
128,019
+0%
清仓
—
ISHARES TR
-$9.0M
0
-100%
清仓
—
ACTIVISION BLIZZARD INC
-$9.0M
0
-100%
减持
ENB
ENBRIDGE INC
-$8.9M
597,912
-34%
增持
BIL
SPDR SER TR
+$8.9M
872,299
+13%
减持
VXF
VANGUARD INDEX FDS
+$8.6M
481,194
-2%
减持
JPM
JPMORGAN CHASE & CO
+$8.5M
1,028,610
-10%
减持
DOL
WISDOMTREE TR
+$8.4M
2,888,529
-2%
减持
DFUS
DIMENSIONAL ETF TRUST
+$8.4M
1,731,568
-1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$8.3M
260,883
-4%
增持
RTX
RTX CORPORATION
+$8.2M
434,968
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$8.1M
258,374
+6%
减持
NFLX
NETFLIX INC
+$8.0M
102,281
-8%
减持
IWO
ISHARES TR
-$7.9M
183,717
-24%
减持
DON
WISDOMTREE TR
+$7.8M
1,657,243
-0%
增持
CAT
CATERPILLAR INC
+$7.8M
180,613
+8%
增持
IGSB
ISHARES TR
+$7.7M
328,777
+79%
减持
CMCSA
COMCAST CORP NEW
-$7.7M
1,005,105
-14%
增持
ESML
ISHARES TR
+$7.6M
1,266,101
+5%
减持
STZ
CONSTELLATION BRANDS INC
-$7.6M
51,341
-36%
增持
DFSV
DIMENSIONAL ETF TRUST
+$7.6M
372,577
+189%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$7.5M
1,027,282
+13%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$7.4M
891,063
+3%
增持
SCHW
SCHWAB CHARLES CORP
+$7.3M
444,869
+6%
增持
AMAT
APPLIED MATLS INC
+$7.2M
188,107
+12%
减持
PSX
PHILLIPS 66
-$7.0M
235,546
-26%
减持
AVEM
AMERICAN CENTY ETF TR
-$7.0M
1,485,825
-14%
