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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 2
增持 92
减持 56
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$10.74B
20,601,924
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.62B
133,211,487
+5%
增持
BND
VANGUARD BD INDEX FDS
+$5.48B
75,747,096
+24%
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。
减持
IEMG
ISHARES INC
+$3.65B
71,393,808
-2%
增持
SPMD
SPDR SER TR
+$3.50B
66,205,559
+6%
减持
VV
VANGUARD INDEX FDS
+$3.01B
12,831,108
-1%
减持
DGS
WISDOMTREE TR
-$462.4M
23,129,168
-30%
减持
NVDA
NVIDIA CORPORATION
+$233.1M
564,585
-1%
增持
SPYM
SPDR SER TR
+$213.6M
27,570,244
+4%
增持
SPSB
SPDR SER TR
+$196.2M
30,887,284
+27%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$174.7M
2,688,740
+0%
增持
XLRE
SELECT SECTOR SPDR TR
+$169.5M
24,443,897
+23%
增持
AAPL
APPLE INC
-$160.4M
9,239,757
+2%
减持
SCHX
SCHWAB STRATEGIC TR
+$132.2M
28,336,959
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$125.2M
3,031,900
-1%
增持
MSFT
MICROSOFT CORP
+$124.4M
2,414,561
+2%
减持
VO
VANGUARD INDEX FDS
+$121.2M
8,249,459
-1%
增持
MUB
ISHARES TR
+$119.4M
11,867,817
+11%
增持
VOO
VANGUARD INDEX FDS
+$113.0M
1,223,669
+12%
增持
AMZN
AMAZON COM INC
+$105.5M
2,845,981
+6%
增持
META
META PLATFORMS INC
+$95.5M
669,005
+3%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$87.2M
9,845,743
+19%
减持
VNQ
VANGUARD INDEX FDS
-$80.4M
17,822,848
-3%
减持
SPDW
SPDR INDEX SHS FDS
+$74.7M
53,089,955
-1%
增持
LLY
ELI LILLY & CO
+$72.0M
219,668
+29%
增持
AVUV
AMERICAN CENTY ETF TR
+$61.9M
5,302,388
+9%
减持
SCHM
SCHWAB STRATEGIC TR
+$52.0M
10,128,216
-1%
减持
TSLA
TESLA INC
-$51.3M
763,868
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$48.0M
21,622,684
-7%
增持
AVDV
AMERICAN CENTY ETF TR
+$45.3M
5,566,819
+8%
增持
JPM
JPMORGAN CHASE & CO
+$38.8M
1,067,415
+4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$38.2M
23,403,474
+3%
减持
IDEV
ISHARES TR
+$36.9M
17,796,026
-2%
减持
EWX
SPDR INDEX SHS FDS
-$35.6M
3,384,368
-15%
增持
GOOGL
ALPHABET INC
+$32.8M
1,733,371
+9%
增持
—
EXXON MOBIL CORP
+$31.8M
1,672,027
+3%
增持
DFAT
DIMENSIONAL ETF TRUST
+$31.7M
13,695,016
+0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$30.7M
10,725,965
+0%
减持
SCHH
SCHWAB STRATEGIC TR
-$29.8M
28,476,079
-3%
减持
SCHF
SCHWAB STRATEGIC TR
+$29.4M
21,647,470
-2%
减持
VTI
VANGUARD INDEX FDS
+$29.0M
7,407,223
-7%
减持
SCHE
SCHWAB STRATEGIC TR
-$25.4M
23,343,897
-6%
减持
VYM
VANGUARD WHITEHALL FDS
+$25.1M
3,753,685
-2%
增持
ABBV
ABBVIE INC
+$24.3M
722,499
+6%
增持
HD
HOME DEPOT INC
+$23.8M
478,005
+4%
减持
—
PIONEER NAT RES CO
-$23.4M
29,948
-78%
增持
MRK
MERCK & CO INC
+$23.3M
826,535
+5%
增持
PG
PROCTER AND GAMBLE CO
+$23.2M
1,345,778
+1%
增持
DIS
DISNEY WALT CO
+$22.2M
659,786
+3%
增持
COST
COSTCO WHSL CORP NEW
+$22.2M
209,805
+8%
增持
SUB
ISHARES TR
+$21.9M
2,391,951
+10%
增持
AVGO
BROADCOM INC
+$21.3M
73,681
+8%
增持
CAT
CATERPILLAR INC
+$21.2M
203,608
+13%
增持
IJH
ISHARES TR
+$21.1M
5,150,805
+389%
增持
EW
EDWARDS LIFESCIENCES CORP
+$21.0M
388,651
+84%
减持
VB
VANGUARD INDEX FDS
+$21.0M
1,823,573
-2%
增持
BIL
SPDR SER TR
+$20.5M
1,092,087
+25%
增持
SGOV
ISHARES TR
+$19.0M
343,767
+120%
减持
GOOG
ALPHABET INC
+$19.0M
1,447,839
-2%
减持
BA
BOEING CO
-$18.6M
269,311
-0%
增持
IWF
ISHARES TR
+$18.1M
439,909
+2%
减持
QQQ
INVESCO QQQ TR
+$17.7M
571,835
-1%
增持
V
VISA INC
+$17.0M
548,848
+5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$16.8M
446,539
+6%
减持
IWB
ISHARES TR
+$16.7M
677,248
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$16.4M
240,734
-27%
增持
WMT
WALMART INC
+$16.3M
1,640,593
+214%
减持
SCHR
SCHWAB STRATEGIC TR
-$15.6M
1,288,837
-19%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$15.3M
265,473
+2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$14.9M
775,147
-25%
增持
—
EATON CORP PLC
+$14.7M
176,761
+5%
减持
SPEM
SPDR INDEX SHS FDS
-$14.3M
24,507,240
-4%
减持
IEI
ISHARES TR
-$14.3M
1,859,378
-5%
增持
ORCL
ORACLE CORP
+$14.0M
605,058
+3%
减持
ITOT
ISHARES TR
+$13.7M
2,171,821
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$13.5M
306,364
+8%
增持
BAC
BANK AMERICA CORP
+$13.2M
2,495,066
+3%
减持
DFUV
DIMENSIONAL ETF TRUST
+$12.4M
4,173,439
-2%
增持
MA
MASTERCARD INCORPORATED
+$11.3M
190,291
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$10.8M
93,943
+75%
增持
QCOM
QUALCOMM INC
+$10.8M
380,035
+3%
增持
NVO
NOVO-NORDISK A S
+$10.7M
258,748
+19%
减持
UNH
UNITEDHEALTH GROUP INC
-$10.3M
196,753
-1%
增持
MPC
MARATHON PETE CORP
+$10.1M
159,679
+8%
增持
—
LAM RESEARCH CORP
+$10.1M
45,592
+4%
增持
ADBE
ADOBE INC
-$9.6M
121,256
+2%
减持
CRM
SALESFORCE INC
+$9.6M
248,854
-8%
增持
LOW
LOWES COS INC
+$9.5M
201,850
+7%
增持
PNC
PNC FINL SVCS GROUP INC
+$9.5M
119,383
+89%
增持
CVX
CHEVRON CORP NEW
+$9.3M
559,369
+6%
减持
AVDE
AMERICAN CENTY ETF TR
-$9.3M
901,279
-18%
增持
SCHD
SCHWAB STRATEGIC TR
+$9.1M
1,299,709
+3%
增持
WFC
WELLS FARGO CO NEW
+$9.1M
897,912
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$9.0M
268,588
+4%
增持
GE
GENERAL ELECTRIC CO
+$9.0M
171,245
+4%
减持
ESGV
VANGUARD WORLD FD
+$8.7M
1,155,149
-1%
减持
IJR
ISHARES TR
-$8.7M
1,519,588
-7%
增持
VTEB
VANGUARD MUN BD FDS
-$8.6M
24,804,375
+0%
增持
AMAT
APPLIED MATLS INC
+$8.4M
188,564
+0%
减持
STIP
ISHARES TR
-$8.3M
280,190
-24%
减持
NFLX
NETFLIX INC
+$8.3M
95,594
-7%
减持
VUG
VANGUARD INDEX FDS
+$8.3M
266,726
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$8.2M
95,434
+7%
减持
DFUS
DIMENSIONAL ETF TRUST
+$8.1M
1,717,662
-1%
增持
AGG
ISHARES TR
-$8.1M
12,640,172
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$8.1M
151,197
-4%
减持
AMLP
ALPS ETF TR
+$8.1M
2,390,799
-4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$7.9M
504,826
-17%
增持
IHDG
WISDOMTREE TR
+$7.8M
951,337
+11%
增持
IWD
ISHARES TR
+$7.5M
524,227
+0%
增持
RTX
RTX CORPORATION
+$7.5M
452,192
+4%
增持
—
ASML HOLDING N V
+$7.3M
23,525
+15%
减持
MBB
ISHARES TR
-$7.3M
259,974
-22%
减持
—
SCHWAB CHARLES FAMILY FD
-$7.3M
835,935
-90%
增持
AXP
AMERICAN EXPRESS CO
+$7.2M
145,475
+5%
减持
EFA
ISHARES TR
+$7.2M
2,102,123
-1%
减持
DLN
WISDOMTREE TR
+$7.0M
1,460,800
-1%
增持
EMXC
ISHARES INC
+$7.0M
771,590
+14%
减持
TGT
TARGET CORP
+$6.9M
202,462
-1%
减持
PSX
PHILLIPS 66
+$6.9M
234,203
-1%
减持
EWJ
ISHARES INC
-$6.8M
38,540
-74%
减持
SNOW
SNOWFLAKE INC
-$6.6M
150,473
-0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$6.6M
1,963,949
+2%
减持
RRX
REGAL REXNORD CORPORATION
-$6.5M
2,183
-95%
增持
KO
COCA COLA CO
+$6.5M
1,716,395
+3%
减持
MLPA
GLOBAL X FDS
+$6.3M
2,023,588
-2%
增持
TM
TOYOTA MOTOR CORP
+$6.3M
74,055
+10%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$6.1M
944,197
+6%
增持
PYPL
PAYPAL HLDGS INC
+$6.0M
297,059
+31%
增持
C
CITIGROUP INC
+$6.0M
368,472
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$5.9M
817,902
+8%
增持
INTC
INTEL CORP
-$5.8M
1,270,313
+2%
增持
APP
APPLOVIN CORP
+$5.7M
88,800
+778%
增持
DOV
DOVER CORP
+$5.7M
235,973
+0%
增持
ABT
ABBOTT LABS
+$5.6M
784,910
+4%
增持
MSTR
MICROSTRATEGY INC
+$5.6M
4,938
+12%
增持
—
SUPER MICRO COMPUTER INC
+$5.6M
6,735
+60%
增持
MU
MICRON TECHNOLOGY INC
+$5.6M
133,143
+12%
增持
WM
WASTE MGMT INC DEL
+$5.5M
140,498
+3%
增持
MCK
MCKESSON CORP
+$5.5M
61,419
+3%
增持
—
LINDE PLC
+$5.4M
47,597
+17%
建仓
IBIT
ISHARES BITCOIN TR
+$5.4M
133,052
增持
DHR
DANAHER CORPORATION
+$5.4M
115,622
+14%
增持
UBER
UBER TECHNOLOGIES INC
+$5.3M
141,072
+57%
增持
SYK
STRYKER CORPORATION
+$5.3M
79,159
+3%
减持
AVEM
AMERICAN CENTY ETF TR
-$5.2M
1,355,297
-9%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$5.2M
40,580
+49%
增持
NOW
SERVICENOW INC
+$5.2M
26,109
+25%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$5.2M
81,783
减持
MCD
MCDONALDS CORP
-$5.1M
338,701
-0%
