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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 2
增持 97
减持 48
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$721.5M
21,110,972
+2%
增持
BND
VANGUARD BD INDEX FDS
+$582.3M
84,438,154
+11%
增持
AAPL
APPLE INC
+$387.3M
9,409,709
+2%
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
DGS
WISDOMTREE TR
-$329.2M
16,468,359
-29%
增持
NVDA
NVIDIA CORPORATION
+$308.1M
6,757,660
+1097%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$224.6M
139,777,262
+5%
增持
VV
VANGUARD INDEX FDS
+$158.5M
12,959,229
+1%
增持
SPYM
SPDR SER TR
+$132.5M
28,576,013
+4%
增持
DFUS
DIMENSIONAL ETF TRUST
+$120.5M
3,710,489
+116%
增持
MSFT
MICROSOFT CORP
+$101.7M
2,511,709
+4%
增持
SPSB
SPDR SER TR
+$91.2M
34,031,614
+10%
增持
XLRE
SELECT SECTOR SPDR TR
+$86.1M
27,397,114
+12%
减持
VNQ
VANGUARD INDEX FDS
-$83.8M
17,400,782
-2%
减持
IEMG
ISHARES INC
+$75.4M
70,228,721
-2%
增持
GOOGL
ALPHABET INC
+$73.2M
1,852,135
+7%
增持
VO
VANGUARD INDEX FDS
-$57.8M
8,274,955
+0%
增持
AMZN
AMAZON COM INC
+$57.2M
2,952,742
+4%
减持
SCHX
SCHWAB STRATEGIC TR
+$53.9M
28,210,509
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$51.4M
3,008,707
-1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$49.5M
5,607,380
+34%
增持
SPMD
SPDR SER TR
+$48.7M
69,787,737
+5%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$48.1M
10,726,477
+9%
增持
GOOG
ALPHABET INC
+$47.8M
1,463,741
+1%
建仓
GEL
GENESIS ENERGY L P
+$43.6M
3,046,191
减持
SCHM
SCHWAB STRATEGIC TR
-$43.0M
10,044,550
-1%
增持
VOO
VANGUARD INDEX FDS
+$41.2M
1,258,580
+3%
增持
LLY
ELI LILLY & CO
+$36.1M
228,675
+4%
减持
VTI
VANGUARD INDEX FDS
-$36.0M
7,061,837
-5%
增持
DFIV
DIMENSIONAL ETF TRUST
+$34.6M
3,616,919
+39%
减持
IDEV
ISHARES TR
-$34.0M
17,682,398
-1%
减持
SCHH
SCHWAB STRATEGIC TR
-$33.8M
27,254,533
-4%
增持
SPDW
SPDR INDEX SHS FDS
-$33.4M
53,287,760
+0%
减持
SCHF
SCHWAB STRATEGIC TR
-$31.3M
21,171,199
-2%
增持
COST
COSTCO WHSL CORP NEW
+$30.5M
213,291
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$30.5M
2,704,038
+1%
增持
QQQ
INVESCO QQQ TR
+$29.9M
592,514
+4%
增持
META
META PLATFORMS INC
+$29.1M
702,093
+5%
增持
ORCL
ORACLE CORP
+$29.1M
744,571
+23%
增持
AVGO
BROADCOM INC
+$28.2M
78,716
+7%
增持
VTEB
VANGUARD MUN BD FDS
+$27.8M
25,601,034
+3%
减持
SCHR
SCHWAB STRATEGIC TR
-$23.6M
812,243
-37%
增持
AVUV
AMERICAN CENTY ETF TR
+$22.6M
5,790,106
+9%
增持
TSLA
TESLA INC
+$22.5M
806,045
+6%
增持
—
ARISTA NETWORKS INC
+$21.9M
96,562
+135%
增持
BOXX
EA SERIES TRUST
+$21.1M
197,629
+8493%
增持
NOW
SERVICENOW INC
+$20.8M
51,717
+98%
增持
AVDV
AMERICAN CENTY ETF TR
+$20.6M
5,962,208
+7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$20.3M
458,564
+3%
增持
AGG
ISHARES TR
+$20.0M
12,959,116
+3%
增持
BSY
BENTLEY SYS INC
+$19.9M
1,091,058
+68%
减持
TD
TORONTO DOMINION BK ONT
-$17.7M
131,372
-68%
增持
WMT
WALMART INC
+$17.6M
1,717,367
+5%
减持
EWX
SPDR INDEX SHS FDS
-$17.5M
2,958,739
-13%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$17.1M
1,070,408
+38%
减持
INTC
INTEL CORP
-$17.0M
1,260,701
-1%
减持
DIS
DISNEY WALT CO
-$16.1M
649,740
-2%
增持
KLAC
KLA CORP
+$16.0M
36,852
+81%
增持
QCOM
QUALCOMM INC
+$15.8M
401,725
+6%
减持
SCZ
ISHARES TR
-$14.6M
4,971,741
-2%
减持
ENB
ENBRIDGE INC
-$14.4M
228,117
-63%
减持
IJH
ISHARES TR
-$14.3M
5,102,022
-1%
减持
JNJ
JOHNSON & JOHNSON
-$13.8M
947,321
-2%
减持
IEFA
ISHARES TR
-$13.0M
2,932,544
-4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$12.7M
11,340,947
+6%
减持
MCD
MCDONALDS CORP
-$12.7M
324,937
-4%
减持
CRM
SALESFORCE INC
-$12.7M
216,393
-13%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$12.4M
158,740
+5%
增持
HD
HOME DEPOT INC
-$11.9M
481,224
+1%
增持
—
EXXON MOBIL CORP
+$11.9M
1,791,499
+7%
减持
MDLZ
MONDELEZ INTL INC
-$11.7M
327,381
-31%
减持
IJR
ISHARES TR
-$11.4M
1,467,301
-3%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$11.4M
3,692
-88%
减持
VYM
VANGUARD WHITEHALL FDS
-$11.4M
3,733,603
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$11.2M
2,295,146
+17%
增持
BAC
BANK AMERICA CORP
+$10.8M
2,650,965
+6%
减持
IWF
ISHARES TR
+$10.7M
436,034
-1%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$10.4M
1,719,110
-15%
增持
JPM
JPMORGAN CHASE & CO.
+$9.6M
1,104,369
+3%
增持
NFLX
NETFLIX INC
+$9.3M
99,769
+4%
增持
AMGN
AMGEN INC
+$9.1M
183,293
+8%
增持
VB
VANGUARD INDEX FDS
-$9.1M
1,869,932
+3%
增持
NEE
NEXTERA ENERGY INC
+$9.0M
811,472
+7%
增持
AMAT
APPLIED MATLS INC
+$8.9M
208,572
+11%
减持
ABT
ABBOTT LABS
-$8.9M
772,671
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$8.8M
259,522
-2%
减持
CMCSA
COMCAST CORP NEW
-$8.8M
934,581
-11%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$8.8M
1,213,707
+14%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$8.7M
130,500
-39%
增持
MUB
ISHARES TR
-$8.6M
11,904,088
+0%
减持
PNC
PNC FINL SVCS GROUP INC
-$8.4M
69,872
-41%
增持
KO
COCA COLA CO
+$8.4M
1,781,928
+4%
减持
CVS
CVS HEALTH CORP
-$8.3M
203,154
-20%
增持
VUG
VANGUARD INDEX FDS
+$8.3M
267,534
+0%
增持
ITOT
ISHARES TR
+$8.2M
2,177,646
+0%
增持
BIL
SPDR SER TR
+$8.2M
1,181,881
+8%
增持
VGT
VANGUARD WORLD FD
+$8.2M
125,620
+3%
增持
VOE
VANGUARD INDEX FDS
+$8.2M
366,165
+22%
建仓
GEV
GE VERNOVA INC
+$8.1M
47,259
增持
XEL
XCEL ENERGY INC
+$8.1M
282,619
+116%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$7.9M
23,672,489
+1%
增持
V
VISA INC
-$7.9M
553,411
+1%
清仓
—
PIONEER NAT RES CO
-$7.9M
0
-100%
增持
TXN
TEXAS INSTRS INC
+$7.8M
197,046
+13%
减持
PGR
PROGRESSIVE CORP
-$7.8M
61,329
-38%
增持
ADBE
ADOBE INC
+$7.7M
125,431
+3%
减持
SPSM
SPDR SER TR
-$7.4M
3,141,187
-2%
减持
PSX
PHILLIPS 66
-$7.3M
219,036
-6%
增持
DELL
DELL TECHNOLOGIES INC
+$7.1M
84,744
+112%
增持
ABBV
ABBVIE INC
-$7.1M
725,286
+0%
增持
NVO
NOVO-NORDISK A S
+$7.0M
281,596
+9%
增持
PANW
PALO ALTO NETWORKS INC
+$6.9M
99,020
+5%
减持
SCHA
SCHWAB STRATEGIC TR
-$6.9M
2,365,513
-2%
增持
NKE
NIKE INC
-$6.8M
547,242
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$6.6M
204,581
+4%
减持
—
CAPRI HOLDINGS LIMITED
-$6.5M
17,847
-89%
增持
—
ACCENTURE PLC IRELAND
-$6.5M
234,731
+5%
减持
PEP
PEPSICO INC
-$6.4M
533,031
-1%
增持
LOW
LOWES COS INC
-$6.3M
204,435
+1%
减持
MBB
ISHARES TR
-$6.3M
193,406
-26%
增持
DFAT
DIMENSIONAL ETF TRUST
-$6.2M
14,250,654
+4%
减持
SBUX
STARBUCKS CORP
-$6.2M
438,689
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$6.2M
422,428
+41%
增持
ESGV
VANGUARD WORLD FD
+$6.0M
1,176,731
+2%
增持
APH
AMPHENOL CORP NEW
+$6.0M
492,170
+109%
增持
NRG
NRG ENERGY INC
+$5.9M
138,461
+94%
增持
MA
MASTERCARD INCORPORATED
-$5.9M
194,263
+2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$5.7M
79,117
+5%
增持
XLK
SELECT SECTOR SPDR TR
+$5.6M
200,841
+5%
清仓
CSIQ
CANADIAN SOLAR INC
-$5.6M
0
-100%
增持
WDAY
WORKDAY INC
+$5.6M
44,647
+179%
增持
—
BLUE OWL CAP CORP III
+$5.6M
514,341
+278%
减持
TGT
TARGET CORP
-$5.5M
198,240
-2%
增持
PFE
PFIZER INC
+$5.4M
1,554,564
+13%
减持
EFA
ISHARES TR
-$5.4M
2,074,797
-1%
减持
RBLX
ROBLOX CORP
-$5.3M
130,150
-51%
减持
STIP
ISHARES TR
-$5.3M
227,070
-19%
增持
DEM
WISDOMTREE TR
+$5.2M
2,281,466
+2%
增持
ADI
ANALOG DEVICES INC
+$5.2M
111,557
+9%
增持
MGK
VANGUARD WORLD FD
+$5.2M
142,779
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$5.1M
63,039
+10%
减持
MPC
MARATHON PETE CORP
-$5.1M
156,085
-2%
减持
CSCO
CISCO SYS INC
-$5.0M
1,138,364
-3%
增持
—
LAM RESEARCH CORP
+$4.9M
46,231
+1%
增持
SHOP
SHOPIFY INC
+$4.9M
376,040
+45%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.7M
473,368
+2%
增持
NVS
NOVARTIS AG
+$4.7M
331,465
+5%
增持
BA
BOEING CO
+$4.6M
310,934
+15%
清仓
—
JPMORGAN CHASE & CO
-$4.6M
0
-100%
增持
MS
MORGAN STANLEY
+$4.6M
211,212
+25%
增持
RTX
RTX CORPORATION
+$4.6M
484,665
+7%
