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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 4
增持 103
减持 40
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
VEA
VANGUARD TAX-MANAGED FDS
-$812.0M
143,281,080
-1%
增持
IVV
ISHARES TR
+$421.2M
21,653,460
+1%
增持
AAPL
APPLE INC
+$372.2M
10,350,810
+8%
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
-$348.0M
70,663,640
+0%
增持
BND
VANGUARD BD INDEX FDS
+$345.3M
100,567,828
+10%
增持
SPDW
SPDR INDEX SHS FDS
+$340.9M
68,708,048
+29%
增持
NVDA
NVIDIA CORPORATION
+$339.5M
9,306,122
+22%
减持
DGS
WISDOMTREE TR
-$266.6M
8,923,341
-32%
减持
VNQ
VANGUARD INDEX FDS
-$247.3M
14,891,985
-8%
增持
SPMD
SPDR SER TR
+$205.5M
76,994,604
+5%
增持
AVDV
AMERICAN CENTY ETF TR
+$178.0M
9,618,979
+52%
增持
AVUV
AMERICAN CENTY ETF TR
+$177.9M
7,991,514
+29%
增持
AMZN
AMAZON COM INC
+$142.4M
3,280,141
+6%
增持
DFAS
DIMENSIONAL ETF TRUST
+$134.7M
13,243,407
+18%
增持
TSLA
TESLA INC
+$127.0M
912,704
+2%
增持
SPYM
SPDR SER TR
+$105.7M
30,413,021
+3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$103.1M
19,405,127
-3%
增持
SCHF
SCHWAB STRATEGIC TR
-$93.4M
41,738,185
+98%
减持
SCHH
SCHWAB STRATEGIC TR
-$83.8M
24,294,749
-5%
增持
SPSB
SPDR SER TR
+$82.0M
40,362,015
+9%
增持
IDEV
ISHARES TR
-$80.7M
17,995,579
+3%
减持
SCHE
SCHWAB STRATEGIC TR
-$75.3M
20,433,800
-4%
增持
GOOGL
ALPHABET INC
+$66.4M
2,049,886
+5%
增持
AVGO
BROADCOM INC
+$62.8M
846,244
+9%
增持
SPEM
SPDR INDEX SHS FDS
-$57.3M
23,247,782
+1%
减持
VV
VANGUARD INDEX FDS
+$53.0M
12,731,448
-1%
建仓
ANET
ARISTA NETWORKS INC
+$47.8M
432,210
增持
DFIS
DIMENSIONAL ETF TRUST
+$43.7M
1,849,316
+2729%
增持
JPM
JPMORGAN CHASE & CO.
+$42.7M
1,179,960
+4%
减持
SCZ
ISHARES TR
-$41.9M
4,696,161
-3%
清仓
—
ARISTA NETWORKS INC
-$41.9M
0
-100%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$40.2M
12,733,211
+10%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$40.0M
24,612,975
+2%
清仓
—
LAM RESEARCH CORP
-$38.7M
0
-100%
增持
GOOG
ALPHABET INC
+$38.2M
1,545,624
+0%
增持
MUB
ISHARES TR
+$37.4M
13,224,764
+5%
增持
SPYG
SPDR SER TR
+$36.7M
730,789
+120%
建仓
LRCX
LAM RESEARCH CORP
+$36.0M
498,734
增持
FBND
FIDELITY MERRIMACK STR TR
+$33.7M
822,015
+1114%
增持
SPYV
SPDR SER TR
+$32.0M
702,615
+834%
增持
AGG
ISHARES TR
-$31.2M
12,879,420
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$28.4M
1,103,362
+16%
增持
WMT
WALMART INC
+$27.8M
1,920,613
+7%
减持
IEFA
ISHARES TR
-$27.0M
2,769,313
-2%
增持
V
VISA INC
+$26.5M
576,941
+2%
建仓
FLTR
VANECK ETF TRUST
+$26.5M
1,040,413
增持
NFLX
NETFLIX INC
+$26.4M
117,600
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$26.2M
2,941,899
-1%
减持
EWX
SPDR INDEX SHS FDS
-$25.0M
2,411,399
-10%
增持
IEF
ISHARES TR
+$24.5M
318,796
+535%
增持
SCHM
SCHWAB STRATEGIC TR
-$24.5M
28,594,739
+191%
增持
MSFT
MICROSOFT CORP
+$24.1M
2,660,768
+4%
建仓
BLK
BLACKROCK INC
+$23.9M
23,348
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$23.1M
467,137
+42%
增持
QQQ
INVESCO QQQ TR
+$22.6M
604,466
+2%
减持
VO
VANGUARD INDEX FDS
-$22.2M
8,086,671
-1%
清仓
—
BLACKROCK INC
-$22.0M
0
-100%
增持
BIV
VANGUARD BD INDEX FDS
+$21.5M
335,846
+630%
增持
LLY
ELI LILLY & CO
-$20.5M
235,537
+3%
增持
APP
APPLOVIN CORP
+$20.1M
150,701
+4%
减持
—
EXXON MOBIL CORP
-$19.6M
1,780,400
-1%
减持
IEI
ISHARES TR
-$19.5M
1,646,514
-6%
增持
IWF
ISHARES TR
+$18.5M
454,542
+4%
增持
CRM
SALESFORCE INC
+$18.2M
245,765
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$18.2M
207,319
-2%
增持
VOO
VANGUARD INDEX FDS
+$18.1M
1,262,187
+1%
减持
JNJ
JOHNSON & JOHNSON
-$17.7M
984,930
-0%
减持
EFA
ISHARES TR
-$17.5M
2,022,147
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$17.5M
445,949
+2%
增持
MSTR
MICROSTRATEGY INC
+$17.4M
126,942
+41%
增持
SCHX
SCHWAB STRATEGIC TR
+$17.3M
82,467,395
+195%
增持
KO
COCA COLA CO
-$17.1M
1,862,861
+1%
增持
VUG
VANGUARD INDEX FDS
+$16.7M
294,489
+9%
增持
WFC
WELLS FARGO CO NEW
+$16.6M
997,185
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$16.5M
2,711,189
+0%
增持
META
META PLATFORMS INC
+$16.5M
728,996
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$16.4M
275,150
+107%
增持
VTEB
VANGUARD MUN BD FDS
-$16.3M
25,130,883
+1%
增持
FISV
FISERV INC
+$16.1M
208,315
+40%
增持
BIL
SPDR SER TR
+$15.3M
1,341,540
+15%
增持
RRX
REGAL REXNORD CORPORATION
+$15.1M
100,678
+3116%
增持
IJR
ISHARES TR
+$14.9M
1,566,357
+11%
增持
FTNT
FORTINET INC
+$14.7M
241,399
+131%
增持
VBR
VANGUARD INDEX FDS
+$14.6M
327,946
+31%
减持
VTI
VANGUARD INDEX FDS
-$14.4M
6,620,100
-3%
减持
—
ICON PLC
-$14.3M
8,134
-85%
增持
BA
BOEING CO
+$14.3M
302,289
+17%
增持
MA
MASTERCARD INCORPORATED
+$13.9M
219,259
+7%
增持
SPTM
SPDR SER TR
+$13.8M
330,659
+135%
增持
ISRG
INTUITIVE SURGICAL INC
+$13.7M
91,073
+32%
增持
VOT
VANGUARD INDEX FDS
+$13.5M
142,540
+53%
减持
AVEM
AMERICAN CENTY ETF TR
-$12.9M
1,158,990
-8%
增持
DOL
WISDOMTREE TR
-$12.3M
2,722,945
+0%
增持
BAC
BANK AMERICA CORP
+$12.1M
2,683,925
+1%
减持
ADBE
ADOBE INC
-$12.1M
163,398
-1%
增持
ABBV
ABBVIE INC
-$11.8M
761,073
+1%
增持
AMGN
AMGEN INC
-$11.7M
198,554
+1%
减持
F
FORD MTR CO
-$11.3M
862,025
-54%
减持
PFE
PFIZER INC
-$11.2M
1,564,188
-14%
增持
SOXL
DIREXION SHS ETF TR
+$11.2M
416,281
+6970%
增持
VOE
VANGUARD INDEX FDS
+$11.0M
446,720
+22%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$11.0M
195,674
+115%
增持
CSCO
CISCO SYS INC
+$10.8M
1,222,026
+6%
增持
GS
GOLDMAN SACHS GROUP INC
+$10.4M
84,727
+10%
减持
AMAT
APPLIED MATLS INC
-$10.4M
206,201
-8%
增持
IVW
ISHARES TR
+$10.0M
576,393
+14%
增持
NEE
NEXTERA ENERGY INC
-$10.0M
837,831
+1%
减持
SPIB
SPDR SER TR
-$10.0M
6,831,323
-1%
增持
VBK
VANGUARD INDEX FDS
+$9.9M
123,226
+34%
减持
DFIV
DIMENSIONAL ETF TRUST
-$9.8M
3,548,218
-0%
减持
PG
PROCTER AND GAMBLE CO
-$9.5M
1,382,915
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$9.5M
108,351
+2%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$9.4M
15,774
-85%
增持
VB
VANGUARD INDEX FDS
+$9.2M
1,894,751
+1%
减持
COST
COSTCO WHSL CORP NEW
+$9.0M
221,852
-1%
增持
—
ASML HOLDING N V
+$9.0M
45,299
+69%
增持
CVX
CHEVRON CORP NEW
+$8.7M
614,995
+13%
增持
NVO
NOVO-NORDISK A S
-$8.6M
308,622
+5%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$8.5M
1,195,190
-2%
增持
NKE
NIKE INC
+$8.4M
686,491
+39%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$8.3M
104,426
+3%
增持
EEMV
ISHARES INC
+$8.2M
170,363
+552%
减持
DG
DOLLAR GEN CORP NEW
-$8.2M
52,322
-64%
增持
HON
HONEYWELL INTL INC
+$8.0M
246,362
+7%
增持
SGOV
ISHARES TR
+$7.9M
445,103
+22%
减持
DIS
DISNEY WALT CO
+$7.8M
639,417
-2%
增持
—
MANAGED PORTFOLIO SERIES
+$7.8M
249,337
+1035%
增持
SNOW
SNOWFLAKE INC
+$7.8M
161,601
+12%
增持
IWM
ISHARES TR
+$7.6M
593,418
+6%
减持
DFUV
DIMENSIONAL ETF TRUST
-$7.5M
5,390,141
-1%
增持
MS
MORGAN STANLEY
+$7.4M
241,349
+10%
增持
BSY
BENTLEY SYS INC
+$7.3M
1,345,385
+23%
减持
SCHC
SCHWAB STRATEGIC TR
-$7.2M
1,323,408
-3%
减持
ELV
ELEVANCE HEALTH INC
-$7.2M
23,248
-23%
增持
HACK
AMPLIFY ETF TR
+$7.0M
105,334
+793%
增持
T
AT&T INC
+$7.0M
1,819,386
+16%
减持
VYM
VANGUARD WHITEHALL FDS
-$6.9M
3,649,157
-1%
增持
AXP
AMERICAN EXPRESS CO
+$6.9M
170,513
+6%
增持
MOAT
VANECK ETF TRUST
+$6.9M
233,708
+54%
增持
DEM
WISDOMTREE TR
-$6.8M
2,230,486
+1%
减持
CARR
CARRIER GLOBAL CORPORATION
-$6.7M
450,016
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$6.7M
469,944
-5%
减持
AVDE
AMERICAN CENTY ETF TR
-$6.7M
780,582
-4%
减持
SHV
ISHARES TR
-$6.7M
122,225
-33%
增持
TGT
TARGET CORP
+$6.4M
297,369
+36%
增持
BX
BLACKSTONE INC
+$6.3M
248,102
+4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$6.2M
725,601
+14%
增持
ET
ENERGY TRANSFER L P
+$6.2M
970,295
+22%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$6.2M
1,036,624
+2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$6.2M
243,043
+31%
