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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
增持 115
减持 35
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$1.41B
22,735,267
+2%
增持
BND
VANGUARD BD INDEX FDS
+$832.2M
124,942,968
+9%
增持
SPDW
SPDR INDEX SHS FDS
+$790.9M
112,764,556
+13%
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
NVDA
NVIDIA CORPORATION
+$691.9M
11,917,541
+19%
增持
AAPL
APPLE INC
+$683.2M
10,995,415
+7%
增持
IEMG
ISHARES INC
+$554.4M
75,109,409
+3%
增持
SPMD
SPDR SERIES TRUST
+$513.9M
87,966,062
+6%
增持
AVDV
AMERICAN CENTY ETF TR
+$378.1M
20,621,860
+12%
增持
AVUV
AMERICAN CENTY ETF TR
+$342.7M
16,802,461
+15%
增持
MSFT
MICROSOFT CORP
+$281.5M
3,355,133
+14%
增持
DFAS
DIMENSIONAL ETF TRUST
+$264.3M
22,684,991
+12%
增持
SPYM
SPDR SERIES TRUST
+$245.6M
32,029,687
+3%
减持
VV
VANGUARD INDEX FDS
+$223.5M
12,395,425
-2%
增持
GOOGL
ALPHABET INC
+$218.4M
2,573,766
+12%
增持
AVGO
BROADCOM INC
+$202.8M
1,524,796
+40%
增持
SPY
SPDR S&P 500 ETF TR
+$177.1M
3,001,749
+2%
增持
XLRE
SELECT SECTOR SPDR TR
+$166.4M
40,704,991
+9%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$145.5M
128,084,556
-3%
增持
GOOG
ALPHABET INC
+$137.3M
1,790,803
+6%
增持
TSLA
TESLA INC
+$132.8M
915,347
+7%
减持
SCHX
SCHWAB STRATEGIC TR
+$132.8M
80,734,185
-1%
增持
MUB
ISHARES TR
+$115.5M
13,191,212
+7%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$108.3M
26,438,339
+4%
增持
SPSB
SPDR SERIES TRUST
+$107.6M
48,756,348
+8%
减持
VTI
VANGUARD INDEX FDS
+$105.7M
6,204,269
-2%
增持
ORCL
ORACLE CORP
+$96.3M
992,149
+19%
减持
VO
VANGUARD INDEX FDS
+$94.8M
8,331,500
-1%
增持
VOO
VANGUARD INDEX FDS
+$90.9M
1,394,852
+4%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$87.4M
16,456,953
+9%
增持
AMZN
AMAZON COM INC
+$80.6M
3,878,406
+10%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$74.4M
18,604,973
-1%
减持
SPEM
SPDR INDEX SHS FDS
+$69.1M
22,369,067
-2%
增持
ABBV
ABBVIE INC
+$68.9M
976,143
+16%
增持
AMAT
APPLIED MATLS INC
+$67.8M
570,575
+115%
增持
JPM
JPMORGAN CHASE & CO.
+$65.1M
1,464,096
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$61.8M
2,806,034
+2%
增持
LLY
ELI LILLY & CO
+$61.3M
353,081
+32%
减持
IDEV
ISHARES TR
+$60.3M
17,808,671
-1%
增持
CAT
CATERPILLAR INC
+$57.0M
343,917
+25%
增持
QQQ
INVESCO QQQ TR
+$55.9M
705,972
+7%
增持
JNJ
JOHNSON & JOHNSON
+$51.0M
1,149,230
+8%
减持
SCHE
SCHWAB STRATEGIC TR
+$49.7M
19,125,476
-2%
增持
HD
HOME DEPOT INC
+$49.0M
624,001
+9%
减持
DFAT
DIMENSIONAL ETF TRUST
+$48.9M
13,907,074
-1%
减持
SCHM
SCHWAB STRATEGIC TR
+$44.8M
29,528,019
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$39.3M
619,003
+7%
增持
ANET
ARISTA NETWORKS INC
+$39.1M
876,976
+1%
减持
SCHF
SCHWAB STRATEGIC TR
+$38.9M
40,928,992
-1%
增持
BAC
BANK AMERICA CORP
+$37.9M
3,535,527
+16%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$37.8M
566,927
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$36.4M
612,262
+39%
增持
APP
APPLOVIN CORP
+$34.0M
112,280
+5%
减持
VB
VANGUARD INDEX FDS
+$33.9M
1,964,964
-0%
增持
PLD
PROLOGIS INC.
+$33.6M
380,090
+303%
减持
META
META PLATFORMS INC
-$33.4M
851,368
-6%
增持
WMT
WALMART INC
+$30.6M
2,292,239
+9%
增持
V
VISA INC
+$28.2M
762,993
+17%
减持
AGG
ISHARES TR
-$27.5M
11,970,111
-3%
增持
CVX
CHEVRON CORP NEW
+$27.3M
748,273
+21%
增持
MS
MORGAN STANLEY
+$26.6M
423,869
+47%
增持
BX
BLACKSTONE INC
+$25.8M
383,087
+44%
增持
LRCX
LAM RESEARCH CORP
+$25.0M
583,818
+4%
增持
WFC
WELLS FARGO CO NEW
+$24.9M
1,317,909
+23%
增持
MU
MICRON TECHNOLOGY INC
+$24.8M
282,396
+57%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$23.6M
37,721
-86%
减持
VYM
VANGUARD WHITEHALL FDS
+$23.6M
3,575,036
-1%
减持
FBND
FIDELITY MERRIMACK STR TR
-$23.4M
1,162,269
-31%
增持
DFSV
DIMENSIONAL ETF TRUST
+$22.1M
1,981,127
+42%
增持
—
EXXON MOBIL CORP
+$21.3M
1,877,399
+6%
增持
SNPS
SYNOPSYS INC
+$21.2M
77,724
+132%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$21.1M
286,528
+8%
增持
SPTM
SPDR SERIES TRUST
+$20.8M
3,017,159
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$20.7M
152,290
+28%
增持
IOT
SAMSARA INC
+$20.7M
715,750
+375%
增持
GE
GE AEROSPACE
+$20.6M
272,451
+14%
减持
ITOT
ISHARES TR
+$20.3M
2,103,130
-1%
增持
INTC
INTEL CORP
+$19.9M
1,464,076
+19%
增持
FAST
FASTENAL CO
+$19.3M
691,030
+99%
增持
ABT
ABBOTT LABS
+$19.1M
1,074,660
+17%
增持
GS
GOLDMAN SACHS GROUP INC
+$18.9M
124,213
+11%
增持
BABA
ALIBABA GROUP HLDG LTD
+$18.8M
234,911
+15%
增持
VUG
VANGUARD INDEX FDS
+$18.7M
310,408
+5%
增持
APH
AMPHENOL CORP NEW
+$18.1M
603,005
+5%
减持
IWF
ISHARES TR
+$17.8M
461,381
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$17.6M
689,657
+31%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$17.5M
1,117,273
+2%
增持
GLD
SPDR GOLD TR
+$17.5M
207,739
+12%
增持
RTX
RTX CORPORATION
+$17.4M
572,833
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$17.3M
440,246
+21%
增持
SPIB
SPDR SERIES TRUST
+$17.2M
7,360,130
+6%
增持
RIO
RIO TINTO PLC
+$17.2M
399,505
+154%
减持
BSY
BENTLEY SYS INC
-$16.8M
874,875
-24%
减持
DGS
WISDOMTREE TR
-$16.6M
4,957,148
-9%
减持
—
ACCENTURE PLC IRELAND
-$16.4M
252,842
-4%
减持
IWB
ISHARES TR
+$16.1M
655,263
-0%
增持
VMC
VULCAN MATLS CO
+$16.1M
74,558
+185%
减持
MSTR
STRATEGY INC
-$15.8M
78,407
-50%
增持
HON
HONEYWELL INTL INC
+$15.6M
342,641
+41%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$15.6M
1,121,145
+20%
增持
MRK
MERCK & CO INC
+$15.6M
1,076,508
+14%
增持
NOC
NORTHROP GRUMMAN CORP
+$15.3M
72,239
+26%
增持
UNH
UNITEDHEALTH GROUP INC
+$15.3M
264,406
+9%
增持
XLK
SELECT SECTOR SPDR TR
+$15.3M
261,666
+13%
增持
DFLV
DIMENSIONAL ETF TRUST
+$15.2M
498,054
+1227%
增持
IWM
ISHARES TR
+$15.0M
581,709
+2%
增持
SHOP
SHOPIFY INC
+$14.9M
384,462
+5%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$14.9M
1,308,448
+13%
减持
IJH
ISHARES TR
+$14.7M
4,787,999
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$14.2M
122,796
+10%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$14.1M
753,601
+1209%
增持
VGT
VANGUARD WORLD FD
+$14.1M
143,894
+2%
增持
PEP
PEPSICO INC
+$14.0M
700,804
+10%
增持
SNOW
SNOWFLAKE INC
+$13.9M
241,447
+44%
减持
DFUS
DIMENSIONAL ETF TRUST
+$13.8M
3,457,489
-2%
增持
UNP
UNION PAC CORP
+$13.8M
329,358
+18%
增持
SUB
ISHARES TR
+$13.7M
2,753,494
+4%
增持
TOST
TOAST INC
+$13.6M
452,131
+597%
增持
TJX
TJX COS INC NEW
+$13.6M
444,658
+8%
增持
QXO
QXO INC
+$13.5M
740,114
+2517%
减持
ADBE
ADOBE INC
-$13.4M
113,240
-18%
减持
OKTA
OKTA INC
-$13.3M
81,032
-61%
增持
MO
ALTRIA GROUP INC
+$13.2M
774,676
+20%
增持
PG
PROCTER AND GAMBLE CO
+$13.0M
1,579,575
+10%
增持
DFIS
DIMENSIONAL ETF TRUST
+$12.4M
2,361,977
+13%
增持
DELL
DELL TECHNOLOGIES INC
+$11.9M
220,137
+40%
增持
SLYV
SPDR SERIES TRUST
+$11.9M
476,621
+25%
减持
SCHA
SCHWAB STRATEGIC TR
+$11.9M
4,678,377
-0%
减持
ISRG
INTUITIVE SURGICAL INC
-$11.9M
108,223
-4%
增持
AXP
AMERICAN EXPRESS CO
+$11.8M
218,368
+15%
减持
BBUS
J P MORGAN EXCHANGE TRADED F
-$11.8M
94,512
-54%
增持
KLAC
KLA CORP
+$11.7M
46,060
+9%
增持
BA
BOEING CO
+$11.7M
372,700
+14%
增持
MAR
MARRIOTT INTL INC NEW
+$11.6M
167,666
+43%
增持
GD
GENERAL DYNAMICS CORP
+$11.6M
97,594
+31%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$11.6M
156,251
-10%
增持
PANW
PALO ALTO NETWORKS INC
+$11.1M
239,007
+30%
增持
WBD
WARNER BROS DISCOVERY INC
+$10.9M
770,690
+115%
增持
GEV
GE VERNOVA INC
+$10.9M
78,273
+11%
减持
IJR
ISHARES TR
+$10.8M
1,271,447
-1%
增持
—
ASML HOLDING N V
+$10.8M
40,673
+14%
减持
SCHH
SCHWAB STRATEGIC TR
-$10.7M
21,709,204
-4%
增持
MA
MASTERCARD INCORPORATED
+$10.6M
259,281
+6%
增持
NOW
SERVICENOW INC
+$10.6M
75,594
+32%
增持
DISV
DIMENSIONAL ETF TRUST
+$10.4M
846,703
+41%
增持
VTV
VANGUARD INDEX FDS
+$10.3M
717,909
+3%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$10.3M
453,670
+6%
增持
VXF
VANGUARD INDEX FDS
+$10.2M
492,519
+2%
增持
DLR
DIGITAL RLTY TR INC
+$10.2M
226,450
+37%
增持
VRT
VERTIV HOLDINGS CO
+$10.2M
119,064
+97%
增持
QCOM
QUALCOMM INC
+$10.2M
509,066
+11%
