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CreativeOne Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

CreativeOne Wealth, LLC

No.1010 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$46.33亿
环比变动 Q1 2026
+$3.27亿+7.6%
持仓股票数
1189
新买入
131
加仓
465
减仓
565
清仓
113
持股不变
28
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
2.63%2.39%$1.22亿42.2万股$1.03亿40.5万股+1.6万股+4.02%加仓
V先锋领航·FTSEVEA
2.45%2.35%$1.13亿159.1万股$1.01亿157.7万股+1.4万股+0.86%加仓
V先锋领航指数基金VTV
2.41%2.29%$1.12亿51.2万股$9,861.7万50.3万股+9,313股+1.85%加仓
V先锋领航指数基金VUG
2.16%1.93%$1.00亿116.5万股$8,314.5万19.0万股+97.4万股+511.77%加仓
英伟达NVDA
2.09%1.99%$9,695.4万48.5万股$8,571.6万49.1万股-6,936股-1.41%减仓
I景顺QQQ信托VOO
2.03%1.61%$9,403.6万12.8万股$6,922.3万12.0万股+7,763股+6.47%加仓
S道富SPYM
1.84%0.6%$8,537.7万97.2万股$2,566.8万33.5万股+63.6万股+189.70%加仓
PPimco Active Bond ETFBOND
1.8%1.79%$8,350.6万90.6万股$7,712.1万83.6万股+7.0万股+8.36%加仓
AADVISORSHARES STAR GLOBAL BUY-WRITE ETFVEGA
1.76%1.68%$8,165.4万155.4万股$7,213.2万149.4万股+5.9万股+3.98%加仓
SSPDR标普500 ETFSPY
1.62%1.53%$7,486.2万10.0万股$6,583.3万10.1万股-980股-0.97%减仓
IiShares安硕信托IVW
1.58%1.34%$7,316.3万53.2万股$5,751.7万50.9万股+2.3万股+4.62%加仓
B贝莱德ETF信托DYNF
1.48%1.38%$6,840.0万100.6万股$5,935.7万102.0万股-1.5万股-1.42%减仓
B贝莱德ETF信托CORO
1.43%1.28%$6,611.3万180.6万股$5,493.5万170.9万股+9.8万股+5.73%加仓
V先锋领航指数基金VOO
1.34%1.15%$6,212.4万9.0万股$4,948.7万8.3万股+7,637股+9.22%加仓
微软MSFT
1.26%1.29%$5,826.4万15.6万股$5,552.8万15.0万股+6,189股+4.13%加仓
V先锋领航·TOTALBNDX
1.24%1.28%$5,737.0万118.5万股$5,506.4万114.6万股+3.9万股+3.37%加仓
IiShares安硕·S&PIVE
1.18%1.46%$5,452.8万24.0万股$6,293.3万29.8万股-5.8万股-19.43%减仓
亚马逊AMZN
1.15%1.66%$5,310.8万22.3万股$7,161.9万34.4万股-12.1万股-35.20%减仓
谷歌AGOOGL
1.07%0.95%$4,965.9万13.9万股$4,072.5万14.2万股-2,664股-1.88%减仓
IiShares安硕信托IVV
1.04%1.04%$4,839.9万6.5万股$4,483.6万6.9万股-4,013股-5.85%减仓
MMAIN SECTOR ROTATION ETFSECT
1.01%1.02%$4,668.3万64.8万股$4,391.3万72.7万股-7.9万股-10.91%减仓
IiShares安硕信托IUSB
1%1.1%$4,653.2万100.8万股$4,738.2万102.6万股-1.8万股-1.71%减仓
博通AVGO
0.94%0.83%$4,365.1万11.6万股$3,553.1万11.5万股+759股+0.66%加仓
IiShares安硕信托GJS
0.79%0.74%$3,661.6万160.7万股$3,184.1万139.0万股+21.8万股+15.65%加仓
FIRST INTST BANCSYSTEMFIBK
0.78%0.69%$3,630.6万99.4万股$2,954.1万87.5万股+11.9万股+13.62%加仓
V先锋领航债券指数基金BSV
0.78%0.77%$3,628.3万46.6万股$3,301.9万42.1万股+4.5万股+10.59%加仓
F富兰克林邓普顿ETF信托UDIV
0.78%0.67%$3,621.7万60.3万股$2,863.9万55.5万股+4.8万股+8.62%加仓
SSIMPLIFY MBS ETFMTBA
0.76%0.75%$3,505.7万71.4万股$3,211.4万64.9万股+6.5万股+10.03%加仓
V先锋领航指数基金VB
0.75%0.7%$3,465.5万11.4万股$3,034.5万11.6万股-1,529股-1.32%减仓
V先锋领航·FSTEVWO
0.74%0.7%$3,443.8万57.7万股$3,035.3万56.2万股+1.5万股+2.74%加仓
B贝莱德ETF信托BAI
0.71%0.62%$3,296.3万62.5万股$2,668.6万81.0万股-18.5万股-22.80%减仓
特斯拉TSLA
0.6%0.53%$2,768.5万6.6万股$2,296.1万6.2万股+4,058股+6.57%加仓
Meta平台META
0.57%0.59%$2,656.4万4.7万股$2,530.3万4.4万股+2,932股+6.63%加仓
G通用动力VTI
0.51%0.46%$2,382.7万6.4万股$1,961.5万6.1万股+3,247股+5.31%加仓
I景顺交易所交易基金IISPMO
0.5%0.48%$2,333.2万14.4万股$2,078.3万18.5万股-4.1万股-22.09%减仓
V先锋领航·INSTL INDEX FDVBIL
0.5%0.45%$2,308.1万30.5万股$1,921.9万25.4万股+5.1万股+20.04%加仓
IiShares安硕信托ICSH
0.48%0.36%$2,221.4万43.9万股$1,535.6万30.3万股+13.6万股+44.77%加仓
IiShares安硕信托TLH
0.48%0.46%$2,213.0万22.1万股$2,002.3万19.9万股+2.2万股+10.93%加仓
GGlobal X基金SHLD
0.47%0.48%$2,184.5万36.6万股$2,070.1万29.2万股+7.4万股+25.19%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.47%0.49%$2,183.3万9.2万股$2,102.0万9.8万股-5,473股-5.60%减仓
V先锋领航斯科茨代尔基金VMBS
0.47%0.47%$2,174.1万46.4万股$2,007.2万42.8万股+3.7万股+8.64%加仓
V先锋领航指数基金VNQ
0.46%0.43%$2,148.5万22.3万股$1,863.0万21.0万股+1.3万股+6.08%加仓
V先锋领航白厅基金VYM
0.46%0.29%$2,117.4万13.4万股$1,269.6万8.6万股+4.8万股+56.30%加仓
美光科技MU
0.45%0.14%$2,106.4万1.8万股$607.9万1.8万股+254股+1.41%加仓
B贝莱德ETF信托IALT
0.45%$2,099.1万74.8万股$00股+74.8万股新买入
B贝莱德ETF信托BLCR
0.44%0.4%$2,050.7万40.7万股$1,723.5万42.0万股-1.3万股-3.01%减仓
礼来LLY
0.44%0.37%$2,043.3万1.7万股$1,593.1万1.7万股-284股-1.64%减仓
V先锋领航债券指数基金BIV
0.43%0.43%$1,977.4万25.8万股$1,847.4万23.9万股+1.8万股+7.70%加仓
PPIMCO太平洋投资管理ETFPYLD
0.43%0.47%$1,974.3万74.4万股$2,026.7万77.4万股-2.9万股-3.76%减仓
B贝莱德·ETF TRUST IIBINC
0.42%0.45%$1,962.0万37.5万股$1,936.7万37.3万股+1,915股+0.51%加仓

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