CREATIVE FINANCIAL DESIGNS INC /ADV
KOKOMO IN · SEC CIK 0000819864
$21.00亿2026Q2 申报市值
2,257持仓数
20.6%前十大占比 · 第一大 4.6%
191 / 105新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GARP 加仓+$2,858.69万
ELCV 加仓+$2,842.20万
AVUS 新建仓+$2,785.62万
TRFK 加仓+$2,665.61万
BIBL 加仓+$2,507.62万
2026Q2 卖出最多 按季末市值估算
VONG 减仓-$1,488.14万
FBND 减仓-$1,291.21万
PTNQ 减仓-$1,287.17万
JBND 清仓-$1,255.37万
TPIF 减仓-$1,110.45万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD VALUE ETF | $9,654.40万 | 4.60% | 443,005 | -22,065 | -4.7% | -$480.86万 | 减仓 |
| BKIE | BNY MELLON INTERNATIONAL EQUITY ETF | $5,063.34万 | 2.41% | 503,315 | 58,235 | 13.1% | $585.84万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $4,558.55万 | 2.17% | 772,897 | 61,493 | 8.6% | $362.69万 | 加仓 |
| ELCV | EVENTIDE HIGH DIVIDEND ETF | $3,988.81万 | 1.90% | 1,213,511 | 864,679 | 247.9% | $2,842.20万 | 加仓 |
| AAPL | APPLE INC COM | $3,577.80万 | 1.70% | 123,645 | -785 | -0.6% | -$22.71万 | 减仓 |
| LLY | ELI LILLY & CO COM | $3,550.63万 | 1.69% | 29,603 | 1,318 | 4.7% | $158.08万 | 加仓 |
| PTL | INSPIRE 500 ETF | $3,364.14万 | 1.60% | 117,590 | -29,024 | -19.8% | -$830.35万 | 减仓 |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | $3,326.89万 | 1.58% | 403,015 | 346,298 | 610.6% | $2,858.69万 | 加仓 |
| AMZN | AMAZON COM INC COM | $3,106.29万 | 1.48% | 130,330 | 1,317 | 1.0% | $31.39万 | 加仓 |
| BIBL | INSPIRE 100 ETF | $2,963.74万 | 1.41% | 512,048 | 433,245 | 549.8% | $2,507.62万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $2,889.66万 | 1.38% | 335,461 | -14,861 | -4.2% | -$128.01万 | 减仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $2,802.90万 | 1.34% | 767,287 | 453,315 | 144.4% | $1,655.96万 | 加仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $2,785.62万 | 1.33% | 217,490 | 217,490 | — | $2,785.62万 | 新建仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $2,734.39万 | 1.30% | 942,567 | -87,533 | -8.5% | -$253.93万 | 减仓 |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | $2,728.99万 | 1.30% | 255,763 | 249,823 | 4,205.8% | $2,665.61万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $2,564.02万 | 1.22% | 520,295 | -34,375 | -6.2% | -$169.40万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $2,458.61万 | 1.17% | 279,673 | 9,368 | 3.5% | $82.35万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $2,408.20万 | 1.15% | 291,373 | 151,626 | 108.5% | $1,253.19万 | 加仓 |
| IBD | INSPIRE CORPORATE BOND ETF | $2,301.60万 | 1.10% | 968,280 | -88,201 | -8.3% | -$209.65万 | 减仓 |
| — | INSPIRE GROWTH ETF | $2,278.68万 | 1.09% | 521,556 | -65,909 | -11.2% | -$287.96万 | 减仓 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $2,260.66万 | 1.08% | 448,811 | -20,776 | -4.4% | -$104.65万 | 减仓 |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | $2,222.01万 | 1.06% | 281,160 | -35,373 | -11.2% | -$279.55万 | 减仓 |
| VPU | VANGUARD UTILITIES ETF | $2,150.35万 | 1.02% | 109,863 | 3,118 | 2.9% | $61.03万 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $2,124.11万 | 1.01% | 159,408 | 153,894 | 2,791.0% | $2,050.64万 | 加仓 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $2,064.31万 | 0.98% | 213,786 | 27,378 | 14.7% | $264.36万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1,971.29万 | 0.94% | 218,789 | -7,731 | -3.4% | -$69.66万 | 减仓 |
| FDLS | INSPIRE FIDELIS MULTI FACTOR ETF | $1,914.38万 | 0.91% | 452,893 | 181,417 | 66.8% | $766.85万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $1,890.44万 | 0.90% | 303,930 | 54,465 | 21.8% | $338.77万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $1,882.34万 | 0.90% | 147,277 | -116,434 | -44.2% | -$1,488.14万 | 减仓 |
| TPIF | TIMOTHY PLAN INTERNATIONAL ETF | $1,795.10万 | 0.85% | 481,131 | -297,627 | -38.2% | -$1,110.45万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,786.06万 | 0.85% | 24,254 | 2,696 | 12.5% | $198.53万 | 加仓 |
| UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | $1,579.08万 | 0.75% | 337,136 | -23,968 | -6.6% | -$112.26万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $1,563.43万 | 0.74% | 125,315 | 51,299 | 69.3% | $640.01万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,506.81万 | 0.72% | 21,939 | 3,264 | 17.5% | $224.18万 | 加仓 |
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | $1,459.84万 | 0.70% | 319,021 | 314,688 | 7,262.6% | $1,440.01万 | 加仓 |
| TPSC | TIMOTHY PLAN US SMALL CAP CORE ETF | $1,451.68万 | 0.69% | 302,545 | 13,039 | 4.5% | $62.56万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $1,405.22万 | 0.67% | 142,953 | -9,793 | -6.4% | -$96.26万 | 减仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $1,380.25万 | 0.66% | 125,306 | 5,918 | 5.0% | $65.19万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1,358.66万 | 0.65% | 233,447 | -33,575 | -12.6% | -$195.41万 | 减仓 |
| ACYN | FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF | $1,344.31万 | 0.64% | 646,615 | 646,615 | — | $1,344.31万 | 新建仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,343.84万 | 0.64% | 188,608 | 27,305 | 16.9% | $194.55万 | 加仓 |
| CAT | CATERPILLAR INC COM | $1,241.92万 | 0.59% | 11,662 | 1,152 | 11.0% | $122.68万 | 加仓 |
| MBSF | REGAN FLOATING RATE MBS ETF | $1,161.81万 | 0.55% | 452,508 | 102,914 | 29.4% | $264.23万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $1,140.65万 | 0.54% | 95,436 | 3,276 | 3.6% | $39.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,119.99万 | 0.53% | 55,974 | -2,548 | -4.4% | -$50.98万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,117.24万 | 0.53% | 187,174 | -52,719 | -22.0% | -$314.68万 | 减仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $1,105.96万 | 0.53% | 402,606 | 273,820 | 212.6% | $752.18万 | 加仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $1,039.03万 | 0.49% | 272,496 | -55,631 | -17.0% | -$212.12万 | 减仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1,024.65万 | 0.49% | 341,437 | -11,855 | -3.4% | -$35.58万 | 减仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $1,016.59万 | 0.48% | 167,230 | 4,714 | 2.9% | $28.66万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $986.34万 | 0.47% | 62,415 | 1,624 | 2.7% | $25.66万 | 加仓 |
| LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | $968.73万 | 0.46% | 501,671 | 31,509 | 6.7% | $60.84万 | 加仓 |
| TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $964.13万 | 0.46% | 191,486 | 23,724 | 14.1% | $119.45万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $961.15万 | 0.46% | 362,426 | 348,928 | 2,585.0% | $925.36万 | 加仓 |
| OACP | ONEASCENT CORE PLUS BOND ETF | $939.04万 | 0.45% | 413,399 | 413,399 | — | $939.04万 | 新建仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $922.32万 | 0.44% | 57,096 | 41,773 | 272.6% | $674.80万 | 加仓 |
| JMEE | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $916.67万 | 0.44% | 117,476 | 18,685 | 18.9% | $145.80万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $910.44万 | 0.43% | 47,787 | 26,555 | 125.1% | $505.92万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $895.31万 | 0.43% | 212,109 | 211,959 | 141,306.0% | $894.68万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $883.42万 | 0.42% | 194,201 | -283,844 | -59.4% | -$1,291.21万 | 减仓 |
| PIZ | INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF | $837.30万 | 0.40% | 149,786 | -192,906 | -56.3% | -$1,078.34万 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $805.11万 | 0.38% | 348,079 | 15,751 | 4.7% | $36.43万 | 加仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $767.67万 | 0.37% | 99,555 | -9,998 | -9.1% | -$77.09万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $755.72万 | 0.36% | 21,147 | 764 | 3.7% | $27.30万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE INDEX ETF | $717.72万 | 0.34% | 93,759 | -35,830 | -27.6% | -$274.28万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $696.29万 | 0.33% | 147,520 | 135,142 | 1,091.8% | $637.87万 | 加仓 |
| EVTR | EATON VANCE TOTAL RETURN BOND ETF | $689.38万 | 0.33% | 135,946 | 119,898 | 747.1% | $608.00万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $671.02万 | 0.32% | 13,410 | 7,701 | 134.9% | $385.35万 | 加仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $670.24万 | 0.32% | 135,649 | 68,616 | 102.4% | $339.03万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $670.07万 | 0.32% | 129,408 | -5,304 | -3.9% | -$27.46万 | 减仓 |
| FDG | AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF | $655.15万 | 0.31% | 49,223 | -2,598 | -5.0% | -$34.58万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $651.20万 | 0.31% | 128,773 | -1,806 | -1.4% | -$9.13万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $632.20万 | 0.30% | 8,466 | -1,127 | -11.7% | -$84.16万 | 减仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $617.29万 | 0.29% | 209,963 | 6,951 | 3.4% | $20.44万 | 加仓 |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $611.61万 | 0.29% | 126,496 | -14,144 | -10.1% | -$68.39万 | 减仓 |
| VBK | VANGUARD SMALL CAP GROWTH ETF | $611.61万 | 0.29% | 16,724 | -1,662 | -9.0% | -$60.78万 | 减仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $610.45万 | 0.29% | 120,881 | 4,740 | 4.1% | $23.94万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $606.05万 | 0.29% | 89,112 | -2,065 | -2.3% | -$14.04万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $594.25万 | 0.28% | 19,874 | 6,655 | 50.3% | $198.99万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $589.54万 | 0.28% | 15,805 | 4,281 | 37.1% | $159.69万 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $588.99万 | 0.28% | 118,867 | 3,641 | 3.2% | $18.04万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $585.17万 | 0.28% | 8,922 | 7,834 | 720.0% | $513.81万 | 加仓 |
| SDVD | FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $582.43万 | 0.28% | 252,242 | 8,225 | 3.4% | $18.99万 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $571.85万 | 0.27% | 32,372 | 3,052 | 10.4% | $53.91万 | 加仓 |
| BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | $563.87万 | 0.27% | 143,587 | 142 | 0.1% | $5,576 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $554.73万 | 0.26% | 92,011 | 88,680 | 2,662.3% | $534.65万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $545.35万 | 0.26% | 67,687 | 10,307 | 18.0% | $83.04万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $528.10万 | 0.25% | 99,434 | 3,553 | 3.7% | $18.87万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $513.30万 | 0.24% | 115,401 | -44,846 | -28.0% | -$199.47万 | 减仓 |
| FLRT | PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF | $509.73万 | 0.24% | 109,314 | 4,284 | 4.1% | $19.98万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $508.01万 | 0.24% | 150,122 | -54,919 | -26.8% | -$185.85万 | 减仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $506.58万 | 0.24% | 29,774 | 880 | 3.0% | $14.97万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $505.30万 | 0.24% | 52,320 | -11,938 | -18.6% | -$115.30万 | 减仓 |
| — | INSPIRE GLOBAL HOPE ETF | $496.14万 | 0.24% | 104,035 | 66,672 | 178.4% | $317.96万 | 加仓 |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $493.72万 | 0.24% | 97,535 | -88,371 | -47.5% | -$447.34万 | 减仓 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $488.14万 | 0.23% | 47,989 | 47,642 | 13,729.7% | $484.61万 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $484.64万 | 0.23% | 29,650 | -243 | -0.8% | -$3.97万 | 减仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $473.87万 | 0.23% | 185,685 | 19,977 | 12.1% | $50.98万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $471.48万 | 0.22% | 28,443 | 1,469 | 5.4% | $24.35万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $456.09万 | 0.22% | 51,899 | 3,972 | 8.3% | $34.91万 | 加仓 |