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 |
|---|---|---|---|---|---|---|---|---|
| JBND | JPMORGAN ACTIVE BOND ETF | $0 | 0.00% | 0 | -233,471 | -100.0% | -$1,255.37万 | 清仓 |
| EVSD | EATON VANCE SHORT DURATION INCOME ETF | $0 | 0.00% | 0 | -139,414 | -100.0% | -$710.18万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -17,770 | -100.0% | -$301.49万 | 清仓 |
| — | INVESCO 0-5 YR US TIPS ETF | $0 | 0.00% | 0 | -47,224 | -100.0% | -$123.49万 | 清仓 |
| — | BLACKROCK FLOATING RATE INCOME COM | $0 | 0.00% | 0 | -10,000 | -100.0% | -$11.02万 | 清仓 |
| AES | AES CORP COM | $0 | 0.00% | 0 | -7,767 | -100.0% | -$10.94万 | 清仓 |
| GFEB | FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | $0 | 0.00% | 0 | -2,472 | -100.0% | -$10.16万 | 清仓 |
| HTRB | HARTFORD TOTAL RETURN BOND ETF | $0 | 0.00% | 0 | -2,738 | -100.0% | -$9.24万 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -3,293 | -100.0% | -$8.52万 | 清仓 |
| — | MONROE CAP CORP COM | $0 | 0.00% | 0 | -14,230 | -100.0% | -$6.55万 | 清仓 |
| — | CLEARWAY ENERGY INC CL A | $0 | 0.00% | 0 | -1,410 | -100.0% | -$5.52万 | 清仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $0 | 0.00% | 0 | -5,000 | -100.0% | -$4.91万 | 清仓 |
| TEM | TEMPUS AI INC CL A | $0 | 0.00% | 0 | -1,057 | -100.0% | -$4.78万 | 清仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $0 | 0.00% | 0 | -2,175 | -100.0% | -$4.54万 | 清仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $0 | 0.00% | 0 | -445 | -100.0% | -$3.67万 | 清仓 |
| — | SKYWATER TECHNOLOGY INC COM | $0 | 0.00% | 0 | -1,200 | -100.0% | -$3.29万 | 清仓 |
| RSPF | INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF | $0 | 0.00% | 0 | -452 | -100.0% | -$3.23万 | 清仓 |
| FEBW | ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF | $0 | 0.00% | 0 | -900 | -100.0% | -$3.01万 | 清仓 |
| — | TIGO ENERGY INC COM | $0 | 0.00% | 0 | -6,906 | -100.0% | -$2.60万 | 清仓 |
| — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER | $0 | 0.00% | 0 | -650 | -100.0% | -$2.51万 | 清仓 |
| SCNM | STERLING CAPITAL NATIONAL MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -868 | -100.0% | -$2.16万 | 清仓 |
| AUR | AURORA INNOVATION INC CLASS A COM | $0 | 0.00% | 0 | -5,000 | -100.0% | -$2.06万 | 清仓 |
| DNP | DNP SELECT INCOME FD INC COM | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.06万 | 清仓 |
| — | BONDBLOXX USD HIGH YIELD BOND ENERGY SECTOR ETF | $0 | 0.00% | 0 | -483 | -100.0% | -$1.89万 | 清仓 |
| — | LUCID DIAGNOSTICS INC COM | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.73万 | 清仓 |
| — | ARROWMARK FINANCIAL CORP COM | $0 | 0.00% | 0 | -827 | -100.0% | -$1.58万 | 清仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $0 | 0.00% | 0 | -693 | -100.0% | -$1.56万 | 清仓 |
| — | FIRST TRUST CONSUMER STAPLES ALPHADEX FUND | $0 | 0.00% | 0 | -245 | -100.0% | -$1.56万 | 清仓 |
| QSPT | FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER | $0 | 0.00% | 0 | -485 | -100.0% | -$1.48万 | 清仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$9,998 | 清仓 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $0 | 0.00% | 0 | -224 | -100.0% | -$8,991 | 清仓 |
| SU | SUNCOR ENERGY INC NEW COM | $0 | 0.00% | 0 | -135 | -100.0% | -$8,925 | 清仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $0 | 0.00% | 0 | -183 | -100.0% | -$8,918 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $0 | 0.00% | 0 | -500 | -100.0% | -$7,960 | 清仓 |
| — | TCW CORPORATE BOND ETF | $0 | 0.00% | 0 | -151 | -100.0% | -$6,930 | 清仓 |
| — | NUVEEN WINSLOW LARGE-CAP GROWTH ESG ETF | $0 | 0.00% | 0 | -197 | -100.0% | -$6,587 | 清仓 |
| — | MFS CHARTER INCOME TR SH BEN INT | $0 | 0.00% | 0 | -1,046 | -100.0% | -$6,339 | 清仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $0 | 0.00% | 0 | -67 | -100.0% | -$6,209 | 清仓 |
| FXN | FIRST TRUST ENERGY ALPHADEX FUND | $0 | 0.00% | 0 | -209 | -100.0% | -$4,689 | 清仓 |
| WCN | WASTE CONNECTIONS INC COM | $0 | 0.00% | 0 | -26 | -100.0% | -$4,223 | 清仓 |
| IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $0 | 0.00% | 0 | -196 | -100.0% | -$3,865 | 清仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JANUARY | $0 | 0.00% | 0 | -147 | -100.0% | -$3,678 | 清仓 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $0 | 0.00% | 0 | -49 | -100.0% | -$2,769 | 清仓 |
| PEGA | PEGASYSTEMS INC COM | $0 | 0.00% | 0 | -60 | -100.0% | -$2,554 | 清仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $0 | 0.00% | 0 | -52 | -100.0% | -$2,449 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -64 | -100.0% | -$2,249 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $0 | 0.00% | 0 | -26 | -100.0% | -$2,029 | 清仓 |
| — | HUYA INC ADS REP SHS A | $0 | 0.00% | 0 | -460 | -100.0% | -$1,519 | 清仓 |
| — | HOLOGIC INC COM | $0 | 0.00% | 0 | -17 | -100.0% | -$1,285 | 清仓 |
| RSPG | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | $0 | 0.00% | 0 | -9 | -100.0% | -$999 | 清仓 |
| — | MASIMO CORP COM | $0 | 0.00% | 0 | -5 | -100.0% | -$889 | 清仓 |
| IR | INGERSOLL RAND INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$801 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$748 | 清仓 |
| STLA | STELLANTIS N.V SHS | $0 | 0.00% | 0 | -91 | -100.0% | -$645 | 清仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $0 | 0.00% | 0 | -21 | -100.0% | -$563 | 清仓 |
| IQ | IQIYI INC SPONSORED ADS | $0 | 0.00% | 0 | -400 | -100.0% | -$540 | 清仓 |
| PURR | HYPERLIQUID STRATEGIES INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$509 | 清仓 |
| — | SERVICE PPTYS TR COM SH BEN INT | $0 | 0.00% | 0 | -375 | -100.0% | -$508 | 清仓 |
| RCI | ROGERS COMMUNICATIONS INC CL B | $0 | 0.00% | 0 | -12 | -100.0% | -$461 | 清仓 |
| GIB | CGI INC CL A SUB VTG | $0 | 0.00% | 0 | -6 | -100.0% | -$439 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$429 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL COM | $0 | 0.00% | 0 | -5 | -100.0% | -$411 | 清仓 |
| — | INVESCO ENERGY EXPLORATION & PRODUCTION ETF | $0 | 0.00% | 0 | -9 | -100.0% | -$348 | 清仓 |
| EEFT | EURONET WORLDWIDE INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$332 | 清仓 |
| BBY | BEST BUY INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$321 | 清仓 |
| IOT | SAMSARA INC COM CL A | $0 | 0.00% | 0 | -10 | -100.0% | -$317 | 清仓 |
| AGI | ALAMOS GOLD INC COM CL A | $0 | 0.00% | 0 | -7 | -100.0% | -$311 | 清仓 |
| CWH | CAMPING WORLD HLDGS INC CL A | $0 | 0.00% | 0 | -45 | -100.0% | -$307 | 清仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP PHYSICAL PLATINU | $0 | 0.00% | 0 | -19 | -100.0% | -$295 | 清仓 |
| FOXA | FOX CORP CL A COM | $0 | 0.00% | 0 | -5 | -100.0% | -$292 | 清仓 |
| OPLN | OPENLANE INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$292 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$282 | 清仓 |
| TECH | BIO-TECHNE CORP COM | $0 | 0.00% | 0 | -5 | -100.0% | -$261 | 清仓 |
| STN | STANTEC INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$259 | 清仓 |
| NOG | NORTHERN OIL & GAS INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$234 | 清仓 |
| — | EXPRO GROUP HOLDINGS NV COM | $0 | 0.00% | 0 | -13 | -100.0% | -$226 | 清仓 |
| ICL | ICL GROUP LTD SHS | $0 | 0.00% | 0 | -42 | -100.0% | -$216 | 清仓 |
| — | SEALED AIR CORP NEW COM | $0 | 0.00% | 0 | -5 | -100.0% | -$210 | 清仓 |
| MDIV | MULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $0 | 0.00% | 0 | -13 | -100.0% | -$210 | 清仓 |
| POOL | POOL CORP COM | $0 | 0.00% | 0 | -1 | -100.0% | -$202 | 清仓 |
| EE | EXCELERATE ENERGY INC CL A COM | $0 | 0.00% | 0 | -6 | -100.0% | -$201 | 清仓 |
| PPL | PPL CORP COM | $0 | 0.00% | 0 | -5 | -100.0% | -$191 | 清仓 |
| DYN | DYNE THERAPEUTICS INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$181 | 清仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $0 | 0.00% | 0 | -9 | -100.0% | -$178 | 清仓 |
| HTO | H2O AMERICA COM | $0 | 0.00% | 0 | -3 | -100.0% | -$176 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $0 | 0.00% | 0 | -5 | -100.0% | -$169 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$156 | 清仓 |
| JACK | JACK IN THE BOX INC COM | $0 | 0.00% | 0 | -16 | -100.0% | -$155 | 清仓 |
| KMPR | KEMPER CORP COM | $0 | 0.00% | 0 | -5 | -100.0% | -$153 | 清仓 |
| MAN | MANPOWERGROUP INC WIS COM | $0 | 0.00% | 0 | -5 | -100.0% | -$147 | 清仓 |
| S | SENTINELONE INC CL A | $0 | 0.00% | 0 | -10 | -100.0% | -$129 | 清仓 |
| — | NEUBERGER HIGH YIELD ST FD INC RT EXP 041526 | $0 | 0.00% | 0 | -16,000 | -100.0% | -$128 | 清仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$112 | 清仓 |
| ORA | ORMAT TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$112 | 清仓 |
| PATH | UIPATH INC CL A | $0 | 0.00% | 0 | -10 | -100.0% | -$111 | 清仓 |
| INCY | INCYTE CORP COM | $0 | 0.00% | 0 | -1 | -100.0% | -$94 | 清仓 |
| MNKD | MANNKIND CORP COM NEW | $0 | 0.00% | 0 | -32 | -100.0% | -$78 | 清仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR SHS | $0 | 0.00% | 0 | -1 | -100.0% | -$23 | 清仓 |
| EMBC | EMBECTA CORP COMMON STOCK | $0 | 0.00% | 0 | -1 | -100.0% | -$9 | 清仓 |
| — | GEN DIGITAL INC CVR | $0 | 0.00% | 0 | -5 | -100.0% | -$2 | 清仓 |