CREATIVE FINANCIAL DESIGNS INC /ADV
KOKOMO IN · SEC CIK 0000819864
$16.45亿2026Q1 申报市值
2,158持仓数
23.3%前十大占比 · 第一大 5.5%
172 / 77新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTV 加仓+$4,338.79万
PTL 加仓+$3,279.10万
JBND 新建仓+$1,255.37万
VCIT 加仓+$1,098.64万
INSPIRE GROWTH E 加仓+$938.90万
2026Q1 卖出最多 按季末市值估算
SPYV 减仓-$3,919.99万
PYLD 减仓-$1,401.46万
VGSH 减仓-$1,103.97万
BIBL 减仓-$886.62万
ELCV 减仓-$619.80万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FE | FIRSTENERGY CORP COM | $1.26万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST WCM DEVELOPING WORLD EQUITY ETF | $1.26万 | 0.00% | 750 | 750 | — | $1.26万 | 新建仓 |
| BIIB | BIOGEN INC COM | $1.26万 | 0.00% | 69 | 68 | 6,800.0% | $1.25万 | 加仓 |
| LIVN | LIVANOVA PLC SHS | $1.27万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $1.27万 | 0.00% | 180 | 45 | 33.3% | $3,181 | 加仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC COM | $1.28万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| IAK | ISHARES U.S. INSURANCE ETF | $1.28万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP COM | $1.28万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC COM | $1.29万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $1.29万 | 0.00% | 96 | 9 | 10.3% | $1,212 | 加仓 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $1.29万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC COM | $1.30万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $1.31万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $1.31万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | FIDELITY BLUE CHIP VALUE ETF | $1.31万 | 0.00% | 364 | 2 | 0.6% | $72 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC COM | $1.31万 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $1.32万 | 0.00% | 149 | 1 | 0.7% | $89 | 加仓 |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $1.32万 | 0.00% | 551 | -54 | -8.9% | -$1,294 | 减仓 |
| WAB | WABTEC COM | $1.32万 | 0.00% | 53 | -2 | -3.6% | -$500 | 减仓 |
| ABNB | AIRBNB INC COM CL A | $1.33万 | 0.00% | 105 | 5 | 5.0% | $631 | 加仓 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $1.33万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES DOW JONES U.S. ETF | $1.33万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $1.33万 | 0.00% | 393 | 393 | — | $1.33万 | 新建仓 |
| MKL | MARKEL GROUP INC COM | $1.34万 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST BLOOMBERG EMERGING MARKET DEMOCRACIES ETF | $1.35万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $1.35万 | 0.00% | 599 | 36 | 6.4% | $810 | 加仓 |
| — | FIDELITY INTERNATIONAL MULTIFACTOR ETF | $1.35万 | 0.00% | 379 | 223 | 142.9% | $7,953 | 加仓 |
| — | GLOBAL X SOCIAL MEDIA ETF | $1.36万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $1.36万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $1.36万 | 0.00% | 787 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $1.36万 | 0.00% | 473 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $1.36万 | 0.00% | 221 | 2 | 0.9% | $123 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER | $1.38万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES U.S. FINANCIALS ETF | $1.39万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE MORTGAGE PLUS BOND FUND | $1.39万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1.40万 | 0.00% | 377 | 377 | — | $1.40万 | 新建仓 |
| DOCS | DOXIMITY INC CL A | $1.40万 | 0.00% | 600 | 600 | — | $1.40万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $1.40万 | 0.00% | 2,786 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $1.40万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC COM | $1.41万 | 0.00% | 106 | -2 | -1.9% | -$267 | 减仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $1.41万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $1.42万 | 0.00% | 336 | 5 | 1.5% | $212 | 加仓 |
| GEM | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | $1.43万 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| — | GDL FD COM SH BEN IT | $1.43万 | 0.00% | 1,717 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $1.43万 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST | $1.43万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND | $1.44万 | 0.00% | 694 | -356 | -33.9% | -$7,366 | 减仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $1.44万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC COM NEW | $1.44万 | 0.00% | 101 | -25 | -19.8% | -$3,575 | 减仓 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $1.45万 | 0.00% | 173 | 173 | — | $1.45万 | 新建仓 |
| — | PGIM S&P 500 BUFFER 20 ETF - DECEMBER | $1.45万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $1.45万 | 0.00% | 124 | 124 | — | $1.45万 | 新建仓 |
| CDE | COEUR MNG INC COM NEW | $1.45万 | 0.00% | 775 | 575 | 287.5% | $1.08万 | 重新持有 |
| RNR | RENAISSANCERE HLDGS LTD COM | $1.46万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $1.46万 | 0.00% | 1,292 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $1.47万 | 0.00% | 1,774 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $1.47万 | 0.00% | 499 | 6 | 1.2% | $177 | 加仓 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $1.47万 | 0.00% | 1,050 | -479 | -31.3% | -$6,725 | 减仓 |
| EME | EMCOR GROUP INC COM | $1.48万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | SB FINL GROUP INC COM | $1.48万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| QSPT | FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER | $1.48万 | 0.00% | 485 | 0 | 0.0% | — | 不变 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED DI COM | $1.49万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $1.49万 | 0.00% | 490 | 2 | 0.4% | $61 | 加仓 |
| — | PACER US EXPORT LEADERS ETF | $1.50万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| MAYW | ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF | $1.50万 | 0.00% | 443 | 0 | 0.0% | — | 不变 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - APRIL | $1.50万 | 0.00% | 624 | 272 | 77.3% | $6,527 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.50万 | 0.00% | 31 | 10 | 47.6% | $4,849 | 加仓 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | $1.51万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $1.51万 | 0.00% | 961 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC SHS | $1.52万 | 0.00% | 381 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $1.52万 | 0.00% | 152 | 26 | 20.6% | $2,598 | 加仓 |
| — | ANFIELD U.S. EQUITY SECTOR ROTATION ETF | $1.52万 | 0.00% | 908 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $1.53万 | 0.00% | 58 | 7 | 13.7% | $1,851 | 加仓 |
| — | POINT BRIDGE AMERICA FIRST ETF | $1.54万 | 0.00% | 288 | 5 | 1.8% | $267 | 加仓 |
| — | ACQUIRERS FUND | $1.54万 | 0.00% | 397 | -865 | -68.5% | -$3.37万 | 减仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $1.56万 | 0.00% | 282 | -25 | -8.1% | -$1,380 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $1.56万 | 0.00% | 277 | 1 | 0.4% | $56 | 加仓 |
| — | FIRST TRUST CONSUMER STAPLES ALPHADEX FUND | $1.56万 | 0.00% | 245 | 1 | 0.4% | $64 | 加仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $1.56万 | 0.00% | 693 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC COM | $1.57万 | 0.00% | 1,053 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $1.57万 | 0.00% | 680 | 66 | 10.7% | $1,527 | 加仓 |
| SF | STIFEL FINL CORP COM | $1.57万 | 0.00% | 213 | -2 | -0.7% | -$111 | 减仓 |
| — | ARROWMARK FINANCIAL CORP COM | $1.58万 | 0.00% | 827 | 827 | — | $1.58万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $1.59万 | 0.00% | 1,000 | -268 | -21.1% | -$4,256 | 减仓 |
| JOET | VIRTUS TERRANOVA US QUALITY MOMENTUM ETF | $1.61万 | 0.00% | 401 | -98 | -19.6% | -$3,927 | 减仓 |
| PGX | INVESCO PREFERRED ETF | $1.61万 | 0.00% | 1,479 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC COM | $1.62万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC COM | $1.64万 | 0.00% | 100 | -4 | -3.8% | -$656 | 减仓 |
| COKE | COCA COLA CONS INC COM | $1.65万 | 0.00% | 86 | 86 | — | $1.65万 | 新建仓 |
| — | COHEN & STEERS CLOSED-END COM | $1.66万 | 0.00% | 1,297 | 0 | 0.0% | — | 不变 |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $1.67万 | 0.00% | 378 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $1.68万 | 0.00% | 179 | 1 | 0.6% | $94 | 加仓 |
| GOVI | INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF | $1.68万 | 0.00% | 616 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC COM | $1.68万 | 0.00% | 832 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC COM | $1.68万 | 0.00% | 429 | 3 | 0.7% | $118 | 加仓 |
| BAX | BAXTER INTL INC COM | $1.70万 | 0.00% | 1,009 | 25 | 2.5% | $420 | 加仓 |
| ESLT | ELBIT SYS LTD ORD | $1.70万 | 0.00% | 20 | -5 | -20.0% | -$4,246 | 减仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $1.70万 | 0.00% | 283 | -122 | -30.1% | -$7,332 | 减仓 |
| DGXX | DIGI PWR X INC COM SUB VTG | $1.71万 | 0.00% | 8,400 | -3,000 | -26.3% | -$6,090 | 减仓 |
| SNA | SNAP ON INC COM | $1.71万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |