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 |
|---|---|---|---|---|---|---|---|---|
| DOCS | DOXIMITY INC CL A | $1.24万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| DEA | EASTERLY GOVT PPTYS INC COM SHS | $1.25万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $1.25万 | 0.00% | 787 | 0 | 0.0% | — | 不变 |
| FLXS | FLEXSTEEL INDS INC COM | $1.25万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| — | HARTFORD EQUITY PREMIUM INCOME ETF | $1.25万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP COM | $1.26万 | 0.00% | 93 | -30 | -24.4% | -$4,051 | 减仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $1.26万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $1.26万 | 0.00% | 952 | 815 | 594.9% | $1.08万 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $1.27万 | 0.00% | 164 | -101 | -38.1% | -$7,826 | 减仓 |
| GGOV | ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF | $1.27万 | 0.00% | 253 | 253 | — | $1.27万 | 新建仓 |
| — | FIRST TRUST GERMANY ALPHADEX FUND | $1.29万 | 0.00% | 203 | 3 | 1.5% | $190 | 加仓 |
| UFEB | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY | $1.29万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $1.30万 | 0.00% | 962 | 1 | 0.1% | $13 | 加仓 |
| RACE | FERRARI N V COM | $1.30万 | 0.00% | 35 | 3 | 9.4% | $1,117 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $1.31万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| TLTE | FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND | $1.32万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| IALT | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | $1.32万 | 0.00% | 472 | 472 | — | $1.32万 | 新建仓 |
| — | FIDELITY INTERNATIONAL MULTIFACTOR ETF | $1.33万 | 0.00% | 375 | -4 | -1.1% | -$142 | 减仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $1.34万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| PHYL | PGIM ACTIVE HIGH YIELD BOND ETF | $1.35万 | 0.00% | 387 | -208 | -35.0% | -$7,255 | 减仓 |
| AYI | ACUITY INC COM | $1.36万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | $1.36万 | 0.00% | 897 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC CL A NEW | $1.36万 | 0.00% | 157 | -722 | -82.1% | -$6.28万 | 减仓 |
| MKL | MARKEL GROUP INC COM | $1.37万 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - OCTOBER | $1.37万 | 0.00% | 492 | -379 | -43.5% | -$1.06万 | 减仓 |
| — | GLOBAL X SOCIAL MEDIA ETF | $1.37万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $1.37万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC CL A | $1.39万 | 0.00% | 30 | 10 | 50.0% | $4,633 | 加仓 |
| — | WISDOMTREE MORTGAGE PLUS BOND FUND | $1.39万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC COM | $1.40万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| IAK | ISHARES U.S. INSURANCE ETF | $1.41万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $1.41万 | 0.00% | 338 | 2 | 0.6% | $83 | 加仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $1.41万 | 0.00% | 407 | -92 | -18.4% | -$3,182 | 减仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $1.41万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF | $1.43万 | 0.00% | 490 | 490 | — | $1.43万 | 新建仓 |
| — | EVENTIDE INTERNATIONAL ETF | $1.44万 | 0.00% | 482 | 350 | 265.2% | $1.04万 | 加仓 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $1.44万 | 0.00% | 157 | 1 | 0.6% | $91 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $1.44万 | 0.00% | 122 | 122 | — | $1.44万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $1.44万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF - APRIL | $1.44万 | 0.00% | 521 | 521 | — | $1.44万 | 新建仓 |
| — | FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND | $1.44万 | 0.00% | 700 | 6 | 0.9% | $124 | 加仓 |
| — | SCILEX HOLDING CO COM NEW | $1.45万 | 0.00% | 1,853 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $1.45万 | 0.00% | 393 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST LUNT U.S. FACTOR ROTATION ETF | $1.45万 | 0.00% | 356 | 356 | — | $1.45万 | 新建仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $1.45万 | 0.00% | 724 | -458 | -38.7% | -$9,187 | 减仓 |
| — | FIDELITY BLUE CHIP VALUE ETF | $1.45万 | 0.00% | 365 | 1 | 0.3% | $40 | 加仓 |
| — | GDL FD COM SH BEN IT | $1.45万 | 0.00% | 1,717 | 0 | 0.0% | — | 不变 |
| — | PACER AMERICAN ENERGY INFRASTRUCTURE ETF | $1.46万 | 0.00% | 320 | 200 | 166.7% | $9,099 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC COM | $1.46万 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI IRELAND ETF | $1.47万 | 0.00% | 188 | -436 | -69.9% | -$3.41万 | 减仓 |
| — | FIRST TRUST WCM DEVELOPING WORLD EQUITY ETF | $1.47万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $1.47万 | 0.00% | 245 | 134 | 120.7% | $8,057 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $1.47万 | 0.00% | 624 | 25 | 4.2% | $591 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1.48万 | 0.00% | 410 | 33 | 8.8% | $1,188 | 加仓 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST | $1.48万 | 0.00% | 583 | -2,160 | -78.7% | -$5.48万 | 减仓 |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | $1.48万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $1.48万 | 0.00% | 55 | 2 | 3.8% | $539 | 加仓 |
| SF | STIFEL FINL CORP COM | $1.49万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| — | PACER LUNT LARGE CAP ALTERNATOR ETF | $1.49万 | 0.00% | 290 | 290 | — | $1.49万 | 新建仓 |
| — | PACER TRENDPILOT US BOND ETF | $1.51万 | 0.00% | 786 | -283,989 | -99.7% | -$544.17万 | 减仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST | $1.51万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $1.51万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $1.51万 | 0.00% | 200 | -53 | -20.9% | -$4,014 | 减仓 |
| ESLT | ELBIT SYS LTD ORD | $1.52万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK BDC INCOME ETF | $1.52万 | 0.00% | 1,200 | -219 | -15.4% | -$2,773 | 减仓 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $1.52万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $1.52万 | 0.00% | 960 | 74 | 8.4% | $1,175 | 加仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED DI COM | $1.53万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES DOW JONES U.S. ETF | $1.53万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $1.54万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC COM | $1.54万 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| — | PGIM S&P 500 BUFFER 20 ETF - DECEMBER | $1.55万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD COM | $1.55万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| — | ACQUIRERS FUND | $1.55万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC COM | $1.56万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP COM | $1.56万 | 0.00% | 265 | 63 | 31.2% | $3,716 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $1.57万 | 0.00% | 368 | 16 | 4.5% | $683 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLOGY SHS | $1.59万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $1.59万 | 0.00% | 154 | 2 | 1.3% | $206 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $1.60万 | 0.00% | 95 | 37 | 63.8% | $6,232 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $1.60万 | 0.00% | 250 | -14 | -5.3% | -$897 | 减仓 |
| ABNB | AIRBNB INC COM CL A | $1.60万 | 0.00% | 112 | 7 | 6.7% | $1,002 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $1.60万 | 0.00% | 1,479 | 0 | 0.0% | — | 不变 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $1.60万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| PALC | PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF | $1.60万 | 0.00% | 268 | 268 | — | $1.60万 | 新建仓 |
| PHM | PULTE GROUP INC COM | $1.61万 | 0.00% | 117 | -41 | -25.9% | -$5,626 | 减仓 |
| — | TIGO ENERGY INC COM | $1.61万 | 0.00% | 6,906 | 6,906 | — | $1.61万 | 新建仓 |
| — | POINT BRIDGE AMERICA FIRST ETF | $1.61万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $1.62万 | 0.00% | 2,786 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $1.64万 | 0.00% | 2,135 | 2,000 | 1,481.5% | $1.54万 | 加仓 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - MAY | $1.64万 | 0.00% | 620 | 620 | — | $1.64万 | 新建仓 |
| LIVN | LIVANOVA PLC SHS | $1.64万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ADX | ADAMS DIVERSIFIED EQUITY FD COM | $1.65万 | 0.00% | 645 | 642 | 21,400.0% | $1.64万 | 加仓 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | $1.65万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $1.65万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST BLOOMBERG EMERGING MARKET DEMOCRACIES ETF | $1.66万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC COM | $1.66万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MZTI | MARZETTI COMPANY COM | $1.67万 | 0.00% | 146 | -41 | -21.9% | -$4,677 | 减仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JUNE | $1.67万 | 0.00% | 604 | -688 | -53.3% | -$1.90万 | 减仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $1.67万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |