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 |
|---|---|---|---|---|---|---|---|---|
| TOPT | ISHARES TOP 20 U.S. STOCKS ETF | $1.71万 | 0.00% | 597 | 597 | — | $1.71万 | 新建仓 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $1.72万 | 0.00% | 211 | 18 | 9.3% | $1,467 | 加仓 |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $1.72万 | 0.00% | 117 | 6 | 5.4% | $883 | 加仓 |
| — | LUCID DIAGNOSTICS INC COM | $1.73万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - MARCH | $1.76万 | 0.00% | 600 | 600 | — | $1.76万 | 新建仓 |
| DG | DOLLAR GEN CORP | $1.77万 | 0.00% | 149 | 9 | 6.4% | $1,069 | 加仓 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $1.77万 | 0.00% | 145 | 9 | 6.6% | $1,099 | 加仓 |
| XPO | XPO INC COM | $1.77万 | 0.00% | 91 | 7 | 8.3% | $1,362 | 加仓 |
| CLH | CLEAN HARBORS INC COM | $1.78万 | 0.00% | 62 | 4 | 6.9% | $1,147 | 加仓 |
| YUM | YUM BRANDS INC COM | $1.80万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| GIGB | GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF | $1.80万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET INVESTMENT GRADE COM | $1.82万 | 0.00% | 1,501 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK BDC INCOME ETF | $1.82万 | 0.00% | 1,419 | 219 | 18.2% | $2,803 | 加仓 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $1.83万 | 0.00% | 260 | -200 | -43.5% | -$1.40万 | 减仓 |
| USFD | US FOODS HLDG CORP COM | $1.83万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $1.83万 | 0.00% | 283 | 205 | 262.8% | $1.32万 | 加仓 |
| GNOV | FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER | $1.84万 | 0.00% | 472 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $1.85万 | 0.00% | 1,611 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC COM | $1.86万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $1.86万 | 0.00% | 256 | 92 | 56.1% | $6,682 | 加仓 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $1.86万 | 0.00% | 192 | 192 | — | $1.86万 | 新建仓 |
| DDOG | DATADOG INC CL A COM | $1.87万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE | $1.87万 | 0.00% | 727 | -4,501 | -86.1% | -$11.59万 | 减仓 |
| SPTB | STATE STREET SPDR PORTFOLIO TREASURY ETF | $1.88万 | 0.00% | 620 | -1,746 | -73.8% | -$5.28万 | 减仓 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - OCTOBER | $1.88万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $1.88万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $1.88万 | 0.00% | 264 | -232 | -46.8% | -$1.65万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $1.88万 | 0.00% | 89 | -1 | -1.1% | -$212 | 减仓 |
| — | BONDBLOXX USD HIGH YIELD BOND ENERGY SECTOR ETF | $1.89万 | 0.00% | 483 | -20 | -4.0% | -$781 | 减仓 |
| — | INNOVATOR PREMIUM INCOME 30 BARRIER ETF - OCTOBER | $1.89万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $1.90万 | 0.00% | 11 | 7 | 175.0% | $1.21万 | 加仓 |
| BOCT | INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | $1.92万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $1.92万 | 0.00% | 572 | 3 | 0.5% | $101 | 加仓 |
| MLI | MUELLER INDS INC COM | $1.94万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $1.95万 | 0.00% | 144 | 33 | 29.7% | $4,463 | 加仓 |
| VALE | VALE S A SPONSORED ADS | $1.95万 | 0.00% | 1,225 | 0 | 0.0% | — | 不变 |
| BAUG | INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | $1.95万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $1.97万 | 0.00% | 162 | 11 | 7.3% | $1,336 | 加仓 |
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | $1.97万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ANF | ABERCROMBIE & FITCH CO CL A | $1.97万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $1.97万 | 0.00% | 500 | 500 | — | $1.97万 | 新建仓 |
| GTO | INVESCO TOTAL RETURN BOND ETF | $2.01万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC COM | $2.02万 | 0.00% | 1,400 | -210 | -13.0% | -$3,030 | 减仓 |
| BCS | BARCLAYS PLC ADR | $2.03万 | 0.00% | 959 | 411 | 75.0% | $8,697 | 加仓 |
| GLXY | GALAXY DIGITAL INC. CL A | $2.03万 | 0.00% | 1,100 | -2,150 | -66.2% | -$3.97万 | 减仓 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY | $2.03万 | 0.00% | 868 | -9,696 | -91.8% | -$22.69万 | 减仓 |
| — | AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF | $2.05万 | 0.00% | 355 | 3 | 0.9% | $173 | 加仓 |
| CCI | CROWN CASTLE INC COM | $2.06万 | 0.00% | 253 | 48 | 23.4% | $3,903 | 加仓 |
| DNP | DNP SELECT INCOME FD INC COM | $2.06万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC CLASS A COM | $2.06万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| PHYL | PGIM ACTIVE HIGH YIELD BOND ETF | $2.06万 | 0.00% | 595 | -942 | -61.3% | -$3.26万 | 减仓 |
| ALCO | ALICO INC COM | $2.06万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED FEB ETF | $2.07万 | 0.00% | 766 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $2.08万 | 0.00% | 1,224 | 333 | 37.4% | $5,651 | 加仓 |
| HLIO | HELIOS TECHNOLOGIES INC COM | $2.08万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| FLNG | FLEX LNG LTD SHS | $2.08万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC COM | $2.08万 | 0.00% | 627 | 0 | 0.0% | — | 不变 |
| DOL | WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND | $2.11万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC SHS | $2.12万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | $2.12万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $2.12万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $2.12万 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $2.12万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - FEBRUARY | $2.13万 | 0.00% | 834 | 70 | 9.2% | $1,791 | 加仓 |
| BTO | HANCOCK JOHN FINL OPPTYS SH BEN INT NEW | $2.15万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $2.16万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM | $2.16万 | 0.00% | 254 | -56 | -18.1% | -$4,754 | 减仓 |
| SNOW | SNOWFLAKE INC COM SHS | $2.16万 | 0.00% | 143 | -1 | -0.7% | -$151 | 减仓 |
| SCNM | STERLING CAPITAL NATIONAL MUNICIPAL BOND ETF | $2.16万 | 0.00% | 868 | 868 | — | $2.16万 | 新建仓 |
| — | CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - SEPTEMBER | $2.20万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP COM | $2.21万 | 0.00% | 123 | -12 | -8.9% | -$2,154 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $2.21万 | 0.00% | 352 | -15 | -4.1% | -$941 | 减仓 |
| — | FIRST TRUST INDXX CRITICAL METALS ETF | $2.21万 | 0.00% | 660 | 660 | — | $2.21万 | 新建仓 |
| — | GLOBAL X FINTECH ETF | $2.21万 | 0.00% | 957 | 24 | 2.6% | $554 | 加仓 |
| BIDU | BAIDU INC SPON ADR REP A | $2.23万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW COM | $2.23万 | 0.00% | 854 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $2.24万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| LKFN | LAKELAND FINL CORP COM | $2.25万 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $2.25万 | 0.00% | 81 | -10 | -11.0% | -$2,779 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $2.26万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $2.27万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $2.28万 | 0.00% | 432 | 102 | 30.9% | $5,391 | 加仓 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $2.30万 | 0.00% | 266 | 1 | 0.4% | $87 | 加仓 |
| FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $2.32万 | 0.00% | 726 | 568 | 359.5% | $1.81万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC COM | $2.32万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CL A | $2.32万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $2.33万 | 0.00% | 276 | -158 | -36.4% | -$1.33万 | 减仓 |
| L | LOEWS CORP COM | $2.34万 | 0.00% | 219 | -19 | -8.0% | -$2,028 | 减仓 |
| AEE | AMEREN CORP COM | $2.34万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - OCTOBER | $2.35万 | 0.00% | 871 | 33 | 3.9% | $891 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW COM SHS | $2.37万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP CL A | $2.38万 | 0.00% | 1,032 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $2.38万 | 0.00% | 289 | 76 | 35.7% | $6,269 | 加仓 |
| — | WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND | $2.39万 | 0.00% | 549 | -355 | -39.3% | -$1.54万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC COM | $2.39万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION COM | $2.40万 | 0.00% | 565 | -255 | -31.1% | -$1.08万 | 减仓 |
| IT | GARTNER INC COM | $2.41万 | 0.00% | 152 | 2 | 1.3% | $317 | 加仓 |
| EOG | EOG RES INC COM | $2.41万 | 0.00% | 167 | 9 | 5.7% | $1,301 | 加仓 |
| BPOP | POPULAR INC COM NEW | $2.42万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $2.42万 | 0.00% | 645 | -50 | -7.2% | -$1,880 | 减仓 |