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 |
|---|---|---|---|---|---|---|---|---|
| GOVI | INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF | $1.67万 | 0.00% | 616 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $1.68万 | 0.00% | 109 | -74 | -40.4% | -$1.14万 | 减仓 |
| MOD | MODINE MFG CO COM | $1.68万 | 0.00% | 63 | 6 | 10.5% | $1,602 | 加仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE | $1.69万 | 0.00% | 632 | -95 | -13.1% | -$2,546 | 减仓 |
| MARA | MARA HOLDINGS INC COM | $1.71万 | 0.00% | 1,230 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP COM | $1.71万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | $1.72万 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| MSLC | MORGAN STANLEY PATHWAY LARGE CAP EQUITY ETF | $1.73万 | 0.00% | 294 | 294 | — | $1.73万 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $1.74万 | 0.00% | 491 | 1 | 0.2% | $35 | 加仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC COM | $1.74万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $1.75万 | 0.00% | 378 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $1.75万 | 0.00% | 28 | -1 | -3.4% | -$624 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC COM | $1.76万 | 0.00% | 1,053 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC SHS | $1.76万 | 0.00% | 381 | 0 | 0.0% | — | 不变 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - APRIL | $1.77万 | 0.00% | 711 | 87 | 13.9% | $2,167 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $1.77万 | 0.00% | 891 | -333 | -27.2% | -$6,623 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $1.77万 | 0.00% | 982 | 965 | 5,676.5% | $1.74万 | 加仓 |
| — | SB FINL GROUP INC COM | $1.78万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $1.78万 | 0.00% | 1,292 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $1.79万 | 0.00% | 343 | 23 | 7.2% | $1,199 | 加仓 |
| IT | GARTNER INC COM | $1.79万 | 0.00% | 138 | -14 | -9.2% | -$1,815 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $1.79万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $1.79万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC SPONSORED ADR | $1.79万 | 0.00% | 189 | 102 | 117.2% | $9,683 | 加仓 |
| — | COHEN & STEERS CLOSED-END COM | $1.80万 | 0.00% | 1,297 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION COM | $1.82万 | 0.00% | 558 | -7 | -1.2% | -$228 | 减仓 |
| — | WESTERN ASSET INVESTMENT GRADE COM | $1.82万 | 0.00% | 1,501 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC CL A | $1.82万 | 0.00% | 927 | -2,050 | -68.9% | -$4.03万 | 减仓 |
| COKE | COCA COLA CONS INC COM | $1.83万 | 0.00% | 96 | 10 | 11.6% | $1,909 | 加仓 |
| LEMB | ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF | $1.83万 | 0.00% | 432 | 432 | — | $1.83万 | 新建仓 |
| L | LOEWS CORP COM | $1.83万 | 0.00% | 162 | -57 | -26.0% | -$6,453 | 减仓 |
| HLN | HALEON PLC SPON ADS | $1.84万 | 0.00% | 1,968 | 981 | 99.4% | $9,153 | 加仓 |
| MET | METLIFE INC COM | $1.84万 | 0.00% | 217 | 37 | 20.6% | $3,135 | 加仓 |
| VALE | VALE S A SPONSORED ADS | $1.84万 | 0.00% | 1,225 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $1.85万 | 0.00% | 797 | 117 | 17.2% | $2,709 | 加仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $1.85万 | 0.00% | 2,074 | 300 | 16.9% | $2,676 | 加仓 |
| CPRT | COPART INC COM | $1.85万 | 0.00% | 657 | 30 | 4.8% | $846 | 加仓 |
| CLH | CLEAN HARBORS INC COM | $1.85万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| JOET | VIRTUS TERRANOVA US QUALITY MOMENTUM ETF | $1.86万 | 0.00% | 401 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | $1.86万 | 0.00% | 428 | 200 | 87.7% | $8,690 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $1.87万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC COM | $1.87万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| UTES | VIRTUS REAVES UTILITIES ETF | $1.87万 | 0.00% | 229 | 108 | 89.3% | $8,823 | 加仓 |
| EOG | EOG RES INC COM | $1.88万 | 0.00% | 145 | -22 | -13.2% | -$2,854 | 减仓 |
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $1.88万 | 0.00% | 577 | 5 | 0.9% | $163 | 加仓 |
| SPTB | STATE STREET SPDR PORTFOLIO TREASURY ETF | $1.88万 | 0.00% | 626 | 6 | 1.0% | $180 | 加仓 |
| — | ANFIELD U.S. EQUITY SECTOR ROTATION ETF | $1.88万 | 0.00% | 908 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC CL A | $1.89万 | 0.00% | 445 | 197 | 79.4% | $8,350 | 加仓 |
| SNA | SNAP ON INC COM | $1.89万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC COM | $1.89万 | 0.00% | 134 | -127 | -48.7% | -$1.79万 | 减仓 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $1.89万 | 0.00% | 277 | -6 | -2.1% | -$410 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $1.91万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR PREMIUM INCOME 30 BARRIER ETF - OCTOBER | $1.91万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - OCTOBER | $1.92万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $1.93万 | 0.00% | 1,000 | -50 | -4.8% | -$966 | 减仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - MARCH | $1.93万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | PACER US EXPORT LEADERS ETF | $1.93万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $1.94万 | 0.00% | 149 | -13 | -8.0% | -$1,693 | 减仓 |
| KSTR | KRANESHARES SSE STAR MARKET 50 INDEX ETF | $1.94万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| ANF | ABERCROMBIE & FITCH CO CL A | $1.94万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $1.95万 | 0.00% | 1,611 | 0 | 0.0% | — | 不变 |
| FLNG | FLEX LNG LTD SHS | $1.96万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| GNOV | FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER | $1.97万 | 0.00% | 472 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC COM | $1.99万 | 0.00% | 432 | 3 | 0.7% | $138 | 加仓 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $1.99万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $1.99万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $2.00万 | 0.00% | 1,268 | -950 | -42.8% | -$1.50万 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $2.00万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MAY | $2.00万 | 0.00% | 527 | 527 | — | $2.00万 | 新建仓 |
| YUM | YUM BRANDS INC COM | $2.01万 | 0.00% | 126 | 11 | 9.6% | $1,755 | 加仓 |
| GTO | INVESCO TOTAL RETURN BOND ETF | $2.02万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | $2.02万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $2.03万 | 0.00% | 213 | -76 | -26.3% | -$7,227 | 减仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $2.03万 | 0.00% | 292 | 10 | 3.5% | $694 | 加仓 |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $2.03万 | 0.00% | 373 | 373 | — | $2.03万 | 新建仓 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $2.03万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.04万 | 0.00% | 278 | 1 | 0.4% | $73 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $2.06万 | 0.00% | 47 | 40 | 571.4% | $1.75万 | 加仓 |
| SMR | NUSCALE PWR CORP CL A COM | $2.07万 | 0.00% | 2,060 | 1,000 | 94.3% | $1.00万 | 加仓 |
| ALCO | ALICO INC COM | $2.07万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $2.08万 | 0.00% | 125 | 110 | 733.3% | $1.83万 | 加仓 |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $2.09万 | 0.00% | 688 | 137 | 24.9% | $4,161 | 加仓 |
| BAX | BAXTER INTL INC COM | $2.10万 | 0.00% | 984 | -25 | -2.5% | -$533 | 减仓 |
| CDE | COEUR MNG INC COM NEW | $2.11万 | 0.00% | 1,290 | 515 | 66.5% | $8,406 | 加仓 |
| NTR | NUTRIEN LTD COM | $2.12万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP COM CL A | $2.12万 | 0.00% | 70 | 20 | 40.0% | $6,054 | 加仓 |
| BOCT | INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | $2.12万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC COM | $2.12万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| BAUG | INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | $2.14万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC COM | $2.15万 | 0.00% | 94 | -12 | -11.3% | -$2,744 | 减仓 |
| MLI | MUELLER INDS INC COM | $2.15万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - DECEMBER | $2.15万 | 0.00% | 807 | -2,239 | -73.5% | -$5.98万 | 减仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $2.16万 | 0.00% | 400 | 400 | — | $2.16万 | 新建仓 |
| DG | DOLLAR GEN CORP | $2.16万 | 0.00% | 188 | 39 | 26.2% | $4,489 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $2.17万 | 0.00% | 161 | -56 | -25.8% | -$7,543 | 减仓 |
| — | FT VEST U.S. EQUITY QUARTERLY DYNAMIC BUFFER ETF | $2.17万 | 0.00% | 600 | 500 | 500.0% | $1.81万 | 加仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - FEBRUARY | $2.19万 | 0.00% | 834 | 0 | 0.0% | — | 不变 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $2.19万 | 0.00% | 35 | -5 | -12.5% | -$3,129 | 减仓 |
| SRE | SEMPRA COM | $2.20万 | 0.00% | 237 | 165 | 229.2% | $1.53万 | 加仓 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY | $2.22万 | 0.00% | 887 | 19 | 2.2% | $476 | 加仓 |