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 |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP COM | $2.44万 | 0.00% | 85 | -2,433 | -96.6% | -$69.83万 | 减仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $2.44万 | 0.00% | 267 | -319 | -54.4% | -$2.92万 | 减仓 |
| CIEN | CIENA CORP COM NEW | $2.45万 | 0.00% | 63 | 63 | — | $2.45万 | 新建仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $2.45万 | 0.00% | 1,182 | 431 | 57.4% | $8,922 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $2.45万 | 0.00% | 909 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER | $2.46万 | 0.00% | 925 | 925 | — | $2.46万 | 新建仓 |
| SHEL | SHELL PLC SPON ADS | $2.46万 | 0.00% | 265 | 102 | 62.6% | $9,472 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $2.46万 | 0.00% | 252 | -1 | -0.4% | -$98 | 减仓 |
| BJUL | INNOVATOR U.S. EQUITY BUFFER ETF - JULY | $2.48万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $2.49万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC COM | $2.49万 | 0.00% | 73 | -6 | -7.6% | -$2,050 | 减仓 |
| FNOV | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | $2.50万 | 0.00% | 468 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC COM | $2.50万 | 0.00% | 252 | 82 | 48.2% | $8,151 | 加仓 |
| — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER | $2.51万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | $2.51万 | 0.00% | 829 | 10 | 1.2% | $303 | 加仓 |
| PTF | INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF | $2.51万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| FRME | FIRST MERCHANTS CORP COM | $2.52万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD COM | $2.54万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $2.56万 | 0.00% | 502 | 161 | 47.2% | $8,202 | 加仓 |
| DTE | DTE ENERGY CO COM | $2.56万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $2.56万 | 0.00% | 245 | 155 | 172.2% | $1.62万 | 加仓 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $2.57万 | 0.00% | 500 | 1 | 0.2% | $51 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD ORD | $2.58万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| MZTI | MARZETTI COMPANY COM | $2.58万 | 0.00% | 187 | -130 | -41.0% | -$1.80万 | 减仓 |
| — | TIGO ENERGY INC COM | $2.60万 | 0.00% | 6,906 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $2.60万 | 0.00% | 1,819 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $2.60万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| IJUL | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY | $2.60万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| BMAR | INNOVATOR U.S. EQUITY BUFFER ETF - MARCH | $2.62万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| INOD | INNODATA INC COM NEW | $2.63万 | 0.00% | 680 | -150 | -18.1% | -$5,793 | 减仓 |
| ARCC | ARES CAPITAL CORP COM | $2.63万 | 0.00% | 1,457 | 1,109 | 318.7% | $2.00万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $2.65万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $2.65万 | 0.00% | 116 | 1 | 0.9% | $228 | 加仓 |
| NUEM | NUVEEN ESG EMERGING MARKETS EQUITY ETF | $2.65万 | 0.00% | 722 | -3 | -0.4% | -$110 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $2.66万 | 0.00% | 154 | -9 | -5.5% | -$1,553 | 减仓 |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE ETF | $2.67万 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | $2.67万 | 0.00% | 994 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | $2.68万 | 0.00% | 1,017 | 312 | 44.3% | $8,208 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $2.68万 | 0.00% | 157 | -2 | -1.3% | -$341 | 减仓 |
| LKQ | LKQ CORP COM | $2.69万 | 0.00% | 915 | -457 | -33.3% | -$1.34万 | 减仓 |
| XYL | XYLEM INC COM | $2.69万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $2.70万 | 0.00% | 86 | 43 | 100.0% | $1.35万 | 加仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $2.70万 | 0.00% | 290 | 6 | 2.1% | $559 | 加仓 |
| ENPH | ENPHASE ENERGY INC COM | $2.71万 | 0.00% | 717 | 0 | 0.0% | — | 不变 |
| TLTD | FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND | $2.73万 | 0.00% | 290 | 229 | 375.4% | $2.15万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC COM | $2.73万 | 0.00% | 677 | 5 | 0.7% | $201 | 加仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $2.77万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BWZ | SPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF | $2.77万 | 0.00% | 1,031 | 4 | 0.4% | $108 | 加仓 |
| AWR | AMER STATES WTR CO COM | $2.78万 | 0.00% | 368 | -250 | -40.5% | -$1.89万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $2.81万 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES | $2.82万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $2.83万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF | $2.85万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP COM | $2.86万 | 0.00% | 10,940 | 540 | 5.2% | $1,409 | 加仓 |
| NXTG | FIRST TRUST INDXX NEXTG ETF | $2.86万 | 0.00% | 255 | 2 | 0.8% | $224 | 加仓 |
| BBWI | BATH & BODY WORKS INC COM | $2.87万 | 0.00% | 1,540 | 15 | 1.0% | $280 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $2.88万 | 0.00% | 216 | -1 | -0.5% | -$133 | 减仓 |
| COHR | COHERENT CORP COM | $2.88万 | 0.00% | 121 | 65 | 116.1% | $1.55万 | 加仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $2.89万 | 0.00% | 543 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TRUST WATER ETF | $2.89万 | 0.00% | 281 | 281 | — | $2.89万 | 新建仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $2.91万 | 0.00% | 586 | -108 | -15.6% | -$5,356 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $2.91万 | 0.00% | 85 | -3 | -3.4% | -$1,027 | 减仓 |
| FAN | FIRST TRUST GLOBAL WIND ENERGY ETF | $2.92万 | 0.00% | 1,180 | 1,180 | — | $2.92万 | 新建仓 |
| CBRE | CBRE GROUP INC CL A | $2.94万 | 0.00% | 217 | -84 | -27.9% | -$1.14万 | 减仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $2.94万 | 0.00% | 246 | -73 | -22.9% | -$8,724 | 减仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF- JUNE | $2.94万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $2.94万 | 0.00% | 82 | 36 | 78.3% | $1.29万 | 加仓 |
| TR | TOOTSIE ROLL INDS INC COM | $2.96万 | 0.00% | 692 | -600 | -46.4% | -$2.56万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $2.96万 | 0.00% | 191 | 15 | 8.5% | $2,327 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $2.98万 | 0.00% | 170 | 170 | — | $2.98万 | 新建仓 |
| DFEB | FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | $2.98万 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $2.99万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $3.00万 | 0.00% | 528 | 300 | 131.6% | $1.70万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $3.01万 | 0.00% | 120 | 120 | — | $3.01万 | 新建仓 |
| FEBW | ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF | $3.01万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY | $3.01万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO COM NEW | $3.02万 | 0.00% | 313 | -3 | -0.9% | -$290 | 减仓 |
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $3.04万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X MILLENNIAL CONSUMER ETF | $3.06万 | 0.00% | 753 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC COM | $3.08万 | 0.00% | 218 | -19 | -8.0% | -$2,681 | 减仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $3.11万 | 0.00% | 142 | 142 | — | $3.11万 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $3.12万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $3.13万 | 0.00% | 183 | 56 | 44.1% | $9,588 | 加仓 |
| BMAY | INNOVATOR U.S. EQUITY BUFFER ETF - MAY | $3.14万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| SJNK | SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF | $3.15万 | 0.00% | 1,259 | -502 | -28.5% | -$1.25万 | 减仓 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $3.15万 | 0.00% | 477 | 0 | 0.0% | — | 不变 |
| JSML | JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF | $3.15万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $3.16万 | 0.00% | 2,218 | 558 | 33.6% | $7,952 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $3.19万 | 0.00% | 452 | 452 | — | $3.19万 | 新建仓 |
| HUBB | HUBBELL INC COM | $3.19万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| RSPF | INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF | $3.23万 | 0.00% | 452 | 452 | — | $3.23万 | 新建仓 |
| — | ISHARES FLOATING RATE LOAN ACTIVE ETF | $3.26万 | 0.00% | 642 | 642 | — | $3.26万 | 新建仓 |
| — | GABELLI HEALTHCARE & WELLNESS SHS | $3.27万 | 0.00% | 3,618 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $3.28万 | 0.00% | 759 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $3.28万 | 0.00% | 724 | 205 | 39.5% | $9,283 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $3.29万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $3.29万 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| — | SKYWATER TECHNOLOGY INC COM | $3.29万 | 0.00% | 1,200 | -500 | -29.4% | -$1.37万 | 减仓 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $3.30万 | 0.00% | 707 | 0 | 0.0% | — | 不变 |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $3.32万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |