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 |
|---|---|---|---|---|---|---|---|---|
| VRSK | VERISK ANALYTICS INC COM | $3.34万 | 0.00% | 176 | -7 | -3.8% | -$1,328 | 减仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $3.34万 | 0.00% | 291 | 90 | 44.8% | $1.03万 | 加仓 |
| DDEC | FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER | $3.34万 | 0.00% | 755 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $3.34万 | 0.00% | 803 | 2 | 0.2% | $83 | 加仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $3.36万 | 0.00% | 1,339 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC COM | $3.36万 | 0.00% | 735 | -15 | -2.0% | -$687 | 减仓 |
| ENTG | ENTEGRIS INC COM | $3.36万 | 0.00% | 287 | 11 | 4.0% | $1,290 | 加仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $3.37万 | 0.00% | 237 | 136 | 134.7% | $1.94万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $3.39万 | 0.00% | 166 | -9 | -5.1% | -$1,840 | 减仓 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - NOVEMBER | $3.43万 | 0.00% | 1,505 | 0 | 0.0% | — | 不变 |
| BHK | BLACKROCK CORE BD TR SHS BEN INT | $3.44万 | 0.00% | 3,751 | 0 | 0.0% | — | 不变 |
| — | INSPIRE CAPITAL APPRECIATION ETF | $3.46万 | 0.00% | 1,205 | -131,017 | -99.1% | -$375.93万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $3.47万 | 0.00% | 657 | -5 | -0.8% | -$264 | 减仓 |
| EOI | EATON VANCE ENHANCED EQUITY COM | $3.48万 | 0.00% | 1,852 | 0 | 0.0% | — | 不变 |
| — | STRIVE U.S. ENERGY ETF | $3.48万 | 0.00% | 882 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $3.50万 | 0.00% | 257 | 128 | 99.2% | $1.74万 | 加仓 |
| FRPH | FRP HLDGS INC COM | $3.50万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| SLNZ | TCW SENIOR LOAN ETF | $3.50万 | 0.00% | 774 | 655 | 550.4% | $2.96万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $3.51万 | 0.00% | 3,949 | 0 | 0.0% | — | 不变 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JUNE | $3.51万 | 0.00% | 1,292 | 415 | 47.3% | $1.13万 | 加仓 |
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $3.51万 | 0.00% | 696 | 4 | 0.6% | $202 | 加仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $3.52万 | 0.00% | 706 | -3 | -0.4% | -$149 | 减仓 |
| — | PIMCO BROAD U.S. TIPS INDEX ETF | $3.52万 | 0.00% | 662 | 2 | 0.3% | $106 | 加仓 |
| TBUX | T. ROWE PRICE ULTRA SHORT-TERM BOND ETF | $3.56万 | 0.00% | 716 | 552 | 336.6% | $2.74万 | 加仓 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $3.57万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| BUFB | INNOVATOR LADDERED ALLOCATION BUFFER ETF | $3.59万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $3.59万 | 0.00% | 939 | 0 | 0.0% | — | 不变 |
| FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | $3.60万 | 0.00% | 1,715 | 1,672 | 3,888.4% | $3.50万 | 加仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $3.60万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $3.60万 | 0.00% | 484 | 41 | 9.3% | $3,051 | 加仓 |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETF | $3.61万 | 0.00% | 626 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP COM | $3.62万 | 0.00% | 1,611 | -5 | -0.3% | -$112 | 减仓 |
| ZS | ZSCALER INC COM | $3.66万 | 0.00% | 261 | -1 | -0.4% | -$140 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $3.67万 | 0.00% | 445 | 445 | — | $3.67万 | 新建仓 |
| EZM | WISDOMTREE U.S. MIDCAP FUND | $3.68万 | 0.00% | 547 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $3.68万 | 0.00% | 477 | 0 | 0.0% | — | 不变 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $3.69万 | 0.00% | 1,100 | -1,184 | -51.8% | -$3.97万 | 减仓 |
| — | CREXENDO INC COM | $3.70万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $3.71万 | 0.00% | 236 | 5 | 2.2% | $786 | 加仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $3.73万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $3.74万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $3.75万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF | $3.77万 | 0.00% | 1,992 | -176 | -8.1% | -$3,330 | 减仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - MARCH | $3.78万 | 0.00% | 1,494 | 384 | 34.6% | $9,704 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $3.79万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $3.79万 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - NOVEMBER | $3.79万 | 0.00% | 1,416 | 401 | 39.5% | $1.07万 | 加仓 |
| — | FIRST TRUST ACTIVE FACTOR SMALL CAP ETF | $3.79万 | 0.00% | 1,154 | -15,757 | -93.2% | -$51.77万 | 减仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $3.79万 | 0.00% | 756 | 0 | 0.0% | — | 不变 |
| YYY | AMPLIFY CEF HIGH INCOME ETF | $3.80万 | 0.00% | 3,449 | 56 | 1.7% | $618 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF | $3.81万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | $3.81万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC COM SHS | $3.87万 | 0.00% | 133 | -5 | -3.6% | -$1,455 | 减仓 |
| FLR | FLUOR CORP COM | $3.87万 | 0.00% | 830 | -60 | -6.7% | -$2,799 | 减仓 |
| VRRM | VERRA MOBILITY CORP CL A COM STK | $3.88万 | 0.00% | 2,718 | 1,679 | 161.6% | $2.40万 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV SHS | $3.89万 | 0.00% | 1,475 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP COM | $3.90万 | 0.00% | 588 | -459 | -43.8% | -$3.04万 | 减仓 |
| FTV | FORTIVE CORP COM | $3.90万 | 0.00% | 706 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $3.90万 | 0.00% | 338 | 9 | 2.7% | $1,040 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $3.91万 | 0.00% | 197 | 2 | 1.0% | $396 | 加仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $3.91万 | 0.00% | 518 | -9 | -1.7% | -$680 | 减仓 |
| CTVA | CORTEVA INC COM | $3.92万 | 0.00% | 468 | 1 | 0.2% | $84 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $3.92万 | 0.00% | 120 | -13 | -9.8% | -$4,248 | 减仓 |
| SPGP | INVESCO S&P 500 GARP ETF | $3.92万 | 0.00% | 365 | -11 | -2.9% | -$1,182 | 减仓 |
| DSEP | FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER | $3.93万 | 0.00% | 894 | 0 | 0.0% | — | 不变 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $3.95万 | 0.00% | 599 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $3.96万 | 0.00% | 1,018 | 1,018 | — | $3.96万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $3.98万 | 0.00% | 265 | -5 | -1.9% | -$750 | 减仓 |
| MKSI | MKS INC. COM | $3.98万 | 0.00% | 173 | 55 | 46.6% | $1.27万 | 加仓 |
| CSHI | NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF | $3.98万 | 0.00% | 800 | 200 | 33.3% | $9,956 | 加仓 |
| — | INVESCO BIOTECHNOLOGY & GENOME ETF | $3.98万 | 0.00% | 503 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $4.00万 | 0.00% | 398 | 4 | 1.0% | $402 | 加仓 |
| DHR | DANAHER CORP DEL COM | $4.00万 | 0.00% | 211 | 122 | 137.1% | $2.31万 | 加仓 |
| SPBO | STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | $4.01万 | 0.00% | 1,381 | -93 | -6.3% | -$2,699 | 减仓 |
| USO | UNITED STATES OIL FUND LP | $4.01万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | $4.02万 | 0.00% | 1,435 | -211 | -12.8% | -$5,908 | 减仓 |
| KVUE | KENVUE INC COM | $4.02万 | 0.00% | 2,331 | -814 | -25.9% | -$1.40万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $4.02万 | 0.00% | 843 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $4.04万 | 0.00% | 239 | -415 | -63.5% | -$7.01万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 MAR ETF | $4.09万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| GSM | FERROGLOBE PLC SHS | $4.12万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| QLC | FLEXSHARES US QUALITY LARGE CAP INDEX FUND | $4.14万 | 0.00% | 529 | -3 | -0.6% | -$235 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $4.15万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $4.17万 | 0.00% | 1,682 | 13 | 0.8% | $322 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $4.17万 | 0.00% | 641 | 3 | 0.5% | $195 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $4.19万 | 0.00% | 1,140 | -30 | -2.6% | -$1,102 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $4.19万 | 0.00% | 363 | 363 | — | $4.19万 | 新建仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $4.20万 | 0.00% | 1,673 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X CLOUD COMPUTING ETF | $4.21万 | 0.00% | 2,158 | 0 | 0.0% | — | 不变 |
| — | HORIZON TECHNOLOGY FIN CORP COM | $4.21万 | 0.00% | 10,000 | 10,000 | — | $4.21万 | 新建仓 |
| SBUX | STARBUCKS CORP COM | $4.21万 | 0.00% | 470 | 61 | 14.9% | $5,466 | 加仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $4.26万 | 0.00% | 952 | -59 | -5.8% | -$2,643 | 减仓 |
| ABM | ABM INDS INC COM | $4.28万 | 0.00% | 1,111 | -105 | -8.6% | -$4,044 | 减仓 |
| — | ISHARES MSCI IRELAND ETF | $4.30万 | 0.00% | 624 | -808 | -56.4% | -$5.56万 | 减仓 |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | $4.30万 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC COM | $4.30万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| JUNW | ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF | $4.30万 | 0.00% | 1,289 | 242 | 23.1% | $8,071 | 加仓 |
| PAAS | PAN AMERN SILVER CORP COM | $4.30万 | 0.00% | 787 | 87 | 12.4% | $4,753 | 加仓 |
| BNOV | INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER | $4.30万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC COM | $4.31万 | 0.00% | 558 | -157 | -22.0% | -$1.21万 | 减仓 |