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 |
|---|---|---|---|---|---|---|---|---|
| GSM | FERROGLOBE PLC SHS | $3.18万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| DFEB | FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | $3.18万 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC COM | $3.20万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| XTL | STATE STREET SPDR S&P TELECOM ETF | $3.21万 | 0.00% | 141 | 141 | — | $3.21万 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF | $3.21万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CAPE | DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF | $3.21万 | 0.00% | 990 | -14,440 | -93.6% | -$46.84万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $3.23万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $3.25万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $3.27万 | 0.00% | 405 | -303 | -42.8% | -$2.45万 | 减仓 |
| — | GLOBAL X MILLENNIAL CONSUMER ETF | $3.28万 | 0.00% | 757 | 4 | 0.5% | $173 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $3.31万 | 0.00% | 269 | 33 | 14.0% | $4,065 | 加仓 |
| BMAY | INNOVATOR U.S. EQUITY BUFFER ETF - MAY | $3.31万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $3.33万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $3.33万 | 0.00% | 858 | 858 | — | $3.33万 | 新建仓 |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $3.33万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC COM | $3.34万 | 0.00% | 678 | -39 | -5.4% | -$1,920 | 减仓 |
| CNP | CENTERPOINT ENERGY INC COM | $3.34万 | 0.00% | 759 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $3.34万 | 0.00% | 628 | 155 | 32.8% | $8,255 | 加仓 |
| QBTS | D-WAVE QUANTUM INC COM | $3.36万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $3.37万 | 0.00% | 604 | 604 | — | $3.37万 | 新建仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $3.39万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $3.39万 | 0.00% | 843 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC COM | $3.40万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | GABELLI HEALTHCARE & WELLNESS SHS | $3.42万 | 0.00% | 3,618 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $3.44万 | 0.00% | 1,303 | 831 | 176.1% | $2.19万 | 加仓 |
| BHK | BLACKROCK CORE BD TR SHS BEN INT | $3.44万 | 0.00% | 3,751 | 0 | 0.0% | — | 不变 |
| NANR | STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF | $3.44万 | 0.00% | 456 | -87 | -16.0% | -$6,569 | 减仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $3.44万 | 0.00% | 256 | 62 | 32.0% | $8,343 | 加仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $3.46万 | 0.00% | 535 | -2,040 | -79.2% | -$13.18万 | 减仓 |
| NUEM | NUVEEN ESG EMERGING MARKETS EQUITY ETF | $3.48万 | 0.00% | 819 | 97 | 13.4% | $4,116 | 加仓 |
| QDEF | FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND | $3.48万 | 0.00% | 400 | -250 | -38.5% | -$2.18万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $3.48万 | 0.00% | 213 | 59 | 38.3% | $9,651 | 加仓 |
| PAAS | PAN AMERN SILVER CORP COM | $3.52万 | 0.00% | 787 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $3.54万 | 0.00% | 701 | 5 | 0.7% | $253 | 加仓 |
| — | PIMCO BROAD U.S. TIPS INDEX ETF | $3.55万 | 0.00% | 678 | 16 | 2.4% | $837 | 加仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $3.55万 | 0.00% | 712 | 6 | 0.8% | $299 | 加仓 |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $3.55万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| DDEC | FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER | $3.58万 | 0.00% | 755 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $3.58万 | 0.00% | 298 | -40 | -11.8% | -$4,805 | 减仓 |
| SLNZ | TCW SENIOR LOAN ETF | $3.60万 | 0.00% | 788 | 14 | 1.8% | $639 | 加仓 |
| BBWI | BATH & BODY WORKS INC COM | $3.60万 | 0.00% | 1,555 | 15 | 1.0% | $347 | 加仓 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $3.61万 | 0.00% | 477 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $3.61万 | 0.00% | 187 | 30 | 19.1% | $5,797 | 加仓 |
| MNDY | MONDAY COM LTD SHS | $3.62万 | 0.00% | 500 | 500 | — | $3.62万 | 新建仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $3.64万 | 0.00% | 1,088 | -12 | -1.1% | -$402 | 减仓 |
| EOI | EATON VANCE ENHANCED EQUITY COM | $3.64万 | 0.00% | 1,852 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $3.65万 | 0.00% | 269 | -466 | -63.4% | -$6.32万 | 减仓 |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETF | $3.66万 | 0.00% | 626 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $3.67万 | 0.00% | 216 | -23 | -9.6% | -$3,905 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $3.67万 | 0.00% | 345 | 166 | 92.7% | $1.77万 | 加仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $3.68万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $3.69万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HERMES SHORT DURATION HIGH YIELD ETF | $3.69万 | 0.00% | 1,600 | -900 | -36.0% | -$2.07万 | 减仓 |
| SNOW | SNOWFLAKE INC COM SHS | $3.69万 | 0.00% | 145 | 2 | 1.4% | $509 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $3.70万 | 0.00% | 1,225 | -48 | -3.8% | -$1,448 | 减仓 |
| — | INSPIRE CAPITAL APPRECIATION ETF | $3.71万 | 0.00% | 1,208 | 3 | 0.2% | $92 | 加仓 |
| GDEC | FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER | $3.72万 | 0.00% | 935 | -522 | -35.8% | -$2.08万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $3.72万 | 0.00% | 769 | 769 | — | $3.72万 | 新建仓 |
| FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | $3.72万 | 0.00% | 1,786 | 71 | 4.1% | $1,481 | 加仓 |
| GM | GENERAL MTRS CO COM | $3.73万 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC COM | $3.74万 | 0.00% | 459 | -99 | -17.7% | -$8,075 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $3.74万 | 0.00% | 3,949 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $3.77万 | 0.00% | 719 | -99 | -12.1% | -$5,188 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $3.77万 | 0.00% | 187 | 168 | 884.2% | $3.39万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $3.77万 | 0.00% | 199 | -22 | -10.0% | -$4,172 | 减仓 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - NOVEMBER | $3.78万 | 0.00% | 1,505 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV SHS | $3.83万 | 0.00% | 1,475 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $3.87万 | 0.00% | 462 | 251 | 119.0% | $2.10万 | 加仓 |
| ENSG | ENSIGN GROUP INC COM | $3.88万 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $3.91万 | 0.00% | 736 | 193 | 35.5% | $1.03万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC COM | $3.92万 | 0.00% | 1,025 | 348 | 51.4% | $1.33万 | 加仓 |
| NXTG | FIRST TRUST INDXX NEXTG ETF | $3.93万 | 0.00% | 256 | 1 | 0.4% | $153 | 加仓 |
| BUFB | INNOVATOR LADDERED ALLOCATION BUFFER ETF | $3.93万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC COM SHS | $3.97万 | 0.00% | 119 | -14 | -10.5% | -$4,666 | 减仓 |
| PTF | INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF | $3.97万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $3.99万 | 0.00% | 390 | -80 | -17.0% | -$8,176 | 减仓 |
| — | FIRST TRUST ACTIVE FACTOR SMALL CAP ETF | $3.99万 | 0.00% | 970 | -184 | -15.9% | -$7,563 | 减仓 |
| FRPH | FRP HLDGS INC COM | $4.00万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $4.00万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $4.02万 | 0.00% | 272 | -41 | -13.1% | -$6,057 | 减仓 |
| SPBO | STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | $4.02万 | 0.00% | 1,385 | 4 | 0.3% | $116 | 加仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - NOVEMBER | $4.03万 | 0.00% | 1,456 | 40 | 2.8% | $1,107 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $4.04万 | 0.00% | 401 | 3 | 0.8% | $303 | 加仓 |
| YYY | AMPLIFY CEF HIGH INCOME ETF | $4.05万 | 0.00% | 3,509 | 60 | 1.7% | $692 | 加仓 |
| KIM | KIMCO REALTY CORP COM | $4.08万 | 0.00% | 1,611 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $4.11万 | 0.00% | 121 | 1 | 0.8% | $339 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $4.12万 | 0.00% | 341 | 41 | 13.7% | $4,959 | 加仓 |
| DINT | DAVIS SELECT INTERNATIONAL ETF | $4.14万 | 0.00% | 1,452 | 1,452 | — | $4.14万 | 新建仓 |
| EZM | WISDOMTREE U.S. MIDCAP FUND | $4.15万 | 0.00% | 547 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $4.15万 | 0.00% | 579 | 102 | 21.4% | $7,305 | 加仓 |
| WRB | BERKLEY W R CORP COM | $4.15万 | 0.00% | 588 | 0 | 0.0% | — | 不变 |
| QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | $4.15万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO S&P 500 GARP ETF | $4.15万 | 0.00% | 339 | -26 | -7.1% | -$3,183 | 减仓 |
| JSML | JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF | $4.19万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $4.19万 | 0.00% | 374 | -939 | -71.5% | -$10.53万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF | $4.19万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $4.20万 | 0.00% | 1,520 | -3,085 | -67.0% | -$8.53万 | 减仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $4.20万 | 0.00% | 881 | 881 | — | $4.20万 | 新建仓 |
| — | INVESCO BIOTECHNOLOGY & GENOME ETF | $4.23万 | 0.00% | 472 | -31 | -6.2% | -$2,779 | 减仓 |
| DSEP | FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER | $4.24万 | 0.00% | 894 | 0 | 0.0% | — | 不变 |