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 |
|---|---|---|---|---|---|---|---|---|
| OPCH | OPTION CARE HEALTH INC COM NEW | $4.33万 | 0.00% | 1,610 | 911 | 130.3% | $2.45万 | 加仓 |
| ADC | AGREE RLTY CORP COM | $4.34万 | 0.00% | 576 | 114 | 24.7% | $8,593 | 加仓 |
| — | GLOBAL X VIDEO GAMES & ESPORTS ETF | $4.35万 | 0.00% | 1,691 | 0 | 0.0% | — | 不变 |
| SPMB | STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $4.36万 | 0.00% | 1,946 | -2,500 | -56.2% | -$5.60万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $4.36万 | 0.00% | 221 | 221 | — | $4.36万 | 新建仓 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $4.38万 | 0.00% | 979 | 4 | 0.4% | $179 | 加仓 |
| GRMN | GARMIN LTD SHS | $4.39万 | 0.00% | 189 | -3 | -1.6% | -$696 | 减仓 |
| GAUG | FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | $4.39万 | 0.00% | 1,135 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $4.39万 | 0.00% | 1,034 | -70 | -6.3% | -$2,975 | 减仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $4.47万 | 0.00% | 207 | 96 | 86.5% | $2.07万 | 加仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $4.49万 | 0.00% | 910 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $4.51万 | 0.00% | 1,273 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $4.51万 | 0.00% | 818 | 110 | 15.5% | $6,068 | 加仓 |
| VLU | STATE STREET SPDR S&P 1500 VALUE TILT ETF | $4.51万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| JULW | ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF | $4.53万 | 0.00% | 1,167 | 0 | 0.0% | — | 不变 |
| ABFL | ABACUS FCF LEADERS ETF | $4.53万 | 0.00% | 637 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $4.54万 | 0.00% | 1,220 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $4.54万 | 0.00% | 2,175 | 75 | 3.6% | $1,567 | 加仓 |
| NANR | STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF | $4.56万 | 0.00% | 543 | 0 | 0.0% | — | 不变 |
| HQL | ABRDN LIFE SCIENCES INVESTORS SH BEN INT | $4.57万 | 0.00% | 2,811 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $4.58万 | 0.00% | 115 | 13 | 12.7% | $5,174 | 加仓 |
| — | GLOBAL X INTERNET OF THINGS ETF | $4.59万 | 0.00% | 1,232 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $4.60万 | 0.00% | 351 | -113 | -24.4% | -$1.48万 | 减仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - AUGUST | $4.62万 | 0.00% | 1,363 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - DECEMBER | $4.63万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - AUGUST | $4.67万 | 0.00% | 1,258 | 95 | 8.2% | $3,526 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4.76万 | 0.00% | 240 | -19 | -7.3% | -$3,768 | 减仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $4.76万 | 0.00% | 912 | 114 | 14.3% | $5,952 | 加仓 |
| BX | BLACKSTONE INC COM | $4.78万 | 0.00% | 416 | -5 | -1.2% | -$574 | 减仓 |
| TEM | TEMPUS AI INC CL A | $4.78万 | 0.00% | 1,057 | 12 | 1.1% | $543 | 加仓 |
| ARKK | ARK INNOVATION ETF | $4.78万 | 0.00% | 708 | 26 | 3.8% | $1,757 | 加仓 |
| BSEP | INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER | $4.81万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $4.81万 | 0.00% | 7,000 | -119 | -1.7% | -$818 | 减仓 |
| BOH | BANK HAWAII CORP COM | $4.82万 | 0.00% | 649 | 6 | 0.9% | $445 | 加仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $4.83万 | 0.00% | 686 | 86 | 14.3% | $6,051 | 加仓 |
| FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | $4.83万 | 0.00% | 304 | 304 | — | $4.83万 | 新建仓 |
| — | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | $4.86万 | 0.00% | 1,593 | -57 | -3.5% | -$1,740 | 减仓 |
| ENSG | ENSIGN GROUP INC COM | $4.88万 | 0.00% | 242 | 6 | 2.5% | $1,209 | 加仓 |
| DWLD | DAVIS SELECT WORLDWIDE ETF | $4.89万 | 0.00% | 1,117 | 0 | 0.0% | — | 不变 |
| BDEC | INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | $4.90万 | 0.00% | 1,020 | 0 | 0.0% | — | 不变 |
| TDTT | FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND | $4.91万 | 0.00% | 2,025 | 1,719 | 561.8% | $4.17万 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $4.91万 | 0.00% | 5,000 | 5,000 | — | $4.91万 | 新建仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $4.92万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $4.92万 | 0.00% | 1,046 | 12 | 1.2% | $565 | 加仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $4.93万 | 0.00% | 466 | -85 | -15.4% | -$8,987 | 减仓 |
| ALL | ALLSTATE CORP COM | $4.96万 | 0.00% | 239 | -11 | -4.4% | -$2,281 | 减仓 |
| MSDL | MORGAN STANLEY DIRECT LENDING COM SHS | $4.96万 | 0.00% | 3,555 | 0 | 0.0% | — | 不变 |
| — | LEUTHOLD SELECT INDUSTRIES ETF | $5.00万 | 0.00% | 1,235 | 1,235 | — | $5.00万 | 新建仓 |
| OKLO | OKLO INC COM CL A | $5.02万 | 0.00% | 1,012 | -948 | -48.4% | -$4.70万 | 减仓 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $5.04万 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC COM | $5.04万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $5.04万 | 0.00% | 693 | -98 | -12.4% | -$7,127 | 减仓 |
| VCRB | VANGUARD CORE BOND ETF | $5.04万 | 0.00% | 652 | 4 | 0.6% | $310 | 加仓 |
| FTNT | FORTINET INC COM | $5.06万 | 0.00% | 619 | -10 | -1.6% | -$817 | 减仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $5.08万 | 0.00% | 397 | 78 | 24.5% | $9,975 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF | $5.13万 | 0.00% | 217 | -12 | -5.2% | -$2,836 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $5.14万 | 0.00% | 392 | 67 | 20.6% | $8,786 | 加仓 |
| REG | REGENCY CTRS CORP COM | $5.18万 | 0.00% | 685 | 114 | 20.0% | $8,625 | 加仓 |
| QDEF | FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND | $5.19万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $5.24万 | 0.00% | 641 | 12 | 1.9% | $981 | 加仓 |
| HAL | HALLIBURTON CO COM | $5.25万 | 0.00% | 1,347 | 1,147 | 573.5% | $4.47万 | 加仓 |
| WSO | WATSCO INC COM | $5.28万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC COM | $5.30万 | 0.00% | 278 | 149 | 115.5% | $2.84万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF | $5.32万 | 0.00% | 1,656 | 205 | 14.1% | $6,591 | 加仓 |
| WSBC | WESBANCO INC COM | $5.34万 | 0.00% | 1,548 | 0 | 0.0% | — | 不变 |
| OSEA | HARBOR INTERNATIONAL COMPOUNDERS ETF | $5.36万 | 0.00% | 1,850 | 0 | 0.0% | — | 不变 |
| FSIG | FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | $5.36万 | 0.00% | 2,830 | -59 | -2.0% | -$1,118 | 减仓 |
| BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | $5.39万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| GDEC | FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER | $5.39万 | 0.00% | 1,457 | 0 | 0.0% | — | 不变 |
| RSPU | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | $5.40万 | 0.00% | 666 | 4 | 0.6% | $325 | 加仓 |
| FTXO | FIRST TRUST NASDAQ BANK ETF | $5.46万 | 0.00% | 1,508 | -58 | -3.7% | -$2,098 | 减仓 |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUND | $5.46万 | 0.00% | 690 | 620 | 885.7% | $4.90万 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $5.46万 | 0.00% | 374 | 134 | 55.8% | $1.96万 | 加仓 |
| JBL | JABIL INC COM | $5.47万 | 0.00% | 206 | 5 | 2.5% | $1,329 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | $5.47万 | 0.00% | 5,944 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | $5.48万 | 0.00% | 633 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $5.48万 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DOCT | FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER | $5.49万 | 0.00% | 1,263 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $5.50万 | 0.00% | 1,121 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX CORP COM | $5.51万 | 0.00% | 1,450 | -100 | -6.5% | -$3,801 | 减仓 |
| — | CLEARWAY ENERGY INC CL A | $5.52万 | 0.00% | 1,410 | 0 | 0.0% | — | 不变 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF - OCTOBER | $5.54万 | 0.00% | 2,041 | 33 | 1.6% | $896 | 加仓 |
| CNEQ | ALGER CONCENTRATED EQUITY ETF | $5.57万 | 0.00% | 1,789 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED ORDINARY SHARES | $5.65万 | 0.00% | 1,647 | 100 | 6.5% | $3,428 | 加仓 |
| COR | CENCORA INC COM | $5.69万 | 0.00% | 181 | -2 | -1.1% | -$628 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $5.70万 | 0.00% | 451 | 1 | 0.2% | $126 | 加仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $5.71万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HERMES SHORT DURATION HIGH YIELD ETF | $5.73万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $5.75万 | 0.00% | 352 | -702 | -66.6% | -$11.47万 | 减仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $5.79万 | 0.00% | 1,194 | 1 | 0.1% | $48 | 加仓 |
| FDM | FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND | $5.79万 | 0.00% | 706 | 76 | 12.1% | $6,235 | 加仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $5.81万 | 0.00% | 844 | 6 | 0.7% | $413 | 加仓 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $5.82万 | 0.00% | 518 | 500 | 2,777.8% | $5.62万 | 加仓 |
| DDS | DILLARDS INC CL A | $5.84万 | 0.00% | 102 | 100 | 5,000.0% | $5.72万 | 加仓 |
| SNDK | SANDISK CORP COM | $5.85万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC COM | $5.88万 | 0.00% | 372 | 1 | 0.3% | $158 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $5.90万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $5.91万 | 0.00% | 644 | 63 | 10.8% | $5,785 | 加仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $5.92万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP COM | $5.95万 | 0.00% | 428 | 199 | 86.9% | $2.76万 | 加仓 |