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 |
|---|---|---|---|---|---|---|---|---|
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | $4.26万 | 0.00% | 1,435 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $4.28万 | 0.00% | 881 | 423 | 92.4% | $2.05万 | 加仓 |
| FTV | FORTIVE CORP COM | $4.31万 | 0.00% | 706 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $4.32万 | 0.00% | 82 | 73 | 811.1% | $3.84万 | 加仓 |
| SPMB | STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $4.34万 | 0.00% | 1,947 | 1 | 0.1% | $22 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $4.35万 | 0.00% | 199 | 2 | 1.0% | $437 | 加仓 |
| ABM | ABM INDS INC COM | $4.35万 | 0.00% | 983 | -128 | -11.5% | -$5,661 | 减仓 |
| FLR | FLUOR CORP COM | $4.35万 | 0.00% | 830 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $4.37万 | 0.00% | 440 | 195 | 79.6% | $1.94万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $4.39万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $4.42万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DWLD | DAVIS SELECT WORLDWIDE ETF | $4.46万 | 0.00% | 965 | -152 | -13.6% | -$7,029 | 减仓 |
| — | CREXENDO INC COM | $4.48万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X CLOUD COMPUTING ETF | $4.48万 | 0.00% | 1,972 | -186 | -8.6% | -$4,230 | 减仓 |
| GRMN | GARMIN LTD SHS | $4.49万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $4.49万 | 0.00% | 1,323 | -24 | -1.8% | -$815 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $4.50万 | 0.00% | 308 | -235 | -43.3% | -$3.44万 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $4.52万 | 0.00% | 1,018 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $4.53万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $4.56万 | 0.00% | 599 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC COM | $4.57万 | 0.00% | 254 | -33 | -11.5% | -$5,935 | 减仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $4.57万 | 0.00% | 398 | 398 | — | $4.57万 | 新建仓 |
| COHR | COHERENT CORP COM | $4.58万 | 0.00% | 116 | -5 | -4.1% | -$1,972 | 减仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $4.63万 | 0.00% | 519 | 1 | 0.2% | $89 | 加仓 |
| JUNW | ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF | $4.64万 | 0.00% | 1,350 | 61 | 4.7% | $2,098 | 加仓 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF - OCTOBER | $4.65万 | 0.00% | 1,651 | -390 | -19.1% | -$1.10万 | 减仓 |
| SJM | SMUCKER J M CO COM NEW | $4.67万 | 0.00% | 415 | 102 | 32.6% | $1.15万 | 加仓 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $4.69万 | 0.00% | 331 | -20 | -5.7% | -$2,832 | 减仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $4.70万 | 0.00% | 756 | 0 | 0.0% | — | 不变 |
| GAUG | FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | $4.70万 | 0.00% | 1,135 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $4.72万 | 0.00% | 2,250 | 640 | 39.8% | $1.34万 | 加仓 |
| QLC | FLEXSHARES US QUALITY LARGE CAP INDEX FUND | $4.76万 | 0.00% | 530 | 1 | 0.2% | $90 | 加仓 |
| JULW | ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF | $4.76万 | 0.00% | 1,167 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC COM CL A | $4.77万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| ABFL | ABACUS FCF LEADERS ETF | $4.77万 | 0.00% | 556 | -81 | -12.7% | -$6,955 | 减仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - AUGUST | $4.78万 | 0.00% | 1,363 | 0 | 0.0% | — | 不变 |
| BNOV | INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER | $4.78万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X VIDEO GAMES & ESPORTS ETF | $4.79万 | 0.00% | 1,936 | 245 | 14.5% | $6,067 | 加仓 |
| MAYW | ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF | $4.81万 | 0.00% | 1,382 | 939 | 212.0% | $3.26万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $4.82万 | 0.00% | 1,410 | 1,410 | — | $4.82万 | 新建仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $4.83万 | 0.00% | 910 | 0 | 0.0% | — | 不变 |
| TDTT | FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND | $4.84万 | 0.00% | 2,025 | 0 | 0.0% | — | 不变 |
| BUG | GLOBAL X CYBERSECURITY ETF | $4.84万 | 0.00% | 1,268 | -71 | -5.3% | -$2,711 | 减仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $4.85万 | 0.00% | 1,034 | 0 | 0.0% | — | 不变 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $4.86万 | 0.00% | 931 | 19 | 2.1% | $992 | 加仓 |
| EWP | ISHARES MSCI SPAIN ETF | $4.89万 | 0.00% | 823 | -758 | -47.9% | -$4.50万 | 减仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - AUGUST | $4.92万 | 0.00% | 1,258 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $4.92万 | 0.00% | 554 | -87 | -13.6% | -$7,726 | 减仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $4.94万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $4.97万 | 0.00% | 1,059 | 13 | 1.2% | $610 | 加仓 |
| UFOX | DEFIANCE SPACE AND CONNECTIVE TECH ETF | $4.98万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| VLU | STATE STREET SPDR S&P 1500 VALUE TILT ETF | $5.00万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $5.02万 | 0.00% | 459 | 116 | 33.8% | $1.27万 | 加仓 |
| OKTA | OKTA INC CL A | $5.04万 | 0.00% | 369 | 74 | 25.1% | $1.01万 | 加仓 |
| AA | ALCOA CORP COM | $5.05万 | 0.00% | 969 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW COM | $5.06万 | 0.00% | 1,674 | 820 | 96.0% | $2.48万 | 加仓 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - OCTOBER | $5.09万 | 0.00% | 2,129 | -1,138 | -34.8% | -$2.72万 | 减仓 |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - DECEMBER | $5.11万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST INDXX CRITICAL METALS ETF | $5.13万 | 0.00% | 1,574 | 914 | 138.5% | $2.98万 | 加仓 |
| INOD | INNODATA INC COM NEW | $5.14万 | 0.00% | 680 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC COM | $5.14万 | 0.00% | 373 | 1 | 0.3% | $138 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $5.17万 | 0.00% | 505 | -282 | -35.8% | -$2.88万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC COM NEW | $5.18万 | 0.00% | 3,431 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $5.19万 | 0.00% | 982 | 3 | 0.3% | $159 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $5.19万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVT CORP COM | $5.21万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $5.23万 | 0.00% | 1,121 | 0 | 0.0% | — | 不变 |
| BSEP | INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER | $5.27万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $5.30万 | 0.00% | 686 | 0 | 0.0% | — | 不变 |
| BRNY | BURNEY U.S. FACTOR ROTATION ETF | $5.31万 | 0.00% | 912 | 912 | — | $5.31万 | 新建仓 |
| VCRB | VANGUARD CORE BOND ETF | $5.33万 | 0.00% | 690 | 38 | 5.8% | $2,936 | 加仓 |
| BOH | BANK HAWAII CORP COM | $5.33万 | 0.00% | 654 | 5 | 0.8% | $408 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDING COM SHS | $5.38万 | 0.00% | 3,555 | 0 | 0.0% | — | 不变 |
| FSIG | FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | $5.38万 | 0.00% | 2,851 | 21 | 0.7% | $396 | 加仓 |
| CF | CF INDUSTRIES HOLD COM | $5.42万 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| BDEC | INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | $5.43万 | 0.00% | 1,020 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $5.43万 | 0.00% | 202 | -49 | -19.5% | -$1.32万 | 减仓 |
| COR | CENCORA INC COM | $5.43万 | 0.00% | 192 | 11 | 6.1% | $3,113 | 加仓 |
| ADC | AGREE RLTY CORP COM | $5.44万 | 0.00% | 718 | 142 | 24.7% | $1.08万 | 加仓 |
| RSPU | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | $5.44万 | 0.00% | 670 | 4 | 0.6% | $325 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF | $5.45万 | 0.00% | 1,602 | -54 | -3.3% | -$1,838 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $5.49万 | 0.00% | 312 | -25 | -7.4% | -$4,399 | 减仓 |
| CTVA | CORTEVA INC COM | $5.51万 | 0.00% | 650 | 182 | 38.9% | $1.54万 | 加仓 |
| FTXO | FIRST TRUST NASDAQ BANK ETF | $5.51万 | 0.00% | 1,333 | -175 | -11.6% | -$7,234 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP COM | $5.54万 | 0.00% | 452 | 1 | 0.2% | $122 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $5.58万 | 0.00% | 65 | 60 | 1,200.0% | $5.15万 | 加仓 |
| CNEQ | ALGER CONCENTRATED EQUITY ETF | $5.58万 | 0.00% | 1,352 | -437 | -24.4% | -$1.80万 | 减仓 |
| HQL | ABRDN LIFE SCIENCES INVESTORS SH BEN INT | $5.62万 | 0.00% | 2,811 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $5.65万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| OSEA | HARBOR INTERNATIONAL COMPOUNDERS ETF | $5.65万 | 0.00% | 1,850 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC COM | $5.69万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $5.71万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| EWJV | ISHARES MSCI JAPAN VALUE ETF | $5.73万 | 0.00% | 1,303 | -833 | -39.0% | -$3.66万 | 减仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $5.73万 | 0.00% | 1,536 | 1,342 | 691.8% | $5.01万 | 加仓 |
| — | LEUTHOLD SELECT INDUSTRIES ETF | $5.77万 | 0.00% | 1,235 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX CORP COM | $5.78万 | 0.00% | 1,450 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $5.78万 | 0.00% | 2,169 | -76 | -3.4% | -$2,026 | 减仓 |
| SOXL | DIREXION DAILY SEMICONDUCTOR BULL 3X ETF | $5.79万 | 0.00% | 217 | 17 | 8.5% | $4,536 | 加仓 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $5.81万 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| IMFL | INVESCO INTERNATIONAL DEVELOPED DYNAMIC MULTIFACTOR ETF | $5.83万 | 0.00% | 1,696 | 1,595 | 1,579.2% | $5.48万 | 加仓 |