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 |
|---|---|---|---|---|---|---|---|---|
| F | FORD MTR CO COM | $5.97万 | 0.00% | 5,170 | -759 | -12.8% | -$8,758 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $6.03万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $6.08万 | 0.00% | 681 | 0 | 0.0% | — | 不变 |
| — | T. ROWE PRICE INTERMEDIATE MUNICIPAL INCOME ETF | $6.09万 | 0.00% | 1,200 | 1,200 | — | $6.09万 | 新建仓 |
| FTAI | FTAI AVIATION LTD SHS | $6.12万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| IOCT | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER | $6.13万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $6.16万 | 0.00% | 2,245 | -1,106 | -33.0% | -$3.04万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $6.19万 | 0.00% | 787 | -25 | -3.1% | -$1,966 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $6.21万 | 0.00% | 134 | -52 | -28.0% | -$2.41万 | 减仓 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | $6.24万 | 0.00% | 1,792 | 0 | 0.0% | — | 不变 |
| PATN | PACER NASDAQ INTERNATIONAL PATENT LEADERS ETF | $6.25万 | 0.00% | 2,200 | 2,200 | — | $6.25万 | 新建仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY | $6.26万 | 0.00% | 2,100 | 1,300 | 162.5% | $3.88万 | 加仓 |
| ENB | ENBRIDGE INC COM | $6.27万 | 0.00% | 1,159 | 68 | 6.2% | $3,682 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $6.28万 | 0.00% | 972 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $6.29万 | 0.00% | 251 | 6 | 2.4% | $1,504 | 加仓 |
| FICO | FAIR ISAAC CORP COM | $6.30万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| GJAN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN | $6.30万 | 0.00% | 1,503 | 105 | 7.5% | $4,401 | 加仓 |
| ALAB | ASTERA LABS INC COM | $6.30万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $6.30万 | 0.00% | 940 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $6.31万 | 0.00% | 146 | 66 | 82.5% | $2.85万 | 加仓 |
| PHO | INVESCO WATER RESOURCES ETF | $6.33万 | 0.00% | 946 | 0 | 0.0% | — | 不变 |
| BUSE | FIRST BUSEY CORP COM NEW | $6.33万 | 0.00% | 2,506 | 27 | 1.1% | $682 | 加仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $6.34万 | 0.00% | 1,156 | 2 | 0.2% | $110 | 加仓 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST | $6.35万 | 0.00% | 2,743 | -85 | -3.0% | -$1,968 | 减仓 |
| CI | THE CIGNA GROUP COM | $6.37万 | 0.00% | 239 | 103 | 75.7% | $2.74万 | 加仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER | $6.39万 | 0.00% | 2,337 | 352 | 17.7% | $9,628 | 加仓 |
| AA | ALCOA CORP COM | $6.43万 | 0.00% | 969 | 222 | 29.7% | $1.47万 | 加仓 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $6.43万 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| LGH | HCM DEFENDER 500 INDEX ETF | $6.44万 | 0.00% | 1,130 | 145 | 14.7% | $8,262 | 加仓 |
| RFV | INVESCO S&P MIDCAP 400 PURE VALUE ETF | $6.45万 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $6.45万 | 0.00% | 131 | 2 | 1.6% | $984 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P COM UNIT | $6.46万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| THNQ | ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | $6.49万 | 0.00% | 1,101 | 1 | 0.1% | $59 | 加仓 |
| CF | CF INDUSTRIES HOLD COM | $6.50万 | 0.00% | 501 | 10 | 2.0% | $1,298 | 加仓 |
| — | AAM S&P 500 HIGH DIVIDEND VALUE ETF | $6.52万 | 0.00% | 1,750 | 17 | 1.0% | $633 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $6.53万 | 0.00% | 314 | -11 | -3.4% | -$2,289 | 减仓 |
| — | MONROE CAP CORP COM | $6.55万 | 0.00% | 14,230 | 215 | 1.5% | $989 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC COM NEW | $6.58万 | 0.00% | 3,431 | 0 | 0.0% | — | 不变 |
| CGMM | CAPITAL GROUP U.S. SMALL AND MID CAP ETF | $6.60万 | 0.00% | 2,247 | 1,937 | 624.8% | $5.69万 | 加仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - AUGUST | $6.66万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $6.67万 | 0.00% | 332 | -2 | -0.6% | -$402 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $6.67万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC COM | $6.68万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $6.73万 | 0.00% | 496 | 1 | 0.2% | $136 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $6.73万 | 0.00% | 361 | -6 | -1.6% | -$1,119 | 减仓 |
| — | PENNANTPARK INVT CORP COM | $6.74万 | 0.00% | 15,000 | 15,000 | — | $6.74万 | 新建仓 |
| AZO | AUTOZONE INC COM | $6.76万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| EPS | WISDOMTREE U.S. LARGECAP FUND | $6.77万 | 0.00% | 994 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $6.79万 | 0.00% | 191 | -126 | -39.7% | -$4.48万 | 减仓 |
| XEL | XCEL ENERGY INC COM | $6.82万 | 0.00% | 859 | 6 | 0.7% | $476 | 加仓 |
| KEY | KEYCORP COM | $6.89万 | 0.00% | 3,438 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC COM CL A | $6.89万 | 0.00% | 2,462 | 708 | 40.4% | $1.98万 | 加仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $6.91万 | 0.00% | 7,378 | -626 | -7.8% | -$5,859 | 减仓 |
| UDR | UDR INC COM | $6.91万 | 0.00% | 2,045 | 517 | 33.8% | $1.75万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $6.91万 | 0.00% | 237 | -51 | -17.7% | -$1.49万 | 减仓 |
| LBRT | LIBERTY ENERGY INC COM CL A | $6.92万 | 0.00% | 2,403 | 803 | 50.2% | $2.31万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $6.94万 | 0.00% | 831 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $6.97万 | 0.00% | 1,023 | -200 | -16.4% | -$1.36万 | 减仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $7.01万 | 0.00% | 1,225 | 70 | 6.1% | $4,003 | 加仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $7.03万 | 0.00% | 2,100 | 2,100 | — | $7.03万 | 新建仓 |
| SETM | SPROTT CRITICAL MATERIALS ETF | $7.06万 | 0.00% | 2,133 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $7.08万 | 0.00% | 586 | 1 | 0.2% | $121 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $7.09万 | 0.00% | 501 | 9 | 1.8% | $1,274 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $7.10万 | 0.00% | 2,912 | -11,647 | -80.0% | -$28.41万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $7.11万 | 0.00% | 3,362 | 62 | 1.9% | $1,311 | 加仓 |
| UMH | UMH PPTYS INC COM | $7.11万 | 0.00% | 4,930 | 1,435 | 41.1% | $2.07万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $7.14万 | 0.00% | 774 | 209 | 37.0% | $1.93万 | 加仓 |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $7.16万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| CHCT | COMMUNITY HEALTHCARE TR INC COM | $7.18万 | 0.00% | 4,518 | 965 | 27.2% | $1.53万 | 加仓 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - OCTOBER | $7.18万 | 0.00% | 3,267 | 371 | 12.8% | $8,158 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $7.19万 | 0.00% | 1,260 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $7.19万 | 0.00% | 131 | 54 | 70.1% | $2.96万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF | $7.20万 | 0.00% | 1,639 | 139 | 9.3% | $6,110 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $7.24万 | 0.00% | 1,759 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS ETF | $7.26万 | 0.00% | 322 | 237 | 278.8% | $5.34万 | 加仓 |
| — | LXP INDUSTRIAL TRUST COM | $7.27万 | 0.00% | 1,572 | 458 | 41.1% | $2.12万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $7.29万 | 0.00% | 229 | 131 | 133.7% | $4.17万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $7.33万 | 0.00% | 932 | 0 | 0.0% | — | 不变 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $7.38万 | 0.00% | 1,019 | 182 | 21.7% | $1.32万 | 加仓 |
| — | UNITED STATES COMMODITY INDEX FUND | $7.39万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $7.48万 | 0.00% | 1,351 | 102 | 8.2% | $5,646 | 加仓 |
| PFF | ISHARES S&P U.S. PREFERRED STOCK ETF | $7.49万 | 0.00% | 2,471 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $7.53万 | 0.00% | 2,258 | 272 | 13.7% | $9,076 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT | $7.55万 | 0.00% | 14,183 | 185 | 1.3% | $984 | 加仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $7.57万 | 0.00% | 1,007 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $7.57万 | 0.00% | 4,115 | 408 | 11.0% | $7,508 | 加仓 |
| LOUP | INNOVATOR DEEPWATER FRONTIER TECH ETF | $7.57万 | 0.00% | 1,100 | 200 | 22.2% | $1.38万 | 加仓 |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | $7.58万 | 0.00% | 872 | 704 | 419.0% | $6.12万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $7.59万 | 0.00% | 3,400 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $7.65万 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $7.69万 | 0.00% | 503 | 59 | 13.3% | $9,020 | 加仓 |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | $7.71万 | 0.00% | 2,135 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP COM | $7.75万 | 0.00% | 1,176 | 782 | 198.5% | $5.16万 | 加仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $7.79万 | 0.00% | 490 | 85 | 21.0% | $1.35万 | 加仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $7.84万 | 0.00% | 858 | 44 | 5.4% | $4,018 | 加仓 |
| XNTK | STATE STREET SPDR NYSE TECHNOLOGY ETF | $7.84万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP COM | $7.85万 | 0.00% | 2,278 | 2 | 0.1% | $69 | 加仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $7.86万 | 0.00% | 2,424 | -25 | -1.0% | -$811 | 减仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $7.86万 | 0.00% | 1,689 | -203 | -10.7% | -$9,447 | 减仓 |
| USMF | WISDOMTREE U.S. MULTIFACTOR FUND | $7.89万 | 0.00% | 1,597 | -157 | -9.0% | -$7,753 | 减仓 |