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 |
|---|---|---|---|---|---|---|---|---|
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - DECEMBER | $7.89万 | 0.00% | 3,046 | 108 | 3.7% | $2,799 | 加仓 |
| SNPS | SYNOPSYS INC COM | $7.93万 | 0.00% | 200 | 48 | 31.6% | $1.90万 | 加仓 |
| — | CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - DECEMBER | $7.94万 | 0.00% | 2,986 | 417 | 16.2% | $1.11万 | 加仓 |
| CHWY | CHEWY INC CL A | $8.04万 | 0.00% | 2,977 | 0 | 0.0% | — | 不变 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JULY | $8.09万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| FPI | FARMLAND PARTNERS INC COM | $8.09万 | 0.00% | 7,201 | 1,824 | 33.9% | $2.05万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF | $8.11万 | 0.00% | 2,568 | 24 | 0.9% | $758 | 加仓 |
| JFLX | JPMORGAN FLEXIBLE DEBT ETF | $8.12万 | 0.00% | 1,634 | 20 | 1.2% | $994 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC COM | $8.14万 | 0.00% | 2,523 | 2,523 | — | $8.14万 | 新建仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $8.14万 | 0.00% | 1,137 | 255 | 28.9% | $1.83万 | 加仓 |
| BBDC | BARINGS BDC INC COM | $8.15万 | 0.00% | 9,900 | -1,316 | -11.7% | -$1.08万 | 减仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $8.24万 | 0.01% | 971 | 1 | 0.1% | $85 | 加仓 |
| RXI | ISHARES GLOBAL CONSUMER DISCRETIONARY ETF | $8.26万 | 0.01% | 443 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $8.33万 | 0.01% | 1,202 | -315 | -20.8% | -$2.18万 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $8.35万 | 0.01% | 1,065 | -4 | -0.4% | -$314 | 减仓 |
| AIS | VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF | $8.38万 | 0.01% | 2,000 | -2,000 | -50.0% | -$8.38万 | 减仓 |
| QHY | WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND | $8.41万 | 0.01% | 1,846 | 149 | 8.8% | $6,787 | 加仓 |
| DVY | ISHARES DJ SELECT DIVIDEND | $8.44万 | 0.01% | 558 | -99 | -15.1% | -$1.50万 | 减仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $8.52万 | 0.01% | 3,293 | 703 | 27.1% | $1.82万 | 加仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $8.54万 | 0.01% | 1,878 | 0 | 0.0% | — | 不变 |
| EWP | ISHARES MSCI SPAIN ETF | $8.59万 | 0.01% | 1,581 | -683 | -30.2% | -$3.71万 | 减仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $8.61万 | 0.01% | 1,397 | -1,798 | -56.3% | -$11.09万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $8.64万 | 0.01% | 890 | -1,221 | -57.8% | -$11.86万 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY | $8.72万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| BNDC | FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND | $8.76万 | 0.01% | 3,941 | 3,361 | 579.5% | $7.47万 | 加仓 |
| GBDC | GOLUB CAP BDC INC COM | $8.78万 | 0.01% | 6,936 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC COM | $8.79万 | 0.01% | 475 | 0 | 0.0% | — | 不变 |
| GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | $8.84万 | 0.01% | 2,168 | -11,525 | -84.2% | -$46.99万 | 减仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $8.85万 | 0.01% | 950 | 15 | 1.6% | $1,397 | 加仓 |
| WULF | TERAWULF INC COM | $8.86万 | 0.01% | 6,140 | 340 | 5.9% | $4,906 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $8.88万 | 0.01% | 678 | 109 | 19.2% | $1.43万 | 加仓 |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $9.05万 | 0.01% | 1,823 | 228 | 14.3% | $1.13万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $9.11万 | 0.01% | 431 | 0 | 0.0% | — | 不变 |
| EWJV | ISHARES MSCI JAPAN VALUE ETF | $9.12万 | 0.01% | 2,136 | 407 | 23.5% | $1.74万 | 加仓 |
| — | FIRST TRUST SMALL CAP VALUE ALPHADEX FUND | $9.12万 | 0.01% | 1,477 | -31 | -2.1% | -$1,915 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $9.17万 | 0.01% | 757 | 25 | 3.4% | $3,030 | 加仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $9.18万 | 0.01% | 1,202 | -1,977 | -62.2% | -$15.10万 | 减仓 |
| HTRB | HARTFORD TOTAL RETURN BOND ETF | $9.24万 | 0.01% | 2,738 | -155 | -5.4% | -$5,229 | 减仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $9.28万 | 0.01% | 1,090 | -30 | -2.7% | -$2,554 | 减仓 |
| NTAP | NETAPP INC COM | $9.35万 | 0.01% | 913 | -13 | -1.4% | -$1,331 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $9.38万 | 0.01% | 401 | 76 | 23.4% | $1.78万 | 加仓 |
| CIM | CHIMERA INVT CORP COM SHS | $9.41万 | 0.01% | 7,500 | -6,666 | -47.1% | -$8.37万 | 减仓 |
| GNMA | ISHARES GNMA BOND ETF | $9.47万 | 0.01% | 2,137 | -5 | -0.2% | -$222 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $9.48万 | 0.01% | 543 | 8 | 1.5% | $1,397 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $9.51万 | 0.01% | 2,001 | -325 | -14.0% | -$1.54万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED APR ETF | $9.61万 | 0.01% | 3,350 | -300 | -8.2% | -$8,608 | 减仓 |
| BLK | BLACKROCK INC COM | $9.65万 | 0.01% | 100 | -2 | -2.0% | -$1,931 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $9.67万 | 0.01% | 1,644 | -424 | -20.5% | -$2.49万 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $9.76万 | 0.01% | 134 | 13 | 10.7% | $9,467 | 加仓 |
| DGRS | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | $9.79万 | 0.01% | 1,848 | 258 | 16.2% | $1.37万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $9.81万 | 0.01% | 1,106 | 26 | 2.4% | $2,306 | 加仓 |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETF | $9.83万 | 0.01% | 1,948 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $9.86万 | 0.01% | 505 | 5 | 1.0% | $977 | 加仓 |
| IQDG | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | $9.91万 | 0.01% | 2,468 | -148 | -5.7% | -$5,941 | 减仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $9.92万 | 0.01% | 1,091 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $9.96万 | 0.01% | 2,999 | -776 | -20.6% | -$2.58万 | 减仓 |
| WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUND | $9.99万 | 0.01% | 2,518 | 86 | 3.5% | $3,414 | 加仓 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $10.02万 | 0.01% | 5,977 | -1,376 | -18.7% | -$2.31万 | 减仓 |
| PAUG | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $10.15万 | 0.01% | 2,375 | 0 | 0.0% | — | 不变 |
| GFEB | FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | $10.16万 | 0.01% | 2,472 | 2,000 | 423.7% | $8.22万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $10.17万 | 0.01% | 1,764 | -43 | -2.4% | -$2,479 | 减仓 |
| DECW | ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF | $10.22万 | 0.01% | 3,059 | -408 | -11.8% | -$1.36万 | 减仓 |
| — | SEABRIDGE GOLD INC COM | $10.30万 | 0.01% | 3,635 | -845 | -18.9% | -$2.39万 | 减仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - SEPTEMBER | $10.35万 | 0.01% | 3,600 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD COM | $10.36万 | 0.01% | 510 | -626 | -55.1% | -$12.72万 | 减仓 |
| — | NEUBERGER HIGH YIELD ST FD INC COM | $10.37万 | 0.01% | 16,000 | 16,000 | — | $10.37万 | 新建仓 |
| SYK | STRYKER CORPORATION COM | $10.38万 | 0.01% | 316 | -105 | -24.9% | -$3.45万 | 减仓 |
| — | VIRTUS STONE HBR EMRG MKTS INC COM | $10.41万 | 0.01% | 21,781 | 131 | 0.6% | $626 | 加仓 |
| DE | DEERE & CO COM | $10.45万 | 0.01% | 185 | -291 | -61.1% | -$16.43万 | 减仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $10.45万 | 0.01% | 1,404 | -120 | -7.9% | -$8,933 | 减仓 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $10.47万 | 0.01% | 1,864 | 27 | 1.5% | $1,517 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $10.60万 | 0.01% | 559 | -70 | -11.1% | -$1.33万 | 减仓 |
| SFLR | INNOVATOR EQUITY MANAGED FLOOR ETF | $10.62万 | 0.01% | 3,000 | 3,000 | — | $10.62万 | 新建仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $10.63万 | 0.01% | 1,055 | -623 | -37.1% | -$6.27万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $10.70万 | 0.01% | 450 | -198 | -30.6% | -$4.71万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $10.71万 | 0.01% | 702 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP COM | $10.73万 | 0.01% | 988 | 0 | 0.0% | — | 不变 |
| GWX | STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $10.74万 | 0.01% | 2,544 | 36 | 1.4% | $1,520 | 加仓 |
| — | EVENTIDE LARGE CAP GROWTH ETF | $10.75万 | 0.01% | 4,606 | 2,511 | 119.9% | $5.86万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $10.79万 | 0.01% | 599 | 53 | 9.7% | $9,545 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $10.82万 | 0.01% | 3,769 | -288 | -7.1% | -$8,268 | 减仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $10.82万 | 0.01% | 6,312 | 69 | 1.1% | $1,183 | 加仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $10.84万 | 0.01% | 2,942 | 1,517 | 106.5% | $5.59万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $10.88万 | 0.01% | 535 | -34 | -6.0% | -$6,912 | 减仓 |
| AES | AES CORP COM | $10.94万 | 0.01% | 7,767 | 7,665 | 7,514.7% | $10.80万 | 重新持有 |
| MSTR | STRATEGY INC CL A NEW | $10.97万 | 0.01% | 879 | -54 | -5.8% | -$6,739 | 减仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $10.98万 | 0.01% | 927 | 0 | 0.0% | — | 不变 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $10.99万 | 0.01% | 4,605 | -1,259 | -21.5% | -$3.01万 | 减仓 |
| — | BLACKROCK FLOATING RATE INCOME COM | $11.02万 | 0.01% | 10,000 | 10,000 | — | $11.02万 | 新建仓 |
| PODD | INSULET CORP COM | $11.18万 | 0.01% | 533 | 69 | 14.9% | $1.45万 | 加仓 |
| NDSN | NORDSON CORP COM | $11.20万 | 0.01% | 421 | -47 | -10.0% | -$1.25万 | 减仓 |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $11.26万 | 0.01% | 1,419 | -524 | -27.0% | -$4.16万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $11.28万 | 0.01% | 85 | 17 | 25.0% | $2.26万 | 加仓 |
| PDEC | INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $11.39万 | 0.01% | 2,680 | -95 | -3.4% | -$4,038 | 减仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $11.41万 | 0.01% | 2,227 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $11.44万 | 0.01% | 105 | -4 | -3.7% | -$4,359 | 减仓 |
| MO | ALTRIA GROUP INC COM | $11.49万 | 0.01% | 1,742 | 215 | 14.1% | $1.42万 | 加仓 |
| IBND | SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF | $11.54万 | 0.01% | 3,714 | 2,503 | 206.7% | $7.78万 | 加仓 |
| WELL | WELLTOWER INC COM | $11.64万 | 0.01% | 589 | 6 | 1.0% | $1,186 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $11.66万 | 0.01% | 800 | 21 | 2.7% | $3,061 | 加仓 |