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 |
|---|---|---|---|---|---|---|---|---|
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $11.70万 | 0.01% | 2,348 | -320 | -12.0% | -$1.59万 | 减仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $11.73万 | 0.01% | 2,360 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES NEW YORK MUNI BOND ETF | $11.83万 | 0.01% | 2,226 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | $11.85万 | 0.01% | 2,900 | 0 | 0.0% | — | 不变 |
| JNK | SPDR HIGH YIELD BOND ETF | $11.95万 | 0.01% | 1,248 | -1,190 | -48.8% | -$11.39万 | 减仓 |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $11.96万 | 0.01% | 2,310 | -38 | -1.6% | -$1,968 | 减仓 |
| VIRT | VIRTU FINL INC CL A | $12.12万 | 0.01% | 2,756 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $12.18万 | 0.01% | 1,323 | -36 | -2.6% | -$3,315 | 减仓 |
| TECL | DIREXION DAILY TECHNOLOGY BULL 3X ETF | $12.32万 | 0.01% | 1,423 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $12.36万 | 0.01% | 1,701 | 18 | 1.1% | $1,308 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $12.40万 | 0.01% | 1,865 | 1 | 0.1% | $66 | 加仓 |
| UBS | UBS GROUP AG SHS | $12.40万 | 0.01% | 3,175 | 306 | 10.7% | $1.20万 | 加仓 |
| HEGD | SWAN HEDGED EQUITY US LARGE CAP ETF | $12.49万 | 0.01% | 5,057 | -40 | -0.8% | -$988 | 减仓 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $12.50万 | 0.01% | 5,441 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC COM | $12.54万 | 0.01% | 493 | -34 | -6.5% | -$8,647 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $12.58万 | 0.01% | 766 | 301 | 64.7% | $4.94万 | 加仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $12.60万 | 0.01% | 1,313 | -205 | -13.5% | -$1.97万 | 减仓 |
| DAUG | FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST | $12.67万 | 0.01% | 2,909 | 0 | 0.0% | — | 不变 |
| — | PACER CASH COWS FUND OF FUNDS ETF | $12.69万 | 0.01% | 2,774 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $12.75万 | 0.01% | 255 | 49 | 23.8% | $2.45万 | 加仓 |
| URI | UNITED RENTALS INC COM | $12.76万 | 0.01% | 175 | 35 | 25.0% | $2.55万 | 加仓 |
| OCTW | ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF | $12.82万 | 0.01% | 3,332 | 722 | 27.7% | $2.78万 | 加仓 |
| TJX | TJX COS INC NEW COM | $12.94万 | 0.01% | 810 | 2 | 0.2% | $320 | 加仓 |
| WFC | WELLS FARGO & CO COM | $13.12万 | 0.01% | 1,649 | 212 | 14.8% | $1.69万 | 加仓 |
| — | INVESCO S&P 500 CONCENTRATED QVM ETF | $13.16万 | 0.01% | 2,213 | -9,612 | -81.3% | -$57.14万 | 减仓 |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $13.16万 | 0.01% | 2,950 | -50 | -1.7% | -$2,231 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $13.22万 | 0.01% | 841 | 1 | 0.1% | $157 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $13.26万 | 0.01% | 535 | -25 | -4.5% | -$6,198 | 减仓 |
| FTS | FORTIS INC COM | $13.29万 | 0.01% | 2,382 | -649 | -21.4% | -$3.62万 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $13.31万 | 0.01% | 739 | -15 | -2.0% | -$2,702 | 减仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF | $13.34万 | 0.01% | 3,949 | 832 | 26.7% | $2.81万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $13.35万 | 0.01% | 1,439 | 74 | 5.4% | $6,865 | 加仓 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $13.51万 | 0.01% | 1,230 | 286 | 30.3% | $3.14万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $13.55万 | 0.01% | 4,043 | -278 | -6.4% | -$9,321 | 减仓 |
| LIN | LINDE PLC SHS | $13.57万 | 0.01% | 274 | -13 | -4.5% | -$6,439 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $13.79万 | 0.01% | 4,006 | 1,700 | 73.7% | $5.85万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $13.97万 | 0.01% | 566 | 526 | 1,315.0% | $12.99万 | 加仓 |
| DK | DELEK US HLDGS INC NEW COM | $13.98万 | 0.01% | 3,102 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $13.99万 | 0.01% | 1,455 | 5 | 0.3% | $481 | 加仓 |
| BFEB | INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY | $14.07万 | 0.01% | 2,950 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $14.19万 | 0.01% | 664 | 35 | 5.6% | $7,478 | 加仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - JUNE | $14.20万 | 0.01% | 4,540 | 0 | 0.0% | — | 不变 |
| RHLD | RESOLUTE HLDGS MGMT INC COM | $14.23万 | 0.01% | 877 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $14.30万 | 0.01% | 9,505 | 300 | 3.3% | $4,515 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $14.37万 | 0.01% | 577 | 5 | 0.9% | $1,245 | 加仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER | $14.40万 | 0.01% | 5,503 | -4,817 | -46.7% | -$12.61万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP COM | $14.54万 | 0.01% | 2,236 | -849 | -27.5% | -$5.52万 | 减仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $14.54万 | 0.01% | 1,505 | -193 | -11.4% | -$1.86万 | 减仓 |
| FDEC | FT VEST US EQUITY BUFFER ETF - DECEMBER | $14.57万 | 0.01% | 2,930 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $14.81万 | 0.01% | 2,047 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $14.85万 | 0.01% | 888 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $14.86万 | 0.01% | 1,253 | -428 | -25.5% | -$5.07万 | 减仓 |
| EYLD | CAMBRIA EMERGING SHAREHOLDER YIELD ETF | $14.95万 | 0.01% | 3,611 | 3,611 | — | $14.95万 | 新建仓 |
| JANW | ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF | $15.04万 | 0.01% | 4,123 | 56 | 1.4% | $2,043 | 加仓 |
| OAIM | ONEASCENT INTERNATIONAL EQUITY ETF | $15.08万 | 0.01% | 3,503 | 255 | 7.9% | $1.10万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $15.11万 | 0.01% | 3,001 | -114 | -3.7% | -$5,739 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $15.11万 | 0.01% | 340 | -25 | -6.8% | -$1.11万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $15.13万 | 0.01% | 1,716 | 589 | 52.3% | $5.19万 | 加仓 |
| PSIX | POWER SOLUTIONS INTL INC COM NEW | $15.13万 | 0.01% | 2,485 | 0 | 0.0% | — | 不变 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $15.20万 | 0.01% | 6,805 | 1,423 | 26.4% | $3.18万 | 加仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $15.30万 | 0.01% | 5,818 | 2,707 | 87.0% | $7.12万 | 加仓 |
| IDCC | INTERDIGITAL INC COM | $15.31万 | 0.01% | 507 | -8 | -1.6% | -$2,416 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $15.35万 | 0.01% | 558 | 1 | 0.2% | $275 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $15.44万 | 0.01% | 1,387 | -799 | -36.6% | -$8.90万 | 减仓 |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | $15.47万 | 0.01% | 868 | 718 | 478.7% | $12.80万 | 加仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $15.48万 | 0.01% | 609 | -51 | -7.7% | -$1.30万 | 减仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST | $15.49万 | 0.01% | 6,018 | -59 | -1.0% | -$1,519 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $15.54万 | 0.01% | 944 | 54 | 6.1% | $8,888 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $15.71万 | 0.01% | 3,332 | -424 | -11.3% | -$2.00万 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $15.73万 | 0.01% | 332 | 54 | 19.4% | $2.56万 | 加仓 |
| ADBE | ADOBE INC COM | $15.80万 | 0.01% | 650 | 29 | 4.7% | $7,049 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $15.83万 | 0.01% | 444 | 38 | 9.4% | $1.35万 | 加仓 |
| PALL | ABRDN PHYSICAL PALLADIUM SHARES ETF | $15.87万 | 0.01% | 1,178 | 487 | 70.5% | $6.56万 | 加仓 |
| — | VIRTUS NEWFLEET SECURITIZED INCOME ETF | $15.88万 | 0.01% | 6,567 | -189,903 | -96.7% | -$459.21万 | 减仓 |
| ALAI | ALGER AI ENABLERS & ADOPTERS ETF | $15.91万 | 0.01% | 4,816 | 4,741 | 6,321.3% | $15.66万 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $15.92万 | 0.01% | 3,134 | 24 | 0.8% | $1,219 | 加仓 |
| HSY | HERSHEY CO COM | $15.95万 | 0.01% | 767 | 5 | 0.7% | $1,039 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $15.97万 | 0.01% | 774 | -2 | -0.3% | -$413 | 减仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - DECEMBER | $16.03万 | 0.01% | 5,950 | 175 | 3.0% | $4,716 | 加仓 |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $16.06万 | 0.01% | 4,722 | 2 | 0.0% | $68 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $16.16万 | 0.01% | 3,915 | 477 | 13.9% | $1.97万 | 加仓 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $16.27万 | 0.01% | 4,142 | 5 | 0.1% | $196 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $16.29万 | 0.01% | 1,077 | 0 | 0.0% | — | 不变 |
| OR | OR ROYALTIES INC. COM SHS | $16.31万 | 0.01% | 4,290 | 4,290 | — | $16.31万 | 新建仓 |
| — | HONEYWELL INTL INC COM | $16.44万 | 0.01% | 727 | -77 | -9.6% | -$1.74万 | 减仓 |
| RWO | SPDR DJ GLOBAL REAL ESTATE ETF | $16.53万 | 0.01% | 3,611 | 74 | 2.1% | $3,387 | 加仓 |
| FSK | FS KKR CAP CORP COM | $16.54万 | 0.01% | 16,246 | -457 | -2.7% | -$4,652 | 减仓 |
| NYM | AB NEW YORK INTERMEDIATE MUNICIPAL ETF | $16.67万 | 0.01% | 6,681 | 117 | 1.8% | $2,919 | 加仓 |
| CVS | CVS HEALTH CORP COM | $16.68万 | 0.01% | 2,322 | 199 | 9.4% | $1.43万 | 加仓 |
| AMRZ | AMRIZE LTD SHS | $16.69万 | 0.01% | 2,979 | -1,759 | -37.1% | -$9.85万 | 减仓 |
| SO | SOUTHERN CO COM | $16.70万 | 0.01% | 1,730 | -5 | -0.3% | -$483 | 减仓 |
| VTC | VANGUARD TOTAL CORPORATE BOND ETF | $16.70万 | 0.01% | 2,174 | 1,004 | 85.8% | $7.71万 | 加仓 |
| MTBA | SIMPLIFY MBS ETF | $16.75万 | 0.01% | 3,387 | 22 | 0.7% | $1,088 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $16.77万 | 0.01% | 2,676 | -226 | -7.8% | -$1.42万 | 减仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $16.97万 | 0.01% | 3,416 | 271 | 8.6% | $1.35万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JAN/JUL ETF | $17.03万 | 0.01% | 5,063 | 182 | 3.7% | $6,122 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC CL A | $17.03万 | 0.01% | 2,467 | 2,467 | — | $17.03万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $17.10万 | 0.01% | 565 | 57 | 11.2% | $1.73万 | 加仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER | $17.11万 | 0.01% | 6,507 | 4,646 | 249.7% | $12.22万 | 加仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY | $17.26万 | 0.01% | 6,300 | 200 | 3.3% | $5,478 | 加仓 |