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 |
|---|---|---|---|---|---|---|---|---|
| — | ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF | $17.27万 | 0.01% | 5,189 | -347 | -6.3% | -$1.15万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $17.28万 | 0.01% | 3,049 | 60 | 2.0% | $3,401 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $17.40万 | 0.01% | 1,840 | -48 | -2.5% | -$4,540 | 减仓 |
| AGNC | AGNC INVT CORP COM | $17.44万 | 0.01% | 17,386 | -9,000 | -34.1% | -$9.03万 | 减仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $17.57万 | 0.01% | 3,215 | 3,215 | — | $17.57万 | 新建仓 |
| CNI | CANADIAN NATL RY CO COM | $17.86万 | 0.01% | 1,738 | 458 | 35.8% | $4.71万 | 加仓 |
| NEM | NEWMONT CORP COM | $17.97万 | 0.01% | 1,660 | 13 | 0.8% | $1,407 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $18.01万 | 0.01% | 615 | -7 | -1.1% | -$2,050 | 减仓 |
| GPGI | GPGI INC COM CL A | $18.12万 | 0.01% | 10,598 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $18.40万 | 0.01% | 3,331 | 1,195 | 55.9% | $6.60万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $18.61万 | 0.01% | 3,069 | -54 | -1.7% | -$3,275 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $18.83万 | 0.01% | 4,298 | 19 | 0.4% | $833 | 加仓 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $18.87万 | 0.01% | 2,356 | 839 | 55.3% | $6.72万 | 加仓 |
| MWA | MUELLER WTR PRODS INC COM SER A | $18.88万 | 0.01% | 6,866 | 624 | 10.0% | $1.72万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $18.90万 | 0.01% | 1,633 | 431 | 35.9% | $4.99万 | 加仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $18.94万 | 0.01% | 1,195 | 29 | 2.5% | $4,597 | 加仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $19.00万 | 0.01% | 3,178 | -731 | -18.7% | -$4.37万 | 减仓 |
| WAT | WATERS CORP COM | $19.21万 | 0.01% | 645 | 252 | 64.1% | $7.50万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $19.25万 | 0.01% | 1,055 | 85 | 8.8% | $1.55万 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $19.52万 | 0.01% | 3,842 | -228 | -5.6% | -$1.16万 | 减仓 |
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | $19.57万 | 0.01% | 4,333 | 686 | 18.8% | $3.10万 | 加仓 |
| PPH | VANECK PHARMACEUTICAL ETF | $19.59万 | 0.01% | 1,886 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $19.63万 | 0.01% | 3,751 | 150 | 4.2% | $7,850 | 加仓 |
| NFG | NATIONAL FUEL GAS CO COM | $19.76万 | 0.01% | 2,103 | -70 | -3.2% | -$6,578 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $19.88万 | 0.01% | 8,729 | -2,087 | -19.3% | -$4.75万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $19.88万 | 0.01% | 946 | 111 | 13.3% | $2.33万 | 加仓 |
| TSN | TYSON FOODS INC CL A | $19.93万 | 0.01% | 3,111 | 1,186 | 61.6% | $7.60万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | $19.98万 | 0.01% | 6,550 | 402 | 6.5% | $1.23万 | 加仓 |
| PJUN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $20.06万 | 0.01% | 4,795 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC COM | $20.09万 | 0.01% | 1,025 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $20.19万 | 0.01% | 327 | -130 | -28.4% | -$8.03万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $20.27万 | 0.01% | 5,646 | -267 | -4.5% | -$9,585 | 减仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $20.34万 | 0.01% | 2,575 | 75 | 3.0% | $5,924 | 加仓 |
| IGLD | FT VEST GOLD STRATEGY TARGET INCOME ETF | $20.44万 | 0.01% | 8,007 | -234 | -2.8% | -$5,974 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $20.46万 | 0.01% | 6,669 | 490 | 7.9% | $1.50万 | 加仓 |
| SGVT | SCHWAB GOVERNMENT MONEY MARKET ETF | $20.52万 | 0.01% | 2,037 | 31 | 1.5% | $3,122 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $20.52万 | 0.01% | 1,496 | 321 | 27.3% | $4.40万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $20.57万 | 0.01% | 555 | -6 | -1.1% | -$2,224 | 减仓 |
| CPER | UNITED STATES COPPER INDEX FUND | $20.59万 | 0.01% | 5,981 | 3,351 | 127.4% | $11.54万 | 加仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $20.69万 | 0.01% | 4,426 | 522 | 13.4% | $2.44万 | 加仓 |
| IGF | ISHARES TRUST S&P GLOBAL INFRASTRUCTUR | $20.69万 | 0.01% | 3,088 | -1,245 | -28.7% | -$8.34万 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $20.78万 | 0.01% | 835 | -299 | -26.4% | -$7.44万 | 减仓 |
| TLN | TALEN ENERGY CORP COM | $20.85万 | 0.01% | 653 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $21.06万 | 0.01% | 2,615 | 18 | 0.7% | $1,450 | 加仓 |
| PSX | PHILLIPS 66 COM | $21.08万 | 0.01% | 1,157 | -23 | -1.9% | -$4,190 | 减仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER | $21.31万 | 0.01% | 8,588 | -5,245 | -37.9% | -$13.02万 | 减仓 |
| FYLD | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | $21.37万 | 0.01% | 5,725 | -507 | -8.1% | -$1.89万 | 减仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $21.66万 | 0.01% | 2,306 | -740 | -24.3% | -$6.95万 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $21.67万 | 0.01% | 14,164 | -1,264 | -8.2% | -$1.93万 | 减仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $21.82万 | 0.01% | 2,452 | 1,577 | 180.2% | $14.04万 | 加仓 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JANUARY | $21.84万 | 0.01% | 8,049 | 451 | 5.9% | $1.22万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $21.85万 | 0.01% | 1,668 | -5,972 | -78.2% | -$78.23万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $22.16万 | 0.01% | 2,352 | -41 | -1.7% | -$3,863 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $22.18万 | 0.01% | 566 | 81 | 16.7% | $3.17万 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $22.42万 | 0.01% | 4,487 | -95 | -2.1% | -$4,747 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $22.46万 | 0.01% | 1,091 | 19 | 1.8% | $3,911 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $22.74万 | 0.01% | 4,025 | 105 | 2.7% | $5,933 | 加仓 |
| DIS | DISNEY WALT CO COM | $22.92万 | 0.01% | 2,378 | 135 | 6.0% | $1.30万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $23.03万 | 0.01% | 14,019 | 3,854 | 37.9% | $6.33万 | 加仓 |
| APRW | ALLIANZIM U.S. EQUITY BUFFER20 APR ETF | $23.05万 | 0.01% | 6,516 | 24 | 0.4% | $849 | 加仓 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $23.11万 | 0.01% | 8,962 | 4,891 | 120.1% | $12.61万 | 加仓 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER | $23.33万 | 0.01% | 6,100 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $23.37万 | 0.01% | 4,110 | 2,010 | 95.7% | $11.43万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $23.44万 | 0.01% | 2,259 | 509 | 29.1% | $5.28万 | 加仓 |
| CSL | CARLISLE COS INC COM | $23.52万 | 0.01% | 705 | -12 | -1.7% | -$4,003 | 减仓 |
| PMAY | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | $23.68万 | 0.01% | 5,930 | 750 | 14.5% | $3.00万 | 加仓 |
| APH | AMPHENOL CORP CL A | $23.76万 | 0.01% | 1,880 | 214 | 12.8% | $2.70万 | 加仓 |
| TNC | TENNANT CO COM | $23.79万 | 0.01% | 3,583 | 916 | 34.3% | $6.08万 | 加仓 |
| O | REALTY INCOME CORP COM | $23.97万 | 0.01% | 3,918 | -11,101 | -73.9% | -$67.92万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $24.06万 | 0.01% | 848 | -78 | -8.4% | -$2.21万 | 减仓 |
| DXYZ | DESTINY TECH100 INC COM SHS | $24.07万 | 0.01% | 8,987 | 2,160 | 31.6% | $5.78万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $24.16万 | 0.01% | 1,886 | 715 | 61.1% | $9.16万 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $24.19万 | 0.01% | 1,398 | 1,201 | 609.6% | $20.78万 | 加仓 |
| — | PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF | $24.19万 | 0.01% | 5,055 | -574 | -10.2% | -$2.75万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $24.34万 | 0.01% | 2,590 | 75 | 3.0% | $7,049 | 加仓 |
| — | ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF | $24.49万 | 0.01% | 6,173 | 1,154 | 23.0% | $4.58万 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $24.52万 | 0.01% | 3,165 | 1,268 | 66.8% | $9.82万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $24.70万 | 0.02% | 12,797 | 2,127 | 19.9% | $4.11万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $24.72万 | 0.02% | 4,228 | 103 | 2.5% | $6,022 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $24.86万 | 0.02% | 1,079 | -243 | -18.4% | -$5.60万 | 减仓 |
| VST | VISTRA CORP COM | $24.89万 | 0.02% | 1,656 | 184 | 12.5% | $2.77万 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $25.07万 | 0.02% | 5,395 | 1,336 | 32.9% | $6.21万 | 加仓 |
| IBHF | ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | $25.08万 | 0.02% | 10,930 | 36 | 0.3% | $826 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $25.19万 | 0.02% | 1,211 | -51 | -4.0% | -$1.06万 | 减仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $25.37万 | 0.02% | 6,768 | 2,912 | 75.5% | $10.92万 | 加仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $25.88万 | 0.02% | 2,946 | -339 | -10.3% | -$2.98万 | 减仓 |
| BDVL | ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT | $26.08万 | 0.02% | 10,582 | 10,582 | — | $26.08万 | 新建仓 |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $26.23万 | 0.02% | 2,284 | 0 | 0.0% | — | 不变 |
| SCHQ | SCHWAB LONG-TERM U.S. TREASURY ETF | $26.34万 | 0.02% | 8,379 | 3,546 | 73.4% | $11.15万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $26.93万 | 0.02% | 2,193 | 254 | 13.1% | $3.12万 | 加仓 |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | $27.24万 | 0.02% | 6,269 | 211 | 3.5% | $9,167 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $27.24万 | 0.02% | 1,954 | 202 | 11.5% | $2.82万 | 加仓 |
| FEZ | STATE STREET SPDR EURO STOXX 50 ETF | $27.32万 | 0.02% | 4,401 | -795 | -15.3% | -$4.94万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $27.45万 | 0.02% | 1,014 | 107 | 11.8% | $2.90万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $27.50万 | 0.02% | 3,174 | -87 | -2.7% | -$7,538 | 减仓 |
| EBND | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $27.54万 | 0.02% | 13,343 | 236 | 1.8% | $4,871 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $27.72万 | 0.02% | 871 | -32 | -3.5% | -$1.02万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP COM | $27.75万 | 0.02% | 2,567 | 320 | 14.2% | $3.46万 | 加仓 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $27.91万 | 0.02% | 8,199 | -1,675 | -17.0% | -$5.70万 | 减仓 |
| NUE | NUCOR CORP COM | $28.28万 | 0.02% | 1,672 | -38 | -2.2% | -$6,427 | 减仓 |