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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $16.10万 | 0.01% | 664 | 0 | 0.0% | — | 不变 |
| VTC | VANGUARD TOTAL CORPORATE BOND ETF | $16.12万 | 0.01% | 2,099 | -75 | -3.4% | -$5,761 | 减仓 |
| SO | SOUTHERN CO COM | $16.13万 | 0.01% | 1,685 | -45 | -2.6% | -$4,307 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $16.14万 | 0.01% | 9,305 | -200 | -2.1% | -$3,470 | 减仓 |
| OAIM | ONEASCENT INTERNATIONAL EQUITY ETF | $16.20万 | 0.01% | 3,387 | -116 | -3.3% | -$5,548 | 减仓 |
| PALL | ABRDN PHYSICAL PALLADIUM SHARES ETF | $16.25万 | 0.01% | 7,359 | 1,469 | 24.9% | $3.24万 | 加仓 |
| CI | THE CIGNA GROUP COM | $16.28万 | 0.01% | 590 | 351 | 146.9% | $9.68万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO COM | $16.30万 | 0.01% | 2,112 | 9 | 0.4% | $695 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $16.34万 | 0.01% | 3,357 | -485 | -12.6% | -$2.36万 | 减仓 |
| VIRT | VIRTU FINL INC CL A | $16.42万 | 0.01% | 2,756 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $16.44万 | 0.01% | 1,990 | 341 | 20.7% | $2.82万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $16.51万 | 0.01% | 550 | 15 | 2.8% | $4,503 | 加仓 |
| MTBA | SIMPLIFY MBS ETF | $16.72万 | 0.01% | 3,408 | 21 | 0.6% | $1,031 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $16.73万 | 0.01% | 2,963 | -86 | -2.8% | -$4,857 | 减仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $16.74万 | 0.01% | 2,803 | -375 | -11.8% | -$2.24万 | 减仓 |
| GPGI | GPGI INC COM CL A | $16.80万 | 0.01% | 10,598 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $16.89万 | 0.01% | 412 | -32 | -7.2% | -$1.31万 | 减仓 |
| PPH | VANECK PHARMACEUTICAL ETF | $16.91万 | 0.01% | 1,546 | -340 | -18.0% | -$3.72万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $16.99万 | 0.01% | 535 | -23 | -4.1% | -$7,302 | 减仓 |
| AIS | VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF | $17.06万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP COM | $17.13万 | 0.01% | 6,901 | -29,478 | -81.0% | -$73.16万 | 减仓 |
| EYLD | CAMBRIA EMERGING SHAREHOLDER YIELD ETF | $17.21万 | 0.01% | 3,789 | 178 | 4.9% | $8,083 | 加仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $17.31万 | 0.01% | 2,303 | -4,451 | -65.9% | -$33.46万 | 减仓 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $17.36万 | 0.01% | 888 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP COM | $17.45万 | 0.01% | 16,624 | 378 | 2.3% | $3,969 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $17.48万 | 0.01% | 1,867 | 2 | 0.1% | $187 | 加仓 |
| ALL | ALLSTATE CORP COM | $17.51万 | 0.01% | 736 | 497 | 207.9% | $11.83万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $17.57万 | 0.01% | 1,496 | 243 | 19.4% | $2.85万 | 加仓 |
| TSN | TYSON FOODS INC CL A | $17.63万 | 0.01% | 3,079 | -32 | -1.0% | -$1,832 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $17.68万 | 0.01% | 650 | 650 | — | $17.68万 | 新建仓 |
| DEHP | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | $17.71万 | 0.01% | 4,140 | 4,140 | — | $17.71万 | 新建仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER | $17.79万 | 0.01% | 6,459 | -48 | -0.7% | -$1,322 | 减仓 |
| MDB | MONGODB INC CL A | $17.80万 | 0.01% | 530 | 500 | 1,666.7% | $16.80万 | 加仓 |
| — | FRANKLIN FTSE EUROZONE ETF | $17.87万 | 0.01% | 4,991 | 4,991 | — | $17.87万 | 新建仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - DECEMBER | $17.87万 | 0.01% | 5,950 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $17.95万 | 0.01% | 531 | -34 | -6.0% | -$1.15万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $17.98万 | 0.01% | 1,072 | 126 | 13.3% | $2.11万 | 加仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $17.99万 | 0.01% | 3,344 | -72 | -2.1% | -$3,872 | 减仓 |
| BP | BP PLC SPONSORED ADR | $18.18万 | 0.01% | 4,921 | -1,413 | -22.3% | -$5.22万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF | $18.43万 | 0.01% | 5,175 | -14 | -0.3% | -$499 | 减仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $18.45万 | 0.01% | 2,036 | 2,011 | 8,044.0% | $18.22万 | 加仓 |
| NYM | AB NEW YORK INTERMEDIATE MUNICIPAL ETF | $18.80万 | 0.01% | 7,482 | 801 | 12.0% | $2.01万 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $18.89万 | 0.01% | 1,194 | 797 | 200.8% | $12.61万 | 加仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY | $19.11万 | 0.01% | 6,300 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $19.12万 | 0.01% | 3,639 | -112 | -3.0% | -$5,885 | 减仓 |
| FDEC | FT VEST US EQUITY BUFFER ETF - DECEMBER | $19.13万 | 0.01% | 3,513 | 583 | 19.9% | $3.18万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $19.19万 | 0.01% | 1,643 | 10 | 0.6% | $1,168 | 加仓 |
| RWO | SPDR DJ GLOBAL REAL ESTATE ETF | $19.36万 | 0.01% | 3,895 | 284 | 7.9% | $1.41万 | 加仓 |
| RKLB | ROCKET LAB CORP COM | $19.73万 | 0.01% | 1,941 | 1,741 | 870.5% | $17.70万 | 加仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $19.94万 | 0.01% | 8,946 | 2,141 | 31.5% | $4.77万 | 加仓 |
| PSX | PHILLIPS 66 COM | $20.03万 | 0.01% | 1,185 | 28 | 2.4% | $4,733 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $20.09万 | 0.01% | 1,841 | 1 | 0.1% | $109 | 加仓 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $20.12万 | 0.01% | 2,000 | 2,000 | — | $20.12万 | 新建仓 |
| NET | CLOUDFLARE INC CL A COM | $20.21万 | 0.01% | 824 | 50 | 6.5% | $1.23万 | 加仓 |
| EVIM | EATON VANCE INTERMEDIATE MUNICIPAL INCOME ETF | $20.26万 | 0.01% | 3,804 | -1,800 | -32.1% | -$9.59万 | 减仓 |
| WULF | TERAWULF INC COM | $20.35万 | 0.01% | 8,240 | 2,100 | 34.2% | $5.19万 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $20.38万 | 0.01% | 4,114 | 3,873 | 1,607.1% | $19.19万 | 加仓 |
| IGLD | FT VEST GOLD STRATEGY TARGET INCOME ETF | $20.43万 | 0.01% | 9,700 | 1,693 | 21.1% | $3.57万 | 加仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER | $20.45万 | 0.01% | 7,547 | -1,041 | -12.1% | -$2.82万 | 减仓 |
| CNI | CANADIAN NATL RY CO COM | $20.51万 | 0.01% | 1,720 | -18 | -1.0% | -$2,146 | 减仓 |
| TBUX | T. ROWE PRICE ULTRA SHORT-TERM BOND ETF | $20.55万 | 0.01% | 4,129 | 3,413 | 476.7% | $16.99万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $20.58万 | 0.01% | 4,317 | 19 | 0.4% | $906 | 加仓 |
| — | NEUBERGER HIGH YIELD ST FD INC COM | $20.59万 | 0.01% | 33,000 | 17,000 | 106.2% | $10.61万 | 加仓 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JANUARY | $20.63万 | 0.01% | 7,373 | -676 | -8.4% | -$1.89万 | 减仓 |
| IGF | ISHARES TRUST S&P GLOBAL INFRASTRUCTUR | $20.76万 | 0.01% | 3,117 | 29 | 0.9% | $1,932 | 加仓 |
| LNG | CHENIERE ENERGY INC | $20.90万 | 0.01% | 875 | 27 | 3.2% | $6,450 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $21.01万 | 0.01% | 539 | 207 | 62.3% | $8.07万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $21.12万 | 0.01% | 1,025 | 0 | 0.0% | — | 不变 |
| LB | LANDBRIDGE COMPANY LLC CL A | $21.15万 | 0.01% | 2,669 | 202 | 8.2% | $1.60万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $21.39万 | 0.01% | 5,636 | 1,630 | 40.7% | $6.19万 | 加仓 |
| JNK | SPDR HIGH YIELD BOND ETF | $21.42万 | 0.01% | 2,223 | 975 | 78.1% | $9.40万 | 加仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $21.48万 | 0.01% | 4,464 | 38 | 0.9% | $1,829 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $21.53万 | 0.01% | 505 | -50 | -9.0% | -$2.13万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $21.54万 | 0.01% | 419 | 164 | 64.3% | $8.43万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $21.60万 | 0.01% | 1,509 | -159 | -9.5% | -$2.28万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $21.64万 | 0.01% | 3,756 | 687 | 22.4% | $3.96万 | 加仓 |
| ALAI | ALGER AI ENABLERS & ADOPTERS ETF | $21.98万 | 0.01% | 4,816 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $22.08万 | 0.01% | 1,273 | 78 | 6.5% | $1.35万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $22.19万 | 0.01% | 5,915 | 269 | 4.8% | $1.01万 | 加仓 |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $22.23万 | 0.01% | 4,377 | 4,377 | — | $22.23万 | 新建仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $22.39万 | 0.01% | 2,280 | -72 | -3.1% | -$7,072 | 减仓 |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | $22.61万 | 0.01% | 16,003 | 7,323 | 84.4% | $10.35万 | 加仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $22.67万 | 0.01% | 5,650 | 5,650 | — | $22.67万 | 新建仓 |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | $22.84万 | 0.01% | 1,583 | 1,583 | — | $22.84万 | 新建仓 |
| KRP | KIMBELL RTY PARTNERS LP UNIT | $22.88万 | 0.01% | 15,745 | 15,745 | — | $22.88万 | 新建仓 |
| PJUN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $22.89万 | 0.01% | 5,295 | 500 | 10.4% | $2.16万 | 加仓 |
| DIS | DISNEY WALT CO COM | $23.16万 | 0.01% | 2,406 | 28 | 1.2% | $2,695 | 加仓 |
| FTMS | FRANKLIN SHORT-TERM MUNICIPAL INCOME ETF | $23.32万 | 0.01% | 23,450 | -11,700 | -33.3% | -$11.64万 | 减仓 |
| XEMD | BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF | $23.50万 | 0.01% | 5,232 | 5,232 | — | $23.50万 | 新建仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE | $23.63万 | 0.01% | 8,625 | 8,625 | — | $23.63万 | 新建仓 |
| TSSI | TSS INC DEL COM | $23.86万 | 0.01% | 19,400 | -5,250 | -21.3% | -$6.46万 | 减仓 |
| APRW | ALLIANZIM U.S. EQUITY BUFFER20 APR ETF | $23.87万 | 0.01% | 6,426 | -90 | -1.4% | -$3,343 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $23.95万 | 0.01% | 619 | 4 | 0.7% | $1,548 | 加仓 |
| MWA | MUELLER WTR PRODS INC COM SER A | $23.97万 | 0.01% | 9,279 | 2,413 | 35.1% | $6.23万 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $23.99万 | 0.01% | 4,721 | 234 | 5.2% | $1.19万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | $24.05万 | 0.01% | 41,607 | 8,857 | 27.0% | $5.12万 | 加仓 |
| EVSM | EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF | $24.38万 | 0.01% | 4,845 | -2,280 | -32.0% | -$11.47万 | 减仓 |
| AGNC | AGNC INVT CORP COM | $24.40万 | 0.01% | 22,386 | 5,000 | 28.8% | $5.45万 | 加仓 |
| URI | UNITED RENTALS INC COM | $24.50万 | 0.01% | 216 | 41 | 23.4% | $4.65万 | 加仓 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $24.52万 | 0.01% | 2,487 | 131 | 5.6% | $1.29万 | 加仓 |