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 |
|---|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH CORP COM | $24.82万 | 0.01% | 2,399 | 77 | 3.3% | $7,966 | 加仓 |
| IBHF | ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | $24.88万 | 0.01% | 10,984 | 54 | 0.5% | $1,223 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $24.91万 | 0.01% | 8,493 | -236 | -2.7% | -$6,922 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $24.91万 | 0.01% | 4,984 | 1,069 | 27.3% | $5.34万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $24.95万 | 0.01% | 13,047 | 250 | 2.0% | $4,780 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $24.95万 | 0.01% | 2,704 | 114 | 4.4% | $1.05万 | 加仓 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER | $25.08万 | 0.01% | 6,100 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $25.08万 | 0.01% | 863 | 28 | 3.4% | $8,138 | 加仓 |
| CSL | CARLISLE COS INC COM | $25.10万 | 0.01% | 692 | -13 | -1.8% | -$4,715 | 减仓 |
| PSFF | PACER SWAN SOS FUND OF FUNDS ETF | $25.52万 | 0.01% | 7,439 | 7,158 | 2,547.3% | $24.56万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $25.58万 | 0.01% | 1,275 | 220 | 20.9% | $4.41万 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $25.71万 | 0.01% | 4,363 | 1,229 | 39.2% | $7.24万 | 加仓 |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $25.77万 | 0.01% | 2,284 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $26.01万 | 0.01% | 2,932 | 480 | 19.6% | $4.26万 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL COM | $26.09万 | 0.01% | 8,705 | -194 | -2.2% | -$5,814 | 减仓 |
| AGIX | KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF | $26.35万 | 0.01% | 5,619 | 5,619 | — | $26.35万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP COM | $26.38万 | 0.01% | 413 | 130 | 45.9% | $8.30万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $26.55万 | 0.01% | 377 | 50 | 15.3% | $3.52万 | 加仓 |
| TPB | TURNING PT BRANDS INC COM | $26.76万 | 0.01% | 3,155 | 3,155 | — | $26.76万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $26.77万 | 0.01% | 4,335 | 107 | 2.5% | $6,608 | 加仓 |
| BDVL | ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT | $26.84万 | 0.01% | 10,332 | -250 | -2.4% | -$6,495 | 减仓 |
| BA | BOEING CO COM | $27.06万 | 0.01% | 1,250 | -335 | -21.1% | -$7.25万 | 减仓 |
| WAT | WATERS CORP COM | $27.08万 | 0.01% | 722 | 77 | 11.9% | $2.89万 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $27.21万 | 0.01% | 13,621 | -543 | -3.8% | -$1.08万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $27.51万 | 0.01% | 1,879 | -7 | -0.4% | -$1,025 | 减仓 |
| LIN | LINDE PLC SHS | $27.70万 | 0.01% | 534 | 260 | 94.9% | $13.49万 | 加仓 |
| ALAB | ASTERA LABS INC COM | $27.87万 | 0.01% | 577 | 2 | 0.3% | $966 | 加仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $27.99万 | 0.01% | 2,927 | -19 | -0.6% | -$1,817 | 减仓 |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | $28.29万 | 0.01% | 6,506 | 237 | 3.8% | $1.03万 | 加仓 |
| O | REALTY INCOME CORP COM | $28.44万 | 0.01% | 4,590 | 672 | 17.2% | $4.16万 | 加仓 |
| PMAY | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | $28.62万 | 0.01% | 6,930 | 1,000 | 16.9% | $4.13万 | 加仓 |
| DIVB | ISHARES CORE DIVIDEND ETF | $28.73万 | 0.01% | 4,664 | 4,664 | — | $28.73万 | 新建仓 |
| — | ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF | $28.88万 | 0.01% | 6,720 | 547 | 8.9% | $2.35万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $28.89万 | 0.01% | 5,540 | 2,208 | 66.3% | $11.51万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $29.01万 | 0.01% | 1,079 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP COM | $29.09万 | 0.01% | 757 | 104 | 15.9% | $4.00万 | 加仓 |
| BTAL | AGF U.S. MARKET NEUTRAL ANTI-BETA FUND | $29.22万 | 0.01% | 26,205 | -3,219 | -10.9% | -$3.59万 | 减仓 |
| SHY | ISHARES 1-3 YR TREASURY BOND ETF | $29.41万 | 0.01% | 3,582 | 106 | 3.0% | $8,704 | 加仓 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $29.53万 | 0.01% | 7,981 | -218 | -2.7% | -$8,066 | 减仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $29.78万 | 0.01% | 2,896 | -412 | -12.5% | -$4.24万 | 减仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $29.88万 | 0.01% | 6,116 | 5,873 | 2,416.9% | $28.70万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $29.91万 | 0.01% | 13,976 | -43 | -0.3% | -$920 | 减仓 |
| TECL | DIREXION DAILY TECHNOLOGY BULL 3X ETF | $29.97万 | 0.01% | 1,299 | -124 | -8.7% | -$2.86万 | 减仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $30.01万 | 0.01% | 6,930 | 354 | 5.4% | $1.53万 | 加仓 |
| — | PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF | $30.29万 | 0.01% | 5,463 | 408 | 8.1% | $2.26万 | 加仓 |
| PATN | PACER NASDAQ INTERNATIONAL PATENT LEADERS ETF | $30.37万 | 0.01% | 8,170 | 5,970 | 271.4% | $22.19万 | 加仓 |
| TNC | TENNANT CO COM | $30.41万 | 0.01% | 3,474 | -109 | -3.0% | -$9,541 | 减仓 |
| AKRE | AKRE FOCUS ETF | $30.50万 | 0.01% | 5,734 | 5,302 | 1,227.3% | $28.20万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $30.67万 | 0.01% | 3,213 | 39 | 1.2% | $3,722 | 加仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $30.79万 | 0.01% | 11,382 | 1,377 | 13.8% | $3.72万 | 加仓 |
| EBND | STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $30.89万 | 0.01% | 14,767 | 1,424 | 10.7% | $2.98万 | 加仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $30.94万 | 0.01% | 7,072 | 304 | 4.5% | $1.33万 | 加仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - MAY | $31.03万 | 0.01% | 10,500 | 10,500 | — | $31.03万 | 新建仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $31.06万 | 0.01% | 1,262 | 171 | 15.7% | $4.21万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $31.16万 | 0.01% | 8,477 | -626 | -6.9% | -$2.30万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $31.30万 | 0.01% | 855 | -16 | -1.8% | -$5,857 | 减仓 |
| — | WESTERN ASSET INFLT LNK INC FD COM SH BEN INT | $31.36万 | 0.01% | 38,573 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB HIGH YIELD BOND ETF | $31.47万 | 0.01% | 12,019 | 795 | 7.1% | $2.08万 | 加仓 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $32.10万 | 0.02% | 13,646 | 8,205 | 150.8% | $19.30万 | 加仓 |
| AGG | ISHARES AGGREGATE BOND ETF | $32.15万 | 0.02% | 3,249 | 234 | 7.8% | $2.32万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $32.48万 | 0.02% | 451 | 320 | 244.3% | $23.04万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $32.54万 | 0.02% | 1,711 | -50 | -2.8% | -$9,509 | 减仓 |
| PEY | INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $32.83万 | 0.02% | 14,163 | 14,163 | — | $32.83万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $32.86万 | 0.02% | 971 | 79 | 8.9% | $2.67万 | 加仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $32.87万 | 0.02% | 8,100 | 242 | 3.1% | $9,822 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $33.12万 | 0.02% | 9,016 | -100 | -1.1% | -$3,673 | 减仓 |
| SCCO | SOUTHERN COPPER CORP COM | $33.19万 | 0.02% | 1,905 | 199 | 11.7% | $3.47万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $33.22万 | 0.02% | 2,022 | 2 | 0.1% | $329 | 加仓 |
| DXYZ | DESTINY TECH100 INC COM SHS | $33.23万 | 0.02% | 12,900 | 3,913 | 43.5% | $10.08万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $33.23万 | 0.02% | 1,945 | 1,945 | — | $33.23万 | 新建仓 |
| TOPT | ISHARES TOP 20 U.S. STOCKS ETF | $33.29万 | 0.02% | 10,113 | 9,516 | 1,594.0% | $31.33万 | 加仓 |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | $33.32万 | 0.02% | 3,573 | -30 | -0.8% | -$2,797 | 减仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $33.32万 | 0.02% | 13,393 | -935 | -6.5% | -$2.33万 | 减仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $33.49万 | 0.02% | 5,810 | 1,700 | 41.4% | $9.80万 | 加仓 |
| DFGX | DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF | $33.49万 | 0.02% | 6,249 | 6,249 | — | $33.49万 | 新建仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND FUND | $33.68万 | 0.02% | 6,990 | -785 | -10.1% | -$3.78万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $34.07万 | 0.02% | 2,696 | 742 | 38.0% | $9.38万 | 加仓 |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETF | $34.82万 | 0.02% | 5,852 | 3,904 | 200.4% | $23.23万 | 加仓 |
| FUL | FULLER H B CO COM | $34.94万 | 0.02% | 5,994 | 259 | 4.5% | $1.51万 | 加仓 |
| CSPF | COHEN & STEERS PREFERRED AND INCOME OPPORTUNITIES ACTIVE ETF | $34.97万 | 0.02% | 13,407 | 1,604 | 13.6% | $4.18万 | 加仓 |
| AIA | ISHARES ASIA 50 ETF | $35.00万 | 0.02% | 2,471 | 2,471 | — | $35.00万 | 新建仓 |
| NWN | NORTHWEST NAT HLDG CO COM | $35.16万 | 0.02% | 7,166 | -487 | -6.4% | -$2.39万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $35.24万 | 0.02% | 11,113 | 4,444 | 66.6% | $14.09万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $35.27万 | 0.02% | 1,687 | 743 | 78.7% | $15.53万 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $35.36万 | 0.02% | 1,238 | 27 | 2.2% | $7,711 | 加仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $35.50万 | 0.02% | 13,561 | 788 | 6.2% | $2.06万 | 加仓 |
| SBND | COLUMBIA SHORT DURATION BOND ETF | $35.58万 | 0.02% | 18,930 | 18,613 | 5,871.6% | $34.98万 | 加仓 |
| PFE | PFIZER INC COM | $35.74万 | 0.02% | 14,841 | 334 | 2.3% | $8,042 | 加仓 |
| COP | CONOCOPHILLIPS COM | $35.92万 | 0.02% | 3,456 | 54 | 1.6% | $5,613 | 加仓 |
| FSS | FEDERAL SIGNAL CORP COM | $36.05万 | 0.02% | 2,806 | 239 | 9.3% | $3.07万 | 加仓 |
| SGVT | SCHWAB GOVERNMENT MONEY MARKET ETF | $36.08万 | 0.02% | 3,581 | 1,544 | 75.8% | $15.55万 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $36.15万 | 0.02% | 3,268 | -378 | -10.4% | -$4.18万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MKTS | $36.20万 | 0.02% | 4,370 | -3,906 | -47.2% | -$32.36万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $36.46万 | 0.02% | 4,531 | 506 | 12.6% | $4.07万 | 加仓 |
| CPER | UNITED STATES COPPER INDEX FUND | $36.52万 | 0.02% | 9,680 | 3,699 | 61.8% | $13.96万 | 加仓 |
| NUE | NUCOR CORP COM | $36.75万 | 0.02% | 1,650 | -22 | -1.3% | -$4,900 | 减仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $37.23万 | 0.02% | 4,836 | 3,634 | 302.3% | $27.97万 | 加仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $37.62万 | 0.02% | 7,115 | 7,115 | — | $37.62万 | 新建仓 |
| BSV | VANGUARD SHORT TERM BOND | $37.66万 | 0.02% | 4,834 | 456 | 10.4% | $3.55万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $37.85万 | 0.02% | 1,249 | 799 | 177.6% | $24.21万 | 加仓 |