13F 机构持仓

CREATIVE FINANCIAL DESIGNS INC /ADV

KOKOMO IN · SEC CIK 0000819864

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$21.00亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTV 5.5%
VGIT 2.6%
BKIE 2.5%
PTL 2.2%
AAPL 1.9%
SPTS 1.8%
VONG 1.8%
TPIF 1.7%
AMZN 1.6%
LLY 1.6%

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
— FUSION FUEL GREEN PLC SHS CL A $310.00%11 00.0% — 不变
— TILRAY BRANDS INC COM $320.00%5 00.0% — 不变
STRZ STARZ ENTERTAINMENT CORP. COM $350.00%3 00.0% — 不变
MNA NYLI MERGER ARBITRAGE ETF $380.00%1 -3,051-100.0% -$11.59万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A $440.00%1 00.0% — 不变
ADX ADAMS DIVERSIFIED EQUITY FD COM $560.00%3 150.0% $19 加仓
— AVANOS MED INC COM $560.00%4 00.0% — 不变
— FILANA THERAPEUTICS INC COM $680.00%40 00.0% — 不变
— OATLY GROUP AB SPONSORED ADS $710.00%7 00.0% — 不变
MNKD MANNKIND CORP COM NEW $780.00%32 32— $78 新建仓
— EVOLUTION PETE CORP COM $800.00%17 00.0% — 不变
INCY INCYTE CORP COM $940.00%1 1— $94 新建仓
NVAX NOVAVAX INC COM NEW $980.00%12 00.0% — 不变
— AURORA CANNABIS INC COM $1010.00%31 00.0% — 不变
PATH UIPATH INC CL A $1110.00%10 -4-28.6% -$44 减仓
HRMY HARMONY BIOSCIENCES HLDGS INC COM $1120.00%4 4— $112 新建仓
ORA ORMAT TECHNOLOGIES INC COM $1120.00%1 1— $112 新建仓
NIQ NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES $1140.00%10 10— $114 新建仓
ZROZ PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND $1240.00%2 00.0% — 不变
GTX GARRETT MOTION INC COM $1270.00%7 00.0% — 不变
— NEUBERGER HIGH YIELD ST FD INC RT EXP 041526 $1280.00%16,000 16,000— $128 新建仓
S SENTINELONE INC CL A $1290.00%10 10— $129 新建仓
LYFT LYFT INC CL A COM $1330.00%10 00.0% — 不变
AMH AMERICAN HOMES 4 RENT CL A $1400.00%5 5— $140 新建仓
FIS FIDELITY NATL INFORMATION SVCS COM $1410.00%3 2200.0% $94 加仓
NU NU HLDGS LTD ORD SHS CL A $1440.00%10 00.0% — 不变
MAN MANPOWERGROUP INC WIS COM $1470.00%5 5— $147 新建仓
LILAK LIBERTY LATIN AMERICA LTD COM CL C $1500.00%17 00.0% — 不变
KMPR KEMPER CORP COM $1530.00%5 00.0% — 不变
JACK JACK IN THE BOX INC COM $1550.00%16 00.0% — 不变
LDOS LEIDOS HOLDINGS INC COM $1560.00%1 00.0% — 不变
ALGM ALLEGRO MICROSYSTEMS INC COM $1580.00%5 00.0% — 不变
CNC CENTENE CORP DEL COM $1640.00%5 00.0% — 不变
RYAN RYAN SPECIALTY HOLDINGS INC CL A $1690.00%5 00.0% — 不变
FCEL FUELCELL ENERGY INC COM NEW $1700.00%26 00.0% — 不变
VFC V F CORP COM $1700.00%10 00.0% — 不变
HUM HUMANA INC COM $1730.00%1 -2-66.7% -$346 减仓
HTO H2O AMERICA COM $1760.00%3 -6-66.7% -$352 减仓
BMNR BITMINE IMMERSION TECHS INC COM NEW $1780.00%9 00.0% — 不变
MSOS ADVISORSHARES PURE US CANNABIS ETF $1780.00%50 00.0% — 不变
DYN DYNE THERAPEUTICS INC COM $1810.00%10 10— $181 新建仓
UGI UGI CORP NEW COM $1820.00%5 00.0% — 不变
AAL AMERICAN AIRLINES GROUP INC COM $1830.00%17 00.0% — 不变
— GCI LIBERTY INC COM SER A $1840.00%5 00.0% — 不变
EQH EQUITABLE HLDGS INC COM $1860.00%5 5— $186 新建仓
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS $1880.00%10 00.0% — 不变
THC TENET HEALTHCARE CORP COM NEW $1890.00%1 00.0% — 不变
PPL PPL CORP COM $1910.00%5 00.0% — 不变
XIFR XPLR INFRASTRUCTURE LP COM UNIT PART IN $1910.00%18 18— $191 新建仓
KSS KOHLS CORP COM $1940.00%15 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE INC COM $1950.00%1 00.0% — 不变
EE EXCELERATE ENERGY INC CL A COM $2010.00%6 6— $201 新建仓
POOL POOL CORP COM $2020.00%1 1— $202 新建仓
ARMK ARAMARK COM $2030.00%5 -2,194-99.8% -$8.91万 减仓
— ELECTRONIC ARTS INC COM $2040.00%1 00.0% — 不变
POWI POWER INTEGRATIONS INC COM $2050.00%4 00.0% — 不变
GEN GEN DIGITAL INC COM $2070.00%11 11— $207 新建仓
— SEALED AIR CORP NEW COM $2100.00%5 00.0% — 不变
MDIV MULTI-ASSET DIVERSIFIED INCOME INDEX FUND $2100.00%13 00.0% — 不变
HEI/A HEICO CORP NEW CL A $2110.00%1 00.0% — 不变
— CAPITAL GROUP U.S. LARGE VALUE ETF $2140.00%8 6300.0% $160 加仓
ICL ICL GROUP LTD SHS $2160.00%42 00.0% — 不变
GFS GLOBALFOUNDRIES INC ORDINARY SHARES $2220.00%5 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC COM $2250.00%5 00.0% — 不变
— EXPRO GROUP HOLDINGS NV COM $2260.00%13 13— $226 新建仓
FNF FIDELITY NATL FINL INC COM SHS $2320.00%5 -11-68.8% -$510 重新持有
NOG NORTHERN OIL & GAS INC COM $2340.00%8 8— $234 新建仓
GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND $2390.00%4 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG $2390.00%6 00.0% — 不变
— FIRST TRUST DIVIDEND STRENGTH ETF $2410.00%4 00.0% — 不变
IVZ INVESCO LTD SHS $2430.00%10 00.0% — 不变
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD $2450.00%4 00.0% — 不变
NVST ENVISTA HOLDINGS CORPORATION COM $2540.00%10 00.0% — 不变
STN STANTEC INC COM $2590.00%3 -3-50.0% -$259 重新持有
TECH BIO-TECHNE CORP COM $2610.00%5 00.0% — 不变
BTQ BTQ TECHNOLOGIES CORP COM $2670.00%100 00.0% — 不变
CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF $2710.00%8 6300.0% $203 加仓
VMC VULCAN MATLS CO COM $2720.00%1 00.0% — 不变
BNS BANK NOVA SCOTIA B C COM $2770.00%4 00.0% — 不变
BMRN BIOMARIN PHARMACEUTICAL INC COM $2820.00%5 00.0% — 不变
CLS CELESTICA INC COM $2820.00%1 00.0% — 不变
SANA SANA BIOTECHNOLOGY INC COM $2880.00%100 00.0% — 不变
FOXA FOX CORP CL A COM $2920.00%5 00.0% — 不变
OPLN OPENLANE INC COM $2920.00%10 00.0% — 不变
ALOY REALLOYS INC COM $2930.00%30 30— $293 新建仓
SPPP SPROTT ASSET MANAGEMENT LP PHYSICAL PLATINU $2950.00%19 -51-72.9% -$792 减仓
NWL NEWELL BRANDS INC COM $2950.00%86 -40-31.7% -$137 减仓
GPK GRAPHIC PACKAGING HLDG CO COM $2980.00%30 1050.0% $99 加仓
JLL JONES LANG LASALLE INC COM $3040.00%1 00.0% — 不变
KGC KINROSS GOLD CORP COM $3050.00%10 00.0% — 不变
CWH CAMPING WORLD HLDGS INC CL A $3070.00%45 00.0% — 不变
DAR DARLING INGREDIENTS INC COM $3090.00%5 00.0% — 不变
ON ON SEMICONDUCTOR CORP COM $3100.00%5 -64-92.8% -$3,968 减仓
AGI ALAMOS GOLD INC COM CL A $3110.00%7 00.0% — 不变
CNS COHEN & STEERS INC COM $3130.00%5 00.0% — 不变
PARR PAR PAC HOLDINGS INC COM NEW $3130.00%5 5— $313 新建仓
CVNA CARVANA CO CL A $3140.00%1 00.0% — 不变
AVTR AVANTOR INC COM $3140.00%40 40— $314 新建仓
HRB BLOCK H & R INC COM $3170.00%10 10— $317 新建仓
IOT SAMSARA INC COM CL A $3170.00%10 10— $317 新建仓