13F 机构持仓

CREATIVE FINANCIAL DESIGNS INC /ADV

KOKOMO IN · SEC CIK 0000819864

2026Q22026Q1 更早 9 个季度 🔒
$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
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 4.6%
BKIE 2.4%
VGIT 2.2%
ELCV 1.9%
AAPL 1.7%
LLY 1.7%
PTL 1.6%
GARP 1.6%
AMZN 1.5%
BIBL 1.4%

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
— ETC CABANA TARGET DRAWDOWN 10 ETF $00.00%0 0— — 清仓
MPT MEDICAL PROPERTIES TRUST INC COM $00.00%0 0— — 清仓
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z $10.00%6 3100.0% $0 加仓
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 A $20.00%6 3100.0% $1 加仓
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 K $30.00%6 3100.0% $2 加仓
EXP EAGLE MATLS INC COM $30.00%0 0— -$2 清仓
— CHARGEPOINT HOLDINGS INC COM SHS $60.00%1 00.0% — 不变
IPAR INTERPARFUMS INC COM $70.00%0 0— -$6 清仓
— AIM IMMUNOTECH INC COM NEW $90.00%30 00.0% — 不变
— KNIGHTSCOPE INC CL A NEW $160.00%8 4100.0% $8 加仓
— TILRAY BRANDS INC COM $180.00%4 -1-20.0% -$4 减仓
AMC AMC ENTMT HLDGS INC CL A NEW $190.00%10 225.0% $4 加仓
— CANOPY GROWTH CORPORATION COM NEW $200.00%21 00.0% — 不变
— STRATEGY SHARES NASDAQ 7HANDL INDEX ETF $220.00%1 00.0% — 不变
FLCB FRANKLIN U.S CORE BOND ETF $250.00%1 00.0% — 不变
UIS UNISYS CORP COM NEW $260.00%7 7— $26 新建仓
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A $280.00%1 00.0% — 不变
— FUSION FUEL GREEN PLC SHS CL A $290.00%11 00.0% — 不变
MNA NYLI MERGER ARBITRAGE ETF $380.00%1 00.0% — 不变
OGN ORGANON & CO COMMON STOCK $410.00%3 -1-25.0% -$14 减仓
— FILANA THERAPEUTICS INC COM $480.00%40 00.0% — 不变
MTB M & T BK CORP COM $500.00%0 -3-100.0% -$659 清仓
MICC MAGNUM ICE CREAM CO NV ORD SHS $520.00%3 -28-90.3% -$485 减仓
— OATLY GROUP AB SPONSORED ADS $650.00%7 00.0% — 不变
— EVOLUTION PETE CORP COM $660.00%18 15.9% $4 加仓
— AURORA CANNABIS INC COM $750.00%27 -4-12.9% -$11 减仓
STRZ STARZ ENTERTAINMENT CORP. COM $870.00%3 00.0% — 不变
XPER XPERI INC COMMON STOCK $910.00%11 11— $91 新建仓
— AVANOS MED INC COM $1000.00%4 00.0% — 不变
— LIBERTY CAP CORP SER A GCI GROUP $1100.00%5 00.0% — 不变
NVAX NOVAVAX INC COM NEW $1130.00%12 00.0% — 不变
FIS FIDELITY NATL INFORMATION SVCS COM $1170.00%3 00.0% — 不变
ZROZ PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND $1260.00%2 00.0% — 不变
LILAK LIBERTY LATIN AMERICA LTD COM CL C $1320.00%17 00.0% — 不变
NU NU HLDGS LTD ORD SHS CL A $1340.00%10 00.0% — 不变
LYFT LYFT INC CL A COM $1460.00%10 00.0% — 不变
VFC V F CORP COM $1670.00%10 00.0% — 不变
ROL ROLLINS INC COM $1670.00%4 4— $167 新建仓
AMH AMERICAN HOMES 4 RENT CL A $1680.00%5 00.0% — 不变
GPOR GULFPORT ENERGY CORP COMMON SHARES $1700.00%1 1— $170 新建仓
UGI UGI CORP NEW COM $1730.00%5 00.0% — 不变
NWSA NEWS CORP NEW CL A $1740.00%7 -3-30.0% -$75 重新持有
LNC LINCOLN NATL CORP IND COM $1770.00%5 -140-96.6% -$4,956 减仓
EXE EXPAND ENERGY CORPORATION COM $1820.00%2 2— $182 新建仓
THC TENET HEALTHCARE CORP COM NEW $1870.00%1 00.0% — 不变
NIQ NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES $1870.00%20 10100.0% $94 加仓
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C $1900.00%2 2— $190 新建仓
SNN SMITH & NEPHEW PLC SPDN ADR NEW $2020.00%7 -21-75.0% -$606 减仓
— ELECTRONIC ARTS INC COM $2050.00%1 00.0% — 不变
CRC CALIFORNIA RES CORP COM STOCK $2130.00%4 4— $213 新建仓
BIIB BIOGEN INC COM $2160.00%1 -68-98.6% -$1.47万 减仓
EQH EQUITABLE HLDGS INC COM $2190.00%5 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG $2230.00%6 00.0% — 不变
PARR PAR PAC HOLDINGS INC COM NEW $2240.00%4 -1-20.0% -$56 减仓
RRC RANGE RES CORP COM $2240.00%6 6— $224 新建仓
OGS ONE GAS INC COM $2310.00%3 3— $231 新建仓
SLGN SILGAN HLDGS INC COM $2320.00%5 5— $232 新建仓
KGC KINROSS GOLD CORP COM $2360.00%10 00.0% — 不变
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS $2440.00%10 00.0% — 不变
— FIRST TRUST DIVIDEND STRENGTH ETF $2450.00%4 00.0% — 不变
— ELME COMMUNITIES SH BEN INT $2470.00%167 00.0% — 不变
VTOL BRISTOW GROUP INC COM $2480.00%6 6— $248 新建仓
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD $2530.00%4 00.0% — 不变
MSOS ADVISORSHARES PURE US CANNABIS ETF $2540.00%50 00.0% — 不变
GTX GARRETT MOTION INC COM $2540.00%7 00.0% — 不变
GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND $2560.00%4 00.0% — 不变
RES RPC INC COM $2570.00%44 44— $257 新建仓
HEI/A HEICO CORP NEW CL A $2580.00%1 00.0% — 不变
ARE ALEXANDRIA REAL ESTATE EQ INC COM $2640.00%5 -5-50.0% -$264 减仓
NVST ENVISTA HOLDINGS CORPORATION COM $2640.00%10 00.0% — 不变
IVZ INVESCO LTD SHS $2640.00%10 00.0% — 不变
KSS KOHLS CORP COM $2660.00%15 00.0% — 不变
OTTR OTTER TAIL CORP COM $2700.00%3 3— $270 新建仓
RBLX ROBLOX CORP CL A $2720.00%5 00.0% — 重新持有
DAR DARLING INGREDIENTS INC COM $2730.00%5 00.0% — 不变
GEN GEN DIGITAL INC COM $2740.00%11 00.0% — 不变
— GAMESTOP CORP NEW WT EXP 103026 $2850.00%102 00.0% — 不变
ARMK ARAMARK COM $2850.00%5 00.0% — 不变
AVA AVISTA CORP COM $2860.00%7 7— $286 新建仓
KNTK KINETIK HOLDINGS INC COM NEW CL A $2900.00%6 6— $290 新建仓
OGE OGE ENERGY CORP COM $2920.00%6 6— $292 新建仓
SUNB SUNBELT RENTALS HOLDINGS INC SHS $2990.00%4 4— $299 新建仓
BSY BENTLEY SYS INC COM CL B $2990.00%10 10— $299 新建仓
ALNY ALNYLAM PHARMACEUTICALS INC COM $3010.00%1 00.0% — 不变
JLL JONES LANG LASALLE INC COM $3100.00%1 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INC COM $3110.00%10 00.0% — 不变
CNC CENTENE CORP DEL COM $3210.00%5 00.0% — 不变
CVNA CARVANA CO CL A $3290.00%5 00.0% — 不变
XIFR XPLR INFRASTRUCTURE LP COM UNIT PART IN $3310.00%28 1055.6% $118 加仓
TS TENARIS S A SPONSORED ADS $3330.00%6 00.0% — 不变
— GLOBAL X FTSE SOUTHEAST ASIA ETF $3340.00%17 00.0% — 不变
POWI POWER INTEGRATIONS INC COM $3350.00%4 00.0% — 不变
JBLU JETBLUE AIRWAYS CORP COM $3440.00%60 60— $344 新建仓
CRTO CRITEO S A SPONS ADS $3470.00%19 00.0% — 不变
BNS BANK NOVA SCOTIA B C COM $3470.00%4 00.0% — 不变
ALGM ALLEGRO MICROSYSTEMS INC COM $3480.00%5 00.0% — 不变
SANA SANA BIOTECHNOLOGY INC COM $3490.00%100 00.0% — 不变
PRCT PROCEPT BIOROBOTICS CORP COM $3610.00%16 00.0% — 不变
LCID LUCID GROUP INC COM NEW $3680.00%55 00.0% — 不变
HRB BLOCK H & R INC COM $3810.00%10 00.0% — 不变