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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC COM | $87.84万 | 0.05% | 5,479 | 61 | 1.1% | $9,780 | 加仓 |
| META | META PLATFORMS INC CL A | $87.98万 | 0.05% | 1,538 | -381 | -19.9% | -$21.79万 | 减仓 |
| CRM | SALESFORCE INC COM | $88.37万 | 0.05% | 4,734 | 139 | 3.0% | $2.59万 | 加仓 |
| BAC | BANK AMERICA CORP COM | $88.86万 | 0.05% | 18,227 | 434 | 2.4% | $2.12万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $88.93万 | 0.05% | 2,577 | -89 | -3.3% | -$3.07万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $90.11万 | 0.05% | 9,204 | 2,121 | 29.9% | $20.77万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $90.28万 | 0.05% | 5,582 | 85 | 1.5% | $1.37万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $90.57万 | 0.06% | 19,736 | 788 | 4.2% | $3.62万 | 加仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $90.86万 | 0.06% | 38,368 | -3,581 | -8.5% | -$8.48万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $91.12万 | 0.06% | 9,811 | -3,170 | -24.4% | -$29.44万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $91.83万 | 0.06% | 12,470 | 410 | 3.4% | $3.02万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $92.14万 | 0.06% | 2,360 | -60 | -2.5% | -$2.34万 | 减仓 |
| NOCT | INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER | $92.55万 | 0.06% | 16,420 | 220 | 1.4% | $1.24万 | 加仓 |
| ETN | EATON CORP PLC SHS | $93.27万 | 0.06% | 2,608 | 56 | 2.2% | $2.00万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $93.82万 | 0.06% | 10,238 | -914 | -8.2% | -$8.38万 | 减仓 |
| SPDW | SPDR S&P WORLD EX-US | $94.00万 | 0.06% | 20,591 | 2,670 | 14.9% | $12.19万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $96.01万 | 0.06% | 19,080 | 16,761 | 722.8% | $84.34万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $96.79万 | 0.06% | 8,731 | 148 | 1.7% | $1.64万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $100.88万 | 0.06% | 2,986 | 213 | 7.7% | $7.20万 | 加仓 |
| IRM | IRON MTN INC DEL COM | $100.90万 | 0.06% | 9,879 | 9,740 | 7,007.2% | $99.48万 | 加仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $100.96万 | 0.06% | 10,079 | 5,279 | 110.0% | $52.88万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $104.97万 | 0.06% | 37,691 | -366 | -1.0% | -$1.02万 | 减仓 |
| VGUS | VANGUARD ULTRA-SHORT TREASURY ETF | $107.81万 | 0.07% | 14,250 | 6,503 | 83.9% | $49.20万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $108.59万 | 0.07% | 35,602 | 20,817 | 140.8% | $63.49万 | 加仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $108.83万 | 0.07% | 32,258 | 3,342 | 11.6% | $11.28万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $112.38万 | 0.07% | 4,597 | -39 | -0.8% | -$9,534 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $114.26万 | 0.07% | 1,675 | 58 | 3.6% | $3.96万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $114.74万 | 0.07% | 2,489 | 2,242 | 907.7% | $103.35万 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $114.80万 | 0.07% | 43,141 | -2,385 | -5.2% | -$6.35万 | 减仓 |
| CSX | CSX CORP COM | $117.28万 | 0.07% | 28,570 | -906 | -3.1% | -$3.72万 | 减仓 |
| AFL | AFLAC INC COM | $118.67万 | 0.07% | 10,817 | 3,906 | 56.5% | $42.85万 | 加仓 |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $119.00万 | 0.07% | 42,152 | -2,419 | -5.4% | -$6.83万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $120.33万 | 0.07% | 5,915 | 286 | 5.1% | $5.82万 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $121.93万 | 0.07% | 52,285 | 220 | 0.4% | $5,130 | 加仓 |
| — | INVESCO 0-5 YR US TIPS ETF | $123.49万 | 0.08% | 47,224 | 1,730 | 3.8% | $4.52万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $123.93万 | 0.08% | 2,050 | -2,363 | -53.5% | -$142.85万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $124.31万 | 0.08% | 12,350 | 10,793 | 693.2% | $108.64万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $124.49万 | 0.08% | 15,449 | 2,615 | 20.4% | $21.07万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $126.56万 | 0.08% | 38,410 | 4,806 | 14.3% | $15.84万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $126.94万 | 0.08% | 5,902 | 7 | 0.1% | $1,506 | 加仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $128.67万 | 0.08% | 40,017 | 40,017 | — | $128.67万 | 新建仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $128.70万 | 0.08% | 12,643 | 1,211 | 10.6% | $12.33万 | 加仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $129.30万 | 0.08% | 15,539 | 837 | 5.7% | $6.96万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $130.09万 | 0.08% | 15,013 | -3,111 | -17.2% | -$26.96万 | 减仓 |
| HD | HOME DEPOT INC COM | $131.52万 | 0.08% | 3,999 | 110 | 2.8% | $3.62万 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $131.79万 | 0.08% | 17,401 | -1,167 | -6.3% | -$8.84万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $133.16万 | 0.08% | 40,414 | -18 | -0.0% | -$593 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $133.80万 | 0.08% | 6,892 | 339 | 5.2% | $6.58万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $135.20万 | 0.08% | 4,330 | 883 | 25.6% | $27.57万 | 加仓 |
| — | ALGER MID CAP 40 ETF | $138.07万 | 0.08% | 70,880 | -395 | -0.6% | -$7,695 | 减仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $138.36万 | 0.08% | 14,915 | 505 | 3.5% | $4.68万 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $138.72万 | 0.08% | 56,783 | 3,634 | 6.8% | $8.88万 | 加仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $139.60万 | 0.08% | 11,216 | -1 | -0.0% | -$124 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $139.92万 | 0.09% | 27,778 | 827 | 3.1% | $4.17万 | 加仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $140.31万 | 0.09% | 30,594 | 1,803 | 6.3% | $8.27万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $143.73万 | 0.09% | 4,253 | 59 | 1.4% | $1.99万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $144.27万 | 0.09% | 92,187 | 5,709 | 6.6% | $8.93万 | 加仓 |
| GLD | SPDR GOLD ETF | $144.66万 | 0.09% | 3,362 | -1,055 | -23.9% | -$45.40万 | 减仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $145.44万 | 0.09% | 22,140 | 285 | 1.3% | $1.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $146.06万 | 0.09% | 4,965 | 74 | 1.5% | $2.18万 | 加仓 |
| PLD | PROLOGIS INC. COM | $146.08万 | 0.09% | 11,052 | -375 | -3.3% | -$4.96万 | 减仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $146.52万 | 0.09% | 15,345 | 184 | 1.2% | $1.76万 | 加仓 |
| NJUL | INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY | $150.90万 | 0.09% | 21,130 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO S&P 500 REVENUE ETF | $151.27万 | 0.09% | 13,164 | 13,164 | — | $151.27万 | 新建仓 |
| PG | PROCTER & GAMBLE CO COM | $151.66万 | 0.09% | 10,500 | 751 | 7.7% | $10.85万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $153.87万 | 0.09% | 6,348 | -860 | -11.9% | -$20.85万 | 减仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $154.44万 | 0.09% | 60,614 | 1,817 | 3.1% | $4.63万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $154.73万 | 0.09% | 29,796 | 1,045 | 3.6% | $5.43万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $155.07万 | 0.09% | 5,725 | 213 | 3.9% | $5.77万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $157.46万 | 0.10% | 8,209 | -1,568 | -16.0% | -$30.08万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $160.55万 | 0.10% | 17,811 | 4,256 | 31.4% | $38.36万 | 加仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $162.90万 | 0.10% | 76,409 | 1,299 | 1.7% | $2.77万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $163.66万 | 0.10% | 16,635 | -436 | -2.6% | -$4.29万 | 减仓 |
| VTIP | VANGUARD SHORT TERM INFL-PROTECTED | $164.65万 | 0.10% | 32,963 | -378 | -1.1% | -$1.89万 | 减仓 |
| RY | ROYAL BK CDA COM | $164.96万 | 0.10% | 10,197 | -251 | -2.4% | -$4.06万 | 减仓 |
| — | INSPIRE GLOBAL HOPE ETF | $165.72万 | 0.10% | 37,363 | 3,699 | 11.0% | $16.41万 | 加仓 |
| ILDR | FIRST TRUST INNOVATION LEADERS ETF | $167.24万 | 0.10% | 56,160 | -14,654 | -20.7% | -$43.64万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $169.34万 | 0.10% | 5,278 | 263 | 5.2% | $8.44万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $171.27万 | 0.10% | 37,257 | 202 | 0.5% | $9,286 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $171.79万 | 0.10% | 15,323 | -1,792 | -10.5% | -$20.09万 | 减仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $172.08万 | 0.10% | 37,254 | 1,931 | 5.5% | $8.92万 | 加仓 |
| IDHQ | INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF | $174.99万 | 0.11% | 49,473 | 1,603 | 3.3% | $5.67万 | 加仓 |
| WMT | WALMART INC COM | $178.81万 | 0.11% | 14,388 | 5,660 | 64.8% | $70.34万 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $180.89万 | 0.11% | 35,504 | -1,165 | -3.2% | -$5.94万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $184.12万 | 0.11% | 201,667 | 198,431 | 6,132.0% | $181.17万 | 加仓 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $187.84万 | 0.11% | 29,378 | 785 | 2.7% | $5.02万 | 加仓 |
| AMCR | AMCOR PLC COM NEW | $189.68万 | 0.12% | 47,719 | 47,719 | — | $189.68万 | 新建仓 |
| AVGO | BROADCOM INC COM | $190.71万 | 0.12% | 6,162 | 203 | 3.4% | $6.28万 | 加仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $190.83万 | 0.12% | 32,452 | 1,366 | 4.4% | $8.03万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $192.23万 | 0.12% | 26,724 | 668 | 2.6% | $4.80万 | 加仓 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $194.43万 | 0.12% | 54,068 | 7,726 | 16.7% | $27.78万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $197.48万 | 0.12% | 3,023 | -525 | -14.8% | -$34.30万 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM | $197.73万 | 0.12% | 43,716 | 4,056 | 10.2% | $18.35万 | 加仓 |
| MRK | MERCK & CO INC COM | $198.03万 | 0.12% | 16,462 | -740 | -4.3% | -$8.90万 | 减仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $199.68万 | 0.12% | 49,957 | -131,557 | -72.5% | -$525.84万 | 减仓 |
| PSC | PRINCIPAL U.S. SMALL-CAP ETF | $202.11万 | 0.12% | 35,256 | -5,734 | -14.0% | -$32.87万 | 减仓 |
| T | AT&T INC COM | $202.88万 | 0.12% | 69,984 | -4,159 | -5.6% | -$12.06万 | 减仓 |
| IOO | ISHARES GLOBAL 100 ETF | $205.53万 | 0.12% | 16,990 | -10,810 | -38.9% | -$130.77万 | 减仓 |
| AMGN | AMGEN INC COM | $206.59万 | 0.13% | 5,872 | -1,721 | -22.7% | -$60.55万 | 减仓 |
| GEV | GE VERNOVA INC COM | $207.21万 | 0.13% | 2,374 | -96 | -3.9% | -$8.38万 | 减仓 |