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 |
|---|---|---|---|---|---|---|---|---|
| VDC | VANGUARD CONSUMER STAPLES ETF | $62.96万 | 0.03% | 2,792 | -251 | -8.2% | -$5.66万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $63.29万 | 0.03% | 4,032 | 2,536 | 169.5% | $39.81万 | 加仓 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $63.64万 | 0.03% | 8,759 | -2,319 | -20.9% | -$16.85万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $63.79万 | 0.03% | 5,680 | 47 | 0.8% | $5,279 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $63.98万 | 0.03% | 8,852 | 128 | 1.5% | $9,251 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $64.05万 | 0.03% | 1,860 | 208 | 12.6% | $7.16万 | 加仓 |
| DOV | DOVER CORP COM | $64.69万 | 0.03% | 2,884 | 36 | 1.3% | $8,075 | 加仓 |
| TIPX | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF | $65.02万 | 0.03% | 34,348 | 2,324 | 7.3% | $4.40万 | 加仓 |
| ESS | ESSEX PPTY TR INC COM | $65.50万 | 0.03% | 2,246 | -10 | -0.4% | -$2,916 | 减仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $66.21万 | 0.03% | 13,565 | -75 | -0.5% | -$3,661 | 减仓 |
| CINF | CINCINNATI FINL CORP COM | $66.33万 | 0.03% | 3,583 | 93 | 2.7% | $1.72万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $66.43万 | 0.03% | 8,365 | -886 | -9.6% | -$7.04万 | 减仓 |
| — | WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND | $66.58万 | 0.03% | 29,448 | 4,424 | 17.7% | $10.00万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $66.99万 | 0.03% | 694 | 128 | 22.6% | $12.36万 | 加仓 |
| — | EVENTIDE LARGE CAP VALUE ETF | $67.34万 | 0.03% | 23,520 | 2,209 | 10.4% | $6.32万 | 加仓 |
| FJAN | FT VEST US EQUITY BUFFER ETF - JANUARY | $67.35万 | 0.03% | 12,225 | 1,369 | 12.6% | $7.54万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $67.57万 | 0.03% | 6,307 | -2,424 | -27.8% | -$25.97万 | 减仓 |
| — | GLOBAL X GENOMICS & BIOTECHNOLOGY ETF | $67.59万 | 0.03% | 11,892 | 1,332 | 12.6% | $7.57万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $68.00万 | 0.03% | 8,866 | 260 | 3.0% | $1.99万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $68.01万 | 0.03% | 3,759 | 6 | 0.2% | $1,085 | 加仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $68.22万 | 0.03% | 22,471 | -15,897 | -41.4% | -$48.26万 | 减仓 |
| SLB | SLB LIMITED COM STK | $68.42万 | 0.03% | 14,717 | -1,021 | -6.5% | -$4.75万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $68.79万 | 0.03% | 1,587 | 193 | 13.8% | $8.37万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $69.39万 | 0.03% | 2,367 | -7 | -0.3% | -$2,052 | 减仓 |
| SLV | ISHARES SILVER TRUST | $69.56万 | 0.03% | 13,009 | 2,760 | 26.9% | $14.76万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $69.87万 | 0.03% | 7,087 | 7,087 | — | $69.87万 | 新建仓 |
| — | WISDOMTREE CYBERSECURITY FUND | $70.30万 | 0.03% | 19,410 | 3,067 | 18.8% | $11.11万 | 加仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $70.37万 | 0.03% | 13,970 | 3,546 | 34.0% | $17.86万 | 加仓 |
| BKH | BLACK HILLS CORP COM | $70.57万 | 0.03% | 9,485 | 170 | 1.8% | $1.26万 | 加仓 |
| PPG | PPG INDS INC COM | $70.67万 | 0.03% | 5,827 | 8 | 0.1% | $970 | 加仓 |
| XLSR | STATE STREET US SECTOR ROTATION ETF | $72.23万 | 0.03% | 11,137 | 1,005 | 9.9% | $6.52万 | 加仓 |
| SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $72.42万 | 0.03% | 32,328 | 14,931 | 85.8% | $33.45万 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $73.21万 | 0.03% | 4,099 | 4,059 | 10,147.5% | $72.49万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $73.27万 | 0.03% | 5,361 | -459 | -7.9% | -$6.27万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $73.40万 | 0.03% | 7,799 | 190 | 2.5% | $1.79万 | 加仓 |
| LQD | ISHARES IBOXX CORPORATE BOND ETF | $73.66万 | 0.04% | 6,753 | -1,206 | -15.2% | -$13.15万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $73.68万 | 0.04% | 1,971 | 405 | 25.9% | $15.14万 | 加仓 |
| SYY | SYSCO CORP COM | $73.95万 | 0.04% | 8,848 | 127 | 1.5% | $1.06万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $74.39万 | 0.04% | 736 | 32 | 4.5% | $3.23万 | 加仓 |
| UNP | UNION PAC CORP COM | $74.89万 | 0.04% | 2,753 | 161 | 6.2% | $4.38万 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $75.13万 | 0.04% | 2,119 | 1,042 | 96.8% | $36.95万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $75.16万 | 0.04% | 11,125 | 524 | 4.9% | $3.54万 | 加仓 |
| FISR | STATE STREET FIXED INCOME SECTOR ROTATION ETF | $75.59万 | 0.04% | 29,470 | 8,155 | 38.3% | $20.92万 | 加仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $77.50万 | 0.04% | 34,232 | 1,405 | 4.3% | $3.18万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $77.60万 | 0.04% | 6,250 | 2 | 0.0% | $248 | 加仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $78.25万 | 0.04% | 43,761 | 7,315 | 20.1% | $13.08万 | 加仓 |
| RPM | RPM INTL INC COM | $78.42万 | 0.04% | 7,055 | 6,803 | 2,699.6% | $75.62万 | 加仓 |
| — | FRANKLIN LTD DURATION INCOME T COM | $79.23万 | 0.04% | 136,845 | 2,989 | 2.2% | $1.73万 | 加仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $79.23万 | 0.04% | 6,214 | 6,096 | 5,166.1% | $77.73万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $79.96万 | 0.04% | 1,248 | 18 | 1.5% | $1.15万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $80.48万 | 0.04% | 15,905 | 963 | 6.4% | $4.87万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $80.94万 | 0.04% | 15,342 | 2,689 | 21.3% | $14.19万 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $81.40万 | 0.04% | 4,725 | 545 | 13.0% | $9.39万 | 加仓 |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $81.75万 | 0.04% | 15,328 | -580 | -3.6% | -$3.09万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $82.17万 | 0.04% | 5,540 | 36 | 0.7% | $5,340 | 加仓 |
| CLSE | CONVERGENCE LONG/SHORT EQUITY ETF | $82.43万 | 0.04% | 24,147 | 24,147 | — | $82.43万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $82.57万 | 0.04% | 2,466 | 445 | 22.0% | $14.90万 | 加仓 |
| NJAN | INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | $82.98万 | 0.04% | 14,060 | 200 | 1.4% | $1.18万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $83.17万 | 0.04% | 166,680 | 32,556 | 24.3% | $16.25万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $83.23万 | 0.04% | 19,625 | 5,029 | 34.5% | $21.33万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $83.24万 | 0.04% | 3,014 | 755 | 33.4% | $20.85万 | 加仓 |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | $83.25万 | 0.04% | 5,487 | 5,131 | 1,441.3% | $77.85万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $86.02万 | 0.04% | 9,387 | -851 | -8.3% | -$7.80万 | 减仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $86.32万 | 0.04% | 20,024 | -250 | -1.2% | -$1.08万 | 减仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $88.93万 | 0.04% | 12,199 | 8,984 | 279.4% | $65.50万 | 加仓 |
| CMI | CUMMINS INC COM | $89.08万 | 0.04% | 1,249 | -17 | -1.3% | -$1.21万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $90.31万 | 0.04% | 5,692 | 1,892 | 49.8% | $30.02万 | 加仓 |
| ORCL | ORACLE CORP COM | $90.65万 | 0.04% | 6,186 | 864 | 16.2% | $12.66万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $90.82万 | 0.04% | 5,346 | 3,153 | 143.8% | $53.56万 | 加仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $91.59万 | 0.04% | 8,729 | 7,722 | 766.8% | $81.02万 | 加仓 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $92.19万 | 0.04% | 17,264 | 2,012 | 13.2% | $10.74万 | 加仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $92.58万 | 0.04% | 21,229 | 3,010 | 16.5% | $13.13万 | 加仓 |
| MCD | MCDONALDS CORP COM | $93.32万 | 0.04% | 3,453 | 932 | 37.0% | $25.19万 | 加仓 |
| SPDW | SPDR S&P WORLD EX-US | $94.61万 | 0.05% | 18,776 | -1,815 | -8.8% | -$9.15万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $94.79万 | 0.05% | 3,262 | 685 | 26.6% | $19.91万 | 加仓 |
| USB | US BANCORP COM NEW | $95.05万 | 0.05% | 15,736 | -129 | -0.8% | -$7,792 | 减仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $96.17万 | 0.05% | 12,674 | 943 | 8.0% | $7.16万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $96.39万 | 0.05% | 10,983 | 1,172 | 11.9% | $10.29万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM | $97.55万 | 0.05% | 10,318 | 10,313 | 206,260.0% | $97.50万 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $98.27万 | 0.05% | 13,129 | 12,488 | 1,948.2% | $93.48万 | 加仓 |
| FTXR | FIRST TRUST NASDAQ TRANSPORTATION ETF | $99.90万 | 0.05% | 21,921 | 21,921 | — | $99.90万 | 新建仓 |
| BAC | BANK OF AMER CORP COM | $100.01万 | 0.05% | 17,552 | -675 | -3.7% | -$3.85万 | 减仓 |
| META | META PLATFORMS INC CL A | $100.40万 | 0.05% | 1,782 | 244 | 15.9% | $13.75万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVESTME COM | $100.54万 | 0.05% | 132,993 | 39,011 | 41.5% | $29.49万 | 加仓 |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | $101.23万 | 0.05% | 15,331 | 960 | 6.7% | $6.34万 | 加仓 |
| NAPR | INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL | $101.35万 | 0.05% | 17,120 | 1,600 | 10.3% | $9.47万 | 加仓 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $101.78万 | 0.05% | 39,555 | 30,593 | 341.4% | $78.72万 | 加仓 |
| NOCT | INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER | $102.67万 | 0.05% | 16,420 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $102.98万 | 0.05% | 24,921 | 5,841 | 30.6% | $24.14万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $104.57万 | 0.05% | 2,053 | 3 | 0.1% | $1,528 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $105.64万 | 0.05% | 4,814 | -3,395 | -41.4% | -$74.50万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $106.81万 | 0.05% | 12,494 | 1,261 | 11.2% | $10.78万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $106.96万 | 0.05% | 29,603 | 1,922 | 6.9% | $6.94万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $108.10万 | 0.05% | 4,257 | -340 | -7.4% | -$8.63万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $108.39万 | 0.05% | 1,499 | 120 | 8.7% | $8.68万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $110.34万 | 0.05% | 14,105 | -908 | -6.0% | -$7.10万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $110.90万 | 0.05% | 9,320 | 116 | 1.3% | $1.38万 | 加仓 |
| CRM | SALESFORCE INC COM | $114.15万 | 0.05% | 7,286 | 2,552 | 53.9% | $39.98万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $115.95万 | 0.06% | 15,234 | 3,509 | 29.9% | $26.71万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $115.97万 | 0.06% | 15,798 | 3,328 | 26.7% | $24.43万 | 加仓 |