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 |
|---|---|---|---|---|---|---|---|---|
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $208.92万 | 0.13% | 18,129 | 621 | 3.5% | $7.16万 | 加仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $209.37万 | 0.13% | 20,254 | 932 | 4.8% | $9.63万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $209.63万 | 0.13% | 9,928 | 912 | 10.1% | $19.26万 | 加仓 |
| ONEV | STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF | $210.49万 | 0.13% | 15,688 | 3,850 | 32.5% | $51.66万 | 加仓 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $213.43万 | 0.13% | 31,798 | -380 | -1.2% | -$2.55万 | 减仓 |
| OKE | ONEOK INC NEW COM | $217.12万 | 0.13% | 24,020 | 103 | 0.4% | $9,310 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $218.25万 | 0.13% | 85,121 | 430 | 0.5% | $1.10万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $219.43万 | 0.13% | 90,413 | 2,002 | 2.3% | $4.86万 | 加仓 |
| PEP | PEPSICO INC COM | $222.96万 | 0.14% | 14,358 | 2,084 | 17.0% | $32.36万 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $224.37万 | 0.14% | 56,904 | 1,653 | 3.0% | $6.52万 | 加仓 |
| MBB | ISHARES MBS ETF | $227.68万 | 0.14% | 23,979 | -514 | -2.1% | -$4.88万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $227.80万 | 0.14% | 2,286 | 102 | 4.7% | $10.16万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $229.88万 | 0.14% | 8,141 | -204 | -2.4% | -$5.76万 | 减仓 |
| ESUM | EVENTIDE US MARKET ETF | $232.08万 | 0.14% | 88,647 | 20,055 | 29.2% | $52.50万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $237.85万 | 0.14% | 16,260 | 1,513 | 10.3% | $22.13万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $238.29万 | 0.14% | 12,416 | 4,504 | 56.9% | $86.44万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $242.00万 | 0.15% | 9,404 | 945 | 11.2% | $24.32万 | 加仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $242.66万 | 0.15% | 46,256 | 482 | 1.1% | $2.53万 | 加仓 |
| KO | COCA COLA CO COM | $246.41万 | 0.15% | 32,401 | 6,259 | 23.9% | $47.60万 | 加仓 |
| FLIN | FRANKLIN FTSE INDIA ETF | $250.79万 | 0.15% | 75,493 | 2,456 | 3.4% | $8.16万 | 加仓 |
| PINS | PINTEREST INC CL A | $251.30万 | 0.15% | 137,021 | 55,197 | 67.5% | $101.23万 | 加仓 |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $253.17万 | 0.15% | 51,156 | 176 | 0.3% | $8,710 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $268.69万 | 0.16% | 23,755 | 690 | 3.0% | $7.80万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $271.30万 | 0.16% | 25,559 | -858 | -3.2% | -$9.11万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $273.58万 | 0.17% | 5,709 | -111 | -1.9% | -$5.32万 | 减仓 |
| — | FIS CHRISTIAN STOCK FUND | $274.87万 | 0.17% | 85,416 | 10,798 | 14.5% | $34.75万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $282.17万 | 0.17% | 21,232 | -13,691 | -39.2% | -$181.95万 | 减仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $289.70万 | 0.18% | 48,944 | 737 | 1.5% | $4.36万 | 加仓 |
| TPHD | TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | $293.88万 | 0.18% | 71,055 | -36,605 | -34.0% | -$151.40万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $295.36万 | 0.18% | 10,296 | -310 | -2.9% | -$8.89万 | 减仓 |
| — | EXXON MOBIL CORP COM | $301.49万 | 0.18% | 17,770 | -663 | -3.6% | -$11.25万 | 减仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $303.11万 | 0.18% | 74,236 | 1,874 | 2.6% | $7.65万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $315.88万 | 0.19% | 24,124 | 303 | 1.3% | $3.97万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $320.19万 | 0.19% | 12,225 | -282 | -2.3% | -$7.39万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $321.31万 | 0.20% | 129,822 | 15,537 | 13.6% | $38.45万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $325.48万 | 0.20% | 14,982 | -1,292 | -7.9% | -$28.07万 | 减仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $325.73万 | 0.20% | 20,297 | -510 | -2.5% | -$8.18万 | 减仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $333.67万 | 0.20% | 48,869 | 737 | 1.5% | $5.03万 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $334.46万 | 0.20% | 38,581 | 4,608 | 13.6% | $39.95万 | 加仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $336.95万 | 0.20% | 135,268 | 26,881 | 24.8% | $66.96万 | 加仓 |
| C | CITIGROUP INC COM NEW | $337.02万 | 0.20% | 29,717 | 194 | 0.7% | $2.20万 | 加仓 |
| — | FIS TRUST FIS BRIGHT PORTFOLIOS FOCUSED EQUITY ETF | $343.47万 | 0.21% | 114,568 | 114,568 | — | $343.47万 | 新建仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $349.65万 | 0.21% | 128,786 | 26,540 | 26.0% | $72.06万 | 加仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $357.62万 | 0.22% | 67,033 | 1,197 | 1.8% | $6.39万 | 加仓 |
| TSLA | TESLA INC COM | $359.89万 | 0.22% | 9,681 | -916 | -8.6% | -$34.05万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $360.01万 | 0.22% | 13,219 | 195 | 1.5% | $5.31万 | 加仓 |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | $362.82万 | 0.22% | 56,717 | 56,717 | — | $362.82万 | 新建仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $366.84万 | 0.22% | 47,927 | 5,236 | 12.3% | $40.08万 | 加仓 |
| BIBL | INSPIRE 100 ETF | $371.56万 | 0.23% | 78,803 | -188,041 | -70.5% | -$886.62万 | 减仓 |
| ALTO | ALTO INGREDIENTS INC COM | $372.61万 | 0.23% | 769,861 | -27,536 | -3.5% | -$13.33万 | 减仓 |
| HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $379.05万 | 0.23% | 192,118 | 4,803 | 2.6% | $9.48万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $384.04万 | 0.23% | 54,722 | 875 | 1.6% | $6.14万 | 加仓 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $385.76万 | 0.23% | 45,045 | 45,045 | — | $385.76万 | 新建仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $399.04万 | 0.24% | 79,985 | 11,176 | 16.2% | $55.76万 | 加仓 |
| VFMV | VANGUARD U.S. MINIMUM VOLATILITY ETF | $400.40万 | 0.24% | 30,053 | 657 | 2.2% | $8.75万 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $401.82万 | 0.24% | 27,562 | 712 | 2.7% | $10.38万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $405.52万 | 0.25% | 22,352 | -7,372 | -24.8% | -$133.75万 | 减仓 |
| ILTB | ISHARES CORE 10 YEAR USD BOND ETF | $408.69万 | 0.25% | 83,439 | -513 | -0.6% | -$2.51万 | 减仓 |
| FLV | AMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF | $411.72万 | 0.25% | 53,689 | -65 | -0.1% | -$4,985 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $411.97万 | 0.25% | 14,345 | 214 | 1.5% | $6.15万 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $419.02万 | 0.25% | 28,894 | 1,004 | 3.6% | $14.56万 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $424.54万 | 0.26% | 165,708 | 3,543 | 2.2% | $9.08万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $426.58万 | 0.26% | 11,524 | 298 | 2.7% | $11.03万 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $433.30万 | 0.26% | 29,893 | -5,573 | -15.7% | -$80.78万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $449.68万 | 0.27% | 91,083 | 1,574 | 1.8% | $7.77万 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $485.83万 | 0.30% | 29,320 | -764 | -2.5% | -$12.66万 | 减仓 |
| FLRT | PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF | $486.39万 | 0.30% | 105,030 | 8,260 | 8.5% | $38.25万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $497.82万 | 0.30% | 48,131 | -8,041 | -14.3% | -$83.17万 | 减仓 |
| BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | $506.65万 | 0.31% | 143,445 | 9,868 | 7.4% | $34.85万 | 加仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $518.70万 | 0.32% | 203,012 | 11,725 | 6.1% | $29.96万 | 加仓 |
| SDVD | FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $529.52万 | 0.32% | 244,017 | 9,496 | 4.0% | $20.61万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $530.47万 | 0.32% | 91,177 | 1,822 | 2.0% | $10.60万 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $532.69万 | 0.32% | 115,226 | 178 | 0.2% | $8,229 | 加仓 |
| — | PACER TRENDPILOT US BOND ETF | $540.50万 | 0.33% | 284,775 | 7,165 | 2.6% | $13.60万 | 加仓 |
| VBK | VANGUARD SMALL CAP GROWTH ETF | $555.71万 | 0.34% | 18,386 | 967 | 5.6% | $29.23万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $558.10万 | 0.34% | 26,974 | -1,855 | -6.4% | -$38.38万 | 减仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $565.72万 | 0.34% | 116,141 | 5,003 | 4.5% | $24.37万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $581.72万 | 0.35% | 64,258 | 2,940 | 4.8% | $26.62万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $586.13万 | 0.36% | 20,383 | -66 | -0.3% | -$1.90万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $587.37万 | 0.36% | 95,881 | 2,442 | 2.6% | $14.96万 | 加仓 |
| FDG | AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF | $591.02万 | 0.36% | 51,821 | -545 | -1.0% | -$6.22万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $597.29万 | 0.36% | 205,041 | -3,858 | -1.8% | -$11.24万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $615.67万 | 0.37% | 160,247 | 6,103 | 4.0% | $23.45万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $623.90万 | 0.38% | 9,593 | -383 | -3.8% | -$24.91万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $631.93万 | 0.38% | 134,712 | -635 | -0.5% | -$2.98万 | 减仓 |
| JMEE | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $659.63万 | 0.40% | 98,791 | 527 | 0.5% | $3.52万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $660.86万 | 0.40% | 130,579 | -9,667 | -6.9% | -$48.92万 | 减仓 |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | $672.54万 | 0.41% | 140,640 | 1,540 | 1.1% | $7.36万 | 加仓 |
| EVSD | EATON VANCE SHORT DURATION INCOME ETF | $710.18万 | 0.43% | 139,414 | 139,414 | — | $710.18万 | 新建仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $739.81万 | 0.45% | 109,553 | 3,913 | 3.7% | $26.42万 | 加仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $740.52万 | 0.45% | 271,950 | 6,344 | 2.4% | $17.27万 | 加仓 |
| EDIV | STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF | $744.23万 | 0.45% | 188,508 | 2,669 | 1.4% | $10.54万 | 加仓 |
| CAT | CATERPILLAR INC COM | $744.56万 | 0.45% | 10,510 | 240 | 2.3% | $17.00万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $771.66万 | 0.47% | 332,328 | 17,234 | 5.5% | $40.02万 | 加仓 |
| TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $779.09万 | 0.47% | 167,762 | 111,421 | 197.8% | $517.44万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $803.80万 | 0.49% | 11,520 | -618 | -5.1% | -$43.12万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $817.66万 | 0.50% | 74,016 | 4,394 | 6.3% | $48.54万 | 加仓 |
| MBSF | REGAN FLOATING RATE MBS ETF | $891.81万 | 0.54% | 349,594 | 349,594 | — | $891.81万 | 新建仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $900.31万 | 0.55% | 60,791 | 867 | 1.4% | $12.84万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $919.51万 | 0.56% | 162,516 | -692,823 | -81.0% | -$3,919.99万 | 减仓 |