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 |
|---|---|---|---|---|---|---|---|---|
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $116.78万 | 0.06% | 6,304 | 722 | 12.9% | $13.37万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JAN ETF | $121.00万 | 0.06% | 40,158 | 9,191 | 29.7% | $27.69万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $121.09万 | 0.06% | 38,934 | 1,243 | 3.3% | $3.87万 | 加仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $123.50万 | 0.06% | 19,148 | 19,148 | — | $123.50万 | 新建仓 |
| SCHP | SCHWAB US TIPS ETF | $123.52万 | 0.06% | 46,612 | 3,471 | 8.0% | $9.20万 | 加仓 |
| V | VISA INC COM CL A | $125.18万 | 0.06% | 3,649 | 1,112 | 43.8% | $38.15万 | 加仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $125.23万 | 0.06% | 5,765 | 5,275 | 1,076.5% | $114.58万 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $127.13万 | 0.06% | 54,234 | 1,949 | 3.7% | $4.57万 | 加仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $129.04万 | 0.06% | 10,628 | 549 | 5.4% | $6.67万 | 加仓 |
| GLD | SPDR GOLD ETF | $129.85万 | 0.06% | 3,525 | 163 | 4.8% | $6.00万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $130.83万 | 0.06% | 2,569 | 894 | 53.4% | $45.53万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $130.94万 | 0.06% | 6,627 | 4,800 | 262.7% | $94.84万 | 加仓 |
| AFL | AFLAC INC COM | $131.10万 | 0.06% | 11,181 | 364 | 3.4% | $4.27万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $131.52万 | 0.06% | 37,781 | 2,179 | 6.1% | $7.59万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $133.10万 | 0.06% | 672 | 166 | 32.8% | $32.88万 | 加仓 |
| FESM | FIDELITY ENHANCED SMALL CAP CORE ETF | $133.28万 | 0.06% | 27,600 | 27,600 | — | $133.28万 | 新建仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $133.48万 | 0.06% | 58,597 | 26,702 | 83.7% | $60.83万 | 加仓 |
| CSX | CSX CORP COM | $135.08万 | 0.06% | 28,421 | -149 | -0.5% | -$7,082 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $137.30万 | 0.07% | 25,611 | -65,472 | -71.9% | -$351.00万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $138.19万 | 0.07% | 4,639 | 871 | 23.1% | $25.95万 | 加仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $138.79万 | 0.07% | 10,863 | -2,301 | -17.5% | -$29.40万 | 减仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $141.19万 | 0.07% | 35,169 | 2,911 | 9.0% | $11.69万 | 加仓 |
| INTC | INTEL CORP COM | $142.45万 | 0.07% | 10,202 | 504 | 5.2% | $7.04万 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $142.70万 | 0.07% | 17,299 | -102 | -0.6% | -$8,414 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $145.30万 | 0.07% | 12,454 | -3,806 | -23.4% | -$44.40万 | 减仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $145.31万 | 0.07% | 11,936 | -707 | -5.6% | -$8.61万 | 减仓 |
| IRM | IRON MTN INC DEL COM | $146.18万 | 0.07% | 11,573 | 1,694 | 17.1% | $21.40万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $146.46万 | 0.07% | 15,594 | 679 | 4.6% | $6.38万 | 加仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $147.10万 | 0.07% | 32,272 | 1,678 | 5.5% | $7.65万 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $147.47万 | 0.07% | 61,600 | 4,817 | 8.5% | $11.53万 | 加仓 |
| ONEV | STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF | $147.53万 | 0.07% | 10,312 | -5,376 | -34.3% | -$76.91万 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $148.26万 | 0.07% | 15,366 | -83 | -0.5% | -$8,008 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $148.86万 | 0.07% | 6,291 | 389 | 6.6% | $9.20万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $149.29万 | 0.07% | 3,754 | 1,265 | 50.8% | $50.31万 | 加仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $150.11万 | 0.07% | 81,536 | 5,127 | 6.7% | $9.44万 | 加仓 |
| T | AT&T INC COM | $151.18万 | 0.07% | 73,035 | 3,051 | 4.4% | $6.32万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $152.52万 | 0.07% | 20,363 | 8,542 | 72.3% | $63.98万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $152.53万 | 0.07% | 42,065 | 1,651 | 4.1% | $5.99万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $152.54万 | 0.07% | 6,048 | -16,304 | -72.9% | -$411.22万 | 减仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $152.77万 | 0.07% | 4,239 | -91 | -2.1% | -$3.28万 | 减仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $154.72万 | 0.07% | 16,340 | 801 | 5.2% | $7.58万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $154.74万 | 0.07% | 30,648 | 2,870 | 10.3% | $14.49万 | 加仓 |
| PLD | PROLOGIS INC. COM | $155.89万 | 0.07% | 11,507 | 455 | 4.1% | $6.16万 | 加仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $156.51万 | 0.07% | 60,614 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $158.65万 | 0.08% | 16,784 | -7,195 | -30.0% | -$68.01万 | 减仓 |
| NJUL | INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY | $163.80万 | 0.08% | 21,155 | 25 | 0.1% | $1,936 | 加仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $164.54万 | 0.08% | 10,725 | -491 | -4.4% | -$7.53万 | 减仓 |
| ETN | EATON CORP PLC SHS | $165.62万 | 0.08% | 3,887 | 1,279 | 49.0% | $54.50万 | 加仓 |
| HD | HOME DEPOT INC COM | $165.63万 | 0.08% | 4,696 | 697 | 17.4% | $24.58万 | 加仓 |
| — | ALGER MID CAP 40 ETF | $165.67万 | 0.08% | 66,754 | -4,126 | -5.8% | -$10.24万 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $165.84万 | 0.08% | 31,685 | 1,889 | 6.3% | $9.89万 | 加仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $168.19万 | 0.08% | 10,282 | 9,355 | 1,009.2% | $153.03万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $168.73万 | 0.08% | 4,820 | -3,321 | -40.8% | -$116.26万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $175.98万 | 0.08% | 99,253 | 7,066 | 7.7% | $12.53万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $176.75万 | 0.08% | 38,298 | 1,044 | 2.8% | $4.82万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $177.43万 | 0.08% | 12,100 | 1,600 | 15.2% | $23.46万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $178.75万 | 0.09% | 5,461 | 496 | 10.0% | $16.24万 | 加仓 |
| ISCG | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | $180.48万 | 0.09% | 27,537 | 18,312 | 198.5% | $120.02万 | 加仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $180.93万 | 0.09% | 15,461 | 116 | 0.8% | $1.36万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $181.65万 | 0.09% | 6,459 | 111 | 1.7% | $3.12万 | 加仓 |
| WMT | WALMART INC COM | $183.63万 | 0.09% | 16,213 | 1,825 | 12.7% | $20.67万 | 加仓 |
| VGUS | VANGUARD ULTRA-SHORT TREASURY ETF | $186.67万 | 0.09% | 24,672 | 10,422 | 73.1% | $78.85万 | 加仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $186.87万 | 0.09% | 19,377 | 17,071 | 740.3% | $164.63万 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $187.58万 | 0.09% | 8,803 | 5,280 | 149.9% | $112.51万 | 加仓 |
| KBWB | INVESCO KBW BANK ETF | $190.18万 | 0.09% | 20,454 | 20,408 | 44,365.2% | $189.75万 | 加仓 |
| PSA | PUBLIC STORAGE COM | $192.06万 | 0.09% | 6,034 | 309 | 5.4% | $9.84万 | 加仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $192.53万 | 0.09% | 52,604 | 12,587 | 31.5% | $46.07万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $193.36万 | 0.09% | 17,987 | 1,352 | 8.1% | $14.53万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $194.22万 | 0.09% | 2,545 | 185 | 7.8% | $14.12万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $194.33万 | 0.09% | 39,006 | 1,749 | 4.7% | $8.71万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $197.96万 | 0.09% | 5,805 | 326 | 5.9% | $11.12万 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $200.57万 | 0.10% | 39,289 | 3,785 | 10.7% | $19.32万 | 加仓 |
| PEP | PEPSICO INC COM | $201.18万 | 0.10% | 14,858 | 500 | 3.5% | $6.77万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $204.00万 | 0.10% | 38,696 | 286 | 0.7% | $1.51万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $210.52万 | 0.10% | 9,894 | -2,522 | -20.3% | -$53.66万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $212.19万 | 0.10% | 18,664 | 853 | 4.8% | $9.70万 | 加仓 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $213.02万 | 0.10% | 32,408 | 3,030 | 10.3% | $19.92万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $213.49万 | 0.10% | 4,470 | 217 | 5.1% | $10.36万 | 加仓 |
| OKE | ONEOK INC NEW COM | $215.37万 | 0.10% | 24,772 | 752 | 3.1% | $6.54万 | 加仓 |
| MRK | MERCK & CO INC COM | $215.84万 | 0.10% | 16,797 | 335 | 2.0% | $4.30万 | 加仓 |
| RY | ROYAL BK CDA COM | $215.98万 | 0.10% | 10,436 | 239 | 2.3% | $4.95万 | 加仓 |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $216.03万 | 0.10% | 45,508 | 3,356 | 8.0% | $15.93万 | 加仓 |
| AMGN | AMGEN INC COM | $217.87万 | 0.10% | 6,017 | 145 | 2.5% | $5.25万 | 加仓 |
| AMCR | AMCOR PLC COM NEW | $218.02万 | 0.10% | 50,292 | 2,573 | 5.4% | $11.15万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $222.16万 | 0.11% | 6,004 | 726 | 13.8% | $26.86万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $222.92万 | 0.11% | 9,818 | -110 | -1.1% | -$2.50万 | 减仓 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $224.06万 | 0.11% | 29,890 | -1,908 | -6.0% | -$14.30万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $225.25万 | 0.11% | 7,557 | 665 | 9.6% | $19.82万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $226.42万 | 0.11% | 22,491 | 10,141 | 82.1% | $102.09万 | 加仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $226.94万 | 0.11% | 11,358 | 11,121 | 4,692.4% | $222.20万 | 加仓 |
| ILDR | FIRST TRUST INNOVATION LEADERS ETF | $228.34万 | 0.11% | 58,184 | 2,024 | 3.6% | $7.94万 | 加仓 |
| EVLN | EATON VANCE FLOATING-RATE ETF | $229.10万 | 0.11% | 47,233 | 47,233 | — | $229.10万 | 新建仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $230.54万 | 0.11% | 25,658 | 22,982 | 858.8% | $206.50万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $231.59万 | 0.11% | 32,094 | 5,370 | 20.1% | $38.75万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $234.83万 | 0.11% | 3,136 | 113 | 3.7% | $8.46万 | 加仓 |
| FLTW | FRANKLIN FTSE TAIWAN ETF | $236.19万 | 0.11% | 22,381 | 22,381 | — | $236.19万 | 新建仓 |
| IDHQ | INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF | $236.30万 | 0.11% | 54,062 | 4,589 | 9.3% | $20.06万 | 加仓 |
| FMDE | FIDELITY ENHANCED MID CAP CORE ETF | $236.71万 | 0.11% | 58,332 | 4,264 | 7.9% | $17.30万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $237.22万 | 0.11% | 271,113 | 69,446 | 34.4% | $60.77万 | 加仓 |
| HAP | VANECK NATURAL RESOURCES ETF | $242.86万 | 0.12% | 35,397 | 35,397 | — | $242.86万 | 新建仓 |