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 |
|---|---|---|---|---|---|---|---|---|
| LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | $920.58万 | 0.56% | 470,162 | 24,219 | 5.4% | $47.42万 | 加仓 |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $940.31万 | 0.57% | 185,906 | 1,061 | 0.6% | $5.37万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE INDEX ETF | $963.49万 | 0.59% | 129,589 | -4,362 | -3.3% | -$32.43万 | 减仓 |
| FDLS | INSPIRE FIDELIS MULTI FACTOR ETF | $1,002.83万 | 0.61% | 271,476 | 99,942 | 58.3% | $369.19万 | 加仓 |
| ELCV | EVENTIDE HIGH DIVIDEND ETF | $1,011.61万 | 0.61% | 348,832 | -213,723 | -38.0% | -$619.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,020.62万 | 0.62% | 58,522 | -1,480 | -2.5% | -$25.81万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,033.63万 | 0.63% | 161,303 | 23,178 | 16.8% | $148.52万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $1,060.28万 | 0.64% | 313,972 | 147,950 | 89.1% | $499.63万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1,062.35万 | 0.65% | 353,292 | 12,532 | 3.7% | $37.68万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,115.90万 | 0.68% | 18,675 | 473 | 2.6% | $28.26万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1,156.41万 | 0.70% | 139,747 | 132,766 | 1,901.8% | $1,098.64万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $1,203.18万 | 0.73% | 152,746 | -711 | -0.5% | -$5.60万 | 减仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $1,220.74万 | 0.74% | 119,388 | 2,787 | 2.4% | $28.50万 | 加仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $1,226.87万 | 0.75% | 328,127 | -50,723 | -13.4% | -$189.65万 | 减仓 |
| TPSC | TIMOTHY PLAN US SMALL CAP CORE ETF | $1,228.82万 | 0.75% | 289,506 | -2,000 | -0.7% | -$8.49万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,244.27万 | 0.76% | 21,558 | 674 | 3.2% | $38.90万 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $1,255.37万 | 0.76% | 233,471 | 233,471 | — | $1,255.37万 | 新建仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,296.62万 | 0.79% | 239,893 | 8,564 | 3.7% | $46.29万 | 加仓 |
| PTNQ | PACER TRENDPILOT 100 ETF | $1,351.78万 | 0.82% | 185,277 | 1,798 | 1.0% | $13.12万 | 加仓 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $1,555.20万 | 0.95% | 186,408 | 6,966 | 3.9% | $58.12万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $1,560.65万 | 0.95% | 249,465 | 7,435 | 3.1% | $46.51万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1,563.15万 | 0.95% | 267,022 | -188,584 | -41.4% | -$1,103.97万 | 减仓 |
| PIZ | INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF | $1,697.01万 | 1.03% | 342,692 | 1,562 | 0.5% | $7.74万 | 加仓 |
| UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | $1,697.80万 | 1.03% | 361,104 | 5,447 | 1.5% | $25.61万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1,703.20万 | 1.04% | 226,520 | -24,987 | -9.9% | -$187.88万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $1,986.43万 | 1.21% | 54,061 | 1,642 | 3.1% | $60.33万 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $2,115.04万 | 1.29% | 106,745 | 3,073 | 3.0% | $60.89万 | 加仓 |
| — | INSPIRE GROWTH ETF | $2,180.08万 | 1.33% | 587,465 | 253,005 | 75.6% | $938.90万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $2,180.84万 | 1.33% | 478,045 | -204 | -0.0% | -$9,306 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $2,359.57万 | 1.43% | 554,670 | -65,437 | -10.6% | -$278.37万 | 减仓 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $2,370.94万 | 1.44% | 469,587 | -18,945 | -3.9% | -$95.65万 | 减仓 |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | $2,509.16万 | 1.53% | 316,533 | 8,111 | 2.6% | $64.30万 | 加仓 |
| IBD | INSPIRE CORPORATE BOND ETF | $2,520.45万 | 1.53% | 1,056,481 | 69,293 | 7.0% | $165.31万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $2,550.27万 | 1.55% | 58,387 | 2,018 | 3.6% | $88.14万 | 加仓 |
| LLY | ELI LILLY & CO COM | $2,601.56万 | 1.58% | 28,285 | -275 | -1.0% | -$25.29万 | 减仓 |
| AMZN | AMAZON COM INC COM | $2,686.95万 | 1.63% | 129,013 | 8,756 | 7.3% | $182.36万 | 加仓 |
| TPIF | TIMOTHY PLAN INTERNATIONAL ETF | $2,806.64万 | 1.71% | 778,758 | 180,261 | 30.1% | $649.66万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $2,892.64万 | 1.76% | 263,711 | -26,013 | -9.0% | -$285.34万 | 减仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $3,005.83万 | 1.83% | 1,030,100 | 31,153 | 3.1% | $90.90万 | 加仓 |
| AAPL | APPLE INC COM | $3,157.90万 | 1.92% | 124,430 | -418 | -0.3% | -$10.61万 | 减仓 |
| PTL | INSPIRE 500 ETF | $3,673.50万 | 2.23% | 146,614 | 130,873 | 831.4% | $3,279.10万 | 加仓 |
| BKIE | BNY MELLON INTERNATIONAL EQUITY ETF | $4,158.38万 | 2.53% | 445,080 | 34,182 | 8.3% | $319.36万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $4,236.41万 | 2.58% | 711,404 | 38,410 | 5.7% | $228.73万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $9,124.67万 | 5.55% | 465,070 | 221,141 | 90.7% | $4,338.79万 | 加仓 |