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 |
|---|---|---|---|---|---|---|---|---|
| BBY | BEST BUY INC COM | $321 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TFII | TRANSFORCE INC COM | $326 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC COM | $328 | 0.00% | 10 | 10 | — | $328 | 新建仓 |
| — | GLOBAL X FTSE SOUTHEAST ASIA ETF | $331 | 0.00% | 17 | -807 | -97.9% | -$1.57万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $331 | 0.00% | 1 | -1 | -50.0% | -$331 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $331 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EEFT | EURONET WORLDWIDE INC COM | $332 | 0.00% | 5 | 5 | — | $332 | 新建仓 |
| — | ELME COMMUNITIES SH BEN INT | $336 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $337 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRTO | CRITEO S A SPONS ADS | $341 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $342 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO COM | $346 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | INVESCO ENERGY EXPLORATION & PRODUCTION ETF | $348 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A SPONSORED ADS | $349 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $359 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $363 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC COM | $364 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP COM | $364 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP COM | $365 | 0.00% | 5 | 5 | — | $365 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $370 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC CL A | $376 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | GAMESTOP CORP NEW WT EXP 103026 | $394 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $398 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS CORP COM | $400 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A SP ADR PFD NEW | $409 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $410 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL COM | $411 | 0.00% | 5 | 5 | — | $411 | 新建仓 |
| — | DAY ONE BIOPHARMACEUTICALS INC COM | $429 | 0.00% | 20 | 20 | — | $429 | 新建仓 |
| GT | GOODYEAR TIRE & RUBR CO COM | $431 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC CL A SUB VTG | $439 | 0.00% | 6 | -3 | -33.3% | -$220 | 减仓 |
| CXT | CRANE NXT CO COM | $446 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP COM | $460 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC CL B | $461 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $463 | 0.00% | 31 | 31 | — | $463 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $464 | 0.00% | 10 | 5 | 100.0% | $232 | 加仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $465 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $467 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $468 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC COM | $484 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC COM | $486 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC COM | $499 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $504 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | SERVICE PPTYS TR COM SH BEN INT | $508 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| PURR | HYPERLIQUID STRATEGIES INC COM | $509 | 0.00% | 100 | 100 | — | $509 | 新建仓 |
| EMA | EMERA INC COM | $518 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ZVRA | ZEVRA THERAPEUTICS INC COM NEW | $522 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC COM NEW | $524 | 0.00% | 55 | -475 | -89.6% | -$4,525 | 减仓 |
| PPC | PILGRIMS PRIDE CORP COM | $529 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PTLO | PORTILLOS INC COM CL A | $529 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC COM | $530 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $531 | 0.00% | 33 | 10 | 43.5% | $161 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP COM | $540 | 0.00% | 5 | -1 | -16.7% | -$108 | 减仓 |
| IQ | IQIYI INC SPONSORED ADS | $540 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC COM | $545 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PZZA | PAPA JOHNS INTL INC COM | $551 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $553 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $562 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S SPONSORED ADS | $563 | 0.00% | 21 | -10 | -32.3% | -$268 | 减仓 |
| FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND | $571 | 0.00% | 7 | 7 | — | $571 | 新建仓 |
| VVV | VALVOLINE INC COM | $573 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VCEL | VERICEL CORP COM | $579 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GRBK | GREEN BRICK PARTNERS INC COM | $580 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC COM | $581 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $581 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC COM NEW | $588 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC COM NEW | $594 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| DMAR | FT VEST US EQUITY DEEP BUFFER ETF - MARCH | $594 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC COMMON STOCK | $599 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE | $601 | 0.00% | 14 | 14 | — | $601 | 新建仓 |
| VNT | VONTIER CORPORATION COM | $603 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC COM | $603 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MMSI | MERIT MED SYS INC COM | $620 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BOX | BOX INC CL A | $638 | 0.00% | 27 | -850 | -96.9% | -$2.01万 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $644 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC COM | $644 | 0.00% | 9 | 6 | 200.0% | $429 | 加仓 |
| STLA | STELLANTIS N.V SHS | $645 | 0.00% | 91 | 13 | 16.7% | $92 | 加仓 |
| BRO | BROWN & BROWN INC COM | $652 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $652 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $658 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $659 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP COM | $681 | 0.00% | 1 | 1 | — | $681 | 新建仓 |
| SH | PROSHARES SHORT S&P500 | $683 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| RMT | ROYCE MICRO-CAP TR INC COM | $690 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC COM | $693 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $704 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| IVES | DAN IVES WEDBUSH AI REVOLUTION ETF | $709 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC SPONSORED ADR | $709 | 0.00% | 54 | 39 | 260.0% | $512 | 加仓 |
| HLI | HOULIHAN LOKEY INC CL A | $718 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP COMMON STOCK | $735 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ACIW | ACI WORLDWIDE INC COM | $738 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SKY | CHAMPION HOMES INC COM | $744 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $748 | 0.00% | 5 | 5 | — | $748 | 新建仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $749 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES GLOBAL ENERGY ETF | $749 | 0.00% | 13 | -2 | -13.3% | -$115 | 减仓 |
| SM | SM ENERGY COMPANY COM | $750 | 0.00% | 24 | 9 | 60.0% | $281 | 加仓 |
| PRI | PRIMERICA INC COM | $751 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP COM | $759 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP COMMON STOCK | $760 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $760 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC COM | $762 | 0.00% | 5 | 0 | 0.0% | — | 不变 |