13F 机构持仓

CREATIVE FINANCIAL DESIGNS INC /ADV

KOKOMO IN · SEC CIK 0000819864

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$21.00亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTV 4.6%
BKIE 2.4%
VGIT 2.2%
ELCV 1.9%
AAPL 1.7%
LLY 1.7%
PTL 1.6%
GARP 1.6%
AMZN 1.5%
BIBL 1.4%

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
CNS COHEN & STEERS INC COM $3810.00%5 00.0% — 不变
TNL TRAVEL PLUS LEISURE CO COM $3820.00%5 00.0% — 不变
BBD BANCO BRADESCO S A SP ADR PFD NEW $3890.00%112 00.0% — 不变
SM SM ENERGY COMPANY COM $3920.00%15 -9-37.5% -$235 减仓
PPC PILGRIMS PRIDE CORP COM $3940.00%14 00.0% — 不变
HUM HUMANA INC COM $3970.00%1 00.0% — 不变
SPGI S&P GLOBAL INC COM $4070.00%1 -1-50.0% -$407 减仓
GFS GLOBALFOUNDRIES INC ORDINARY SHARES $4120.00%5 00.0% — 不变
CG CARLYLE GROUP INC COM $4210.00%10 00.0% — 不变
BC BRUNSWICK CORP COM $4210.00%5 00.0% — 不变
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF $4280.00%5 00.0% — 不变
GT GOODYEAR TIRE & RUBR CO COM $4290.00%65 00.0% — 不变
TFII TFI INTERNATIONAL INC COM $4310.00%3 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC COM $4310.00%5 00.0% — 不变
EVRG EVERGY INC COM $4320.00%5 00.0% — 不变
LINE LINEAGE INC COM $4330.00%10 00.0% — 不变
ELF E L F BEAUTY INC COM $4440.00%6 00.0% — 不变
FCN FTI CONSULTING INC COM $4470.00%3 00.0% — 不变
UNM UNUM GROUP COM $4470.00%5 00.0% — 不变
RTO RENTOKIL INITIAL PLC SPONSORED ADR $4580.00%16 00.0% — 不变
W WAYFAIR INC CL A $4620.00%5 00.0% — 不变
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF $4680.00%10 00.0% — 不变
FMC FMC CORP COM NEW $4720.00%41 -20-32.8% -$230 减仓
PTLO PORTILLOS INC COM CL A $4740.00%100 00.0% — 不变
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $4750.00%2 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL COM $4780.00%10 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW COM $4810.00%5 -24-82.8% -$2,309 减仓
VNT VONTIER CORPORATION COM $4930.00%17 00.0% — 不变
— CAPITAL GROUP U.S. LARGE VALUE ETF $4950.00%16 8100.0% $248 加仓
PAYC PAYCOM SOFTWARE INC COM $5030.00%4 00.0% — 不变
PBH PRESTIGE CONSMR HEALTHCARE INC COM $5200.00%11 00.0% — 不变
VTS VITESSE ENERGY INC COMMON STOCK $5200.00%33 00.0% — 不变
WTW WILLIS TOWERS WATSON PLC LTD SHS $5230.00%2 00.0% — 不变
PCTY PAYLOCITY HLDG CORP COM $5230.00%5 00.0% — 不变
NWL NEWELL BRANDS INC COM $5280.00%86 00.0% — 不变
EMA EMERA INC COM $5300.00%10 00.0% — 不变
INSM INSMED INC COM PAR $.01 $5330.00%5 00.0% — 不变
UI UBIQUITI INC COM $5340.00%1 00.0% — 不变
BTQ BTQ TECHNOLOGIES CORP COM $5390.00%100 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS INC COM $5480.00%4 4— $548 新建仓
JHX JAMES HARDIE INDS PLC ORD SHS $5500.00%21 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION CL A COM STK $5570.00%5 00.0% — 重新持有
CXT CRANE NXT CO COM $5630.00%11 00.0% — 不变
FNF FIDELITY NATL FINL INC COM SHS $5660.00%12 7140.0% $330 加仓
ETR ENTERGY CORP NEW COM $5740.00%5 00.0% — 不变
DUOL DUOLINGO INC CL A COM $5750.00%5 5— $575 新建仓
LAD LITHIA MTRS INC COM $5810.00%2 00.0% — 不变
SH PROSHARES SHORT S&P500 $5940.00%18 00.0% — 不变
AIG AMERICAN INTL GROUP INC COM NEW $5960.00%8 -95-92.2% -$7,078 减仓
— TRAVELZOO COM NEW $6070.00%52 52— $607 新建仓
— FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE $6220.00%14 00.0% — 不变
DSGX DESCARTES SYS GROUP INC COM $6230.00%9 00.0% — 不变
CPB THE CAMPBELLS COMPANY COM $6240.00%28 -18-39.1% -$401 减仓
MMSI MERIT MED SYS INC COM $6240.00%9 00.0% — 不变
PZZA PAPA JOHNS INTL INC COM $6250.00%17 00.0% — 不变
DMAR FT VEST US EQUITY DEEP BUFFER ETF - MARCH $6260.00%14 00.0% — 不变
CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF $6260.00%17 9112.5% $331 加仓
IXC ISHARES GLOBAL ENERGY ETF $6390.00%13 00.0% — 不变
WLK WESTLAKE CORPORATION COM $6570.00%9 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $6660.00%20 00.0% — 不变
HLI HOULIHAN LOKEY INC CL A $6710.00%5 00.0% — 不变
VVV VALVOLINE INC COM $6720.00%17 00.0% — 不变
SLVM SYLVAMO CORP COMMON STOCK $6800.00%18 00.0% — 不变
AMTM AMENTUM HOLDINGS INC COM $6820.00%33 00.0% — 不变
— VOYAGER THERAPEUTICS INC COM $7000.00%200 00.0% — 不变
COLB COLUMBIA BKG SYS INC COM $7050.00%22 00.0% — 不变
PLUG PLUG PWR INC COM NEW $7050.00%260 00.0% — 不变
BOX BOX INC CL A $7170.00%27 00.0% — 不变
GRBK GREEN BRICK PARTNERS INC COM $7200.00%9 00.0% — 不变
TOST TOAST INC CL A $7230.00%26 -170-86.7% -$4,727 减仓
— NET LEASE OFFICE PROPERTIES COM $7340.00%66 66— $734 新建仓
LION LIONSGATE STUDIOS CORP COM $7350.00%48 00.0% — 不变
BMI BADGER METER INC COM $7420.00%5 00.0% — 不变
COLM COLUMBIA SPORTSWEAR CO COM $7420.00%12 00.0% — 不变
BITO PROSHARES BITCOIN ETF $7460.00%94 11.1% $8 加仓
ETSY ETSY INC COM $7530.00%10 -140-93.3% -$1.05万 减仓
KNF KNIFE RIVER CORP COMMON STOCK $7530.00%9 00.0% — 不变
CW CURTISS WRIGHT CORP COM $7580.00%1 00.0% — 不变
SFM SPROUTS FMRS MKT INC COM $7610.00%9 -5-35.7% -$423 减仓
GDDY GODADDY INC CL A $7640.00%9 480.0% $340 重新持有
OLLI OLLIES BARGAIN OUTLET HLDGS COM $7690.00%10 -1-9.1% -$77 减仓
RDW REDWIRE CORPORATION COM $7700.00%63 63— $770 新建仓
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF $7720.00%40 00.0% — 不变
LRN STRIDE INC COM $7760.00%9 00.0% — 不变
TEAM ATLASSIAN CORPORATION CL A $7780.00%10 10— $778 新建仓
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR $7890.00%12 00.0% — 不变
AVTR AVANTOR INC COM $7920.00%80 40100.0% $396 加仓
METC RAMACO RES INC COM CL A $7940.00%60 00.0% — 不变
UFPT UFP TECHNOLOGIES INC COM $7950.00%3 00.0% — 不变
VCEL VERICEL CORP COM $8010.00%18 00.0% — 不变
ZVRA ZEVRA THERAPEUTICS INC COM NEW $8030.00%56 00.0% — 不变
AVAV AEROVIRONMENT INC COM $8250.00%5 -25-83.3% -$4,125 减仓
WHR WHIRLPOOL CORP COM $8280.00%21 00.0% — 不变
BLKB BLACKBAUD INC COM $8290.00%28 00.0% — 不变
— LIBERTY BROADBAND CORP COM SER A $8320.00%25 00.0% — 不变
DMLP DORCHESTER MINERALS L P COM UNIT $8330.00%33 00.0% — 不变
CSW CSW INDUSTRIALS INC COM $8350.00%3 00.0% — 不变
ITGR INTEGER HLDGS CORP COM $8410.00%9 00.0% — 不变
BCPC BALCHEM CORP COM $8450.00%5 00.0% — 不变
LOGI LOGITECH INTL S A SHS $8460.00%9 00.0% — 不变