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 |
|---|---|---|---|---|---|---|---|---|
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $762 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $768 | 0.00% | 20 | -175 | -89.7% | -$6,720 | 减仓 |
| — | VOYAGER THERAPEUTICS INC COM | $772 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC SHS | $775 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $777 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP COM | $779 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC COM | $781 | 0.00% | 14 | -10 | -41.7% | -$558 | 减仓 |
| CSW | CSW INDUSTRIALS INC COM | $782 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC COM | $790 | 0.00% | 1 | 1 | — | $790 | 新建仓 |
| ITGR | INTEGER HLDGS CORP COM | $792 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $793 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC COM | $794 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $801 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $801 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM COM | $812 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC COM PAR $.01 | $818 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC COM | $819 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A SHS | $820 | 0.00% | 9 | 3 | 50.0% | $273 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $832 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC COM CL A | $838 | 0.00% | 6 | -2 | -25.0% | -$279 | 减仓 |
| YETI | YETI HLDGS INC COM | $842 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP COM | $847 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $851 | 0.00% | 2 | -5 | -71.4% | -$2,128 | 减仓 |
| ACT | ENACT HLDGS INC COM | $857 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC COM | $861 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES BITCOIN ETF | $868 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC COM | $878 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP COM | $889 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $890 | 0.00% | 28 | 7 | 33.3% | $222 | 加仓 |
| DMLP | DORCHESTER MINERALS L P COM UNIT | $894 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $913 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC COM | $918 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC COM CL A | $928 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $933 | 0.00% | 21 | 6 | 40.0% | $267 | 加仓 |
| ABCB | AMERIS BANCORP COM | $936 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $938 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $945 | 0.00% | 5 | 5 | — | $945 | 新建仓 |
| NTNX | NUTANIX INC CL A | $950 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $952 | 0.00% | 38 | -10 | -20.8% | -$251 | 减仓 |
| SN | SHARKNINJA INC COM SHS | $953 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC COM | $956 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. COM | $965 | 0.00% | 38 | -20 | -34.5% | -$508 | 减仓 |
| BCD | ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | $966 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $980 | 0.00% | 1 | -4 | -80.0% | -$3,920 | 重新持有 |
| SRRK | SCHOLAR ROCK HLDG CORP COM | $983 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC COM | $991 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RSPG | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | $999 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $1,012 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY COM | $1,024 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC COM | $1,029 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC COM | $1,029 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP COM NEW | $1,050 | 0.00% | 61 | 10 | 19.6% | $172 | 加仓 |
| WLK | WESTLAKE CORPORATION COM | $1,051 | 0.00% | 9 | 9 | — | $1,051 | 新建仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $1,052 | 0.00% | 11 | 1 | 10.0% | $96 | 加仓 |
| POLE | ANDRETTI ACQUISITION CORP II ORD SHS CL A | $1,065 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | KOSS CORP COM | $1,074 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC COM | $1,080 | 0.00% | 14 | 5 | 55.6% | $386 | 加仓 |
| BLKB | BLACKBAUD INC COM | $1,081 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP COM NEW | $1,081 | 0.00% | 114 | 114 | — | $1,081 | 新建仓 |
| RBC | RBC BEARINGS INC COM | $1,086 | 0.00% | 2 | 2 | — | $1,086 | 新建仓 |
| LMAT | LEMAITRE VASCULAR INC COM | $1,092 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CORZW | CORE SCIENTIFIC INC NEW WT EXP 012327 | $1,101 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $1,101 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC COM | $1,108 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FRPT | FRESHPET INC COM | $1,120 | 0.00% | 19 | 19 | — | $1,120 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP COMMON STOCK | $1,121 | 0.00% | 637 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION COM | $1,124 | 0.00% | 6 | 6 | — | $1,124 | 新建仓 |
| CALX | CALIX INC COM | $1,127 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PRGS | PROGRESS SOFTWARE CORP COM | $1,129 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $1,132 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO COM | $1,137 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $1,143 | 0.00% | 7 | -2 | -22.2% | -$327 | 减仓 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $1,149 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | SURF AIR MOBILITY INC COM NEW | $1,150 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| QJUN | FT VEST NASDAQ-100 BUFFER ETF - JUNE | $1,156 | 0.00% | 37 | -10,473 | -99.6% | -$32.72万 | 减仓 |
| BCE | BCE INC COM NEW | $1,156 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC COM | $1,158 | 0.00% | 90 | 30 | 50.0% | $386 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $1,161 | 0.00% | 4 | 4 | — | $1,161 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD COM CL C | $1,173 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN RESPONSIBLY SOURCED GOLD ETF | $1,181 | 0.00% | 19 | 19 | — | $1,181 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $1,182 | 0.00% | 3 | 3 | — | $1,182 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $1,186 | 0.00% | 2 | 2 | — | $1,186 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC COM | $1,201 | 0.00% | 13 | 2 | 18.2% | $185 | 加仓 |
| RMBS | RAMBUS INC DEL COM | $1,204 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TILT | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | $1,207 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $1,210 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC COM | $1,214 | 0.00% | 15 | 15 | — | $1,214 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC COM | $1,214 | 0.00% | 16 | 16 | — | $1,214 | 新建仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $1,217 | 0.00% | 81 | 16 | 24.6% | $240 | 加仓 |
| MRNA | MODERNA INC COM | $1,219 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF | $1,221 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $1,230 | 0.00% | 7 | 4 | 133.3% | $703 | 加仓 |
| TTEK | TETRA TECH INC NEW COM | $1,235 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. COM | $1,251 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC COM | $1,253 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP COM SER A | $1,256 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC COM | $1,264 | 0.00% | 13 | 13 | — | $1,264 | 新建仓 |
| ASIX | ADVANSIX INC COM | $1,269 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP COM NEW | $1,281 | 0.00% | 10 | 10 | — | $1,281 | 新建仓 |
| — | HOLOGIC INC COM | $1,285 | 0.00% | 17 | 0 | 0.0% | — | 不变 |