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
WEX WEX INC COM $8470.00%6 00.0% — 不变
CSGP COSTAR GROUP INC COM $8500.00%30 25500.0% $708 重新持有
PRI PRIMERICA INC COM $8530.00%3 00.0% — 不变
THG HANOVER INS GROUP INC COM $8560.00%4 00.0% — 不变
CALX CALIX INC COM $8580.00%23 00.0% — 不变
PSO PEARSON PLC SPONSORED ADR $8580.00%54 00.0% — 不变
VOD VODAFONE GROUP PLC SPONSORED ADR $8600.00%65 -16-19.8% -$212 减仓
VYX NCR VOYIX CORPORATION COM $8660.00%106 106— $866 新建仓
SKY CHAMPION HOMES INC COM $8810.00%10 00.0% — 不变
RMT ROYCE MICRO-CAP TR INC COM $8930.00%61 00.0% — 不变
FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS $8950.00%7 00.0% — 不变
MTDR MATADOR RES CO COM $8960.00%18 00.0% — 不变
WAL WESTERN ALLIANCE BANCORP COM $9040.00%11 00.0% — 不变
ACIW ACI WORLDWIDE INC COM $9050.00%18 00.0% — 不变
PJT PJT PARTNERS INC COM CL A $9060.00%6 00.0% — 不变
— FRANKLIN RESPONSIBLY SOURCED GOLD ETF $9070.00%17 -2-10.5% -$107 减仓
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR $9200.00%96 00.0% — 不变
BCD ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF $9220.00%27 00.0% — 不变
ADEA ADEIA INC COM $9220.00%28 28— $922 新建仓
OPEN OPENDOOR TECHNOLOGIES INC COM $9240.00%200 100100.0% $462 加仓
FCEL FUELCELL ENERGY INC COM NEW $9360.00%26 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS $9420.00%21 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC CL A $9490.00%11 11— $949 新建仓
KMX CARMAX INC COM $9520.00%18 -5-21.7% -$264 减仓
IVES DAN IVES WEDBUSH AI REVOLUTION ETF $9530.00%25 00.0% — 不变
LMAT LEMAITRE VASCULAR INC COM $9600.00%10 00.0% — 不变
ACT ENACT HLDGS INC COM $9600.00%21 00.0% — 不变
VGNT VERSIGENT PLC ORDINARY SHARES $9660.00%23 23— $966 新建仓
BRBR BELLRING BRANDS INC COMMON STOCK $9710.00%75 42127.3% $544 加仓
TRMB TRIMBLE INC COM $9720.00%19 535.7% $256 加仓
EFC ELLINGTON FINANCIAL INC COM $9800.00%72 72— $980 新建仓
NGG NATIONAL GRID PLC SPONSORED ADR NE $9840.00%12 -12-50.0% -$984 减仓
BCE BCE INC COM NEW $9850.00%46 00.0% — 不变
BOOT BOOT BARN HLDGS INC COM $9860.00%6 00.0% — 不变
CVLT COMMVAULT SYS INC COM $9920.00%7 00.0% — 不变
— T-REX 2X LONG RDW DAILY TARGET ETF $9930.00%100 100— $993 新建仓
ALGN ALIGN TECHNOLOGY INC COM $1,0120.00%6 00.0% — 不变
PRTA PROTHENA CORP PLC SHS $1,0180.00%104 104— $1,018 新建仓
JPSE JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF $1,0230.00%17 17— $1,023 新建仓
ASIX ADVANSIX INC COM $1,0340.00%52 00.0% — 不变
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS $1,0390.00%6 00.0% — 不变
EQIX EQUINIX INC COM $1,0420.00%1 00.0% — 不变
R RYDER SYS INC COM $1,0550.00%4 00.0% — 不变
DDS DILLARDS INC CL A $1,0570.00%2 -100-98.0% -$5.29万 减仓
BMO BANK MONTREAL MEDIUM COM $1,0600.00%6 00.0% — 不变
PL PLANET LABS PBC COM CL A $1,0600.00%32 32— $1,060 新建仓
RITM RITHM CAPITAL CORP COM NEW $1,0720.00%114 00.0% — 不变
POLE ANDRETTI ACQUISITION CORP II ORD SHS CL A $1,0750.00%100 00.0% — 不变
BHF BRIGHTHOUSE FINL INC COM $1,0760.00%17 17— $1,076 新建仓
ABCB AMERIS BANCORP COM $1,0830.00%12 00.0% — 不变
UTHR UNITED THERAPEUTICS CORP DEL COM $1,0840.00%2 00.0% — 不变
BFH BREAD FINANCIAL HOLDINGS INC COM $1,0840.00%10 00.0% — 不变
PRIM PRIMORIS SVCS CORP COM $1,0900.00%11 00.0% — 不变
LBTYK LIBERTY GLOBAL LTD COM CL C $1,1000.00%100 00.0% — 不变
SRRK SCHOLAR ROCK HLDG CORP COM $1,1000.00%20 00.0% — 不变
EPAM EPAM SYS INC COM $1,1110.00%14 -14-50.0% -$1,111 减仓
FRPT FRESHPET INC COM $1,1230.00%19 00.0% — 不变
NATL NCR ATLEOS CORPORATION COM SHS $1,1290.00%26 26— $1,129 新建仓
HBM HUDBAY MINERALS INC COM $1,1330.00%48 48— $1,133 新建仓
YETI YETI HLDGS INC COM $1,1400.00%23 00.0% — 不变
TXRH TEXAS ROADHOUSE INC COM $1,1590.00%6 00.0% — 不变
— SURF AIR MOBILITY INC COM NEW $1,1600.00%1,000 00.0% — 不变
RHI ROBERT HALF INC. COM $1,1670.00%38 00.0% — 不变
NEO NEOGENOMICS INC COM NEW $1,1670.00%80 00.0% — 不变
— XTRACKERS RUSSELL 1000 US QUALITY AT A REASONABLE PRICE ETF $1,1670.00%18 18— $1,167 新建仓
CC CHEMOURS CO COM $1,1700.00%57 57— $1,170 新建仓
OII OCEANEERING INTL INC COM $1,1750.00%29 00.0% — 不变
CAVA CAVA GROUP INC COM $1,1770.00%15 00.0% — 不变
TTEK TETRA TECH INC NEW COM $1,1840.00%41 00.0% — 不变
GMED GLOBUS MED INC CL A $1,1850.00%15 00.0% — 不变
ACM AECOM COM $1,1870.00%17 00.0% — 不变
VIAV VIAVI SOLUTIONS INC COM $1,1940.00%25 00.0% — 不变
STM STMICROELECTRONICS N V NY REGISTRY $1,1980.00%16 00.0% — 不变
— KOSS CORP COM $1,2030.00%300 00.0% — 不变
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD $1,2050.00%5 00.0% — 不变
ICLR ICON PUB LTD CO SHS $1,2160.00%7 00.0% — 不变
QJUN FT VEST NASDAQ-100 BUFFER ETF - JUNE $1,2500.00%37 00.0% — 不变
FFBC 1ST FINL BANCORP COM $1,2520.00%37 -213-85.2% -$7,207 重新持有
BRKR BRUKER CORP COM $1,2640.00%21 00.0% — 不变
GPK GRAPHIC PACKAGING HLDG CO COM $1,2680.00%120 90300.0% $951 加仓
NTNX NUTANIX INC CL A $1,2740.00%25 00.0% — 不变
MIRM MIRUM PHARMACEUTICALS INC COM $1,2880.00%11 -2-15.4% -$234 减仓
RBC RBC BEARINGS INC COM $1,2880.00%2 00.0% — 不变
NWG NATWEST GROUP PLC SPONS ADR $1,3050.00%74 -373-83.4% -$6,578 减仓
— AVALONBAY CMNTYS INC COM $1,3210.00%7 00.0% — 不变
TDY TELEDYNE TECHNOLOGIES INC COM $1,3340.00%2 00.0% — 不变
PCVX VAXCYTE INC COM $1,3370.00%23 00.0% — 不变
ESGD ISHARES ESG AWARE MSCI EAFE ETF $1,3370.00%13 218.2% $206 加仓
AM ANTERO MIDSTREAM CORP COM $1,3420.00%59 00.0% — 不变
CORZ CORE SCIENTIFIC INC NEW COM $1,3560.00%53 00.0% — 不变
TTC TORO CO COM $1,3640.00%14 00.0% — 不变
SN SHARKNINJA INC COM SHS $1,3700.00%9 00.0% — 不变
BETR BETTER HOME & FINANCE HOLDING COM NEW CL A $1,3750.00%50 00.0% — 不变
CM CANADIAN IMPERIAL BANK OF COMM COM $1,3800.00%12 -76-86.4% -$8,740 减仓
TILT FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND $1,3800.00%5 00.0% — 不变
BOKF BOK FINL CORP COM NEW $1,3890.00%10 00.0% — 不变
APG API GROUP CORP COM STK $1,3980.00%33 00.0% — 不变
EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF $1,4040.00%12 00.0% — 不变
— TOPBUILD COR COM $1,4180.00%4 00.0% — 不变
ALLE ALLEGION PLC ORD SHS $1,4190.00%10 00.0% — 不变