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 |
|---|---|---|---|---|---|---|---|---|
| ARW | ARROW ELECTRS INC COM | $1,291 | 0.00% | 9 | 9 | — | $1,291 | 新建仓 |
| GMED | GLOBUS MED INC CL A | $1,292 | 0.00% | 15 | 15 | — | $1,292 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD SHS | $1,302 | 0.00% | 47 | 47 | — | $1,302 | 新建仓 |
| TTC | TORO CO COM | $1,308 | 0.00% | 14 | 14 | — | $1,308 | 新建仓 |
| ATI | ATI INC COM | $1,309 | 0.00% | 9 | 9 | — | $1,309 | 新建仓 |
| CGNX | COGNEX CORP COM | $1,323 | 0.00% | 27 | 27 | — | $1,323 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $1,332 | 0.00% | 6 | 6 | — | $1,332 | 新建仓 |
| APG | API GROUP CORP COM STK | $1,337 | 0.00% | 33 | 33 | — | $1,337 | 新建仓 |
| PCVX | VAXCYTE INC COM | $1,337 | 0.00% | 23 | 23 | — | $1,337 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $1,339 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $1,343 | 0.00% | 28 | 28 | — | $1,343 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP COM | $1,345 | 0.00% | 59 | 59 | — | $1,345 | 新建仓 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $1,399 | 0.00% | 62 | 46 | 287.5% | $1,038 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $1,400 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $1,403 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR COM | $1,405 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC CL A | $1,409 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $1,429 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SPEU | STATE STREET SPDR PORTFOLIO EUROPE ETF | $1,435 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ACM | AECOM COM | $1,442 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC ORD SHS | $1,462 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC CL A | $1,463 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $1,511 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | HUYA INC ADS REP SHS A | $1,519 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LTD COM NEW | $1,540 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| RWX | SPDR DJ WILSHIRE INTL REAL EST | $1,571 | 0.00% | 59 | -3 | -4.8% | -$80 | 减仓 |
| PRIM | PRIMORIS SVCS CORP COM | $1,573 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | CORE SCIENTIFIC INC NEW WT EXP 012329 | $1,575 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $1,592 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES MSCI BRAZIL ETF | $1,598 | 0.00% | 42 | 1 | 2.4% | $38 | 加仓 |
| — | FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF | $1,607 | 0.00% | 20 | -523 | -96.3% | -$4.20万 | 减仓 |
| — | STATE STREET SPDR S&P KENSHO CLEAN POWER ETF | $1,626 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC COM | $1,627 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC COM | $1,645 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $1,660 | 0.00% | 22 | -29 | -56.9% | -$2,188 | 减仓 |
| — | GLOBAL X RENEWABLE ENERGY PRODUCERS ETF | $1,661 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC COM | $1,662 | 0.00% | 28 | 23 | 460.0% | $1,365 | 加仓 |
| — | WEBSTER FINL CORP COM | $1,666 | 0.00% | 24 | 19 | 380.0% | $1,319 | 加仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $1,715 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| WAFD | WAFD INC COM | $1,727 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X HYDROGEN ETF | $1,739 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $1,755 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $1,762 | 0.00% | 19 | 14 | 280.0% | $1,298 | 加仓 |
| EIPX | FT ENERGY INCOME PARTNERS STRATEGY ETF | $1,769 | 0.00% | 55 | 55 | — | $1,769 | 新建仓 |
| BETR | BETTER HOME & FINANCE HOLDING COM NEW CL A | $1,781 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC COM | $1,782 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC SPONSORED ADR | $1,790 | 0.00% | 54 | 3 | 5.9% | $99 | 加仓 |
| BWA | BORGWARNER INC COM | $1,791 | 0.00% | 33 | 33 | — | $1,791 | 新建仓 |
| QGEN | QIAGEN NV ORD SHARES | $1,802 | 0.00% | 45 | 20 | 80.0% | $801 | 加仓 |
| — | WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND | $1,808 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| M | MACYS INC COM | $1,809 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $1,811 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | PDS BIOTECHNOLOGY CORP COM | $1,815 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| CBLL | CERIBELL INC COM | $1,833 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC COM NEW | $1,837 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC COM | $1,843 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $1,881 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD AMER REG 1 CERT | $1,895 | 0.00% | 261 | 216 | 480.0% | $1,568 | 加仓 |
| EIX | EDISON INTL COM | $1,903 | 0.00% | 26 | 3 | 13.0% | $220 | 加仓 |
| BG | BUNGE GLOBAL SA COM SHS | $1,908 | 0.00% | 15 | 10 | 200.0% | $1,272 | 加仓 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $1,927 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $1,938 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC COM | $1,970 | 0.00% | 6 | 3 | 100.0% | $985 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC COM NEW | $1,997 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $2,001 | 0.00% | 25 | -280 | -91.8% | -$2.24万 | 减仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $2,020 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $2,029 | 0.00% | 26 | -961 | -97.4% | -$7.50万 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $2,041 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | $2,054 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $2,084 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X CLIMATETECH ETF | $2,100 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $2,101 | 0.00% | 29 | 24 | 480.0% | $1,739 | 加仓 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $2,105 | 0.00% | 29 | 29 | — | $2,105 | 新建仓 |
| ALC | ALCON AG ORD SHS | $2,110 | 0.00% | 28 | -11 | -28.2% | -$829 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $2,110 | 0.00% | 77 | 24 | 45.3% | $658 | 加仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $2,120 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $2,150 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC COM | $2,152 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC COM | $2,153 | 0.00% | 204 | 4 | 2.0% | $42 | 加仓 |
| DOX | AMDOCS LTD SHS | $2,154 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD COM | $2,171 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $2,177 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP COM | $2,183 | 0.00% | 235 | 26 | 12.4% | $242 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $2,211 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF-FEBRUARY | $2,218 | 0.00% | 100 | 100 | — | $2,218 | 新建仓 |
| RWR | SPDR DJ WILSHIRE REIT (ETF) | $2,221 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $2,223 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AVMV | AVANTIS U.S. MID CAP VALUE ETF | $2,225 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MISL | FIRST TRUST INDXX AEROSPACE & DEFENSE ETF | $2,236 | 0.00% | 50 | 50 | — | $2,236 | 新建仓 |
| IDLV | INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF | $2,248 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC COM | $2,249 | 0.00% | 64 | 64 | — | $2,249 | 新建仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $2,260 | 0.00% | 71 | 71 | — | $2,260 | 新建仓 |
| SVAL | ISHARES US SMALL CAP VALUE FACTOR ETF | $2,264 | 0.00% | 63 | -33 | -34.4% | -$1,186 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $2,327 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V COM | $2,362 | 0.00% | 12 | -11 | -47.8% | -$2,165 | 减仓 |
| VRIG | INVESCO VARIABLE RATE INVESTMENT GRADE ETF | $2,378 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC CLASS A | $2,388 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $2,402 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC COM | $2,444 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO COM | $2,448 | 0.00% | 96 | 0 | 0.0% | — | 不变 |