CREATIVE FINANCIAL DESIGNS INC /ADV
KOKOMO IN · SEC CIK 0000819864
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| FISV | FISERV INC COM | $1,422 | 0.00% | 29 | 15 | 107.1% | $736 | 加仓 |
| SMIZ | ZACKS SMALL/MID CAP ETF | $1,428 | 0.00% | 32 | 32 | — | $1,428 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION COM | $1,429 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $1,434 | 0.00% | 18 | 18 | — | $1,434 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $1,441 | 0.00% | 53 | -24 | -31.2% | -$653 | 减仓 |
| EWZ | ISHARES MSCI BRAZIL ETF | $1,450 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $1,472 | 0.00% | 3 | -60 | -95.2% | -$2.94万 | 减仓 |
| OVV | OVINTIV INC COM | $1,474 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PRGS | PROGRESS SOFTWARE CORP COM | $1,478 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $1,489 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $1,491 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $1,504 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SPEU | STATE STREET SPDR PORTFOLIO EUROPE ETF | $1,537 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | TWO HARBORS INVENTMENT CORPOR COM | $1,551 | 0.00% | 125 | 125 | — | $1,551 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $1,566 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. COM | $1,568 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $1,570 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF | $1,579 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC COM | $1,584 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RWX | SPDR DJ WILSHIRE INTL REAL EST | $1,594 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| USO | UNITED STATES OIL FUND LP | $1,597 | 0.00% | 15 | -300 | -95.2% | -$3.19万 | 减仓 |
| BG | BUNGE GLOBAL SA COM SHS | $1,601 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X RENEWABLE ENERGY PRODUCERS ETF | $1,602 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CMP | COMPASS MINERALS INTL INC COM | $1,619 | 0.00% | 52 | 52 | — | $1,619 | 新建仓 |
| TRI | THOMSON REUTERS CORP COM | $1,633 | 0.00% | 20 | -26 | -56.5% | -$2,123 | 减仓 |
| — | T-REX 2X LONG NFLX DAILY TARGET ETF | $1,650 | 0.00% | 100 | 100 | — | $1,650 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD SHS | $1,663 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $1,681 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $1,695 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC CL A | $1,703 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES KWEB COVERED CALL STRATEGY ETF | $1,705 | 0.00% | 75 | -88 | -54.0% | -$2,001 | 减仓 |
| EIX | EDISON INTL COM | $1,712 | 0.00% | 23 | -3 | -11.5% | -$223 | 减仓 |
| EIPX | FT ENERGY INCOME PARTNERS STRATEGY ETF | $1,722 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1,742 | 0.00% | 14 | -226 | -94.2% | -$2.81万 | 减仓 |
| ADSK | AUTODESK INC COM | $1,750 | 0.00% | 9 | 6 | 200.0% | $1,167 | 重新持有 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $1,753 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC COM | $1,774 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC COM | $1,775 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND | $1,798 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC COM | $1,800 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT COM NEW | $1,821 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP COM | $1,834 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | DEFIANCE DAILY TARGET 2X LONG RGTI ETF | $1,850 | 0.00% | 100 | 100 | — | $1,850 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $1,851 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC COM | $1,854 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $1,854 | 0.00% | 82 | 20 | 32.3% | $452 | 加仓 |
| RMBS | RAMBUS INC DEL COM | $1,858 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP COM | $1,879 | 0.00% | 209 | -26 | -11.1% | -$234 | 减仓 |
| DCI | DONALDSON INC COM | $1,885 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC COM | $1,885 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC COM | $1,895 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC COM | $1,903 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC COM | $1,921 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CBLL | CERIBELL INC COM | $1,945 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $1,949 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP COM | $1,955 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $1,975 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $1,991 | 0.00% | 14 | 7 | 100.0% | $996 | 加仓 |
| — | FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF | $2,008 | 0.00% | 47 | 47 | — | $2,008 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $2,018 | 0.00% | 181 | -170 | -48.4% | -$1,895 | 减仓 |
| — | US GOLDMINING INC COM | $2,024 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $2,029 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $2,033 | 0.00% | 75 | 28 | 59.6% | $759 | 重新持有 |
| MOS | MOSAIC CO COM | $2,034 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P KENSHO CLEAN POWER ETF | $2,036 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $2,048 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP COM | $2,073 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| GOLD | GOLD COM INC COM | $2,081 | 0.00% | 50 | 50 | — | $2,081 | 新建仓 |
| WAFD | WAFD INC COM | $2,110 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COMPANIES INC COMMON STOCK | $2,111 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LTD COM NEW | $2,112 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC CL A | $2,119 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $2,129 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $2,130 | 0.00% | 12 | 5 | 71.4% | $888 | 加仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $2,138 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| JBSS | SANFILIPPO JOHN B & SON INC COM | $2,150 | 0.00% | 25 | -20 | -44.4% | -$1,720 | 减仓 |
| E | ENI SPA SPONSORED ADR | $2,156 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BBW | BUILD-A-BEAR WORKSHOP INC COM | $2,171 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $2,186 | 0.00% | 53 | 1 | 1.9% | $41 | 加仓 |
| BWA | BORGWARNER INC COM | $2,191 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $2,202 | 0.00% | 65 | 54 | 490.9% | $1,829 | 加仓 |
| LW | LAMB WESTON HLDGS INC COM | $2,203 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD AMER REG 1 CERT | $2,203 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| — | DATAVAULT AI INC COM SHS | $2,237 | 0.00% | 6,391 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $2,243 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $2,244 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $2,282 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IDLV | INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF | $2,284 | 0.00% | 66 | 1 | 1.5% | $35 | 加仓 |
| MISL | FIRST TRUST INDXX AEROSPACE & DEFENSE ETF | $2,289 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC COM | $2,295 | 0.00% | 26 | 26 | — | $2,295 | 新建仓 |
| — | GLOBAL X CLIMATETECH ETF | $2,331 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| M | MACYS INC COM | $2,355 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF | $2,356 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $2,359 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CORZW | CORE SCIENTIFIC INC NEW WT EXP 012327 | $2,369 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| VRIG | INVESCO VARIABLE RATE INVESTMENT GRADE ETF | $2,382 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| AVMV | AVANTIS U.S. MID CAP VALUE ETF | $2,416 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF-FEBRUARY | $2,429 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $2,434 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC COM | $2,435 | 0.00% | 13 | 0 | 0.0% | — | 不变 |