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 |
|---|---|---|---|---|---|---|---|---|
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $2,449 | 0.00% | 52 | -21 | -28.8% | -$989 | 减仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $2,480 | 0.00% | 189 | 33 | 21.2% | $433 | 加仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $2,490 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $2,490 | 0.00% | 35 | 25 | 250.0% | $1,779 | 加仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $2,493 | 0.00% | 54 | -1,325 | -96.1% | -$6.12万 | 减仓 |
| AR | ANTERO RESOURCES CORP COM | $2,504 | 0.00% | 59 | 33 | 126.9% | $1,401 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $2,522 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TSLL | DIREXION DAILY TSLA BULL 2X ETF | $2,530 | 0.00% | 208 | 2 | 1.0% | $24 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $2,531 | 0.00% | 106 | -47 | -30.7% | -$1,122 | 减仓 |
| PEGA | PEGASYSTEMS INC COM | $2,554 | 0.00% | 60 | 18 | 42.9% | $766 | 加仓 |
| ANGX | ANGEL STUDIOS INC CL A COM | $2,577 | 0.00% | 845 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $2,602 | 0.00% | 15 | -8 | -34.8% | -$1,388 | 减仓 |
| E | ENI SPA SPONSORED ADR | $2,604 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $2,636 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BBW | BUILD-A-BEAR WORKSHOP INC COM | $2,640 | 0.00% | 71 | 1 | 1.4% | $37 | 加仓 |
| NKE | NIKE INC CL B | $2,641 | 0.00% | 50 | -22 | -30.6% | -$1,162 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC COMMON STOCK | $2,658 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $2,677 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW COM | $2,702 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $2,721 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC COM NEW | $2,737 | 0.00% | 74 | 5 | 7.2% | $185 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $2,752 | 0.00% | 68 | -23 | -25.3% | -$931 | 减仓 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $2,769 | 0.00% | 49 | 40 | 444.4% | $2,260 | 加仓 |
| SE | SEA LTD SPONSORD ADS | $2,816 | 0.00% | 34 | -40 | -54.1% | -$3,313 | 减仓 |
| FDS | FACTSET RESH SYS INC COM | $2,821 | 0.00% | 13 | -1 | -7.1% | -$217 | 减仓 |
| USVM | VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF | $2,840 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | $2,842 | 0.00% | 57 | -1,340 | -95.9% | -$6.68万 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $2,852 | 0.00% | 70 | 1 | 1.4% | $41 | 加仓 |
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $2,875 | 0.00% | 52 | -14 | -21.2% | -$774 | 减仓 |
| FDD | FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND | $2,885 | 0.00% | 162 | 162 | — | $2,885 | 新建仓 |
| — | COLUMBIA SELECT TECHNOLOGY ETF | $2,887 | 0.00% | 100 | 100 | — | $2,887 | 新建仓 |
| — | US GOLDMINING INC COM | $2,896 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| LOWV | AB US LOW VOLATILITY EQUITY ETF | $2,901 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $2,904 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| — | CAPITAL GROUP U.S. LARGE GROWTH ETF | $2,916 | 0.00% | 115 | 12 | 11.7% | $304 | 加仓 |
| FRMI | FERMI INC COM | $2,920 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE SPONSORED ADR | $2,921 | 0.00% | 4 | -1 | -20.0% | -$730 | 减仓 |
| IXG | ISHARES GLOBAL FINANCIALS ETF | $2,945 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW COM | $3,025 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC ORD | $3,048 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | NUVEEN ESG 1-5 YEAR U.S. AGGREGATE BOND ETF | $3,053 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW COM | $3,053 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | REGENTS PARK HEDGED MARKET STRATEGY ETF | $3,073 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| — | VICTORYSHARES US SMALL CAP HIGH DIVIDEND VOLATILITY WTD ETF | $3,088 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $3,093 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP COM | $3,130 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC COM | $3,131 | 0.00% | 126 | 30 | 31.2% | $745 | 加仓 |
| DXCM | DEXCOM INC COM | $3,140 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IMFL | INVESCO INTERNATIONAL DEVELOPED DYNAMIC MULTIFACTOR ETF | $3,196 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| — | PACER INDUSTRIAL REAL ESTATE ETF | $3,199 | 0.00% | 87 | -963 | -91.7% | -$3.54万 | 减仓 |
| MTZ | MASTEC INC COM | $3,217 | 0.00% | 10 | 4 | 66.7% | $1,287 | 加仓 |
| — | FRANKLIN FTSE CHINA ETF | $3,269 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| SMIN | ISHARES MSCI INDIA SMALL CAP ETF | $3,278 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $3,280 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $3,297 | 0.00% | 103 | -25 | -19.5% | -$800 | 减仓 |
| FER | FERROVIAL SE ORD SHS | $3,318 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| — | ISHARES GLOBAL TIMBER & FORESTRY ETF | $3,320 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $3,322 | 0.00% | 7 | 6 | 600.0% | $2,847 | 重新持有 |
| — | GLOBAL X CONSCIOUS COMPANIES ETF | $3,324 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | EVENTIDE INTERNATIONAL ETF | $3,330 | 0.00% | 132 | 132 | — | $3,330 | 新建仓 |
| GSEP | FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER | $3,354 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $3,358 | 0.00% | 55 | 23 | 71.9% | $1,404 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $3,368 | 0.00% | 44 | 33 | 300.0% | $2,526 | 加仓 |
| — | FT VEST U.S. EQUITY QUARTERLY DYNAMIC BUFFER ETF | $3,380 | 0.00% | 100 | 100 | — | $3,380 | 新建仓 |
| REXR | REXFORD INDL RLTY INC COM | $3,410 | 0.00% | 104 | 1 | 1.0% | $33 | 加仓 |
| GATX | GATX CORP COM | $3,415 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $3,456 | 0.00% | 76 | 2 | 2.7% | $91 | 加仓 |
| MCK | MCKESSON CORP COM | $3,461 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | INVESCO INDIA ETF | $3,465 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC COM | $3,477 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $3,483 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| DUSA | DAVIS SELECT U.S. EQUITY ETF | $3,501 | 0.00% | 69 | 69 | — | $3,501 | 新建仓 |
| LITE | LUMENTUM HLDGS INC COM | $3,514 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC COM | $3,517 | 0.00% | 79 | 29 | 58.0% | $1,291 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - FEBRUARY | $3,521 | 0.00% | 100 | 100 | — | $3,521 | 新建仓 |
| ATR | APTARGROUP INC COM | $3,529 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| RUM | RUMBLE INC COM CL A | $3,570 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| JBSS | SANFILIPPO JOHN B & SON INC COM | $3,570 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| REET | ISHARES GLOBAL REIT ETF | $3,571 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| KEX | KIRBY CORP COM | $3,588 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP COM | $3,601 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC COM CL A | $3,619 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $3,628 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO KBW BANK ETF | $3,640 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $3,644 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF | $3,675 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JANUARY | $3,678 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT | $3,702 | 0.00% | 335 | -670 | -66.7% | -$7,404 | 减仓 |
| DHS | WISDOMTREE U.S. HIGH DIVIDEND FUND | $3,713 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| HYD | VANECK HIGH YIELD MUNI ETF | $3,761 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $3,778 | 0.00% | 53 | -33 | -38.4% | -$2,352 | 减仓 |
| EPAM | EPAM SYS INC COM | $3,791 | 0.00% | 28 | -1 | -3.4% | -$135 | 减仓 |
| — | REDFIN CORP 0.5 04/01/2027 | $3,822 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC COM | $3,831 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | ANFIELD DYNAMIC FIXED INCOME ETF | $3,837 | 0.00% | 452 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $3,839 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| — | HARTFORD MULTIFACTOR SMALL CAP ETF | $3,839 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO COM | $3,853 | 0.00% | 71 | -9 | -11.2% | -$488 | 减仓 |
| IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $3,865 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $3,900 | 0.00% | 203 | 0 | 0.0% | — | 不变 |