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 |
|---|---|---|---|---|---|---|---|---|
| BKLN | INVESCO SENIOR LOAN ETF | $2,485 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X HYDROGEN ETF | $2,547 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $2,549 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $2,555 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $2,604 | 0.00% | 32 | 2 | 6.7% | $163 | 加仓 |
| — | CORE SCIENTIFIC INC NEW WT EXP 012329 | $2,616 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC COM NEW | $2,621 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SVAL | ISHARES US SMALL CAP VALUE FACTOR ETF | $2,632 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| — | PDS BIOTECHNOLOGY CORP COM | $2,643 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $2,668 | 0.00% | 65 | 15 | 30.0% | $616 | 加仓 |
| RELX | RELX PLC SPONSORED ADR | $2,692 | 0.00% | 85 | 31 | 57.4% | $982 | 加仓 |
| FSLY | FASTLY INC CL A | $2,699 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD COM | $2,715 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC CLASS A | $2,732 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | FT VEST BITCOIN STRATEGY & TARGET INCOME ETF | $2,780 | 0.00% | 250 | 250 | — | $2,780 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC SPONSORED ADS | $2,830 | 0.00% | 200 | 200 | — | $2,830 | 新建仓 |
| — | FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF | $2,840 | 0.00% | 250 | -500 | -66.7% | -$5,680 | 减仓 |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | $2,840 | 0.00% | 58 | 1 | 1.8% | $49 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $2,854 | 0.00% | 67 | -1 | -1.5% | -$43 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $2,906 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | FIS TACTICAL EQUITY ETF | $2,907 | 0.00% | 100 | 100 | — | $2,907 | 新建仓 |
| FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND | $2,916 | 0.00% | 32 | 25 | 357.1% | $2,278 | 加仓 |
| DOX | AMDOCS LTD SHS | $2,931 | 0.00% | 58 | 25 | 75.8% | $1,263 | 加仓 |
| TSLL | DIREXION DAILY TSLA BULL 2X ETF | $2,973 | 0.00% | 210 | 2 | 1.0% | $28 | 加仓 |
| MSSM | MORGAN STANLEY PATHWAY SMALL-MID CAP EQUITY ETF | $2,974 | 0.00% | 48 | 48 | — | $2,974 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC COM | $2,978 | 0.00% | 209 | 5 | 2.5% | $71 | 加仓 |
| — | FRANKLIN FTSE CHINA ETF | $2,980 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC COM | $2,991 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FDD | FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND | $3,005 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $3,022 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC ADR | $3,030 | 0.00% | 113 | -32 | -22.1% | -$858 | 减仓 |
| — | NUVEEN ESG 1-5 YEAR U.S. AGGREGATE BOND ETF | $3,037 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $3,039 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $3,056 | 0.00% | 53 | 1 | 1.9% | $58 | 加仓 |
| QGEN | QIAGEN NV ORD SHARES | $3,089 | 0.00% | 79 | 34 | 75.6% | $1,329 | 加仓 |
| ANGX | ANGEL STUDIOS INC. CL A COM | $3,101 | 0.00% | 845 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC ORD | $3,103 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $3,125 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| — | ISHARES GLOBAL TIMBER & FORESTRY ETF | $3,128 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| LOWV | AB US LOW VOLATILITY EQUITY ETF | $3,133 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $3,141 | 0.00% | 64 | -161 | -71.6% | -$7,902 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $3,145 | 0.00% | 72 | 2 | 2.9% | $87 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC COM NEW | $3,161 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $3,183 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $3,195 | 0.00% | 91 | 20 | 28.2% | $702 | 加仓 |
| GTY | GETTY RLTY CORP NEW COM | $3,203 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| JPHY | JPMORGAN ACTIVE HIGH YIELD ETF | $3,230 | 0.00% | 64 | 64 | — | $3,230 | 新建仓 |
| SE | SEA LTD SPONSORD ADS | $3,258 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES GLOBAL FINANCIALS ETF | $3,262 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | VICTORYSHARES US SMALL CAP HIGH DIVIDEND VOLATILITY WTD ETF | $3,280 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC COM | $3,287 | 0.00% | 74 | -100 | -57.5% | -$4,442 | 减仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $3,297 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC COM CL A | $3,311 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP COM | $3,315 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HYLN | HYLIION HOLDINGS CORP COMMON STOCK | $3,319 | 0.00% | 637 | 0 | 0.0% | — | 不变 |
| — | ATLAS LITHIUM CORP COM NEW | $3,321 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $3,322 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| TDW | TIDEWATER INC NEW COM | $3,332 | 0.00% | 50 | -3 | -5.7% | -$200 | 减仓 |
| MTCH | MATCH GROUP INC NEW COM | $3,348 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $3,351 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC COM | $3,371 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V COM | $3,372 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $3,384 | 0.00% | 53 | 53 | — | $3,384 | 新建仓 |
| — | REGENTS PARK HEDGED MARKET STRATEGY ETF | $3,409 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC COM | $3,430 | 0.00% | 160 | 160 | — | $3,430 | 新建仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $3,442 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| — | INVESCO INDIA ETF | $3,486 | 0.00% | 174 | 5 | 3.0% | $100 | 加仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $3,496 | 0.00% | 69 | 69 | — | $3,496 | 新建仓 |
| FER | FERROVIAL NV ORD SHS | $3,499 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| — | PACER INDUSTRIAL REAL ESTATE ETF | $3,504 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC COM | $3,506 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC COM | $3,531 | 0.00% | 105 | 1 | 1.0% | $34 | 加仓 |
| GATX | GATX CORP COM | $3,544 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GSEP | FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER | $3,604 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $3,608 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG ORD SHS | $3,623 | 0.00% | 54 | 26 | 92.9% | $1,744 | 加仓 |
| MAIN | MAIN STR CAP CORP COM | $3,632 | 0.00% | 70 | 70 | — | $3,632 | 新建仓 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $3,652 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $3,671 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| KEX | KIRBY CORP COM | $3,671 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL COM | $3,673 | 0.00% | 106 | 106 | — | $3,673 | 新建仓 |
| ARGX | ARGENX SE SPONSORED ADR | $3,711 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC COM | $3,714 | 0.00% | 24 | -889 | -97.4% | -$13.76万 | 减仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - FEBRUARY | $3,740 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X CONSCIOUS COMPANIES ETF | $3,759 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC COM | $3,806 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $3,808 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF | $3,809 | 0.00% | 97 | -22 | -18.5% | -$864 | 减仓 |
| — | LEVERAGE SHARES 2X LONG AVGO DAILY ETF | $3,826 | 0.00% | 140 | 140 | — | $3,826 | 新建仓 |
| — | ANFIELD DYNAMIC FIXED INCOME ETF | $3,837 | 0.00% | 452 | 0 | 0.0% | — | 不变 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $3,857 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | T-REX 2X LONG MICROSOFT DAILY TARGET ETF | $3,858 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE U.S. HIGH DIVIDEND FUND | $3,865 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SMIN | ISHARES MSCI INDIA SMALL CAP ETF | $3,867 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | CAPITAL GROUP U.S. LARGE GROWTH ETF | $3,870 | 0.00% | 135 | 20 | 17.4% | $573 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $3,870 | 0.00% | 131 | 15 | 12.9% | $443 | 加仓 |
| DUSA | DAVIS SELECT U.S. EQUITY ETF | $3,876 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| — | REDFIN CORP 0.5 04/01/2027 | $3,879 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| REET | ISHARES GLOBAL REIT ETF | $3,922 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW COM | $3,930 | 0.00% | 11 | 0 | 0.0% | — | 不变 |