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 |
|---|---|---|---|---|---|---|---|---|
| — | ATLAS LITHIUM CORP COM NEW | $3,915 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $3,946 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | $3,951 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| — | DATAVAULT AI INC COM SHS | $3,952 | 0.00% | 6,391 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $3,953 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $3,956 | 0.00% | 351 | 170 | 93.9% | $1,916 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $3,959 | 0.00% | 11 | -10 | -47.6% | -$3,599 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $3,971 | 0.00% | 19 | -37 | -66.1% | -$7,733 | 减仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $3,976 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC COM | $3,980 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO COM NEW | $4,000 | 0.00% | 76 | 1 | 1.3% | $53 | 加仓 |
| — | T-REX 2X LONG MICROSOFT DAILY TARGET ETF | $4,008 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $4,030 | 0.00% | 772 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP SPONSORED ADR | $4,049 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC COM | $4,073 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF | $4,081 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $4,087 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC COM | $4,101 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC ADR | $4,122 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP COM | $4,139 | 0.00% | 46 | 6 | 15.0% | $540 | 加仓 |
| — | MICROSECTORS FANG 3 LEVERAGED ETNS | $4,142 | 0.00% | 265 | -80 | -23.2% | -$1,250 | 减仓 |
| — | WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND | $4,173 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $4,182 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES KWEB COVERED CALL STRATEGY ETF | $4,189 | 0.00% | 163 | -158 | -49.2% | -$4,061 | 减仓 |
| HL | HECLA MINING COMPANY COM | $4,192 | 0.00% | 225 | 225 | — | $4,192 | 新建仓 |
| WCN | WASTE CONNECTIONS INC COM | $4,223 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF | $4,230 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO NASDAQ INTERNET ETF | $4,249 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC CL A | $4,252 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $4,269 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FSLY | FASTLY INC CL A | $4,272 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $4,305 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $4,331 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X MLP ETF | $4,363 | 0.00% | 81 | -25 | -23.6% | -$1,347 | 减仓 |
| CGHM | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | $4,406 | 0.00% | 174 | -1,667 | -90.5% | -$4.22万 | 减仓 |
| TDW | TIDEWATER INC NEW COM | $4,428 | 0.00% | 53 | 3 | 6.0% | $251 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC COM | $4,441 | 0.00% | 130 | 130 | — | $4,441 | 新建仓 |
| — | INVESCO BLOOMBERG PRICING POWER ETF | $4,479 | 0.00% | 52 | -7 | -11.9% | -$603 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $4,484 | 0.00% | 27 | 7 | 35.0% | $1,163 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $4,497 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC CL A | $4,514 | 0.00% | 75 | 22 | 41.5% | $1,324 | 加仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $4,519 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| DNL | WISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUND | $4,521 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC COM | $4,526 | 0.00% | 410 | 4 | 1.0% | $44 | 加仓 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $4,546 | 0.00% | 25 | 25 | — | $4,546 | 新建仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $4,606 | 0.00% | 194 | -129 | -39.9% | -$3,063 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $4,619 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| HPK | HIGHPEAK ENERGY INC COM | $4,680 | 0.00% | 678 | 200 | 41.8% | $1,381 | 加仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $4,689 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TRUST ENERGY ALPHADEX FUND | $4,689 | 0.00% | 209 | -1,141 | -84.5% | -$2.56万 | 重新持有 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $4,700 | 0.00% | 25 | 25 | — | $4,700 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $4,709 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $4,759 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC COM | $4,766 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $4,842 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG NAMEN AKT A | $4,899 | 0.00% | 144 | 5 | 3.6% | $170 | 加仓 |
| EMEQ | NOMURA ETF TRUST NOMURA FOCUSED EMERGING MARKETS EQUITY ETF | $4,916 | 0.00% | 109 | 109 | — | $4,916 | 新建仓 |
| PKB | INVESCO BUILDING & CONSTRUCTION ETF | $4,976 | 0.00% | 51 | 51 | — | $4,976 | 新建仓 |
| SLAB | SILICON LABORATORIES INC COM | $4,996 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC COM SHS | $5,000 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| TALV | TRANSAMERICA LARGE VALUE ACTIVE ETF | $5,019 | 0.00% | 200 | 200 | — | $5,019 | 新建仓 |
| — | GLOBAL WTR RES INC COM | $5,055 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $5,057 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR SH BEN INT | $5,078 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO COM | $5,094 | 0.00% | 733 | -11 | -1.5% | -$76 | 减仓 |
| — | T-REX 2X LONG APPLE DAILY TARGET ETF | $5,129 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $5,135 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND COM | $5,148 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC COM NEW | $5,156 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $5,170 | 0.00% | 115 | 1 | 0.9% | $45 | 加仓 |
| TOST | TOAST INC CL A | $5,196 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST SECURITIZED PLUS ETF | $5,205 | 0.00% | 244 | 244 | — | $5,205 | 新建仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $5,211 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS COM | $5,274 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC COM | $5,402 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR SH BEN INT | $5,406 | 0.00% | 208 | -5 | -2.3% | -$130 | 减仓 |
| — | TRADR 2X LONG WDC DAILY ETF | $5,440 | 0.00% | 200 | 200 | — | $5,440 | 新建仓 |
| AVAV | AEROVIRONMENT INC COM | $5,492 | 0.00% | 30 | 25 | 500.0% | $4,577 | 加仓 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $5,511 | 0.00% | 163 | -16 | -8.9% | -$541 | 减仓 |
| ALK | ALASKA AIR GROUP INC COM | $5,517 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC CL A | $5,521 | 0.00% | 41 | -100 | -70.9% | -$1.35万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP COM | $5,534 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $5,610 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $5,633 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $5,637 | 0.00% | 238 | 7 | 3.0% | $166 | 加仓 |
| — | PACER AMERICAN ENERGY INFRASTRUCTURE ETF | $5,639 | 0.00% | 120 | 75 | 166.7% | $3,524 | 加仓 |
| — | DIREXION DAILY AMZN BULL 2X ETF | $5,645 | 0.00% | 210 | 1 | 0.5% | $27 | 加仓 |
| FAST | FASTENAL CO COM | $5,661 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $5,665 | 0.00% | 628 | 0 | 0.0% | — | 不变 |
| CNXN | PC CONNECTION INC COM | $5,671 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $5,729 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $5,738 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $5,751 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM NEW | $5,772 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | CBRE GBL REAL ESTATE INC FD COM | $5,773 | 0.00% | 1,315 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $5,788 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. SPONSORED ADR | $5,790 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES MSCI SWITZERLAND ETF | $5,881 | 0.00% | 100 | 100 | — | $5,881 | 新建仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER | $5,902 | 0.00% | 180 | 180 | — | $5,902 | 新建仓 |
| CNM | CORE & MAIN INC CL A | $5,928 | 0.00% | 120 | 100 | 500.0% | $4,940 | 加仓 |