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 |
|---|---|---|---|---|---|---|---|---|
| POR | PORTLAND GEN ELEC CO COM NEW | $3,968 | 0.00% | 77 | 1 | 1.3% | $52 | 加仓 |
| DECK | DECKERS OUTDOOR CORP COM | $3,972 | 0.00% | 40 | 40 | — | $3,972 | 新建仓 |
| BRO | BROWN & BROWN INC COM | $3,977 | 0.00% | 62 | 52 | 520.0% | $3,336 | 加仓 |
| MLPA | GLOBAL X MLP ETF | $3,981 | 0.00% | 75 | -6 | -7.4% | -$318 | 减仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $3,984 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $3,996 | 0.00% | 62 | -62 | -50.0% | -$3,996 | 减仓 |
| TDG | TRANSDIGM GROUP INC COM | $3,996 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC COM | $4,025 | 0.00% | 307 | 307 | — | $4,025 | 新建仓 |
| J | JACOBS SOLUTIONS INC COM | $4,032 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $4,044 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT | $4,047 | 0.00% | 342 | 7 | 2.1% | $83 | 加仓 |
| SON | SONOCO PRODS CO COM | $4,058 | 0.00% | 72 | 1 | 1.4% | $56 | 加仓 |
| — | COLUMBIA SELECT TECHNOLOGY ETF | $4,058 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC COM | $4,076 | 0.00% | 79 | -4 | -4.8% | -$206 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $4,147 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND | $4,156 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC COM | $4,161 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $4,171 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | $4,225 | 0.00% | 103 | 2 | 2.0% | $82 | 加仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $4,230 | 0.00% | 50 | 28 | 127.3% | $2,369 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $4,296 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERSONAL CARE CO COM | $4,298 | 0.00% | 160 | 160 | — | $4,298 | 新建仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $4,304 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP COM | $4,312 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO NASDAQ INTERNET ETF | $4,330 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $4,364 | 0.00% | 53 | 18 | 51.4% | $1,482 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC COM | $4,384 | 0.00% | 66 | 66 | — | $4,384 | 新建仓 |
| APTV | APTIV PLC COM SHS | $4,419 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| RUM | RUM GROUP INC COM CL A | $4,438 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $4,454 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| — | HARTFORD MULTIFACTOR SMALL CAP ETF | $4,464 | 0.00% | 80 | 1 | 1.3% | $56 | 加仓 |
| VRRM | VERRA MOBILITY CORP CL A COM STK | $4,471 | 0.00% | 1,052 | -1,666 | -61.3% | -$7,080 | 减仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $4,480 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF | $4,482 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | $4,498 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC COM | $4,510 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $4,565 | 0.00% | 107 | -42 | -28.2% | -$1,792 | 减仓 |
| — | STATE STREET SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF | $4,567 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC CL A | $4,590 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC COM | $4,614 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | INVESCO BLOOMBERG PRICING POWER ETF | $4,619 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC COM | $4,683 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | ISHARES SELF-DRIVING EV & TECH ETF | $4,724 | 0.00% | 124 | 124 | — | $4,724 | 新建仓 |
| INGR | INGREDION INC COM | $4,736 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $4,736 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HPK | HIGHPEAK ENERGY INC COM | $4,741 | 0.00% | 678 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC COM | $4,758 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $4,758 | 0.00% | 87 | 11 | 14.5% | $602 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $4,759 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC COM | $4,762 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $4,807 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| FRMI | FERMI INC COM | $4,809 | 0.00% | 525 | 25 | 5.0% | $229 | 加仓 |
| — | JFB CONSTR HLDGS CL A | $4,810 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | GLOBAL WTR RES INC COM | $4,822 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC COM | $4,836 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG NAMEN AKT A | $4,923 | 0.00% | 139 | -5 | -3.5% | -$177 | 减仓 |
| PCG | PG&E CORP COM | $4,945 | 0.00% | 294 | 294 | — | $4,945 | 新建仓 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $4,950 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $4,975 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| XHLF | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | $4,980 | 0.00% | 99 | 99 | — | $4,980 | 新建仓 |
| LONZ | PIMCO SENIOR LOAN ACTIVE EXCHANGE-TRADED FUND | $4,980 | 0.00% | 101 | 101 | — | $4,980 | 新建仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $5,015 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC COM | $5,036 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $5,085 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP SPONSORED ADR | $5,135 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC COM | $5,149 | 0.00% | 33 | -5 | -13.2% | -$780 | 减仓 |
| DNL | WISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUND | $5,172 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $5,209 | 0.00% | 61 | -191 | -75.8% | -$1.63万 | 减仓 |
| — | FIRST TRUST SECURITIZED PLUS ETF | $5,217 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| SLAB | SILICON LABORATORIES INC COM | $5,245 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC COM NEW | $5,272 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| KALU | KAISER ALUMINIUM CORPORATION COM PAR $0.01 | $5,282 | 0.00% | 27 | 27 | — | $5,282 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $5,308 | 0.00% | 67 | 62 | 1,240.0% | $4,912 | 加仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $5,346 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| UVE | UNIVERSAL INS HLDGS INC COM | $5,377 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC COM | $5,389 | 0.00% | 10 | 10 | — | $5,389 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $5,408 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHARES GOLD ENHANCED YIELD ETF | $5,427 | 0.00% | 216 | 3 | 1.4% | $75 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $5,464 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TALV | TRANSAMERICA LARGE VALUE ACTIVE ETF | $5,503 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC COM | $5,594 | 0.00% | 163 | 163 | — | $5,594 | 新建仓 |
| XYZ | BLOCK INC CL A | $5,624 | 0.00% | 74 | -1 | -1.3% | -$76 | 减仓 |
| DXCM | DEXCOM INC COM | $5,657 | 0.00% | 84 | 34 | 68.0% | $2,290 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $5,709 | 0.00% | 74 | -41 | -35.7% | -$3,163 | 减仓 |
| PKB | INVESCO BUILDING & CONSTRUCTION ETF | $5,715 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $5,780 | 0.00% | 170 | 67 | 65.0% | $2,278 | 加仓 |
| CNM | CORE & MAIN INC CL A | $5,790 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC COM | $5,794 | 0.00% | 51 | 4 | 8.5% | $454 | 加仓 |
| TER | TERADYNE INC COM | $5,806 | 0.00% | 12 | -10 | -45.5% | -$4,838 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $5,808 | 0.00% | 589 | -39 | -6.2% | -$385 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $5,825 | 0.00% | 246 | 8 | 3.4% | $189 | 加仓 |
| SR | SPIRE INC COM | $5,857 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $5,860 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP CL B | $5,863 | 0.00% | 220 | 220 | — | $5,863 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $5,865 | 0.00% | 141 | -48 | -25.4% | -$1,997 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $5,880 | 0.00% | 1,000 | 1,000 | — | $5,880 | 新建仓 |
| GGG | GRACO INC COM | $5,898 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $5,899 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS COM | $5,918 | 0.00% | 71 | 1 | 1.4% | $83 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $5,936 | 0.00% | 115 | 0 | 0.0% | — | 不变 |