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 |
|---|---|---|---|---|---|---|---|---|
| SBND | COLUMBIA SHORT DURATION BOND ETF | $5,947 | 0.00% | 317 | 238 | 301.3% | $4,465 | 加仓 |
| KBE | STATE STREET SPDR S&P BANK ETF | $5,955 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | CALAMOS NASDAQ - 100 STRUCTURED ALT PROTECTION ETF -JUNE | $5,997 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $6,026 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $6,046 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $6,063 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $6,063 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME STRATEGY FD II COM | $6,098 | 0.00% | 885 | 0 | 0.0% | — | 不变 |
| — | JFB CONSTR HLDGS CL A | $6,120 | 0.00% | 1,000 | 1,000 | — | $6,120 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $6,142 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $6,148 | 0.00% | 467 | 1 | 0.2% | $13 | 加仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $6,209 | 0.00% | 67 | 67 | — | $6,209 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $6,252 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $6,259 | 0.00% | 80 | 80 | — | $6,259 | 新建仓 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $6,271 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHARES GOLD ENHANCED YIELD ETF | $6,275 | 0.00% | 213 | 3 | 1.4% | $88 | 加仓 |
| FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | $6,283 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| FEBT | ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF | $6,293 | 0.00% | 168 | 168 | — | $6,293 | 新建仓 |
| — | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND | $6,315 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $6,324 | 0.00% | 111 | 65 | 141.3% | $3,703 | 加仓 |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $6,332 | 0.00% | 200 | 200 | — | $6,332 | 新建仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $6,333 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | MFS CHARTER INCOME TR SH BEN INT | $6,339 | 0.00% | 1,046 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE PACIFIC ETF | $6,352 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $6,394 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC COM | $6,424 | 0.00% | 38 | 5 | 15.2% | $845 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $6,458 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $6,498 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $6,523 | 0.00% | 22 | 3 | 15.8% | $890 | 加仓 |
| GNTX | GENTEX CORP COM | $6,577 | 0.00% | 301 | -733 | -70.9% | -$1.60万 | 减仓 |
| AS | AMER SPORTS INC COM SHS | $6,584 | 0.00% | 200 | 200 | — | $6,584 | 新建仓 |
| — | NUVEEN WINSLOW LARGE-CAP GROWTH ESG ETF | $6,587 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC COM | $6,603 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES MORNINGSTAR U.S. EQUITY ETF | $6,650 | 0.00% | 74 | -8 | -9.8% | -$719 | 减仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $6,660 | 0.00% | 447 | 373 | 504.1% | $5,557 | 加仓 |
| PTC | PTC INC COM | $6,697 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A | $6,756 | 0.00% | 140 | -300 | -68.2% | -$1.45万 | 减仓 |
| BE | BLOOM ENERGY CORP COM CL A | $6,775 | 0.00% | 50 | 50 | — | $6,775 | 新建仓 |
| SR | SPIRE INC COM | $6,791 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART COM | $6,825 | 0.00% | 186 | 2 | 1.1% | $73 | 加仓 |
| TMP | TOMPKINS FINL CORP COM | $6,879 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| TDTF | FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND | $6,920 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| — | TCW CORPORATE BOND ETF | $6,930 | 0.00% | 151 | 151 | — | $6,930 | 新建仓 |
| SRE | SEMPRA COM | $6,996 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $7,090 | 0.00% | 189 | -148 | -43.9% | -$5,552 | 减仓 |
| SNY | SANOFI SA SPONSORED ADR | $7,179 | 0.00% | 149 | 30 | 25.2% | $1,445 | 加仓 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $7,232 | 0.00% | 128 | 128 | — | $7,232 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $7,236 | 0.00% | 84 | 2 | 2.4% | $172 | 加仓 |
| CTBI | COMMUNITY TR BANCORP INC COM | $7,263 | 0.00% | 120 | 1 | 0.8% | $61 | 加仓 |
| SNXX | TRADR 2X LONG SNDK DAILY ETF | $7,284 | 0.00% | 200 | 200 | — | $7,284 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $7,297 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $7,320 | 0.00% | 92 | -76 | -45.2% | -$6,047 | 减仓 |
| MDB | MONGODB INC CL A | $7,343 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $7,355 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST ALERIAN US NEXTGEN INFRASTRUCTURE ETF | $7,391 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| — | SPROTT SILVER MINERS & PHYSICAL SILVER ETF | $7,398 | 0.00% | 125 | 50 | 66.7% | $2,959 | 加仓 |
| EBAY | EBAY INC. COM | $7,464 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $7,482 | 0.00% | 117 | 98 | 515.8% | $6,267 | 加仓 |
| ETSY | ETSY INC COM | $7,497 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $7,510 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $7,545 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| FLXS | FLEXSTEEL INDS INC COM | $7,550 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $7,580 | 0.00% | 35 | 1 | 2.9% | $217 | 加仓 |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $7,606 | 0.00% | 139 | -14,065 | -99.0% | -$76.96万 | 减仓 |
| TXT | TEXTRON INC COM | $7,705 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $7,724 | 0.00% | 103 | 1 | 1.0% | $75 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $7,740 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $7,740 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $7,833 | 0.00% | 142 | 128 | 914.3% | $7,061 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $7,844 | 0.00% | 103 | 103 | — | $7,844 | 新建仓 |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | $7,880 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $7,960 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | $8,002 | 0.00% | 64 | 64 | — | $8,002 | 新建仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | $8,034 | 0.00% | 968 | 968 | — | $8,034 | 新建仓 |
| CR | CRANE COMPANY COMMON STOCK | $8,037 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| HYGV | FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | $8,052 | 0.00% | 201 | 159 | 378.6% | $6,369 | 加仓 |
| OIH | VANECK OIL SERVICES ETF | $8,084 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC SPONSORED ADR | $8,116 | 0.00% | 87 | 75 | 625.0% | $6,997 | 加仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - SEPTEMBER | $8,120 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| — | CODA OCTOPUS GROUP INC COM NEW | $8,215 | 0.00% | 727 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO COM | $8,224 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $8,228 | 0.00% | 93 | 36 | 63.2% | $3,185 | 加仓 |
| DOCU | DOCUSIGN INC COM | $8,249 | 0.00% | 174 | -124 | -41.6% | -$5,879 | 减仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $8,295 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $8,315 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $8,338 | 0.00% | 88 | 76 | 633.3% | $7,201 | 加仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $8,346 | 0.00% | 186 | 5 | 2.8% | $224 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $8,351 | 0.00% | 113 | 5 | 4.6% | $370 | 加仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $8,432 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC CL C CAP STK | $8,483 | 0.00% | 205 | 5 | 2.5% | $207 | 加仓 |
| — | GLADSTONE INVT CORP COM | $8,520 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $8,555 | 0.00% | 468 | 0 | 0.0% | — | 不变 |
| RAVI | FLEXSHARES ULTRA-SHORT INCOME FUND | $8,596 | 0.00% | 114 | 92 | 418.2% | $6,937 | 加仓 |
| ZTS | ZOETIS INC CL A | $8,629 | 0.00% | 73 | 48 | 192.0% | $5,674 | 加仓 |
| PFFV | GLOBAL X VARIABLE RATE PREFERRED ETF | $8,695 | 0.00% | 398 | 5 | 1.3% | $109 | 加仓 |
| — | FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF | $8,730 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $8,770 | 0.00% | 1,000 | 1,000 | — | $8,770 | 新建仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $8,790 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $8,842 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $8,918 | 0.00% | 183 | 183 | — | $8,918 | 新建仓 |