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 |
|---|---|---|---|---|---|---|---|---|
| CPT | CAMDEN PPTY TR SH BEN INT | $5,953 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | CBRE GBL REAL ESTATE INC FD COM | $6,062 | 0.00% | 1,315 | 0 | 0.0% | — | 不变 |
| — | FT VEST LADDERED AUTOCALLABLE BARRIER & RESILIENT INCOME ETF | $6,080 | 0.00% | 296 | 296 | — | $6,080 | 新建仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME SH BEN INT | $6,134 | 0.00% | 1,394 | 1,394 | — | $6,134 | 新建仓 |
| NI | NISOURCE INC COM | $6,182 | 0.00% | 130 | -150 | -53.6% | -$7,133 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $6,207 | 0.00% | 101 | 101 | — | $6,207 | 新建仓 |
| GNTX | GENTEX CORP COM | $6,216 | 0.00% | 246 | -55 | -18.3% | -$1,390 | 减仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER | $6,228 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC COM NEW | $6,252 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES MSCI SWITZERLAND ETF | $6,285 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC CL C CAP STK | $6,304 | 0.00% | 200 | -5 | -2.4% | -$158 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II COM | $6,310 | 0.00% | 885 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $6,333 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $6,346 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | T-REX 2X LONG APPLE DAILY TARGET ETF | $6,375 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| — | TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 | $6,380 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $6,392 | 0.00% | 772 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM NEW | $6,397 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $6,480 | 0.00% | 90 | 17 | 23.3% | $1,224 | 加仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $6,482 | 0.00% | 192 | -227 | -54.2% | -$7,664 | 减仓 |
| — | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND | $6,515 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $6,533 | 0.00% | 83 | -19 | -18.6% | -$1,496 | 减仓 |
| BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $6,550 | 0.00% | 394 | 394 | — | $6,550 | 新建仓 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $6,563 | 0.00% | 353 | 353 | — | $6,563 | 新建仓 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $6,574 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| — | CALAMOS NASDAQ - 100 STRUCTURED ALT PROTECTION ETF -JUNE | $6,576 | 0.00% | 238 | 16 | 7.2% | $442 | 加仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $6,582 | 0.00% | 323 | 323 | — | $6,582 | 新建仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $6,594 | 0.00% | 336 | 336 | — | $6,594 | 新建仓 |
| XPEV | XPENG INC ADS | $6,620 | 0.00% | 500 | -200 | -28.6% | -$2,648 | 减仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $6,621 | 0.00% | 339 | 339 | — | $6,621 | 新建仓 |
| VLTO | VERALTO CORP COM SHS | $6,657 | 0.00% | 75 | -18 | -19.4% | -$1,598 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $6,705 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $6,724 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $6,738 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $6,749 | 0.00% | 27 | 1 | 3.8% | $250 | 加仓 |
| AS | AMER SPORTS INC COM SHS | $6,768 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP COM | $6,768 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $6,768 | 0.00% | 275 | 260 | 1,733.3% | $6,399 | 加仓 |
| — | MICROSECTORS FANG 3 LEVERAGED ETNS | $6,813 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| TDTF | FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND | $6,822 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| KBE | STATE STREET SPDR S&P BANK ETF | $6,822 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FEBT | ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF | $6,912 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $6,930 | 0.00% | 185 | 60 | 48.0% | $2,248 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $6,954 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $6,964 | 0.00% | 75 | -74 | -49.7% | -$6,871 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $6,978 | 0.00% | 467 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $6,998 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. SPONSORED ADR | $7,011 | 0.00% | 223 | 1 | 0.5% | $31 | 加仓 |
| — | DIREXION DAILY AMZN BULL 2X ETF | $7,017 | 0.00% | 211 | 1 | 0.5% | $33 | 加仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - MARCH | $7,030 | 0.00% | 272 | -1,222 | -81.8% | -$3.16万 | 减仓 |
| FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | $7,036 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| CNXN | PC CONNECTION INC COM | $7,080 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| AHRT | AH RLTY TR INC COM | $7,080 | 0.00% | 1,000 | 1,000 | — | $7,080 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $7,086 | 0.00% | 86 | -76 | -46.9% | -$6,262 | 减仓 |
| — | CODA OCTOPUS GROUP INC COM NEW | $7,103 | 0.00% | 727 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC COM | $7,105 | 0.00% | 290 | 200 | 222.2% | $4,900 | 加仓 |
| RDDT | REDDIT INC CL A | $7,117 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP COM | $7,158 | 0.00% | 70 | -128 | -64.6% | -$1.31万 | 减仓 |
| AXTI | AXT INC COM | $7,208 | 0.00% | 100 | 100 | — | $7,208 | 新建仓 |
| PBI | PITNEY BOWES INC COM | $7,219 | 0.00% | 412 | 2 | 0.5% | $35 | 加仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $7,247 | 0.00% | 290 | 252 | 663.2% | $6,297 | 加仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $7,326 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $7,333 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $7,373 | 0.00% | 34 | 33 | 3,300.0% | $7,156 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $7,407 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $7,417 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| OIH | VANECK OIL SERVICES ETF | $7,441 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART COM | $7,476 | 0.00% | 188 | 2 | 1.1% | $80 | 加仓 |
| KRMN | KARMAN HLDGS INC COMMON STOCK | $7,488 | 0.00% | 150 | 150 | — | $7,488 | 新建仓 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $7,502 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE PACIFIC ETF | $7,520 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $7,531 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC COM | $7,569 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $7,597 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES MORNINGSTAR U.S. EQUITY ETF | $7,670 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $7,674 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| LTPZ | PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | $7,699 | 0.00% | 152 | -40 | -20.8% | -$2,026 | 重新持有 |
| ALK | ALASKA AIR GROUP INC COM | $7,830 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ENHANCED LOW DURATION ACTIVE ETF | $7,840 | 0.00% | 82 | 82 | — | $7,840 | 新建仓 |
| MP | MP MATERIALS CORP COM CL A | $7,841 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| YMM | FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | $7,860 | 0.00% | 968 | 0 | 0.0% | — | 不变 |
| EMEQ | NOMURA ETF TRUST NOMURA FOCUSED EMERGING MARKETS EQUITY ETF | $7,942 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| XONE | BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF | $7,949 | 0.00% | 161 | 161 | — | $7,949 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $8,014 | 0.00% | 719 | 719 | — | $8,014 | 新建仓 |
| BKR | BAKER HUGHES COMPANY CL A | $8,048 | 0.00% | 145 | 90 | 163.6% | $4,995 | 加仓 |
| ONDS | ONDAS INC COM NEW | $8,067 | 0.00% | 979 | -9 | -0.9% | -$74 | 减仓 |
| TXT | TEXTRON INC COM | $8,072 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| HYGV | FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | $8,092 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $8,098 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO COM | $8,100 | 0.00% | 977 | 244 | 33.3% | $2,023 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $8,173 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR SH BEN INT | $8,174 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST ALERIAN US NEXTGEN INFRASTRUCTURE ETF | $8,213 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $8,265 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $8,276 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC CL A | $8,304 | 0.00% | 45 | -20 | -30.8% | -$3,691 | 减仓 |
| TMP | TOMPKINS FINL CORP COM | $8,313 | 0.00% | 88 | 1 | 1.1% | $94 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $8,317 | 0.00% | 104 | 12 | 13.0% | $960 | 加仓 |
| ALOY | REALLOYS INC COM | $8,323 | 0.00% | 576 | 546 | 1,820.0% | $7,890 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $8,344 | 0.00% | 115 | 0 | 0.0% | — | 不变 |