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 |
|---|---|---|---|---|---|---|---|---|
| SU | SUNCOR ENERGY INC NEW COM | $8,925 | 0.00% | 135 | 135 | — | $8,925 | 新建仓 |
| ONDS | ONDAS INC COM NEW | $8,932 | 0.00% | 988 | 988 | — | $8,932 | 新建仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $8,951 | 0.00% | 75 | 15 | 25.0% | $1,790 | 加仓 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $8,991 | 0.00% | 224 | -1,437 | -86.5% | -$5.77万 | 减仓 |
| CODI | COMPASS DIVERSIFIED SH BEN INT | $8,992 | 0.00% | 1,144 | 0 | 0.0% | — | 不变 |
| PSFF | PACER SWAN SOS FUND OF FUNDS ETF | $9,004 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $9,084 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $9,141 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH | $9,151 | 0.00% | 226 | 226 | — | $9,151 | 新建仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $9,280 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $9,305 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP CL A | $9,308 | 0.00% | 115 | 1 | 0.9% | $81 | 加仓 |
| — | GRANITESHARES 2X LONG META DAILY ETF | $9,370 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| PCEF | INVESCO CEF INCOME COMPOSITE ETF | $9,410 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | RAYLIANT WILSHIRE NXTGEN EMERGING MARKETS EQUITY ETF | $9,454 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| OPFI | OPPFI INC COM CL A | $9,483 | 0.00% | 1,230 | 0 | 0.0% | — | 不变 |
| — | HARTFORD QUALITY VALUE ETF | $9,514 | 0.00% | 350 | 350 | — | $9,514 | 新建仓 |
| JMOM | JPMORGAN U.S. MOMENTUM FACTOR ETF | $9,580 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC COM | $9,580 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION DAILY SEMICONDUCTOR BULL 3X ETF | $9,582 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF | $9,594 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| UTES | VIRTUS REAVES UTILITIES ETF | $9,644 | 0.00% | 121 | -15 | -11.0% | -$1,196 | 减仓 |
| ISHG | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | $9,644 | 0.00% | 130 | 130 | — | $9,644 | 新建仓 |
| RAL | RALLIANT CORP COM | $9,651 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC CL A | $9,760 | 0.00% | 65 | -2 | -3.0% | -$300 | 减仓 |
| CART | MAPLEBEAR INC COM | $9,777 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | $9,835 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| PPT | PUTNAM PREMIER INCOME TR SH BEN INT | $9,858 | 0.00% | 2,777 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $9,876 | 0.00% | 987 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH | $9,877 | 0.00% | 295 | -21 | -6.6% | -$703 | 减仓 |
| — | TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 | $9,890 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $9,908 | 0.00% | 535 | -669 | -55.6% | -$1.24万 | 减仓 |
| EUSB | ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | $9,918 | 0.00% | 228 | -40 | -14.9% | -$1,740 | 减仓 |
| — | DIGITALBRIDGE GROUP INC CL A NEW | $9,961 | 0.00% | 646 | 0 | 0.0% | — | 不变 |
| LGOV | FIRST TRUST LONG DURATION OPPORTUNITIES ETF | $9,968 | 0.00% | 462 | -945 | -67.2% | -$2.04万 | 减仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $9,998 | 0.00% | 200 | 200 | — | $9,998 | 新建仓 |
| TCBK | TRICO BANCSHARES COM | $1.00万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC COM | $1.00万 | 0.00% | 1,230 | 291 | 31.0% | $2,375 | 加仓 |
| — | T-REX 2X LONG NVIDIA DAILY TARGET ETF | $1.01万 | 0.00% | 722 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC COM | $1.01万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | MEDIFAST INC COM | $1.02万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | GABELLI GLOBAL UTIL & INCOME COM SH BEN INT | $1.02万 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $1.03万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $1.03万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $1.04万 | 0.00% | 1,775 | 0 | 0.0% | — | 不变 |
| OI | O-I GLASS INC COM | $1.05万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $1.05万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| — | FIDELITY TACTICAL BOND ETF | $1.06万 | 0.00% | 215 | 131 | 156.0% | $6,432 | 加仓 |
| WINN | HARBOR LONG-TERM GROWERS ETF | $1.06万 | 0.00% | 382 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $1.07万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC SHS | $1.07万 | 0.00% | 105 | 104 | 10,400.0% | $1.06万 | 加仓 |
| DEA | EASTERLY GOVT PPTYS INC COM SHS | $1.07万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $1.07万 | 0.00% | 1,156 | 0 | 0.0% | — | 不变 |
| IGOV | ISHARES TR S&P/CITIGROUP INTL TREASURY BD ETF | $1.08万 | 0.00% | 263 | 263 | — | $1.08万 | 新建仓 |
| RYN | RAYONIER INC COM | $1.08万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $1.08万 | 0.00% | 223 | 206 | 1,211.8% | $9,989 | 加仓 |
| LCII | LCI INDS COM | $1.08万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V COM | $1.08万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC CL A | $1.09万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC COM | $1.09万 | 0.00% | 510 | 5 | 1.0% | $107 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP COM | $1.09万 | 0.00% | 241 | -362 | -60.0% | -$1.64万 | 减仓 |
| KSTR | KRANESHARES SSE STAR MARKET 50 INDEX ETF | $1.10万 | 0.00% | 600 | 600 | — | $1.10万 | 新建仓 |
| KKR | KKR & CO INC COM | $1.10万 | 0.00% | 119 | 10 | 9.2% | $928 | 加仓 |
| OSCV | OPUS SMALL CAP VALUE ETF | $1.11万 | 0.00% | 281 | -48 | -14.6% | -$1,893 | 减仓 |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | $1.12万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $1.12万 | 0.00% | 162 | 76 | 88.4% | $5,272 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | $1.13万 | 0.00% | 897 | 0 | 0.0% | — | 不变 |
| HWKN | HAWKINS INC COM | $1.14万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| BST | BLACKROCK SCIENCE & TECHNOLOGY SHS | $1.14万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| TLTE | FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND | $1.14万 | 0.00% | 170 | 136 | 400.0% | $9,140 | 加仓 |
| — | HARTFORD EQUITY PREMIUM INCOME ETF | $1.14万 | 0.00% | 300 | 300 | — | $1.14万 | 新建仓 |
| PDD | PDD HOLDINGS INC SPONSORED ADS | $1.14万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP CL A COM | $1.15万 | 0.00% | 1,060 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP COM | $1.15万 | 0.00% | 202 | 1 | 0.5% | $57 | 加仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $1.16万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $1.16万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC CL A | $1.17万 | 0.00% | 248 | 235 | 1,807.7% | $1.10万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM | $1.17万 | 0.00% | 103 | 1 | 1.0% | $114 | 加仓 |
| KLAC | KLA CORP COM NEW | $1.18万 | 0.00% | 8 | -57 | -87.7% | -$8.39万 | 减仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $1.19万 | 0.00% | 243 | -1,033 | -81.0% | -$5.06万 | 减仓 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $1.19万 | 0.00% | 412 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ULTRA SHORT BOND ETF | $1.19万 | 0.00% | 241 | 180 | 295.1% | $8,922 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $1.20万 | 0.00% | 58 | 35 | 152.2% | $7,213 | 加仓 |
| VTRS | VIATRIS INC COM | $1.20万 | 0.00% | 886 | 631 | 247.5% | $8,525 | 加仓 |
| XPEV | XPENG INC ADS | $1.20万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $1.20万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST GERMANY ALPHADEX FUND | $1.20万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GRRR | GORILLA TECHNOLOGY GROUP INC SHS NEW | $1.21万 | 0.00% | 1,150 | -2,650 | -69.7% | -$2.79万 | 减仓 |
| UFEB | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY | $1.21万 | 0.00% | 334 | 334 | — | $1.21万 | 新建仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $1.22万 | 0.00% | 135 | 135 | — | $1.22万 | 新建仓 |
| CME | CME GROUP INC COM | $1.23万 | 0.00% | 41 | -23 | -35.9% | -$6,875 | 减仓 |
| YUMC | YUM CHINA HLDGS INC COM | $1.23万 | 0.00% | 252 | 1 | 0.4% | $49 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $1.23万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $1.23万 | 0.00% | 100 | -604 | -85.8% | -$7.43万 | 减仓 |
| — | SCILEX HOLDING CO COM NEW | $1.23万 | 0.00% | 1,853 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $1.23万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO COM | $1.24万 | 0.00% | 57 | -9 | -13.6% | -$1,950 | 减仓 |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $1.24万 | 0.00% | 472 | -112 | -19.2% | -$2,943 | 减仓 |
| — | T-REX 2X LONG BITCOIN DAILY TARGET ETF | $1.24万 | 0.00% | 813 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG NAMEN AKT | $1.25万 | 0.00% | 419 | 220 | 110.6% | $6,552 | 加仓 |