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 |
|---|---|---|---|---|---|---|---|---|
| JCPB | JPMORGAN CORE PLUS BOND ETF | $4.92万 | 0.00% | 1,046 | 12 | 1.2% | $565 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $4.92万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $4.91万 | 0.00% | 5,000 | 5,000 | — | $4.91万 | 新建仓 |
| TDTT | FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND | $4.91万 | 0.00% | 2,025 | 1,719 | 561.8% | $4.17万 | 加仓 |
| BDEC | INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | $4.90万 | 0.00% | 1,020 | 0 | 0.0% | — | 不变 |
| DWLD | DAVIS SELECT WORLDWIDE ETF | $4.89万 | 0.00% | 1,117 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC COM | $4.88万 | 0.00% | 242 | 6 | 2.5% | $1,209 | 加仓 |
| — | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | $4.86万 | 0.00% | 1,593 | -57 | -3.5% | -$1,740 | 减仓 |
| FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | $4.83万 | 0.00% | 304 | 304 | — | $4.83万 | 新建仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $4.83万 | 0.00% | 686 | 86 | 14.3% | $6,051 | 加仓 |
| BOH | BANK HAWAII CORP COM | $4.82万 | 0.00% | 649 | 6 | 0.9% | $445 | 加仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $4.81万 | 0.00% | 7,000 | -119 | -1.7% | -$818 | 减仓 |
| BSEP | INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER | $4.81万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $4.78万 | 0.00% | 708 | 26 | 3.8% | $1,757 | 加仓 |
| TEM | TEMPUS AI INC CL A | $4.78万 | 0.00% | 1,057 | 12 | 1.1% | $543 | 加仓 |
| BX | BLACKSTONE INC COM | $4.78万 | 0.00% | 416 | -5 | -1.2% | -$574 | 减仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $4.76万 | 0.00% | 912 | 114 | 14.3% | $5,952 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4.76万 | 0.00% | 240 | -19 | -7.3% | -$3,768 | 减仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - AUGUST | $4.67万 | 0.00% | 1,258 | 95 | 8.2% | $3,526 | 加仓 |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - DECEMBER | $4.63万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - AUGUST | $4.62万 | 0.00% | 1,363 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $4.60万 | 0.00% | 351 | -113 | -24.4% | -$1.48万 | 减仓 |
| — | GLOBAL X INTERNET OF THINGS ETF | $4.59万 | 0.00% | 1,232 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $4.58万 | 0.00% | 115 | 13 | 12.7% | $5,174 | 加仓 |
| HQL | ABRDN LIFE SCIENCES INVESTORS SH BEN INT | $4.57万 | 0.00% | 2,811 | 0 | 0.0% | — | 不变 |
| NANR | STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF | $4.56万 | 0.00% | 543 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $4.54万 | 0.00% | 2,175 | 75 | 3.6% | $1,567 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $4.54万 | 0.00% | 1,220 | 0 | 0.0% | — | 不变 |
| ABFL | ABACUS FCF LEADERS ETF | $4.53万 | 0.00% | 637 | 0 | 0.0% | — | 不变 |
| JULW | ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF | $4.53万 | 0.00% | 1,167 | 0 | 0.0% | — | 不变 |
| VLU | STATE STREET SPDR S&P 1500 VALUE TILT ETF | $4.51万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $4.51万 | 0.00% | 818 | 110 | 15.5% | $6,068 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $4.51万 | 0.00% | 1,273 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $4.49万 | 0.00% | 910 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $4.47万 | 0.00% | 207 | 96 | 86.5% | $2.07万 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $4.39万 | 0.00% | 1,034 | -70 | -6.3% | -$2,975 | 减仓 |
| GAUG | FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | $4.39万 | 0.00% | 1,135 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD SHS | $4.39万 | 0.00% | 189 | -3 | -1.6% | -$696 | 减仓 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $4.38万 | 0.00% | 979 | 4 | 0.4% | $179 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $4.36万 | 0.00% | 221 | 221 | — | $4.36万 | 新建仓 |
| SPMB | STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $4.36万 | 0.00% | 1,946 | -2,500 | -56.2% | -$5.60万 | 减仓 |
| — | GLOBAL X VIDEO GAMES & ESPORTS ETF | $4.35万 | 0.00% | 1,691 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP COM | $4.34万 | 0.00% | 576 | 114 | 24.7% | $8,593 | 加仓 |
| OPCH | OPTION CARE HEALTH INC COM NEW | $4.33万 | 0.00% | 1,610 | 911 | 130.3% | $2.45万 | 加仓 |
| MGEE | MGE ENERGY INC COM | $4.31万 | 0.00% | 558 | -157 | -22.0% | -$1.21万 | 减仓 |
| BNOV | INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER | $4.30万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP COM | $4.30万 | 0.00% | 787 | 87 | 12.4% | $4,753 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $4.30万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| JUNW | ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF | $4.30万 | 0.00% | 1,289 | 242 | 23.1% | $8,071 | 加仓 |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | $4.30万 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI IRELAND ETF | $4.30万 | 0.00% | 624 | -808 | -56.4% | -$5.56万 | 减仓 |
| ABM | ABM INDS INC COM | $4.28万 | 0.00% | 1,111 | -105 | -8.6% | -$4,044 | 减仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $4.26万 | 0.00% | 952 | -59 | -5.8% | -$2,643 | 减仓 |
| SBUX | STARBUCKS CORP COM | $4.21万 | 0.00% | 470 | 61 | 14.9% | $5,466 | 加仓 |
| — | HORIZON TECHNOLOGY FIN CORP COM | $4.21万 | 0.00% | 10,000 | 10,000 | — | $4.21万 | 新建仓 |
| — | GLOBAL X CLOUD COMPUTING ETF | $4.21万 | 0.00% | 2,158 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $4.20万 | 0.00% | 1,673 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $4.19万 | 0.00% | 363 | 363 | — | $4.19万 | 新建仓 |
| NVO | NOVO-NORDISK A S ADR | $4.19万 | 0.00% | 1,140 | -30 | -2.6% | -$1,102 | 减仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $4.17万 | 0.00% | 641 | 3 | 0.5% | $195 | 加仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $4.17万 | 0.00% | 1,682 | 13 | 0.8% | $322 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $4.15万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| QLC | FLEXSHARES US QUALITY LARGE CAP INDEX FUND | $4.14万 | 0.00% | 529 | -3 | -0.6% | -$235 | 减仓 |
| GSM | FERROGLOBE PLC SHS | $4.12万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 MAR ETF | $4.09万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $4.04万 | 0.00% | 239 | -415 | -63.5% | -$7.01万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $4.02万 | 0.00% | 843 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC COM | $4.02万 | 0.00% | 2,331 | -814 | -25.9% | -$1.40万 | 减仓 |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | $4.02万 | 0.00% | 1,435 | -211 | -12.8% | -$5,908 | 减仓 |
| SPBO | STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | $4.01万 | 0.00% | 1,381 | -93 | -6.3% | -$2,699 | 减仓 |
| USO | UNITED STATES OIL FUND LP | $4.01万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $4.00万 | 0.00% | 211 | 122 | 137.1% | $2.31万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $4.00万 | 0.00% | 398 | 4 | 1.0% | $402 | 加仓 |
| — | INVESCO BIOTECHNOLOGY & GENOME ETF | $3.98万 | 0.00% | 503 | 0 | 0.0% | — | 不变 |
| CSHI | NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF | $3.98万 | 0.00% | 800 | 200 | 33.3% | $9,956 | 加仓 |
| MKSI | MKS INC. COM | $3.98万 | 0.00% | 173 | 55 | 46.6% | $1.27万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $3.98万 | 0.00% | 265 | -5 | -1.9% | -$750 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $3.96万 | 0.00% | 1,018 | 1,018 | — | $3.96万 | 新建仓 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $3.95万 | 0.00% | 599 | 0 | 0.0% | — | 不变 |
| DSEP | FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER | $3.93万 | 0.00% | 894 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO S&P 500 GARP ETF | $3.92万 | 0.00% | 365 | -11 | -2.9% | -$1,182 | 减仓 |
| CB | CHUBB LTD SWITZ COM | $3.92万 | 0.00% | 120 | -13 | -9.8% | -$4,248 | 减仓 |
| CTVA | CORTEVA INC COM | $3.92万 | 0.00% | 468 | 1 | 0.2% | $84 | 加仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $3.91万 | 0.00% | 518 | -9 | -1.7% | -$680 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $3.91万 | 0.00% | 197 | 2 | 1.0% | $396 | 加仓 |
| PCAR | PACCAR INC COM | $3.90万 | 0.00% | 338 | 9 | 2.7% | $1,040 | 加仓 |
| FTV | FORTIVE CORP COM | $3.90万 | 0.00% | 706 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP COM | $3.90万 | 0.00% | 588 | -459 | -43.8% | -$3.04万 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV SHS | $3.89万 | 0.00% | 1,475 | 0 | 0.0% | — | 不变 |
| VRRM | VERRA MOBILITY CORP CL A COM STK | $3.88万 | 0.00% | 2,718 | 1,679 | 161.6% | $2.40万 | 加仓 |
| FLR | FLUOR CORP COM | $3.87万 | 0.00% | 830 | -60 | -6.7% | -$2,799 | 减仓 |
| CPAY | CORPAY INC COM SHS | $3.87万 | 0.00% | 133 | -5 | -3.6% | -$1,455 | 减仓 |
| QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | $3.81万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF | $3.81万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| YYY | AMPLIFY CEF HIGH INCOME ETF | $3.80万 | 0.00% | 3,449 | 56 | 1.7% | $618 | 加仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $3.79万 | 0.00% | 756 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST ACTIVE FACTOR SMALL CAP ETF | $3.79万 | 0.00% | 1,154 | -15,757 | -93.2% | -$51.77万 | 减仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - NOVEMBER | $3.79万 | 0.00% | 1,416 | 401 | 39.5% | $1.07万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $3.79万 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $3.79万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |