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 |
|---|---|---|---|---|---|---|---|---|
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - MARCH | $3.78万 | 0.00% | 1,494 | 384 | 34.6% | $9,704 | 加仓 |
| — | FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF | $3.77万 | 0.00% | 1,992 | -176 | -8.1% | -$3,330 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $3.75万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $3.74万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | $3.73万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $3.71万 | 0.00% | 236 | 5 | 2.2% | $786 | 加仓 |
| — | CREXENDO INC COM | $3.70万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $3.69万 | 0.00% | 1,100 | -1,184 | -51.8% | -$3.97万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $3.68万 | 0.00% | 477 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE U.S. MIDCAP FUND | $3.68万 | 0.00% | 547 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $3.67万 | 0.00% | 445 | 445 | — | $3.67万 | 新建仓 |
| ZS | ZSCALER INC COM | $3.66万 | 0.00% | 261 | -1 | -0.4% | -$140 | 减仓 |
| KIM | KIMCO REALTY CORP COM | $3.62万 | 0.00% | 1,611 | -5 | -0.3% | -$112 | 减仓 |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETF | $3.61万 | 0.00% | 626 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $3.60万 | 0.00% | 484 | 41 | 9.3% | $3,051 | 加仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $3.60万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | $3.60万 | 0.00% | 1,715 | 1,672 | 3,888.4% | $3.50万 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $3.59万 | 0.00% | 939 | 0 | 0.0% | — | 不变 |
| BUFB | INNOVATOR LADDERED ALLOCATION BUFFER ETF | $3.59万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $3.57万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| TBUX | T. ROWE PRICE ULTRA SHORT-TERM BOND ETF | $3.56万 | 0.00% | 716 | 552 | 336.6% | $2.74万 | 加仓 |
| — | PIMCO BROAD U.S. TIPS INDEX ETF | $3.52万 | 0.00% | 662 | 2 | 0.3% | $106 | 加仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $3.52万 | 0.00% | 706 | -3 | -0.4% | -$149 | 减仓 |
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $3.51万 | 0.00% | 696 | 4 | 0.6% | $202 | 加仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JUNE | $3.51万 | 0.00% | 1,292 | 415 | 47.3% | $1.13万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $3.51万 | 0.00% | 3,949 | 0 | 0.0% | — | 不变 |
| SLNZ | TCW SENIOR LOAN ETF | $3.50万 | 0.00% | 774 | 655 | 550.4% | $2.96万 | 加仓 |
| FRPH | FRP HLDGS INC COM | $3.50万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $3.50万 | 0.00% | 257 | 128 | 99.2% | $1.74万 | 加仓 |
| — | STRIVE U.S. ENERGY ETF | $3.48万 | 0.00% | 882 | 0 | 0.0% | — | 不变 |
| EOI | EATON VANCE ENHANCED EQUITY COM | $3.48万 | 0.00% | 1,852 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $3.47万 | 0.00% | 657 | -5 | -0.8% | -$264 | 减仓 |
| — | INSPIRE CAPITAL APPRECIATION ETF | $3.46万 | 0.00% | 1,205 | -131,017 | -99.1% | -$375.93万 | 减仓 |
| BHK | BLACKROCK CORE BD TR SHS BEN INT | $3.44万 | 0.00% | 3,751 | 0 | 0.0% | — | 不变 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - NOVEMBER | $3.43万 | 0.00% | 1,505 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $3.39万 | 0.00% | 166 | -9 | -5.1% | -$1,840 | 减仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $3.37万 | 0.00% | 237 | 136 | 134.7% | $1.94万 | 加仓 |
| — | DUPONT DE NEMOURS INC COM | $3.36万 | 0.00% | 735 | -15 | -2.0% | -$687 | 减仓 |
| ENTG | ENTEGRIS INC COM | $3.36万 | 0.00% | 287 | 11 | 4.0% | $1,290 | 加仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $3.36万 | 0.00% | 1,339 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $3.34万 | 0.00% | 803 | 2 | 0.2% | $83 | 加仓 |
| DDEC | FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER | $3.34万 | 0.00% | 755 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $3.34万 | 0.00% | 291 | 90 | 44.8% | $1.03万 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $3.34万 | 0.00% | 176 | -7 | -3.8% | -$1,328 | 减仓 |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $3.32万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $3.30万 | 0.00% | 707 | 0 | 0.0% | — | 不变 |
| — | SKYWATER TECHNOLOGY INC COM | $3.29万 | 0.00% | 1,200 | -500 | -29.4% | -$1.37万 | 减仓 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $3.29万 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $3.29万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $3.28万 | 0.00% | 724 | 205 | 39.5% | $9,283 | 加仓 |
| CNP | CENTERPOINT ENERGY INC COM | $3.28万 | 0.00% | 759 | 0 | 0.0% | — | 不变 |
| — | GABELLI HEALTHCARE & WELLNESS SHS | $3.27万 | 0.00% | 3,618 | 0 | 0.0% | — | 不变 |
| — | ISHARES FLOATING RATE LOAN ACTIVE ETF | $3.26万 | 0.00% | 642 | 642 | — | $3.26万 | 新建仓 |
| RSPF | INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF | $3.23万 | 0.00% | 452 | 452 | — | $3.23万 | 新建仓 |
| HUBB | HUBBELL INC COM | $3.19万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $3.19万 | 0.00% | 452 | 452 | — | $3.19万 | 新建仓 |
| RKT | ROCKET COS INC COM CL A | $3.16万 | 0.00% | 2,218 | 558 | 33.6% | $7,952 | 加仓 |
| JSML | JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF | $3.15万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $3.15万 | 0.00% | 477 | 0 | 0.0% | — | 不变 |
| SJNK | SPDR BARCLAYS CAPITAL SHORT TERM HIGH YIELD BOND ETF | $3.15万 | 0.00% | 1,259 | -502 | -28.5% | -$1.25万 | 减仓 |
| BMAY | INNOVATOR U.S. EQUITY BUFFER ETF - MAY | $3.14万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $3.13万 | 0.00% | 183 | 56 | 44.1% | $9,588 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $3.12万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $3.11万 | 0.00% | 142 | 142 | — | $3.11万 | 新建仓 |
| TPR | TAPESTRY INC COM | $3.08万 | 0.00% | 218 | -19 | -8.0% | -$2,681 | 减仓 |
| — | GLOBAL X MILLENNIAL CONSUMER ETF | $3.06万 | 0.00% | 753 | 0 | 0.0% | — | 不变 |
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $3.04万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO COM NEW | $3.02万 | 0.00% | 313 | -3 | -0.9% | -$290 | 减仓 |
| FEBW | ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF | $3.01万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY | $3.01万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $3.01万 | 0.00% | 120 | 120 | — | $3.01万 | 新建仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $3.00万 | 0.00% | 528 | 300 | 131.6% | $1.70万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $2.99万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| DFEB | FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | $2.98万 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $2.98万 | 0.00% | 170 | 170 | — | $2.98万 | 新建仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $2.96万 | 0.00% | 191 | 15 | 8.5% | $2,327 | 加仓 |
| TR | TOOTSIE ROLL INDS INC COM | $2.96万 | 0.00% | 692 | -600 | -46.4% | -$2.56万 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $2.94万 | 0.00% | 82 | 36 | 78.3% | $1.29万 | 加仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF- JUNE | $2.94万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $2.94万 | 0.00% | 246 | -73 | -22.9% | -$8,724 | 减仓 |
| CBRE | CBRE GROUP INC CL A | $2.94万 | 0.00% | 217 | -84 | -27.9% | -$1.14万 | 减仓 |
| FAN | FIRST TRUST GLOBAL WIND ENERGY ETF | $2.92万 | 0.00% | 1,180 | 1,180 | — | $2.92万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $2.91万 | 0.00% | 85 | -3 | -3.4% | -$1,027 | 减仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $2.91万 | 0.00% | 586 | -108 | -15.6% | -$5,356 | 减仓 |
| FIW | FIRST TRUST WATER ETF | $2.89万 | 0.00% | 281 | 281 | — | $2.89万 | 新建仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $2.89万 | 0.00% | 543 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $2.88万 | 0.00% | 121 | 65 | 116.1% | $1.55万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $2.88万 | 0.00% | 216 | -1 | -0.5% | -$133 | 减仓 |
| BBWI | BATH & BODY WORKS INC COM | $2.87万 | 0.00% | 1,540 | 15 | 1.0% | $280 | 加仓 |
| NXTG | FIRST TRUST INDXX NEXTG ETF | $2.86万 | 0.00% | 255 | 2 | 0.8% | $224 | 加仓 |
| PSEC | PROSPECT CAP CORP COM | $2.86万 | 0.00% | 10,940 | 540 | 5.2% | $1,409 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF | $2.85万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $2.83万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES | $2.82万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC COM | $2.81万 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO COM | $2.78万 | 0.00% | 368 | -250 | -40.5% | -$1.89万 | 减仓 |
| BWZ | SPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF | $2.77万 | 0.00% | 1,031 | 4 | 0.4% | $108 | 加仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $2.77万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC COM | $2.73万 | 0.00% | 677 | 5 | 0.7% | $201 | 加仓 |
| TLTD | FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND | $2.73万 | 0.00% | 290 | 229 | 375.4% | $2.15万 | 加仓 |