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 |
|---|---|---|---|---|---|---|---|---|
| ENPH | ENPHASE ENERGY INC COM | $2.71万 | 0.00% | 717 | 0 | 0.0% | — | 不变 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $2.70万 | 0.00% | 290 | 6 | 2.1% | $559 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $2.70万 | 0.00% | 86 | 43 | 100.0% | $1.35万 | 加仓 |
| XYL | XYLEM INC COM | $2.69万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP COM | $2.69万 | 0.00% | 915 | -457 | -33.3% | -$1.34万 | 减仓 |
| IQV | IQVIA HLDGS INC COM | $2.68万 | 0.00% | 157 | -2 | -1.3% | -$341 | 减仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | $2.68万 | 0.00% | 1,017 | 312 | 44.3% | $8,208 | 加仓 |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | $2.67万 | 0.00% | 994 | 0 | 0.0% | — | 不变 |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE ETF | $2.67万 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $2.66万 | 0.00% | 154 | -9 | -5.5% | -$1,553 | 减仓 |
| NUEM | NUVEEN ESG EMERGING MARKETS EQUITY ETF | $2.65万 | 0.00% | 722 | -3 | -0.4% | -$110 | 减仓 |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $2.65万 | 0.00% | 116 | 1 | 0.9% | $228 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $2.65万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP COM | $2.63万 | 0.00% | 1,457 | 1,109 | 318.7% | $2.00万 | 加仓 |
| INOD | INNODATA INC COM NEW | $2.63万 | 0.00% | 680 | -150 | -18.1% | -$5,793 | 减仓 |
| BMAR | INNOVATOR U.S. EQUITY BUFFER ETF - MARCH | $2.62万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IJUL | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY | $2.60万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $2.60万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $2.60万 | 0.00% | 1,819 | 0 | 0.0% | — | 不变 |
| — | TIGO ENERGY INC COM | $2.60万 | 0.00% | 6,906 | 0 | 0.0% | — | 不变 |
| MZTI | MARZETTI COMPANY COM | $2.58万 | 0.00% | 187 | -130 | -41.0% | -$1.80万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD ORD | $2.58万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $2.57万 | 0.00% | 500 | 1 | 0.2% | $51 | 加仓 |
| NOW | SERVICENOW INC COM | $2.56万 | 0.00% | 245 | 155 | 172.2% | $1.62万 | 加仓 |
| DTE | DTE ENERGY CO COM | $2.56万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $2.56万 | 0.00% | 502 | 161 | 47.2% | $8,202 | 加仓 |
| NTR | NUTRIEN LTD COM | $2.54万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| FRME | FIRST MERCHANTS CORP COM | $2.52万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| PTF | INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF | $2.51万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | $2.51万 | 0.00% | 829 | 10 | 1.2% | $303 | 加仓 |
| — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER | $2.51万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC COM | $2.50万 | 0.00% | 252 | 82 | 48.2% | $8,151 | 加仓 |
| FNOV | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | $2.50万 | 0.00% | 468 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC COM | $2.49万 | 0.00% | 73 | -6 | -7.6% | -$2,050 | 减仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $2.49万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR U.S. EQUITY BUFFER ETF - JULY | $2.48万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $2.46万 | 0.00% | 252 | -1 | -0.4% | -$98 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $2.46万 | 0.00% | 265 | 102 | 62.6% | $9,472 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER | $2.46万 | 0.00% | 925 | 925 | — | $2.46万 | 新建仓 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $2.45万 | 0.00% | 909 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP SPONSORED ADR | $2.45万 | 0.00% | 1,182 | 431 | 57.4% | $8,922 | 加仓 |
| CIEN | CIENA CORP COM NEW | $2.45万 | 0.00% | 63 | 63 | — | $2.45万 | 新建仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $2.44万 | 0.00% | 267 | -319 | -54.4% | -$2.92万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $2.44万 | 0.00% | 85 | -2,433 | -96.6% | -$69.83万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO COM | $2.42万 | 0.00% | 645 | -50 | -7.2% | -$1,880 | 减仓 |
| BPOP | POPULAR INC COM NEW | $2.42万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $2.41万 | 0.00% | 167 | 9 | 5.7% | $1,301 | 加仓 |
| IT | GARTNER INC COM | $2.41万 | 0.00% | 152 | 2 | 1.3% | $317 | 加仓 |
| APA | APA CORPORATION COM | $2.40万 | 0.00% | 565 | -255 | -31.1% | -$1.08万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC COM | $2.39万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND | $2.39万 | 0.00% | 549 | -355 | -39.3% | -$1.54万 | 减仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $2.38万 | 0.00% | 289 | 76 | 35.7% | $6,269 | 加仓 |
| GME | GAMESTOP CORP CL A | $2.38万 | 0.00% | 1,032 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW COM SHS | $2.37万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - OCTOBER | $2.35万 | 0.00% | 871 | 33 | 3.9% | $891 | 加仓 |
| AEE | AMEREN CORP COM | $2.34万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP COM | $2.34万 | 0.00% | 219 | -19 | -8.0% | -$2,028 | 减仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $2.33万 | 0.00% | 276 | -158 | -36.4% | -$1.33万 | 减仓 |
| OKTA | OKTA INC CL A | $2.32万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC COM | $2.32万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| FGD | FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $2.32万 | 0.00% | 726 | 568 | 359.5% | $1.81万 | 加仓 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $2.30万 | 0.00% | 266 | 1 | 0.4% | $87 | 加仓 |
| AKRE | AKRE FOCUS ETF | $2.28万 | 0.00% | 432 | 102 | 30.9% | $5,391 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $2.27万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $2.26万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $2.25万 | 0.00% | 81 | -10 | -11.0% | -$2,779 | 减仓 |
| LKFN | LAKELAND FINL CORP COM | $2.25万 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $2.24万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW COM | $2.23万 | 0.00% | 854 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC SPON ADR REP A | $2.23万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FINTECH ETF | $2.21万 | 0.00% | 957 | 24 | 2.6% | $554 | 加仓 |
| — | FIRST TRUST INDXX CRITICAL METALS ETF | $2.21万 | 0.00% | 660 | 660 | — | $2.21万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $2.21万 | 0.00% | 352 | -15 | -4.1% | -$941 | 减仓 |
| ALB | ALBEMARLE CORP COM | $2.21万 | 0.00% | 123 | -12 | -8.9% | -$2,154 | 减仓 |
| — | CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - SEPTEMBER | $2.20万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| SCNM | STERLING CAPITAL NATIONAL MUNICIPAL BOND ETF | $2.16万 | 0.00% | 868 | 868 | — | $2.16万 | 新建仓 |
| SNOW | SNOWFLAKE INC COM SHS | $2.16万 | 0.00% | 143 | -1 | -0.7% | -$151 | 减仓 |
| NDAQ | NASDAQ INC COM | $2.16万 | 0.00% | 254 | -56 | -18.1% | -$4,754 | 减仓 |
| POCT | INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $2.16万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BTO | HANCOCK JOHN FINL OPPTYS SH BEN INT NEW | $2.15万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - FEBRUARY | $2.13万 | 0.00% | 834 | 70 | 9.2% | $1,791 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $2.12万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $2.12万 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $2.12万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | $2.12万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC SHS | $2.12万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| DOL | WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND | $2.11万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC COM | $2.08万 | 0.00% | 627 | 0 | 0.0% | — | 不变 |
| FLNG | FLEX LNG LTD SHS | $2.08万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| HLIO | HELIOS TECHNOLOGIES INC COM | $2.08万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $2.08万 | 0.00% | 1,224 | 333 | 37.4% | $5,651 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED FEB ETF | $2.07万 | 0.00% | 766 | 0 | 0.0% | — | 不变 |
| ALCO | ALICO INC COM | $2.06万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PHYL | PGIM ACTIVE HIGH YIELD BOND ETF | $2.06万 | 0.00% | 595 | -942 | -61.3% | -$3.26万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC COM | $2.06万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC CLASS A COM | $2.06万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $2.06万 | 0.00% | 253 | 48 | 23.4% | $3,903 | 加仓 |
| — | AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF | $2.05万 | 0.00% | 355 | 3 | 0.9% | $173 | 加仓 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY | $2.03万 | 0.00% | 868 | -9,696 | -91.8% | -$22.69万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. CL A | $2.03万 | 0.00% | 1,100 | -2,150 | -66.2% | -$3.97万 | 减仓 |