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 |
|---|---|---|---|---|---|---|---|---|
| BCS | BARCLAYS PLC ADR | $2.03万 | 0.00% | 959 | 411 | 75.0% | $8,697 | 加仓 |
| QBTS | D-WAVE QUANTUM INC COM | $2.02万 | 0.00% | 1,400 | -210 | -13.0% | -$3,030 | 减仓 |
| GTO | INVESCO TOTAL RETURN BOND ETF | $2.01万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $1.97万 | 0.00% | 500 | 500 | — | $1.97万 | 新建仓 |
| ANF | ABERCROMBIE & FITCH CO CL A | $1.97万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | $1.97万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $1.97万 | 0.00% | 162 | 11 | 7.3% | $1,336 | 加仓 |
| BAUG | INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | $1.95万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A SPONSORED ADS | $1.95万 | 0.00% | 1,225 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $1.95万 | 0.00% | 144 | 33 | 29.7% | $4,463 | 加仓 |
| MLI | MUELLER INDS INC COM | $1.94万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $1.92万 | 0.00% | 572 | 3 | 0.5% | $101 | 加仓 |
| BOCT | INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | $1.92万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $1.90万 | 0.00% | 11 | 7 | 175.0% | $1.21万 | 加仓 |
| — | INNOVATOR PREMIUM INCOME 30 BARRIER ETF - OCTOBER | $1.89万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | BONDBLOXX USD HIGH YIELD BOND ENERGY SECTOR ETF | $1.89万 | 0.00% | 483 | -20 | -4.0% | -$781 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $1.88万 | 0.00% | 89 | -1 | -1.1% | -$212 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $1.88万 | 0.00% | 264 | -232 | -46.8% | -$1.65万 | 减仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $1.88万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - OCTOBER | $1.88万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| SPTB | STATE STREET SPDR PORTFOLIO TREASURY ETF | $1.88万 | 0.00% | 620 | -1,746 | -73.8% | -$5.28万 | 减仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE | $1.87万 | 0.00% | 727 | -4,501 | -86.1% | -$11.59万 | 减仓 |
| DDOG | DATADOG INC CL A COM | $1.87万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $1.86万 | 0.00% | 192 | 192 | — | $1.86万 | 新建仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $1.86万 | 0.00% | 256 | 92 | 56.1% | $6,682 | 加仓 |
| PHM | PULTE GROUP INC COM | $1.86万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $1.85万 | 0.00% | 1,611 | 0 | 0.0% | — | 不变 |
| GNOV | FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER | $1.84万 | 0.00% | 472 | 0 | 0.0% | — | 不变 |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | $1.83万 | 0.00% | 283 | 205 | 262.8% | $1.32万 | 加仓 |
| USFD | US FOODS HLDG CORP COM | $1.83万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $1.83万 | 0.00% | 260 | -200 | -43.5% | -$1.40万 | 减仓 |
| BIZD | VANECK BDC INCOME ETF | $1.82万 | 0.00% | 1,419 | 219 | 18.2% | $2,803 | 加仓 |
| — | WESTERN ASSET INVESTMENT GRADE COM | $1.82万 | 0.00% | 1,501 | 0 | 0.0% | — | 不变 |
| GIGB | GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF | $1.80万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $1.80万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC COM | $1.78万 | 0.00% | 62 | 4 | 6.9% | $1,147 | 加仓 |
| XPO | XPO INC COM | $1.77万 | 0.00% | 91 | 7 | 8.3% | $1,362 | 加仓 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $1.77万 | 0.00% | 145 | 9 | 6.6% | $1,099 | 加仓 |
| DG | DOLLAR GEN CORP | $1.77万 | 0.00% | 149 | 9 | 6.4% | $1,069 | 加仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - MARCH | $1.76万 | 0.00% | 600 | 600 | — | $1.76万 | 新建仓 |
| — | LUCID DIAGNOSTICS INC COM | $1.73万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $1.72万 | 0.00% | 117 | 6 | 5.4% | $883 | 加仓 |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | $1.72万 | 0.00% | 211 | 18 | 9.3% | $1,467 | 加仓 |
| TOPT | ISHARES TOP 20 U.S. STOCKS ETF | $1.71万 | 0.00% | 597 | 597 | — | $1.71万 | 新建仓 |
| SNA | SNAP ON INC COM | $1.71万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| DGXX | DIGI PWR X INC COM SUB VTG | $1.71万 | 0.00% | 8,400 | -3,000 | -26.3% | -$6,090 | 减仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $1.70万 | 0.00% | 283 | -122 | -30.1% | -$7,332 | 减仓 |
| ESLT | ELBIT SYS LTD ORD | $1.70万 | 0.00% | 20 | -5 | -20.0% | -$4,246 | 减仓 |
| BAX | BAXTER INTL INC COM | $1.70万 | 0.00% | 1,009 | 25 | 2.5% | $420 | 加仓 |
| ALLY | ALLY FINL INC COM | $1.68万 | 0.00% | 429 | 3 | 0.7% | $118 | 加仓 |
| HOG | HARLEY DAVIDSON INC COM | $1.68万 | 0.00% | 832 | 0 | 0.0% | — | 不变 |
| GOVI | INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF | $1.68万 | 0.00% | 616 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $1.68万 | 0.00% | 179 | 1 | 0.6% | $94 | 加仓 |
| DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $1.67万 | 0.00% | 378 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS CLOSED-END COM | $1.66万 | 0.00% | 1,297 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC COM | $1.65万 | 0.00% | 86 | 86 | — | $1.65万 | 新建仓 |
| MSA | MSA SAFETY INC COM | $1.64万 | 0.00% | 100 | -4 | -3.8% | -$656 | 减仓 |
| RMD | RESMED INC COM | $1.62万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO PREFERRED ETF | $1.61万 | 0.00% | 1,479 | 0 | 0.0% | — | 不变 |
| JOET | VIRTUS TERRANOVA US QUALITY MOMENTUM ETF | $1.61万 | 0.00% | 401 | -98 | -19.6% | -$3,927 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $1.59万 | 0.00% | 1,000 | -268 | -21.1% | -$4,256 | 减仓 |
| — | ARROWMARK FINANCIAL CORP COM | $1.58万 | 0.00% | 827 | 827 | — | $1.58万 | 新建仓 |
| SF | STIFEL FINL CORP COM | $1.57万 | 0.00% | 213 | -2 | -0.7% | -$111 | 减仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $1.57万 | 0.00% | 680 | 66 | 10.7% | $1,527 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC COM | $1.57万 | 0.00% | 1,053 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC COM NEW | $1.56万 | 0.00% | 693 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST CONSUMER STAPLES ALPHADEX FUND | $1.56万 | 0.00% | 245 | 1 | 0.4% | $64 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $1.56万 | 0.00% | 277 | 1 | 0.4% | $56 | 加仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $1.56万 | 0.00% | 282 | -25 | -8.1% | -$1,380 | 减仓 |
| — | ACQUIRERS FUND | $1.54万 | 0.00% | 397 | -865 | -68.5% | -$3.37万 | 减仓 |
| — | POINT BRIDGE AMERICA FIRST ETF | $1.54万 | 0.00% | 288 | 5 | 1.8% | $267 | 加仓 |
| ECL | ECOLAB INC COM | $1.53万 | 0.00% | 58 | 7 | 13.7% | $1,851 | 加仓 |
| — | ANFIELD U.S. EQUITY SECTOR ROTATION ETF | $1.52万 | 0.00% | 908 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $1.52万 | 0.00% | 152 | 26 | 20.6% | $2,598 | 加仓 |
| SW | SMURFIT WESTROCK PLC SHS | $1.52万 | 0.00% | 381 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $1.51万 | 0.00% | 961 | 0 | 0.0% | — | 不变 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | $1.51万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.50万 | 0.00% | 31 | 10 | 47.6% | $4,849 | 加仓 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - APRIL | $1.50万 | 0.00% | 624 | 272 | 77.3% | $6,527 | 加仓 |
| MAYW | ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF | $1.50万 | 0.00% | 443 | 0 | 0.0% | — | 不变 |
| — | PACER US EXPORT LEADERS ETF | $1.50万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $1.49万 | 0.00% | 490 | 2 | 0.4% | $61 | 加仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED DI COM | $1.49万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| QSPT | FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER | $1.48万 | 0.00% | 485 | 0 | 0.0% | — | 不变 |
| — | SB FINL GROUP INC COM | $1.48万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC COM | $1.48万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $1.47万 | 0.00% | 1,050 | -479 | -31.3% | -$6,725 | 减仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $1.47万 | 0.00% | 499 | 6 | 1.2% | $177 | 加仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $1.47万 | 0.00% | 1,774 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $1.46万 | 0.00% | 1,292 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD COM | $1.46万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC COM NEW | $1.45万 | 0.00% | 775 | 575 | 287.5% | $1.08万 | 重新持有 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $1.45万 | 0.00% | 124 | 124 | — | $1.45万 | 新建仓 |
| — | PGIM S&P 500 BUFFER 20 ETF - DECEMBER | $1.45万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $1.45万 | 0.00% | 173 | 173 | — | $1.45万 | 新建仓 |
| SII | SPROTT INC COM NEW | $1.44万 | 0.00% | 101 | -25 | -19.8% | -$3,575 | 减仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $1.44万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND | $1.44万 | 0.00% | 694 | -356 | -33.9% | -$7,366 | 减仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST | $1.43万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $1.43万 | 0.00% | 301 | 0 | 0.0% | — | 不变 |