CREATIVE FINANCIAL DESIGNS INC /ADV
KOKOMO IN · SEC CIK 0000819864
$21.00亿2026Q2 申报市值
2,257持仓数
20.6%前十大占比 · 第一大 4.6%
191 / 105新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GARP 加仓+$2,858.69万
ELCV 加仓+$2,842.20万
AVUS 新建仓+$2,785.62万
TRFK 加仓+$2,665.61万
BIBL 加仓+$2,507.62万
2026Q2 卖出最多 按季末市值估算
VONG 减仓-$1,488.14万
FBND 减仓-$1,291.21万
PTNQ 减仓-$1,287.17万
JBND 清仓-$1,255.37万
TPIF 减仓-$1,110.45万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $2.81万 | 0.00% | 561 | -146 | -20.7% | -$7,321 | 减仓 |
| BWZ | STATE STREET SPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF | $2.77万 | 0.00% | 1,036 | 5 | 0.5% | $134 | 加仓 |
| — | FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF | $2.77万 | 0.00% | 1,466 | -526 | -26.4% | -$9,941 | 减仓 |
| IJUL | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY | $2.77万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $2.77万 | 0.00% | 230 | -16 | -6.5% | -$1,924 | 减仓 |
| LKQ | LKQ CORP COM | $2.76万 | 0.00% | 1,049 | 134 | 14.6% | $3,528 | 加仓 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $2.76万 | 0.00% | 295 | 5 | 1.7% | $467 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $2.75万 | 0.00% | 580 | 279 | 92.7% | $1.32万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $2.74万 | 0.00% | 197 | -19 | -8.8% | -$2,646 | 减仓 |
| FNOV | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | $2.74万 | 0.00% | 468 | 0 | 0.0% | — | 不变 |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | $2.73万 | 0.00% | 840 | 11 | 1.3% | $357 | 加仓 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $2.72万 | 0.00% | 1,455 | -2,660 | -64.6% | -$4.97万 | 减仓 |
| ARCC | ARES CAPITAL CORP COM | $2.72万 | 0.00% | 1,467 | 10 | 0.7% | $185 | 加仓 |
| BJUL | INNOVATOR U.S. EQUITY BUFFER ETF - JULY | $2.72万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $2.71万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $2.71万 | 0.00% | 526 | -119 | -18.4% | -$6,124 | 减仓 |
| IFLN | INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF | $2.71万 | 0.00% | 1,479 | 1,479 | — | $2.71万 | 新建仓 |
| DOW | DOW HLDGS INC COM | $2.70万 | 0.00% | 987 | 184 | 22.9% | $5,034 | 加仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $2.68万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $2.67万 | 0.00% | 909 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP COM | $2.67万 | 0.00% | 11,558 | 618 | 5.6% | $1,428 | 加仓 |
| XYL | XYLEM INC COM | $2.66万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| — | FIDELITY TACTICAL BOND ETF | $2.65万 | 0.00% | 539 | 324 | 150.7% | $1.60万 | 加仓 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $2.65万 | 0.00% | 1,198 | 925 | 338.8% | $2.05万 | 加仓 |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE ETF | $2.64万 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | $2.64万 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $2.61万 | 0.00% | 100 | -70 | -41.2% | -$1.82万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $2.60万 | 0.00% | 241 | -11 | -4.4% | -$1,186 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $2.58万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER | $2.54万 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC COM | $2.53万 | 0.00% | 1,325 | -1,006 | -43.2% | -$1.92万 | 减仓 |
| EQT | EQT CORP COM | $2.53万 | 0.00% | 475 | -4,394 | -90.2% | -$23.36万 | 减仓 |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES | $2.52万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FINTECH ETF | $2.52万 | 0.00% | 1,019 | 62 | 6.5% | $1,531 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $2.52万 | 0.00% | 1,819 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC COM | $2.51万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| BMOP | BNY MELLON MUNICIPAL OPPORTUNITIES ETF | $2.50万 | 0.00% | 991 | 991 | — | $2.50万 | 新建仓 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $2.44万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $2.44万 | 0.00% | 357 | 136 | 61.5% | $9,296 | 加仓 |
| — | TORTOISE AI INFRASTRUCTURE ETF | $2.44万 | 0.00% | 436 | 436 | — | $2.44万 | 新建仓 |
| — | WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND | $2.43万 | 0.00% | 552 | 3 | 0.5% | $132 | 加仓 |
| LKFN | LAKELAND FINL CORP COM | $2.42万 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $2.41万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC COM | $2.41万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | $2.37万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| BTO | HANCOCK JOHN FINL OPPTYS SH BEN INT NEW | $2.37万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF | $2.36万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $2.34万 | 0.00% | 123 | -88 | -41.7% | -$1.68万 | 减仓 |
| POCT | INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $2.32万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DOL | WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND | $2.31万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $2.29万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC COM | $2.29万 | 0.00% | 131 | 31 | 31.0% | $5,412 | 加仓 |
| GRRR | GORILLA TECHNOLOGY GROUP INC SHS NEW | $2.29万 | 0.00% | 1,150 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC COM | $2.28万 | 0.00% | 78 | -7 | -8.2% | -$2,047 | 减仓 |
| GME | GAMESTOP CORP CL A | $2.28万 | 0.00% | 1,032 | 0 | 0.0% | — | 不变 |
| — | CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - SEPTEMBER | $2.28万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| PSIX | POWER SOLUTIONS INTL INC COM NEW | $2.28万 | 0.00% | 585 | -1,900 | -76.5% | -$7.39万 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED FEB ETF | $2.27万 | 0.00% | 766 | 0 | 0.0% | — | 不变 |
| TDVI | FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF | $2.27万 | 0.00% | 716 | 716 | — | $2.27万 | 新建仓 |
| BX | BLACKSTONE INC COM | $2.25万 | 0.00% | 191 | -225 | -54.1% | -$2.65万 | 减仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $2.24万 | 0.00% | 824 | 746 | 956.4% | $2.03万 | 加仓 |
| FHI | FEDERATED HERMES INC CL B | $2.22万 | 0.00% | 403 | 403 | — | $2.22万 | 新建仓 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY | $2.22万 | 0.00% | 887 | 19 | 2.2% | $476 | 加仓 |
| SRE | SEMPRA COM | $2.20万 | 0.00% | 237 | 165 | 229.2% | $1.53万 | 加仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $2.19万 | 0.00% | 35 | -5 | -12.5% | -$3,129 | 减仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - FEBRUARY | $2.19万 | 0.00% | 834 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY QUARTERLY DYNAMIC BUFFER ETF | $2.17万 | 0.00% | 600 | 500 | 500.0% | $1.81万 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $2.17万 | 0.00% | 161 | -56 | -25.8% | -$7,543 | 减仓 |
| DG | DOLLAR GEN CORP | $2.16万 | 0.00% | 188 | 39 | 26.2% | $4,489 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $2.16万 | 0.00% | 400 | 400 | — | $2.16万 | 新建仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - DECEMBER | $2.15万 | 0.00% | 807 | -2,239 | -73.5% | -$5.98万 | 减仓 |
| MLI | MUELLER INDS INC COM | $2.15万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC COM | $2.15万 | 0.00% | 94 | -12 | -11.3% | -$2,744 | 减仓 |
| BAUG | INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | $2.14万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC COM | $2.12万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| BOCT | INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | $2.12万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP COM CL A | $2.12万 | 0.00% | 70 | 20 | 40.0% | $6,054 | 加仓 |
| NTR | NUTRIEN LTD COM | $2.12万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC COM NEW | $2.11万 | 0.00% | 1,290 | 515 | 66.5% | $8,406 | 加仓 |
| BAX | BAXTER INTL INC COM | $2.10万 | 0.00% | 984 | -25 | -2.5% | -$533 | 减仓 |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $2.09万 | 0.00% | 688 | 137 | 24.9% | $4,161 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $2.08万 | 0.00% | 125 | 110 | 733.3% | $1.83万 | 加仓 |
| ALCO | ALICO INC COM | $2.07万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP CL A COM | $2.07万 | 0.00% | 2,060 | 1,000 | 94.3% | $1.00万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $2.06万 | 0.00% | 47 | 40 | 571.4% | $1.75万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.04万 | 0.00% | 278 | 1 | 0.4% | $73 | 加仓 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $2.03万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $2.03万 | 0.00% | 373 | 373 | — | $2.03万 | 新建仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $2.03万 | 0.00% | 292 | 10 | 3.5% | $694 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $2.03万 | 0.00% | 213 | -76 | -26.3% | -$7,227 | 减仓 |
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | $2.02万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO TOTAL RETURN BOND ETF | $2.02万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $2.01万 | 0.00% | 126 | 11 | 9.6% | $1,755 | 加仓 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MAY | $2.00万 | 0.00% | 527 | 527 | — | $2.00万 | 新建仓 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $2.00万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $2.00万 | 0.00% | 1,268 | -950 | -42.8% | -$1.50万 | 减仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $1.99万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $1.99万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC COM | $1.99万 | 0.00% | 432 | 3 | 0.7% | $138 | 加仓 |
| GNOV | FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER | $1.97万 | 0.00% | 472 | 0 | 0.0% | — | 不变 |