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 |
|---|---|---|---|---|---|---|---|---|
| — | GDL FD COM SH BEN IT | $1.43万 | 0.00% | 1,717 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF | $1.43万 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $1.42万 | 0.00% | 336 | 5 | 1.5% | $212 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $1.41万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC COM | $1.41万 | 0.00% | 106 | -2 | -1.9% | -$267 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $1.40万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $1.40万 | 0.00% | 2,786 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC CL A | $1.40万 | 0.00% | 600 | 600 | — | $1.40万 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1.40万 | 0.00% | 377 | 377 | — | $1.40万 | 新建仓 |
| — | WISDOMTREE MORTGAGE PLUS BOND FUND | $1.39万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES U.S. FINANCIALS ETF | $1.39万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER | $1.38万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $1.36万 | 0.00% | 473 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $1.36万 | 0.00% | 221 | 2 | 0.9% | $123 | 加仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $1.36万 | 0.00% | 787 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $1.36万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X SOCIAL MEDIA ETF | $1.36万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| — | FIDELITY INTERNATIONAL MULTIFACTOR ETF | $1.35万 | 0.00% | 379 | 223 | 142.9% | $7,953 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $1.35万 | 0.00% | 599 | 36 | 6.4% | $810 | 加仓 |
| — | FIRST TRUST BLOOMBERG EMERGING MARKET DEMOCRACIES ETF | $1.35万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $1.34万 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $1.33万 | 0.00% | 393 | 393 | — | $1.33万 | 新建仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $1.33万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $1.33万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $1.33万 | 0.00% | 105 | 5 | 5.0% | $631 | 加仓 |
| WAB | WABTEC COM | $1.32万 | 0.00% | 53 | -2 | -3.6% | -$500 | 减仓 |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $1.32万 | 0.00% | 551 | -54 | -8.9% | -$1,294 | 减仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $1.32万 | 0.00% | 149 | 1 | 0.7% | $89 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC COM | $1.31万 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| — | FIDELITY BLUE CHIP VALUE ETF | $1.31万 | 0.00% | 364 | 2 | 0.6% | $72 | 加仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $1.31万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $1.31万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC COM | $1.30万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $1.29万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $1.29万 | 0.00% | 96 | 9 | 10.3% | $1,212 | 加仓 |
| DPZ | DOMINOS PIZZA INC COM | $1.29万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP COM | $1.28万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IAK | ISHARES U.S. INSURANCE ETF | $1.28万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XERS | XERIS BIOPHARMA HOLDINGS INC COM | $1.28万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $1.27万 | 0.00% | 180 | 45 | 33.3% | $3,181 | 加仓 |
| LIVN | LIVANOVA PLC SHS | $1.27万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $1.26万 | 0.00% | 69 | 68 | 6,800.0% | $1.25万 | 加仓 |
| — | FIRST TRUST WCM DEVELOPING WORLD EQUITY ETF | $1.26万 | 0.00% | 750 | 750 | — | $1.26万 | 新建仓 |
| FE | FIRSTENERGY CORP COM | $1.26万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG NAMEN AKT | $1.25万 | 0.00% | 419 | 220 | 110.6% | $6,552 | 加仓 |
| — | T-REX 2X LONG BITCOIN DAILY TARGET ETF | $1.24万 | 0.00% | 813 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $1.24万 | 0.00% | 472 | -112 | -19.2% | -$2,943 | 减仓 |
| MOD | MODINE MFG CO COM | $1.24万 | 0.00% | 57 | -9 | -13.6% | -$1,950 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $1.23万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| — | SCILEX HOLDING CO COM NEW | $1.23万 | 0.00% | 1,853 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $1.23万 | 0.00% | 100 | -604 | -85.8% | -$7.43万 | 减仓 |
| IP | INTERNATIONAL PAPER CO COM | $1.23万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $1.23万 | 0.00% | 252 | 1 | 0.4% | $49 | 加仓 |
| CME | CME GROUP INC COM | $1.23万 | 0.00% | 41 | -23 | -35.9% | -$6,875 | 减仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $1.22万 | 0.00% | 135 | 135 | — | $1.22万 | 新建仓 |
| UFEB | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY | $1.21万 | 0.00% | 334 | 334 | — | $1.21万 | 新建仓 |
| GRRR | GORILLA TECHNOLOGY GROUP INC SHS NEW | $1.21万 | 0.00% | 1,150 | -2,650 | -69.7% | -$2.79万 | 减仓 |
| — | FIRST TRUST GERMANY ALPHADEX FUND | $1.20万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $1.20万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC ADS | $1.20万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $1.20万 | 0.00% | 886 | 631 | 247.5% | $8,525 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $1.20万 | 0.00% | 58 | 35 | 152.2% | $7,213 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $1.19万 | 0.00% | 241 | 180 | 295.1% | $8,922 | 加仓 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $1.19万 | 0.00% | 412 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $1.19万 | 0.00% | 243 | -1,033 | -81.0% | -$5.06万 | 减仓 |
| KLAC | KLA CORP COM NEW | $1.18万 | 0.00% | 8 | -57 | -87.7% | -$8.39万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC COM | $1.17万 | 0.00% | 103 | 1 | 1.0% | $114 | 加仓 |
| VNOM | VIPER ENERGY INC CL A | $1.17万 | 0.00% | 248 | 235 | 1,807.7% | $1.10万 | 加仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $1.16万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $1.16万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP COM | $1.15万 | 0.00% | 202 | 1 | 0.5% | $57 | 加仓 |
| SMR | NUSCALE PWR CORP CL A COM | $1.15万 | 0.00% | 1,060 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC SPONSORED ADS | $1.14万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| — | HARTFORD EQUITY PREMIUM INCOME ETF | $1.14万 | 0.00% | 300 | 300 | — | $1.14万 | 新建仓 |
| TLTE | FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND | $1.14万 | 0.00% | 170 | 136 | 400.0% | $9,140 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLOGY SHS | $1.14万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| HWKN | HAWKINS INC COM | $1.14万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | $1.13万 | 0.00% | 897 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $1.12万 | 0.00% | 162 | 76 | 88.4% | $5,272 | 加仓 |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | $1.12万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| OSCV | OPUS SMALL CAP VALUE ETF | $1.11万 | 0.00% | 281 | -48 | -14.6% | -$1,893 | 减仓 |
| KKR | KKR & CO INC COM | $1.10万 | 0.00% | 119 | 10 | 9.2% | $928 | 加仓 |
| KSTR | KRANESHARES SSE STAR MARKET 50 INDEX ETF | $1.10万 | 0.00% | 600 | 600 | — | $1.10万 | 新建仓 |
| CWT | CALIFORNIA WTR SVC GROUP COM | $1.09万 | 0.00% | 241 | -362 | -60.0% | -$1.64万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC COM | $1.09万 | 0.00% | 510 | 5 | 1.0% | $107 | 加仓 |
| CACI | CACI INTL INC CL A | $1.09万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V COM | $1.08万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS COM | $1.08万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $1.08万 | 0.00% | 223 | 206 | 1,211.8% | $9,989 | 加仓 |
| RYN | RAYONIER INC COM | $1.08万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| IGOV | ISHARES TR S&P/CITIGROUP INTL TREASURY BD ETF | $1.08万 | 0.00% | 263 | 263 | — | $1.08万 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $1.07万 | 0.00% | 1,156 | 0 | 0.0% | — | 不变 |
| DEA | EASTERLY GOVT PPTYS INC COM SHS | $1.07万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC SHS | $1.07万 | 0.00% | 105 | 104 | 10,400.0% | $1.06万 | 加仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $1.07万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| WINN | HARBOR LONG-TERM GROWERS ETF | $1.06万 | 0.00% | 382 | 0 | 0.0% | — | 不变 |
| — | FIDELITY TACTICAL BOND ETF | $1.06万 | 0.00% | 215 | 131 | 156.0% | $6,432 | 加仓 |
| INDA | ISHARES MSCI INDIA ETF | $1.05万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| OI | O-I GLASS INC COM | $1.05万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $1.04万 | 0.00% | 1,775 | 0 | 0.0% | — | 不变 |