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 |
|---|---|---|---|---|---|---|---|---|
| CFG | CITIZENS FINL GROUP INC COM | $1.03万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $1.03万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| — | GABELLI GLOBAL UTIL & INCOME COM SH BEN INT | $1.02万 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| — | MEDIFAST INC COM | $1.02万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC COM | $1.01万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | T-REX 2X LONG NVIDIA DAILY TARGET ETF | $1.01万 | 0.00% | 722 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC COM | $1.00万 | 0.00% | 1,230 | 291 | 31.0% | $2,375 | 加仓 |
| TCBK | TRICO BANCSHARES COM | $1.00万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| JMUB | JPMORGAN MUNICIPAL ETF | $9,998 | 0.00% | 200 | 200 | — | $9,998 | 新建仓 |
| LGOV | FIRST TRUST LONG DURATION OPPORTUNITIES ETF | $9,968 | 0.00% | 462 | -945 | -67.2% | -$2.04万 | 减仓 |
| — | DIGITALBRIDGE GROUP INC CL A NEW | $9,961 | 0.00% | 646 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | $9,918 | 0.00% | 228 | -40 | -14.9% | -$1,740 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $9,908 | 0.00% | 535 | -669 | -55.6% | -$1.24万 | 减仓 |
| — | TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 | $9,890 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH | $9,877 | 0.00% | 295 | -21 | -6.6% | -$703 | 减仓 |
| HLN | HALEON PLC SPON ADS | $9,876 | 0.00% | 987 | 0 | 0.0% | — | 不变 |
| PPT | PUTNAM PREMIER INCOME TR SH BEN INT | $9,858 | 0.00% | 2,777 | 0 | 0.0% | — | 不变 |
| CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | $9,835 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC COM | $9,777 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC CL A | $9,760 | 0.00% | 65 | -2 | -3.0% | -$300 | 减仓 |
| RAL | RALLIANT CORP COM | $9,651 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| UTES | VIRTUS REAVES UTILITIES ETF | $9,644 | 0.00% | 121 | -15 | -11.0% | -$1,196 | 减仓 |
| ISHG | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | $9,644 | 0.00% | 130 | 130 | — | $9,644 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF | $9,594 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION DAILY SEMICONDUCTOR BULL 3X ETF | $9,582 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| JMOM | JPMORGAN U.S. MOMENTUM FACTOR ETF | $9,580 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC COM | $9,580 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| — | HARTFORD QUALITY VALUE ETF | $9,514 | 0.00% | 350 | 350 | — | $9,514 | 新建仓 |
| OPFI | OPPFI INC COM CL A | $9,483 | 0.00% | 1,230 | 0 | 0.0% | — | 不变 |
| — | RAYLIANT WILSHIRE NXTGEN EMERGING MARKETS EQUITY ETF | $9,454 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| PCEF | INVESCO CEF INCOME COMPOSITE ETF | $9,410 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES 2X LONG META DAILY ETF | $9,370 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP CL A | $9,308 | 0.00% | 115 | 1 | 0.9% | $81 | 加仓 |
| GIS | GENERAL MILLS INC COM | $9,305 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $9,280 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH | $9,151 | 0.00% | 226 | 226 | — | $9,151 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $9,141 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $9,084 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| PSFF | PACER SWAN SOS FUND OF FUNDS ETF | $9,004 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| CODI | COMPASS DIVERSIFIED SH BEN INT | $8,992 | 0.00% | 1,144 | 0 | 0.0% | — | 不变 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $8,991 | 0.00% | 224 | -1,437 | -86.5% | -$5.77万 | 减仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $8,951 | 0.00% | 75 | 15 | 25.0% | $1,790 | 加仓 |
| ONDS | ONDAS INC COM NEW | $8,932 | 0.00% | 988 | 988 | — | $8,932 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW COM | $8,925 | 0.00% | 135 | 135 | — | $8,925 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $8,918 | 0.00% | 183 | 183 | — | $8,918 | 新建仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $8,842 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $8,790 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $8,770 | 0.00% | 1,000 | 1,000 | — | $8,770 | 新建仓 |
| — | FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF | $8,730 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| PFFV | GLOBAL X VARIABLE RATE PREFERRED ETF | $8,695 | 0.00% | 398 | 5 | 1.3% | $109 | 加仓 |
| ZTS | ZOETIS INC CL A | $8,629 | 0.00% | 73 | 48 | 192.0% | $5,674 | 加仓 |
| RAVI | FLEXSHARES ULTRA-SHORT INCOME FUND | $8,596 | 0.00% | 114 | 92 | 418.2% | $6,937 | 加仓 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $8,555 | 0.00% | 468 | 0 | 0.0% | — | 不变 |
| — | GLADSTONE INVT CORP COM | $8,520 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC CL C CAP STK | $8,483 | 0.00% | 205 | 5 | 2.5% | $207 | 加仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $8,432 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC COM | $8,351 | 0.00% | 113 | 5 | 4.6% | $370 | 加仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $8,346 | 0.00% | 186 | 5 | 2.8% | $224 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $8,338 | 0.00% | 88 | 76 | 633.3% | $7,201 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $8,315 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $8,295 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC COM | $8,249 | 0.00% | 174 | -124 | -41.6% | -$5,879 | 减仓 |
| VLTO | VERALTO CORP COM SHS | $8,228 | 0.00% | 93 | 36 | 63.2% | $3,185 | 加仓 |
| SEIC | SEI INVTS CO COM | $8,224 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| — | CODA OCTOPUS GROUP INC COM NEW | $8,215 | 0.00% | 727 | 0 | 0.0% | — | 不变 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - SEPTEMBER | $8,120 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC SPONSORED ADR | $8,116 | 0.00% | 87 | 75 | 625.0% | $6,997 | 加仓 |
| OIH | VANECK OIL SERVICES ETF | $8,084 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HYGV | FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | $8,052 | 0.00% | 201 | 159 | 378.6% | $6,369 | 加仓 |
| CR | CRANE COMPANY COMMON STOCK | $8,037 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| YMM | FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | $8,034 | 0.00% | 968 | 968 | — | $8,034 | 新建仓 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | $8,002 | 0.00% | 64 | 64 | — | $8,002 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $7,960 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | $7,880 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $7,844 | 0.00% | 103 | 103 | — | $7,844 | 新建仓 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $7,833 | 0.00% | 142 | 128 | 914.3% | $7,061 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $7,740 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $7,740 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $7,724 | 0.00% | 103 | 1 | 1.0% | $75 | 加仓 |
| TXT | TEXTRON INC COM | $7,705 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $7,606 | 0.00% | 139 | -14,065 | -99.0% | -$76.96万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $7,580 | 0.00% | 35 | 1 | 2.9% | $217 | 加仓 |
| FLXS | FLEXSTEEL INDS INC COM | $7,550 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $7,545 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $7,510 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC COM | $7,497 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $7,482 | 0.00% | 117 | 98 | 515.8% | $6,267 | 加仓 |
| EBAY | EBAY INC. COM | $7,464 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| — | SPROTT SILVER MINERS & PHYSICAL SILVER ETF | $7,398 | 0.00% | 125 | 50 | 66.7% | $2,959 | 加仓 |
| — | FIRST TRUST ALERIAN US NEXTGEN INFRASTRUCTURE ETF | $7,391 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $7,355 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $7,343 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $7,320 | 0.00% | 92 | -76 | -45.2% | -$6,047 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $7,297 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| SNXX | TRADR 2X LONG SNDK DAILY ETF | $7,284 | 0.00% | 200 | 200 | — | $7,284 | 新建仓 |
| CTBI | COMMUNITY TR BANCORP INC COM | $7,263 | 0.00% | 120 | 1 | 0.8% | $61 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $7,236 | 0.00% | 84 | 2 | 2.4% | $172 | 加仓 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $7,232 | 0.00% | 128 | 128 | — | $7,232 | 新建仓 |
| SNY | SANOFI SA SPONSORED ADR | $7,179 | 0.00% | 149 | 30 | 25.2% | $1,445 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $7,090 | 0.00% | 189 | -148 | -43.9% | -$5,552 | 减仓 |