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 |
|---|---|---|---|---|---|---|---|---|
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $1.51万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST | $1.51万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | PACER TRENDPILOT US BOND ETF | $1.51万 | 0.00% | 786 | -283,989 | -99.7% | -$544.17万 | 减仓 |
| — | PACER LUNT LARGE CAP ALTERNATOR ETF | $1.49万 | 0.00% | 290 | 290 | — | $1.49万 | 新建仓 |
| SF | STIFEL FINL CORP COM | $1.49万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $1.48万 | 0.00% | 55 | 2 | 3.8% | $539 | 加仓 |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | $1.48万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST | $1.48万 | 0.00% | 583 | -2,160 | -78.7% | -$5.48万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1.48万 | 0.00% | 410 | 33 | 8.8% | $1,188 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $1.47万 | 0.00% | 624 | 25 | 4.2% | $591 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $1.47万 | 0.00% | 245 | 134 | 120.7% | $8,057 | 加仓 |
| — | FIRST TRUST WCM DEVELOPING WORLD EQUITY ETF | $1.47万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI IRELAND ETF | $1.47万 | 0.00% | 188 | -436 | -69.9% | -$3.41万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC COM | $1.46万 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| — | PACER AMERICAN ENERGY INFRASTRUCTURE ETF | $1.46万 | 0.00% | 320 | 200 | 166.7% | $9,099 | 加仓 |
| — | GDL FD COM SH BEN IT | $1.45万 | 0.00% | 1,717 | 0 | 0.0% | — | 不变 |
| — | FIDELITY BLUE CHIP VALUE ETF | $1.45万 | 0.00% | 365 | 1 | 0.3% | $40 | 加仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $1.45万 | 0.00% | 724 | -458 | -38.7% | -$9,187 | 减仓 |
| — | FIRST TRUST LUNT U.S. FACTOR ROTATION ETF | $1.45万 | 0.00% | 356 | 356 | — | $1.45万 | 新建仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $1.45万 | 0.00% | 393 | 0 | 0.0% | — | 不变 |
| — | SCILEX HOLDING CO COM NEW | $1.45万 | 0.00% | 1,853 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND | $1.44万 | 0.00% | 700 | 6 | 0.9% | $124 | 加仓 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF - APRIL | $1.44万 | 0.00% | 521 | 521 | — | $1.44万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $1.44万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC COM | $1.44万 | 0.00% | 122 | 122 | — | $1.44万 | 新建仓 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $1.44万 | 0.00% | 157 | 1 | 0.6% | $91 | 加仓 |
| — | EVENTIDE INTERNATIONAL ETF | $1.44万 | 0.00% | 482 | 350 | 265.2% | $1.04万 | 加仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF | $1.43万 | 0.00% | 490 | 490 | — | $1.43万 | 新建仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $1.41万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $1.41万 | 0.00% | 407 | -92 | -18.4% | -$3,182 | 减仓 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $1.41万 | 0.00% | 338 | 2 | 0.6% | $83 | 加仓 |
| IAK | ISHARES U.S. INSURANCE ETF | $1.41万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC COM | $1.40万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE MORTGAGE PLUS BOND FUND | $1.39万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC CL A | $1.39万 | 0.00% | 30 | 10 | 50.0% | $4,633 | 加仓 |
| STT | STATE STR CORP COM | $1.37万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X SOCIAL MEDIA ETF | $1.37万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - OCTOBER | $1.37万 | 0.00% | 492 | -379 | -43.5% | -$1.06万 | 减仓 |
| MKL | MARKEL GROUP INC COM | $1.37万 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC CL A NEW | $1.36万 | 0.00% | 157 | -722 | -82.1% | -$6.28万 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | $1.36万 | 0.00% | 897 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC COM | $1.36万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| PHYL | PGIM ACTIVE HIGH YIELD BOND ETF | $1.35万 | 0.00% | 387 | -208 | -35.0% | -$7,255 | 减仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $1.34万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| — | FIDELITY INTERNATIONAL MULTIFACTOR ETF | $1.33万 | 0.00% | 375 | -4 | -1.1% | -$142 | 减仓 |
| IALT | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | $1.32万 | 0.00% | 472 | 472 | — | $1.32万 | 新建仓 |
| TLTE | FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND | $1.32万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $1.31万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V COM | $1.30万 | 0.00% | 35 | 3 | 9.4% | $1,117 | 加仓 |
| CAG | CONAGRA BRANDS INC COM | $1.30万 | 0.00% | 962 | 1 | 0.1% | $13 | 加仓 |
| UFEB | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY | $1.29万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST GERMANY ALPHADEX FUND | $1.29万 | 0.00% | 203 | 3 | 1.5% | $190 | 加仓 |
| GGOV | ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF | $1.27万 | 0.00% | 253 | 253 | — | $1.27万 | 新建仓 |
| SHEL | SHELL PLC SPON ADS | $1.27万 | 0.00% | 164 | -101 | -38.1% | -$7,826 | 减仓 |
| NOK | NOKIA CORP SPONSORED ADR | $1.26万 | 0.00% | 952 | 815 | 594.9% | $1.08万 | 加仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $1.26万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP COM | $1.26万 | 0.00% | 93 | -30 | -24.4% | -$4,051 | 减仓 |
| — | HARTFORD EQUITY PREMIUM INCOME ETF | $1.25万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FLXS | FLEXSTEEL INDS INC COM | $1.25万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $1.25万 | 0.00% | 787 | 0 | 0.0% | — | 不变 |
| DEA | EASTERLY GOVT PPTYS INC COM SHS | $1.25万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC CL A | $1.24万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| WINN | HARBOR LONG-TERM GROWERS ETF | $1.24万 | 0.00% | 382 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.24万 | 0.00% | 27 | -4 | -12.9% | -$1,837 | 减仓 |
| CART | MAPLEBEAR INC COM | $1.24万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| — | T-REX 2X LONG NVIDIA DAILY TARGET ETF | $1.23万 | 0.00% | 722 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $1.22万 | 0.00% | 374 | 374 | — | $1.22万 | 新建仓 |
| OPFI | OPPFI INC COM CL A | $1.22万 | 0.00% | 1,230 | 0 | 0.0% | — | 不变 |
| CODI | COMPASS DIVERSIFIED SH BEN INT | $1.22万 | 0.00% | 1,144 | 0 | 0.0% | — | 不变 |
| JMOM | JPMORGAN U.S. MOMENTUM FACTOR ETF | $1.21万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $1.20万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| — | RAYLIANT NXTGEN MULTIFACTOR EMERGING MARKETS EQUITY ETF | $1.18万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM | $1.18万 | 0.00% | 150 | -104 | -40.9% | -$8,197 | 减仓 |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | $1.18万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $1.18万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP COM | $1.17万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| FMAR | FT VEST US EQUITY BUFFER ETF - MARCH | $1.17万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF | $1.16万 | 0.00% | 348 | -2,220 | -86.4% | -$7.41万 | 减仓 |
| RWR | SPDR DJ WILSHIRE REIT (ETF) | $1.15万 | 0.00% | 102 | 80 | 363.6% | $9,038 | 加仓 |
| SSUS | STRATEGY SHARES DAY HAGAN SMART SECTOR ETF | $1.15万 | 0.00% | 208 | 208 | — | $1.15万 | 新建仓 |
| BIDU | BAIDU INC SPON ADR REP A | $1.14万 | 0.00% | 100 | -100 | -50.0% | -$1.14万 | 减仓 |
| SII | SPROTT INC COM NEW | $1.14万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| TCBK | TRICO BANCSHARES COM | $1.14万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| — | STARFIGHTERS SPACE INC COMMON STOCK | $1.14万 | 0.00% | 2,135 | 2,135 | — | $1.14万 | 新建仓 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $1.12万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC SHS | $1.12万 | 0.00% | 110 | 5 | 4.8% | $511 | 加仓 |
| MVLL | GRANITESHARES 2X LONG MRVL DAILY ETF | $1.12万 | 0.00% | 195 | 195 | — | $1.12万 | 新建仓 |
| HL | HECLA MINING COMPANY COM | $1.12万 | 0.00% | 725 | 500 | 222.2% | $7,715 | 加仓 |
| RYN | RAYONIER INC COM | $1.12万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $1.10万 | 0.00% | 412 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC COM | $1.10万 | 0.00% | 120 | 1 | 0.8% | $92 | 加仓 |
| BCS | BARCLAYS PLC ADR | $1.10万 | 0.00% | 408 | -551 | -57.5% | -$1.48万 | 减仓 |
| — | HARTFORD ALPHA CAPTURE VALUE ETF | $1.09万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC COM | $1.09万 | 0.00% | 150 | 37 | 32.7% | $2,683 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1.09万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC COM | $1.07万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | MEDIFAST INC COM | $1.06万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $1.06万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP CL A | $1.05万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| HWKN | HAWKINS INC COM | $1.05万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |