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 |
|---|---|---|---|---|---|---|---|---|
| SRE | SEMPRA COM | $6,996 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | TCW CORPORATE BOND ETF | $6,930 | 0.00% | 151 | 151 | — | $6,930 | 新建仓 |
| TDTF | FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND | $6,920 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| TMP | TOMPKINS FINL CORP COM | $6,879 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART COM | $6,825 | 0.00% | 186 | 2 | 1.1% | $73 | 加仓 |
| SR | SPIRE INC COM | $6,791 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP COM CL A | $6,775 | 0.00% | 50 | 50 | — | $6,775 | 新建仓 |
| MP | MP MATERIALS CORP COM CL A | $6,756 | 0.00% | 140 | -300 | -68.2% | -$1.45万 | 减仓 |
| PTC | PTC INC COM | $6,697 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC SPONS ADR | $6,660 | 0.00% | 447 | 373 | 504.1% | $5,557 | 加仓 |
| MLRG | ISHARES MORNINGSTAR U.S. EQUITY ETF | $6,650 | 0.00% | 74 | -8 | -9.8% | -$719 | 减仓 |
| GGG | GRACO INC COM | $6,603 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| — | NUVEEN WINSLOW LARGE-CAP GROWTH ESG ETF | $6,587 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| AS | AMER SPORTS INC COM SHS | $6,584 | 0.00% | 200 | 200 | — | $6,584 | 新建仓 |
| GNTX | GENTEX CORP COM | $6,577 | 0.00% | 301 | -733 | -70.9% | -$1.60万 | 减仓 |
| TER | TERADYNE INC COM | $6,523 | 0.00% | 22 | 3 | 15.8% | $890 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $6,498 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC COM | $6,458 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC COM | $6,424 | 0.00% | 38 | 5 | 15.2% | $845 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $6,394 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE PACIFIC ETF | $6,352 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | MFS CHARTER INCOME TR SH BEN INT | $6,339 | 0.00% | 1,046 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $6,333 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $6,332 | 0.00% | 200 | 200 | — | $6,332 | 新建仓 |
| UL | UNILEVER PLC SPON ADR NEW | $6,324 | 0.00% | 111 | 65 | 141.3% | $3,703 | 加仓 |
| — | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND | $6,315 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| FEBT | ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF | $6,293 | 0.00% | 168 | 168 | — | $6,293 | 新建仓 |
| FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | $6,283 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHARES GOLD ENHANCED YIELD ETF | $6,275 | 0.00% | 213 | 3 | 1.4% | $88 | 加仓 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $6,271 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $6,259 | 0.00% | 80 | 80 | — | $6,259 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $6,252 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $6,209 | 0.00% | 67 | 67 | — | $6,209 | 新建仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $6,148 | 0.00% | 467 | 1 | 0.2% | $13 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $6,142 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| — | JFB CONSTR HLDGS CL A | $6,120 | 0.00% | 1,000 | 1,000 | — | $6,120 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD II COM | $6,098 | 0.00% | 885 | 0 | 0.0% | — | 不变 |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $6,063 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $6,063 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $6,046 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $6,026 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| — | CALAMOS NASDAQ - 100 STRUCTURED ALT PROTECTION ETF -JUNE | $5,997 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| KBE | STATE STREET SPDR S&P BANK ETF | $5,955 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SBND | COLUMBIA SHORT DURATION BOND ETF | $5,947 | 0.00% | 317 | 238 | 301.3% | $4,465 | 加仓 |
| CNM | CORE & MAIN INC CL A | $5,928 | 0.00% | 120 | 100 | 500.0% | $4,940 | 加仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER | $5,902 | 0.00% | 180 | 180 | — | $5,902 | 新建仓 |
| EWL | ISHARES MSCI SWITZERLAND ETF | $5,881 | 0.00% | 100 | 100 | — | $5,881 | 新建仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $5,790 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $5,788 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | CBRE GBL REAL ESTATE INC FD COM | $5,773 | 0.00% | 1,315 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM NEW | $5,772 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $5,751 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $5,738 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $5,729 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| CNXN | PC CONNECTION INC COM | $5,671 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $5,665 | 0.00% | 628 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $5,661 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| — | DIREXION DAILY AMZN BULL 2X ETF | $5,645 | 0.00% | 210 | 1 | 0.5% | $27 | 加仓 |
| — | PACER AMERICAN ENERGY INFRASTRUCTURE ETF | $5,639 | 0.00% | 120 | 75 | 166.7% | $3,524 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $5,637 | 0.00% | 238 | 7 | 3.0% | $166 | 加仓 |
| INGR | INGREDION INC COM | $5,633 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $5,610 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP COM | $5,534 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC CL A | $5,521 | 0.00% | 41 | -100 | -70.9% | -$1.35万 | 减仓 |
| ALK | ALASKA AIR GROUP INC COM | $5,517 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $5,511 | 0.00% | 163 | -16 | -8.9% | -$541 | 减仓 |
| AVAV | AEROVIRONMENT INC COM | $5,492 | 0.00% | 30 | 25 | 500.0% | $4,577 | 加仓 |
| — | TRADR 2X LONG WDC DAILY ETF | $5,440 | 0.00% | 200 | 200 | — | $5,440 | 新建仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $5,406 | 0.00% | 208 | -5 | -2.3% | -$130 | 减仓 |
| EFX | EQUIFAX INC COM | $5,402 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS COM | $5,274 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $5,211 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST SECURITIZED PLUS ETF | $5,205 | 0.00% | 244 | 244 | — | $5,205 | 新建仓 |
| TOST | TOAST INC CL A | $5,196 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $5,170 | 0.00% | 115 | 1 | 0.9% | $45 | 加仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $5,156 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND COM | $5,148 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $5,135 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | T-REX 2X LONG APPLE DAILY TARGET ETF | $5,129 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO COM | $5,094 | 0.00% | 733 | -11 | -1.5% | -$76 | 减仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $5,078 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $5,057 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | GLOBAL WTR RES INC COM | $5,055 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| TALV | TRANSAMERICA LARGE VALUE ACTIVE ETF | $5,019 | 0.00% | 200 | 200 | — | $5,019 | 新建仓 |
| APTV | APTIV PLC COM SHS | $5,000 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| SLAB | SILICON LABORATORIES INC COM | $4,996 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO BUILDING & CONSTRUCTION ETF | $4,976 | 0.00% | 51 | 51 | — | $4,976 | 新建仓 |
| EMEQ | NOMURA ETF TRUST NOMURA FOCUSED EMERGING MARKETS EQUITY ETF | $4,916 | 0.00% | 109 | 109 | — | $4,916 | 新建仓 |
| ONON | ON HLDG AG NAMEN AKT A | $4,899 | 0.00% | 144 | 5 | 3.6% | $170 | 加仓 |
| AON | AON PLC SHS CL A | $4,842 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC COM | $4,766 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $4,759 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC COM | $4,709 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $4,700 | 0.00% | 25 | 25 | — | $4,700 | 新建仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $4,689 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TRUST ENERGY ALPHADEX FUND | $4,689 | 0.00% | 209 | -1,141 | -84.5% | -$2.56万 | 重新持有 |
| HPK | HIGHPEAK ENERGY INC COM | $4,680 | 0.00% | 678 | 200 | 41.8% | $1,381 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $4,619 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP COM NEW | $4,606 | 0.00% | 194 | -129 | -39.9% | -$3,063 | 减仓 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $4,546 | 0.00% | 25 | 25 | — | $4,546 | 新建仓 |