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 |
|---|---|---|---|---|---|---|---|---|
| — | SWARMER INC COM SHS | $1.05万 | 0.00% | 237 | 237 | — | $1.05万 | 新建仓 |
| VRNS | VARONIS SYS INC COM | $1.05万 | 0.00% | 250 | 250 | — | $1.05万 | 新建仓 |
| CR | CRANE COMPANY COMMON STOCK | $1.05万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X SILVER MINERS ETF | $1.05万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $1.03万 | 0.00% | 297 | 47 | 18.8% | $1,636 | 加仓 |
| YUMC | YUM CHINA HLDGS INC COM | $1.03万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $1.03万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| — | GABELLI GLOBAL UTIL & INCOME COM SH BEN INT | $1.02万 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC CL A NEW | $1.02万 | 0.00% | 646 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $1.02万 | 0.00% | 1,836 | 61 | 3.4% | $338 | 加仓 |
| PCEF | INVESCO CEF INCOME COMPOSITE ETF | $1.02万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $1.01万 | 0.00% | 44 | 9 | 25.7% | $2,066 | 加仓 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $1.01万 | 0.00% | 50 | -50 | -50.0% | -$1.01万 | 减仓 |
| — | FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH | $1.01万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| LGOV | FIRST TRUST LONG DURATION OPPORTUNITIES ETF | $9,997 | 0.00% | 467 | 5 | 1.1% | $107 | 加仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $9,851 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | $9,833 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| GIGB | GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF | $9,825 | 0.00% | 214 | -180 | -45.7% | -$8,264 | 减仓 |
| OSCV | OPUS SMALL CAP VALUE ETF | $9,788 | 0.00% | 232 | -49 | -17.4% | -$2,067 | 减仓 |
| PPT | PUTNAM PREMIER INCOME TR SH BEN INT | $9,692 | 0.00% | 2,777 | 0 | 0.0% | — | 不变 |
| — | SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF | $9,687 | 0.00% | 193 | 68 | 54.4% | $3,413 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH | $9,658 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| OI | O-I GLASS INC COM | $9,630 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $9,612 | 0.00% | 188 | -314 | -62.5% | -$1.61万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $9,598 | 0.00% | 100 | -111 | -52.6% | -$1.07万 | 减仓 |
| — | EVENTIDE SMALL CAP ETF | $9,538 | 0.00% | 300 | 300 | — | $9,538 | 新建仓 |
| UFPI | UFP INDUSTRIES INC COM | $9,437 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $9,431 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | $9,363 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS COM | $9,317 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $9,278 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | GLADSTONE INVT CORP COM | $9,276 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $9,265 | 0.00% | 25 | 25 | — | $9,265 | 新建仓 |
| SEIC | SEI INVTS CO COM | $9,215 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $9,164 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $9,126 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC COM NEW | $9,089 | 0.00% | 207 | 133 | 179.7% | $5,840 | 加仓 |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | $9,051 | 0.00% | 92 | 92 | — | $9,051 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $9,037 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENERGY CORP COM | $8,971 | 0.00% | 388 | 388 | — | $8,971 | 新建仓 |
| BNY | BANK OF NY MELLON CORP COM | $8,966 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $8,947 | 0.00% | 1,156 | 0 | 0.0% | — | 不变 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $8,892 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC COM CL A | $8,886 | 0.00% | 100 | 100 | — | $8,886 | 新建仓 |
| PFFV | GLOBAL X VARIABLE RATE PREFERRED ETF | $8,854 | 0.00% | 402 | 4 | 1.0% | $88 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF | $8,830 | 0.00% | 223 | -45 | -16.8% | -$1,782 | 减仓 |
| CME | CME GROUP INC COM | $8,770 | 0.00% | 40 | -1 | -2.4% | -$219 | 减仓 |
| BWX | STATE STREET SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF | $8,737 | 0.00% | 403 | 403 | — | $8,737 | 新建仓 |
| CTBI | COMMUNITY TR BANCORP INC COM | $8,731 | 0.00% | 121 | 1 | 0.8% | $72 | 加仓 |
| — | NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | $8,681 | 0.00% | 405 | 308 | 317.5% | $6,602 | 加仓 |
| — | T-REX 2X LONG BITCOIN DAILY TARGET ETF | $8,655 | 0.00% | 813 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $8,607 | 0.00% | 188 | 2 | 1.1% | $92 | 加仓 |
| RAVI | FLEXSHARES ULTRA-SHORT INCOME FUND | $8,598 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $8,576 | 0.00% | 535 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $8,570 | 0.00% | 29 | 28 | 2,800.0% | $8,274 | 加仓 |
| AMLP | ALERIAN MLP ETF | $8,555 | 0.00% | 165 | 165 | — | $8,555 | 新建仓 |
| PDD | PDD HOLDINGS INC SPONSORED ADS | $8,543 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES 2X LONG META DAILY ETF | $8,538 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $8,474 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | TRADR 2X LONG WDC DAILY ETF | $8,452 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $8,437 | 0.00% | 176 | -964 | -84.6% | -$4.62万 | 减仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - SEPTEMBER | $8,371 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC COM | $8,344 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| ALOY | REALLOYS INC COM | $8,323 | 0.00% | 576 | 546 | 1,820.0% | $7,890 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $8,317 | 0.00% | 104 | 12 | 13.0% | $960 | 加仓 |
| TMP | TOMPKINS FINL CORP COM | $8,313 | 0.00% | 88 | 1 | 1.1% | $94 | 加仓 |
| DASH | DOORDASH INC CL A | $8,304 | 0.00% | 45 | -20 | -30.8% | -$3,691 | 减仓 |
| FJUL | FT VEST U.S. EQUITY BUFFER ETF - JULY | $8,276 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $8,265 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST ALERIAN US NEXTGEN INFRASTRUCTURE ETF | $8,213 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR SH BEN INT | $8,174 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $8,173 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO COM | $8,100 | 0.00% | 977 | 244 | 33.3% | $2,023 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $8,098 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| HYGV | FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | $8,092 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC COM | $8,072 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC COM NEW | $8,067 | 0.00% | 979 | -9 | -0.9% | -$74 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $8,048 | 0.00% | 145 | 90 | 163.6% | $4,995 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $8,014 | 0.00% | 719 | 719 | — | $8,014 | 新建仓 |
| XONE | BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF | $7,949 | 0.00% | 161 | 161 | — | $7,949 | 新建仓 |
| EMEQ | NOMURA ETF TRUST NOMURA FOCUSED EMERGING MARKETS EQUITY ETF | $7,942 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| YMM | FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | $7,860 | 0.00% | 968 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A | $7,841 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ENHANCED LOW DURATION ACTIVE ETF | $7,840 | 0.00% | 82 | 82 | — | $7,840 | 新建仓 |
| ALK | ALASKA AIR GROUP INC COM | $7,830 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| LTPZ | PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | $7,699 | 0.00% | 152 | -40 | -20.8% | -$2,026 | 重新持有 |
| FJUN | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $7,674 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES MORNINGSTAR U.S. EQUITY ETF | $7,670 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $7,597 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC COM | $7,569 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $7,531 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE PACIFIC ETF | $7,520 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $7,502 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| KRMN | KARMAN HLDGS INC COMMON STOCK | $7,488 | 0.00% | 150 | 150 | — | $7,488 | 新建仓 |
| CUBE | CUBESMART COM | $7,476 | 0.00% | 188 | 2 | 1.1% | $80 | 加仓 |
| OIH | VANECK OIL SERVICES ETF | $7,441 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $7,417 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $7,407 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $7,373 | 0.00% | 34 | 33 | 3,300.0% | $7,156 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $7,333 | 0.00% | 311 | 0 | 0.0% | — | 不变 |