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 |
|---|---|---|---|---|---|---|---|---|
| PBI | PITNEY BOWES INC COM | $4,526 | 0.00% | 410 | 4 | 1.0% | $44 | 加仓 |
| DNL | WISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUND | $4,521 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $4,519 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC CL A | $4,514 | 0.00% | 75 | 22 | 41.5% | $1,324 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $4,497 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $4,484 | 0.00% | 27 | 7 | 35.0% | $1,163 | 加仓 |
| — | INVESCO BLOOMBERG PRICING POWER ETF | $4,479 | 0.00% | 52 | -7 | -11.9% | -$603 | 减仓 |
| UVE | UNIVERSAL INS HLDGS INC COM | $4,441 | 0.00% | 130 | 130 | — | $4,441 | 新建仓 |
| TDW | TIDEWATER INC NEW COM | $4,428 | 0.00% | 53 | 3 | 6.0% | $251 | 加仓 |
| CGHM | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | $4,406 | 0.00% | 174 | -1,667 | -90.5% | -$4.22万 | 减仓 |
| MLPA | GLOBAL X MLP ETF | $4,363 | 0.00% | 81 | -25 | -23.6% | -$1,347 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $4,331 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $4,305 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| FSLY | FASTLY INC CL A | $4,272 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $4,269 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC CL A | $4,252 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO NASDAQ INTERNET ETF | $4,249 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF | $4,230 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC COM | $4,223 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY COM | $4,192 | 0.00% | 225 | 225 | — | $4,192 | 新建仓 |
| — | KRANESHARES KWEB COVERED CALL STRATEGY ETF | $4,189 | 0.00% | 163 | -158 | -49.2% | -$4,061 | 减仓 |
| ULTA | ULTA BEAUTY INC COM | $4,182 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND | $4,173 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| — | MICROSECTORS FANG 3 LEVERAGED ETNS | $4,142 | 0.00% | 265 | -80 | -23.2% | -$1,250 | 减仓 |
| — | THOMSON REUTERS CORP COM | $4,139 | 0.00% | 46 | 6 | 15.0% | $540 | 加仓 |
| PUK | PRUDENTIAL PLC ADR | $4,122 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC COM | $4,101 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $4,087 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF | $4,081 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC COM | $4,073 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP SPONSORED ADR | $4,049 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $4,030 | 0.00% | 772 | 0 | 0.0% | — | 不变 |
| — | T-REX 2X LONG MICROSOFT DAILY TARGET ETF | $4,008 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO COM NEW | $4,000 | 0.00% | 76 | 1 | 1.3% | $53 | 加仓 |
| HSIC | SCHEIN HENRY INC COM | $3,980 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $3,976 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $3,971 | 0.00% | 19 | -37 | -66.1% | -$7,733 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $3,959 | 0.00% | 11 | -10 | -47.6% | -$3,599 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $3,956 | 0.00% | 351 | 170 | 93.9% | $1,916 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $3,953 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | DATAVAULT AI INC COM SHS | $3,952 | 0.00% | 6,391 | 0 | 0.0% | — | 不变 |
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | $3,951 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $3,946 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | ATLAS LITHIUM CORP COM NEW | $3,915 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $3,900 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $3,865 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO COM | $3,853 | 0.00% | 71 | -9 | -11.2% | -$488 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $3,839 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| — | HARTFORD MULTIFACTOR SMALL CAP ETF | $3,839 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| — | ANFIELD DYNAMIC FIXED INCOME ETF | $3,837 | 0.00% | 452 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC COM | $3,831 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | REDFIN CORP 0.5 04/01/2027 | $3,822 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC COM | $3,791 | 0.00% | 28 | -1 | -3.4% | -$135 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $3,778 | 0.00% | 53 | -33 | -38.4% | -$2,352 | 减仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $3,761 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE U.S. HIGH DIVIDEND FUND | $3,713 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT | $3,702 | 0.00% | 335 | -670 | -66.7% | -$7,404 | 减仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JANUARY | $3,678 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| — | INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF | $3,675 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $3,644 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO KBW BANK ETF | $3,640 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $3,628 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC COM CL A | $3,619 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP COM | $3,601 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| KEX | KIRBY CORP COM | $3,588 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| REET | ISHARES GLOBAL REIT ETF | $3,571 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| RUM | RUMBLE INC COM CL A | $3,570 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| JBSS | SANFILIPPO JOHN B & SON INC COM | $3,570 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC COM | $3,529 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - FEBRUARY | $3,521 | 0.00% | 100 | 100 | — | $3,521 | 新建仓 |
| DRS | LEONARDO DRS INC COM | $3,517 | 0.00% | 79 | 29 | 58.0% | $1,291 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $3,514 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DUSA | DAVIS SELECT U.S. EQUITY ETF | $3,501 | 0.00% | 69 | 69 | — | $3,501 | 新建仓 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $3,483 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC COM | $3,477 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | INVESCO INDIA ETF | $3,465 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $3,461 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $3,456 | 0.00% | 76 | 2 | 2.7% | $91 | 加仓 |
| GATX | GATX CORP COM | $3,415 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC COM | $3,410 | 0.00% | 104 | 1 | 1.0% | $33 | 加仓 |
| — | FT VEST U.S. EQUITY QUARTERLY DYNAMIC BUFFER ETF | $3,380 | 0.00% | 100 | 100 | — | $3,380 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $3,368 | 0.00% | 44 | 33 | 300.0% | $2,526 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $3,358 | 0.00% | 55 | 23 | 71.9% | $1,404 | 加仓 |
| GSEP | FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER | $3,354 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| — | EVENTIDE INTERNATIONAL ETF | $3,330 | 0.00% | 132 | 132 | — | $3,330 | 新建仓 |
| — | GLOBAL X CONSCIOUS COMPANIES ETF | $3,324 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $3,322 | 0.00% | 7 | 6 | 600.0% | $2,847 | 重新持有 |
| — | ISHARES GLOBAL TIMBER & FORESTRY ETF | $3,320 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FER | FERROVIAL SE ORD SHS | $3,318 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $3,297 | 0.00% | 103 | -25 | -19.5% | -$800 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $3,280 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SMIN | ISHARES MSCI INDIA SMALL CAP ETF | $3,278 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN FTSE CHINA ETF | $3,269 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC COM | $3,217 | 0.00% | 10 | 4 | 66.7% | $1,287 | 加仓 |
| — | PACER INDUSTRIAL REAL ESTATE ETF | $3,199 | 0.00% | 87 | -963 | -91.7% | -$3.54万 | 减仓 |
| IMFL | INVESCO INTERNATIONAL DEVELOPED DYNAMIC MULTIFACTOR ETF | $3,196 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC COM | $3,140 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC COM | $3,131 | 0.00% | 126 | 30 | 31.2% | $745 | 加仓 |
| TRP | TC ENERGY CORP COM | $3,130 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $3,093 | 0.00% | 392 | 0 | 0.0% | — | 不变 |