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 |
|---|---|---|---|---|---|---|---|---|
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $7,326 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $7,247 | 0.00% | 290 | 252 | 663.2% | $6,297 | 加仓 |
| PBI | PITNEY BOWES INC COM | $7,219 | 0.00% | 412 | 2 | 0.5% | $35 | 加仓 |
| AXTI | AXT INC COM | $7,208 | 0.00% | 100 | 100 | — | $7,208 | 新建仓 |
| USFD | US FOODS HLDG CORP COM | $7,158 | 0.00% | 70 | -128 | -64.6% | -$1.31万 | 减仓 |
| RDDT | REDDIT INC CL A | $7,117 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC COM | $7,105 | 0.00% | 290 | 200 | 222.2% | $4,900 | 加仓 |
| — | CODA OCTOPUS GROUP INC COM NEW | $7,103 | 0.00% | 727 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $7,086 | 0.00% | 86 | -76 | -46.9% | -$6,262 | 减仓 |
| CNXN | PC CONNECTION INC COM | $7,080 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| AHRT | AH RLTY TR INC COM | $7,080 | 0.00% | 1,000 | 1,000 | — | $7,080 | 新建仓 |
| FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | $7,036 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - MARCH | $7,030 | 0.00% | 272 | -1,222 | -81.8% | -$3.16万 | 减仓 |
| — | DIREXION DAILY AMZN BULL 2X ETF | $7,017 | 0.00% | 211 | 1 | 0.5% | $33 | 加仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $7,011 | 0.00% | 223 | 1 | 0.5% | $31 | 加仓 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $6,998 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $6,978 | 0.00% | 467 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $6,964 | 0.00% | 75 | -74 | -49.7% | -$6,871 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $6,954 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $6,930 | 0.00% | 185 | 60 | 48.0% | $2,248 | 加仓 |
| FEBT | ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF | $6,912 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| TDTF | FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND | $6,822 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| KBE | STATE STREET SPDR S&P BANK ETF | $6,822 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | MICROSECTORS FANG 3 LEVERAGED ETNS | $6,813 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| AS | AMER SPORTS INC COM SHS | $6,768 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP COM | $6,768 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $6,768 | 0.00% | 275 | 260 | 1,733.3% | $6,399 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $6,749 | 0.00% | 27 | 1 | 3.8% | $250 | 加仓 |
| — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $6,738 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $6,724 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $6,705 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $6,657 | 0.00% | 75 | -18 | -19.4% | -$1,598 | 减仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $6,621 | 0.00% | 339 | 339 | — | $6,621 | 新建仓 |
| XPEV | XPENG INC ADS | $6,620 | 0.00% | 500 | -200 | -28.6% | -$2,648 | 减仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $6,594 | 0.00% | 336 | 336 | — | $6,594 | 新建仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $6,582 | 0.00% | 323 | 323 | — | $6,582 | 新建仓 |
| — | CALAMOS NASDAQ - 100 STRUCTURED ALT PROTECTION ETF -JUNE | $6,576 | 0.00% | 238 | 16 | 7.2% | $442 | 加仓 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $6,574 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $6,563 | 0.00% | 353 | 353 | — | $6,563 | 新建仓 |
| BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $6,550 | 0.00% | 394 | 394 | — | $6,550 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $6,533 | 0.00% | 83 | -19 | -18.6% | -$1,496 | 减仓 |
| — | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND | $6,515 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG NAMEN AKT | $6,482 | 0.00% | 192 | -227 | -54.2% | -$7,664 | 减仓 |
| ZTS | ZOETIS INC CL A | $6,480 | 0.00% | 90 | 17 | 23.3% | $1,224 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $6,397 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $6,392 | 0.00% | 772 | 0 | 0.0% | — | 不变 |
| — | TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 | $6,380 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | T-REX 2X LONG APPLE DAILY TARGET ETF | $6,375 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $6,346 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $6,333 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME STRATEGY FD II COM | $6,310 | 0.00% | 885 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC CL C CAP STK | $6,304 | 0.00% | 200 | -5 | -2.4% | -$158 | 减仓 |
| EWL | ISHARES MSCI SWITZERLAND ETF | $6,285 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC COM NEW | $6,252 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER | $6,228 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP COM | $6,216 | 0.00% | 246 | -55 | -18.3% | -$1,390 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $6,207 | 0.00% | 101 | 101 | — | $6,207 | 新建仓 |
| NI | NISOURCE INC COM | $6,182 | 0.00% | 130 | -150 | -53.6% | -$7,133 | 减仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME SH BEN INT | $6,134 | 0.00% | 1,394 | 1,394 | — | $6,134 | 新建仓 |
| — | FT VEST LADDERED AUTOCALLABLE BARRIER & RESILIENT INCOME ETF | $6,080 | 0.00% | 296 | 296 | — | $6,080 | 新建仓 |
| — | CBRE GBL REAL ESTATE INC FD COM | $6,062 | 0.00% | 1,315 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR SH BEN INT | $5,953 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $5,936 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS COM | $5,918 | 0.00% | 71 | 1 | 1.4% | $83 | 加仓 |
| DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $5,899 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC COM | $5,898 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $5,880 | 0.00% | 1,000 | 1,000 | — | $5,880 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $5,865 | 0.00% | 141 | -48 | -25.4% | -$1,997 | 减仓 |
| BF/B | BROWN FORMAN CORP CL B | $5,863 | 0.00% | 220 | 220 | — | $5,863 | 新建仓 |
| FAST | FASTENAL CO COM | $5,860 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC COM | $5,857 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $5,825 | 0.00% | 246 | 8 | 3.4% | $189 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $5,808 | 0.00% | 589 | -39 | -6.2% | -$385 | 减仓 |
| TER | TERADYNE INC COM | $5,806 | 0.00% | 12 | -10 | -45.5% | -$4,838 | 减仓 |
| PTC | PTC INC COM | $5,794 | 0.00% | 51 | 4 | 8.5% | $454 | 加仓 |
| CNM | CORE & MAIN INC CL A | $5,790 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $5,780 | 0.00% | 170 | 67 | 65.0% | $2,278 | 加仓 |
| PKB | INVESCO BUILDING & CONSTRUCTION ETF | $5,715 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $5,709 | 0.00% | 74 | -41 | -35.7% | -$3,163 | 减仓 |
| DXCM | DEXCOM INC COM | $5,657 | 0.00% | 84 | 34 | 68.0% | $2,290 | 加仓 |
| XYZ | BLOCK INC CL A | $5,624 | 0.00% | 74 | -1 | -1.3% | -$76 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC COM | $5,594 | 0.00% | 163 | 163 | — | $5,594 | 新建仓 |
| TALV | TRANSAMERICA LARGE VALUE ACTIVE ETF | $5,503 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $5,464 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHARES GOLD ENHANCED YIELD ETF | $5,427 | 0.00% | 216 | 3 | 1.4% | $75 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $5,408 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC COM | $5,389 | 0.00% | 10 | 10 | — | $5,389 | 新建仓 |
| UVE | UNIVERSAL INS HLDGS INC COM | $5,377 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $5,346 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $5,308 | 0.00% | 67 | 62 | 1,240.0% | $4,912 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION COM PAR $0.01 | $5,282 | 0.00% | 27 | 27 | — | $5,282 | 新建仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $5,272 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| SLAB | SILICON LABORATORIES INC COM | $5,245 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST SECURITIZED PLUS ETF | $5,217 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $5,209 | 0.00% | 61 | -191 | -75.8% | -$1.63万 | 减仓 |
| DNL | WISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUND | $5,172 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC COM | $5,149 | 0.00% | 33 | -5 | -13.2% | -$780 | 减仓 |
| IX | ORIX CORP SPONSORED ADR | $5,135 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $5,085 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC COM | $5,036 | 0.00% | 6 | 0 | 0.0% | — | 不变 |