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 |
|---|---|---|---|---|---|---|---|---|
| — | VICTORYSHARES US SMALL CAP HIGH DIVIDEND VOLATILITY WTD ETF | $3,088 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | REGENTS PARK HEDGED MARKET STRATEGY ETF | $3,073 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| — | NUVEEN ESG 1-5 YEAR U.S. AGGREGATE BOND ETF | $3,053 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW COM | $3,053 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC ORD | $3,048 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW COM | $3,025 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES GLOBAL FINANCIALS ETF | $2,945 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE SPONSORED ADR | $2,921 | 0.00% | 4 | -1 | -20.0% | -$730 | 减仓 |
| FRMI | FERMI INC COM | $2,920 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | CAPITAL GROUP U.S. LARGE GROWTH ETF | $2,916 | 0.00% | 115 | 12 | 11.7% | $304 | 加仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $2,904 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| LOWV | AB US LOW VOLATILITY EQUITY ETF | $2,901 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | US GOLDMINING INC COM | $2,896 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA SELECT TECHNOLOGY ETF | $2,887 | 0.00% | 100 | 100 | — | $2,887 | 新建仓 |
| FDD | FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND | $2,885 | 0.00% | 162 | 162 | — | $2,885 | 新建仓 |
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $2,875 | 0.00% | 52 | -14 | -21.2% | -$774 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $2,852 | 0.00% | 70 | 1 | 1.4% | $41 | 加仓 |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | $2,842 | 0.00% | 57 | -1,340 | -95.9% | -$6.68万 | 减仓 |
| USVM | VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF | $2,840 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC COM | $2,821 | 0.00% | 13 | -1 | -7.1% | -$217 | 减仓 |
| SE | SEA LTD SPONSORD ADS | $2,816 | 0.00% | 34 | -40 | -54.1% | -$3,313 | 减仓 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $2,769 | 0.00% | 49 | 40 | 444.4% | $2,260 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $2,752 | 0.00% | 68 | -23 | -25.3% | -$931 | 减仓 |
| DT | DYNATRACE INC COM NEW | $2,737 | 0.00% | 74 | 5 | 7.2% | $185 | 加仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $2,721 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW COM | $2,702 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $2,677 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COMPANIES INC COMMON STOCK | $2,658 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $2,641 | 0.00% | 50 | -22 | -30.6% | -$1,162 | 减仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC COM | $2,640 | 0.00% | 71 | 1 | 1.4% | $37 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $2,636 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| E | ENI SPA SPONSORED ADR | $2,604 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $2,602 | 0.00% | 15 | -8 | -34.8% | -$1,388 | 减仓 |
| ANGX | ANGEL STUDIOS INC CL A COM | $2,577 | 0.00% | 845 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC COM | $2,554 | 0.00% | 60 | 18 | 42.9% | $766 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $2,531 | 0.00% | 106 | -47 | -30.7% | -$1,122 | 减仓 |
| TSLL | DIREXION DAILY TSLA BULL 2X ETF | $2,530 | 0.00% | 208 | 2 | 1.0% | $24 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $2,522 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP COM | $2,504 | 0.00% | 59 | 33 | 126.9% | $1,401 | 加仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $2,493 | 0.00% | 54 | -1,325 | -96.1% | -$6.12万 | 减仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $2,490 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $2,490 | 0.00% | 35 | 25 | 250.0% | $1,779 | 加仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $2,480 | 0.00% | 189 | 33 | 21.2% | $433 | 加仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $2,449 | 0.00% | 52 | -21 | -28.8% | -$989 | 减仓 |
| MOS | MOSAIC CO COM | $2,448 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC COM | $2,444 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $2,402 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC CLASS A | $2,388 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VRIG | INVESCO VARIABLE RATE INVESTMENT GRADE ETF | $2,378 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V COM | $2,362 | 0.00% | 12 | -11 | -47.8% | -$2,165 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $2,327 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SVAL | ISHARES US SMALL CAP VALUE FACTOR ETF | $2,264 | 0.00% | 63 | -33 | -34.4% | -$1,186 | 减仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $2,260 | 0.00% | 71 | 71 | — | $2,260 | 新建仓 |
| — | COTERRA ENERGY INC COM | $2,249 | 0.00% | 64 | 64 | — | $2,249 | 新建仓 |
| IDLV | INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF | $2,248 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| MISL | FIRST TRUST INDXX AEROSPACE & DEFENSE ETF | $2,236 | 0.00% | 50 | 50 | — | $2,236 | 新建仓 |
| AVMV | AVANTIS U.S. MID CAP VALUE ETF | $2,225 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $2,223 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RWR | SPDR DJ WILSHIRE REIT (ETF) | $2,221 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF-FEBRUARY | $2,218 | 0.00% | 100 | 100 | — | $2,218 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $2,211 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP COM | $2,183 | 0.00% | 235 | 26 | 12.4% | $242 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $2,177 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD COM | $2,171 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD SHS | $2,154 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC COM | $2,153 | 0.00% | 204 | 4 | 2.0% | $42 | 加仓 |
| LW | LAMB WESTON HLDGS INC COM | $2,152 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $2,150 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC COM NEW | $2,120 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG ORD SHS | $2,110 | 0.00% | 28 | -11 | -28.2% | -$829 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $2,110 | 0.00% | 77 | 24 | 45.3% | $658 | 加仓 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $2,105 | 0.00% | 29 | 29 | — | $2,105 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $2,101 | 0.00% | 29 | 24 | 480.0% | $1,739 | 加仓 |
| — | GLOBAL X CLIMATETECH ETF | $2,100 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $2,084 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| — | NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | $2,054 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $2,041 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $2,029 | 0.00% | 26 | -961 | -97.4% | -$7.50万 | 减仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $2,020 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $2,001 | 0.00% | 25 | -280 | -91.8% | -$2.24万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC COM NEW | $1,997 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC COM | $1,970 | 0.00% | 6 | 3 | 100.0% | $985 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $1,938 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $1,927 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA COM SHS | $1,908 | 0.00% | 15 | 10 | 200.0% | $1,272 | 加仓 |
| EIX | EDISON INTL COM | $1,903 | 0.00% | 26 | 3 | 13.0% | $220 | 加仓 |
| AEG | AEGON LTD AMER REG 1 CERT | $1,895 | 0.00% | 261 | 216 | 480.0% | $1,568 | 加仓 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $1,881 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC COM | $1,843 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC COM NEW | $1,837 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CBLL | CERIBELL INC COM | $1,833 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | PDS BIOTECHNOLOGY CORP COM | $1,815 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $1,811 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| M | MACYS INC COM | $1,809 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND | $1,808 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV ORD SHARES | $1,802 | 0.00% | 45 | 20 | 80.0% | $801 | 加仓 |
| BWA | BORGWARNER INC COM | $1,791 | 0.00% | 33 | 33 | — | $1,791 | 新建仓 |
| RELX | RELX PLC SPONSORED ADR | $1,790 | 0.00% | 54 | 3 | 5.9% | $99 | 加仓 |
| DCI | DONALDSON INC COM | $1,782 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BETR | BETTER HOME & FINANCE HOLDING COM NEW CL A | $1,781 | 0.00% | 50 | 0 | 0.0% | — | 不变 |