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 |
|---|---|---|---|---|---|---|---|---|
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $5,015 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| XHLF | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | $4,980 | 0.00% | 99 | 99 | — | $4,980 | 新建仓 |
| LONZ | PIMCO SENIOR LOAN ACTIVE EXCHANGE-TRADED FUND | $4,980 | 0.00% | 101 | 101 | — | $4,980 | 新建仓 |
| AON | AON PLC SHS CL A | $4,975 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $4,950 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP COM | $4,945 | 0.00% | 294 | 294 | — | $4,945 | 新建仓 |
| ONON | ON HLDG AG NAMEN AKT A | $4,923 | 0.00% | 139 | -5 | -3.5% | -$177 | 减仓 |
| WCC | WESCO INTL INC COM | $4,836 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | GLOBAL WTR RES INC COM | $4,822 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| — | JFB CONSTR HLDGS CL A | $4,810 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FRMI | FERMI INC COM | $4,809 | 0.00% | 525 | 25 | 5.0% | $229 | 加仓 |
| NIO | NIO INC SPON ADS | $4,807 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC COM | $4,762 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $4,759 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC COM | $4,758 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $4,758 | 0.00% | 87 | 11 | 14.5% | $602 | 加仓 |
| HPK | HIGHPEAK ENERGY INC COM | $4,741 | 0.00% | 678 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $4,736 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $4,736 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | ISHARES SELF-DRIVING EV & TECH ETF | $4,724 | 0.00% | 124 | 124 | — | $4,724 | 新建仓 |
| ROST | ROSS STORES INC COM | $4,683 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | INVESCO BLOOMBERG PRICING POWER ETF | $4,619 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC COM | $4,614 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC CL A | $4,590 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF | $4,567 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $4,565 | 0.00% | 107 | -42 | -28.2% | -$1,792 | 减仓 |
| HSIC | SCHEIN HENRY INC COM | $4,510 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | $4,498 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| — | INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF | $4,482 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $4,480 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VRRM | VERRA MOBILITY CORP CL A COM STK | $4,471 | 0.00% | 1,052 | -1,666 | -61.3% | -$7,080 | 减仓 |
| — | HARTFORD MULTIFACTOR SMALL CAP ETF | $4,464 | 0.00% | 80 | 1 | 1.3% | $56 | 加仓 |
| HPQ | HP INC COM | $4,454 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| RUM | RUM GROUP INC COM CL A | $4,438 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC COM SHS | $4,419 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC COM | $4,384 | 0.00% | 66 | 66 | — | $4,384 | 新建仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $4,364 | 0.00% | 53 | 18 | 51.4% | $1,482 | 加仓 |
| PNQI | INVESCO NASDAQ INTERNET ETF | $4,330 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP COM | $4,312 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $4,304 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERSONAL CARE CO COM | $4,298 | 0.00% | 160 | 160 | — | $4,298 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $4,296 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $4,230 | 0.00% | 50 | 28 | 127.3% | $2,369 | 加仓 |
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | $4,225 | 0.00% | 103 | 2 | 2.0% | $82 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $4,171 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC COM | $4,161 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND | $4,156 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $4,147 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC COM | $4,076 | 0.00% | 79 | -4 | -4.8% | -$206 | 减仓 |
| SON | SONOCO PRODS CO COM | $4,058 | 0.00% | 72 | 1 | 1.4% | $56 | 加仓 |
| — | COLUMBIA SELECT TECHNOLOGY ETF | $4,058 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT | $4,047 | 0.00% | 342 | 7 | 2.1% | $83 | 加仓 |
| LNT | ALLIANT ENERGY CORP COM | $4,044 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC COM | $4,032 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC COM | $4,025 | 0.00% | 307 | 307 | — | $4,025 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $3,996 | 0.00% | 62 | -62 | -50.0% | -$3,996 | 减仓 |
| TDG | TRANSDIGM GROUP INC COM | $3,996 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $3,984 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X MLP ETF | $3,981 | 0.00% | 75 | -6 | -7.4% | -$318 | 减仓 |
| BRO | BROWN & BROWN INC COM | $3,977 | 0.00% | 62 | 52 | 520.0% | $3,336 | 加仓 |
| DECK | DECKERS OUTDOOR CORP COM | $3,972 | 0.00% | 40 | 40 | — | $3,972 | 新建仓 |
| POR | PORTLAND GEN ELEC CO COM NEW | $3,968 | 0.00% | 77 | 1 | 1.3% | $52 | 加仓 |
| HEI | HEICO CORP NEW COM | $3,930 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| REET | ISHARES GLOBAL REIT ETF | $3,922 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| — | REDFIN CORP 0.5 04/01/2027 | $3,879 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| DUSA | DAVIS SELECT U.S. EQUITY ETF | $3,876 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| — | CAPITAL GROUP U.S. LARGE GROWTH ETF | $3,870 | 0.00% | 135 | 20 | 17.4% | $573 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $3,870 | 0.00% | 131 | 15 | 12.9% | $443 | 加仓 |
| SMIN | ISHARES MSCI INDIA SMALL CAP ETF | $3,867 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE U.S. HIGH DIVIDEND FUND | $3,865 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | T-REX 2X LONG MICROSOFT DAILY TARGET ETF | $3,858 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $3,857 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | ANFIELD DYNAMIC FIXED INCOME ETF | $3,837 | 0.00% | 452 | 0 | 0.0% | — | 不变 |
| — | LEVERAGE SHARES 2X LONG AVGO DAILY ETF | $3,826 | 0.00% | 140 | 140 | — | $3,826 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF | $3,809 | 0.00% | 97 | -22 | -18.5% | -$864 | 减仓 |
| IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $3,808 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC COM | $3,806 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X CONSCIOUS COMPANIES ETF | $3,759 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - FEBRUARY | $3,740 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC COM | $3,714 | 0.00% | 24 | -889 | -97.4% | -$13.76万 | 减仓 |
| ARGX | ARGENX SE SPONSORED ADR | $3,711 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL COM | $3,673 | 0.00% | 106 | 106 | — | $3,673 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $3,671 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| KEX | KIRBY CORP COM | $3,671 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE INDIA EARNINGS FUND | $3,652 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP COM | $3,632 | 0.00% | 70 | 70 | — | $3,632 | 新建仓 |
| ALC | ALCON AG ORD SHS | $3,623 | 0.00% | 54 | 26 | 92.9% | $1,744 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $3,608 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| GSEP | FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER | $3,604 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP COM | $3,544 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC COM | $3,531 | 0.00% | 105 | 1 | 1.0% | $34 | 加仓 |
| ATR | APTARGROUP INC COM | $3,506 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | PACER INDUSTRIAL REAL ESTATE ETF | $3,504 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| FER | FERROVIAL NV ORD SHS | $3,499 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $3,496 | 0.00% | 69 | 69 | — | $3,496 | 新建仓 |
| — | INVESCO INDIA ETF | $3,486 | 0.00% | 174 | 5 | 3.0% | $100 | 加仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $3,442 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC COM | $3,430 | 0.00% | 160 | 160 | — | $3,430 | 新建仓 |
| — | REGENTS PARK HEDGED MARKET STRATEGY ETF | $3,409 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $3,384 | 0.00% | 53 | 53 | — | $3,384 | 新建仓 |