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 |
|---|---|---|---|---|---|---|---|---|
| EIPX | FT ENERGY INCOME PARTNERS STRATEGY ETF | $1,769 | 0.00% | 55 | 55 | — | $1,769 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $1,762 | 0.00% | 19 | 14 | 280.0% | $1,298 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $1,755 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X HYDROGEN ETF | $1,739 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| WAFD | WAFD INC COM | $1,727 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $1,715 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP COM | $1,666 | 0.00% | 24 | 19 | 380.0% | $1,319 | 加仓 |
| OVV | OVINTIV INC COM | $1,662 | 0.00% | 28 | 23 | 460.0% | $1,365 | 加仓 |
| — | GLOBAL X RENEWABLE ENERGY PRODUCERS ETF | $1,661 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $1,660 | 0.00% | 22 | -29 | -56.9% | -$2,188 | 减仓 |
| CFR | CULLEN FROST BANKERS INC COM | $1,645 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC COM | $1,627 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P KENSHO CLEAN POWER ETF | $1,626 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF | $1,607 | 0.00% | 20 | -523 | -96.3% | -$4.20万 | 减仓 |
| EWZ | ISHARES MSCI BRAZIL ETF | $1,598 | 0.00% | 42 | 1 | 2.4% | $38 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $1,592 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | CORE SCIENTIFIC INC NEW WT EXP 012329 | $1,575 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP COM | $1,573 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RWX | SPDR DJ WILSHIRE INTL REAL EST | $1,571 | 0.00% | 59 | -3 | -4.8% | -$80 | 减仓 |
| NAK | NORTHERN DYNASTY MINERALS LTD COM NEW | $1,540 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| — | HUYA INC ADS REP SHS A | $1,519 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $1,511 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC CL A | $1,463 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC ORD SHS | $1,462 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ACM | AECOM COM | $1,442 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SPEU | STATE STREET SPDR PORTFOLIO EUROPE ETF | $1,435 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $1,429 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC CL A | $1,409 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR COM | $1,405 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $1,403 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT COM NEW | $1,400 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $1,399 | 0.00% | 62 | 46 | 287.5% | $1,038 | 加仓 |
| AM | ANTERO MIDSTREAM CORP COM | $1,345 | 0.00% | 59 | 59 | — | $1,345 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $1,343 | 0.00% | 28 | 28 | — | $1,343 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $1,339 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP COM STK | $1,337 | 0.00% | 33 | 33 | — | $1,337 | 新建仓 |
| PCVX | VAXCYTE INC COM | $1,337 | 0.00% | 23 | 23 | — | $1,337 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $1,332 | 0.00% | 6 | 6 | — | $1,332 | 新建仓 |
| CGNX | COGNEX CORP COM | $1,323 | 0.00% | 27 | 27 | — | $1,323 | 新建仓 |
| ATI | ATI INC COM | $1,309 | 0.00% | 9 | 9 | — | $1,309 | 新建仓 |
| TTC | TORO CO COM | $1,308 | 0.00% | 14 | 14 | — | $1,308 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD SHS | $1,302 | 0.00% | 47 | 47 | — | $1,302 | 新建仓 |
| GMED | GLOBUS MED INC CL A | $1,292 | 0.00% | 15 | 15 | — | $1,292 | 新建仓 |
| ARW | ARROW ELECTRS INC COM | $1,291 | 0.00% | 9 | 9 | — | $1,291 | 新建仓 |
| — | HOLOGIC INC COM | $1,285 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP COM NEW | $1,281 | 0.00% | 10 | 10 | — | $1,281 | 新建仓 |
| ASIX | ADVANSIX INC COM | $1,269 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC COM | $1,264 | 0.00% | 13 | 13 | — | $1,264 | 新建仓 |
| — | LIBERTY BROADBAND CORP COM SER A | $1,256 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC COM | $1,253 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. COM | $1,251 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $1,235 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $1,230 | 0.00% | 7 | 4 | 133.3% | $703 | 加仓 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF | $1,221 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $1,219 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $1,217 | 0.00% | 81 | 16 | 24.6% | $240 | 加仓 |
| CAVA | CAVA GROUP INC COM | $1,214 | 0.00% | 15 | 15 | — | $1,214 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC COM | $1,214 | 0.00% | 16 | 16 | — | $1,214 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $1,210 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TILT | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | $1,207 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL COM | $1,204 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC COM | $1,201 | 0.00% | 13 | 2 | 18.2% | $185 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $1,186 | 0.00% | 2 | 2 | — | $1,186 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $1,182 | 0.00% | 3 | 3 | — | $1,182 | 新建仓 |
| — | FRANKLIN RESPONSIBLY SOURCED GOLD ETF | $1,181 | 0.00% | 19 | 19 | — | $1,181 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD COM CL C | $1,173 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $1,161 | 0.00% | 4 | 4 | — | $1,161 | 新建仓 |
| CIFR | CIPHER DIGITAL INC COM | $1,158 | 0.00% | 90 | 30 | 50.0% | $386 | 加仓 |
| QJUN | FT VEST NASDAQ-100 BUFFER ETF - JUNE | $1,156 | 0.00% | 37 | -10,473 | -99.6% | -$32.72万 | 减仓 |
| BCE | BCE INC COM NEW | $1,156 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| — | SURF AIR MOBILITY INC COM NEW | $1,150 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $1,149 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $1,143 | 0.00% | 7 | -2 | -22.2% | -$327 | 减仓 |
| MTDR | MATADOR RES CO COM | $1,137 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $1,132 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PRGS | PROGRESS SOFTWARE CORP COM | $1,129 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| CALX | CALIX INC COM | $1,127 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION COM | $1,124 | 0.00% | 6 | 6 | — | $1,124 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP COMMON STOCK | $1,121 | 0.00% | 637 | 0 | 0.0% | — | 不变 |
| FRPT | FRESHPET INC COM | $1,120 | 0.00% | 19 | 19 | — | $1,120 | 新建仓 |
| GH | GUARDANT HEALTH INC COM | $1,108 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CORZW | CORE SCIENTIFIC INC NEW WT EXP 012327 | $1,101 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $1,101 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| LMAT | LEMAITRE VASCULAR INC COM | $1,092 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC COM | $1,086 | 0.00% | 2 | 2 | — | $1,086 | 新建仓 |
| BLKB | BLACKBAUD INC COM | $1,081 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP COM NEW | $1,081 | 0.00% | 114 | 114 | — | $1,081 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC COM | $1,080 | 0.00% | 14 | 5 | 55.6% | $386 | 加仓 |
| — | KOSS CORP COM | $1,074 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| POLE | ANDRETTI ACQUISITION CORP II ORD SHS CL A | $1,065 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $1,052 | 0.00% | 11 | 1 | 10.0% | $96 | 加仓 |
| WLK | WESTLAKE CORPORATION COM | $1,051 | 0.00% | 9 | 9 | — | $1,051 | 新建仓 |
| FMC | FMC CORP COM NEW | $1,050 | 0.00% | 61 | 10 | 19.6% | $172 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $1,029 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC COM | $1,029 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY COM | $1,024 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $1,012 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RSPG | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | $999 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC COM | $991 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SRRK | SCHOLAR ROCK HLDG CORP COM | $983 | 0.00% | 20 | 0 | 0.0% | — | 不变 |