13F 机构持仓

CREATIVE FINANCIAL DESIGNS INC /ADV

KOKOMO IN · SEC CIK 0000819864

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$21.00亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTV 4.6%
BKIE 2.4%
VGIT 2.2%
ELCV 1.9%
AAPL 1.7%
LLY 1.7%
PTL 1.6%
GARP 1.6%
AMZN 1.5%
BIBL 1.4%

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
NXPI NXP SEMICONDUCTORS N V COM $3,3720.00%12 00.0% — 不变
DRS LEONARDO DRS INC COM $3,3710.00%79 00.0% — 不变
BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF $3,3510.00%150 00.0% — 不变
MTCH MATCH GROUP INC NEW COM $3,3480.00%88 00.0% — 不变
TDW TIDEWATER INC NEW COM $3,3320.00%50 -3-5.7% -$200 减仓
BTC GRAYSCALE BITCOIN MINI TRUST ETF $3,3220.00%128 00.0% — 不变
— ATLAS LITHIUM CORP COM NEW $3,3210.00%900 00.0% — 不变
HYLN HYLIION HOLDINGS CORP COMMON STOCK $3,3190.00%637 00.0% — 不变
TRP TC ENERGY CORP COM $3,3150.00%50 00.0% — 不变
ACHR ARCHER AVIATION INC COM CL A $3,3110.00%700 00.0% — 不变
— DIMENSIONAL US HIGH PROFITABILITY ETF $3,2970.00%79 00.0% — 不变
DOCU DOCUSIGN INC COM $3,2870.00%74 -100-57.5% -$4,442 减仓
— VICTORYSHARES US SMALL CAP HIGH DIVIDEND VOLATILITY WTD ETF $3,2800.00%50 00.0% — 不变
IXG ISHARES GLOBAL FINANCIALS ETF $3,2620.00%26 00.0% — 不变
SE SEA LTD SPONSORD ADS $3,2580.00%34 00.0% — 不变
JPHY JPMORGAN ACTIVE HIGH YIELD ETF $3,2300.00%64 64— $3,230 新建仓
GTY GETTY RLTY CORP NEW COM $3,2030.00%96 00.0% — 不变
EVUS ISHARES ESG AWARE MSCI USA VALUE ETF $3,1950.00%91 2028.2% $702 加仓
PIPR PIPER SANDLER COMPANIES COM NEW $3,1830.00%44 00.0% — 不变
LGND LIGAND PHARMACEUTICALS INC COM NEW $3,1610.00%10 00.0% — 不变
UHT UNIVERSAL HEALTH RLTY INCOME SH BEN INT $3,1450.00%72 22.9% $87 加仓
INDA ISHARES MSCI INDIA ETF $3,1410.00%64 -161-71.6% -$7,902 减仓
LOWV AB US LOW VOLATILITY EQUITY ETF $3,1330.00%39 00.0% — 不变
— ISHARES GLOBAL TIMBER & FORESTRY ETF $3,1280.00%47 00.0% — 不变
VMRK EQUITY RESIDENTIAL SH BEN INT $3,1250.00%46 00.0% — 不变
CRH CRH PLC ORD $3,1030.00%29 00.0% — 不变
ANGX ANGEL STUDIOS INC. CL A COM $3,1010.00%845 00.0% — 不变
QGEN QIAGEN NV ORD SHARES $3,0890.00%79 3475.6% $1,329 加仓
LCTD ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF $3,0560.00%53 11.9% $58 加仓
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF $3,0390.00%54 00.0% — 不变
— NUVEEN ESG 1-5 YEAR U.S. AGGREGATE BOND ETF $3,0370.00%131 00.0% — 不变
PUK PRUDENTIAL PLC ADR $3,0300.00%113 -32-22.1% -$858 减仓
MCK MCKESSON CORP COM $3,0220.00%4 00.0% — 不变
FDD FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND $3,0050.00%162 00.0% — 不变
FDS FACTSET RESH SYS INC COM $2,9910.00%13 00.0% — 不变
— FRANKLIN FTSE CHINA ETF $2,9800.00%146 00.0% — 不变
PK PARK HOTELS & RESORTS INC COM $2,9780.00%209 52.5% $71 加仓
MSSM MORGAN STANLEY PATHWAY SMALL-MID CAP EQUITY ETF $2,9740.00%48 48— $2,974 新建仓
TSLL DIREXION DAILY TSLA BULL 2X ETF $2,9730.00%210 21.0% $28 加仓
DOX AMDOCS LTD SHS $2,9310.00%58 2575.8% $1,263 加仓
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND $2,9160.00%32 25357.1% $2,278 加仓
— FIS TACTICAL EQUITY ETF $2,9070.00%100 100— $2,907 新建仓
LSCC LATTICE SEMICONDUCTOR CORP COM $2,9060.00%19 00.0% — 不变
BN BROOKFIELD CORP CL A LTD VT SH $2,8540.00%67 -1-1.5% -$43 减仓
— FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF $2,8400.00%250 -500-66.7% -$5,680 减仓
FXU FIRST TRUST UTILITIES ALPHADEX FUND $2,8400.00%58 11.8% $49 加仓
CMPS COMPASS PATHWAYS PLC SPONSORED ADS $2,8300.00%200 200— $2,830 新建仓
— FT VEST BITCOIN STRATEGY & TARGET INCOME ETF $2,7800.00%250 250— $2,780 新建仓
EVR EVERCORE INC CLASS A $2,7320.00%8 00.0% — 不变
NVMI NOVA LTD COM $2,7150.00%5 00.0% — 不变
FSLY FASTLY INC CL A $2,6990.00%147 00.0% — 不变
RELX RELX PLC SPONSORED ADR $2,6920.00%85 3157.4% $982 加仓
NKE NIKE INC CL B $2,6680.00%65 1530.0% $616 加仓
— PDS BIOTECHNOLOGY CORP COM $2,6430.00%3,000 00.0% — 不变
SVAL ISHARES US SMALL CAP VALUE FACTOR ETF $2,6320.00%63 00.0% — 不变
OUT OUTFRONT MEDIA INC COM NEW $2,6210.00%80 00.0% — 不变
— CORE SCIENTIFIC INC NEW WT EXP 012329 $2,6160.00%105 00.0% — 不变
MAS MASCO CORP COM $2,6040.00%32 26.7% $163 加仓
MTD METTLER TOLEDO INTERNATIONAL COM $2,5550.00%2 00.0% — 不变
OMC OMNICOM GROUP INC COM $2,5490.00%35 00.0% — 不变
— GLOBAL X HYDROGEN ETF $2,5470.00%48 00.0% — 不变
BKLN INVESCO SENIOR LOAN ETF $2,4850.00%122 00.0% — 不变
RVMD REVOLUTION MEDICINES INC COM $2,4350.00%13 00.0% — 不变
SYF SYNCHRONY FINANCIAL COM $2,4340.00%32 00.0% — 不变
— FT VEST NASDAQ-100 MODERATE BUFFER ETF-FEBRUARY $2,4290.00%100 00.0% — 不变
AVMV AVANTIS U.S. MID CAP VALUE ETF $2,4160.00%30 00.0% — 不变
VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF $2,3820.00%95 00.0% — 不变
CORZW CORE SCIENTIFIC INC NEW WT EXP 012327 $2,3690.00%126 00.0% — 不变
FQAL FIDELITY QUALITY FACTOR ETF $2,3590.00%29 00.0% — 不变
— FIRST TRUST S-NETWORK FUTURE VEHICLES & TECHNOLOGY ETF $2,3560.00%20 00.0% — 不变
M MACYS INC COM $2,3550.00%100 00.0% — 不变
— GLOBAL X CLIMATETECH ETF $2,3310.00%36 00.0% — 不变
POST POST HLDGS INC COM $2,2950.00%26 26— $2,295 新建仓
MISL FIRST TRUST INDXX AEROSPACE & DEFENSE ETF $2,2890.00%50 00.0% — 不变
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF $2,2840.00%66 11.5% $35 加仓
MTSI MACOM TECH SOLUTIONS HLDGS INC COM $2,2820.00%6 00.0% — 不变
SBRA SABRA HEALTH CARE REIT INC COM $2,2440.00%115 00.0% — 不变
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF $2,2430.00%50 00.0% — 不变
— DATAVAULT AI INC COM SHS $2,2370.00%6,391 00.0% — 不变
LW LAMB WESTON HLDGS INC COM $2,2030.00%51 00.0% — 不变
AEG AEGON LTD AMER REG 1 CERT $2,2030.00%261 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS $2,2020.00%65 54490.9% $1,829 加仓
BWA BORGWARNER INC COM $2,1910.00%33 00.0% — 不变
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF $2,1860.00%53 11.9% $41 加仓
BBW BUILD-A-BEAR WORKSHOP INC COM $2,1710.00%71 00.0% — 不变
E ENI SPA SPONSORED ADR $2,1560.00%46 00.0% — 不变
JBSS SANFILIPPO JOHN B & SON INC COM $2,1500.00%25 -20-44.4% -$1,720 减仓
KD KYNDRYL HLDGS INC COMMON STOCK $2,1380.00%189 00.0% — 不变
VEEV VEEVA SYS INC CL A COM $2,1300.00%12 571.4% $888 加仓
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF $2,1290.00%75 00.0% — 不变
MOG/A MOOG INC CL A $2,1190.00%5 00.0% — 不变
NAK NORTHERN DYNASTY MINERALS LTD COM NEW $2,1120.00%1,100 00.0% — 不变
ACI ALBERTSONS COMPANIES INC COMMON STOCK $2,1110.00%156 00.0% — 不变
WAFD WAFD INC COM $2,1100.00%55 00.0% — 不变
GOLD GOLD COM INC COM $2,0810.00%50 50— $2,081 新建仓
AR ANTERO RESOURCES CORP COM $2,0730.00%59 00.0% — 不变
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR $2,0480.00%106 00.0% — 不变
— STATE STREET SPDR S&P KENSHO CLEAN POWER ETF $2,0360.00%18 00.0% — 不变
MOS MOSAIC CO COM $2,0340.00%96 00.0% — 不变
HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 $2,0330.00%75 2859.6% $759 重新持有