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 |
|---|---|---|---|---|---|---|---|---|
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $357.62万 | 0.22% | 67,033 | 1,197 | 1.8% | $6.39万 | 加仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $349.65万 | 0.21% | 128,786 | 26,540 | 26.0% | $72.06万 | 加仓 |
| — | FIS TRUST FIS BRIGHT PORTFOLIOS FOCUSED EQUITY ETF | $343.47万 | 0.21% | 114,568 | 114,568 | — | $343.47万 | 新建仓 |
| C | CITIGROUP INC COM NEW | $337.02万 | 0.20% | 29,717 | 194 | 0.7% | $2.20万 | 加仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $336.95万 | 0.20% | 135,268 | 26,881 | 24.8% | $66.96万 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $334.46万 | 0.20% | 38,581 | 4,608 | 13.6% | $39.95万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $333.67万 | 0.20% | 48,869 | 737 | 1.5% | $5.03万 | 加仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $325.73万 | 0.20% | 20,297 | -510 | -2.5% | -$8.18万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $325.48万 | 0.20% | 14,982 | -1,292 | -7.9% | -$28.07万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $321.31万 | 0.20% | 129,822 | 15,537 | 13.6% | $38.45万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $320.19万 | 0.19% | 12,225 | -282 | -2.3% | -$7.39万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $315.88万 | 0.19% | 24,124 | 303 | 1.3% | $3.97万 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $303.11万 | 0.18% | 74,236 | 1,874 | 2.6% | $7.65万 | 加仓 |
| — | EXXON MOBIL CORP COM | $301.49万 | 0.18% | 17,770 | -663 | -3.6% | -$11.25万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $295.36万 | 0.18% | 10,296 | -310 | -2.9% | -$8.89万 | 减仓 |
| TPHD | TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | $293.88万 | 0.18% | 71,055 | -36,605 | -34.0% | -$151.40万 | 减仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $289.70万 | 0.18% | 48,944 | 737 | 1.5% | $4.36万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $282.17万 | 0.17% | 21,232 | -13,691 | -39.2% | -$181.95万 | 减仓 |
| — | FIS CHRISTIAN STOCK FUND | $274.87万 | 0.17% | 85,416 | 10,798 | 14.5% | $34.75万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $273.58万 | 0.17% | 5,709 | -111 | -1.9% | -$5.32万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $271.30万 | 0.16% | 25,559 | -858 | -3.2% | -$9.11万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $268.69万 | 0.16% | 23,755 | 690 | 3.0% | $7.80万 | 加仓 |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $253.17万 | 0.15% | 51,156 | 176 | 0.3% | $8,710 | 加仓 |
| PINS | PINTEREST INC CL A | $251.30万 | 0.15% | 137,021 | 55,197 | 67.5% | $101.23万 | 加仓 |
| FLIN | FRANKLIN FTSE INDIA ETF | $250.79万 | 0.15% | 75,493 | 2,456 | 3.4% | $8.16万 | 加仓 |
| KO | COCA COLA CO COM | $246.41万 | 0.15% | 32,401 | 6,259 | 23.9% | $47.60万 | 加仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $242.66万 | 0.15% | 46,256 | 482 | 1.1% | $2.53万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $242.00万 | 0.15% | 9,404 | 945 | 11.2% | $24.32万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $238.29万 | 0.14% | 12,416 | 4,504 | 56.9% | $86.44万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $237.85万 | 0.14% | 16,260 | 1,513 | 10.3% | $22.13万 | 加仓 |
| ESUM | EVENTIDE US MARKET ETF | $232.08万 | 0.14% | 88,647 | 20,055 | 29.2% | $52.50万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $229.88万 | 0.14% | 8,141 | -204 | -2.4% | -$5.76万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $227.80万 | 0.14% | 2,286 | 102 | 4.7% | $10.16万 | 加仓 |
| MBB | ISHARES MBS ETF | $227.68万 | 0.14% | 23,979 | -514 | -2.1% | -$4.88万 | 减仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $224.37万 | 0.14% | 56,904 | 1,653 | 3.0% | $6.52万 | 加仓 |
| PEP | PEPSICO INC COM | $222.96万 | 0.14% | 14,358 | 2,084 | 17.0% | $32.36万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $219.43万 | 0.13% | 90,413 | 2,002 | 2.3% | $4.86万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $218.25万 | 0.13% | 85,121 | 430 | 0.5% | $1.10万 | 加仓 |
| OKE | ONEOK INC NEW COM | $217.12万 | 0.13% | 24,020 | 103 | 0.4% | $9,310 | 加仓 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $213.43万 | 0.13% | 31,798 | -380 | -1.2% | -$2.55万 | 减仓 |
| ONEV | STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF | $210.49万 | 0.13% | 15,688 | 3,850 | 32.5% | $51.66万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $209.63万 | 0.13% | 9,928 | 912 | 10.1% | $19.26万 | 加仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $209.37万 | 0.13% | 20,254 | 932 | 4.8% | $9.63万 | 加仓 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $208.92万 | 0.13% | 18,129 | 621 | 3.5% | $7.16万 | 加仓 |
| GEV | GE VERNOVA INC COM | $207.21万 | 0.13% | 2,374 | -96 | -3.9% | -$8.38万 | 减仓 |
| AMGN | AMGEN INC COM | $206.59万 | 0.13% | 5,872 | -1,721 | -22.7% | -$60.55万 | 减仓 |
| IOO | ISHARES GLOBAL 100 ETF | $205.53万 | 0.12% | 16,990 | -10,810 | -38.9% | -$130.77万 | 减仓 |
| T | AT&T INC COM | $202.88万 | 0.12% | 69,984 | -4,159 | -5.6% | -$12.06万 | 减仓 |
| PSC | PRINCIPAL U.S. SMALL-CAP ETF | $202.11万 | 0.12% | 35,256 | -5,734 | -14.0% | -$32.87万 | 减仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $199.68万 | 0.12% | 49,957 | -131,557 | -72.5% | -$525.84万 | 减仓 |
| MRK | MERCK & CO INC COM | $198.03万 | 0.12% | 16,462 | -740 | -4.3% | -$8.90万 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM | $197.73万 | 0.12% | 43,716 | 4,056 | 10.2% | $18.35万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $197.48万 | 0.12% | 3,023 | -525 | -14.8% | -$34.30万 | 减仓 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $194.43万 | 0.12% | 54,068 | 7,726 | 16.7% | $27.78万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $192.23万 | 0.12% | 26,724 | 668 | 2.6% | $4.80万 | 加仓 |
| FDRR | FIDELITY DIVIDEND ETF FOR RISING RATES | $190.83万 | 0.12% | 32,452 | 1,366 | 4.4% | $8.03万 | 加仓 |
| AVGO | BROADCOM INC COM | $190.71万 | 0.12% | 6,162 | 203 | 3.4% | $6.28万 | 加仓 |
| AMCR | AMCOR PLC COM NEW | $189.68万 | 0.12% | 47,719 | 47,719 | — | $189.68万 | 新建仓 |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | $187.84万 | 0.11% | 29,378 | 785 | 2.7% | $5.02万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $184.12万 | 0.11% | 201,667 | 198,431 | 6,132.0% | $181.17万 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $180.89万 | 0.11% | 35,504 | -1,165 | -3.2% | -$5.94万 | 减仓 |
| WMT | WALMART INC COM | $178.81万 | 0.11% | 14,388 | 5,660 | 64.8% | $70.34万 | 加仓 |
| IDHQ | INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF | $174.99万 | 0.11% | 49,473 | 1,603 | 3.3% | $5.67万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $172.08万 | 0.10% | 37,254 | 1,931 | 5.5% | $8.92万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $171.79万 | 0.10% | 15,323 | -1,792 | -10.5% | -$20.09万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $171.27万 | 0.10% | 37,257 | 202 | 0.5% | $9,286 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $169.34万 | 0.10% | 5,278 | 263 | 5.2% | $8.44万 | 加仓 |
| ILDR | FIRST TRUST INNOVATION LEADERS ETF | $167.24万 | 0.10% | 56,160 | -14,654 | -20.7% | -$43.64万 | 减仓 |
| — | INSPIRE GLOBAL HOPE ETF | $165.72万 | 0.10% | 37,363 | 3,699 | 11.0% | $16.41万 | 加仓 |
| RY | ROYAL BK CDA COM | $164.96万 | 0.10% | 10,197 | -251 | -2.4% | -$4.06万 | 减仓 |
| VTIP | VANGUARD SHORT TERM INFL-PROTECTED | $164.65万 | 0.10% | 32,963 | -378 | -1.1% | -$1.89万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $163.66万 | 0.10% | 16,635 | -436 | -2.6% | -$4.29万 | 减仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $162.90万 | 0.10% | 76,409 | 1,299 | 1.7% | $2.77万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $160.55万 | 0.10% | 17,811 | 4,256 | 31.4% | $38.36万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $157.46万 | 0.10% | 8,209 | -1,568 | -16.0% | -$30.08万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $155.07万 | 0.09% | 5,725 | 213 | 3.9% | $5.77万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $154.73万 | 0.09% | 29,796 | 1,045 | 3.6% | $5.43万 | 加仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $154.44万 | 0.09% | 60,614 | 1,817 | 3.1% | $4.63万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $153.87万 | 0.09% | 6,348 | -860 | -11.9% | -$20.85万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $151.66万 | 0.09% | 10,500 | 751 | 7.7% | $10.85万 | 加仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $151.27万 | 0.09% | 13,164 | 13,164 | — | $151.27万 | 新建仓 |
| NJUL | INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY | $150.90万 | 0.09% | 21,130 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $146.52万 | 0.09% | 15,345 | 184 | 1.2% | $1.76万 | 加仓 |
| PLD | PROLOGIS INC. COM | $146.08万 | 0.09% | 11,052 | -375 | -3.3% | -$4.96万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $146.06万 | 0.09% | 4,965 | 74 | 1.5% | $2.18万 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $145.44万 | 0.09% | 22,140 | 285 | 1.3% | $1.87万 | 加仓 |
| GLD | SPDR GOLD ETF | $144.66万 | 0.09% | 3,362 | -1,055 | -23.9% | -$45.40万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $144.27万 | 0.09% | 92,187 | 5,709 | 6.6% | $8.93万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $143.73万 | 0.09% | 4,253 | 59 | 1.4% | $1.99万 | 加仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $140.31万 | 0.09% | 30,594 | 1,803 | 6.3% | $8.27万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $139.92万 | 0.09% | 27,778 | 827 | 3.1% | $4.17万 | 加仓 |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $139.60万 | 0.08% | 11,216 | -1 | -0.0% | -$124 | 减仓 |
| WY | WEYERHAEUSER CO COM NEW | $138.72万 | 0.08% | 56,783 | 3,634 | 6.8% | $8.88万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $138.36万 | 0.08% | 14,915 | 505 | 3.5% | $4.68万 | 加仓 |
| — | ALGER MID CAP 40 ETF | $138.07万 | 0.08% | 70,880 | -395 | -0.6% | -$7,695 | 减仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $135.20万 | 0.08% | 4,330 | 883 | 25.6% | $27.57万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $133.80万 | 0.08% | 6,892 | 339 | 5.2% | $6.58万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $133.16万 | 0.08% | 40,414 | -18 | -0.0% | -$593 | 减仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $131.79万 | 0.08% | 17,401 | -1,167 | -6.3% | -$8.84万 | 减仓 |
| HD | HOME DEPOT INC COM | $131.52万 | 0.08% | 3,999 | 110 | 2.8% | $3.62万 | 加仓 |