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 |
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC COM | $980 | 0.00% | 1 | -4 | -80.0% | -$3,920 | 重新持有 |
| BCD | ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | $966 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. COM | $965 | 0.00% | 38 | -20 | -34.5% | -$508 | 减仓 |
| KMX | CARMAX INC COM | $956 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC COM SHS | $953 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $952 | 0.00% | 38 | -10 | -20.8% | -$251 | 减仓 |
| NTNX | NUTANIX INC CL A | $950 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $945 | 0.00% | 5 | 5 | — | $945 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $938 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP COM | $936 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $933 | 0.00% | 21 | 6 | 40.0% | $267 | 加仓 |
| METC | RAMACO RES INC COM CL A | $928 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC COM | $918 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $913 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P COM UNIT | $894 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $890 | 0.00% | 28 | 7 | 33.3% | $222 | 加仓 |
| — | MASIMO CORP COM | $889 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC COM | $878 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES BITCOIN ETF | $868 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC COM | $861 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ACT | ENACT HLDGS INC COM | $857 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $851 | 0.00% | 2 | -5 | -71.4% | -$2,128 | 减仓 |
| BCPC | BALCHEM CORP COM | $847 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC COM | $842 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC COM CL A | $838 | 0.00% | 6 | -2 | -25.0% | -$279 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $832 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A SHS | $820 | 0.00% | 9 | 3 | 50.0% | $273 | 加仓 |
| R | RYDER SYS INC COM | $819 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC COM PAR $.01 | $818 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM COM | $812 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $801 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $801 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC COM | $794 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $793 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP COM | $792 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC COM | $790 | 0.00% | 1 | 1 | — | $790 | 新建仓 |
| CSW | CSW INDUSTRIALS INC COM | $782 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC COM | $781 | 0.00% | 14 | -10 | -41.7% | -$558 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $779 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $777 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC SHS | $775 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | VOYAGER THERAPEUTICS INC COM | $772 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $768 | 0.00% | 20 | -175 | -89.7% | -$6,720 | 减仓 |
| BMI | BADGER METER INC COM | $762 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $762 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP COMMON STOCK | $760 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $760 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP COM | $759 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC COM | $751 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY COM | $750 | 0.00% | 24 | 9 | 60.0% | $281 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $749 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES GLOBAL ENERGY ETF | $749 | 0.00% | 13 | -2 | -13.3% | -$115 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $748 | 0.00% | 5 | 5 | — | $748 | 新建仓 |
| SKY | CHAMPION HOMES INC COM | $744 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ACIW | ACI WORLDWIDE INC COM | $738 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP COMMON STOCK | $735 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC CL A | $718 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IVES | DAN IVES WEDBUSH AI REVOLUTION ETF | $709 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC SPONSORED ADR | $709 | 0.00% | 54 | 39 | 260.0% | $512 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $704 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC COM | $693 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RMT | ROYCE MICRO-CAP TR INC COM | $690 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| SH | PROSHARES SHORT S&P500 | $683 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP COM | $681 | 0.00% | 1 | 1 | — | $681 | 新建仓 |
| MTB | M & T BK CORP COM | $659 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $658 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC COM | $652 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $652 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V SHS | $645 | 0.00% | 91 | 13 | 16.7% | $92 | 加仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $644 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC COM | $644 | 0.00% | 9 | 6 | 200.0% | $429 | 加仓 |
| BOX | BOX INC CL A | $638 | 0.00% | 27 | -850 | -96.9% | -$2.01万 | 减仓 |
| MMSI | MERIT MED SYS INC COM | $620 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION COM | $603 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC COM | $603 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE | $601 | 0.00% | 14 | 14 | — | $601 | 新建仓 |
| VTS | VITESSE ENERGY INC COMMON STOCK | $599 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC COM NEW | $594 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| DMAR | FT VEST US EQUITY DEEP BUFFER ETF - MARCH | $594 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC COM NEW | $588 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC COM | $581 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $581 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GRBK | GREEN BRICK PARTNERS INC COM | $580 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| VCEL | VERICEL CORP COM | $579 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC COM | $573 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND | $571 | 0.00% | 7 | 7 | — | $571 | 新建仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $563 | 0.00% | 21 | -10 | -32.3% | -$268 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $562 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $553 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PZZA | PAPA JOHNS INTL INC COM | $551 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC COM | $545 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP COM | $540 | 0.00% | 5 | -1 | -16.7% | -$108 | 减仓 |
| IQ | IQIYI INC SPONSORED ADS | $540 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $531 | 0.00% | 33 | 10 | 43.5% | $161 | 加仓 |
| FCN | FTI CONSULTING INC COM | $530 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PPC | PILGRIMS PRIDE CORP COM | $529 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PTLO | PORTILLOS INC COM CL A | $529 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC COM NEW | $524 | 0.00% | 55 | -475 | -89.6% | -$4,525 | 减仓 |
| ZVRA | ZEVRA THERAPEUTICS INC COM NEW | $522 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| EMA | EMERA INC COM | $518 | 0.00% | 10 | 0 | 0.0% | — | 不变 |