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 |
|---|---|---|---|---|---|---|---|---|
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $2,029 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | US GOLDMINING INC COM | $2,024 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $2,018 | 0.00% | 181 | -170 | -48.4% | -$1,895 | 减仓 |
| — | FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF | $2,008 | 0.00% | 47 | 47 | — | $2,008 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $1,991 | 0.00% | 14 | 7 | 100.0% | $996 | 加仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $1,975 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP COM | $1,955 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $1,949 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CBLL | CERIBELL INC COM | $1,945 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC COM | $1,921 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC COM | $1,903 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC COM | $1,895 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC COM | $1,885 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC COM | $1,885 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP COM | $1,879 | 0.00% | 209 | -26 | -11.1% | -$234 | 减仓 |
| RMBS | RAMBUS INC DEL COM | $1,858 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC COM | $1,854 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $1,854 | 0.00% | 82 | 20 | 32.3% | $452 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $1,851 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | DEFIANCE DAILY TARGET 2X LONG RGTI ETF | $1,850 | 0.00% | 100 | 100 | — | $1,850 | 新建仓 |
| — | WEBSTER FINL CORP COM | $1,834 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT COM NEW | $1,821 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC COM | $1,800 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND | $1,798 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC COM | $1,775 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC COM | $1,774 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $1,753 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $1,750 | 0.00% | 9 | 6 | 200.0% | $1,167 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1,742 | 0.00% | 14 | -226 | -94.2% | -$2.81万 | 减仓 |
| EIPX | FT ENERGY INCOME PARTNERS STRATEGY ETF | $1,722 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $1,712 | 0.00% | 23 | -3 | -11.5% | -$223 | 减仓 |
| — | KRANESHARES KWEB COVERED CALL STRATEGY ETF | $1,705 | 0.00% | 75 | -88 | -54.0% | -$2,001 | 减仓 |
| DBX | DROPBOX INC CL A | $1,703 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $1,695 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $1,681 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD SHS | $1,663 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | T-REX 2X LONG NFLX DAILY TARGET ETF | $1,650 | 0.00% | 100 | 100 | — | $1,650 | 新建仓 |
| TRI | THOMSON REUTERS CORP COM | $1,633 | 0.00% | 20 | -26 | -56.5% | -$2,123 | 减仓 |
| CMP | COMPASS MINERALS INTL INC COM | $1,619 | 0.00% | 52 | 52 | — | $1,619 | 新建仓 |
| — | GLOBAL X RENEWABLE ENERGY PRODUCERS ETF | $1,602 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA COM SHS | $1,601 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| USO | UNITED STATES OIL FUND LP | $1,597 | 0.00% | 15 | -300 | -95.2% | -$3.19万 | 减仓 |
| RWX | SPDR DJ WILSHIRE INTL REAL EST | $1,594 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC COM | $1,584 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF | $1,579 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $1,570 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. COM | $1,568 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $1,566 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | TWO HARBORS INVENTMENT CORPOR COM | $1,551 | 0.00% | 125 | 125 | — | $1,551 | 新建仓 |
| SPEU | STATE STREET SPDR PORTFOLIO EUROPE ETF | $1,537 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $1,504 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $1,491 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $1,489 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PRGS | PROGRESS SOFTWARE CORP COM | $1,478 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC COM | $1,474 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $1,472 | 0.00% | 3 | -60 | -95.2% | -$2.94万 | 减仓 |
| EWZ | ISHARES MSCI BRAZIL ETF | $1,450 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $1,441 | 0.00% | 53 | -24 | -31.2% | -$653 | 减仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $1,434 | 0.00% | 18 | 18 | — | $1,434 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION COM | $1,429 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SMIZ | ZACKS SMALL/MID CAP ETF | $1,428 | 0.00% | 32 | 32 | — | $1,428 | 新建仓 |
| FISV | FISERV INC COM | $1,422 | 0.00% | 29 | 15 | 107.1% | $736 | 加仓 |
| ALLE | ALLEGION PLC ORD SHS | $1,419 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR COM | $1,418 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | $1,404 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP COM STK | $1,398 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP COM NEW | $1,389 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $1,380 | 0.00% | 12 | -76 | -86.4% | -$8,740 | 减仓 |
| TILT | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | $1,380 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BETR | BETTER HOME & FINANCE HOLDING COM NEW CL A | $1,375 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC COM SHS | $1,370 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO COM | $1,364 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $1,356 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP COM | $1,342 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC COM | $1,337 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $1,337 | 0.00% | 13 | 2 | 18.2% | $206 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $1,334 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $1,321 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC SPONS ADR | $1,305 | 0.00% | 74 | -373 | -83.4% | -$6,578 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC COM | $1,288 | 0.00% | 11 | -2 | -15.4% | -$234 | 减仓 |
| RBC | RBC BEARINGS INC COM | $1,288 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC CL A | $1,274 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $1,268 | 0.00% | 120 | 90 | 300.0% | $951 | 加仓 |
| BRKR | BRUKER CORP COM | $1,264 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FFBC | 1ST FINL BANCORP COM | $1,252 | 0.00% | 37 | -213 | -85.2% | -$7,207 | 重新持有 |
| QJUN | FT VEST NASDAQ-100 BUFFER ETF - JUNE | $1,250 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PUB LTD CO SHS | $1,216 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $1,205 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | KOSS CORP COM | $1,203 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $1,198 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC COM | $1,194 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ACM | AECOM COM | $1,187 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC CL A | $1,185 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $1,184 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC COM | $1,177 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC COM | $1,175 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO COM | $1,170 | 0.00% | 57 | 57 | — | $1,170 | 新建仓 |
| RHI | ROBERT HALF INC. COM | $1,167 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC COM NEW | $1,167 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | XTRACKERS RUSSELL 1000 US QUALITY AT A REASONABLE PRICE ETF | $1,167 | 0.00% | 18 | 18 | — | $1,167 | 新建仓 |