13F 机构持仓

CREATIVE FINANCIAL DESIGNS INC /ADV

KOKOMO IN · SEC CIK 0000819864

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.5%
VGIT 2.6%
BKIE 2.5%
PTL 2.2%
AAPL 1.9%
SPTS 1.8%
VONG 1.8%
TPIF 1.7%
AMZN 1.6%
LLY 1.6%

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
PURR HYPERLIQUID STRATEGIES INC COM $5090.00%100 100— $509 新建仓
— SERVICE PPTYS TR COM SH BEN INT $5080.00%375 00.0% — 不变
RTO RENTOKIL INITIAL PLC SPONSORED ADR $5040.00%16 00.0% — 不变
LAD LITHIA MTRS INC COM $4990.00%2 00.0% — 不变
PAYC PAYCOM SOFTWARE INC COM $4860.00%4 00.0% — 不变
CG CARLYLE GROUP INC COM $4840.00%10 00.0% — 不变
OPEN OPENDOOR TECHNOLOGIES INC COM $4680.00%100 00.0% — 不变
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $4670.00%2 00.0% — 不变
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF $4650.00%10 00.0% — 不变
ARE ALEXANDRIA REAL ESTATE EQ INC COM $4640.00%10 5100.0% $232 加仓
MICC MAGNUM ICE CREAM CO NV ORD SHS $4630.00%31 31— $463 新建仓
RCI ROGERS COMMUNICATIONS INC CL B $4610.00%12 00.0% — 不变
LION LIONSGATE STUDIOS CORP COM $4600.00%48 00.0% — 不变
CXT CRANE NXT CO COM $4460.00%11 00.0% — 不变
GIB CGI INC CL A SUB VTG $4390.00%6 -3-33.3% -$220 减仓
GT GOODYEAR TIRE & RUBR CO COM $4310.00%65 00.0% — 不变
— DAY ONE BIOPHARMACEUTICALS INC COM $4290.00%20 20— $429 新建仓
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM $4110.00%5 5— $411 新建仓
EVRG EVERGY INC COM $4100.00%5 00.0% — 不变
BBD BANCO BRADESCO S A SP ADR PFD NEW $4090.00%112 00.0% — 不变
PRCT PROCEPT BIOROBOTICS CORP COM $4000.00%16 00.0% — 不变
JHX JAMES HARDIE INDS PLC ORD SHS $3980.00%21 00.0% — 不变
— GAMESTOP CORP NEW WT EXP 103026 $3940.00%102 00.0% — 不变
W WAYFAIR INC CL A $3760.00%5 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL COM $3700.00%10 00.0% — 不变
UNM UNUM GROUP COM $3650.00%5 5— $365 新建仓
ELF E L F BEAUTY INC COM $3640.00%6 00.0% — 不变
BC BRUNSWICK CORP COM $3640.00%5 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRANC COM $3630.00%5 00.0% — 不变
ELAN ELANCO ANIMAL HEALTH INC COM $3590.00%15 00.0% — 不变
TS TENARIS S A SPONSORED ADS $3490.00%6 00.0% — 不变
— INVESCO ENERGY EXPLORATION & PRODUCTION ETF $3480.00%9 00.0% — 不变
TNL TRAVEL PLUS LEISURE CO COM $3460.00%5 00.0% — 不变
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF $3420.00%5 00.0% — 不变
CRTO CRITEO S A SPONS ADS $3410.00%19 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INC COM $3370.00%10 00.0% — 不变
— ELME COMMUNITIES SH BEN INT $3360.00%167 00.0% — 不变
EEFT EURONET WORLDWIDE INC COM $3320.00%5 5— $332 新建仓
— GLOBAL X FTSE SOUTHEAST ASIA ETF $3310.00%17 -807-97.9% -$1.57万 减仓
ALNY ALNYLAM PHARMACEUTICALS INC COM $3310.00%1 -1-50.0% -$331 减仓
— TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS $3310.00%11 00.0% — 不变
LINE LINEAGE INC COM $3280.00%10 10— $328 新建仓
TFII TRANSFORCE INC COM $3260.00%3 00.0% — 不变
BBY BEST BUY INC COM $3210.00%5 00.0% — 不变
HRB BLOCK H & R INC COM $3170.00%10 10— $317 新建仓
IOT SAMSARA INC COM CL A $3170.00%10 10— $317 新建仓
CVNA CARVANA CO CL A $3140.00%1 00.0% — 不变
AVTR AVANTOR INC COM $3140.00%40 40— $314 新建仓
CNS COHEN & STEERS INC COM $3130.00%5 00.0% — 不变
PARR PAR PAC HOLDINGS INC COM NEW $3130.00%5 5— $313 新建仓
AGI ALAMOS GOLD INC COM CL A $3110.00%7 00.0% — 不变
ON ON SEMICONDUCTOR CORP COM $3100.00%5 -64-92.8% -$3,968 减仓
DAR DARLING INGREDIENTS INC COM $3090.00%5 00.0% — 不变
CWH CAMPING WORLD HLDGS INC CL A $3070.00%45 00.0% — 不变
KGC KINROSS GOLD CORP COM $3050.00%10 00.0% — 不变
JLL JONES LANG LASALLE INC COM $3040.00%1 00.0% — 不变
GPK GRAPHIC PACKAGING HLDG CO COM $2980.00%30 1050.0% $99 加仓
SPPP SPROTT ASSET MANAGEMENT LP PHYSICAL PLATINU $2950.00%19 -51-72.9% -$792 减仓
NWL NEWELL BRANDS INC COM $2950.00%86 -40-31.7% -$137 减仓
ALOY REALLOYS INC COM $2930.00%30 30— $293 新建仓
FOXA FOX CORP CL A COM $2920.00%5 00.0% — 不变
OPLN OPENLANE INC COM $2920.00%10 00.0% — 不变
SANA SANA BIOTECHNOLOGY INC COM $2880.00%100 00.0% — 不变
BMRN BIOMARIN PHARMACEUTICAL INC COM $2820.00%5 00.0% — 不变
CLS CELESTICA INC COM $2820.00%1 00.0% — 不变
BNS BANK NOVA SCOTIA B C COM $2770.00%4 00.0% — 不变
VMC VULCAN MATLS CO COM $2720.00%1 00.0% — 不变
CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF $2710.00%8 6300.0% $203 加仓
BTQ BTQ TECHNOLOGIES CORP COM $2670.00%100 00.0% — 不变
TECH BIO-TECHNE CORP COM $2610.00%5 00.0% — 不变
STN STANTEC INC COM $2590.00%3 -3-50.0% -$259 重新持有
NVST ENVISTA HOLDINGS CORPORATION COM $2540.00%10 00.0% — 不变
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD $2450.00%4 00.0% — 不变
IVZ INVESCO LTD SHS $2430.00%10 00.0% — 不变
— FIRST TRUST DIVIDEND STRENGTH ETF $2410.00%4 00.0% — 不变
GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND $2390.00%4 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG $2390.00%6 00.0% — 不变
NOG NORTHERN OIL & GAS INC COM $2340.00%8 8— $234 新建仓
FNF FIDELITY NATL FINL INC COM SHS $2320.00%5 -11-68.8% -$510 重新持有
— EXPRO GROUP HOLDINGS NV COM $2260.00%13 13— $226 新建仓
AMKR AMKOR TECHNOLOGY INC COM $2250.00%5 00.0% — 不变
GFS GLOBALFOUNDRIES INC ORDINARY SHARES $2220.00%5 00.0% — 不变
ICL ICL GROUP LTD SHS $2160.00%42 00.0% — 不变
— CAPITAL GROUP U.S. LARGE VALUE ETF $2140.00%8 6300.0% $160 加仓
HEI/A HEICO CORP NEW CL A $2110.00%1 00.0% — 不变
— SEALED AIR CORP NEW COM $2100.00%5 00.0% — 不变
MDIV MULTI-ASSET DIVERSIFIED INCOME INDEX FUND $2100.00%13 00.0% — 不变
GEN GEN DIGITAL INC COM $2070.00%11 11— $207 新建仓
POWI POWER INTEGRATIONS INC COM $2050.00%4 00.0% — 不变
— ELECTRONIC ARTS INC COM $2040.00%1 00.0% — 不变
ARMK ARAMARK COM $2030.00%5 -2,194-99.8% -$8.91万 减仓
POOL POOL CORP COM $2020.00%1 1— $202 新建仓
EE EXCELERATE ENERGY INC CL A COM $2010.00%6 6— $201 新建仓
ODFL OLD DOMINION FREIGHT LINE INC COM $1950.00%1 00.0% — 不变
KSS KOHLS CORP COM $1940.00%15 00.0% — 不变
PPL PPL CORP COM $1910.00%5 00.0% — 不变
XIFR XPLR INFRASTRUCTURE LP COM UNIT PART IN $1910.00%18 18— $191 新建仓
THC TENET HEALTHCARE CORP COM NEW $1890.00%1 00.0% — 不变
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS $1880.00%10 00.0% — 不变
EQH EQUITABLE HLDGS INC COM $1860.00%5 5— $186 新建仓