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
— SURF AIR MOBILITY INC COM NEW $1,1600.00%1,000 00.0% — 不变
TXRH TEXAS ROADHOUSE INC COM $1,1590.00%6 00.0% — 不变
YETI YETI HLDGS INC COM $1,1400.00%23 00.0% — 不变
HBM HUDBAY MINERALS INC COM $1,1330.00%48 48— $1,133 新建仓
NATL NCR ATLEOS CORPORATION COM SHS $1,1290.00%26 26— $1,129 新建仓
FRPT FRESHPET INC COM $1,1230.00%19 00.0% — 不变
EPAM EPAM SYS INC COM $1,1110.00%14 -14-50.0% -$1,111 减仓
LBTYK LIBERTY GLOBAL LTD COM CL C $1,1000.00%100 00.0% — 不变
SRRK SCHOLAR ROCK HLDG CORP COM $1,1000.00%20 00.0% — 不变
PRIM PRIMORIS SVCS CORP COM $1,0900.00%11 00.0% — 不变
UTHR UNITED THERAPEUTICS CORP DEL COM $1,0840.00%2 00.0% — 不变
BFH BREAD FINANCIAL HOLDINGS INC COM $1,0840.00%10 00.0% — 不变
ABCB AMERIS BANCORP COM $1,0830.00%12 00.0% — 不变
BHF BRIGHTHOUSE FINL INC COM $1,0760.00%17 17— $1,076 新建仓
POLE ANDRETTI ACQUISITION CORP II ORD SHS CL A $1,0750.00%100 00.0% — 不变
RITM RITHM CAPITAL CORP COM NEW $1,0720.00%114 00.0% — 不变
BMO BANK MONTREAL MEDIUM COM $1,0600.00%6 00.0% — 不变
PL PLANET LABS PBC COM CL A $1,0600.00%32 32— $1,060 新建仓
DDS DILLARDS INC CL A $1,0570.00%2 -100-98.0% -$5.29万 减仓
R RYDER SYS INC COM $1,0550.00%4 00.0% — 不变
EQIX EQUINIX INC COM $1,0420.00%1 00.0% — 不变
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS $1,0390.00%6 00.0% — 不变
ASIX ADVANSIX INC COM $1,0340.00%52 00.0% — 不变
JPSE JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF $1,0230.00%17 17— $1,023 新建仓
PRTA PROTHENA CORP PLC SHS $1,0180.00%104 104— $1,018 新建仓
ALGN ALIGN TECHNOLOGY INC COM $1,0120.00%6 00.0% — 不变
— T-REX 2X LONG RDW DAILY TARGET ETF $9930.00%100 100— $993 新建仓
CVLT COMMVAULT SYS INC COM $9920.00%7 00.0% — 不变
BOOT BOOT BARN HLDGS INC COM $9860.00%6 00.0% — 不变
BCE BCE INC COM NEW $9850.00%46 00.0% — 不变
NGG NATIONAL GRID PLC SPONSORED ADR NE $9840.00%12 -12-50.0% -$984 减仓
EFC ELLINGTON FINANCIAL INC COM $9800.00%72 72— $980 新建仓
TRMB TRIMBLE INC COM $9720.00%19 535.7% $256 加仓
BRBR BELLRING BRANDS INC COMMON STOCK $9710.00%75 42127.3% $544 加仓
VGNT VERSIGENT PLC ORDINARY SHARES $9660.00%23 23— $966 新建仓
LMAT LEMAITRE VASCULAR INC COM $9600.00%10 00.0% — 不变
ACT ENACT HLDGS INC COM $9600.00%21 00.0% — 不变
IVES DAN IVES WEDBUSH AI REVOLUTION ETF $9530.00%25 00.0% — 不变
KMX CARMAX INC COM $9520.00%18 -5-21.7% -$264 减仓
ZM ZOOM COMMUNICATIONS INC CL A $9490.00%11 11— $949 新建仓
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS $9420.00%21 00.0% — 不变
FCEL FUELCELL ENERGY INC COM NEW $9360.00%26 00.0% — 不变
OPEN OPENDOOR TECHNOLOGIES INC COM $9240.00%200 100100.0% $462 加仓
BCD ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF $9220.00%27 00.0% — 不变
ADEA ADEIA INC COM $9220.00%28 28— $922 新建仓
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR $9200.00%96 00.0% — 不变
— FRANKLIN RESPONSIBLY SOURCED GOLD ETF $9070.00%17 -2-10.5% -$107 减仓
PJT PJT PARTNERS INC COM CL A $9060.00%6 00.0% — 不变
ACIW ACI WORLDWIDE INC COM $9050.00%18 00.0% — 不变
WAL WESTERN ALLIANCE BANCORP COM $9040.00%11 00.0% — 不变
MTDR MATADOR RES CO COM $8960.00%18 00.0% — 不变
FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS $8950.00%7 00.0% — 不变
RMT ROYCE MICRO-CAP TR INC COM $8930.00%61 00.0% — 不变
SKY CHAMPION HOMES INC COM $8810.00%10 00.0% — 不变
VYX NCR VOYIX CORPORATION COM $8660.00%106 106— $866 新建仓
VOD VODAFONE GROUP PLC SPONSORED ADR $8600.00%65 -16-19.8% -$212 减仓
CALX CALIX INC COM $8580.00%23 00.0% — 不变
PSO PEARSON PLC SPONSORED ADR $8580.00%54 00.0% — 不变
THG HANOVER INS GROUP INC COM $8560.00%4 00.0% — 不变
PRI PRIMERICA INC COM $8530.00%3 00.0% — 不变
CSGP COSTAR GROUP INC COM $8500.00%30 25500.0% $708 重新持有
WEX WEX INC COM $8470.00%6 00.0% — 不变
LOGI LOGITECH INTL S A SHS $8460.00%9 00.0% — 不变
BCPC BALCHEM CORP COM $8450.00%5 00.0% — 不变
ITGR INTEGER HLDGS CORP COM $8410.00%9 00.0% — 不变
CSW CSW INDUSTRIALS INC COM $8350.00%3 00.0% — 不变
DMLP DORCHESTER MINERALS L P COM UNIT $8330.00%33 00.0% — 不变
— LIBERTY BROADBAND CORP COM SER A $8320.00%25 00.0% — 不变
BLKB BLACKBAUD INC COM $8290.00%28 00.0% — 不变
WHR WHIRLPOOL CORP COM $8280.00%21 00.0% — 不变
AVAV AEROVIRONMENT INC COM $8250.00%5 -25-83.3% -$4,125 减仓
ZVRA ZEVRA THERAPEUTICS INC COM NEW $8030.00%56 00.0% — 不变
VCEL VERICEL CORP COM $8010.00%18 00.0% — 不变
UFPT UFP TECHNOLOGIES INC COM $7950.00%3 00.0% — 不变
METC RAMACO RES INC COM CL A $7940.00%60 00.0% — 不变
AVTR AVANTOR INC COM $7920.00%80 40100.0% $396 加仓
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR $7890.00%12 00.0% — 不变
TEAM ATLASSIAN CORPORATION CL A $7780.00%10 10— $778 新建仓
LRN STRIDE INC COM $7760.00%9 00.0% — 不变
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF $7720.00%40 00.0% — 不变
RDW REDWIRE CORPORATION COM $7700.00%63 63— $770 新建仓
OLLI OLLIES BARGAIN OUTLET HLDGS COM $7690.00%10 -1-9.1% -$77 减仓
GDDY GODADDY INC CL A $7640.00%9 480.0% $340 重新持有
SFM SPROUTS FMRS MKT INC COM $7610.00%9 -5-35.7% -$423 减仓
CW CURTISS WRIGHT CORP COM $7580.00%1 00.0% — 不变
ETSY ETSY INC COM $7530.00%10 -140-93.3% -$1.05万 减仓
KNF KNIFE RIVER CORP COMMON STOCK $7530.00%9 00.0% — 不变
BITO PROSHARES BITCOIN ETF $7460.00%94 11.1% $8 加仓
BMI BADGER METER INC COM $7420.00%5 00.0% — 不变
COLM COLUMBIA SPORTSWEAR CO COM $7420.00%12 00.0% — 不变
LION LIONSGATE STUDIOS CORP COM $7350.00%48 00.0% — 不变
— NET LEASE OFFICE PROPERTIES COM $7340.00%66 66— $734 新建仓
TOST TOAST INC CL A $7230.00%26 -170-86.7% -$4,727 减仓
GRBK GREEN BRICK PARTNERS INC COM $7200.00%9 00.0% — 不变
BOX BOX INC CL A $7170.00%27 00.0% — 不变
COLB COLUMBIA BKG SYS INC COM $7050.00%22 00.0% — 不变
PLUG PLUG PWR INC COM NEW $7050.00%260 00.0% — 不变
— VOYAGER THERAPEUTICS INC COM $7000.00%200 00.0% — 不变
AMTM AMENTUM HOLDINGS INC COM $6820.00%33 00.0% — 不变
SLVM SYLVAMO CORP COMMON STOCK $6800.00%18 00.0% — 不变