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 |
|---|---|---|---|---|---|---|---|---|
| — | GCI LIBERTY INC COM SER A | $184 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $183 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW COM | $182 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC COM | $181 | 0.00% | 10 | 10 | — | $181 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $178 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $178 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HTO | H2O AMERICA COM | $176 | 0.00% | 3 | -6 | -66.7% | -$352 | 减仓 |
| HUM | HUMANA INC COM | $173 | 0.00% | 1 | -2 | -66.7% | -$346 | 减仓 |
| FCEL | FUELCELL ENERGY INC COM NEW | $170 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP COM | $170 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC CL A | $169 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL COM | $164 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $158 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC COM | $156 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| JACK | JACK IN THE BOX INC COM | $155 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP COM | $153 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LILAK | LIBERTY LATIN AMERICA LTD COM CL C | $150 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MAN | MANPOWERGROUP INC WIS COM | $147 | 0.00% | 5 | 5 | — | $147 | 新建仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $144 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $141 | 0.00% | 3 | 2 | 200.0% | $94 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $140 | 0.00% | 5 | 5 | — | $140 | 新建仓 |
| LYFT | LYFT INC CL A COM | $133 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC CL A | $129 | 0.00% | 10 | 10 | — | $129 | 新建仓 |
| — | NEUBERGER HIGH YIELD ST FD INC RT EXP 041526 | $128 | 0.00% | 16,000 | 16,000 | — | $128 | 新建仓 |
| GTX | GARRETT MOTION INC COM | $127 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ZROZ | PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND | $124 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES | $114 | 0.00% | 10 | 10 | — | $114 | 新建仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS INC COM | $112 | 0.00% | 4 | 4 | — | $112 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES INC COM | $112 | 0.00% | 1 | 1 | — | $112 | 新建仓 |
| PATH | UIPATH INC CL A | $111 | 0.00% | 10 | -4 | -28.6% | -$44 | 减仓 |
| — | AURORA CANNABIS INC COM | $101 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC COM NEW | $98 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP COM | $94 | 0.00% | 1 | 1 | — | $94 | 新建仓 |
| — | EVOLUTION PETE CORP COM | $80 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP COM NEW | $78 | 0.00% | 32 | 32 | — | $78 | 新建仓 |
| — | OATLY GROUP AB SPONSORED ADS | $71 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | FILANA THERAPEUTICS INC COM | $68 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ADX | ADAMS DIVERSIFIED EQUITY FD COM | $56 | 0.00% | 3 | 1 | 50.0% | $19 | 加仓 |
| — | AVANOS MED INC COM | $56 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $44 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MNA | NYLI MERGER ARBITRAGE ETF | $38 | 0.00% | 1 | -3,051 | -100.0% | -$11.59万 | 减仓 |
| STRZ | STARZ ENTERTAINMENT CORP. COM | $35 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC COM | $32 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | FUSION FUEL GREEN PLC SHS CL A | $31 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FLCB | FRANKLIN U.S CORE BOND ETF | $25 | 0.00% | 1 | 1 | — | $25 | 新建仓 |
| OGN | ORGANON & CO COMMON STOCK | $24 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BBN | BLACKROCK TAX MUNICPAL BD TR SHS | $23 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHARES NASDAQ 7HANDL INDEX ETF | $21 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION COM NEW | $20 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | AIM IMMUNOTECH INC COM NEW | $18 | 0.00% | 30 | 30 | — | $18 | 新建仓 |
| — | KNIGHTSCOPE INC CL A NEW | $17 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP COMMON STOCK | $9 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $8 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IPAR | INTERPARFUMS INC COM | $6 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| — | CHARGEPOINT HOLDINGS INC COM SHS | $5 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | GEN DIGITAL INC CVR | $2 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | $2 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC COM | $2 | 0.00% | 0 | 0 | — | -$2 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | $1 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | $1 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | FIS BRIGHT PORTFOLIOS FOCUSED EQUITY ETF | $0 | 0.00% | 0 | -87,293 | -100.0% | -$262.21万 | 清仓 |
| — | AMCOR PLC ORD | $0 | 0.00% | 0 | -52,082 | -100.0% | -$217.18万 | 清仓 |
| — | FT VEST EMERGING MARKET BUFFER ETF - SEPTEMBER | $0 | 0.00% | 0 | -7,470 | -100.0% | -$17.77万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $0 | 0.00% | 0 | -1,733 | -100.0% | -$13.74万 | 清仓 |
| — | GUESS INC COM | $0 | 0.00% | 0 | -6,229 | -100.0% | -$10.43万 | 清仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $0 | 0.00% | 0 | -1,681 | -100.0% | -$9.91万 | 清仓 |
| — | COMERICA INC COM | $0 | 0.00% | 0 | -716 | -100.0% | -$6.22万 | 清仓 |
| QQA | INVESCO QQQ INCOME ADVANTAGE ETF | $0 | 0.00% | 0 | -603 | -100.0% | -$3.19万 | 清仓 |
| FN | FABRINET SHS | $0 | 0.00% | 0 | -70 | -100.0% | -$3.19万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -164 | -100.0% | -$3.01万 | 清仓 |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $0 | 0.00% | 0 | -472 | -100.0% | -$2.38万 | 清仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC COM | $0 | 0.00% | 0 | -350 | -100.0% | -$1.62万 | 清仓 |
| FSLR | FIRST SOLAR INC COM | $0 | 0.00% | 0 | -60 | -100.0% | -$1.57万 | 清仓 |
| SSO | PROSHARES ULTRA S&P 500 | $0 | 0.00% | 0 | -246 | -100.0% | -$1.42万 | 清仓 |
| BBMC | JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF | $0 | 0.00% | 0 | -111 | -100.0% | -$1.19万 | 清仓 |
| BBSC | JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY FUND | $0 | 0.00% | 0 | -152 | -100.0% | -$1.13万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $0 | 0.00% | 0 | -677 | -100.0% | -$1.02万 | 清仓 |
| DY | DYCOM INDS INC COM | $0 | 0.00% | 0 | -30 | -100.0% | -$1.01万 | 清仓 |
| LTPZ | PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARVN | ARVINAS INC COM | $0 | 0.00% | 0 | -700 | -100.0% | -$8,302 | 清仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $0 | 0.00% | 0 | -250 | -100.0% | -$7,623 | 清仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $0 | 0.00% | 0 | -238 | -100.0% | -$7,247 | 清仓 |
| — | GLOBAL X INDIA ACTIVE ETF | $0 | 0.00% | 0 | -233 | -100.0% | -$6,949 | 清仓 |
| FFBC | FIRST FINL BANCORP OH COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DYNAVAX TECHNOLOGIES CORP COM NEW | $0 | 0.00% | 0 | -400 | -100.0% | -$6,152 | 清仓 |
| — | MAGIC SOFTWARE ENTERPRISES LTD ORD | $0 | 0.00% | 0 | -200 | -100.0% | -$5,150 | 清仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$4,829 | 清仓 |
| MOO | VANECK AGRIBUSINESS ETF | $0 | 0.00% | 0 | -45 | -100.0% | -$3,276 | 清仓 |
| — | SOTHERLY HOTELS INC COM | $0 | 0.00% | 0 | -1,500 | -100.0% | -$3,225 | 清仓 |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $0 | 0.00% | 0 | -45 | -100.0% | -$3,128 | 清仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $0 | 0.00% | 0 | -64 | -100.0% | -$3,120 | 清仓 |
| HOV | HOVNANIAN ENTERPRISES INC CL A NEW | $0 | 0.00% | 0 | -30 | -100.0% | -$2,926 | 清仓 |
| MEDP | MEDPACE HLDGS INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$2,808 | 清仓 |
| NCNO | NCINO INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$2,564 | 清仓 |
| MSIF | MSC INCOME FUND INC COM | $0 | 0.00% | 0 | -178 | -100.0% | -$2,336 | 清仓 |
| MSEX | MIDDLESEX WTR CO COM | $0 | 0.00% | 0 | -42 | -100.0% | -$2,118 | 清仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $0 | 0.00% | 0 | -50 | -100.0% | -$1,665 | 清仓 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $0 | 0.00% | 0 | -10 | -100.0% | -$1,601 | 清仓 |
| TBLL | INVESCO SHORT TERM TREASURY ETF | $0 | 0.00% | 0 | -15 | -100.0% | -$1,585 | 清仓 |
| — | INVESCO TR INVT GRADE MUNS COM | $0 | 0.00% | 0 | -146 | -100.0% | -$1,514 | 清仓 |