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
CGUI CAPITAL GROUP ULTRA SHORT INCOME ETF $00.00%0 -59-100.0% -$1,493 清仓
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 $00.00%0 —— — 申报中断
WS WORTHINGTON STL INC COM SHS $00.00%0 -30-100.0% -$1,039 清仓
— TELEFONICA S A SPONSORED ADR $00.00%0 -253-100.0% -$1,025 清仓
— CONFLUENT INC CLASS A COM $00.00%0 -32-100.0% -$968 清仓
SNX TD SYNNEX CORPORATION COM $00.00%0 -6-100.0% -$936 清仓
ADSK AUTODESK INC COM $00.00%0 —— — 申报中断
EL LAUDER ESTEE COS INC CL A $00.00%0 -8-100.0% -$838 清仓
ARES ARES MANAGEMENT CORPORATION CL A COM STK $00.00%0 —— — 申报中断
BBLU EA BRIDGEWAY BLUE CHIP ETF $00.00%0 -51-100.0% -$773 清仓
CPNG COUPANG INC CL A $00.00%0 -30-100.0% -$708 清仓
CMS CMS ENERGY CORP COM $00.00%0 -10-100.0% -$699 清仓
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF $00.00%0 -15-100.0% -$688 清仓
GDDY GODADDY INC CL A $00.00%0 —— — 申报中断
MSCI MSCI INC COM $00.00%0 -1-100.0% -$574 清仓
LEN LENNAR CORP CL A $00.00%0 -5-100.0% -$514 清仓
RBLX ROBLOX CORP CL A $00.00%0 —— — 申报中断
BXP BXP INC COM $00.00%0 -5-100.0% -$337 清仓
CSGP COSTAR GROUP INC COM $00.00%0 —— — 申报中断
AAP ADVANCE AUTO PARTS INC COM $00.00%0 -8-100.0% -$334 清仓
FUTU FUTU HLDGS LTD SPON ADS CL A $00.00%0 -2-100.0% -$328 清仓
TPG TPG INC COM CL A $00.00%0 -5-100.0% -$319 清仓
RBA RB GLOBAL INC COM $00.00%0 -3-100.0% -$309 清仓
NWSA NEWS CORP NEW CL A $00.00%0 —— — 申报中断
— SYNOVUS FINL CORP COM NEW $00.00%0 -5-100.0% -$250 清仓
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A $00.00%0 -1-100.0% -$243 清仓
CAE CAE INC COM $00.00%0 -8-100.0% -$243 清仓
AEVA AEVA TECHNOLOGIES INC COM NEW $00.00%0 -18-100.0% -$239 清仓
OTEX OPEN TEXT CORP COM $00.00%0 -7-100.0% -$228 清仓
U UNITY SOFTWARE INC COM $00.00%0 -5-100.0% -$221 清仓
GFL GFL ENVIRONMENTAL INC SUB VTG SHS $00.00%0 -5-100.0% -$215 清仓
LULU LULULEMON ATHLETICA INC COM $00.00%0 -1-100.0% -$208 清仓
SBAC SBA COMMUNICATIONS CORP NEW CL A $00.00%0 -1-100.0% -$193 清仓
MKTX MARKETAXESS HLDGS INC COM $00.00%0 -1-100.0% -$181 清仓
DV DOUBLEVERIFY HLDGS INC COM $00.00%0 -15-100.0% -$172 清仓
FLO FLOWERS FOODS INC COM $00.00%0 -15-100.0% -$163 清仓
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK $00.00%0 -15-100.0% -$153 清仓
COTY COTY INC COM CL A $00.00%0 -45-100.0% -$139 清仓
JPUS JPMORGAN DIVERSIFIED RETURN USE EQUITY $00.00%0 -1-100.0% -$127 清仓
REYN REYNOLDS CONSUMER PRODS INC COM $00.00%0 -5-100.0% -$115 清仓
ABAT AMERICAN BATTERY TECHNOLOGY COM NEW $00.00%0 -21-100.0% -$70 清仓
GEVO GEVO INC COM PAR $00.00%0 -4-100.0% -$8 清仓
MPT MEDICAL PROPERTIES TRUST INC COM $00.00%0 0— — 清仓
— ETC CABANA TARGET DRAWDOWN 10 ETF $00.00%0 0— — 清仓