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 |
|---|---|---|---|---|---|---|---|---|
| VTOL | BRISTOW GROUP INC COM | $248 | 0.00% | 6 | 6 | — | $248 | 新建仓 |
| — | ELME COMMUNITIES SH BEN INT | $247 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST DIVIDEND STRENGTH ETF | $245 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $244 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP COM | $236 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SLGN | SILGAN HLDGS INC COM | $232 | 0.00% | 5 | 5 | — | $232 | 新建仓 |
| OGS | ONE GAS INC COM | $231 | 0.00% | 3 | 3 | — | $231 | 新建仓 |
| PARR | PAR PAC HOLDINGS INC COM NEW | $224 | 0.00% | 4 | -1 | -20.0% | -$56 | 减仓 |
| RRC | RANGE RES CORP COM | $224 | 0.00% | 6 | 6 | — | $224 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $223 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC COM | $219 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $216 | 0.00% | 1 | -68 | -98.6% | -$1.47万 | 减仓 |
| CRC | CALIFORNIA RES CORP COM STOCK | $213 | 0.00% | 4 | 4 | — | $213 | 新建仓 |
| — | ELECTRONIC ARTS INC COM | $205 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC SPDN ADR NEW | $202 | 0.00% | 7 | -21 | -75.0% | -$606 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $190 | 0.00% | 2 | 2 | — | $190 | 新建仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $187 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES | $187 | 0.00% | 20 | 10 | 100.0% | $94 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $182 | 0.00% | 2 | 2 | — | $182 | 新建仓 |
| LNC | LINCOLN NATL CORP IND COM | $177 | 0.00% | 5 | -140 | -96.6% | -$4,956 | 减仓 |
| NWSA | NEWS CORP NEW CL A | $174 | 0.00% | 7 | -3 | -30.0% | -$75 | 重新持有 |
| UGI | UGI CORP NEW COM | $173 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GPOR | GULFPORT ENERGY CORP COMMON SHARES | $170 | 0.00% | 1 | 1 | — | $170 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $168 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP COM | $167 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC COM | $167 | 0.00% | 4 | 4 | — | $167 | 新建仓 |
| LYFT | LYFT INC CL A COM | $146 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD ORD SHS CL A | $134 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LILAK | LIBERTY LATIN AMERICA LTD COM CL C | $132 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ZROZ | PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND | $126 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $117 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC COM NEW | $113 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | LIBERTY CAP CORP SER A GCI GROUP | $110 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC COM | $100 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| XPER | XPERI INC COMMON STOCK | $91 | 0.00% | 11 | 11 | — | $91 | 新建仓 |
| STRZ | STARZ ENTERTAINMENT CORP. COM | $87 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC COM | $75 | 0.00% | 27 | -4 | -12.9% | -$11 | 减仓 |
| — | EVOLUTION PETE CORP COM | $66 | 0.00% | 18 | 1 | 5.9% | $4 | 加仓 |
| — | OATLY GROUP AB SPONSORED ADS | $65 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $52 | 0.00% | 3 | -28 | -90.3% | -$485 | 减仓 |
| MTB | M & T BK CORP COM | $50 | 0.00% | 0 | -3 | -100.0% | -$659 | 清仓 |
| — | FILANA THERAPEUTICS INC COM | $48 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $41 | 0.00% | 3 | -1 | -25.0% | -$14 | 减仓 |
| MNA | NYLI MERGER ARBITRAGE ETF | $38 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | FUSION FUEL GREEN PLC SHS CL A | $29 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $28 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UIS | UNISYS CORP COM NEW | $26 | 0.00% | 7 | 7 | — | $26 | 新建仓 |
| FLCB | FRANKLIN U.S CORE BOND ETF | $25 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHARES NASDAQ 7HANDL INDEX ETF | $22 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION COM NEW | $20 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $19 | 0.00% | 10 | 2 | 25.0% | $4 | 加仓 |
| — | TILRAY BRANDS INC COM | $18 | 0.00% | 4 | -1 | -20.0% | -$4 | 减仓 |
| — | KNIGHTSCOPE INC CL A NEW | $16 | 0.00% | 8 | 4 | 100.0% | $8 | 加仓 |
| — | AIM IMMUNOTECH INC COM NEW | $9 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IPAR | INTERPARFUMS INC COM | $7 | 0.00% | 0 | 0 | — | -$6 | 清仓 |
| — | CHARGEPOINT HOLDINGS INC COM SHS | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | $3 | 0.00% | 6 | 3 | 100.0% | $2 | 加仓 |
| EXP | EAGLE MATLS INC COM | $3 | 0.00% | 0 | 0 | — | -$2 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | $2 | 0.00% | 6 | 3 | 100.0% | $1 | 加仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | $1 | 0.00% | 6 | 3 | 100.0% | $0 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $0 | 0.00% | 0 | -233,471 | -100.0% | -$1,255.37万 | 清仓 |
| EVSD | EATON VANCE SHORT DURATION INCOME ETF | $0 | 0.00% | 0 | -139,414 | -100.0% | -$710.18万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -17,770 | -100.0% | -$301.49万 | 清仓 |
| — | INVESCO 0-5 YR US TIPS ETF | $0 | 0.00% | 0 | -47,224 | -100.0% | -$123.49万 | 清仓 |
| — | BLACKROCK FLOATING RATE INCOME COM | $0 | 0.00% | 0 | -10,000 | -100.0% | -$11.02万 | 清仓 |
| AES | AES CORP COM | $0 | 0.00% | 0 | -7,767 | -100.0% | -$10.94万 | 清仓 |
| GFEB | FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | $0 | 0.00% | 0 | -2,472 | -100.0% | -$10.16万 | 清仓 |
| HTRB | HARTFORD TOTAL RETURN BOND ETF | $0 | 0.00% | 0 | -2,738 | -100.0% | -$9.24万 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -3,293 | -100.0% | -$8.52万 | 清仓 |
| — | MONROE CAP CORP COM | $0 | 0.00% | 0 | -14,230 | -100.0% | -$6.55万 | 清仓 |
| — | CLEARWAY ENERGY INC CL A | $0 | 0.00% | 0 | -1,410 | -100.0% | -$5.52万 | 清仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $0 | 0.00% | 0 | -5,000 | -100.0% | -$4.91万 | 清仓 |
| TEM | TEMPUS AI INC CL A | $0 | 0.00% | 0 | -1,057 | -100.0% | -$4.78万 | 清仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $0 | 0.00% | 0 | -2,175 | -100.0% | -$4.54万 | 清仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $0 | 0.00% | 0 | -445 | -100.0% | -$3.67万 | 清仓 |
| — | SKYWATER TECHNOLOGY INC COM | $0 | 0.00% | 0 | -1,200 | -100.0% | -$3.29万 | 清仓 |
| RSPF | INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF | $0 | 0.00% | 0 | -452 | -100.0% | -$3.23万 | 清仓 |
| FEBW | ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF | $0 | 0.00% | 0 | -900 | -100.0% | -$3.01万 | 清仓 |
| — | TIGO ENERGY INC COM | $0 | 0.00% | 0 | -6,906 | -100.0% | -$2.60万 | 清仓 |
| — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER | $0 | 0.00% | 0 | -650 | -100.0% | -$2.51万 | 清仓 |
| SCNM | STERLING CAPITAL NATIONAL MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -868 | -100.0% | -$2.16万 | 清仓 |
| AUR | AURORA INNOVATION INC CLASS A COM | $0 | 0.00% | 0 | -5,000 | -100.0% | -$2.06万 | 清仓 |
| DNP | DNP SELECT INCOME FD INC COM | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.06万 | 清仓 |
| — | BONDBLOXX USD HIGH YIELD BOND ENERGY SECTOR ETF | $0 | 0.00% | 0 | -483 | -100.0% | -$1.89万 | 清仓 |
| — | LUCID DIAGNOSTICS INC COM | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.73万 | 清仓 |
| — | ARROWMARK FINANCIAL CORP COM | $0 | 0.00% | 0 | -827 | -100.0% | -$1.58万 | 清仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $0 | 0.00% | 0 | -693 | -100.0% | -$1.56万 | 清仓 |
| — | FIRST TRUST CONSUMER STAPLES ALPHADEX FUND | $0 | 0.00% | 0 | -245 | -100.0% | -$1.56万 | 清仓 |
| QSPT | FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER | $0 | 0.00% | 0 | -485 | -100.0% | -$1.48万 | 清仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$9,998 | 清仓 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $0 | 0.00% | 0 | -224 | -100.0% | -$8,991 | 清仓 |
| SU | SUNCOR ENERGY INC NEW COM | $0 | 0.00% | 0 | -135 | -100.0% | -$8,925 | 清仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $0 | 0.00% | 0 | -183 | -100.0% | -$8,918 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $0 | 0.00% | 0 | -500 | -100.0% | -$7,960 | 清仓 |
| — | TCW CORPORATE BOND ETF | $0 | 0.00% | 0 | -151 | -100.0% | -$6,930 | 清仓 |
| — | NUVEEN WINSLOW LARGE-CAP GROWTH ESG ETF | $0 | 0.00% | 0 | -197 | -100.0% | -$6,587 | 清仓 |
| — | MFS CHARTER INCOME TR SH BEN INT | $0 | 0.00% | 0 | -1,046 | -100.0% | -$6,339 | 清仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $0 | 0.00% | 0 | -67 | -100.0% | -$6,209 | 清仓 |
| FXN | FIRST TRUST ENERGY ALPHADEX FUND | $0 | 0.00% | 0 | -209 | -100.0% | -$4,689 | 清仓 |
| WCN | WASTE CONNECTIONS INC COM | $0 | 0.00% | 0 | -26 | -100.0% | -$4,223 | 清仓 |