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 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC SHS | $130.09万 | 0.08% | 15,013 | -3,111 | -17.2% | -$26.96万 | 减仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $129.30万 | 0.08% | 15,539 | 837 | 5.7% | $6.96万 | 加仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $128.70万 | 0.08% | 12,643 | 1,211 | 10.6% | $12.33万 | 加仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $128.67万 | 0.08% | 40,017 | 40,017 | — | $128.67万 | 新建仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $126.94万 | 0.08% | 5,902 | 7 | 0.1% | $1,506 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $126.56万 | 0.08% | 38,410 | 4,806 | 14.3% | $15.84万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $124.49万 | 0.08% | 15,449 | 2,615 | 20.4% | $21.07万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $124.31万 | 0.08% | 12,350 | 10,793 | 693.2% | $108.64万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $123.93万 | 0.08% | 2,050 | -2,363 | -53.5% | -$142.85万 | 减仓 |
| — | INVESCO 0-5 YR US TIPS ETF | $123.49万 | 0.08% | 47,224 | 1,730 | 3.8% | $4.52万 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $121.93万 | 0.07% | 52,285 | 220 | 0.4% | $5,130 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $120.33万 | 0.07% | 5,915 | 286 | 5.1% | $5.82万 | 加仓 |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $119.00万 | 0.07% | 42,152 | -2,419 | -5.4% | -$6.83万 | 减仓 |
| AFL | AFLAC INC COM | $118.67万 | 0.07% | 10,817 | 3,906 | 56.5% | $42.85万 | 加仓 |
| CSX | CSX CORP COM | $117.28万 | 0.07% | 28,570 | -906 | -3.1% | -$3.72万 | 减仓 |
| SCHP | SCHWAB US TIPS ETF | $114.80万 | 0.07% | 43,141 | -2,385 | -5.2% | -$6.35万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $114.74万 | 0.07% | 2,489 | 2,242 | 907.7% | $103.35万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $114.26万 | 0.07% | 1,675 | 58 | 3.6% | $3.96万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $112.38万 | 0.07% | 4,597 | -39 | -0.8% | -$9,534 | 减仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $108.83万 | 0.07% | 32,258 | 3,342 | 11.6% | $11.28万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $108.59万 | 0.07% | 35,602 | 20,817 | 140.8% | $63.49万 | 加仓 |
| VGUS | VANGUARD ULTRA-SHORT TREASURY ETF | $107.81万 | 0.07% | 14,250 | 6,503 | 83.9% | $49.20万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $104.97万 | 0.06% | 37,691 | -366 | -1.0% | -$1.02万 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $100.96万 | 0.06% | 10,079 | 5,279 | 110.0% | $52.88万 | 加仓 |
| IRM | IRON MTN INC DEL COM | $100.90万 | 0.06% | 9,879 | 9,740 | 7,007.2% | $99.48万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $100.88万 | 0.06% | 2,986 | 213 | 7.7% | $7.20万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $96.79万 | 0.06% | 8,731 | 148 | 1.7% | $1.64万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $96.01万 | 0.06% | 19,080 | 16,761 | 722.8% | $84.34万 | 加仓 |
| SPDW | SPDR S&P WORLD EX-US | $94.00万 | 0.06% | 20,591 | 2,670 | 14.9% | $12.19万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $93.82万 | 0.06% | 10,238 | -914 | -8.2% | -$8.38万 | 减仓 |
| ETN | EATON CORP PLC SHS | $93.27万 | 0.06% | 2,608 | 56 | 2.2% | $2.00万 | 加仓 |
| NOCT | INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER | $92.55万 | 0.06% | 16,420 | 220 | 1.4% | $1.24万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $92.14万 | 0.06% | 2,360 | -60 | -2.5% | -$2.34万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $91.83万 | 0.06% | 12,470 | 410 | 3.4% | $3.02万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $91.12万 | 0.06% | 9,811 | -3,170 | -24.4% | -$29.44万 | 减仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $90.86万 | 0.06% | 38,368 | -3,581 | -8.5% | -$8.48万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $90.57万 | 0.06% | 19,736 | 788 | 4.2% | $3.62万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $90.28万 | 0.05% | 5,582 | 85 | 1.5% | $1.37万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $90.11万 | 0.05% | 9,204 | 2,121 | 29.9% | $20.77万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $88.93万 | 0.05% | 2,577 | -89 | -3.3% | -$3.07万 | 减仓 |
| BAC | BANK AMERICA CORP COM | $88.86万 | 0.05% | 18,227 | 434 | 2.4% | $2.12万 | 加仓 |
| CRM | SALESFORCE INC COM | $88.37万 | 0.05% | 4,734 | 139 | 3.0% | $2.59万 | 加仓 |
| META | META PLATFORMS INC CL A | $87.98万 | 0.05% | 1,538 | -381 | -19.9% | -$21.79万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $87.84万 | 0.05% | 5,479 | 61 | 1.1% | $9,780 | 加仓 |
| LQD | ISHARES IBOXX CORPORATE BOND ETF | $86.75万 | 0.05% | 7,959 | 412 | 5.5% | $4.49万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $86.62万 | 0.05% | 11,233 | 4,306 | 62.2% | $33.20万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $86.46万 | 0.05% | 11,821 | -8,056 | -40.5% | -$58.92万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $85.75万 | 0.05% | 9,251 | -1,206 | -11.5% | -$11.18万 | 减仓 |
| NAPR | INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL | $84.77万 | 0.05% | 15,520 | 0 | 0.0% | — | 不变 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JAN ETF | $84.65万 | 0.05% | 30,967 | -7,636 | -19.8% | -$20.87万 | 减仓 |
| USB | US BANCORP COM NEW | $82.51万 | 0.05% | 15,865 | -42 | -0.3% | -$2,184 | 减仓 |
| HRL | HORMEL FOODS CORP COM | $82.40万 | 0.05% | 36,379 | -45,896 | -55.8% | -$103.96万 | 减仓 |
| AGZ | ISHARES AGENCY BOND ETF | $81.88万 | 0.05% | 7,464 | -1,002 | -11.8% | -$10.99万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $81.71万 | 0.05% | 8,470 | -8,758 | -50.8% | -$84.49万 | 减仓 |
| EVTR | EATON VANCE TOTAL RETURN BOND ETF | $81.44万 | 0.05% | 16,048 | -84 | -0.5% | -$4,263 | 减仓 |
| SLB | SLB LIMITED COM STK | $80.88万 | 0.05% | 15,738 | -91 | -0.6% | -$4,677 | 减仓 |
| SDCI | USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND | $80.56万 | 0.05% | 29,573 | 3,890 | 15.1% | $10.60万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $80.50万 | 0.05% | 27,681 | 2,763 | 11.1% | $8.03万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $80.28万 | 0.05% | 11,725 | 11,635 | 12,927.8% | $79.66万 | 加仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $79.42万 | 0.05% | 18,219 | -10,475 | -36.5% | -$45.66万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $78.96万 | 0.05% | 7,414 | -192 | -2.5% | -$2.04万 | 减仓 |
| MCD | MCDONALDS CORP COM | $78.35万 | 0.05% | 2,521 | -642 | -20.3% | -$19.95万 | 减仓 |
| ORCL | ORACLE CORP COM | $78.29万 | 0.05% | 5,322 | -754 | -12.4% | -$11.09万 | 减仓 |
| — | FRANKLIN LTD DURATION INCOME T COM | $78.04万 | 0.05% | 133,856 | 21,465 | 19.1% | $12.51万 | 加仓 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $77.58万 | 0.05% | 11,078 | 1,204 | 12.2% | $8.43万 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $77.21万 | 0.05% | 4,180 | -1,279 | -23.4% | -$23.62万 | 减仓 |
| RSG | REPUBLIC SVCS INC COM | $77.16万 | 0.05% | 3,523 | 63 | 1.8% | $1.38万 | 加仓 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $76.96万 | 0.05% | 15,252 | 15,252 | — | $76.96万 | 新建仓 |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | $76.78万 | 0.05% | 14,371 | 271 | 1.9% | $1.45万 | 加仓 |
| V | VISA INC COM CL A | $76.69万 | 0.05% | 2,537 | 388 | 18.1% | $11.73万 | 加仓 |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $76.39万 | 0.05% | 15,908 | -1,289 | -7.5% | -$6.19万 | 减仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $74.77万 | 0.05% | 14,942 | 1,464 | 10.9% | $7.33万 | 加仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $74.45万 | 0.05% | 32,827 | -379 | -1.1% | -$8,596 | 减仓 |
| NJAN | INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | $73.97万 | 0.04% | 13,860 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $73.80万 | 0.04% | 5,633 | -459 | -7.5% | -$6.01万 | 减仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $73.43万 | 0.04% | 20,274 | 1,635 | 8.8% | $5.92万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $73.07万 | 0.04% | 31,895 | 17,194 | 117.0% | $39.39万 | 加仓 |
| XSVM | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | $72.59万 | 0.04% | 12,046 | 642 | 5.6% | $3.87万 | 加仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $70.90万 | 0.04% | 11,731 | -10,253 | -46.6% | -$61.97万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $69.84万 | 0.04% | 10,249 | -11,801 | -53.5% | -$80.41万 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $69.84万 | 0.04% | 506 | -33 | -6.1% | -$4.55万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $68.95万 | 0.04% | 2,374 | -896 | -27.4% | -$26.02万 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $68.94万 | 0.04% | 5,820 | -96 | -1.6% | -$1.14万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $68.43万 | 0.04% | 5,504 | -658 | -10.7% | -$8.18万 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVESTME COM | $68.42万 | 0.04% | 93,982 | 2,873 | 3.2% | $2.09万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $68.40万 | 0.04% | 134,124 | -13,328 | -9.0% | -$6.80万 | 减仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $68.34万 | 0.04% | 3,043 | -59 | -1.9% | -$1.33万 | 减仓 |
| CMI | CUMMINS INC COM | $68.12万 | 0.04% | 1,266 | 36 | 2.9% | $1.94万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $66.78万 | 0.04% | 6,998 | 2,130 | 43.8% | $20.33万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $66.60万 | 0.04% | 1,562 | -28 | -1.8% | -$1.19万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $66.42万 | 0.04% | 8,606 | 259 | 3.1% | $2.00万 | 加仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $64.69万 | 0.04% | 36,446 | -796 | -2.1% | -$1.41万 | 减仓 |
| BKH | BLACK HILLS CORP COM | $64.65万 | 0.04% | 9,315 | 6,483 | 228.9% | $45.00万 | 加仓 |
| UNP | UNION PAC CORP COM | $62.89万 | 0.04% | 2,592 | -27 | -1.0% | -$6,552 | 减仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $62.78万 | 0.04% | 10,601 | 2,811 | 36.1% | $16.65万 | 加仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $62.70万 | 0.04% | 13,640 | -340 | -2.4% | -$1.56万 | 减仓 |
| SYY | SYSCO CORP COM | $62.21万 | 0.04% | 8,721 | -2,803 | -24.3% | -$19.99万 | 减仓 |
| PPG | PPG INDS INC COM | $62.19万 | 0.04% | 5,819 | -2,196 | -27.4% | -$23.47万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $62.05万 | 0.04% | 3,753 | 165 | 4.6% | $2.73万 | 加仓 |
| VG | VENTURE GLOBAL INC COM CL A | $61.93万 | 0.04% | 39,299 | 38,934 | 10,666.8% | $61.36万 | 加仓 |