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 |
|---|---|---|---|---|---|---|---|---|
| ITW | ILLINOIS TOOL WKS INC COM | $36.17万 | 0.02% | 1,390 | 1,059 | 319.9% | $27.55万 | 加仓 |
| CRF | CORNERSTONE TOTAL RETURN FD COM | $36.15万 | 0.02% | 52,012 | 2,973 | 6.1% | $2.07万 | 加仓 |
| KJAN | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $36.11万 | 0.02% | 8,655 | 0 | 0.0% | — | 不变 |
| EVSM | EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF | $35.76万 | 0.02% | 7,125 | 4,900 | 220.2% | $24.59万 | 加仓 |
| QCOM | QUALCOMM INC COM | $35.52万 | 0.02% | 2,758 | 496 | 21.9% | $6.39万 | 加仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $35.49万 | 0.02% | 14,328 | -4,090 | -22.2% | -$10.13万 | 减仓 |
| FUL | FULLER H B CO COM | $35.38万 | 0.02% | 5,735 | 5,219 | 1,011.4% | $32.19万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $35.36万 | 0.02% | 13,498 | -534,913 | -97.5% | -$1,401.46万 | 减仓 |
| FTMS | FRANKLIN SHORT-TERM MUNICIPAL INCOME ETF | $34.82万 | 0.02% | 35,150 | 35,150 | — | $34.82万 | 新建仓 |
| FFOG | FRANKLIN FOCUSED GROWTH ETF FOCUSED GROWTH ETF | $34.60万 | 0.02% | 8,422 | 84 | 1.0% | $3,451 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $34.44万 | 0.02% | 9,103 | 64 | 0.7% | $2,422 | 加仓 |
| BSV | VANGUARD SHORT TERM BOND | $34.32万 | 0.02% | 4,378 | -1,145 | -20.7% | -$8.98万 | 减仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $34.28万 | 0.02% | 4,835 | 12 | 0.2% | $851 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $33.99万 | 0.02% | 1,479 | 25 | 1.7% | $5,746 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $33.66万 | 0.02% | 1,827 | 490 | 36.6% | $9.03万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $33.65万 | 0.02% | 1,683 | 177 | 11.8% | $3.54万 | 加仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $33.54万 | 0.02% | 12,773 | -33 | -0.3% | -$867 | 减仓 |
| — | TEUCRIUM WHEAT FUND | $32.96万 | 0.02% | 13,985 | 13,985 | — | $32.96万 | 新建仓 |
| GPC | GENUINE PARTS CO COM | $32.16万 | 0.02% | 3,041 | 2,056 | 208.7% | $21.74万 | 加仓 |
| TSSI | TSS INC DEL COM | $32.07万 | 0.02% | 24,650 | -11,200 | -31.2% | -$14.57万 | 减仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $31.86万 | 0.02% | 7,858 | -30 | -0.4% | -$1,216 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $31.56万 | 0.02% | 892 | 715 | 404.0% | $25.30万 | 加仓 |
| BA | BOEING CO COM | $31.55万 | 0.02% | 1,585 | 427 | 36.9% | $8.50万 | 加仓 |
| — | WESTERN ASSET INFLT LNK INC FD COM SH BEN INT | $31.17万 | 0.02% | 38,573 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | $31.12万 | 0.02% | 3,603 | 85 | 2.4% | $7,341 | 加仓 |
| EQT | EQT CORP COM | $30.99万 | 0.02% | 4,869 | -1,887 | -27.9% | -$12.01万 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL COM | $30.89万 | 0.02% | 8,899 | -2,657 | -23.0% | -$9.22万 | 减仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $30.85万 | 0.02% | 3,308 | -430 | -11.5% | -$4.01万 | 减仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $30.78万 | 0.02% | 6,860 | -8,418 | -55.1% | -$37.77万 | 减仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $30.41万 | 0.02% | 6,576 | 5,303 | 416.6% | $24.52万 | 加仓 |
| CSPF | COHEN & STEERS PREFERRED AND INCOME OPPORTUNITIES ACTIVE ETF | $30.26万 | 0.02% | 11,803 | 11,803 | — | $30.26万 | 新建仓 |
| GRC | GORMAN RUPP CO COM | $30.01万 | 0.02% | 4,829 | -500 | -9.4% | -$3.11万 | 减仓 |
| AGG | ISHARES AGGREGATE BOND ETF | $29.93万 | 0.02% | 3,015 | 709 | 30.7% | $7.04万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $29.78万 | 0.02% | 1,394 | -10 | -0.7% | -$2,137 | 减仓 |
| BP | BP PLC SPONSORED ADR | $29.77万 | 0.02% | 6,334 | -899 | -12.4% | -$4.23万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $29.73万 | 0.02% | 1,761 | -979 | -35.7% | -$16.53万 | 减仓 |
| CSCO | CISCO SYS INC COM | $29.67万 | 0.02% | 3,823 | 788 | 26.0% | $6.11万 | 加仓 |
| EVIM | EATON VANCE INTERMEDIATE MUNICIPAL INCOME ETF | $29.45万 | 0.02% | 5,604 | 2,800 | 99.9% | $14.71万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $29.35万 | 0.02% | 1,706 | -307 | -15.3% | -$5.28万 | 减仓 |
| SCYB | SCHWAB HIGH YIELD BOND ETF | $29.18万 | 0.02% | 11,224 | 670 | 6.3% | $1.74万 | 加仓 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $28.81万 | 0.02% | 3,856 | 1,837 | 91.0% | $13.73万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $28.77万 | 0.02% | 2,020 | 16 | 0.8% | $2,279 | 加仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $28.73万 | 0.02% | 10,005 | 2,944 | 41.7% | $8.45万 | 加仓 |
| SHY | ISHARES 1-3 YR TREASURY BOND ETF | $28.70万 | 0.02% | 3,476 | 1,485 | 74.6% | $12.26万 | 加仓 |
| NUE | NUCOR CORP COM | $28.28万 | 0.02% | 1,672 | -38 | -2.2% | -$6,427 | 减仓 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $27.91万 | 0.02% | 8,199 | -1,675 | -17.0% | -$5.70万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP COM | $27.75万 | 0.02% | 2,567 | 320 | 14.2% | $3.46万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $27.72万 | 0.02% | 871 | -32 | -3.5% | -$1.02万 | 减仓 |
| EBND | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $27.54万 | 0.02% | 13,343 | 236 | 1.8% | $4,871 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $27.50万 | 0.02% | 3,174 | -87 | -2.7% | -$7,538 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $27.45万 | 0.02% | 1,014 | 107 | 11.8% | $2.90万 | 加仓 |
| FEZ | STATE STREET SPDR EURO STOXX 50 ETF | $27.32万 | 0.02% | 4,401 | -795 | -15.3% | -$4.94万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $27.24万 | 0.02% | 1,954 | 202 | 11.5% | $2.82万 | 加仓 |
| AGGY | WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | $27.24万 | 0.02% | 6,269 | 211 | 3.5% | $9,167 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $26.93万 | 0.02% | 2,193 | 254 | 13.1% | $3.12万 | 加仓 |
| SCHQ | SCHWAB LONG-TERM U.S. TREASURY ETF | $26.34万 | 0.02% | 8,379 | 3,546 | 73.4% | $11.15万 | 加仓 |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $26.23万 | 0.02% | 2,284 | 0 | 0.0% | — | 不变 |
| BDVL | ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT | $26.08万 | 0.02% | 10,582 | 10,582 | — | $26.08万 | 新建仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $25.88万 | 0.02% | 2,946 | -339 | -10.3% | -$2.98万 | 减仓 |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | $25.37万 | 0.02% | 6,768 | 2,912 | 75.5% | $10.92万 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $25.19万 | 0.02% | 1,211 | -51 | -4.0% | -$1.06万 | 减仓 |
| IBHF | ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | $25.08万 | 0.02% | 10,930 | 36 | 0.3% | $826 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $25.07万 | 0.02% | 5,395 | 1,336 | 32.9% | $6.21万 | 加仓 |
| VST | VISTRA CORP COM | $24.89万 | 0.02% | 1,656 | 184 | 12.5% | $2.77万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $24.86万 | 0.02% | 1,079 | -243 | -18.4% | -$5.60万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $24.72万 | 0.02% | 4,228 | 103 | 2.5% | $6,022 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $24.70万 | 0.02% | 12,797 | 2,127 | 19.9% | $4.11万 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $24.52万 | 0.01% | 3,165 | 1,268 | 66.8% | $9.82万 | 加仓 |
| — | ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF | $24.49万 | 0.01% | 6,173 | 1,154 | 23.0% | $4.58万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $24.34万 | 0.01% | 2,590 | 75 | 3.0% | $7,049 | 加仓 |
| — | PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF | $24.19万 | 0.01% | 5,055 | -574 | -10.2% | -$2.75万 | 减仓 |
| VDE | VANGUARD ENERGY ETF | $24.19万 | 0.01% | 1,398 | 1,201 | 609.6% | $20.78万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $24.16万 | 0.01% | 1,886 | 715 | 61.1% | $9.16万 | 加仓 |
| DXYZ | DESTINY TECH100 INC COM SHS | $24.07万 | 0.01% | 8,987 | 2,160 | 31.6% | $5.78万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $24.06万 | 0.01% | 848 | -78 | -8.4% | -$2.21万 | 减仓 |
| O | REALTY INCOME CORP COM | $23.97万 | 0.01% | 3,918 | -11,101 | -73.9% | -$67.92万 | 减仓 |
| TNC | TENNANT CO COM | $23.79万 | 0.01% | 3,583 | 916 | 34.3% | $6.08万 | 加仓 |
| APH | AMPHENOL CORP CL A | $23.76万 | 0.01% | 1,880 | 214 | 12.8% | $2.70万 | 加仓 |
| PMAY | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | $23.68万 | 0.01% | 5,930 | 750 | 14.5% | $3.00万 | 加仓 |
| CSL | CARLISLE COS INC COM | $23.52万 | 0.01% | 705 | -12 | -1.7% | -$4,003 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $23.44万 | 0.01% | 2,259 | 509 | 29.1% | $5.28万 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $23.37万 | 0.01% | 4,110 | 2,010 | 95.7% | $11.43万 | 加仓 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER | $23.33万 | 0.01% | 6,100 | 0 | 0.0% | — | 不变 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $23.11万 | 0.01% | 8,962 | 4,891 | 120.1% | $12.61万 | 加仓 |
| APRW | ALLIANZIM U.S. EQUITY BUFFER20 APR ETF | $23.05万 | 0.01% | 6,516 | 24 | 0.4% | $849 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $23.03万 | 0.01% | 14,019 | 3,854 | 37.9% | $6.33万 | 加仓 |
| DIS | DISNEY WALT CO COM | $22.92万 | 0.01% | 2,378 | 135 | 6.0% | $1.30万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC COM CL A | $22.74万 | 0.01% | 4,025 | 105 | 2.7% | $5,933 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $22.46万 | 0.01% | 1,091 | 19 | 1.8% | $3,911 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $22.42万 | 0.01% | 4,487 | -95 | -2.1% | -$4,747 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $22.18万 | 0.01% | 566 | 81 | 16.7% | $3.17万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $22.16万 | 0.01% | 2,352 | -41 | -1.7% | -$3,863 | 减仓 |
| EMR | EMERSON ELEC CO COM | $21.85万 | 0.01% | 1,668 | -5,972 | -78.2% | -$78.23万 | 减仓 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JANUARY | $21.84万 | 0.01% | 8,049 | 451 | 5.9% | $1.22万 | 加仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $21.82万 | 0.01% | 2,452 | 1,577 | 180.2% | $14.04万 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $21.67万 | 0.01% | 14,164 | -1,264 | -8.2% | -$1.93万 | 减仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $21.66万 | 0.01% | 2,306 | -740 | -24.3% | -$6.95万 | 减仓 |
| FYLD | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | $21.37万 | 0.01% | 5,725 | -507 | -8.1% | -$1.89万 | 减仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER | $21.31万 | 0.01% | 8,588 | -5,245 | -37.9% | -$13.02万 | 减仓 |
| PSX | PHILLIPS 66 COM | $21.08万 | 0.01% | 1,157 | -23 | -1.9% | -$4,190 | 减仓 |