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 |
|---|---|---|---|---|---|---|---|---|
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $21.06万 | 0.01% | 2,615 | 18 | 0.7% | $1,450 | 加仓 |
| TLN | TALEN ENERGY CORP COM | $20.85万 | 0.01% | 653 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $20.78万 | 0.01% | 835 | -299 | -26.4% | -$7.44万 | 减仓 |
| IGF | ISHARES TRUST S&P GLOBAL INFRASTRUCTUR | $20.69万 | 0.01% | 3,088 | -1,245 | -28.7% | -$8.34万 | 减仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $20.69万 | 0.01% | 4,426 | 522 | 13.4% | $2.44万 | 加仓 |
| CPER | UNITED STATES COPPER INDEX FUND | $20.59万 | 0.01% | 5,981 | 3,351 | 127.4% | $11.54万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $20.57万 | 0.01% | 555 | -6 | -1.1% | -$2,224 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $20.52万 | 0.01% | 1,496 | 321 | 27.3% | $4.40万 | 加仓 |
| SGVT | SCHWAB GOVERNMENT MONEY MARKET ETF | $20.52万 | 0.01% | 2,037 | 31 | 1.5% | $3,122 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $20.46万 | 0.01% | 6,669 | 490 | 7.9% | $1.50万 | 加仓 |
| IGLD | FT VEST GOLD STRATEGY TARGET INCOME ETF | $20.44万 | 0.01% | 8,007 | -234 | -2.8% | -$5,974 | 减仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $20.34万 | 0.01% | 2,575 | 75 | 3.0% | $5,924 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $20.27万 | 0.01% | 5,646 | -267 | -4.5% | -$9,585 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $20.19万 | 0.01% | 327 | -130 | -28.4% | -$8.03万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC COM | $20.09万 | 0.01% | 1,025 | 0 | 0.0% | — | 不变 |
| PJUN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $20.06万 | 0.01% | 4,795 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR | $19.98万 | 0.01% | 6,550 | 402 | 6.5% | $1.23万 | 加仓 |
| TSN | TYSON FOODS INC CL A | $19.93万 | 0.01% | 3,111 | 1,186 | 61.6% | $7.60万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $19.88万 | 0.01% | 946 | 111 | 13.3% | $2.33万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $19.88万 | 0.01% | 8,729 | -2,087 | -19.3% | -$4.75万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO COM | $19.76万 | 0.01% | 2,103 | -70 | -3.2% | -$6,578 | 减仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $19.63万 | 0.01% | 3,751 | 150 | 4.2% | $7,850 | 加仓 |
| PPH | VANECK PHARMACEUTICAL ETF | $19.59万 | 0.01% | 1,886 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | $19.57万 | 0.01% | 4,333 | 686 | 18.8% | $3.10万 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $19.52万 | 0.01% | 3,842 | -228 | -5.6% | -$1.16万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $19.25万 | 0.01% | 1,055 | 85 | 8.8% | $1.55万 | 加仓 |
| WAT | WATERS CORP COM | $19.21万 | 0.01% | 645 | 252 | 64.1% | $7.50万 | 加仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $19.00万 | 0.01% | 3,178 | -731 | -18.7% | -$4.37万 | 减仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $18.94万 | 0.01% | 1,195 | 29 | 2.5% | $4,597 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $18.90万 | 0.01% | 1,633 | 431 | 35.9% | $4.99万 | 加仓 |
| MWA | MUELLER WTR PRODS INC COM SER A | $18.88万 | 0.01% | 6,866 | 624 | 10.0% | $1.72万 | 加仓 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $18.87万 | 0.01% | 2,356 | 839 | 55.3% | $6.72万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $18.83万 | 0.01% | 4,298 | 19 | 0.4% | $833 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $18.61万 | 0.01% | 3,069 | -54 | -1.7% | -$3,275 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $18.40万 | 0.01% | 3,331 | 1,195 | 55.9% | $6.60万 | 加仓 |
| GPGI | GPGI INC COM CL A | $18.12万 | 0.01% | 10,598 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $18.01万 | 0.01% | 615 | -7 | -1.1% | -$2,050 | 减仓 |
| NEM | NEWMONT CORP COM | $17.97万 | 0.01% | 1,660 | 13 | 0.8% | $1,407 | 加仓 |
| CNI | CANADIAN NATL RY CO COM | $17.86万 | 0.01% | 1,738 | 458 | 35.8% | $4.71万 | 加仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $17.57万 | 0.01% | 3,215 | 3,215 | — | $17.57万 | 新建仓 |
| AGNC | AGNC INVT CORP COM | $17.44万 | 0.01% | 17,386 | -9,000 | -34.1% | -$9.03万 | 减仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $17.40万 | 0.01% | 1,840 | -48 | -2.5% | -$4,540 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $17.28万 | 0.01% | 3,049 | 60 | 2.0% | $3,401 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF | $17.27万 | 0.01% | 5,189 | -347 | -6.3% | -$1.15万 | 减仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY | $17.26万 | 0.01% | 6,300 | 200 | 3.3% | $5,478 | 加仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER | $17.11万 | 0.01% | 6,507 | 4,646 | 249.7% | $12.22万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $17.10万 | 0.01% | 565 | 57 | 11.2% | $1.73万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC CL A | $17.03万 | 0.01% | 2,467 | 2,467 | — | $17.03万 | 新建仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JAN/JUL ETF | $17.03万 | 0.01% | 5,063 | 182 | 3.7% | $6,122 | 加仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $16.97万 | 0.01% | 3,416 | 271 | 8.6% | $1.35万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $16.77万 | 0.01% | 2,676 | -226 | -7.8% | -$1.42万 | 减仓 |
| MTBA | SIMPLIFY MBS ETF | $16.75万 | 0.01% | 3,387 | 22 | 0.7% | $1,088 | 加仓 |
| VTC | VANGUARD TOTAL CORPORATE BOND ETF | $16.70万 | 0.01% | 2,174 | 1,004 | 85.8% | $7.71万 | 加仓 |
| SO | SOUTHERN CO COM | $16.70万 | 0.01% | 1,730 | -5 | -0.3% | -$483 | 减仓 |
| AMRZ | AMRIZE LTD SHS | $16.69万 | 0.01% | 2,979 | -1,759 | -37.1% | -$9.85万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $16.68万 | 0.01% | 2,322 | 199 | 9.4% | $1.43万 | 加仓 |
| NYM | AB NEW YORK INTERMEDIATE MUNICIPAL ETF | $16.67万 | 0.01% | 6,681 | 117 | 1.8% | $2,919 | 加仓 |
| FSK | FS KKR CAP CORP COM | $16.54万 | 0.01% | 16,246 | -457 | -2.7% | -$4,652 | 减仓 |
| RWO | SPDR DJ GLOBAL REAL ESTATE ETF | $16.53万 | 0.01% | 3,611 | 74 | 2.1% | $3,387 | 加仓 |
| — | HONEYWELL INTL INC COM | $16.44万 | 0.01% | 727 | -77 | -9.6% | -$1.74万 | 减仓 |
| OR | OR ROYALTIES INC. COM SHS | $16.31万 | 0.01% | 4,290 | 4,290 | — | $16.31万 | 新建仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $16.29万 | 0.01% | 1,077 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $16.27万 | 0.01% | 4,142 | 5 | 0.1% | $196 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $16.16万 | 0.01% | 3,915 | 477 | 13.9% | $1.97万 | 加仓 |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $16.06万 | 0.01% | 4,722 | 2 | 0.0% | $68 | 加仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - DECEMBER | $16.03万 | 0.01% | 5,950 | 175 | 3.0% | $4,716 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $15.97万 | 0.01% | 774 | -2 | -0.3% | -$413 | 减仓 |
| HSY | HERSHEY CO COM | $15.95万 | 0.01% | 767 | 5 | 0.7% | $1,039 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $15.92万 | 0.01% | 3,134 | 24 | 0.8% | $1,219 | 加仓 |
| ALAI | ALGER AI ENABLERS & ADOPTERS ETF | $15.91万 | 0.01% | 4,816 | 4,741 | 6,321.3% | $15.66万 | 加仓 |
| — | VIRTUS NEWFLEET SECURITIZED INCOME ETF | $15.88万 | 0.01% | 6,567 | -189,903 | -96.7% | -$459.21万 | 减仓 |
| PALL | ABRDN PHYSICAL PALLADIUM SHARES ETF | $15.87万 | 0.01% | 1,178 | 487 | 70.5% | $6.56万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $15.83万 | 0.01% | 444 | 38 | 9.4% | $1.35万 | 加仓 |
| ADBE | ADOBE INC COM | $15.80万 | 0.01% | 650 | 29 | 4.7% | $7,049 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $15.73万 | 0.01% | 332 | 54 | 19.4% | $2.56万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $15.71万 | 0.01% | 3,332 | -424 | -11.3% | -$2.00万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $15.54万 | 0.01% | 944 | 54 | 6.1% | $8,888 | 加仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST | $15.49万 | 0.01% | 6,018 | -59 | -1.0% | -$1,519 | 减仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $15.48万 | 0.01% | 609 | -51 | -7.7% | -$1.30万 | 减仓 |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | $15.47万 | 0.01% | 868 | 718 | 478.7% | $12.80万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $15.44万 | 0.01% | 1,387 | -799 | -36.6% | -$8.90万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $15.35万 | 0.01% | 558 | 1 | 0.2% | $275 | 加仓 |
| IDCC | INTERDIGITAL INC COM | $15.31万 | 0.01% | 507 | -8 | -1.6% | -$2,416 | 减仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $15.30万 | 0.01% | 5,818 | 2,707 | 87.0% | $7.12万 | 加仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $15.20万 | 0.01% | 6,805 | 1,423 | 26.4% | $3.18万 | 加仓 |
| PSIX | POWER SOLUTIONS INTL INC COM NEW | $15.13万 | 0.01% | 2,485 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $15.13万 | 0.01% | 1,716 | 589 | 52.3% | $5.19万 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $15.11万 | 0.01% | 340 | -25 | -6.8% | -$1.11万 | 减仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $15.11万 | 0.01% | 3,001 | -114 | -3.7% | -$5,739 | 减仓 |
| OAIM | ONEASCENT INTERNATIONAL EQUITY ETF | $15.08万 | 0.01% | 3,503 | 255 | 7.9% | $1.10万 | 加仓 |
| JANW | ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF | $15.04万 | 0.01% | 4,123 | 56 | 1.4% | $2,043 | 加仓 |
| EYLD | CAMBRIA EMERGING SHAREHOLDER YIELD ETF | $14.95万 | 0.01% | 3,611 | 3,611 | — | $14.95万 | 新建仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $14.86万 | 0.01% | 1,253 | -428 | -25.5% | -$5.07万 | 减仓 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $14.85万 | 0.01% | 888 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $14.81万 | 0.01% | 2,047 | 0 | 0.0% | — | 不变 |
| FDEC | FT VEST US EQUITY BUFFER ETF - DECEMBER | $14.57万 | 0.01% | 2,930 | 0 | 0.0% | — | 不变 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $14.54万 | 0.01% | 1,505 | -193 | -11.4% | -$1.86万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP COM | $14.54万 | 0.01% | 2,236 | -849 | -27.5% | -$5.52万 | 减仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER | $14.40万 | 0.01% | 5,503 | -4,817 | -46.7% | -$12.61万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $14.37万 | 0.01% | 577 | 5 | 0.9% | $1,245 | 加仓 |