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 |
|---|---|---|---|---|---|---|---|---|
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $14.30万 | 0.01% | 9,505 | 300 | 3.3% | $4,515 | 加仓 |
| RHLD | RESOLUTE HLDGS MGMT INC COM | $14.23万 | 0.01% | 877 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - JUNE | $14.20万 | 0.01% | 4,540 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $14.19万 | 0.01% | 664 | 35 | 5.6% | $7,478 | 加仓 |
| BFEB | INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY | $14.07万 | 0.01% | 2,950 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $13.99万 | 0.01% | 1,455 | 5 | 0.3% | $481 | 加仓 |
| DK | DELEK US HLDGS INC NEW COM | $13.98万 | 0.01% | 3,102 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $13.97万 | 0.01% | 566 | 526 | 1,315.0% | $12.99万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $13.79万 | 0.01% | 4,006 | 1,700 | 73.7% | $5.85万 | 加仓 |
| LIN | LINDE PLC SHS | $13.57万 | 0.01% | 274 | -13 | -4.5% | -$6,439 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $13.55万 | 0.01% | 4,043 | -278 | -6.4% | -$9,321 | 减仓 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $13.51万 | 0.01% | 1,230 | 286 | 30.3% | $3.14万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $13.35万 | 0.01% | 1,439 | 74 | 5.4% | $6,865 | 加仓 |
| — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF | $13.34万 | 0.01% | 3,949 | 832 | 26.7% | $2.81万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $13.31万 | 0.01% | 739 | -15 | -2.0% | -$2,702 | 减仓 |
| FTS | FORTIS INC COM | $13.29万 | 0.01% | 2,382 | -649 | -21.4% | -$3.62万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $13.26万 | 0.01% | 535 | -25 | -4.5% | -$6,198 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $13.22万 | 0.01% | 841 | 1 | 0.1% | $157 | 加仓 |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $13.16万 | 0.01% | 2,950 | -50 | -1.7% | -$2,231 | 减仓 |
| — | INVESCO S&P 500 CONCENTRATED QVM ETF | $13.16万 | 0.01% | 2,213 | -9,612 | -81.3% | -$57.14万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $13.12万 | 0.01% | 1,649 | 212 | 14.8% | $1.69万 | 加仓 |
| TJX | TJX COS INC NEW COM | $12.94万 | 0.01% | 810 | 2 | 0.2% | $320 | 加仓 |
| OCTW | ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF | $12.82万 | 0.01% | 3,332 | 722 | 27.7% | $2.78万 | 加仓 |
| URI | UNITED RENTALS INC COM | $12.76万 | 0.01% | 175 | 35 | 25.0% | $2.55万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $12.75万 | 0.01% | 255 | 49 | 23.8% | $2.45万 | 加仓 |
| — | PACER CASH COWS FUND OF FUNDS ETF | $12.69万 | 0.01% | 2,774 | 0 | 0.0% | — | 不变 |
| DAUG | FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST | $12.67万 | 0.01% | 2,909 | 0 | 0.0% | — | 不变 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $12.60万 | 0.01% | 1,313 | -205 | -13.5% | -$1.97万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $12.58万 | 0.01% | 766 | 301 | 64.7% | $4.94万 | 加仓 |
| RGLD | ROYAL GOLD INC COM | $12.54万 | 0.01% | 493 | -34 | -6.5% | -$8,647 | 减仓 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $12.50万 | 0.01% | 5,441 | 0 | 0.0% | — | 不变 |
| HEGD | SWAN HEDGED EQUITY US LARGE CAP ETF | $12.49万 | 0.01% | 5,057 | -40 | -0.8% | -$988 | 减仓 |
| UBS | UBS GROUP AG SHS | $12.40万 | 0.01% | 3,175 | 306 | 10.7% | $1.20万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $12.40万 | 0.01% | 1,865 | 1 | 0.1% | $66 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $12.36万 | 0.01% | 1,701 | 18 | 1.1% | $1,308 | 加仓 |
| TECL | DIREXION DAILY TECHNOLOGY BULL 3X ETF | $12.32万 | 0.01% | 1,423 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $12.18万 | 0.01% | 1,323 | -36 | -2.6% | -$3,315 | 减仓 |
| VIRT | VIRTU FINL INC CL A | $12.12万 | 0.01% | 2,756 | 0 | 0.0% | — | 不变 |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $11.96万 | 0.01% | 2,310 | -38 | -1.6% | -$1,968 | 减仓 |
| JNK | SPDR HIGH YIELD BOND ETF | $11.95万 | 0.01% | 1,248 | -1,190 | -48.8% | -$11.39万 | 减仓 |
| PNOV | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | $11.85万 | 0.01% | 2,900 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES NEW YORK MUNI BOND ETF | $11.83万 | 0.01% | 2,226 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $11.73万 | 0.01% | 2,360 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $11.70万 | 0.01% | 2,348 | -320 | -12.0% | -$1.59万 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $11.66万 | 0.01% | 800 | 21 | 2.7% | $3,061 | 加仓 |
| WELL | WELLTOWER INC COM | $11.64万 | 0.01% | 589 | 6 | 1.0% | $1,186 | 加仓 |
| IBND | SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF | $11.54万 | 0.01% | 3,714 | 2,503 | 206.7% | $7.78万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $11.49万 | 0.01% | 1,742 | 215 | 14.1% | $1.42万 | 加仓 |
| GWW | WW GRAINGER INC COM | $11.44万 | 0.01% | 105 | -4 | -3.7% | -$4,359 | 减仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $11.41万 | 0.01% | 2,227 | 0 | 0.0% | — | 不变 |
| PDEC | INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $11.39万 | 0.01% | 2,680 | -95 | -3.4% | -$4,038 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $11.28万 | 0.01% | 85 | 17 | 25.0% | $2.26万 | 加仓 |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $11.26万 | 0.01% | 1,419 | -524 | -27.0% | -$4.16万 | 减仓 |
| NDSN | NORDSON CORP COM | $11.20万 | 0.01% | 421 | -47 | -10.0% | -$1.25万 | 减仓 |
| PODD | INSULET CORP COM | $11.18万 | 0.01% | 533 | 69 | 14.9% | $1.45万 | 加仓 |
| — | BLACKROCK FLOATING RATE INCOME COM | $11.02万 | 0.01% | 10,000 | 10,000 | — | $11.02万 | 新建仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $10.99万 | 0.01% | 4,605 | -1,259 | -21.5% | -$3.01万 | 减仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $10.98万 | 0.01% | 927 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC CL A NEW | $10.97万 | 0.01% | 879 | -54 | -5.8% | -$6,739 | 减仓 |
| AES | AES CORP COM | $10.94万 | 0.01% | 7,767 | 7,665 | 7,514.7% | $10.80万 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $10.88万 | 0.01% | 535 | -34 | -6.0% | -$6,912 | 减仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $10.84万 | 0.01% | 2,942 | 1,517 | 106.5% | $5.59万 | 加仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $10.82万 | 0.01% | 6,312 | 69 | 1.1% | $1,183 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $10.82万 | 0.01% | 3,769 | -288 | -7.1% | -$8,268 | 减仓 |
| STLD | STEEL DYNAMICS INC | $10.79万 | 0.01% | 599 | 53 | 9.7% | $9,545 | 加仓 |
| — | EVENTIDE LARGE CAP GROWTH ETF | $10.75万 | 0.01% | 4,606 | 2,511 | 119.9% | $5.86万 | 加仓 |
| GWX | STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $10.74万 | 0.01% | 2,544 | 36 | 1.4% | $1,520 | 加仓 |
| CCJ | CAMECO CORP COM | $10.73万 | 0.01% | 988 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $10.71万 | 0.01% | 702 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO NASDAQ 100 ETF | $10.70万 | 0.01% | 450 | -198 | -30.6% | -$4.71万 | 减仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $10.63万 | 0.01% | 1,055 | -623 | -37.1% | -$6.27万 | 减仓 |
| SFLR | INNOVATOR EQUITY MANAGED FLOOR ETF | $10.62万 | 0.01% | 3,000 | 3,000 | — | $10.62万 | 新建仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $10.60万 | 0.01% | 559 | -70 | -11.1% | -$1.33万 | 减仓 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $10.47万 | 0.01% | 1,864 | 27 | 1.5% | $1,517 | 加仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $10.45万 | 0.01% | 1,404 | -120 | -7.9% | -$8,933 | 减仓 |
| DE | DEERE & CO COM | $10.45万 | 0.01% | 185 | -291 | -61.1% | -$16.43万 | 减仓 |
| — | VIRTUS STONE HBR EMRG MKTS INC COM | $10.41万 | 0.01% | 21,781 | 131 | 0.6% | $626 | 加仓 |
| SYK | STRYKER CORPORATION COM | $10.38万 | 0.01% | 316 | -105 | -24.9% | -$3.45万 | 减仓 |
| — | NEUBERGER HIGH YIELD ST FD INC COM | $10.37万 | 0.01% | 16,000 | 16,000 | — | $10.37万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $10.36万 | 0.01% | 510 | -626 | -55.1% | -$12.72万 | 减仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - SEPTEMBER | $10.35万 | 0.01% | 3,600 | 0 | 0.0% | — | 不变 |
| — | SEABRIDGE GOLD INC COM | $10.30万 | 0.01% | 3,635 | -845 | -18.9% | -$2.39万 | 减仓 |
| DECW | ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF | $10.22万 | 0.01% | 3,059 | -408 | -11.8% | -$1.36万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $10.17万 | 0.01% | 1,764 | -43 | -2.4% | -$2,479 | 减仓 |
| GFEB | FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | $10.16万 | 0.01% | 2,472 | 2,000 | 423.7% | $8.22万 | 加仓 |
| PAUG | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $10.15万 | 0.01% | 2,375 | 0 | 0.0% | — | 不变 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $10.02万 | 0.01% | 5,977 | -1,376 | -18.7% | -$2.31万 | 减仓 |
| WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUND | $9.99万 | 0.01% | 2,518 | 86 | 3.5% | $3,414 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $9.96万 | 0.01% | 2,999 | -776 | -20.6% | -$2.58万 | 减仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $9.92万 | 0.01% | 1,091 | 0 | 0.0% | — | 不变 |
| IQDG | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | $9.91万 | 0.01% | 2,468 | -148 | -5.7% | -$5,941 | 减仓 |
| GNRC | GENERAC HLDGS INC COM | $9.86万 | 0.01% | 505 | 5 | 1.0% | $977 | 加仓 |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETF | $9.83万 | 0.01% | 1,948 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $9.81万 | 0.01% | 1,106 | 26 | 2.4% | $2,306 | 加仓 |
| DGRS | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | $9.79万 | 0.01% | 1,848 | 258 | 16.2% | $1.37万 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $9.76万 | 0.01% | 134 | 13 | 10.7% | $9,467 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $9.67万 | 0.01% | 1,644 | -424 | -20.5% | -$2.49万 | 减仓 |
| BLK | BLACKROCK INC COM | $9.65万 | 0.01% | 100 | -2 | -2.0% | -$1,931 | 减仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED APR ETF | $9.61万 | 0.01% | 3,350 | -300 | -8.2% | -$8,608 | 减仓 |
| PRF | INVESCO RAFI US 1000 ETF | $9.51万 | 0.01% | 2,001 | -325 | -14.0% | -$1.54万 | 减仓 |