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 |
|---|---|---|---|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC COM CL A | $9.48万 | 0.01% | 543 | 8 | 1.5% | $1,397 | 加仓 |
| GNMA | ISHARES GNMA BOND ETF | $9.47万 | 0.01% | 2,137 | -5 | -0.2% | -$222 | 减仓 |
| CIM | CHIMERA INVT CORP COM SHS | $9.41万 | 0.01% | 7,500 | -6,666 | -47.1% | -$8.37万 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $9.38万 | 0.01% | 401 | 76 | 23.4% | $1.78万 | 加仓 |
| NTAP | NETAPP INC COM | $9.35万 | 0.01% | 913 | -13 | -1.4% | -$1,331 | 减仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $9.28万 | 0.01% | 1,090 | -30 | -2.7% | -$2,554 | 减仓 |
| HTRB | HARTFORD TOTAL RETURN BOND ETF | $9.24万 | 0.01% | 2,738 | -155 | -5.4% | -$5,229 | 减仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $9.18万 | 0.01% | 1,202 | -1,977 | -62.2% | -$15.10万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $9.17万 | 0.01% | 757 | 25 | 3.4% | $3,030 | 加仓 |
| — | FIRST TRUST SMALL CAP VALUE ALPHADEX FUND | $9.12万 | 0.01% | 1,477 | -31 | -2.1% | -$1,915 | 减仓 |
| EWJV | ISHARES MSCI JAPAN VALUE ETF | $9.12万 | 0.01% | 2,136 | 407 | 23.5% | $1.74万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $9.11万 | 0.01% | 431 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $9.05万 | 0.01% | 1,823 | 228 | 14.3% | $1.13万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $8.88万 | 0.01% | 678 | 109 | 19.2% | $1.43万 | 加仓 |
| WULF | TERAWULF INC COM | $8.86万 | 0.01% | 6,140 | 340 | 5.9% | $4,906 | 加仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $8.85万 | 0.01% | 950 | 15 | 1.6% | $1,397 | 加仓 |
| GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | $8.84万 | 0.01% | 2,168 | -11,525 | -84.2% | -$46.99万 | 减仓 |
| EGP | EASTGROUP PPTYS INC COM | $8.79万 | 0.01% | 475 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC COM | $8.78万 | 0.01% | 6,936 | 0 | 0.0% | — | 不变 |
| BNDC | FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND | $8.76万 | 0.01% | 3,941 | 3,361 | 579.5% | $7.47万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY | $8.72万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $8.64万 | 0.01% | 890 | -1,221 | -57.8% | -$11.86万 | 减仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $8.61万 | 0.01% | 1,397 | -1,798 | -56.3% | -$11.09万 | 减仓 |
| EWP | ISHARES MSCI SPAIN ETF | $8.59万 | 0.01% | 1,581 | -683 | -30.2% | -$3.71万 | 减仓 |
| NULV | NUVEEN ESG LARGE-CAP VALUE ETF | $8.54万 | 0.01% | 1,878 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP COMMON STOCK | $8.52万 | 0.01% | 3,293 | 703 | 27.1% | $1.82万 | 加仓 |
| DVY | ISHARES DJ SELECT DIVIDEND | $8.44万 | 0.01% | 558 | -99 | -15.1% | -$1.50万 | 减仓 |
| QHY | WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND | $8.41万 | 0.01% | 1,846 | 149 | 8.8% | $6,787 | 加仓 |
| AIS | VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF | $8.38万 | 0.01% | 2,000 | -2,000 | -50.0% | -$8.38万 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $8.35万 | 0.01% | 1,065 | -4 | -0.4% | -$314 | 减仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $8.33万 | 0.01% | 1,202 | -315 | -20.8% | -$2.18万 | 减仓 |
| RXI | ISHARES GLOBAL CONSUMER DISCRETIONARY ETF | $8.26万 | 0.01% | 443 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $8.24万 | 0.01% | 971 | 1 | 0.1% | $85 | 加仓 |
| BBDC | BARINGS BDC INC COM | $8.15万 | 0.00% | 9,900 | -1,316 | -11.7% | -$1.08万 | 减仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $8.14万 | 0.00% | 1,137 | 255 | 28.9% | $1.83万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC COM | $8.14万 | 0.00% | 2,523 | 2,523 | — | $8.14万 | 新建仓 |
| JFLX | JPMORGAN FLEXIBLE DEBT ETF | $8.12万 | 0.00% | 1,634 | 20 | 1.2% | $994 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF | $8.11万 | 0.00% | 2,568 | 24 | 0.9% | $758 | 加仓 |
| FPI | FARMLAND PARTNERS INC COM | $8.09万 | 0.00% | 7,201 | 1,824 | 33.9% | $2.05万 | 加仓 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JULY | $8.09万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC CL A | $8.04万 | 0.00% | 2,977 | 0 | 0.0% | — | 不变 |
| — | CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - DECEMBER | $7.94万 | 0.00% | 2,986 | 417 | 16.2% | $1.11万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $7.93万 | 0.00% | 200 | 48 | 31.6% | $1.90万 | 加仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - DECEMBER | $7.89万 | 0.00% | 3,046 | 108 | 3.7% | $2,799 | 加仓 |
| USMF | WISDOMTREE U.S. MULTIFACTOR FUND | $7.89万 | 0.00% | 1,597 | -157 | -9.0% | -$7,753 | 减仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $7.86万 | 0.00% | 1,689 | -203 | -10.7% | -$9,447 | 减仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $7.86万 | 0.00% | 2,424 | -25 | -1.0% | -$811 | 减仓 |
| MFC | MANULIFE FINL CORP COM | $7.85万 | 0.00% | 2,278 | 2 | 0.1% | $69 | 加仓 |
| XNTK | STATE STREET SPDR NYSE TECHNOLOGY ETF | $7.84万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $7.84万 | 0.00% | 858 | 44 | 5.4% | $4,018 | 加仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $7.79万 | 0.00% | 490 | 85 | 21.0% | $1.35万 | 加仓 |
| AOS | SMITH A O CORP COM | $7.75万 | 0.00% | 1,176 | 782 | 198.5% | $5.16万 | 加仓 |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | $7.71万 | 0.00% | 2,135 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $7.69万 | 0.00% | 503 | 59 | 13.3% | $9,020 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $7.65万 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $7.59万 | 0.00% | 3,400 | 0 | 0.0% | — | 不变 |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | $7.58万 | 0.00% | 872 | 704 | 419.0% | $6.12万 | 加仓 |
| LOUP | INNOVATOR DEEPWATER FRONTIER TECH ETF | $7.57万 | 0.00% | 1,100 | 200 | 22.2% | $1.38万 | 加仓 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $7.57万 | 0.00% | 4,115 | 408 | 11.0% | $7,508 | 加仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $7.57万 | 0.00% | 1,007 | 0 | 0.0% | — | 不变 |
| GGN | GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT | $7.55万 | 0.00% | 14,183 | 185 | 1.3% | $984 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $7.53万 | 0.00% | 2,258 | 272 | 13.7% | $9,076 | 加仓 |
| PFF | ISHARES S&P U.S. PREFERRED STOCK ETF | $7.49万 | 0.00% | 2,471 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $7.48万 | 0.00% | 1,351 | 102 | 8.2% | $5,646 | 加仓 |
| — | UNITED STATES COMMODITY INDEX FUND | $7.39万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $7.38万 | 0.00% | 1,019 | 182 | 21.7% | $1.32万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $7.33万 | 0.00% | 932 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $7.29万 | 0.00% | 229 | 131 | 133.7% | $4.17万 | 加仓 |
| — | LXP INDUSTRIAL TRUST COM | $7.27万 | 0.00% | 1,572 | 458 | 41.1% | $2.12万 | 加仓 |
| VAW | VANGUARD MATERIALS ETF | $7.26万 | 0.00% | 322 | 237 | 278.8% | $5.34万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $7.24万 | 0.00% | 1,759 | 0 | 0.0% | — | 不变 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF | $7.20万 | 0.00% | 1,639 | 139 | 9.3% | $6,110 | 加仓 |
| PWR | QUANTA SVCS INC COM | $7.19万 | 0.00% | 131 | 54 | 70.1% | $2.96万 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $7.19万 | 0.00% | 1,260 | 0 | 0.0% | — | 不变 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - OCTOBER | $7.18万 | 0.00% | 3,267 | 371 | 12.8% | $8,158 | 加仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC COM | $7.18万 | 0.00% | 4,518 | 965 | 27.2% | $1.53万 | 加仓 |
| PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $7.16万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $7.14万 | 0.00% | 774 | 209 | 37.0% | $1.93万 | 加仓 |
| UMH | UMH PPTYS INC COM | $7.11万 | 0.00% | 4,930 | 1,435 | 41.1% | $2.07万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $7.11万 | 0.00% | 3,362 | 62 | 1.9% | $1,311 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $7.10万 | 0.00% | 2,912 | -11,647 | -80.0% | -$28.41万 | 减仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $7.09万 | 0.00% | 501 | 9 | 1.8% | $1,274 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $7.08万 | 0.00% | 586 | 1 | 0.2% | $121 | 加仓 |
| SETM | SPROTT CRITICAL MATERIALS ETF | $7.06万 | 0.00% | 2,133 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $7.03万 | 0.00% | 2,100 | 2,100 | — | $7.03万 | 新建仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $7.01万 | 0.00% | 1,225 | 70 | 6.1% | $4,003 | 加仓 |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $6.97万 | 0.00% | 1,023 | -200 | -16.4% | -$1.36万 | 减仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $6.94万 | 0.00% | 831 | 0 | 0.0% | — | 不变 |
| LBRT | LIBERTY ENERGY INC COM CL A | $6.92万 | 0.00% | 2,403 | 803 | 50.2% | $2.31万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $6.91万 | 0.00% | 237 | -51 | -17.7% | -$1.49万 | 减仓 |
| UDR | UDR INC COM | $6.91万 | 0.00% | 2,045 | 517 | 33.8% | $1.75万 | 加仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $6.91万 | 0.00% | 7,378 | -626 | -7.8% | -$5,859 | 减仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $6.89万 | 0.00% | 2,462 | 708 | 40.4% | $1.98万 | 加仓 |
| KEY | KEYCORP COM | $6.89万 | 0.00% | 3,438 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $6.82万 | 0.00% | 859 | 6 | 0.7% | $476 | 加仓 |
| FDX | FEDEX CORP COM | $6.79万 | 0.00% | 191 | -126 | -39.7% | -$4.48万 | 减仓 |
| EPS | WISDOMTREE U.S. LARGECAP FUND | $6.77万 | 0.00% | 994 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $6.76万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVT CORP COM | $6.74万 | 0.00% | 15,000 | 15,000 | — | $6.74万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $6.73万 | 0.00% | 361 | -6 | -1.6% | -$1,119 | 减仓 |