13F 机构持仓

CREATIVE FINANCIAL DESIGNS INC /ADV

KOKOMO IN · SEC CIK 0000819864

2026Q22026Q1 更早 9 个季度 🔒
$21.00亿2026Q2 申报市值
2,257持仓数
20.6%前十大占比 · 第一大 4.6%
191 / 105新建仓 / 清仓
申报市值走势$21.00亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTV 4.6%
BKIE 2.4%
VGIT 2.2%
ELCV 1.9%
AAPL 1.7%
LLY 1.7%
PTL 1.6%
GARP 1.6%
AMZN 1.5%
BIBL 1.4%

2026Q2 买入最多 按季末市值估算

GARP 加仓+$2,858.69万
ELCV 加仓+$2,842.20万
AVUS 新建仓+$2,785.62万
TRFK 加仓+$2,665.61万
BIBL 加仓+$2,507.62万

2026Q2 卖出最多 按季末市值估算

VONG 减仓-$1,488.14万
FBND 减仓-$1,291.21万
PTNQ 减仓-$1,287.17万
JBND 清仓-$1,255.37万
TPIF 减仓-$1,110.45万

2026Q2 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 - $13.79万0.01%2,618 30.1% $158 加仓
AG FIRST MAJESTIC SILVER CORP COM $13.78万0.01%8,126 -8,728-51.8% -$14.80万 减仓
OCTW ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF $13.77万0.01%3,367 351.1% $1,432 加仓
DAUG FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST $13.74万0.01%2,934 250.9% $1,171 加仓
— FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER $13.73万0.01%4,986 -517-9.4% -$1.42万 减仓
— INVESCO S&P 500 CONCENTRATED QVM ETF $13.68万0.01%1,958 -255-11.5% -$1.78万 减仓
ASML ASML HLDG NV N Y REGISTRY SHS $13.62万0.01%68 -17-20.0% -$3.40万 减仓
FTS FORTIS INC COM $13.55万0.01%2,369 -13-0.5% -$744 减仓
ITT ITT INC COM $13.53万0.01%684 406146.0% $8.03万 加仓
HEGD SWAN HEDGED EQUITY US LARGE CAP ETF $13.48万0.01%5,057 00.0% — 不变
IAU ISHARES GOLD TRUST $13.44万0.01%1,780 643.7% $4,833 加仓
QQQI NEOS NASDAQ 100 HIGH INCOME ETF $13.40万0.01%2,360 00.0% — 不变
HSY HERSHEY CO COM $13.37万0.01%762 -5-0.7% -$877 减仓
WELL WELLTOWER INC COM $13.36万0.01%589 00.0% — 不变
EDV VANGUARD EXTENDED DURATION TREASURY ETF $13.28万0.01%2,041 2,041— $13.28万 新建仓
VDE VANGUARD ENERGY ETF $13.28万0.01%885 -513-36.7% -$7.70万 减仓
DEO DIAGEO PLC SPON ADR NEW $13.26万0.01%1,649 24517.5% $1.97万 加仓
CMCSA COMCAST CORP NEW CL A $13.25万0.01%5,398 1,62943.2% $4.00万 加仓
EEM ISHARES MSCI EMERGING MARKETS ETF $13.19万0.01%1,928 1,400265.2% $9.58万 加仓
ADP AUTOMATIC DATA PROCESSING INC COM $13.18万0.01%589 5410.1% $1.21万 加仓
PAYX PAYCHEX INC COM $13.16万0.01%1,338 151.1% $1,475 加仓
— PACER CASH COWS FUND OF FUNDS ETF $13.06万0.01%2,774 00.0% — 不变
— ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF $13.04万0.01%3,636 -313-7.9% -$1.12万 减仓
KMI KINDER MORGAN INC DEL COM $13.01万0.01%4,070 270.7% $863 加仓
JANW ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF $13.00万0.01%3,362 -761-18.5% -$2.94万 减仓
ADM ARCHER DANIELS MIDLAND CO COM $13.00万0.01%1,701 00.0% — 不变
STLD STEEL DYNAMICS INC $12.96万0.01%565 -34-5.7% -$7,799 减仓
ARTY ISHARES FUTURE AI & TECH ETF $12.87万0.01%1,690 10.1% $76 加仓
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER $12.86万0.01%2,900 00.0% — 不变
IWS ISHARES RUSSELL MID-CAP VALUE ETF $12.82万0.01%779 -21-2.6% -$3,457 减仓
UTG REAVES UTIL INCOME FD COM SH BEN INT $12.81万0.01%3,146 -996-24.0% -$4.06万 减仓
LMUB ISHARES LONG-TERM NATIONAL MUNI BOND ETF $12.72万0.01%2,483 2,483— $12.72万 新建仓
RHLD RESOLUTE HLDGS MGMT INC COM $12.68万0.01%877 00.0% — 不变
USFR WISDOMTREE FLOATING RATE TREASURY FUND $12.56万0.01%2,495 -506-16.9% -$2.55万 减仓
MO ALTRIA GROUP INC COM $12.55万0.01%1,744 20.1% $144 加仓
IWN ISHARES RUSSELL 2000 VALUE ETF $12.38万0.01%559 00.0% — 不变
USMV ISHARES MSCI USA MIN VOL FACTOR ETF $12.37万0.01%1,283 -156-10.8% -$1.50万 减仓
EFG ISHARES MSCI EAFE GROWTH ETF $12.32万0.01%990 -397-28.6% -$4.94万 减仓
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER $12.30万0.01%2,680 00.0% — 不变
DE DEERE & CO COM $12.30万0.01%194 94.9% $5,705 加仓
FTNT FORTINET INC COM $12.27万0.01%799 18029.1% $2.77万 加仓
F FORD MTR CO COM $12.27万0.01%8,827 3,65770.7% $5.08万 加仓
— ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JAN/JUL ETF $12.26万0.01%3,362 -1,701-33.6% -$6.21万 减仓
GWX STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF $12.24万0.01%2,798 25410.0% $1.11万 加仓
NDSN NORDSON CORP COM $12.21万0.01%405 -16-3.8% -$4,826 减仓
— VIRTUS STONE HBR EMRG MKTS INC COM $12.19万0.01%21,847 660.3% $368 加仓
VGLT VANGUARD LONG-TERM TREASURY ETF $12.12万0.01%2,196 84562.5% $4.66万 加仓
TJX TJX COS INC NEW COM $12.07万0.01%797 -13-1.6% -$1,969 减仓
XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF $12.01万0.01%307 00.0% — 不变
NYF ISHARES NEW YORK MUNI BOND ETF $12.01万0.01%2,227 10.0% $54 加仓
IWR ISHARES RUSSELL MIDCAP ETF $11.98万0.01%1,086 702182.8% $7.74万 加仓
— NYLI MACKAY CALIFORNIA MUNI INTERMEDIATE ETF $11.88万0.01%5,450 5,450— $11.88万 新建仓
KR KROGER CO COM $11.85万0.01%2,134 874.3% $4,831 加仓
SCZ ISHARES MSCI EAFE SMALL CAP ETF $11.84万0.01%1,439 37435.1% $3.08万 加仓
WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF $11.72万0.01%5,990 130.2% $254 加仓
FIW FIRST TRUST WATER ETF $11.63万0.01%1,062 781277.9% $8.55万 加仓
SFLR INNOVATOR EQUITY MANAGED FLOOR ETF $11.57万0.01%3,000 00.0% — 不变
MDLZ MONDELEZ INTL INC CL A $11.48万0.01%1,985 22112.5% $1.28万 加仓
IXN ISHARES GLOBAL TECH ETF $11.47万0.01%794 794— $11.47万 新建仓
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF $11.42万0.01%2,227 00.0% — 不变
— ALLIANZIM U.S. EQUITY BUFFER20 MAR ETF $11.40万0.01%3,158 1,958163.2% $7.07万 加仓
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF $11.38万0.01%2,999 00.0% — 不变
KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF $11.34万0.01%1,587 1,5636,512.5% $11.17万 加仓
— INNOVATOR GROWTH-100 POWER BUFFER ETF - SEPTEMBER $11.25万0.01%3,600 00.0% — 不变
VNQ VANGUARD REAL ESTATE ETF $11.18万0.01%1,159 534.8% $5,112 加仓
WBI WATERBRIDGE INFRASTRUCTURE LLC CL A SHS REPSTG $11.14万0.01%3,250 3,250— $11.14万 新建仓
MFC MANULIFE FINL CORP COM $11.14万0.01%2,749 47120.7% $1.91万 加仓
FCX FREEPORT MCMORAN INC CL B $11.13万0.01%1,770 1267.7% $7,926 加仓
— LEGGETT & PLATT INC COM $11.09万0.01%9,470 9,470— $11.09万 新建仓
DECW ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF $11.07万0.01%3,106 471.5% $1,676 加仓
LYV LIVE NATION ENTERTAINMENT INC COM $11.02万0.01%602 -100-14.2% -$1.83万 减仓
AOS SMITH A O CORP COM $10.99万0.01%1,752 57649.0% $3.61万 加仓
WST WEST PHARMACEUTICAL SVSC INC COM $10.91万0.01%304 184153.3% $6.61万 加仓
FPI FARMLAND PARTNERS INC COM $10.91万0.01%11,270 4,06956.5% $3.94万 加仓
— HARTFORD MULTIFACTOR EMERGING MARKETS ETF $10.91万0.01%3,049 3,049— $10.91万 新建仓
PRF INVESCO RAFI US 1000 ETF $10.84万0.01%2,007 60.3% $324 加仓
LOUP INNOVATOR DEEPWATER FRONTIER TECH ETF $10.84万0.01%1,100 00.0% — 不变
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST $10.84万0.01%2,375 00.0% — 不变
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND $10.83万0.01%1,824 -24-1.3% -$1,425 减仓
OXY OCCIDENTAL PETE CORP COM $10.79万0.01%2,221 -15-0.7% -$729 减仓
OKLO OKLO INC COM CL A $10.78万0.01%2,060 1,048103.6% $5.48万 加仓
INTU INTUIT COM $10.73万0.01%411 265181.5% $6.92万 加仓
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF $10.70万0.01%1,037 666.8% $6,811 加仓
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF $10.67万0.01%2,144 -204-8.7% -$1.02万 减仓
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND $10.62万0.01%401 00.0% — 不变
NULV NUVEEN ESG LARGE-CAP VALUE ETF $10.51万0.01%2,102 22411.9% $1.12万 加仓
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND $10.50万0.01%3,283 2,557352.2% $8.18万 加仓
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF $10.47万0.00%5,683 -629-10.0% -$1.16万 减仓
NFLX NETFLIX INC. COM $10.46万0.00%1,465 100.7% $714 加仓
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND $10.35万0.00%2,402 -66-2.7% -$2,844 减仓
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF $10.34万0.00%1,404 60475.5% $4.45万 加仓
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF $10.34万0.00%1,090 00.0% — 不变
CASY CASEYS GEN STORES INC COM $10.34万0.00%130 -4-3.0% -$3,181 减仓
BALT INNOVATOR DEFINED WEALTH SHIELD ETF $10.28万0.00%3,000 90042.9% $3.08万 加仓
CAH CARDINAL HEALTH INC COM $10.24万0.00%431 00.0% — 不变
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND $10.23万0.00%2,503 -15-0.6% -$613 减仓
CCJ CAMECO CORP COM $10.06万0.00%988 00.0% — 不变
THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF $10.04万0.00%1,101 00.0% — 不变
IGOV ISHARES TR S&P/CITIGROUP INTL TREASURY BD ETF $10.00万0.00%2,438 2,175827.0% $8.92万 加仓
UDR UDR INC COM $9.99万0.00%2,502 45722.3% $1.82万 加仓