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 |
|---|---|---|---|---|---|---|---|---|
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $6.73万 | 0.00% | 496 | 1 | 0.2% | $136 | 加仓 |
| FFIV | F5 INC COM | $6.68万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM | $6.67万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $6.67万 | 0.00% | 332 | -2 | -0.6% | -$402 | 减仓 |
| — | INNOVATOR GROWTH-100 POWER BUFFER ETF - AUGUST | $6.66万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| CGMM | CAPITAL GROUP U.S. SMALL AND MID CAP ETF | $6.60万 | 0.00% | 2,247 | 1,937 | 624.8% | $5.69万 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC COM NEW | $6.58万 | 0.00% | 3,431 | 0 | 0.0% | — | 不变 |
| — | MONROE CAP CORP COM | $6.55万 | 0.00% | 14,230 | 215 | 1.5% | $989 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $6.53万 | 0.00% | 314 | -11 | -3.4% | -$2,289 | 减仓 |
| — | AAM S&P 500 HIGH DIVIDEND VALUE ETF | $6.52万 | 0.00% | 1,750 | 17 | 1.0% | $633 | 加仓 |
| CF | CF INDUSTRIES HOLD COM | $6.50万 | 0.00% | 501 | 10 | 2.0% | $1,298 | 加仓 |
| THNQ | ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | $6.49万 | 0.00% | 1,101 | 1 | 0.1% | $59 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P COM UNIT | $6.46万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $6.45万 | 0.00% | 131 | 2 | 1.6% | $984 | 加仓 |
| RFV | INVESCO S&P MIDCAP 400 PURE VALUE ETF | $6.45万 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| LGH | HCM DEFENDER 500 INDEX ETF | $6.44万 | 0.00% | 1,130 | 145 | 14.7% | $8,262 | 加仓 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $6.43万 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP COM | $6.43万 | 0.00% | 969 | 222 | 29.7% | $1.47万 | 加仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER | $6.39万 | 0.00% | 2,337 | 352 | 17.7% | $9,628 | 加仓 |
| CI | THE CIGNA GROUP COM | $6.37万 | 0.00% | 239 | 103 | 75.7% | $2.74万 | 加仓 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST | $6.35万 | 0.00% | 2,743 | -85 | -3.0% | -$1,968 | 减仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $6.34万 | 0.00% | 1,156 | 2 | 0.2% | $110 | 加仓 |
| BUSE | FIRST BUSEY CORP COM NEW | $6.33万 | 0.00% | 2,506 | 27 | 1.1% | $682 | 加仓 |
| PHO | INVESCO WATER RESOURCES ETF | $6.33万 | 0.00% | 946 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $6.31万 | 0.00% | 146 | 66 | 82.5% | $2.85万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $6.30万 | 0.00% | 940 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC COM | $6.30万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| GJAN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN | $6.30万 | 0.00% | 1,503 | 105 | 7.5% | $4,401 | 加仓 |
| FICO | FAIR ISAAC CORP COM | $6.30万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $6.29万 | 0.00% | 251 | 6 | 2.4% | $1,504 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $6.28万 | 0.00% | 972 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $6.27万 | 0.00% | 1,159 | 68 | 6.2% | $3,682 | 加仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY | $6.26万 | 0.00% | 2,100 | 1,300 | 162.5% | $3.88万 | 加仓 |
| PATN | PACER NASDAQ INTERNATIONAL PATENT LEADERS ETF | $6.25万 | 0.00% | 2,200 | 2,200 | — | $6.25万 | 新建仓 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | $6.24万 | 0.00% | 1,792 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $6.21万 | 0.00% | 134 | -52 | -28.0% | -$2.41万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $6.19万 | 0.00% | 787 | -25 | -3.1% | -$1,966 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $6.16万 | 0.00% | 2,245 | -1,106 | -33.0% | -$3.04万 | 减仓 |
| IOCT | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER | $6.13万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD SHS | $6.12万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | T. ROWE PRICE INTERMEDIATE MUNICIPAL INCOME ETF | $6.09万 | 0.00% | 1,200 | 1,200 | — | $6.09万 | 新建仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $6.08万 | 0.00% | 681 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $6.03万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $5.97万 | 0.00% | 5,170 | -759 | -12.8% | -$8,758 | 减仓 |
| WTFC | WINTRUST FINL CORP COM | $5.95万 | 0.00% | 428 | 199 | 86.9% | $2.76万 | 加仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $5.92万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $5.91万 | 0.00% | 644 | 63 | 10.8% | $5,785 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $5.90万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC COM | $5.88万 | 0.00% | 372 | 1 | 0.3% | $158 | 加仓 |
| SNDK | SANDISK CORP COM | $5.85万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| DDS | DILLARDS INC CL A | $5.84万 | 0.00% | 102 | 100 | 5,000.0% | $5.72万 | 加仓 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $5.82万 | 0.00% | 518 | 500 | 2,777.8% | $5.62万 | 加仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $5.81万 | 0.00% | 844 | 6 | 0.7% | $413 | 加仓 |
| FDM | FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND | $5.79万 | 0.00% | 706 | 76 | 12.1% | $6,235 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $5.79万 | 0.00% | 1,194 | 1 | 0.1% | $48 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $5.75万 | 0.00% | 352 | -702 | -66.6% | -$11.47万 | 减仓 |
| — | FEDERATED HERMES SHORT DURATION HIGH YIELD ETF | $5.73万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $5.71万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| CPK | CHESAPEAKE UTILS CORP COM | $5.70万 | 0.00% | 451 | 1 | 0.2% | $126 | 加仓 |
| COR | CENCORA INC COM | $5.69万 | 0.00% | 181 | -2 | -1.1% | -$628 | 减仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $5.65万 | 0.00% | 1,647 | 100 | 6.5% | $3,428 | 加仓 |
| CNEQ | ALGER CONCENTRATED EQUITY ETF | $5.57万 | 0.00% | 1,789 | 0 | 0.0% | — | 不变 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF - OCTOBER | $5.54万 | 0.00% | 2,041 | 33 | 1.6% | $896 | 加仓 |
| — | CLEARWAY ENERGY INC CL A | $5.52万 | 0.00% | 1,410 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX CORP COM | $5.51万 | 0.00% | 1,450 | -100 | -6.5% | -$3,801 | 减仓 |
| EXC | EXELON CORP COM | $5.50万 | 0.00% | 1,121 | 0 | 0.0% | — | 不变 |
| DOCT | FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER | $5.49万 | 0.00% | 1,263 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $5.48万 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | $5.48万 | 0.00% | 633 | 0 | 0.0% | — | 不变 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | $5.47万 | 0.00% | 5,944 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC COM | $5.47万 | 0.00% | 206 | 5 | 2.5% | $1,329 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $5.46万 | 0.00% | 374 | 134 | 55.8% | $1.96万 | 加仓 |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUND | $5.46万 | 0.00% | 690 | 620 | 885.7% | $4.90万 | 加仓 |
| FTXO | FIRST TRUST NASDAQ BANK ETF | $5.46万 | 0.00% | 1,508 | -58 | -3.7% | -$2,098 | 减仓 |
| RSPU | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | $5.40万 | 0.00% | 666 | 4 | 0.6% | $325 | 加仓 |
| GDEC | FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER | $5.39万 | 0.00% | 1,457 | 0 | 0.0% | — | 不变 |
| BAPR | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | $5.39万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| FSIG | FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | $5.36万 | 0.00% | 2,830 | -59 | -2.0% | -$1,118 | 减仓 |
| OSEA | HARBOR INTERNATIONAL COMPOUNDERS ETF | $5.36万 | 0.00% | 1,850 | 0 | 0.0% | — | 不变 |
| WSBC | WESBANCO INC COM | $5.34万 | 0.00% | 1,548 | 0 | 0.0% | — | 不变 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF | $5.32万 | 0.00% | 1,656 | 205 | 14.1% | $6,591 | 加仓 |
| ITT | ITT INC COM | $5.30万 | 0.00% | 278 | 149 | 115.5% | $2.84万 | 加仓 |
| WSO | WATSCO INC COM | $5.28万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $5.25万 | 0.00% | 1,347 | 1,147 | 573.5% | $4.47万 | 加仓 |
| VTR | VENTAS INC COM | $5.24万 | 0.00% | 641 | 12 | 1.9% | $981 | 加仓 |
| QDEF | FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND | $5.19万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP COM | $5.18万 | 0.00% | 685 | 114 | 20.0% | $8,625 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $5.14万 | 0.00% | 392 | 67 | 20.6% | $8,786 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF | $5.13万 | 0.00% | 217 | -12 | -5.2% | -$2,836 | 减仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $5.08万 | 0.00% | 397 | 78 | 24.5% | $9,975 | 加仓 |
| FTNT | FORTINET INC COM | $5.06万 | 0.00% | 619 | -10 | -1.6% | -$817 | 减仓 |
| VCRB | VANGUARD CORE BOND ETF | $5.04万 | 0.00% | 652 | 4 | 0.6% | $310 | 加仓 |
| WMB | WILLIAMS COS INC COM | $5.04万 | 0.00% | 693 | -98 | -12.4% | -$7,127 | 减仓 |
| AME | AMETEK INC COM | $5.04万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $5.04万 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC COM CL A | $5.02万 | 0.00% | 1,012 | -948 | -48.4% | -$4.70万 | 减仓 |
| — | LEUTHOLD SELECT INDUSTRIES ETF | $5.00万 | 0.00% | 1,235 | 1,235 | — | $5.00万 | 新建仓 |
| MSDL | MORGAN STANLEY DIRECT LENDING COM SHS | $4.96万 | 0.00% | 3,555 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $4.96万 | 0.00% | 239 | -11 | -4.4% | -$2,281 | 减仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $4.93万 | 0.00% | 466 | -85 | -15.4% | -$8,987 | 减仓 |