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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD VALUE ETF | $9,124.67万 | 5.55% | 465,070 | 221,141 | 90.7% | $4,338.79万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $4,236.41万 | 2.58% | 711,404 | 38,410 | 5.7% | $228.73万 | 加仓 |
| BKIE | BNY MELLON INTERNATIONAL EQUITY ETF | $4,158.38万 | 2.53% | 445,080 | 34,182 | 8.3% | $319.36万 | 加仓 |
| PTL | INSPIRE 500 ETF | $3,673.50万 | 2.23% | 146,614 | 130,873 | 831.4% | $3,279.10万 | 加仓 |
| AAPL | APPLE INC COM | $3,157.90万 | 1.92% | 124,430 | -418 | -0.3% | -$10.61万 | 减仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $3,005.83万 | 1.83% | 1,030,100 | 31,153 | 3.1% | $90.90万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $2,892.64万 | 1.76% | 263,711 | -26,013 | -9.0% | -$285.34万 | 减仓 |
| TPIF | TIMOTHY PLAN INTERNATIONAL ETF | $2,806.64万 | 1.71% | 778,758 | 180,261 | 30.1% | $649.66万 | 加仓 |
| AMZN | AMAZON COM INC COM | $2,686.95万 | 1.63% | 129,013 | 8,756 | 7.3% | $182.36万 | 加仓 |
| LLY | ELI LILLY & CO COM | $2,601.56万 | 1.58% | 28,285 | -275 | -1.0% | -$25.29万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $2,550.27万 | 1.55% | 58,387 | 2,018 | 3.6% | $88.14万 | 加仓 |
| IBD | INSPIRE CORPORATE BOND ETF | $2,520.45万 | 1.53% | 1,056,481 | 69,293 | 7.0% | $165.31万 | 加仓 |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | $2,509.16万 | 1.53% | 316,533 | 8,111 | 2.6% | $64.30万 | 加仓 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $2,370.94万 | 1.44% | 469,587 | -18,945 | -3.9% | -$95.65万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $2,359.57万 | 1.43% | 554,670 | -65,437 | -10.6% | -$278.37万 | 减仓 |
| FBND | FIDELITY TOTAL BOND ETF | $2,180.84万 | 1.33% | 478,045 | -204 | -0.0% | -$9,306 | 减仓 |
| — | INSPIRE GROWTH ETF | $2,180.08万 | 1.33% | 587,465 | 253,005 | 75.6% | $938.90万 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $2,115.04万 | 1.29% | 106,745 | 3,073 | 3.0% | $60.89万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $1,986.43万 | 1.21% | 54,061 | 1,642 | 3.1% | $60.33万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1,703.20万 | 1.04% | 226,520 | -24,987 | -9.9% | -$187.88万 | 减仓 |
| UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | $1,697.80万 | 1.03% | 361,104 | 5,447 | 1.5% | $25.61万 | 加仓 |
| PIZ | INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF | $1,697.01万 | 1.03% | 342,692 | 1,562 | 0.5% | $7.74万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1,563.15万 | 0.95% | 267,022 | -188,584 | -41.4% | -$1,103.97万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $1,560.65万 | 0.95% | 249,465 | 7,435 | 3.1% | $46.51万 | 加仓 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $1,555.20万 | 0.95% | 186,408 | 6,966 | 3.9% | $58.12万 | 加仓 |
| PTNQ | PACER TRENDPILOT 100 ETF | $1,351.78万 | 0.82% | 185,277 | 1,798 | 1.0% | $13.12万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,296.62万 | 0.79% | 239,893 | 8,564 | 3.7% | $46.29万 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $1,255.37万 | 0.76% | 233,471 | 233,471 | — | $1,255.37万 | 新建仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,244.27万 | 0.76% | 21,558 | 674 | 3.2% | $38.90万 | 加仓 |
| TPSC | TIMOTHY PLAN US SMALL CAP CORE ETF | $1,228.82万 | 0.75% | 289,506 | -2,000 | -0.7% | -$8.49万 | 减仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $1,226.87万 | 0.75% | 328,127 | -50,723 | -13.4% | -$189.65万 | 减仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $1,220.74万 | 0.74% | 119,388 | 2,787 | 2.4% | $28.50万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $1,203.18万 | 0.73% | 152,746 | -711 | -0.5% | -$5.60万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1,156.41万 | 0.70% | 139,747 | 132,766 | 1,901.8% | $1,098.64万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,115.90万 | 0.68% | 18,675 | 473 | 2.6% | $28.26万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1,062.35万 | 0.65% | 353,292 | 12,532 | 3.7% | $37.68万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $1,060.28万 | 0.64% | 313,972 | 147,950 | 89.1% | $499.63万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,033.63万 | 0.63% | 161,303 | 23,178 | 16.8% | $148.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,020.62万 | 0.62% | 58,522 | -1,480 | -2.5% | -$25.81万 | 减仓 |
| ELCV | EVENTIDE HIGH DIVIDEND ETF | $1,011.61万 | 0.61% | 348,832 | -213,723 | -38.0% | -$619.80万 | 减仓 |
| FDLS | INSPIRE FIDELIS MULTI FACTOR ETF | $1,002.83万 | 0.61% | 271,476 | 99,942 | 58.3% | $369.19万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE INDEX ETF | $963.49万 | 0.59% | 129,589 | -4,362 | -3.3% | -$32.43万 | 减仓 |
| USTB | VICTORYSHARES SHORT-TERM BOND ETF | $940.31万 | 0.57% | 185,906 | 1,061 | 0.6% | $5.37万 | 加仓 |
| LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | $920.58万 | 0.56% | 470,162 | 24,219 | 5.4% | $47.42万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $919.51万 | 0.56% | 162,516 | -692,823 | -81.0% | -$3,919.99万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $900.31万 | 0.55% | 60,791 | 867 | 1.4% | $12.84万 | 加仓 |
| MBSF | REGAN FLOATING RATE MBS ETF | $891.81万 | 0.54% | 349,594 | 349,594 | — | $891.81万 | 新建仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $817.66万 | 0.50% | 74,016 | 4,394 | 6.3% | $48.54万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $803.80万 | 0.49% | 11,520 | -618 | -5.1% | -$43.12万 | 减仓 |
| TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $779.09万 | 0.47% | 167,762 | 111,421 | 197.8% | $517.44万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $771.66万 | 0.47% | 332,328 | 17,234 | 5.5% | $40.02万 | 加仓 |
| CAT | CATERPILLAR INC COM | $744.56万 | 0.45% | 10,510 | 240 | 2.3% | $17.00万 | 加仓 |
| EDIV | STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF | $744.23万 | 0.45% | 188,508 | 2,669 | 1.4% | $10.54万 | 加仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $740.52万 | 0.45% | 271,950 | 6,344 | 2.4% | $17.27万 | 加仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $739.81万 | 0.45% | 109,553 | 3,913 | 3.7% | $26.42万 | 加仓 |
| EVSD | EATON VANCE SHORT DURATION INCOME ETF | $710.18万 | 0.43% | 139,414 | 139,414 | — | $710.18万 | 新建仓 |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | $672.54万 | 0.41% | 140,640 | 1,540 | 1.1% | $7.36万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $660.86万 | 0.40% | 130,579 | -9,667 | -6.9% | -$48.92万 | 减仓 |
| JMEE | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | $659.63万 | 0.40% | 98,791 | 527 | 0.5% | $3.52万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $631.93万 | 0.38% | 134,712 | -635 | -0.5% | -$2.98万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $623.90万 | 0.38% | 9,593 | -383 | -3.8% | -$24.91万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $615.67万 | 0.37% | 160,247 | 6,103 | 4.0% | $23.45万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $597.29万 | 0.36% | 205,041 | -3,858 | -1.8% | -$11.24万 | 减仓 |
| FDG | AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF | $591.02万 | 0.36% | 51,821 | -545 | -1.0% | -$6.22万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $587.37万 | 0.36% | 95,881 | 2,442 | 2.6% | $14.96万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $586.13万 | 0.36% | 20,383 | -66 | -0.3% | -$1.90万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $581.72万 | 0.35% | 64,258 | 2,940 | 4.8% | $26.62万 | 加仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $565.72万 | 0.34% | 116,141 | 5,003 | 4.5% | $24.37万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $558.10万 | 0.34% | 26,974 | -1,855 | -6.4% | -$38.38万 | 减仓 |
| VBK | VANGUARD SMALL CAP GROWTH ETF | $555.71万 | 0.34% | 18,386 | 967 | 5.6% | $29.23万 | 加仓 |
| — | PACER TRENDPILOT US BOND ETF | $540.50万 | 0.33% | 284,775 | 7,165 | 2.6% | $13.60万 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $532.69万 | 0.32% | 115,226 | 178 | 0.2% | $8,229 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $530.47万 | 0.32% | 91,177 | 1,822 | 2.0% | $10.60万 | 加仓 |
| SDVD | FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $529.52万 | 0.32% | 244,017 | 9,496 | 4.0% | $20.61万 | 加仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $518.70万 | 0.32% | 203,012 | 11,725 | 6.1% | $29.96万 | 加仓 |
| BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | $506.65万 | 0.31% | 143,445 | 9,868 | 7.4% | $34.85万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $497.82万 | 0.30% | 48,131 | -8,041 | -14.3% | -$83.17万 | 减仓 |
| FLRT | PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF | $486.39万 | 0.30% | 105,030 | 8,260 | 8.5% | $38.25万 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $485.83万 | 0.30% | 29,320 | -764 | -2.5% | -$12.66万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $449.68万 | 0.27% | 91,083 | 1,574 | 1.8% | $7.77万 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $433.30万 | 0.26% | 29,893 | -5,573 | -15.7% | -$80.78万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $426.58万 | 0.26% | 11,524 | 298 | 2.7% | $11.03万 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $424.54万 | 0.26% | 165,708 | 3,543 | 2.2% | $9.08万 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $419.02万 | 0.25% | 28,894 | 1,004 | 3.6% | $14.56万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $411.97万 | 0.25% | 14,345 | 214 | 1.5% | $6.15万 | 加仓 |
| FLV | AMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF | $411.72万 | 0.25% | 53,689 | -65 | -0.1% | -$4,985 | 减仓 |
| ILTB | ISHARES CORE 10 YEAR USD BOND ETF | $408.69万 | 0.25% | 83,439 | -513 | -0.6% | -$2.51万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $405.52万 | 0.25% | 22,352 | -7,372 | -24.8% | -$133.75万 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $401.82万 | 0.24% | 27,562 | 712 | 2.7% | $10.38万 | 加仓 |
| VFMV | VANGUARD U.S. MINIMUM VOLATILITY ETF | $400.40万 | 0.24% | 30,053 | 657 | 2.2% | $8.75万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $399.04万 | 0.24% | 79,985 | 11,176 | 16.2% | $55.76万 | 加仓 |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $385.76万 | 0.23% | 45,045 | 45,045 | — | $385.76万 | 新建仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $384.04万 | 0.23% | 54,722 | 875 | 1.6% | $6.14万 | 加仓 |
| HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $379.05万 | 0.23% | 192,118 | 4,803 | 2.6% | $9.48万 | 加仓 |
| ALTO | ALTO INGREDIENTS INC COM | $372.61万 | 0.23% | 769,861 | -27,536 | -3.5% | -$13.33万 | 减仓 |
| BIBL | INSPIRE 100 ETF | $371.56万 | 0.23% | 78,803 | -188,041 | -70.5% | -$886.62万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $366.84万 | 0.22% | 47,927 | 5,236 | 12.3% | $40.08万 | 加仓 |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | $362.82万 | 0.22% | 56,717 | 56,717 | — | $362.82万 | 新建仓 |
| VHT | VANGUARD HEALTH CARE ETF | $360.01万 | 0.22% | 13,219 | 195 | 1.5% | $5.31万 | 加仓 |
| TSLA | TESLA INC COM | $359.89万 | 0.22% | 9,681 | -916 | -8.6% | -$34.05万 | 减仓 |