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CREATIVE FINANCIAL DESIGNS INC /ADV 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CREATIVE FINANCIAL DESIGNS INC /ADV
报告期 2026-03-31 · CIK 0000819864
持仓数
2,162
前50大市值合计
$953.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 4
增持 85
减持 60
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
VAW
VANGUARD MATERIALS ETF
-$3.6M
231
-99%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$3.4M
953,935
+14%
增持
VCSH
VANGUARD SHORT TERM CORP BOND FD ETF
+$3.3M
316,202
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+17%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$3.0M
34,538
+587%
减持
AAPL
APPLE INC COM
-$2.9M
101,338
-3%
增持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
+$2.6M
901,986
+12%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$2.4M
106,329
-29%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$2.0M
306,642
+13%
减持
PG
PROCTER AND GAMBLE CO COM
-$1.7M
5,321
-68%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$1.7M
636,317
+12%
增持
HPK
HIGHPEAK ENERGY INC COM
+$1.6M
260,193
+1%
增持
VOOG
VANGUARD S&P 500 GROWTH ETF
+$1.6M
49,955
+18%
增持
SLQD
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$1.6M
312,567
+12%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
-$1.4M
613,142
+3%
减持
—
KELLANOVA COM
-$1.2M
1,564
-92%
减持
ALTO
ALTO INGREDIENTS INC COM
+$1.1M
741,981
-3%
减持
LLY
ELI LILLY & CO COM
+$1.0M
15,983
-1%
增持
HRL
HORMEL FOODS CORP COM
+$990.7K
37,463
+247%
减持
AMZN
AMAZON COM INC COM
-$947.8K
90,496
-5%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$941.1K
31,648
-40%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$899.8K
149,560
+3%
增持
MGV
VANGUARD MEGA CAP VALUE ETF
+$811.5K
124,067
+9%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$783.6K
55,124
-37%
减持
ISMD
INSPIRE SMALL/MID CAP ETF
-$764.8K
332,000
-2%
增持
KO
COCA COLA CO COM
+$752.3K
19,159
+260%
建仓
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
+$568.2K
11,199
增持
COWZ
PACER US CASH COWS 100 ETF
+$561.3K
162,649
+4%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$554.4K
8,586
-46%
减持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$525.9K
78,287
-8%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$518.1K
9,240
-35%
减持
SCHP
SCHWAB US TIPS ETF
-$510.9K
66,656
-10%
增持
NANR
SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF
+$497.7K
192,380
+2%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$479.8K
22,811
+62%
减持
MSFT
MICROSOFT CORP COM
-$422.1K
13,788
-2%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$414.8K
105,632
+12%
减持
MDLZ
MONDELEZ INTL INC CL A
-$402.7K
2,119
-72%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$391.2K
13,413
-16%
减持
CAT
CATERPILLAR INC COM
+$382.1K
14,579
-0%
增持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
+$377.5K
232,766
+9%
增持
NJUL
INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY
+$372.0K
15,840
+88%
增持
PTNQ
PACER TRENDPILOT 100 ETF
+$366.4K
75,122
+10%
减持
UBER
UBER TECHNOLOGIES INC COM
-$364.5K
26,189
-28%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$361.4K
264,786
+9%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$347.3K
14,805
-3%
增持
PTBD
PACER TRENDPILOT US BOND ETF
+$345.9K
184,296
+13%
增持
KRE
SPDR S&P REGIONAL BANKING ETF
+$333.3K
21,490
+55%
减持
FVD
FIRST TRUST VALUE LINE DIVIDEND FUND
-$318.2K
71,807
-4%
减持
IEMG
ISHARES CORE MSCI EMERGING MKTS
-$312.9K
16,079
-26%
增持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$308.6K
52,499
+4%
增持
PJUL
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
+$295.9K
16,600
+116%
增持
BIBL
INSPIRE 100 ETF
-$295.7K
202,776
+1%
减持
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
-$295.7K
1,250
-88%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$288.6K
23,159
+93%
增持
NVO
NOVO-NORDISK A S ADR
+$281.0K
4,372
+507%
减持
FDIS
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
-$279.5K
48,342
-3%
增持
BLES
INSPIRE GLOBAL HOPE ETF
-$273.3K
347,934
+2%
减持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$266.8K
1,944
-53%
增持
SPMO
INVESCO S&P 500 MOMENTUM ETF
+$265.5K
6,891
+198%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$261.6K
4,073
+93%
减持
FDG
AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF
-$256.8K
72,086
-1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$256.4K
2,519
+99%
减持
NEE
NEXTERA ENERGY INC COM
-$254.4K
14,210
-1%
减持
AMGN
AMGEN INC COM
+$239.5K
5,699
-2%
增持
RSPM
INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF
+$237.9K
14,818
+985%
增持
SCHI
SCHWAB 5-10 YEAR CORPORATE BOND ETF
+$234.9K
12,091
+93%
增持
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
+$231.2K
74,884
+14%
减持
MBB
ISHARES MBS ETF
-$229.3K
22,023
-6%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$214.3K
44,476
-1%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$212.9K
19,506
-0%
增持
BP
BP PLC SPONSORED ADR
+$210.7K
38,247
+6%
增持
IBD
INSPIRE CORPORATE BOND ETF
+$205.3K
477,162
+4%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$204.6K
166,362
+3%
增持
VTIP
VANGUARD SHORT TERM INFL-PROTECTED
+$203.0K
36,264
+14%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$203.0K
6,433
+20%
增持
FTSL
FIRST TRUST SENIOR LOAN FUND
+$198.4K
32,536
+14%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$197.8K
33,660
-4%
增持
TPLC
TIMOTHY PLAN FUND TIMOTHY PLAN US LARGE/MID CAP CORE FUND
+$197.2K
91,136
+11%
减持
FXH
FIRST TRUST HEALTH CARE ALPHADEX FUND
-$196.2K
6,674
-14%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$194.6K
15,334
+16%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$192.0K
21,305
+26%
减持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$184.6K
44,903
-3%
减持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
-$184.0K
31,905
-8%
减持
SO
SOUTHERN CO COM
-$182.2K
18,997
-5%
减持
IYK
ISHARES U.S. CONSUMER STAPLES ETF
-$181.9K
4,030
-14%
增持
SCHJ
SCHWAB 1-5 YEAR CORPORATE BOND ETF
+$179.8K
11,844
+49%
增持
—
EXXON MOBIL CORP COM
+$172.7K
9,739
+7%
增持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
+$170.8K
82,846
+6%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$169.9K
11,458
+32%
减持
FTA
FIRST TRUST LARGE CAP VALUE ALPHADEX FUND
-$169.5K
260
-91%
增持
IVV
ISHARES CORE S&P 500 ETF
+$168.7K
3,894
+15%
减持
—
SEABRIDGE GOLD INC COM
-$167.6K
3,290
-80%
增持
SJM
SMUCKER J M CO COM NEW
-$167.5K
7,166
+1%
增持
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$163.8K
115
+229%
增持
—
MEDTRONIC PLC SHS
-$163.4K
18,073
+1%
减持
TSLA
TESLA INC COM
-$159.1K
7,088
-4%
建仓
ACM
AECOM COM
+$155.7K
1,875
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$155.1K
28,646
+8%
减持
FV
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
-$153.0K
31,668
-5%
减持
RY
ROYAL BK CDA COM
-$150.9K
12,721
-4%
增持
—
TIMOTHY PLAN MARKET NEUTRAL ETF
+$148.1K
90,436
+3%
清仓
BDEC
INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER
-$144.9K
0
-100%
增持
FLV
AMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF
-$140.4K
57,904
+1%
增持
LKQ
LKQ CORP COM
-$140.3K
16,880
+1%
建仓
BJUL
INNOVATOR U.S. EQUITY BUFFER ETF - JULY
+$137.9K
4,000
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$135.7K
44,836
-3%
增持
FBND
FIDELITY TOTAL BOND ETF
-$134.5K
462,408
+4%
增持
CROX
CROCS INC COM
+$133.0K
1,571
+3042%
增持
SPY
SPDR S&P 500 ETF TRUST
+$132.4K
10,037
+7%
增持
QVMT
INVESCO S&P 500 ENHANCED VALUE ETF
+$132.0K
4,695
+229%
建仓
GTOQ
INVESCO HIGH YIELD BOND FACTOR ETF
+$131.4K
6,164
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$129.3K
99,378
+3%
增持
GRPM
INVESCO S&P MIDCAP 400 GARP ETF
+$128.7K
2,252
+202%
增持
GM
GENERAL MTRS CO COM
-$128.7K
33,898
+5%
减持
SIMS
SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF
-$128.2K
24,806
-3%
减持
EUSB
ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF
-$128.1K
4,284
-40%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$127.7K
5,817
+76%
减持
VDC
VANGUARD CONSUMER STAPLES ETF
-$127.0K
5,503
-5%
增持
ISCG
ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF
+$124.5K
83,654
+11%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$123.6K
1,182
+255%
增持
GRC
GORMAN RUPP CO COM
+$120.7K
13,859
+19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$119.8K
3,096
+9%
减持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
-$119.0K
92,099
-2%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$118.7K
69,433
+2%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$118.6K
67,497
+4%
增持
PTLC
PACER TRENDPILOT US LARGE CAP ETF
+$117.1K
38,570
+12%
增持
NVDA
NVIDIA CORPORATION COM
+$114.6K
4,522
+3%
减持
FTC
FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND
-$114.2K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$114.0K
2,528
+41%
减持
GPC
GENUINE PARTS CO COM
-$113.2K
3,752
-3%
减持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
-$112.9K
37,604
-4%
增持
GOOG
ALPHABET INC CAP STK CL C
+$112.9K
8,149
+3%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRANC COM
-$112.6K
11,973
+3%
增持
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$112.1K
8,869
+81%
减持
BHP
BHP GROUP LTD SPONSORED ADS
-$110.7K
2,760
-38%
减持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
-$109.4K
8,445
-33%
增持
CGW
INVESCO S&P GLOBAL WATER INDEX ETF
-$109.2K
25,934
+1%
减持
MZTI
LANCASTER COLONY CORP COM
-$108.9K
2,886
-1%
减持
SHOP
SHOPIFY INC CL A
-$108.9K
9,630
-2%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$108.8K
5,871
+50%
增持
SLB
SCHLUMBERGER LTD COM STK
+$107.6K
8,879
+6%
增持
PPA
INVESCO AEROSPACE & DEFENSE ETF
+$105.3K
30,703
+11%
减持
EMR
EMERSON ELEC CO COM
+$105.0K
25,000
-2%
增持
AGZ
ISHARES AGENCY BOND ETF
+$105.0K
2,028
+98%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$101.7K
147,853
+5%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$100.0K
390,995
+3%
减持
F
FORD MTR CO DEL COM
-$100.0K
18,646
-15%
减持
HSY
HERSHEY CO COM
-$99.9K
835
-22%
减持
DRIV
GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF
-$96.2K
10,535
-20%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$96.1K
26,592
+9%
减持
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
-$96.1K
3,292
-24%
