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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 86
减持 51
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IOO
ISHARES GLOBAL 100 ETF
+$36.1M
370,244
+2967%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$12.3M
138,510
-62%
减持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
-$12.2M
34,460
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。
-84%
建仓
BKIE
BNY MELLON INTERNATIONAL EQUITY ETF
+$11.7M
161,081
增持
VPU
VANGUARD UTILITIES ETF
+$11.6M
81,825
+715%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$9.2M
35,254
+292%
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$6.9M
41,427
-61%
增持
PTNQ
PACER TRENDPILOT 100 ETF
+$6.4M
155,076
+125%
增持
ZROZ
PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND
+$5.9M
101,919
+654%
减持
FDIS
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
-$5.2M
7,796
-88%
减持
VUG
VANGUARD GROWTH ETF
-$4.8M
50,134
-24%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$3.2M
6,090
-49%
减持
AMZN
AMAZON COM INC COM
+$2.9M
93,455
-1%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$2.6M
377,200
+0%
减持
VCSH
VANGUARD SHORT TERM CORP BOND FD ETF
-$2.5M
367,650
-6%
清仓
SRVR
PACER DATA & INFRASTRUCTURE REAL ESTATE ETF
-$2.4M
0
-100%
减持
XSD
SPDR S&P SEMICONDUCTOR ETF
-$2.4M
204
-98%
建仓
USRT
ISHARES CORE U.S. REIT ETF
+$2.3M
39,492
减持
AAPL
APPLE INC COM
+$2.0M
120,618
-0%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$1.9M
120,090
-17%
减持
LLY
ELI LILLY & CO COM
-$1.9M
16,319
-0%
减持
IMTM
ISHARES MSCI INTL MOMENTUM FACTOR ETF
-$1.7M
21,180
-65%
减持
—
GARMIN LTD SHS
-$1.5M
436
-95%
减持
—
EXXON MOBIL CORP COM
-$1.4M
11,303
-50%
增持
MGV
VANGUARD MEGA CAP VALUE ETF
+$1.4M
37,206
+46%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$1.2M
287,832
+2%
减持
—
CHECK POINT SOFTWARE TECH LTD ORD
-$1.2M
1,256
-83%
增持
SLQD
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$1.2M
409,438
+8%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$1.2M
356,738
+10%
增持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
+$1.1M
29,474
+63%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$1.1M
45,522
-17%
增持
CVX
CHEVRON CORP NEW COM
+$1.1M
21,721
+53%
增持
ISCG
ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF
+$1.0M
26,833
+356%
减持
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
-$1.0M
19,559
-35%
减持
VIRT
VIRTU FINL INC CL A
-$976.3K
2,756
-92%
增持
IUSV
ISHARES CORE S&P US VALUE ETF
+$975.8K
200,545
+9%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$968.2K
18,514
+6%
减持
TSLA
TESLA INC COM
+$963.2K
7,577
-5%
增持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$911.1K
36,573
+173%
建仓
PR
PERMIAN RESOURCES CORP CLASS A COM
+$907.0K
63,075
减持
INDS
PACER INDUSTRIAL REAL ESTATE ETF
-$901.0K
1,285
-94%
增持
NVDA
NVIDIA CORPORATION COM
+$897.8K
51,572
+4%
减持
HII
HUNTINGTON INGALLS INDS INC COM
-$897.4K
42
-99%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$841.6K
54,874
+38%
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-$819.9K
644
-93%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$794.7K
67,526
+51%
建仓
REZ
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
+$786.9K
9,712
增持
OXY
OCCIDENTAL PETE CORP COM
+$724.4K
103,042
+22%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$662.7K
15,935
-22%
减持
MSFT
MICROSOFT CORP COM
-$630.4K
13,208
-8%
增持
TPSC
TIMOTHY PLAN US SMALL CAP CORE ETF
+$619.3K
209,533
+8%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$616.7K
211,735
+2%
增持
SPMO
INVESCO S&P 500 MOMENTUM ETF
+$589.1K
13,256
+79%
增持
FBND
FIDELITY TOTAL BOND ETF
-$578.5K
774,785
+2%
增持
VTV
VANGUARD VALUE ETF
-$528.9K
169,875
+1%
减持
NVO
NOVO-NORDISK A S ADR
-$521.5K
4,332
-42%
增持
VBK
VANGUARD SMALL CAP GROWTH ETF
+$520.5K
13,888
+10%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$505.0K
151,372
+1%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
-$492.7K
357,585
-1%
增持
AGZ
ISHARES AGENCY BOND ETF
+$475.7K
9,540
+90%
增持
JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
+$472.3K
78,667
+12%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$467.0K
19,262
+0%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$461.2K
26,622
-13%
增持
PG
PROCTER AND GAMBLE CO COM
+$453.1K
15,239
+26%
减持
LOW
LOWES COS INC COM
-$448.5K
4,446
-22%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$439.6K
24,422
+44%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$439.6K
11,644
-2%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$424.7K
79,373
-9%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$424.2K
67,612
+2%
建仓
TSSI
TSS INC DEL COM
+$417.5K
35,200
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$412.0K
12,285
+59%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$410.6K
10,437
+61%
减持
BAC
BANK AMERICA CORP COM
+$409.6K
157,712
-4%
增持
BTAL
AGF U.S. MARKET NEUTRAL ANTI-BETA FUND
+$408.9K
190,368
+20%
增持
GLD
SPDR GOLD ETF
+$407.1K
5,292
+47%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$398.3K
3,630
-33%
增持
IYR
ISHARES U.S. REAL ESTATE ETF
+$397.6K
4,408
+3455%
增持
LMT
LOCKHEED MARTIN CORP COM
-$396.2K
4,479
+2%
减持
MNA
NYLI MERGER ARBITRAGE ETF
-$384.3K
4,553
-72%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$378.9K
42,413
+8%
减持
PPA
INVESCO AEROSPACE & DEFENSE ETF
-$371.9K
28,055
-10%
增持
C
CITIGROUP INC COM NEW
+$368.9K
39,403
+3%
减持
GIGB
GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF
-$367.7K
1,600
-83%
增持
HPK
HIGHPEAK ENERGY INC COM
+$365.7K
303,774
+3%
增持
SPY
SPDR S&P 500 ETF TRUST
+$354.8K
12,955
+3%
增持
PTBD
PACER TRENDPILOT US BOND ETF
+$351.6K
232,631
+12%
增持
VOO
VANGUARD S&P 500 ETF
+$335.9K
14,125
+2%
减持
APRW
ALLIANZIM US LARGE CAP BUFFER20 APR ETF
-$325.2K
7,202
-59%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$321.5K
39,738
+0%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$315.8K
76,697
-4%
增持
IWL
ISHARES RUSSELL TOP 200 ETF
+$313.5K
25,751
+6%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$312.1K
749,499
+4%
增持
BP
BP PLC SPONSORED ADR
+$310.9K
13,167
+428%
增持
T
AT&T INC COM
+$309.1K
52,896
+30%
增持
PTL
INSPIRE 500 ETF
+$300.8K
3,681
+62%
减持
TPL
TEXAS PACIFIC LAND CORPORATION COM
-$294.9K
1
-100%
增持
COWZ
PACER US CASH COWS 100 ETF
+$290.7K
217,825
+5%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$285.4K
13,027
+17%
增持
PFF
ISHARES S&P U.S. PREFERRED STOCK ETF
+$284.8K
13,190
+237%
增持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$284.7K
77,444
+1%
增持
SCMB
SCHWAB MUNICIPAL BOND ETF
+$281.2K
31,875
+212%
增持
VB
VANGUARD SMALL-CAP ETF
+$279.0K
10,615
+11%
增持
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
+$278.9K
14,060
+79%
建仓
ELCV
EVENTIDE HIGH DIVIDEND ETF
+$277.8K
11,239
增持
AMGN
AMGEN INC COM
-$277.7K
5,300
+3%
减持
ALTO
ALTO INGREDIENTS INC COM
-$276.9K
984,102
-13%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$276.2K
913,653
+0%
增持
ILDR
FIRST TRUST INNOVATION LEADERS ETF
+$275.4K
58,300
+17%
增持
ILTB
ISHARES CORE 10 YEAR USD BOND ETF
+$271.6K
74,208
+18%
增持
AVGO
BROADCOM INC COM
+$270.2K
4,516
+0%
减持
—
MEDTRONIC PLC SHS
-$269.5K
24,559
-1%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$268.6K
7,945
+199%
减持
TIP
ISHARES TIPS BOND ETF
-$268.3K
1,041
-70%
增持
GOOG
ALPHABET INC CAP STK CL C
+$265.0K
8,448
+5%
增持
GLRY
INSPIRE FAITHWARD MID CAP MOMENTUM ETF
-$261.2K
712,980
+1%
增持
SMDV
PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF
+$252.1K
6,705
+130%
增持
FLRT
PACER PACIFIC ASSET FLTNG RT HI INC ETF
+$248.7K
72,153
+8%
增持
UBER
UBER TECHNOLOGIES INC COM
-$245.2K
23,545
+6%
增持
SKYY
FIRST TRUST CLOUD COMPUTING ETF
+$244.4K
2,163
+1564%
清仓
—
PROSHARES SHORT S&P500
-$243.2K
0
-100%
增持
PTLC
PACER TRENDPILOT US LARGE CAP ETF
+$243.0K
39,589
+11%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$241.0K
27,997
+1%
增持
ICVT
ISHARES CONVERTIBLE BOND ETF
+$239.4K
10,818
+33%
建仓
SH
PROSHARES SHORT S&P500
+$236.5K
5,581
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$236.4K
18,830
+15%
减持
CVS
CVS HEALTH CORP COM
-$234.7K
1,452
-70%
减持
GD
GENERAL DYNAMICS CORP COM
-$232.2K
4,743
-3%
减持
NWN
NORTHWEST NAT HLDG CO COM
-$229.8K
7,774
-41%
减持
BIBL
INSPIRE 100 ETF
-$227.0K
30,797
-12%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$224.4K
361,009
+3%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$221.7K
22,338
+27%
清仓
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
-$221.7K
0
-100%
增持
—
FIS CHRISTIAN STOCK FUND
+$216.4K
20,950
+61%
减持
KO
COCA COLA CO COM
-$216.4K
20,448
-1%
增持
EFV
ISHARES MSCI EAFE VALUE INDEX ETF
+$216.2K
30,195
+27%
增持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
-$216.1K
214,924
+1%
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$215.8K
1,952
减持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
-$215.6K
104,808
-0%
增持
BLES
INSPIRE GLOBAL HOPE ETF
-$215.1K
343,476
+5%
建仓
BWZ
SPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF
+$214.4K
8,462
增持
HERO
GLOBAL X VIDEO GAMES & ESPORTS ETF
+$211.8K
16,101
+136%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$209.0K
3,831
-6%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$207.8K
1,621
+284%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$206.9K
1,963
+18%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$205.5K
194,856
+260%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$203.3K
10,042
+59%
减持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$202.2K
322,311
-1%
减持
CLOU
GLOBAL X CLOUD COMPUTING ETF
-$201.8K
3,247
-76%
建仓
GOCT
FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER
+$200.3K
5,725
增持
MRVL
MARVELL TECHNOLOGY INC COM
+$197.9K
3,233
+46%
