小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 5
增持 95
减持 50
方向
标的
Δ市值
现股数(环比)
增持
LLY
ELI LILLY & CO COM
+$7.6M
24,407
+50%
减持
BAC
BANK AMERICA CORP COM
-$5.4M
35,904
-77%
增持
BUFR
FT VEST LADDERED BUFFER ETF
+$3.8M
128,345
+10225%
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。
减持
RLY
SPDR SSGA MULTI-ASSET REAL RETURN ETF
-$3.7M
19,721
-88%
增持
AAPL
APPLE INC COM
-$3.3M
121,211
+0%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$3.3M
302,153
+21%
增持
VTV
VANGUARD VALUE ETF
+$3.0M
183,682
+8%
增持
VCSH
VANGUARD SHORT TERM CORP BOND FD ETF
+$2.7M
397,485
+8%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$2.4M
393,815
+4%
减持
SOXX
ISHARES SEMICONDUCTOR ETF
-$2.2M
1,278
-89%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$2.0M
789,615
+5%
增持
BKIE
BNY MELLON INTERNATIONAL EQUITY ETF
+$1.9M
175,230
+9%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$1.9M
379,557
+6%
增持
VPU
VANGUARD UTILITIES ETF
+$1.8M
88,845
+9%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$1.7M
400,995
+12%
增持
FBND
FIDELITY TOTAL BOND ETF
+$1.6M
797,645
+3%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$1.5M
49,808
+104%
减持
GLRY
INSPIRE FAITHWARD MID CAP MOMENTUM ETF
-$1.4M
712,390
-0%
减持
FTGS
FIRST TRUST GROWTH STRENGTH ETF
-$1.4M
22,609
-66%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$1.4M
62,330
+898%
减持
NRG
NRG ENERGY INC COM NEW
-$1.4M
35
-100%
增持
AMZN
AMAZON COM INC COM
-$1.3M
101,108
+8%
建仓
JAAA
JANUS HENDERSON AAA CLO ETF
+$1.2M
24,613
增持
VUG
VANGUARD GROWTH ETF
-$1.2M
52,236
+4%
减持
LMT
LOCKHEED MARTIN CORP COM
-$1.2M
2,209
-51%
减持
—
CHUBB LIMITED COM
-$1.2M
615
-88%
增持
IUSV
ISHARES CORE S&P US VALUE ETF
+$1.2M
213,903
+7%
增持
BTAL
AGF U.S. MARKET NEUTRAL ANTI-BETA FUND
+$1.1M
222,127
+17%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$1.1M
17,917
-3%
减持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
-$1.1M
19,922
-35%
增持
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
+$1.0M
34,630
+146%
增持
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
+$1.0M
15,676
+3537%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$1.0M
375,084
+4%
增持
NVDA
NVIDIA CORPORATION COM
-$968.7K
54,963
+7%
减持
MARM
FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH
-$942.4K
1,247
-96%
增持
MRK
MERCK & CO INC COM
+$939.5K
16,096
+217%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$926.3K
99,912
+48%
增持
SLQD
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$922.3K
423,385
+3%
减持
PFE
PFIZER INC COM
-$873.7K
12,512
-72%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$865.7K
38,973
-2%
减持
LGOV
FIRST TRUST LONG DURATION OPPORTUNITIES ETF
-$863.9K
2,010
-95%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$848.4K
11,060
-18%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
-$837.0K
292,636
+2%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$824.2K
15,533
-42%
减持
FDG
AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF
-$798.8K
55,364
-1%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$740.0K
132,904
+14%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$712.0K
72,279
+32%
减持
HPK
HIGHPEAK ENERGY INC COM
-$692.3K
298,037
-2%
减持
ACWV
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF
-$670.8K
1,280
-83%
增持
OXY
OCCIDENTAL PETE CORP COM
+$670.1K
116,723
+13%
增持
TPLC
TIMOTHY PLAN US LARGE/MID CAP CORE ETF
+$662.3K
121,894
+16%
减持
NXTG
FIRST TRUST INDXX NEXTG ETF
-$647.9K
320
-96%
增持
SCMB
SCHWAB MUNICIPAL BOND ETF
+$640.0K
57,492
+80%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$628.3K
19,516
+1%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$627.5K
41,490
+20%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$622.2K
28,515
+2%
减持
CAT
CATERPILLAR INC COM
-$614.3K
10,919
-6%
建仓
EVTR
EATON VANCE TOTAL RETURN BOND ETF
+$598.1K
11,813
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$569.4K
46,377
+9%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$549.7K
207,139
+14%
增持
CVX
CHEVRON CORP NEW COM
+$548.7K
22,086
+2%
增持
GLD
SPDR GOLD ETF
+$546.0K
6,342
+20%
增持
COWG
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
+$542.0K
28,268
+176%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$541.4K
924,983
+1%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$531.6K
253,639
+8%
增持
AMGN
AMGEN INC COM
+$521.7K
6,109
+15%
增持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
+$521.4K
221,560
+3%
减持
CRF
CORNERSTONE TOTAL RETURN FD IN COM
-$520.5K
33,326
-62%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$510.0K
103,042
+10%
增持
BLES
INSPIRE GLOBAL HOPE ETF
+$492.3K
349,787
+2%
增持
MSFT
MICROSOFT CORP COM
-$482.6K
13,545
+3%
增持
FMDE
FIDELITY ENHANCED MID CAP ETF
+$481.7K
16,740
+1182%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$460.2K
122,032
+2%
增持
JNJ
JOHNSON & JOHNSON COM
+$457.2K
11,049
+16%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$447.8K
10,952
-31%
增持
TSLA
TESLA INC COM
-$444.2K
10,093
+33%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$443.6K
76,466
-4%
增持
FLRT
PACER PACIFIC ASSET FLTNG RT HI INC ETF
+$440.8K
82,202
+14%
增持
PYPL
PAYPAL HLDGS INC COM
-$431.3K
27,314
+5%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$419.5K
11,148
-25%
建仓
XTEN
BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF
+$419.2K
9,002
减持
IJH
ISHARES CORE S&P MID CAP ETF
-$418.7K
98,640
-0%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$416.7K
15,583
+20%
减持
ALTO
ALTO INGREDIENTS INC COM
-$415.9K
981,815
-0%
减持
IWR
ISHARES RUSSELL MIDCAP ETF
-$415.1K
360
-93%
增持
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
+$412.9K
39,849
+145%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$410.7K
215,101
+2%
减持
USB
US BANCORP DEL COM NEW
-$406.8K
62,445
-2%
减持
AGG
ISHARES AGGREGATE BOND ETF
-$405.9K
8,538
-34%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$403.5K
29,114
-5%
减持
COWZ
PACER US CASH COWS 100 ETF
-$401.7K
217,332
-0%
增持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$397.9K
317,419
+3%
增持
—
FIS CHRISTIAN STOCK FUND
+$395.1K
35,185
+68%
建仓
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$390.2K
6,485
增持
KO
COCA COLA CO COM
+$377.8K
23,051
+13%
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$375.3K
41,232
+58%
减持
FV
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
-$373.3K
25,011
-15%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$366.3K
202,249
+4%
增持
—
MEDTRONIC PLC SHS
+$366.1K
25,906
+5%
增持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
+$355.2K
32,932
+12%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$353.7K
9,984
-21%
增持
AGZ
ISHARES AGENCY BOND ETF
+$353.3K
12,639
+32%
减持
ILDR
FIRST TRUST INNOVATION LEADERS ETF
-$350.4K
48,794
-16%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$345.8K
42,721
-6%
减持
UCON
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
-$343.5K
19,009
-42%
减持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$331.9K
16,112
-20%
增持
UBER
UBER TECHNOLOGIES INC COM
+$329.6K
24,017
+2%
减持
SCHQ
SCHWAB LONG-TERM U.S. TREASURY ETF
-$329.1K
2,896
-79%
减持
EMDM
FIRST TRUST BLOOMBERG EMERGING MARKET DEMOCRACIES ETF
-$327.4K
727
-96%
增持
VHT
VANGUARD HEALTH CARE ETF
+$324.9K
8,726
+12%
减持
NVO
NOVO-NORDISK A S ADR
-$323.1K
713
-84%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$322.4K
22,488
+0%
增持
RTX
RTX CORPORATION COM
+$318.4K
11,471
+11%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$318.0K
45,587
+12%
增持
VBK
VANGUARD SMALL CAP GROWTH ETF
+$315.7K
16,702
+20%
建仓
XLG
INVESCO S&P 500 TOP 50 ETF
+$313.6K
6,815
增持
SJM
SMUCKER J M CO COM NEW
+$313.2K
15,986
+11%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$308.9K
9,012
-17%
增持
ZROZ
PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND
+$308.6K
101,944
+0%
增持
VOO
VANGUARD S&P 500 ETF
-$306.6K
14,212
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$304.4K
5,159
-4%
减持
EMR
EMERSON ELEC CO COM
-$303.9K
16,555
-3%
增持
PTL
INSPIRE 500 ETF
+$301.6K
5,288
+44%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$296.1K
359
+95%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$279.3K
13,389
+69%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$273.8K
2,742
+2487%
增持
USAI
PACER AMERICAN ENERGY INDEPENDENCE ETF
+$273.8K
7,288
+1021%
增持
MBB
ISHARES MBS ETF
+$272.0K
25,500
+10%
增持
FUMB
FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF
+$263.0K
13,450
+3636%
增持
CGMS
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
+$258.3K
335,249
+3%
减持
VRT
VERTIV HOLDINGS CO COM CL A
-$257.6K
1,641
-50%
增持
UITB
VICTORYSHARES CORE INTERMEDIATE BOND ETF
+$256.1K
184,041
+1%
减持
FRTY
ALGER MID CAP 40 ETF
-$249.9K
73,984
-3%
减持
CLM
CORNERSTONE STRATEGIC INVESTME COM
-$248.9K
70,975
-21%
增持
ILTB
ISHARES CORE 10 YEAR USD BOND ETF
+$248.3K
77,171
+4%
增持
IOO
ISHARES GLOBAL 100 ETF
+$246.1K
390,026
+5%
增持
COM
DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF
+$244.8K
16,977
+90%
增持
ICVT
ISHARES CONVERTIBLE BOND ETF
+$240.5K
13,871
+28%
增持
—
GORILLA TECHNOLOGY GROUP INC SHS NEW
+$240.2K
12,690
+69%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$239.1K
3,503
+102%
增持
SMCI
SUPER MICRO COMPUTER INC COM NEW
+$239.0K
10,230
+180%
增持
UNP
UNION PAC CORP COM
+$233.9K
7,202
+12%
增持
NFG
NATIONAL FUEL GAS CO COM
+$233.5K
10,923
+5%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$232.9K
41,393
+10%
增持
EQWL
INVESCO S&P 100 EQUAL WEIGHT ETF
+$230.5K
13,060
+20%
减持
VIS
VANGUARD INDUSTRIALS ETF
-$230.4K
3,115
-21%
减持
VTWO
VANGUARD RUSSELL 2000 ETF
-$229.0K
3,038
-43%
减持
SH
PROSHARES SHORT S&P500
-$228.8K
174
-97%
增持
BIBL
INSPIRE 100 ETF
+$226.9K
37,102
+20%
增持
ED
CONSOLIDATED EDISON INC COM
+$225.7K
8,695
+5%
