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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 98
减持 40
方向
标的
Δ市值
现股数(环比)
减持
IOO
ISHARES GLOBAL 100 ETF
-$34.3M
29,970
-92%
减持
FBND
FIDELITY TOTAL BOND ETF
-$15.7M
453,086
-43%
增持
WWJD
INSPIRE INTERNATIONAL ETF
+$14.9M
440,058
+6297%
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。
建仓
PIZ
INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF
+$13.5M
294,152
建仓
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$13.2M
496,783
增持
ELCV
EVENTIDE HIGH DIVIDEND ETF
+$12.6M
510,605
+3276%
减持
BLES
INSPIRE GLOBAL HOPE ETF
-$12.1M
26,045
-93%
增持
IMCB
ISHARES MORNINGSTAR MID-CAP ETF
+$11.7M
153,163
+2081%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$10.6M
630,009
+57%
减持
GLRY
INSPIRE FAITHWARD MID CAP MOMENTUM ETF
-$10.4M
308,831
-57%
减持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
-$9.1M
146,812
-50%
增持
VTV
VANGUARD VALUE ETF
+$8.3M
226,274
+23%
增持
BIBL
INSPIRE 100 ETF
+$7.9M
226,196
+510%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$6.4M
49,833
+29%
增持
AMZN
AMAZON COM INC COM
+$6.3M
116,498
+15%
增持
UITB
VICTORYSHARES CORE INTERMEDIATE BOND ETF
+$6.2M
315,653
+72%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$5.9M
280,438
-29%
建仓
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
+$5.9M
121,557
增持
EFV
ISHARES MSCI EAFE VALUE INDEX ETF
+$5.8M
115,895
+336%
增持
IBD
INSPIRE CORPORATE BOND ETF
+$5.6M
899,262
+34%
减持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
-$5.6M
92,757
-71%
减持
HYDB
ISHARES HIGH YIELD SYSTEMATIC BOND ETF
-$5.0M
2,322
-98%
减持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
-$5.0M
88,765
-60%
减持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
-$4.8M
9,237
-91%
建仓
VABS
VIRTUS NEWFLEET ABS/MBS ETF
+$4.8M
195,489
增持
FDLS
INSPIRE FIDELIS MULTI FACTOR ETF
+$4.6M
151,123
+1943%
增持
VUG
VANGUARD GROWTH ETF
+$4.5M
54,537
+4%
增持
ISMD
INSPIRE SMALL/MID CAP ETF
+$4.5M
152,350
+467%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$4.2M
39,663
+39%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$4.1M
62,010
+254%
增持
IUSV
ISHARES CORE S&P US VALUE ETF
+$4.0M
251,187
+17%
增持
USTB
VICTORYSHARES SHORT-TERM BOND ETF
+$3.8M
164,656
+84%
增持
BKIE
BNY MELLON INTERNATIONAL EQUITY ETF
+$3.7M
199,927
+14%
减持
SPHQ
INVESCO S&P 500 QUALITY ETF
-$3.6M
230,707
-24%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$3.5M
11,282
+54%
增持
RISN
INSPIRE TACTICAL BALANCED ETF
+$3.4M
127,618
+5628%
减持
TPLC
TIMOTHY PLAN US LARGE/MID CAP CORE ETF
-$3.4M
40,424
-67%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$3.3M
52,559
+162%
增持
NVDA
NVIDIA CORPORATION COM
+$3.1M
57,093
+4%
建仓
VFMV
VANGUARD U.S. MINIMUM VOLATILITY ETF
+$2.9M
22,990
增持
SMH
VANECK SEMICONDUCTOR ETF
+$2.6M
10,692
+488%
减持
CGMS
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
-$2.5M
239,126
-29%
增持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$2.5M
23,245
+7521%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$2.5M
19,697
+10%
增持
CGMU
CAPITAL GROUP MUNICIPAL INCOME ETF
+$2.4M
91,740
+3723%
减持
SJM
SMUCKER J M CO COM NEW
-$1.8M
812
-95%
增持
EDIV
SPDR S&P EMERGING MARKETS DIVIDEND ETF
+$1.7M
148,511
+35%
减持
CGUS
CAPITAL GROUP CORE EQUITY ETF
-$1.6M
145,220
-30%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
-$1.5M
4,720
-81%
增持
VPU
VANGUARD UTILITIES ETF
+$1.5M
94,440
+6%
减持
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
-$1.5M
2,154
-89%
增持
VIOG
VANGUARD S&P SMALL-CAP 600 GROWTH ETF
+$1.4M
22,404
+103%
增持
T
AT&T INC COM
+$1.4M
82,971
+125%
增持
PTNQ
PACER TRENDPILOT 100 ETF
+$1.4M
180,961
+11%
增持
VOO
VANGUARD S&P 500 ETF
+$1.3M
15,207
+7%
增持
TFC
TRUIST FINL CORP COM
+$1.3M
33,641
+902%
建仓
—
AMCOR PLC ORD
+$1.3M
138,311
增持
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF
+$1.2M
19,506
+76%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.2M
14,068
+6%
建仓
PBTP
INVESCO 0-5 YR US TIPS ETF
+$1.2M
47,741
增持
COST
COSTCO WHSL CORP NEW COM
+$1.2M
2,409
+95%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$1.2M
214,833
+6%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$1.2M
396,850
+5%
减持
RTX
RTX CORPORATION COM
-$1.2M
2,286
-80%
增持
PSA
PUBLIC STORAGE OPER CO COM
+$1.1M
4,505
+670%
增持
SLQD
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$1.1M
442,768
+5%
增持
COWZ
PACER US CASH COWS 100 ETF
+$1.1M
235,634
+8%
减持
EMR
EMERSON ELEC CO COM
-$1.1M
5,568
-66%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$1.1M
54,652
-29%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.1M
218,091
+1%
增持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$1.1M
103,217
+66%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$979.0K
789,159
-0%
减持
FDG
AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF
+$966.8K
54,890
-1%
减持
HON
HONEYWELL INTL INC COM
-$963.8K
4,749
-51%
建仓
JANU
ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JAN ETF
+$959.9K
36,874
增持
LLY
ELI LILLY & CO COM
+$948.9K
27,076
+11%
增持
KMB
KIMBERLY-CLARK CORP COM
+$947.4K
7,641
+2783%
增持
PPA
INVESCO AEROSPACE & DEFENSE ETF
+$939.2K
30,166
+5%
增持
TSLA
TESLA INC COM
+$893.5K
11,047
+9%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$890.3K
81,063
+12%
增持
AAPL
APPLE INC COM
-$867.9K
127,000
+5%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$845.3K
13,488
+15%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$820.7K
388,473
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$815.2K
3,978
-23%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$797.3K
10,171
+388%
增持
HD
HOME DEPOT INC COM
+$784.6K
3,502
+157%
增持
PLD
PROLOGIS INC. COM
+$784.0K
7,667
+3812%
增持
ZROZ
PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND
+$783.3K
120,555
+18%
减持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$771.6K
897,060
-3%
减持
BTAL
AGF U.S. MARKET NEUTRAL ANTI-BETA FUND
-$756.3K
218,805
-1%
增持
HPK
HIGHPEAK ENERGY INC COM
+$752.1K
461,757
+55%
减持
JNJ
JOHNSON & JOHNSON COM
-$752.0K
7,073
-36%
增持
RSG
REPUBLIC SVCS INC COM
+$741.4K
3,132
+2347%
增持
VBK
VANGUARD SMALL CAP GROWTH ETF
+$741.4K
17,861
+7%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$734.1K
55,411
-23%
减持
ISCG
ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF
-$727.7K
8,952
-66%
减持
TSSI
TSS INC DEL COM
+$701.5K
33,550
-1%
增持
C
CITIGROUP INC COM NEW
+$699.7K
39,117
+6%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$658.5K
48,168
+22%
增持
PTL
INSPIRE 500 ETF
+$655.4K
7,597
+44%
增持
PINS
PINTEREST INC CL A
+$648.7K
64,215
+20%
增持
CAT
CATERPILLAR INC COM
+$646.6K
10,942
+0%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$630.9K
102,976
+4%
增持
ESUM
EVENTIDE US MARKET ETF
+$616.4K
30,918
+290%
增持
—
FIS CHRISTIAN STOCK FUND
+$598.0K
52,168
+48%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$592.1K
119,190
-2%
建仓
—
FIS BRIGHT PORTFOLIOS FOCUSED EQUITY ETF
+$591.1K
21,501
增持
AVGO
BROADCOM INC COM
+$589.1K
5,151
+4%
减持
VCSH
VANGUARD SHORT TERM CORP BOND FD ETF
-$578.3K
387,411
-3%
增持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
+$569.6K
38,438
+17%
增持
SPMO
INVESCO S&P 500 MOMENTUM ETF
+$562.5K
16,812
+17%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$562.5K
17,948
+15%
建仓
THRO
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
+$552.1K
15,518
减持
MSFT
MICROSOFT CORP COM
+$548.3K
11,324
-16%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$542.9K
37,917
-11%
增持
UBER
UBER TECHNOLOGIES INC COM
+$542.6K
24,571
+2%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$538.9K
15,801
+16%
增持
FLIN
FRANKLIN FTSE INDIA ETF
+$532.9K
71,112
+14%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$531.9K
3,783
-73%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$530.0K
20,133
+3%
增持
USB
US BANCORP DEL COM NEW
+$527.0K
69,910
+12%
增持
PYPL
PAYPAL HLDGS INC COM
+$523.1K
31,019
+14%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$509.3K
7,176
+15%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$507.5K
48,670
+5%
增持
VHT
VANGUARD HEALTH CARE ETF
+$498.7K
11,310
+30%
增持
IEMG
ISHARES CORE MSCI EMERGING MKTS
+$493.5K
18,202
+64%
增持
FIX
COMFORT SYS USA INC COM
+$485.0K
905
+90400%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$465.2K
126,508
-11%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$457.6K
62,831
-1%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$455.5K
133,082
+0%
建仓
BSV
VANGUARD SHORT TERM BOND
+$451.0K
5,731
增持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$450.8K
103,461
+2%
减持
SCHP
SCHWAB US TIPS ETF
-$449.8K
35,880
-31%
减持
ORCL
ORACLE CORP COM
+$446.1K
5,743
-1%
增持
OXY
OCCIDENTAL PETE CORP COM
-$443.6K
126,584
+8%
建仓
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
+$442.0K
15,320
减持
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
+$440.4K
26,172
-2%
增持
XTEN
BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF
+$433.9K
18,482
+105%
增持
CAPE
DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF
+$431.4K
14,755
+1080%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$426.4K
21,755
+62%
增持
CVX
CHEVRON CORP NEW COM
-$426.1K
22,828
+3%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$419.5K
53,159
+7%
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$419.2K
58,360
+42%
增持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
+$399.7K
62,057
+7%
增持
VO
VANGUARD MID-CAP ETF
+$398.9K
12,219
+5%
增持
EQWL
INVESCO S&P 100 EQUAL WEIGHT ETF
+$387.1K
15,763
+21%
增持
ILDR
FIRST TRUST INNOVATION LEADERS ETF
+$367.3K
51,140
+5%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$351.2K
104,824
+5%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$350.1K
5,331
+35%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$345.3K
4,228
+17%
