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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 68
减持 66
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD VALUE ETF
+$44.7M
465,070
+91%
减持
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
-$39.4M
162,516
-81%
增持
PTL
INSPIRE 500 ETF
+$32.8M
146,614
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。
+831%
减持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
-$14.3M
13,498
-98%
建仓
JBND
JPMORGAN ACTIVE BOND ETF
+$12.6M
233,471
减持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$11.1M
267,022
-41%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$11.0M
139,747
+1902%
增持
GLRY
INSPIRE GROWTH ETF
+$9.8M
587,465
+76%
建仓
MBSF
REGAN FLOATING RATE MBS ETF
+$8.9M
349,594
减持
BIBL
INSPIRE 100 ETF
-$8.3M
78,803
-70%
增持
TPIF
TIMOTHY PLAN INTERNATIONAL ETF
+$7.3M
778,758
+30%
建仓
EVSD
EATON VANCE SHORT DURATION INCOME ETF
+$7.1M
139,414
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$6.3M
263,711
-9%
增持
TPLC
TIMOTHY PLAN US LARGE/MID CAP CORE ETF
+$5.2M
167,762
+198%
减持
ISMD
INSPIRE SMALL/MID CAP ETF
-$5.0M
49,957
-72%
增持
BUFR
FT VEST LADDERED BUFFER ETF
+$4.9M
313,972
+89%
减持
ELCV
EVENTIDE HIGH DIVIDEND ETF
-$4.8M
348,832
-38%
减持
LLY
ELI LILLY & CO COM
-$4.7M
28,285
-1%
减持
VABS
VIRTUS NEWFLEET SECURITIZED INCOME ETF
-$4.6M
6,567
-97%
增持
FDLS
INSPIRE FIDELIS MULTI FACTOR ETF
+$3.9M
271,476
+58%
建仓
JIVE
JPMORGAN INTERNATIONAL VALUE ETF
+$3.9M
45,045
减持
RISN
INSPIRE CAPITAL APPRECIATION ETF
-$3.8M
1,205
-99%
建仓
GARP
ISHARES MSCI USA QUALITY GARP ETF
+$3.6M
56,717
增持
BKIE
BNY MELLON INTERNATIONAL EQUITY ETF
+$3.6M
445,080
+8%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
-$3.5M
554,670
-11%
建仓
BRIF
FIS TRUST FIS BRIGHT PORTFOLIOS FOCUSED EQUITY ETF
+$3.4M
114,568
减持
SMH
VANECK SEMICONDUCTOR ETF
-$3.3M
1,088
-89%
减持
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
-$2.8M
3,800
-83%
清仓
—
FIS BRIGHT PORTFOLIOS FOCUSED EQUITY ETF
-$2.6M
0
-100%
减持
AAPL
APPLE INC COM
-$2.4M
124,430
-0%
减持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-$2.2M
21,232
-39%
清仓
—
AMCOR PLC ORD
-$2.2M
0
-100%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$2.0M
711,404
+6%
增持
VUG
VANGUARD GROWTH ETF
-$2.0M
58,387
+4%
增持
VPU
VANGUARD UTILITIES ETF
+$2.0M
106,745
+3%
建仓
—
AMCOR PLC COM NEW
+$1.9M
47,719
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$1.9M
22,352
-25%
减持
SPHQ
INVESCO S&P 500 QUALITY ETF
-$1.8M
226,520
-10%
增持
OWL
BLUE OWL CAPITAL INC COM CL A
+$1.8M
201,667
+6132%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$1.8M
54,061
+3%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.7M
161,303
+17%
增持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$1.7M
95,881
+3%
增持
CAT
CATERPILLAR INC COM
+$1.6M
10,510
+2%
减持
WWJD
INSPIRE INTERNATIONAL ETF
-$1.6M
328,127
-13%
建仓
RWL
INVESCO S&P 500 REVENUE ETF
+$1.5M
13,164
减持
IOO
ISHARES GLOBAL 100 ETF
-$1.5M
16,990
-39%
减持
ALTO
ALTO INGREDIENTS INC COM
+$1.4M
769,861
-3%
增持
IBD
INSPIRE CORPORATE BOND ETF
+$1.3M
1,056,481
+7%
建仓
CORO
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF
+$1.3M
40,017
减持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
-$1.2M
71,055
-34%
减持
CVX
CHEVRON CORPORATION COM
+$1.2M
26,974
-6%
减持
TSLA
TESLA INC COM
-$1.2M
9,681
-9%
增持
MSFT
MICROSOFT CORP COM
-$1.2M
11,524
+3%
减持
HRL
HORMEL FOODS CORP COM
-$1.1M
36,379
-56%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$1.1M
11,520
-5%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$1.1M
12,350
+693%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$1.1M
74,016
+6%
减持
SLQD
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$1.1M
469,587
-4%
增持
COWZ
PACER US CASH COWS 100 ETF
+$1.0M
249,465
+3%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$1.0M
2,489
+908%
减持
XLG
INVESCO S&P 500 TOP 50 ETF
-$1.0M
7,433
-69%
增持
IRM
IRON MTN INC DEL COM
+$997.5K
9,879
+7007%
减持
NVDA
NVIDIA CORPORATION COM
-$984.2K
58,522
-2%
减持
KMB
KIMBERLY-CLARK CORP COM
-$921.0K
8,470
-51%
增持
PTNQ
PACER TRENDPILOT 100 ETF
-$912.8K
185,277
+1%
减持
LMT
LOCKHEED MARTIN CORP COM
-$895.2K
2,050
-54%
增持
AMZN
AMAZON COM INC COM
-$888.2K
129,013
+7%
增持
DVN
DEVON ENERGY CORP NEW COM
+$875.1K
19,080
+723%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$867.3K
12,416
+57%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$841.4K
205,041
-2%
增持
WMT
WALMART INC COM
+$815.8K
14,388
+65%
增持
SPTS
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$809.2K
1,030,100
+3%
增持
ACWX
ISHARES MSCI ACWI EX U.S. ETF
+$796.8K
11,725
+12928%
减持
—
EXXON MOBIL CORP COM
+$796.7K
17,770
-4%
减持
EMR
EMERSON ELEC CO COM
-$795.6K
1,668
-78%
减持
FJUL
FT VEST U.S. EQUITY BUFFER ETF - JULY
-$786.6K
139
-99%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$773.2K
48,131
-14%
建仓
FEOE
FIRST EAGLE OVERSEAS EQUITY ETF
+$769.6K
15,252
减持
FDG
AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF
-$732.2K
51,821
-1%
减持
SLV
ISHARES SILVER TRUST
-$722.1K
10,249
-54%
减持
LOW
LOWES COS INC COM
-$706.8K
1,891
-60%
增持
IMCB
ISHARES MORNINGSTAR MID-CAP ETF
+$706.8K
186,408
+4%
减持
NSC
NORFOLK SOUTHN CORP COM
-$702.6K
85
-97%
增持
CGMU
CAPITAL GROUP MUNICIPAL INCOME ETF
+$697.0K
128,786
+26%
减持
FV
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
-$674.2K
11,731
-47%
减持
MGV
VANGUARD MEGA CAP VALUE ETF
-$673.4K
29,893
-16%
减持
IEMG
ISHARES CORE MSCI EMERGING MKTS
-$667.5K
8,276
-55%
减持
ILDR
FIRST TRUST INNOVATION LEADERS ETF
-$663.7K
56,160
-21%
增持
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$651.2K
135,268
+25%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$648.1K
35,602
+141%
增持
KO
COCA COLA CO COM
+$636.5K
32,401
+24%
增持
VG
VENTURE GLOBAL INC COM CL A
+$616.9K
39,299
+10667%
减持
O
REALTY INCOME CORP COM
-$606.9K
3,918
-74%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$603.2K
8,141
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$596.4K
6,348
-12%
增持
PR
PERMIAN RESOURCES CORP CLASS A COM
+$575.2K
76,409
+2%
减持
SPY
STATE STREET SPDR S&P 500 ETF
-$564.1K
9,593
-4%
减持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$555.1K
11,821
-41%
减持
QVMT
INVESCO S&P 500 CONCENTRATED QVM ETF
-$543.5K
2,213
-81%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$539.1K
20,383
-0%
增持
VTWO
VANGUARD RUSSELL 2000 ETF
+$531.9K
10,079
+110%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$530.0K
79,985
+16%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$529.9K
239,893
+4%
增持
ONEV
STATE STREET SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF
+$528.2K
15,688
+33%
减持
AFSM
FIRST TRUST ACTIVE FACTOR SMALL CAP ETF
-$518.1K
1,154
-93%
增持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$515.5K
67,033
+2%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$507.6K
12,177
-56%
增持
VCSH
VANGUARD SHORT TERM CORP BOND FD ETF
+$501.1K
316,533
+3%
增持
VGUS
VANGUARD ULTRA-SHORT TREASURY ETF
+$493.5K
14,250
+84%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$486.5K
130,579
-7%
增持
AWK
AMERICAN WTR WKS CO INC NEW COM
+$484.5K
3,661
+3387%
减持
FIXD
FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
-$477.6K
18,219
-37%
减持
GJUL
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY
-$477.5K
2,168
-84%
增持
ESUM
EVENTIDE US MARKET ETF
+$473.6K
88,647
+29%
增持
CL
COLGATE PALMOLIVE CO COM
+$469.3K
5,736
+2213%
增持
PEP
PEPSICO INC COM
+$468.1K
14,358
+17%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$465.7K
129,822
+14%
减持
GEV
GE VERNOVA INC COM
+$457.6K
2,374
-4%
减持
IVV
ISHARES CORE S&P 500 ETF
-$455.4K
3,023
-15%
增持
BKH
BLACK HILLS CORP COM
+$449.9K
9,315
+229%
减持
ED
CONSOLIDATED EDISON INC COM
-$447.5K
3,646
-58%
减持
—
MEDTRONIC PLC SHS
-$440.1K
15,013
-17%
建仓
CBSH
COMMERCE BANCSHARES INC COM
+$430.9K
8,757
建仓
BLCR
ISHARES LARGE CAP CORE ACTIVE ETF
+$428.0K
10,424
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$425.9K
109,553
+4%
增持
AFL
AFLAC INC COM
+$424.6K
10,817
+57%
减持
AMGN
AMGEN INC COM
-$419.4K
5,872
-23%
增持
PRAY
FIS CHRISTIAN STOCK FUND
+$416.1K
85,416
+14%
增持
CLX
CLOROX CO DEL COM
+$416.1K
4,117
+3821%
增持
OKE
ONEOK INC NEW COM
+$413.3K
24,020
+0%
增持
CINF
CINCINNATI FINL CORP COM
+$408.8K
3,490
+306%
增持
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
-$405.6K
91,083
+2%
增持
DOV
DOVER CORP COM
+$403.3K
2,848
+192%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD
+$402.8K
60,791
+1%
减持
ORCL
ORACLE CORP COM
-$401.4K
5,322
-12%
建仓
BDYN
ISHARES DYNAMIC EQUITY ACTIVE ETF
+$399.6K
16,436
增持
PINS
PINTEREST INC CL A
+$394.5K
137,021
+67%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$394.3K
2,286
+5%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$392.2K
31,895
+117%
减持
META
META PLATFORMS INC CL A
-$387.1K
1,538
-20%
增持
QQQ
INVESCO QQQ TRUST SERIES I
-$386.5K
21,558
+3%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$383.5K
38,581
+14%
减持
GOOG
ALPHABET INC CAP STK CL C
-$374.5K
10,296
-3%
减持
CALF
PACER US SMALL CAP CASH COWS ETF
-$370.1K
6,860
-55%
建仓
TRFK
PACER DATA AND DIGITAL REVOLUTION ETF
+$369.7K
5,940
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$367.3K
8,209
-16%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$366.7K
24,124
+1%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$352.9K
332,328
+5%
减持
MKC
MCCORMICK & CO INC COM NON VTG
-$351.6K
8,643
-25%
增持
FRT
FEDERAL RLTY INVT TR NEW SH BEN INT NEW
+$349.9K
4,059
+404%
