13FBOX
CREATIVE FINANCIAL DESIGNS INC /ADV · 13F 持仓分析
期权收益计算器 机构排行

CREATIVE FINANCIAL DESIGNS INC /ADV

No.1687 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$21.00亿
环比变动 Q1 2026
+$4.54亿+27.6%
持仓股票数
2257
新买入
199
加仓
800
减仓
433
清仓
100
持股不变
825
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VTV
4.6%5.55%$9,654.4万44.3万股$9,124.7万46.5万股-2.2万股-4.74%减仓
BBNY MELLON ETF TRUSTBKMI
2.41%2.53%$5,063.3万50.3万股$4,158.4万44.5万股+5.8万股+13.08%加仓
V先锋领航斯科茨代尔基金VGIT
2.17%2.58%$4,558.5万77.3万股$4,236.4万71.1万股+6.1万股+8.64%加仓
EEVENTIDE HIGH DIVIDEND ETFELCV
1.9%0.61%$3,988.8万121.4万股$1,011.6万34.9万股+86.5万股+247.88%加仓
苹果AAPL
1.7%1.92%$3,577.8万12.4万股$3,157.9万12.4万股-785股-0.63%减仓
礼来LLY
1.69%1.58%$3,550.6万3.0万股$2,601.6万2.8万股+1,318股+4.66%加仓
NNORTHERN LTS FD TR IVPTL
1.6%2.23%$3,364.1万11.8万股$3,673.5万14.7万股-2.9万股-19.80%减仓
IiShares安硕信托GARP
1.58%0.22%$3,326.9万40.3万股$362.8万5.7万股+34.6万股+610.57%加仓
亚马逊AMZN
1.48%1.63%$3,106.3万13.0万股$2,687.0万12.9万股+1,317股+1.02%加仓
IINSPIRE 100 ETFBIBL
1.41%0.23%$2,963.7万51.2万股$371.6万7.9万股+43.3万股+549.78%加仓
V先锋领航指数基金VUG
1.38%1.55%$2,889.7万33.5万股$2,550.3万5.8万股+27.7万股+474.55%加仓
FIRST INTST BANCSYSTEMFIBK
1.34%0.64%$2,802.9万76.7万股$1,060.3万31.4万股+45.3万股+144.38%加仓
A美国世纪ETF信托AVUS
1.33%$2,785.6万21.7万股$00股+21.7万股新买入
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
1.3%1.83%$2,734.4万94.3万股$3,005.8万103.0万股-8.8万股-8.50%减仓
PPACER DATA AND DIGITAL REVOLUTION ETFTRFK
1.3%0.02%$2,729.0万25.6万股$37.0万5,940股+25.0万股+4,205.77%加仓
C资本集团股息价值CCBG
1.22%1.43%$2,564.0万52.0万股$2,359.6万55.5万股-3.4万股-6.20%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
1.17%1.21%$2,458.6万28.0万股$1,986.4万5.4万股+22.6万股+417.33%加仓
V先锋领航斯科茨代尔基金VCIT
1.15%0.7%$2,408.2万29.1万股$1,156.4万14.0万股+15.2万股+108.50%加仓
IINSPIRE CORPORATE BOND ETFIBD
1.1%1.53%$2,301.6万96.8万股$2,520.4万105.6万股-8.8万股-8.35%减仓
NNORTHERN LTS FD TR IVGLRY
1.09%1.33%$2,278.7万52.2万股$2,180.1万58.7万股-6.6万股-11.22%减仓
IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD
1.08%1.44%$2,260.7万44.9万股$2,370.9万47.0万股-2.1万股-4.42%减仓
V先锋领航斯科茨代尔基金BSV
1.06%1.53%$2,222.0万28.1万股$2,509.2万31.7万股-3.5万股-11.18%减仓
V先锋领航全球基金VPU
1.02%1.29%$2,150.3万11.0万股$2,115.0万10.7万股+3,118股+2.92%加仓
F第一信托交易所交易基金FYC
1.01%0.04%$2,124.1万15.9万股$61.1万5,514股+15.4万股+2,790.97%加仓
IiShares安硕·MORNINGSTAR MID-CAP ETFIMCB
0.98%0.95%$2,064.3万21.4万股$1,555.2万18.6万股+2.7万股+14.69%加仓
I景顺·S&PSPHQ
0.94%1.04%$1,971.3万21.9万股$1,703.2万22.7万股-7,731股-3.41%减仓
NNORTHERN LTS FD TR IVFDLS
0.91%0.61%$1,914.4万45.3万股$1,002.8万27.1万股+18.1万股+66.83%加仓
PPacer基金信托COWZ
0.9%0.95%$1,890.4万30.4万股$1,560.7万24.9万股+5.4万股+21.83%加仓
V先锋领航斯科茨代尔基金VONG
0.9%1.76%$1,882.3万14.7万股$2,892.6万26.4万股-11.6万股-44.15%减仓
TTIMOTHY PLANTPIF
0.85%1.71%$1,795.1万48.1万股$2,806.6万77.9万股-29.8万股-38.22%减仓
I景顺QQQ信托VOO
0.85%0.76%$1,786.1万2.4万股$1,244.3万2.2万股+2,696股+12.51%加仓
VVictory组合IIJCPB
0.75%1.03%$1,579.1万33.7万股$1,697.8万36.1万股-2.4万股-6.64%减仓
AAvantis·U SAVUV
0.74%0.5%$1,563.4万12.5万股$817.7万7.4万股+5.1万股+69.31%加仓
V先锋领航指数基金VOO
0.72%0.68%$1,506.8万2.2万股$1,115.9万1.9万股+3,264股+17.48%加仓
PPIMCO太平洋投资管理ETFMINO
0.7%0.01%$1,459.8万31.9万股$19.6万4,333股+31.5万股+7,262.59%加仓
TTIMOTHY PLANTPSC
0.69%0.75%$1,451.7万30.3万股$1,228.8万29.0万股+1.3万股+4.50%加仓
IiShares安硕信托IMCG
0.67%0.73%$1,405.2万14.3万股$1,203.2万15.3万股-9,793股-6.41%减仓
IiShares安硕信托IUSV
0.66%0.74%$1,380.3万12.5万股$1,220.7万11.9万股+5,918股+4.96%加仓
V先锋领航斯科茨代尔基金VGSH
0.65%0.95%$1,358.7万23.3万股$1,563.1万26.7万股-3.4万股-12.57%减仓
FFT VEST LAD AUTO CALL BARRIERACYN
0.64%$1,344.3万64.7万股$00股+64.7万股新买入
V先锋领航·FTSEVEA
0.64%0.63%$1,343.8万18.9万股$1,033.6万16.1万股+2.7万股+16.93%加仓
卡特彼勒CAT
0.59%0.45%$1,241.9万1.2万股$744.6万1.1万股+1,152股+10.96%加仓
VVALUED ADVISERS TRMBSF
0.55%0.54%$1,161.8万45.3万股$891.8万35.0万股+10.3万股+29.44%加仓
V先锋领航全球基金VGT
0.54%0.49%$1,140.7万9.5万股$803.8万1.2万股+8.4万股+728.44%加仓
英伟达NVDA
0.53%0.62%$1,120.0万5.6万股$1,020.6万5.9万股-2,548股-4.35%减仓
V先锋领航·FSTEVWO
0.53%0.79%$1,117.2万18.7万股$1,296.6万24.0万股-5.3万股-21.98%减仓
C资本集团固定收益ETF信托CGMU
0.53%0.21%$1,106.0万40.3万股$349.7万12.9万股+27.4万股+212.62%加仓
NNORTHERN LTS FD TR IVWWJD
0.49%0.75%$1,039.0万27.2万股$1,226.9万32.8万股-5.6万股-16.95%减仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
0.49%0.65%$1,024.7万34.1万股$1,062.3万35.3万股-1.2万股-3.36%减仓
S道富SPYV
0.48%0.56%$1,016.6万16.7万股$919.5万16.3万股+4,714股+2.90%加仓

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