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Creative Financial Designs Inc 13F 持仓 · 2026年Q2

Creative Financial Designs 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 2,258 只证券,申报市值合计 21.00 亿美元。前几大持仓:VTV(4.60%)、BKIE(2.41%)、VGIT(2.17%)。本季前 25 大持仓中:新建仓 1 只、增持 15 只、减持 9 只。

排名代码公司市值占组合股数变动
1VTVVANGUARD VALUE ETF$96.5M4.60%443,005减持
2BKIEBNY MELLON INTERNATIONAL EQUITY ETF$50.6M2.41%503,315增持
3VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF$45.6M2.17%772,897增持
4ELCVEVENTIDE HIGH DIVIDEND ETF$39.9M1.90%1.2M增持
5AAPLAPPLE INC COM$35.8M1.70%123,645减持
6LLYELI LILLY & CO COM$35.5M1.69%29,603增持
7PTLINSPIRE 500 ETF$33.6M1.60%117,590减持
8GARPISHARES MSCI USA QUALITY GARP ETF$33.3M1.58%403,015增持
9AMZNAMAZON COM INC COM$31.1M1.48%130,330增持
10BIBLINSPIRE 100 ETF$29.6M1.41%512,048增持
11VUGVANGUARD GROWTH ETF$28.9M1.38%335,461增持
12BUFRFT VEST LADDERED BUFFER ETF$28.0M1.34%767,287增持
13AVUSAVANTIS U.S. EQUITY ETF$27.9M1.33%217,490新建仓
14SPTSSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF$27.3M1.30%942,567减持
15TRFKPACER DATA AND DIGITAL REVOLUTION ETF$27.3M1.30%255,763增持
16CGDVCAPITAL GROUP DIVIDEND VALUE ETF$25.6M1.22%520,295减持
17MGKVANGUARD MEGA CAP GROWTH ETF$24.6M1.17%279,673增持
18VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$24.1M1.15%291,373增持
19IBDINSPIRE CORPORATE BOND ETF$23.0M1.10%968,280减持
20GLRYINSPIRE GROWTH ETF$22.8M1.09%521,556减持
21SLQDISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF$22.6M1.08%448,811减持
22VCSHVANGUARD SHORT TERM CORP BOND FD ETF$22.2M1.06%281,160减持
23VPUVANGUARD UTILITIES ETF$21.5M1.02%109,863增持
24AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF$21.2M1.01%159,408增持
25IMCBISHARES MORNINGSTAR MID-CAP ETF$20.6M0.98%213,786增持

来源:SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR