Creative Capital Management Investments LLC
SAN DIEGO CA · SEC CIK 0001957363
$4.33亿2026Q2 申报市值
1,438持仓数
84.8%前十大占比 · 第一大 20.7%
1126 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFAX 加仓+$1,045.49万
DIMENSIONAL U.S. 加仓+$601.54万
DFCF 加仓+$507.75万
DFGR 加仓+$431.44万
IGM 加仓+$223.53万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$63.10万
DFNM 减仓-$7.13万
ADP 减仓-$5.06万
QCOM 减仓-$3.46万
HON 减仓-$3.05万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $8,969.69万 | 20.69% | 2,434,768 | 283,793 | 13.2% | $1,045.49万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $7,805.56万 | 18.01% | 1,759,594 | 135,605 | 8.4% | $601.54万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $6,311.17万 | 14.56% | 1,495,183 | 120,292 | 8.7% | $507.75万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $3,777.06万 | 8.71% | 302,746 | 2,867 | 1.0% | $35.77万 | 加仓 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $3,034.76万 | 7.00% | 1,047,552 | 148,926 | 16.6% | $431.44万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $2,526.21万 | 5.83% | 952,568 | 65,954 | 7.4% | $174.91万 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $2,506.82万 | 5.78% | 623,432 | 30,540 | 5.2% | $122.80万 | 加仓 |
| AAPL | APPLE INC | $748.69万 | 1.73% | 25,874 | 3,114 | 13.7% | $90.11万 | 加仓 |
| PRF | POWERSHARES FTSE RAFI US 1000 | $724.89万 | 1.67% | 134,165 | -215 | -0.2% | -$1.16万 | 减仓 |
| NVDA | NVIDIA CORP | $332.35万 | 0.77% | 16,610 | 781 | 4.9% | $15.63万 | 加仓 |
| AMZN | AMAZON.COM INC | $300.45万 | 0.69% | 12,606 | 3,716 | 41.8% | $88.57万 | 加仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $227.65万 | 0.53% | 13,917 | 13,665 | 5,422.6% | $223.53万 | 加仓 |
| DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $216.66万 | 0.50% | 48,039 | 1,606 | 3.5% | $7.24万 | 加仓 |
| GOOGL | GOOGLE INC | $210.71万 | 0.49% | 5,896 | 3,560 | 152.4% | $127.22万 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $206.86万 | 0.48% | 14,579 | 14,579 | — | $206.86万 | 新建仓 |
| MSFT | MICROSOFT | $204.78万 | 0.47% | 5,490 | 1,312 | 31.4% | $48.94万 | 加仓 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $199.52万 | 0.46% | 42,787 | 216 | 0.5% | $1.01万 | 加仓 |
| DFSB | DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF | $178.42万 | 0.41% | 34,240 | 7,611 | 28.6% | $39.66万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $176.99万 | 0.41% | 4,783 | -47 | -1.0% | -$1.74万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $149.77万 | 0.35% | 2 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $147.25万 | 0.34% | 25,547 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ENHANCED SHORT MATURITY ETF | $119.72万 | 0.28% | 11,876 | -59 | -0.5% | -$5,948 | 减仓 |
| RTX | RTX CORPORATION COM | $118.98万 | 0.27% | 6,271 | 31 | 0.5% | $5,882 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $111.70万 | 0.26% | 11,576 | -187 | -1.6% | -$1.80万 | 减仓 |
| QCOM | QUALCOMM INC | $86.56万 | 0.20% | 4,684 | -187 | -3.8% | -$3.46万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $83.22万 | 0.19% | 1,151 | 1,151 | — | $83.22万 | 新建仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $78.22万 | 0.18% | 2,071 | 1,543 | 292.2% | $58.28万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $74.28万 | 0.17% | 2,097 | 2,093 | 52,325.0% | $74.14万 | 加仓 |
| DFSE | DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | $74.02万 | 0.17% | 15,143 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $71.91万 | 0.17% | 1,437 | -24 | -1.6% | -$1.20万 | 减仓 |
| AVGE | AVANTIS ALL EQUITY MARKETS ETF | $70.19万 | 0.16% | 7,083 | 258 | 3.8% | $2.56万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $67.40万 | 0.16% | 4,930 | 4,930 | — | $67.40万 | 新建仓 |
| TSLA | TESLA INC COM | $63.68万 | 0.15% | 1,514 | 276 | 22.3% | $11.61万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $62.66万 | 0.14% | 11,688 | 11,651 | 31,489.2% | $62.46万 | 加仓 |
| LLY | ELI LILLY & CO COM | $62.37万 | 0.14% | 520 | 468 | 900.0% | $56.13万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $62.21万 | 0.14% | 833 | -4 | -0.5% | -$2,987 | 减仓 |
| WMT | WALMART INC COM | $61.85万 | 0.14% | 5,461 | 2,784 | 104.0% | $31.53万 | 加仓 |
| AVES | AVANTIS EMERGING MARKETS VALUE ETF | $59.02万 | 0.14% | 8,997 | 8,997 | — | $59.02万 | 新建仓 |
| EFV | ISHARES MSCI EAFE VALUE INDEX ETF | $58.10万 | 0.13% | 7,590 | 7,590 | — | $58.10万 | 新建仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $55.68万 | 0.13% | 4,484 | 172 | 4.0% | $2.14万 | 加仓 |
| C | CITIGROUP INC | $54.84万 | 0.13% | 3,918 | 3,563 | 1,003.7% | $49.87万 | 加仓 |
| MU | MICRON TECHNOLOGY | $52.64万 | 0.12% | 456 | 66 | 16.9% | $7.62万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $52.29万 | 0.12% | 559 | -13 | -2.3% | -$1.22万 | 减仓 |
| META | META PLATFORMS INC CL A | $51.44万 | 0.12% | 913 | 683 | 297.0% | $38.48万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $50.57万 | 0.12% | 4,003 | 87 | 2.2% | $1.10万 | 加仓 |
| CAT | CATERPILLAR INC COM | $44.09万 | 0.10% | 414 | 135 | 48.4% | $14.38万 | 加仓 |
| PWR | QUANTA SERVICES INC | $43.27万 | 0.10% | 601 | 601 | — | $43.27万 | 新建仓 |
| HD | HOME DEPOT | $42.46万 | 0.10% | 1,204 | 50 | 4.3% | $1.76万 | 加仓 |
| MA | MASTERCARD INC | $39.60万 | 0.09% | 771 | 699 | 970.8% | $35.90万 | 加仓 |
| QQQ | POWERSHARES QQQ TR | $38.88万 | 0.09% | 528 | 100 | 23.4% | $7.36万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $37.80万 | 0.09% | 13,053 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $37.55万 | 0.09% | 1,492 | 31 | 2.1% | $7,801 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $36.84万 | 0.08% | 4,778 | 115 | 2.5% | $8,868 | 加仓 |
| AGG | ISHARES AGGREGATE BOND ETF | $36.78万 | 0.08% | 3,716 | 0 | 0.0% | — | 不变 |
| ATI | ALLEGHENY TECH INC | $36.25万 | 0.08% | 1,839 | 1,839 | — | $36.25万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $35.68万 | 0.08% | 1,228 | 18 | 1.5% | $5,231 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $34.57万 | 0.08% | 1,596 | 1,596 | — | $34.57万 | 新建仓 |
| RKLB | ROCKET LAB CORP COM | $34.27万 | 0.08% | 3,371 | 3,371 | — | $34.27万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO COM | $33.09万 | 0.08% | 1,011 | 347 | 52.3% | $11.36万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $32.15万 | 0.07% | 3,095 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $31.27万 | 0.07% | 934 | 934 | — | $31.27万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL, INC. | $31.18万 | 0.07% | 784 | 4 | 0.5% | $1,591 | 加仓 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $27.84万 | 0.06% | 1,461 | -50 | -3.3% | -$9,526 | 减仓 |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $27.71万 | 0.06% | 5,732 | -1,475 | -20.5% | -$7.13万 | 减仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $27.26万 | 0.06% | 2,128 | -57 | -2.6% | -$7,301 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $27.22万 | 0.06% | 906 | 100 | 12.4% | $3.00万 | 加仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $26.22万 | 0.06% | 2,875 | 0 | 0.0% | — | 不变 |
| WELL | HEALTH CARE REIT INC | $26.15万 | 0.06% | 1,152 | 1,127 | 4,508.0% | $25.58万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $26.12万 | 0.06% | 2,368 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $25.96万 | 0.06% | 5,133 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $25.96万 | 0.06% | 1,566 | 252 | 19.2% | $4.18万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $25.90万 | 0.06% | 1,819 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $25.52万 | 0.06% | 4,225 | 154 | 3.8% | $9,301 | 加仓 |
| MCK | MCKESSON CORP COM | $25.46万 | 0.06% | 337 | 259 | 332.1% | $19.57万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $24.52万 | 0.06% | 656 | 21 | 3.3% | $7,848 | 加仓 |
| PRFZ | POWERSHARES FTSE RAFI US 1500 S/M PT | $23.98万 | 0.06% | 4,300 | -105 | -2.4% | -$5,856 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $23.55万 | 0.05% | 2,198 | 2,198 | — | $23.55万 | 新建仓 |
| AMGN | AMGEN INC | $23.36万 | 0.05% | 645 | 16 | 2.5% | $5,794 | 加仓 |
| AEE | AMEREN CORP | $23.24万 | 0.05% | 2,056 | 23 | 1.1% | $2,600 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $23.19万 | 0.05% | 306 | 6 | 2.0% | $4,547 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $22.41万 | 0.05% | 2,235 | 1,984 | 790.4% | $19.90万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $22.11万 | 0.05% | 2,252 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC COM | $21.42万 | 0.05% | 1,073 | 1,073 | — | $21.42万 | 新建仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $21.04万 | 0.05% | 8,420 | 5,429 | 181.5% | $13.57万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $20.29万 | 0.05% | 1,368 | 93 | 7.3% | $1.38万 | 加仓 |
| IVV | ISHARES S&P 500 INDEX | $20.15万 | 0.05% | 269 | 140 | 108.5% | $10.48万 | 加仓 |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $19.74万 | 0.05% | 482 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $19.33万 | 0.04% | 2,339 | 315 | 15.6% | $2.60万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $19.25万 | 0.04% | 794 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD ETF | $19.19万 | 0.04% | 521 | 140 | 36.7% | $5.16万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $18.90万 | 0.04% | 2,211 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $18.76万 | 0.04% | 3,255 | 128 | 4.1% | $7,375 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $18.20万 | 0.04% | 538 | 36 | 7.2% | $1.22万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $17.69万 | 0.04% | 2,135 | 1,247 | 140.4% | $10.33万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $17.65万 | 0.04% | 2,198 | 36 | 1.7% | $2,891 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $17.37万 | 0.04% | 2,017 | 331 | 19.6% | $2.85万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $17.10万 | 0.04% | 249 | 159 | 176.7% | $10.92万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $17.09万 | 0.04% | 2,812 | 2,812 | — | $17.09万 | 新建仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $16.99万 | 0.04% | 2,384 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $16.59万 | 0.04% | 1,298 | 0 | 0.0% | — | 不变 |