Creative Capital Management Investments LLC
SAN DIEGO CA · SEC CIK 0001957363
$3.48亿2026Q1 申报市值
324持仓数
88.8%前十大占比 · 第一大 21.0%
44 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFCF 加仓+$573.86万
DFGR 加仓+$247.28万
PYLD 加仓+$238.73万
DIMENSIONAL U.S. 加仓+$153.22万
DFSU 加仓+$105.66万
2026Q1 卖出最多 按季末市值估算
DFAE 减仓-$33.33万
AAPL 减仓-$26.19万
BRK/B 减仓-$25.97万
BKLN 清仓-$11.72万
AVUV 减仓-$9.21万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BKLN | INVESCO SENIOR LOAN ETF | $0 | 0.00% | 0 | -5,583 | -100.0% | -$11.72万 | 清仓 |
| VLTO | VERALTO CORP COM SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $0 | 0.00% | 0 | -479 | -100.0% | -$2.42万 | 清仓 |
| HGER | HARBOR COMMODITY ALL-WEATHER STRATEGY ETF | $0 | 0.00% | 0 | -677 | -100.0% | -$1.68万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | UNLIMITED HFGM GLOBAL MACRO ETF | $0 | 0.00% | 0 | -418 | -100.0% | -$1.21万 | 清仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MKL | MARKEL GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $0 | 0.00% | 0 | -103 | -100.0% | -$1.07万 | 清仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $0 | 0.00% | 0 | -461 | -100.0% | -$1.06万 | 清仓 |
| INTU | INTUIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HLI | HOULIHAN LOKEY INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VZ | VERIZON COMMUNICATIONS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRSK | VERISK ANALYTICS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $0 | 0.00% | 0 | -93 | -100.0% | -$5,513 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $0 | 0.00% | 0 | -140 | -100.0% | -$5,422 | 清仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $0 | 0.00% | 0 | -23 | -100.0% | -$4,859 | 清仓 |
| DMC | FRESH DEL MONTE PRODUCE INC ORD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GNRC | GENERAC HLDGS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $0 | 0.00% | 0 | -75 | -100.0% | -$1,946 | 清仓 |
| PANW | PALO ALTO NETWORKS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $0 | 0.00% | 0 | -5 | -100.0% | -$1,396 | 清仓 |
| WMB | WILLIAMS COS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC- SPONS ADR | $0 | 0.00% | 0 | -8 | -100.0% | -$1,379 | 清仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DLR | DIGITAL RLTY TR INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$1,238 | 清仓 |
| GSK | GSK PLC SPONSORED ADR | $0 | 0.00% | 0 | -20 | -100.0% | -$981 | 清仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $0 | 0.00% | 0 | -16 | -100.0% | -$911 | 清仓 |
| HLN | HALEON PLC SPON ADS | $0 | 0.00% | 0 | -25 | -100.0% | -$253 | 清仓 |
| HAUZ | DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF | $23 | 0.00% | 1 | 1 | — | $23 | 新建仓 |
| PXH | INVESCO RAFI EMERGING MARKETS ETF | $27 | 0.00% | 1 | 1 | — | $27 | 新建仓 |
| VTRS | VIATRIS INC COM | $41 | 0.00% | 3 | 3 | — | $41 | 新建仓 |
| — | ORION PROPERTIES INC COM | $47 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF | $113 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $115 | 0.00% | 5 | 5 | — | $115 | 新建仓 |
| — | AMARIN CORP PLC SPONSORED ADR | $130 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $142 | 0.00% | 2 | -3 | -60.0% | -$213 | 减仓 |
| ABEV | AMBEV SA SPONSORED ADR | $146 | 0.00% | 50 | 50 | — | $146 | 新建仓 |
| — | INVESCO S&P 500 DOWNSIDE HEDGED ETF | $151 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HYBB | ISHARES BB RATED CORPORATE BOND ETF | $186 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $211 | 0.00% | 25 | 25 | — | $211 | 新建仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $253 | 0.00% | 7 | 7 | — | $253 | 新建仓 |
| MBB | ISHARES MBS BOND ETF | $285 | 0.00% | 3 | -1 | -25.0% | -$95 | 减仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $311 | 0.00% | 7 | -12 | -63.2% | -$533 | 减仓 |
| SCHH | SCHWAB U.S. REIT ETF | $344 | 0.00% | 16 | 7 | 77.8% | $150 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $371 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $376 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC COM | $392 | 0.00% | 28 | 28 | — | $392 | 新建仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $403 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB HIGH YIELD BOND ETF | $494 | 0.00% | 19 | -26 | -57.8% | -$676 | 减仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $510 | 0.00% | 11 | -20 | -64.5% | -$927 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $519 | 0.00% | 46 | 46 | — | $519 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $537 | 0.00% | 8 | 8 | — | $537 | 新建仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $556 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC COM | $620 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $639 | 0.00% | 24 | 24 | — | $639 | 新建仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT | $648 | 0.00% | 29 | 29 | — | $648 | 新建仓 |
| PHIN | PHINIA INC COMMON STOCK | $684 | 0.00% | 10 | 10 | — | $684 | 新建仓 |
| — | CANARY XRP ETF | $701 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $754 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $841 | 0.00% | 18 | 18 | — | $841 | 新建仓 |
| EBND | SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $949 | 0.00% | 46 | -97 | -67.8% | -$2,001 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC COM | $958 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | REX-OSPREY XRP ETF | $993 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| — | ARMADA ACQUISITION CORP II COM CL A | $1,031 | 0.00% | 100 | 100 | — | $1,031 | 新建仓 |
| HRL | HORMEL FOODS CORP COM | $1,133 | 0.00% | 50 | 50 | — | $1,133 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $1,142 | 0.00% | 15 | -58 | -79.5% | -$4,416 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,153 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| XXI | TWENTY ONE CAP INC COM SHS CL A | $1,229 | 0.00% | 192 | 100 | 108.7% | $640 | 加仓 |
| EMR | EMERSON ELEC CO COM | $1,310 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1,326 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| KTF | DWS MUN INCOME TR NEW COM | $1,365 | 0.00% | 150 | 150 | — | $1,365 | 新建仓 |
| GD | GENERAL DYNAMICS CORP COM | $1,373 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC- SPONS ADR | $1,381 | 0.00% | 7 | 7 | — | $1,381 | 新建仓 |
| AEF | ABRDN EMERGING MARKETS EX CHIN COM | $1,553 | 0.00% | 213 | 213 | — | $1,553 | 新建仓 |
| SCHE | SCHWAB EMERGING MARKET EQ ETF | $1,648 | 0.00% | 50 | 41 | 455.6% | $1,351 | 加仓 |
| — | EUROPEAN EQUITY FD INC COM | $1,681 | 0.00% | 170 | 170 | — | $1,681 | 新建仓 |
| SNAP | SNAP INC CL A | $1,789 | 0.00% | 389 | -384 | -49.7% | -$1,766 | 减仓 |
| TFC | TRUIST FINL CORP COM | $1,793 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $1,827 | 0.00% | 37 | -36 | -49.3% | -$1,778 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $1,850 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $1,875 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $1,989 | 0.00% | 125 | 125 | — | $1,989 | 新建仓 |
| F | FORD MOTOR COMPANY | $2,020 | 0.00% | 175 | 175 | — | $2,020 | 新建仓 |
| PBR | PETROLEO BRASILEIRO SA PETROBRAS | $2,075 | 0.00% | 100 | 100 | — | $2,075 | 新建仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $2,154 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES COM | $2,173 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| BANC | BANC OF CALIFORNIA INC COM | $2,198 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| MXF | MEXICO FD INC COM | $2,260 | 0.00% | 108 | 108 | — | $2,260 | 新建仓 |
| — | AMERICAN BITCOIN CORP. COM CL A | $2,321 | 0.00% | 2,511 | 1,300 | 107.3% | $1,202 | 加仓 |
| STX | SEAGATE TECHNOLOGY | $2,351 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | FIRST TR SR FLTG RATE INCOME F COM | $2,410 | 0.00% | 250 | 250 | — | $2,410 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP COM | $2,412 | 0.00% | 25 | 25 | — | $2,412 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $2,418 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $2,691 | 0.00% | 55 | 47 | 587.5% | $2,300 | 加仓 |
| BWA | BORG WARNER AUTOMOTIVE INC | $2,713 | 0.00% | 50 | 50 | — | $2,713 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO COM | $2,818 | 0.00% | 75 | 75 | — | $2,818 | 新建仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $2,919 | 0.00% | 90 | 43 | 91.5% | $1,395 | 加仓 |