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 |
|---|---|---|---|---|---|---|---|---|
| SMBS | SCHWAB MORTGAGE-BACKED SECURITIES ETF | $1.24万 | 0.00% | 487 | -168 | -25.6% | -$4,271 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1.25万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE LTD BERMUDA CL A | $1.27万 | 0.00% | 102 | 20 | 24.4% | $2,489 | 加仓 |
| — | IMPACT SHARES WOMENS EMPOWERMENT ETF | $1.27万 | 0.00% | 300 | 300 | — | $1.27万 | 新建仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $1.29万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1.30万 | 0.00% | 288 | 122 | 73.5% | $5,504 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $1.30万 | 0.00% | 308 | 75 | 32.2% | $3,176 | 重新持有 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $1.31万 | 0.00% | 331 | 331 | — | $1.31万 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD F | $1.31万 | 0.00% | 81 | 81 | — | $1.31万 | 新建仓 |
| IWV | ISHARES TRUST RUSSELL 3000 INDEX FD | $1.32万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $1.34万 | 0.00% | 34 | 34 | — | $1.34万 | 新建仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1.35万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $1.35万 | 0.00% | 55 | 5 | 10.0% | $1,231 | 加仓 |
| SU | SUNCOR ENERGY INC NEW COM | $1.38万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $1.39万 | 0.00% | 42 | 42 | — | $1.39万 | 新建仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $1.39万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1.42万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC MSCI GERMANY INDEX FD | $1.45万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $1.45万 | 0.00% | 641 | -225 | -26.0% | -$5,094 | 减仓 |
| TGT | TARGET CORP COM | $1.46万 | 0.00% | 112 | 50 | 80.6% | $6,530 | 加仓 |
| URI | UNITED RENTALS INC COM | $1.47万 | 0.00% | 13 | 13 | — | $1.47万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $1.54万 | 0.00% | 101 | 27 | 36.5% | $4,105 | 加仓 |
| ILMN | ILLUMINA INC | $1.55万 | 0.00% | 88 | 13 | 17.3% | $2,286 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $1.59万 | 0.00% | 181 | 37 | 25.7% | $3,247 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $1.65万 | 0.00% | 114 | 78 | 216.7% | $1.13万 | 加仓 |
| CAPE | DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF | $1.68万 | 0.00% | 519 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.74万 | 0.00% | 70 | 7 | 11.1% | $1,739 | 加仓 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $1.74万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $1.77万 | 0.00% | 81 | 49 | 153.1% | $1.07万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $1.78万 | 0.00% | 9 | 9 | — | $1.78万 | 新建仓 |
| T | AT&T INC COM | $1.88万 | 0.00% | 908 | 443 | 95.3% | $9,170 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.91万 | 0.00% | 40 | 40 | — | $1.91万 | 新建仓 |
| CMI | CUMMINS INC COM | $1.93万 | 0.00% | 27 | 17 | 170.0% | $1.21万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $1.99万 | 0.00% | 40 | 16 | 66.7% | $7,948 | 加仓 |
| VOYA | VOYA FINANCIAL INC COM | $2.08万 | 0.00% | 230 | 40 | 21.1% | $3,621 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $2.12万 | 0.00% | 52 | 9 | 20.9% | $3,665 | 加仓 |
| STX | SEAGATE TECHNOLOGY | $2.12万 | 0.00% | 22 | 16 | 266.7% | $1.54万 | 加仓 |
| DIA | SPDR DOW JONES INDUSTRIAL ETF | $2.19万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| SHE | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $2.32万 | 0.01% | 150 | 150 | — | $2.32万 | 新建仓 |
| LIN | LINDE PLC SHS | $2.34万 | 0.01% | 45 | 45 | — | $2.34万 | 新建仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $2.40万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $2.42万 | 0.01% | 143 | 43 | 43.0% | $7,269 | 加仓 |
| F | FORD MOTOR COMPANY | $2.44万 | 0.01% | 1,756 | 1,581 | 903.4% | $2.20万 | 加仓 |
| ZBH | ZIMMER HLDGS INC | $2.46万 | 0.01% | 286 | 33 | 13.0% | $2,841 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $2.49万 | 0.01% | 356 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $2.49万 | 0.01% | 39 | 39 | — | $2.49万 | 新建仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $2.52万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $2.52万 | 0.01% | 443 | 443 | — | $2.52万 | 新建仓 |
| AKRE | AKRE FOCUS ETF | $2.53万 | 0.01% | 476 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $2.58万 | 0.01% | 932 | 263 | 39.3% | $7,285 | 加仓 |
| CSX | CSX CORP COM | $2.59万 | 0.01% | 544 | 204 | 60.0% | $9,696 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $2.60万 | 0.01% | 712 | 712 | — | $2.60万 | 新建仓 |
| AVRE | AVANTIS REAL ESTATE ETF | $2.68万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $2.75万 | 0.01% | 203 | 4 | 2.0% | $542 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $2.75万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $2.75万 | 0.01% | 490 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY | $2.79万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $2.82万 | 0.01% | 343 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $2.84万 | 0.01% | 136 | 64 | 88.9% | $1.34万 | 加仓 |
| FMDE | FIDELITY ENHANCED MID CAP CORE ETF | $2.89万 | 0.01% | 711 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIVER COM | $2.94万 | 0.01% | 3,556 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $2.95万 | 0.01% | 124 | 34 | 37.8% | $8,090 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $3.05万 | 0.01% | 283 | 49 | 20.9% | $5,281 | 加仓 |
| COP | CONOCOPHILLIPS COM | $3.12万 | 0.01% | 300 | 100 | 50.0% | $1.04万 | 加仓 |
| DVY | ISHARES DJ SELECT DIVIDEND | $3.13万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $3.16万 | 0.01% | 73 | 73 | — | $3.16万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $3.21万 | 0.01% | 42 | 42 | — | $3.21万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $3.24万 | 0.01% | 66 | 15 | 29.4% | $7,368 | 加仓 |
| O | REALTY INCOME CORP | $3.25万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINANCIAL INC. | $3.26万 | 0.01% | 71 | 15 | 26.8% | $6,881 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $3.30万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $3.39万 | 0.01% | 381 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $3.42万 | 0.01% | 666 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $3.46万 | 0.01% | 128 | 25 | 24.3% | $6,762 | 加仓 |
| SYK | STRYKER CORP | $3.46万 | 0.01% | 110 | 11 | 11.1% | $3,463 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $3.50万 | 0.01% | 88 | 30 | 51.7% | $1.19万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $3.65万 | 0.01% | 165 | 165 | — | $3.65万 | 新建仓 |
| IBM | INTL BUSINESS MACHINES | $3.68万 | 0.01% | 131 | 32 | 32.3% | $8,999 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $3.69万 | 0.01% | 485 | 78 | 19.2% | $5,932 | 加仓 |
| HON | HONEYWELL INTL INC | $3.69万 | 0.01% | 165 | -136 | -45.2% | -$3.05万 | 减仓 |
| UNP | UNION PAC CORP COM | $3.70万 | 0.01% | 136 | 7 | 5.4% | $1,904 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $3.72万 | 0.01% | 397 | 115 | 40.8% | $1.08万 | 加仓 |
| APTV | APTIV PLC COM SHS | $3.79万 | 0.01% | 618 | 618 | — | $3.79万 | 新建仓 |
| SPBO | STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | $3.87万 | 0.01% | 1,333 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $3.88万 | 0.01% | 539 | 39 | 7.8% | $2,806 | 加仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $3.91万 | 0.01% | 4,163 | 4,163 | — | $3.91万 | 新建仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $3.95万 | 0.01% | 539 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $3.99万 | 0.01% | 413 | 413 | — | $3.99万 | 新建仓 |
| DE | DEERE & CO COM | $4.00万 | 0.01% | 63 | 18 | 40.0% | $1.14万 | 加仓 |
| JCI | JOHNSON CTLS INC | $4.02万 | 0.01% | 275 | 49 | 21.7% | $7,159 | 加仓 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $4.08万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $4.10万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $4.21万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $4.27万 | 0.01% | 349 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $4.39万 | 0.01% | 430 | 21 | 5.1% | $2,146 | 加仓 |
| BSV | VANGUARD SHORT TERM BOND | $4.54万 | 0.01% | 583 | -154 | -20.9% | -$1.20万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $4.55万 | 0.01% | 271 | 187 | 222.6% | $3.14万 | 加仓 |
| VB | VANGUARD SMALL CAP ETF | $4.55万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $4.79万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALLCAP 600 GROWTH ETF | $4.88万 | 0.01% | 273 | 0 | 0.0% | — | 不变 |