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 |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB U.S. MID-CAP ETF | $4.93万 | 0.01% | 1,337 | 0 | 0.0% | — | 不变 |
| REET | ISHARES GLOBAL REIT ETF | $5.07万 | 0.01% | 1,836 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $5.21万 | 0.01% | 104 | 16 | 18.2% | $8,022 | 加仓 |
| ETN | EATON CORP PLC SHS | $5.37万 | 0.01% | 126 | 23 | 22.3% | $9,801 | 加仓 |
| — | EATON VANCE TAX MNGED BUY WRIT COM | $5.53万 | 0.01% | 3,556 | 3,556 | — | $5.53万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP COM | $5.56万 | 0.01% | 520 | 20 | 4.0% | $2,140 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $5.65万 | 0.01% | 1,241 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $5.97万 | 0.01% | 369 | 41 | 12.5% | $6,631 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $6.18万 | 0.01% | 1,825 | -13 | -0.7% | -$440 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $6.22万 | 0.01% | 2,059 | 176 | 9.3% | $5,315 | 加仓 |
| HAS | HASBRO INC COM | $6.40万 | 0.01% | 775 | 775 | — | $6.40万 | 新建仓 |
| CSCO | CISCO SYS INC | $6.84万 | 0.02% | 582 | 162 | 38.6% | $1.90万 | 加仓 |
| APH | AMPHENOL CORP CL A | $6.89万 | 0.02% | 391 | 71 | 22.2% | $1.25万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $6.92万 | 0.02% | 309 | -226 | -42.2% | -$5.06万 | 减仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $7.05万 | 0.02% | 672 | 672 | — | $7.05万 | 新建仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $7.26万 | 0.02% | 307 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $7.28万 | 0.02% | 62 | 5 | 8.8% | $5,874 | 加仓 |
| VNQ | VANGUARD REIT INDEX ETF | $7.42万 | 0.02% | 769 | 93 | 13.8% | $8,968 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $7.90万 | 0.02% | 311 | 53 | 20.5% | $1.35万 | 加仓 |
| DHI | D R HORTON INC | $7.90万 | 0.02% | 485 | 35 | 7.8% | $5,701 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $8.06万 | 0.02% | 888 | 64 | 7.8% | $5,807 | 加仓 |
| MLRG | ISHARES MORNINGSTAR U.S. EQUITY ETF | $8.29万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $8.40万 | 0.02% | 1,622 | 1,509 | 1,335.4% | $7.81万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $8.42万 | 0.02% | 1,014 | 731 | 258.3% | $6.07万 | 加仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $8.55万 | 0.02% | 1,871 | 1,871 | — | $8.55万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP | $8.81万 | 0.02% | 212 | 66 | 45.2% | $2.74万 | 加仓 |
| DIS | DISNEY WALT CO COM | $8.99万 | 0.02% | 934 | 64 | 7.4% | $6,160 | 加仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $9.24万 | 0.02% | 330 | 330 | — | $9.24万 | 新建仓 |
| TJX | TJX COS INC NEW COM | $9.32万 | 0.02% | 615 | 52 | 9.2% | $7,878 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $9.48万 | 0.02% | 558 | 558 | — | $9.48万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $9.61万 | 0.02% | 95 | 15 | 18.8% | $1.52万 | 加仓 |
| GLW | CORNING INC COM | $9.63万 | 0.02% | 377 | 77 | 25.7% | $1.97万 | 加仓 |
| GRMN | GARMIN LTD | $9.95万 | 0.02% | 419 | 19 | 4.8% | $4,513 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $9.99万 | 0.02% | 916 | 916 | — | $9.99万 | 新建仓 |
| KLAC | KLA-TENCOR CORP | $10.14万 | 0.02% | 336 | 76 | 29.2% | $2.29万 | 加仓 |
| VLO | VALERO ENERGY CORP | $10.29万 | 0.02% | 395 | 31 | 8.5% | $8,074 | 加仓 |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | $10.46万 | 0.02% | 2,036 | 2,036 | — | $10.46万 | 新建仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $10.54万 | 0.02% | 1,170 | 0 | 0.0% | — | 不变 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $10.94万 | 0.03% | 1,442 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $11.60万 | 0.03% | 1,388 | 1,388 | — | $11.60万 | 新建仓 |
| VO | VANGUARD MID CAP | $11.70万 | 0.03% | 1,452 | 1,316 | 967.6% | $10.60万 | 加仓 |
| SRE | SEMPRA ENERGY | $11.72万 | 0.03% | 1,264 | 224 | 21.5% | $2.08万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $11.74万 | 0.03% | 176 | 176 | — | $11.74万 | 新建仓 |
| SLB | SLB LIMITED COM STK | $11.75万 | 0.03% | 2,527 | 2,527 | — | $11.75万 | 新建仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $11.78万 | 0.03% | 1,007 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $11.97万 | 0.03% | 646 | 646 | — | $11.97万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $11.97万 | 0.03% | 206 | 22 | 12.0% | $1.28万 | 加仓 |
| INTC | INTEL CORP COM | $12.30万 | 0.03% | 881 | 112 | 14.6% | $1.56万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $12.60万 | 0.03% | 357 | 157 | 78.5% | $5.54万 | 加仓 |
| ORCL | ORACLE CORPORATION | $12.98万 | 0.03% | 886 | 80 | 9.9% | $1.17万 | 加仓 |
| EVRG | EVERGY INC COM | $13.25万 | 0.03% | 1,533 | 32 | 2.1% | $2,766 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $13.62万 | 0.03% | 640 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $14.10万 | 0.03% | 1,922 | 76 | 4.1% | $5,575 | 加仓 |
| VTV | VANGUARD VALUE ETF | $14.21万 | 0.03% | 652 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $14.23万 | 0.03% | 5,911 | 297 | 5.3% | $7,152 | 加仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $14.32万 | 0.03% | 825 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $14.52万 | 0.03% | 151 | 142 | 1,577.8% | $13.65万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $14.68万 | 0.03% | 2,764 | 2,616 | 1,767.6% | $13.89万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $14.71万 | 0.03% | 1,649 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $14.96万 | 0.03% | 436 | 112 | 34.6% | $3.84万 | 加仓 |
| LOW | LOWES COS INC COM | $15.08万 | 0.03% | 684 | 13 | 1.9% | $2,866 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $15.35万 | 0.04% | 1,047 | 137 | 15.1% | $2.01万 | 加仓 |
| KO | COCA COLA CO COM | $15.90万 | 0.04% | 1,957 | 1,957 | — | $15.90万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $16.32万 | 0.04% | 653 | 7 | 1.1% | $1,750 | 加仓 |
| MRK | MERCK & CO INC | $16.54万 | 0.04% | 1,287 | 174 | 15.6% | $2.24万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $16.59万 | 0.04% | 1,298 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $16.99万 | 0.04% | 2,384 | 0 | 0.0% | — | 不变 |
| 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 |
| VOO | VANGUARD S&P 500 ETF | $17.10万 | 0.04% | 249 | 159 | 176.7% | $10.92万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $17.37万 | 0.04% | 2,017 | 331 | 19.6% | $2.85万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $17.65万 | 0.04% | 2,198 | 36 | 1.7% | $2,891 | 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 |
| AXP | AMERICAN EXPRESS CO COM | $18.20万 | 0.04% | 538 | 36 | 7.2% | $1.22万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $18.76万 | 0.04% | 3,255 | 128 | 4.1% | $7,375 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $18.90万 | 0.04% | 2,211 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD ETF | $19.19万 | 0.04% | 521 | 140 | 36.7% | $5.16万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $19.25万 | 0.04% | 794 | 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 |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $19.74万 | 0.05% | 482 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES S&P 500 INDEX | $20.15万 | 0.05% | 269 | 140 | 108.5% | $10.48万 | 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 |
| 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 |
| RGLD | ROYAL GOLD INC COM | $21.42万 | 0.05% | 1,073 | 1,073 | — | $21.42万 | 新建仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $22.11万 | 0.05% | 2,252 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $22.41万 | 0.05% | 2,235 | 1,984 | 790.4% | $19.90万 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $23.19万 | 0.05% | 306 | 6 | 2.0% | $4,547 | 加仓 |
| AEE | AMEREN CORP | $23.24万 | 0.05% | 2,056 | 23 | 1.1% | $2,600 | 加仓 |
| AMGN | AMGEN INC | $23.36万 | 0.05% | 645 | 16 | 2.5% | $5,794 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $23.55万 | 0.05% | 2,198 | 2,198 | — | $23.55万 | 新建仓 |
| PRFZ | POWERSHARES FTSE RAFI US 1500 S/M PT | $23.98万 | 0.06% | 4,300 | -105 | -2.4% | -$5,856 | 减仓 |
| GE | GE AEROSPACE COM NEW | $24.52万 | 0.06% | 656 | 21 | 3.3% | $7,848 | 加仓 |
| MCK | MCKESSON CORP COM | $25.46万 | 0.06% | 337 | 259 | 332.1% | $19.57万 | 加仓 |
| USB | US BANCORP COM NEW | $25.52万 | 0.06% | 4,225 | 154 | 3.8% | $9,301 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $25.90万 | 0.06% | 1,819 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $25.96万 | 0.06% | 1,566 | 252 | 19.2% | $4.18万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $25.96万 | 0.06% | 5,133 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $26.12万 | 0.06% | 2,368 | 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 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $26.22万 | 0.06% | 2,875 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $27.22万 | 0.06% | 906 | 100 | 12.4% | $3.00万 | 加仓 |