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 |
|---|---|---|---|---|---|---|---|---|
| DOCN | DIGITALOCEAN HLDGS INC COM | $3,002 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO CL A | $3,144 | 0.00% | 10 | 10 | — | $3,144 | 新建仓 |
| TSN | TYSON FOODS INC CL A | $3,204 | 0.00% | 50 | 50 | — | $3,204 | 新建仓 |
| WM | WASTE MANAGEMENT INC | $3,447 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DOC | HEALTH CARE PPTY INVS INC | $3,450 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $3,487 | 0.00% | 140 | 140 | — | $3,487 | 新建仓 |
| IAU | ISHARES GOLD TRUST ETF | $3,526 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $3,927 | 0.00% | 141 | 141 | — | $3,927 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $3,952 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $4,128 | 0.00% | 161 | 124 | 335.1% | $3,179 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $4,129 | 0.00% | 25 | 25 | — | $4,129 | 新建仓 |
| ADBE | ADOBE SYS INC | $4,132 | 0.00% | 17 | 17 | — | $4,132 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD INC COM | $4,227 | 0.00% | 385 | 385 | — | $4,227 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $4,271 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE CAP | $4,782 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| WELL | HEALTH CARE REIT INC | $4,943 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $5,301 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $5,380 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $5,529 | 0.00% | 119 | 119 | — | $5,529 | 新建仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $5,688 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $5,769 | 0.00% | 60 | 40 | 200.0% | $3,846 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $6,152 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $6,167 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $6,344 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $6,448 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES MSCI CANADA ETF | $6,849 | 0.00% | 125 | 125 | — | $6,849 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $6,972 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $6,984 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $7,124 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $7,514 | 0.00% | 62 | -2 | -3.1% | -$242 | 重新持有 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $7,532 | 0.00% | 259 | 45 | 21.0% | $1,309 | 加仓 |
| SPG | SIMON PROPERTY GROUP INC | $7,648 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $7,720 | 0.00% | 110 | -38 | -25.7% | -$2,667 | 减仓 |
| TM | TOYOTA MOTOR CORP ADS | $8,038 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $8,108 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD | $8,280 | 0.00% | 921 | 921 | — | $8,280 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP COM | $8,450 | 0.00% | 130 | -123 | -48.6% | -$7,995 | 减仓 |
| BLK | BLACKROCK INC | $8,655 | 0.00% | 9 | -9 | -50.0% | -$8,655 | 减仓 |
| INDA | ISHARES MSCI INDIA ETF | $8,806 | 0.00% | 188 | -187 | -49.9% | -$8,759 | 减仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $8,911 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG ADR | $9,012 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $9,066 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $9,245 | 0.00% | 75 | -120 | -61.5% | -$1.48万 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $9,394 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $9,453 | 0.00% | 604 | 75 | 14.2% | $1,174 | 加仓 |
| VO | VANGUARD MID CAP | $9,764 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1.03万 | 0.00% | 105 | 105 | — | $1.03万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $1.04万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $1.07万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $1.07万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $1.15万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1.15万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TRUST RUSSELL 3000 INDEX FD | $1.15万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $1.17万 | 0.00% | 305 | 73 | 31.5% | $2,793 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1.17万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1.18万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES U.S. FINANCIALS ETF | $1.28万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1.29万 | 0.00% | 238 | -87 | -26.8% | -$4,702 | 减仓 |
| VOYA | VOYA FINANCIAL INC COM | $1.30万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $1.34万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $1.35万 | 0.00% | 465 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $1.38万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC MSCI GERMANY INDEX FD | $1.39万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $1.40万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| CAPE | DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF | $1.60万 | 0.00% | 519 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE LTD BERMUDA CL A | $1.63万 | 0.00% | 82 | -20 | -19.6% | -$3,966 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $1.66万 | 0.00% | 669 | 94 | 16.3% | $2,327 | 加仓 |
| SMBS | SCHWAB MORTGAGE-BACKED SECURITIES ETF | $1.67万 | 0.00% | 655 | 168 | 34.5% | $4,292 | 加仓 |
| SU | SUNCOR ENERGY INC NEW COM | $1.70万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $1.71万 | 0.00% | 173 | 14 | 8.8% | $1,387 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $1.74万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.76万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $1.76万 | 0.01% | 84 | -121 | -59.0% | -$2.54万 | 减仓 |
| PSX | PHILLIPS 66 | $1.82万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $1.83万 | 0.01% | 43 | -13 | -23.2% | -$5,530 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $1.85万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $1.87万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $1.87万 | 0.01% | 282 | 282 | — | $1.87万 | 新建仓 |
| DIA | SPDR DOW JONES INDUSTRIAL ETF | $1.95万 | 0.01% | 42 | 20 | 90.9% | $9,264 | 加仓 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $1.96万 | 0.01% | 866 | 225 | 35.1% | $5,103 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $2.05万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $2.10万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $2.11万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $2.13万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $2.18万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $2.22万 | 0.01% | 356 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $2.26万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER HLDGS INC | $2.29万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $2.32万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACHINES | $2.40万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $2.44万 | 0.01% | 343 | 0 | 0.0% | — | 不变 |
| AVRE | AVANTIS REAL ESTATE ETF | $2.49万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINANCIAL INC. | $2.49万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $2.52万 | 0.01% | 476 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $2.53万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $2.56万 | 0.01% | 711 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $2.60万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $2.64万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $2.68万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $2.77万 | 0.01% | 407 | 0 | 0.0% | — | 不变 |