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 |
|---|---|---|---|---|---|---|---|---|
| — | EATON VANCE RISK-MANAGED DIVER COM | $2.91万 | 0.01% | 3,556 | -1,138 | -24.2% | -$9,298 | 减仓 |
| JCI | JOHNSON CTLS INC | $2.96万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $2.99万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES DJ SELECT DIVIDEND | $3.03万 | 0.01% | 200 | -252 | -55.8% | -$3.82万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $3.07万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $3.07万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $3.09万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $3.13万 | 0.01% | 129 | -12 | -8.5% | -$2,911 | 减仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $3.18万 | 0.01% | 381 | 381 | — | $3.18万 | 新建仓 |
| O | REALTY INCOME CORP | $3.21万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY | $3.22万 | 0.01% | 186 | -10 | -5.1% | -$1,730 | 减仓 |
| SYK | STRYKER CORP | $3.25万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $3.26万 | 0.01% | 420 | 75 | 21.7% | $5,819 | 加仓 |
| MO | ALTRIA GROUP INC COM | $3.30万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $3.39万 | 0.01% | 769 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $3.41万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $3.41万 | 0.01% | 666 | 666 | — | $3.41万 | 新建仓 |
| MA | MASTERCARD INC | $3.60万 | 0.01% | 72 | -10 | -12.2% | -$4,997 | 减仓 |
| SBUX | STARBUCKS CORP | $3.66万 | 0.01% | 409 | 153 | 59.8% | $1.37万 | 加仓 |
| ETN | EATON CORP PLC SHS | $3.68万 | 0.01% | 103 | -2 | -1.9% | -$715 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $3.74万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $3.77万 | 0.01% | 539 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $3.78万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| KLAC | KLA-TENCOR CORP | $3.83万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $3.83万 | 0.01% | 349 | 0 | 0.0% | — | 不变 |
| SPBO | STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | $3.87万 | 0.01% | 1,333 | 1,333 | — | $3.87万 | 新建仓 |
| VB | VANGUARD SMALL CAP ETF | $3.93万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALLCAP 600 GROWTH ETF | $3.95万 | 0.01% | 273 | -104 | -27.6% | -$1.50万 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $3.95万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $4.03万 | 0.01% | 355 | 27 | 8.2% | $3,062 | 加仓 |
| APH | AMPHENOL CORP CL A | $4.04万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $4.08万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $4.14万 | 0.01% | 1,337 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $4.33万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $4.49万 | 0.01% | 303 | -110 | -26.6% | -$1.63万 | 减仓 |
| REET | ISHARES GLOBAL REIT ETF | $4.62万 | 0.01% | 1,836 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $4.76万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $4.78万 | 0.01% | 52 | -1 | -1.9% | -$920 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $4.92万 | 0.01% | 1,883 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $4.98万 | 0.01% | 57 | 41 | 256.2% | $3.58万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP COM | $5.04万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $5.36万 | 0.02% | 1,838 | 13 | 0.7% | $379 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $5.38万 | 0.02% | 90 | 40 | 80.0% | $2.39万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $5.66万 | 0.02% | 1,241 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $5.74万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT TERM BOND | $5.78万 | 0.02% | 737 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REIT INDEX ETF | $6.00万 | 0.02% | 676 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $6.17万 | 0.02% | 450 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $6.19万 | 0.02% | 888 | 688 | 344.0% | $4.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $6.31万 | 0.02% | 258 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $6.60万 | 0.02% | 307 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $6.75万 | 0.02% | 78 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $6.77万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $6.80万 | 0.02% | 301 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES MORNINGSTAR U.S. EQUITY ETF | $7.19万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $7.50万 | 0.02% | 2,991 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $8.39万 | 0.02% | 870 | -329 | -27.4% | -$3.17万 | 减仓 |
| IVV | ISHARES S&P 500 INDEX | $8.43万 | 0.02% | 129 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $8.46万 | 0.02% | 824 | 0 | 0.0% | — | 不变 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $8.72万 | 0.03% | 1,442 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $8.80万 | 0.03% | 1,170 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $8.99万 | 0.03% | 563 | -64 | -10.2% | -$1.02万 | 减仓 |
| VLO | VALERO ENERGY CORP | $8.99万 | 0.03% | 364 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $9.28万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $9.61万 | 0.03% | 1,007 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $9.79万 | 0.03% | 324 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA ENERGY | $10.11万 | 0.03% | 1,040 | 112 | 12.1% | $1.09万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $10.39万 | 0.03% | 1,846 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $10.87万 | 0.03% | 535 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $11.86万 | 0.03% | 806 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $12.27万 | 0.04% | 281 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $12.28万 | 0.04% | 640 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $12.30万 | 0.04% | 1,501 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $12.76万 | 0.04% | 646 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $12.79万 | 0.04% | 652 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $13.08万 | 0.04% | 825 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $13.14万 | 0.04% | 910 | 60 | 7.1% | $8,666 | 加仓 |
| META | META PLATFORMS INC CL A | $13.17万 | 0.04% | 230 | -6 | -2.5% | -$3,435 | 减仓 |
| MU | MICRON TECHNOLOGY | $13.18万 | 0.04% | 390 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $13.39万 | 0.04% | 1,113 | 0 | 0.0% | — | 不变 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $13.99万 | 0.04% | 1,649 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $14.24万 | 0.04% | 1,298 | 1,276 | 5,800.0% | $14.00万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $15.18万 | 0.04% | 502 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $15.28万 | 0.04% | 2,384 | -71 | -2.9% | -$4,550 | 减仓 |
| PFE | PFIZER INC COM | $15.76万 | 0.05% | 5,614 | 3,103 | 123.6% | $8.71万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $15.85万 | 0.05% | 1,275 | -18 | -1.4% | -$2,238 | 减仓 |
| LOW | LOWES COS INC COM | $15.85万 | 0.05% | 671 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $16.11万 | 0.05% | 2,024 | 0 | 0.0% | — | 不变 |
| AVGO | AVAGO TECHNOLOGIES LTD | $16.33万 | 0.05% | 528 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD ETF | $16.39万 | 0.05% | 381 | 109 | 40.1% | $4.69万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $16.97万 | 0.05% | 794 | 594 | 297.0% | $12.69万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $17.05万 | 0.05% | 2,211 | 64 | 3.0% | $4,935 | 加仓 |
| XEL | XCEL ENERGY INC COM | $17.17万 | 0.05% | 2,162 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $17.19万 | 0.05% | 482 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $18.02万 | 0.05% | 635 | 167 | 35.7% | $4.74万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $18.97万 | 0.05% | 3,127 | 25 | 0.8% | $1,516 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $19.53万 | 0.06% | 664 | -35 | -5.0% | -$1.03万 | 减仓 |
| CAT | CATERPILLAR INC COM | $19.77万 | 0.06% | 279 | 51 | 22.4% | $3.61万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $19.99万 | 0.06% | 806 | 0 | 0.0% | — | 不变 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $20.08万 | 0.06% | 1,511 | -30 | -1.9% | -$3,987 | 减仓 |