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 |
|---|---|---|---|---|---|---|---|---|
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $7,306.86万 | 20.97% | 2,150,975 | 11,493 | 0.5% | $39.04万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $6,310.82万 | 18.11% | 1,623,989 | 39,428 | 2.5% | $153.22万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $5,804.79万 | 16.66% | 1,374,891 | 135,921 | 11.0% | $573.86万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $3,312.76万 | 9.51% | 299,879 | -834 | -0.3% | -$9.21万 | 减仓 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $2,388.55万 | 6.85% | 898,626 | 93,031 | 11.5% | $247.28万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $2,322.93万 | 6.67% | 886,614 | 91,118 | 11.5% | $238.73万 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $2,007.53万 | 5.76% | 592,892 | -9,844 | -1.6% | -$33.33万 | 减仓 |
| PRF | POWERSHARES FTSE RAFI US 1000 | $638.71万 | 1.83% | 134,380 | -1,297 | -1.0% | -$6.16万 | 减仓 |
| AAPL | APPLE INC | $577.63万 | 1.66% | 22,760 | -1,032 | -4.3% | -$26.19万 | 减仓 |
| NVDA | NVIDIA CORP | $276.06万 | 0.79% | 15,829 | -127 | -0.8% | -$2.21万 | 减仓 |
| DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $196.88万 | 0.56% | 46,433 | 17,653 | 61.3% | $74.85万 | 加仓 |
| AMZN | AMAZON.COM INC | $185.15万 | 0.53% | 8,890 | -187 | -2.1% | -$3.89万 | 减仓 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $174.92万 | 0.50% | 42,571 | 25,714 | 152.5% | $105.66万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $154.95万 | 0.44% | 4,830 | -9 | -0.2% | -$2,887 | 减仓 |
| MSFT | MICROSOFT | $154.64万 | 0.44% | 4,178 | 339 | 8.8% | $12.55万 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $145.26万 | 0.42% | 25,547 | 674 | 2.7% | $3.83万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $143.63万 | 0.41% | 2 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF | $137.79万 | 0.40% | 26,629 | 537 | 2.1% | $2.78万 | 加仓 |
| RTX | RTX CORPORATION COM | $120.37万 | 0.35% | 6,240 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ENHANCED SHORT MATURITY ETF | $120.03万 | 0.34% | 11,935 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $94.79万 | 0.27% | 11,763 | 477 | 4.2% | $3.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $70.01万 | 0.20% | 1,461 | -542 | -27.1% | -$25.97万 | 减仓 |
| GOOGL | GOOGLE INC | $67.17万 | 0.19% | 2,336 | -203 | -8.0% | -$5.84万 | 减仓 |
| DFSE | DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | $64.16万 | 0.18% | 15,143 | 7,045 | 87.0% | $29.85万 | 加仓 |
| — | EXXON MOBIL CORP COM | $63.10万 | 0.18% | 3,719 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $62.73万 | 0.18% | 4,871 | -100 | -2.0% | -$1.29万 | 减仓 |
| AVGE | AVANTIS ALL EQUITY MARKETS ETF | $60.07万 | 0.17% | 6,825 | 362 | 5.6% | $3.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $57.00万 | 0.16% | 572 | -9 | -1.5% | -$8,968 | 减仓 |
| GILD | GILEAD SCIENCES INC | $54.58万 | 0.16% | 3,916 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF | $54.43万 | 0.16% | 837 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $46.02万 | 0.13% | 1,238 | -207 | -14.3% | -$7.70万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $45.97万 | 0.13% | 1,078 | 260 | 31.8% | $11.09万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $41.76万 | 0.12% | 1,210 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT | $37.95万 | 0.11% | 1,154 | -29 | -2.5% | -$9,538 | 减仓 |
| AGG | ISHARES AGGREGATE BOND ETF | $36.89万 | 0.11% | 3,716 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL, INC. | $35.96万 | 0.10% | 780 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $34.54万 | 0.10% | 7,207 | 956 | 15.3% | $4.58万 | 加仓 |
| WMT | WALMART INC COM | $33.27万 | 0.10% | 2,677 | 21 | 0.8% | $2,610 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $32.76万 | 0.09% | 13,053 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $31.78万 | 0.09% | 1,461 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $31.49万 | 0.09% | 4,663 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $30.06万 | 0.09% | 3,095 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $27.19万 | 0.08% | 1,314 | 599 | 83.8% | $12.39万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $25.61万 | 0.07% | 5,133 | 0 | 0.0% | — | 不变 |
| QQQ | POWERSHARES QQQ TR | $24.70万 | 0.07% | 428 | 0 | 0.0% | — | 不变 |
| AVUS | AVANTIS U.S. EQUITY ETF | $24.29万 | 0.07% | 2,185 | 0 | 0.0% | — | 不变 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $23.18万 | 0.07% | 2,875 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $23.02万 | 0.07% | 2,368 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $22.35万 | 0.06% | 2,033 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $22.13万 | 0.06% | 629 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $22.04万 | 0.06% | 1,819 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $21.22万 | 0.06% | 2,252 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $21.17万 | 0.06% | 4,071 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP COM | $20.43万 | 0.06% | 300 | 300 | — | $20.43万 | 新建仓 |
| PRFZ | POWERSHARES FTSE RAFI US 1500 S/M PT | $20.21万 | 0.06% | 4,405 | 0 | 0.0% | — | 不变 |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | $20.08万 | 0.06% | 1,511 | -30 | -1.9% | -$3,987 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $19.99万 | 0.06% | 806 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $19.77万 | 0.06% | 279 | 51 | 22.4% | $3.61万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $19.53万 | 0.06% | 664 | -35 | -5.0% | -$1.03万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $18.97万 | 0.05% | 3,127 | 25 | 0.8% | $1,516 | 加仓 |
| GE | GE AEROSPACE COM NEW | $18.02万 | 0.05% | 635 | 167 | 35.7% | $4.74万 | 加仓 |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $17.19万 | 0.05% | 482 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $17.17万 | 0.05% | 2,162 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $17.05万 | 0.05% | 2,211 | 64 | 3.0% | $4,935 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $16.97万 | 0.05% | 794 | 594 | 297.0% | $12.69万 | 加仓 |
| GLD | SPDR GOLD ETF | $16.39万 | 0.05% | 381 | 109 | 40.1% | $4.69万 | 加仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $16.33万 | 0.05% | 528 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $16.11万 | 0.05% | 2,024 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $15.85万 | 0.05% | 671 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $15.85万 | 0.05% | 1,275 | -18 | -1.4% | -$2,238 | 减仓 |
| PFE | PFIZER INC COM | $15.76万 | 0.05% | 5,614 | 3,103 | 123.6% | $8.71万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $15.28万 | 0.04% | 2,384 | -71 | -2.9% | -$4,550 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $15.18万 | 0.04% | 502 | 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 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $13.99万 | 0.04% | 1,649 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $13.39万 | 0.04% | 1,113 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY | $13.18万 | 0.04% | 390 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $13.17万 | 0.04% | 230 | -6 | -2.5% | -$3,435 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $13.14万 | 0.04% | 910 | 60 | 7.1% | $8,666 | 加仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $13.08万 | 0.04% | 825 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $12.79万 | 0.04% | 652 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $12.76万 | 0.04% | 646 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $12.30万 | 0.04% | 1,501 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $12.28万 | 0.04% | 640 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $12.27万 | 0.04% | 281 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $11.86万 | 0.03% | 806 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $10.87万 | 0.03% | 535 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $10.39万 | 0.03% | 1,846 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA ENERGY | $10.11万 | 0.03% | 1,040 | 112 | 12.1% | $1.09万 | 加仓 |
| V | VISA INC | $9.79万 | 0.03% | 324 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $9.61万 | 0.03% | 1,007 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $9.28万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $8.99万 | 0.03% | 364 | 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 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $8.80万 | 0.03% | 1,170 | 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 |
| ABT | ABBOTT LABORATORIES COM | $8.46万 | 0.02% | 824 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES S&P 500 INDEX | $8.43万 | 0.02% | 129 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $8.39万 | 0.02% | 870 | -329 | -27.4% | -$3.17万 | 减仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $7.50万 | 0.02% | 2,991 | 0 | 0.0% | — | 不变 |