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 |
|---|---|---|---|---|---|---|---|---|
| MLRG | ISHARES MORNINGSTAR U.S. EQUITY ETF | $7.19万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $6.80万 | 0.02% | 301 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $6.77万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $6.75万 | 0.02% | 78 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $6.60万 | 0.02% | 307 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $6.31万 | 0.02% | 258 | 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 |
| DHI | D R HORTON INC | $6.17万 | 0.02% | 450 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REIT INDEX ETF | $6.00万 | 0.02% | 676 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT TERM BOND | $5.78万 | 0.02% | 737 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $5.74万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL BOND ETF | $5.66万 | 0.02% | 1,241 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $5.38万 | 0.02% | 90 | 40 | 80.0% | $2.39万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $5.36万 | 0.02% | 1,838 | 13 | 0.7% | $379 | 加仓 |
| PNW | PINNACLE WEST CAP CORP COM | $5.04万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $4.98万 | 0.01% | 57 | 41 | 256.2% | $3.58万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $4.92万 | 0.01% | 1,883 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $4.78万 | 0.01% | 52 | -1 | -1.9% | -$920 | 减仓 |
| MMM | 3M CO COM | $4.76万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| REET | ISHARES GLOBAL REIT ETF | $4.62万 | 0.01% | 1,836 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $4.49万 | 0.01% | 303 | -110 | -26.6% | -$1.63万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $4.33万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $4.14万 | 0.01% | 1,337 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $4.08万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $4.04万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $4.03万 | 0.01% | 355 | 27 | 8.2% | $3,062 | 加仓 |
| 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 |
| VB | VANGUARD SMALL CAP ETF | $3.93万 | 0.01% | 150 | 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 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $3.83万 | 0.01% | 349 | 0 | 0.0% | — | 不变 |
| KLAC | KLA-TENCOR CORP | $3.83万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $3.78万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $3.77万 | 0.01% | 539 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $3.74万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $3.68万 | 0.01% | 103 | -2 | -1.9% | -$715 | 减仓 |
| SBUX | STARBUCKS CORP | $3.66万 | 0.01% | 409 | 153 | 59.8% | $1.37万 | 加仓 |
| MA | MASTERCARD INC | $3.60万 | 0.01% | 72 | -10 | -12.2% | -$4,997 | 减仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $3.41万 | 0.01% | 666 | 666 | — | $3.41万 | 新建仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $3.41万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $3.39万 | 0.01% | 769 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $3.30万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $3.26万 | 0.01% | 420 | 75 | 21.7% | $5,819 | 加仓 |
| SYK | STRYKER CORP | $3.25万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY | $3.22万 | 0.01% | 186 | -10 | -5.1% | -$1,730 | 减仓 |
| O | REALTY INCOME CORP | $3.21万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $3.18万 | 0.01% | 381 | 381 | — | $3.18万 | 新建仓 |
| UNP | UNION PAC CORP COM | $3.13万 | 0.01% | 129 | -12 | -8.5% | -$2,911 | 减仓 |
| PEP | PEPSICO INC COM | $3.09万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $3.07万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $3.07万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES DJ SELECT DIVIDEND | $3.03万 | 0.01% | 200 | -252 | -55.8% | -$3.82万 | 减仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $2.99万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INC | $2.96万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIVER COM | $2.91万 | 0.01% | 3,556 | -1,138 | -24.2% | -$9,298 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $2.77万 | 0.01% | 407 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $2.68万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $2.64万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $2.60万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $2.56万 | 0.01% | 711 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $2.53万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $2.52万 | 0.01% | 476 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINANCIAL INC. | $2.49万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| AVRE | AVANTIS REAL ESTATE ETF | $2.49万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $2.44万 | 0.01% | 343 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACHINES | $2.40万 | 0.01% | 99 | 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 |
| ZBH | ZIMMER HLDGS INC | $2.29万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $2.26万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $2.22万 | 0.01% | 356 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $2.18万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $2.13万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $2.11万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $2.10万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $2.05万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $1.96万 | 0.01% | 866 | 225 | 35.1% | $5,103 | 加仓 |
| DIA | SPDR DOW JONES INDUSTRIAL ETF | $1.95万 | 0.01% | 42 | 20 | 90.9% | $9,264 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $1.87万 | 0.01% | 282 | 282 | — | $1.87万 | 新建仓 |
| ALL | ALLSTATE CORP | $1.87万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $1.85万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $1.83万 | 0.01% | 43 | -13 | -23.2% | -$5,530 | 减仓 |
| PSX | PHILLIPS 66 | $1.82万 | 0.01% | 100 | 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 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.76万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $1.74万 | 0.00% | 251 | 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 |
| SU | SUNCOR ENERGY INC NEW COM | $1.70万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| SMBS | SCHWAB MORTGAGE-BACKED SECURITIES ETF | $1.67万 | 0.00% | 655 | 168 | 34.5% | $4,292 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $1.66万 | 0.00% | 669 | 94 | 16.3% | $2,327 | 加仓 |
| ACN | ACCENTURE LTD BERMUDA CL A | $1.63万 | 0.00% | 82 | -20 | -19.6% | -$3,966 | 减仓 |
| CAPE | DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF | $1.60万 | 0.00% | 519 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $1.40万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC MSCI GERMANY INDEX FD | $1.39万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $1.38万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $1.35万 | 0.00% | 465 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $1.34万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC COM | $1.30万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1.29万 | 0.00% | 238 | -87 | -26.8% | -$4,702 | 减仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $1.28万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1.18万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |