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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $16.54万 | 0.04% | 1,287 | 174 | 15.6% | $2.24万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $16.32万 | 0.04% | 653 | 7 | 1.1% | $1,750 | 加仓 |
| KO | COCA COLA CO COM | $15.90万 | 0.04% | 1,957 | 1,957 | — | $15.90万 | 新建仓 |
| PG | PROCTER & GAMBLE CO COM | $15.35万 | 0.04% | 1,047 | 137 | 15.1% | $2.01万 | 加仓 |
| LOW | LOWES COS INC COM | $15.08万 | 0.03% | 684 | 13 | 1.9% | $2,866 | 加仓 |
| V | VISA INC | $14.96万 | 0.03% | 436 | 112 | 34.6% | $3.84万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $14.71万 | 0.03% | 1,649 | 0 | 0.0% | — | 不变 |
| 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 |
| BLK | BLACKROCK INC | $14.52万 | 0.03% | 151 | 142 | 1,577.8% | $13.65万 | 加仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $14.32万 | 0.03% | 825 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $14.23万 | 0.03% | 5,911 | 297 | 5.3% | $7,152 | 加仓 |
| VTV | VANGUARD VALUE ETF | $14.21万 | 0.03% | 652 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $14.10万 | 0.03% | 1,922 | 76 | 4.1% | $5,575 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $13.62万 | 0.03% | 640 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $13.25万 | 0.03% | 1,533 | 32 | 2.1% | $2,766 | 加仓 |
| ORCL | ORACLE CORPORATION | $12.98万 | 0.03% | 886 | 80 | 9.9% | $1.17万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $12.60万 | 0.03% | 357 | 157 | 78.5% | $5.54万 | 加仓 |
| INTC | INTEL CORP COM | $12.30万 | 0.03% | 881 | 112 | 14.6% | $1.56万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $11.97万 | 0.03% | 206 | 22 | 12.0% | $1.28万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $11.97万 | 0.03% | 646 | 646 | — | $11.97万 | 新建仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $11.78万 | 0.03% | 1,007 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $11.75万 | 0.03% | 2,527 | 2,527 | — | $11.75万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $11.74万 | 0.03% | 176 | 176 | — | $11.74万 | 新建仓 |
| SRE | SEMPRA ENERGY | $11.72万 | 0.03% | 1,264 | 224 | 21.5% | $2.08万 | 加仓 |
| VO | VANGUARD MID CAP | $11.70万 | 0.03% | 1,452 | 1,316 | 967.6% | $10.60万 | 加仓 |
| SYY | SYSCO CORP COM | $11.60万 | 0.03% | 1,388 | 1,388 | — | $11.60万 | 新建仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $10.94万 | 0.03% | 1,442 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $10.54万 | 0.02% | 1,170 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | $10.46万 | 0.02% | 2,036 | 2,036 | — | $10.46万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $10.29万 | 0.02% | 395 | 31 | 8.5% | $8,074 | 加仓 |
| KLAC | KLA-TENCOR CORP | $10.14万 | 0.02% | 336 | 76 | 29.2% | $2.29万 | 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 |
| GRMN | GARMIN LTD | $9.95万 | 0.02% | 419 | 19 | 4.8% | $4,513 | 加仓 |
| GLW | CORNING INC COM | $9.63万 | 0.02% | 377 | 77 | 25.7% | $1.97万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $9.61万 | 0.02% | 95 | 15 | 18.8% | $1.52万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $9.48万 | 0.02% | 558 | 558 | — | $9.48万 | 新建仓 |
| TJX | TJX COS INC NEW COM | $9.32万 | 0.02% | 615 | 52 | 9.2% | $7,878 | 加仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $9.24万 | 0.02% | 330 | 330 | — | $9.24万 | 新建仓 |
| DIS | DISNEY WALT CO COM | $8.99万 | 0.02% | 934 | 64 | 7.4% | $6,160 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $8.81万 | 0.02% | 212 | 66 | 45.2% | $2.74万 | 加仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $8.55万 | 0.02% | 1,871 | 1,871 | — | $8.55万 | 新建仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $8.42万 | 0.02% | 1,014 | 731 | 258.3% | $6.07万 | 加仓 |
| 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 |
| MLRG | ISHARES MORNINGSTAR U.S. EQUITY ETF | $8.29万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $8.06万 | 0.02% | 888 | 64 | 7.8% | $5,807 | 加仓 |
| DHI | D R HORTON INC | $7.90万 | 0.02% | 485 | 35 | 7.8% | $5,701 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $7.90万 | 0.02% | 311 | 53 | 20.5% | $1.35万 | 加仓 |
| VNQ | VANGUARD REIT INDEX ETF | $7.42万 | 0.02% | 769 | 93 | 13.8% | $8,968 | 加仓 |
| GEV | GE VERNOVA INC COM | $7.28万 | 0.02% | 62 | 5 | 8.8% | $5,874 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $7.26万 | 0.02% | 307 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY CYBERSECURITY ETF | $7.05万 | 0.02% | 672 | 672 | — | $7.05万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $6.92万 | 0.02% | 309 | -226 | -42.2% | -$5.06万 | 减仓 |
| APH | AMPHENOL CORP CL A | $6.89万 | 0.02% | 391 | 71 | 22.2% | $1.25万 | 加仓 |
| CSCO | CISCO SYS INC | $6.84万 | 0.02% | 582 | 162 | 38.6% | $1.90万 | 加仓 |
| HAS | HASBRO INC COM | $6.40万 | 0.01% | 775 | 775 | — | $6.40万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $6.22万 | 0.01% | 2,059 | 176 | 9.3% | $5,315 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $6.18万 | 0.01% | 1,825 | -13 | -0.7% | -$440 | 减仓 |
| MMM | 3M CO COM | $5.97万 | 0.01% | 369 | 41 | 12.5% | $6,631 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $5.65万 | 0.01% | 1,241 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP COM | $5.56万 | 0.01% | 520 | 20 | 4.0% | $2,140 | 加仓 |
| — | EATON VANCE TAX MNGED BUY WRIT COM | $5.53万 | 0.01% | 3,556 | 3,556 | — | $5.53万 | 新建仓 |
| ETN | EATON CORP PLC SHS | $5.37万 | 0.01% | 126 | 23 | 22.3% | $9,801 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $5.21万 | 0.01% | 104 | 16 | 18.2% | $8,022 | 加仓 |
| REET | ISHARES GLOBAL REIT ETF | $5.07万 | 0.01% | 1,836 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $4.93万 | 0.01% | 1,337 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALLCAP 600 GROWTH ETF | $4.88万 | 0.01% | 273 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD | $4.79万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL CAP ETF | $4.55万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $4.55万 | 0.01% | 271 | 187 | 222.6% | $3.14万 | 加仓 |
| BSV | VANGUARD SHORT TERM BOND | $4.54万 | 0.01% | 583 | -154 | -20.9% | -$1.20万 | 减仓 |
| SBUX | STARBUCKS CORP | $4.39万 | 0.01% | 430 | 21 | 5.1% | $2,146 | 加仓 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $4.27万 | 0.01% | 349 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $4.21万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $4.10万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $4.08万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INC | $4.02万 | 0.01% | 275 | 49 | 21.7% | $7,159 | 加仓 |
| DE | DEERE & CO COM | $4.00万 | 0.01% | 63 | 18 | 40.0% | $1.14万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $3.99万 | 0.01% | 413 | 413 | — | $3.99万 | 新建仓 |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | $3.95万 | 0.01% | 539 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP COM NEW | $3.91万 | 0.01% | 4,163 | 4,163 | — | $3.91万 | 新建仓 |
| MO | ALTRIA GROUP INC COM | $3.88万 | 0.01% | 539 | 39 | 7.8% | $2,806 | 加仓 |
| SPBO | STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | $3.87万 | 0.01% | 1,333 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC COM SHS | $3.79万 | 0.01% | 618 | 618 | — | $3.79万 | 新建仓 |
| DAL | DELTA AIR LINES INC COM NEW | $3.72万 | 0.01% | 397 | 115 | 40.8% | $1.08万 | 加仓 |
| UNP | UNION PAC CORP COM | $3.70万 | 0.01% | 136 | 7 | 5.4% | $1,904 | 加仓 |
| HON | HONEYWELL INTL INC | $3.69万 | 0.01% | 165 | -136 | -45.2% | -$3.05万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $3.69万 | 0.01% | 485 | 78 | 19.2% | $5,932 | 加仓 |
| IBM | INTL BUSINESS MACHINES | $3.68万 | 0.01% | 131 | 32 | 32.3% | $8,999 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $3.65万 | 0.01% | 165 | 165 | — | $3.65万 | 新建仓 |
| ADI | ANALOG DEVICES INC COM | $3.50万 | 0.01% | 88 | 30 | 51.7% | $1.19万 | 加仓 |
| SYK | STRYKER CORP | $3.46万 | 0.01% | 110 | 11 | 11.1% | $3,463 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $3.46万 | 0.01% | 128 | 25 | 24.3% | $6,762 | 加仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $3.42万 | 0.01% | 666 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $3.39万 | 0.01% | 381 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $3.30万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINANCIAL INC. | $3.26万 | 0.01% | 71 | 15 | 26.8% | $6,881 | 加仓 |
| O | REALTY INCOME CORP | $3.25万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $3.24万 | 0.01% | 66 | 15 | 29.4% | $7,368 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $3.21万 | 0.01% | 42 | 42 | — | $3.21万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $3.16万 | 0.01% | 73 | 73 | — | $3.16万 | 新建仓 |