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 |
|---|---|---|---|---|---|---|---|---|
| PB | PROSPERITY BANCSHARES INC | $537 | 0.00% | 8 | 8 | — | $537 | 新建仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $519 | 0.00% | 46 | 46 | — | $519 | 新建仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $510 | 0.00% | 11 | -20 | -64.5% | -$927 | 减仓 |
| SCYB | SCHWAB HIGH YIELD BOND ETF | $494 | 0.00% | 19 | -26 | -57.8% | -$676 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $403 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC COM | $392 | 0.00% | 28 | 28 | — | $392 | 新建仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $376 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $371 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $344 | 0.00% | 16 | 7 | 77.8% | $150 | 加仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $311 | 0.00% | 7 | -12 | -63.2% | -$533 | 减仓 |
| MBB | ISHARES MBS BOND ETF | $285 | 0.00% | 3 | -1 | -25.0% | -$95 | 减仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $253 | 0.00% | 7 | 7 | — | $253 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $211 | 0.00% | 25 | 25 | — | $211 | 新建仓 |
| HYBB | ISHARES BB RATED CORPORATE BOND ETF | $186 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P 500 DOWNSIDE HEDGED ETF | $151 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA SPONSORED ADR | $146 | 0.00% | 50 | 50 | — | $146 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $142 | 0.00% | 2 | -3 | -60.0% | -$213 | 减仓 |
| — | AMARIN CORP PLC SPONSORED ADR | $130 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $115 | 0.00% | 5 | 5 | — | $115 | 新建仓 |
| — | KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF | $113 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INC COM | $47 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $41 | 0.00% | 3 | 3 | — | $41 | 新建仓 |
| PXH | INVESCO RAFI EMERGING MARKETS ETF | $27 | 0.00% | 1 | 1 | — | $27 | 新建仓 |
| HAUZ | DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF | $23 | 0.00% | 1 | 1 | — | $23 | 新建仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $0 | 0.00% | 0 | -5,583 | -100.0% | -$11.72万 | 清仓 |
| VLTO | VERALTO CORP COM SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $0 | 0.00% | 0 | -479 | -100.0% | -$2.42万 | 清仓 |
| HGER | HARBOR COMMODITY ALL-WEATHER STRATEGY ETF | $0 | 0.00% | 0 | -677 | -100.0% | -$1.68万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | UNLIMITED HFGM GLOBAL MACRO ETF | $0 | 0.00% | 0 | -418 | -100.0% | -$1.21万 | 清仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MKL | MARKEL GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $0 | 0.00% | 0 | -103 | -100.0% | -$1.07万 | 清仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $0 | 0.00% | 0 | -461 | -100.0% | -$1.06万 | 清仓 |
| INTU | INTUIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HLI | HOULIHAN LOKEY INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VZ | VERIZON COMMUNICATIONS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRSK | VERISK ANALYTICS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $0 | 0.00% | 0 | -93 | -100.0% | -$5,513 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $0 | 0.00% | 0 | -140 | -100.0% | -$5,422 | 清仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $0 | 0.00% | 0 | -23 | -100.0% | -$4,859 | 清仓 |
| DMC | FRESH DEL MONTE PRODUCE INC ORD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GNRC | GENERAC HLDGS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $0 | 0.00% | 0 | -75 | -100.0% | -$1,946 | 清仓 |
| PANW | PALO ALTO NETWORKS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $0 | 0.00% | 0 | -5 | -100.0% | -$1,396 | 清仓 |
| WMB | WILLIAMS COS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC- SPONS ADR | $0 | 0.00% | 0 | -8 | -100.0% | -$1,379 | 清仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DLR | DIGITAL RLTY TR INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$1,238 | 清仓 |
| GSK | GSK PLC SPONSORED ADR | $0 | 0.00% | 0 | -20 | -100.0% | -$981 | 清仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $0 | 0.00% | 0 | -16 | -100.0% | -$911 | 清仓 |
| HLN | HALEON PLC SPON ADS | $0 | 0.00% | 0 | -25 | -100.0% | -$253 | 清仓 |