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Cherry Creek Investment Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Cherry Creek Investment Advisors, Inc.
报告期 2026-03-31 · CIK 0001877829
持仓数
124
前50大市值合计
$203.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 115 项
建仓 11
增持 59
减持 32
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.0M
54,533
+1%
减持
PYPL
PAYPAL HLDGS INC
-$2.0M
8,301
-39%
增持
MSFT
MICROSOFT CORP
+$1.7M
26,126
+4%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
LAND
GLADSTONE LD CORP
+$1.7M
166,379
-3%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
6,741
+77%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$967.0K
159,999
-1%
建仓
T
AT&T INC
+$891.0K
36,237
增持
ABBV
ABBVIE INC
+$837.0K
27,566
+3%
清仓
—
CORTEXYME INC
-$813.0K
0
-100%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$684.0K
128,724
+12%
增持
KO
COCA COLA CO
+$579.0K
42,761
+15%
减持
VZ
VERIZON COMMUNICATIONS INC
-$570.0K
30,406
-24%
清仓
—
DRAFTKINGS INC
-$539.0K
0
-100%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$531.0K
108,232
+3%
增持
PFE
PFIZER INC
+$527.0K
31,126
+2%
减持
TTD
THE TRADE DESK INC
+$482.0K
28,836
-6%
减持
COST
COSTCO WHSL CORP NEW
+$481.0K
4,225
-1%
清仓
DOCU
DOCUSIGN INC
-$409.0K
0
-100%
增持
DLR
DIGITAL RLTY TR INC
+$400.0K
11,845
+1%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$363.0K
48,965
+7%
增持
VRT
VERTIV HOLDINGS CO
+$330.0K
189,165
+4%
清仓
DOCS
DOXIMITY INC
-$277.0K
0
-100%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$271.0K
30,980
-15%
建仓
—
APTIV PLC
+$265.0K
1,606
减持
INTC
INTEL CORP
-$262.0K
28,851
-12%
建仓
DOCN
DIGITALOCEAN HLDGS INC
+$261.0K
3,243
建仓
LOB
LIVE OAK BANCSHARES INC
+$248.0K
2,837
增持
U
UNITY SOFTWARE INC
+$244.0K
12,780
+2%
建仓
NEE
NEXTERA ENERGY INC
+$241.0K
2,582
清仓
—
APTIV PLC
-$239.0K
0
-100%
减持
VEEV
VEEVA SYS INC
-$239.0K
6,027
-2%
清仓
CSTL
CASTLE BIOSCIENCES INC
-$238.0K
0
-100%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$234.0K
20,909
+2%
清仓
PD
PAGERDUTY INC
-$232.0K
0
-100%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$231.0K
1,444
建仓
SCHW
SCHWAB CHARLES CORP
+$230.0K
2,730
减持
TDOC
TELADOC HEALTH INC
-$225.0K
2,770
-27%
建仓
CVCO
CAVCO INDS INC DEL
+$223.0K
703
减持
LMT
LOCKHEED MARTIN CORP
-$220.0K
756
-47%
建仓
AMGN
AMGEN INC
+$220.0K
978
建仓
—
II-VI INC
+$215.0K
3,150
清仓
SE
SEA LTD
-$215.0K
0
-100%
建仓
BROS
DUTCH BROS INC
+$211.0K
4,136
增持
AMZN
AMAZON COM INC
+$211.0K
2,351
+1%
减持
MAR
MARRIOTT INTL INC NEW
+$206.0K
14,446
-2%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$203.0K
0
-100%
清仓
BA
BOEING CO
-$201.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$186.0K
19,751
+1%
增持
MRK
MERCK & CO INC
+$180.0K
5,308
+76%
增持
NTNX
NUTANIX INC
-$173.0K
55,850
+8%
减持
VOO
VANGUARD INDEX FDS
+$173.0K
4,682
-1%
增持
MYFW
FIRST WESTN FINL INC
+$170.0K
54,940
+6%
增持
UPST
UPSTART HLDGS INC
+$159.0K
2,818
+234%
减持
MGK
VANGUARD WORLD FD
+$155.0K
6,600
-1%
减持
TWLO
TWILIO INC
-$154.0K
1,390
-15%
减持
MDB
MONGODB INC
+$135.0K
3,153
-3%
增持
ZTS
ZOETIS INC
+$135.0K
2,527
+2%
减持
PTBD
PACER FDS TR
-$131.0K
14,160
-25%
减持
OPEN
OPENDOOR TECHNOLOGIES INC
-$126.0K
19,366
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$119.0K
26,843
+2%
清仓
AVPT
AVEPOINT INC
-$106.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$105.0K
7,000
-7%
增持
PG
PROCTER AND GAMBLE CO
+$103.0K
4,181
+1%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$101.0K
43,064
-13%
增持
GILD
GILEAD SCIENCES INC
+$88.0K
5,729
+22%
增持
V
VISA INC
-$87.0K
15,045
+0%
清仓
—
CATALYST BIOSCIENCES INC
-$82.0K
0
-100%
清仓
—
ZYNGA INC
-$80.0K
0
-100%
减持
—
BLACK KNIGHT INC
+$80.0K
12,512
-6%
增持
TGT
TARGET CORP
+$78.0K
2,557
+14%
增持
WMT
WALMART INC
+$76.0K
10,545
+1%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$75.0K
31,208
+17%
增持
PEP
PEPSICO INC
+$71.0K
2,987
+0%
增持
CVX
CHEVRON CORP NEW
+$70.0K
3,593
+4%
增持
GH
GUARDANT HEALTH INC
-$62.0K
2,640
+1%
减持
ACRS
ACLARIS THERAPEUTICS INC
-$59.0K
11,440
-9%
增持
INVH
INVITATION HOMES INC
+$58.0K
8,184
+0%
减持
MKC
MCCORMICK & CO INC
+$57.0K
4,275
-3%
增持
PAYX
PAYCHEX INC
+$57.0K
2,283
+1%
增持
STAG
STAG INDL INC
+$55.0K
5,708
+2%
增持
IWB
ISHARES TR
+$52.0K
2,181
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$50.0K
34,283
+5%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$46.0K
21,200
+4%
增持
EFX
EQUIFAX INC
+$46.0K
1,139
+0%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$44.0K
408,833
+2%
减持
INN
SUMMIT HOTEL PPTYS INC
-$43.0K
39,041
-11%
增持
YUM
YUM BRANDS INC
+$43.0K
2,575
+0%
减持
NOBL
PROSHARES TR
+$41.0K
5,879
-3%
增持
DIS
DISNEY WALT CO
-$38.0K
15,522
+8%
减持
GOOG
ALPHABET INC
-$34.0K
141
-15%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$30.0K
13,673
+3%
增持
SNOW
SNOWFLAKE INC
+$30.0K
824
+0%
增持
TMFS
RBB FD INC
-$30.0K
27,227
+3%
减持
CHDN
CHURCHILL DOWNS INC
-$30.0K
1,542
-8%
增持
ESGU
ISHARES TR
+$27.0K
2,629
+1%
增持
JPM
JPMORGAN CHASE & CO
-$27.0K
6,753
+1%
增持
ESG
FLEXSHARES TR
+$24.0K
2,191
+0%
增持
STXS
STEREOTAXIS INC
+$23.0K
23,928
+3%
增持
MPC
MARATHON PETE CORP
+$22.0K
3,492
+7%
增持
MPLX
MPLX LP
+$18.0K
8,188
+4%
减持
IVOO
VANGUARD ADMIRAL FDS INC
+$18.0K
1,406
-0%
减持
SHOP
SHOPIFY INC
+$13.0K
936
-1%
增持
IJR
ISHARES TR
+$12.0K
2,182
+0%
增持
SLYV
SPDR SER TR
+$12.0K
3,445
+1%
增持
WFC
WELLS FARGO CO NEW
+$11.0K
6,104
+0%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$10.0K
9,110
+3%
减持
SHYG
ISHARES TR
-$7.0K
6,487
-1%
减持
TIP
ISHARES TR
-$6.0K
36,253
-1%
增持
HON
HONEYWELL INTL INC
-$5.0K
1,633
+0%
增持
SYY
SYSCO CORP
+$5.0K
9,747
+1%
增持
MMM
3M CO
+$5.0K
1,500
+1%
减持
AG
FIRST MAJESTIC SILVER CORP
-$5.0K
15,907
-1%
增持
—
SIRIUS XM HOLDINGS INC
+$3.0K
10,637
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.0K
8,441
+2%
增持
PKG
PACKAGING CORP AMER
-$1.0K
1,533
+1%