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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 101 项
建仓 7
增持 52
减持 23
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$4.3M
81,510
+828%
清仓
TIP
ISHARES TR
-$3.6M
0
-100%
减持
LAND
GLADSTONE LD CORP
-$3.4M
89,460
-40%
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。
增持
AMZN
AMAZON COM INC
-$2.5M
50,690
+1995%
清仓
MAR
MARRIOTT INTL INC NEW
-$2.2M
0
-100%
减持
AAPL
APPLE INC
-$2.1M
54,484
-0%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$1.5M
158,999
-1%
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$1.4M
0
-100%
增持
VRT
VERTIV HOLDINGS CO
-$1.4M
267,729
+5%
增持
MSFT
MICROSOFT CORP
-$1.3M
26,824
+1%
减持
NVDA
NVIDIA CORPORATION
-$1.0M
8,333
-0%
减持
TTD
THE TRADE DESK INC
-$804.0K
28,744
-1%
减持
QQQ
INVESCO QQQ TR
-$738.0K
5,945
-10%
减持
DIS
DISNEY WALT CO
-$731.0K
15,239
-4%
清仓
—
BLACK KNIGHT INC
-$726.0K
0
-100%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$715.0K
417,368
-0%
建仓
IGLD
FIRST TR EXCHANGE-TRADED FD
+$656.0K
33,037
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$578.0K
70,256
+88%
增持
U
UNITY SOFTWARE INC
-$574.0K
19,684
+50%
减持
COST
COSTCO WHSL CORP NEW
-$540.0K
4,776
-3%
增持
T
AT&T INC
+$477.0K
106,609
+43%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$464.0K
36,006
+1%
清仓
TMFS
RBB FD INC
-$457.0K
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$452.0K
0
-100%
减持
V
VISA INC
-$435.0K
14,995
-2%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$423.0K
18,157
减持
MGK
VANGUARD WORLD FD
-$416.0K
5,455
-9%
增持
NTNX
NUTANIX INC
-$381.0K
80,996
+39%
减持
PYPL
PAYPAL HLDGS INC
-$379.0K
3,778
-32%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$375.0K
43,915
+82%
清仓
MELI
MERCADOLIBRE INC
-$365.0K
0
-100%
清仓
UPST
UPSTART HLDGS INC
-$350.0K
0
-100%
增持
INTC
INTEL CORP
-$346.0K
29,950
+1%
清仓
INVH
INVITATION HOMES INC
-$328.0K
0
-100%
增持
SHOP
SHOPIFY INC
-$323.0K
9,270
+922%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$309.0K
6,428
-46%
清仓
HUBS
HUBSPOT INC
-$307.0K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$289.0K
3,586
-3%
增持
WMT
WALMART INC
-$269.0K
10,514
+1%
清仓
SCHW
SCHWAB CHARLES CORP
-$262.0K
0
-100%
增持
CSCO
CISCO SYS INC
-$252.0K
19,967
+1%
建仓
BROS
DUTCH BROS INC
+$246.0K
7,786
建仓
BGLD
FIRST TR EXCHANGE-TRADED FD
+$246.0K
13,376
清仓
APPN
APPIAN CORP
-$243.0K
0
-100%
清仓
ESG
FLEXSHARES TR
-$241.0K
0
-100%
增持
ABBV
ABBVIE INC
-$237.0K
27,610
+0%
清仓
STAG
STAG INDL INC
-$226.0K
0
-100%
清仓
TWLO
TWILIO INC
-$226.0K
0
-100%
清仓
—
II-VI INC
-$226.0K
0
-100%
清仓
MMM
3M CO
-$225.0K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$209.0K
52,513
+3%
清仓
FPWR
FIRST TR EXCHANGE-TRADED FD
-$205.0K
0
-100%
建仓
GIS
GENERAL MLS INC
+$203.0K
2,696
减持
VZ
VERIZON COMMUNICATIONS INC
-$185.0K
28,478
-11%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$183.0K
125,044
+13%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$162.0K
19,940
+0%
清仓
OPEN
OPENDOOR TECHNOLOGIES INC
-$159.0K
0
-100%
增持
TGT
TARGET CORP
-$143.0K
2,040
+0%
增持
DLR
DIGITAL RLTY TR INC
-$129.0K
12,088
+1%
减持
IWB
ISHARES TR
-$127.0K
2,024
-7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$119.0K
27,295
+1%
增持
RGEN
REPLIGEN CORP
-$114.0K
4,741
+1%
建仓
PSEC
PROSPECT CAP CORP
+$106.0K
15,111
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$99.0K
146,704
+8%
减持
GOOG
ALPHABET INC
-$91.0K
141
-1%
增持
HNDL
STRATEGY SHS
-$78.0K
25,298
+2%
增持
VEEV
VEEVA SYS INC
-$75.0K
6,085
+1%
增持
—
NOVOCURE LTD
-$74.0K
6,460
+2%
增持
BAC
BK OF AMERICA CORP
-$71.0K
17,808
+17%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$71.0K
39,188
-0%
增持
MKC
MCCORMICK & CO INC
-$69.0K
4,308
+0%
增持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$67.0K
42,281
+1%
增持
EFX
EQUIFAX INC
-$62.0K
1,144
+0%
减持
ZTS
ZOETIS INC
-$59.0K
3,277
-1%
增持
KO
COCA COLA CO
+$58.0K
44,823
+1%
增持
WFC
WELLS FARGO CO NEW
-$56.0K
6,147
+0%
减持
NOBL
PROSHARES TR
-$54.0K
4,822
-2%
增持
MRK
MERCK & CO INC
+$54.0K
5,853
+0%
增持
CVX
CHEVRON CORP NEW
-$53.0K
3,150
+1%
增持
PAYX
PAYCHEX INC
-$50.0K
2,311
+1%
增持
ESGU
ISHARES TR
-$45.0K
2,646
+0%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$44.0K
25,727
+1%
建仓
—
OYSTER PT PHARMA INC
+$43.0K
10,000
减持
HON
HONEYWELL INTL INC
-$42.0K
1,596
-3%
增持
SYY
SYSCO CORP
+$35.0K
9,853
+1%
增持
PG
PROCTER AND GAMBLE CO
-$34.0K
4,228
+1%
增持
STXS
STEREOTAXIS INC
-$31.0K
32,306
+33%
增持
GILD
GILEAD SCIENCES INC
+$29.0K
6,675
+3%
增持
MPLX
MPLX LP
-$28.0K
8,551
+2%
增持
PKG
PACKAGING CORP AMER
-$27.0K
1,547
+0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$19.0K
7,989
-4%
减持
PFE
PFIZER INC
+$17.0K
30,758
-0%
增持
NEE
NEXTERA ENERGY INC
-$15.0K
2,784
+2%
增持
JPM
JPMORGAN CHASE & CO
+$13.0K
7,026
+23%
增持
YUM
YUM BRANDS INC
-$12.0K
2,601
+1%
增持
MPC
MARATHON PETE CORP
-$10.0K
3,537
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$5.0K
785
+4%
增持
GOOGL
ALPHABET INC
-$5.0K
141
+26%
增持
—
SIRIUS XM HOLDINGS INC
-$5.0K
10,712
+0%
增持
AMGN
AMGEN INC
+$3.0K
985
+0%
增持
PEP
PEPSICO INC
+$0
3,006
+0%