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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 87 项
建仓 5
增持 58
减持 19
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.9M
112,894
+39%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$986.0K
20,248
-71%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$964.0K
160,478
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。
+1%
增持
NTNX
NUTANIX INC
+$663.0K
88,696
+10%
增持
TTD
THE TRADE DESK INC
+$534.0K
29,084
+1%
清仓
HNDL
STRATEGY SHS
-$521.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$509.0K
52,148
+3%
增持
T
AT&T INC
-$482.0K
114,286
+7%
增持
VRT
VERTIV HOLDINGS CO
+$480.0K
275,864
+3%
增持
ABBV
ABBVIE INC
-$458.0K
28,096
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$447.0K
26,271
-8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$447.0K
39,028
+8%
减持
INTC
INTEL CORP
-$428.0K
26,855
-10%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$426.0K
406,387
-3%
减持
LAND
GLADSTONE LD CORP
-$418.0K
86,425
-3%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$288.0K
51,216
-2%
增持
V
VISA INC
-$283.0K
15,021
+0%
增持
NVDA
NVIDIA CORPORATION
+$258.0K
12,528
+50%
增持
PFE
PFIZER INC
-$255.0K
31,024
+1%
建仓
MELI
MERCADOLIBRE INC
+$254.0K
307
增持
KO
COCA COLA CO
-$252.0K
45,849
+2%
清仓
BGLD
FIRST TR EXCHANGE-TRADED FD
-$246.0K
0
-100%
增持
DLR
DIGITAL RLTY TR INC
-$234.0K
13,460
+11%
建仓
GH
GUARDANT HEALTH INC
+$231.0K
4,285
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$231.0K
3,110
建仓
SNOW
SNOWFLAKE INC
+$225.0K
1,322
清仓
ESGU
ISHARES TR
-$222.0K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$218.0K
3,032
清仓
PKG
PACKAGING CORP AMER
-$213.0K
0
-100%
清仓
EFX
EQUIFAX INC
-$209.0K
0
-100%
增持
AAPL
APPLE INC
+$177.0K
55,184
+1%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$159.0K
150,417
+3%
增持
VEEV
VEEVA SYS INC
-$152.0K
6,385
+5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$148.0K
27,484
+1%
增持
DIS
DISNEY WALT CO
+$135.0K
16,689
+10%
增持
SYY
SYSCO CORP
-$135.0K
9,899
+0%
增持
CVX
CHEVRON CORP NEW
+$130.0K
4,076
+29%
增持
MSFT
MICROSOFT CORP
-$129.0K
29,026
+8%
增持
MYFW
FIRST WESTN FINL INC
-$115.0K
55,940
+2%
减持
VOO
VANGUARD INDEX FDS
-$98.0K
3,490
-3%
增持
WMT
WALMART INC
+$95.0K
10,584
+1%
减持
QQQ
INVESCO QQQ TR
-$91.0K
5,894
-1%
减持
IGLD
FIRST TR EXCHANGE-TRADED FD
-$82.0K
31,502
-5%
增持
PG
PROCTER AND GAMBLE CO
-$71.0K
4,254
+1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$66.0K
19,989
+0%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$64.0K
42,566
-3%
增持
MPC
MARATHON PETE CORP
+$62.0K
3,558
+1%
减持
PYPL
PAYPAL HLDGS INC
+$60.0K
3,765
-0%
减持
JPM
JPMORGAN CHASE & CO
-$60.0K
6,996
-0%
增持
—
NOVOCURE LTD
+$57.0K
6,660
+3%
减持
CSCO
CISCO SYS INC
-$56.0K
19,873
-0%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$56.0K
39,198
+0%
减持
MKC
MCCORMICK & CO INC
-$52.0K
4,302
-0%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$52.0K
134,153
+7%
增持
TECH
BIO-TECHNE CORP
-$49.0K
786
+0%
增持
MGK
VANGUARD WORLD FD
-$38.0K
5,467
+0%
增持
GOOG
ALPHABET INC
-$37.0K
2,820
+1900%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$37.0K
41,826
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$32.0K
790
+1%
增持
ZTS
ZOETIS INC
-$31.0K
3,584
+9%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$29.0K
6,400
-0%
增持
COST
COSTCO WHSL CORP NEW
-$26.0K
4,791
+0%
增持
GOOGL
ALPHABET INC
-$24.0K
2,960
+1999%
增持
MRK
MERCK & CO INC
-$24.0K
5,924
+1%
增持
INN
SUMMIT HOTEL PPTYS INC
-$21.0K
39,139
+0%
增持
TGT
TARGET CORP
+$19.0K
2,068
+1%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$17.0K
25,936
+1%
增持
U
UNITY SOFTWARE INC
+$17.0K
23,294
+18%
增持
YUM
YUM BRANDS INC
-$17.0K
2,613
+0%
增持
AMGN
AMGEN INC
-$17.0K
988
+0%
减持
CHDN
CHURCHILL DOWNS INC
-$16.0K
1,190
-3%
增持
MPLX
MPLX LP
+$13.0K
8,739
+2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$11.0K
7,760
-3%
增持
HON
HONEYWELL INTL INC
-$9.0K
1,604
+1%
增持
PEP
PEPSICO INC
-$8.0K
3,017
+0%
增持
WFC
WELLS FARGO CO NEW
+$7.0K
6,175
+0%
增持
NEE
NEXTERA ENERGY INC
+$6.0K
2,833
+2%
增持
—
SIRIUS XM HOLDINGS INC
-$5.0K
10,751
+0%
增持
GIS
GENERAL MLS INC
+$5.0K
2,715
+1%
增持
NOBL
PROSHARES TR
-$3.0K
5,111
+6%
增持
GILD
GILEAD SCIENCES INC
+$3.0K
6,749
+1%
增持
BROS
DUTCH BROS INC
-$2.0K
7,826
+1%
增持
PAYX
PAYCHEX INC
-$2.0K
2,324
+1%
减持
AG
FIRST MAJESTIC SILVER CORP
+$2.0K
13,732
-4%
增持
BAC
BK OF AMERICA CORP
-$1.0K
18,312
+3%
增持
STXS
STEREOTAXIS INC
+$0
32,506
+1%
增持
SHOP
SHOPIFY INC
+$0
10,750
+16%