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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 84 项
建仓 6
增持 42
减持 30
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$3.0M
163,127
+44%
增持
AMZN
AMAZON COM INC
-$1.2M
56,360
+8%
减持
VRT
VERTIV HOLDINGS CO
+$1.1M
275,057
-0%
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
IBM
INTERNATIONAL BUSINESS MACHS
+$919.5K
39,438
+1%
增持
ABBV
ABBVIE INC
+$813.0K
28,364
+1%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$770.2K
162,897
+2%
增持
T
AT&T INC
+$662.0K
131,177
+15%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$575.9K
134,725
+0%
增持
DLR
DIGITAL RLTY TR INC
+$507.2K
18,372
+36%
减持
DIS
DISNEY WALT CO
-$490.1K
12,476
-25%
减持
TTD
THE TRADE DESK INC
-$485.7K
27,934
-4%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$456.6K
39,775
-22%
减持
V
VISA INC
+$446.0K
14,993
-0%
减持
NTNX
NUTANIX INC
+$439.1K
87,795
-1%
清仓
BUFD
FIRST TR EXCHNG TRADED FD VI
-$387.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$367.5K
2,711
-61%
增持
KO
COCA COLA CO
+$351.8K
45,902
+0%
增持
AAPL
APPLE INC
-$347.5K
56,019
+2%
减持
QQQ
INVESCO QQQ TR
-$330.8K
4,673
-21%
清仓
GOOGL
ALPHABET INC
-$283.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$272.0K
12,269
-2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$262.1K
12,988
+67%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$258.8K
376,824
-7%
增持
MSFT
MICROSOFT CORP
+$247.5K
29,220
+1%
增持
PFE
PFIZER INC
+$239.1K
31,169
+0%
清仓
GH
GUARDANT HEALTH INC
-$231.0K
0
-100%
建仓
DE
DEERE & CO
+$225.7K
526
清仓
SNOW
SNOWFLAKE INC
-$225.0K
0
-100%
建仓
EFX
EQUIFAX INC
+$223.3K
1,149
清仓
SCHW
SCHWAB CHARLES CORP
-$218.0K
0
-100%
建仓
KHC
KRAFT HEINZ CO
+$207.9K
5,106
建仓
LVHD
LEGG MASON ETF INVT
+$206.1K
5,419
建仓
—
EXXON MOBIL CORP
+$205.5K
1,863
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$192.7K
20,289
+2%
减持
LAND
GLADSTONE LD CORP
-$187.6K
75,009
-13%
增持
CVX
CHEVRON CORP NEW
+$164.9K
4,184
+3%
减持
GILD
GILEAD SCIENCES INC
+$159.7K
6,706
-1%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$154.2K
43,732
+3%
增持
SHOP
SHOPIFY INC
+$149.4K
12,660
+18%
减持
MRK
MERCK & CO INC
+$141.7K
5,873
-1%
减持
CSCO
CISCO SYS INC
+$122.0K
19,248
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$120.6K
22,268
-15%
减持
WMT
WALMART INC
+$113.5K
10,484
-1%
增持
PG
PROCTER AND GAMBLE CO
+$111.9K
4,281
+1%
减持
U
UNITY SOFTWARE INC
-$106.5K
22,229
-5%
增持
VOO
VANGUARD INDEX FDS
+$94.8K
3,532
+1%
减持
MGK
VANGUARD WORLD FD
-$89.6K
5,018
-8%
减持
RGEN
REPLIGEN CORP
-$87.3K
4,723
-0%
增持
HON
HONEYWELL INTL INC
+$77.4K
1,612
+0%
增持
COST
COSTCO WHSL CORP NEW
-$69.4K
4,805
+0%
增持
MPC
MARATHON PETE CORP
+$63.9K
3,582
+1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$63.0K
150,079
-0%
增持
SYY
SYSCO CORP
+$60.3K
9,945
+0%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$59.0K
26,375
+2%
增持
YUM
YUM BRANDS INC
+$58.2K
2,625
+0%
清仓
—
OYSTER PT PHARMA INC
-$56.0K
0
-100%
增持
NOBL
PROSHARES TR
+$55.4K
5,161
+1%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$55.3K
511
-4%
增持
PEP
PEPSICO INC
+$54.1K
3,029
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$53.3K
27,898
+2%
增持
MKC
MCCORMICK & CO INC
+$51.3K
4,323
+0%
减持
ZTS
ZOETIS INC
-$47.3K
3,307
-8%
减持
BAC
BANK AMERICA CORP
+$46.2K
18,091
-1%
建仓
—
DARIOHEALTH CORP
+$44.2K
10,330
增持
VEA
VANGUARD TAX-MANAGED FDS
+$41.3K
6,536
+2%
增持
PYPL
PAYPAL HLDGS INC
-$38.1K
4,015
+7%
增持
TECH
BIO-TECHNE CORP
+$37.4K
3,142
+300%
减持
VEEV
VEEVA SYS INC
-$36.5K
6,299
-1%
增持
MDIV
FIRST TR EXCHANGE-TRADED FD
+$32.8K
42,540
+2%
减持
CHDN
CHURCHILL DOWNS INC
+$32.1K
1,188
-0%
增持
MPLX
MPLX LP
+$31.6K
8,939
+2%
增持
IWB
ISHARES TR
+$29.7K
2,037
+1%
减持
AMGN
AMGEN INC
+$21.7K
932
-6%
增持
GIS
GENERAL MLS INC
+$21.2K
2,734
+1%
增持
INN
SUMMIT HOTEL PPTYS INC
+$20.2K
39,228
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$12.0K
2,912
-6%
增持
PAYX
PAYCHEX INC
+$9.3K
2,339
+1%
增持
WFC
WELLS FARGO CO NEW
+$8.1K
6,202
+0%
减持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$7.7K
30,551
-3%
增持
MDB
MONGODB INC
+$4.2K
3,283
+2%
增持
TGT
TARGET CORP
+$2.7K
2,078
+0%
增持
—
SIRIUS XM HOLDINGS INC
+$2.0K
10,791
+0%
减持
NEE
NEXTERA ENERGY INC
-$2.0K
2,632
-7%
减持
INTC
INTEL CORP
+$1.5K
26,238
-2%