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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 86 项
建仓 7
增持 42
减持 35
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$1.9M
55,770
-0%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
12,627
+3%
增持
MSFT
MICROSOFT CORP
+$1.5M
29,590
+1%
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
+$1.3M
57,987
+3%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$928.6K
147,331
-10%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$923.3K
160,964
-1%
增持
MYFW
FIRST WESTN FINL INC
-$447.3K
56,940
+2%
减持
TTD
THE TRADE DESK INC
+$418.7K
27,434
-2%
增持
FPEI
FIRST TR EXCH TRADED FD III
-$379.2K
378,029
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$355.7K
39,674
+1%
减持
PFE
PFIZER INC
-$334.0K
30,960
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$329.5K
14,087
-37%
减持
LAND
GLADSTONE LD CORP
-$297.8K
64,783
-14%
建仓
HUBS
HUBSPOT INC
+$285.5K
666
增持
T
AT&T INC
+$261.9K
139,056
+6%
减持
V
VISA INC
+$260.6K
14,972
-0%
减持
—
NOVOCURE LTD
-$254.6K
3,890
-42%
减持
QQQ
INVESCO QQQ TR
+$229.4K
4,592
-2%
建仓
CVCO
CAVCO INDS INC DEL
+$220.2K
693
建仓
PKG
PACKAGING CORP AMER
+$213.9K
1,541
建仓
SNOW
SNOWFLAKE INC
+$208.6K
1,352
清仓
KHC
KRAFT HEINZ CO
-$207.9K
0
-100%
建仓
PD
PAGERDUTY INC
+$206.4K
5,900
清仓
LVHD
LEGG MASON ETF INVT
-$206.1K
0
-100%
建仓
GOOGL
ALPHABET INC
+$205.4K
1,980
建仓
MCD
MCDONALDS CORP
+$205.1K
734
增持
COST
COSTCO WHSL CORP NEW
+$196.4K
4,810
+0%
减持
U
UNITY SOFTWARE INC
-$178.1K
14,101
-37%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$169.5K
151,670
+1%
减持
DIS
DISNEY WALT CO
+$165.2K
12,475
-0%
增持
VEEV
VEEVA SYS INC
+$161.4K
6,409
+2%
减持
MGK
VANGUARD WORLD FD
+$154.4K
4,977
-1%
减持
VRT
VERTIV HOLDINGS CO
+$147.3K
272,854
-1%
减持
INTC
INTEL CORP
-$139.7K
16,952
-35%
增持
MPLX
MPLX LP
+$130.1K
12,298
+38%
减持
DLR
DIGITAL RLTY TR INC
-$118.9K
17,529
-5%
减持
MDB
MONGODB INC
+$113.3K
3,258
-1%
减持
KO
COCA COLA CO
-$96.8K
45,510
-1%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$92.3K
46,209
+6%
减持
VOO
VANGUARD INDEX FDS
+$81.4K
3,516
-0%
减持
CSCO
CISCO SYS INC
+$79.4K
19,060
-1%
增持
BAC
BANK AMERICA CORP
-$79.1K
18,184
+1%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$73.7K
44,004
+12%
减持
CVX
CHEVRON CORP NEW
-$73.6K
4,151
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$73.0K
41,032
+3%
减持
ABBV
ABBVIE INC
-$65.3K
28,353
-0%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$65.1K
32,725
+7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$59.2K
28,108
+1%
减持
ZTS
ZOETIS INC
+$54.6K
3,240
-2%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$45.3K
20,227
-0%
减持
JPM
JPMORGAN CHASE & CO
-$44.3K
2,449
-10%
减持
WMT
WALMART INC
+$43.0K
10,373
-1%
减持
GILD
GILEAD SCIENCES INC
-$41.4K
6,440
-4%
增持
TGT
TARGET CORP
+$36.1K
2,088
+0%
增持
HON
HONEYWELL INTL INC
-$35.7K
1,620
+0%
增持
IWB
ISHARES TR
+$31.3K
2,042
+0%
增持
TECH
BIO-TECHNE CORP
-$27.1K
3,144
+0%
增持
MRK
MERCK & CO INC
-$24.3K
5,897
+0%
增持
WFC
WELLS FARGO CO NEW
-$23.2K
6,230
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$20.8K
6,532
-0%
减持
DE
DEERE & CO
-$20.1K
498
-5%
增持
—
SIRIUS XM HOLDINGS INC
-$19.9K
10,849
+1%
增持
AMGN
AMGEN INC
-$18.5K
935
+0%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$17.8K
487
-5%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$17.2K
134,314
-0%
增持
NEE
NEXTERA ENERGY INC
-$15.9K
2,648
+1%
减持
MPC
MARATHON PETE CORP
-$14.6K
2,984
-17%
减持
NTNX
NUTANIX INC
-$14.1K
87,455
-0%
增持
YUM
YUM BRANDS INC
+$12.1K
2,637
+0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$12.0K
12,701
-2%
增持
SYY
SYSCO CORP
+$10.7K
9,983
+0%
增持
EFX
EQUIFAX INC
+$10.2K
1,151
+0%
增持
NOBL
PROSHARES TR
+$9.7K
5,196
+1%
增持
PG
PROCTER AND GAMBLE CO
-$8.1K
4,309
+1%
增持
INN
SUMMIT HOTEL PPTYS INC
-$7.9K
39,329
+0%
增持
STXS
STEREOTAXIS INC
+$7.9K
36,853
+13%
增持
MKC
MCCORMICK & CO INC
+$7.2K
4,392
+2%
增持
PEP
PEPSICO INC
+$6.9K
3,039
+0%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$6.4K
26,675
+1%
增持
LMT
LOCKHEED MARTIN CORP
-$6.2K
800
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$6.2K
2,953
+1%
增持
GIS
GENERAL MLS INC
+$6.0K
2,753
+1%
增持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$3.8K
43,184
+2%
增持
—
EXXON MOBIL CORP
-$382
1,871
+0%
增持
PAYX
PAYCHEX INC
-$341
2,356
+1%
减持
PYPL
PAYPAL HLDGS INC
-$34
3,765
-6%