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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 93 项
建仓 5
增持 52
减持 31
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
VRT
VERTIV HOLDINGS CO
+$2.7M
265,439
-3%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
13,089
+4%
增持
MSFT
MICROSOFT CORP
+$2.0M
30,796
+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。
增持
AMZN
AMAZON COM INC
+$2.0M
60,920
+5%
增持
AAPL
APPLE INC
+$1.7M
56,374
+1%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$836.1K
10,292
减持
T
AT&T INC
-$758.4K
120,276
-14%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$670.9K
159,861
-1%
增持
ABBV
ABBVIE INC
-$656.2K
28,668
+1%
增持
COST
COSTCO WHSL CORP NEW
+$595.3K
5,545
+15%
减持
MDB
MONGODB INC
+$563.1K
3,218
-1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$559.4K
138,162
-6%
减持
TTD
THE TRADE DESK INC
+$409.6K
26,944
-2%
减持
DIS
DISNEY WALT CO
-$348.8K
10,084
-19%
增持
MGK
VANGUARD WORLD FD
+$286.1K
5,541
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$247.2K
40,714
+3%
清仓
—
NOVOCURE LTD
-$233.9K
0
-100%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$231.3K
156,575
+3%
减持
CSCO
CISCO SYS INC
-$228.0K
14,849
-22%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$227.4K
1,035
建仓
TSLA
TESLA INC
+$222.2K
849
建仓
MMM
3M CO
+$221.1K
2,209
减持
DLR
DIGITAL RLTY TR INC
+$213.9K
17,013
-3%
清仓
SNOW
SNOWFLAKE INC
-$208.6K
0
-100%
清仓
PD
PAGERDUTY INC
-$206.4K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$205.0K
3,750
+7%
清仓
NEE
NEXTERA ENERGY INC
-$204.1K
0
-100%
建仓
ORCL
ORACLE CORP
+$201.8K
1,694
增持
V
VISA INC
+$191.4K
15,020
+0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$180.4K
9,149
-28%
减持
NTNX
NUTANIX INC
+$178.8K
87,405
-0%
减持
RGEN
REPLIGEN CORP
-$174.0K
4,391
-7%
减持
QQQ
INVESCO QQQ TR
+$156.2K
4,412
-4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$140.0K
28,274
+1%
增持
PFE
PFIZER INC
-$112.4K
31,372
+1%
增持
WMT
WALMART INC
+$109.2K
10,425
+1%
减持
VEEV
VEEVA SYS INC
+$85.4K
6,389
-0%
减持
PYPL
PAYPAL HLDGS INC
-$82.3K
3,052
-19%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$80.6K
46,348
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$71.6K
12,806
-9%
减持
TGT
TARGET CORP
-$71.3K
2,081
-0%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$66.4K
379,725
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$60.5K
41,584
+1%
增持
MRK
MERCK & CO INC
+$55.9K
5,921
+0%
增持
MPC
MARATHON PETE CORP
-$52.1K
3,003
+1%
增持
GOOG
ALPHABET INC
+$49.1K
2,830
+0%
增持
KO
COCA COLA CO
-$47.2K
46,095
+1%
减持
U
UNITY SOFTWARE INC
+$45.1K
11,574
-18%
增持
GOOGL
ALPHABET INC
+$44.8K
2,090
+6%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$43.9K
19,066
-6%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$43.5K
40,489
-6%
清仓
—
DARIOHEALTH CORP
-$42.6K
0
-100%
减持
LAND
GLADSTONE LD CORP
-$41.1K
63,769
-2%
增持
MYFW
FIRST WESTN FINL INC
-$40.4K
58,440
+3%
增持
EFX
EQUIFAX INC
+$37.8K
1,153
+0%
减持
INTC
INTEL CORP
-$36.5K
15,471
-9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$35.9K
7,166
+10%
增持
PEP
PEPSICO INC
+$35.4K
3,182
+5%
增持
WFC
WELLS FARGO CO NEW
+$34.3K
6,261
+0%
减持
IGLD
FIRST TR EXCHANGE-TRADED FD
-$33.1K
32,083
-2%
增持
ZTS
ZOETIS INC
+$28.6K
3,298
+2%
增持
HON
HONEYWELL INTL INC
+$28.3K
1,629
+1%
增持
SYY
SYSCO CORP
-$26.4K
10,035
+1%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$25.3K
44,285
+1%
减持
AG
FIRST MAJESTIC SILVER CORP
-$24.9K
13,118
-4%
增持
TECH
BIO-TECHNE CORP
+$23.6K
3,146
+0%
增持
GIS
GENERAL MLS INC
-$22.8K
2,770
+1%
减持
JPM
JPMORGAN CHASE & CO
-$21.7K
2,046
-16%
增持
GILD
GILEAD SCIENCES INC
-$20.2K
6,671
+4%
减持
IWB
ISHARES TR
-$19.6K
1,807
-12%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$19.4K
25,590
-4%
增持
YUM
YUM BRANDS INC
+$18.7K
2,649
+0%
增持
INN
SUMMIT HOTEL PPTYS INC
-$18.1K
39,505
+0%
增持
CHDN
CHURCHILL DOWNS INC
+$17.8K
2,322
+95%
增持
AMGN
AMGEN INC
-$17.6K
940
+1%
增持
PG
PROCTER AND GAMBLE CO
+$17.1K
4,335
+1%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$16.6K
134,134
-0%
增持
BROS
DUTCH BROS INC
-$16.4K
8,126
+4%
增持
STXS
STEREOTAXIS INC
-$15.7K
38,853
+5%
增持
CVCO
CAVCO INDS INC DEL
+$11.1K
784
+13%
减持
MKC
MCCORMICK & CO INC
+$10.6K
4,311
-2%
增持
PKG
PACKAGING CORP AMER
-$10.1K
1,542
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$6.8K
836
+5%
增持
—
SIRIUS XM HOLDINGS INC
+$6.4K
10,925
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$6.0K
3,055
+3%
减持
NOBL
PROSHARES TR
+$5.7K
5,090
-2%
增持
CVX
CHEVRON CORP NEW
-$5.6K
4,269
+3%
增持
PAYX
PAYCHEX INC
-$4.2K
2,376
+1%
增持
—
EXXON MOBIL CORP
-$3.7K
1,878
+0%
增持
DE
DEERE & CO
-$3.2K
500
+0%
增持
BAC
BANK AMERICA CORP
+$3.1K
18,234
+0%
减持
MCD
MCDONALDS CORP
-$1.5K
682
-7%
增持
MPLX
MPLX LP
+$819
12,507
+2%