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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 94 项
建仓 7
增持 47
减持 29
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
VDE
VANGUARD WORLD FDS
+$2.9M
22,995
清仓
T
AT&T INC
-$1.9M
0
-100%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$1.5M
69,344
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。
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.4M
16,133
-61%
减持
AAPL
APPLE INC
-$1.3M
56,290
-0%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.3M
117,086
-15%
增持
MMM
3M CO
+$1.2M
15,643
+608%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$1.2M
29,873
+190%
减持
MSFT
MICROSOFT CORP
-$806.0K
30,662
-0%
建仓
PSTG
PURE STORAGE INC
+$738.0K
20,720
减持
DIS
DISNEY WALT CO
-$688.9K
2,609
-74%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$564.9K
345,586
-9%
减持
NTNX
NUTANIX INC
+$553.9K
86,170
-1%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$543.5K
166,952
+7%
清仓
U
UNITY SOFTWARE INC
-$502.5K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$476.3K
0
-100%
增持
ABBV
ABBVIE INC
+$449.5K
28,928
+1%
减持
VRT
VERTIV HOLDINGS CO
+$401.7K
187,544
-29%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$377.1K
14,556
-64%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$330.9K
41,190
+1%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$304.4K
161,758
+1%
清仓
TGT
TARGET CORP
-$274.5K
0
-100%
减持
TTD
THE TRADE DESK INC
-$264.1K
23,244
-14%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$235.8K
27,091
-4%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$231.7K
51,670
+17%
清仓
BROS
DUTCH BROS INC
-$231.2K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$227.6K
971
减持
MDB
MONGODB INC
-$220.0K
3,188
-1%
清仓
GIS
GENERAL MLS INC
-$212.4K
0
-100%
建仓
—
LINDE PLC
+$211.1K
567
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$210.2K
138,199
+3%
增持
NOBL
PROSHARES TR
+$205.1K
7,735
+52%
建仓
SNN
SMITH & NEPHEW PLC
+$204.3K
8,246
清仓
PYPL
PAYPAL HLDGS INC
-$203.7K
0
-100%
清仓
MCD
MCDONALDS CORP
-$203.6K
0
-100%
清仓
DE
DEERE & CO
-$202.4K
0
-100%
清仓
ORCL
ORACLE CORP
-$201.8K
0
-100%
增持
KO
COCA COLA CO
-$175.4K
46,453
+1%
增持
DLR
DIGITAL RLTY TR INC
+$165.4K
17,374
+2%
增持
COST
COSTCO WHSL CORP NEW
+$159.6K
5,567
+0%
建仓
SBRA
SABRA HEALTH CARE REIT INC
+$141.6K
10,158
减持
SHOP
SHOPIFY INC
-$132.4K
12,560
-1%
减持
V
VISA INC
-$128.0K
14,951
-0%
减持
PFE
PFIZER INC
-$125.1K
30,920
-1%
增持
LAND
GLADSTONE LD CORP
-$113.5K
64,932
+2%
增持
MPC
MARATHON PETE CORP
+$106.5K
3,018
+0%
增持
AMZN
AMAZON COM INC
-$103.1K
61,662
+1%
增持
CVX
CHEVRON CORP NEW
+$89.0K
4,512
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$84.6K
9,506
+33%
增持
SYY
SYSCO CORP
-$78.2K
10,090
+1%
减持
MRK
MERCK & CO INC
-$74.3K
5,915
-0%
增持
MGK
VANGUARD WORLD FD
+$72.7K
6,067
+9%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$72.5K
49,045
+6%
增持
VEEV
VEEVA SYS INC
+$62.4K
6,516
+2%
增持
EFX
EQUIFAX INC
-$59.7K
1,155
+0%
减持
NVDA
NVIDIA CORPORATION
-$53.3K
12,607
-4%
清仓
—
SIRIUS XM HOLDINGS INC
-$49.5K
0
-100%
增持
MKC
MCCORMICK & CO INC
-$48.5K
4,330
+0%
减持
TECH
BIO-TECHNE CORP
-$47.7K
3,072
-2%
增持
AMGN
AMGEN INC
+$44.7K
942
+0%
增持
LMT
LOCKHEED MARTIN CORP
-$40.5K
842
+1%
减持
JPM
JPMORGAN CHASE & CO
-$39.3K
1,781
-13%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$37.9K
19,956
+5%
增持
HON
HONEYWELL INTL INC
-$35.4K
1,638
+1%
增持
CSCO
CISCO SYS INC
+$35.1K
14,945
+1%
增持
YUM
YUM BRANDS INC
-$34.5K
2,662
+0%
增持
WMT
WALMART INC
+$34.1K
10,459
+0%
减持
IGLD
FIRST TR EXCHANGE-TRADED FD
-$33.9K
32,020
-0%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$33.5K
475
-2%
增持
PKG
PACKAGING CORP AMER
+$33.2K
1,544
+0%
减持
INTC
INTEL CORP
+$31.5K
15,439
-0%
减持
HUBS
HUBSPOT INC
-$31.3K
656
-2%
增持
MPLX
MPLX LP
+$30.3K
12,784
+2%
增持
PEP
PEPSICO INC
+$30.2K
3,657
+15%
减持
INN
SUMMIT HOTEL PPTYS INC
-$28.4K
39,445
-0%
增持
GOOGL
ALPHABET INC
+$24.6K
2,100
+0%
减持
GOOG
ALPHABET INC
+$22.9K
2,770
-2%
增持
QQQ
INVESCO QQQ TR
-$22.1K
4,487
+2%
减持
TSLA
TESLA INC
-$21.8K
801
-6%
增持
PG
PROCTER AND GAMBLE CO
-$21.7K
4,361
+1%
增持
—
EXXON MOBIL CORP
+$20.2K
1,885
+0%
增持
BAC
BANK AMERICA CORP
-$19.5K
18,393
+1%
增持
CVCO
CAVCO INDS INC DEL
-$17.7K
804
+3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$17.0K
8,802
-4%
增持
PAYX
PAYCHEX INC
+$10.2K
2,393
+1%
增持
WFC
WELLS FARGO CO NEW
-$9.9K
6,297
+1%
增持
GILD
GILEAD SCIENCES INC
-$9.9K
6,729
+1%
增持
AJG
GALLAGHER ARTHUR J & CO
+$9.2K
1,038
+0%
增持
MYFW
FIRST WESTN FINL INC
-$8.1K
59,440
+2%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$6.8K
25,895
+1%
增持
VOO
VANGUARD INDEX FDS
+$4.0K
3,899
+4%
减持
STXS
STEREOTAXIS INC
-$750
37,149
-4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$171
3,078
+1%
减持
ZTS
ZOETIS INC
+$95
3,265
-1%