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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 102 项
建仓 10
增持 45
减持 41
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
VRIG
INVESCO ACTIVELY MANAGED ETF
+$11.5M
460,288
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$6.0M
10,448
-91%
减持
NVDA
NVIDIA CORPORATION
+$2.2M
9,717
-27%
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。
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$2.1M
46,816
增持
AMZN
AMAZON COM INC
+$1.8M
62,290
+0%
建仓
BAR
GRANITESHARES GOLD TR
+$1.7M
76,834
清仓
MMM
3M CO
-$1.5M
0
-100%
减持
AAPL
APPLE INC
-$1.4M
55,447
-2%
增持
PSTG
PURE STORAGE INC
+$1.1M
61,907
+2%
减持
MSFT
MICROSOFT CORP
+$996.7K
29,532
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$991.1K
40,821
-2%
建仓
—
3M CO
+$964.1K
9,089
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$770.4K
2,829
+179%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$732.9K
10,329
-59%
减持
LAND
GLADSTONE LD CORP
-$684.1K
22,386
-67%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$637.0K
54,630
+51%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$629.6K
148,042
+7%
增持
COST
COSTCO WHSL CORP NEW
+$611.8K
5,862
+5%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$598.8K
158,209
-3%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$584.8K
39,475
+2%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$537.3K
78,732
+17%
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$516.0K
24,133
减持
ABBV
ABBVIE INC
+$471.2K
27,486
-6%
增持
VDE
VANGUARD WORLD FD
+$421.0K
25,221
+2%
增持
RXRX
RECURSION PHARMACEUTICALS IN
+$397.8K
57,556
+222%
减持
MYFW
FIRST WESTN FINL INC
-$391.7K
51,939
-10%
增持
TTD
THE TRADE DESK INC
+$375.5K
23,577
+1%
增持
WMT
WALMART INC
+$364.6K
33,479
+220%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$349.3K
46,243
-28%
建仓
MBSF
VALUED ADVISERS TR
+$324.6K
12,844
减持
NTNX
NUTANIX INC
-$299.0K
59,824
-29%
减持
VRT
VERTIV HOLDINGS CO
+$277.8K
99,562
-39%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$275.2K
183,863
+3%
清仓
TSLA
TESLA INC
-$263.6K
0
-100%
减持
V
VISA INC
+$260.0K
14,845
-0%
减持
NOBL
PROSHARES TR
-$251.3K
4,697
-39%
增持
DLR
DIGITAL RLTY TR INC
+$246.6K
18,210
+3%
清仓
TECH
BIO-TECHNE CORP
-$231.1K
0
-100%
清仓
—
EXXON MOBIL CORP
-$217.7K
0
-100%
建仓
NDAQ
NASDAQ INC
+$215.4K
3,414
建仓
FIW
FIRST TR EXCHANGE-TRADED FD
+$207.6K
2,033
清仓
DE
DEERE & CO
-$204.7K
0
-100%
清仓
MCD
MCDONALDS CORP
-$204.4K
0
-100%
建仓
DIS
DISNEY WALT CO
+$203.9K
1,666
建仓
ORCL
ORACLE CORP
+$201.5K
1,604
减持
IGLD
FIRST TR EXCHANGE-TRADED FD
-$185.9K
22,292
-31%
减持
VEEV
VEEVA SYS INC
+$178.8K
6,286
-5%
增持
MGK
VANGUARD WORLD FD
+$174.7K
6,301
+0%
减持
MDB
MONGODB INC
-$164.1K
3,178
-0%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$138.7K
59,722
+13%
减持
MRK
MERCK & CO INC
+$113.9K
5,773
-3%
减持
INTC
INTEL CORP
-$107.2K
15,343
-2%
减持
VOO
VANGUARD INDEX FDS
+$94.2K
4,902
-5%
增持
ZTS
ZOETIS INC
-$90.8K
3,277
+0%
减持
KO
COCA COLA CO
+$90.7K
46,916
-1%
增持
SYY
SYSCO CORP
+$86.3K
10,210
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$85.8K
1,232
+2%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$84.6K
18,982
-1%
增持
MPLX
MPLX LP
+$80.1K
13,648
+3%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$79.1K
48,670
+2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$78.4K
5,139
-16%
减持
CHDN
CHURCHILL DOWNS INC
-$76.2K
1,931
-17%
减持
BAC
BANK AMERICA CORP
+$73.5K
18,448
-1%
增持
PG
PROCTER AND GAMBLE CO
+$72.9K
4,396
+1%
减持
RGEN
REPLIGEN CORP
-$71.8K
3,647
-12%
增持
BROS
DUTCH BROS INC
+$67.6K
11,962
+16%
减持
WFC
WELLS FARGO CO NEW
-$66.8K
4,223
-33%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$62.3K
26,702
+2%
增持
TGT
TARGET CORP
+$61.0K
1,723
+0%
增持
SBRA
SABRA HEALTH CARE REIT INC
+$60.9K
14,247
+36%
减持
GILD
GILEAD SCIENCES INC
-$58.4K
6,704
-1%
增持
JPM
JPMORGAN CHASE & CO
+$56.4K
1,805
+1%
减持
HON
HONEYWELL INTL INC
-$53.3K
1,405
-14%
增持
IWB
ISHARES TR
+$48.0K
1,822
+0%
增持
CVX
CHEVRON CORP NEW
+$46.8K
4,706
+1%
增持
CVCO
CAVCO INDS INC DEL
+$44.6K
810
+1%
增持
PKG
PACKAGING CORP AMER
+$41.7K
1,546
+0%
减持
MPC
MARATHON PETE CORP
+$37.6K
2,421
-20%
减持
MELI
MERCADOLIBRE INC
-$37.3K
168
-10%
增持
MKC
MCCORMICK & CO INC
+$34.9K
3,961
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$31.9K
11,010
-10%
增持
GOOG
ALPHABET INC
+$31.5K
2,771
+0%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$31.0K
12,687
-14%
减持
AMGN
AMGEN INC
-$30.9K
849
-10%
增持
AJG
GALLAGHER ARTHUR J & CO
+$26.8K
1,043
+0%
减持
HUBS
HUBSPOT INC
+$23.9K
646
-2%
增持
EFX
EQUIFAX INC
+$23.9K
1,159
+0%
减持
QQQ
INVESCO QQQ TR
-$23.4K
4,070
-9%
增持
YUM
YUM BRANDS INC
+$23.1K
2,688
+0%
增持
FCX
FREEPORT-MCMORAN INC
+$22.5K
4,872
+0%
增持
DOCN
DIGITALOCEAN HLDGS INC
+$22.0K
9,526
+2%
增持
PEP
PEPSICO INC
+$22.0K
3,686
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$12.4K
14,962
-4%
减持
SHYG
ISHARES TR
-$11.7K
5,840
-5%
增持
PAYX
PAYCHEX INC
+$11.0K
2,428
+1%
减持
IJR
ISHARES TR
-$10.9K
2,029
-7%
增持
INN
SUMMIT HOTEL PPTYS INC
-$7.2K
39,810
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$6.7K
7,919
+1%
减持
IVOO
VANGUARD ADMIRAL FDS INC
+$5.0K
2,331
-7%
增持
LMT
LOCKHEED MARTIN CORP
+$4.0K
848
+1%
增持
SHOP
SHOPIFY INC
+$3.0K
12,718
+1%
增持
CSCO
CISCO SYS INC
-$623
14,095
+1%