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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 116 项
建仓 11
增持 48
减持 46
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
MDB
MONGODB INC
+$1.4M
11,468
+5%
建仓
PPH
VANECK ETF TRUST
+$1.4M
13,129
增持
UPS
UNITED PARCEL SERVICE INC
+$1.3M
24,828
+72%
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
PSTG
PURE STORAGE INC
-$1.1M
57,282
-2%
减持
MSFT
MICROSOFT CORP
-$1.0M
28,251
-0%
增持
EQT
EQT CORP
+$1.0M
68,620
+40%
增持
GOOG
ALPHABET INC
+$855.5K
9,153
+11%
减持
TTD
THE TRADE DESK INC
-$799.3K
36,125
-18%
减持
—
GRAYSCALE COINDESK CRYPTO
-$746.2K
8,637
-56%
建仓
—
EATON CORP PLC
+$721.7K
2,266
减持
AAPL
APPLE INC
+$693.2K
46,658
-1%
清仓
—
SPOTIFY TECHNOLOGY S A
-$686.1K
0
-100%
清仓
MP
MP MATERIALS CORP
-$625.1K
0
-100%
减持
AMZN
AMAZON COM INC
+$592.5K
59,322
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$556.7K
37,061
+0%
建仓
MU
MICRON TECHNOLOGY INC
+$534.4K
1,872
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$527.6K
696,853
+3%
减持
WMT
WALMART INC
+$517.1K
69,395
-1%
建仓
PFE
PFIZER INC
+$510.0K
20,482
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$508.8K
43,486
-4%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$485.7K
17,358
-32%
增持
RKLB
ROCKET LAB CORP
+$430.2K
11,318
+51%
增持
T
AT&T INC
-$429.5K
146,606
+2%
清仓
ORCL
ORACLE CORP
-$398.0K
0
-100%
增持
CSHI
NEOS ETF TRUST
+$390.0K
15,467
+103%
减持
COST
COSTCO WHSL CORP NEW
-$345.9K
4,295
-2%
减持
BAR
GRANITESHARES GOLD TR
+$329.5K
77,575
-0%
减持
NVDA
NVIDIA CORPORATION
-$281.9K
79,539
-2%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$273.7K
137,729
-0%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$271.2K
5,583
建仓
TOST
TOAST INC
+$265.3K
7,470
清仓
NOC
NORTHROP GRUMMAN CORP
-$262.9K
0
-100%
清仓
ZTS
ZOETIS INC
-$258.0K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$234.1K
2,343
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$222.6K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$222.4K
0
-100%
建仓
GLD
SPDR GOLD TR
+$219.6K
554
增持
KO
COCA COLA CO
+$215.2K
44,479
+2%
清仓
INOD
INNODATA INC
-$208.6K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$208.0K
1,005
清仓
MRK
MERCK & CO INC
-$202.5K
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$196.4K
1,400
-34%
增持
BROS
DUTCH BROS INC
+$181.2K
20,205
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$176.8K
9,941
-24%
清仓
DBRG
DIGITALBRIDGE GROUP INC
-$166.9K
0
-100%
减持
VEEV
VEEVA SYS INC
-$149.1K
1,861
-2%
建仓
HPS
HANCOCK JOHN PFD INCOME FD I
+$144.1K
10,000
增持
LVHI
LEGG MASON ETF INVT
+$138.5K
57,891
+1%
增持
GILD
GILEAD SCIENCES INC
+$133.8K
8,704
+3%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$133.7K
15,670
-25%
增持
ARM
ARM HOLDINGS PLC
-$129.1K
4,347
+2%
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$114.7K
24,592
-1%
增持
META
META PLATFORMS INC
-$111.4K
1,521
+0%
清仓
—
GRAB HOLDINGS LIMITED
-$108.7K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$102.7K
1,064
-16%
减持
MPC
MARATHON PETE CORP
-$98.6K
2,057
-8%
减持
ABBV
ABBVIE INC
-$91.7K
28,237
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$88.4K
9,603
+1%
增持
NFLX
NETFLIX INC
-$85.5K
5,368
+993%
增持
SYY
SYSCO CORP
-$79.6K
9,807
+1%
增持
CVX
CHEVRON CORP NEW
+$78.8K
5,132
+13%
减持
PANW
PALO ALTO NETWORKS INC
-$75.3K
1,237
-17%
增持
ALAB
ASTERA LABS INC
-$74.3K
3,854
+5%
减持
PEP
PEPSICO INC
-$71.4K
2,777
-17%
减持
V
VISA INC
+$70.1K
15,592
-1%
增持
MPLX
MPLX LP
+$68.8K
15,604
+2%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$68.0K
1,399
-5%
减持
GEV
GE VERNOVA INC
-$66.8K
525
-21%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$65.9K
9,685
-14%
减持
BAC
BANK AMERICA CORP
+$65.4K
20,595
-0%
增持
BEN
FRANKLIN RESOURCES INC
+$64.3K
20,475
+11%
减持
PG
PROCTER AND GAMBLE CO
-$59.5K
4,196
-2%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$58.5K
25,177
+6%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$53.7K
5,682
+19%
减持
RXRX
RECURSION PHARMACEUTICALS IN
-$53.2K
66,677
-0%
增持
EFX
EQUIFAX INC
-$45.7K
1,173
+0%
减持
SYM
SYMBOTIC INC
+$43.0K
30,622
-7%
增持
WFC
WELLS FARGO CO NEW
+$41.2K
4,288
+0%
减持
PAYX
PAYCHEX INC
-$39.0K
2,404
-1%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$38.8K
166,187
+1%
增持
STXS
STEREOTAXIS INC
-$37.6K
57,567
+5%
减持
QQQ
INVESCO QQQ TR
-$37.3K
2,669
-4%
增持
AMGN
AMGEN INC
+$34.7K
749
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$34.3K
2,125
+3%
减持
VOO
VANGUARD INDEX FDS
+$33.4K
4,885
-1%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$33.0K
12,943
-1%
减持
O
REALTY INCOME CORP
-$29.4K
6,597
-0%
增持
EVSD
MORGAN STANLEY ETF TRUST
+$28.9K
9,619
+6%
增持
QXO
QXO INC
+$28.5K
84,636
+1%
增持
HON
HONEYWELL INTL INC
-$28.4K
2,012
+1%
减持
SHOP
SHOPIFY INC
+$28.3K
9,359
-6%
增持
ROK
ROCKWELL AUTOMATION INC
+$28.2K
697
+0%
建仓
IBRX
IMMUNITYBIO INC
+$27.6K
13,928
增持
CSCO
CISCO SYS INC
+$27.1K
3,088
+0%
增持
—
LINDE PLC
-$23.6K
498
+0%
减持
MMM
3M CO
+$18.8K
10,514
-2%
减持
MGK
VANGUARD WORLD FD
+$17.3K
6,281
-2%
增持
IWB
ISHARES TR
+$16.2K
1,848
+0%
增持
PKG
PACKAGING CORP AMER
-$15.4K
1,415
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$15.3K
5,150
+7%
减持
VRT
VERTIV HOLDINGS CO
+$10.0K
24,518
-7%
减持
ESGU
ISHARES TR
-$9.5K
1,488
-6%
增持
ABSI
ABSCI CORPORATION
+$8.5K
18,625
+0%
增持
SBRA
SABRA HEALTH CARE REIT INC
+$7.9K
19,300
+1%
增持
VDE
VANGUARD WORLD FD
+$7.7K
22,730
+0%
增持
LMT
LOCKHEED MARTIN CORP
-$7.3K
603
+1%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$4.9K
62,324
-1%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$3.8K
27,418
+1%
增持
BINC
BLACKROCK ETF TRUST II
+$3.5K
4,825
+2%
减持
VBR
VANGUARD INDEX FDS
+$2.8K
1,259
-0%
增持
MCD
MCDONALDS CORP
+$2.3K
678
+1%
增持
COP
CONOCOPHILLIPS
-$2.2K
4,213
+0%
减持
NOBL
PROSHARES TR
+$2.0K
4,569
-1%
减持
BA
BOEING CO
+$1.4K
2,773
-0%
减持
CVCO
CAVCO INDS INC DEL
-$1.3K
794
-2%
增持
YUM
YUM BRANDS INC
-$910
2,636
+0%