Mission Creek Capital Partners, Inc.
SAN FRANCISCO CA · SEC CIK 0001801583
$5.22亿2026Q1 申报市值
219持仓数
31.2%前十大占比 · 第一大 6.8%
27 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VRT 新建仓+$464.45万
ANET 新建仓+$455.37万
DBMF 新建仓+$372.11万
MSFT 加仓+$365.55万
EWJ 加仓+$351.54万
2026Q1 卖出最多 按季末市值估算
GS 减仓-$481.79万
SIVR 减仓-$356.14万
NFLX 减仓-$343.23万
SLB 减仓-$300.59万
MCD 减仓-$285.77万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $110.56万 | 0.21% | 6,896 | -5,845 | -45.9% | -$93.71万 | 减仓 |
| RTX | RTX CORPORATION | $105.21万 | 0.20% | 7,752 | 1,276 | 19.7% | $17.32万 | 加仓 |
| SLB | SLB LIMITED | $102.61万 | 0.20% | 19,967 | -58,491 | -74.6% | -$300.59万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $102.28万 | 0.20% | 12,477 | 353 | 2.9% | $2.89万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $99.95万 | 0.19% | 9,171 | 23 | 0.3% | $2,507 | 加仓 |
| LGLV | SPDR SERIES TRUST | $98.85万 | 0.19% | 5,551 | -40 | -0.7% | -$7,123 | 减仓 |
| NOBL | PROSHARES TR | $98.51万 | 0.19% | 9,292 | -943 | -9.2% | -$10.00万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $95.44万 | 0.18% | 41,104 | -280 | -0.7% | -$6,502 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $94.57万 | 0.18% | 12,842 | -2,053 | -13.8% | -$15.12万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $93.03万 | 0.18% | 15,185 | 342 | 2.3% | $2.10万 | 加仓 |
| SDY | SPDR SERIES TRUST | $91.37万 | 0.17% | 6,261 | -1,047 | -14.3% | -$15.28万 | 减仓 |
| SYK | STRYKER CORPORATION | $91.05万 | 0.17% | 2,771 | -574 | -17.2% | -$18.86万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $90.99万 | 0.17% | 7,272 | -197 | -2.6% | -$2.47万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $90.35万 | 0.17% | 6,163 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $90.12万 | 0.17% | 9,373 | -35,697 | -79.2% | -$343.23万 | 减仓 |
| ITB | ISHARES TR | $85.39万 | 0.16% | 9,430 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $84.51万 | 0.16% | 9,113 | 2,320 | 34.2% | $21.52万 | 加仓 |
| GPC | GENUINE PARTS CO | $83.54万 | 0.16% | 7,900 | -12,958 | -62.1% | -$137.03万 | 减仓 |
| PEP | PEPSICO INC | $83.07万 | 0.16% | 12,520 | 1,115 | 9.8% | $7.40万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $82.28万 | 0.16% | 32,780 | -389 | -1.2% | -$9,764 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $82.21万 | 0.16% | 41,388 | 25,883 | 166.9% | $51.41万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $82.01万 | 0.16% | 4,551 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $79.39万 | 0.15% | 1,589 | 237 | 17.5% | $11.84万 | 加仓 |
| VGT | VANGUARD WORLD FD | $77.45万 | 0.15% | 1,110 | 11 | 1.0% | $7,675 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $77.28万 | 0.15% | 15,654 | 103 | 0.7% | $5,085 | 加仓 |
| IWF | ISHARES TR | $74.18万 | 0.14% | 1,740 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $74.14万 | 0.14% | 8,358 | -229 | -2.7% | -$2.03万 | 减仓 |
| MET | METLIFE INC | $72.69万 | 0.14% | 10,278 | -4,595 | -30.9% | -$32.50万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $70.97万 | 0.14% | 3,698 | 344 | 10.3% | $6.60万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $70.78万 | 0.14% | 9,247 | 258 | 2.9% | $1.97万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $68.26万 | 0.13% | 7,263 | 3,388 | 87.4% | $31.84万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $66.18万 | 0.13% | 21,571 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $65.90万 | 0.13% | 2,980 | -650 | -17.9% | -$14.37万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $65.67万 | 0.13% | 3,212 | 1,106 | 52.5% | $22.61万 | 加仓 |
| IEUR | ISHARES TR | $65.52万 | 0.13% | 9,324 | -2,424 | -20.6% | -$17.03万 | 减仓 |
| IEFA | ISHARES TR | $64.53万 | 0.12% | 7,128 | -521 | -6.8% | -$4.72万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $62.25万 | 0.12% | 22,890 | 11,764 | 105.7% | $31.99万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $59.09万 | 0.11% | 8,079 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $58.49万 | 0.11% | 8,893 | 731 | 9.0% | $4.81万 | 加仓 |
| KO | COCA COLA CO | $58.28万 | 0.11% | 7,664 | 622 | 8.8% | $4.73万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $56.23万 | 0.11% | 1,171 | 348 | 42.3% | $16.71万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $55.52万 | 0.11% | 3,844 | -4,819 | -55.6% | -$69.61万 | 减仓 |
| TBBB | BBB FOODS INC | $54.74万 | 0.10% | 15,477 | 4,369 | 39.3% | $15.45万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $54.55万 | 0.10% | 6,881 | -2,315 | -25.2% | -$18.35万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $53.41万 | 0.10% | 20,549 | 5,336 | 35.1% | $13.87万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $51.72万 | 0.10% | 11,361 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $50.17万 | 0.10% | 3,689 | 216 | 6.2% | $2.94万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $49.67万 | 0.10% | 1,908 | 123 | 6.9% | $3.20万 | 加仓 |
| ITOT | ISHARES TR | $48.65万 | 0.09% | 3,416 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $47.54万 | 0.09% | 9,895 | -1,276 | -11.4% | -$6.13万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $46.30万 | 0.09% | 2,335 | -2,901 | -55.4% | -$57.52万 | 减仓 |
| DSI | ISHARES TR | $46.03万 | 0.09% | 3,798 | -575 | -13.1% | -$6.97万 | 减仓 |
| TSLA | TESLA INC | $45.99万 | 0.09% | 1,237 | 66 | 5.6% | $2.45万 | 加仓 |
| HDV | ISHARES TR | $42.38万 | 0.08% | 3,123 | -703 | -18.4% | -$9.54万 | 减仓 |
| CBLL | CERIBELL INC | $42.37万 | 0.08% | 23,116 | 23,116 | — | $42.37万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $42.31万 | 0.08% | 1,330 | 452 | 51.5% | $14.38万 | 加仓 |
| MRK | MERCK & CO INC | $41.62万 | 0.08% | 3,460 | 3,460 | — | $41.62万 | 新建仓 |
| EEMV | ISHARES INC | $40.86万 | 0.08% | 6,312 | -770 | -10.9% | -$4.98万 | 减仓 |
| DIS | DISNEY WALT CO | $40.48万 | 0.08% | 5,850 | -1,199 | -17.0% | -$8.30万 | 减仓 |
| AX | AXOS FINANCIAL INC | $39.41万 | 0.08% | 4,631 | 0 | 0.0% | — | 不变 |
| WINA | WINMARK CORP | $38.94万 | 0.07% | 911 | 341 | 59.8% | $14.58万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $37.90万 | 0.07% | 2,763 | 715 | 34.9% | $9.81万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.79万 | 0.07% | 1,396 | -8,180 | -85.4% | -$221.42万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $37.68万 | 0.07% | 1,740 | -95 | -5.2% | -$2.06万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $37.67万 | 0.07% | 2,974 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $36.86万 | 0.07% | 3,340 | -1,129 | -25.3% | -$12.46万 | 减仓 |
| NKE | NIKE INC | $36.46万 | 0.07% | 6,902 | 418 | 6.4% | $2.21万 | 加仓 |
| FDX | FEDEX CORP | $36.02万 | 0.07% | 1,783 | 54 | 3.1% | $1.09万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $35.49万 | 0.07% | 6,273 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $34.91万 | 0.07% | 822 | 277 | 50.8% | $11.76万 | 加仓 |
| COR | CENCORA INC | $34.56万 | 0.07% | 1,100 | -58 | -5.0% | -$1.82万 | 减仓 |
| NNI | NELNET INC | $34.07万 | 0.07% | 2,642 | 881 | 50.0% | $11.36万 | 加仓 |
| ORCL | ORACLE CORP | $33.61万 | 0.06% | 2,285 | -15,704 | -87.3% | -$231.00万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $33.31万 | 0.06% | 702 | 702 | — | $33.31万 | 新建仓 |
| COP | CONOCOPHILLIPS | $32.62万 | 0.06% | 2,471 | 2,471 | — | $32.62万 | 新建仓 |
| TSEC | TOUCHSTONE ETF TRUST | $32.61万 | 0.06% | 12,645 | -4,173 | -24.8% | -$10.76万 | 减仓 |
| NDSN | NORDSON CORP | $32.46万 | 0.06% | 1,220 | -35 | -2.8% | -$9,314 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $32.17万 | 0.06% | 3,485 | -18,400 | -84.1% | -$169.85万 | 减仓 |
| DBAW | DBX ETF TR | $31.72万 | 0.06% | 7,429 | -3,181 | -30.0% | -$13.58万 | 减仓 |
| RACE | FERRARI N V | $31.54万 | 0.06% | 932 | 228 | 32.4% | $7.72万 | 加仓 |
| VIS | VANGUARD WORLD FD | $31.41万 | 0.06% | 1,006 | 257 | 34.3% | $8.02万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $29.81万 | 0.06% | 1,799 | 344 | 23.6% | $5.70万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.62万 | 0.06% | 1,377 | 27 | 2.0% | $5,808 | 加仓 |
| ESGD | ISHARES TR | $29.11万 | 0.06% | 3,044 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $29.03万 | 0.06% | 1,795 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $28.72万 | 0.05% | 23,745 | 3,433 | 16.9% | $4.15万 | 加仓 |
| VHT | VANGUARD WORLD FD | $28.54万 | 0.05% | 1,048 | 35 | 3.5% | $9,532 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $28.44万 | 0.05% | 6,278 | 899 | 16.7% | $4.07万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $28.34万 | 0.05% | 5,091 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $28.30万 | 0.05% | 4,165 | 47 | 1.1% | $3,193 | 重新持有 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $28.22万 | 0.05% | 6,464 | -3,012 | -31.8% | -$13.15万 | 减仓 |
| WPC | WP CAREY INC | $28.07万 | 0.05% | 4,131 | -1,369 | -24.9% | -$9.30万 | 减仓 |
| TEM | TEMPUS AI INC | $28.01万 | 0.05% | 6,195 | -39,410 | -86.4% | -$178.21万 | 减仓 |
| INTC | INTEL CORP | $27.93万 | 0.05% | 8,683 | 8,683 | — | $27.93万 | 新建仓 |
| DHR | DANAHER CORP DEL | $27.61万 | 0.05% | 1,456 | 153 | 11.7% | $2.90万 | 加仓 |
| CRM | SALESFORCE INC | $27.36万 | 0.05% | 1,466 | -11,343 | -88.6% | -$211.72万 | 减仓 |
| AZO | AUTOZONE INC | $27.36万 | 0.05% | 81 | 19 | 30.6% | $6.42万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $26.84万 | 0.05% | 5,374 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $26.36万 | 0.05% | 3,415 | 2 | 0.1% | $154 | 加仓 |
| HYG | ISHARES TR | $25.77万 | 0.05% | 3,239 | 1 | 0.0% | $80 | 加仓 |