Creekside Partners
PETALUMA CA · SEC CIK 0002035951
$2.76亿2026Q2 申报市值
193持仓数
34.1%前十大占比 · 第一大 5.3%
13 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INTC 新建仓+$55.81万
DLY 加仓+$48.41万
NLY 加仓+$45.36万
RAAX 新建仓+$44.21万
CWEN 新建仓+$43.51万
2026Q2 卖出最多 按季末市值估算
CLEARWAY ENERGY 清仓-$39.17万
AAPL 减仓-$32.73万
EXXON MOBIL CORP 清仓-$24.23万
GLTR 清仓-$22.97万
VTI 减仓-$22.39万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $1,463.12万 | 5.30% | 528,203 | 4,444 | 0.8% | $12.31万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,154.07万 | 4.18% | 319,422 | 3,497 | 1.1% | $12.63万 | 加仓 |
| AAPL | APPLE INC | $1,040.70万 | 3.77% | 35,966 | -1,131 | -3.0% | -$32.73万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $957.91万 | 3.47% | 134,444 | -274 | -0.2% | -$1.95万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $922.67万 | 3.34% | 318,600 | 2,476 | 0.8% | $7.17万 | 加仓 |
| VO | VANGUARD INDEX FDS | $892.69万 | 3.23% | 110,797 | 21 | 0.0% | $1,692 | 加仓 |
| VB | VANGUARD INDEX FDS | $864.35万 | 3.13% | 28,515 | 289 | 1.0% | $8.76万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $736.33万 | 2.67% | 31,119 | 68 | 0.2% | $1.61万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $711.74万 | 2.58% | 29,291 | 66 | 0.2% | $1.60万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $666.66万 | 2.41% | 180,813 | 1,052 | 0.6% | $3.88万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $569.29万 | 2.06% | 67,974 | 2,084 | 3.2% | $17.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $497.05万 | 1.80% | 13,432 | -605 | -4.3% | -$22.39万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $495.28万 | 1.79% | 168,291 | 326 | 0.2% | $9,594 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $457.01万 | 1.66% | 126,036 | 1,640 | 1.3% | $5.95万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $418.84万 | 1.52% | 70,169 | 523 | 0.8% | $3.12万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $393.62万 | 1.43% | 123,044 | 796 | 0.7% | $2.55万 | 加仓 |
| ACWV | ISHARES INC | $380.93万 | 1.38% | 31,684 | 121 | 0.4% | $1.45万 | 加仓 |
| SCZ | ISHARES TR | $352.47万 | 1.28% | 42,843 | 378 | 0.9% | $3.11万 | 加仓 |
| DSI | ISHARES TR | $348.68万 | 1.26% | 24,488 | -29 | -0.1% | -$4,129 | 减仓 |
| GLD | SPDR GOLD TR | $329.25万 | 1.19% | 8,938 | -156 | -1.7% | -$5.75万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $320.23万 | 1.16% | 33,208 | 186 | 0.6% | $1.79万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $319.68万 | 1.16% | 237,856 | 8,666 | 3.8% | $11.65万 | 加仓 |
| CAT | CATERPILLAR INC | $296.65万 | 1.07% | 2,786 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $296.04万 | 1.07% | 18,862 | 19 | 0.1% | $2,982 | 加仓 |
| MOAT | VANECK ETF TRUST | $293.65万 | 1.06% | 28,247 | 145 | 0.5% | $1.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $272.89万 | 0.99% | 13,638 | 62 | 0.5% | $1.24万 | 加仓 |
| SMOT | VANECK ETF TRUST | $264.77万 | 0.96% | 68,133 | 972 | 1.4% | $3.78万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $257.21万 | 0.93% | 7,033 | -2 | -0.0% | -$731 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $254.90万 | 0.92% | 19,129 | 110 | 0.6% | $1.47万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $227.48万 | 0.82% | 10,691 | 15 | 0.1% | $3,192 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $220.99万 | 0.80% | 13,984 | 286 | 2.1% | $4.52万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $219.09万 | 0.79% | 57,717 | 208 | 0.4% | $7,896 | 加仓 |
| VXUS | VANGUARD STAR FDS | $214.47万 | 0.78% | 25,088 | 114 | 0.5% | $9,746 | 加仓 |
| MSFT | MICROSOFT CORP | $213.18万 | 0.77% | 5,715 | 28 | 0.5% | $1.04万 | 加仓 |
| AMZN | AMAZON COM INC | $210.36万 | 0.76% | 8,826 | -151 | -1.7% | -$3.60万 | 减仓 |
| GOOGL | ALPHABET INC | $202.47万 | 0.73% | 5,666 | 1 | 0.0% | $357 | 加仓 |
| TSLA | TESLA INC | $196.92万 | 0.71% | 4,682 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $187.01万 | 0.68% | 7,363 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $183.60万 | 0.66% | 13,441 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $178.76万 | 0.65% | 15,219 | -225 | -1.5% | -$2.64万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $174.59万 | 0.63% | 33,091 | 16 | 0.0% | $844 | 加仓 |
| VOO | VANGUARD INDEX FDS | $164.88万 | 0.60% | 2,401 | 217 | 9.9% | $14.90万 | 加仓 |
| ANGL | VANECK ETF TRUST | $163.54万 | 0.59% | 55,931 | 3,064 | 5.8% | $8.96万 | 加仓 |
| USMV | ISHARES TR | $160.92万 | 0.58% | 16,683 | 11 | 0.1% | $1,061 | 加仓 |
| IJH | ISHARES TR | $159.33万 | 0.58% | 20,662 | 29 | 0.1% | $2,236 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $151.76万 | 0.55% | 43,596 | -2,102 | -4.6% | -$7.32万 | 减仓 |
| CVX | CHEVRON CORPORATION | $146.08万 | 0.53% | 8,813 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $145.50万 | 0.53% | 65,070 | 20,286 | 45.3% | $45.36万 | 加仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $142.92万 | 0.52% | 101,576 | 34,408 | 51.2% | $48.41万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $140.26万 | 0.51% | 14,283 | 472 | 3.4% | $4.64万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $136.47万 | 0.49% | 18,590 | -68 | -0.4% | -$4,992 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $132.04万 | 0.48% | 27,264 | 60 | 0.2% | $2,906 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $130.71万 | 0.47% | 28,828 | 0 | 0.0% | — | 不变 |
| ISCG | ISHARES TR | $129.81万 | 0.47% | 19,807 | 23 | 0.1% | $1,507 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $122.12万 | 0.44% | 15,453 | 684 | 4.6% | $5.41万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $117.26万 | 0.42% | 5,381 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $116.97万 | 0.42% | 29,479 | 116 | 0.4% | $4,603 | 加仓 |
| AVGO | BROADCOM INC | $116.79万 | 0.42% | 3,092 | 247 | 8.7% | $9.33万 | 加仓 |
| IDV | ISHARES TR | $113.34万 | 0.41% | 27,358 | 141 | 0.5% | $5,842 | 加仓 |
| GOOG | ALPHABET INC | $111.57万 | 0.40% | 3,158 | 1 | 0.0% | $353 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $110.47万 | 0.40% | 957 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $107.87万 | 0.39% | 23,380 | 4 | 0.0% | $185 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $105.88万 | 0.38% | 22,004 | -513 | -2.3% | -$2.47万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $103.80万 | 0.38% | 3,171 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $102.73万 | 0.37% | 1,395 | 310 | 28.6% | $22.83万 | 加仓 |
| AOR | ISHARES TR | $100.78万 | 0.36% | 14,501 | 5,127 | 54.7% | $35.63万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $96.00万 | 0.35% | 3,414 | 4 | 0.1% | $1,125 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $93.21万 | 0.34% | 29,395 | 685 | 2.4% | $2.17万 | 加仓 |
| MGV | VANGUARD WORLD FD | $88.52万 | 0.32% | 5,416 | -128 | -2.3% | -$2.09万 | 减仓 |
| IJR | ISHARES TR | $87.85万 | 0.32% | 5,923 | 3 | 0.1% | $445 | 加仓 |
| VXF | VANGUARD INDEX FDS | $84.16万 | 0.30% | 3,418 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $83.77万 | 0.30% | 8,192 | 15 | 0.2% | $1,534 | 加仓 |
| VOE | VANGUARD INDEX FDS | $79.68万 | 0.29% | 4,032 | 5 | 0.1% | $988 | 加仓 |
| WFC | WELLS FARGO & CO | $78.81万 | 0.29% | 9,537 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $77.56万 | 0.28% | 3,538 | 4 | 0.1% | $877 | 加仓 |
| IFRA | ISHARES TR | $76.60万 | 0.28% | 12,151 | 6 | 0.0% | $378 | 加仓 |
| BIL | SPDR SERIES TRUST | $76.19万 | 0.28% | 8,314 | 98 | 1.2% | $8,981 | 加仓 |
| VPU | VANGUARD WORLD FD | $74.01万 | 0.27% | 3,781 | 2 | 0.1% | $392 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.94万 | 0.27% | 990 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $72.17万 | 0.26% | 16,391 | 65 | 0.4% | $2,862 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $71.96万 | 0.26% | 3,777 | 159 | 4.4% | $3.03万 | 加仓 |
| ONEY | SPDR SERIES TRUST | $71.57万 | 0.26% | 5,587 | 41 | 0.7% | $5,252 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $70.03万 | 0.25% | 39,169 | 21 | 0.1% | $375 | 加仓 |
| POWR | ISHARES INC | $69.90万 | 0.25% | 25,000 | 0 | 0.0% | — | 不变 |
| PRK | PARK NATL CORP | $68.44万 | 0.25% | 3,740 | -80 | -2.1% | -$1.46万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $67.47万 | 0.24% | 40,402 | 14,051 | 53.3% | $23.47万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $67.27万 | 0.24% | 10,004 | 114 | 1.2% | $7,665 | 加仓 |
| IBB | ISHARES TR | $67.08万 | 0.24% | 3,527 | -90 | -2.5% | -$1.71万 | 减仓 |
| — | PIMCO HIGH INCOME FD | $66.18万 | 0.24% | 142,025 | 10,940 | 8.3% | $5.10万 | 加仓 |
| MCD | MCDONALDS CORP | $64.18万 | 0.23% | 2,374 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $63.31万 | 0.23% | 998 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $62.39万 | 0.23% | 887 | 1 | 0.1% | $703 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $62.39万 | 0.23% | 72,890 | 10,228 | 16.3% | $8.76万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $61.45万 | 0.22% | 8,947 | 21 | 0.2% | $1,442 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $60.94万 | 0.22% | 7,114 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $60.81万 | 0.22% | 2,749 | 4 | 0.1% | $885 | 加仓 |
| EFA | ISHARES TR | $59.81万 | 0.22% | 5,757 | 55 | 1.0% | $5,714 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $58.74万 | 0.21% | 15,980 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $58.48万 | 0.21% | 1,962 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $58.20万 | 0.21% | 1,946 | -29 | -1.5% | -$8,673 | 减仓 |