Creekside Partners
PETALUMA CA · SEC CIK 0002035951
$2.43亿2026Q1 申报市值
183持仓数
33.8%前十大占比 · 第一大 5.3%
5 / 2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
VTI 加仓+$131.18万
VEA 加仓+$108.62万
NLY 新建仓+$94.72万
TSLA 加仓+$74.35万
AOR 新建仓+$60.32万
2026Q1 卖出最多 按季末市值估算
SCHF 减仓-$60.02万
VIG 减仓-$25.51万
JEF 清仓-$24.23万
V 清仓-$23.99万
NVDA 减仓-$21.26万
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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -3,910 | -100.0% | -$24.23万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -684 | -100.0% | -$23.99万 | 清仓 |
| — | INVESCO MUNI INCOME OPP TRST | $9.14万 | 0.04% | 14,892 | 0 | 0.0% | — | 不变 |
| BCX | BLACKROCK RES & COMMODITIES | $17.93万 | 0.07% | 14,882 | 241 | 1.6% | $2,904 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $19.50万 | 0.08% | 19,311 | -2,463 | -11.3% | -$2.49万 | 减仓 |
| CRBN | ISHARES TR | $20.38万 | 0.08% | 915 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $20.41万 | 0.08% | 1,058 | 1,058 | — | $20.41万 | 新建仓 |
| OKTA | OKTA INC | $21.00万 | 0.09% | 2,668 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $21.13万 | 0.09% | 1,980 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $21.31万 | 0.09% | 1,684 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $21.37万 | 0.09% | 1,659 | 8 | 0.5% | $1,030 | 加仓 |
| PFXF | VANECK ETF TRUST | $21.48万 | 0.09% | 12,249 | -14 | -0.1% | -$246 | 减仓 |
| INTU | INTUIT | $21.75万 | 0.09% | 503 | -228 | -31.2% | -$9.86万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $21.99万 | 0.09% | 20,303 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $22.25万 | 0.09% | 2,960 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $22.37万 | 0.09% | 1,886 | 0 | 0.0% | — | 不变 |
| BCAL | CALIFORNIA BANCORP | $22.75万 | 0.09% | 12,839 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $22.97万 | 0.09% | 1,050 | -20 | -1.9% | -$4,374 | 减仓 |
| ABT | ABBOTT LABORATORIES | $23.28万 | 0.10% | 2,267 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $23.87万 | 0.10% | 4,204 | 0 | 0.0% | — | 不变 |
| DJD | INVESCO EXCHANGE TRADED FD T | $23.90万 | 0.10% | 4,000 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $24.17万 | 0.10% | 852 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $24.23万 | 0.10% | 1,428 | -285 | -16.6% | -$4.84万 | 减仓 |
| MRK | MERCK & CO INC | $24.39万 | 0.10% | 2,028 | 2 | 0.1% | $241 | 加仓 |
| SUSA | ISHARES TR | $24.74万 | 0.10% | 1,873 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $25.21万 | 0.10% | 3,046 | 22 | 0.7% | $1,821 | 加仓 |
| TGT | TARGET CORP | $25.37万 | 0.10% | 2,093 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $25.48万 | 0.10% | 5,015 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $26.26万 | 0.11% | 3,453 | 3,453 | — | $26.26万 | 新建仓 |
| CLOI | VANECK ETF TRUST | $26.65万 | 0.11% | 5,057 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $26.65万 | 0.11% | 12,443 | 11 | 0.1% | $236 | 加仓 |
| EMB | ISHARES TR | $27.86万 | 0.11% | 2,966 | -398 | -11.8% | -$3.74万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $28.12万 | 0.12% | 1,542 | -810 | -34.4% | -$14.77万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $28.21万 | 0.12% | 983 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $28.26万 | 0.12% | 1,473 | 0 | 0.0% | — | 不变 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $28.66万 | 0.12% | 20,000 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $29.49万 | 0.12% | 2,931 | 0 | 0.0% | — | 不变 |
| DGT | SPDR SERIES TRUST | $29.87万 | 0.12% | 1,762 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $30.47万 | 0.13% | 6,682 | 7 | 0.1% | $319 | 加仓 |
| TIP | ISHARES TR | $30.92万 | 0.13% | 2,802 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $31.20万 | 0.13% | 11,202 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $31.63万 | 0.13% | 3,344 | 1 | 0.0% | $95 | 加仓 |
| AON | AON PLC | $31.70万 | 0.13% | 982 | 0 | 0.0% | — | 不变 |
| EUSA | ISHARES INC | $32.21万 | 0.13% | 3,165 | 860 | 37.3% | $8.75万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $32.33万 | 0.13% | 957 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $32.48万 | 0.13% | 29,850 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $33.16万 | 0.14% | 7,794 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $33.93万 | 0.14% | 6,360 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $34.13万 | 0.14% | 1,260 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $34.15万 | 0.14% | 3,941 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $34.92万 | 0.14% | 501 | 1 | 0.2% | $697 | 加仓 |
| VV | VANGUARD INDEX FDS | $35.83万 | 0.15% | 1,199 | 2 | 0.2% | $598 | 加仓 |
| EWC | ISHARES INC | $36.39万 | 0.15% | 6,641 | 0 | 0.0% | — | 不变 |
| LVHI | LEGG MASON ETF INVT | $37.07万 | 0.15% | 9,143 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $37.30万 | 0.15% | 5,645 | -743 | -11.6% | -$4.91万 | 减仓 |
| GCC | WISDOMTREE TR | $37.43万 | 0.15% | 15,634 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $37.53万 | 0.15% | 3,687 | 3,687 | — | $37.53万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $37.78万 | 0.16% | 11,650 | -29 | -0.2% | -$940 | 减仓 |
| SMDV | PROSHARES TR | $37.80万 | 0.16% | 5,495 | 2 | 0.0% | $138 | 加仓 |
| VFH | VANGUARD WORLD FD | $37.91万 | 0.16% | 3,138 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $38.09万 | 0.16% | 1,962 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $38.40万 | 0.16% | 1,492 | -19 | -1.3% | -$4,890 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $39.08万 | 0.16% | 17,500 | 0 | 0.0% | — | 不变 |
| — | CLEARWAY ENERGY INC | $39.17万 | 0.16% | 10,000 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $39.60万 | 0.16% | 7,614 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $40.49万 | 0.17% | 452 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $40.72万 | 0.17% | 8,152 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $40.74万 | 0.17% | 712 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $41.00万 | 0.17% | 2,787 | -222 | -7.4% | -$3.27万 | 减仓 |
| LIN | LINDE PLC | $41.69万 | 0.17% | 841 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $41.98万 | 0.17% | 1,930 | -27 | -1.4% | -$5,872 | 减仓 |
| VUG | VANGUARD INDEX FDS | $42.43万 | 0.17% | 971 | -4 | -0.4% | -$1,748 | 减仓 |
| HD | HOME DEPOT INC | $42.65万 | 0.18% | 1,297 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $42.70万 | 0.18% | 4,766 | 7 | 0.1% | $627 | 加仓 |
| PEP | PEPSICO INC | $42.74万 | 0.18% | 2,752 | -111 | -3.9% | -$1.72万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $45.09万 | 0.19% | 26,351 | 13,164 | 99.8% | $22.52万 | 加仓 |
| SDY | SPDR SERIES TRUST | $45.62万 | 0.19% | 3,126 | 10 | 0.3% | $1,459 | 加仓 |
| MDYG | SPDR SERIES TRUST | $46.68万 | 0.19% | 4,865 | 5 | 0.1% | $480 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $48.08万 | 0.20% | 3,618 | 5 | 0.1% | $664 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $48.58万 | 0.20% | 6,642 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $48.68万 | 0.20% | 7,114 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $51.37万 | 0.21% | 1,072 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $52.04万 | 0.21% | 2,745 | 3 | 0.1% | $569 | 加仓 |
| OR | OR ROYALTIES INC. | $52.09万 | 0.21% | 13,700 | -1,000 | -6.8% | -$3.80万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $53.39万 | 0.22% | 62,662 | -20,886 | -25.0% | -$17.79万 | 减仓 |
| VHT | VANGUARD WORLD FD | $53.80万 | 0.22% | 1,975 | 4 | 0.2% | $1,090 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $53.97万 | 0.22% | 11,641 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $54.42万 | 0.22% | 3,768 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $54.63万 | 0.22% | 886 | -3 | -0.3% | -$1,850 | 减仓 |
| EFA | ISHARES TR | $55.38万 | 0.23% | 5,702 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $55.41万 | 0.23% | 8,926 | -145 | -1.6% | -$9,001 | 减仓 |
| DE | DEERE & CO | $56.22万 | 0.23% | 998 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES INC | $56.93万 | 0.23% | 7,568 | 1,109 | 17.2% | $8.34万 | 加仓 |
| EFAV | ISHARES TR | $57.52万 | 0.24% | 6,295 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $57.87万 | 0.24% | 16,944 | 2,409 | 16.6% | $8.23万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $60.28万 | 0.25% | 6,490 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $60.32万 | 0.25% | 9,374 | 9,374 | — | $60.32万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $60.47万 | 0.25% | 15,980 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD | $60.69万 | 0.25% | 131,085 | 40,241 | 44.3% | $18.63万 | 加仓 |