13F 机构持仓

Creekside Partners

PETALUMA CA · SEC CIK 0002035951

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.76亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHF 5.3%
AAPL 3.9%
SCHA 3.8%
VEA 3.6%
VO 3.3%
SCHB 3.3%
VB 3.0%
VIG 2.7%
VBR 2.6%
SCHM 2.3%

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 $00.00%0 —— — 申报中断
JEF JEFFERIES FINL GROUP INC $00.00%0 -3,910-100.0% -$24.23万 清仓
V VISA INC $00.00%0 -684-100.0% -$23.99万 清仓
— INVESCO MUNI INCOME OPP TRST $9.14万0.04%14,892 00.0% — 不变
BCX BLACKROCK RES & COMMODITIES $17.93万0.07%14,882 2411.6% $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 00.0% — 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 00.0% — 不变
L LOEWS CORP $21.13万0.09%1,980 00.0% — 不变
STT STATE STR CORP $21.31万0.09%1,684 00.0% — 不变
QCOM QUALCOMM INC $21.37万0.09%1,659 80.5% $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 00.0% — 不变
SPHQ INVESCO EXCHANGE TRADED FD T $22.25万0.09%2,960 00.0% — 不变
BNY BANK NEW YORK MELLON CORP $22.37万0.09%1,886 00.0% — 不变
BCAL CALIFORNIA BANCORP $22.75万0.09%12,839 00.0% — 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 00.0% — 不变
EEM ISHARES TR $23.87万0.10%4,204 00.0% — 不变
DJD INVESCO EXCHANGE TRADED FD T $23.90万0.10%4,000 00.0% — 不变
GE GE AEROSPACE $24.17万0.10%852 00.0% — 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 20.1% $241 加仓
SUSA ISHARES TR $24.74万0.10%1,873 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $25.21万0.10%3,046 220.7% $1,821 加仓
TGT TARGET CORP $25.37万0.10%2,093 00.0% — 不变
PAVE GLOBAL X FDS $25.48万0.10%5,015 00.0% — 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 00.0% — 不变
PEY INVESCO EXCHANGE TRADED FD T $26.65万0.11%12,443 110.1% $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 00.0% — 不变
QUAL ISHARES TR $28.26万0.12%1,473 00.0% — 不变
— NUVEEN AMT-FREE MUN VALUE FD $28.66万0.12%20,000 00.0% — 不变
IJK ISHARES TR $29.49万0.12%2,931 00.0% — 不变
DGT SPDR SERIES TRUST $29.87万0.12%1,762 00.0% — 不变
DWX SPDR INDEX SHS FDS $30.47万0.13%6,682 70.1% $319 加仓
TIP ISHARES TR $30.92万0.13%2,802 00.0% — 不变
FNDX SCHWAB STRATEGIC TR $31.20万0.13%11,202 00.0% — 不变
SLYV SPDR SERIES TRUST $31.63万0.13%3,344 10.0% $95 加仓
AON AON PLC $31.70万0.13%982 00.0% — 不变
EUSA ISHARES INC $32.21万0.13%3,165 86037.3% $8.75万 加仓
MU MICRON TECHNOLOGY INC $32.33万0.13%957 00.0% — 不变
PGX INVESCO EXCH TRADED FD TR II $32.48万0.13%29,850 00.0% — 不变
CGDV CAPITAL GROUP DIVIDEND VALUE $33.16万0.14%7,794 00.0% — 不变
IHI ISHARES TR $33.93万0.14%6,360 00.0% — 不变
PSA PUBLIC STORAGE OPER CO $34.13万0.14%1,260 00.0% — 不变
MDT MEDTRONIC PLC $34.15万0.14%3,941 00.0% — 不变
VGT VANGUARD WORLD FD $34.92万0.14%501 10.2% $697 加仓
VV VANGUARD INDEX FDS $35.83万0.15%1,199 20.2% $598 加仓
EWC ISHARES INC $36.39万0.15%6,641 00.0% — 不变
LVHI LEGG MASON ETF INVT $37.07万0.15%9,143 00.0% — 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 00.0% — 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 20.0% $138 加仓
VFH VANGUARD WORLD FD $37.91万0.16%3,138 00.0% — 不变
TXN TEXAS INSTRS INC $38.09万0.16%1,962 00.0% — 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 00.0% — 不变
— CLEARWAY ENERGY INC $39.17万0.16%10,000 00.0% — 不变
USB US BANCORP $39.60万0.16%7,614 00.0% — 不变
PH PARKER-HANNIFIN CORP $40.49万0.17%452 00.0% — 不变
VTIP VANGUARD MALVERN FDS $40.72万0.17%8,152 00.0% — 不变
META META PLATFORMS INC $40.74万0.17%712 00.0% — 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 00.0% — 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 00.0% — 不变
SBUX STARBUCKS CORP $42.70万0.18%4,766 70.1% $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 13,16499.8% $22.52万 加仓
SDY SPDR SERIES TRUST $45.62万0.19%3,126 100.3% $1,459 加仓
MDYG SPDR SERIES TRUST $46.68万0.19%4,865 50.1% $480 加仓
XLK SELECT SECTOR SPDR TR $48.08万0.20%3,618 50.1% $664 加仓
SPLV INVESCO EXCH TRADED FD TR II $48.58万0.20%6,642 00.0% — 不变
ROBO EXCHANGE TRADED CONCEPTS TRU $48.68万0.20%7,114 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $51.37万0.21%1,072 00.0% — 不变
IWN ISHARES TR $52.04万0.21%2,745 30.1% $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 40.2% $1,090 加仓
FNDC SCHWAB STRATEGIC TR $53.97万0.22%11,641 00.0% — 不变
PG PROCTER & GAMBLE CO $54.42万0.22%3,768 00.0% — 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 00.0% — 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 00.0% — 不变
EWW ISHARES INC $56.93万0.23%7,568 1,10917.2% $8.34万 加仓
EFAV ISHARES TR $57.52万0.24%6,295 00.0% — 不变
— VANECK ETF TRUST $57.87万0.24%16,944 2,40916.6% $8.23万 加仓
NEE NEXTERA ENERGY INC $60.28万0.25%6,490 00.0% — 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 00.0% — 不变
— PIMCO HIGH INCOME FD $60.69万0.25%131,085 40,24144.3% $18.63万 加仓