13F 机构持仓

Creekside Partners

PETALUMA CA · SEC CIK 0002035951

2026Q22026Q1 更早 9 个季度 🔒
$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
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%
SCHA 4.2%
AAPL 3.8%
VEA 3.5%
SCHB 3.3%
VO 3.2%
VB 3.1%
VIG 2.7%
VBR 2.6%
SCHM 2.4%

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
EWW ISHARES INC $57.04万0.21%7,578 100.1% $753 加仓
NEE NEXTERA ENERGY INC $56.96万0.21%6,490 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $56.69万0.21%11,674 330.3% $1,603 加仓
— VANECK ETF TRUST $56.34万0.20%16,944 00.0% — 不变
EFAV ISHARES TR $56.10万0.20%6,396 1011.6% $8,859 加仓
INTC INTEL CORP $55.81万0.20%3,997 3,997— $55.81万 新建仓
PG PROCTER & GAMBLE CO $55.25万0.20%3,768 00.0% — 不变
MDYG SPDR SERIES TRUST $54.59万0.20%4,870 50.1% $560 加仓
XLE SELECT SECTOR SPDR TR $54.50万0.20%10,262 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $53.64万0.19%1,072 00.0% — 不变
SDY SPDR SERIES TRUST $50.41万0.18%3,313 1876.0% $2.85万 加仓
SBUX STARBUCKS CORP $49.78万0.18%4,871 1052.2% $1.07万 加仓
VUG VANGUARD INDEX FDS $49.61万0.18%5,759 -67-1.2% -$5,772 减仓
ABBV ABBVIE INC $48.57万0.18%1,930 00.0% — 不变
SPLV INVESCO EXCH TRADED FD TR II $47.79万0.17%6,380 -262-3.9% -$1.96万 减仓
VGT VANGUARD WORLD FD $46.72万0.17%3,909 -99-2.5% -$1.18万 减仓
USB US BANCORP $45.99万0.17%7,614 00.0% — 不变
HD HOME DEPOT INC $45.74万0.17%1,297 00.0% — 不变
VOT VANGUARD INDEX FDS $45.71万0.17%1,492 00.0% — 不变
— AMPLIFY ETF TR $44.79万0.16%5,556 -89-1.6% -$7,174 减仓
PH PARKER-HANNIFIN CORP $44.25万0.16%452 00.0% — 不变
RAAX VANECK ETF TRUST $44.21万0.16%11,144 11,144— $44.21万 新建仓
LIN LINDE PLC $43.64万0.16%841 00.0% — 不变
CWEN CLEARWAY ENERGY INC $43.51万0.16%12,729 12,729— $43.51万 新建仓
OR OR ROYALTIES INC. $43.33万0.16%13,700 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $43.19万0.16%11,347 -303-2.6% -$1.15万 减仓
ICVT ISHARES TR $43.00万0.16%3,532 -155-4.2% -$1.89万 减仓
SMDV PROSHARES TR $42.34万0.15%5,497 20.0% $154 加仓
VFH VANGUARD WORLD FD $41.30万0.15%3,138 00.0% — 不变
VV VANGUARD INDEX FDS $41.27万0.15%1,200 10.1% $344 加仓
VTIP VANGUARD MALVERN FDS $40.95万0.15%8,152 00.0% — 不变
ORCL ORACLE CORP $40.84万0.15%2,787 00.0% — 不变
PSA PUBLIC STORAGE $40.11万0.15%1,260 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $38.95万0.14%17,500 00.0% — 不变
CGDV CAPITAL GROUP DIVIDEND VALUE $38.41万0.14%7,794 00.0% — 不变
EWC ISHARES INC $38.28万0.14%6,641 00.0% — 不变
ALLW SSGA ACTIVE TR $38.16万0.14%13,037 13,037— $38.16万 新建仓
META META PLATFORMS INC $37.85万0.14%672 -40-5.6% -$2.25万 减仓
PEP PEPSICO INC $37.34万0.14%2,757 50.2% $677 加仓
LVHI LEGG MASON ETF INVT $37.11万0.13%9,143 00.0% — 不变
SLYV SPDR SERIES TRUST $36.50万0.13%3,346 20.1% $218 加仓
EUSA ISHARES INC $36.14万0.13%3,165 00.0% — 不变
WSM WILLIAMS SONOMA INC $35.94万0.13%1,542 00.0% — 不变
GCC WISDOMTREE TR $35.41万0.13%15,634 00.0% — 不变
OKTA OKTA INC $35.23万0.13%2,582 -86-3.2% -$1.17万 减仓
FNDX SCHWAB STRATEGIC TR $34.84万0.13%11,202 00.0% — 不变
IJK ISHARES TR $34.44万0.12%2,931 00.0% — 不变
AON AON PLC $32.57万0.12%982 00.0% — 不变
DGT SPDR SERIES TRUST $32.56万0.12%1,762 00.0% — 不变
PGX INVESCO EXCH TRADED FD TR II $32.36万0.12%29,850 00.0% — 不变
QUAL ISHARES TR $32.33万0.12%1,473 00.0% — 不变
GE GE AEROSPACE $31.83万0.12%852 00.0% — 不变
IHI ISHARES TR $31.42万0.11%6,360 00.0% — 不变
NSC NORFOLK SOUTHN CORP $30.92万0.11%983 00.0% — 不变
MDT MEDTRONIC PLC $30.83万0.11%3,941 00.0% — 不变
DWX SPDR INDEX SHS FDS $30.80万0.11%6,703 210.3% $965 加仓
QCOM QUALCOMM INC $30.66万0.11%1,659 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $30.53万0.11%326 326— $30.53万 新建仓
TIP ISHARES TR $29.74万0.11%2,718 -84-3.0% -$9,193 减仓
PAVE GLOBAL X FDS $29.55万0.11%5,015 00.0% — 不变
SUSA ISHARES TR $28.90万0.10%1,873 00.0% — 不变
PEY INVESCO EXCHANGE TRADED FD T $28.84万0.10%12,443 00.0% — 不变
— NUVEEN AMT-FREE MUN VALUE FD $28.76万0.10%20,000 00.0% — 不变
EEM ISHARES TR $28.76万0.10%4,204 00.0% — 不变
STT STATE STR CORP $28.56万0.10%1,684 00.0% — 不变
KO COCA COLA CO $28.06万0.10%3,453 00.0% — 不变
DSL DOUBLELINE INCOME SOLUTIONS $27.45万0.10%24,815 4,51222.2% $4.99万 加仓
TGT TARGET CORP $27.34万0.10%2,093 00.0% — 不变
BNY BANK OF NY MELLON CORP $27.27万0.10%1,886 00.0% — 不变
EMB ISHARES TR $27.08万0.10%2,808 -158-5.3% -$1.52万 减仓
CLOI VANECK ETF TRUST $26.78万0.10%5,057 00.0% — 不变
BCAL CALIFORNIA BANCORP $26.76万0.10%12,839 00.0% — 不变
SPHQ INVESCO EXCHANGE TRADED FD T $26.67万0.10%2,960 00.0% — 不变
MRK MERCK & CO INC $26.07万0.09%2,029 10.0% $129 加仓
VCIT VANGUARD SCOTTSDALE FDS $25.48万0.09%3,083 371.2% $3,058 加仓
DJD INVESCO EXCHANGE TRADED FD T $25.35万0.09%4,000 00.0% — 不变
GEV GE VERNOVA INC $24.67万0.09%210 210— $24.67万 新建仓
EEMV ISHARES INC $22.50万0.08%2,989 2,989— $22.50万 新建仓
L LOEWS CORP $22.42万0.08%1,980 00.0% — 不变
CRBN ISHARES TR $22.39万0.08%885 -30-3.3% -$7,588 减仓
PFXF VANECK ETF TRUST $21.85万0.08%12,249 00.0% — 不变
UNP UNION PAC CORP $21.76万0.08%800 800— $21.76万 新建仓
IEMG ISHARES INC $21.25万0.08%2,566 2,566— $21.25万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $21.06万0.08%441 441— $21.06万 新建仓
BAC BANK OF AMER CORP $20.63万0.07%3,621 -1,026-22.1% -$5.85万 重新持有
ABT ABBOTT LABORATORIES $20.57万0.07%2,267 00.0% — 不变
PWR QUANTA SVCS INC $20.31万0.07%282 282— $20.31万 新建仓
P EVERPURE INC $20.25万0.07%2,570 2,570— $20.25万 新建仓
SCHH SCHWAB STRATEGIC TR $20.24万0.07%8,547 8,547— $20.24万 新建仓
RTX RTX CORPORATION $20.07万0.07%1,058 00.0% — 不变
BTZ BLACKROCK CR ALLOCATION $19.78万0.07%19,357 460.2% $470 加仓
BCX BLACKROCK RES & COMMODITIES $17.13万0.06%15,146 2641.8% $2,986 加仓
— INVESCO MUNI INCOME OPP TRST $9.25万0.03%14,892 00.0% — 不变
— CLEARWAY ENERGY INC $00.00%0 -10,000-100.0% -$39.17万 清仓
— EXXON MOBIL CORP $00.00%0 -1,428-100.0% -$24.23万 清仓
GLTR ABRDN PRECIOUS METALS BASKET $00.00%0 -1,050-100.0% -$22.97万 清仓
INTU INTUIT $00.00%0 -503-100.0% -$21.75万 清仓