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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $1,296.30万 | 5.34% | 523,759 | -24,251 | -4.4% | -$60.02万 | 减仓 |
| AAPL | APPLE INC | $941.48万 | 3.88% | 37,097 | -722 | -1.9% | -$18.32万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $918.71万 | 3.78% | 315,925 | -3,759 | -1.2% | -$10.93万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $863.27万 | 3.55% | 134,718 | 16,950 | 14.4% | $108.62万 | 加仓 |
| VO | VANGUARD INDEX FDS | $795.32万 | 3.27% | 27,694 | 740 | 2.7% | $21.25万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $793.47万 | 3.27% | 316,124 | 5,810 | 1.9% | $14.58万 | 加仓 |
| VB | VANGUARD INDEX FDS | $739.30万 | 3.04% | 28,226 | 319 | 1.1% | $8.36万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $667.79万 | 2.75% | 31,051 | -1,186 | -3.7% | -$25.51万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $634.92万 | 2.61% | 29,225 | 707 | 2.5% | $15.36万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $556.54万 | 2.29% | 179,761 | 4,173 | 2.4% | $12.92万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $494.84万 | 2.04% | 65,890 | 4,100 | 6.6% | $30.79万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $450.31万 | 1.85% | 14,037 | 4,089 | 41.1% | $131.18万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $430.66万 | 1.77% | 167,965 | -2,406 | -1.4% | -$6.17万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $409.88万 | 1.69% | 124,396 | 159 | 0.1% | $5,239 | 加仓 |
| GLD | SPDR GOLD TR | $391.30万 | 1.61% | 9,094 | 648 | 7.7% | $27.88万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $390.34万 | 1.61% | 122,248 | 5,789 | 5.0% | $18.48万 | 加仓 |
| ACWV | ISHARES INC | $377.21万 | 1.55% | 31,563 | -490 | -1.5% | -$5.86万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $376.44万 | 1.55% | 69,646 | 6,457 | 10.2% | $34.90万 | 加仓 |
| SCZ | ISHARES TR | $332.97万 | 1.37% | 42,465 | -1,079 | -2.5% | -$8.46万 | 减仓 |
| DSI | ISHARES TR | $297.12万 | 1.22% | 24,517 | -181 | -0.7% | -$2.19万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $292.90万 | 1.21% | 33,022 | -558 | -1.7% | -$4.95万 | 减仓 |
| MOAT | VANECK ETF TRUST | $271.74万 | 1.12% | 28,102 | 577 | 2.1% | $5.58万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $260.63万 | 1.07% | 18,843 | 2,073 | 12.4% | $28.67万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $246.15万 | 1.01% | 229,190 | 11,371 | 5.2% | $12.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $236.76万 | 0.97% | 13,576 | -1,219 | -8.2% | -$21.26万 | 减仓 |
| SMOT | VANECK ETF TRUST | $236.34万 | 0.97% | 67,161 | 2,558 | 4.0% | $9.00万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $212.64万 | 0.88% | 7,035 | -275 | -3.8% | -$8.31万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $210.70万 | 0.87% | 19,019 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $210.50万 | 0.87% | 5,687 | -118 | -2.0% | -$4.37万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $204.90万 | 0.84% | 10,676 | 268 | 2.6% | $5.14万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $202.86万 | 0.84% | 13,698 | 5 | 0.0% | $740 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $197.89万 | 0.81% | 57,509 | 5,293 | 10.1% | $18.21万 | 加仓 |
| CAT | CATERPILLAR INC | $197.37万 | 0.81% | 2,786 | 1 | 0.0% | $708 | 加仓 |
| VXUS | VANGUARD STAR FDS | $192.57万 | 0.79% | 24,974 | 3,271 | 15.1% | $25.22万 | 加仓 |
| AMZN | AMAZON COM INC | $186.96万 | 0.77% | 8,977 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $182.34万 | 0.75% | 8,813 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $179.99万 | 0.74% | 7,363 | -852 | -10.4% | -$20.83万 | 减仓 |
| TSLA | TESLA INC | $174.05万 | 0.72% | 4,682 | 2,000 | 74.6% | $74.35万 | 加仓 |
| GOOGL | ALPHABET INC | $162.91万 | 0.67% | 5,665 | 26 | 0.5% | $7,477 | 加仓 |
| IOO | ISHARES TR | $162.60万 | 0.67% | 13,441 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $161.84万 | 0.67% | 33,075 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $154.62万 | 0.64% | 16,672 | 13 | 0.1% | $1,206 | 加仓 |
| ANGL | VANECK ETF TRUST | $151.83万 | 0.63% | 52,867 | 6,280 | 13.5% | $18.04万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $139.38万 | 0.57% | 45,698 | -312 | -0.7% | -$9,516 | 减仓 |
| IJH | ISHARES TR | $139.33万 | 0.57% | 20,633 | 28 | 0.1% | $1,891 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $137.40万 | 0.57% | 18,658 | 40 | 0.2% | $2,946 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $132.29万 | 0.54% | 28,828 | 2,787 | 10.7% | $12.79万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $130.72万 | 0.54% | 27,204 | -73 | -0.3% | -$3,508 | 减仓 |
| VOO | VANGUARD INDEX FDS | $130.50万 | 0.54% | 2,184 | -37 | -1.7% | -$2.21万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $130.16万 | 0.54% | 13,811 | 325 | 2.4% | $3.06万 | 加仓 |
| CSCO | CISCO SYS INC | $119.83万 | 0.49% | 15,444 | -750 | -4.6% | -$5.82万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $117.07万 | 0.48% | 14,769 | 31 | 0.2% | $2,457 | 加仓 |
| IDV | ISHARES TR | $115.84万 | 0.48% | 27,217 | 4,740 | 21.1% | $20.17万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $112.34万 | 0.46% | 29,363 | 0 | 0.0% | — | 不变 |
| ISCG | ISHARES TR | $108.42万 | 0.45% | 19,784 | -498 | -2.5% | -$2.73万 | 减仓 |
| EWU | ISHARES TR | $106.50万 | 0.44% | 23,376 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $105.58万 | 0.43% | 5,381 | -227 | -4.0% | -$4.45万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $105.24万 | 0.43% | 22,517 | -136 | -0.6% | -$6,357 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $94.72万 | 0.39% | 44,784 | 44,784 | — | $94.72万 | 新建仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $93.50万 | 0.38% | 67,168 | -2,796 | -4.0% | -$3.89万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $93.28万 | 0.38% | 3,171 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $90.57万 | 0.37% | 3,157 | -30 | -0.9% | -$8,607 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $88.08万 | 0.36% | 28,710 | 6,877 | 31.5% | $21.10万 | 加仓 |
| AVGO | BROADCOM INC | $88.05万 | 0.36% | 2,845 | -102 | -3.5% | -$3.16万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $82.65万 | 0.34% | 3,410 | 5 | 0.1% | $1,212 | 加仓 |
| MGV | VANGUARD WORLD FD | $80.36万 | 0.33% | 5,544 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $77.32万 | 0.32% | 8,177 | 9 | 0.1% | $851 | 加仓 |
| WFC | WELLS FARGO & CO | $75.92万 | 0.31% | 9,537 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $75.29万 | 0.31% | 8,216 | 218 | 2.7% | $2.00万 | 加仓 |
| VPU | VANGUARD WORLD FD | $74.88万 | 0.31% | 3,779 | 2 | 0.1% | $396 | 加仓 |
| VOE | VANGUARD INDEX FDS | $74.21万 | 0.31% | 4,027 | 6 | 0.1% | $1,106 | 加仓 |
| MCD | MCDONALDS CORP | $73.79万 | 0.30% | 2,374 | -129 | -5.2% | -$4.01万 | 减仓 |
| IJR | ISHARES TR | $73.59万 | 0.30% | 5,920 | 1 | 0.0% | $124 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $72.03万 | 0.30% | 3,534 | -91 | -2.5% | -$1.85万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $70.35万 | 0.29% | 3,418 | 11 | 0.3% | $2,264 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $69.49万 | 0.29% | 39,148 | -371 | -0.9% | -$6,585 | 减仓 |
| IFRA | ISHARES TR | $69.47万 | 0.29% | 12,145 | 11 | 0.1% | $629 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $66.66万 | 0.27% | 16,326 | -625 | -3.7% | -$2.55万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $66.58万 | 0.27% | 5,546 | -206 | -3.6% | -$2.47万 | 减仓 |
| POWR | ISHARES INC | $65.58万 | 0.27% | 25,000 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $64.97万 | 0.27% | 9,890 | 83 | 0.8% | $5,452 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $64.36万 | 0.26% | 990 | 20 | 2.1% | $1.30万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $62.87万 | 0.26% | 10,262 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $62.62万 | 0.26% | 1,085 | -23 | -2.1% | -$1.33万 | 减仓 |
| PRK | PARK NATL CORP | $62.44万 | 0.26% | 3,820 | -80 | -2.1% | -$1.31万 | 减仓 |
| IBB | ISHARES TR | $61.07万 | 0.25% | 3,617 | 1 | 0.0% | $169 | 加仓 |
| — | PIMCO HIGH INCOME FD | $60.69万 | 0.25% | 131,085 | 40,241 | 44.3% | $18.63万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $60.47万 | 0.25% | 15,980 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $60.32万 | 0.25% | 9,374 | 9,374 | — | $60.32万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $60.28万 | 0.25% | 6,490 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $57.87万 | 0.24% | 16,944 | 2,409 | 16.6% | $8.23万 | 加仓 |
| EFAV | ISHARES TR | $57.52万 | 0.24% | 6,295 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES INC | $56.93万 | 0.23% | 7,568 | 1,109 | 17.2% | $8.34万 | 加仓 |
| DE | DEERE & CO | $56.22万 | 0.23% | 998 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $55.41万 | 0.23% | 8,926 | -145 | -1.6% | -$9,001 | 减仓 |
| EFA | ISHARES TR | $55.38万 | 0.23% | 5,702 | 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 |
| PG | PROCTER & GAMBLE CO | $54.42万 | 0.22% | 3,768 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $53.97万 | 0.22% | 11,641 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $53.80万 | 0.22% | 1,975 | 4 | 0.2% | $1,090 | 加仓 |