Creekside Partners
- SEC CIK
- 0002035951
- 最新申報
- 2026/7/30
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/30 申報。只含多頭部位。
- 持股檔數
- 162
- 2024 年第 1 季沒有申報
- 總值
- $1.81 億
- 2024 年第 1 季沒有申報
Creekside Partners 沒有申報 2024 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab International Equity ETF808524805 | ETF | 244,087 | $937.8 萬 | 5.2% | – | – | – |
| AAPLApple Inc. | Stock | 39,074 | $823.0 萬 | 4.6% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 148,146 | $703.0 萬 | 3.9% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 26,143 | $632.9 萬 | 3.5% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 33,520 | $611.9 萬 | 3.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 27,010 | $588.9 萬 | 3.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 109,034 | $538.8 萬 | 3.0% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 82,549 | $519.0 萬 | 2.9% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 28,387 | $518.1 萬 | 2.9% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 69,252 | $444.9 萬 | 2.5% | – | – | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 32,679 | $342.0 萬 | 1.9% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 37,071 | $288.5 萬 | 1.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,441 | $287.9 萬 | 1.6% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 26,851 | $278.8 萬 | 1.5% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 33,106 | $277.3 萬 | 1.5% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 103,199 | $274.1 萬 | 1.5% | – | – | – |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 117,976 | $263.5 萬 | 1.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 60,011 | $262.6 萬 | 1.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,734 | $260.4 萬 | 1.4% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 42,036 | $259.1 萬 | 1.4% | – | – | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 26,548 | $229.9 萬 | 1.3% | – | – | – |
| GLDSPDR Gold Trust | ETF | 10,118 | $217.5 萬 | 1.2% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 34,696 | $203.5 萬 | 1.1% | – | – | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 20,941 | $202.2 萬 | 1.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 16,047 | $198.2 萬 | 1.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 7,762 | $194.2 萬 | 1.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 9,585 | $185.2 萬 | 1.0% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 11,273 | $185.2 萬 | 1.0% | – | – | – |
| DLYDoubleLine Yield Opportunities Fund | COM | 112,596 | $177.7 萬 | 1.0% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 14,015 | $157.9 萬 | 0.9% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,767 | $151.4 萬 | 0.8% | – | – | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 46,865 | $149.8 萬 | 0.8% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 17,288 | $145.1 萬 | 0.8% | – | – | – |
| CHICalamos Convertible Opportunities & Income Fund | SH BEN INT | 123,991 | $144.3 萬 | 0.8% | – | – | 歷史 |
| CVXChevron Corp | Stock | 8,894 | $139.1 萬 | 0.8% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 34,908 | $122.3 萬 | 0.7% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 25,005 | $121.7 萬 | 0.7% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 20,661 | $120.9 萬 | 0.7% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 16,252 | $120.4 萬 | 0.7% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 19,797 | $119.4 萬 | 0.7% | – | – | – |
| JNJJohnson & Johnson | Stock | 8,120 | $118.7 萬 | 0.7% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 15,104 | $108.8 萬 | 0.6% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 9,848 | $105.2 萬 | 0.6% | – | – | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 22,409 | $101.9 萬 | 0.6% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 8,544 | $101.2 萬 | 0.6% | – | – | – |
| iShares Tr46435U713 | US INFRASTRUC | 23,818 | $100.3 萬 | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 5,462 | $99.5 萬 | 0.6% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 2,770 | $92.3 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,572 | $89.4 萬 | 0.5% | – | – | – |
| iShares Tr46435G334 | MSCI UK ETF NEW | 23,863 | $83.2 萬 | 0.5% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 10,715 | $82.8 萬 | 0.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,655 | $82.8 萬 | 0.5% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 11,789 | $80.3 萬 | 0.4% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 21,862 | $77.8 萬 | 0.4% | – | – | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 19,888 | $76.4 萬 | 0.4% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 11,808 | $74.3 萬 | 0.4% | – | – | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 8,070 | $70.8 萬 | 0.4% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 24,227 | $67.0 萬 | 0.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 3,286 | $66.5 萬 | 0.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,582 | $65.8 萬 | 0.4% | – | – | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 23,143 | $65.5 萬 | 0.4% | – | – | – |
| iShares Inc464286343 | US PWR INFRA ETF | 25,000 | $64.9 萬 | 0.4% | – | – | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 3,689 | $64.8 萬 | 0.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,074 | $64.8 萬 | 0.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 3,865 | $63.7 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,986 | $61.7 萬 | 0.3% | – | – | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 20,676 | $61.1 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 3,995 | $60.1 萬 | 0.3% | – | – | – |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 5,707 | $59.2 萬 | 0.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 3,564 | $58.8 萬 | 0.3% | – | – | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 60,588 | $58.7 萬 | 0.3% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,378 | $58.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 8,475 | $58.1 萬 | 0.3% | – | – | – |
| PRKPark National Corp | COM | 4,071 | $57.9 萬 | 0.3% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 9,537 | $56.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,336 | $56.3 萬 | 0.3% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 3,759 | $55.6 萬 | 0.3% | – | – | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 7,954 | $54.3 萬 | 0.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,127 | $54.0 萬 | 0.3% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,022 | $53.8 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,901 | $53.2 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 949 | $51.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 3,700 | $50.8 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,222 | $49.7 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,425 | $49.1 萬 | 0.3% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 6,904 | $48.9 萬 | 0.3% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,246 | $47.8 萬 | 0.3% | – | – | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 9,527 | $47.7 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 2,406 | $47.6 萬 | 0.3% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 886 | $47.4 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,013 | $47.1 萬 | 0.3% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 15,980 | $46.3 萬 | 0.3% | – | – | 歷史 |
| Amplify ETF Tr032108557 | ETHO CLI LEA ETF | 8,067 | $45.6 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 6,842 | $44.4 萬 | 0.2% | – | – | – |
| ORCLOracle Corp | Stock | 3,009 | $42.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,741 | $42.4 萬 | 0.2% | – | – | – |
| DEDeere & Co | Stock | 1,130 | $42.2 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 6,064 | $42.1 萬 | 0.2% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,854 | $42.0 萬 | 0.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 258 | $41.4 萬 | 0.2% | – | – | 歷史 |