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Mission Creek Capital Partners, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Mission Creek Capital Partners, Inc.
报告期 2026-03-31 · CIK 0001801583
持仓数
219
前50大市值合计
$358.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 28
增持 51
减持 51
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
GS
GOLDMAN SACHS GROUP INC
-$5.0M
7,683
-43%
建仓
VRT
VERTIV HOLDINGS CO
+$4.6M
18,535
建仓
ANET
ARISTA NETWORKS INC
+$4.6M
37,088
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SCHX
SCHWAB STRATEGIC TR
+$4.1M
243,015
+196%
建仓
DBMF
LITMAN GREGORY FDS TR
+$3.7M
123,419
增持
EWJ
ISHARES INC
+$3.5M
44,959
+1251%
建仓
PWR
QUANTA SVCS INC
+$3.5M
6,317
建仓
CEG
CONSTELLATION ENERGY CORP
+$3.4M
12,346
减持
JPM
JPMORGAN CHASE & CO
-$3.4M
43,030
-17%
减持
INTU
INTUIT
-$3.4M
3,127
-56%
建仓
ILF
ISHARES TR
+$3.4M
94,377
建仓
NEE
NEXTERA ENERGY INC
+$3.3M
36,002
减持
NFLX
NETFLIX INC.
-$3.3M
9,373
-79%
增持
—
EATON CORP PLC
+$3.3M
15,063
+127%
建仓
CTVA
CORTEVA INC
+$3.2M
38,614
减持
ORCL
ORACLE CORP
-$3.2M
2,285
-87%
减持
CRM
SALESFORCE INC
-$3.1M
1,466
-89%
增持
—
LINDE PLC
+$2.9M
6,760
+597%
减持
HD
HOME DEPOT INC
-$2.9M
18,975
-30%
清仓
ADBE
ADOBE INC
-$2.8M
0
-100%
减持
MCD
MCDONALDS CORP
-$2.8M
4,916
-65%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.8M
1,396
-85%
建仓
—
JOHNSON CONTROLS INTERNATION
+$2.7M
26,209
建仓
MRVL
MARVELL TECHNOLOGY INC
+$2.6M
26,685
减持
GLDM
WORLD GOLD TR
+$2.6M
383,975
-1%
减持
EMR
EMERSON ELEC CO
-$2.5M
1,695
-92%
增持
—
EXXON MOBIL CORP
+$2.5M
32,867
+51%
减持
TEM
TEMPUS AI INC
-$2.4M
6,195
-86%
减持
SIVR
ABRDN SILVER ETF TRUST
-$2.4M
254,683
-16%
减持
ABBV
ABBVIE INC
-$2.2M
19,953
-32%
减持
NVDA
NVIDIA CORPORATION
-$2.2M
93,143
-6%
建仓
HUBB
HUBBELL INC
+$2.2M
4,528
清仓
RDDT
REDDIT INC
-$2.2M
0
-100%
清仓
ESS
ESSEX PPTY TR INC
-$2.1M
0
-100%
增持
CME
CME GROUP INC
+$2.0M
16,247
+58%
减持
SLB
SLB LIMITED
-$2.0M
19,967
-75%
清仓
URI
UNITED RENTALS INC
-$2.0M
0
-100%
减持
AAPL
APPLE INC
-$1.9M
82,934
-3%
增持
PH
PARKER-HANNIFIN CORP
+$1.9M
2,576
+513%
建仓
ONTO
ONTO INNOVATION INC
+$1.9M
9,255
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.9M
12,034
增持
CVX
CHEVRON CORPORATION
+$1.8M
50,525
+2%
增持
—
ASML HLDG NV
+$1.8M
1,687
+360%
建仓
CMI
CUMMINS INC
+$1.8M
3,377
清仓
UBER
UBER TECHNOLOGIES INC
-$1.8M
0
-100%
增持
UNP
UNION PAC CORP
+$1.8M
8,530
+556%
减持
GPC
GENUINE PARTS CO
-$1.7M
7,900
-62%
清仓
NOW
SERVICENOW INC
-$1.7M
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.7M
3,485
-84%
建仓
CCJ
CAMECO CORP
+$1.7M
15,305
建仓
DE
DEERE & CO
+$1.6M
4,725
清仓
DOCU
DOCUSIGN INC
-$1.5M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
34,843
+6%
增持
AMAT
APPLIED MATLS INC
+$1.4M
11,673
+25%
清仓
BX
BLACKSTONE INC
-$1.3M
0
-100%
减持
AVGO
BROADCOM INC
-$1.3M
33,526
-1%
减持
PANW
PALO ALTO NETWORKS INC
-$1.2M
6,896
-46%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.2M
75,556
+171%
增持
GOOG
ALPHABET INC
-$1.1M
46,516
+1%
减持
QCOM
QUALCOMM INC
-$1.1M
21,195
-14%
减持
MAR
MARRIOTT INTL INC NEW
-$1.0M
5,559
-39%
清仓
MDLZ
MONDELEZ INTL INC
-$999.8K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$991.2K
0
-100%
增持
COST
COSTCO WHOLESALE CORPORATION
+$979.0K
6,695
+1%
增持
AMZN
AMAZON COM INC
-$963.1K
59,033
+2%
减持
—
ACCENTURE PLC IRELAND
-$941.8K
2,335
-55%
增持
META
META PLATFORMS INC
+$921.8K
13,273
+31%
清仓
ABNB
AIRBNB INC
-$901.1K
0
-100%
增持
V
VISA INC
-$875.8K
21,225
+2%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$804.9K
16,772
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$779.9K
6,004
-23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$758.9K
34,611
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$753.8K
41,388
+167%
增持
FCX
FREEPORT MCMORAN INC
+$720.0K
82,671
+1%
减持
PG
PROCTER & GAMBLE CO
-$686.3K
3,844
-56%
增持
WMT
WALMART INC
+$642.2K
35,790
+5%
清仓
RY
ROYAL BK CDA
-$585.1K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$541.5K
4,155
+60%
减持
TUSI
TOUCHSTONE ETF TRUST
-$502.9K
44,317
-31%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$490.3K
111,449
+5%
增持
MSFT
MICROSOFT CORP
+$482.4K
37,847
+35%
减持
TJX
TJX COS INC NEW
-$469.2K
13,752
-20%
清仓
PAYX
PAYCHEX INC
-$450.3K
0
-100%
减持
ROST
ROSS STORES INC
-$449.9K
7,050
-36%
减持
MET
METLIFE INC
-$447.3K
10,278
-31%
增持
GOOGL
ALPHABET INC
-$440.5K
20,054
+1%
减持
CAT
CATERPILLAR INC
+$428.5K
10,499
-14%
建仓
CBLL
CERIBELL INC
+$423.7K
23,116
建仓
MRK
MERCK & CO INC
+$416.2K
3,460
减持
IVV
ISHARES TR
-$409.8K
10,451
-1%
增持
AMGN
AMGEN INC
+$387.8K
12,744
+5%
增持
SCHM
SCHWAB STRATEGIC TR
+$371.6K
22,890
+106%
减持
EFAV
ISHARES TR
+$350.3K
79,221
-1%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$333.1K
702
增持
QQQ
INVESCO QQQ TR
-$326.9K
10,378
+1%
建仓
COP
CONOCOPHILLIPS
+$326.2K
2,471
清仓
IGV
ISHARES TR
-$311.5K
0
-100%
清仓
EMB
ISHARES TR
-$309.2K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$295.4K
7,263
+87%
增持
BWXT
BWX TECHNOLOGIES INC
+$292.7K
3,212
+53%
增持
RTX
RTX CORPORATION
+$285.7K
7,752
+20%
清仓
WDAY
WORKDAY INC
-$283.7K
0
-100%
建仓
BA
BOEING CO
+$283.0K
4,165
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN
-$279.9K
0
-100%
建仓
INTC
INTEL CORP
+$279.3K
8,683
清仓
NVO
NOVO-NORDISK A S
-$271.8K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$266.6K
15,185
+2%
减持
SYK
STRYKER CORPORATION
-$265.1K
2,771
-17%
减持
—
STERIS PLC
-$261.2K
2,980
-18%
建仓
TRV
TRAVELERS COMPANIES INC
+$257.6K
883
增持
WM
WASTE MGMT INC DEL
+$256.9K
21,258
+1%
减持
GLD
SPDR GOLD TR
+$254.1K
8,237
-1%
增持
TMFE
RBB FD INC
+$250.7K
53,471
+29%
增持
VO
VANGUARD INDEX FDS
+$250.5K
12,319
+9%
增持
GE
GE AEROSPACE
+$250.1K
18,293
+7%
减持
VUG
VANGUARD INDEX FDS
-$237.1K
4,414
-1%
减持
DIA
STATE STR SPDR DOW JONES IND
-$236.7K
11,972
-0%
增持
SHV
ISHARES TR
+$230.4K
22,425
+10%
建仓
EFA
ISHARES TR
+$226.8K
2,335
建仓
PFE
PFIZER INC
+$222.8K
15,502
增持
PEP
PEPSICO INC
+$222.4K
12,520
+10%
增持
VXUS
VANGUARD STAR FDS
+$219.2K
15,821
+19%
增持
GEV
GE VERNOVA INC
+$219.2K
4,177
+2%
减持
DIS
DISNEY WALT CO
-$209.2K
5,850
-17%
清仓
IJR
ISHARES TR
-$206.8K
0
-100%
增持
USMV
ISHARES TR
+$205.5K
9,113
+34%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$202.6K
0
-100%
减持
BLK
BLACKROCK INC
-$191.6K
1,458
-2%
建仓
T
AT&T INC
+$190.9K
10,470
减持
CACI
CACI INTL INC
-$189.5K
2,140
-16%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$187.8K
6,881
-25%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$187.5K
12,779
增持
ADI
ANALOG DEVICES INC
+$185.0K
1,330
+51%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$184.5K
18,517
+72%
减持
IEUR
ISHARES TR
-$178.6K
9,324
-21%
增持
—
BBB FOODS INC
+$176.5K
15,477
+39%
减持
FGD
FIRST TR EXCHANGE-TRADED FD
-$173.3K
48,187
-15%
增持
ABT
ABBOTT LABORATORIES
-$173.3K
30,470
+6%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$166.8K
10,967
增持
VB
VANGUARD INDEX FDS
+$160.9K
6,996
+8%
增持
WINA
WINMARK CORP
+$158.7K
911
+60%
减持
BND
VANGUARD BD INDEX FDS
-$157.6K
12,842
-14%
增持
BAC
BANK AMERICA CORP
+$154.3K
23,745
+17%
减持
IJH
ISHARES TR
+$152.0K
105,981
-0%
减持
OEF
ISHARES TR
-$143.9K
5,227
-1%
增持
MELI
MERCADOLIBRE INC
-$137.4K
990
+8%
增持
HPQ
HP INC
+$132.5K
22,195
+45%
减持
TIP
ISHARES TR
-$122.7K
3,340
-25%
减持
DBAW
DBX ETF TR
-$120.2K
7,429
-30%
减持
VBR
VANGUARD INDEX FDS
+$116.4K
21,515
-0%