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Teamwork Financial Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Teamwork Financial Advisors, LLC
报告期 2026-03-31 · CIK 0001629931
持仓数
216
前50大市值合计
$742.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 31
增持 38
减持 47
清仓 34
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$8.4M
149,811
+5374%
增持
AMZN
AMAZON COM INC
+$4.8M
86,559
+84%
增持
TSLA
TESLA INC
+$4.6M
25,961
+649%
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。
建仓
BIIB
BIOGEN INC
+$4.5M
16,950
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$4.5M
535,713
+49%
减持
NVDA
NVIDIA CORPORATION
-$4.1M
21,756
-51%
建仓
REGN
REGENERON PHARMACEUTICALS
+$3.9M
5,694
减持
—
CHUBB LIMITED
-$3.9M
4,683
-81%
建仓
GPC
GENUINE PARTS CO
+$3.8M
25,144
减持
CVX
CHEVRON CORP NEW
-$3.6M
24,377
-50%
减持
CINF
CINCINNATI FINL CORP
-$3.4M
3,771
-88%
建仓
ABT
ABBOTT LABS
+$3.3M
34,053
建仓
ISRG
INTUITIVE SURGICAL INC
+$3.3M
17,517
减持
CF
CF INDS HLDGS INC
-$3.1M
7,678
-83%
减持
WRB
BERKLEY W R CORP
-$3.1M
7,776
-85%
增持
AAPL
APPLE INC
+$2.7M
758,457
+2%
清仓
XLRE
SELECT SECTOR SPDR TR
-$2.7M
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$2.6M
0
-100%
增持
FANG
DIAMONDBACK ENERGY INC
+$2.6M
151,727
+17%
减持
AMGN
AMGEN INC
-$2.5M
1,592
-86%
减持
SLB
SCHLUMBERGER LTD
-$2.5M
13,784
-84%
减持
PM
PHILIP MORRIS INTL INC
-$2.5M
14,000
-62%
增持
TTD
THE TRADE DESK INC
+$2.3M
63,804
+72%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$2.2M
6,118
-89%
增持
HDV
ISHARES TR
+$2.1M
160,419
+28%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$2.1M
324,158
-19%
增持
DG
DOLLAR GEN CORP NEW
+$2.0M
15,575
+122%
增持
KLAC
KLA CORP
+$1.9M
12,674
+112%
减持
XLF
SELECT SECTOR SPDR TR
-$1.8M
43,611
-56%
减持
—
VIPER ENERGY PARTNERS LP
-$1.6M
37,913
-62%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$1.4M
56,200
建仓
ABNB
AIRBNB INC
+$1.4M
13,404
清仓
ITOT
ISHARES TR
-$1.3M
0
-100%
清仓
IGE
ISHARES TR
-$1.3M
0
-100%
增持
—
PIONEER NAT RES CO
+$1.3M
23,574
+37%
增持
QQQ
INVESCO QQQ TR
+$1.2M
9,431
+107%
增持
STZ
CONSTELLATION BRANDS INC
+$1.2M
16,939
+49%
减持
DVN
DEVON ENERGY CORP NEW
+$1.2M
496,427
-4%
增持
—
BLACKROCK INC
+$1.2M
3,168
+232%
清仓
PEJ
INVESCO EXCHANGE TRADED FD T
-$1.1M
0
-100%
清仓
IYF
ISHARES TR
-$1.1M
0
-100%
减持
PSX
PHILLIPS 66
-$1.1M
8,694
-61%
减持
LMT
LOCKHEED MARTIN CORP
-$1.1M
4,459
-31%
清仓
TNL
TRAVEL PLUS LEISURE CO
-$1.0M
0
-100%
减持
QRVO
QORVO INC
-$991.0K
5,299
-65%
建仓
IYH
ISHARES TR
+$951.0K
3,758
建仓
IHF
ISHARES TR
+$933.0K
3,653
减持
ESGU
ISHARES TR
-$919.0K
16,289
-38%
增持
MELI
MERCADOLIBRE INC
+$917.0K
1,861
+90%
减持
PG
PROCTER AND GAMBLE CO
-$914.0K
13,381
-26%
增持
ALL
ALLSTATE CORP
+$906.0K
40,307
+24%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$894.0K
0
-100%
建仓
CFR
CULLEN FROST BANKERS INC
+$865.0K
6,539
建仓
IAK
ISHARES TR
+$861.0K
10,887
清仓
USCI
UNITED STS COMMODITY INDEX F
-$847.0K
0
-100%
清仓
—
SWEDISH EXPT CR CORP
-$831.0K
0
-100%
减持
—
GARMIN LTD
-$827.0K
30,566
-9%
增持
MSFT
MICROSOFT CORP
+$822.0K
114,665
+14%
清仓
FALN
ISHARES TR
-$820.0K
0
-100%
建仓
IBB
ISHARES TR
+$811.0K
6,932
减持
EXR
EXTRA SPACE STORAGE INC
-$777.0K
5,868
-44%
清仓
SPIP
SPDR SER TR
-$755.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$752.0K
9,666
-33%
减持
AMT
AMERICAN TOWER CORP NEW
-$751.0K
4,583
-32%
清仓
TIP
ISHARES TR
-$743.0K
0
-100%
清仓
GCC
WISDOMTREE TR
-$734.0K
0
-100%
建仓
AZO
AUTOZONE INC
+$728.0K
340
增持
AXP
AMERICAN EXPRESS CO
+$713.0K
32,428
+23%
清仓
GTIP
GOLDMAN SACHS ETF TR
-$713.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$694.0K
10,027
+219%
增持
—
TIDAL ETF TR
+$688.0K
145,234
+65%
增持
NOC
NORTHROP GRUMMAN CORP
+$652.0K
6,978
+27%
清仓
—
BARCLAYS BANK PLC
-$629.0K
0
-100%
增持
COMT
ISHARES U S ETF TR
+$623.0K
34,024
+135%
增持
—
EXXON MOBIL CORP
+$611.0K
80,023
+7%
清仓
LTPZ
PIMCO ETF TR
-$604.0K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$596.0K
9,095
减持
CCI
CROWN CASTLE INC
-$591.0K
6,829
-27%
减持
GOVT
ISHARES TR
-$580.0K
61,629
-26%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$556.0K
11,738
减持
BF/B
BROWN FORMAN CORP
-$543.0K
18,020
-27%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$519.0K
28,292
-4%
清仓
UAE
ISHARES TR
-$516.0K
0
-100%
清仓
IYJ
ISHARES TR
-$512.0K
0
-100%
减持
CSCO
CISCO SYS INC
-$506.0K
29,722
-25%
清仓
EWN
ISHARES INC
-$502.0K
0
-100%
清仓
EWT
ISHARES INC
-$501.0K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$492.0K
22,303
+61%
建仓
IHI
ISHARES TR
+$483.0K
10,241
减持
SCHZ
SCHWAB STRATEGIC TR
-$468.0K
19,319
-31%
减持
EFV
ISHARES TR
-$466.0K
13,127
-41%
清仓
DHR
DANAHER CORPORATION
-$460.0K
0
-100%
清仓
DE
DEERE & CO
-$458.0K
0
-100%
增持
MEAR
ISHARES U S ETF TR
+$456.0K
15,800
+139%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$451.0K
54,759
-3%
减持
MBB
ISHARES TR
-$447.0K
4,552
-49%
清仓
EWO
ISHARES INC
-$447.0K
0
-100%
减持
ABBV
ABBVIE INC
-$435.0K
13,121
-8%
减持
SPYM
SPDR SER TR
-$434.0K
66,608
-9%
建仓
MRNA
MODERNA INC
+$433.0K
3,663
清仓
MA
MASTERCARD INCORPORATED
-$426.0K
0
-100%
减持
HLI
HOULIHAN LOKEY INC
-$420.0K
8,123
-38%
建仓
UNH
UNITEDHEALTH GROUP INC
+$411.0K
814
减持
BIL
SPDR SER TR
-$404.0K
13,574
-25%
增持
XLV
SELECT SECTOR SPDR TR
+$401.0K
24,168
+23%
增持
SPYV
SPDR SER TR
+$398.0K
55,863
+35%
增持
HD
HOME DEPOT INC
+$391.0K
2,278
+162%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$387.0K
4,244
-39%
减持
IUSB
ISHARES TR
-$382.0K
13,406
-36%
减持
CVS
CVS HEALTH CORP
-$378.0K
26,596
-15%
建仓
EIDO
ISHARES TR
+$377.0K
16,179
建仓
INDY
ISHARES TR
+$376.0K
8,916
建仓
DXJ
WISDOMTREE TR
+$375.0K
6,081
建仓
TUR
ISHARES INC
+$372.0K
16,859
增持
MUB
ISHARES TR
+$370.0K
8,517
+80%
增持
META
META PLATFORMS INC
+$368.0K
5,748
+125%
增持
QLV
FLEXSHARES TR
+$366.0K
55,579
+24%
增持
IEO
ISHARES TR
+$355.0K
31,215
+8%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$339.0K
4,227
+99%
增持
AMD
ADVANCED MICRO DEVICES INC
+$336.0K
54,200
+34%
减持
BX
BLACKSTONE INC
-$330.0K
9,031
-24%
建仓
GS
GOLDMAN SACHS GROUP INC
+$329.0K
1,121
减持
USRT
ISHARES TR
-$327.0K
20,606
-16%
清仓
—
SPIRIT RLTY CAP INC NEW
-$326.0K
0
-100%
清仓
—
BROOKFIELD ASSET MGMT INC
-$326.0K
0
-100%
增持
FSLY
FASTLY INC
+$321.0K
60,670
+200%
建仓
SHY
ISHARES TR
+$311.0K
3,824
建仓
LEN
LENNAR CORP
+$306.0K
4,107
减持
EOG
EOG RES INC
-$306.0K
2,751
-50%
清仓
TWLO
TWILIO INC
-$298.0K
0
-100%
清仓
SCHJ
SCHWAB STRATEGIC TR
-$296.0K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$285.0K
1,744
建仓
SLQD
ISHARES TR
+$281.0K
5,932
清仓
IYW
ISHARES TR
-$279.0K
0
-100%
增持
LNG
CHENIERE ENERGY INC
+$276.0K
3,207
+67%
减持
MPC
MARATHON PETE CORP
-$274.0K
4,560
-48%
建仓
CASH
PATHWARD FINANCIAL INC
+$266.0K
8,069
减持
EFG
ISHARES TR
-$264.0K
5,198
-35%
建仓
CAH
CARDINAL HEALTH INC
+$261.0K
3,916
清仓
NEE
NEXTERA ENERGY INC
-$260.0K
0
-100%
建仓
INTC
INTEL CORP
+$259.0K
10,046
清仓
APA
APA CORPORATION
-$255.0K
0
-100%
减持
SCHP
SCHWAB STRATEGIC TR
-$252.0K
6,847
-37%
增持
COST
COSTCO WHSL CORP NEW
+$248.0K
1,737
+45%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$247.0K
0
-100%
建仓
PINS
PINTEREST INC
+$246.0K
10,576
增持
V
VISA INC
-$242.0K
25,708
+5%
减持
ICF
ISHARES TR
-$234.0K
18,315
-9%
清仓
IRT
INDEPENDENCE RLTY TR INC
-$234.0K
0
-100%
减持
O
REALTY INCOME CORP
-$232.0K
7,256
-24%