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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 20
增持 68
减持 52
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$16.0M
797,300
+1%
建仓
—
ARISTA NETWORKS INC
+$6.7M
36,659
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$6.5M
194,387
+252%
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。
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$6.4M
9,605
-93%
减持
HDV
ISHARES TR
-$6.1M
36,136
-62%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$5.4M
112,871
-58%
建仓
GWW
GRAINGER W W INC
+$5.2M
7,540
增持
FANG
DIAMONDBACK ENERGY INC
+$4.5M
162,604
+3%
增持
META
META PLATFORMS INC
+$4.3M
21,140
+195%
减持
HUM
HUMANA INC
-$4.3M
2,823
-78%
减持
KO
COCA COLA CO
-$4.1M
12,543
-84%
减持
XLI
SELECT SECTOR SPDR TR
-$4.0M
2,060
-95%
减持
OXY
OCCIDENTAL PETE CORP
-$3.9M
30,371
-69%
增持
KLAC
KLA CORP
+$3.4M
12,396
+168%
增持
NOW
SERVICENOW INC
+$3.1M
9,620
+133%
清仓
PGR
PROGRESSIVE CORP
-$3.1M
0
-100%
增持
BIL
SPDR SER TR
+$2.8M
415,540
+8%
清仓
IHI
ISHARES TR
-$2.6M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.2M
68,404
+61%
减持
GOOGL
ALPHABET INC
-$2.1M
55,986
-29%
增持
CF
CF INDS HLDGS INC
+$1.8M
23,996
+471%
建仓
IYC
ISHARES TR
+$1.6M
23,934
增持
—
EXXON MOBIL CORP
+$1.6M
85,305
+8%
建仓
FTV
FORTIVE CORP
+$1.5M
20,394
建仓
CRM
SALESFORCE INC
+$1.5M
7,396
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.5M
144,913
+57%
清仓
FISV
FISERV INC
-$1.3M
0
-100%
减持
VGT
VANGUARD WORLD FDS
-$1.3M
493
-86%
增持
VLO
VALERO ENERGY CORP
+$1.3M
46,222
+3%
建仓
IVAL
EA SERIES TRUST
+$1.2M
51,182
建仓
UNP
UNION PAC CORP
+$1.2M
5,921
清仓
ULTA
ULTA BEAUTY INC
-$1.1M
0
-100%
减持
MRK
MERCK & CO INC
-$1.1M
4,936
-64%
减持
DVN
DEVON ENERGY CORP NEW
-$1.1M
257,790
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
27,524
+9%
建仓
BKNG
BOOKING HOLDINGS INC
+$1.0M
340
增持
NVDA
NVIDIA CORPORATION
+$1.0M
23,243
+8%
减持
AMGN
AMGEN INC
-$986.8K
4,097
-56%
增持
COWZ
PACER FDS TR
+$977.7K
213,879
+7%
清仓
KIE
SPDR SER TR
-$974.7K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
-$952.8K
20,843
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$946.4K
243,310
+11%
增持
MUB
ISHARES TR
+$942.9K
11,593
+403%
增持
—
HESS CORP
+$930.1K
32,554
+9%
减持
QQQ
INVESCO QQQ TR
-$894.4K
4,957
-31%
清仓
TLT
ISHARES TR
-$829.6K
0
-100%
增持
SPYM
SPDR SER TR
+$807.8K
153,576
+16%
建仓
XLP
SELECT SECTOR SPDR TR
+$788.4K
11,457
增持
MPC
MARATHON PETE CORP
+$775.8K
15,292
+16%
增持
HON
HONEYWELL INTL INC
+$768.2K
5,749
+306%
增持
AMZN
AMAZON COM INC
+$753.8K
122,733
+8%
增持
PG
PROCTER AND GAMBLE CO
+$687.5K
17,469
+42%
清仓
DFAS
DIMENSIONAL ETF TRUST
-$671.3K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$630.3K
60,272
-5%
增持
IJR
ISHARES TR
+$572.0K
10,091
+165%
增持
AXP
AMERICAN EXPRESS CO
-$534.4K
40,702
+7%
减持
ON
ON SEMICONDUCTOR CORP
-$533.8K
59,153
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$489.1K
5,182
+33%
增持
GOOG
ALPHABET INC
+$481.0K
37,263
+2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$439.7K
16,508
+10%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$403.8K
126,641
+15%
增持
PSX
PHILLIPS 66
+$391.3K
14,667
+2%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$385.1K
22,145
-8%
增持
UBER
UBER TECHNOLOGIES INC
+$385.0K
20,984
+56%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$356.9K
7,679
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$346.9K
16,827
-29%
建仓
—
PROSHARES TR
+$330.6K
22,844
减持
—
MARATHON OIL CORP
-$320.3K
31,531
-38%
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$318.3K
3,833
建仓
IUSG
ISHARES TR
+$309.9K
3,268
增持
JETS
ETF SER SOLUTIONS
-$303.8K
87,245
+4%
减持
TSLA
TESLA INC
-$296.9K
24,661
-0%
建仓
FLRN
SPDR SER TR
+$294.5K
9,586
清仓
—
BROOKFIELD RENEWABLE PARTNER
-$280.5K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$276.3K
68,070
+9%
建仓
SHOP
SHOPIFY INC
+$270.8K
4,963
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$266.7K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$262.5K
12,148
+18%
减持
GD
GENERAL DYNAMICS CORP
-$260.8K
2,489
-34%
建仓
GSK
GSK PLC
+$254.2K
7,011
建仓
HYMB
SPDR SER TR
+$251.3K
10,552
清仓
—
JOHNSON CTLS INTL PLC
-$251.2K
0
-100%
减持
—
PIONEER NAT RES CO
+$247.3K
11,078
-0%
建仓
BOXX
EA SERIES TRUST
+$245.1K
2,364
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$228.2K
249,543
-0%
减持
IEO
ISHARES TR
+$221.8K
21,125
-2%
减持
DGRO
ISHARES TR
-$215.3K
5,487
-42%
建仓
SPTL
SPDR SER TR
+$213.0K
8,144
增持
SLB
SCHLUMBERGER LTD
+$202.0K
8,840
+39%
增持
VTI
VANGUARD INDEX FDS
+$199.2K
1,900
+105%
减持
V
VISA INC
-$196.6K
19,671
-1%
增持
TECK
TECK RESOURCES LTD
+$196.4K
87,172
+3%
增持
PM
PHILIP MORRIS INTL INC
+$187.9K
19,466
+18%
增持
GLD
SPDR GOLD TR
+$173.4K
2,360
+82%
增持
IAU
ISHARES GOLD TR
+$171.0K
60,336
+13%
减持
ABR
ARBOR REALTY TRUST INC
-$159.0K
10,719
-51%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$156.7K
28,033
-2%
增持
MPT
MEDICAL PPTYS TRUST INC
-$149.3K
42,534
+3%
增持
IAK
ISHARES TR
+$139.8K
20,338
+4%
增持
BF/B
BROWN FORMAN CORP
+$134.3K
23,293
+29%
减持
NUE
NUCOR CORP
-$124.6K
1,723
-28%
增持
ABBV
ABBVIE INC
+$120.9K
8,228
+0%
减持
EPOL
ISHARES TR
-$111.1K
53,213
-0%
建仓
AGNC
AGNC INVT CORP
+$110.2K
11,671
减持
MEAR
ISHARES U S ETF TR
-$107.9K
7,767
-22%
增持
XLK
SELECT SECTOR SPDR TR
+$100.5K
4,970
+21%
增持
COP
CONOCOPHILLIPS
+$98.3K
4,564
+5%
增持
XLF
SELECT SECTOR SPDR TR
+$96.4K
13,603
+29%
减持
BTI
BRITISH AMERN TOB PLC
-$94.2K
6,880
-26%
增持
ITA
ISHARES TR
-$84.3K
14,227
+4%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$82.9K
4,896
-2%
减持
GOVT
ISHARES TR
-$82.3K
27,337
-9%
减持
EWQ
ISHARES INC
-$79.9K
26,515
-0%
减持
CVX
CHEVRON CORP NEW
+$78.0K
13,502
-3%
增持
MELI
MERCADOLIBRE INC
+$77.3K
885
+0%
减持
EWW
ISHARES INC
-$75.1K
15,744
-1%
减持
—
TIDAL ETF TR
-$73.9K
154,463
-1%
增持
ITB
ISHARES TR
-$72.1K
20,477
+4%
减持
MKC
MCCORMICK & CO INC
-$71.7K
6,096
-0%
减持
ET
ENERGY TRANSFER L P
+$69.0K
54,002
-0%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$69.0K
4,027
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$68.7K
1,717
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$66.7K
6,188
+3%
增持
EIRL
ISHARES TR
-$62.8K
17,782
+0%
增持
AVGO
BROADCOM INC
-$60.2K
2,484
+1%
增持
MSFT
MICROSOFT CORP
-$59.7K
114,636
+8%
减持
IUSB
ISHARES TR
-$59.4K
19,907
-3%
减持
QCOM
QUALCOMM INC
-$58.1K
5,408
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$57.9K
3,220
-4%
减持
MTUM
ISHARES TR
-$57.6K
3,294
-8%
减持
DXJ
WISDOMTREE TR
+$57.6K
11,929
-0%
增持
FBND
FIDELITY MERRIMACK STR TR
+$56.8K
155,946
+5%
减持
—
LINDE PLC
-$55.8K
2,881
-3%
增持
CSCO
CISCO SYS INC
+$54.1K
12,701
+5%
增持
LNG
CHENIERE ENERGY INC
+$53.5K
2,639
+5%
增持
JPM
JPMORGAN CHASE & CO
+$53.1K
2,550
+17%
增持
FTNT
FORTINET INC
+$53.0K
31,241
+33%
减持
GPC
GENUINE PARTS CO
-$52.7K
1,488
-6%
减持
—
VIPER ENERGY PARTNERS LP
-$51.8K
21,407
-11%
增持
AMT
AMERICAN TOWER CORP NEW
-$51.7K
2,139
+3%
减持
EXR
EXTRA SPACE STORAGE INC
-$51.6K
1,746
-2%
减持
HESM
HESS MIDSTREAM LP
-$51.4K
21,267
-3%
增持
PYPL
PAYPAL HLDGS INC
-$49.9K
19,956
+9%
增持
BX
BLACKSTONE INC
+$49.3K
2,453
+7%
增持
WMT
WALMART INC
+$48.0K
2,979
+9%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$46.5K
426
-6%
增持
COST
COSTCO WHSL CORP NEW
+$42.1K
1,200
+2%
增持
IVV
ISHARES TR
-$40.8K
3,029
+1%
减持
IBB
ISHARES TR
-$39.8K
1,916
-11%
减持
XOP
SPDR SER TR
+$39.7K
7,239
-10%
