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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 18
增持 56
减持 52
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$80.5M
407,812
-48%
增持
CALF
PACER FDS TR
+$17.6M
370,415
+2801%
减持
BIL
SPDR SER TR
-$16.2M
100,896
-64%
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
NVDA
NVIDIA CORPORATION
+$14.8M
31,487
+14%
增持
AMZN
AMAZON COM INC
+$11.8M
176,912
+34%
增持
XLI
SELECT SECTOR SPDR TR
+$11.3M
92,575
+2762%
增持
IWM
ISHARES TR
+$10.9M
57,281
+915%
增持
KRE
SPDR SER TR
+$10.7M
221,095
+2743%
增持
JPM
JPMORGAN CHASE & CO
+$9.7M
50,739
+1984%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$9.5M
33,502
+616%
增持
NFLX
NETFLIX INC
+$9.5M
15,987
+3477%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$8.8M
3,028
建仓
INTU
INTUIT
+$8.5M
13,128
增持
NOW
SERVICENOW INC
+$8.1M
11,521
+1034%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$8.0M
21,252
+922%
增持
COWZ
PACER FDS TR
+$7.5M
336,152
+45%
建仓
PANW
PALO ALTO NETWORKS INC
+$7.2M
25,316
减持
FANG
DIAMONDBACK ENERGY INC
-$6.5M
87,055
-43%
增持
META
META PLATFORMS INC
+$6.2M
27,206
+37%
减持
XLV
SELECT SECTOR SPDR TR
-$6.1M
15,675
-75%
减持
MSFT
MICROSOFT CORP
-$6.1M
89,006
-23%
减持
ET
ENERGY TRANSFER L P
-$5.4M
94,979
-81%
增持
ORCL
ORACLE CORP
+$5.4M
80,628
+80%
增持
KLAC
KLA CORP
+$5.2M
16,777
+49%
增持
TDG
TRANSDIGM GROUP INC
+$4.9M
8,318
+59%
增持
—
ARISTA NETWORKS INC
+$4.5M
40,313
+33%
减持
—
HESS CORP
-$4.5M
1,642
-95%
增持
GWW
GRAINGER W W INC
+$4.5M
9,922
+46%
减持
—
EXXON MOBIL CORP
-$4.4M
34,654
-59%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$4.1M
35,151
+40%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$3.8M
265,877
+25%
清仓
ON
ON SEMICONDUCTOR CORP
-$3.8M
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.7M
25,930
+32%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$3.6M
40,896
-61%
减持
CAT
CATERPILLAR INC
-$3.0M
6,913
-63%
增持
V
VISA INC
+$2.9M
46,176
+20%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.8M
289,365
+15%
增持
GOOGL
ALPHABET INC
+$2.5M
98,044
+11%
增持
PSX
PHILLIPS 66
+$1.7M
16,203
+130%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$1.7M
167,739
-33%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.7M
179,954
+22%
增持
TSLA
TESLA INC
-$1.5M
21,749
+1%
建仓
—
EVEREST GROUP LTD
+$1.5M
3,816
增持
—
BLACKROCK INC
+$1.5M
2,637
+196%
建仓
BKNG
BOOKING HOLDINGS INC
+$1.3M
359
增持
SCHD
SCHWAB STRATEGIC TR
+$1.3M
80,331
+18%
增持
STZ
CONSTELLATION BRANDS INC
+$1.3M
5,816
+351%
建仓
ZS
ZSCALER INC
+$1.3M
6,577
增持
SPYM
SPDR SER TR
+$1.1M
176,318
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.1M
26,704
+20%
减持
—
PIONEER NAT RES CO
-$1.1M
2,276
-70%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
6,299
增持
MPC
MARATHON PETE CORP
+$1.1M
11,939
+32%
减持
VLO
VALERO ENERGY CORP
-$1.1M
1,498
-85%
减持
PM
PHILIP MORRIS INTL INC
-$952.8K
7,108
-58%
清仓
FTV
FORTIVE CORP
-$929.1K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$901.3K
29,451
-2%
减持
PG
PROCTER AND GAMBLE CO
-$895.4K
6,853
-50%
减持
CF
CF INDS HLDGS INC
-$843.2K
4,415
-71%
减持
TTD
THE TRADE DESK INC
-$757.0K
26,257
-38%
减持
USFR
WISDOMTREE TR
-$756.8K
19,845
-43%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$736.4K
7,461
+236%
增持
IJR
ISHARES TR
+$714.3K
8,849
+263%
清仓
MLPX
GLOBAL X FDS
-$688.2K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$679.4K
13,485
+6%
清仓
—
VIPER ENERGY INC
-$634.4K
0
-100%
减持
OXY
OCCIDENTAL PETE CORP
-$560.4K
11,274
-48%
建仓
DHR
DANAHER CORPORATION
+$518.7K
2,077
清仓
FBND
FIDELITY MERRIMACK STR TR
-$513.1K
0
-100%
增持
CRM
SALESFORCE INC
+$473.2K
5,585
+22%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$443.2K
77,084
-19%
清仓
LMT
LOCKHEED MARTIN CORP
-$424.6K
0
-100%
清仓
AR
ANTERO RESOURCES CORP
-$412.3K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$411.8K
0
-100%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$411.5K
0
-100%
减持
HUM
HUMANA INC
-$409.1K
1,248
-32%
减持
DVN
DEVON ENERGY CORP NEW
-$408.4K
55,986
-21%
增持
XLU
SELECT SECTOR SPDR TR
+$397.0K
9,584
+161%
建仓
IJH
ISHARES TR
+$396.5K
6,528
建仓
USMV
ISHARES TR
+$384.5K
4,600
减持
SPTL
SPDR SER TR
-$374.9K
18,321
-40%
增持
SNPS
SYNOPSYS INC
+$364.3K
1,014
+143%
清仓
FTNT
FORTINET INC
-$355.0K
0
-100%
增持
DDOG
DATADOG INC
+$348.6K
4,706
+145%
建仓
XHB
SPDR SER TR
+$346.5K
3,105
减持
—
LINDE PLC
-$315.3K
1,059
-46%
清仓
DUK
DUKE ENERGY CORP NEW
-$311.3K
0
-100%
减持
SPHY
SPDR SER TR
-$301.0K
15,952
-45%
建仓
TJX
TJX COS INC NEW
+$298.1K
2,939
减持
MELI
MERCADOLIBRE INC
-$298.0K
703
-19%
增持
XLF
SELECT SECTOR SPDR TR
+$285.7K
20,691
+33%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$276.8K
12,694
-19%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$271.1K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$252.9K
0
-100%
清仓
UNP
UNION PAC CORP
-$247.1K
0
-100%
减持
—
TIDAL ETF TR
+$246.7K
150,805
-0%
清仓
PAYC
PAYCOM SOFTWARE INC
-$242.3K
0
-100%
建仓
ENB
ENBRIDGE INC
+$233.7K
6,460
建仓
AZO
AUTOZONE INC
+$230.1K
73
增持
VOO
VANGUARD INDEX FDS
+$225.0K
4,178
+2%
清仓
BA
BOEING CO
-$224.9K
0
-100%
建仓
O
REALTY INCOME CORP
+$224.8K
4,155
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$223.6K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$223.0K
0
-100%
减持
AMGN
AMGEN INC
-$221.7K
2,771
-21%
清仓
VUG
VANGUARD INDEX FDS
-$210.5K
0
-100%
减持
—
MARATHON OIL CORP
-$205.5K
13,139
-45%
建仓
VGT
VANGUARD WORLD FD
+$204.9K
391
清仓
LLY
ELI LILLY & CO
-$204.7K
0
-100%
清仓
XOP
SPDR SER TR
-$203.9K
0
-100%
建仓
GPC
GENUINE PARTS CO
+$201.9K
1,302
清仓
SCHW
SCHWAB CHARLES CORP
-$200.3K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$188.6K
1,210
+14%
增持
ADBE
ADOBE INC
+$178.2K
929
+91%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$175.5K
6,207
+1%
减持
IVAL
EA SERIES TRUST
-$173.0K
9,901
-44%
减持
XLRE
SELECT SECTOR SPDR TR
-$171.8K
11,699
-26%
减持
SLB
SCHLUMBERGER LTD
-$163.0K
4,879
-41%
减持
CVX
CHEVRON CORP NEW
-$162.7K
10,341
-14%
增持
MDB
MONGODB INC
+$161.4K
1,802
+52%
减持
SPY
SPDR S&P 500 ETF TR
-$161.2K
2,921
-18%
清仓
—
PROSHARES TR
-$159.9K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$154.9K
1,253
-15%
减持
PEP
PEPSICO INC
-$154.0K
1,518
-39%
减持
VHT
VANGUARD WORLD FD
-$154.0K
1,050
-40%
减持
AVGO
BROADCOM INC
-$143.3K
2,000
-20%
减持
EOG
EOG RES INC
-$126.4K
3,382
-27%
增持
VZ
VERIZON COMMUNICATIONS INC
+$126.3K
26,732
+1%
清仓
AGNC
AGNC INVT CORP
-$123.8K
0
-100%
减持
BOXX
EA SERIES TRUST
-$120.8K
5,559
-18%
增持
—
GARMIN LTD
+$119.3K
4,975
+3%
增持
PYPL
PAYPAL HLDGS INC
+$118.5K
11,922
+8%
减持
DFNM
DIMENSIONAL ETF TRUST
-$116.8K
5,520
-30%
减持
BF/B
BROWN FORMAN CORP
-$114.3K
5,674
-20%
增持
SNOW
SNOWFLAKE INC
+$102.4K
4,914
+41%
增持
WMB
WILLIAMS COS INC
+$102.0K
8,890
+27%
减持
UBER
UBER TECHNOLOGIES INC
-$102.0K
16,835
-26%
减持
IVV
ISHARES TR
+$87.6K
2,200
-2%
减持
HD
HOME DEPOT INC
-$82.9K
796
-29%
增持
BHP
BHP GROUP LTD
-$82.3K
8,654
+2%
减持
CSCO
CISCO SYS INC
-$81.0K
10,752
-12%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$77.3K
448
-1%
增持
VICI
VICI PPTYS INC
+$75.0K
13,888
+31%
增持
CMC
COMMERCIAL METALS CO
+$73.4K
8,259
+0%
增持
HYMB
SPDR SER TR
+$69.7K
13,871
+22%
建仓
LAC
LITHIUM AMERS CORP NEW
+$67.5K
10,050
减持
DIS
DISNEY WALT CO
+$66.6K
2,524
-6%
增持
MO
ALTRIA GROUP INC
+$62.9K
10,715
+7%
减持
GOOG
ALPHABET INC
+$60.1K
25,779
-6%
减持
QCOM
QUALCOMM INC
-$58.2K
3,763
-22%