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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 19
增持 45
减持 65
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$23.8M
545,485
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$22.3M
98,714
-80%
减持
—
GARMIN LTD
-$14.2M
4,382
-93%
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
PNC
PNC FINL SVCS GROUP INC
+$13.7M
65,690
减持
ORCL
ORACLE CORP
-$13.2M
17,858
-70%
增持
TJX
TJX COS INC NEW
+$12.7M
84,548
+4608%
减持
MSTR
STRATEGY INC
-$12.6M
5,344
-87%
增持
NET
CLOUDFLARE INC
+$12.2M
64,248
+2897%
建仓
DE
DEERE & CO
+$11.9M
25,505
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$11.6M
2,726
-96%
增持
SOFI
SOFI TECHNOLOGIES INC
+$10.1M
460,120
+524%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$9.9M
6,293
-82%
增持
BOXX
EA SERIES TRUST
+$8.7M
77,752
+3182%
减持
BIL
SPDR SERIES TRUST
-$8.6M
292,349
-24%
增持
NVDA
NVIDIA CORPORATION
+$7.5M
214,481
+23%
增持
QQQI
NEOS ETF TRUST
+$6.8M
167,677
+305%
减持
LAC
LITHIUM AMERS CORP NEW
-$5.7M
379,828
-70%
增持
META
META PLATFORMS INC
+$5.7M
36,915
+45%
减持
HOOD
ROBINHOOD MKTS INC
-$4.0M
131,012
-0%
增持
SPYI
NEOS ETF TRUST
+$4.0M
178,663
+73%
减持
GOOGL
ALPHABET INC
+$3.8M
74,931
-7%
增持
NFLX
NETFLIX INC
-$3.7M
148,784
+597%
增持
NVO
NOVO-NORDISK A S
+$3.4M
98,666
+234%
增持
SPGI
S&P GLOBAL INC
+$3.3M
29,488
+19%
减持
EXPE
EXPEDIA GROUP INC
+$3.3M
51,469
-3%
减持
PANW
PALO ALTO NETWORKS INC
-$3.0M
71,938
-10%
减持
MSFT
MICROSOFT CORP
-$2.7M
65,485
-1%
清仓
PGR
PROGRESSIVE CORP
-$2.4M
0
-100%
减持
LRCX
LAM RESEARCH CORP
+$2.2M
92,666
-9%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.2M
17,559
+6%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.0M
33,519
-7%
减持
ABT
ABBOTT LABS
-$2.0M
2,532
-86%
减持
QCOM
QUALCOMM INC
-$2.0M
13,341
-48%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.0M
12,137
+106%
增持
AVGO
BROADCOM INC
+$1.9M
45,104
+9%
建仓
ETHA
ISHARES ETHEREUM TR
+$1.8M
81,422
减持
UBER
UBER TECHNOLOGIES INC
-$1.8M
25,844
-35%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$1.8M
0
-100%
建仓
PATH
UIPATH INC
+$1.8M
108,676
增持
VST
VISTRA CORP
+$1.7M
78,855
+40%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.7M
25,358
-53%
增持
GEV
GE VERNOVA INC
+$1.6M
28,069
+3%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.5M
1,736
-68%
增持
ANET
ARISTA NETWORKS INC
-$1.5M
137,367
+3%
增持
AXON
AXON ENTERPRISE INC
+$1.4M
25,352
+40%
减持
CAT
CATERPILLAR INC
-$1.3M
24,928
-24%
减持
COWG
PACER FDS TR
-$1.3M
651,817
-2%
增持
XLI
SELECT SECTOR SPDR TR
+$1.3M
12,954
+175%
减持
MU
MICRON TECHNOLOGY INC
-$1.2M
4,494
-70%
减持
AAPL
APPLE INC
+$1.2M
190,466
-4%
减持
MNST
MONSTER BEVERAGE CORP NEW
+$1.2M
180,195
-4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$974.6K
82,319
-28%
减持
FANG
DIAMONDBACK ENERGY INC
-$960.4K
17,856
-30%
减持
AMZN
AMAZON COM INC
+$958.9K
220,416
-3%
减持
KLAC
KLA CORP
+$920.1K
11,751
-5%
增持
EMR
EMERSON ELEC CO
+$910.6K
120,899
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$893.5K
58,067
+3%
增持
BNY
BANK NEW YORK MELLON CORP
+$882.3K
118,936
+0%
增持
—
EATON CORP PLC
-$841.7K
35,991
+9%
建仓
XAR
SPDR SERIES TRUST
+$792.3K
3,284
减持
—
EXXON MOBIL CORP
+$775.0K
132,434
-2%
增持
COST
COSTCO WHSL CORP NEW
-$768.8K
17,766
+2%
增持
CVX
CHEVRON CORP NEW
+$766.9K
8,335
+157%
增持
TTD
THE TRADE DESK INC
+$753.7K
49,883
+114%
增持
ADBE
ADOBE INC
+$720.8K
12,326
+21%
建仓
VGT
VANGUARD WORLD FD
+$716.7K
951
减持
TDG
TRANSDIGM GROUP INC
-$676.7K
175
-75%
减持
AMAT
APPLIED MATLS INC
-$664.8K
3,318
-55%
减持
PWR
QUANTA SVCS INC
-$626.3K
39,153
-5%
建仓
RBRK
RUBRIK INC.
+$618.5K
8,087
增持
CRM
SALESFORCE INC
+$553.2K
8,689
+18%
清仓
BMNR
BITMINE IMMERSION TECNOLOGIE
-$529.0K
0
-100%
增持
GE
GE AEROSPACE
+$518.7K
43,633
+2%
增持
V
VISA INC
+$471.9K
8,120
+17%
减持
GRNY
TIDAL TRUST I
-$427.3K
400,667
-3%
减持
PYPL
PAYPAL HLDGS INC
-$412.9K
28,034
-8%
清仓
SPTL
SPDR SERIES TRUST
-$409.9K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$408.8K
65,919
+11%
减持
RKLB
ROCKET LAB CORP
-$404.8K
11,635
-54%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$388.8K
111,009
+9%
清仓
ZS
ZSCALER INC
-$370.4K
0
-100%
减持
PEP
PEPSICO INC
-$352.2K
13,636
-17%
减持
TSLA
TESLA INC
-$346.6K
50,575
-3%
减持
AXP
AMERICAN EXPRESS CO
-$343.0K
39,581
-12%
减持
GOOG
ALPHABET INC
-$326.8K
15,926
-27%
建仓
SMH
VANECK ETF TRUST
+$317.5K
882
建仓
XLY
SELECT SECTOR SPDR TR
+$311.1K
2,605
清仓
FICO
FAIR ISAAC CORP
-$299.3K
0
-100%
清仓
CALF
PACER FDS TR
-$296.8K
0
-100%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$278.5K
0
-100%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$253.0K
78,607
+7%
增持
EOG
EOG RES INC
+$252.7K
16,594
+25%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$251.6K
404
减持
VZ
VERIZON COMMUNICATIONS INC
-$251.3K
12,551
-28%
增持
QDPL
PACER FDS TR
+$249.1K
37,374
+17%
建仓
XLC
SELECT SECTOR SPDR TR
+$241.4K
2,051
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$239.0K
8,250
-5%
增持
DGRO
ISHARES TR
+$237.8K
19,465
+19%
建仓
VHT
VANGUARD WORLD FD
+$237.4K
825
清仓
DVN
DEVON ENERGY CORP NEW
-$235.6K
0
-100%
建仓
MGK
VANGUARD WORLD FD
+$234.5K
568
清仓
CSCO
CISCO SYS INC
-$230.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$223.2K
18,929
-4%
清仓
FDX
FEDEX CORP
-$220.2K
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$214.1K
0
-100%
建仓
SCHV
SCHWAB STRATEGIC TR
+$212.7K
7,184
减持
SFY
TIDAL TRUST I
-$210.9K
20,077
-9%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$208.8K
0
-100%
建仓
MPLX
MPLX LP
+$208.7K
3,910
清仓
BLK
BLACKROCK INC
-$207.5K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$204.5K
0
-100%
减持
ALAB
ASTERA LABS INC
-$204.5K
5,881
-3%
清仓
KO
COCA COLA CO
-$203.1K
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$202.5K
1,407
清仓
DIS
DISNEY WALT CO
-$200.6K
0
-100%
建仓
MCD
MCDONALDS CORP
+$200.5K
656
建仓
PAAA
PGIM ETF TR
+$200.0K
3,902
增持
MLPX
GLOBAL X FDS
+$199.2K
40,848
+13%
减持
O
REALTY INCOME CORP
-$192.4K
13,705
-14%
清仓
DIV
GLOBAL X FDS
-$188.7K
0
-100%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$188.0K
11,392
-2%
减持
VLO
VALERO ENERGY CORP
-$187.5K
23,046
-0%
减持
HD
HOME DEPOT INC
-$185.3K
926
-26%
减持
VICI
VICI PPTYS INC
-$182.2K
19,021
-13%
增持
IVV
ISHARES TR
+$175.6K
1,599
+16%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$171.9K
51,814
+6%
减持
COWZ
PACER FDS TR
-$158.0K
10,948
-23%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$155.0K
39,944
+14%
减持
QQQ
INVESCO QQQ TR
-$154.9K
2,111
-13%
减持
SCHD
SCHWAB STRATEGIC TR
-$146.3K
60,358
-9%
减持
ABBV
ABBVIE INC
-$140.1K
1,963
-23%
减持
KMI
KINDER MORGAN INC DEL
-$133.9K
13,884
-24%
减持
MO
ALTRIA GROUP INC
-$133.3K
7,652
-12%
减持
EPR
EPR PPTYS
-$129.6K
8,992
-10%
增持
NOW
SERVICENOW INC
-$126.8K
1,918
+320%
增持
PFE
PFIZER INC
+$124.1K
88,785
+8%
增持
PSX
PHILLIPS 66
+$111.8K
2,925
+50%
清仓
TWO
TWO HBRS INVT CORP
-$111.7K
0
-100%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$104.2K
10,514
-43%
增持
TRFK
PACER FDS TR
+$101.0K
16,466
+16%
清仓
OPEN
OPENDOOR TECHNOLOGIES INC
-$99.4K
0
-100%
减持
RTX
RTX CORPORATION
-$96.2K
1,208
-36%
减持
AMLP
ALPS ETF TR
-$90.1K
8,298
-19%
减持
IRM
IRON MTN INC DEL
-$86.2K
4,453
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$79.0K
2,164
-15%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$78.8K
101,195
+2%
减持
JNJ
JOHNSON & JOHNSON
-$77.3K
1,442
-29%
减持
T
AT&T INC
-$77.1K
21,987
-0%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$72.0K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$71.5K
525
-19%