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Team Financial Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Team Financial Group, LLC
报告期 2026-03-31 · CIK 0001845163
持仓数
273
前50大市值合计
$211.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 28
增持 75
减持 31
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
USFR
WT FLT RT TRSRY
+$3.9M
410,611
+24%
增持
DGRW
WT US QLTY DIV GRWTH FUND
+$3.2M
276,572
+8%
增持
EPS
WT US LRG FUND
+$2.4M
410,359
+3%
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
USMF
WT U.S. MULTIFAC FUND
+$2.1M
329,553
+8%
增持
DGRS
WT US SMLCP QLTY DIV GRTH FUND
+$1.2M
157,999
+3%
增持
SCHG
SCHWAB U.S. LRG-CAP GROWTH ETF
+$919.4K
22,979
+69%
增持
WTV
WT US VALUE FUND
+$877.5K
89,062
+5%
减持
GCC
WT ENH COMMDTY STGY FD
-$625.5K
211,767
-9%
增持
PTRB
PGIM TOTAL RETURN BOND ETF
+$584.4K
171,666
+3%
增持
DON
WT U.S. MIDCAP DIV FUND
+$547.8K
106,086
+1%
增持
COWZ
PACER US CASH COWS 100 ETF
+$523.4K
142,671
+923%
增持
COWG
PACER US LRG CP GRWTH ETF
+$435.7K
121,636
+6%
增持
IVV
ISHARES CORE S&P 500 ETF
+$398.5K
888
+1380%
增持
GLDM
SPDR GOLD MINISHARES TRUST
+$389.5K
65,361
+5%
增持
BSV
VANGUARD ST BOND ETF
+$356.6K
72,649
+4%
增持
AAPL
APPLE INC COM
+$293.1K
3,385
+62%
增持
EZM
WT U.S. MIDCAP FUND
+$282.3K
20,665
+16%
建仓
SCHO
SCHWAB ST US TRSY ETF
+$199.0K
4,107
增持
DLN
WT US KRG DIVD FUND
+$186.3K
21,643
+6%
清仓
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
-$152.5K
0
-100%
减持
PFFD
GLOBAL X U.S. PRRED ETF
-$147.0K
3,871
-67%
增持
AMZN
AMAZON COM
+$143.5K
1,045
+771%
减持
FTXN
FT NASDAQ OIL & GAS ETF
-$110.1K
1,737
-67%
建仓
PSDM
PGIM SD MULTI BOND ETF
+$107.1K
2,112
减持
WTMF
WT MNGD FTRS STGY FUND
-$102.4K
6,412
-31%
增持
PULS
PGIM ULTRA SHORT BOND ETF
+$72.6K
53,670
+3%
减持
CMF
ISHARES CA MUNI BOND ETF
-$62.1K
56
-95%
增持
COST
COSTCO WHSL CORP NEW COM
+$57.1K
341
+14%
增持
EES
WT U.S. SMLCP FUND
+$51.2K
7,252
+1%
减持
FCAL
FT CA MUNI HIGH INCOME ETF
-$43.7K
35
-96%
增持
GE
GE CO COM NEW
+$42.0K
580
+100%
减持
DHS
WT US H DVD FUND
-$39.3K
453
-54%
建仓
ROK
ROCKWELL AUTO INC COM
+$36.6K
118
增持
NTSX
WT US EFF CORE FUND
+$32.6K
4,600
+9%
清仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$31.2K
0
-100%
增持
QSIG
WT US SHT TRM CORP BND FUND
+$27.2K
3,502
+16%
增持
MSFT
MICROSOFT CORP COM
+$24.6K
237
+16%
减持
DTD
WT US DIV FUND
+$24.6K
7,776
-3%
清仓
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$24.3K
0
-100%
增持
QHY
WT US HYLD CORP BOND FUND
+$21.1K
7,524
+1%
清仓
IVT
INVENTRUST PPTYS CORP COM NEW
-$20.7K
0
-100%
减持
MTGP
WT MRGT PLUS BOND FUND
-$20.0K
3,839
-15%
清仓
TGT
TARGET CORP COM
-$16.6K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$13.1K
578
+0%
减持
AGGY
WT YLD ENH US AGG BOND FUND
+$12.7K
7,869
-2%
减持
VCSH
VNGRD ST CORP BOND ETF
-$12.1K
1,454
-12%
增持
VEA
VANGUARD FTSE DVLD MRKS ETF
+$12.1K
592
+59%
减持
VYM
VANGUARD H DIV INDEX ETF
-$12.1K
2,036
-12%
减持
SCHW
SCHWAB CHARLES CORP COM
+$11.9K
1,013
-4%
减持
BUG
GLOBAL X CYBR ETF
-$10.5K
1,903
-30%
增持
HD
HOME DEPOT INC COM
+$9.8K
43
+153%
建仓
CSCO
CISCO SYS INC COM
+$8.5K
169
增持
SPSM
SPDR PORT S&P 600 SMLCP ETF
+$8.5K
1,591
+0%
增持
IBM
INTRL BUS MACHS COM
+$8.1K
331
+1%
建仓
IJR
ISHARES CORE S&P SMALL CAP ETF
+$8.1K
75
减持
FMB
FT MNGD MUNI ETF
+$7.8K
3,250
-1%
减持
CII
BR ENH CAP & INM FD COM
-$7.5K
3,327
-12%
增持
UHS
UNIVERSAL HLTH SVCS INC CL B
+$7.0K
260
+0%
增持
SRE
SEMPRA COM
+$6.4K
965
+1%
清仓
—
DAVE INC CLASS A COM
-$6.2K
0
-100%
增持
FNDX
SCHWAB FND US LRG CO INDX ETF
+$5.9K
970
+0%
清仓
ABBV
ABBVIE INC COM
-$5.7K
0
-100%
增持
DE
DEERE & CO COM
+$5.6K
248
+0%
建仓
FTEC
FIDELITY MSCI INFO TECH INDX ETF
+$5.5K
38
增持
FNDA
SCHWAB FND US SML CO INDX ETF
+$5.4K
788
+0%
增持
WMT
WALMART INC COM
+$5.3K
109
+47%
清仓
BMY
BRISTOL-MYERS SQUIBB CO COM
-$5.2K
0
-100%
建仓
TSM
TAIWAN SEMI ADS
+$5.2K
50
减持
HYZD
WT INT RT HGDH H YLD BOND FUND
-$4.9K
7,453
-5%
建仓
FBCG
FIDELITY BLUE CHIP GRWTH ETF
+$4.9K
148
增持
OZK
BANK OZK COM
+$4.7K
357
+1%
增持
PSX
PHILLIPS 66 COM
+$4.6K
329
+1%
减持
AGZD
WT INT RT HDGD US AGG BOND FUND
-$4.5K
10,008
-1%
减持
VYMI
VNGD INTERNL HIGH DIV YLD
-$4.4K
2,267
-10%
建仓
ITGR
INTEGER HLDGS CORP COM
+$4.3K
43
减持
DEM
WT EMRG H DIV FUND
+$4.1K
1,642
-2%
减持
WCLD
WT CLD COMP FUND
+$4.1K
1,417
-8%
增持
PG
PRCTR GMBLE CO COM
+$4.0K
2,565
+1%
减持
WTPI
WT PUTWRITE STRY
-$3.9K
1,044
-13%
增持
XSOE
WT EMERG MRKTS EX ST OWND ENT FUND
+$3.8K
1,633
+1%
建仓
FHLC
FIDELITY MSCI HLTH CR INDX ETF
+$3.7K
57
减持
DGS
WT EMRG MRKT SMLCP DIV FUND
+$3.7K
1,318
-2%
减持
IQDG
WT INTRNL QLTY DVND GROWTH FUND
+$3.6K
2,137
-7%
增持
SPYV
SPDR PORT S&P 500 VALUE ETF
+$3.6K
643
+905%
清仓
—
WISDOMTREE GROWTH LEADERS FUND
-$3.6K
0
-100%
建仓
VV
VANGUARD LARGE-CAP ETF
+$3.3K
15
增持
MRK
MERCK & CO INC COM
+$3.2K
530
+1%
建仓
RWR
SPDR DOW JONES REIT ETF
+$3.1K
33
清仓
U
UNITY SOFTWARE INC COM
-$3.1K
0
-100%
增持
VIG
VANGUARD DIV APP ETF
+$3.1K
194
+1%
建仓
VPL
VANGUARD FTSE PACF ETF
+$3.0K
42
建仓
IGIB
ISHARES 5-10 YEAR INV CORP ETF
+$3.0K
58
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$2.9K
235
+0%
建仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$2.8K
28
减持
BND
VANGUARD TOTL BND MRKT ETF
-$2.8K
1,352
-8%
减持
MTUM
ISHARES MSCI USA MMNT FACTOR ETF
-$2.8K
684
-13%
建仓
—
BERRY CORP COM
+$2.8K
393
清仓
DOW
DOW INC COM
-$2.6K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC COM
-$2.6K
0
-100%
清仓
DKS
DICKS SPORTING GOODS INC COM
-$2.6K
0
-100%
清仓
WFC
WELLS FARGO CO NEW COM
-$2.5K
0
-100%
清仓
LW
LAMB WESTON HLDGS INC COM
-$2.5K
0
-100%
建仓
IGSB
ISHARES 1-5 YEAR INVT GRADE CORP BOND ETF
+$2.5K
48
增持
COP
CONOCOPHILLIPS COM
-$2.4K
635
+0%
减持
TSLA
TESLA INC COM
-$2.3K
169
-5%
清仓
NEE
NEXTERA ENERGY INC COM
-$2.2K
0
-100%
建仓
FCOM
FIDELITY MSCI COMM SRVC ETF
+$2.0K
46
增持
PRU
PRUDENTIAL FINL COM
+$2.0K
206
+1%
增持
DVY
ISHARES SLCT DIV ETF
+$2.0K
162
+3%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$1.9K
324
+0%
增持
FSCO
FS CREDIT OPP CORP COMM
+$1.9K
4,610
+3%
增持
—
EXXON MOBIL CORP COM
-$1.9K
113
+1%
建仓
GNR
SPDR S&P GLBL NTRL RESRS ETF
+$1.9K
33
增持
CVX
CHEVRON CORP NEW COM
-$1.8K
100
+1%
增持
ITOT
ISHARES S&P TLT STK MRK ETF
+$1.6K
137
+1%
建仓
WAB
WABTEC COM
+$1.5K
12
增持
RTX
RTX CORP COM
+$1.4K
113
+1%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$1.4K
57
+2%
增持
IWR
ISHARES RSL MIDCAP ETF
+$1.3K
153
+1%
建仓
FNCL
FIDELITY MSCI FIN INDX ETF
+$1.3K
24
增持
PFG
PRIN PNL GROUP INC COM
+$1.3K
163
+2%
建仓
FDIS
FIDELITY MSCI COMM DISC INDX ETF
+$1.2K
15
增持
SPYG
SPDR PORT S&P 500 GRWTH ETF
+$1.1K
193
+1%
增持
PH
PARKER-HANNIFIN CORP COM
+$1.1K
16
+7%
建仓
FSTA
FIDELITY COV TRST MSCI CON STPLES INDX ETF
+$1.1K
25
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$1.1K
184
+1%
增持
JPST
JPM ULTRA-SHORT INCM ETF
+$938
1,340
+1%
增持
ILTB
ISHARES CORE 10 YEAR USD BOND ETF
+$924
152
+1%
增持
D
DOMINION ENERGY INC COM
+$905
307
+1%
增持
FIXD
FT TCW OPP FI ETF
+$827
272
+1%
增持
OMC
OMNICOM GROUP INC COM
+$781
65
+2%
建仓
VGK
VANGUARD FTSE EUROPE ETF
+$774
12
减持
USMV
ISHARES MSCI USA MIN VOL ETF
+$768
2,179
-6%
建仓
IEMG
ISHARES CORE MSCI EM ETF
+$759
15
增持
IEI
ISHARES 3-7 YR TRSY BOND ETF
+$622
124
+1%
增持
TPR
TAPESTRY INC COM
+$591
71
+1%
增持
KO
COCA COLA CO COM
+$509
150
+1%
建仓
FENY
FIDELITY MSCI ENRG INDEX ETF
+$507
22
减持
ARKF
ARK FINTECH INNOV ETF
+$500
108
-16%
建仓
VWO
VANGUARD FTSE EMERG MRKTS ETF
+$493
12
增持
SPMB
SPDR PRT MRGT BCKD BOND ETF
+$418
278
+1%
增持
SHV
ISHARES SHORT TRSRY BOND ETF
+$403
257
+2%
增持
KMI
KINDER MORGAN INC DEL COM
+$400
300
+2%
减持
ICVT
ISHARES CONVRT BOND ETF
-$400
84
-11%
建仓
BKLN
INVESCO SENIOR LOAN ETF
+$381
18
增持
LMBS
FT LOW DUR OPP ETF
+$373
224
+1%
减持
SUB
ISHARES ST NATL MUNI BND ETF
-$351
2,587
-3%
增持
VGSH
VANGUARD ST TRSY ETF
+$314
214
+1%
增持
CMBS
ISHARES CMBS ETF
+$296
133
+1%
增持
JNJ
JOHNSON & JOHNSON COM
+$286
133
+1%
