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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 34 项建仓 2增持 26减持 5清仓 1

方向

标的

Δ市值

现股数(环比)

增持

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

+$2.2M

333,549 +6%

增持

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

+$1.5M

86,915 +12%

增持

EPS WISDOMTREE U.S. LARGECAP FUND

+$1.5M

421,078

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

DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND

-$1.2M

119,821 -13%

增持

SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF

+$1.1M

57,915 +142%

增持

PTRB PGIM TOTAL RETURN BOND ETF

+$698.4K

224,606 +9%

增持

PSDM PGIM SHORT DURATION MULTI-SECTOR BOND ETF

+$585.8K

115,387 +12%

减持

USFR WISDOMTREE FLOATING RATE TREASURY FUND

-$415.2K

406,598 -2%

增持

USMF WISDOMTREE U.S. MULTIFACTOR FUND

+$345.1K

360,028 +5%

增持

COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF

+$278.6K

130,738 +4%

建仓

QSIG WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND

+$222.8K

4,679

建仓

AMZN AMAZON COM INC COM

+$219.7K

1,137

增持

GLDM SPDR GOLD MINISHARES TRUST

+$214.8K

69,521 +2%

减持

BSV VANGUARD SHORT-TERM BOND ETF

-$211.8K

13,980 -17%

清仓

NTSX WISDOMTREE U.S. EFFICIENT CORE FUND

-$209.5K

0 -100%

增持

COWZ PACER US CASH COWS 100 ETF

-$176.4K

118,943 +4%

增持

DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND

+$168.0K

25,270 +9%

增持

AAPL APPLE INC COM

+$154.3K

3,492 +3%

增持

DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND

-$138.0K

93,332 +1%

增持

WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST

+$87.8K

95,518 +5%

减持

EES WISDOMTREE U.S. SMALLCAP FUND

-$87.3K

5,679 -20%

增持

PULS PGIM ULTRA SHORT BOND ETF

+$65.9K

29,468 +5%

增持

COST COSTCO WHSL CORP NEW COM

+$42.3K

344 +1%

减持

GCC WISDOMTREE ENHANCED COMMODITY STGY FD

+$35.7K

107,367 -1%

增持

IVV ISHARES CORE S&P 500 ETF

+$20.7K

831 +1%

增持

UNH UNITEDHEALTH GROUP INC COM

+$18.1K

547 +4%

增持

PG PROCTER AND GAMBLE CO COM

+$9.5K

2,596 +1%

增持

QHY WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND

+$9.3K

10,922 +4%

增持

EZM WISDOMTREE U.S. MIDCAP FUND

-$3.7K

22,781 +5%

增持

SCHO SCHWAB SHORT-TERM US TREASURY ETF

+$3.6K

8,288 +1%

增持

DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND

+$3.0K

7,389 +0%

增持

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF

-$1.6K

2,203 +1%

增持

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

+$497

2,498 +0%

增持

AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND

-$144

6,688 +1%