TEALWOOD ASSET MANAGEMENT INC
Minneapolis MN · SEC CIK 0001164062
$2.61亿2026Q2 申报市值
121持仓数
16.8%前十大占比 · 第一大 2.4%
9 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NRG 新建仓+$235.20万
LLY 加仓+$199.33万
TGTX 新建仓+$199.10万
LGND 新建仓+$182.50万
AMZN 新建仓+$178.50万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$347.03万
MRVL 减仓-$285.57万
DELL 减仓-$255.88万
TER 减仓-$215.77万
AMAT 减仓-$198.71万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $281.60万 | 1.08% | 4,999 | 20 | 0.4% | $1.13万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $285.10万 | 1.09% | 8,430 | 105 | 1.3% | $3.55万 | 加仓 |
| CMI | CUMMINS INC | $288.70万 | 1.11% | 4,048 | -1,617 | -28.5% | -$115.32万 | 减仓 |
| MOD | MODINE MFG CO | $289.30万 | 1.11% | 10,836 | -143 | -1.3% | -$3.82万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $300.90万 | 1.16% | 6,945 | -1,820 | -20.8% | -$78.85万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $311.90万 | 1.20% | 15,472 | -17 | -0.1% | -$3,427 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $313.50万 | 1.20% | 12,345 | -2,368 | -16.1% | -$60.14万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $319.70万 | 1.23% | 28,362 | -170 | -0.6% | -$1.92万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $330.30万 | 1.27% | 5,686 | -5,974 | -51.2% | -$347.03万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $331.30万 | 1.27% | 9,894 | -205 | -2.0% | -$6.86万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $331.30万 | 1.27% | 9,716 | -48 | -0.5% | -$1.64万 | 减仓 |
| AZN | ASTRAZENECA PLC | $333.30万 | 1.28% | 17,577 | -12 | -0.1% | -$2,275 | 减仓 |
| USB | US BANCORP | $338.80万 | 1.30% | 56,093 | 45 | 0.1% | $2,718 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $343.30万 | 1.32% | 11,525 | -9,587 | -45.4% | -$285.57万 | 减仓 |
| NVS | NOVARTIS AG | $349.00万 | 1.34% | 22,271 | -91 | -0.4% | -$1.43万 | 减仓 |
| AMAT | APPLIED MATLS INC | $349.40万 | 1.34% | 4,832 | -2,748 | -36.3% | -$198.71万 | 减仓 |
| TXN | TEXAS INSTRS INC | $350.10万 | 1.34% | 11,746 | -277 | -2.3% | -$8.26万 | 减仓 |
| FTNT | FORTINET INC | $350.80万 | 1.35% | 22,833 | -201 | -0.9% | -$3.09万 | 减仓 |
| AVGO | BROADCOM INC | $369.10万 | 1.42% | 9,770 | 10 | 0.1% | $3,778 | 加仓 |
| ABBV | ABBVIE INC | $374.60万 | 1.44% | 14,888 | 75 | 0.5% | $1.89万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $375.30万 | 1.44% | 11,259 | -5,898 | -34.4% | -$196.60万 | 减仓 |
| CSCO | CISCO SYS INC | $379.30万 | 1.46% | 32,294 | -9,851 | -23.4% | -$115.70万 | 减仓 |
| TER | TERADYNE INC | $380.60万 | 1.46% | 7,867 | -4,460 | -36.2% | -$215.77万 | 减仓 |
| NTAP | NETAPP INC | $406.60万 | 1.56% | 26,275 | -217 | -0.8% | -$3.36万 | 减仓 |
| GOOGL | ALPHABET INC | $456.70万 | 1.75% | 12,781 | -3,949 | -23.6% | -$141.11万 | 减仓 |
| LLY | ELI LILLY & CO | $488.60万 | 1.88% | 4,074 | 1,662 | 68.9% | $199.33万 | 加仓 |
| KLAC | KLA CORP | $516.10万 | 1.98% | 17,106 | -44 | -0.3% | -$1.33万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $617.60万 | 2.37% | 14,313 | -5,930 | -29.3% | -$255.88万 | 减仓 |