TEALWOOD ASSET MANAGEMENT INC
Minneapolis MN · SEC CIK 0001164062
$2.20亿2026Q1 申报市值
118持仓数
16.1%前十大占比 · 第一大 2.2%
10 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$346.90万
VRT 新建仓+$253.10万
BAM 新建仓+$228.70万
NFLX 新建仓+$170.50万
DXCM 新建仓+$161.30万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$329.20万
GEN 清仓-$222.20万
KLAC 减仓-$216.58万
ELECTRONIC ARTS 清仓-$182.30万
LRCX 减仓-$156.46万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CPAY | CORPAY INC | $110.90万 | 0.50% | 3,811 | -14 | -0.4% | -$4,074 | 减仓 |
| BOX | BOX INC | $103.90万 | 0.47% | 43,957 | 314 | 0.7% | $7,422 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $103.10万 | 0.47% | 3,019 | -152 | -4.8% | -$5.19万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $102.50万 | 0.47% | 10,239 | 50 | 0.5% | $5,005 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $101.70万 | 0.46% | 18,002 | -157 | -0.9% | -$8,870 | 减仓 |
| MAS | MASCO CORP | $100.40万 | 0.46% | 16,628 | 76 | 0.5% | $4,589 | 加仓 |
| T | AT&T INC | $96.20万 | 0.44% | 33,181 | -137 | -0.4% | -$3,972 | 减仓 |
| PTC | PTC INC | $91.90万 | 0.42% | 6,451 | 49 | 0.8% | $6,980 | 加仓 |
| G | GENPACT LIMITED | $82.60万 | 0.38% | 22,187 | -206 | -0.9% | -$7,669 | 减仓 |
| WMT | WALMART INC | $68.00万 | 0.31% | 5,475 | 675 | 14.1% | $8.38万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $64.70万 | 0.29% | 4,852 | 139 | 2.9% | $1.85万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $64.10万 | 0.29% | 3,066 | -34 | -1.1% | -$7,108 | 减仓 |
| VRRM | VERRA MOBILITY CORP | $59.30万 | 0.27% | 41,480 | -435 | -1.0% | -$6,219 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $37.80万 | 0.17% | 20,350 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $29.50万 | 0.13% | 4,512 | 12 | 0.3% | $785 | 加仓 |
| DE | DEERE & CO | $26.40万 | 0.12% | 468 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $21.70万 | 0.10% | 307 | 307 | — | $21.70万 | 新建仓 |
| CELC | CELCUITY INC | $21.20万 | 0.10% | 1,855 | 1,855 | — | $21.20万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -17,905 | -100.0% | -$329.20万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -81,715 | -100.0% | -$222.20万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -8,922 | -100.0% | -$182.30万 | 清仓 |
| ADMA | ADMA BIOLOGICS INC | $0 | 0.00% | 0 | -72,087 | -100.0% | -$131.50万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -15,385 | -100.0% | -$114.60万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -20,847 | -100.0% | -$112.20万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -12,505 | -100.0% | -$105.30万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -4,275 | -100.0% | -$91.80万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -5,001 | -100.0% | -$91.10万 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -14,370 | -100.0% | -$50.00万 | 清仓 |
| INOD | INNODATA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |