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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $130.00万 | 0.50% | 14,327 | 175 | 1.2% | $1.59万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $127.80万 | 0.49% | 10,379 | 27 | 0.3% | $3,325 | 加仓 |
| LOGI | LOGITECH INTL S A | $127.70万 | 0.49% | 13,579 | -37 | -0.3% | -$3,480 | 减仓 |
| CPAY | CORPAY INC | $127.00万 | 0.49% | 3,810 | -1 | -0.0% | -$333 | 减仓 |
| NMIH | NMI HLDGS INC | $124.20万 | 0.48% | 30,224 | 74 | 0.2% | $3,041 | 加仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $123.60万 | 0.47% | 10,927 | 10,927 | — | $123.60万 | 新建仓 |
| BOX | BOX INC | $117.40万 | 0.45% | 44,234 | 277 | 0.6% | $7,352 | 加仓 |
| CCJ | CAMECO CORP | $115.80万 | 0.44% | 11,366 | -13,593 | -54.5% | -$138.49万 | 减仓 |
| CRM | SALESFORCE INC | $110.20万 | 0.42% | 7,036 | 2 | 0.0% | $313 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $104.70万 | 0.40% | 4,579 | -273 | -5.6% | -$6.24万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $102.10万 | 0.39% | 10,280 | 41 | 0.4% | $4,072 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $99.10万 | 0.38% | 17,324 | -678 | -3.8% | -$3.88万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $88.50万 | 0.34% | 2,682 | -337 | -11.2% | -$11.12万 | 减仓 |
| PTC | PTC INC | $74.00万 | 0.28% | 6,514 | 63 | 1.0% | $7,157 | 加仓 |
| T | AT&T INC | $68.40万 | 0.26% | 33,064 | -117 | -0.4% | -$2,420 | 减仓 |
| WMT | WALMART INC | $56.90万 | 0.22% | 5,025 | -450 | -8.2% | -$5.10万 | 减仓 |
| ADBE | ADOBE INC | $46.70万 | 0.18% | 2,276 | -3,016 | -57.0% | -$61.88万 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $43.50万 | 0.17% | 20,350 | 0 | 0.0% | — | 不变 |
| INOD | INNODATA INC | $33.30万 | 0.13% | 4,400 | 0 | 0.0% | — | 重新持有 |
| CAT | CATERPILLAR INC | $32.70万 | 0.13% | 307 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $29.70万 | 0.11% | 468 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -52,206 | -100.0% | -$173.10万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -60,244 | -100.0% | -$142.50万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -6,413 | -100.0% | -$132.60万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -22,187 | -100.0% | -$82.60万 | 清仓 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | -41,480 | -100.0% | -$59.30万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -4,512 | -100.0% | -$29.50万 | 清仓 |
| CELC | CELCUITY INC | $0 | 0.00% | 0 | -1,855 | -100.0% | -$21.20万 | 清仓 |