Teewinot Capital Advisers, L.L.C.
Norwalk CT · SEC CIK 0001574886
$13.82亿2026Q2 申报市值
31持仓数
68.4%前十大占比 · 第一大 11.5%
1 / 3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
COF 加仓+$5,931.77万
LUV 加仓+$5,130.64万
MSFT 加仓+$3,535.60万
PHM 加仓+$2,619.97万
LLY 加仓+$2,084.73万
2026Q2 卖出最多 按季末市值估算
WFC 减仓-$6,912.64万
MA 清仓-$4,376.92万
AMZN 减仓-$3,000.99万
BAC 减仓-$1,828.72万
C 减仓-$697.59万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $1.58亿 | 11.45% | 131,992 | 17,381 | 15.2% | $2,084.73万 | 加仓 |
| GOOGL | ALPHABET INC | $1.08亿 | 7.82% | 302,663 | 6,027 | 2.0% | $215.39万 | 加仓 |
| AMZN | AMAZON COM INC | $9,830.83万 | 7.11% | 412,471 | -125,912 | -23.4% | -$3,000.99万 | 减仓 |
| META | META PLATFORMS INC | $9,594.18万 | 6.94% | 170,324 | 28,174 | 19.8% | $1,587.01万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,983.02万 | 6.50% | 448,949 | -34,570 | -7.1% | -$691.71万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $8,911.34万 | 6.45% | 444,190 | 295,672 | 199.1% | $5,931.77万 | 加仓 |
| C | CITIGROUP INC | $8,600.77万 | 6.22% | 614,516 | -49,842 | -7.5% | -$697.59万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $7,856.32万 | 5.68% | 1,527,872 | 997,791 | 188.2% | $5,130.64万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $7,075.23万 | 5.12% | 980,492 | -91,350 | -8.5% | -$659.18万 | 减仓 |
| NFLX | NETFLIX INC. | $7,051.81万 | 5.10% | 987,648 | -37,767 | -3.7% | -$269.66万 | 减仓 |
| HD | HOME DEPOT INC | $6,472.14万 | 4.68% | 183,513 | 23,414 | 14.6% | $825.76万 | 加仓 |
| GM | GENERAL MTRS CO | $6,395.20万 | 4.63% | 829,684 | -32,297 | -3.7% | -$248.95万 | 减仓 |
| MS | MORGAN STANLEY | $5,762.86万 | 4.17% | 275,682 | -3,069 | -1.1% | -$64.15万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $4,295.13万 | 3.11% | 447,503 | -16,480 | -3.6% | -$158.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,852.74万 | 2.79% | 103,285 | 94,783 | 1,114.8% | $3,535.60万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $3,623.28万 | 2.62% | 559,580 | -2,960 | -0.5% | -$19.17万 | 减仓 |
| BAC | BANK OF AMER CORP | $3,493.86万 | 2.53% | 613,173 | -320,941 | -34.4% | -$1,828.72万 | 减仓 |
| PHM | PULTE GROUP INC | $3,382.58万 | 2.45% | 246,526 | 190,946 | 343.6% | $2,619.97万 | 加仓 |
| VLRS | CONTROLADORA VUELA COMP DE A | $1,400.87万 | 1.01% | 1,495,062 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1,047.14万 | 0.76% | 55,191 | -4,801 | -8.0% | -$91.09万 | 减仓 |
| WFC | WELLS FARGO & CO | $900.29万 | 0.65% | 108,941 | -836,476 | -88.5% | -$6,912.64万 | 减仓 |
| EOG | EOG RES INC | $487.73万 | 0.35% | 37,596 | -3,976 | -9.6% | -$51.58万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $422.13万 | 0.31% | 8,436 | -1,049 | -11.1% | -$52.49万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $386.83万 | 0.28% | 18,251 | -10,374 | -36.2% | -$219.88万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $365.91万 | 0.26% | 102,640 | 0 | 0.0% | — | 不变 |
| SAH | SONIC AUTOMOTIVE INC | $332.89万 | 0.24% | 39,260 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $258.66万 | 0.19% | 27,617 | 27,617 | — | $258.66万 | 新建仓 |
| BX | BLACKSTONE INC | $245.57万 | 0.18% | 20,869 | -789 | -3.6% | -$9.28万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $202.66万 | 0.15% | 11,370 | -430 | -3.6% | -$7.66万 | 减仓 |
| AZO | AUTOZONE INC | $188.88万 | 0.14% | 591 | -22 | -3.6% | -$7.03万 | 减仓 |
| DHR | DANAHER CORP DEL | $165.43万 | 0.12% | 8,685 | -328 | -3.6% | -$6.25万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -87,598 | -100.0% | -$4,376.92万 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | -18,782 | -100.0% | -$388.26万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -15,202 | -100.0% | -$371.60万 | 清仓 |