Teewinot Capital Advisers, L.L.C.
Norwalk CT · SEC CIK 0001574886
$12.54亿2026Q1 申报市值
33持仓数
68.5%前十大占比 · 第一大 8.9%
3 / 1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
AMZN 加仓+$3,497.82万
NFLX 加仓+$3,348.16万
UBER 加仓+$3,345.87万
NVDA 加仓+$3,110.15万
LUV 新建仓+$1,991.51万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$8,507.53万
GOOGL 减仓-$2,599.51万
LLY 减仓-$2,529.37万
META 减仓-$2,300.13万
MA 减仓-$1,552.34万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -26,125 | -100.0% | -$132.92万 | 清仓 |
| DHR | DANAHER CORP DEL | $170.89万 | 0.14% | 9,013 | -7,648 | -45.9% | -$145.01万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $198.73万 | 0.16% | 472 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $207.06万 | 0.17% | 613 | -204 | -25.0% | -$68.91万 | 减仓 |
| BX | BLACKSTONE INC | $249.05万 | 0.20% | 21,658 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $250.65万 | 0.20% | 102,640 | 0 | 0.0% | — | 不变 |
| SAH | SONIC AUTOMOTIVE INC | $269.21万 | 0.21% | 39,260 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $314.72万 | 0.25% | 8,502 | 8,502 | — | $314.72万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $371.60万 | 0.30% | 15,202 | 15,202 | — | $371.60万 | 新建仓 |
| MTB | M & T BK CORP | $388.26万 | 0.31% | 18,782 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $454.52万 | 0.36% | 9,485 | -177,536 | -94.9% | -$8,507.53万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $560.99万 | 0.45% | 28,625 | 10,506 | 58.0% | $205.90万 | 加仓 |
| EOG | EOG RES INC | $601.01万 | 0.48% | 41,572 | -456 | -1.1% | -$6.59万 | 减仓 |
| PHM | PULTE GROUP INC | $653.68万 | 0.52% | 55,580 | 0 | 0.0% | — | 不变 |
| VLRS | CONTROLADORA VUELA COMP DE A | $1,082.42万 | 0.86% | 1,495,062 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $1,157.25万 | 0.92% | 59,992 | 21,156 | 54.5% | $408.10万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1,991.51万 | 1.59% | 530,081 | 530,081 | — | $1,991.51万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $2,709.41万 | 2.16% | 148,518 | -40,891 | -21.6% | -$745.97万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $3,251.48万 | 2.59% | 562,540 | -145,629 | -20.6% | -$841.74万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4,376.92万 | 3.49% | 87,598 | -31,068 | -26.2% | -$1,552.34万 | 减仓 |
| BAC | BANK AMERICA CORP | $4,553.81万 | 3.63% | 934,114 | -22,420 | -2.3% | -$109.30万 | 减仓 |
| MS | MORGAN STANLEY | $4,587.41万 | 3.66% | 278,751 | 37,580 | 15.6% | $618.45万 | 加仓 |
| HD | HOME DEPOT INC | $5,265.50万 | 4.20% | 160,099 | 25,937 | 19.3% | $853.04万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $5,821.13万 | 4.64% | 463,983 | 108,172 | 30.4% | $1,357.13万 | 加仓 |
| GM | GENERAL MTRS CO | $6,421.76万 | 5.12% | 861,981 | 159,623 | 22.7% | $1,189.19万 | 加仓 |
| WFC | WELLS FARGO & CO | $7,526.46万 | 6.00% | 945,417 | 15,683 | 1.7% | $124.85万 | 加仓 |
| C | CITIGROUP INC | $7,534.48万 | 6.01% | 664,358 | 161,000 | 32.0% | $1,825.90万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $7,709.76万 | 6.15% | 1,071,842 | 465,157 | 76.7% | $3,345.87万 | 加仓 |
| META | META PLATFORMS INC | $8,132.83万 | 6.49% | 142,150 | -40,203 | -22.0% | -$2,300.13万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $8,433.01万 | 6.73% | 483,519 | 178,325 | 58.4% | $3,110.15万 | 加仓 |
| GOOGL | ALPHABET INC | $8,530.06万 | 6.80% | 296,636 | -90,399 | -23.4% | -$2,599.51万 | 减仓 |
| NFLX | NETFLIX INC. | $9,858.80万 | 7.86% | 1,025,415 | 348,243 | 51.4% | $3,348.16万 | 加仓 |
| LLY | ELI LILLY & CO | $1.05亿 | 8.41% | 114,611 | -27,500 | -19.4% | -$2,529.37万 | 减仓 |
| AMZN | AMAZON COM INC | $1.12亿 | 8.94% | 538,383 | 167,940 | 45.3% | $3,497.82万 | 加仓 |