13F 机构持仓

Teamwork Financial Advisors, LLC

San Antonio TX · SEC CIK 0001629931

2026Q22026Q1 更早 9 个季度 🔒
$9.46亿2026Q1 申报市值
216持仓数
26.8%前十大占比 · 第一大 4.1%
32 / 20新建仓 / 清仓
申报市值走势$11.02亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 4.1%
AMZN 3.9%
NVDA 3.2%
MSFT 2.5%
CGDV 2.4%
BIL 2.4%
GRNJ 2.1%
GOOGL 2.1%
ICOW 2.0%
XAR 2.0%

2026Q1 买入最多 按季末市值估算

GRNJ 新建仓+$2,001.94万
ICOW 新建仓+$1,939.90万
PAVE 新建仓+$1,825.63万
XAR 加仓+$1,818.96万
CVX 加仓+$1,209.28万

2026Q1 卖出最多 按季末市值估算

COWG 减仓-$1,920.87万
LRCX 减仓-$1,811.69万
EXPE 清仓-$1,458.17万
SPGI 减仓-$1,226.34万
NET 减仓-$1,186.39万

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
EXPE EXPEDIA GROUP INC $00.00%0 -51,469-100.0% -$1,458.17万 清仓
PFE PFIZER INC $00.00%0 —— — 申报中断
WTW WILLIS TOWERS WATSON PLC LTD $00.00%0 -6,293-100.0% -$206.79万 清仓
TTD THE TRADE DESK INC $00.00%0 -49,883-100.0% -$189.36万 清仓
— ISHARES ETHEREUM TR $00.00%0 -81,422-100.0% -$182.63万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -28,034-100.0% -$163.66万 清仓
LRCX LAM RESEARCH CORP 看涨期权 $00.00%0 -6,500-100.0% -$111.27万 清仓
ETH GRAYSCALE ETHEREUM MINI TR E $00.00%0 -32,206-100.0% -$90.37万 清仓
PANW PALO ALTO NETWORKS INC 看涨期权 $00.00%0 -4,600-100.0% -$84.73万 清仓
VGT VANGUARD WORLD FD $00.00%0 —— — 申报中断
GEV GE VERNOVA INC 看涨期权 $00.00%0 -1,000-100.0% -$65.36万 清仓
IBIT ISHARES BITCOIN TRUST ETF $00.00%0 -8,892-100.0% -$44.15万 清仓
SNOW SNOWFLAKE INC $00.00%0 —— — 申报中断
SMH VANECK ETF TRUST $00.00%0 —— — 申报中断
CME CME GROUP INC $00.00%0 -905-100.0% -$24.71万 清仓
VHT VANGUARD WORLD FD $00.00%0 -825-100.0% -$23.74万 清仓
TDG TRANSDIGM GROUP INC $00.00%0 -175-100.0% -$23.27万 清仓
MA MASTERCARD INCORPORATED $00.00%0 —— — 申报中断
SCHV SCHWAB STRATEGIC TR $00.00%0 -7,184-100.0% -$21.27万 清仓
GWW WW GRAINGER INC $00.00%0 -203-100.0% -$20.45万 清仓
PAAA PGIM ETF TR $00.00%0 —— — 申报中断
IBIT ISHARES BITCOIN TRUST ETF 看涨期权 $00.00%0 -2,500-100.0% -$12.41万 清仓
ISRG INTUITIVE SURGICAL INC 看涨期权 $00.00%0 -200-100.0% -$11.33万 清仓
MSTR STRATEGY INC 看涨期权 $00.00%0 -700-100.0% -$10.64万 清仓
PFLT PENNANTPARK FLOATING RATE CA $00.00%0 -10,844-100.0% -$10.05万 清仓
CAT CATERPILLAR INC 看涨期权 $00.00%0 -100-100.0% -$5.73万 清仓
— FATHOM HOLDINGS INC $6,5740.00%12,402 00.0% — 不变
EOSE EOS ENERGY ENTERPRISES INC $7.49万0.01%15,101 15,101— $7.49万 新建仓
GS GOLDMAN SACHS GROUP INC 看涨期权 $8.46万0.01%100 -500-83.3% -$42.30万 减仓
EMR EMERSON ELEC CO 看涨期权 $11.79万0.01%900 -6,000-87.0% -$78.61万 减仓
OBDC BLUE OWL CAPITAL CORPORATION $12.01万0.01%10,859 3453.3% $3,816 加仓
F FORD MTR CO $13.22万0.01%11,456 11,456— $13.22万 新建仓
V VISA INC 看涨期权 $15.11万0.02%500 00.0% — 不变
AVGO BROADCOM INC 看涨期权 $15.48万0.02%500 500— $15.48万 新建仓
S SENTINELONE INC $18.71万0.02%14,523 -113,926-88.7% -$146.74万 减仓
RDDT REDDIT INC 看涨期权 $20.20万0.02%1,500 1,500— $20.20万 新建仓
FDX FEDEX CORP $20.46万0.02%574 -360-38.5% -$12.83万 重新持有
DVN DEVON ENERGY CORP NEW $20.54万0.02%4,082 -2,642-39.3% -$13.29万 重新持有
MGK VANGUARD WORLD FD $20.76万0.02%565 -3-0.5% -$1,102 减仓
SCHW SCHWAB CHARLES CORP $20.89万0.02%2,223 -181-7.5% -$1.70万 减仓
UPS UNITED PARCEL SVCS INC $20.89万0.02%2,123 -16,228-88.4% -$159.68万 减仓
VTV VANGUARD INDEX FDS $21.97万0.02%1,120 1,120— $21.97万 新建仓
MPLX MPLX LP $22.31万0.02%3,910 00.0% — 不变
MCD MCDONALDS CORP $22.33万0.02%719 639.6% $1.96万 加仓
XLV SELECT SECTOR SPDR TR $22.67万0.02%1,546 785.3% $1.14万 重新持有
IUSG ISHARES TR $22.80万0.02%1,470 1,470— $22.80万 新建仓
BTI BRITISH AMERN TOB PLC $23.05万0.02%3,943 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $23.55万0.02%400 -4-1.0% -$2,355 减仓
RTX RTX CORPORATION $23.66万0.02%1,226 181.5% $3,473 加仓
KO COCA COLA CO $24.49万0.03%3,220 1575.1% $1.19万 重新持有
ANET ARISTA NETWORKS INC 看涨期权 $24.56万0.03%2,000 00.0% — 不变
ATO ATMOS ENERGY CORP $24.86万0.03%1,346 00.0% — 不变
XLC SELECT SECTOR SPDR TR $25.55万0.03%2,305 25412.4% $2.82万 加仓
VST VISTRA CORP 看涨期权 $25.56万0.03%1,700 1,700— $25.56万 新建仓
UBER UBER TECHNOLOGIES INC 看涨期权 $25.89万0.03%3,600 00.0% — 不变
VUG VANGUARD INDEX FDS $27.08万0.03%620 620— $27.08万 新建仓
SPGI S&P GLOBAL INC $27.90万0.03%656 -28,832-97.8% -$1,226.34万 减仓
QCOM QUALCOMM INC $28.00万0.03%2,174 -11,167-83.7% -$143.81万 减仓
BA BOEING CO $28.44万0.03%1,429 -6-0.4% -$1,194 减仓
WWD WOODWARD INC $29.06万0.03%812 00.0% — 不变
LRCX LAM RESEARCH CORP $29.34万0.03%1,373 -84,793-98.4% -$1,811.69万 减仓
SLV ISHARES SILVER TR $29.85万0.03%4,381 4,381— $29.85万 新建仓
XLK SELECT SECTOR SPDR TR $30.23万0.03%2,275 86861.7% $11.53万 加仓
HD HOME DEPOT INC $30.46万0.03%926 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT IN $31.28万0.03%2,051 -675-24.8% -$10.29万 减仓
JMUB J P MORGAN EXCHANGE TRADED F $31.36万0.03%6,274 200.3% $1,000 加仓
PEP PEPSICO INC $32.10万0.03%2,067 -11,569-84.8% -$179.64万 减仓
ETN EATON CORP PLC 看涨期权 $32.19万0.03%900 900— $32.19万 新建仓
SCHG SCHWAB STRATEGIC TR $32.35万0.03%11,104 1961.8% $5,709 加仓
ENB ENBRIDGE INC $32.59万0.03%6,020 -245-3.9% -$1.33万 减仓
ET ENERGY TRANSFER L P $32.78万0.03%16,982 -1,641-8.8% -$3.17万 减仓
CDNS CADENCE DESIGN SYSTEM INC 看涨期权 $33.34万0.04%1,200 1,200— $33.34万 新建仓
XLY SELECT SECTOR SPDR TR $33.53万0.04%3,077 47218.1% $5.14万 加仓
VTI VANGUARD INDEX FDS $34.33万0.04%1,070 42766.4% $13.70万 加仓
RKLB ROCKET LAB CORP $34.37万0.04%5,352 -6,283-54.0% -$40.35万 减仓
TJX TJX COS INC NEW 看涨期权 $35.13万0.04%2,200 2,200— $35.13万 新建仓
AXON AXON ENTERPRISE INC $35.84万0.04%844 -24,508-96.7% -$1,040.83万 减仓
HYMB SPDR SERIES TRUST $36.08万0.04%14,550 -3,900-21.1% -$9.67万 减仓
LMT LOCKHEED MARTIN CORP $36.43万0.04%603 7814.9% $4.71万 加仓
IRM IRON MTN INC DEL $36.57万0.04%3,580 -873-19.6% -$8.92万 减仓
BNY BANK NEW YORK MELLON CORP 看涨期权 $36.78万0.04%3,100 3,100— $36.78万 新建仓
JNJ JOHNSON & JOHNSON $36.89万0.04%1,509 674.6% $1.64万 加仓
VXF VANGUARD INDEX FDS $37.04万0.04%1,800 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $37.81万0.04%1,758 -44-2.4% -$9,463 减仓
OKE ONEOK INC NEW 看涨期权 $37.96万0.04%4,200 4,200— $37.96万 新建仓
JQUA J P MORGAN EXCHANGE TRADED F $38.33万0.04%6,250 180.3% $1,104 加仓
SPYG SPDR SERIES TRUST $38.60万0.04%3,942 -122-3.0% -$1.19万 减仓
PM PHILIP MORRIS INTL INC $39.32万0.04%2,378 00.0% — 不变
GE GE AEROSPACE 看涨期权 $39.73万0.04%1,400 1,400— $39.73万 新建仓
COST COSTCO WHOLESALE CORPORATION 看涨期权 $39.86万0.04%400 -100-20.0% -$9.96万 减仓
MTUM ISHARES TR $40.80万0.04%1,700 10.1% $240 加仓
IJR ISHARES TR $40.98万0.04%3,297 -128-3.7% -$1.59万 减仓
AMLP ALPS ETF TR $41.39万0.04%7,863 -435-5.2% -$2.29万 减仓
AXP AMERICAN EXPRESS CO 看涨期权 $42.35万0.04%1,400 1,400— $42.35万 新建仓
ABBV ABBVIE INC $42.88万0.05%1,972 90.5% $1,957 加仓
CRWD CROWDSTRIKE HLDGS INC 看涨期权 $42.95万0.05%1,100 -300-21.4% -$11.71万 减仓
SPY STATE STR SPDR S&P 500 ETF T $43.34万0.05%666 -3-0.4% -$1,952 减仓
UNH UNITEDHEALTH GROUP INC $43.35万0.05%1,602 -10,535-86.8% -$285.07万 减仓
NFLX NETFLIX INC. 看涨期权 $44.23万0.05%4,600 1,60053.3% $15.38万 加仓
AMD ADVANCED MICRO DEVICES INC 看涨期权 $44.75万0.05%2,200 -200-8.3% -$4.07万 减仓