Teamwork Financial Advisors, LLC
San Antonio TX · SEC CIK 0001629931
$11.02亿2026Q2 申报市值
215持仓数
27.8%前十大占比 · 第一大 4.1%
21 / 28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
BIL 加仓+$1,463.30万
LLY 新建仓+$1,278.83万
UNH 加仓+$1,234.94万
NOW 加仓+$1,221.49万
PM 加仓+$1,145.47万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$2,691.30万
CRWD 减仓-$2,028.96万
CVX 减仓-$945.58万
PPG 清仓-$925.75万
RDDT 清仓-$662.45万
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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | $40.72万 | 0.04% | 1,024 | -107 | -9.5% | -$4.26万 | 减仓 |
| IAU | ISHARES GOLD TR | $41.49万 | 0.04% | 5,495 | -138 | -2.4% | -$1.04万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $43.73万 | 0.04% | 13,677 | 2 | 0.0% | $64 | 加仓 |
| VXF | VANGUARD INDEX FDS | $44.32万 | 0.04% | 1,800 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $44.98万 | 0.04% | 7,231 | -1,470 | -16.9% | -$9.14万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $45.09万 | 0.04% | 8,490 | -1,656 | -16.3% | -$8.79万 | 减仓 |
| IRM | IRON MTN INC DEL | $45.25万 | 0.04% | 3,582 | 2 | 0.1% | $253 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $45.30万 | 0.04% | 6,267 | 17 | 0.3% | $1,229 | 加仓 |
| CVX | CHEVRON CORPORATION 看涨期权 | $46.41万 | 0.04% | 2,800 | -4,800 | -63.2% | -$79.56万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $46.51万 | 0.04% | 3,909 | -33 | -0.8% | -$3,927 | 减仓 |
| T | AT&T INC | $46.70万 | 0.04% | 22,558 | -592 | -2.6% | -$1.23万 | 减仓 |
| IJR | ISHARES TR | $46.92万 | 0.04% | 3,164 | -133 | -4.0% | -$1.97万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $49.19万 | 0.04% | 3,113 | -130 | -4.0% | -$2.05万 | 减仓 |
| PSX | PHILLIPS 66 | $49.47万 | 0.04% | 2,926 | 4 | 0.1% | $676 | 加仓 |
| WPC | WP CAREY INC | $49.56万 | 0.04% | 6,931 | -280 | -3.9% | -$2.00万 | 减仓 |
| ABBV | ABBVIE INC | $50.53万 | 0.05% | 2,009 | 37 | 1.9% | $9,306 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $51.70万 | 0.05% | 11,402 | 1,073 | 10.4% | $4.86万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $51.86万 | 0.05% | 12,247 | -174 | -1.4% | -$7,367 | 减仓 |
| GLD | SPDR GOLD TR | $52.57万 | 0.05% | 1,427 | 128 | 9.9% | $4.72万 | 加仓 |
| SYY | SYSCO CORP 看涨期权 | $52.66万 | 0.05% | 6,300 | 6,300 | — | $52.66万 | 新建仓 |
| SYY | SYSCO CORP | $52.78万 | 0.05% | 6,315 | 6,315 | — | $52.78万 | 新建仓 |
| EPR | EPR PPTYS | $53.73万 | 0.05% | 9,262 | -373 | -3.9% | -$2.16万 | 减仓 |
| HD | HOME DEPOT INC | $53.73万 | 0.05% | 1,523 | 597 | 64.5% | $21.06万 | 加仓 |
| MO | ALTRIA GROUP INC | $54.09万 | 0.05% | 7,518 | -25 | -0.3% | -$1,799 | 减仓 |
| RKLB | ROCKET LAB CORP | $54.40万 | 0.05% | 5,352 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $54.88万 | 0.05% | 1,272 | 1,272 | — | $54.88万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看涨期权 | $55.04万 | 0.05% | 1,100 | -700 | -38.9% | -$35.03万 | 减仓 |
| CACI | CACI INTL INC | $55.68万 | 0.05% | 1,202 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $56.11万 | 0.05% | 751 | 85 | 12.8% | $6.35万 | 加仓 |
| MTUM | ISHARES TR | $58.35万 | 0.05% | 1,702 | 2 | 0.1% | $686 | 加仓 |
| WMT | WALMART INC | $64.65万 | 0.06% | 5,708 | -268 | -4.5% | -$3.04万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $65.97万 | 0.06% | 2,346 | 105 | 4.7% | $2.95万 | 加仓 |
| ASML | ASML HLDG NV | $71.04万 | 0.06% | 357 | -2 | -0.6% | -$3,980 | 减仓 |
| VICI | VICI PPTYS INC | $71.06万 | 0.06% | 26,765 | 1,988 | 8.0% | $5.28万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $74.82万 | 0.07% | 2,194 | -11,380 | -83.8% | -$388.08万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $85.88万 | 0.08% | 18,012 | 128 | 0.7% | $6,103 | 加仓 |
| POWR | ISHARES INC | $87.53万 | 0.08% | 31,304 | -701 | -2.2% | -$1.96万 | 减仓 |
| O | REALTY INCOME CORP | $98.25万 | 0.09% | 15,857 | 1,263 | 8.7% | $7.83万 | 加仓 |
| IREN | IREN LIMITED | $100.12万 | 0.09% | 21,894 | 4,906 | 28.9% | $22.44万 | 加仓 |
| META | META PLATFORMS INC 看涨期权 | $101.39万 | 0.09% | 1,800 | 600 | 50.0% | $33.80万 | 加仓 |
| HDV | ISHARES TR | $107.82万 | 0.10% | 39,336 | -604 | -1.5% | -$1.66万 | 减仓 |
| CRWV | COREWEAVE INC | $110.34万 | 0.10% | 11,085 | 11,085 | — | $110.34万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $115.08万 | 0.10% | 6,942 | -57,040 | -89.2% | -$945.58万 | 减仓 |
| IVV | ISHARES TR | $120.80万 | 0.11% | 1,613 | -932 | -36.6% | -$69.80万 | 减仓 |
| VLO | VALERO ENERGY CORP 看涨期权 | $122.41万 | 0.11% | 4,700 | 4,700 | — | $122.41万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $124.25万 | 0.11% | 732 | 251 | 52.2% | $42.60万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $138.10万 | 0.13% | 22,470 | 511 | 2.3% | $3.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $147.66万 | 0.13% | 2,004 | 6 | 0.3% | $4,421 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $150.77万 | 0.14% | 2,960 | -11,010 | -78.8% | -$560.79万 | 减仓 |
| DGRO | ISHARES TR | $166.45万 | 0.15% | 21,962 | 1,009 | 4.8% | $7.65万 | 加仓 |
| MSTR | STRATEGY INC | $169.64万 | 0.15% | 19,515 | 3,937 | 25.3% | $34.22万 | 加仓 |
| VOLT | TEMA ETF TRUST | $173.58万 | 0.16% | 41,436 | 1,407 | 3.5% | $5.89万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $174.26万 | 0.16% | 6,310 | -3,451 | -35.4% | -$95.31万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $178.68万 | 0.16% | 134,246 | 37,325 | 38.5% | $49.68万 | 加仓 |
| PATH | UIPATH INC | $179.41万 | 0.16% | 165,047 | 9,436 | 6.1% | $10.26万 | 加仓 |
| TRFK | PACER FDS TR | $184.13万 | 0.17% | 17,257 | 646 | 3.9% | $6.89万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $185.54万 | 0.17% | 2,701 | 11 | 0.4% | $7,556 | 加仓 |
| ALAB | ASTERA LABS INC | $191.23万 | 0.17% | 3,959 | -2,382 | -37.6% | -$115.06万 | 减仓 |
| QDPL | PACER FDS TR | $192.90万 | 0.18% | 42,801 | 2,698 | 6.7% | $12.16万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $201.31万 | 0.18% | 63,486 | 1,032 | 1.7% | $3.27万 | 加仓 |
| CRM | SALESFORCE INC | $202.28万 | 0.18% | 12,912 | 1,893 | 17.2% | $29.66万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $221.23万 | 0.20% | 30,658 | 1,454 | 5.0% | $10.49万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $222.79万 | 0.20% | 12,674 | -193 | -1.5% | -$3.39万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $230.00万 | 0.21% | 26,172 | -138 | -0.5% | -$1.21万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $263.21万 | 0.24% | 3,449 | -26,587 | -88.5% | -$2,028.96万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $268.71万 | 0.24% | 5,370 | -128 | -2.3% | -$6.40万 | 减仓 |
| SFY | TIDAL TRUST I | $269.03万 | 0.24% | 18,072 | -573 | -3.1% | -$8.53万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $274.31万 | 0.25% | 56,372 | 2,453 | 4.5% | $11.94万 | 加仓 |
| NTRA | NATERA INC | $293.57万 | 0.27% | 10,815 | 10,815 | — | $293.57万 | 新建仓 |
| COWG | PACER FDS TR | $326.49万 | 0.30% | 81,325 | -1,157 | -1.4% | -$4.64万 | 减仓 |
| ADBE | ADOBE INC | $327.99万 | 0.30% | 15,998 | 2,242 | 16.3% | $45.97万 | 加仓 |
| AMAT | APPLIED MATLS INC | $330.00万 | 0.30% | 4,564 | 1,900 | 71.3% | $137.38万 | 加仓 |
| MLPX | GLOBAL X FDS | $335.43万 | 0.30% | 45,538 | 1,326 | 3.0% | $9.77万 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW | $343.96万 | 0.31% | 893,395 | 33,475 | 3.9% | $12.89万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $344.77万 | 0.31% | 64,311 | -13,710 | -17.6% | -$73.50万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $346.97万 | 0.31% | 94,389 | -371 | -0.4% | -$1.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $382.17万 | 0.35% | 19,100 | -22,000 | -53.5% | -$440.20万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $394.04万 | 0.36% | 69,767 | 788 | 1.1% | $4.45万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $436.85万 | 0.40% | 86,505 | 4,498 | 5.5% | $22.71万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $447.32万 | 0.41% | 249,482 | 36,693 | 17.2% | $65.79万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $477.55万 | 0.43% | 25,782 | 1,727 | 7.2% | $31.99万 | 加仓 |
| VLO | VALERO ENERGY CORP | $480.40万 | 0.44% | 18,445 | -4,705 | -20.3% | -$122.54万 | 减仓 |
| GOOG | ALPHABET INC | $551.61万 | 0.50% | 15,612 | -145 | -0.9% | -$5.12万 | 减仓 |
| AAPL | APPLE INC 看涨期权 | $561.36万 | 0.51% | 19,400 | -4,900 | -20.2% | -$141.79万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $598.23万 | 0.54% | 25,100 | -5,800 | -18.8% | -$138.24万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $635.55万 | 0.58% | 5,506 | 1,848 | 50.5% | $213.31万 | 加仓 |
| QQQI | NEOS ETF TRUST | $738.77万 | 0.67% | 130,088 | -1,185 | -0.9% | -$6.73万 | 减仓 |
| — | EXXON MOBIL CORP 看涨期权 | $797.08万 | 0.72% | 58,300 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $802.73万 | 0.73% | 46,982 | 46,982 | — | $802.73万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $817.86万 | 0.74% | 17,125 | -1,015 | -5.6% | -$48.47万 | 减仓 |
| V | VISA INC | $819.97万 | 0.74% | 23,900 | 768 | 3.3% | $26.35万 | 加仓 |
| SPYI | NEOS ETF TRUST | $832.78万 | 0.76% | 156,863 | 8,493 | 5.7% | $45.09万 | 加仓 |
| GRNY | TIDAL TRUST I | $854.01万 | 0.77% | 308,866 | -364 | -0.1% | -$1.01万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $1,010.82万 | 0.92% | 93,370 | 93,370 | — | $1,010.82万 | 新建仓 |
| — | EXXON MOBIL CORP | $1,035.92万 | 0.94% | 75,770 | -275 | -0.4% | -$3.76万 | 减仓 |
| ORCL | ORACLE CORP | $1,038.50万 | 0.94% | 70,863 | 54,384 | 330.0% | $797.00万 | 加仓 |
| MP | MP MATERIALS CORP | $1,064.75万 | 0.97% | 190,100 | 190,100 | — | $1,064.75万 | 新建仓 |
| OKE | ONEOK INC NEW | $1,097.19万 | 1.00% | 126,201 | 3,086 | 2.5% | $26.83万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,158.12万 | 1.05% | 30,857 | -7,562 | -19.7% | -$283.82万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,163.37万 | 1.06% | 39,681 | 1,140 | 3.0% | $33.42万 | 加仓 |