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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $115.08万 | 0.10% | 6,942 | -57,040 | -89.2% | -$945.58万 | 减仓 |
| CRWV | COREWEAVE INC | $110.34万 | 0.10% | 11,085 | 11,085 | — | $110.34万 | 新建仓 |
| HDV | ISHARES TR | $107.82万 | 0.10% | 39,336 | -604 | -1.5% | -$1.66万 | 减仓 |
| META | META PLATFORMS INC 看涨期权 | $101.39万 | 0.09% | 1,800 | 600 | 50.0% | $33.80万 | 加仓 |
| IREN | IREN LIMITED | $100.12万 | 0.09% | 21,894 | 4,906 | 28.9% | $22.44万 | 加仓 |
| O | REALTY INCOME CORP | $98.25万 | 0.09% | 15,857 | 1,263 | 8.7% | $7.83万 | 加仓 |
| POWR | ISHARES INC | $87.53万 | 0.08% | 31,304 | -701 | -2.2% | -$1.96万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $85.88万 | 0.08% | 18,012 | 128 | 0.7% | $6,103 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $74.82万 | 0.07% | 2,194 | -11,380 | -83.8% | -$388.08万 | 减仓 |
| VICI | VICI PPTYS INC | $71.06万 | 0.06% | 26,765 | 1,988 | 8.0% | $5.28万 | 加仓 |
| ASML | ASML HLDG NV | $71.04万 | 0.06% | 357 | -2 | -0.6% | -$3,980 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $65.97万 | 0.06% | 2,346 | 105 | 4.7% | $2.95万 | 加仓 |
| WMT | WALMART INC | $64.65万 | 0.06% | 5,708 | -268 | -4.5% | -$3.04万 | 减仓 |
| MTUM | ISHARES TR | $58.35万 | 0.05% | 1,702 | 2 | 0.1% | $686 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $56.11万 | 0.05% | 751 | 85 | 12.8% | $6.35万 | 加仓 |
| CACI | CACI INTL INC | $55.68万 | 0.05% | 1,202 | 0 | 0.0% | — | 不变 |
| 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 |
| DELL | DELL TECHNOLOGIES INC | $54.88万 | 0.05% | 1,272 | 1,272 | — | $54.88万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $54.40万 | 0.05% | 5,352 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $54.09万 | 0.05% | 7,518 | -25 | -0.3% | -$1,799 | 减仓 |
| HD | HOME DEPOT INC | $53.73万 | 0.05% | 1,523 | 597 | 64.5% | $21.06万 | 加仓 |
| EPR | EPR PPTYS | $53.73万 | 0.05% | 9,262 | -373 | -3.9% | -$2.16万 | 减仓 |
| SYY | SYSCO CORP | $52.78万 | 0.05% | 6,315 | 6,315 | — | $52.78万 | 新建仓 |
| SYY | SYSCO CORP 看涨期权 | $52.66万 | 0.05% | 6,300 | 6,300 | — | $52.66万 | 新建仓 |
| GLD | SPDR GOLD TR | $52.57万 | 0.05% | 1,427 | 128 | 9.9% | $4.72万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $51.86万 | 0.05% | 12,247 | -174 | -1.4% | -$7,367 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $51.70万 | 0.05% | 11,402 | 1,073 | 10.4% | $4.86万 | 加仓 |
| ABBV | ABBVIE INC | $50.53万 | 0.05% | 2,009 | 37 | 1.9% | $9,306 | 加仓 |
| WPC | WP CAREY INC | $49.56万 | 0.04% | 6,931 | -280 | -3.9% | -$2.00万 | 减仓 |
| PSX | PHILLIPS 66 | $49.47万 | 0.04% | 2,926 | 4 | 0.1% | $676 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $49.19万 | 0.04% | 3,113 | -130 | -4.0% | -$2.05万 | 减仓 |
| IJR | ISHARES TR | $46.92万 | 0.04% | 3,164 | -133 | -4.0% | -$1.97万 | 减仓 |
| T | AT&T INC | $46.70万 | 0.04% | 22,558 | -592 | -2.6% | -$1.23万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $46.51万 | 0.04% | 3,909 | -33 | -0.8% | -$3,927 | 减仓 |
| CVX | CHEVRON CORPORATION 看涨期权 | $46.41万 | 0.04% | 2,800 | -4,800 | -63.2% | -$79.56万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $45.30万 | 0.04% | 6,267 | 17 | 0.3% | $1,229 | 加仓 |
| IRM | IRON MTN INC DEL | $45.25万 | 0.04% | 3,582 | 2 | 0.1% | $253 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $45.09万 | 0.04% | 8,490 | -1,656 | -16.3% | -$8.79万 | 减仓 |
| COWZ | PACER FDS TR | $44.98万 | 0.04% | 7,231 | -1,470 | -16.9% | -$9.14万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $44.32万 | 0.04% | 1,800 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $43.73万 | 0.04% | 13,677 | 2 | 0.0% | $64 | 加仓 |
| IAU | ISHARES GOLD TR | $41.49万 | 0.04% | 5,495 | -138 | -2.4% | -$1.04万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $40.72万 | 0.04% | 1,024 | -107 | -9.5% | -$4.26万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $40.67万 | 0.04% | 1,719 | -39 | -2.2% | -$9,227 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $40.06万 | 0.04% | 11,837 | 733 | 6.6% | $2.48万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $39.82万 | 0.04% | 1,568 | 59 | 3.9% | $1.50万 | 加仓 |
| AMLP | ALPS ETF TR | $39.76万 | 0.04% | 7,669 | -194 | -2.5% | -$1.01万 | 减仓 |
| ENB | ENBRIDGE INC | $37.87万 | 0.03% | 6,986 | 966 | 16.0% | $5.24万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $37.37万 | 0.03% | 2,041 | -10 | -0.5% | -$1,831 | 减仓 |
| LRCX | LAM RESEARCH CORP | $37.05万 | 0.03% | 855 | -518 | -37.7% | -$22.45万 | 减仓 |
| AMGN | AMGEN INC | $36.21万 | 0.03% | 1,000 | -8,835 | -89.8% | -$319.93万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $36.21万 | 0.03% | 979 | -91 | -8.5% | -$3.37万 | 减仓 |
| TSLA | TESLA INC 看涨期权 | $33.65万 | 0.03% | 800 | -2,500 | -75.8% | -$105.15万 | 减仓 |
| NET | CLOUDFLARE INC | $33.24万 | 0.03% | 1,355 | -5,396 | -79.9% | -$132.35万 | 减仓 |
| WWD | WOODWARD INC | $32.42万 | 0.03% | 762 | -50 | -6.2% | -$2.13万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $32.24万 | 0.03% | 575 | -269 | -31.9% | -$15.08万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $31.88万 | 0.03% | 6,294 | 20 | 0.3% | $1,013 | 加仓 |
| CSCO | CISCO SYS INC | $31.52万 | 0.03% | 2,683 | 2,683 | — | $31.52万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $31.47万 | 0.03% | 16,460 | -522 | -3.1% | -$9,980 | 减仓 |
| BA | BOEING CO | $30.93万 | 0.03% | 1,429 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $29.29万 | 0.03% | 575 | -28 | -4.6% | -$1.43万 | 减仓 |
| SNOW | SNOWFLAKE INC | $28.30万 | 0.03% | 1,112 | -724 | -39.4% | -$18.43万 | 重新持有 |
| MNST | MONSTER BEVERAGE CORP NEW 看涨期权 | $27.87万 | 0.03% | 2,900 | -3,900 | -57.4% | -$37.49万 | 减仓 |
| EMR | EMERSON ELEC CO | $26.83万 | 0.02% | 1,874 | -23,891 | -92.7% | -$342.00万 | 减仓 |
| QCOM | QUALCOMM INC | $26.53万 | 0.02% | 1,436 | -738 | -33.9% | -$13.63万 | 减仓 |
| JPM | JPMORGAN CHASE & CO 看涨期权 | $26.19万 | 0.02% | 800 | -1,700 | -68.0% | -$55.65万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $26.12万 | 0.02% | 1,371 | -904 | -39.7% | -$17.22万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC 看涨期权 | $26.07万 | 0.02% | 2,600 | -6,000 | -69.8% | -$60.17万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $25.93万 | 0.02% | 2,918 | 2,918 | — | $25.93万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $25.81万 | 0.02% | 2,160 | 1,209 | 127.1% | $14.45万 | 重新持有 |
| S | SENTINELONE INC | $25.32万 | 0.02% | 14,923 | 400 | 2.8% | $6,788 | 加仓 |
| SOXX | ISHARES TR | $25.19万 | 0.02% | 393 | 393 | — | $25.19万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $25.14万 | 0.02% | 2,144 | -933 | -30.3% | -$10.94万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $24.99万 | 0.02% | 5,161 | 5,161 | — | $24.99万 | 新建仓 |
| SMH | VANECK ETF TRUST | $24.50万 | 0.02% | 374 | -508 | -57.6% | -$33.28万 | 重新持有 |
| NVO | NOVO-NORDISK A S | $24.41万 | 0.02% | 5,091 | -95,033 | -94.9% | -$455.59万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $24.35万 | 0.02% | 3,943 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $23.19万 | 0.02% | 1,346 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $23.18万 | 0.02% | 402 | 2 | 0.5% | $1,153 | 加仓 |
| SLV | ISHARES SILVER TR | $23.05万 | 0.02% | 4,311 | -70 | -1.6% | -$3,743 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $23.00万 | 0.02% | 772 | 772 | — | $23.00万 | 新建仓 |
| PEP | PEPSICO INC | $22.72万 | 0.02% | 1,678 | -389 | -18.8% | -$5.27万 | 减仓 |
| MGK | VANGUARD WORLD FD | $22.52万 | 0.02% | 2,562 | -263 | -9.3% | -$2.31万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $22.03万 | 0.02% | 2,056 | -249 | -10.8% | -$2.67万 | 减仓 |
| MPLX | MPLX LP | $22.03万 | 0.02% | 3,910 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $21.93万 | 0.02% | 730 | 730 | — | $21.93万 | 新建仓 |
| KO | COCA COLA CO | $21.35万 | 0.02% | 2,627 | -593 | -18.4% | -$4.82万 | 减仓 |
| PFE | PFIZER INC | $21.21万 | 0.02% | 8,809 | -79,976 | -90.1% | -$192.58万 | 重新持有 |
| QQQM | INVESCO EXCH TRADED FD TR II | $21.21万 | 0.02% | 700 | 700 | — | $21.21万 | 新建仓 |
| RTX | RTX CORPORATION | $21.17万 | 0.02% | 1,116 | -110 | -9.0% | -$2.09万 | 减仓 |
| IUSV | ISHARES TR | $21.07万 | 0.02% | 1,913 | 1,913 | — | $21.07万 | 新建仓 |
| MS | MORGAN STANLEY | $20.74万 | 0.02% | 992 | 992 | — | $20.74万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $20.51万 | 0.02% | 2,223 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $20.43万 | 0.02% | 398 | 16 | 4.2% | $8,212 | 重新持有 |
| AXP | AMERICAN EXPRESS CO 看涨期权 | $20.30万 | 0.02% | 600 | -800 | -57.1% | -$27.06万 | 减仓 |
| PAAA | PGIM ETF TR | $20.01万 | 0.02% | 3,902 | 0 | 0.0% | — | 重新持有 |
| BNY | BANK OF NY MELLON CORP 看涨期权 | $18.80万 | 0.02% | 1,300 | -1,800 | -58.1% | -$26.03万 | 减仓 |
| GE | GE AEROSPACE 看涨期权 | $18.69万 | 0.02% | 500 | -900 | -64.3% | -$33.64万 | 减仓 |
| GOOG | ALPHABET INC 看涨期权 | $17.67万 | 0.02% | 500 | -2,500 | -83.3% | -$88.33万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $17.50万 | 0.02% | 1,500 | -3,800 | -71.7% | -$44.33万 | 减仓 |