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
AAPL APPLE INC $3,884.28万4.10%153,051 -7,415-4.6% -$188.19万 减仓
AMZN AMAZON COM INC $3,732.95万3.94%179,236 3200.2% $6.66万 加仓
NVDA NVIDIA CORPORATION $2,983.51万3.15%171,072 -7,909-4.4% -$137.93万 减仓
MSFT MICROSOFT CORP $2,354.87万2.49%63,616 4,2317.1% $156.62万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $2,316.43万2.45%544,530 -955-0.2% -$4.06万 减仓
BIL SPDR SERIES TRUST $2,255.27万2.38%246,102 -46,247-15.8% -$423.81万 减仓
GRNJ TIDAL TRUST III $2,001.94万2.12%800,456 800,456— $2,001.94万 新建仓
GOOGL ALPHABET INC $1,966.92万2.08%68,401 -6,530-8.7% -$187.78万 减仓
ICOW PACER FDS TR $1,939.90万2.05%457,093 457,093— $1,939.90万 新建仓
XAR SPDR SERIES TRUST $1,902.37万2.01%74,902 71,6182,180.8% $1,818.96万 加仓
META META PLATFORMS INC $1,847.35万1.95%32,289 -2,026-5.9% -$115.91万 减仓
PAVE GLOBAL X FDS $1,825.63万1.93%359,306 359,306— $1,825.63万 新建仓
AMD ADVANCED MICRO DEVICES INC $1,788.78万1.89%87,931 8,01210.0% $162.99万 加仓
NFLX NETFLIX INC. $1,726.33万1.82%179,546 33,76223.2% $324.62万 加仓
GEV GE VERNOVA INC $1,638.88万1.73%18,775 -8,294-30.6% -$723.99万 减仓
TSLA TESLA INC $1,537.37万1.62%41,355 -6,620-13.8% -$246.10万 减仓
JPM JPMORGAN CHASE & CO $1,508.41万1.59%51,279 -3,988-7.2% -$117.31万 减仓
COST COSTCO WHOLESALE CORPORATION $1,492.83万1.58%14,981 -2,285-13.2% -$227.70万 减仓
HOOD ROBINHOOD MKTS INC $1,472.06万1.56%212,418 91,30675.4% $632.75万 加仓
PWR QUANTA SVCS INC $1,463.69万1.55%26,660 -10,893-29.0% -$598.05万 减仓
ANET ARISTA NETWORKS INC $1,437.13万1.52%117,049 -18,318-13.5% -$224.91万 减仓
PLTR PALANTIR TECHNOLOGIES INC $1,432.17万1.51%97,906 8,7119.8% $127.42万 加仓
CVX CHEVRON CORPORATION $1,323.80万1.40%63,982 58,4471,056.0% $1,209.28万 加仓
AVGO BROADCOM INC $1,312.25万1.39%42,397 -2,707-6.0% -$83.79万 减仓
— EXXON MOBIL CORP $1,290.17万1.36%76,045 3,4114.7% $57.87万 加仓
KLAC KLA CORP $1,267.10万1.34%8,605 -3,146-26.8% -$463.25万 减仓
CAT CATERPILLAR INC $1,214.98万1.28%17,149 -7,679-30.9% -$544.05万 减仓
GS GOLDMAN SACHS GROUP INC $1,206.37万1.27%14,260 -2,699-15.9% -$228.33万 减仓
CRWD CROWDSTRIKE HLDGS INC $1,172.64万1.24%30,036 -2,083-6.5% -$81.32万 减仓
TJX TJX COS INC NEW $1,149.41万1.21%71,973 -12,575-14.9% -$200.82万 减仓
BNY BANK NEW YORK MELLON CORP $1,142.25万1.21%96,287 -22,649-19.0% -$268.68万 减仓
VST VISTRA CORP $1,126.09万1.19%74,907 -3,948-5.0% -$59.35万 减仓
APD AIR PRODUCTS AND CHEMICALS I $1,119.58万1.18%38,541 38,541— $1,119.58万 新建仓
AXP AMERICAN EXPRESS CO $1,113.74万1.18%36,820 -2,761-7.0% -$83.52万 减仓
OKE ONEOK INC NEW $1,112.84万1.18%123,115 123,115— $1,112.84万 新建仓
ETN EATON CORP PLC $1,106.77万1.17%30,944 -5,047-14.0% -$180.52万 减仓
CDNS CADENCE DESIGN SYSTEM INC $1,067.55万1.13%38,419 -1,525-3.8% -$42.38万 减仓
DE DEERE & CO $1,038.51万1.10%18,436 -7,069-27.7% -$398.20万 减仓
PNC PNC FINL SVCS GROUP INC $1,013.21万1.07%48,691 -16,999-25.9% -$353.73万 减仓
BOXX EA SERIES TRUST $1,001.16万1.06%86,092 8,34010.7% $96.99万 加仓
GE GE AEROSPACE $994.00万1.05%35,028 -8,605-19.7% -$244.19万 减仓
— EXXON MOBIL CORP 看涨期权 $989.12万1.05%58,300 -1,500-2.5% -$25.45万 减仓
UNP UNION PAC CORP $976.99万1.03%40,268 40,268— $976.99万 新建仓
PKG PACKAGING CORP AMER $971.03万1.03%45,756 45,756— $971.03万 新建仓
MNST MONSTER BEVERAGE CORP NEW $963.91万1.02%133,027 -47,168-26.2% -$341.78万 减仓
NOC NORTHROP GRUMMAN CORP $953.11万1.01%13,970 13,970— $953.11万 新建仓
PPG PPG INDS INC $925.75万0.98%86,615 86,615— $925.75万 新建仓
GRNY TIDAL TRUST I $738.13万0.78%309,230 -91,437-22.8% -$218.26万 减仓
SPYI NEOS ETF TRUST $732.50万0.77%148,370 -30,293-17.0% -$149.56万 减仓
NVDA NVIDIA CORPORATION 看涨期权 $716.78万0.76%41,100 5,60015.8% $97.66万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $702.11万0.74%14,795 14,795— $702.11万 新建仓
V VISA INC $699.13万0.74%23,132 15,512203.6% $468.83万 加仓
RDDT REDDIT INC $662.45万0.70%49,198 49,198— $662.45万 新建仓
QQQI NEOS ETF TRUST $652.30万0.69%131,273 -36,404-21.7% -$180.89万 减仓
AMZN AMAZON COM INC 看涨期权 $643.55万0.68%30,900 -10,600-25.5% -$220.77万 减仓
AAPL APPLE INC 看涨期权 $616.71万0.65%24,300 -5,700-19.0% -$144.66万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $613.05万0.65%18,140 -789-4.2% -$26.66万 减仓
VLO VALERO ENERGY CORP $571.99万0.60%23,150 1040.5% $2.57万 加仓
GOOG ALPHABET INC $452.00万0.48%15,757 2311.5% $6.63万 加仓
KNG FIRST TR EXCHANGE-TRADED FD $399.46万0.42%82,007 3,4004.3% $16.56万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $390.97万0.41%68,979 -29,735-30.1% -$168.54万 减仓
XLI SELECT SECTOR SPDR TR $389.04万0.41%24,055 11,10185.7% $179.54万 加仓
XLF SELECT SECTOR SPDR TR $385.20万0.41%78,021 12,10218.4% $59.75万 加仓
NVO NOVO-NORDISK A S $367.96万0.39%100,124 1,4581.5% $5.36万 加仓
EPD ENTERPRISE PRODS PARTNERS L $358.58万0.38%94,760 -549-0.6% -$2.08万 减仓
AMGN AMGEN INC $346.04万0.37%9,835 8,854902.5% $311.53万 加仓
LAC LITHIUM AMERS CORP NEW $339.67万0.36%859,920 480,092126.4% $189.64万 加仓
SOFI SOFI TECHNOLOGIES INC $337.91万0.36%212,789 -247,331-53.8% -$392.76万 减仓
EMR EMERSON ELEC CO $337.58万0.36%25,765 -88,234-77.4% -$1,156.05万 减仓
ADBE ADOBE INC $334.38万0.35%13,756 1,43011.6% $34.76万 加仓
NOW SERVICENOW INC $330.52万0.35%31,614 29,6961,548.3% $310.47万 加仓
MLPX GLOBAL X FDS $326.90万0.35%44,212 3,3648.2% $24.87万 加仓
COWG PACER FDS TR $278.29万0.29%82,482 -569,335-87.3% -$1,920.87万 减仓
FDL FIRST TR EXCHANGE-TRADED FD $273.91万0.29%53,919 2,1054.1% $10.69万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $263.46万0.28%5,498 -952-14.8% -$45.62万 减仓
FANG DIAMONDBACK ENERGY INC $254.51万0.27%12,867 -1,289-9.1% -$25.50万 减仓
ORCL ORACLE CORP $242.42万0.26%16,479 -1,379-7.7% -$20.29万 减仓
SFY TIDAL TRUST I $232.73万0.25%18,645 -1,432-7.1% -$17.87万 减仓
PANW PALO ALTO NETWORKS INC $217.62万0.23%13,574 -53,764-79.8% -$861.94万 减仓
UBER UBER TECHNOLOGIES INC $210.06万0.22%29,204 6,96031.3% $50.06万 加仓
CRM SALESFORCE INC $205.70万0.22%11,019 2,33026.8% $43.49万 加仓
SPYM SPDR SERIES TRUST $201.37万0.21%26,310 -795-2.9% -$6.08万 减仓
MSTR STRATEGY INC $194.41万0.21%15,578 10,934235.4% $136.46万 加仓
BMNR BITMINE IMMERSION TECNOLOGIE $191.71万0.20%96,921 86,735851.5% $171.56万 重新持有
SCHD SCHWAB STRATEGIC TR $191.61万0.20%62,454 2,0963.5% $6.43万 加仓
EOG EOG RES INC $190.00万0.20%13,142 -3,452-20.8% -$49.91万 减仓
PATH UIPATH INC $172.73万0.18%155,611 46,93543.2% $52.10万 加仓
IVV ISHARES TR $166.24万0.18%2,545 94659.2% $61.79万 加仓
ABT ABBOTT LABORATORIES $163.10万0.17%15,886 13,354527.4% $137.11万 加仓
QDPL PACER FDS TR $160.97万0.17%40,103 2,7297.3% $10.95万 加仓
VOO VANGUARD INDEX FDS $160.81万0.17%2,690 -56-2.0% -$3.35万 减仓
CVX CHEVRON CORPORATION 看涨期权 $157.24万0.17%7,600 4,800171.4% $99.31万 加仓
DGRO ISHARES TR $147.05万0.16%20,953 1,4887.6% $10.44万 加仓
NET CLOUDFLARE INC $139.30万0.15%6,751 -57,497-89.5% -$1,186.39万 减仓
VOLT TEMA ETF TRUST $137.06万0.14%40,029 40,029— $137.06万 新建仓
MU MICRON TECHNOLOGY INC $123.58万0.13%3,658 -836-18.6% -$28.24万 减仓
TSLA TESLA INC 看涨期权 $122.68万0.13%3,300 70026.9% $26.02万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $121.91万0.13%21,959 -3,399-13.4% -$18.87万 减仓
QQQ INVESCO QQQ TR $115.38万0.12%1,998 -113-5.4% -$6.53万 减仓
GRMN GARMIN LTD $111.28万0.12%4,796 4149.4% $9.61万 加仓