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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,514.86万 | 4.10% | 156,029 | 2,978 | 1.9% | $86.17万 | 加仓 |
| AMZN | AMAZON COM INC | $4,013.82万 | 3.64% | 168,407 | -10,829 | -6.0% | -$258.10万 | 减仓 |
| BIL | SPDR SERIES TRUST | $3,718.57万 | 3.37% | 405,781 | 159,679 | 64.9% | $1,463.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,360.38万 | 3.05% | 167,945 | -3,127 | -1.8% | -$62.57万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,807.27万 | 2.55% | 569,657 | 25,127 | 4.6% | $123.83万 | 加仓 |
| GRNJ | TIDAL TRUST III | $2,595.93万 | 2.36% | 825,676 | 25,220 | 3.2% | $79.29万 | 加仓 |
| GOOGL | ALPHABET INC | $2,446.50万 | 2.22% | 68,458 | 57 | 0.1% | $2.04万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,416.70万 | 2.19% | 41,602 | -46,329 | -52.7% | -$2,691.30万 | 减仓 |
| XAR | SPDR SERIES TRUST | $2,401.32万 | 2.18% | 84,616 | 9,714 | 13.0% | $275.67万 | 加仓 |
| PAVE | GLOBAL X FDS | $2,374.51万 | 2.15% | 403,005 | 43,699 | 12.2% | $257.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,323.13万 | 2.11% | 62,278 | -1,338 | -2.1% | -$49.91万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $2,194.32万 | 1.99% | 218,819 | 6,401 | 3.0% | $64.19万 | 加仓 |
| ICOW | PACER FDS TR | $2,075.48万 | 1.88% | 498,555 | 41,462 | 9.1% | $172.61万 | 加仓 |
| KLAC | KLA CORP | $2,071.80万 | 1.88% | 68,668 | -17,382 | -20.2% | -$524.44万 | 减仓 |
| TSLA | TESLA INC | $1,968.83万 | 1.79% | 46,810 | 5,455 | 13.2% | $229.44万 | 加仓 |
| META | META PLATFORMS INC | $1,940.71万 | 1.76% | 34,451 | 2,162 | 6.7% | $121.79万 | 加仓 |
| GEV | GE VERNOVA INC | $1,866.29万 | 1.69% | 15,885 | -2,890 | -15.4% | -$339.54万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,772.14万 | 1.61% | 104,317 | -12,732 | -10.9% | -$216.29万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,670.14万 | 1.52% | 23,195 | -3,465 | -13.0% | -$249.49万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,622.70万 | 1.47% | 49,574 | -1,705 | -3.3% | -$55.81万 | 减仓 |
| CAT | CATERPILLAR INC | $1,582.95万 | 1.44% | 14,865 | -2,284 | -13.3% | -$243.22万 | 减仓 |
| NOW | SERVICENOW INC | $1,535.36万 | 1.39% | 154,649 | 123,035 | 389.2% | $1,221.49万 | 加仓 |
| AVGO | BROADCOM INC | $1,446.93万 | 1.31% | 38,303 | -4,094 | -9.7% | -$154.65万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,418.28万 | 1.29% | 15,162 | 181 | 1.2% | $16.93万 | 加仓 |
| GE | GE AEROSPACE | $1,402.05万 | 1.27% | 37,515 | 2,487 | 7.1% | $92.95万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,368.50万 | 1.24% | 13,531 | -729 | -5.1% | -$73.73万 | 减仓 |
| DE | DEERE & CO | $1,361.23万 | 1.24% | 21,459 | 3,023 | 16.4% | $191.76万 | 加仓 |
| NFLX | NETFLIX INC. | $1,335.18万 | 1.21% | 187,000 | 7,454 | 4.2% | $53.22万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,326.14万 | 1.20% | 53,860 | 5,169 | 10.6% | $127.27万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,307.66万 | 1.19% | 38,660 | 1,840 | 5.0% | $62.24万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,301.52万 | 1.18% | 31,314 | 29,712 | 1,854.7% | $1,234.94万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,282.97万 | 1.16% | 133,476 | 449 | 0.3% | $4.32万 | 加仓 |
| LLY | ELI LILLY & CO | $1,278.83万 | 1.16% | 10,662 | 10,662 | — | $1,278.83万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,256.43万 | 1.14% | 28,709 | 13,914 | 94.0% | $608.94万 | 加仓 |
| ETN | EATON CORP PLC | $1,245.12万 | 1.13% | 29,220 | -1,724 | -5.6% | -$73.46万 | 减仓 |
| PKG | PACKAGING CORP AMER | $1,237.27万 | 1.12% | 51,926 | 6,170 | 13.5% | $147.02万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,237.23万 | 1.12% | 105,665 | 19,573 | 22.7% | $229.18万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,236.71万 | 1.12% | 106,001 | 8,095 | 8.3% | $94.44万 | 加仓 |
| UNP | UNION PAC CORP | $1,198.39万 | 1.09% | 44,059 | 3,791 | 9.4% | $103.11万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $1,196.14万 | 1.09% | 82,715 | -13,572 | -14.1% | -$196.26万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,188.49万 | 1.08% | 65,695 | 63,317 | 2,662.6% | $1,145.47万 | 加仓 |
| TJX | TJX COS INC NEW | $1,187.35万 | 1.08% | 78,373 | 6,400 | 8.9% | $96.96万 | 加仓 |
| VST | VISTRA CORP | $1,174.13万 | 1.07% | 74,016 | -891 | -1.2% | -$14.13万 | 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 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,158.12万 | 1.05% | 30,857 | -7,562 | -19.7% | -$283.82万 | 减仓 |
| OKE | ONEOK INC NEW | $1,097.19万 | 1.00% | 126,201 | 3,086 | 2.5% | $26.83万 | 加仓 |
| MP | MP MATERIALS CORP | $1,064.75万 | 0.97% | 190,100 | 190,100 | — | $1,064.75万 | 新建仓 |
| ORCL | ORACLE CORP | $1,038.50万 | 0.94% | 70,863 | 54,384 | 330.0% | $797.00万 | 加仓 |
| — | EXXON MOBIL CORP | $1,035.92万 | 0.94% | 75,770 | -275 | -0.4% | -$3.76万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $1,010.82万 | 0.92% | 93,370 | 93,370 | — | $1,010.82万 | 新建仓 |
| GRNY | TIDAL TRUST I | $854.01万 | 0.77% | 308,866 | -364 | -0.1% | -$1.01万 | 减仓 |
| SPYI | NEOS ETF TRUST | $832.78万 | 0.76% | 156,863 | 8,493 | 5.7% | $45.09万 | 加仓 |
| V | VISA INC | $819.97万 | 0.74% | 23,900 | 768 | 3.3% | $26.35万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $817.86万 | 0.74% | 17,125 | -1,015 | -5.6% | -$48.47万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $802.73万 | 0.73% | 46,982 | 46,982 | — | $802.73万 | 新建仓 |
| — | EXXON MOBIL CORP 看涨期权 | $797.08万 | 0.72% | 58,300 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS ETF TRUST | $738.77万 | 0.67% | 130,088 | -1,185 | -0.9% | -$6.73万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $635.55万 | 0.58% | 5,506 | 1,848 | 50.5% | $213.31万 | 加仓 |
| AMZN | AMAZON COM INC 看涨期权 | $598.23万 | 0.54% | 25,100 | -5,800 | -18.8% | -$138.24万 | 减仓 |
| AAPL | APPLE INC 看涨期权 | $561.36万 | 0.51% | 19,400 | -4,900 | -20.2% | -$141.79万 | 减仓 |
| GOOG | ALPHABET INC | $551.61万 | 0.50% | 15,612 | -145 | -0.9% | -$5.12万 | 减仓 |
| VLO | VALERO ENERGY CORP | $480.40万 | 0.44% | 18,445 | -4,705 | -20.3% | -$122.54万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $477.55万 | 0.43% | 25,782 | 1,727 | 7.2% | $31.99万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $447.32万 | 0.41% | 249,482 | 36,693 | 17.2% | $65.79万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $436.85万 | 0.40% | 86,505 | 4,498 | 5.5% | $22.71万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $394.04万 | 0.36% | 69,767 | 788 | 1.1% | $4.45万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $382.17万 | 0.35% | 19,100 | -22,000 | -53.5% | -$440.20万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $346.97万 | 0.31% | 94,389 | -371 | -0.4% | -$1.36万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $344.77万 | 0.31% | 64,311 | -13,710 | -17.6% | -$73.50万 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW | $343.96万 | 0.31% | 893,395 | 33,475 | 3.9% | $12.89万 | 加仓 |
| MLPX | GLOBAL X FDS | $335.43万 | 0.30% | 45,538 | 1,326 | 3.0% | $9.77万 | 加仓 |
| AMAT | APPLIED MATLS INC | $330.00万 | 0.30% | 4,564 | 1,900 | 71.3% | $137.38万 | 加仓 |
| ADBE | ADOBE INC | $327.99万 | 0.30% | 15,998 | 2,242 | 16.3% | $45.97万 | 加仓 |
| COWG | PACER FDS TR | $326.49万 | 0.30% | 81,325 | -1,157 | -1.4% | -$4.64万 | 减仓 |
| NTRA | NATERA INC | $293.57万 | 0.27% | 10,815 | 10,815 | — | $293.57万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $274.31万 | 0.25% | 56,372 | 2,453 | 4.5% | $11.94万 | 加仓 |
| SFY | TIDAL TRUST I | $269.03万 | 0.24% | 18,072 | -573 | -3.1% | -$8.53万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $268.71万 | 0.24% | 5,370 | -128 | -2.3% | -$6.40万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $263.21万 | 0.24% | 3,449 | -26,587 | -88.5% | -$2,028.96万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $230.00万 | 0.21% | 26,172 | -138 | -0.5% | -$1.21万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $222.79万 | 0.20% | 12,674 | -193 | -1.5% | -$3.39万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $221.23万 | 0.20% | 30,658 | 1,454 | 5.0% | $10.49万 | 加仓 |
| CRM | SALESFORCE INC | $202.28万 | 0.18% | 12,912 | 1,893 | 17.2% | $29.66万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $201.31万 | 0.18% | 63,486 | 1,032 | 1.7% | $3.27万 | 加仓 |
| QDPL | PACER FDS TR | $192.90万 | 0.18% | 42,801 | 2,698 | 6.7% | $12.16万 | 加仓 |
| ALAB | ASTERA LABS INC | $191.23万 | 0.17% | 3,959 | -2,382 | -37.6% | -$115.06万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $185.54万 | 0.17% | 2,701 | 11 | 0.4% | $7,556 | 加仓 |
| TRFK | PACER FDS TR | $184.13万 | 0.17% | 17,257 | 646 | 3.9% | $6.89万 | 加仓 |
| PATH | UIPATH INC | $179.41万 | 0.16% | 165,047 | 9,436 | 6.1% | $10.26万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $178.68万 | 0.16% | 134,246 | 37,325 | 38.5% | $49.68万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $174.26万 | 0.16% | 6,310 | -3,451 | -35.4% | -$95.31万 | 减仓 |
| VOLT | TEMA ETF TRUST | $173.58万 | 0.16% | 41,436 | 1,407 | 3.5% | $5.89万 | 加仓 |
| MSTR | STRATEGY INC | $169.64万 | 0.15% | 19,515 | 3,937 | 25.3% | $34.22万 | 加仓 |
| DGRO | ISHARES TR | $166.45万 | 0.15% | 21,962 | 1,009 | 4.8% | $7.65万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $150.77万 | 0.14% | 2,960 | -11,010 | -78.8% | -$560.79万 | 减仓 |
| QQQ | INVESCO QQQ TR | $147.66万 | 0.13% | 2,004 | 6 | 0.3% | $4,421 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $138.10万 | 0.13% | 22,470 | 511 | 2.3% | $3.14万 | 加仓 |
| MELI | MERCADOLIBRE INC | $124.25万 | 0.11% | 732 | 251 | 52.2% | $42.60万 | 加仓 |
| VLO | VALERO ENERGY CORP 看涨期权 | $122.41万 | 0.11% | 4,700 | 4,700 | — | $122.41万 | 新建仓 |
| IVV | ISHARES TR | $120.80万 | 0.11% | 1,613 | -932 | -36.6% | -$69.80万 | 减仓 |