Team Financial Group, LLC
TEMECULA CA · SEC CIK 0001845163
$2.36亿2026Q2 申报市值
56持仓数
77.7%前十大占比 · 第一大 16.5%
1 / 218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
AVLV 加仓+$512.45万
DGRW 加仓+$149.97万
PAAA 加仓+$144.77万
SCHG 加仓+$137.59万
PGIM SHORT DURAT 加仓+$90.97万
2026Q2 卖出最多 按季末市值估算
USMF 减仓-$436.72万
COWZ 减仓-$112.44万
PTRB 减仓-$55.26万
USFR 减仓-$55.09万
VCSH 清仓-$30.71万
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 |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -3,875 | -100.0% | -$30.71万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $0 | 0.00% | 0 | -2,000 | -100.0% | -$29.26万 | 清仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $0 | 0.00% | 0 | -500 | -100.0% | -$23.16万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $0 | 0.00% | 0 | -830 | -100.0% | -$22.47万 | 清仓 |
| MSFT | MICROSOFT CORP COM | $0 | 0.00% | 0 | -494 | -100.0% | -$18.29万 | 清仓 |
| TSLA | TESLA INC COM | $0 | 0.00% | 0 | -473 | -100.0% | -$17.58万 | 清仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $0 | 0.00% | 0 | -2,285 | -100.0% | -$16.99万 | 清仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $0 | 0.00% | 0 | -1,789 | -100.0% | -$16.86万 | 清仓 |
| WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUND | $0 | 0.00% | 0 | -4,078 | -100.0% | -$16.18万 | 清仓 |
| EES | WISDOMTREE U.S. SMALLCAP FUND | $0 | 0.00% | 0 | -2,745 | -100.0% | -$15.94万 | 清仓 |
| DSTL | DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | $0 | 0.00% | 0 | -2,729 | -100.0% | -$15.79万 | 清仓 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $0 | 0.00% | 0 | -3,073 | -100.0% | -$15.27万 | 清仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $0 | 0.00% | 0 | -1,918 | -100.0% | -$14.68万 | 清仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $0 | 0.00% | 0 | -503 | -100.0% | -$14.46万 | 清仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $0 | 0.00% | 0 | -1,528 | -100.0% | -$14.17万 | 清仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $0 | 0.00% | 0 | -196 | -100.0% | -$12.75万 | 清仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $0 | 0.00% | 0 | -395 | -100.0% | -$12.69万 | 清仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $0 | 0.00% | 0 | -1,965 | -100.0% | -$12.59万 | 清仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $0 | 0.00% | 0 | -2,088 | -100.0% | -$12.37万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,119 | -100.0% | -$11.98万 | 清仓 |
| TBG | TBG DIVIDEND FOCUS ETF | $0 | 0.00% | 0 | -3,425 | -100.0% | -$11.94万 | 清仓 |
| DE | DEERE & CO COM | $0 | 0.00% | 0 | -202 | -100.0% | -$11.41万 | 清仓 |
| META | META PLATFORMS INC CL A | $0 | 0.00% | 0 | -196 | -100.0% | -$11.24万 | 清仓 |
| JLL | JONES LANG LASALLE INC COM | $0 | 0.00% | 0 | -322 | -100.0% | -$9.80万 | 清仓 |
| COP | CONOCOPHILLIPS COM | $0 | 0.00% | 0 | -677 | -100.0% | -$8.93万 | 清仓 |
| — | WISDOMTREE EFFICIENT GOLD PLUS GOLD MINERS STRATEGY FUND | $0 | 0.00% | 0 | -875 | -100.0% | -$8.85万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $0 | 0.00% | 0 | -365 | -100.0% | -$8.84万 | 清仓 |
| IQDG | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | $0 | 0.00% | 0 | -2,198 | -100.0% | -$8.82万 | 清仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $0 | 0.00% | 0 | -555 | -100.0% | -$8.80万 | 清仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $0 | 0.00% | 0 | -1,211 | -100.0% | -$8.77万 | 清仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $0 | 0.00% | 0 | -1,818 | -100.0% | -$8.46万 | 清仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $0 | 0.00% | 0 | -352 | -100.0% | -$8.45万 | 清仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $0 | 0.00% | 0 | -1,200 | -100.0% | -$8.37万 | 清仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $0 | 0.00% | 0 | -2,996 | -100.0% | -$8.34万 | 清仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $0 | 0.00% | 0 | -2,291 | -100.0% | -$8.30万 | 清仓 |
| ALL | ALLSTATE CORP COM | $0 | 0.00% | 0 | -387 | -100.0% | -$8.02万 | 清仓 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $0 | 0.00% | 0 | -4,340 | -100.0% | -$7.99万 | 清仓 |
| — | WISDOMTREE 7-10 YEAR LADDERED TREASURY FUND | $0 | 0.00% | 0 | -1,574 | -100.0% | -$7.89万 | 清仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $0 | 0.00% | 0 | -1,389 | -100.0% | -$7.58万 | 清仓 |
| GE | GE AEROSPACE COM NEW | $0 | 0.00% | 0 | -257 | -100.0% | -$7.29万 | 清仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $0 | 0.00% | 0 | -609 | -100.0% | -$7.16万 | 清仓 |
| AVGO | BROADCOM INC COM | $0 | 0.00% | 0 | -222 | -100.0% | -$6.87万 | 清仓 |
| MRK | MERCK & CO INC COM | $0 | 0.00% | 0 | -569 | -100.0% | -$6.84万 | 清仓 |
| VOO | VANGUARD S&P 500 ETF | $0 | 0.00% | 0 | -111 | -100.0% | -$6.64万 | 清仓 |
| PSX | PHILLIPS 66 COM | $0 | 0.00% | 0 | -355 | -100.0% | -$6.48万 | 清仓 |
| WMT | WALMART INC COM | $0 | 0.00% | 0 | -484 | -100.0% | -$6.01万 | 清仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $0 | 0.00% | 0 | -2,377 | -100.0% | -$5.97万 | 清仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $0 | 0.00% | 0 | -552 | -100.0% | -$5.89万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $0 | 0.00% | 0 | -122 | -100.0% | -$5.85万 | 清仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $0 | 0.00% | 0 | -1,739 | -100.0% | -$5.78万 | 清仓 |
| RTX | RTX CORPORATION COM | $0 | 0.00% | 0 | -291 | -100.0% | -$5.61万 | 清仓 |
| XPH | STATE STREET SPDR S&P PHARMACEUTICALS ETF | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5.41万 | 清仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -659 | -100.0% | -$5.31万 | 清仓 |
| CVX | CHEVRON CORPORATION COM | $0 | 0.00% | 0 | -255 | -100.0% | -$5.28万 | 清仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -359 | -100.0% | -$5.27万 | 清仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $0 | 0.00% | 0 | -469 | -100.0% | -$5.26万 | 清仓 |
| CII | BLACKROCK ENHANCED LARGE CAP C COM | $0 | 0.00% | 0 | -2,494 | -100.0% | -$5.24万 | 清仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $0 | 0.00% | 0 | -282 | -100.0% | -$5.12万 | 清仓 |
| GEV | GE VERNOVA INC COM | $0 | 0.00% | 0 | -57 | -100.0% | -$4.98万 | 清仓 |
| COHR | COHERENT CORP COM | $0 | 0.00% | 0 | -207 | -100.0% | -$4.93万 | 清仓 |
| DIS | DISNEY WALT CO COM | $0 | 0.00% | 0 | -507 | -100.0% | -$4.89万 | 清仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $0 | 0.00% | 0 | -131 | -100.0% | -$4.86万 | 清仓 |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $0 | 0.00% | 0 | -1,680 | -100.0% | -$4.74万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $0 | 0.00% | 0 | -262 | -100.0% | -$4.69万 | 清仓 |
| DAVE | DAVE INC CLASS A COM NEW | $0 | 0.00% | 0 | -269 | -100.0% | -$4.68万 | 清仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $0 | 0.00% | 0 | -415 | -100.0% | -$4.63万 | 清仓 |
| MS | MORGAN STANLEY COM NEW | $0 | 0.00% | 0 | -276 | -100.0% | -$4.54万 | 清仓 |
| SBUX | STARBUCKS CORP COM | $0 | 0.00% | 0 | -500 | -100.0% | -$4.48万 | 清仓 |
| FDX | FEDEX CORP COM | $0 | 0.00% | 0 | -124 | -100.0% | -$4.41万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $0 | 0.00% | 0 | -123 | -100.0% | -$4.40万 | 清仓 |
| JPM | JPMORGAN CHASE & CO COM | $0 | 0.00% | 0 | -149 | -100.0% | -$4.39万 | 清仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -895 | -100.0% | -$4.38万 | 清仓 |
| PEP | PEPSICO INC COM | $0 | 0.00% | 0 | -248 | -100.0% | -$3.86万 | 清仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $0 | 0.00% | 0 | -975 | -100.0% | -$3.79万 | 清仓 |
| VTV | VANGUARD VALUE ETF | $0 | 0.00% | 0 | -186 | -100.0% | -$3.66万 | 清仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $0 | 0.00% | 0 | -60 | -100.0% | -$3.44万 | 清仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $0 | 0.00% | 0 | -156 | -100.0% | -$3.39万 | 清仓 |
| OEF | ISHARES S&P 100 ETF | $0 | 0.00% | 0 | -106 | -100.0% | -$3.37万 | 清仓 |
| GOOG | ALPHABET INC CAP STK CL C | $0 | 0.00% | 0 | -116 | -100.0% | -$3.33万 | 清仓 |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | $0 | 0.00% | 0 | -1,750 | -100.0% | -$3.12万 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | -357 | -100.0% | -$3.09万 | 清仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $0 | 0.00% | 0 | -868 | -100.0% | -$3.08万 | 清仓 |
| VUG | VANGUARD GROWTH ETF | $0 | 0.00% | 0 | -420 | -100.0% | -$3.07万 | 清仓 |
| AVNM | AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF | $0 | 0.00% | 0 | -400 | -100.0% | -$3.05万 | 清仓 |
| IAU | ISHARES GOLD TRUST | $0 | 0.00% | 0 | -343 | -100.0% | -$3.02万 | 清仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $0 | 0.00% | 0 | -633 | -100.0% | -$2.92万 | 清仓 |
| WT | WISDOMTREE INC COM | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.91万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP COM | $0 | 0.00% | 0 | -100 | -100.0% | -$2.87万 | 清仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $0 | 0.00% | 0 | -131 | -100.0% | -$2.85万 | 清仓 |
| PPTA | PERPETUA RESOURCES CORP COM | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.81万 | 清仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $0 | 0.00% | 0 | -744 | -100.0% | -$2.73万 | 清仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $0 | 0.00% | 0 | -176 | -100.0% | -$2.66万 | 清仓 |
| QCOM | QUALCOMM INC COM | $0 | 0.00% | 0 | -205 | -100.0% | -$2.64万 | 清仓 |
| PH | PARKER-HANNIFIN CORP COM | $0 | 0.00% | 0 | -29 | -100.0% | -$2.59万 | 清仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $0 | 0.00% | 0 | -999 | -100.0% | -$2.56万 | 清仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $0 | 0.00% | 0 | -500 | -100.0% | -$2.54万 | 清仓 |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | $0 | 0.00% | 0 | -529 | -100.0% | -$2.54万 | 清仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -293 | -100.0% | -$2.49万 | 清仓 |
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | $0 | 0.00% | 0 | -605 | -100.0% | -$2.38万 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -901 | -100.0% | -$2.33万 | 清仓 |