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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| FSK | FS KKR CAP CORP COM | $0 | 0.00% | 0 | -2,261 | -100.0% | -$2.30万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -316 | -100.0% | -$2.27万 | 清仓 |
| PRU | PRUDENTIAL FINL INC COM | $0 | 0.00% | 0 | -229 | -100.0% | -$2.24万 | 清仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $0 | 0.00% | 0 | -97 | -100.0% | -$2.24万 | 清仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $0 | 0.00% | 0 | -649 | -100.0% | -$2.19万 | 清仓 |
| D | DOMINION ENERGY INC COM | $0 | 0.00% | 0 | -342 | -100.0% | -$2.12万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -121 | -100.0% | -$2.05万 | 清仓 |
| COF | CAPITAL ONE FINL CORP COM | $0 | 0.00% | 0 | -112 | -100.0% | -$2.04万 | 清仓 |
| MMM | 3M CO COM | $0 | 0.00% | 0 | -138 | -100.0% | -$2.00万 | 清仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $0 | 0.00% | 0 | -156 | -100.0% | -$2.00万 | 清仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $0 | 0.00% | 0 | -140 | -100.0% | -$2.00万 | 清仓 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $0 | 0.00% | 0 | -430 | -100.0% | -$1.98万 | 清仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $0 | 0.00% | 0 | -136 | -100.0% | -$1.80万 | 清仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $0 | 0.00% | 0 | -359 | -100.0% | -$1.79万 | 清仓 |
| VB | VANGUARD SMALL-CAP ETF | $0 | 0.00% | 0 | -68 | -100.0% | -$1.78万 | 清仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $0 | 0.00% | 0 | -387 | -100.0% | -$1.77万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $0 | 0.00% | 0 | -50 | -100.0% | -$1.69万 | 清仓 |
| STLD | STEEL DYNAMICS INC COM | $0 | 0.00% | 0 | -92 | -100.0% | -$1.66万 | 清仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $0 | 0.00% | 0 | -210 | -100.0% | -$1.65万 | 清仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $0 | 0.00% | 0 | -281 | -100.0% | -$1.59万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $0 | 0.00% | 0 | -176 | -100.0% | -$1.59万 | 清仓 |
| KO | COCA COLA CO COM | $0 | 0.00% | 0 | -202 | -100.0% | -$1.54万 | 清仓 |
| WM | WASTE MGMT INC DEL COM | $0 | 0.00% | 0 | -66 | -100.0% | -$1.51万 | 清仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $0 | 0.00% | 0 | -104 | -100.0% | -$1.51万 | 清仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -127 | -100.0% | -$1.50万 | 清仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $0 | 0.00% | 0 | -125 | -100.0% | -$1.48万 | 清仓 |
| DLR | DIGITAL RLTY TR INC COM | $0 | 0.00% | 0 | -80 | -100.0% | -$1.45万 | 清仓 |
| IAK | ISHARES U.S. INSURANCE ETF | $0 | 0.00% | 0 | -110 | -100.0% | -$1.41万 | 清仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $0 | 0.00% | 0 | -300 | -100.0% | -$1.39万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC COM | $0 | 0.00% | 0 | -917 | -100.0% | -$1.32万 | 清仓 |
| JPME | JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | $0 | 0.00% | 0 | -115 | -100.0% | -$1.32万 | 清仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $0 | 0.00% | 0 | -184 | -100.0% | -$1.30万 | 清仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $0 | 0.00% | 0 | -125 | -100.0% | -$1.25万 | 清仓 |
| PM | PHILIP MORRIS INTL INC COM | $0 | 0.00% | 0 | -74 | -100.0% | -$1.22万 | 清仓 |
| FFIV | F5 INC COM | $0 | 0.00% | 0 | -42 | -100.0% | -$1.22万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -27 | -100.0% | -$1.21万 | 清仓 |
| KMI | KINDER MORGAN INC DEL COM | $0 | 0.00% | 0 | -334 | -100.0% | -$1.12万 | 清仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $0 | 0.00% | 0 | -379 | -100.0% | -$1.10万 | 清仓 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $0 | 0.00% | 0 | -330 | -100.0% | -$1.06万 | 清仓 |
| JNJ | JOHNSON & JOHNSON COM | $0 | 0.00% | 0 | -42 | -100.0% | -$1.03万 | 清仓 |
| SLV | ISHARES SILVER TRUST | $0 | 0.00% | 0 | -150 | -100.0% | -$1.02万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $0 | 0.00% | 0 | -25 | -100.0% | -$9,760 | 清仓 |
| BAC | BANK OF AMER CORP COM | $0 | 0.00% | 0 | -195 | -100.0% | -$9,497 | 清仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $0 | 0.00% | 0 | -223 | -100.0% | -$9,460 | 清仓 |