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 |
|---|---|---|---|---|---|---|---|---|
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $0 | 0.00% | 0 | -276 | -100.0% | -$9,345 | 清仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $0 | 0.00% | 0 | -288 | -100.0% | -$9,339 | 清仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $0 | 0.00% | 0 | -58 | -100.0% | -$8,860 | 清仓 |
| CRM | SALESFORCE INC COM | $0 | 0.00% | 0 | -45 | -100.0% | -$8,490 | 清仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $0 | 0.00% | 0 | -81 | -100.0% | -$8,396 | 清仓 |
| TMUS | T-MOBILE US INC COM | $0 | 0.00% | 0 | -39 | -100.0% | -$8,191 | 清仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $0 | 0.00% | 0 | -83 | -100.0% | -$8,129 | 清仓 |
| AVGE | AVANTIS ALL EQUITY MARKETS ETF | $0 | 0.00% | 0 | -87 | -100.0% | -$7,647 | 清仓 |
| ABBV | ABBVIE INC COM | $0 | 0.00% | 0 | -31 | -100.0% | -$6,742 | 清仓 |
| LLY | ELI LILLY & CO COM | $0 | 0.00% | 0 | -7 | -100.0% | -$6,438 | 清仓 |
| ORCL | ORACLE CORP COM | $0 | 0.00% | 0 | -43 | -100.0% | -$6,267 | 清仓 |
| TXN | TEXAS INSTRS INC COM | $0 | 0.00% | 0 | -32 | -100.0% | -$6,208 | 清仓 |
| GD | GENERAL DYNAMICS CORP COM | $0 | 0.00% | 0 | -18 | -100.0% | -$6,178 | 清仓 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $0 | 0.00% | 0 | -151 | -100.0% | -$6,042 | 清仓 |
| VTR | VENTAS INC COM | $0 | 0.00% | 0 | -73 | -100.0% | -$5,994 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $0 | 0.00% | 0 | -65 | -100.0% | -$5,908 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$5,899 | 清仓 |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | $0 | 0.00% | 0 | -76 | -100.0% | -$5,764 | 清仓 |
| MCD | MCDONALDS CORP COM | $0 | 0.00% | 0 | -18 | -100.0% | -$5,512 | 清仓 |
| — | INVESCO ENERGY EXPLORATION & PRODUCTION ETF | $0 | 0.00% | 0 | -138 | -100.0% | -$5,401 | 清仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $0 | 0.00% | 0 | -89 | -100.0% | -$5,349 | 清仓 |
| OMC | OMNICOM GROUP INC COM | $0 | 0.00% | 0 | -70 | -100.0% | -$5,290 | 清仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -48 | -100.0% | -$5,231 | 清仓 |
| V | VISA INC COM CL A | $0 | 0.00% | 0 | -17 | -100.0% | -$5,214 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$5,175 | 清仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $0 | 0.00% | 0 | -57 | -100.0% | -$5,160 | 清仓 |
| NVDL | GRANITESHARES 2X LONG NVDA DAILY ETF | $0 | 0.00% | 0 | -210 | -100.0% | -$5,080 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $0 | 0.00% | 0 | -43 | -100.0% | -$5,055 | 清仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $0 | 0.00% | 0 | -93 | -100.0% | -$4,831 | 清仓 |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | $0 | 0.00% | 0 | -92 | -100.0% | -$4,661 | 清仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -58 | -100.0% | -$4,614 | 清仓 |
| BETA | BETA TECHNOLOGIES INC COM SHS CL A | $0 | 0.00% | 0 | -300 | -100.0% | -$4,410 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $0 | 0.00% | 0 | -83 | -100.0% | -$4,167 | 清仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $0 | 0.00% | 0 | -31 | -100.0% | -$4,042 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $0 | 0.00% | 0 | -19 | -100.0% | -$3,758 | 清仓 |
| GPC | GENUINE PARTS CO COM | $0 | 0.00% | 0 | -35 | -100.0% | -$3,711 | 清仓 |
| NVO | NOVO-NORDISK A S ADR | $0 | 0.00% | 0 | -100 | -100.0% | -$3,675 | 清仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $0 | 0.00% | 0 | -19 | -100.0% | -$3,549 | 清仓 |
| TPR | TAPESTRY INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$3,528 | 清仓 |
| ABT | ABBOTT LABORATORIES COM | $0 | 0.00% | 0 | -33 | -100.0% | -$3,358 | 清仓 |
| LMT | LOCKHEED MARTIN CORP COM | $0 | 0.00% | 0 | -5 | -100.0% | -$3,250 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $0 | 0.00% | 0 | -15 | -100.0% | -$3,178 | 清仓 |
| LOW | LOWES COS INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$3,175 | 清仓 |
| MBB | ISHARES MBS ETF | $0 | 0.00% | 0 | -33 | -100.0% | -$3,148 | 清仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $0 | 0.00% | 0 | -32 | -100.0% | -$3,103 | 清仓 |
| WAB | WABTEC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$2,999 | 清仓 |
| — | MODIV INDUSTRIAL INC COM STK CL C | $0 | 0.00% | 0 | -182 | -100.0% | -$2,611 | 清仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $0 | 0.00% | 0 | -12 | -100.0% | -$2,452 | 清仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $0 | 0.00% | 0 | -49 | -100.0% | -$2,429 | 清仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -65 | -100.0% | -$2,395 | 清仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $0 | 0.00% | 0 | -87 | -100.0% | -$2,389 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $0 | 0.00% | 0 | -3 | -100.0% | -$2,318 | 清仓 |
| — | PROSHARES ULTRASHORT EURO | $0 | 0.00% | 0 | -74 | -100.0% | -$2,190 | 清仓 |
| CL | COLGATE PALMOLIVE CO COM | $0 | 0.00% | 0 | -25 | -100.0% | -$2,091 | 清仓 |
| F | FORD MTR CO COM | $0 | 0.00% | 0 | -171 | -100.0% | -$1,973 | 清仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $0 | 0.00% | 0 | -33 | -100.0% | -$1,876 | 清仓 |
| FCAL | FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF | $0 | 0.00% | 0 | -35 | -100.0% | -$1,711 | 清仓 |
| SCHH | SCHWAB U.S. REIT ETF | $0 | 0.00% | 0 | -74 | -100.0% | -$1,584 | 清仓 |
| UGI | UGI CORP NEW COM | $0 | 0.00% | 0 | -43 | -100.0% | -$1,565 | 清仓 |
| MA | MASTERCARD INCORPORATED CL A | $0 | 0.00% | 0 | -3 | -100.0% | -$1,514 | 清仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $0 | 0.00% | 0 | -26 | -100.0% | -$1,221 | 清仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $0 | 0.00% | 0 | -48 | -100.0% | -$1,146 | 清仓 |
| FOXA | FOX CORP CL A COM | $0 | 0.00% | 0 | -14 | -100.0% | -$818 | 清仓 |
| ALC | ALCON AG ORD SHS | $0 | 0.00% | 0 | -10 | -100.0% | -$754 | 清仓 |
| — | ARMATA PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -71 | -100.0% | -$727 | 清仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $0 | 0.00% | 0 | -12 | -100.0% | -$550 | 清仓 |
| BP | BP PLC SPONSORED ADR | $0 | 0.00% | 0 | -11 | -100.0% | -$512 | 清仓 |
| — | WISDOMTREE BITCOIN FUND | $0 | 0.00% | 0 | -6 | -100.0% | -$430 | 清仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$418 | 清仓 |
| KMB | KIMBERLY-CLARK CORP COM | $0 | 0.00% | 0 | -4 | -100.0% | -$386 | 清仓 |
| WTPI | WISDOMTREE EQUITY PREMIUM INCOME FUND | $0 | 0.00% | 0 | -9 | -100.0% | -$283 | 清仓 |
| NWSA | NEWS CORP NEW CL A | $0 | 0.00% | 0 | -10 | -100.0% | -$249 | 清仓 |
| C | CITIGROUP INC COM NEW | $0 | 0.00% | 0 | -2 | -100.0% | -$227 | 清仓 |
| WCLD | WISDOMTREE CLOUD COMPUTING FUND | $0 | 0.00% | 0 | -4 | -100.0% | -$109 | 清仓 |