Teamwork Financial Advisors, LLC
- SEC CIK
- 0001629931
- 最新申報
- 2026/7/8
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/8 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 177
- 較 2025 年第 2 季 +9
- 總值
- $9.18 億
- 較 2025 年第 2 季 +$1.03 億 (+12.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 168,032 | $4,279 萬 | 4.7% | +53,343+46.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 173,942 | $3,819 萬 | 4.2% | −47,465−21.4% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 385,234 | $3,535 萬 | 3.8% | −159,181−29.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 174,303 | $3,252 萬 | 3.5% | −48,862−21.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 56,566 | $2,931 萬 | 3.2% | −11,327−16.7% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 490,348 | $2,800 萬 | 3.0% | −417,591−46.0% | 減碼 | – |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 668,021 | $2,425 萬 | 2.6% | +99,919+17.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 48,423 | $2,153 萬 | 2.3% | +24,378+101.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 80,831 | $1,965 萬 | 2.1% | +43,459+116.3% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 131,539 | $1,917 萬 | 2.1% | +58,613+80.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 25,313 | $1,864 萬 | 2.0% | −9,124−26.5% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 108,389 | $1,754 萬 | 1.9% | +60,999+128.7% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 120,908 | $1,731 萬 | 1.9% | +67,002+124.3% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 34,498 | $1,692 萬 | 1.8% | +23,503+213.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 53,283 | $1,681 萬 | 1.8% | −24,028−31.1% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 59,144 | $1,663 萬 | 1.8% | +30,684+107.8% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 39,286 | $1,628 萬 | 1.8% | −15,319−28.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 13,240 | $1,587 萬 | 1.7% | −3,650−21.6% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 25,782 | $1,585 萬 | 1.7% | −14,177−35.5% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 86,636 | $1,580 萬 | 1.7% | +58,304+205.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 16,881 | $1,563 萬 | 1.7% | −2,566−13.2% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 74,809 | $1,523 萬 | 1.7% | +53,648+253.5% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 45,115 | $1,499 萬 | 1.6% | +30,698+212.9% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 30,858 | $1,472 萬 | 1.6% | +23,077+296.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 107,875 | $1,415 萬 | 1.5% | +77,757+258.2% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 57,320 | $1,411 萬 | 1.5% | +45,753+395.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 41,495 | $1,369 萬 | 1.5% | +34,354+481.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 102,144 | $1,368 萬 | 1.5% | +102,144 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 12,384 | $1,336 萬 | 1.5% | +9,281+299.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 16,641 | $1,325 萬 | 1.4% | −11,424−40.7% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 18,045 | $1,295 萬 | 1.4% | +12,627+233.1% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 118,621 | $1,292 萬 | 1.4% | +93,783+377.6% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 42,955 | $1,292 萬 | 1.4% | +33,297+344.8% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 188,100 | $1,266 萬 | 1.4% | +152,682+431.1% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 35,104 | $1,233 萬 | 1.3% | +27,284+348.9% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 32,879 | $1,231 萬 | 1.3% | +26,258+396.6% | 加碼 | 歷史 |
| MSTRStrategy Inc | Stock | 37,733 | $1,216 萬 | 1.3% | +30,865+449.4% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 24,819 | $1,208 萬 | 1.3% | +17,812+254.2% | 加碼 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 34,755 | $1,201 萬 | 1.3% | +34,755 | 新進 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 73,416 | $1,200 萬 | 1.3% | +69,636+1,842.2% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 52,817 | $1,129 萬 | 1.2% | +52,817 | 新進 | 歷史 |
| VSTVistra Corp. | Stock | 56,363 | $1,104 萬 | 1.2% | +56,363 | 新進 | 歷史 |
| Tidal Trust I886364231 | FUND GRAN US ETF | 414,077 | $1,035 萬 | 1.1% | +80,629+24.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 73,177 | $825.1 萬 | 0.9% | +1,445+2.0% | 加碼 | 歷史 |
| LACLithium Americas Corp. | Stock | 1,281,740 | $731.9 萬 | 0.8% | +268,918+26.6% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 19,797 | $552.9 萬 | 0.6% | +1,157+6.2% | 加碼 | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 103,098 | $539.2 萬 | 0.6% | +14,886+16.9% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 17,760 | $432.6 萬 | 0.5% | +291+1.7% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 25,612 | $426.1 萬 | 0.5% | +6,903+36.9% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 23,136 | $393.9 萬 | 0.4% | −42−0.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 73,221 | $361.1 萬 | 0.4% | −755,957−91.2% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 10,186 | $359.3 萬 | 0.4% | +3,919+62.5% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 36,460 | $357.2 萬 | 0.4% | +2,892+8.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,924 | $348.1 萬 | 0.4% | −338−4.7% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 59,429 | $320.2 萬 | 0.3% | +7,753+15.0% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 54,486 | $313.4 萬 | 0.3% | −396,538−87.9% | 減碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 20,973 | $300.1 萬 | 0.3% | −12,313−37.0% | 減碼 | 歷史 |
| SoFi Select 500 ETF886364173 | ETF | 22,169 | $286.4 萬 | 0.3% | −2,357−9.6% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 85,681 | $267.9 萬 | 0.3% | +47,392+123.8% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 14,974 | $250.5 萬 | 0.3% | +53+0.4% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 9,737 | $240.5 萬 | 0.3% | −55,286−85.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 6,957 | $237.6 萬 | 0.3% | +270+4.0% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 17,549 | $235.1 萬 | 0.3% | −8,590−32.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 16,443 | $230.9 萬 | 0.3% | +3,582+27.9% | 加碼 | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 36,252 | $227.3 萬 | 0.2% | +839+2.4% | 加碼 | – |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 41,417 | $224.5 萬 | 0.2% | +8,967+27.6% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 4,981 | $222.8 萬 | 0.2% | −30,617−86.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 27,476 | $215.3 萬 | 0.2% | −1,038−3.6% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 48,963 | $212.6 萬 | 0.2% | +120+0.2% | 加碼 | – |
| PFEPfizer Inc | Stock | 81,894 | $208.7 萬 | 0.2% | +17,456+27.1% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 30,562 | $204.9 萬 | 0.2% | −20,122−39.7% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,889 | $203.3 萬 | 0.2% | +1,380+30.6% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 73,772 | $194.9 萬 | 0.2% | −27,479−27.1% | 減碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 109,168 | $192.2 萬 | 0.2% | +36,323+49.9% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 66,006 | $180.2 萬 | 0.2% | −4,662−6.6% | 減碼 | – |
| AREAlexandria Real Estate Equities, Inc. | COM | 21,577 | $179.8 萬 | 0.2% | +3,963+22.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,895 | $177.3 萬 | 0.2% | −275−8.7% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 21,059 | $175.9 萬 | 0.2% | +5,504+35.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,378 | $174.9 萬 | 0.2% | +2,577+53.7% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 29,546 | $164.0 萬 | 0.2% | +11,158+60.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 7,412 | $151.7 萬 | 0.2% | −73−1.0% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 13,288 | $149.0 萬 | 0.2% | −7−0.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,418 | $145.2 萬 | 0.2% | +264+12.3% | 加碼 | – |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 31,945 | $133.9 萬 | 0.1% | −32,218−50.2% | 減碼 | – |
| RKLBRocket Lab Corp | COM | 25,390 | $121.6 萬 | 0.1% | +14,800+139.8% | 加碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 6,041 | $118.3 萬 | 0.1% | +3,546+142.1% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 23,258 | $114.0 萬 | 0.1% | +5,807+33.3% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 16,353 | $111.3 萬 | 0.1% | +771+4.9% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 8,629 | $105.7 萬 | 0.1% | −991−10.3% | 減碼 | – |
| MELIMercadolibre Inc | COM | 451 | $105.4 萬 | 0.1% | +20+4.6% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 15,873 | $96.5 萬 | 0.1% | −1,117−6.6% | 減碼 | 歷史 |
| Pacer FDS Tr69374H386 | DATA & DIGI REVO | 14,253 | $95.4 萬 | 0.1% | +14,253 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,374 | $92.0 萬 | 0.1% | −97−6.6% | 減碼 | – |
| TDGTransDigm Group INC | COM | 690 | $90.9 萬 | 0.1% | −245−26.2% | 減碼 | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 22,415 | $87.8 萬 | 0.1% | +22,415 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 8,170 | $84.2 萬 | 0.1% | +1,268+18.4% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 14,257 | $81.7 萬 | 0.1% | −61,325−81.1% | 減碼 | – |
| OHIOmega Healthcare Investors Inc | COM | 18,858 | $79.6 萬 | 0.1% | −880−4.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 17,349 | $76.3 萬 | 0.1% | −1,433−7.6% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,704 | $72.6 萬 | 0.1% | −7,410−61.2% | 減碼 | – |
選擇權（28 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| AMZNAmazon Com Inc | Stock | – | $1,173 萬 |
| AAPLApple Inc. | Stock | – | $779.2 萬 |
| XOMExxonMobil Holdings Corp | COM | – | $691.2 萬 |
| MSFTMicrosoft Corp | Stock | – | $502.4 萬 |
| PLTRPalantir Technologies Inc. | Stock | – | $226.2 萬 |
| NFLXNetflix Inc | Stock | – | $181.5 萬 |
| TSLATesla, Inc. | Stock | – | $155.7 萬 |
| HOODRobinhood Markets, Inc. | Stock | – | $151.8 萬 |
| MSTRStrategy Inc | Stock | – | $122.4 萬 |
| AMDAdvanced Micro Devices Inc | Stock | – | $106.8 萬 |
| JPMJPMorgan Chase & Co | Stock | – | $100.9 萬 |
| GOOGAlphabet Inc. | Stock | – | $99.9 萬 |
| EMREmerson Electric Co | Stock | – | $98.4 萬 |
| PANWPalo Alto Networks Inc | Stock | – | $97.7 萬 |
| GRMNGarmin Ltd | SHS | – | $93.6 萬 |
| BRK.BBerkshire Hathaway Inc | Stock | – | $90.5 萬 |
| PWRQuanta Services, Inc. | COM | – | $87.0 萬 |
| GEVGE Vernova Inc. | Stock | – | $86.1 萬 |
| CATCaterpillar Inc | Stock | – | $85.9 萬 |
| CRWDCrowdStrike Holdings, Inc. | Stock | – | $83.4 萬 |
| FANGDiamondback Energy, Inc. | Stock | – | $64.4 萬 |
| EPDEnterprise Products Partners L.P. | Stock | – | $49.1 萬 |
| COSTCostco Wholesale Corp | Stock | – | $46.3 萬 |
| UBERUber Technologies, Inc | Stock | – | $35.3 萬 |
| ANETArista Networks, Inc. | Stock | – | $29.1 萬 |
| ISRGIntuitive Surgical Inc | COM NEW | – | $22.4 萬 |
| IBITiShares Bitcoin Trust ETF | ETF | – | $16.3 萬 |
| METAMeta Platforms, Inc. | Stock | – | $7.34 萬 |
2025 年第 2 季之後清倉（10 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 999,701 | $2,766 萬 | 3.4% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,025 | $73.2 萬 | 0.1% | – |
| WMBWilliams Companies, Inc. | COM | 4,640 | $29.1 萬 | <0.1% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,419 | $27.4 萬 | <0.1% | – |
| LLYEli Lilly & Co | Stock | 351 | $27.4 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 5,253 | $23.9 萬 | <0.1% | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 519 | $23.1 萬 | <0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,515 | $22.9 萬 | <0.1% | – |
| ARCCAres Capital Corp | CEF | 9,969 | $21.9 萬 | <0.1% | 歷史 |
| SMCISuper Micro Computer, Inc. | Stock | 4,212 | $20.6 萬 | <0.1% | 歷史 |