Teamwork Financial Advisors, LLC
- SEC CIK
- 0001629931
- 最新申報
- 2026/7/8
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/9 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 173
- 較 2025 年第 3 季 −4
- 總值
- $9.38 億
- 較 2025 年第 3 季 +$2,031 萬 (+2.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 160,466 | $4,362 萬 | 4.6% | −7,566−4.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 178,916 | $4,130 萬 | 4.4% | +4,974+2.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 178,981 | $3,338 萬 | 3.6% | +4,678+2.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 59,385 | $2,872 萬 | 3.1% | +2,819+5.0% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 292,349 | $2,671 萬 | 2.8% | −92,885−24.1% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 545,485 | $2,380 萬 | 2.5% | +545,485 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 74,931 | $2,345 萬 | 2.5% | −5,900−7.3% | 減碼 | 歷史 |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 651,817 | $2,295 萬 | 2.4% | −16,204−2.4% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 34,315 | $2,265 萬 | 2.4% | +9,002+35.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 47,975 | $2,158 萬 | 2.3% | −448−0.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 55,267 | $1,781 萬 | 1.9% | +1,984+3.7% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 135,367 | $1,774 萬 | 1.9% | +3,828+2.9% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 27,069 | $1,769 萬 | 1.9% | +1,287+5.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 79,919 | $1,712 萬 | 1.8% | −28,470−26.3% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 89,195 | $1,585 萬 | 1.7% | +2,559+3.0% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 37,553 | $1,585 萬 | 1.7% | −1,733−4.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 45,104 | $1,561 萬 | 1.7% | +3,609+8.7% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 29,488 | $1,541 萬 | 1.6% | +4,669+18.8% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 113,999 | $1,513 萬 | 1.6% | +6,124+5.7% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 32,119 | $1,506 萬 | 1.6% | −2,379−6.9% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 16,959 | $1,491 萬 | 1.6% | +318+1.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 17,266 | $1,489 萬 | 1.6% | +385+2.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 86,166 | $1,475 萬 | 1.6% | −15,978−15.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 39,581 | $1,464 萬 | 1.6% | −5,534−12.3% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 51,469 | $1,458 萬 | 1.6% | −1,348−2.6% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 25,352 | $1,440 萬 | 1.5% | +7,307+40.5% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 11,751 | $1,428 萬 | 1.5% | −633−5.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 24,828 | $1,422 萬 | 1.5% | −6,030−19.5% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 180,195 | $1,382 萬 | 1.5% | −7,905−4.2% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 118,936 | $1,381 萬 | 1.5% | +315+0.3% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 65,690 | $1,371 萬 | 1.5% | +65,690 | 新進 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 121,112 | $1,370 萬 | 1.5% | +204+0.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 145,784 | $1,367 萬 | 1.5% | +13,384+10.1% | 加碼依 10 比 1 拆股換算 | 歷史 |
| GEGeneral Electric Co | Stock | 43,633 | $1,344 萬 | 1.4% | +678+1.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 84,548 | $1,299 萬 | 1.4% | +82,752+4,607.6% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 78,855 | $1,272 萬 | 1.4% | +22,492+39.9% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 64,248 | $1,267 萬 | 1.3% | +62,104+2,896.6% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 39,944 | $1,249 萬 | 1.3% | +4,840+13.8% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 67,338 | $1,240 萬 | 1.3% | −7,471−10.0% | 減碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 460,120 | $1,205 萬 | 1.3% | +386,348+523.7% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 25,505 | $1,187 萬 | 1.3% | +25,505 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 35,991 | $1,146 萬 | 1.2% | +3,112+9.5% | 加碼 | 歷史 |
| Tidal Trust I886364231 | FUND GRAN US ETF | 400,667 | $992.1 萬 | 1.1% | −13,410−3.2% | 減碼 | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 178,663 | $938.5 萬 | 1.0% | +75,565+73.3% | 加碼 | – |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 167,677 | $903.1 萬 | 1.0% | +126,260+304.9% | 加碼 | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 77,752 | $894.9 萬 | 1.0% | +75,383+3,182.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 72,634 | $874.1 萬 | 0.9% | −543−0.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,929 | $575.2 萬 | 0.6% | −868−4.4% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 98,714 | $565.0 萬 | 0.6% | −391,634−79.9% | 減碼 | – |
| NVONovo Nordisk A S | ADR | 98,666 | $502.0 萬 | 0.5% | +69,120+233.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 15,526 | $487.2 萬 | 0.5% | −2,234−12.6% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 12,326 | $431.4 萬 | 0.5% | +2,140+21.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 12,137 | $400.6 萬 | 0.4% | +6,248+106.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 78,607 | $386.4 萬 | 0.4% | +5,386+7.4% | 加碼 | – |
| VLOValero Energy Corp | Stock | 23,046 | $375.2 萬 | 0.4% | −90−0.4% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 65,919 | $361.0 萬 | 0.4% | +6,490+10.9% | 加碼 | – |
| ORCLOracle Corp | Stock | 17,858 | $348.1 萬 | 0.4% | −41,286−69.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,450 | $324.2 萬 | 0.3% | −474−6.8% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 95,309 | $305.6 萬 | 0.3% | +9,628+11.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,620 | $267.2 萬 | 0.3% | +663+9.5% | 加碼 | 歷史 |
| SoFi Select 500 ETF886364173 | ETF | 20,077 | $265.3 萬 | 0.3% | −2,092−9.4% | 減碼 | – |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 40,848 | $247.3 萬 | 0.3% | +4,596+12.7% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 8,689 | $230.2 萬 | 0.2% | +1,311+17.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 51,814 | $229.7 萬 | 0.2% | +2,851+5.8% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 13,341 | $228.2 萬 | 0.2% | −12,271−47.9% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 88,785 | $221.1 萬 | 0.2% | +6,891+8.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 27,105 | $217.4 萬 | 0.2% | −371−1.4% | 減碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 14,156 | $212.8 萬 | 0.2% | −6,817−32.5% | 減碼 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 6,293 | $206.8 萬 | 0.2% | −28,462−81.9% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 12,954 | $200.9 萬 | 0.2% | +8,250+175.4% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 13,636 | $195.7 萬 | 0.2% | −2,807−17.1% | 減碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 128,449 | $192.7 萬 | 0.2% | +19,281+17.7% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 49,883 | $189.4 萬 | 0.2% | +26,625+114.5% | 加碼 | 歷史 |
| ETHAiShares Ethereum Trust ETF | SHS | 81,422 | $182.6 萬 | 0.2% | +81,422 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 18,351 | $182.0 萬 | 0.2% | −2,708−12.9% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 22,244 | $181.8 萬 | 0.2% | −14,216−39.0% | 減碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 108,676 | $178.1 萬 | 0.2% | +108,676 | 新進 | 歷史 |
| EOGEOG Resources Inc | Stock | 16,594 | $174.3 萬 | 0.2% | +3,306+24.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,746 | $172.3 萬 | 0.2% | −149−5.1% | 減碼 | – |
| LACLithium Americas Corp. | Stock | 379,828 | $165.6 萬 | 0.2% | −901,912−70.4% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 60,358 | $165.6 萬 | 0.2% | −5,648−8.6% | 減碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 28,034 | $163.7 萬 | 0.2% | −2,528−8.3% | 減碼 | 歷史 |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 37,374 | $158.8 萬 | 0.2% | +5,429+17.0% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 25,358 | $147.4 萬 | 0.2% | −29,128−53.5% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 19,465 | $135.1 萬 | 0.1% | +3,112+19.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,111 | $129.7 萬 | 0.1% | −307−12.7% | 減碼 | – |
| MUMicron Technology Inc | Stock | 4,494 | $128.3 萬 | 0.1% | −10,480−70.0% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,599 | $109.5 萬 | 0.1% | +225+16.4% | 加碼 | – |
| MELIMercadolibre Inc | COM | 540 | $108.8 萬 | 0.1% | +89+19.7% | 加碼 | 歷史 |
| Pacer FDS Tr69374H386 | DATA & DIGI REVO | 16,466 | $105.5 萬 | 0.1% | +2,213+15.5% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 8,117 | $98.7 萬 | 0.1% | −512−5.9% | 減碼 | – |
| ALABAstera Labs, Inc. | Stock | 5,881 | $97.8 萬 | 0.1% | −160−2.6% | 減碼 | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 32,206 | $90.4 萬 | 0.1% | +9,791+43.7% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 4,382 | $88.9 萬 | 0.1% | −52,938−92.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,916 | $88.2 萬 | 0.1% | −254−3.1% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,536 | $87.0 萬 | 0.1% | −3,445−69.2% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,318 | $85.3 萬 | 0.1% | −4,094−55.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 5,535 | $84.4 萬 | 0.1% | +2,293+70.7% | 加碼 | 歷史 |
| RKLBRocket Lab Corp | COM | 11,635 | $81.2 萬 | 0.1% | −13,755−54.2% | 減碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 17,938 | $79.5 萬 | 0.1% | −920−4.9% | 減碼 | 歷史 |
選擇權（32 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 | – | $957.9 萬 |
| AAPLApple Inc. | Stock | – | $815.6 萬 |
| XOMExxonMobil Holdings Corp | COM | – | $719.6 萬 |
| NVDANVIDIA Corp | Stock | – | $662.1 萬 |
| MSFTMicrosoft Corp | Stock | – | $295.0 萬 |
| PLTRPalantir Technologies Inc. | Stock | – | $213.3 萬 |
| METAMeta Platforms, Inc. | Stock | – | $171.6 萬 |
| TSLATesla, Inc. | Stock | – | $116.9 萬 |
| HOODRobinhood Markets, Inc. | Stock | – | $112.0 萬 |
| LRCXLam Research Corp | Stock | – | $111.3 萬 |
| EMREmerson Electric Co | Stock | – | $91.6 萬 |
| BRK.BBerkshire Hathaway Inc | Stock | – | $90.5 萬 |
| JPMJPMorgan Chase & Co | Stock | – | $90.2 萬 |
| PANWPalo Alto Networks Inc | Stock | – | $84.7 萬 |
| PWRQuanta Services, Inc. | COM | – | $67.5 萬 |
| CRWDCrowdStrike Holdings, Inc. | Stock | – | $65.6 萬 |
| GEVGE Vernova Inc. | Stock | – | $65.4 萬 |
| FANGDiamondback Energy, Inc. | Stock | – | $55.6 萬 |
| GSGoldman Sachs Group Inc | Stock | – | $52.7 萬 |
| AMDAdvanced Micro Devices Inc | Stock | – | $51.4 萬 |
| EPDEnterprise Products Partners L.P. | Stock | – | $50.3 萬 |
| COSTCostco Wholesale Corp | Stock | – | $43.1 萬 |
| CVXChevron Corp | Stock | – | $42.7 萬 |
| UBERUber Technologies, Inc | Stock | – | $29.4 萬 |
| NFLXNetflix Inc | Stock | – | $28.1 萬 |
| ANETArista Networks, Inc. | Stock | – | $26.2 萬 |
| VVisa Inc. | Stock | – | $17.5 萬 |
| GOOGAlphabet Inc. | Stock | – | $12.6 萬 |
| IBITiShares Bitcoin Trust ETF | ETF | – | $12.4 萬 |
| ISRGIntuitive Surgical Inc | COM NEW | – | $11.3 萬 |
| MSTRStrategy Inc | Stock | – | $10.6 萬 |
| CATCaterpillar Inc | Stock | – | $5.73 萬 |
2025 年第 3 季之後清倉（23 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PGRProgressive Corp | Stock | 9,737 | $240.5 萬 | 0.3% | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 21,577 | $179.8 萬 | 0.2% | 歷史 |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 10,186 | $52.9 萬 | 0.1% | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 15,210 | $41.0 萬 | <0.1% | – |
| ZSZscaler, Inc. | Stock | 1,236 | $37.0 萬 | <0.1% | 歷史 |
| FICOFair Isaac Corp | COM | 200 | $29.9 萬 | <0.1% | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 6,780 | $29.7 萬 | <0.1% | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,346 | $27.8 萬 | <0.1% | 歷史 |
| DVNDevon Energy Corp | Stock | 6,724 | $23.6 萬 | <0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,362 | $23.0 萬 | <0.1% | 歷史 |
| FDXFedEx Corp | Stock | 934 | $22.0 萬 | <0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 4,531 | $21.4 萬 | <0.1% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 1,937 | $20.9 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | Stock | 178 | $20.8 萬 | <0.1% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,468 | $20.4 萬 | <0.1% | – |
| KOCoca Cola Co | Stock | 3,063 | $20.3 萬 | <0.1% | 歷史 |
| DISWalt Disney Co | Stock | 1,751 | $20.1 萬 | <0.1% | 歷史 |
| Global X FDS37950E291 | GLOBX SUPDV US | 10,665 | $18.9 萬 | <0.1% | – |
| Two Harbors Investment Corp.90187B804 | COM | 11,320 | $11.2 萬 | <0.1% | – |
| OPENOpendoor Technologies Inc. | COM | 12,477 | $9.94 萬 | <0.1% | 歷史 |
| MPTMedical Properties Trust Inc | COM | 14,200 | $7.20 萬 | <0.1% | 歷史 |
| PSECProspect Capital Corp | COM | 12,733 | $3.50 萬 | <0.1% | 歷史 |
| SACHSachem Capital Corp. | COM | 20,941 | $2.32 萬 | <0.1% | 歷史 |