13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001629931
申报总市值
US$9.1亿
US$9.1亿
184 檔
22.0%
Q2 2026 季度申报显示，Teamwork Financial Advisors, LLC 披露的美股组合总市值为 US$9.1亿，涵盖 184 个不同之权益投资仓位。
Teamwork Financial Advisors, LLC 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 23 个全新仓位及加仓 75 档持股的同时，亦同步清仓 18 档并减仓 76 档标的。
在资产配置集中度方面，Teamwork Financial Advisors, LLC 的前 5 大核心持股（包含 AAPL, AMZN, NVDA 等）合计占整体申报市值的 22.0%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
LLY
市值: US$1278.8万
本季最大获利了结 / 清仓标的
PPG
前期市值: US$925.7万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 4.61% | +0.03% | -1.08% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.19% | +0.87% | -7.91% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.40% | +0.81% | -11.84% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.37% | -1.64% | +64.88% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-其他 | 2.55% | +0.55% | +4.61% | |
| 6 | GRNJ | Fundstr Gran Sh US Sm & Mid | ETF-其他 | 2.36% | -1.99% | +3.15% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.22% | +0.09% | +0.08% | |
| 8 | AMD | Advanced Micro Devices | 股票-科技 | 2.19% | +0.07% | -53.84% | |
| 9 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 2.18% | -2.10% | +12.97% | |
| 10 | PAVE | Global X US Infrastructure | ETF-其他 | 2.15% | +0.20% | +12.16% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.11% | +0.24% | -4.05% | |
| 12 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 2.01% | -0.33% | +0.18% | |
| 13 | ICOW | Pacer Developed Markets Inte | ETF-其他 | 1.88% | +0.44% | +9.07% | |
| 14 | KLAC | Kla CORP | 股票-科技 | 1.88% | -0.37% | +698.00% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.85% | -1.05% | +8.25% | |
| 16 | TSLA | Tesla Inc | 股票-周期性消费 | 1.82% | -0.11% | +6.62% | |
| 17 | GEV | GE Vernova Inc | 股票-工业 | 1.69% | -0.09% | -15.39% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.66% | -1.66% | EXIT | |
| 19 | ANET | Arista Networks Inc | 股票-科技 | 1.62% | — | -11.62% | |
| 20 | PWR | Quanta Services Inc | 股票-工业 | 1.52% | +0.15% | -15.48% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | -0.09% | -6.33% | |
| 22 | CAT | Caterpillar Inc | 股票-工业 | 1.44% | -0.02% | -13.32% | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 1.39% | +0.06% | +389.18% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 1.32% | -1.01% | -10.48% | |
| 25 | GE | General Electric | 股票-工业 | 1.29% | +0.01% | +4.36% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.29% | +0.05% | -1.42% | |
| 27 | DE | Deere & Co | 股票-工业 | 1.25% | +0.22% | +17.48% | |
| 28 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.24% | +0.12% | -5.77% | |
| 29 | NFLX | Netflix Inc | 股票-通信服务 | 1.22% | +0.01% | +2.31% | |
| 30 | PNC | Pnc Financial Services Group | 股票-金融 | 1.22% | -1.16% | +11.85% | |
| 31 | AXP | American Express Co | 股票-金融 | 1.21% | -1.10% | +2.72% | |
| 32 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 1.19% | +0.07% | -2.47% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.18% | +0.10% | +1854.68% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.16% | +0.28% | — | |
| 35 | ETN | Eaton Corporation plc | 股票-工业 | 1.14% | +0.30% | -7.30% | |
| 36 | TPL | Texas Pacific Land CORP | 股票-能源 | 1.14% | -1.11% | +94.05% | |
| 37 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.14% | +0.41% | +4.16% | |
| 38 | PKG | Packaging CORP Of America | 股票-周期性消费 | 1.12% | +0.18% | +13.48% | |
| 39 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 1.12% | -0.99% | +22.73% | |
| 40 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.10% | +0.15% | -15.47% | |
| 41 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.09% | +0.28% | +6.74% | |
| 42 | UNP | Union Pacific CORP | 股票-工业 | 1.09% | +0.20% | +9.41% | |
| 43 | PM | Philip Morris International | 股票-非周期性消费 | 1.08% | +0.29% | +2662.62% | |
| 44 | VST | Vistra CORP | 股票-公用事业 | 1.07% | +0.28% | -2.73% | |
| 45 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.06% | +0.32% | -21.11% | |
| 46 | APD | Air Products & Chemicals Inc | 股票-原材料 | 1.06% | -1.01% | -2.84% | |
| 47 | OKE | Oneok Inc | 股票-能源 | 1.01% | -1.01% | EXIT | |
| 48 | MP | Mp Materials CORP | 股票-原材料 | 0.97% | -0.91% | — | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.94% | +0.34% | +330.02% | |
| 50 | CF | Cf Industries Holdings Inc | 股票-原材料 | 0.92% | +0.27% | — |
根据 SEC 官方 Form 13F 申报备案，Teamwork Financial Advisors, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$9.1亿，共申报了 184 个公开持股仓位。
在 Q2 2026 季度，Teamwork Financial Advisors, LLC 按市值排列的前三大核心持股分别为：AAPL (4.6%)、AMZN (4.2%)、NVDA (3.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.6% 的权重。
在 Q2 2026 季度中，Teamwork Financial Advisors, LLC 共进行了 192 项持仓异动，包含新建仓 23 个仓位、加仓 75 个仓位、减仓 76 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 LLY。 本季清仓仓位包含 PPG。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。