Team Financial Group, LLC 13F 持仓 · 2026年Q2

Name: Team Financial Group 13F 持仓 2026年Q2：56 只证券、2.4 亿美元
Creator: ko.io

Team Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 56 只证券，申报市值合计 2.36 亿美元。前几大持仓：DGRW（16.54%）、EPS（15.11%）、USFR（8.26%）。本季前 25 大持仓中：增持 18 只、减持 7 只。

排名	代码	公司	市值	占组合	股数	变动
1	DGRW	WISDOMTREE US QUALITY DIVIDEND GROWTH FUND	$39.0M	16.54%	407,395	增持
2	EPS	WISDOMTREE U.S. LARGECAP FUND	$35.6M	15.11%	457,411	增持
3	USFR	WISDOMTREE FLOATING RATE TREASURY FUND	$19.5M	8.26%	386,358	减持
4	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	$18.9M	8.01%	557,480	增持
5	USMF	WISDOMTREE U.S. MULTIFACTOR FUND	$15.5M	6.58%	285,798	减持
6	PTRB	PGIM TOTAL RETURN BOND ETF	$13.3M	5.64%	320,609	减持
7	PSDM	PGIM SHORT DURATION MULTI-SECTOR BOND ETF	$11.1M	4.72%	218,467	增持
8	WTV	WISDOMTREE US VALUE FUND OF BENEF INTEREST	$10.8M	4.59%	106,286	增持
9	AVLV	AVANTIS U.S. LARGE CAP VALUE ETF	$10.3M	4.37%	112,982	增持
10	COWG	PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF	$9.2M	3.91%	229,660	增持
11	AVMV	AVANTIS U.S. MID CAP VALUE ETF	$7.8M	3.29%	96,363	增持
12	AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	$6.8M	2.91%	54,868	减持
13	GLDM	SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST	$6.2M	2.65%	78,500	增持
14	COWZ	PACER US CASH COWS 100 ETF	$5.5M	2.34%	88,574	减持
15	GCC	WISDOMTREE ENHANCED COMMODITY STRATEGY FUND	$3.0M	1.25%	130,413	增持
16	DLN	WISDOMTREE U.S. LARGECAP DIVIDEND FUND	$2.2M	0.93%	22,647	增持
17	PAAA	PGIM AAA CLO ETF	$1.9M	0.80%	36,970	增持
18	LMBS	FIRST TRUST LOW DURATION OPPORTUNITIES ETF	$1.6M	0.67%	31,728	增持
19	SCHO	SCHWAB SHORT-TERM US TREASURY ETF	$1.6M	0.67%	65,251	增持
20	IVV	ISHARES CORE S&P 500 ETF	$1.3M	0.54%	1,695	增持
21	AVMC	AVANTIS U.S. MID CAP EQUITY ETF	$1.2M	0.49%	14,516	增持
22	AVLC	AVANTIS U.S. LARGE CAP EQUITY ETF	$931,890	0.40%	10,359	增持
23	AAPL	APPLE INC COM	$787,753	0.33%	2,722	增持
24	DON	WISDOMTREE U.S. MIDCAP DIVIDEND FUND	$778,862	0.33%	13,780	减持
25	BSV	VANGUARD SHORT-TERM BOND ETF	$580,480	0.25%	7,451	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR