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Tradewinds, LLC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Tradewinds, LLC.
报告期 2026-03-31 · CIK 0001932342
持仓数
153
前50大市值合计
$268.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
21Q4
22Q2 调仓
2021-12-31 → 2022-06-30 · 共 129 项
建仓 73
增持 22
减持 21
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
MSFT
MICROSOFT CORP
+$7.1M
27,636
建仓
PG
PROCTER & GAMBLE CO
+$5.7M
39,322
减持
NVDA
NVIDIA CORP
-$5.3M
2,737
-76%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
PEP
PEPSICO INCORPORATED
+$4.3M
25,875
清仓
APD
AIR PRODUCTS & CHEMICALS INC
-$3.9M
0
-100%
建仓
WMT
WALMART INC
+$3.9M
32,141
建仓
HON
HONEYWELL INTERNATIONAL INC
+$3.7M
21,396
建仓
VOO
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW
+$3.7M
10,526
建仓
DE
DEERE & CO
+$3.6M
11,949
增持
NEE
NEXTERA ENERGY INC
+$3.5M
56,585
+312%
建仓
CL
COLGATE-PALMOLIVE CO
+$3.3M
41,615
建仓
MS
MORGAN STANLEY & CO
+$3.1M
41,303
增持
AAPL
APPLE INC
-$3.0M
54,362
+0%
增持
STWD
STARWOOD PROPERTY TR INC
+$2.9M
159,208
+685%
建仓
SBUX
STARBUCKS CORP
+$2.9M
37,734
建仓
AGG
ISHARES CORE U.S. ETF AGGREGATE BOND
+$2.8M
27,634
减持
JPM
JPMORGAN CHASE & CO
-$2.8M
26,582
-22%
建仓
ITW
ILLINOIS TOOL WORKS INC
+$2.8M
15,097
建仓
NKE
NIKE INC CLASS B
+$2.7M
25,956
建仓
ROK
ROCKWELL AUTOMATION INC
+$2.7M
13,308
建仓
JNJ
JOHNSON & JOHNSON
+$2.6M
14,668
减持
AMZN
AMAZON COM INC
-$2.3M
42,283
-5%
建仓
BND
VANGUARD TOTAL BOND ETF MARKET
+$2.2M
29,104
减持
GOOG
ALPHABET INC NON VOTING CAP STK CL C
-$1.8M
1,630
-96%
建仓
LLY
ELI LILLY & CO
+$1.5M
4,672
建仓
CAT
CATERPILLAR INC
+$1.5M
8,387
减持
V
VISA INC CLASS A
-$1.5M
17,912
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC SERIES B NEW
-$1.4M
13,717
-5%
建仓
IVV
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD
+$1.2M
3,125
减持
JPST
JPMORGAN ETF ULTRA-SHORT INCOME
-$1.1M
33,838
-38%
建仓
MCD
MCDONALDS CORP
+$1.0M
4,182
建仓
CVX
CHEVRON CORPORATION
+$974.0K
6,729
建仓
FNB
FNB CORP PA
+$950.0K
87,490
建仓
PFE
PFIZER INCORPORATED
+$729.0K
13,910
建仓
INTC
INTEL CORP
+$684.0K
18,274
建仓
UPS
UNITED PARCEL SERVICE-B
+$673.0K
3,688
建仓
KO
COCA-COLA COMPANY
+$603.0K
9,587
建仓
SPIP
SPDR PORTFOLIO TIPS ETF
+$564.0K
20,477
建仓
IWM
ISHARES ETF RUSSELL 2000
+$557.0K
3,286
建仓
LQD
ISHARES IBOXX & ETF INVESTMENT GRADE CORP BD
+$553.0K
5,030
建仓
KMB
KIMBERLY-CLARK CORP
+$542.0K
4,011
增持
TSLA
TESLA INC
+$538.8K
1,125
+28%
减持
UNH
UNITEDHEALTH GROUP INC
-$528.5K
21,283
-2%
建仓
UNP
UNION PACIFIC CORP
+$528.0K
2,476
建仓
GD
GENL DYNAMICS CORP
+$506.0K
2,289
建仓
EMR
EMERSON ELECTRIC CO
+$504.0K
6,331
建仓
IBM
INTERNATIONAL BUSINESS MACHINE CORP
+$492.0K
3,481
建仓
HD
HOME DEPOT INC
+$484.0K
1,766
建仓
LMT
LOCKHEED MARTIN CORP
+$483.0K
1,124
建仓
CSX
CSX CORP
+$477.0K
16,428
清仓
EOG
EOG RESOURCES INC
-$472.6K
0
-100%
减持
FCNCA
FIRST CITIZENS BANCSHARES CLASS A
-$464.8K
606
-0%
建仓
SO
SOUTHERN COMPANY
+$462.0K
6,484
建仓
VWO
VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
+$444.0K
10,654
增持
VZ
VERIZON COMMUNICATIONS COM
+$423.1K
17,999
+39%
建仓
VTI
VANGUARD TOTAL STOCK ETF MARKET ETF
+$400.0K
2,120
建仓
VEA
VANGUARD FTSE ETF DEVELOPED MARKETS ETF
+$399.0K
9,768
建仓
VO
VANGUARD MID CAP ETF
+$397.0K
2,014
建仓
PPG
P P G INDUSTRIES INC
+$388.0K
3,394
建仓
PSX
PHILLIPS 66
+$379.0K
4,617
清仓
DNP
DNP SELECT INCOME FD
-$368.4K
0
-100%
建仓
USB
US BANCORP NEW
+$359.0K
7,808
建仓
INTU
INTUIT INC
+$357.0K
925
增持
D
DOMINION ENERGY INC
+$355.8K
10,096
+5%
建仓
HSY
HERSHEY COMPANY
+$344.0K
1,600
建仓
SYY
SYSCO CORPORATION
+$318.0K
3,758
清仓
KVUE
KENVUE INC
-$306.3K
0
-100%
建仓
GPC
GENUINE PARTS CO COM
+$305.0K
2,295
建仓
IVE
ISHARES S&P500 VALUE ETF
+$303.0K
2,207
建仓
IJH
ISHARES CORE S&P MID ETF ETF
+$301.0K
1,331
建仓
MTB
M & T BANK CORP
+$300.0K
1,884
建仓
IVW
ISHARES S&P 500 ETF GROWTH
+$295.0K
4,895
建仓
—
GSK PLC ADRCHG
+$289.0K
6,634
建仓
VXUS
VANGUARD TOTAL INTL ETF STOCK INDEX FUND
+$283.0K
5,490
建仓
GILD
GILEAD SCIENCES INC
+$283.0K
4,573
建仓
PM
PHILIP MORRIS INTERNATIONAL INC
+$278.0K
2,819
建仓
MRSH
MARSH AND MC LENNAN COMPANIES INC
+$272.0K
1,750
建仓
DOV
DOVER CORP COMMON
+$264.0K
2,174
清仓
META
META PLATFORMS INC CLASS A
-$257.0K
0
-100%
建仓
LOW
LOWES COMPANIES INC
+$254.0K
1,455
建仓
QTEC
FIRST TRUST NASDAQ100ETF TECHNOLOGY INDEXFUND
+$254.0K
2,221
清仓
GOOGL
ALPHABET INC VOTING CAP STK CL A
-$253.7K
0
-100%
清仓
IEFA
ISHARES CORE MSCI ETF EAFE ETF
-$249.5K
0
-100%
建仓
EVRG
EVERGY INC
+$249.0K
3,813
清仓
VIS
VANGUARD INDUSTRIALS ETF
-$241.0K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$227.8K
0
-100%
建仓
CI
CIGNA CORP NEW
+$225.0K
853
清仓
KIE
SPDR S&P INSURANCE ETF
-$224.8K
0
-100%
清仓
CTVA
CORTEVA INC
-$224.7K
0
-100%
建仓
BMY
BRISTOL MYERS SQUIBB CO
+$224.0K
2,904
建仓
MMM
3M CO
+$224.0K
1,733
建仓
WY
WEYERHAEUSER CO
+$223.0K
6,728
清仓
DGX
QUEST DIAGNOSTICS INC
-$216.7K
0
-100%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$215.0K
5,685
建仓
PSA
PUBLIC STORAGE INC REIT
+$212.0K
677
建仓
ITOT
ISHARES CORE S&P TOT ETF U.S. STOCK MARKET ETF
+$203.0K
2,426
建仓
NSC
NORFOLK SOUTHERN CORP
+$203.0K
893
建仓
EMN
EASTMAN CHEMICAL CO
+$203.0K
2,257
建仓
IEMG
ISHARES INC ETF CORE MSCI EMERGING MKTS
+$202.0K
4,117
清仓
RSPM
INVESCO TR ETF S&P 500 EQUAL WEIGHT MATLS
-$202.0K
0
-100%
建仓
LDOS
LEIDOS HOLDINGS INC
+$201.0K
2,000
减持
—
BLACKROCK INC
-$186.3K
394
-25%
增持
TFC
TRUIST FINL CORP
+$145.3K
12,246
+4%
减持
AMGN
AMGEN INC
-$138.4K
2,095
-7%
增持
MRK
MERCK & CO INC NEW
-$133.3K
10,718
+5%
增持
TGT
TARGET CORP
+$123.7K
3,535
+34%
增持
XSD
SPDR S&P SEMICONDCTR ETF
-$121.8K
1,864
+3%
减持
WM
WASTE MGMT INC DEL
-$114.8K
3,952
-2%
增持
T
AT & T INC
+$110.0K
25,083
+1%
增持
AFL
AFLAC INC
-$109.8K
5,416
+9%
减持
—
ACCENTURE PLC IRELAND SHARES CLASS A
-$99.9K
736
-15%
增持
—
AMCOR PLC ORD USD 0.01
+$98.3K
26,636
+10%
减持
BAC
BANK OF AMERICA CORP
-$98.2K
15,237
-10%
增持
CSCO
CISCO SYSTEMS INC
-$95.5K
14,478
+3%
减持
IRM
IRON MOUNTAIN INC
-$95.0K
4,398
-0%
增持
ABT
ABBOTT LABORATORIES
+$88.8K
6,569
+16%
减持
BNY
BANK NEW YORK MELLON CORP
-$85.4K
7,061
-3%
减持
TRV
TRAVELERS COS INC/ THE
-$85.0K
3,839
-0%
减持
AEP
AMERICAN ELECTRIC POWER INC
+$76.2K
7,560
-5%
增持
—
EXXON MOBIL CORP
+$62.6K
4,666
+38%
增持
SKYY
FIRST TRUST CLOUD ETF COMPUTING ETF
-$62.4K
3,310
+4%
增持
ENB
ENBRIDGE INC
+$59.8K
8,665
+2%
增持
CMCSA
COMCAST CORP NEW CL A
-$59.0K
19,645
+4%
减持
ABBV
ABBVIE INC
-$58.9K
6,776
-4%
增持
BIIB
BIOGEN INC
-$51.0K
1,199
+5%
减持
XEL
XCEL ENERGY INC
-$48.9K
2,991
-29%
增持
ADP
AUTOMATIC DATA PROCESSING
-$34.0K
2,528
+4%
增持
RSP
INVESCO TR ETF S&P 500 EQUAL WEIGHT
-$30.8K
1,792
+4%
减持
DUK
DUKE ENERGY CORP COM NEW
+$17.1K
12,778
-8%
