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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 106 项
建仓 2
增持 53
减持 37
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
STWD
STARWOOD PROPERTY TR INC
-$3.3M
0
-100%
增持
NVDA
NVIDIA CORP
+$975.0K
11,453
+318%
减持
PG
PROCTER & GAMBLE CO
-$723.0K
39,060
-1%
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。
减持
MSFT
MICROSOFT CORP
-$703.0K
27,458
-1%
减持
NKE
NIKE INC CLASS B
-$562.0K
25,154
-3%
增持
SBUX
STARBUCKS CORP
+$502.0K
40,159
+6%
减持
CL
COLGATE-PALMOLIVE CO
-$443.0K
41,167
-1%
增持
GOOG
ALPHABET INC NON VOTING CAP STK CL C
-$443.0K
32,484
+1893%
减持
DE
DEERE & CO
+$402.0K
11,919
-0%
减持
V
VISA INC CLASS A
-$375.0K
17,743
-1%
减持
VZ
VERIZON COMMUNICATIONS COM
-$372.0K
14,236
-21%
增持
JPST
JPMORGAN ETF ULTRA-SHORT INCOME
+$299.0K
39,755
+17%
减持
AGG
ISHARES CORE U.S. ETF AGGREGATE BOND
-$289.0K
26,167
-5%
清仓
—
GSK PLC ADRCHG
-$289.0K
0
-100%
增持
ITW
ILLINOIS TOOL WORKS INC
+$235.0K
16,530
+9%
清仓
MMM
3M CO
-$224.0K
0
-100%
清仓
WY
WEYERHAEUSER CO
-$223.0K
0
-100%
清仓
SKYY
FIRST TRUST CLOUD ETF COMPUTING ETF
-$218.0K
0
-100%
减持
INTC
INTEL CORP
-$215.0K
18,212
-0%
减持
WMT
WALMART INC
+$215.0K
31,787
-1%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$215.0K
0
-100%
清仓
IRM
IRON MOUNTAIN INC
-$214.0K
0
-100%
清仓
PSA
PUBLIC STORAGE INC REIT
-$212.0K
0
-100%
建仓
PALL
ABRDN PALLADIUM ETF TRUST
+$207.0K
1,031
清仓
—
ACCENTURE PLC IRELAND SHARES CLASS A
-$204.0K
0
-100%
清仓
ITOT
ISHARES CORE S&P TOT ETF U.S. STOCK MARKET ETF
-$203.0K
0
-100%
清仓
NSC
NORFOLK SOUTHERN CORP
-$203.0K
0
-100%
清仓
EMN
EASTMAN CHEMICAL CO
-$203.0K
0
-100%
清仓
IEMG
ISHARES INC ETF CORE MSCI EMERGING MKTS
-$202.0K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$201.0K
1,965
清仓
LDOS
LEIDOS HOLDINGS INC
-$201.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$198.0K
14,726
+0%
减持
BND
VANGUARD TOTAL BOND ETF MARKET
-$194.0K
27,982
-4%
减持
HON
HONEYWELL INTERNATIONAL INC
-$183.0K
21,179
-1%
增持
CMCSA
COMCAST CORP NEW CL A
-$182.0K
20,072
+2%
增持
DUK
DUKE ENERGY CORP COM NEW
-$173.0K
12,872
+1%
减持
AMZN
AMAZON COM INC
+$164.0K
41,196
-3%
增持
UNH
UNITEDHEALTH GROUP INC
-$155.0K
21,337
+0%
减持
HD
HOME DEPOT INC
-$150.0K
1,211
-31%
减持
CAT
CATERPILLAR INC
-$137.0K
8,302
-1%
增持
TSLA
TESLA INC
+$137.0K
3,375
+200%
增持
T
AT & T INC
-$137.0K
25,366
+1%
减持
ROK
ROCKWELL AUTOMATION INC
+$132.0K
12,943
-3%
增持
PFE
PFIZER INCORPORATED
-$119.0K
13,948
+0%
增持
VOO
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW
+$115.0K
11,470
+9%
增持
D
DOMINION ENERGY INC
-$104.0K
10,160
+1%
增持
ABBV
ABBVIE INC
-$90.0K
7,063
+4%
减持
VWO
VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
-$88.0K
9,764
-8%
增持
KMB
KIMBERLY-CLARK CORP
-$85.0K
4,063
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC SERIES B NEW
-$83.0K
13,713
-0%
增持
PEP
PEPSICO INCORPORATED
-$82.0K
25,907
+0%
减持
ABT
ABBOTT LABORATORIES
-$80.0K
6,554
-0%
减持
MS
MORGAN STANLEY & CO
+$78.0K
40,758
-1%
减持
LQD
ISHARES IBOXX & ETF INVESTMENT GRADE CORP BD
-$73.0K
4,687
-7%
减持
BIIB
BIOGEN INC
+$72.0K
1,186
-1%
减持
AAPL
APPLE INC
+$69.0K
54,275
-0%
增持
UPS
UNITED PARCEL SERVICE-B
-$68.0K
3,743
+1%
减持
TGT
TARGET CORP
-$66.0K
2,915
-18%
增持
—
BLACKROCK INC
+$64.0K
553
+40%
减持
SPIP
SPDR PORTFOLIO TIPS ETF
-$64.0K
19,703
-4%
增持
GILD
GILEAD SCIENCES INC
+$61.0K
5,577
+22%
增持
XEL
XCEL ENERGY INC
+$59.0K
4,239
+42%
增持
MCD
MCDONALDS CORP
-$58.0K
4,220
+1%
增持
KO
COCA-COLA COMPANY
-$56.0K
9,761
+2%
增持
ADP
AUTOMATIC DATA PROCESSING
+$51.0K
2,574
+2%
增持
IVV
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD
-$50.0K
3,164
+1%
增持
MRK
MERCK & CO INC NEW
-$50.0K
10,767
+0%
增持
GPC
GENUINE PARTS CO COM
+$44.0K
2,339
+2%
减持
NEE
NEXTERA ENERGY INC
+$42.0K
56,439
-0%
增持
MTB
M & T BANK CORP
+$41.0K
1,935
+3%
增持
TFC
TRUIST FINL CORP
-$41.0K
12,395
+1%
增持
EMR
EMERSON ELECTRIC CO
-$39.0K
6,354
+0%
增持
ENB
ENBRIDGE INC
-$39.0K
8,825
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHINE CORP
-$38.0K
3,822
+10%
增持
PM
PHILIP MORRIS INTERNATIONAL INC
-$38.0K
2,888
+2%
增持
VEA
VANGUARD FTSE ETF DEVELOPED MARKETS ETF
-$38.0K
9,938
+2%
增持
WM
WASTE MGMT INC DEL
+$37.0K
4,009
+1%
增持
LMT
LOCKHEED MARTIN CORP
-$36.0K
1,158
+3%
增持
AEP
AMERICAN ELECTRIC POWER INC
-$35.0K
7,983
+6%
增持
USB
US BANCORP NEW
-$34.0K
8,054
+3%
减持
VXUS
VANGUARD TOTAL INTL ETF STOCK INDEX FUND
-$34.0K
5,432
-1%
增持
CSCO
CISCO SYSTEMS INC
-$29.0K
14,709
+2%
减持
VO
VANGUARD MID CAP ETF
-$27.0K
1,967
-2%
减持
IVE
ISHARES S&P500 VALUE ETF
-$26.0K
2,155
-2%
减持
SO
SOUTHERN COMPANY
-$22.0K
6,474
-0%
增持
JPM
JPMORGAN CHASE & CO
+$22.0K
28,851
+9%
增持
BNY
BANK NEW YORK MELLON CORP
-$22.0K
7,075
+0%
减持
BAC
BANK OF AMERICA CORP
-$19.0K
15,056
-1%
减持
LOW
LOWES COMPANIES INC
+$19.0K
1,453
-0%
减持
IWM
ISHARES ETF RUSSELL 2000
-$16.0K
3,279
-0%
增持
BMY
BRISTOL MYERS SQUIBB CO
-$15.0K
2,943
+1%
增持
—
AMCOR PLC ORD USD 0.01
-$14.0K
29,567
+11%
减持
IJH
ISHARES CORE S&P MID ETF ETF
-$13.0K
1,314
-1%
增持
RSP
INVESCO TR ETF S&P 500 EQUAL WEIGHT
-$13.0K
1,793
+0%
增持
GD
GENL DYNAMICS CORP
-$12.0K
2,329
+2%
增持
—
EXXON MOBIL CORP
+$11.0K
4,705
+1%
增持
INTU
INTUIT INC
+$11.0K
949
+3%
减持
LLY
ELI LILLY & CO
-$9.0K
4,658
-0%
减持
CI
CIGNA CORP NEW
+$8.0K
840
-2%
增持
VTI
VANGUARD TOTAL STOCK ETF MARKET ETF
-$4.0K
2,209
+4%
增持
MRSH
MARSH AND MC LENNAN COMPANIES INC
-$4.0K
1,796
+3%
减持
AFL
AFLAC INC
+$4.0K
5,411
-0%
增持
CVX
CHEVRON CORPORATION
+$3.0K
6,799
+1%
增持
DOV
DOVER CORP COMMON
-$3.0K
2,241
+3%
增持
AMGN
AMGEN INC
+$2.0K
2,271
+8%
增持
PSX
PHILLIPS 66
+$1.0K
4,712
+2%
