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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 73
增持 5
减持 1
清仓 71
方向
标的
Δ市值
现股数(环比)
建仓
U
UNITEDHEALTH GROUP INC
+$11.3M
21,236
清仓
UNH
UNITEDHEALTH GROUP INC
-$10.8M
0
-100%
清仓
AAPL
APPLE INC
-$7.5M
0
-100%
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
ATR
APPLE INC
+$7.1M
54,325
建仓
—
MICROSOFT CORP
+$6.6M
27,557
清仓
MSFT
MICROSOFT CORP
-$6.4M
0
-100%
建仓
PRG
PROCTER & GAMBLE CO
+$6.0M
39,773
建仓
—
DEERE & CO
+$5.0M
11,660
清仓
PG
PROCTER & GAMBLE CO
-$4.9M
0
-100%
建仓
—
NEXTERA ENERGY INC
+$4.7M
56,161
建仓
—
HONEYWELL INTERNATIONAL INC
+$4.5M
21,208
建仓
—
WALMART INC
+$4.5M
31,892
清仓
NEE
NEXTERA ENERGY INC
-$4.4M
0
-100%
建仓
ZTR
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW
+$4.4M
12,458
清仓
PEP
PEPSICO INCORPORATED
-$4.2M
0
-100%
增持
PFE
PEPSICO INCORPORATED
+$4.2M
26,377
+89%
清仓
WMT
WALMART INC
-$4.1M
0
-100%
建仓
SJNK
STARBUCKS CORP
+$4.0M
40,738
清仓
DE
DEERE & CO
-$4.0M
0
-100%
建仓
WOBDX
JPMORGAN CHASE & CO
+$4.0M
29,477
增持
BIIB
BERKSHIRE HATHAWAY INC SERIES B NEW
+$3.9M
13,758
+1060%
建仓
—
VISA INC CLASS A
+$3.8M
18,170
清仓
VOO
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW
-$3.8M
0
-100%
建仓
—
ILLINOIS TOOL WORKS INC
+$3.7M
16,843
清仓
BRK/B
BERKSHIRE HATHAWAY INC SERIES B NEW
-$3.7M
0
-100%
建仓
—
MORGAN STANLEY & CO
+$3.5M
41,629
清仓
HON
HONEYWELL INTERNATIONAL INC
-$3.5M
0
-100%
建仓
AMCPX
AMAZON COM INC
+$3.4M
40,581
建仓
ROL
ROCKWELL AUTOMATION INC
+$3.4M
13,199
清仓
SBUX
STARBUCKS CORP
-$3.4M
0
-100%
建仓
CRL
COLGATE-PALMOLIVE CO
+$3.3M
41,945
清仓
MS
MORGAN STANLEY & CO
-$3.2M
0
-100%
清仓
V
VISA INC CLASS A
-$3.2M
0
-100%
清仓
GOOG
ALPHABET INC NON VOTING CAP STK CL C
-$3.1M
0
-100%
建仓
NSANY
NIKE INC CLASS B
+$3.1M
26,243
清仓
JPM
JPMORGAN CHASE & CO
-$3.0M
0
-100%
清仓
ITW
ILLINOIS TOOL WORKS INC
-$3.0M
0
-100%
清仓
CL
COLGATE-PALMOLIVE CO
-$2.9M
0
-100%
建仓
IGIB
ISHARES CORE U.S. ETF AGGREGATE BOND
+$2.8M
28,778
清仓
ROK
ROCKWELL AUTOMATION INC
-$2.8M
0
-100%
建仓
KLAC
JOHNSON & JOHNSON
+$2.6M
14,638
清仓
AGG
ISHARES CORE U.S. ETF AGGREGATE BOND
-$2.5M
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$2.4M
0
-100%
建仓
—
JPMORGAN ETF ULTRA-SHORT INCOME
+$2.3M
45,862
建仓
VWENX
VANGUARD TOTAL BOND ETF MARKET
+$2.2M
31,144
清仓
NKE
NIKE INC CLASS B
-$2.1M
0
-100%
清仓
BND
VANGUARD TOTAL BOND ETF MARKET
-$2.0M
0
-100%
清仓
JPST
JPMORGAN ETF ULTRA-SHORT INCOME
-$2.0M
0
-100%
建仓
CCCNX
CATERPILLAR INC
+$2.0M
8,174
建仓
NSRGY
NVIDIA CORP
+$1.8M
12,485
减持
AMZN
ALPHABET INC NON VOTING CAP STK CL C
-$1.7M
33,340
-19%
建仓
—
ELI LILLY & CO
+$1.7M
4,558
清仓
LLY
ELI LILLY & CO
-$1.5M
0
-100%
清仓
NVDA
NVIDIA CORP
-$1.4M
0
-100%
清仓
CAT
CATERPILLAR INC
-$1.4M
0
-100%
建仓
MBB
DUKE ENERGY CORP COM NEW
+$1.3M
12,897
建仓
—
CHEVRON CORPORATION
+$1.2M
6,726
清仓
DUK
DUKE ENERGY CORP COM NEW
-$1.2M
0
-100%
建仓
—
MERCK & CO INC NEW
+$1.2M
10,595
建仓
MTCH
ABBVIE INC
+$1.2M
7,181
建仓
FBNC
FNB CORP PA
+$1.1M
87,490
清仓
IVV
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD
-$1.1M
0
-100%
建仓
IJJ
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD
+$1.1M
2,934
建仓
MPT
MCDONALDS CORP
+$1.1M
4,152
清仓
FNB
FNB CORP PA
-$1.0M
0
-100%
清仓
CVX
CHEVRON CORPORATION
-$977.0K
0
-100%
清仓
MCD
MCDONALDS CORP
-$974.0K
0
-100%
清仓
ABBV
ABBVIE INC
-$948.0K
0
-100%
清仓
MRK
MERCK & CO INC NEW
-$927.0K
0
-100%
清仓
TSLA
TESLA INC
-$895.0K
0
-100%
建仓
CGFAX
AMERICAN ELECTRIC POWER INC
+$750.4K
7,903
建仓
TYL
TRAVELERS COS INC/ THE
+$719.8K
3,839
清仓
D
DOMINION ENERGY INC
-$702.0K
0
-100%
清仓
AEP
AMERICAN ELECTRIC POWER INC
-$690.0K
0
-100%
建仓
IYY
ISHARES IBOXX & ETF INVESTMENT GRADE CORP BD
+$688.0K
6,526
建仓
CLX
CISCO SYSTEMS INC
+$687.4K
14,429
建仓
CMSQY
COMCAST CORP NEW CL A
+$658.0K
18,817
清仓
WM
WASTE MGMT INC DEL
-$642.0K
0
-100%
清仓
ABT
ABBOTT LABORATORIES
-$634.0K
0
-100%
建仓
WEC
WASTE MGMT INC DEL
+$618.8K
3,944
建仓
EHC
EMERSON ELECTRIC CO
+$609.3K
6,343
建仓
—
COCA-COLA COMPANY
+$606.6K
9,537
清仓
UPS
UNITED PARCEL SERVICE-B
-$605.0K
0
-100%
建仓
AVNS
AUTOMATIC DATA PROCESSING
+$598.3K
2,505
清仓
CMCSA
COMCAST CORP NEW CL A
-$589.0K
0
-100%
清仓
CSCO
CISCO SYSTEMS INC
-$588.0K
0
-100%
清仓
TRV
TRAVELERS COS INC/ THE
-$588.0K
0
-100%
建仓
AME
AMGEN INC
+$583.3K
2,221
清仓
ADP
AUTOMATIC DATA PROCESSING
-$582.0K
0
-100%
建仓
VRTX
VERIZON COMMUNICATIONS COM
+$553.8K
14,056
建仓
IWF
ISHARES ETF RUSSELL 2000
+$552.6K
3,169
建仓
GIS
GENL DYNAMICS CORP
+$549.8K
2,216
清仓
KO
COCA-COLA COMPANY
-$547.0K
0
-100%
建仓
KEX
KIMBERLY-CLARK CORP
+$545.2K
4,016
清仓
IWM
ISHARES ETF RUSSELL 2000
-$541.0K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS COM
-$541.0K
0
-100%
建仓
—
LOCKHEED MARTIN CORP
+$540.0K
1,110
清仓
TFC
TRUIST FINL CORP
-$540.0K
0
-100%
建仓
—
TRUIST FINL CORP
+$537.7K
12,496
建仓
IP
INTERNATIONAL BUSINESS MACHINE CORP
+$533.0K
3,783
建仓
—
EXXON MOBIL CORP
+$521.8K
4,731
清仓
AMGN
AMGEN INC
-$512.0K
0
-100%
增持
PALL
ABBOTT LABORATORIES
+$512.0K
6,549
+535%
建仓
CAIFX
UNION PACIFIC CORP
+$510.4K
2,465
建仓
CACI
CSX CORP
+$508.9K
16,428
清仓
SPIP
SPDR PORTFOLIO TIPS ETF
-$500.0K
0
-100%
清仓
GD
GENL DYNAMICS CORP
-$494.0K
0
-100%
建仓
BMO
BANK OF AMERICA CORP
+$484.4K
14,625
建仓
VTV
VANGUARD TOTAL STOCK ETF MARKET ETF
+$484.1K
2,532
清仓
FCNCA
FIRST CITIZENS BANCSHARES CLASS A
-$483.0K
0
-100%
清仓
UNP
UNION PACIFIC CORP
-$482.0K
0
-100%
增持
PM
PFIZER INCORPORATED
+$474.2K
13,938
+383%
建仓
—
PHILLIPS 66
+$472.7K
4,542
清仓
INTC
INTEL CORP
-$469.0K
0
-100%
清仓
EMR
EMERSON ELECTRIC CO
-$465.0K
0
-100%
建仓
GSK
GILEAD SCIENCES INC
+$464.3K
5,408
建仓
AIBAX
INTEL CORP
+$462.6K
17,502
建仓
SKYY
FIRST CITIZENS BANCSHARES CLASS A
+$460.1K
607
清仓
KMB
KIMBERLY-CLARK CORP
-$457.0K
0
-100%
建仓
FSPSX
SOUTHERN COMPANY
+$456.2K
6,389
建仓
VB
VANGUARD LRG CAP ETF
+$456.2K
2,619
清仓
BAC
BANK OF AMERICA CORP
-$455.0K
0
-100%
建仓
ABBNY
AT & T INC
+$454.0K
24,661
清仓
IBM
INTERNATIONAL BUSINESS MACHINE CORP
-$454.0K
0
-100%
建仓
JNK
SPDR PORTFOLIO TIPS ETF
+$450.8K
17,498
清仓
LMT
LOCKHEED MARTIN CORP
-$447.0K
0
-100%
清仓
SO
SOUTHERN COMPANY
-$440.0K
0
-100%
清仓
CSX
CSX CORP
-$438.0K
0
-100%
清仓
TGT
TARGET CORP
-$433.0K
0
-100%
建仓
PCRX
P P G INDUSTRIES INC
+$426.5K
3,392
建仓
TMHC
TARGET CORP
+$423.2K
2,839
清仓
—
EXXON MOBIL CORP
-$411.0K
0
-100%
建仓
VSOIX
VANGUARD FTSE ETF DEVELOPED MARKETS ETF
+$408.4K
9,732
清仓
VTI
VANGUARD TOTAL STOCK ETF MARKET ETF
-$396.0K
0
-100%
建仓
VBK
VANGUARD MID CAP ETF
+$393.4K
1,930
建仓
GBCI
GENUINE PARTS CO COM
+$392.0K
2,259
清仓
T
AT & T INC
-$389.0K
0
-100%
建仓
—
BLACKROCK INC
+$378.4K
534
清仓
PPG
P P G INDUSTRIES INC
-$376.0K
0
-100%
建仓
—
AFLAC INC
+$372.8K
5,183
建仓
HPE
HERSHEY COMPANY
+$370.5K
1,600
建仓
KHC
HOME DEPOT INC
+$370.2K
1,172
建仓
VOE
VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
+$370.0K
9,493
清仓
VO
VANGUARD MID CAP ETF
-$370.0K
0
-100%
清仓
INTU
INTUIT INC
-$368.0K
0
-100%
清仓
HRB
H & R BLOCK INC
-$365.0K
0
-100%
增持
DOV
DOMINION ENERGY INC
+$362.0K
10,160
+353%
清仓
VEA
VANGUARD FTSE ETF DEVELOPED MARKETS ETF
-$361.0K
0
-100%
建仓
ICAFX
INTUIT INC
+$359.3K
923
清仓
VWO
VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
-$356.0K
0
-100%
