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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 74
增持 2
减持 3
清仓 71
方向
标的
Δ市值
现股数(环比)
清仓
U
UNITEDHEALTH GROUP INC
-$11.3M
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$10.1M
21,400
建仓
AAPL
APPLE INC
+$9.0M
54,490
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
MSFT
MICROSOFT CORP
+$8.1M
28,008
清仓
ATR
APPLE INC
-$7.1M
0
-100%
清仓
—
MICROSOFT CORP
-$6.6M
0
-100%
建仓
PG
PROCTER & GAMBLE CO
+$6.1M
40,995
清仓
PRG
PROCTER & GAMBLE CO
-$6.0M
0
-100%
清仓
—
DEERE & CO
-$5.0M
0
-100%
建仓
PEP
PEPSICO INCORPORATED
+$4.9M
27,092
建仓
DE
DEERE & CO
+$4.9M
11,829
建仓
WMT
WALMART INC
+$4.7M
31,861
清仓
—
NEXTERA ENERGY INC
-$4.7M
0
-100%
清仓
—
HONEYWELL INTERNATIONAL INC
-$4.5M
0
-100%
清仓
—
WALMART INC
-$4.5M
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$4.4M
56,971
建仓
BRK/B
BERKSHIRE HATHAWAY INC SERIES B NEW
+$4.4M
14,188
清仓
ZTR
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW
-$4.4M
0
-100%
建仓
SBUX
STARBUCKS CORP
+$4.3M
41,353
建仓
ITW
ILLINOIS TOOL WORKS INC
+$4.2M
17,369
减持
PFE
PFIZER INCORPORATED
-$4.2M
13,938
-47%
建仓
V
VISA INC CLASS A
+$4.1M
18,321
建仓
HON
HONEYWELL INTERNATIONAL INC
+$4.1M
21,223
清仓
SJNK
STARBUCKS CORP
-$4.0M
0
-100%
建仓
JPM
JPMORGAN CHASE & CO
+$4.0M
30,561
清仓
WOBDX
JPMORGAN CHASE & CO
-$4.0M
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC
+$4.0M
13,466
减持
BIIB
BIOGEN INC
-$3.9M
1,146
-92%
清仓
—
VISA INC CLASS A
-$3.8M
0
-100%
建仓
NVDA
NVIDIA CORP
+$3.8M
13,505
建仓
MS
MORGAN STANLEY & CO
+$3.7M
42,396
清仓
—
ILLINOIS TOOL WORKS INC
-$3.7M
0
-100%
建仓
GOOG
ALPHABET INC NON VOTING CAP STK CL C
+$3.6M
34,586
清仓
—
MORGAN STANLEY & CO
-$3.5M
0
-100%
建仓
APD
AIR PRODUCTS & CHEMICALS INC
+$3.5M
12,106
清仓
AMCPX
AMAZON COM INC
-$3.4M
0
-100%
清仓
ROL
ROCKWELL AUTOMATION INC
-$3.4M
0
-100%
清仓
CRL
COLGATE-PALMOLIVE CO
-$3.3M
0
-100%
建仓
CL
COLGATE-PALMOLIVE CO
+$3.3M
43,648
建仓
NKE
NIKE INC CLASS B
+$3.2M
26,329
清仓
NSANY
NIKE INC CLASS B
-$3.1M
0
-100%
建仓
AGG
ISHARES CORE U.S. ETF AGGREGATE BOND
+$2.8M
28,288
清仓
IGIB
ISHARES CORE U.S. ETF AGGREGATE BOND
-$2.8M
0
-100%
建仓
JPST
JPMORGAN ETF ULTRA-SHORT INCOME
+$2.7M
54,075
清仓
KLAC
JOHNSON & JOHNSON
-$2.6M
0
-100%
清仓
—
JPMORGAN ETF ULTRA-SHORT INCOME
-$2.3M
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$2.3M
14,776
建仓
BND
VANGUARD TOTAL BOND ETF MARKET
+$2.2M
30,315
清仓
VWENX
VANGUARD TOTAL BOND ETF MARKET
-$2.2M
0
-100%
清仓
CCCNX
CATERPILLAR INC
-$2.0M
0
-100%
建仓
CAT
CATERPILLAR INC
+$1.8M
8,037
建仓
VOO
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW
+$1.8M
4,881
清仓
NSRGY
NVIDIA CORP
-$1.8M
0
-100%
清仓
—
ELI LILLY & CO
-$1.7M
0
-100%
建仓
LLY
ELI LILLY & CO
+$1.6M
4,558
增持
AMZN
AMAZON COM INC
+$1.4M
41,732
+25%
建仓
CVX
CHEVRON CORPORATION
+$1.3M
8,151
清仓
MBB
DUKE ENERGY CORP COM NEW
-$1.3M
0
-100%
建仓
DUK
DUKE ENERGY CORP COM NEW
+$1.3M
13,476
清仓
—
CHEVRON CORPORATION
-$1.2M
0
-100%
清仓
—
MERCK & CO INC NEW
-$1.2M
0
-100%
建仓
IVV
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD
+$1.2M
2,856
建仓
MCD
MCDONALDS CORP
+$1.2M
4,180
清仓
MTCH
ABBVIE INC
-$1.2M
0
-100%
建仓
MRK
MERCK & CO INC NEW
+$1.2M
10,837
建仓
ABBV
ABBVIE INC
+$1.1M
7,183
清仓
FBNC
FNB CORP PA
-$1.1M
0
-100%
清仓
IJJ
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD
-$1.1M
0
-100%
清仓
MPT
MCDONALDS CORP
-$1.1M
0
-100%
建仓
FNB
FNB CORP PA
+$1.0M
87,490
建仓
CSCO
CISCO SYSTEMS INC
+$758.2K
14,505
清仓
CGFAX
AMERICAN ELECTRIC POWER INC
-$750.4K
0
-100%
建仓
AEP
AMERICAN ELECTRIC POWER INC
+$732.3K
8,048
建仓
UPS
UNITED PARCEL SERVICE-B
+$731.6K
3,771
建仓
CMCSA
COMCAST CORP NEW CL A
+$726.8K
19,173
清仓
TYL
TRAVELERS COS INC/ THE
-$719.8K
0
-100%
清仓
PALL
ABBOTT LABORATORIES
-$719.0K
0
-100%
清仓
IYY
ISHARES IBOXX & ETF INVESTMENT GRADE CORP BD
-$688.0K
0
-100%
清仓
CLX
CISCO SYSTEMS INC
-$687.4K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$662.7K
4,061
建仓
TRV
TRAVELERS COS INC/ THE
+$660.4K
3,853
建仓
VTI
VANGUARD TOTAL STOCK ETF MARKET ETF
+$660.1K
3,234
建仓
ABT
ABBOTT LABORATORIES
+$658.2K
6,500
清仓
CMSQY
COMCAST CORP NEW CL A
-$658.0K
0
-100%
建仓
KO
COCA-COLA COMPANY
+$623.9K
10,058
清仓
WEC
WASTE MGMT INC DEL
-$618.8K
0
-100%
清仓
EHC
EMERSON ELECTRIC CO
-$609.3K
0
-100%
清仓
—
COCA-COLA COMPANY
-$606.6K
0
-100%
清仓
AVNS
AUTOMATIC DATA PROCESSING
-$598.3K
0
-100%
建仓
FCNCA
FIRST CITIZENS BANCSHARES CLASS A
+$590.3K
607
清仓
AME
AMGEN INC
-$583.3K
0
-100%
建仓
D
DOMINION ENERGY INC
+$568.7K
10,171
建仓
ADP
AUTOMATIC DATA PROCESSING
+$565.9K
2,542
建仓
LMT
LOCKHEED MARTIN CORP
+$554.6K
1,173
清仓
VRTX
VERIZON COMMUNICATIONS COM
-$553.8K
0
-100%
清仓
IWF
ISHARES ETF RUSSELL 2000
-$552.6K
0
-100%
建仓
AMGN
AMGEN INC
+$552.4K
2,285
清仓
GIS
GENL DYNAMICS CORP
-$549.8K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$549.4K
4,093
建仓
EMR
EMERSON ELECTRIC CO
+$549.1K
6,301
清仓
KEX
KIMBERLY-CLARK CORP
-$545.2K
0
-100%
清仓
—
LOCKHEED MARTIN CORP
-$540.0K
0
-100%
建仓
INTC
INTEL CORP
+$539.5K
16,513
清仓
—
TRUIST FINL CORP
-$537.7K
0
-100%
清仓
IP
INTERNATIONAL BUSINESS MACHINE CORP
-$533.0K
0
-100%
清仓
—
EXXON MOBIL CORP
-$521.8K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS COM
+$520.3K
13,380
建仓
IBM
INTERNATIONAL BUSINESS MACHINE CORP
+$519.3K
3,961
建仓
—
EXXON MOBIL CORP
+$514.3K
4,690
清仓
CAIFX
UNION PACIFIC CORP
-$510.4K
0
-100%
清仓
CACI
CSX CORP
-$508.9K
0
-100%
建仓
GD
GENL DYNAMICS CORP
+$506.4K
2,219
建仓
IWM
ISHARES ETF RUSSELL 2000
+$497.6K
2,789
建仓
UNP
UNION PACIFIC CORP
+$496.1K
2,465
减持
PM
PHILIP MORRIS INTERNATIONAL INC
-$494.6K
2,258
-84%
建仓
CSX
CSX CORP
+$491.9K
16,428
建仓
VV
VANGUARD LRG CAP ETF
+$490.8K
2,627
建仓
BAC
BANK OF AMERICA CORP
+$489.9K
17,129
增持
LQD
ISHARES IBOXX & ETF INVESTMENT GRADE CORP BD
+$489.8K
7,075
+45%
清仓
BMO
BANK OF AMERICA CORP
-$484.4K
0
-100%
清仓
VTV
VANGUARD TOTAL STOCK ETF MARKET ETF
-$484.1K
0
-100%
建仓
T
AT & T INC
+$473.0K
24,570
清仓
—
PHILLIPS 66
-$472.7K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$470.9K
5,676
建仓
TGT
TARGET CORP
+$470.5K
2,840
清仓
AIBAX
INTEL CORP
-$462.6K
0
-100%
清仓
FSPSX
SOUTHERN COMPANY
-$456.2K
0
-100%
清仓
VB
VANGUARD LRG CAP ETF
-$456.2K
0
-100%
建仓
SO
SOUTHERN COMPANY
+$454.6K
6,533
清仓
ABBNY
AT & T INC
-$454.0K
0
-100%
建仓
PPG
P P G INDUSTRIES INC
+$452.6K
3,388
清仓
JNK
SPDR PORTFOLIO TIPS ETF
-$450.8K
0
-100%
建仓
EOG
EOG RESOURCES INC
+$438.8K
3,828
清仓
PCRX
P P G INDUSTRIES INC
-$426.5K
0
-100%
清仓
TMHC
TARGET CORP
-$423.2K
0
-100%
建仓
TFC
TRUIST FINL CORP
+$418.1K
12,262
清仓
VSOIX
VANGUARD FTSE ETF DEVELOPED MARKETS ETF
-$408.4K
0
-100%
建仓
HSY
HERSHEY COMPANY
+$407.1K
1,600
建仓
INTU
INTUIT INC
+$403.0K
904
建仓
VEA
VANGUARD FTSE ETF DEVELOPED MARKETS ETF
+$402.8K
8,918
建仓
GPC
GENUINE PARTS CO COM
+$397.0K
2,373
清仓
VBK
VANGUARD MID CAP ETF
-$393.4K
0
-100%
清仓
GBCI
GENUINE PARTS CO COM
-$392.0K
0
-100%
建仓
XSD
SPDR S&P SEMICONDCTR ETF
+$388.9K
1,864
清仓
—
BLACKROCK INC
-$378.4K
0
-100%
建仓
VO
VANGUARD MID CAP ETF
+$374.8K
1,777
清仓
—
AFLAC INC
-$372.8K
0
-100%
清仓
HPE
HERSHEY COMPANY
-$370.5K
0
-100%
清仓
KHC
HOME DEPOT INC
-$370.2K
0
-100%
清仓
VOE
VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
-$370.0K
0
-100%
