小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 115 项
建仓 4
增持 59
减持 24
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORP
+$2.2M
13,951
+3%
增持
AAPL
APPLE INC
+$1.7M
55,084
+1%
增持
MSFT
MICROSOFT CORP
+$1.5M
28,112
+0%
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。
增持
AMZN
AMAZON COM INC
+$1.3M
43,177
+3%
增持
JPM
JPMORGAN CHASE CO
+$669.7K
31,986
+5%
增持
GOOG
ALPHABET INC NON VOTING CAP STK CL C
+$669.7K
35,270
+2%
增持
ROK
ROCKWELL AUTOMATION INC
+$646.9K
13,959
+4%
清仓
FCNCA
FIRST CITIZENS BANCSHARES CLASS A
-$590.3K
0
-100%
增持
LLY
ELI LILLY CO
+$586.8K
4,589
+1%
减持
AGG
ISHARES CORE U.S. ETF AGGREGATE BOND
-$572.9K
22,927
-19%
增持
BRK/B
BERKSHIRE HATHAWAY INC SERIES B NEW
+$558.9K
14,486
+2%
清仓
LMT
LOCKHEED MARTIN CORP
-$554.6K
0
-100%
增持
HON
HONEYWELL INTERNATIONAL INC
+$502.1K
21,968
+4%
增持
WMT
WALMART INC
+$412.7K
32,514
+2%
清仓
HSY
HERSHEY COMPANY
-$407.1K
0
-100%
清仓
INTU
INTUIT INC
-$403.0K
0
-100%
清仓
XSD
SPDR S&P SEMICONDCTR ETF
-$388.9K
0
-100%
清仓
VO
VANGUARD MID CAP ETF
-$374.8K
0
-100%
增持
V
VISA INC CLASS A
+$372.0K
18,960
+3%
清仓
—
BLACKROCK INC
-$366.7K
0
-100%
增持
APD
AIR PRODUCTS CHEMICALS INC
+$352.9K
12,786
+6%
清仓
HD
HOME DEPOT INC
-$350.9K
0
-100%
减持
BND
VANGUARD TOTAL BOND ETF MARKET
-$348.3K
25,998
-14%
清仓
BIIB
BIOGEN INC
-$318.6K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$314.6K
21,696
+1%
清仓
MRSH
MARSH AND MC LENNAN COMPANIES INC
-$306.6K
0
-100%
清仓
IJH
ISHARES CORE S&P MID ETF ETF
-$303.2K
0
-100%
清仓
LOW
LOWES COMPANIES INC
-$279.4K
0
-100%
增持
ITW
ILLINOIS TOOL WORKS INC
+$279.2K
18,019
+4%
清仓
—
ZIONS BANCORP NA CD SALT LAKE CTY UT ACT/365 FDIC INSD
-$275.3K
0
-100%
增持
PG
PROCTER GAMBLE CO
+$275.0K
41,984
+2%
建仓
CTVA
CORTEVA INC
+$261.1K
4,557
清仓
IVE
ISHARES S&P500 VALUE ETF
-$258.8K
0
-100%
清仓
RSP
INVESCO TR ETF S&P 500 EQUAL WEIGHT
-$255.2K
0
-100%
增持
VTI
VANGUARD TOTAL STOCK ETF MARKET ETF
+$252.0K
4,141
+28%
清仓
—
BANKERS TR CO CD DES MOINES IA ACT/365 FDIC INSD
-$250.1K
0
-100%
清仓
—
ALLY BANK CD BENSALEM PA ACT/365 FDIC INSD
-$250.1K
0
-100%
清仓
—
CITIZENS BANK NA/RI CD PROVIDENCE RI ACT/365 FDIC INSD
-$250.0K
0
-100%
清仓
—
CITY NATL BK OF FL CD MIAMI FL ACT/365 FDIC INSD
-$250.0K
0
-100%
增持
PEP
PEPSICO INCORPORATED
+$243.6K
27,981
+3%
清仓
CPB
CAMPBELL SOUP COMPANY
-$225.5K
0
-100%
清仓
DGX
QUEST DIAGNOSTICS INC
-$222.7K
0
-100%
清仓
VIS
VANGUARD INDUSTRIALS ETF
-$218.7K
0
-100%
清仓
TXN
TEXAS INSTRUMENTS INC
-$218.0K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$217.1K
0
-100%
清仓
—
ACCENTURE PLC IRELAND SHARES CLASS A
-$215.2K
0
-100%
增持
CL
COLGATE-PALMOLIVE CO
+$212.7K
45,338
+4%
清仓
RSPM
INVESCO TR ETF S&P 500 EQUAL WEIGHT MATLS
-$205.7K
0
-100%
建仓
—
MEDTRONIC PLC
+$204.6K
2,322
建仓
GSLC
GOLDMAN SACHS ETF TR ETF ACTIVEBETA U S LARGE CAP EQUITY ETF
+$203.8K
2,334
清仓
DHI
D R HORTON INC
-$203.0K
0
-100%
清仓
GLW
CORNING INC
-$200.4K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$200.4K
4,423
增持
JNJ
JOHNSON JOHNSON
+$170.4K
14,866
+1%
增持
NKE
NIKE INC CLASS B
-$155.1K
27,851
+6%
减持
CAT
CATERPILLAR INC
+$109.3K
7,919
-1%
减持
TGT
TARGET CORP
-$106.2K
2,762
-3%
增持
MCD
MCDONALDS CORP
+$99.5K
4,250
+2%
增持
DUK
DUKE ENERGY CORP COM NEW
-$83.5K
13,556
+1%
增持
CMCSA
COMCAST CORP NEW CL A
+$79.8K
19,414
+1%
减持
MRK
MERCK CO INC NEW
+$78.5K
10,672
-2%
增持
SBUX
STARBUCKS CORP
-$72.6K
42,736
+3%
增持
JPST
JPMORGAN ETF ULTRA-SHORT INCOME
+$68.7K
55,640
+3%
减持
SPIP
SPDR PORTFOLIO TIPS ETF
-$65.4K
10,980
-16%
减持
D
DOMINION ENERGY INC
-$62.3K
9,778
-4%
增持
WM
WASTE MGMT INC DEL
+$59.2K
4,163
+3%
减持
TFC
TRUIST FINL CORP
-$55.5K
11,949
-3%
减持
VOO
VANGUARD INDEX FDS ETF SP 500 ETF SHS NEW
-$55.0K
4,372
-10%
增持
PFE
PFIZER INCORPORATED
-$53.8K
14,036
+1%
增持
DE
DEERE CO
+$53.3K
12,185
+3%
增持
PM
PHILIP MORRIS INTERNATIONAL INC
+$52.3K
2,785
+23%
减持
PPG
P P G INDUSTRIES INC
+$49.7K
3,387
-0%
减持
ABT
ABBOTT LABORATORIES
+$48.0K
6,478
-0%
增持
MS
MORGAN STANLEY CO
+$46.0K
44,127
+4%
增持
AEP
AMERICAN ELECTRIC POWER INC
-$43.2K
8,184
+2%
减持
INTC
INTEL CORP
-$43.1K
14,844
-10%
减持
IVV
ISHARES CORE SP 500 ETF SP 500 INDEX FD
+$42.7K
2,730
-4%
增持
VV
VANGUARD LRG CAP ETF
+$41.9K
2,628
+0%
增持
AMGN
AMGEN INC
-$35.1K
2,330
+2%
增持
GE
GENERAL ELEC CO NEW
+$34.5K
2,411
+0%
增持
—
AMCOR PLC ORD USD 0.01
-$34.0K
24,283
+0%
增持
LQD
ISHARES IBOXX ETF INVESTMENT GRADE CORP BD
+$32.5K
7,472
+6%
增持
EOG
EOG RESOURCES INC
+$30.6K
4,102
+7%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$30.6K
4,010
+23%
减持
IVW
ISHARES SP 500 ETF GROWTH
+$29.1K
4,487
-0%
减持
AFL
AFLAC INC
+$26.5K
5,162
-0%
增持
IWM
ISHARES ETF RUSSELL 2000
+$25.9K
2,795
+0%
增持
CVX
CHEVRON CORPORATION
-$24.5K
8,297
+2%
增持
GILD
GILEAD SCIENCES INC
-$24.1K
5,797
+2%
增持
GPC
GENUINE PARTS CO COM
+$23.9K
2,487
+5%
增持
KMB
KIMBERLY-CLARK CORP
+$23.6K
4,151
+1%
增持
VZ
VERIZON COMMUNICATIONS COM
-$22.7K
13,382
+0%
减持
SKYY
FIRST TRUST CLOUD ETF COMPUTING ETF
+$21.4K
3,198
-3%
增持
EMR
EMERSON ELECTRIC CO
+$20.8K
6,304
+0%
减持
CSCO
CISCO SYSTEMS INC
-$19.4K
14,279
-2%
增持
USB
US BANCORP NEW
-$17.9K
8,628
+3%
增持
VXUS
VANGUARD TOTAL INTL ETF STOCK INDEX FUND
+$16.7K
5,699
+4%
减持
ITOT
ISHARES CORE SP TOT ETF U.S. STOCK MARKET ETF
+$16.1K
2,279
-0%
增持
UPS
UNITED PARCEL SERVICE-B
+$15.4K
4,167
+11%
减持
DOV
DOVER CORP COMMON
-$15.1K
2,251
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHINE CORP
+$14.4K
3,988
+1%
增持
PSX
PHILLIPS 66
-$11.5K
4,891
+4%
增持
GD
GENL DYNAMICS CORP
-$11.3K
2,301
+4%
增持
XEL
XCEL ENERGY INC
-$11.1K
4,491
+4%
增持
BAC
BANK OF AMERICA CORP
+$10.9K
17,456
+2%
增持
BNY
BANK NEW YORK MELLON CORP
+$9.8K
7,682
+5%
增持
ENB
ENBRIDGE INC
-$8.4K
8,500
+0%
增持
ADP
AUTOMATIC DATA PROCESSING
+$6.4K
2,604
+2%
减持
GSK
GSK PLC ADR SPONSORED ADR NEW
-$5.4K
5,666
-3%
减持
KIE
SPDR SP INSURANCE ETF
-$3.2K
4,972
-5%
减持
QTEC
FIRST TRUST NASDAQ100ETF TECHNOLOGY INDEXFUND
+$3.0K
2,345
-11%
增持
NEE
NEXTERA ENERGY INC
-$2.9K
59,142
+4%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$2.0K
7,327
+20%
减持
VWO
VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
-$1.1K
8,460
-1%
减持
VEA
VANGUARD FTSE ETF DEVELOPED MARKETS ETF
-$599
8,710
-2%