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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 111 项
建仓 25
增持 28
减持 51
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$1.3M
55,042
-0%
建仓
FCNCA
FIRST CITIZENS BANCSHARES CLASS A
+$837.2K
607
减持
MSFT
MICROSOFT CORP
-$758.1K
27,918
-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。
增持
NEE
NEXTERA ENERGY INC
-$729.5K
63,865
+8%
增持
GOOG
ALPHABET INC NON VOTING CAP STK CL C
+$661.7K
37,378
+6%
增持
ROK
ROCKWELL AUTOMATION INC
-$595.1K
14,005
+0%
建仓
LMT
LOCKHEED MARTIN CORP
+$491.3K
1,201
减持
UNH
UNITEDHEALTH GROUP INC
+$474.4K
21,624
-0%
建仓
INTU
INTUIT INC
+$471.1K
922
建仓
STWD
STARWOOD PROPERTY TR INC
+$413.5K
21,367
建仓
MRSH
MARSH AND MC LENNAN COMPANIES INC
+$400.2K
2,103
减持
JNJ
JOHNSON & JOHNSON
-$398.9K
13,237
-11%
增持
PEP
PEPSICO INCORPORATED
-$377.6K
28,358
+1%
减持
DE
DEERE & CO
-$376.9K
12,084
-1%
建仓
HD
HOME DEPOT INC
+$355.7K
1,177
建仓
—
BLACKROCK INC
+$355.0K
549
建仓
XSD
SPDR S&P SEMICONDCTR ETF
+$353.0K
1,801
增持
ITW
ILLINOIS TOOL WORKS INC
-$333.7K
18,124
+1%
建仓
HSY
HERSHEY COMPANY
+$331.1K
1,655
建仓
VO
VANGUARD MID CAP ETF
+$330.5K
1,587
增持
HON
HONEYWELL INTERNATIONAL INC
-$328.1K
22,898
+4%
减持
LLY
ELI LILLY & CO
+$307.4K
4,579
-0%
建仓
BIIB
BIOGEN INC
+$294.0K
1,144
建仓
IJH
ISHARES CORE S&P MID ETF ETF
+$286.5K
1,149
建仓
KVUE
KENVUE INC
+$286.5K
14,266
清仓
USB
US BANCORP NEW
-$285.1K
0
-100%
清仓
SPIP
SPDR PORTFOLIO TIPS ETF
-$283.7K
0
-100%
增持
SBUX
STARBUCKS CORP
-$280.3K
43,313
+1%
建仓
LOW
LOWES COMPANIES INC
+$262.9K
1,265
建仓
—
ACCENTURE PLC IRELAND SHARES CLASS A
+$262.6K
855
建仓
IRM
IRON MOUNTAIN INC
+$262.5K
4,415
建仓
IVE
ISHARES S&P500 VALUE ETF
+$256.8K
1,669
建仓
RSP
INVESCO TR ETF S&P 500 EQUAL WEIGHT
+$244.0K
1,722
减持
NVDA
NVIDIA CORP
-$243.6K
13,007
-7%
建仓
COP
CONOCOPHILLIPS
+$236.1K
1,971
建仓
GOOGL
ALPHABET INC VOTING CAP STK CL A
+$232.3K
1,775
清仓
EVRG
EVERGY INC
-$222.8K
0
-100%
建仓
TSLA
TESLA INC
+$220.7K
882
建仓
META
META PLATFORMS INC CLASS A
+$219.5K
731
建仓
VIS
VANGUARD INDUSTRIALS ETF
+$213.2K
1,093
建仓
CI
CIGNA CORP NEW
+$211.7K
740
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$208.7K
0
-100%
建仓
WY
WEYERHAEUSER CO
+$206.3K
6,728
清仓
—
MEDTRONIC PLC
-$204.6K
0
-100%
清仓
GSLC
GOLDMAN SACHS ETF TR ETF ACTIVEBETA U S LARGE CAP EQUITY ETF
-$203.8K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$200.4K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$175.4K
33,289
+4%
减持
BND
VANGUARD TOTAL BOND ETF MARKET
-$172.4K
24,611
-5%
减持
AGG
ISHARES CORE U.S. ETF AGGREGATE BOND
-$159.3K
22,185
-3%
减持
MCD
MCDONALDS CORP
-$158.6K
4,212
-1%
减持
ABT
ABBOTT LABORATORIES
-$153.9K
5,703
-12%
减持
MRK
MERCK & CO INC NEW
-$142.2K
10,581
-1%
增持
PG
PROCTER & GAMBLE CO
-$142.1K
42,702
+2%
减持
CAT
CATERPILLAR INC
+$139.7K
7,649
-3%
增持
APD
AIR PRODUCTS & CHEMICALS INC
-$132.5K
13,046
+2%
增持
JPST
JPMORGAN ETF ULTRA-SHORT INCOME
+$115.2K
57,891
+4%
减持
PSX
PHILLIPS 66
+$112.2K
4,816
-2%
增持
AMZN
AMAZON COM INC
+$111.2K
45,152
+5%
减持
—
EXXON MOBIL CORP
-$105.2K
3,383
-28%
减持
UPS
UNITED PARCEL SERVICE-B
-$104.7K
4,121
-1%
增持
V
VISA INC CLASS A
-$103.9K
19,124
+1%
减持
AMGN
AMGEN INC
+$101.7K
2,303
-1%
减持
WM
WASTE MGMT INC DEL
-$94.2K
4,118
-1%
减持
VOO
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW
-$93.1K
4,297
-2%
减持
KMB
KIMBERLY-CLARK CORP
-$87.8K
4,015
-3%
减持
ABBV
ABBVIE INC
+$87.3K
7,078
-1%
减持
CVX
CHEVRON CORPORATION
+$83.1K
8,235
-1%
增持
MS
MORGAN STANLEY & CO
+$79.9K
47,120
+7%
增持
CL
COLGATE-PALMOLIVE CO
-$78.9K
48,009
+6%
减持
IVV
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD
-$78.4K
2,651
-3%
减持
AEP
AMERICAN ELECTRIC POWER INC
-$77.8K
8,127
-1%
减持
GPC
GENUINE PARTS CO COM
-$68.6K
2,440
-2%
减持
TGT
TARGET CORP
-$66.8K
2,690
-3%
减持
PFE
PFIZER INCORPORATED
-$66.6K
13,513
-4%
增持
VZ
VERIZON COMMUNICATIONS COM
-$63.9K
13,385
+0%
减持
PPG
P P G INDUSTRIES INC
-$63.0K
3,384
-0%
减持
LQD
ISHARES IBOXX & ETF INVESTMENT GRADE CORP BD
-$61.6K
7,316
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC SERIES B NEW
+$54.5K
14,257
-2%
减持
VWO
VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
-$51.8K
7,455
-12%
减持
IWM
ISHARES ETF RUSSELL 2000
-$51.5K
2,670
-4%
减持
CMCSA
COMCAST CORP NEW CL A
+$47.4K
19,261
-1%
增持
KO
COCA-COLA COMPANY
-$42.6K
10,059
+0%
减持
EOG
EOG RESOURCES INC
+$42.5K
4,038
-2%
减持
EMR
EMERSON ELECTRIC CO
+$38.4K
6,298
-0%
增持
NKE
NIKE INC CLASS B
-$35.8K
31,772
+14%
减持
ADP
AUTOMATIC DATA PROCESSING
+$32.0K
2,512
-4%
减持
BAC
BANK OF AMERICA CORP
-$31.4K
17,143
-2%
减持
INTC
INTEL CORP
+$31.2K
14,841
-0%
减持
VEA
VANGUARD FTSE ETF DEVELOPED MARKETS ETF
-$29.7K
8,521
-2%
减持
XEL
XCEL ENERGY INC
-$26.9K
4,410
-2%
减持
DOV
DOVER CORP COMMON
-$24.5K
2,207
-2%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$23.8K
4,008
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHINE CORP
+$23.4K
3,970
-0%
增持
PM
PHILIP MORRIS INTERNATIONAL INC
+$23.0K
3,185
+14%
减持
AFL
AFLAC INC
+$22.8K
4,992
-3%
增持
VTI
VANGUARD TOTAL STOCK ETF MARKET ETF
+$22.7K
4,401
+6%
增持
TFC
TRUIST FINL CORP
-$20.6K
11,957
+0%
增持
—
AMCOR PLC ORD USD 0.01
-$19.9K
24,285
+0%
减持
BNY
BANK NEW YORK MELLON CORP
-$19.1K
7,571
-1%
减持
GILD
GILEAD SCIENCES INC
-$17.6K
5,727
-1%
减持
ITOT
ISHARES CORE S&P TOT ETF U.S. STOCK MARKET ETF
-$16.5K
2,192
-4%
增持
CTVA
CORTEVA INC
-$16.2K
4,788
+5%
增持
VXUS
VANGUARD TOTAL INTL ETF STOCK INDEX FUND
-$14.5K
5,700
+0%
减持
IVW
ISHARES S&P 500 ETF GROWTH
-$14.4K
4,411
-2%
减持
CSCO
CISCO SYSTEMS INC
+$14.2K
14,006
-2%
减持
WMT
WALMART INC
-$7.9K
31,905
-2%
增持
VV
VANGUARD LRG CAP ETF
-$5.7K
2,693
+2%
增持
DUK
DUKE ENERGY CORP COM NEW
+$4.9K
13,839
+2%
减持
GD
GENL DYNAMICS CORP
-$2.7K
2,228
-3%
增持
GE
GENERAL ELEC CO NEW
+$1.9K
2,413
+0%
增持
UNP
UNION PACIFIC CORP
-$1.6K
2,469
+0%
