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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
24Q1 调仓
2023-09-30 → 2024-03-31 · 共 145 项
建仓 35
增持 21
减持 25
清仓 64
方向
标的
Δ市值
现股数(环比)
建仓
SMH
VANECK SEMICONDUCTOR ETF
+$94.6M
4,512
清仓
MSFT
MICROSOFT CORP
-$8.8M
0
-100%
清仓
PG
PROCTER & GAMBLE CO
-$6.2M
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。
增持
NVDA
NVIDIA CORP
+$6.2M
14,520
+12%
清仓
WMT
WALMART INC
-$5.1M
0
-100%
清仓
PEP
PEPSICO INCORPORATED
-$4.8M
0
-100%
清仓
DE
DEERE & CO
-$4.6M
0
-100%
清仓
HON
HONEYWELL INTERNATIONAL INC
-$4.2M
0
-100%
清仓
ITW
ILLINOIS TOOL WORKS INC
-$4.2M
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$4.0M
0
-100%
清仓
SBUX
STARBUCKS CORP
-$4.0M
0
-100%
清仓
MS
MORGAN STANLEY & CO
-$3.8M
0
-100%
清仓
CL
COLGATE-PALMOLIVE CO
-$3.4M
0
-100%
清仓
NKE
NIKE INC CLASS B
-$3.0M
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$2.8M
12,686
-80%
增持
AMZN
AMAZON COM INC
+$2.5M
45,786
+1%
清仓
LLY
ELI LILLY & CO
-$2.5M
0
-100%
建仓
COST
COSTCO WHOLESALE CO
+$2.4M
3,621
增持
UNH
UNITEDHEALTH GRP INC
+$2.2M
26,268
+21%
增持
JPM
JPMORGAN CHASE & CO
+$2.2M
34,990
+5%
清仓
CAT
CATERPILLAR INC
-$2.1M
0
-100%
清仓
AGG
ISHARES CORE U.S. ETF AGGREGATE BOND
-$2.1M
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$2.1M
0
-100%
增持
V
VISA INC CLASS A
+$2.1M
23,378
+22%
清仓
BND
VANGUARD TOTAL BOND ETF MARKET
-$1.7M
0
-100%
清仓
VOO
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW
-$1.7M
0
-100%
建仓
SPYG
SPDR S&P 500 ETF
+$1.6M
3,266
建仓
MSCI
MSCI INC
+$1.5M
2,731
清仓
CVX
CHEVRON CORPORATION
-$1.4M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC SERIES B NEW
+$1.4M
15,097
+6%
清仓
IVV
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD
-$1.1M
0
-100%
清仓
MCD
MCDONALDS CORP
-$1.1M
0
-100%
增持
GOOG
ALPHABET INC NON VOTING CAP STK CL C
+$1.0M
39,004
+4%
清仓
FNB
FNB CORP PA
-$944.0K
0
-100%
清仓
VTI
VANGUARD TOTAL STOCK ETF MARKET ETF
-$934.8K
0
-100%
建仓
CRM
SALESFORCE INC
+$888.8K
3,378
清仓
LQD
ISHARES IBOXX & ETF INVESTMENT GRADE CORP BD
-$746.4K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE-B
-$642.3K
0
-100%
清仓
EMR
EMERSON ELECTRIC CO
-$608.2K
0
-100%
清仓
PSX
PHILLIPS 66
-$578.6K
0
-100%
清仓
KO
COCA-COLA COMPANY
-$563.1K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHINE CORP
-$557.0K
0
-100%
建仓
DGX
QUEST DIAGNOSTICS INC
+$546.8K
4,019
增持
TSLA
TESLA INC
+$533.5K
3,035
+244%
清仓
INTC
INTEL CORP
-$527.6K
0
-100%
清仓
VV
VANGUARD LRG CAP ETF
-$527.0K
0
-100%
清仓
CSX
CSX CORP
-$505.2K
0
-100%
清仓
UNP
UNION PACIFIC CORP
-$502.8K
0
-100%
清仓
GD
GENL DYNAMICS CORP
-$492.4K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$491.3K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$485.2K
0
-100%
清仓
IWM
ISHARES ETF RUSSELL 2000
-$471.9K
0
-100%
清仓
INTU
INTUIT INC
-$471.1K
0
-100%
建仓
—
ASML HOLDING N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS
+$462.5K
611
清仓
PFE
PFIZER INCORPORATED
-$448.2K
0
-100%
清仓
PPG
P P G INDUSTRIES INC
-$439.2K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$429.2K
0
-100%
清仓
SO
SOUTHERN COMPANY
-$422.8K
0
-100%
清仓
MRSH
MARSH AND MC LENNAN COMPANIES INC
-$400.2K
0
-100%
建仓
AMT
AMERN TOWER CORP REIT
+$373.9K
1,732
增持
JPST
JPMORGAN ETF ULTRA-SHORT INCOME
+$373.0K
64,974
+12%
清仓
VEA
VANGUARD FTSE ETF DEVELOPED MARKETS ETF
-$372.5K
0
-100%
建仓
GLD
SPDR GOLD SHARES ETF
+$367.8K
1,924
建仓
MMM
3M CO
+$367.4K
3,361
建仓
PSA
PUBLIC STORAGE REIT
+$364.7K
1,196
建仓
MA
MASTERCARD INC CLASS A
+$356.6K
836
清仓
HD
HOME DEPOT INC
-$355.7K
0
-100%
清仓
GPC
GENUINE PARTS CO COM
-$352.3K
0
-100%
清仓
QTEC
FIRST TRUST NASDAQ100ETF TECHNOLOGY INDEXFUND
-$340.7K
0
-100%
建仓
DHI
D R HORTON CO
+$339.1K
2,231
清仓
HSY
HERSHEY COMPANY
-$331.1K
0
-100%
清仓
VO
VANGUARD MID CAP ETF
-$330.5K
0
-100%
增持
TGT
TARGET CORP
+$329.6K
3,821
+42%
增持
RSP
INVSC S P 500 EQUAL WEIGHT ETF
+$327.7K
3,490
+103%
建仓
ENTG
ENTEGRIS INC
+$313.4K
2,616
清仓
DOV
DOVER CORP COMMON
-$307.9K
0
-100%
建仓
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$307.0K
3,935
清仓
VXUS
VANGUARD TOTAL INTL ETF STOCK INDEX FUND
-$305.1K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$304.4K
691
清仓
IVW
ISHARES S&P 500 ETF GROWTH
-$301.8K
0
-100%
清仓
PM
PHILIP MORRIS INTERNATIONAL INC
-$294.8K
0
-100%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$293.7K
1,645
建仓
AVGO
BROADCOM INC
+$293.6K
263
增持
BAC
BANK OF AMERICA CORP
+$293.2K
20,109
+17%
清仓
VWO
VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF
-$292.3K
0
-100%
清仓
IJH
ISHARES CORE S&P MID ETF ETF
-$286.5K
0
-100%
清仓
GE
GENERAL ELEC CO NEW
-$266.8K
0
-100%
建仓
NFLX
NETFLIX INC
+$263.4K
541
清仓
LOW
LOWES COMPANIES INC
-$262.9K
0
-100%
建仓
AMP
AMERIPRISE FINL
+$262.1K
690
清仓
IVE
ISHARES S&P500 VALUE ETF
-$256.8K
0
-100%
建仓
RTX
RTX CORP
+$255.3K
3,034
建仓
XLK
TECHNOLOGY SELECT SECTOR SPDR ETF
+$251.0K
1,304
清仓
SYY
SYSCO CORPORATION
-$249.2K
0
-100%
减持
MRK
MERCK & CO INC NEW
+$247.4K
10,130
-4%
建仓
IEFA
ISHARES CORE MSCI ETF EAFE ETF
+$247.2K
3,331
建仓
ANSS
ANSYS INC
+$246.8K
680
建仓
A
AGILENT TECHNOLOGIES
+$245.5K
1,766
建仓
RFG
INVESCO TR ETF S&P MIDCAP 400 PURE GROWTH
+$242.4K
4,781
建仓
IXUS
ISHARES CORE MSCI ETF TOTAL INTL STK ETF
+$241.2K
3,554
清仓
BMY
BRISTOL MYERS SQUIBB CO
-$232.6K
0
-100%
建仓
—
LINDE PLC F
+$230.8K
562
建仓
RPG
INVESCO TR ETF S&P 500 EQUAL WEIGHT PURE GROWTH
+$229.0K
6,235
减持
WM
WASTE MGMT INC DEL
+$223.2K
3,992
-3%
建仓
XLI
SELECT SECTOR INDUSTRIAL SPDR ETF
+$223.0K
1,956
建仓
RSPM
INVESCO TR ETF S&P 500 EQUAL WEIGHT MATLS
+$218.2K
6,005
建仓
VGSH
VANGUARD SHORT TERM TREASURY ETF
+$217.1K
3,722
建仓
—
AERCAP HLDGS NV
+$213.5K
2,457
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$212.3K
1,794
清仓
CI
CIGNA CORP NEW
-$211.7K
0
-100%
建仓
KEYS
KEYSIGHT TECH INC
+$210.3K
1,322
增持
T
AT & T INC
+$210.0K
33,378
+36%
清仓
ITOT
ISHARES CORE S&P TOT ETF U.S. STOCK MARKET ETF
-$206.5K
0
-100%
清仓
WY
WEYERHAEUSER CO
-$206.3K
0
-100%
清仓
GSK
GSK PLC ADR SPONSORED ADR NEW
-$205.4K
0
-100%
增持
—
BLACKROCK INC
+$151.2K
607
+11%
减持
META
META PLATFORMS INC CLASS A
+$124.3K
708
-3%
增持
DUK
DUKE ENERGY CORP COM NEW
+$122.4K
13,896
+0%
减持
TFC
TRUIST FINL CORP
+$110.2K
11,603
-3%
减持
VZ
VERIZON COMMUNICATIONS COM
+$98.8K
12,694
-5%
减持
BNY
BANK NEW YORK MELLON CORP
+$89.5K
7,158
-5%
减持
CSCO
CISCO SYSTEMS INC
-$81.3K
13,457
-4%
减持
ABT
ABBOTT LABORATORIES
+$78.4K
5,549
-3%
增持
XSD
SPDR S&P SEMICONDCTR ETF
+$76.8K
1,852
+3%
减持
AEP
AMERICAN ELECTRIC POWER INC
+$72.3K
7,939
-2%
减持
KVUE
KENVUE INC
-$65.6K
10,294
-28%
减持
CMCSA
COMCAST CORP NEW CL A
-$65.4K
18,193
-6%
减持
SKYY
FIRST TRUST CLOUD ETF COMPUTING ETF
+$62.6K
3,194
-0%
减持
BIIB
BIOGEN INC
-$50.8K
1,128
-1%
增持
GOOGL
ALPHABET INC VOTING CAP STK CL A
+$44.7K
1,835
+3%
增持
CTVA
CORTEVA INC
+$37.6K
4,900
+2%
增持
—
ACCENTURE PLC IRELAND SHARES CLASS A
+$34.8K
858
+0%
减持
D
DOMINION ENERGY INC
+$29.6K
9,481
-3%
减持
AFL
AFLAC INC
+$28.7K
4,797
-4%
增持
AAPL
APPLE INC
+$27.6K
55,116
+0%
减持
XEL
XCEL ENERGY INC
-$26.5K
4,201
-5%
减持
—
AMCOR PLC ORD USD 0.01
-$20.7K
21,215
-13%
减持
EOG
EOG RESOURCES INC
-$18.0K
3,863
-4%
减持
ENB
ENBRIDGE INC
+$17.8K
8,289
-2%
减持
ADP
AUTOMATIC DATA PROCESSING
-$14.9K
2,361
-6%
减持
—
EXXON MOBIL CORP
-$14.9K
3,294
-3%
减持
AMGN
AMGEN INC
+$12.0K
2,219
-4%
减持
COP
CONOCOPHILLIPS
+$11.4K
1,945
-1%
减持
STWD
STARWOOD PROPERTY TR INC
-$5.1K
20,084
-6%
增持
APD
AIR PRODUCTS & CHEMICALS INC
+$2.9K
15,273
+17%
