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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 112
增持 19
减持 4
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SMH
VANECK ETF TRUST
-$93.3M
5,316
+18%
建仓
MSFT
MICROSOFT CORP
+$17.3M
38,782
建仓
PG
PROCTER AND GAMBLE CO
+$8.7M
52,462
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 CORPORATION
+$8.1M
161,517
+1012%
建仓
WMT
WALMART INC
+$7.3M
107,364
增持
AAPL
APPLE INC
+$7.2M
78,901
+43%
建仓
PEP
PEPSICO INC
+$6.2M
37,785
减持
UNH
UNITEDHEALTH GROUP INC
-$6.0M
13,974
-47%
建仓
GD
GENERAL DYNAMICS CORP
+$5.6M
19,242
建仓
HON
HONEYWELL INTL INC
+$5.6M
26,043
建仓
CL
COLGATE PALMOLIVE CO
+$5.4M
55,956
建仓
MS
MORGAN STANLEY
+$5.4M
55,152
建仓
XME
SPDR SER TR
+$5.3M
89,452
建仓
RSG
REPUBLIC SVCS INC
+$5.2M
26,992
建仓
DE
DEERE & CO
+$5.2M
14,001
建仓
LLY
ELI LILLY & CO
+$5.1M
5,677
建仓
ITW
ILLINOIS TOOL WKS INC
+$4.8M
20,354
建仓
CI
THE CIGNA GROUP
+$4.7M
14,115
建仓
ROK
ROCKWELL AUTOMATION INC
+$4.6M
16,799
建仓
VGT
VANGUARD WORLD FD
+$3.8M
6,652
清仓
APD
AIR PRODUCTS & CHEMICALS INC
-$3.7M
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$3.4M
6,776
建仓
VTI
VANGUARD INDEX FDS
+$3.2M
12,099
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$3.2M
2,473
+307%
增持
GOOGL
ALPHABET INC
+$3.1M
18,451
+906%
建仓
XLE
SELECT SECTOR SPDR TR
+$3.0M
32,684
建仓
JNJ
JOHNSON & JOHNSON
+$2.7M
18,669
建仓
QUAL
ISHARES TR
+$2.7M
15,879
建仓
CAT
CATERPILLAR INC
+$2.6M
7,949
增持
AMZN
AMAZON COM INC
+$2.4M
55,318
+21%
建仓
MU
MICRON TECHNOLOGY INC
+$2.3M
17,264
建仓
AMD
ADVANCED MICRO DEVICES INC
+$2.2M
13,420
增持
—
EXXON MOBIL CORP
+$2.1M
21,886
+564%
建仓
AMLP
ALPS ETF TR
+$2.1M
44,466
建仓
—
CLEARBRIDGE MLP AND MIDSTRM
+$2.1M
44,762
建仓
IEO
ISHARES TR
+$2.0M
20,443
建仓
CVX
CHEVRON CORP NEW
+$2.0M
12,538
建仓
VUG
VANGUARD INDEX FDS
+$1.9M
5,155
建仓
IVV
ISHARES TR
+$1.9M
3,518
建仓
VTIP
VANGUARD MALVERN FDS
+$1.8M
36,198
建仓
MTUM
ISHARES TR
+$1.6M
8,286
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$1.6M
8,810
减持
COST
COSTCO WHSL CORP NEW
-$1.6M
938
-74%
清仓
SPYG
SPDR S&P 500 ETF
-$1.6M
0
-100%
清仓
MSCI
MSCI INC
-$1.5M
0
-100%
增持
GOOG
ALPHABET INC
+$1.5M
40,734
+4%
建仓
ULTA
ULTA BEAUTY INC
+$1.5M
3,852
建仓
BND
VANGUARD BD INDEX FDS
+$1.5M
20,183
建仓
FNB
F N B CORP
+$1.3M
93,855
增持
TFC
TRUIST FINL CORP
+$1.3M
44,291
+282%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.2M
3,199
建仓
MCD
MCDONALDS CORP
+$1.2M
4,686
建仓
AGG
ISHARES TR
+$1.2M
12,196
增持
DUK
DUKE ENERGY CORP NEW
+$1.2M
24,976
+80%
增持
AVGO
BROADCOM INC
+$1.2M
903
+243%
建仓
VCR
VANGUARD WORLD FD
+$1.2M
3,694
建仓
VYM
VANGUARD WHITEHALL FDS
+$1.1M
9,690
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$1.0M
5,980
增持
JPM
JPMORGAN CHASE & CO.
+$1.0M
39,737
+14%
建仓
MPC
MARATHON PETE CORP
+$981.3K
5,657
建仓
VHT
VANGUARD WORLD FD
+$959.5K
3,607
建仓
COPX
GLOBAL X FDS
+$955.1K
21,172
建仓
LQD
ISHARES TR
+$950.7K
8,875
建仓
RY
ROYAL BK CDA
+$950.5K
8,935
建仓
WELL
WELLTOWER INC
+$931.8K
8,938
建仓
KO
COCA COLA CO
+$908.7K
14,276
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$907.1K
17,836
+18%
建仓
SO
SOUTHERN CO
+$901.3K
11,619
清仓
CRM
SALESFORCE INC
-$888.8K
0
-100%
建仓
PSX
PHILLIPS 66
+$850.6K
6,026
建仓
MRVL
MARVELL TECHNOLOGY INC
+$816.8K
11,685
建仓
FANG
DIAMONDBACK ENERGY INC
+$791.2K
3,952
建仓
PANW
PALO ALTO NETWORKS INC
+$775.3K
2,287
建仓
EMR
EMERSON ELEC CO
+$754.9K
6,853
清仓
TSLA
TESLA INC
-$754.2K
0
-100%
建仓
USMV
ISHARES TR
+$703.2K
8,375
建仓
VBR
VANGUARD INDEX FDS
+$696.5K
3,816
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$689.5K
78,610
+21%
建仓
VXF
VANGUARD INDEX FDS
+$678.0K
4,017
增持
D
DOMINION ENERGY INC
+$663.7K
23,063
+143%
建仓
CSX
CSX CORP
+$663.2K
19,826
建仓
HD
HOME DEPOT INC
+$635.8K
1,847
建仓
VV
VANGUARD INDEX FDS
+$627.5K
2,514
建仓
SBUX
STARBUCKS CORP
+$617.6K
7,933
建仓
LOW
LOWES COS INC
+$612.9K
2,780
建仓
UPS
UNITED PARCEL SERVICE INC
+$603.0K
4,406
增持
ABBV
ABBVIE INC
+$598.6K
11,005
+55%
建仓
LMT
LOCKHEED MARTIN CORP
+$590.9K
1,265
增持
MRK
MERCK & CO INC
+$588.2K
15,548
+53%
建仓
PM
PHILIP MORRIS INTL INC
+$584.1K
5,764
建仓
VXUS
VANGUARD STAR FDS
+$576.2K
9,556
建仓
UNP
UNION PAC CORP
+$576.1K
2,546
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$575.9K
10,161
建仓
KMB
KIMBERLY-CLARK CORP
+$571.6K
4,136
建仓
INTU
INTUIT
+$570.5K
868
建仓
WFC
WELLS FARGO CO NEW
+$539.1K
9,077
建仓
INTC
INTEL CORP
+$514.7K
16,621
建仓
OKE
ONEOK INC NEW
+$514.6K
6,310
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$509.5K
1,528
建仓
NVO
NOVO-NORDISK A S
+$478.2K
3,350
建仓
QCOM
QUALCOMM INC
+$471.5K
2,367
建仓
WAL
WESTERN ALLIANCE BANCORP
+$468.3K
7,455
建仓
IWM
ISHARES TR
+$464.7K
2,290
清仓
—
ASML HOLDING N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS
-$462.5K
0
-100%
建仓
GE
GE AEROSPACE
+$459.9K
2,893
建仓
IJH
ISHARES TR
+$450.9K
7,705
建仓
XHB
SPDR SER TR
+$445.7K
4,409
建仓
PPG
PPG INDS INC
+$443.9K
3,526
建仓
MRSH
MARSH & MCLENNAN COS INC
+$437.9K
2,078
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$411.7K
2,085
建仓
FUL
FULLER H B CO
+$399.6K
5,193
建仓
EEM
ISHARES TR
+$395.6K
9,288
建仓
MO
ALTRIA GROUP INC
+$391.9K
8,604
建仓
BOTZ
GLOBAL X FDS
+$390.8K
12,667
建仓
VLO
VALERO ENERGY CORP
+$377.9K
2,411
建仓
DOV
DOVER CORP
+$376.5K
2,086
建仓
GILD
GILEAD SCIENCES INC
+$374.9K
5,465
建仓
IVW
ISHARES TR
+$371.5K
4,014
清仓
GLD
SPDR GOLD SHARES ETF
-$367.8K
0
-100%
增持
RTX
RTX CORPORATION
+$367.1K
6,200
+104%
清仓
PSA
PUBLIC STORAGE REIT
-$364.7K
0
-100%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$363.1K
7,348
建仓
PFE
PFIZER INC
+$362.1K
12,940
建仓
VO
VANGUARD INDEX FDS
+$360.7K
1,490
建仓
DNP
DNP SELECT INCOME FD INC
+$357.1K
43,449
清仓
MA
MASTERCARD INC CLASS A
-$356.6K
0
-100%
建仓
HSY
HERSHEY CO
+$353.9K
1,925
清仓
DHI
D R HORTON CO
-$339.1K
0
-100%
减持
DGX
QUEST DIAGNOSTICS INC
-$336.3K
1,538
-62%
建仓
CIEN
CIENA CORP
+$332.4K
6,900
建仓
GPC
GENUINE PARTS CO
+$327.5K
2,368
减持
V
VISA INC
-$321.1K
23,374
-0%
建仓
IWF
ISHARES TR
+$318.1K
873
增持
VZ
VERIZON COMMUNICATIONS INC
+$314.3K
20,537
+62%
清仓
ENTG
ENTEGRIS INC
-$313.4K
0
-100%
清仓
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$307.0K
0
-100%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$306.8K
1,366
建仓
AMAT
APPLIED MATLS INC
+$305.4K
1,294
清仓
SPGI
S&P GLOBAL INC
-$304.4K
0
-100%
建仓
SYY
SYSCO CORP
+$294.8K
4,129
清仓
CBOE
CBOE GLOBAL MKTS INC
-$293.7K
0
-100%
建仓
LDOS
LEIDOS HOLDINGS INC
+$291.8K
2,000
建仓
IVE
ISHARES TR
+$291.0K
1,599
建仓
C
CITIGROUP INC
+$286.0K
4,507
建仓
REGN
REGENERON PHARMACEUTICALS
+$285.9K
272
建仓
NSC
NORFOLK SOUTHN CORP
+$283.5K
1,320
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$275.9K
3,504
建仓
VTV
VANGUARD INDEX FDS
+$269.9K
1,683
建仓
ADI
ANALOG DEVICES INC
+$269.8K
1,182
清仓
NFLX
NETFLIX INC
-$263.4K
0
-100%
