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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 4
增持 61
减持 29
清仓 56
方向
标的
Δ市值
现股数(环比)
清仓
FCNCA
FIRST CTZNS BANCSHARES INC N
-$4.2M
0
-100%
增持
AAPL
APPLE INC
+$2.2M
80,569
+2%
清仓
—
CLEARBRIDGE MLP AND MIDSTRM
-$2.1M
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。
建仓
EMO
CLEARBRIDGE ENERGY MIDSTREAM OPPORTUNITY FUND INC NEW
+$2.0M
48,503
增持
WMT
WALMART INC
+$1.5M
108,796
+1%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$1.2M
0
-100%
增持
QUAL
ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF
+$1.1M
21,342
+34%
增持
BRK/B
BERKSHIRE HATHAWAY INC SERIES B NEW
+$1.1M
18,164
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
13,980
+0%
增持
DE
DEERE & CO
+$951.3K
14,814
+6%
建仓
GLD
SPDR GOLD TRUST ETF
+$927.5K
3,816
清仓
TRV
TRAVELERS COMPANIES INC
-$845.5K
0
-100%
建仓
PDBC
INVESCO OPTIMUM YLD ETF DIVERSIFIED COMMODITY STRATEGY NO K-1
+$834.7K
62,149
增持
ITW
ILLINOIS TOOL WORKS INC
+$821.1K
21,536
+6%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$816.8K
8,910
+413%
增持
PG
PROCTER & GAMBLE CO
+$799.4K
54,570
+4%
减持
GOOGL
ALPHABET INC VOTING CAP STK CL A
-$676.6K
16,185
-12%
增持
XHB
SPDR S&P HOMEBLDRS ETF
+$669.6K
8,954
+103%
增持
MS
MORGAN STANLEY & CO
+$666.3K
57,814
+5%
清仓
LOW
LOWES COS INC
-$612.9K
0
-100%
增持
CL
COLGATE-PALMOLIVE CO
+$604.1K
58,126
+4%
增持
V
VISA INC CLASS A
+$593.1K
24,470
+5%
清仓
UNP
UNION PAC CORP
-$576.1K
0
-100%
增持
CAT
CATERPILLAR INC
+$573.5K
8,236
+4%
增持
AVGO
BROADCOM INC
-$569.4K
5,104
+465%
增持
JPM
JPMORGAN CHASE & CO
+$536.0K
40,658
+2%
减持
NVDA
NVIDIA CORP
-$497.2K
160,216
-1%
增持
GD
GENL DYNAMICS CORP
+$485.8K
20,082
+4%
增持
MTUM
ISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF
+$480.4K
10,333
+25%
清仓
NVO
NOVO-NORDISK A S
-$478.2K
0
-100%
增持
CI
CIGNA CORP NEW
+$477.1K
14,846
+5%
减持
LQD
ISHARES IBOXX & ETF INVESTMENT GRADE CORP BD
-$474.7K
4,213
-53%
清仓
QCOM
QUALCOMM INC
-$471.5K
0
-100%
增持
VTI
VANGUARD TOTAL STOCK ETF MARKET ETF
+$467.9K
13,083
+8%
增持
PEP
PEPSICO INCORPORATED
+$462.7K
39,368
+4%
清仓
GE
GE AEROSPACE
-$459.9K
0
-100%
清仓
XSD
SPDR SER TR
-$458.3K
0
-100%
增持
XME
SPDR METALS & MINING ETF
+$451.2K
90,370
+1%
清仓
PPG
PPG INDS INC
-$443.9K
0
-100%
清仓
AFL
AFLAC INC
-$436.1K
0
-100%
增持
GOOG
ALPHABET INC NON VOTING CAP STK CL C
-$434.2K
42,092
+3%
增持
RSG
REPUBLIC SVCS INC
+$414.3K
28,182
+4%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$411.7K
0
-100%
增持
DUK
DUKE ENERGY CORP COM NEW
+$409.9K
25,267
+1%
清仓
IRM
IRON MTN INC DEL
-$395.7K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$393.2K
0
-100%
清仓
BOTZ
GLOBAL X FDS
-$390.8K
0
-100%
增持
AMLP
ALPS TR ETF ALERIAN MLP NEW
+$377.7K
53,281
+20%
清仓
META
META PLATFORMS INC
-$377.2K
0
-100%
清仓
DOV
DOVER CORP
-$376.5K
0
-100%
清仓
IVW
ISHARES TR
-$371.5K
0
-100%
增持
MSFT
MICROSOFT CORP
-$359.6K
39,447
+2%
清仓
HSY
HERSHEY CO
-$353.9K
0
-100%
清仓
BX
BLACKSTONE INC
-$337.1K
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$336.2K
0
-100%
减持
VGT
VANGUARD INFORMATION ETF TECHNOLOGY
-$331.0K
5,975
-10%
增持
IBM
INTERNATIONAL BUSINESS MACHINE CORP
+$328.1K
6,163
+3%
清仓
IWF
ISHARES TR
-$318.1K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$306.8K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$305.4K
0
-100%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$300.3K
0
-100%
增持
EEM
ISHARES MSCI ETF EMERGING MARKETS
+$294.3K
15,043
+62%
清仓
LDOS
LEIDOS HOLDINGS INC
-$291.8K
0
-100%
清仓
IVE
ISHARES TR
-$291.0K
0
-100%
清仓
VIS
VANGUARD WORLD FD
-$290.1K
0
-100%
增持
ABBV
ABBVIE INC
+$290.0K
11,027
+0%
清仓
REGN
REGENERON PHARMACEUTICALS
-$285.9K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$283.5K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$275.2K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$269.8K
0
-100%
增持
ROK
ROCKWELL AUTOMATION INC
+$266.6K
18,219
+8%
减持
IEO
ISHARES ETF U.S. OIL&GAS EXPLORATION AND PRODUCTION
-$263.7K
19,364
-5%
清仓
BIIB
BIOGEN INC
-$261.5K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$258.8K
0
-100%
清仓
EIX
EDISON INTL
-$252.1K
0
-100%
建仓
NKE
NIKE INC CLASS B
+$250.4K
2,832
清仓
KIE
SPDR SER TR
-$247.8K
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$243.1K
0
-100%
清仓
SLG
SL GREEN RLTY CORP
-$240.7K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$236.7K
0
-100%
清仓
WMB
WILLIAMS COS INC
-$235.3K
0
-100%
减持
INTC
INTEL CORP
-$235.0K
11,926
-28%
清仓
—
LINDE PLC
-$234.8K
0
-100%
清仓
EMN
EASTMAN CHEM CO
-$233.9K
0
-100%
清仓
RFG
INVESCO EXCHANGE TRADED FD T
-$231.9K
0
-100%
清仓
GSK
GSK PLC
-$230.0K
0
-100%
清仓
RPG
INVESCO EXCHANGE TRADED FD T
-$229.4K
0
-100%
清仓
BP
BP PLC
-$228.9K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$226.7K
0
-100%
清仓
GLW
CORNING INC
-$220.7K
0
-100%
减持
MCD
MCDONALDS CORP
+$220.0K
4,644
-1%
清仓
PRU
PRUDENTIAL FINL INC
-$218.9K
0
-100%
清仓
FISV
FISERV INC
-$217.9K
0
-100%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$213.0K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$211.0K
0
-100%
减持
AGG
ISHARES CORE U.S. ETF AGGREGATE BOND
-$209.4K
9,623
-21%
减持
JNJ
JOHNSON & JOHNSON
+$207.3K
18,117
-3%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$205.5K
0
-100%
清仓
RSPM
INVESCO EXCHANGE TRADED FD T
-$205.4K
0
-100%
清仓
ORCL
ORACLE CORP
-$204.0K
0
-100%
增持
D
DOMINION ENERGY INC
+$202.8K
23,064
+0%
减持
VCR
VANGUARD CONSUMER ETF DISCRETONARY
-$199.4K
2,803
-24%
增持
VTIP
VANGUARD SHORT TERM ETF INFLATION PROTECTED SECURITIES INDEX FD
+$196.9K
39,626
+9%
增持
MRVL
MARVELL TECHNOLOGY INC
+$189.2K
13,949
+19%
增持
VOO
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW
+$187.8K
6,778
+0%
增持
HD
HOME DEPOT INC
+$184.8K
2,025
+10%
增持
TFC
TRUIST FINL CORP
+$183.1K
44,513
+1%
增持
HON
HONEYWELL INTERNATIONAL INC
+$182.9K
27,788
+7%
减持
BND
VANGUARD TOTAL BOND ETF MARKET
-$182.1K
16,937
-16%
减持
WELL
WELLTOWER INC
+$180.7K
8,689
-3%
减持
VBR
VANGUARD SMALL CAP V ETF ETF
-$178.2K
2,582
-32%
减持
ULTA
ULTA BEAUTY INC
-$175.4K
3,369
-13%
增持
AMD
ADVANCED MICRO DEVICES INC
+$172.8K
14,320
+7%
增持
VYM
VANGUARD HIGH DIVIDE ETF YIELD INDEX FUNDS ETF
+$162.1K
10,229
+6%
减持
WAL
WESTERN ALLIANCE BANCORP
+$157.4K
7,235
-3%
增持
MRK
MERCK & CO INC NEW
-$147.8K
15,649
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$145.1K
1,259
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG CO LTD ADR
+$139.6K
2,139
+60%
减持
VIG
VANGUARD DIVIDEND ETF APPRECIATION
+$135.7K
8,805
-0%
减持
CVX
CHEVRON CORPORATION
-$134.1K
12,406
-1%
增持
PM
PHILIP MORRIS INTERNATIONAL INC
+$133.6K
5,911
+3%
减持
NEE
NEXTERA ENERGY INC
+$127.3K
11,832
-4%
增持
AMZN
AMAZON COM INC
-$124.0K
56,707
+3%
减持
AEP
AMERICAN ELECTRIC POWER INC
+$121.9K
8,263
-0%
减持
SO
SOUTHERN COMPANY
+$121.2K
11,338
-2%
减持
COPX
GLOBAL X COPPER ETF MINERS
-$120.9K
17,647
-17%
增持
MMM
3M CO
+$117.4K
2,622
+11%
减持
ADP
AUTOMATIC DATA PROCESSING
+$109.8K
2,943
-0%
增持
IVV
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD
+$108.8K
3,526
+0%
减持
T
AT & T INC
+$105.1K
36,417
-0%
减持
—
BLACKROCK INC CHG
+$103.1K
640
-0%
减持
CSCO
CISCO SYSTEMS INC
+$100.5K
17,966
-0%
增持
JEPI
JPMORGAN EQUITY TR ETF PREMIUM INCOME FD
+$100.3K
11,364
+12%
减持
RTX
RTX CORP
+$98.0K
5,946
-4%
增持
CTVA
CORTEVA INC
+$93.1K
6,203
+23%
减持
BNY
BANK NEW YORK MELLON CORP
+$83.8K
7,276
-1%
增持
ITOT
ISHARES CORE S&P TOT ETF U.S. STOCK MARKET ETF
+$80.7K
2,706
+24%
增持
JPST
JPMORGAN ETF ULTRA-SHORT INCOME
+$79.7K
79,762
+1%
增持
VZ
VERIZON COMMUNICATIONS COM
+$78.8K
20,614
+0%
增持
MU
MICRON TECHNOLOGY INC
-$72.0K
21,201
+23%
增持
ABT
ABBOTT LABORATORIES
+$71.1K
6,953
+0%
增持
AMGN
AMGEN INC
+$70.0K
2,655
+6%
增持
ENB
ENBRIDGE INC
+$69.6K
11,251
+3%
增持
VXF
VANGUARD EXTENDED ETF MARKET
+$63.3K
4,073
+1%
增持
VXUS
VANGUARD TOTAL INTL ETF STOCK INDEX FUND
+$62.5K
9,866
+3%
增持
MO
ALTRIA GROUP INC
+$62.4K
8,902
+3%
减持
MPC
MARATHON PETROLEUM CORP
-$62.2K
5,642
-0%
增持
COST
COSTCO WHSL CORP NEW COM
+$61.7K
969
+3%
增持
KVUE
KENVUE INC
+$61.7K
11,458
+2%
增持
—
ACCENTURE PLC IRELAND SHARES CLASS A
+$60.6K
981
+4%
