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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 14
增持 50
减持 68
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
ROK
ROCKWELL AUTOMATION INC
-$5.8M
997
-95%
建仓
BKR
BAKER HUGHES A GE CO
+$5.5M
124,018
建仓
DASH
DOORDASH INC CL A
+$5.2M
28,433
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。
减持
GD
GENL DYNAMICS CORP
-$5.0M
2,155
-90%
建仓
USFD
US FOODS HOLDINGS CORP
+$4.9M
74,119
减持
NVDA
NVIDIA CORP
-$4.7M
147,367
-5%
建仓
DFIV
DIMENSIONAL TR ETF INTL VALE
+$4.6M
117,456
增持
BLK
BLACKROCK INC COM NEW
+$3.9M
4,783
+640%
增持
AMZN
AMAZON COM INC
-$2.4M
57,442
+0%
减持
WMT
WALMART INC
-$1.9M
107,822
-3%
减持
MSFT
MICROSOFT CORP
-$1.5M
39,678
-1%
建仓
TLT
ISHARES 20 YEAR ETF TREASURY BOND
+$1.5M
16,135
减持
JPM
JPMORGAN CHASE & CO
-$1.4M
41,489
-1%
建仓
DFCF
DIMENSIONAL ETF TR CORE FXD INCOME
+$1.3M
30,204
减持
QUAL
ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF
-$1.2M
15,184
-26%
增持
GOOG
ALPHABET INC NON VOTING CAP STK CL C
-$1.2M
44,838
+2%
增持
MS
MORGAN STANLEY & CO
-$1.2M
61,246
+1%
增持
JPST
JPMORGAN ETF ULTRA-SHORT INCOME
+$1.2M
147,396
+16%
增持
VTV
VANGUARD VALUE ETF
+$1.1M
18,880
+54%
减持
BRK/B
BERKSHIRE HATHAWAY INC SERIES B NEW
+$1.1M
18,828
-1%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.0M
0
-100%
减持
AAPL
APPLE INC
-$1.0M
81,069
-0%
清仓
DELL
DELL TECHNOLOGIES INC CL C
-$740.9K
0
-100%
减持
IHI
ISHARES ETF U.S. MEDICAL DEVICES
-$740.4K
11,516
-49%
减持
MRVL
MARVELL TECHNOLOGY INC
-$715.6K
13,580
-3%
建仓
GPN
GLOBAL PAYMENTS INC
+$685.4K
7,000
减持
VGT
VANGUARD INFORMATION ETF TECHNOLOGY
-$674.8K
5,636
-5%
增持
CL
COLGATE-PALMOLIVE CO
+$642.5K
65,967
+3%
减持
VTIP
VANGUARD SHORT TERM ETF INFLATION PROTECTED SECURITIES INDEX FD
-$632.1K
68,621
-17%
增持
GBIL
GOLDMAN SACHS ACCESS ETF TREASURY 0-1 YEAR
+$603.9K
18,712
+47%
减持
XME
SPDR METALS & MINING ETF
-$603.8K
83,871
-2%
减持
BND
VANGUARD TOTAL BOND ETF MARKET
-$594.5K
7,585
-52%
减持
VBR
VANGUARD SMALL CAP V ETF ETF
-$575.9K
1,576
-63%
增持
GDX
VANECK GOLD MINERS ETF
+$574.5K
30,705
+50%
减持
RSG
REPUBLIC SVCS INC
+$567.1K
30,326
-1%
增持
PULS
PGIM ETF TRUST ETF ULTRA SHORT BD
+$490.9K
35,761
+38%
减持
GOOGL
ALPHABET INC VOTING CAP STK CL A
-$470.4K
15,594
-0%
建仓
COHR
COHERENT CORP
+$463.9K
7,143
减持
AMGN
AMGEN INC
-$386.2K
3,852
-28%
增持
HON
HONEYWELL INTERNATIONAL INC
+$368.3K
31,276
+4%
减持
VOO
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW
-$365.2K
6,595
-2%
增持
MO
ALTRIA GROUP INC
+$356.8K
14,815
+50%
减持
VUG
VANGUARD GROWTH ETF
-$354.5K
4,638
-6%
建仓
—
SYNOVUS FINANCIAL CORP
+$350.6K
7,500
增持
KO
COCA-COLA COMPANY
+$339.9K
16,679
+31%
清仓
EXAS
EXACT SCIENCES CORP
-$337.2K
0
-100%
增持
GLD
SPDR GOLD TRUST ETF
+$335.6K
5,466
+18%
增持
PG
PROCTER & GAMBLE CO
+$329.2K
58,989
+2%
增持
ABBV
ABBVIE INC
+$308.5K
11,714
+4%
增持
TKNO
ALPHA TEKNOVA INC
+$307.9K
133,088
+206%
减持
SMH
VANECK VECTORS TR ETF SEMICONDUCTOR ETF
-$305.1K
1,357
-43%
清仓
AIRS
AIRSCULPT TECHNOLOGIES INC
-$279.0K
0
-100%
增持
AMLP
ALPS TR ETF ALERIAN MLP NEW
+$274.4K
68,057
+9%
减持
TFC
TRUIST FINL CORP
-$272.3K
41,053
-1%
减持
CMCSA
COMCAST CORP NEW CL A
-$265.6K
8,442
-49%
增持
VTI
VANGUARD TOTAL STOCK ETF MARKET ETF
-$263.5K
14,594
+2%
增持
CAT
CATERPILLAR INC
-$261.6K
8,252
+0%
减持
XBI
SPDR S&P BIOTECH ETF
-$253.8K
3,146
-45%
清仓
ORCL
ORACLE CORPORATION
-$251.4K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$247.6K
18,102
+2%
建仓
BP
BP PLC SPONS ADR
+$237.3K
7,022
清仓
AMAT
APPLIED MATERIALS INC
-$234.3K
0
-100%
清仓
AMSC
AMERICAN SUPERCONDUCTOR CORP NEW SHS
-$225.4K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG CO LTD ADR
-$224.9K
1,372
-37%
建仓
WRB
BERKLEY W R CORPORATION
+$222.2K
3,123
减持
CIEN
CIENA CORP
-$217.0K
6,505
-6%
清仓
IONQ
IONQ INC
-$215.2K
0
-100%
增持
AVGO
BROADCOM INC
+$209.4K
8,259
+67%
清仓
ADI
ANALOG DEVICES INC
-$209.2K
0
-100%
清仓
JEPQ
JPMORGAN TR NASDAQ ETF NASDAQ EQUITY PREM INCOME
-$209.2K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$208.8K
1,035
建仓
EIX
EDISON INTL
+$206.8K
3,510
建仓
FLO
FLOWERS FOODS INC
+$202.2K
10,634
清仓
VIS
VANGUARD INDUSTRIALS ETF
-$201.8K
0
-100%
清仓
WY
WEYERHAEUSER CO
-$201.3K
0
-100%
增持
STIM
NEURONETICS INC
+$190.4K
72,977
+265%
减持
UNH
UNITEDHEALTH GROUP INC
-$183.6K
13,271
-1%
清仓
IIM
INVESCO VALUE MUNICIPAL INCOME TRUST
-$176.2K
0
-100%
清仓
—
AMCOR PLC ORD USD 0.01
-$174.6K
0
-100%
增持
T
AT & T INC
+$162.5K
36,776
+5%
增持
DUK
DUKE ENERGY CORP COM NEW
+$162.0K
25,813
+0%
清仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$160.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS COM
+$144.6K
19,833
+6%
增持
MTUM
ISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF
-$144.3K
15,715
+7%
清仓
XNEAX
NUVEEN AMT FREE QUALITY MUNI INCOME FUND
-$141.6K
0
-100%
增持
—
EXXON MOBIL CORP
+$141.0K
15,988
+2%
减持
PANW
PALO ALTO NETWORKS
-$137.8K
4,548
-3%
减持
VIG
VANGUARD DIVIDEND ETF APPRECIATION
-$137.2K
8,401
-3%
减持
TGT
TARGET CORP
-$135.4K
2,395
-19%
减持
VCR
VANGUARD CONSUMER ETF DISCRETONARY
-$132.5K
2,457
-1%
减持
VXF
VANGUARD EXTENDED ETF MARKET
-$130.9K
3,912
-4%
增持
META
META PLATFORMS INC CLASS A
+$123.7K
1,258
+51%
增持
CSX
CSX CORP
+$122.6K
26,318
+34%
减持
VYM
VANGUARD HIGH DIVIDE ETF YIELD INDEX FUNDS ETF
-$122.4K
9,725
-6%
减持
HD
HOME DEPOT INC
-$116.6K
1,934
-3%
减持
COST
COSTCO WHSL CORP NEW COM
-$114.2K
956
-1%
减持
EMR
EMERSON ELECTRIC CO
-$113.6K
6,609
-1%
减持
MRK
MERCK & CO INC NEW
-$112.6K
11,754
-13%
增持
IVV
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD
-$112.0K
2,605
+0%
减持
DE
DEERE & CO
-$105.5K
15,785
-0%
减持
DXCM
DEXCOM INC
-$103.0K
3,030
-15%
减持
LMT
LOCKHEED MARTIN CORP
-$101.8K
789
-22%
减持
WAL
WESTERN ALLIANCE BANCORP
-$98.6K
7,070
-2%
减持
JEPI
JPMORGAN EQUITY TR ETF PREMIUM INCOME FD
-$97.0K
11,603
-10%
增持
CVRX
CVRX INC
-$96.1K
58,011
+6%
减持
COPX
GLOBAL X COPPER ETF MINERS
-$93.4K
11,722
-14%
减持
SBUX
STARBUCKS CORP
-$91.4K
6,085
-1%
清仓
MMT
MFS MULTIMARKET INCOME TR SBI
-$86.6K
0
-100%
增持
LLY
ELI LILLY & CO
-$85.0K
6,002
+4%
增持
BAC
BANK OF AMERICA CORP
-$82.5K
26,093
+4%
减持
WELL
WELLTOWER INC
+$78.8K
8,575
-1%
清仓
UA
UNDER ARMOUR INC CLASS C
-$78.8K
0
-100%
减持
AGG
ISHARES CORE U.S. ETF AGGREGATE BOND
-$77.4K
6,321
-12%
减持
—
ACCENTURE PLC IRELAND SHARES CLASS A
-$75.2K
903
-2%
增持
SO
SOUTHERN COMPANY
+$74.2K
11,377
+0%
减持
ULTA
ULTA BEAUTY INC
-$72.9K
831
-17%
减持
LOW
LOWES COMPANIES INC
-$71.9K
2,269
-3%
增持
VOOG
VANGUARD S&P 500 ETF GROWTH
-$70.6K
1,704
+1%
增持
PEP
PEPSICO INCORPORATED
+$66.2K
11,653
+0%
增持
MDLZ
MONDELEZ INTL INC
+$66.1K
4,781
+11%
增持
WFC
WELLS FARGO & CO NEW
-$62.6K
8,656
+1%
减持
VV
VANGUARD LRG CAP ETF
-$61.9K
2,492
-1%
减持
AEP
AMERICAN ELECTRIC POWER INC
+$61.0K
8,128
-1%
减持
DOV
DOVER CORP COMMON
-$59.2K
1,994
-2%
减持
GILD
GILEAD SCIENCES INC
+$58.3K
4,537
-3%
减持
XLE
ENERGY SELECT ETF SECTOR SPDR
-$57.3K
14,227
-6%
增持
OKE
ONEOK INC NEW
+$56.9K
6,895
+9%
减持
IVW
ISHARES S&P 500 ETF GROWTH
-$55.3K
3,797
-2%
减持
PSX
PHILLIPS 66
-$53.2K
5,404
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHINE CORP
-$53.2K
5,936
-1%
减持
FANG
DIAMONDBACK ENERGY INC
-$53.1K
3,297
-7%
减持
VHT
VANGUARD HEALTH CARE ETF
-$52.2K
1,649
-10%
减持
UNP
UNION PACIFIC CORP
-$50.4K
2,432
-4%
减持
IWM
ISHARES ETF RUSSELL 2000
-$50.1K
1,702
-2%
增持
PFE
PFIZER INCORPORATED
+$49.9K
11,423
+22%
增持
MPC
MARATHON PETROLEUM CORP
-$49.7K
4,903
+0%
增持
C
CITIGROUP INC NEW
-$45.2K
4,539
+0%
减持
PNC
PNC FINANCIAL SERVICES GROUP
-$43.6K
1,873
-0%
增持
KVUE
KENVUE INC
+$42.3K
11,366
+3%
增持
CI
THE CIGNA GROUP
+$40.1K
886
+3%
增持
ITW
ILLINOIS TOOL WORKS INC
+$39.8K
24,732
+4%
减持
CVX
CHEVRON CORPORATION
+$38.4K
10,739
-3%
减持
KMB
KIMBERLY-CLARK CORP
+$37.5K
3,979
-0%
减持
V
VISA INC CLASS A
-$35.5K
25,344
-1%
增持
IJH
ISHARES CORE S&P MID ETF ETF
-$34.3K
6,455
+0%
增持
DHI
D R HORTON INC
+$30.2K
1,963
+17%
增持
ITOT
ISHARES CORE S&P TOT ETF U.S. STOCK MARKET ETF
-$29.4K
2,741
+0%
减持
AMT
AMERICAN TOWER CORP REIT
+$27.9K
1,296
-2%
增持
SYY
SYSCO CORPORATION
+$26.9K
4,506
+2%
减持
PPG
P P G INDUSTRIES INC
-$25.7K
3,348
-2%
