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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 36
增持 6
减持 11
清仓 97
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$17.4M
2,801
-97%
减持
NVDA
NVIDIA CORPORATION
-$15.7M
1,565
-99%
建仓
SPYM
SPDR SERIES TRUST
+$14.5M
199,609
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
MSFT
MICROSOFT CORP
-$14.3M
1,279
-97%
清仓
JPM
JPMORGAN CHASE & CO
-$10.2M
0
-100%
清仓
PG
PROCTER & GAMBLE CO
-$10.1M
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC SERIES B NEW
-$10.0M
0
-100%
减持
AMZN
AMAZON COM INC
-$9.6M
6,274
-89%
清仓
WMT
WALMART INC
-$9.5M
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$9.3M
352,264
清仓
V
VISA INC CLASS A
-$8.9M
0
-100%
清仓
JPST
JPMORGAN ETF ULTRA-SHORT INCOME
-$7.5M
0
-100%
清仓
DE
DEERE & CO
-$7.4M
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$7.3M
0
-100%
清仓
MS
MORGAN STANLEY & CO
-$7.1M
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$7.0M
0
-100%
减持
GOOG
ALPHABET INC
-$6.6M
2,018
-95%
清仓
HON
HONEYWELL INTERNATIONAL INC
-$6.6M
0
-100%
建仓
IUSG
ISHARES TR
+$6.2M
41,143
清仓
CL
COLGATE-PALMOLIVE CO
-$6.2M
0
-100%
清仓
ITW
ILLINOIS TOOL WORKS INC
-$6.1M
0
-100%
清仓
BKR
BAKER HUGHES A GE CO
-$5.5M
0
-100%
清仓
DASH
DOORDASH INC CL A
-$5.2M
0
-100%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$5.0M
110,251
清仓
LLY
ELI LILLY & CO
-$5.0M
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$4.9M
8,815
清仓
USFD
US FOODS HOLDINGS CORP
-$4.9M
0
-100%
清仓
XME
SPDR METALS & MINING ETF
-$4.7M
0
-100%
清仓
DFIV
DIMENSIONAL TR ETF INTL VALE
-$4.6M
0
-100%
清仓
FCNCA
FIRST CITIZENS BANCSHARES CLASS A
-$4.6M
0
-100%
增持
IJH
ISHARES TR
+$4.5M
79,297
+1128%
清仓
BLK
BLACKROCK INC COM NEW
-$4.5M
0
-100%
建仓
SPY
SPDR S&P 500 ETF TR
+$4.2M
6,829
建仓
IEFA
ISHARES TR
+$4.1M
49,663
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.1M
84,357
+627%
清仓
VTI
VANGUARD TOTAL STOCK ETF MARKET ETF
-$4.0M
0
-100%
清仓
AMLP
ALPS TR ETF ALERIAN MLP NEW
-$3.5M
0
-100%
清仓
VTIP
VANGUARD SHORT TERM ETF INFLATION PROTECTED SECURITIES INDEX FD
-$3.4M
0
-100%
清仓
VTV
VANGUARD VALUE ETF
-$3.3M
0
-100%
清仓
MTUM
ISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF
-$3.2M
0
-100%
清仓
DUK
DUKE ENERGY CORP COM NEW
-$3.1M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$3.0M
646
-90%
清仓
JNJ
JOHNSON & JOHNSON
-$3.0M
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.0M
17,779
+1192%
建仓
EFV
ISHARES TR
+$2.8M
44,506
清仓
CAT
CATERPILLAR INC
-$2.7M
0
-100%
增持
AGG
ISHARES TR
+$2.7M
33,296
+427%
建仓
JSI
JANUS DETROIT STR TR
+$2.5M
47,020
清仓
ABBV
ABBVIE INC
-$2.5M
0
-100%
减持
VGT
VANGUARD WORLD FD
-$2.4M
969
-83%
建仓
DYNF
BLACKROCK ETF TRUST
+$2.4M
44,101
清仓
EMO
CLEARBRIDGE ENERGY MIDSTREAM OPPORTUNITY FUND INC NEW
-$2.3M
0
-100%
建仓
FTHI
FIRST TR EXCHANGE TRADED FD
+$2.3M
98,843
减持
GOOGL
ALPHABET INC
-$2.2M
1,334
-91%
建仓
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$1.9M
32,434
建仓
MCH
MATTHEWS ASIA FDS
+$1.9M
77,514
增持
IVW
ISHARES TR
+$1.9M
20,338
+436%
清仓
GBIL
GOLDMAN SACHS ACCESS ETF TREASURY 0-1 YEAR
-$1.9M
0
-100%
清仓
CVX
CHEVRON CORPORATION
-$1.8M
0
-100%
清仓
PULS
PGIM ETF TRUST ETF ULTRA SHORT BD
-$1.8M
0
-100%
清仓
PEP
PEPSICO INCORPORATED
-$1.7M
0
-100%
建仓
ILDR
FIRST TR EXCHNG TRADED FD VI
+$1.7M
58,766
清仓
VUG
VANGUARD GROWTH ETF
-$1.7M
0
-100%
建仓
IEMG
ISHARES INC
+$1.7M
28,474
建仓
IYJ
ISHARES TR
+$1.7M
11,926
清仓
TFC
TRUIST FINL CORP
-$1.7M
0
-100%
建仓
DGRO
ISHARES TR
+$1.7M
26,316
建仓
PYLD
PIMCO ETF TR
+$1.7M
62,523
建仓
IYH
ISHARES TR
+$1.6M
29,020
增持
IVE
ISHARES TR
+$1.6M
9,801
+571%
清仓
VIG
VANGUARD DIVIDEND ETF APPRECIATION
-$1.6M
0
-100%
建仓
IUSB
ISHARES TR
+$1.6M
34,642
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$1.5M
20,425
清仓
IBM
INTERNATIONAL BUSINESS MACHINE CORP
-$1.5M
0
-100%
清仓
TLT
ISHARES 20 YEAR ETF TREASURY BOND
-$1.5M
0
-100%
建仓
AVUV
AMERICAN CENTY ETF TR
+$1.4M
15,548
清仓
GDX
VANECK GOLD MINERS ETF
-$1.4M
0
-100%
建仓
IYW
ISHARES TR
+$1.4M
8,099
减持
—
EXXON MOBIL CORP
-$1.4M
4,781
-70%
清仓
AVGO
BROADCOM INC
-$1.4M
0
-100%
清仓
MCD
MCDONALDS CORP
-$1.4M
0
-100%
建仓
IAGG
ISHARES TR
+$1.3M
25,905
清仓
WELL
WELLTOWER INC
-$1.3M
0
-100%
清仓
DFCF
DIMENSIONAL ETF TR CORE FXD INCOME
-$1.3M
0
-100%
减持
GLD
SPDR GOLD TR
-$1.3M
1,005
-82%
清仓
VYM
VANGUARD HIGH DIVIDE ETF YIELD INDEX FUNDS ETF
-$1.3M
0
-100%
清仓
D
DOMINION ENERGY INC
-$1.2M
0
-100%
建仓
GLDM
WORLD GOLD TR
+$1.2M
18,486
清仓
FNB
FNB CORP PA
-$1.2M
0
-100%
清仓
AMGN
AMGEN INC
-$1.2M
0
-100%
清仓
KO
COCA-COLA COMPANY
-$1.2M
0
-100%
建仓
EFG
ISHARES TR
+$1.2M
10,469
建仓
XTEN
BONDBLOXX ETF TRUST
+$1.1M
24,472
清仓
TRV
TRAVELERS COS INC/ THE
-$1.1M
0
-100%
清仓
BAC
BANK OF AMERICA CORP
-$1.1M
0
-100%
建仓
THRO
BLACKROCK ETF TRUST
+$1.1M
29,913
清仓
MRK
MERCK & CO INC NEW
-$1.1M
0
-100%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$1.1M
45,363
清仓
SO
SOUTHERN COMPANY
-$1.0M
0
-100%
清仓
T
AT & T INC
-$1.0M
0
-100%
清仓
CSCO
CISCO SYSTEMS INC
-$1.0M
0
-100%
建仓
MOAT
VANECK ETF TRUST
+$1.0M
10,784
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$990.7K
19,015
清仓
RY
ROYAL BANK CANADA MONTREAL QUE
-$984.6K
0
-100%
清仓
PM
PHILIP MORRIS INTERNATIONAL INC
-$911.2K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS COM
-$899.6K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$889.2K
0
-100%
清仓
AEP
AMERICAN ELECTRIC POWER INC
-$888.1K
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$836.1K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$835.0K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING
-$833.3K
0
-100%
建仓
VNLA
JANUS DETROIT STR TR
+$829.8K
16,867
清仓
VCR
VANGUARD CONSUMER ETF DISCRETONARY
-$799.8K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$786.2K
0
-100%
清仓
USMV
ISHARES EDGE MSCI ETF MIN VOL USA ETF
-$784.4K
0
-100%
清仓
ABT
ABBOTT LABORATORIES
-$780.0K
0
-100%
清仓
PANW
PALO ALTO NETWORKS
-$776.1K
0
-100%
清仓
CSX
CSX CORP
-$774.5K
0
-100%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$728.8K
6,480
清仓
META
META PLATFORMS INC CLASS A
-$725.1K
0
-100%
清仓
EMR
EMERSON ELECTRIC CO
-$724.6K
0
-100%
清仓
RTX
RTX CORP
-$714.4K
0
-100%
清仓
MPC
MARATHON PETROLEUM CORP
-$714.3K
0
-100%
清仓
CVRX
CVRX INC
-$709.5K
0
-100%
清仓
HD
HOME DEPOT INC
-$708.8K
0
-100%
清仓
IHI
ISHARES ETF U.S. MEDICAL DEVICES
-$693.1K
0
-100%
清仓
TKNO
ALPHA TEKNOVA INC
-$690.7K
0
-100%
清仓
GPN
GLOBAL PAYMENTS INC
-$685.4K
0
-100%
清仓
OKE
ONEOK INC NEW
-$684.1K
0
-100%
清仓
HELO
JPMORGAN TR HEDGED ETF EQUITY LADDERED OVERLAY
-$680.4K
0
-100%
清仓
VXF
VANGUARD EXTENDED ETF MARKET
-$673.9K
0
-100%
建仓
IWY
ISHARES TR
+$668.1K
2,710
清仓
PSX
PHILLIPS 66
-$667.3K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$641.1K
266
-72%
清仓
VV
VANGUARD LRG CAP ETF
-$640.6K
0
-100%
清仓
IEO
ISHARES ETF U.S. OIL&GAS EXPLORATION AND PRODUCTION
-$632.7K
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$629.5K
0
-100%
清仓
WFC
WELLS FARGO & CO NEW
-$621.4K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$596.9K
0
-100%
清仓
JMST
JPMORGAN ETF ULTRA SHORT MUNCIPAL INCOME
-$589.9K
0
-100%
清仓
GD
GENL DYNAMICS CORP
-$587.5K
0
-100%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$583.2K
8,009
清仓
UNP
UNION PACIFIC CORP
-$574.5K
0
-100%
清仓
VOOG
VANGUARD S&P 500 ETF GROWTH
-$569.9K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$565.9K
0
-100%
清仓
BND
VANGUARD TOTAL BOND ETF MARKET
-$557.1K
0
-100%
建仓
MSTR
MICROSTRATEGY INC
+$556.1K
1,376
清仓
VXUS
VANGUARD TOTAL INTL ETF STOCK INDEX FUND
-$553.7K
0
-100%
清仓
WAL
WESTERN ALLIANCE BANCORP
-$543.2K
0
-100%
清仓
LOW
LOWES COMPANIES INC
-$529.2K
0
-100%
