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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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 150 项建仓 94增持 11减持 7清仓 38

方向

标的

Δ市值

现股数(环比)

增持

NVDA NVIDIA CORP

+$27.7M

149,924 +9480%

增持

AAPL APPLE INC

+$19.8M

79,973 +2755%

增持

MSFT MICROSOFT CORP

+$19.8M

39,378 +2979%

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。

清仓

SPYM SPDR SERIES TRUST

-$14.5M

0 -100%

建仓

JPM JPMORGAN CHASE & CO

+$12.9M

40,995

建仓

DFIV DIMENSIONAL TR ETF INTL VALE

+$12.3M

266,776

增持

AMZN AMAZON COM INC

+$11.4M

57,979 +824%

建仓

WMT WALMART INC

+$11.1M

107,479

增持

GOOG ALPHABET INC NON VOTING CAP STK CL C

+$10.6M

45,098 +2135%

建仓

JPST JPMORGAN ETF ULTRA-SHORT INCOME

+$10.0M

196,339

建仓

MS MORGAN STANLEY & CO

+$9.8M

61,452

建仓

BRK/B BERKSHIRE HATHAWAY INC SERIES B NEW

+$9.5M

18,861

清仓

SCHD SCHWAB STRATEGIC TR

-$9.3M

0 -100%

建仓

V VISA INC CLASS A

+$8.6M

25,083

建仓

COIN COINBASE GLOBAL INC CL A

+$8.0M

23,724

建仓

DASH DOORDASH INC CL A

+$7.9M

29,089

建仓

DE DEERE & CO

+$7.2M

15,717

建仓

RSG REPUBLIC SVCS INC

+$6.7M

29,173

建仓

HON HONEYWELL INTERNATIONAL INC

+$6.7M

31,791

建仓

ITW ILLINOIS TOOL WORKS INC

+$6.6M

25,478

建仓

BKR BAKER HUGHES A GE CO

+$6.5M

133,163

清仓

IUSG ISHARES TR

-$6.2M

0 -100%

建仓

BLK BLACKROCK INC COM NEW

+$6.0M

5,150

建仓

USFD US FOODS HOLDINGS CORP

+$5.9M

77,347

建仓

MTUM ISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF

+$5.8M

22,685

建仓

LLY ELI LILLY & CO

+$5.3M

6,950

建仓

VTIP VANGUARD SHORT TERM ETF INFLATION PROTECTED SECURITIES INDEX FD

+$5.1M

100,350

清仓

FBND FIDELITY MERRIMACK STR TR

-$5.0M

0 -100%

清仓

QQQ INVESCO QQQ TR

-$4.9M

0 -100%

建仓

GBIL GOLDMAN SACHS ACCESS ETF TREASURY 0-1 YEAR

+$4.5M

45,256

减持

IJH ISHARES CORE S&P MID ETF ETF

-$4.5M

6,138 -92%

建仓

XME SPDR METALS & MINING ETF

+$4.5M

48,282

建仓

FCNCA FIRST CITIZENS BANCSHARES CLASS A

+$4.4M

2,473

建仓

DFCF DIMENSIONAL ETF TR CORE FXD INCOME

+$4.2M

99,216

清仓

SPY SPDR S&P 500 ETF TR

-$4.2M

0 -100%

减持

JEPI JPMORGAN EQUITY TR ETF PREMIUM INCOME FD

-$4.2M

10,214 -88%

建仓

UNH UNITEDHEALTH GROUP INC

+$4.2M

12,043

清仓

IEFA ISHARES TR

-$4.1M

0 -100%

增持

GOOGL ALPHABET INC VOTING CAP STK CL A

+$4.0M

17,429 +1207%

建仓

PG PROCTER & GAMBLE CO

+$3.8M

24,861

建仓

CAT CATERPILLAR INC

+$3.7M

7,742

建仓

JNJ JOHNSON & JOHNSON

+$3.4M

18,511

增持

VOO VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW

+$3.2M

5,802 +798%

建仓

DUK DUKE ENERGY CORP COM NEW

+$3.2M

25,727

减持

RSP INVESCO TR ETF S&P 500 EQUAL WEIGHT

-$3.0M

1,284 -93%

清仓

EFV ISHARES TR

-$2.8M

0 -100%

减持

AGG ISHARES CORE U.S. ETF AGGREGATE BOND

-$2.7M

5,597 -83%

建仓

ABBV ABBVIE INC

+$2.6M

11,258

建仓

VTV VANGUARD VALUE ETF

+$2.6M

13,818

建仓

AVGO BROADCOM INC

+$2.5M

7,711

清仓

JSI JANUS DETROIT STR TR

-$2.5M

0 -100%

清仓

DYNF BLACKROCK ETF TRUST

-$2.4M

0 -100%

建仓

SIL GLOBAL X FDS ETF GLOBAL X SILVER MINERS ETF NEW

+$2.4M

33,134

建仓

VTI VANGUARD TOTAL STOCK ETF MARKET ETF

+$2.4M

7,222

增持

VGT VANGUARD INFORMATION ETF TECHNOLOGY

+$2.3M

3,972 +310%

建仓

EMXC ISHARES INC ETF MSCI EMERGING MKTS EX CHINA ETF

+$2.3M

34,143

清仓

FTHI FIRST TR EXCHANGE TRADED FD

-$2.3M

0 -100%

建仓

AIQ GLOBAL X FUNDS ETF GLOBAL X ARTIFICIAL INTELLIGENCE & TECH

+$2.2M

44,398

建仓

VUG VANGUARD GROWTH ETF

+$1.9M

4,056

清仓

NFTY FIRST TR EXCH TRD ALPHDX FD

-$1.9M

0 -100%

清仓

MCH MATTHEWS ASIA FDS

-$1.9M

0 -100%

增持

GLD SPDR GOLD TRUST ETF

+$1.9M

6,198 +517%

建仓

AMLP ALPS TR ETF ALERIAN MLP NEW

+$1.9M

40,283

建仓

OKLO OKLO INC CL A

+$1.8M

16,445

建仓

TFC TRUIST FINL CORP

+$1.8M

40,129

减持

IVW ISHARES S&P 500 ETF GROWTH

-$1.8M

3,493 -83%

建仓

PULS PGIM ETF TRUST ETF ULTRA SHORT BD

+$1.7M

34,850

清仓

ILDR FIRST TR EXCHNG TRADED FD VI

-$1.7M

0 -100%

清仓

IEMG ISHARES INC

-$1.7M

0 -100%

清仓

IYJ ISHARES TR

-$1.7M

0 -100%

建仓

CVX CHEVRON CORPORATION

+$1.7M

10,892

清仓

DGRO ISHARES TR

-$1.7M

0 -100%

建仓

VIG VANGUARD DIVIDEND ETF APPRECIATION

+$1.7M

7,701

清仓

PYLD PIMCO ETF TR

-$1.7M

0 -100%

清仓

IYH ISHARES TR

-$1.6M

0 -100%

减持

IVE ISHARES S&P500 VALUE ETF

-$1.6M

1,344 -86%

清仓

IUSB ISHARES TR

-$1.6M

0 -100%

建仓

PEP PEPSICO INCORPORATED

+$1.6M

11,272

建仓

IBM INTERNATIONAL BUSINESS MACHINE CORP

+$1.6M

5,588

建仓

GDX VANECK GOLD MINERS ETF

+$1.6M

20,522

清仓

CIBR FIRST TR EXCHANGE TRADED FD

-$1.5M

0 -100%

建仓

BAC BANK OF AMERICA CORP

+$1.5M

28,130

建仓

FNB FNB CORP PA

+$1.4M

89,609

清仓

AVUV AMERICAN CENTY ETF TR

-$1.4M

0 -100%

清仓

IYW ISHARES TR

-$1.4M

0 -100%

建仓

D DOMINION ENERGY INC

+$1.4M

22,329

清仓

IAGG ISHARES TR

-$1.3M

0 -100%

建仓

MCD MCDONALDS CORP

+$1.3M

4,241

建仓

RY ROYAL BANK CANADA MONTREAL QUE

+$1.3M

8,735

建仓

VYM VANGUARD HIGH DIVIDE ETF YIELD INDEX FUNDS ETF

+$1.3M

9,084

增持

— EXXON MOBIL CORP

+$1.2M

15,351 +221%

清仓

GLDM WORLD GOLD TR

-$1.2M

0 -100%

清仓

EFG ISHARES TR

-$1.2M

0 -100%

建仓

TRV TRAVELERS COS INC/ THE

+$1.2M

4,164

清仓

XTEN BONDBLOXX ETF TRUST

-$1.1M

0 -100%

建仓

KO COCA-COLA COMPANY

+$1.1M

16,674

建仓

SO SOUTHERN COMPANY

+$1.1M

11,407

建仓

CSCO CISCO SYSTEMS INC

+$1.1M

15,760

清仓

THRO BLACKROCK ETF TRUST

-$1.1M

0 -100%

清仓

SCHZ SCHWAB STRATEGIC TR

-$1.1M

0 -100%

建仓

T AT & T INC

+$1.0M

36,803

建仓

META META PLATFORMS INC CLASS A

+$1.0M

1,410

建仓

COHR COHERENT CORP

+$1.0M

9,557

清仓

MOAT VANECK ETF TRUST

-$1.0M

0 -100%

清仓

XLG INVESCO EXCHANGE TRADED FD T

-$990.7K

0 -100%

建仓

AMGN AMGEN INC

+$988.2K

3,502

建仓

MO ALTRIA GROUP INC

+$986.1K

14,927

建仓

TKNO ALPHA TEKNOVA INC

+$968.9K

156,529

建仓

CSX CSX CORP

+$934.7K

26,323

建仓

AEP AMERICAN ELECTRIC POWER INC

+$897.9K

7,982

建仓

PM PHILIP MORRIS INTERNATIONAL INC

+$897.5K

5,533

建仓

MPC MARATHON PETROLEUM CORP

+$887.3K

4,603

建仓

EMR EMERSON ELECTRIC CO

+$869.9K

6,631

建仓

HELO JPMORGAN TR HEDGED ETF EQUITY LADDERED OVERLAY

+$861.5K

13,254

建仓

VZ VERIZON COMMUNICATIONS COM

+$856.5K

19,488

建仓

NEE NEXTERA ENERGY INC

+$835.8K

11,071

清仓

VNLA JANUS DETROIT STR TR

-$829.8K

0 -100%

建仓

BNY BANK NEW YORK MELLON CORP

+$825.6K

7,577

建仓

HD HOME DEPOT INC

+$821.4K

2,027

建仓

RTX RTX CORP

+$816.7K

4,881

建仓

USMV ISHARES EDGE MSCI ETF MIN VOL USA ETF

+$796.8K

8,375

建仓

FCNCB 1ST CITIZENS BANCSHR CLB

+$796.0K

500

建仓

ADP AUTOMATIC DATA PROCESSING

+$764.8K

2,606

建仓

VV VANGUARD LRG CAP ETF

+$762.1K

2,476

建仓

ABT ABBOTT LABORATORIES

+$761.4K

5,685

建仓

VXF VANGUARD EXTENDED ETF MARKET

+$758.1K

3,621

建仓

CIEN CIENA CORP

+$729.8K

5,010

清仓

SPMO INVESCO EXCH TRADED FD TR II

-$728.8K

0 -100%

建仓

WFC WELLS FARGO & CO NEW

+$724.0K

8,637

建仓

WM WASTE MGMT INC DEL

+$711.7K

3,223

建仓

VCR VANGUARD CONSUMER ETF DISCRETONARY

+$692.6K

1,748

建仓

PSX PHILLIPS 66

+$688.7K

5,063

清仓

IWY ISHARES TR

-$668.1K

0 -100%

建仓

GD GENL DYNAMICS CORP

+$644.8K

1,891

建仓

JMST JPMORGAN ETF ULTRA SHORT MUNCIPAL INCOME

+$643.1K

12,600

增持

COST COSTCO WHSL CORP NEW COM

+$638.5K

974 +266%

建仓

MRK MERCK & CO INC NEW

+$624.4K

7,439

建仓

INTU INTUIT INC

+$615.5K

901

建仓

VOOG VANGUARD S&P 500 ETF GROWTH

+$610.4K

1,402

减持

XLE ENERGY SELECT ETF SECTOR SPDR

-$602.3K

11,041 -41%

清仓

SPLV INVESCO EXCH TRADED FD TR II

-$583.2K

0 -100%

建仓

GPN GLOBAL PAYMENTS INC

+$581.6K

7,000

清仓

MSTR MICROSTRATEGY INC

-$556.1K

0 -100%

建仓

UNP UNION PACIFIC CORP

+$555.5K

2,350

建仓

LOW LOWES COMPANIES INC

+$531.3K

2,114

建仓

SBUX STARBUCKS CORP

+$523.2K

6,185

清仓

RDVY FIRST TR EXCHANGE TRADED FD

-$520.6K

0 -100%

建仓

ENB ENBRIDGE INC

+$519.8K

10,301

清仓

MBB ISHARES TR

-$519.6K

0 -100%

建仓

WAL WESTERN ALLIANCE BANCORP

+$517.7K

5,970