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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 12
增持 46
减持 84
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
DFCF
DIMENSIONAL ETF TR CORE FXD INCOME
+$5.0M
216,388
+118%
增持
GBIL
GOLDMAN SACHS ACCESS ETF TREASURY 0-1 YEAR
+$4.5M
90,144
+99%
减持
NVDA
NVIDIA CORP
-$4.2M
127,657
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。
-15%
减持
VTIP
VANGUARD SHORT TERM ETF INFLATION PROTECTED SECURITIES INDEX FD
-$3.9M
24,799
-75%
增持
JPST
JPMORGAN ETF ULTRA-SHORT INCOME
+$3.8M
272,740
+39%
增持
COIN
COINBASE GLOBAL INC CL A
-$2.4M
24,766
+4%
增持
LLY
ELI LILLY & CO
+$2.2M
6,982
+0%
减持
AIQ
GLOBAL X FUNDS ETF GLOBAL X ARTIFICIAL INTELLIGENCE & TECH
-$2.0M
3,973
-91%
减持
MSFT
MICROSOFT CORP
-$1.8M
38,521
-2%
增持
VTV
VANGUARD VALUE ETF
+$1.7M
22,488
+63%
增持
DFIV
DIMENSIONAL TR ETF INTL VALE
+$1.6M
278,885
+5%
增持
COPX
GLOBAL X COPPER ETF MINERS
+$1.4M
24,105
+390%
减持
GOOGL
ALPHABET INC VOTING CAP STK CL A
+$1.2M
17,358
-0%
建仓
XLU
SELECT SECTOR SPDR ETF STATE STREET UTILITIES
+$1.1M
26,660
增持
DASH
DOORDASH INC CL A
-$1.1M
29,996
+3%
减持
OKLO
OKLO INC CL A
-$996.5K
11,696
-29%
减持
JPM
JPMORGAN CHASE & CO
-$913.4K
37,296
-9%
减持
AAPL
APPLE INC
+$791.1K
77,814
-3%
减持
TKNO
ALPHA TEKNOVA INC
-$783.5K
48,803
-69%
减持
CAT
CATERPILLAR INC
+$698.7K
7,668
-1%
减持
MTUM
ISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF
-$641.1K
20,680
-9%
增持
XME
STATE STREET SPDR ETF S&P METALS & MINING
+$574.2K
48,968
+1%
减持
GOOG
ALPHABET INC NON VOTING CAP STK CL C
+$561.3K
36,791
-18%
减持
WMT
WALMART INC
-$398.5K
95,846
-11%
清仓
ZS
ZSCALER INC
-$374.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$356.5K
18,308
-1%
增持
V
VISA INC CLASS A
+$353.7K
25,424
+1%
建仓
AA
ALCOA CORP
+$338.3K
6,367
减持
STIM
NEURONETICS INC
-$327.8K
36,437
-74%
减持
PG
PROCTER & GAMBLE CO
-$327.2K
24,371
-2%
减持
AMZN
AMAZON COM INC
+$306.3K
56,480
-3%
建仓
COF
CAPITAL ONE FINANCIAL CORP
+$300.8K
1,241
减持
GLD
SPDR GOLD TRUST ETF
-$285.9K
4,838
-22%
增持
USFD
US FOODS HOLDINGS CORP
+$267.8K
82,238
+6%
减持
MS
MORGAN STANLEY & CO
-$260.1K
53,559
-13%
清仓
FUL
FULLER H B CO
-$253.0K
0
-100%
增持
BKR
BAKER HUGHES A GE CO
-$247.6K
137,025
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$246.6K
11,850
-2%
减持
AMLP
ALPS TR ETF ALERIAN MLP NEW
-$243.3K
35,031
-13%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$236.6K
1,105
减持
D
DOMINION ENERGY INC
-$226.9K
19,441
-13%
建仓
SLV
I SHARES SILVER TR ETF
+$224.8K
3,490
增持
DE
DEERE & CO
+$218.2K
15,905
+1%
清仓
NET
CLOUDFLARE INC CL A
-$216.3K
0
-100%
建仓
—
CHUBB LTD
+$216.0K
692
建仓
UL
UNILEVER PLC ADR SPONSORED NEW 2025
+$215.4K
3,293
清仓
—
LINDE PLC NEW
-$214.7K
0
-100%
建仓
GSK
GSK PLC ADR SPONSORED ADR NEW
+$213.8K
4,359
清仓
—
UNILEVER PLC SPONS ADR
-$211.3K
0
-100%
建仓
EIX
EDISON INTL
+$210.7K
3,510
建仓
—
EATON CORP PLC
+$210.5K
661
建仓
—
ARCH CAP GROUP LTD
+$203.4K
2,121
减持
GDX
VANECK GOLD MINERS ETF
+$187.0K
20,460
-0%
减持
INTU
INTUIT INC
-$180.1K
657
-27%
减持
VZ
VERIZON COMMUNICATIONS COM
-$165.6K
16,964
-13%
增持
DUK
DUKE ENERGY CORP COM NEW
-$164.7K
25,758
+0%
增持
ITW
ILLINOIS TOOL WORKS INC
+$161.4K
27,629
+8%
减持
RY
ROYAL BANK CANADA MONTREAL QUE
+$159.8K
8,485
-3%
增持
RSG
REPUBLIC SVCS INC
-$156.8K
30,849
+6%
减持
SIL
GLOBAL X FDS ETF GLOBAL X SILVER MINERS ETF NEW
+$156.0K
30,285
-9%
减持
MO
ALTRIA GROUP INC
-$148.8K
14,520
-3%
减持
EOG
EOG RESOURCES INC
-$141.4K
2,506
-31%
减持
MRK
MERCK & CO INC NEW
+$140.1K
7,263
-2%
清仓
FLO
FLOWERS FOODS INC
-$138.8K
0
-100%
增持
MPC
MARATHON PETROLEUM CORP
-$138.6K
4,604
+0%
减持
T
AT & T INC
-$138.3K
36,275
-1%
清仓
NOTVQ
INOTIV INC
-$137.8K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
+$134.5K
1,220
-4%
增持
NEE
NEXTERA ENERGY INC
+$128.6K
12,012
+8%
增持
ORCL
ORACLE CORPORATION
-$127.4K
1,478
+0%
减持
ADP
AUTOMATIC DATA PROCESSING
-$123.8K
2,492
-4%
减持
TFC
TRUIST FINL CORP
+$122.2K
39,767
-1%
减持
AVGO
BROADCOM INC
+$121.4K
7,701
-0%
减持
EMXC
ISHARES INC ETF MSCI EMERGING MKTS EX CHINA ETF
+$116.8K
33,322
-2%
增持
VEA
VANGUARD FTSE ETF DEVELOPED MARKETS ETF
+$113.7K
5,741
+40%
清仓
AIRS
AIRSCULPT TECHNOLOGIES INC
-$113.1K
0
-100%
减持
CSCO
CISCO SYSTEMS INC
+$107.0K
15,388
-2%
增持
VUG
VANGUARD GROWTH ETF
+$106.8K
4,207
+4%
增持
AFL
AFLAC INC
+$103.3K
5,278
+23%
增持
META
META PLATFORMS INC CLASS A
-$101.4K
1,415
+0%
增持
BLK
BLACKROCK INC COM NEW
+$99.9K
5,703
+11%
减持
KMB
KIMBERLY-CLARK CORP
-$99.3K
3,880
-2%
减持
GD
GENL DYNAMICS CORP
-$96.7K
1,628
-14%
减持
COST
COSTCO WHSL CORP NEW COM
-$95.3K
935
-4%
增持
VXUS
VANGUARD TOTAL INTL ETF STOCK INDEX FUND
+$93.6K
5,872
+23%
减持
—
EXXON MOBIL CORP
+$86.9K
15,105
-2%
减持
WAL
WESTERN ALLIANCE BANCORP
-$86.9K
5,125
-14%
增持
UNP
UNION PACIFIC CORP
+$83.2K
2,761
+17%
增持
HD
HOME DEPOT INC
-$82.5K
2,147
+6%
增持
HSY
HERSHEY COMPANY
+$81.9K
2,300
+28%
减持
DHI
D R HORTON INC
-$81.5K
1,585
-13%
增持
QUAL
ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF
+$78.9K
13,135
+1%
减持
PANW
PALO ALTO NETWORKS
-$78.8K
1,962
-9%
减持
VOO
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW
+$78.7K
5,791
-0%
增持
VIG
VANGUARD DIVIDEND ETF APPRECIATION
+$78.5K
7,918
+3%
增持
HON
HONEYWELL INTERNATIONAL INC
+$76.6K
34,694
+9%
增持
SO
SOUTHERN COMPANY
-$75.8K
11,528
+1%
减持
MDLZ
MONDELEZ INTL INC
-$71.9K
4,761
-9%
减持
PSX
PHILLIPS 66
-$71.1K
4,786
-5%
减持
WFC
WELLS FARGO & CO NEW
+$70.8K
8,527
-1%
增持
TRV
TRAVELERS COS INC/ THE
+$70.2K
4,251
+2%
增持
BNY
BANK NEW YORK MELLON CORP
+$69.7K
7,712
+2%
减持
MRSH
MARSH
-$66.5K
1,398
-14%
增持
SMH
VANECK VECTORS TR ETF SEMICONDUCTOR ETF
+$62.5K
991
+10%
减持
IBM
INTERNATIONAL BUSINESS MACHINE CORP
+$61.0K
5,529
-1%
增持
KO
COCA-COLA COMPANY
+$59.9K
16,676
+0%
减持
ABBV
ABBVIE INC
-$59.5K
11,148
-1%
增持
ED
CONSOLIDATED EDISON INC
+$56.5K
3,205
+23%
减持
BAC
BANK OF AMERICA CORP
+$53.3K
27,355
-3%
增持
AXP
AMERICAN EXPRESS COMPANY
+$53.2K
1,048
+4%
建仓
NB
NIOCORP DEVS LTD COM NEW
+$53.0K
10,000
减持
ABT
ABBOTT LABORATORIES
-$51.5K
5,666
-0%
减持
GM
GENERAL MOTORS CO
+$51.3K
3,635
-9%
减持
GPC
GENUINE PARTS CO COM
-$49.9K
2,217
-5%
减持
LOW
LOWES COMPANIES INC
-$48.5K
2,002
-5%
减持
BX
BLACKSTONE GROUP INC COM
-$48.0K
2,707
-1%
减持
BMY
BRISTOL MYERS SQUIBB CO
+$47.5K
5,467
-0%
减持
SBUX
STARBUCKS CORP
-$46.8K
5,658
-9%
增持
CVX
CHEVRON CORPORATION
+$46.0K
11,400
+5%
减持
RTX
RTX CORP
+$45.6K
4,702
-4%
减持
DGX
QUEST DIAGNOSTICS INC
-$45.4K
1,504
-6%
减持
OKE
ONEOK INC NEW
-$44.6K
5,014
-11%
增持
VXF
VANGUARD EXTENDED ETF MARKET
+$40.4K
3,818
+5%
减持
CP
CANADIAN PACIFIC KANSAS CITY LTD
-$39.6K
4,121
-11%
增持
DHR
DANAHER CORP
+$38.8K
1,116
+2%
减持
WM
WASTE MGMT INC DEL
-$38.3K
3,065
-5%
增持
IBIT
ISHARES BITCOIN TR ETF
-$36.8K
4,935
+14%
减持
AEE
AMEREN CORP
-$35.6K
4,217
-4%
减持
CI
THE CIGNA GROUP
-$35.0K
894
-8%
减持
LH
LABCORP HOLDINGS INC COM
-$33.4K
916
-0%
减持
CL
COLGATE-PALMOLIVE CO
-$32.4K
2,838
-12%
减持
DOV
DOVER CORP COMMON
+$31.2K
1,814
-6%
减持
PEP
PEPSICO INCORPORATED
-$30.9K
10,815
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC SERIES B NEW
+$30.4K
18,924
+0%
减持
AMGN
AMGEN INC
+$28.1K
3,105
-11%
减持
SKYY
FIRST TRUST CLOUD ETF COMPUTING ETF
-$27.8K
2,000
-7%
减持
VHT
VANGUARD HEALTH CARE ETF
+$25.5K
1,363
-4%
减持
LQD
ISHARES IBOXX ETF INVESTMENT GRADE CORP BD
-$25.5K
1,867
-10%
减持
NSC
NORFOLK SOUTHERN CORP
-$24.9K
1,008
-4%
增持
VYM
VANGUARD HIGH DIVIDE ETF YIELD INDEX FUNDS ETF
+$24.6K
9,092
+0%
减持
GILD
GILEAD SCIENCES INC
+$24.4K
4,329
-5%
减持
NOC
NORTHROP GRUMMAN CORP NEW
-$24.0K
473
-2%
减持
ADI
ANALOG DEVICES INC
+$23.6K
943
-0%
减持
WRB
BERKLEY W R CORPORATION
-$23.4K
3,013
-2%
减持
CTVA
CORTEVA INC
-$22.9K
6,105
-4%
增持
VOOG
VANGUARD S&P 500 ETF GROWTH
+$22.4K
1,423
+1%
减持
VCR
VANGUARD CONSUMER ETF DISCRETONARY
-$22.2K
1,702
-3%
减持
MCD
MCDONALDS CORP
-$21.9K
4,145
-2%
减持
IJH
ISHARES CORE SP MID ETF ETF
-$21.0K
5,752
-6%
减持
VBR
VANGUARD SMALL CAP V ETF ETF
-$20.1K
1,148
-9%
