Tradewinds Capital Management, LLC
BELLINGHAM WA · SEC CIK 0001616026
$5.04亿2026Q1 申报市值
717持仓数
64.3%前十大占比 · 第一大 9.3%
69 / 38新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
COMT 加仓+$4,690.75万
GNR 新建仓+$3,884.20万
EZA 重新持有+$2,389.98万
EWW 加仓+$1,715.69万
PFXF 新建仓+$1,107.72万
2026Q1 卖出最多 按季末市值估算
XLK 减仓-$3,268.00万
SPYG 减仓-$2,920.82万
SCHX 减仓-$1,987.96万
EWI 减仓-$1,573.32万
SIVR 减仓-$1,377.23万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CNC | CENTENE CORP DEL | $328 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $365 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $366 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $376 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FVRR | FIVERR INTL LTD | $401 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $412 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $452 | 0.00% | 15 | -70 | -82.4% | -$2,109 | 减仓 |
| NB | NIOCORP DEVS LTD | $491 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INC | $506 | 0.00% | 31 | 30 | 3,000.0% | $490 | 加仓 |
| IQV | IQVIA HLDGS INC | $512 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AMBA | AMBARELLA INC | $515 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $519 | 0.00% | 22 | 1 | 4.8% | $24 | 加仓 |
| GTLB | GITLAB INC | $520 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $523 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TORTOISE CAPITAL SERIES TRUS | $528 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $540 | 0.00% | 7 | 7 | — | $540 | 新建仓 |
| UNIT | UNITI GROUP LLC | $563 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $577 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $595 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $608 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| JETS | ETF SER SOLUTIONS | $620 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $647 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $651 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $652 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $658 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NE | $661 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $664 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $670 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $688 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $691 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $704 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ICOP | ISHARES TR | $714 | 0.00% | 15 | 15 | — | $714 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $719 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $719 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $724 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $753 | 0.00% | 20 | 4 | 25.0% | $151 | 加仓 |
| — | VANECK ETF TRUST | $815 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $838 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| NTSK | NETSKOPE INC | $849 | 0.00% | 100 | -100 | -50.0% | -$849 | 减仓 |
| IREN | IREN LIMITED | $857 | 0.00% | 25 | 25 | — | $857 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $874 | 0.00% | 5 | -29 | -85.3% | -$5,069 | 减仓 |
| NXH | BED BATH & BEYOND INC | $882 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $896 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $908 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $947 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $948 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $958 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $1,019 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $1,019 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC | $1,021 | 0.00% | 210 | 10 | 5.0% | $49 | 加仓 |
| SOLV | SOLVENTUM CORP | $1,045 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $1,047 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,058 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $1,097 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $1,223 | 0.00% | 36 | 35 | 3,500.0% | $1,189 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,224 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $1,226 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $1,228 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X FDS | $1,264 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $1,268 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $1,274 | 0.00% | 15 | 15 | — | $1,274 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $1,376 | 0.00% | 100 | 100 | — | $1,376 | 新建仓 |
| VTRS | VIATRIS INC | $1,406 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $1,430 | 0.00% | 6 | 6 | — | $1,430 | 新建仓 |
| DSGX | DESCARTES SYS GROUP INC | $1,432 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON BRANDS INC | $1,433 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $1,435 | 0.00% | 34 | 5 | 17.2% | $211 | 加仓 |
| CCI | CROWN CASTLE INC | $1,464 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $1,496 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | CARIBOU BIOSCIENCES INC | $1,520 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,536 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CAE | CAE INC | $1,563 | 0.00% | 60 | 60 | — | $1,563 | 新建仓 |
| FLGT | FULGENT GENETICS INC | $1,590 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $1,590 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,601 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $1,601 | 0.00% | 20 | 20 | — | $1,601 | 新建仓 |
| FTRE | FORTREA HLDGS INC | $1,602 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $1,603 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $1,606 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1,652 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TMQ | TRILOGY METALS INC NEW | $1,706 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,726 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $1,729 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| — | THE ALGER ETF TRUST | $1,734 | 0.00% | 89 | 89 | — | $1,734 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $1,742 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $1,744 | 0.00% | 16 | 16 | — | $1,744 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,791 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1,870 | 0.00% | 100 | 100 | — | $1,870 | 新建仓 |
| — | DIGITAL BRANDS GROUP INC | $1,890 | 0.00% | 1,050 | 1,050 | — | $1,890 | 新建仓 |
| OR | OR ROYALTIES INC. | $1,901 | 0.00% | 50 | 50 | — | $1,901 | 新建仓 |
| ADI | ANALOG DEVICES INC | $1,909 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $1,936 | 0.00% | 175 | 175 | — | $1,936 | 新建仓 |
| CRWV | COREWEAVE INC | $1,937 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1,945 | 0.00% | 8 | 5 | 166.7% | $1,216 | 加仓 |
| SNPS | SYNOPSYS INC | $1,983 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $1,983 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $1,997 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $2,009 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $2,017 | 0.00% | 36 | 0 | 0.0% | — | 不变 |