Tradewinds Capital Management, LLC
BELLINGHAM WA · SEC CIK 0001616026
$5.63亿2026Q2 申报市值
714持仓数
61.2%前十大占比 · 第一大 8.7%
65 / 72新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ICLN 加仓+$3,887.36万
BBCA 新建仓+$3,850.50万
XLE 加仓+$3,603.91万
FLGB 新建仓+$2,776.59万
XLI 加仓+$2,729.85万
2026Q2 卖出最多 按季末市值估算
EWP 减仓-$3,984.55万
GLDM 减仓-$3,271.28万
EZA 减仓-$2,230.58万
FLJP 减仓-$1,936.56万
EWW 减仓-$1,726.20万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $2.78万 | 0.00% | 223 | 220 | 7,333.3% | $2.74万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $2.80万 | 0.00% | 1,288 | -23 | -1.8% | -$500 | 减仓 |
| SONO | SONOS INC | $2.80万 | 0.00% | 2,070 | 60 | 3.0% | $812 | 加仓 |
| GEV | GE VERNOVA INC | $2.82万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $2.84万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $2.87万 | 0.01% | 1,198 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $2.88万 | 0.01% | 224 | -95 | -29.8% | -$1.22万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2.89万 | 0.01% | 677 | 643 | 1,891.2% | $2.74万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $2.92万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $2.94万 | 0.01% | 563 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $2.94万 | 0.01% | 1,120 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $2.95万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $3.01万 | 0.01% | 2,484 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $3.03万 | 0.01% | 402 | -171 | -29.8% | -$1.29万 | 减仓 |
| VDE | VANGUARD WORLD FD | $3.14万 | 0.01% | 209 | -59 | -22.0% | -$8,869 | 减仓 |
| HSY | HERSHEY CO | $3.17万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $3.20万 | 0.01% | 125 | -39 | -23.8% | -$9,971 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $3.22万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $3.28万 | 0.01% | 1,088 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $3.34万 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $3.35万 | 0.01% | 672 | 672 | — | $3.35万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $3.38万 | 0.01% | 400 | -200 | -33.3% | -$1.69万 | 减仓 |
| TMUS | T-MOBILE US INC | $3.40万 | 0.01% | 203 | -3 | -1.5% | -$503 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3.43万 | 0.01% | 115 | 3 | 2.7% | $894 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $3.43万 | 0.01% | 2,394 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $3.44万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $3.45万 | 0.01% | 1,088 | -3,655 | -77.1% | -$11.59万 | 减仓 |
| U | UNITY SOFTWARE INC | $3.47万 | 0.01% | 1,215 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $3.49万 | 0.01% | 623 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $3.50万 | 0.01% | 105 | -110 | -51.2% | -$3.67万 | 减仓 |
| SLV | ISHARES SILVER TR | $3.51万 | 0.01% | 657 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $3.54万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $3.56万 | 0.01% | 707 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $3.63万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $3.65万 | 0.01% | 3,887 | 96 | 2.5% | $901 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $3.67万 | 0.01% | 116 | 1 | 0.9% | $317 | 加仓 |
| ECL | ECOLAB INC | $3.76万 | 0.01% | 135 | -8 | -5.6% | -$2,229 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3.79万 | 0.01% | 459 | 19 | 4.3% | $1,570 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3.84万 | 0.01% | 425 | 20 | 4.9% | $1,809 | 加仓 |
| INTU | INTUIT | $4.05万 | 0.01% | 155 | 150 | 3,000.0% | $3.92万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $4.07万 | 0.01% | 79 | 3 | 3.9% | $1,547 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $4.09万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR II | $4.12万 | 0.01% | 1,500 | 1,500 | — | $4.12万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $4.16万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $4.16万 | 0.01% | 805 | 2 | 0.2% | $103 | 加仓 |
| NVO | NOVO-NORDISK A S | $4.17万 | 0.01% | 870 | -3,990 | -82.1% | -$19.13万 | 减仓 |
| CB | CHUBB LIMITED | $4.19万 | 0.01% | 123 | -12 | -8.9% | -$4,089 | 减仓 |
| FAST | FASTENAL CO | $4.20万 | 0.01% | 875 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $4.23万 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $4.23万 | 0.01% | 98 | 68 | 226.7% | $2.93万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $4.25万 | 0.01% | 1,044 | 450 | 75.8% | $1.83万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4.31万 | 0.01% | 617 | -1,032 | -62.6% | -$7.21万 | 减仓 |
| SCZ | ISHARES TR | $4.34万 | 0.01% | 527 | 19 | 3.7% | $1,563 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $4.39万 | 0.01% | 4,760 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TRUST MICRO | $4.39万 | 0.01% | 1,097 | -75 | -6.4% | -$3,001 | 减仓 |
| LIN | LINDE PLC | $4.41万 | 0.01% | 85 | -11 | -11.5% | -$5,708 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $4.43万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $4.47万 | 0.01% | 14 | 1 | 7.7% | $3,196 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $4.67万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $4.70万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $4.72万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $4.76万 | 0.01% | 1,976 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $4.76万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $4.76万 | 0.01% | 82 | 2 | 2.5% | $1,162 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $4.77万 | 0.01% | 523 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $4.82万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $4.83万 | 0.01% | 525 | -45 | -7.9% | -$4,144 | 减仓 |
| SOXX | ISHARES TR | $4.87万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $4.88万 | 0.01% | 1,346 | 248 | 22.6% | $8,992 | 加仓 |
| VXF | VANGUARD INDEX FDS | $4.90万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $4.92万 | 0.01% | 1,583 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $4.96万 | 0.01% | 1,344 | 43 | 3.3% | $1,585 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $5.05万 | 0.01% | 845 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $5.09万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $5.12万 | 0.01% | 1,008 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $5.18万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $5.30万 | 0.01% | 1,600 | -4,000 | -71.4% | -$13.25万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $5.34万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $5.34万 | 0.01% | 210 | 50 | 31.2% | $1.27万 | 加仓 |
| AFL | AFLAC INC | $5.35万 | 0.01% | 456 | 2 | 0.4% | $235 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $5.40万 | 0.01% | 342 | 2 | 0.6% | $316 | 加仓 |
| CSX | CSX CORP | $5.42万 | 0.01% | 1,140 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $5.45万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $5.52万 | 0.01% | 2,287 | 3 | 0.1% | $72 | 加仓 |
| VTV | VANGUARD INDEX FDS | $5.54万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $5.63万 | 0.01% | 2,721 | -87 | -3.1% | -$1,801 | 减仓 |
| GE | GE AEROSPACE | $5.71万 | 0.01% | 153 | -17 | -10.0% | -$6,348 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $5.72万 | 0.01% | 75 | -13 | -14.8% | -$9,921 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $5.75万 | 0.01% | 623 | 1 | 0.2% | $92 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $5.85万 | 0.01% | 1,073 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $5.99万 | 0.01% | 727 | -753 | -50.9% | -$6.20万 | 减仓 |
| TJX | TJX COS INC NEW | $6.04万 | 0.01% | 399 | -16 | -3.9% | -$2,424 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6.05万 | 0.01% | 849 | -222 | -20.7% | -$1.58万 | 减仓 |
| VLO | VALERO ENERGY CORP | $6.09万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $6.12万 | 0.01% | 743 | 132 | 21.6% | $1.09万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $6.17万 | 0.01% | 737 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $6.17万 | 0.01% | 389 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $6.23万 | 0.01% | 198 | 11 | 5.9% | $3,463 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $6.37万 | 0.01% | 1,198 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $6.39万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |