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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $2.30万 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| BWX | SPDR SERIES TRUST | $2.29万 | 0.00% | 1,055 | -5 | -0.5% | -$108 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $2.29万 | 0.00% | 435 | 435 | — | $2.29万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $2.28万 | 0.00% | 78 | 78 | — | $2.28万 | 新建仓 |
| BP | BP PLC | $2.27万 | 0.00% | 615 | -1,412 | -69.7% | -$5.22万 | 减仓 |
| VHT | VANGUARD WORLD FD | $2.24万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $2.23万 | 0.00% | 269 | -7 | -2.5% | -$581 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $2.21万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $2.20万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $2.16万 | 0.00% | 300 | -6 | -2.0% | -$432 | 减仓 |
| PFXF | VANECK ETF TRUST | $2.14万 | 0.00% | 1,199 | -630,341 | -99.8% | -$1,124.57万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.12万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $2.09万 | 0.00% | 1,503 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $2.07万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $2.07万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $2.06万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $2.04万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| DJD | INVESCO EXCHANGE TRADED FD T | $1.99万 | 0.00% | 314 | 2 | 0.6% | $127 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $1.98万 | 0.00% | 669 | 5 | 0.8% | $148 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $1.98万 | 0.00% | 1,661 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.97万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $1.97万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $1.96万 | 0.00% | 256 | -114 | -30.8% | -$8,741 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1.96万 | 0.00% | 125 | 125 | — | $1.96万 | 新建仓 |
| EVR | EVERCORE INC | $1.88万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| FPS | FORGENT POWER SOLUTIONS INC | $1.87万 | 0.00% | 334 | 162 | 94.2% | $9,050 | 加仓 |
| MSTR | STRATEGY INC | $1.83万 | 0.00% | 210 | 194 | 1,212.5% | $1.69万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1.81万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1.81万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $1.80万 | 0.00% | 217 | -575 | -72.6% | -$4.76万 | 减仓 |
| NOK | NOKIA CORP | $1.76万 | 0.00% | 1,325 | 150 | 12.8% | $1,992 | 加仓 |
| MDT | MEDTRONIC PLC | $1.75万 | 0.00% | 224 | -35 | -13.5% | -$2,738 | 减仓 |
| COP | CONOCOPHILLIPS | $1.75万 | 0.00% | 168 | -43 | -20.4% | -$4,476 | 减仓 |
| EL | LAUDER ESTEE COS INC | $1.74万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.73万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.72万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $1.71万 | 0.00% | 121 | 90 | 290.3% | $1.27万 | 加仓 |
| DDOG | DATADOG INC | $1.69万 | 0.00% | 65 | -50 | -43.5% | -$1.30万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $1.69万 | 0.00% | 144 | -4 | -2.7% | -$469 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1.68万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1.65万 | 0.00% | 699 | 11 | 1.6% | $260 | 加仓 |
| IWB | ISHARES TR | $1.64万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $1.64万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| SSUS | STRATEGY SHS | $1.63万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.63万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1.60万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $1.59万 | 0.00% | 111 | -170 | -60.5% | -$2.43万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $1.58万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $1.56万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $1.55万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $1.55万 | 0.00% | 32 | 2 | 6.7% | $968 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1.53万 | 0.00% | 317 | 2 | 0.6% | $97 | 加仓 |
| FTNT | FORTINET INC | $1.52万 | 0.00% | 99 | -1 | -1.0% | -$154 | 减仓 |
| XYZ | BLOCK INC | $1.52万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.49万 | 0.00% | 233 | 85 | 57.4% | $5,443 | 加仓 |
| IYK | ISHARES TR | $1.48万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $1.48万 | 0.00% | 1,000 | 1,000 | — | $1.48万 | 新建仓 |
| F | FORD MTR CO | $1.45万 | 0.00% | 1,044 | 0 | 0.0% | — | 不变 |
| ABCL | ABCELLERA BIOLOGICS INC | $1.44万 | 0.00% | 1,837 | 1,837 | — | $1.44万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $1.44万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $1.41万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.40万 | 0.00% | 90 | -17 | -15.9% | -$2,651 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1.39万 | 0.00% | 523 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $1.34万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $1.34万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $1.32万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $1.32万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $1.32万 | 0.00% | 76 | 76 | — | $1.32万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $1.31万 | 0.00% | 115 | 98 | 576.5% | $1.12万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $1.30万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.28万 | 0.00% | 34 | -13 | -27.7% | -$4,911 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $1.28万 | 0.00% | 1,202 | 27 | 2.3% | $288 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $1.28万 | 0.00% | 1,651 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $1.26万 | 0.00% | 77 | 1 | 1.3% | $164 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1.25万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $1.25万 | 0.00% | 84 | -43 | -33.9% | -$6,380 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.24万 | 0.00% | 106 | -60 | -36.1% | -$7,001 | 减仓 |
| C | CITIGROUP INC | $1.23万 | 0.00% | 88 | -30 | -25.4% | -$4,199 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.22万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD WORLD FD | $1.22万 | 0.00% | 195 | 28 | 16.8% | $1,757 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.21万 | 0.00% | 40 | 3 | 8.1% | $909 | 加仓 |
| TLT | ISHARES TR | $1.21万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $1.21万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $1.19万 | 0.00% | 239 | 6 | 2.6% | $300 | 加仓 |
| BX | BLACKSTONE INC | $1.18万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $1.17万 | 0.00% | 214 | 6 | 2.9% | $328 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1.17万 | 0.00% | 133 | -123 | -48.0% | -$1.08万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $1.17万 | 0.00% | 395 | 3 | 0.8% | $89 | 加仓 |
| HXL | HEXCEL CORP NEW | $1.15万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.14万 | 0.00% | 67 | 67 | — | $1.14万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.12万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HUT | HUT 8 CORP | $1.11万 | 0.00% | 96 | -29 | -23.2% | -$3,348 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1.11万 | 0.00% | 90 | 90 | — | $1.11万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $1.09万 | 0.00% | 580 | 50 | 9.4% | $944 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $1.09万 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1.08万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $1.05万 | 0.00% | 235 | -70 | -23.0% | -$3,135 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $1.01万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1.00万 | 0.00% | 101 | 61 | 152.5% | $6,057 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1.00万 | 0.00% | 100 | 100 | — | $1.00万 | 新建仓 |