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 |
|---|---|---|---|---|---|---|---|---|
| MCK | MCKESSON CORP | $3,462 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,389 | 0.00% | 12 | 12 | — | $3,389 | 新建仓 |
| ALAI | THE ALGER ETF TRUST | $3,338 | 0.00% | 101 | 101 | — | $3,338 | 新建仓 |
| DGRO | ISHARES TR | $3,299 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $3,254 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $3,227 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $3,220 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $3,193 | 0.00% | 10 | 10 | — | $3,193 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $3,177 | 0.00% | 79 | 1 | 1.3% | $40 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $3,159 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $3,130 | 0.00% | 50 | 50 | — | $3,130 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $3,080 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $3,076 | 0.00% | 46 | 46 | — | $3,076 | 新建仓 |
| EWC | ISHARES INC | $3,053 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $3,039 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,028 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $3,026 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $3,023 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC | $2,988 | 0.00% | 33 | 33 | — | $2,988 | 新建仓 |
| EQIX | EQUINIX INC | $2,941 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $2,915 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $2,876 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $2,851 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $2,775 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $2,740 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $2,727 | 0.00% | 92 | -25 | -21.4% | -$741 | 减仓 |
| — | BLACKROCK ETF TRUST II | $2,705 | 0.00% | 54 | 54 | — | $2,705 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $2,683 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $2,682 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $2,636 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $2,627 | 0.00% | 182 | -10 | -5.2% | -$144 | 减仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $2,619 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $2,603 | 0.00% | 17 | -204 | -92.3% | -$3.12万 | 减仓 |
| GRAL | GRAIL INC | $2,584 | 0.00% | 50 | 50 | — | $2,584 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,517 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | KANDI TECHNOLOGIES GROUP INC | $2,507 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $2,431 | 0.00% | 14 | 11 | 366.7% | $1,910 | 重新持有 |
| PPTA | PERPETUA RESOURCES CORP | $2,391 | 0.00% | 85 | -100 | -54.1% | -$2,813 | 减仓 |
| UUUU | ENERGY FUELS INC | $2,373 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $2,363 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EWH | ISHARES INC | $2,356 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $2,328 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $2,292 | 0.00% | 107 | 7 | 7.0% | $150 | 加仓 |
| CCJ | CAMECO CORP | $2,281 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $2,191 | 0.00% | 56 | 1 | 1.8% | $39 | 加仓 |
| OMC | OMNICOM GROUP INC | $2,184 | 0.00% | 29 | 29 | — | $2,184 | 新建仓 |
| INTU | INTUIT | $2,162 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $2,153 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC | $2,151 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $2,134 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| FAS | DIREXION SHARES ETF TRUST | $2,133 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $2,124 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $2,079 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CPER | UNITED STS COMMODITY INDEX F | $2,066 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $2,061 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DFJ | WISDOMTREE TR | $2,042 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $2,033 | 0.00% | 15 | 15 | — | $2,033 | 新建仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $2,017 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $2,009 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $1,997 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| 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 |
| ADBE | ADOBE INC | $1,945 | 0.00% | 8 | 5 | 166.7% | $1,216 | 加仓 |
| CRWV | COREWEAVE INC | $1,937 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $1,936 | 0.00% | 175 | 175 | — | $1,936 | 新建仓 |
| ADI | ANALOG DEVICES INC | $1,909 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OR | OR ROYALTIES INC. | $1,901 | 0.00% | 50 | 50 | — | $1,901 | 新建仓 |
| — | DIGITAL BRANDS GROUP INC | $1,890 | 0.00% | 1,050 | 1,050 | — | $1,890 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1,870 | 0.00% | 100 | 100 | — | $1,870 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,791 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $1,744 | 0.00% | 16 | 16 | — | $1,744 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $1,742 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| — | THE ALGER ETF TRUST | $1,734 | 0.00% | 89 | 89 | — | $1,734 | 新建仓 |
| EDIT | EDITAS MEDICINE INC | $1,729 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,726 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TMQ | TRILOGY METALS INC NEW | $1,706 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1,652 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $1,606 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $1,603 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $1,602 | 0.00% | 170 | 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 |
| 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 |
| CAE | CAE INC | $1,563 | 0.00% | 60 | 60 | — | $1,563 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,536 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | CARIBOU BIOSCIENCES INC | $1,520 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $1,496 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $1,464 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $1,435 | 0.00% | 34 | 5 | 17.2% | $211 | 加仓 |
| SWBI | SMITH & WESSON BRANDS INC | $1,433 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC | $1,432 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $1,430 | 0.00% | 6 | 6 | — | $1,430 | 新建仓 |
| VTRS | VIATRIS INC | $1,406 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| FLNC | FLUENCE ENERGY INC | $1,376 | 0.00% | 100 | 100 | — | $1,376 | 新建仓 |
| NDAQ | NASDAQ INC | $1,274 | 0.00% | 15 | 15 | — | $1,274 | 新建仓 |
| IOT | SAMSARA INC | $1,268 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X FDS | $1,264 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $1,228 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $1,226 | 0.00% | 24 | 0 | 0.0% | — | 不变 |