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 |
|---|---|---|---|---|---|---|---|---|
| VOOG | VANGUARD ADMIRAL FDS INC | $1,224 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $1,223 | 0.00% | 36 | 35 | 3,500.0% | $1,189 | 加仓 |
| HEI | HEICO CORP NEW | $1,097 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,058 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $1,047 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1,045 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC | $1,021 | 0.00% | 210 | 10 | 5.0% | $49 | 加仓 |
| 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 |
| WAB | WABTEC | $1,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $958 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $948 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $947 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $908 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $896 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC | $882 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $874 | 0.00% | 5 | -29 | -85.3% | -$5,069 | 减仓 |
| IREN | IREN LIMITED | $857 | 0.00% | 25 | 25 | — | $857 | 新建仓 |
| NTSK | NETSKOPE INC | $849 | 0.00% | 100 | -100 | -50.0% | -$849 | 减仓 |
| S | SENTINELONE INC | $838 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $815 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $753 | 0.00% | 20 | 4 | 25.0% | $151 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $724 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| 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 |
| ICOP | ISHARES TR | $714 | 0.00% | 15 | 15 | — | $714 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $704 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $691 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $688 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $670 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $664 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NE | $661 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $658 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $652 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $651 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $647 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| JETS | ETF SER SOLUTIONS | $620 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $608 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $595 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $577 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| UNIT | UNITI GROUP LLC | $563 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $540 | 0.00% | 7 | 7 | — | $540 | 新建仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $528 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $523 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC | $520 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $519 | 0.00% | 22 | 1 | 4.8% | $24 | 加仓 |
| AMBA | AMBARELLA INC | $515 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $512 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INC | $506 | 0.00% | 31 | 30 | 3,000.0% | $490 | 加仓 |
| NB | NIOCORP DEVS LTD | $491 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $452 | 0.00% | 15 | -70 | -82.4% | -$2,109 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $412 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FVRR | FIVERR INTL LTD | $401 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $376 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $366 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $365 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $328 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC | $327 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $323 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PPLI | IAC INC | $321 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | TIZIANA LIFE SCIENCES LTD | $302 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $301 | 0.00% | 2 | 2 | — | $301 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $296 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC | $288 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $284 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $280 | 0.00% | 1 | 1 | — | $280 | 新建仓 |
| NDSN | NORDSON CORP | $267 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $248 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $232 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $218 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $201 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $199 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $199 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $191 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $186 | 0.00% | 5 | 5 | — | $186 | 新建仓 |
| OGN | ORGANON & CO | $180 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $174 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | INNOVIZ TECHNOLOGIES LTD | $127 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC | $127 | 0.00% | 2 | 2 | — | $127 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $126 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $119 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUM CO | $118 | 0.00% | 2 | 2 | — | $118 | 新建仓 |
| PCVX | VAXCYTE INC | $117 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | EVOGENE LTD | $101 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| — | REE AUTOMOTIVE LTD | $101 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $101 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $96 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $89 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | FIREFLY NEUROSCIENCE INC | $88 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $84 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $82 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | T STAMP INC | $79 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| WTI | W & T OFFSHORE INC | $79 | 0.00% | 23 | 23 | — | $79 | 新建仓 |
| RDW | REDWIRE CORPORATION | $77 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC | $61 | 0.00% | 1 | 1 | — | $61 | 新建仓 |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK | $56 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $52 | 0.00% | 10 | -15,739 | -99.9% | -$8.18万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $51 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | NEWEGG COMMERCE INC | $42 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CALIDI BIOTHERAPEUTICS INC | $25 | 0.00% | 101 | 0 | 0.0% | — | 不变 |