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 |
|---|---|---|---|---|---|---|---|---|
| AFRM | AFFIRM HLDGS INC | $1,224 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $1,215 | 0.00% | 331 | 131 | 65.5% | $481 | 加仓 |
| NDAQ | NASDAQ INC | $1,183 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $1,167 | 0.00% | 7 | -22 | -75.9% | -$3,668 | 减仓 |
| SNDK | SANDISK CORP | $1,148 | 0.00% | 1 | 1 | — | $1,148 | 新建仓 |
| SYM | SYMBOTIC INC | $1,124 | 0.00% | 25 | 25 | — | $1,124 | 新建仓 |
| NXH | BED BATH & BEYOND INC | $1,101 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| NTSK | NETSKOPE INC | $1,094 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1,079 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $1,055 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $1,021 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $1,002 | 0.00% | 7 | 7 | — | $1,002 | 新建仓 |
| DHR | DANAHER CORP DEL | $953 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $925 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $915 | 0.00% | 20 | -5 | -20.0% | -$229 | 减仓 |
| — | TIDAL TRUST I | $898 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AMBA | AMBARELLA INC | $858 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $848 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| JETS | ETF SER SOLUTIONS | $835 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $826 | 0.00% | 5 | 5 | — | $826 | 新建仓 |
| — | GLOBAL X FDS | $818 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $808 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $799 | 0.00% | 15 | 15 | — | $799 | 新建仓 |
| OR | OR ROYALTIES INC. | $791 | 0.00% | 25 | -25 | -50.0% | -$791 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $760 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| OILK | PROSHARES TR | $760 | 0.00% | 16 | 16 | — | $760 | 新建仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $755 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ICOP | ISHARES TR | $739 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC | $733 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $724 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| UNIT | UNITI GROUP LLC | $689 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $682 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $657 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $650 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $644 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $642 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $632 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $602 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $580 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $579 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $577 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $541 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FCEL | FUELCELL ENERGY INC | $541 | 0.00% | 15 | 15 | — | $541 | 新建仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $540 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD | $531 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $515 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $509 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RWO | SPDR INDEX SHS FDS | $498 | 0.00% | 10 | 10 | — | $498 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $481 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $458 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $451 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUM CO | $415 | 0.00% | 9 | 7 | 350.0% | $323 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $413 | 0.00% | 23 | -265 | -92.0% | -$4,758 | 减仓 |
| FVRR | FIVERR INTL LTD | $413 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $407 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $398 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $377 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $377 | 0.00% | 100 | -100 | -50.0% | -$377 | 重新持有 |
| EIX | EDISON INTL | $373 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PPLI | PEOPLE INC | $370 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $356 | 0.00% | 55 | 55 | — | $356 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $347 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $332 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TIZIANA LIFE SCIENCES LTD | $331 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $328 | 0.00% | 2 | 1 | 100.0% | $164 | 加仓 |
| WTI | W & T OFFSHORE INC | $319 | 0.00% | 101 | 78 | 339.1% | $246 | 加仓 |
| ESRT | EMPIRE ST RLTY TR INC | $302 | 0.00% | 56 | 1 | 1.8% | $5 | 加仓 |
| NDSN | NORDSON CORP | $302 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $294 | 0.00% | 224 | 224 | — | $294 | 新建仓 |
| — | AURORA CANNABIS INC | $279 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $250 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $249 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $244 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $243 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $230 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $206 | 0.00% | 1 | -7 | -87.5% | -$1,442 | 减仓 |
| — | GLOBAL X FDS | $205 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $181 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | INNOVIZ TECHNOLOGIES LTD | $153 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $151 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | GUARDFORCE AI CO LTD | $143 | 0.00% | 359 | 359 | — | $143 | 新建仓 |
| URBN | URBAN OUTFITTERS INC | $142 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $139 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $128 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $103 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $90 | 0.00% | 19 | 9 | 90.0% | $43 | 加仓 |
| ELF | E L F BEAUTY INC | $74 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $67 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | T STAMP INC | $66 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $61 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK | $57 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | FIRY INC | $51 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | FIREFLY NEUROSCIENCE INC | $49 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $36 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION SHARES ETF TRUST | $35 | 0.00% | 0 | 0 | — | -$24 | 清仓 |
| — | REE AUTOMOTIVE LTD | $33 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $31 | 0.00% | 1 | -35 | -97.2% | -$1,085 | 减仓 |
| — | AMPLIFY ETF TR | $26 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $24 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | BIOVIE INC | $20 | 0.00% | 10 | 0 | 0.0% | — | 不变 |