Leeward Financial Partners, LLC
Bellevue WA · SEC CIK 0001735201
$3.81亿2026Q2 申报市值
108持仓数
41.9%前十大占比 · 第一大 5.8%
9 / 0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
TER 新建仓+$373.48万
MAR 加仓+$354.28万
LRCX 新建仓+$312.73万
MU 新建仓+$57.60万
BND 加仓+$38.41万
2026Q2 卖出最多 按季末市值估算
VUSB 减仓-$573.77万
NFLX 减仓-$233.33万
PLTR 减仓-$181.46万
META 减仓-$154.57万
VGT 减仓-$112.52万
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 |
|---|---|---|---|---|---|---|---|---|
| CRWD | CROWDSTRIKE HLDGS INC | $20.53万 | 0.05% | 269 | 269 | — | $20.53万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.95万 | 0.05% | 1,326 | 1,326 | — | $20.95万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $21.18万 | 0.06% | 293 | 293 | — | $21.18万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.58万 | 0.06% | 803 | 0 | 0.0% | — | 重新持有 |
| TSLA | TESLA INC | $23.26万 | 0.06% | 553 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $23.82万 | 0.06% | 410 | 410 | — | $23.82万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $23.86万 | 0.06% | 553 | 553 | — | $23.86万 | 新建仓 |
| SYK | STRYKER CORPORATION | $24.79万 | 0.07% | 787 | 2 | 0.3% | $630 | 加仓 |
| HD | HOME DEPOT INC | $25.36万 | 0.07% | 719 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $25.68万 | 0.07% | 950 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $26.60万 | 0.07% | 2,679 | -45 | -1.7% | -$4,468 | 减仓 |
| MS | MORGAN STANLEY | $26.78万 | 0.07% | 1,281 | -413 | -24.4% | -$8.63万 | 减仓 |
| MRK | MERCK & CO INC | $27.38万 | 0.07% | 2,131 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $27.39万 | 0.07% | 2,000 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $28.09万 | 0.07% | 2,460 | 15 | 0.6% | $1,713 | 加仓 |
| URI | UNITED RENTALS INC | $28.66万 | 0.08% | 253 | -2 | -0.8% | -$2,266 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $29.24万 | 0.08% | 426 | -42 | -9.0% | -$2.88万 | 减仓 |
| TECL | DIREXION SHARES ETF TRUST | $30.00万 | 0.08% | 1,300 | 1,300 | — | $30.00万 | 新建仓 |
| DCI | DONALDSON INC | $31.26万 | 0.08% | 3,482 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $31.64万 | 0.08% | 1,177 | 98 | 9.1% | $2.63万 | 加仓 |
| ABBV | ABBVIE INC | $31.98万 | 0.08% | 1,271 | 3 | 0.2% | $755 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $33.52万 | 0.09% | 2,858 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $33.96万 | 0.09% | 1,401 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $34.06万 | 0.09% | 10,741 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $35.24万 | 0.09% | 1,254 | -120 | -8.7% | -$3.37万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $35.81万 | 0.09% | 1,560 | -106 | -6.4% | -$2.43万 | 减仓 |
| DDOG | DATADOG INC | $35.98万 | 0.09% | 1,382 | -615 | -30.8% | -$16.01万 | 减仓 |
| CLS | CELESTICA INC | $37.72万 | 0.10% | 1,034 | 51 | 5.2% | $1.86万 | 加仓 |
| MGK | VANGUARD WORLD FD | $41.58万 | 0.11% | 4,730 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $41.69万 | 0.11% | 1,313 | 281 | 27.2% | $8.92万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $42.19万 | 0.11% | 7,670 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $42.27万 | 0.11% | 992 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $44.60万 | 0.12% | 2,060 | -86 | -4.0% | -$1.86万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $44.87万 | 0.12% | 859 | 25 | 3.0% | $1.31万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $48.11万 | 0.13% | 5,527 | -29 | -0.5% | -$2,524 | 减仓 |
| GOOG | ALPHABET INC | $51.48万 | 0.14% | 1,457 | 50 | 3.6% | $1.77万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $52.18万 | 0.14% | 1,410 | -89 | -5.9% | -$3.29万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $53.43万 | 0.14% | 2,243 | -44 | -1.9% | -$1.05万 | 减仓 |
| FIX | COMFORT SYS USA INC | $53.91万 | 0.14% | 272 | -24 | -8.1% | -$4.76万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $57.60万 | 0.15% | 499 | 499 | — | $57.60万 | 新建仓 |
| PCAR | PACCAR INC | $60.01万 | 0.16% | 4,996 | -51 | -1.0% | -$6,126 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $60.72万 | 0.16% | 6,297 | -410 | -6.1% | -$3.95万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $60.94万 | 0.16% | 5,223 | -15,553 | -74.9% | -$181.46万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.29万 | 0.16% | 1,245 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $66.38万 | 0.17% | 2,696 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $66.78万 | 0.18% | 3,931 | -106 | -2.6% | -$1.80万 | 减仓 |
| LLY | ELI LILLY & CO | $79.04万 | 0.21% | 659 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $88.80万 | 0.23% | 41,400 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $89.25万 | 0.23% | 12,500 | -32,679 | -72.3% | -$233.33万 | 减仓 |
| ORCL | ORACLE CORP | $89.78万 | 0.24% | 6,126 | -131 | -2.1% | -$1.92万 | 减仓 |
| SBUX | STARBUCKS CORP | $99.41万 | 0.26% | 9,728 | 270 | 2.9% | $2.76万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $109.66万 | 0.29% | 41,380 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $119.03万 | 0.31% | 3,469 | -34 | -1.0% | -$1.17万 | 减仓 |
| HYG | ISHARES TR | $122.87万 | 0.32% | 15,365 | 1,581 | 11.5% | $12.64万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $132.07万 | 0.35% | 3,321 | 13 | 0.4% | $5,170 | 加仓 |
| AXON | AXON ENTERPRISE INC | $137.74万 | 0.36% | 2,457 | -205 | -7.7% | -$11.49万 | 减仓 |
| QQQ | INVESCO QQQ TR | $138.89万 | 0.36% | 1,886 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $148.66万 | 0.39% | 16,374 | 46 | 0.3% | $4,176 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $206.48万 | 0.54% | 24,983 | 1,764 | 7.6% | $14.58万 | 加仓 |
| APH | AMPHENOL CORP | $215.04万 | 0.56% | 12,196 | -174 | -1.4% | -$3.07万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $220.49万 | 0.58% | 43,593 | -90 | -0.2% | -$4,552 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $224.48万 | 0.59% | 95,441 | -249 | -0.3% | -$5,856 | 减仓 |
| META | META PLATFORMS INC | $231.57万 | 0.61% | 4,111 | -2,744 | -40.0% | -$154.57万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $232.33万 | 0.61% | 92,304 | -448 | -0.5% | -$1.13万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $243.93万 | 0.64% | 10,309 | -2,242 | -17.9% | -$53.05万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $256.20万 | 0.67% | 64,911 | 6,133 | 10.4% | $24.21万 | 加仓 |
| USHY | ISHARES TR | $264.47万 | 0.69% | 71,441 | 3,217 | 4.7% | $11.91万 | 加仓 |
| IEMG | ISHARES INC | $298.17万 | 0.78% | 35,994 | 1,149 | 3.3% | $9.52万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $312.73万 | 0.82% | 7,217 | 7,217 | — | $312.73万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $321.14万 | 0.84% | 41,220 | 3,443 | 9.1% | $26.82万 | 加仓 |
| TER | TERADYNE INC | $373.48万 | 0.98% | 7,719 | 7,719 | — | $373.48万 | 新建仓 |
| IYW | ISHARES TR | $378.40万 | 0.99% | 15,002 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $381.67万 | 1.00% | 5,111 | 12 | 0.2% | $8,961 | 加仓 |
| SMH | VANECK ETF TRUST | $394.65万 | 1.04% | 6,017 | -1,491 | -19.9% | -$97.79万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $420.13万 | 1.10% | 57,230 | 5,232 | 10.1% | $38.41万 | 加仓 |
| IVV | ISHARES TR | $425.29万 | 1.12% | 5,679 | 3 | 0.1% | $2,247 | 加仓 |
| MUB | ISHARES TR | $436.53万 | 1.15% | 40,562 | -405 | -1.0% | -$4.36万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $462.64万 | 1.21% | 12,484 | 9,560 | 326.9% | $354.28万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $474.64万 | 1.25% | 101,397 | 4,315 | 4.4% | $20.20万 | 加仓 |
| CMI | CUMMINS INC | $482.34万 | 1.27% | 6,763 | 223 | 3.4% | $15.90万 | 加仓 |
| ECL | ECOLAB INC | $510.92万 | 1.34% | 18,338 | 782 | 4.5% | $21.79万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $515.84万 | 1.35% | 12,411 | 11 | 0.1% | $4,572 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $518.78万 | 1.36% | 72,812 | 2,346 | 3.3% | $16.72万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $526.55万 | 1.38% | 105,776 | -115,262 | -52.1% | -$573.77万 | 减仓 |
| NTRA | NATERA INC | $530.77万 | 1.39% | 19,553 | 316 | 1.6% | $8.58万 | 加仓 |
| AVGO | BROADCOM INC | $544.11万 | 1.43% | 14,404 | -204 | -1.4% | -$7.71万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $556.04万 | 1.46% | 16,987 | 868 | 5.4% | $28.41万 | 加仓 |
| APP | APPLOVIN CORP | $556.81万 | 1.46% | 10,807 | -1,820 | -14.4% | -$93.77万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $571.91万 | 1.50% | 82,969 | 1,847 | 2.3% | $12.73万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $617.24万 | 1.62% | 80,475 | 3,666 | 4.8% | $28.12万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $631.81万 | 1.66% | 181,501 | 3,856 | 2.2% | $13.42万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $634.25万 | 1.66% | 18,943 | -937 | -4.7% | -$31.37万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $680.85万 | 1.79% | 18,618 | 49 | 0.3% | $1.79万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $731.33万 | 1.92% | 30,097 | -1,094 | -3.5% | -$26.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $792.64万 | 2.08% | 39,614 | 657 | 1.7% | $13.15万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $835.49万 | 2.19% | 8,261 | -176 | -2.1% | -$17.80万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $850.74万 | 2.23% | 9,094 | -711 | -7.3% | -$66.51万 | 减仓 |
| GOOGL | ALPHABET INC | $1,176.04万 | 3.09% | 32,908 | -513 | -1.5% | -$18.33万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,208.12万 | 3.17% | 39,856 | 624 | 1.6% | $18.91万 | 加仓 |
| AMZN | AMAZON COM INC | $1,305.65万 | 3.43% | 54,781 | -1,227 | -2.2% | -$29.24万 | 减仓 |