Leeward Financial Partners, LLC
Bellevue WA · SEC CIK 0001735201
$3.36亿2026Q1 申报市值
97持仓数
41.5%前十大占比 · 第一大 5.8%
3 / 1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
VEA 加仓+$405.23万
CMI 新建仓+$351.87万
VUSB 加仓+$322.11万
IEMG 新建仓+$243.04万
APP 加仓+$238.40万
2026Q1 卖出最多 按季末市值估算
V 减仓-$414.36万
VNQ 减仓-$366.04万
NFLX 减仓-$185.10万
VBR 减仓-$164.55万
VGT 减仓-$156.84万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $1,943.68万 | 5.78% | 52,508 | -1,739 | -3.2% | -$64.37万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,839.05万 | 5.47% | 42,104 | -1,756 | -4.0% | -$76.70万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,477.40万 | 4.39% | 21,175 | -2,248 | -9.6% | -$156.84万 | 减仓 |
| AAPL | APPLE INC | $1,414.23万 | 4.21% | 55,724 | -2,345 | -4.0% | -$59.51万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,291.14万 | 3.84% | 521,674 | -12,733 | -2.4% | -$31.51万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,271.93万 | 3.78% | 42,561 | 122 | 0.3% | $3.65万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,266.91万 | 3.77% | 64,572 | -1,004 | -1.5% | -$19.70万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,173.24万 | 3.49% | 402,761 | 587 | 0.1% | $1.71万 | 加仓 |
| AMZN | AMAZON COM INC | $1,166.48万 | 3.47% | 56,008 | 1,229 | 2.2% | $25.60万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,100.44万 | 3.27% | 221,038 | 64,700 | 41.4% | $322.11万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,027.55万 | 3.06% | 39,232 | -5,060 | -11.4% | -$132.53万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $977.02万 | 2.91% | 9,805 | -212 | -2.1% | -$21.12万 | 减仓 |
| GOOGL | ALPHABET INC | $961.05万 | 2.86% | 33,421 | -3,657 | -9.9% | -$105.16万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $713.76万 | 2.12% | 8,437 | -1,843 | -17.9% | -$155.92万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $679.40万 | 2.02% | 38,957 | -156 | -0.4% | -$2.72万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $677.62万 | 2.02% | 31,191 | -7,574 | -19.5% | -$164.55万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $592.81万 | 1.76% | 76,809 | -644 | -0.8% | -$4.97万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $561.23万 | 1.67% | 18,569 | -5,096 | -21.5% | -$154.02万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $557.95万 | 1.66% | 81,122 | 122 | 0.2% | $8,391 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $541.82万 | 1.61% | 177,645 | -11 | -0.0% | -$335 | 减仓 |
| APP | APPLOVIN CORP | $502.55万 | 1.49% | 12,627 | 5,990 | 90.3% | $238.40万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $498.15万 | 1.48% | 19,880 | -5,466 | -21.6% | -$136.97万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $474.16万 | 1.41% | 16,119 | 7,912 | 96.4% | $232.74万 | 加仓 |
| ECL | ECOLAB INC | $467.02万 | 1.39% | 17,556 | -524 | -2.9% | -$13.94万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $455.80万 | 1.36% | 97,082 | -400 | -0.4% | -$1.88万 | 减仓 |
| AVGO | BROADCOM INC | $452.13万 | 1.34% | 14,608 | 527 | 3.7% | $16.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $451.54万 | 1.34% | 70,466 | 63,238 | 874.9% | $405.23万 | 加仓 |
| MUB | ISHARES TR | $434.87万 | 1.29% | 40,967 | 142 | 0.3% | $1.51万 | 加仓 |
| NFLX | NETFLIX INC. | $434.40万 | 1.29% | 45,179 | -19,251 | -29.9% | -$185.10万 | 减仓 |
| META | META PLATFORMS INC | $392.20万 | 1.17% | 6,855 | 417 | 6.5% | $23.86万 | 加仓 |
| NTRA | NATERA INC | $384.72万 | 1.14% | 19,237 | 1,894 | 10.9% | $37.88万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $382.91万 | 1.14% | 51,998 | -846 | -1.6% | -$6.23万 | 减仓 |
| IVV | ISHARES TR | $370.76万 | 1.10% | 5,676 | -133 | -2.3% | -$8.69万 | 减仓 |
| CMI | CUMMINS INC | $351.87万 | 1.05% | 6,540 | 6,540 | — | $351.87万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $335.53万 | 1.00% | 12,400 | 283 | 2.3% | $7.66万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $331.61万 | 0.99% | 5,099 | 6 | 0.1% | $3,902 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $303.91万 | 0.90% | 20,776 | 6,394 | 44.5% | $93.53万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $296.21万 | 0.88% | 37,777 | -430 | -1.1% | -$3.37万 | 减仓 |
| SMH | VANECK ETF TRUST | $287.86万 | 0.86% | 7,508 | 6,191 | 470.1% | $237.36万 | 加仓 |
| IYW | ISHARES TR | $272.17万 | 0.81% | 15,002 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $269.92万 | 0.80% | 12,551 | -10 | -0.1% | -$2,151 | 减仓 |
| USHY | ISHARES TR | $251.34万 | 0.75% | 68,224 | 85 | 0.1% | $3,131 | 加仓 |
| IEMG | ISHARES INC | $243.04万 | 0.72% | 34,845 | 34,845 | — | $243.04万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $233.53万 | 0.69% | 58,778 | -821 | -1.4% | -$3.26万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $229.93万 | 0.68% | 92,752 | 918 | 1.0% | $2.28万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $219.90万 | 0.65% | 95,690 | 1,923 | 2.1% | $4.42万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $217.93万 | 0.65% | 43,683 | 850 | 2.0% | $4.24万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $192.14万 | 0.57% | 23,219 | -443 | -1.9% | -$3.67万 | 减仓 |
| APH | AMPHENOL CORP | $156.29万 | 0.46% | 12,370 | 870 | 7.6% | $10.99万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $152.50万 | 0.45% | 3,308 | 3,308 | — | $152.50万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $129.09万 | 0.38% | 16,328 | 48 | 0.3% | $3,795 | 加仓 |
| AXON | AXON ENTERPRISE INC | $113.05万 | 0.34% | 2,662 | -319 | -10.7% | -$13.55万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $110.11万 | 0.33% | 41,380 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $109.66万 | 0.33% | 13,784 | -150 | -1.1% | -$1.19万 | 减仓 |
| QQQ | INVESCO QQQ TR | $108.86万 | 0.32% | 1,886 | -2 | -0.1% | -$1,154 | 减仓 |
| V | VISA INC | $105.89万 | 0.31% | 3,503 | -13,708 | -79.6% | -$414.36万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $95.64万 | 0.28% | 2,924 | -1,206 | -29.2% | -$39.44万 | 减仓 |
| ORCL | ORACLE CORP | $92.05万 | 0.27% | 6,257 | 67 | 1.1% | $9,856 | 加仓 |
| SBUX | STARBUCKS CORP | $84.74万 | 0.25% | 9,458 | -200 | -2.1% | -$1.79万 | 减仓 |
| LLY | ELI LILLY & CO | $60.61万 | 0.18% | 659 | -198 | -23.1% | -$18.21万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $59.65万 | 0.18% | 1,245 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $59.49万 | 0.18% | 6,707 | -41,266 | -86.0% | -$366.04万 | 减仓 |
| PCAR | PACCAR INC | $58.30万 | 0.17% | 5,047 | -1,130 | -18.3% | -$13.05万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $57.46万 | 0.17% | 41,400 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $56.10万 | 0.17% | 2,696 | -85 | -3.1% | -$1.77万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $49.57万 | 0.15% | 4,037 | -88 | -2.1% | -$1.08万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $48.09万 | 0.14% | 1,499 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $42.83万 | 0.13% | 2,287 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $42.72万 | 0.13% | 2,146 | 42 | 2.0% | $8,360 | 加仓 |
| FIX | COMFORT SYS USA INC | $40.82万 | 0.12% | 296 | -92 | -23.7% | -$12.69万 | 减仓 |
| GOOG | ALPHABET INC | $40.36万 | 0.12% | 1,407 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $38.63万 | 0.11% | 834 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $37.26万 | 0.11% | 5,556 | -165 | -2.9% | -$1.11万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $37.17万 | 0.11% | 7,670 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $36.08万 | 0.11% | 1,666 | -606 | -26.7% | -$13.13万 | 减仓 |
| ETN | EATON CORP PLC | $35.48万 | 0.11% | 992 | -37 | -3.6% | -$1.32万 | 减仓 |
| MGK | VANGUARD WORLD FD | $34.76万 | 0.10% | 946 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $32.95万 | 0.10% | 10,741 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $32.50万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $31.15万 | 0.09% | 2,858 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $30.65万 | 0.09% | 1,401 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $29.55万 | 0.09% | 3,482 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $29.53万 | 0.09% | 950 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $29.00万 | 0.09% | 2,445 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $28.48万 | 0.08% | 2,724 | -332 | -10.9% | -$3.47万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $28.40万 | 0.08% | 1,032 | -317 | -23.5% | -$8.72万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $27.95万 | 0.08% | 468 | 2 | 0.4% | $1,194 | 加仓 |
| MS | MORGAN STANLEY | $27.88万 | 0.08% | 1,694 | -83 | -4.7% | -$1.37万 | 减仓 |
| CLS | CELESTICA INC | $27.69万 | 0.08% | 983 | -42 | -4.1% | -$1.18万 | 减仓 |
| ABBV | ABBVIE INC | $27.57万 | 0.08% | 1,268 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $27.05万 | 0.08% | 1,374 | -751 | -35.3% | -$14.78万 | 减仓 |
| SYK | STRYKER CORPORATION | $25.80万 | 0.08% | 785 | 2 | 0.3% | $657 | 加仓 |
| MRK | MERCK & CO INC | $25.63万 | 0.08% | 2,131 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $24.87万 | 0.07% | 1,079 | -286 | -21.0% | -$6.59万 | 减仓 |
| HD | HOME DEPOT INC | $23.65万 | 0.07% | 719 | 1 | 0.1% | $329 | 加仓 |
| DDOG | DATADOG INC | $23.57万 | 0.07% | 1,997 | 162 | 8.8% | $1.91万 | 重新持有 |
| TSLA | TESLA INC | $20.56万 | 0.06% | 553 | 4 | 0.7% | $1,487 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -2,078 | -100.0% | -$21.54万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |