Tradewinds, LLC.
RALEIGH NC · SEC CIK 0001932342
$3.10亿2026Q1 申报市值
153持仓数
43.7%前十大占比 · 第一大 7.2%
16 / 32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
BE 新建仓+$136.08万
IXUS 新建仓+$42.65万
IWF 加仓+$37.19万
CLF 新建仓+$34.39万
Q 新建仓+$33.61万
2026Q1 卖出最多 按季末市值估算
COIN 减仓-$450.95万
NVDA 减仓-$299.46万
VGT 清仓-$298.26万
SIL 清仓-$252.94万
VIG 清仓-$174.03万
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 |
|---|---|---|---|---|---|---|---|---|
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -3,880 | -100.0% | -$39.15万 | 清仓 |
| AXP | AMERICAN EXPRESS COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SYNOVUS FINANCIAL CORCHG | $0 | 0.00% | 0 | -7,500 | -100.0% | -$37.54万 | 清仓 |
| PNC | PNC FINANCIAL SERVICES GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYY | SYSCO CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMH | VANECK VECTORS TR ETF SEMICONDUCTOR ETF | $0 | 0.00% | 0 | -991 | -100.0% | -$35.69万 | 清仓 |
| DOV | DOVER CORP COMMON | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -6,367 | -100.0% | -$33.83万 | 清仓 |
| WMB | WILLIAMS COMPANIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -2,186 | -100.0% | -$32.86万 | 清仓 |
| PFE | PFIZER INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -3,188 | -100.0% | -$29.84万 | 清仓 |
| GPC | GENUINE PARTS CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -3,179 | -100.0% | -$27.02万 | 清仓 |
| EOG | EOG RESOURCES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -943 | -100.0% | -$25.57万 | 清仓 |
| — | HASHDEX NASDAQ ETF CRYPTO INDEX US SHS BEN INT | $0 | 0.00% | 0 | -10,838 | -100.0% | -$24.64万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -894 | -100.0% | -$24.61万 | 清仓 |
| IBIT | ISHARES BITCOIN TR ETF | $0 | 0.00% | 0 | -4,935 | -100.0% | -$24.50万 | 清仓 |
| ICE | INTERCONTINENTAL EXCH EXCHANGE | $0 | 0.00% | 0 | -1,482 | -100.0% | -$24.00万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -1,585 | -100.0% | -$22.83万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND SHARES CLASS A | $0 | 0.00% | 0 | -840 | -100.0% | -$22.54万 | 清仓 |
| SYK | STRYKER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC CL A | $0 | 0.00% | 0 | -1,380 | -100.0% | -$22.21万 | 清仓 |
| WRB | BERKLEY W R CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AIQ | GLOBAL X FUNDS ETF GLOBAL X ARTIFICIAL INTELLIGENCE & TECH | $0 | 0.00% | 0 | -3,973 | -100.0% | -$20.21万 | 清仓 |
| — | ALPHA TEKNOVA INC | $0 | 0.00% | 0 | -48,803 | -100.0% | -$18.55万 | 清仓 |
| NB | NIOCORP DEVS LTD COM NEW | $0 | 0.00% | 0 | -10,000 | -100.0% | -$5.30万 | 清仓 |
| — | NEURONETICS INC | $0 | 0.00% | 0 | -36,437 | -100.0% | -$5.03万 | 清仓 |