13F 机构持仓

Tailwinds Wealth, LLC

VADNAIS HEIGHTS MN · SEC CIK 0002109222

2026Q22026Q1 更早 9 个季度 🔒
$4,077.23万2026Q1 申报市值
57持仓数
50.7%前十大占比 · 第一大 9.4%
6 / 11新建仓 / 清仓
申报市值走势$1.69亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ACIO 9.4%
NVDA 7.0%
BKAG 6.6%
AAPL 6.1%
VEA 5.6%
MSFT 3.9%
AMZN 3.6%
GOOGL 3.1%
DMBS 3.1%
JPM 2.3%

2026Q1 买入最多 按季末市值估算

BKAG 加仓+$70.50万
APH 新建仓+$47.18万
AMD 新建仓+$46.73万
ACIO 加仓+$41.17万
SCHW 新建仓+$35.52万

2026Q1 卖出最多 按季末市值估算

VEA 减仓-$234.52万
JAAA 清仓-$210.60万
BKLN 清仓-$163.13万
VRIG 清仓-$145.49万
FALN 清仓-$108.73万

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
GTO INVESCO ACTIVELY MANAGED EXC $00.00%0 —— — 申报中断
SPYM SPDR SERIES TRUST $00.00%0 —— — 申报中断
AGG ISHARES TR $00.00%0 —— — 申报中断
GOVI INVESCO EXCH TRADED FD TR II $00.00%0 —— — 申报中断
JAAA JANUS DETROIT STR TR $00.00%0 -41,638-100.0% -$210.60万 清仓
RSP INVESCO EXCHANGE TRADED FD T $00.00%0 —— — 申报中断
IWY ISHARES TR $00.00%0 —— — 申报中断
BKLN INVESCO EXCH TRADED FD TR II $00.00%0 -77,682-100.0% -$163.13万 清仓
VRIG INVESCO ACTIVELY MANAGED EXC $00.00%0 -57,964-100.0% -$145.49万 清仓
DRSK ETF SER SOLUTIONS $00.00%0 —— — 申报中断
VB VANGUARD INDEX FDS $00.00%0 —— — 申报中断
UPSD ETF SER SOLUTIONS $00.00%0 —— — 申报中断
OSCV ETF SER SOLUTIONS $00.00%0 —— — 申报中断
ADME ETF SER SOLUTIONS $00.00%0 —— — 申报中断
FALN ISHARES TR $00.00%0 -39,827-100.0% -$108.73万 清仓
IDUB ETF SER SOLUTIONS $00.00%0 —— — 申报中断
DUBS ETF SER SOLUTIONS $00.00%0 —— — 申报中断
IWX ISHARES TR $00.00%0 —— — 申报中断
QQQM INVESCO EXCH TRADED FD TR II $00.00%0 —— — 申报中断
IVV ISHARES TR $00.00%0 —— — 申报中断
PCY INVESCO EXCH TRADED FD TR II $00.00%0 -31,243-100.0% -$67.67万 清仓
JUCY ETF SER SOLUTIONS $00.00%0 —— — 申报中断
DFUS DIMENSIONAL ETF TRUST $00.00%0 —— — 申报中断
IWF ISHARES TR $00.00%0 —— — 申报中断
SCHP SCHWAB STRATEGIC TR $00.00%0 —— — 申报中断
MMM 3M CO $00.00%0 —— — 申报中断
LOW LOWES COS INC $00.00%0 -1,851-100.0% -$44.63万 清仓
DFAX DIMENSIONAL ETF TRUST $00.00%0 —— — 申报中断
IVW ISHARES TR $00.00%0 —— — 申报中断
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 -1,081-100.0% -$37.90万 清仓
IWD ISHARES TR $00.00%0 —— — 申报中断
GOOG ALPHABET INC $00.00%0 —— — 申报中断
DVN DEVON ENERGY CORP NEW $00.00%0 -9,728-100.0% -$35.63万 清仓
DYNF BLACKROCK ETF TRUST $00.00%0 —— — 申报中断
SHW SHERWIN WILLIAMS CO $00.00%0 -1,027-100.0% -$33.29万 清仓
IWS ISHARES TR $00.00%0 —— — 申报中断
EFV ISHARES TR $00.00%0 —— — 申报中断
SECT NORTHERN LTS FD TR IV $00.00%0 -4,060-100.0% -$26.20万 清仓
QUAL ISHARES TR $00.00%0 —— — 申报中断
VGLT VANGUARD SCOTTSDALE FDS $00.00%0 —— — 申报中断
IVE ISHARES TR $00.00%0 —— — 申报中断
EFG ISHARES TR $00.00%0 —— — 申报中断
MSMR ETF SER SOLUTIONS $00.00%0 -6,707-100.0% -$23.36万 清仓
SCHD SCHWAB STRATEGIC TR $00.00%0 —— — 申报中断
BSX BOSTON SCIENTIFIC CORP $20.39万0.50%3,250 -214-6.2% -$1.34万 减仓
HIG HARTFORD INSURANCE GROUP INC $22.78万0.56%1,685 100.6% $1,352 加仓
SSUS STRATEGY SHS $23.04万0.57%4,936 -959-16.3% -$4.48万 减仓
AZO AUTOZONE INC $23.31万0.57%69 69— $23.31万 新建仓
CAT CATERPILLAR INC $24.11万0.59%340 340— $24.11万 新建仓
IEMG ISHARES INC $24.92万0.61%3,573 -89-2.4% -$6,208 减仓
WFC WELLS FARGO & CO $27.11万0.66%3,405 -13-0.4% -$1,035 减仓
ROP ROPER TECHNOLOGIES INC $30.47万0.75%861 -443-34.0% -$15.68万 减仓
PGF INVESCO EXCHANGE TRADED FD T $30.60万0.75%22,242 5,95536.6% $8.19万 加仓
CTAS CINTAS CORP $31.45万0.77%1,859 1096.2% $1.84万 加仓
SPGI S&P GLOBAL INC $31.57万0.77%742 669.8% $2.81万 加仓
UNH UNITEDHEALTH GROUP INC $33.22万0.81%1,228 -43-3.4% -$1.16万 减仓
SYK STRYKER CORPORATION $33.46万0.82%1,018 333.4% $1.08万 加仓
PHM PULTE GROUP INC $33.58万0.82%2,855 702.5% $8,233 加仓
ICLO INVESCO ACTIVELY MANAGED EXC $33.69万0.83%13,206 13,206— $33.69万 新建仓
BR BROADRIDGE FINL SOLUTIONS IN $34.92万0.86%2,149 -504-19.0% -$8.19万 减仓
TMO THERMO FISHER SCIENTIFIC INC $35.15万0.86%715 192.7% $9,339 加仓
ACN ACCENTURE PLC IRELAND $35.24万0.86%1,777 533.1% $1.05万 加仓
SCHW SCHWAB CHARLES CORP $35.52万0.87%3,779 3,779— $35.52万 新建仓
PG PROCTER & GAMBLE CO $35.54万0.87%2,461 261.1% $3,755 加仓
CPRT COPART INC $37.30万0.91%11,235 -6,219-35.6% -$20.65万 减仓
CHE CHEMED CORP NEW $38.16万0.94%1,010 -374-27.0% -$14.13万 减仓
UBER UBER TECHNOLOGIES INC $39.16万0.96%5,444 2294.4% $1.65万 加仓
CRWD CROWDSTRIKE HLDGS INC $40.21万0.99%1,030 313.1% $1.21万 加仓
LIN LINDE PLC $41.16万1.01%830 -147-15.0% -$7.29万 减仓
NOW SERVICENOW INC $41.40万1.02%3,960 -355-8.2% -$3.71万 减仓
PGR PROGRESSIVE CORP $41.79万1.03%2,108 -651-23.6% -$12.91万 减仓
AMT AMERICAN TOWER CORP $42.23万1.04%2,447 -932-27.6% -$16.09万 减仓
NEE NEXTERA ENERGY INC $44.56万1.09%4,798 430.9% $3,993 加仓
ISRG INTUITIVE SURGICAL INC $46.24万1.13%1,003 181.8% $8,298 加仓
AMD ADVANCED MICRO DEVICES INC $46.73万1.15%2,297 2,297— $46.73万 新建仓
MSI MOTOROLA SOLUTIONS INC $46.84万1.15%1,079 -43-3.8% -$1.87万 减仓
APH AMPHENOL CORP $47.18万1.16%3,734 3,734— $47.18万 新建仓
VWO VANGUARD INTL EQUITY INDEX F $50.53万1.24%9,348 -9,513-50.4% -$51.42万 减仓
NFLX NETFLIX INC. $50.71万1.24%5,274 2324.6% $2.23万 加仓
FRDM EA SERIES TRUST $51.79万1.27%9,476 -11,075-53.9% -$60.53万 减仓
FANG DIAMONDBACK ENERGY INC $53.77万1.32%2,718 -1,412-34.2% -$27.93万 减仓
V VISA INC $54.43万1.33%1,801 -509-22.0% -$15.38万 减仓
LLY ELI LILLY & CO $57.70万1.42%627 -28-4.3% -$2.58万 减仓
XHLF BONDBLOXX ETF TRUST $60.26万1.48%11,972 6,657125.2% $33.50万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $63.54万1.56%1,326 25123.3% $12.03万 加仓
PWR QUANTA SVCS INC $64.79万1.59%1,180 -554-31.9% -$30.42万 减仓
— EXXON MOBIL CORP $65.19万1.60%3,842 -997-20.6% -$16.92万 减仓
META META PLATFORMS INC $67.38万1.65%1,178 211.8% $1.20万 加仓
AVGO BROADCOM INC $70.73万1.73%2,285 663.0% $2.04万 加仓
WMT WALMART INC $72.61万1.78%5,843 -1,901-24.5% -$23.62万 减仓
TSLA TESLA INC $72.86万1.79%1,960 221.1% $8,178 加仓
JPM JPMORGAN CHASE & CO $92.77万2.28%3,154 -546-14.8% -$16.06万 减仓
DMBS DOUBLELINE ETF TRUST $125.78万3.08%25,472 6,68735.6% $33.02万 加仓
GOOGL ALPHABET INC $126.48万3.10%4,398 -143-3.1% -$4.11万 减仓
AMZN AMAZON COM INC $146.60万3.60%7,039 -743-9.5% -$15.47万 减仓
MSFT MICROSOFT CORP $160.25万3.93%4,329 -122-2.7% -$4.52万 减仓
VEA VANGUARD TAX-MANAGED FDS $229.94万5.64%35,884 -36,598-50.5% -$234.52万 减仓
AAPL APPLE INC $249.85万6.13%9,845 5586.0% $14.16万 加仓
BKAG BNY MELLON ETF TRUST $268.13万6.58%63,538 16,70635.7% $70.50万 加仓
NVDA NVIDIA CORPORATION $284.49万6.98%16,312 -1,282-7.3% -$22.36万 减仓