Tailwinds Wealth, LLC
VADNAIS HEIGHTS MN · SEC CIK 0002109222
$1.69亿2026Q2 申报市值
89持仓数
46.6%前十大占比 · 第一大 12.6%
3 / 4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
SPYM 重新持有+$1,520.45万
VEA 加仓+$934.56万
BKAG 加仓+$530.20万
ACIO 加仓+$510.83万
DRSK 重新持有+$440.43万
2026Q2 卖出最多 按季末市值估算
GTO 重新持有-$532.01万
AGG 重新持有-$298.94万
GOVI 重新持有-$251.27万
ACN 清仓-$35.24万
ICLO 清仓-$33.69万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $2,127.05万 | 12.57% | 242,040 | 173,014 | 250.7% | $1,520.45万 | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,190.24万 | 7.03% | 167,051 | 131,167 | 365.5% | $934.56万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $932.68万 | 5.51% | 202,141 | 110,713 | 121.1% | $510.83万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $796.74万 | 4.71% | 189,927 | 126,389 | 198.9% | $530.20万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $585.47万 | 3.46% | 203,643 | 153,194 | 303.7% | $440.43万 | 重新持有 |
| RSP | INVESCO EXCHANGE TRADED FD T | $530.38万 | 3.13% | 24,927 | 14,589 | 141.1% | $310.41万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $483.09万 | 2.85% | 24,144 | 7,832 | 48.0% | $156.71万 | 加仓 |
| AAPL | APPLE INC | $448.65万 | 2.65% | 15,505 | 5,660 | 57.5% | $163.78万 | 加仓 |
| UPSD | ETF SER SOLUTIONS | $418.38万 | 2.47% | 148,361 | 100,897 | 212.6% | $284.53万 | 重新持有 |
| DMBS | DOUBLELINE ETF TRUST | $374.49万 | 2.21% | 76,288 | 50,816 | 199.5% | $249.45万 | 加仓 |
| VB | VANGUARD INDEX FDS | $345.95万 | 2.04% | 11,413 | 6,278 | 122.3% | $190.30万 | 重新持有 |
| OSCV | ETF SER SOLUTIONS | $333.89万 | 1.97% | 79,140 | 47,301 | 148.6% | $199.56万 | 重新持有 |
| ADME | ETF SER SOLUTIONS | $313.64万 | 1.85% | 56,363 | 34,119 | 153.4% | $189.86万 | 重新持有 |
| MSFT | MICROSOFT CORP | $300.70万 | 1.78% | 8,061 | 3,732 | 86.2% | $139.22万 | 加仓 |
| FRDM | EA SERIES TRUST | $282.17万 | 1.67% | 38,706 | 29,230 | 308.5% | $213.09万 | 加仓 |
| AMZN | AMAZON COM INC | $278.31万 | 1.64% | 11,677 | 4,638 | 65.9% | $110.54万 | 加仓 |
| DUBS | ETF SER SOLUTIONS | $266.14万 | 1.57% | 63,907 | 37,928 | 146.0% | $157.95万 | 重新持有 |
| VWO | VANGUARD INTL EQUITY INDEX F | $265.31万 | 1.57% | 44,447 | 35,099 | 375.5% | $209.51万 | 加仓 |
| IDUB | ETF SER SOLUTIONS | $262.81万 | 1.55% | 95,619 | 51,311 | 115.8% | $141.03万 | 重新持有 |
| AVGO | BROADCOM INC | $246.15万 | 1.45% | 6,517 | 4,232 | 185.2% | $159.85万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $236.67万 | 1.40% | 107,674 | 80,743 | 299.8% | $177.47万 | 重新持有 |
| GOOGL | ALPHABET INC | $228.73万 | 1.35% | 6,400 | 2,002 | 45.5% | $71.55万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $210.65万 | 1.24% | 6,952 | 3,848 | 124.0% | $116.60万 | 重新持有 |
| SCHP | SCHWAB STRATEGIC TR | $209.27万 | 1.24% | 78,969 | 59,290 | 301.3% | $157.12万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $198.79万 | 1.17% | 3,422 | 1,125 | 49.0% | $65.35万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $176.72万 | 1.04% | 5,398 | 2,244 | 71.1% | $73.46万 | 加仓 |
| IWY | ISHARES TR | $163.24万 | 0.96% | 5,617 | -346 | -5.8% | -$10.06万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $149.12万 | 0.88% | 1,954 | 924 | 89.7% | $70.51万 | 加仓 |
| APH | AMPHENOL CORP | $143.66万 | 0.85% | 8,147 | 4,413 | 118.2% | $77.81万 | 加仓 |
| PGR | PROGRESSIVE CORP | $136.43万 | 0.81% | 6,245 | 4,137 | 196.3% | $90.37万 | 加仓 |
| TSLA | TESLA INC | $134.13万 | 0.79% | 3,189 | 1,229 | 62.7% | $51.69万 | 加仓 |
| V | VISA INC | $134.11万 | 0.79% | 3,908 | 2,107 | 117.0% | $72.30万 | 加仓 |
| LLY | ELI LILLY & CO | $130.54万 | 0.77% | 1,088 | 461 | 73.5% | $55.31万 | 加仓 |
| CHE | CHEMED CORP NEW | $129.48万 | 0.76% | 2,780 | 1,770 | 175.2% | $82.44万 | 加仓 |
| WMT | WALMART INC | $127.87万 | 0.76% | 11,290 | 5,447 | 93.2% | $61.69万 | 加仓 |
| PWR | QUANTA SVCS INC | $126.80万 | 0.75% | 1,761 | 581 | 49.2% | $41.83万 | 加仓 |
| NOW | SERVICENOW INC | $121.67万 | 0.72% | 12,255 | 8,295 | 209.5% | $82.35万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $119.69万 | 0.71% | 2,392 | 1,066 | 80.4% | $53.34万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $110.05万 | 0.65% | 2,648 | 1,420 | 115.6% | $59.02万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $107.20万 | 0.63% | 6,098 | 3,380 | 124.4% | $59.42万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $105.20万 | 0.62% | 6,432 | 3,985 | 162.9% | $65.18万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $102.81万 | 0.61% | 20,439 | 8,467 | 70.7% | $42.59万 | 加仓 |
| CPRT | COPART INC | $101.91万 | 0.60% | 36,150 | 24,915 | 221.8% | $70.24万 | 加仓 |
| IWX | ISHARES TR | $100.39万 | 0.59% | 9,547 | -531 | -5.3% | -$5.58万 | 重新持有 |
| META | META PLATFORMS INC | $98.79万 | 0.58% | 1,754 | 576 | 48.9% | $32.44万 | 加仓 |
| PHM | PULTE GROUP INC | $97.87万 | 0.58% | 7,133 | 4,278 | 149.8% | $58.70万 | 加仓 |
| — | EXXON MOBIL CORP | $95.56万 | 0.56% | 6,990 | 3,148 | 81.9% | $43.04万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $94.14万 | 0.56% | 17,060 | 12,682 | 289.7% | $69.98万 | 重新持有 |
| PGF | INVESCO EXCHANGE TRADED FD T | $92.00万 | 0.54% | 67,104 | 44,862 | 201.7% | $61.51万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $91.07万 | 0.54% | 6,211 | 3,750 | 152.4% | $54.99万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $89.61万 | 0.53% | 10,210 | 5,412 | 112.8% | $47.50万 | 加仓 |
| LIN | LINDE PLC | $89.43万 | 0.53% | 1,723 | 893 | 107.6% | $46.35万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $88.84万 | 0.52% | 12,311 | 6,867 | 126.1% | $49.55万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $88.34万 | 0.52% | 1,762 | 1,047 | 146.4% | $52.49万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $87.60万 | 0.52% | 9,493 | 5,714 | 151.2% | $52.73万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $87.22万 | 0.52% | 2,100 | 1,021 | 94.6% | $42.41万 | 加仓 |
| CTAS | CINTAS CORP | $84.67万 | 0.50% | 4,978 | 3,119 | 167.8% | $53.05万 | 加仓 |
| SPGI | S&P GLOBAL INC | $84.23万 | 0.50% | 2,068 | 1,326 | 178.7% | $54.01万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $84.06万 | 0.50% | 2,484 | 1,623 | 188.5% | $54.92万 | 加仓 |
| SYK | STRYKER CORPORATION | $84.01万 | 0.50% | 2,668 | 1,650 | 162.1% | $51.96万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $80.89万 | 0.48% | 2,034 | 1,031 | 102.8% | $41.00万 | 加仓 |
| IVV | ISHARES TR | $80.17万 | 0.47% | 1,070 | 41 | 4.0% | $3.07万 | 重新持有 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $77.14万 | 0.46% | 5,633 | 3,484 | 162.1% | $47.71万 | 加仓 |
| NFLX | NETFLIX INC. | $76.24万 | 0.45% | 10,678 | 5,404 | 102.5% | $38.58万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $65.71万 | 0.39% | 8,019 | -1 | -0.0% | -$82 | 重新持有 |
| IWF | ISHARES TR | $52.81万 | 0.31% | 4,253 | 3,135 | 280.4% | $38.93万 | 重新持有 |
| AZO | AUTOZONE INC | $51.77万 | 0.31% | 162 | 93 | 134.8% | $29.72万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $48.89万 | 0.29% | 1,480 | 1,480 | — | $48.89万 | 新建仓 |
| AGG | ISHARES TR | $48.81万 | 0.29% | 4,932 | -30,206 | -86.0% | -$298.94万 | 重新持有 |
| CAT | CATERPILLAR INC | $47.95万 | 0.28% | 450 | 110 | 32.4% | $11.72万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $47.79万 | 0.28% | 10,195 | -113,502 | -91.8% | -$532.01万 | 重新持有 |
| DFAX | DIMENSIONAL ETF TRUST | $44.71万 | 0.26% | 12,137 | -633 | -5.0% | -$2.33万 | 重新持有 |
| IVW | ISHARES TR | $44.08万 | 0.26% | 3,205 | -136 | -4.1% | -$1.87万 | 重新持有 |
| IWD | ISHARES TR | $43.06万 | 0.25% | 1,776 | 0 | 0.0% | — | 重新持有 |
| GOVI | INVESCO EXCH TRADED FD TR II | $38.27万 | 0.23% | 14,094 | -92,546 | -86.8% | -$251.27万 | 重新持有 |
| DYNF | BLACKROCK ETF TRUST | $33.30万 | 0.20% | 4,897 | -698 | -12.5% | -$4.75万 | 重新持有 |
| GOOG | ALPHABET INC | $31.70万 | 0.19% | 897 | -287 | -24.2% | -$10.14万 | 重新持有 |
| IWS | ISHARES TR | $31.57万 | 0.19% | 1,919 | -183 | -8.7% | -$3.01万 | 重新持有 |
| WFC | WELLS FARGO & CO | $27.58万 | 0.16% | 3,337 | -68 | -2.0% | -$5,619 | 减仓 |
| EFV | ISHARES TR | $25.69万 | 0.15% | 3,356 | -598 | -15.1% | -$4.58万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $24.31万 | 0.14% | 354 | 354 | — | $24.31万 | 新建仓 |
| IVE | ISHARES TR | $24.23万 | 0.14% | 1,067 | -77 | -6.7% | -$1.75万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $23.78万 | 0.14% | 206 | 206 | — | $23.78万 | 新建仓 |
| IEMG | ISHARES INC | $23.64万 | 0.14% | 2,854 | -719 | -20.1% | -$5.96万 | 减仓 |
| QUAL | ISHARES TR | $23.12万 | 0.14% | 1,055 | -189 | -15.2% | -$4.14万 | 重新持有 |
| EFG | ISHARES TR | $23.10万 | 0.14% | 1,857 | -209 | -10.1% | -$2.60万 | 重新持有 |
| HIG | HARTFORD INSURANCE GROUP INC | $22.42万 | 0.13% | 1,692 | 7 | 0.4% | $928 | 加仓 |
| MMM | 3M CO | $20.18万 | 0.12% | 1,246 | -1,792 | -59.0% | -$29.02万 | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $20.01万 | 0.12% | 6,309 | -1,480 | -19.0% | -$4.69万 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,777 | -100.0% | -$35.24万 | 清仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -13,206 | -100.0% | -$33.69万 | 清仓 |
| SSUS | STRATEGY SHS | $0 | 0.00% | 0 | -4,936 | -100.0% | -$23.04万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,250 | -100.0% | -$20.39万 | 清仓 |