13FBOX
Tradewinds, LLC. · 13F 持仓分析
期权收益计算器 机构排行

Tradewinds, LLC.

No.3870
最新持仓市值 (Q2 2026)
$5.81亿
环比变动 Q1 2026
+$2.71亿+87.3%
持仓股票数
215
新买入
116
加仓
45
减仓
54
清仓
54
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
VisaV
13.31%2.58%$7,739.9万22.6万股$799.4万2.4万股+20.1万股+826.03%加仓
DDELL TECHNOLOGIES INC CLASS CDELL
9.29%0.1%$5,400.4万12.5万股$31.8万1,514股+12.4万股+8,167.17%加仓
BBLOOM ENERGY CORP CLASS AFCNCB
7.61%0.29%$4,425.0万2.4万股$89.8万550股+2.4万股+4,294.00%加仓
万事达MA
4.79%0.08%$2,784.5万5.4万股$24.5万494股+5.4万股+10,866.40%加仓
RRBC BEARINGSRBC
3.98%$2,312.7万3.6万股$00股+3.6万股新买入
联合太平洋铁路UNP
3.54%0.25%$2,057.7万7.6万股$76.3万2,864股+7.3万股+2,541.45%加仓
IiShares安硕·MSCIQUAL
3.38%$1,962.4万9.0万股$00股+9.0万股新买入
CHUBB LIMITEDCB
2.99%0.08%$1,740.7万5.1万股$25.0万766股+5.0万股+6,563.97%加仓
AALPS ETF信托AMLP
2.13%$1,240.6万23.9万股$00股+23.9万股新买入
摩根大通JPM
2.01%3.57%$1,166.5万3.5万股$1,107.9万3.5万股-46股-0.13%减仓
埃克森美孚XOM
1.7%0.71%$985.9万7.2万股$219.4万1.4万股+5.8万股+401.02%加仓
礼来LLY
1.64%2.18%$950.9万7,686股$675.0万7,007股+679股+9.69%加仓
IiShares安硕信托ITOT
1.53%0.08%$889.0万5.4万股$26.3万1,665股+5.3万股+3,155.80%加仓
苹果AAPL
1.29%6.71%$747.5万2.6万股$2,082.9万7.4万股-4.8万股-65.21%减仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
1.19%$689.3万6.3万股$00股+6.3万股新买入
爱迪生联合电气ED
1.17%0.11%$679.6万6.1万股$35.4万3,205股+5.8万股+1,810.30%加仓
CienaCIEN
1.16%0.7%$672.6万1.4万股$218.1万4,075股+9,623股+236.15%加仓
PALO ALTOPANW
1.15%0.08%$669.1万2.0万股$25.1万1,387股+1.8万股+1,314.64%加仓
Meta平台META
1.04%0.3%$607.2万1.1万股$93.1万1,529股+9,256股+605.36%加仓
ROYAL BK CDA COMRY
0.98%0.49%$571.8万2.8万股$152.3万8,485股+1.9万股+225.54%加仓
WASTE MGMT DELWM
0.94%0.23%$544.8万2.4万股$71.1万3,108股+2.1万股+686.10%加仓
MCKESSON COMMCK
0.91%$530.9万7,022股$00股+7,022股新买入
江森自控JCI
0.89%$516.7万3.5万股$00股+3.5万股新买入
卡特彼勒CAT
0.88%2.2%$508.9万4,778股$684.1万7,689股-2,911股-37.86%减仓
高盛GS
0.86%0.07%$502.1万4,966股$22.0万238股+4,728股+1,986.55%加仓
IINVESCO S&P MIDCAP 400 PURE GROWTH ETFRFG
0.84%$487.2万7.5万股$00股+7.5万股新买入
METLIFE COMMET
0.82%$474.2万5.6万股$00股+5.6万股新买入
IiShares安硕信托MTUM
0.8%$467.3万1.4万股$00股+1.4万股新买入
J摩根大通交易所交易基金JMST
0.79%$457.6万9.0万股$00股+9.0万股新买入
V先锋领航·SMALLVBR
0.74%0.1%$428.3万1.8万股$30.0万1,295股+1.6万股+1,261.08%加仓
PPG工业PPG
0.73%0.11%$425.0万3.5万股$34.6万3,214股+3.2万股+992.94%加仓
VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE
0.72%$420.5万1.2万股$00股+1.2万股新买入
PPNC FINL SVCS COMVXF
0.64%$373.1万1.5万股$00股+1.5万股新买入
RRB GLOBALRBA
0.62%$360.8万3.1万股$00股+3.1万股新买入
S道富·EET SPDR S&P METALS & MINING ETFXME
0.61%$353.2万3.3万股$00股+3.3万股新买入
联合健康UNH
0.59%1.39%$340.7万8,190股$432.6万1.2万股-3,540股-30.18%减仓
IiShares安硕信托IJK
0.56%$323.8万2.7万股$00股+2.7万股新买入
博通AVGO
0.54%0.85%$313.6万6,010股$262.5万6,231股-221股-3.55%减仓
派克汉尼汾PH
0.53%$305.7万3,126股$00股+3,126股新买入
好市多COST
0.5%0.3%$291.8万3,121股$94.6万935股+2,186股+233.80%加仓
V先锋领航·MIDVO
0.49%0.08%$287.6万3.6万股$24.7万3,196股+3.2万股+1,011.11%加仓
V先锋领航·HEALTHVHT
0.49%0.12%$282.1万9,434股$37.0万1,363股+8,071股+592.15%加仓
INTERCONTINENTAL HOTELS GROUP SPONSORED ADSIHG
0.48%$280.8万1.6万股$00股+1.6万股新买入
艺康ECL
0.48%0.08%$279.0万1.0万股$24.3万951股+9,049股+951.52%加仓
FIRST CTZNS BANCSHARES DFCNCA
0.45%1.68%$258.9万1,244股$520.7万2,623股-1,379股-52.57%减仓
ONEOKOKE
0.44%$254.8万2.9万股$00股+2.9万股新买入
COINBASE GLOBALCOIN
0.41%0.07%$236.0万1.6万股$22.7万1,187股+1.5万股+1,261.84%加仓
V先锋领航指数基金VOO
0.39%$226.0万3,289股$00股+3,289股新买入
谷歌AGOOGL
0.39%2.17%$224.8万6,296股$674.3万1.7万股-1.1万股-63.99%减仓
AMERICAN WTR WKS NEWAWK
0.37%$214.3万1.6万股$00股+1.6万股新买入

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