WESTBOURNE INVESTMENTS, INC.
ALEXANDRIA VA · SEC CIK 0000932929
$2.10亿2026Q1 申报市值
141持仓数
31.4%前十大占比 · 第一大 4.3%
21 / 16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
VOO 新建仓+$345.14万
INTU 新建仓+$258.52万
UBER 新建仓+$257.90万
AUB 加仓+$183.20万
VZ 新建仓+$176.48万
2026Q1 卖出最多 按季末市值估算
DELL 减仓-$508.66万
QCOM 减仓-$412.10万
CVX 清仓-$249.06万
NBIS 重新持有-$172.36万
FDX 清仓-$146.89万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $90.82万 | 0.43% | 29,778 | -15 | -0.1% | -$458 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $91.67万 | 0.44% | 4,849 | 3,449 | 246.4% | $65.20万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $97.59万 | 0.46% | 9,405 | -16,611 | -63.8% | -$172.36万 | 重新持有 |
| VT | VANGUARD INTL EQUITY INDEX F | $106.02万 | 0.50% | 7,665 | 15 | 0.2% | $2,075 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $108.05万 | 0.51% | 21,558 | 1,711 | 8.6% | $8.58万 | 加仓 |
| ABBV | ABBVIE INC | $109.94万 | 0.52% | 5,055 | -100 | -1.9% | -$2.17万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $111.90万 | 0.53% | 2,506 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $112.83万 | 0.54% | 3,517 | -40 | -1.1% | -$1.28万 | 减仓 |
| RIO | RIO TINTO PLC | $123.24万 | 0.59% | 13,210 | 6,060 | 84.8% | $56.53万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $126.91万 | 0.60% | 17,830 | 17,830 | — | $126.91万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $136.89万 | 0.65% | 54,537 | 316 | 0.6% | $7,932 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $143.52万 | 0.68% | 9,691 | 65 | 0.7% | $9,626 | 加仓 |
| WM | WASTE MGMT INC DEL | $146.92万 | 0.70% | 6,394 | 322 | 5.3% | $7.40万 | 加仓 |
| MO | ALTRIA GROUP INC | $147.35万 | 0.70% | 22,329 | 5,068 | 29.4% | $33.44万 | 加仓 |
| MDT | MEDTRONIC PLC | $150.90万 | 0.72% | 17,415 | -185 | -1.1% | -$1.60万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $152.70万 | 0.73% | 59,557 | -1,100 | -1.8% | -$2.82万 | 减仓 |
| MGK | VANGUARD WORLD FD | $153.55万 | 0.73% | 4,179 | -40 | -0.9% | -$1.47万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $157.84万 | 0.75% | 2,427 | 27 | 1.1% | $1.76万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $161.60万 | 0.77% | 52,674 | 1,493 | 2.9% | $4.58万 | 加仓 |
| IYW | ISHARES TR | $170.32万 | 0.81% | 9,388 | -99 | -1.0% | -$1.80万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $176.48万 | 0.84% | 35,155 | 35,155 | — | $176.48万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $178.79万 | 0.85% | 3,860 | -21 | -0.5% | -$9,727 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $179.57万 | 0.85% | 12,276 | -238 | -1.9% | -$3.48万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $180.90万 | 0.86% | 7,463 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $190.39万 | 0.91% | 35,167 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $196.40万 | 0.93% | 11,576 | -81 | -0.7% | -$1.37万 | 减仓 |
| NFLX | NETFLIX INC. | $203.45万 | 0.97% | 21,160 | 950 | 4.7% | $9.13万 | 加仓 |
| T | AT&T INC | $204.99万 | 0.97% | 70,709 | 60,565 | 597.1% | $175.58万 | 加仓 |
| QCOM | QUALCOMM INC | $206.05万 | 0.98% | 16,000 | -32,000 | -66.7% | -$412.10万 | 减仓 |
| GOOG | ALPHABET INC | $211.13万 | 1.00% | 7,360 | -1,055 | -12.5% | -$30.26万 | 减仓 |
| CME | CME GROUP INC | $213.95万 | 1.02% | 7,244 | 1,000 | 16.0% | $29.53万 | 加仓 |
| OKE | ONEOK INC NEW | $217.13万 | 1.03% | 24,021 | 346 | 1.5% | $3.13万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $217.82万 | 1.04% | 4,725 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $231.45万 | 1.10% | 64,758 | 51,258 | 379.7% | $183.20万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $234.07万 | 1.11% | 80,353 | 1,821 | 2.3% | $5.30万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $257.90万 | 1.23% | 35,855 | 35,855 | — | $257.90万 | 新建仓 |
| INTU | INTUIT | $258.52万 | 1.23% | 5,979 | 5,979 | — | $258.52万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $260.20万 | 1.24% | 5,957 | -60 | -1.0% | -$2.62万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $275.21万 | 1.31% | 4,675 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $299.37万 | 1.42% | 9,905 | -60 | -0.6% | -$1.81万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $305.61万 | 1.45% | 3,067 | 25 | 0.8% | $2.49万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $317.21万 | 1.51% | 55,965 | 7,635 | 15.8% | $43.28万 | 加仓 |
| FVCB | FVCBANKCORP INC | $319.55万 | 1.52% | 210,368 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $330.84万 | 1.57% | 3,597 | -5 | -0.1% | -$4,599 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $336.98万 | 1.60% | 60,695 | 2,386 | 4.1% | $13.25万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $337.85万 | 1.61% | 7,050 | 5 | 0.1% | $2,396 | 加仓 |
| C | CITIGROUP INC | $342.77万 | 1.63% | 30,224 | -136 | -0.4% | -$1.54万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $345.14万 | 1.64% | 5,776 | 5,776 | — | $345.14万 | 新建仓 |
| PFE | PFIZER INC | $352.66万 | 1.68% | 125,592 | -1,207 | -1.0% | -$3.39万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $354.96万 | 1.69% | 3,965 | -15 | -0.4% | -$1.34万 | 减仓 |
| VST | VISTRA CORP | $406.64万 | 1.93% | 27,050 | 6,383 | 30.9% | $95.96万 | 加仓 |
| GLD | SPDR GOLD TR | $423.66万 | 2.01% | 9,846 | -25 | -0.3% | -$1.08万 | 减仓 |
| META | META PLATFORMS INC | $504.50万 | 2.40% | 8,818 | -6 | -0.1% | -$3,433 | 减仓 |
| MSFT | MICROSOFT CORP | $574.43万 | 2.73% | 15,518 | 1,160 | 8.1% | $42.94万 | 加仓 |
| AAPL | APPLE INC | $597.82万 | 2.84% | 23,556 | -156 | -0.7% | -$3.96万 | 减仓 |
| AMZN | AMAZON COM INC | $598.48万 | 2.85% | 28,736 | -906 | -3.1% | -$18.87万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $608.16万 | 2.89% | 24,270 | -35 | -0.1% | -$8,770 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $648.38万 | 3.08% | 19,192 | -200 | -1.0% | -$6.76万 | 减仓 |
| GOOGL | ALPHABET INC | $673.15万 | 3.20% | 23,409 | 523 | 2.3% | $15.04万 | 加仓 |
| BIL | SPDR SERIES TRUST | $731.01万 | 3.48% | 79,770 | 16,640 | 26.4% | $152.49万 | 加仓 |
| GE | GE AEROSPACE | $771.94万 | 3.67% | 27,203 | -1,573 | -5.5% | -$44.64万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $902.24万 | 4.29% | 51,734 | 339 | 0.7% | $5.91万 | 加仓 |