WESTBOURNE INVESTMENTS, INC.
ALEXANDRIA VA · SEC CIK 0000932929
$2.45亿2026Q2 申报市值
149持仓数
35.0%前十大占比 · 第一大 6.7%
23 / 20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
CARR 新建仓+$322.52万
GNRC 新建仓+$200.14万
T 加仓+$191.07万
DE 新建仓+$155.03万
EXEL 新建仓+$126.91万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$562.95万
UNH 重新持有-$434.54万
INTU 清仓-$258.52万
OKE 清仓-$217.13万
IBM 清仓-$180.90万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| O | REALTY INCOME CORP | $91.39万 | 0.37% | 14,750 | 600 | 4.2% | $3.72万 | 加仓 |
| NOW | SERVICENOW INC | $93.22万 | 0.38% | 9,390 | 9,390 | — | $93.22万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $97.74万 | 0.40% | 28,078 | -1,700 | -5.7% | -$5.92万 | 减仓 |
| KO | COCA COLA CO | $104.92万 | 0.43% | 12,910 | 2,950 | 29.6% | $23.97万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $108.04万 | 0.44% | 21,543 | -15 | -0.1% | -$752 | 减仓 |
| OKLO | OKLO INC | $110.93万 | 0.45% | 21,198 | 21,198 | — | $110.93万 | 新建仓 |
| NFLX | NETFLIX INC. | $116.10万 | 0.47% | 16,260 | -4,900 | -23.2% | -$34.99万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $116.20万 | 0.47% | 24,370 | 24,370 | — | $116.20万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $116.85万 | 0.48% | 4,849 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $120.30万 | 0.49% | 7,665 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $124.48万 | 0.51% | 2,506 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $125.50万 | 0.51% | 13,221 | 11 | 0.1% | $1,044 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $126.30万 | 0.52% | 49,354 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $126.91万 | 0.52% | 23,325 | 23,325 | — | $126.91万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $129.77万 | 0.53% | 3,507 | -10 | -0.3% | -$3,700 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $135.31万 | 0.55% | 11,598 | -678 | -5.5% | -$7.91万 | 减仓 |
| MO | ALTRIA GROUP INC | $142.05万 | 0.58% | 19,743 | -2,586 | -11.6% | -$18.61万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $142.94万 | 0.58% | 33,760 | -1,395 | -4.0% | -$5.91万 | 减仓 |
| WM | WASTE MGMT INC DEL | $143.18万 | 0.58% | 6,424 | 30 | 0.5% | $6,686 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $146.15万 | 0.60% | 3,675 | -1,050 | -22.2% | -$41.76万 | 减仓 |
| — | EXXON MOBIL CORP | $147.33万 | 0.60% | 10,776 | -800 | -6.9% | -$10.94万 | 减仓 |
| CME | CME GROUP INC | $148.93万 | 0.61% | 6,744 | -500 | -6.9% | -$11.04万 | 减仓 |
| ABBV | ABBVIE INC | $149.85万 | 0.61% | 5,955 | 900 | 17.8% | $22.65万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $150.46万 | 0.61% | 9,521 | -170 | -1.8% | -$2.69万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $151.61万 | 0.62% | 6,629 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $154.09万 | 0.63% | 53,207 | -1,330 | -2.4% | -$3.85万 | 减仓 |
| DE | DEERE & CO | $155.03万 | 0.63% | 2,444 | 2,444 | — | $155.03万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $162.48万 | 0.66% | 51,240 | -1,434 | -2.7% | -$4.55万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $167.94万 | 0.68% | 57,065 | -2,492 | -4.2% | -$7.33万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $181.54万 | 0.74% | 2,431 | 4 | 0.2% | $2,987 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $182.21万 | 0.74% | 4,223 | 2,523 | 148.4% | $108.86万 | 加仓 |
| MGK | VANGUARD WORLD FD | $185.71万 | 0.76% | 21,125 | 230 | 1.1% | $2.02万 | 加仓 |
| ENB | ENBRIDGE INC | $190.64万 | 0.78% | 35,167 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $199.50万 | 0.81% | 3,819 | -41 | -1.1% | -$2.14万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $200.14万 | 0.82% | 6,835 | 6,835 | — | $200.14万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $241.94万 | 0.99% | 71,495 | -8,858 | -11.0% | -$29.98万 | 减仓 |
| IYW | ISHARES TR | $242.59万 | 0.99% | 9,618 | 230 | 2.4% | $5.80万 | 加仓 |
| GOOG | ALPHABET INC | $255.39万 | 1.04% | 7,228 | -132 | -1.8% | -$4.66万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $269.61万 | 1.10% | 4,675 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $273.99万 | 1.12% | 64,758 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $279.89万 | 1.14% | 2,992 | -75 | -2.4% | -$7.02万 | 减仓 |
| QCOM | QUALCOMM INC | $295.66万 | 1.21% | 16,000 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $296.04万 | 1.21% | 52,415 | -3,550 | -6.3% | -$20.05万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $297.10万 | 1.21% | 10,758 | 1,353 | 14.4% | $37.37万 | 加仓 |
| PFE | PFIZER INC | $304.17万 | 1.24% | 126,317 | 725 | 0.6% | $1.75万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $308.44万 | 1.26% | 35,807 | 65 | 0.2% | $5,599 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $322.52万 | 1.32% | 43,970 | 43,970 | — | $322.52万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $325.01万 | 1.33% | 45,040 | 9,185 | 25.6% | $66.28万 | 加仓 |
| T | AT&T INC | $337.44万 | 1.38% | 163,014 | 92,305 | 130.5% | $191.07万 | 加仓 |
| FVCB | FVCBANKCORP INC | $345.83万 | 1.41% | 197,620 | -12,748 | -6.1% | -$22.31万 | 减仓 |
| V | VISA INC | $346.69万 | 1.41% | 10,105 | 200 | 2.0% | $6.86万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $349.04万 | 1.42% | 6,975 | -75 | -1.1% | -$3.75万 | 减仓 |
| GLD | SPDR GOLD TR | $359.94万 | 1.47% | 9,771 | -75 | -0.8% | -$2.76万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $369.56万 | 1.51% | 60,130 | -565 | -0.9% | -$3.47万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $375.60万 | 1.53% | 3,840 | -125 | -3.2% | -$12.23万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $398.21万 | 1.62% | 5,798 | 22 | 0.4% | $1.51万 | 加仓 |
| VST | VISTRA CORP | $435.44万 | 1.78% | 27,450 | 400 | 1.5% | $6.35万 | 加仓 |
| C | CITIGROUP INC | $440.82万 | 1.80% | 31,496 | 1,272 | 4.2% | $17.80万 | 加仓 |
| LLY | ELI LILLY & CO | $464.06万 | 1.89% | 3,869 | 272 | 7.6% | $32.62万 | 加仓 |
| META | META PLATFORMS INC | $521.04万 | 2.12% | 9,250 | 432 | 4.9% | $24.33万 | 加仓 |
| MSFT | MICROSOFT CORP | $543.30万 | 2.22% | 14,565 | -953 | -6.1% | -$35.55万 | 减仓 |
| AMZN | AMAZON COM INC | $703.46万 | 2.87% | 29,515 | 779 | 2.7% | $18.57万 | 加仓 |
| AAPL | APPLE INC | $708.15万 | 2.89% | 24,473 | 917 | 3.9% | $26.53万 | 加仓 |
| BIL | SPDR SERIES TRUST | $742.93万 | 3.03% | 81,070 | 1,300 | 1.6% | $11.91万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $841.07万 | 3.43% | 25,120 | 850 | 3.5% | $28.46万 | 加仓 |
| GOOGL | ALPHABET INC | $846.54万 | 3.45% | 23,688 | 279 | 1.2% | $9.97万 | 加仓 |
| GE | GE AEROSPACE | $1,016.47万 | 4.14% | 27,198 | -5 | -0.0% | -$1,869 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,020.04万 | 4.16% | 50,979 | -755 | -1.5% | -$15.11万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,652.37万 | 6.74% | 14,315 | -4,877 | -25.4% | -$562.95万 | 减仓 |