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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | -16,341 | -100.0% | -$249.06万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -5,085 | -100.0% | -$146.89万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -8,240 | -100.0% | -$132.64万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -4,700 | -100.0% | -$124.51万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -13,800 | -100.0% | -$98.82万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -1,851 | -100.0% | -$60.59万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -3,750 | -100.0% | -$49.79万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -11,250 | -100.0% | -$48.99万 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -8,550 | -100.0% | -$45.12万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -4,300 | -100.0% | -$43.38万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MMS | MAXIMUS INC | $0 | 0.00% | 0 | -4,500 | -100.0% | -$38.84万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -2,200 | -100.0% | -$35.22万 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -4,400 | -100.0% | -$35.01万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -970 | -100.0% | -$31.26万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BXMT | BLACKSTONE MTG TR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BNS | BANK NOVA SCOTIA HALIFAX | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -500 | -100.0% | -$21.10万 | 清仓 |
| — | INVESTCORP CR MGMT BDC INC | $0 | 0.00% | 0 | -19,000 | -100.0% | -$5.13万 | 清仓 |
| RWT | REDWOOD TRUST INC | $5.61万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| PFLT | PENNANTPARK FLOATING RATE CA | $8.44万 | 0.04% | 10,500 | 0 | 0.0% | — | 不变 |
| JFR | NUVEEN FLOATING RATE INCOME | $8.76万 | 0.04% | 11,650 | 0 | 0.0% | — | 不变 |
| KREF | KKR REAL ESTATE FIN TR INC | $11.02万 | 0.05% | 18,000 | -25,900 | -59.0% | -$15.85万 | 减仓 |
| PMT | PENNYMAC MTG INVT TR | $14.90万 | 0.07% | 12,780 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL INC | $17.97万 | 0.09% | 11,400 | 11,400 | — | $17.97万 | 新建仓 |
| DGRO | ISHARES TR | $20.00万 | 0.10% | 2,850 | 2,850 | — | $20.00万 | 新建仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $20.75万 | 0.10% | 6,500 | -1,000 | -13.3% | -$3.19万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $20.84万 | 0.10% | 4,200 | 4,200 | — | $20.84万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $21.08万 | 0.10% | 4,485 | -700 | -13.5% | -$3.29万 | 重新持有 |
| XLY | SELECT SECTOR SPDR TR | $21.99万 | 0.10% | 2,018 | -10 | -0.5% | -$1,090 | 减仓 |
| SPYD | SPDR SERIES TRUST | $22.89万 | 0.11% | 5,030 | 38 | 0.8% | $1,730 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $23.01万 | 0.11% | 2,700 | -455 | -14.4% | -$3.88万 | 重新持有 |
| SGOV | ISHARES TR | $23.15万 | 0.11% | 2,300 | 50 | 2.2% | $5,033 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $23.25万 | 0.11% | 4,209 | 4,209 | — | $23.25万 | 新建仓 |
| VLUE | ISHARES TR | $23.33万 | 0.11% | 1,641 | 1,641 | — | $23.33万 | 新建仓 |
| EDIV | SPDR INDEX SHS FDS | $24.48万 | 0.12% | 6,200 | 6,200 | — | $24.48万 | 新建仓 |
| HYLB | DBX ETF TR | $24.73万 | 0.12% | 6,840 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $25.27万 | 0.12% | 3,324 | -634 | -16.0% | -$4.82万 | 减仓 |
| SLB | SLB LIMITED | $25.70万 | 0.12% | 5,000 | 5,000 | — | $25.70万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $25.72万 | 0.12% | 4,241 | -134 | -3.1% | -$8,127 | 减仓 |
| SMH | VANECK ETF TRUST | $25.88万 | 0.12% | 675 | -50 | -6.9% | -$1.92万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $26.44万 | 0.13% | 5,762 | 115 | 2.0% | $5,277 | 加仓 |
| MET | METLIFE INC | $26.85万 | 0.13% | 3,797 | 1 | 0.0% | $71 | 加仓 |
| IAUM | ISHARES GOLD TR | $26.98万 | 0.13% | 5,778 | -328 | -5.4% | -$1.53万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $27.01万 | 0.13% | 4,880 | 232 | 5.0% | $1.28万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $27.90万 | 0.13% | 1,700 | -30,991 | -94.8% | -$508.66万 | 减仓 |
| CRBG | COREBRIDGE FINL INC | $28.87万 | 0.14% | 12,100 | -7,425 | -38.0% | -$17.72万 | 减仓 |
| QQQ | INVESCO QQQ TR | $28.97万 | 0.14% | 502 | 502 | — | $28.97万 | 新建仓 |
| TGT | TARGET CORP | $29.71万 | 0.14% | 2,452 | 2,452 | — | $29.71万 | 新建仓 |
| — | ISHARES TR | $31.04万 | 0.15% | 13,883 | 3,171 | 29.6% | $7.09万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $31.39万 | 0.15% | 4,180 | -990 | -19.1% | -$7.43万 | 减仓 |
| APP | APPLOVIN CORP | $31.84万 | 0.15% | 800 | -200 | -20.0% | -$7.96万 | 减仓 |
| D | DOMINION ENERGY INC | $32.16万 | 0.15% | 5,202 | 1,100 | 26.8% | $6.80万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $32.29万 | 0.15% | 850 | -2,550 | -75.0% | -$96.87万 | 减仓 |
| CC | CHEMOURS CO | $32.91万 | 0.16% | 14,940 | 14,940 | — | $32.91万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $36.64万 | 0.17% | 6,475 | 2,400 | 58.9% | $13.58万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.01万 | 0.18% | 5,776 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $37.03万 | 0.18% | 1,136 | 1,136 | — | $37.03万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $38.63万 | 0.18% | 500 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $39.02万 | 0.19% | 658 | 658 | — | $39.02万 | 新建仓 |
| FDMO | FIDELITY COVINGTON TRUST | $39.35万 | 0.19% | 4,913 | -225 | -4.4% | -$1.80万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $40.62万 | 0.19% | 8,118 | 43 | 0.5% | $2,152 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $41.45万 | 0.20% | 490 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $44.26万 | 0.21% | 1,690 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $44.41万 | 0.21% | 6,457 | 1,003 | 18.4% | $6.90万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $44.49万 | 0.21% | 1,820 | 800 | 78.4% | $19.56万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $45.03万 | 0.21% | 16,100 | 16,100 | — | $45.03万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $46.12万 | 0.22% | 9,342 | -2,865 | -23.5% | -$14.15万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $46.22万 | 0.22% | 14,600 | 4,050 | 38.4% | $12.82万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $46.26万 | 0.22% | 16,609 | -998 | -5.7% | -$2.78万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $47.07万 | 0.22% | 7,288 | 949 | 15.0% | $6.13万 | 加仓 |
| SHEL | SHELL PLC | $47.43万 | 0.23% | 5,100 | 5,100 | — | $47.43万 | 新建仓 |
| AMLP | ALPS ETF TR | $48.05万 | 0.23% | 9,128 | 1,028 | 12.7% | $5.41万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $49.67万 | 0.24% | 4,480 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $50.08万 | 0.24% | 3,455 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $50.77万 | 0.24% | 9,423 | -997 | -9.6% | -$5.37万 | 减仓 |
| VO | VANGUARD INDEX FDS | $50.97万 | 0.24% | 1,775 | 2 | 0.1% | $574 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $51.63万 | 0.25% | 20,859 | 1,525 | 7.9% | $3.77万 | 加仓 |
| TBIL | RBB FD INC | $52.15万 | 0.25% | 10,460 | 10,460 | — | $52.15万 | 新建仓 |
| WMT | WALMART INC | $53.65万 | 0.26% | 4,317 | -1,000 | -18.8% | -$12.43万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $54.14万 | 0.26% | 5,745 | 135 | 2.4% | $1.27万 | 加仓 |
| USRT | ISHARES TR | $57.19万 | 0.27% | 9,662 | 4,324 | 81.0% | $25.59万 | 加仓 |
| COO | COOPER COS INC | $57.20万 | 0.27% | 8,000 | 8,000 | — | $57.20万 | 新建仓 |
| SDCI | USCF ETF TR | $60.52万 | 0.29% | 22,216 | 1,209 | 5.8% | $3.29万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $62.57万 | 0.30% | 7,600 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $67.79万 | 0.32% | 58,744 | 2,501 | 4.4% | $2.89万 | 加仓 |
| — | TIDAL TRUST I | $69.29万 | 0.33% | 17,086 | -290 | -1.7% | -$1.18万 | 减仓 |
| FLOT | ISHARES TR | $70.16万 | 0.33% | 13,770 | -5 | -0.0% | -$255 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $72.24万 | 0.34% | 9,877 | -25 | -0.3% | -$1,829 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $72.61万 | 0.35% | 2,600 | -336 | -11.4% | -$9.38万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $73.83万 | 0.35% | 49,354 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $74.02万 | 0.35% | 6,153 | 510 | 9.0% | $6.14万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $75.30万 | 0.36% | 24,323 | 750 | 3.2% | $2.32万 | 加仓 |
| KO | COCA COLA CO | $75.75万 | 0.36% | 9,960 | 600 | 6.4% | $4.56万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $77.64万 | 0.37% | 3,610 | 20 | 0.6% | $4,301 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $78.74万 | 0.37% | 8,004 | 128 | 1.6% | $1.26万 | 加仓 |
| O | REALTY INCOME CORP | $86.57万 | 0.41% | 14,150 | 6,590 | 87.2% | $40.32万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $88.36万 | 0.42% | 6,629 | 0 | 0.0% | — | 不变 |