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 |
|---|---|---|---|---|---|---|---|---|
| UTHR | UNITED THERAPEUTICS CORP DEL | $39.02万 | 0.19% | 658 | 658 | — | $39.02万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $38.63万 | 0.18% | 500 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $37.03万 | 0.18% | 1,136 | 1,136 | — | $37.03万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.01万 | 0.18% | 5,776 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $36.64万 | 0.17% | 6,475 | 2,400 | 58.9% | $13.58万 | 加仓 |
| CC | CHEMOURS CO | $32.91万 | 0.16% | 14,940 | 14,940 | — | $32.91万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $32.29万 | 0.15% | 850 | -2,550 | -75.0% | -$96.87万 | 减仓 |
| D | DOMINION ENERGY INC | $32.16万 | 0.15% | 5,202 | 1,100 | 26.8% | $6.80万 | 加仓 |
| APP | APPLOVIN CORP | $31.84万 | 0.15% | 800 | -200 | -20.0% | -$7.96万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $31.39万 | 0.15% | 4,180 | -990 | -19.1% | -$7.43万 | 减仓 |
| — | ISHARES TR | $31.04万 | 0.15% | 13,883 | 3,171 | 29.6% | $7.09万 | 加仓 |
| TGT | TARGET CORP | $29.71万 | 0.14% | 2,452 | 2,452 | — | $29.71万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $28.97万 | 0.14% | 502 | 502 | — | $28.97万 | 新建仓 |
| CRBG | COREBRIDGE FINL INC | $28.87万 | 0.14% | 12,100 | -7,425 | -38.0% | -$17.72万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $27.90万 | 0.13% | 1,700 | -30,991 | -94.8% | -$508.66万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $27.01万 | 0.13% | 4,880 | 232 | 5.0% | $1.28万 | 加仓 |
| IAUM | ISHARES GOLD TR | $26.98万 | 0.13% | 5,778 | -328 | -5.4% | -$1.53万 | 减仓 |
| MET | METLIFE INC | $26.85万 | 0.13% | 3,797 | 1 | 0.0% | $71 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $26.44万 | 0.13% | 5,762 | 115 | 2.0% | $5,277 | 加仓 |
| SMH | VANECK ETF TRUST | $25.88万 | 0.12% | 675 | -50 | -6.9% | -$1.92万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $25.72万 | 0.12% | 4,241 | -134 | -3.1% | -$8,127 | 减仓 |
| SLB | SLB LIMITED | $25.70万 | 0.12% | 5,000 | 5,000 | — | $25.70万 | 新建仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $25.27万 | 0.12% | 3,324 | -634 | -16.0% | -$4.82万 | 减仓 |
| HYLB | DBX ETF TR | $24.73万 | 0.12% | 6,840 | 0 | 0.0% | — | 不变 |
| EDIV | SPDR INDEX SHS FDS | $24.48万 | 0.12% | 6,200 | 6,200 | — | $24.48万 | 新建仓 |
| VLUE | ISHARES TR | $23.33万 | 0.11% | 1,641 | 1,641 | — | $23.33万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $23.25万 | 0.11% | 4,209 | 4,209 | — | $23.25万 | 新建仓 |
| SGOV | ISHARES TR | $23.15万 | 0.11% | 2,300 | 50 | 2.2% | $5,033 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $23.01万 | 0.11% | 2,700 | -455 | -14.4% | -$3.88万 | 重新持有 |
| SPYD | SPDR SERIES TRUST | $22.89万 | 0.11% | 5,030 | 38 | 0.8% | $1,730 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $21.99万 | 0.10% | 2,018 | -10 | -0.5% | -$1,090 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $21.08万 | 0.10% | 4,485 | -700 | -13.5% | -$3.29万 | 重新持有 |
| SPHD | INVESCO EXCH TRADED FD TR II | $20.84万 | 0.10% | 4,200 | 4,200 | — | $20.84万 | 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 |
| DGRO | ISHARES TR | $20.00万 | 0.10% | 2,850 | 2,850 | — | $20.00万 | 新建仓 |
| VG | VENTURE GLOBAL INC | $17.97万 | 0.09% | 11,400 | 11,400 | — | $17.97万 | 新建仓 |
| PMT | PENNYMAC MTG INVT TR | $14.90万 | 0.07% | 12,780 | 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 |
| JFR | NUVEEN FLOATING RATE INCOME | $8.76万 | 0.04% | 11,650 | 0 | 0.0% | — | 不变 |
| PFLT | PENNANTPARK FLOATING RATE CA | $8.44万 | 0.04% | 10,500 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC | $5.61万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| 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 |