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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $41.34万 | 0.17% | 6,800 | 325 | 5.0% | $1.98万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $41.16万 | 0.17% | 5,776 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $40.07万 | 0.16% | 4,785 | 605 | 14.5% | $5.07万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $39.57万 | 0.16% | 5,741 | -716 | -11.1% | -$4.94万 | 减仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $38.74万 | 0.16% | 42,900 | 42,900 | — | $38.74万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.41万 | 0.15% | 900 | -10,455 | -92.1% | -$434.54万 | 重新持有 |
| SNDK | SANDISK CORP | $36.38万 | 0.15% | 160 | 160 | — | $36.38万 | 新建仓 |
| VLUE | ISHARES TR | $32.79万 | 0.13% | 1,641 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $31.96万 | 0.13% | 272 | 272 | — | $31.96万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $31.18万 | 0.13% | 500 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $31.12万 | 0.13% | 3,324 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $29.52万 | 0.12% | 450 | -225 | -33.3% | -$14.76万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $28.36万 | 0.12% | 5,579 | 1,379 | 32.8% | $7.01万 | 加仓 |
| MET | METLIFE INC | $28.18万 | 0.11% | 3,330 | -467 | -12.3% | -$3.95万 | 减仓 |
| CB | CHUBB LIMITED | $27.26万 | 0.11% | 800 | -336 | -29.6% | -$11.45万 | 减仓 |
| — | ISHARES TR | $27.20万 | 0.11% | 12,197 | -1,686 | -12.1% | -$3.76万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $26.93万 | 0.11% | 4,880 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $26.84万 | 0.11% | 1,200 | 1,200 | — | $26.84万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $25.94万 | 0.11% | 505 | 100 | 24.7% | $5.14万 | 重新持有 |
| XLU | SELECT SECTOR SPDR TR | $25.67万 | 0.10% | 5,662 | -100 | -1.7% | -$4,534 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $25.38万 | 0.10% | 4,209 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $25.18万 | 0.10% | 2,900 | 0 | 0.0% | — | 重新持有 |
| HYLB | DBX ETF TR | $24.61万 | 0.10% | 6,740 | -100 | -1.5% | -$3,652 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.52万 | 0.10% | 4,256 | 15 | 0.4% | $864 | 加仓 |
| SPYD | SPDR SERIES TRUST | $24.31万 | 0.10% | 5,095 | 65 | 1.3% | $3,101 | 加仓 |
| CVS | CVS HEALTH CORP | $24.10万 | 0.10% | 2,330 | 2,330 | — | $24.10万 | 新建仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $23.99万 | 0.10% | 7,500 | 1,000 | 15.4% | $3.20万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $23.77万 | 0.10% | 936 | -884 | -48.6% | -$22.45万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $23.70万 | 0.10% | 6,560 | 6,560 | — | $23.70万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $23.67万 | 0.10% | 2,018 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $23.62万 | 0.10% | 3,600 | 3,600 | — | $23.62万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $23.45万 | 0.10% | 800 | 800 | — | $23.45万 | 新建仓 |
| EDIV | SPDR INDEX SHS FDS | $23.35万 | 0.10% | 5,700 | -500 | -8.1% | -$2.05万 | 减仓 |
| SLB | SLB LIMITED | $23.25万 | 0.09% | 5,000 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $23.14万 | 0.09% | 1,600 | 1,600 | — | $23.14万 | 新建仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $23.12万 | 0.09% | 5,778 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $22.90万 | 0.09% | 215 | 215 | — | $22.90万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $22.89万 | 0.09% | 4,030 | 4,030 | — | $22.89万 | 新建仓 |
| SGOV | ISHARES TR | $21.64万 | 0.09% | 2,150 | -150 | -6.5% | -$1.51万 | 减仓 |
| DGRO | ISHARES TR | $21.60万 | 0.09% | 2,850 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $21.33万 | 0.09% | 4,485 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $21.02万 | 0.09% | 1,315 | 1,315 | — | $21.02万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $20.11万 | 0.08% | 4,400 | 4,400 | — | $20.11万 | 新建仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $17.45万 | 0.07% | 10,294 | -1,515 | -12.8% | -$2.57万 | 重新持有 |
| PMT | PENNYMAC MTG INVT TR | $14.42万 | 0.06% | 12,780 | 0 | 0.0% | — | 不变 |
| KREF | KKR REAL ESTATE FIN TR INC | $12.31万 | 0.05% | 18,000 | 0 | 0.0% | — | 不变 |
| PFLT | PENNANTPARK FLOATING RATE CA | $8.23万 | 0.03% | 11,000 | 500 | 4.8% | $3,740 | 加仓 |
| — | ARES COML REAL ESTATE CORP | $6.75万 | 0.03% | 15,000 | 15,000 | — | $6.75万 | 新建仓 |
| RWT | REDWOOD TRUST INC | $4.74万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $0 | 0.00% | 0 | -5,979 | -100.0% | -$258.52万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -24,021 | -100.0% | -$217.13万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -7,463 | -100.0% | -$180.90万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -17,415 | -100.0% | -$150.90万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -17,830 | -100.0% | -$126.91万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -8,004 | -100.0% | -$78.74万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -7,600 | -100.0% | -$62.57万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -9,423 | -100.0% | -$50.77万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -5,100 | -100.0% | -$47.43万 | 清仓 |
| SFD | SMITHFIELD FOODS INC | $0 | 0.00% | 0 | -16,100 | -100.0% | -$45.03万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -658 | -100.0% | -$39.02万 | 清仓 |
| CC | CHEMOURS CO | $0 | 0.00% | 0 | -14,940 | -100.0% | -$32.91万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -850 | -100.0% | -$32.29万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -5,202 | -100.0% | -$32.16万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -2,452 | -100.0% | -$29.71万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -502 | -100.0% | -$28.97万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -12,100 | -100.0% | -$28.87万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -2,700 | -100.0% | -$23.01万 | 清仓 |
| VG | VENTURE GLOBAL INC | $0 | 0.00% | 0 | -11,400 | -100.0% | -$17.97万 | 清仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $0 | 0.00% | 0 | -11,650 | -100.0% | -$8.76万 | 清仓 |