WestEnd Advisors, LLC
CHARLOTTE NC · SEC CIK 0001351731
$44.85亿2026Q2 申报市值
408持仓数
64.0%前十大占比 · 第一大 14.3%
54 / 39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
IYT 新建仓+$1.20亿
XLB 加仓+$1.13亿
IEUR 加仓+$7,502.10万
TLT 加仓+$6,774.84万
XLF 加仓+$4,816.30万
2026Q2 卖出最多 按季末市值估算
XLP 减仓-$2.33亿
XLC 减仓-$6,808.81万
EEMA 减仓-$6,577.05万
VCIT 减仓-$5,851.61万
WMT 减仓-$3,658.97万
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 |
|---|---|---|---|---|---|---|---|---|
| DBP | INVESCO DB MLTI SECTR CMMTY PR | $0 | 0.00% | 0 | -1,018 | -100.0% | -$11.20万 | 清仓 |
| EWZ | ISHARES INC MSCI BRAZIL | $0 | 0.00% | 0 | -1,798 | -100.0% | -$6.90万 | 清仓 |
| IOO | ISHARES GLOBAL 100 ETF | $0 | 0.00% | 0 | -397 | -100.0% | -$4.81万 | 清仓 |
| COST | COSTCO WHSL CORP | $0 | 0.00% | 0 | -19 | -100.0% | -$1.89万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -100 | -100.0% | -$1.44万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -164 | -100.0% | -$1.25万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -66 | -100.0% | -$1.09万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -72 | -100.0% | -$4,751 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -54 | -100.0% | -$3,113 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -34 | -100.0% | -$2,898 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -19 | -100.0% | -$2,303 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -31 | -100.0% | -$2,246 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -26 | -100.0% | -$1,881 | 清仓 |
| KDP | KEURIG DR PEPPER INC COM | $0 | 0.00% | 0 | -57 | -100.0% | -$1,501 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -20 | -100.0% | -$1,454 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$1,427 | 清仓 |
| KVUE | KENVUE INC COM | $0 | 0.00% | 0 | -82 | -100.0% | -$1,414 | 清仓 |
| KMB | KIMBERLY CLARK CORP | $0 | 0.00% | 0 | -14 | -100.0% | -$1,351 | 清仓 |
| HSY | HERSHEY FOODS CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$1,247 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -9 | -100.0% | -$1,069 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -9 | -100.0% | -$986 | 清仓 |
| CHD | CHURCH AND DWIGHT INC | $0 | 0.00% | 0 | -10 | -100.0% | -$933 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$900 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -23 | -100.0% | -$856 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -37 | -100.0% | -$832 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -12 | -100.0% | -$769 | 清仓 |
| BG | BUNGE GLOBAL SA COM SHS | $0 | 0.00% | 0 | -6 | -100.0% | -$763 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$718 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -6 | -100.0% | -$622 | 清仓 |
| MKC | MCCORMICK AND CO INC | $0 | 0.00% | 0 | -10 | -100.0% | -$504 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -6 | -100.0% | -$454 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -4 | -100.0% | -$386 | 清仓 |
| CAG | CONAGRA FOODS INC | $0 | 0.00% | 0 | -20 | -100.0% | -$314 | 清仓 |
| CCL | CARNIVAL CORP PAIRED CTF | $0 | 0.00% | 0 | -12 | -100.0% | -$311 | 清仓 |
| TAP | MOLSON COORS BREWING CO | $0 | 0.00% | 0 | -7 | -100.0% | -$301 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -12 | -100.0% | -$272 | 清仓 |
| CPB | THE CAMPBELLS COMPANY COM | $0 | 0.00% | 0 | -9 | -100.0% | -$200 | 清仓 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$185 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$135 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM US | $69 | 0.00% | 7 | -3 | -30.0% | -$30 | 减仓 |
| HAS | HASBRO INC | $83 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NWS | NEWS CORP NEW | $84 | 0.00% | 3 | -1 | -25.0% | -$28 | 减仓 |
| MGM | MGM MIRAGE | $96 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $97 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $99 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $114 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $127 | 0.00% | 6 | 2 | 50.0% | $42 | 加仓 |
| IT | GARTNER INC | $130 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $139 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $141 | 0.00% | 3 | -2 | -40.0% | -$94 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $149 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $152 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES CORE 40/60 MODERATE | $153 | 0.00% | 3 | -13 | -81.2% | -$663 | 减仓 |
| TTD | THE TRADE DESK INC | $163 | 0.00% | 9 | -6 | -40.0% | -$109 | 减仓 |
| APTV | APTIV PLC COM SHS | $184 | 0.00% | 3 | 1 | 50.0% | $61 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $190 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC CL A | $201 | 0.00% | 1 | -2 | -66.7% | -$402 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $203 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE NAVIGATION LTD | $205 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $206 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $209 | 0.00% | 4 | -3 | -42.9% | -$157 | 减仓 |
| DVA | DAVITA INC | $222 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $223 | 0.00% | 9 | -3 | -25.0% | -$74 | 减仓 |
| GEN | GEN DIGITAL INC COM | $224 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $227 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $230 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $233 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $236 | 0.00% | 2 | 1 | 100.0% | $118 | 加仓 |
| ERIE | ERIE INDTY CO | $240 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $251 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $252 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC CL A | $255 | 0.00% | 3 | 1 | 50.0% | $85 | 加仓 |
| EXPE | EXPEDIA INC DEL | $256 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORP | $263 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC COM N | $264 | 0.00% | 9 | 1 | 12.5% | $29 | 加仓 |
| LEN | LENNAR CORP | $271 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PHM | PULTE HOMES INC | $274 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC NEW | $284 | 0.00% | 2 | -1 | -33.3% | -$142 | 减仓 |
| ECHO | ECHOSTAR CORP CL A | $305 | 0.00% | 3 | -1 | -25.0% | -$102 | 减仓 |
| PODD | INSULET CORP | $305 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $309 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $320 | 0.00% | 15 | 2 | 15.4% | $43 | 加仓 |
| BEN | FRANKLIN RES INC | $333 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $337 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $349 | 0.00% | 9 | 2 | 28.6% | $78 | 加仓 |
| HPQ | HP INC COM | $351 | 0.00% | 16 | 1 | 6.7% | $22 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $355 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD COM | $357 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $367 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO NEW COM | $381 | 0.00% | 18 | 18 | — | $381 | 新建仓 |
| JKHY | HENRY JACK AND ASSOC INC | $413 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FFIV | F5 NETWORKS INC | $416 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $422 | 0.00% | 16 | 1 | 6.7% | $26 | 加仓 |
| CDW | CDW CORP COM | $422 | 0.00% | 3 | 1 | 50.0% | $141 | 加仓 |
| CCL | Carnival Corporation COM USD0. | $429 | 0.00% | 15 | 15 | — | $429 | 新建仓 |
| COO | COOPER COS INC COM | $430 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $437 | 0.00% | 6 | -3 | -33.3% | -$218 | 减仓 |
| TPR | TAPESTRY INC COM | $439 | 0.00% | 3 | 1 | 50.0% | $146 | 加仓 |
| RVTY | REVVITY INC COM | $445 | 0.00% | 4 | -1 | -20.0% | -$111 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $454 | 0.00% | 2 | 0 | 0.0% | — | 不变 |