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 |
|---|---|---|---|---|---|---|---|---|
| NTAP | NETAPP INC | $464 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $469 | 0.00% | 32 | 1 | 3.2% | $15 | 加仓 |
| FSLR | FIRST SOLAR INC | $472 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $475 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $480 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $489 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TECH | BIO TECHNE CORP | $495 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $510 | 0.00% | 15 | 2 | 15.4% | $68 | 加仓 |
| ZBH | ZIMMER BIOMET HLDGS INC COM | $517 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $534 | 0.00% | 13 | 1 | 8.3% | $41 | 加仓 |
| GL | GLOBE LIFE INC COM | $536 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $537 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT INC | $549 | 0.00% | 3 | -2 | -40.0% | -$366 | 减仓 |
| VTRS | VIATRIS INC | $556 | 0.00% | 35 | 4 | 12.9% | $64 | 加仓 |
| EBAY | EBAY INC | $559 | 0.00% | 5 | 1 | 25.0% | $112 | 加仓 |
| ABNB | AIRBNB INC | $572 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $580 | 0.00% | 8 | 1 | 14.3% | $72 | 加仓 |
| ADSK | AUTODESK INC | $583 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $592 | 0.00% | 9 | 4 | 80.0% | $263 | 加仓 |
| F | FORD MTR CO DEL | $612 | 0.00% | 44 | 3 | 7.3% | $42 | 加仓 |
| STE | STERIS PLC SHS USD | $632 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $636 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $639 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $642 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BRO | BROWN AND BROWN INC | $642 | 0.00% | 10 | 1 | 11.1% | $64 | 加仓 |
| AVY | AVERY DENNISON CORP | $649 | 0.00% | 4 | 4 | — | $649 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $653 | 0.00% | 4 | 1 | 33.3% | $163 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $662 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $667 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ROP | ROPER INDS INC NEW | $677 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $679 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES N V | $684 | 0.00% | 13 | 13 | — | $684 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $700 | 0.00% | 18 | 2 | 12.5% | $78 | 加仓 |
| WRB | BERKLEY W R CORP | $705 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $710 | 0.00% | 4 | 4 | — | $710 | 新建仓 |
| CBOE | CBOE GLOBAL MARKETS INC | $728 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP NEW | $738 | 0.00% | 32 | 2 | 6.7% | $46 | 加仓 |
| DASH | DOORDASH INC - A | $738 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $754 | 0.00% | 7 | 1 | 16.7% | $108 | 加仓 |
| GM | GENERAL MTRS CO | $771 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $771 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION CL | $779 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $780 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PUB LTD | $784 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $796 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $808 | 0.00% | 12 | 2 | 20.0% | $135 | 加仓 |
| ALB | ALBEMARLE CORP | $810 | 0.00% | 6 | 6 | — | $810 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $821 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE INC NEW | $829 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $832 | 0.00% | 13 | 1 | 8.3% | $64 | 加仓 |
| CNC | CENTENE CORP DEL | $834 | 0.00% | 13 | 1 | 8.3% | $64 | 加仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $840 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $858 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $864 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $883 | 0.00% | 18 | 1 | 5.9% | $49 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $906 | 0.00% | 30 | 1 | 3.4% | $30 | 加仓 |
| RJF | RAYMOND JAMES FINANCIAL INC | $912 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINL COM | $913 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $915 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $934 | 0.00% | 13 | 1 | 8.3% | $72 | 加仓 |
| BALL | BALL CORP COM | $936 | 0.00% | 15 | 15 | — | $936 | 新建仓 |
| DD | DUPONT DE NEMOURS INC COMMON S | $949 | 0.00% | 7 | 7 | — | $949 | 新建仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $953 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CF | CF INDS HLDGS INC | $974 | 0.00% | 9 | 9 | — | $974 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $991 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $992 | 0.00% | 22 | 1 | 4.8% | $45 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,000 | 0.00% | 4 | -2 | -33.3% | -$500 | 减仓 |
| CPAY | CORPAY INC COM SHS | $1,000 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC -CLASS A | $1,023 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1,025 | 0.00% | 5 | -2 | -28.6% | -$410 | 减仓 |
| DOW | DOW INC | $1,040 | 0.00% | 38 | 38 | — | $1,040 | 新建仓 |
| NTRS | NORTHERN TR CORP | $1,043 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $1,046 | 0.00% | 22 | 2 | 10.0% | $95 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,050 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $1,051 | 0.00% | 15 | 2 | 15.4% | $140 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1,077 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IP | INTL PAPER CO | $1,105 | 0.00% | 29 | 29 | — | $1,105 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $1,111 | 0.00% | 6 | 1 | 20.0% | $185 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1,112 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $1,124 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC COM NEW | $1,127 | 0.00% | 26 | 26 | — | $1,127 | 新建仓 |
| FLEX | FLEX LTD ORD | $1,134 | 0.00% | 7 | 7 | — | $1,134 | 新建仓 |
| FE | FIRSTENERGY CORP | $1,141 | 0.00% | 24 | 2 | 9.1% | $95 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,141 | 0.00% | 7 | 7 | — | $1,141 | 新建仓 |
| CMS | CMS ENERGY CORP | $1,148 | 0.00% | 15 | 2 | 15.4% | $153 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $1,165 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ STOCK MARKET INC | $1,182 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $1,183 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1,184 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORSANDFRAGRA | $1,188 | 0.00% | 15 | 15 | — | $1,188 | 新建仓 |
| MTB | M AND T BK CORP | $1,190 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $1,191 | 0.00% | 5 | 5 | — | $1,191 | 新建仓 |
| HUM | HUMANA INC | $1,192 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $1,206 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $1,210 | 0.00% | 6 | 1 | 20.0% | $202 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLAS | $1,244 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NE | $1,246 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $1,259 | 0.00% | 71 | 21 | 42.0% | $372 | 加仓 |
| PPL | PPL CORP | $1,272 | 0.00% | 35 | 3 | 9.4% | $109 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,278 | 0.00% | 1 | 0 | 0.0% | — | 不变 |