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 |
|---|---|---|---|---|---|---|---|---|
| PRU | PRUDENTIAL FINL INC | $1,295 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE | $1,301 | 0.00% | 18 | 3 | 20.0% | $217 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $1,318 | 0.00% | 7 | 7 | — | $1,318 | 新建仓 |
| LOW | LOWES COS INC | $1,323 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD FINL SVCS GROUP INC | $1,325 | 0.00% | 10 | 1 | 11.1% | $132 | 加仓 |
| SBUX | STARBUCKS CORP | $1,328 | 0.00% | 13 | 1 | 8.3% | $102 | 加仓 |
| SNPS | SYNOPSYS INC | $1,338 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1,339 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $1,340 | 0.00% | 18 | 2 | 12.5% | $149 | 加仓 |
| SW | SMURFIT WESTROCK PLC SHS | $1,342 | 0.00% | 29 | 29 | — | $1,342 | 新建仓 |
| VV | VANGUARD LARGE CAP ETF | $1,348 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $1,353 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $1,359 | 0.00% | 9 | 9 | — | $1,359 | 新建仓 |
| BDX | BECTON DICKINSON AND CO | $1,362 | 0.00% | 9 | 2 | 28.6% | $303 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $1,365 | 0.00% | 31 | 3 | 10.7% | $132 | 加仓 |
| XYZ | BLOCK INC CL A | $1,368 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $1,376 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $1,382 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1,393 | 0.00% | 16 | 1 | 6.7% | $87 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $1,416 | 0.00% | 19 | 1 | 5.6% | $75 | 加仓 |
| ADBE | ADOBE SYS INC | $1,435 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $1,452 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $1,461 | 0.00% | 10 | 1 | 11.1% | $146 | 加仓 |
| AEE | AMEREN CORP | $1,470 | 0.00% | 13 | 1 | 8.3% | $113 | 加仓 |
| CIEN | CIENA CORP | $1,472 | 0.00% | 3 | 1 | 50.0% | $491 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM | $1,493 | 0.00% | 56 | -25 | -30.9% | -$667 | 减仓 |
| WAT | WATERS CORP | $1,500 | 0.00% | 4 | 1 | 33.3% | $375 | 加仓 |
| DTE | DTE ENERGY CO | $1,524 | 0.00% | 10 | 1 | 11.1% | $152 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,538 | 0.00% | 17 | 1 | 6.2% | $90 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1,560 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $1,562 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $1,577 | 0.00% | 13 | 13 | — | $1,577 | 新建仓 |
| IDXX | IDEXX LABS INC | $1,579 | 0.00% | 3 | 1 | 50.0% | $526 | 加仓 |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | $1,585 | 0.00% | 16 | 16 | — | $1,585 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $1,594 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HLDGS INC COM | $1,604 | 0.00% | 9 | 9 | — | $1,604 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $1,606 | 0.00% | 7 | 7 | — | $1,606 | 新建仓 |
| MET | METLIFE INC | $1,608 | 0.00% | 19 | 1 | 5.6% | $85 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1,663 | 0.00% | 7 | 1 | 16.7% | $238 | 加仓 |
| MSCI | MSCI INC | $1,680 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1,688 | 0.00% | 17 | 2 | 13.3% | $199 | 加仓 |
| FTNT | FORTINET INC | $1,690 | 0.00% | 11 | 1 | 10.0% | $154 | 加仓 |
| STT | STATE STR CORP | $1,696 | 0.00% | 10 | 1 | 11.1% | $170 | 加仓 |
| COR | CENCORA INC COM | $1,698 | 0.00% | 6 | 1 | 20.0% | $283 | 加仓 |
| INCY | INCYTE CORP | $1,700 | 0.00% | 15 | 2 | 15.4% | $227 | 加仓 |
| PCG | PGANDE CORP | $1,716 | 0.00% | 102 | 7 | 7.4% | $118 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,726 | 0.00% | 4 | -1 | -20.0% | -$432 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,730 | 0.00% | 3 | 3 | — | $1,730 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1,737 | 0.00% | 6 | 6 | — | $1,737 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $1,747 | 0.00% | 31 | 10 | 47.6% | $564 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $1,752 | 0.00% | 15 | 2 | 15.4% | $234 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1,867 | 0.00% | 23 | 1 | 4.5% | $81 | 加仓 |
| AFL | AFLAC INC | $1,876 | 0.00% | 16 | 1 | 6.7% | $117 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,877 | 0.00% | 5 | 1 | 25.0% | $375 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,878 | 0.00% | 44 | 6 | 15.8% | $256 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $1,881 | 0.00% | 17 | 2 | 13.3% | $221 | 加仓 |
| MCD | MCDONALDS CORP | $1,892 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| APO | Apollo Global Management Inc C | $1,893 | 0.00% | 16 | 1 | 6.7% | $118 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR RL EST S | $1,937 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC ASIA PAC30 IDX | $1,986 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP | $1,989 | 0.00% | 81 | -37 | -31.4% | -$909 | 减仓 |
| APP | APPLOVIN CORP | $2,061 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $2,065 | 0.00% | 7 | 7 | — | $2,065 | 新建仓 |
| AJG | GALLAGHER ARTHUR J AND CO | $2,066 | 0.00% | 9 | 1 | 12.5% | $230 | 加仓 |
| ALL | ALLSTATE CORP | $2,141 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $2,142 | 0.00% | 43 | 2 | 4.9% | $100 | 加仓 |
| MRNA | MODERNA INC | $2,171 | 0.00% | 31 | 4 | 14.8% | $280 | 加仓 |
| EXC | EXELON CORP | $2,191 | 0.00% | 47 | 3 | 6.8% | $140 | 加仓 |
| CI | CIGNA CORP NEW COM | $2,205 | 0.00% | 8 | 1 | 14.3% | $276 | 加仓 |
| MCK | MCKESSON CORP | $2,267 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KKR | KKR N CO INC | $2,295 | 0.00% | 25 | 3 | 13.6% | $275 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $2,311 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC COM | $2,320 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $2,322 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $2,329 | 0.00% | 29 | 4 | 16.0% | $321 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $2,339 | 0.00% | 19 | 1 | 5.6% | $123 | 加仓 |
| VST | VISTRA ENERGY CORP | $2,379 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $2,412 | 0.00% | 21 | 2 | 10.5% | $230 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $2,417 | 0.00% | 47 | 47 | — | $2,417 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $2,607 | 0.00% | 26 | 1 | 4.0% | $100 | 加仓 |
| CME | CME GROUP INC | $2,650 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH COM | $2,667 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $2,689 | 0.00% | 29 | 1 | 3.6% | $93 | 加仓 |
| MCO | MOODYS CORP | $2,718 | 0.00% | 6 | 1 | 20.0% | $453 | 加仓 |
| D | DOMINION ENERGY INC COM | $2,800 | 0.00% | 41 | 4 | 10.8% | $273 | 加仓 |
| BIIB | BIOGEN IDEC INC | $2,809 | 0.00% | 13 | 1 | 8.3% | $216 | 加仓 |
| NUE | NUCOR CORP | $2,896 | 0.00% | 13 | 13 | — | $2,896 | 新建仓 |
| EWJV | ISHARES TR MSCI JP VALUE | $3,033 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $3,053 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $3,058 | 0.00% | 18 | 2 | 12.5% | $340 | 加仓 |
| BX | BLACKSTONE INC COM | $3,059 | 0.00% | 26 | 2 | 8.3% | $235 | 加仓 |
| CTVA | CORTEVA INC | $3,134 | 0.00% | 37 | 37 | — | $3,134 | 新建仓 |
| SYK | STRYKER CORP | $3,148 | 0.00% | 10 | 1 | 11.1% | $315 | 加仓 |
| USIG | ISHARES TR LEHMAN CR BD | $3,231 | 0.00% | 63 | 1 | 1.6% | $51 | 加仓 |
| ODFL | OLD DOMINION FGHT LINES INC | $3,249 | 0.00% | 15 | 15 | — | $3,249 | 新建仓 |
| T | AT AND T INC | $3,250 | 0.00% | 157 | -72 | -31.4% | -$1,490 | 减仓 |
| USB | US BANCORP DEL COM | $3,262 | 0.00% | 54 | 4 | 8.0% | $242 | 加仓 |
| AEP | AMERICAN ELEC PWR INC | $3,420 | 0.00% | 25 | 2 | 8.7% | $274 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $3,457 | 0.00% | 60 | 7 | 13.2% | $403 | 加仓 |
| BNY | BANK OF NEW YORK MELLON CORP | $3,471 | 0.00% | 24 | 2 | 9.1% | $289 | 加仓 |