WestEnd Advisors, LLC
CHARLOTTE NC · SEC CIK 0001351731
$41.42亿2026Q1 申报市值
391持仓数
61.9%前十大占比 · 第一大 10.3%
9 / 6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
IEUR 加仓+$2.14亿
REGN 加仓+$1,978.67万
CRM 加仓+$1,231.25万
INTU 加仓+$984.30万
ACWI 加仓+$795.31万
2026Q1 卖出最多 按季末市值估算
VPL 减仓-$1.18亿
EEMA 减仓-$1.07亿
WELL 减仓-$2,567.51万
GOOGL 减仓-$1,283.37万
WMT 减仓-$975.02万
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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $5,309 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $5,412 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $5,445 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR US TREASURY BD | $5,498 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $5,686 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $6,081 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $6,418 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| T | AT AND T INC | $6,639 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $6,777 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $6,805 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR TRS FLT RT BD | $6,835 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| MRK | MERCK N CO INC NEW | $8,059 | 0.00% | 67 | -139 | -67.5% | -$1.67万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $8,266 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO AND CO NEW | $8,279 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $8,484 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $9,650 | 0.00% | 11 | -16 | -59.3% | -$1.40万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS INC INT | $9,801 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA MTRS INC | $1.08万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORPORATION | $1.08万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $1.09万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $1.25万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX TR STK MRK VIPE | $1.28万 | 0.00% | 40 | -1 | -2.4% | -$321 | 减仓 |
| NFLX | NETFLIX COM INC | $1.30万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $1.34万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $1.44万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PG | PROCTER AND GAMBLE CO | $1.44万 | 0.00% | 100 | -116 | -53.7% | -$1.68万 | 减仓 |
| MBB | ISHARES TR MBS FIXED BDFD | $1.56万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON AND JOHNSON | $1.59万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TTL WRLD STK INDX | $1.63万 | 0.00% | 118 | -78 | -39.8% | -$1.08万 | 减仓 |
| V | VISA INC | $1.63万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP | $1.89万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LLY | LILLY ELI AND CO | $2.02万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| IAI | ISHARES US BROKER-DEALER ETF | $2.30万 | 0.00% | 140 | -353 | -71.6% | -$5.81万 | 减仓 |
| AVGO | BROADCOM INC COM | $2.41万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR SBI MATE | $2.59万 | 0.00% | 519 | 519 | — | $2.59万 | 新建仓 |
| IGIB | ISHARES TR ISHS 5-10YR INVT | $2.80万 | 0.00% | 527 | 16 | 3.1% | $852 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $2.83万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $3.00万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS LG-TER | $3.09万 | 0.00% | 413 | 11 | 2.7% | $822 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $4.14万 | 0.00% | 153 | -473 | -75.6% | -$12.81万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $4.59万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES GLOBAL 100 ETF | $4.81万 | 0.00% | 397 | 397 | — | $4.81万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR SBI INT- | $5.03万 | 0.00% | 821 | 57 | 7.5% | $3,492 | 加仓 |
| EWZ | ISHARES INC MSCI BRAZIL | $6.90万 | 0.00% | 1,798 | 1,798 | — | $6.90万 | 新建仓 |
| GLDM | WORLD GOLD TR SPDR GLD MINIS | $8.74万 | 0.00% | 943 | -1,320 | -58.3% | -$12.24万 | 减仓 |
| GNR | SPDR INDEX SHS FDS GLB NAT RES | $10.71万 | 0.00% | 1,434 | 1,434 | — | $10.71万 | 新建仓 |
| DBP | INVESCO DB MLTI SECTR CMMTY PR | $11.20万 | 0.00% | 1,018 | -116 | -10.2% | -$1.28万 | 减仓 |
| DBB | INVESCO DB MLTI SECTR CMMTY BA | $12.82万 | 0.00% | 5,456 | 335 | 6.5% | $7,872 | 加仓 |
| WELL | WELLTOWER INC | $15.16万 | 0.00% | 767 | -129,864 | -99.4% | -$2,567.51万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $18.29万 | 0.00% | 280 | 138 | 97.2% | $9.01万 | 加仓 |
| EWY | ISHARES INC MSCI S KOREA | $20.35万 | 0.00% | 1,654 | 468 | 39.5% | $5.76万 | 加仓 |
| MLPX | GLOBAL X FDS GLB X MLP ENRG I | $20.53万 | 0.00% | 2,777 | 1,421 | 104.8% | $10.51万 | 加仓 |
| EWT | ISHARES INC MSCI TIW ETF NEW | $23.04万 | 0.01% | 3,249 | 1,099 | 51.1% | $7.79万 | 加仓 |
| EWC | ISHARES INC MSCI CDA INDEX | $25.35万 | 0.01% | 4,627 | 1,076 | 30.3% | $5.90万 | 加仓 |
| INDA | ISHARES TR MSCI INDIA IDX | $25.78万 | 0.01% | 5,503 | 1,487 | 37.0% | $6.97万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $37.61万 | 0.01% | 1,055 | -113 | -9.7% | -$4.03万 | 减仓 |
| AOR | ISHARES TR SNP GRWTH ALL | $515.35万 | 0.12% | 80,083 | 30,137 | 60.3% | $193.94万 | 加仓 |
| ACWI | ISHARES TR MSCI ACWI INDX | $948.57万 | 0.23% | 68,550 | 57,474 | 518.9% | $795.31万 | 加仓 |
| SPY | STATE STR SPDR SNP 500 ETF TR | $1,663.93万 | 0.40% | 25,582 | -4,249 | -14.2% | -$276.37万 | 减仓 |
| QCOM | QUALCOMM INC | $1,674.57万 | 0.40% | 130,030 | -8,327 | -6.0% | -$107.24万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,979.21万 | 0.48% | 25,613 | 25,606 | 365,800.0% | $1,978.67万 | 加仓 |
| TMUS | T-MOBILE US INC | $2,901.80万 | 0.70% | 138,158 | -6,152 | -4.3% | -$129.21万 | 减仓 |
| SPGI | S AND P GLOBAL INC | $3,408.04万 | 0.82% | 80,122 | 5,878 | 7.9% | $250.02万 | 加仓 |
| INTU | INTUIT | $3,513.25万 | 0.85% | 81,251 | 22,764 | 38.9% | $984.30万 | 加仓 |
| META | META PLATFORMS INC CL A | $3,749.87万 | 0.91% | 65,539 | 8,168 | 14.2% | $467.34万 | 加仓 |
| PEP | PEPSICO INC | $3,831.64万 | 0.93% | 246,738 | 15,288 | 6.6% | $237.41万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $3,840.34万 | 0.93% | 443,199 | -23,176 | -5.0% | -$200.82万 | 减仓 |
| TXN | TEXAS INSTRS INC | $3,908.53万 | 0.94% | 201,323 | -24,972 | -11.0% | -$484.81万 | 减仓 |
| CRM | SALESFORCE INC COM | $3,934.64万 | 0.95% | 210,778 | 65,958 | 45.5% | $1,231.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,975.50万 | 0.96% | 107,393 | 9,873 | 10.1% | $365.48万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $3,977.48万 | 0.96% | 79,600 | 2,334 | 3.0% | $116.63万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $3,986.17万 | 0.96% | 138,618 | -44,629 | -24.4% | -$1,283.37万 | 减仓 |
| JPM | J P MORGAN CHASE AND CO | $4,009.49万 | 0.97% | 136,300 | -25,257 | -15.6% | -$742.98万 | 减仓 |
| TJX | TJX COS INC | $4,035.65万 | 0.97% | 252,700 | -38,069 | -13.1% | -$607.97万 | 减仓 |
| AMZN | AMAZON COM INC | $4,058.88万 | 0.98% | 194,883 | -9,537 | -4.7% | -$198.63万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC C | $4,060.88万 | 0.98% | 82,614 | -5,032 | -5.7% | -$247.35万 | 减仓 |
| CB | CHUBB LIMITED COM | $4,063.02万 | 0.98% | 124,656 | -6,232 | -4.8% | -$203.12万 | 减仓 |
| WMT | WALMART INC | $4,105.06万 | 0.99% | 330,306 | -78,453 | -19.2% | -$975.02万 | 减仓 |
| AAPL | APPLE INC COM | $4,738.76万 | 1.14% | 186,717 | -9,233 | -4.7% | -$234.33万 | 减仓 |
| EEMA | ISHARES INC EMKTS ASIA IDX | $5,528.28万 | 1.33% | 577,426 | -1,115,002 | -65.9% | -$1.07亿 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F P | $5,617.17万 | 1.36% | 574,734 | -1,208,382 | -67.8% | -$1.18亿 | 减仓 |
| NVDA | NVIDIA CORP | $5,717.40万 | 1.38% | 327,830 | -15,169 | -4.4% | -$264.55万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS INT-TE | $5,922.93万 | 1.43% | 715,751 | 20,630 | 3.0% | $170.72万 | 加仓 |
| IEF | ISHARES TR 7-10 YR TRS BD | $7,441.06万 | 1.80% | 779,648 | 22,570 | 3.0% | $215.41万 | 加仓 |
| TLT | ISHARES TR 20 YR TRS BD | $8,178.13万 | 1.97% | 943,366 | 52,399 | 5.9% | $454.25万 | 加仓 |
| IGM | ISHARES TR GLDM SACHS TEC | $9,908.51万 | 2.39% | 836,049 | 12,355 | 1.5% | $146.43万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR SBI CONS | $1.02亿 | 2.46% | 936,429 | 8,502 | 0.9% | $92.66万 | 加仓 |
| IBB | ISHARES TR ISHARES BIOTECH | $1.09亿 | 2.64% | 648,103 | 18,436 | 2.9% | $311.31万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR SBI INT- | $1.11亿 | 2.67% | 2,413,428 | 54,438 | 2.3% | $249.82万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS SHRT-T | $1.15亿 | 2.79% | 1,456,549 | 40,036 | 2.8% | $317.37万 | 加仓 |
| IJR | ISHARES TR SANDP SMLCAP 600 | $1.17亿 | 2.81% | 937,250 | 21,952 | 2.4% | $272.89万 | 加仓 |
| IEI | ISHARES TR LEHMAN 3-7 YR | $1.43亿 | 3.45% | 1,205,864 | 32,822 | 2.8% | $389.27万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR SBI CONS | $2.32亿 | 5.60% | 2,828,614 | 69,022 | 2.5% | $565.85万 | 加仓 |
| IEUR | ISHARES TR CORE MSCI EURO | $2.70亿 | 6.52% | 3,843,829 | 3,047,010 | 382.4% | $2.14亿 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2.75亿 | 6.65% | 1,878,114 | 31,446 | 1.7% | $461.04万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F A | $2.85亿 | 6.88% | 3,796,683 | 54,795 | 1.5% | $411.51万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR COMMUNIC | $3.15亿 | 7.60% | 2,838,788 | 53,051 | 1.9% | $588.13万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR SBI INT- | $3.83亿 | 9.25% | 7,763,625 | -195,832 | -2.5% | -$966.82万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR SBI INT- | $4.28亿 | 10.34% | 3,223,539 | 48,589 | 1.5% | $645.75万 | 加仓 |