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 |
|---|---|---|---|---|---|---|---|---|
| APD | AIR PRODS AND CHEMS INC | $3,518 | 0.00% | 12 | 12 | — | $3,518 | 新建仓 |
| ADI | ANALOG DEVICES INC | $3,575 | 0.00% | 9 | 1 | 12.5% | $397 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $3,693 | 0.00% | 15 | 2 | 15.4% | $492 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $3,726 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $3,831 | 0.00% | 15 | 2 | 15.4% | $511 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $3,832 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $3,850 | 0.00% | 40 | -19 | -32.2% | -$1,829 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC | $3,860 | 0.00% | 4 | 1 | 33.3% | $965 | 加仓 |
| APH | AMPHENOL CORP NEW | $3,879 | 0.00% | 22 | 2 | 10.0% | $353 | 加仓 |
| CVS | CVS HEALTH CORP COM | $3,931 | 0.00% | 38 | 4 | 11.8% | $414 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,977 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $4,022 | 0.00% | 95 | -40 | -29.6% | -$1,693 | 减仓 |
| CRH | CRH PLC ORD | $4,066 | 0.00% | 38 | 38 | — | $4,066 | 新建仓 |
| PFE | PFIZER INC | $4,070 | 0.00% | 169 | 18 | 11.9% | $433 | 加仓 |
| FDX | FEDEX CORP | $4,071 | 0.00% | 13 | 13 | — | $4,071 | 新建仓 |
| ORCL | ORACLE CORP COM | $4,103 | 0.00% | 28 | 1 | 3.7% | $147 | 加仓 |
| ECL | ECOLAB INC | $4,179 | 0.00% | 15 | 15 | — | $4,179 | 新建仓 |
| HD | HOME DEPOT INC | $4,232 | 0.00% | 12 | 2 | 20.0% | $705 | 加仓 |
| UAL | UNITED CONTL HLDGS INC | $4,352 | 0.00% | 32 | 32 | — | $4,352 | 新建仓 |
| PGR | PROGRESSIVE CORP OHIO | $4,369 | 0.00% | 20 | 1 | 5.3% | $218 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $4,414 | 0.00% | 22 | 1 | 4.8% | $201 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $4,430 | 0.00% | 35 | 1 | 2.9% | $127 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $4,433 | 0.00% | 38 | 1 | 2.7% | $117 | 加仓 |
| MRVL | MARVELL TECHNOLOGY GROUP LTD C | $4,468 | 0.00% | 15 | 15 | — | $4,468 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $4,476 | 0.00% | 13 | 13 | — | $4,476 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHINE | $4,499 | 0.00% | 16 | 1 | 6.7% | $281 | 加仓 |
| DVYE | ISHARES INC EMRGMKT DIVIDX | $4,738 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $4,808 | 0.00% | 5 | 1 | 25.0% | $962 | 加仓 |
| ABT | ABBOTT LABS | $4,809 | 0.00% | 53 | 6 | 12.8% | $544 | 加仓 |
| DHR | DANAHER CORP DEL | $4,952 | 0.00% | 26 | -2 | -7.1% | -$381 | 减仓 |
| FCX | FREEPORT-MCMORAN COPPER AND GO | $4,968 | 0.00% | 79 | 79 | — | $4,968 | 新建仓 |
| SO | SOUTHERN CO | $4,977 | 0.00% | 52 | 5 | 10.6% | $479 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $5,115 | 0.00% | 15 | 5 | 50.0% | $1,705 | 加仓 |
| SCHW | SCHWAB CHARLES CORP NEW | $5,259 | 0.00% | 57 | 2 | 3.6% | $185 | 加仓 |
| NEM | NEWMONT MINING CORP | $5,511 | 0.00% | 59 | 59 | — | $5,511 | 新建仓 |
| GOVT | ISHARES TR US TREASURY BD | $5,513 | 0.00% | 242 | 2 | 0.8% | $46 | 加仓 |
| NSC | NORFOLK SOUTHERN CORP | $5,663 | 0.00% | 18 | 18 | — | $5,663 | 新建仓 |
| DAL | DELTA AIR LINES INC DEL | $5,901 | 0.00% | 63 | 63 | — | $5,901 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $6,427 | 0.00% | 19 | 1 | 5.6% | $338 | 加仓 |
| NFLX | NETFLIX COM INC | $6,783 | 0.00% | 95 | -40 | -29.6% | -$2,856 | 减仓 |
| SNDK | SANDISK CORP | $6,821 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR TRS FLT RT BD | $6,835 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| KLAC | KLA-TENCOR CORP | $6,939 | 0.00% | 23 | 3 | 15.0% | $905 | 加仓 |
| CSX | CSX CORP | $7,130 | 0.00% | 150 | 150 | — | $7,130 | 新建仓 |
| CASY | CASEY'S GENERAL STORES INC | $7,153 | 0.00% | 9 | 9 | — | $7,153 | 新建仓 |
| CSCO | CISCO SYS INC | $7,987 | 0.00% | 68 | 5 | 7.9% | $587 | 加仓 |
| NEE | NEXTERA ENERGY INC | $8,338 | 0.00% | 95 | 6 | 6.7% | $527 | 加仓 |
| C | CITIGROUP INC | $8,398 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $8,780 | 0.00% | 42 | 3 | 7.7% | $627 | 加仓 |
| WFC | WELLS FARGO AND CO NEW | $8,842 | 0.00% | 107 | 3 | 2.9% | $248 | 加仓 |
| MRK | MERCK N CO INC NEW | $9,381 | 0.00% | 73 | 6 | 9.0% | $771 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $9,533 | 0.00% | 22 | 1 | 4.8% | $433 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.01万 | 0.00% | 14 | 1 | 7.7% | $723 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS INC INT | $1.02万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $1.03万 | 0.00% | 10 | -1 | -9.1% | -$1,026 | 减仓 |
| IGV | ISHARES N AMERICAN TECH SOFT | $1.06万 | 0.00% | 117 | 62 | 112.7% | $5,623 | 加仓 |
| VT | VANGUARD TTL WRLD STK INDX | $1.08万 | 0.00% | 69 | -49 | -41.5% | -$7,692 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.09万 | 0.00% | 22 | 3 | 15.8% | $1,490 | 加仓 |
| INTC | INTEL CORP | $1.15万 | 0.00% | 82 | 10 | 13.9% | $1,396 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $1.15万 | 0.00% | 159 | 159 | — | $1.15万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $1.20万 | 0.00% | 50 | 50 | — | $1.20万 | 新建仓 |
| LIN | LINDE PLC SHS | $1.30万 | 0.00% | 25 | 25 | — | $1.30万 | 新建仓 |
| TSLA | TESLA MTRS INC | $1.30万 | 0.00% | 31 | 2 | 6.9% | $841 | 加仓 |
| BAC | BANK OF AMERICA CORPORATION | $1.30万 | 0.00% | 229 | 7 | 3.2% | $399 | 加仓 |
| UNP | UNION PAC CORP | $1.31万 | 0.00% | 48 | 41 | 585.7% | $1.12万 | 重新持有 |
| AEIS | ADVANCED ENERGY IND INC | $1.36万 | 0.00% | 36 | 36 | — | $1.36万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $1.40万 | 0.00% | 111 | 15 | 15.6% | $1,895 | 加仓 |
| VTI | VANGUARD INDEX TR STK MRK VIPE | $1.52万 | 0.00% | 41 | 1 | 2.5% | $370 | 加仓 |
| MBB | ISHARES TR MBS FIXED BDFD | $1.55万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $1.63万 | 0.00% | 28 | 2 | 7.7% | $1,162 | 加仓 |
| AMGN | AMGEN INC | $1.74万 | 0.00% | 48 | 7 | 17.1% | $2,535 | 加仓 |
| JNJ | JOHNSON AND JOHNSON | $1.83万 | 0.00% | 72 | 7 | 10.8% | $1,778 | 加仓 |
| ET | ENERGY TRANSFER LP | $1.83万 | 0.00% | 958 | 958 | — | $1.83万 | 新建仓 |
| EWW | ISHARES INC MSCI MEXICO | $1.90万 | 0.00% | 253 | 253 | — | $1.90万 | 新建仓 |
| HYG | ISHARES TR HIGH YLD CORP | $2.03万 | 0.00% | 254 | 19 | 8.1% | $1,519 | 重新持有 |
| SPSB | SPDR SERIES TRUST BARC CAPTL E | $2.08万 | 0.00% | 693 | 693 | — | $2.08万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $2.42万 | 0.00% | 21 | 3 | 16.7% | $3,463 | 加仓 |
| IAI | ISHARES US BROKER-DEALER ETF | $2.44万 | 0.00% | 139 | -1 | -0.7% | -$176 | 减仓 |
| LLY | LILLY ELI AND CO | $2.88万 | 0.00% | 24 | 2 | 9.1% | $2,399 | 加仓 |
| IGIB | ISHARES TR ISHS 5-10YR INVT | $2.99万 | 0.00% | 562 | 35 | 6.6% | $1,861 | 加仓 |
| AVGO | BROADCOM INC COM | $3.06万 | 0.00% | 81 | 3 | 3.8% | $1,133 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS LG-TER | $3.29万 | 0.00% | 437 | 24 | 5.8% | $1,806 | 加仓 |
| V | VISA INC | $3.67万 | 0.00% | 107 | 53 | 98.1% | $1.82万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $3.75万 | 0.00% | 106 | -54 | -33.8% | -$1.91万 | 减仓 |
| ABBV | ABBVIE INC | $4.00万 | 0.00% | 159 | 21 | 15.2% | $5,284 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $4.40万 | 0.00% | 88 | 29 | 49.2% | $1.45万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR SBI INT- | $5.16万 | 0.00% | 971 | 150 | 18.3% | $7,966 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $6.49万 | 0.00% | 156 | 3 | 2.0% | $1,248 | 加仓 |
| WELL | WELLTOWER INC | $6.69万 | 0.00% | 295 | -472 | -61.5% | -$10.70万 | 减仓 |
| GLDM | WORLD GOLD TR SPDR GLD MINIS | $8.85万 | 0.00% | 1,114 | 171 | 18.1% | $1.36万 | 加仓 |
| GNR | SPDR INDEX SHS FDS GLB NAT RES | $9.94万 | 0.00% | 1,477 | 43 | 3.0% | $2,894 | 加仓 |
| EWC | ISHARES INC MSCI CDA INDEX | $10.53万 | 0.00% | 1,826 | -2,801 | -60.5% | -$16.15万 | 减仓 |
| — | INVESCO DB MLTI SECTR CMMTY EN | $10.55万 | 0.00% | 4,023 | 4,023 | — | $10.55万 | 新建仓 |
| DBB | INVESCO DB MLTI SECTR CMMTY BA | $11.73万 | 0.00% | 4,868 | -588 | -10.8% | -$1.42万 | 减仓 |
| INDA | ISHARES TR MSCI INDIA IDX | $14.72万 | 0.00% | 2,981 | -2,522 | -45.8% | -$12.46万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR SBI INT- | $15.50万 | 0.00% | 837 | 837 | — | $15.50万 | 新建仓 |
| EWY | ISHARES INC MSCI S KOREA | $17.08万 | 0.00% | 846 | -808 | -48.9% | -$16.31万 | 减仓 |
| EWT | ISHARES INC MSCI TIW ETF NEW | $17.39万 | 0.00% | 1,601 | -1,648 | -50.7% | -$17.90万 | 减仓 |
| MLPX | GLOBAL X FDS GLB X MLP ENRG I | $18.94万 | 0.00% | 2,571 | -206 | -7.4% | -$1.52万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $42.79万 | 0.01% | 1,045 | -10 | -0.9% | -$4,095 | 减仓 |