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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS INT-TE | $64.44万 | 0.01% | 7,796 | -707,955 | -98.9% | -$5,851.61万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $78.63万 | 0.02% | 1,050 | 770 | 275.0% | $57.66万 | 加仓 |
| WMT | WALMART INC | $82.06万 | 0.02% | 7,245 | -323,061 | -97.8% | -$3,658.97万 | 减仓 |
| AOR | ISHARES TR SNP GRWTH ALL | $94.18万 | 0.02% | 13,551 | -66,532 | -83.1% | -$462.39万 | 减仓 |
| ACWI | ISHARES TR MSCI ACWI INDX | $152.96万 | 0.03% | 9,745 | -58,805 | -85.8% | -$923.04万 | 减仓 |
| EEMA | ISHARES INC EMKTS ASIA IDX | $176.70万 | 0.04% | 15,107 | -562,319 | -97.4% | -$6,577.05万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR SBI CONS | $221.90万 | 0.05% | 26,712 | -2,801,902 | -99.1% | -$2.33亿 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,211.00万 | 0.27% | 19,419 | -6,194 | -24.2% | -$386.27万 | 减仓 |
| INTU | INTUIT | $1,685.30万 | 0.38% | 64,569 | -16,682 | -20.5% | -$435.41万 | 减仓 |
| TMUS | T-MOBILE US INC | $2,042.03万 | 0.46% | 121,742 | -16,416 | -11.9% | -$275.35万 | 减仓 |
| QCOM | QUALCOMM INC | $2,132.66万 | 0.48% | 115,407 | -14,623 | -11.2% | -$270.23万 | 减仓 |
| SPY | STATE STR SPDR SNP 500 ETF TR | $2,256.42万 | 0.50% | 30,214 | 4,632 | 18.1% | $345.92万 | 加仓 |
| CRM | SALESFORCE INC COM | $2,687.47万 | 0.60% | 171,546 | -39,232 | -18.6% | -$614.62万 | 减仓 |
| SPGI | S AND P GLOBAL INC | $2,745.01万 | 0.61% | 67,399 | -12,723 | -15.9% | -$518.18万 | 减仓 |
| PEP | PEPSICO INC | $2,966.35万 | 0.66% | 219,077 | -27,661 | -11.2% | -$374.54万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $2,995.78万 | 0.67% | 382,943 | -60,256 | -13.6% | -$471.39万 | 减仓 |
| META | META PLATFORMS INC CL A | $3,151.06万 | 0.70% | 55,937 | -9,602 | -14.7% | -$540.90万 | 减仓 |
| TJX | TJX COS INC | $3,417.87万 | 0.76% | 225,600 | -27,100 | -10.7% | -$410.57万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC C | $3,548.97万 | 0.79% | 70,784 | -11,830 | -14.3% | -$593.13万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $3,621.39万 | 0.81% | 70,507 | -9,093 | -11.4% | -$467.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,665.74万 | 0.82% | 98,269 | -9,124 | -8.5% | -$340.35万 | 减仓 |
| CB | CHUBB LIMITED COM | $3,779.97万 | 0.84% | 110,931 | -13,725 | -11.0% | -$467.68万 | 减仓 |
| JPM | J P MORGAN CHASE AND CO | $3,974.88万 | 0.89% | 121,431 | -14,869 | -10.9% | -$486.72万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $4,080.39万 | 0.91% | 379,569 | 379,569 | — | $4,080.39万 | 新建仓 |
| AMZN | AMAZON COM INC | $4,165.25万 | 0.93% | 174,758 | -20,125 | -10.3% | -$479.67万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $4,455.11万 | 0.99% | 124,662 | -13,956 | -10.1% | -$498.75万 | 减仓 |
| AAPL | APPLE INC COM | $4,871.30万 | 1.09% | 168,345 | -18,372 | -9.8% | -$531.62万 | 减仓 |
| TXN | TEXAS INSTRS INC | $5,376.43万 | 1.20% | 180,372 | -20,951 | -10.4% | -$624.50万 | 减仓 |
| NVDA | NVIDIA CORP | $5,841.03万 | 1.30% | 291,918 | -35,912 | -11.0% | -$718.57万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F P | $6,031.04万 | 1.34% | 521,280 | -53,454 | -9.3% | -$618.45万 | 减仓 |
| IEF | ISHARES TR 7-10 YR TRS BD | $8,063.45万 | 1.80% | 852,633 | 72,985 | 9.4% | $690.23万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR SBI MATE | $1.13亿 | 2.53% | 2,229,844 | 2,229,325 | 429,542.4% | $1.13亿 | 加仓 |
| IGM | ISHARES TR GLDM SACHS TEC | $1.17亿 | 2.61% | 714,852 | -121,197 | -14.5% | -$1,982.65万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR SBI INT- | $1.17亿 | 2.62% | 2,591,111 | 177,683 | 7.4% | $805.62万 | 加仓 |
| IYT | ISHARES TR US TRSPRTION | $1.20亿 | 2.68% | 1,383,695 | 1,383,695 | — | $1.20亿 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR SBI CONS | $1.20亿 | 2.68% | 1,025,999 | 89,570 | 9.6% | $1,050.52万 | 加仓 |
| IBB | ISHARES TR ISHARES BIOTECH | $1.25亿 | 2.78% | 655,852 | 7,749 | 1.2% | $147.39万 | 加仓 |
| IJR | ISHARES TR SANDP SMLCAP 600 | $1.26亿 | 2.80% | 847,232 | -90,018 | -9.6% | -$1,335.10万 | 减仓 |
| IEI | ISHARES TR LEHMAN 3-7 YR | $1.29亿 | 2.88% | 1,099,976 | -105,888 | -8.8% | -$1,243.66万 | 减仓 |
| TLT | ISHARES TR 20 YR TRS BD | $1.49亿 | 3.33% | 1,727,307 | 783,941 | 83.1% | $6,774.84万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS SHRT-T | $1.54亿 | 3.42% | 1,942,950 | 486,401 | 33.4% | $3,844.04万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR COMMUNIC | $2.36亿 | 5.26% | 2,203,231 | -635,557 | -22.4% | -$6,808.81万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F A | $3.01亿 | 6.71% | 3,595,668 | -201,015 | -5.3% | -$1,683.51万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $3.09亿 | 6.90% | 1,949,867 | 71,753 | 3.8% | $1,138.45万 | 加仓 |
| IEUR | ISHARES TR CORE MSCI EURO | $3.64亿 | 8.11% | 4,841,845 | 998,016 | 26.0% | $7,502.10万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR SBI INT- | $4.64亿 | 10.35% | 8,662,021 | 898,396 | 11.6% | $4,816.30万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR SBI INT- | $6.40亿 | 14.27% | 3,360,440 | 136,901 | 4.2% | $2,608.26万 | 加仓 |