13F 机构持仓

WestEnd Advisors, LLC

CHARLOTTE NC · SEC CIK 0001351731

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$44.85亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

XLK 10.3%
XLF 9.3%
XLC 7.6%
VEU 6.9%
XLV 6.6%
IEUR 6.5%
XLP 5.6%
IEI 3.5%
IJR 2.8%
VCSH 2.8%

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
EWJ ISHARES INC MSCI JPN ETF NEW $00.00%0 -4,069-100.0% -$32.85万 清仓
HYG ISHARES TR HIGH YLD CORP $00.00%0 —— — 申报中断
UNP UNION PACIFIC CORP $00.00%0 —— — 申报中断
LW LAMB WESTON HLDGS INC $00.00%0 -6-100.0% -$251 清仓
MTCH MATCH GROUP INC NEW COM $00.00%0 -7-100.0% -$226 清仓
MOH MOLINA HEALTHCARE INC $00.00%0 -1-100.0% -$174 清仓
GE GE AEROSPACE COM NEW $00.00%0 0— — 清仓
— ESC GCI LIBERTY INC SR $00.00%0 -18-100.0% — 清仓
MGM MGM MIRAGE $740.00%2 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $750.00%4 00.0% — 不变
SKYD PARAMOUNT SKYDANCE CORP COM US $900.00%10 00.0% — 不变
HAS HASBRO INC $940.00%1 00.0% — 不变
DECK DECKERS OUTDOOR CORP $1000.00%1 00.0% — 不变
WYNN WYNN RESORTS LTD $1020.00%1 00.0% — 不变
GPC GENUINE PARTS CO $1060.00%1 00.0% — 不变
NWS NEWS CORP NEW $1140.00%4 00.0% — 不变
BBY BEST BUY INC $1280.00%2 00.0% — 不变
EPAM EPAM SYS INC $1350.00%1 00.0% — 不变
APTV APTIV PLC COM SHS $1390.00%2 00.0% — 不变
LULU LULULEMON ATHLETICA INC $1530.00%1 00.0% — 不变
DVA DAVITA INC $1540.00%1 00.0% — 不变
IT GARTNER INC $1580.00%1 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $1610.00%3 00.0% — 不变
LVS LAS VEGAS SANDS CORP $1620.00%3 00.0% — 不变
GDDY GODADDY INC CL A $1650.00%2 00.0% — 不变
GEN GEN DIGITAL INC COM $1690.00%9 00.0% — 不变
UHS UNIVERSAL HLTH SVCS INC $1790.00%1 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC COM N $1820.00%8 00.0% — 不变
WSM WILLIAMS SONOMA INC $1820.00%1 00.0% — 不变
BF/B BROWN FORMAN CORP $1850.00%7 00.0% — 不变
DRI DARDEN RESTAURANTS INC $1960.00%1 00.0% — 不变
CPB THE CAMPBELLS COMPANY COM $2000.00%9 00.0% — 不变
ZBRA ZEBRA TECHNOLOGIES CORP $2090.00%1 00.0% — 不变
FDS FACTSET RESH SYS INC $2170.00%1 00.0% — 不变
BAX BAXTER INTL INC $2180.00%13 00.0% — 不变
HSIC SCHEIN HENRY INC $2210.00%3 00.0% — 不变
EXPE EXPEDIA INC DEL $2310.00%1 00.0% — 不变
PHM PULTE HOMES INC $2350.00%2 00.0% — 不变
BEN FRANKLIN RES INC $2360.00%10 00.0% — 不变
CDW CDW CORP COM $2420.00%2 00.0% — 不变
VRSN VERISIGN INC $2480.00%1 00.0% — 不变
ERIE ERIE INDTY CO $2510.00%1 00.0% — 不变
SOLV SOLVENTUM CORP $2610.00%4 00.0% — 不变
TRMB TRIMBLE NAVIGATION LTD $2610.00%4 00.0% — 不变
LEN LENNAR CORP $2610.00%3 00.0% — 不变
FOX FOX CORP $2660.00%5 00.0% — 不变
TSCO TRACTOR SUPPLY CO $2720.00%6 00.0% — 不变
HRL HORMEL FOODS CORP $2720.00%12 00.0% — 不变
TPR TAPESTRY INC COM $2820.00%2 00.0% — 不变
PTC PTC INC $2850.00%2 00.0% — 不变
HPQ HP INC COM $2880.00%15 00.0% — 不变
FFIV F5 NETWORKS INC $2890.00%1 00.0% — 不变
NWSA NEWS CORP NEW $2990.00%12 00.0% — 不变
TAP MOLSON COORS BREWING CO $3010.00%7 00.0% — 不变
NTAP NETAPP INC $3070.00%3 00.0% — 不变
CCL CARNIVAL CORP PAIRED CTF $3110.00%12 00.0% — 不变
CVNA CARVANA CO $3140.00%1 00.0% — 不变
CAG CONAGRA FOODS INC $3140.00%20 00.0% — 不变
EG EVEREST GROUP LTD COM $3270.00%1 00.0% — 不变
TTD THE TRADE DESK INC $3400.00%15 00.0% — 不变
ALGN ALIGN TECHNOLOGY INC $3430.00%2 00.0% — 不变
CRL CHARLES RIV LABS INTL INC $3450.00%2 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $3450.00%3 00.0% — 不变
Q QNITY ELECTRONICS INC $3460.00%3 00.0% — 不变
IVZ INVESCO LTD $3640.00%15 00.0% — 不变
EBAY EBAY INC $3640.00%4 00.0% — 不变
TECH BIO TECHNE CORP $3660.00%7 00.0% — 不变
SJM SMUCKER J M CO $3860.00%4 00.0% — 不变
WDAY WORKDAY INC $3900.00%3 00.0% — 不变
CNC CENTENE CORP DEL $3930.00%12 00.0% — 不变
FSLR FIRST SOLAR INC $3950.00%2 00.0% — 不变
FOXA FOX CORP $4090.00%7 00.0% — 不变
DHI D R HORTON INC $4120.00%3 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $4160.00%13 00.0% — 不变
GL GLOBE LIFE INC COM $4180.00%3 00.0% — 不变
VTRS VIATRIS INC $4190.00%31 00.0% — 不变
PODD INSULET CORP $4200.00%2 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $4290.00%7 00.0% — 不变
COO COOPER COS INC COM $4290.00%6 00.0% — 不变
ON ON SEMICONDUCTOR CORP $4330.00%7 00.0% — 不变
AIZ ASSURANT INC $4360.00%2 00.0% — 不变
AES AES CORP $4370.00%31 00.0% — 不变
RVTY REVVITY INC COM $4380.00%5 00.0% — 不变
— HOLOGIC INC $4540.00%6 00.0% — 不变
GRMN GARMIN LTD $4640.00%2 00.0% — 不变
YUM YUM BRANDS INC $4660.00%3 00.0% — 不变
ECHO ECHOSTAR HOLDING CORP $4680.00%4 4— $468 新建仓
GPN GLOBAL PMTS INC $4710.00%7 00.0% — 不变
F FORD MTR CO DEL $4730.00%41 00.0% — 不变
JKHY HENRY JACK AND ASSOC INC $4740.00%3 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $5000.00%21 00.0% — 不变
MKC MCCORMICK AND CO INC $5040.00%10 00.0% — 不变
ABNB AIRBNB INC $5050.00%4 00.0% — 不变
HUM HUMANA INC $5200.00%3 00.0% — 不变
JBL JABIL INC $5310.00%2 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $5410.00%6 00.0% — 不变
ZBH ZIMMER BIOMET HLDGS INC COM $5430.00%6 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC $5810.00%9 00.0% — 不变
BRO BROWN AND BROWN INC $5870.00%9 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $5880.00%3 00.0% — 不变