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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $8,338 | 0.00% | 95 | 6 | 6.7% | $527 | 加仓 |
| CSCO | CISCO SYS INC | $7,987 | 0.00% | 68 | 5 | 7.9% | $587 | 加仓 |
| CASY | CASEY'S GENERAL STORES INC | $7,153 | 0.00% | 9 | 9 | — | $7,153 | 新建仓 |
| CSX | CSX CORP | $7,130 | 0.00% | 150 | 150 | — | $7,130 | 新建仓 |
| KLAC | KLA-TENCOR CORP | $6,939 | 0.00% | 23 | 3 | 15.0% | $905 | 加仓 |
| TFLO | ISHARES TR TRS FLT RT BD | $6,835 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $6,821 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX COM INC | $6,783 | 0.00% | 95 | -40 | -29.6% | -$2,856 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $6,427 | 0.00% | 19 | 1 | 5.6% | $338 | 加仓 |
| DAL | DELTA AIR LINES INC DEL | $5,901 | 0.00% | 63 | 63 | — | $5,901 | 新建仓 |
| NSC | NORFOLK SOUTHERN CORP | $5,663 | 0.00% | 18 | 18 | — | $5,663 | 新建仓 |
| GOVT | ISHARES TR US TREASURY BD | $5,513 | 0.00% | 242 | 2 | 0.8% | $46 | 加仓 |
| NEM | NEWMONT MINING CORP | $5,511 | 0.00% | 59 | 59 | — | $5,511 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP NEW | $5,259 | 0.00% | 57 | 2 | 3.6% | $185 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $5,115 | 0.00% | 15 | 5 | 50.0% | $1,705 | 加仓 |
| SO | SOUTHERN CO | $4,977 | 0.00% | 52 | 5 | 10.6% | $479 | 加仓 |
| FCX | FREEPORT-MCMORAN COPPER AND GO | $4,968 | 0.00% | 79 | 79 | — | $4,968 | 新建仓 |
| DHR | DANAHER CORP DEL | $4,952 | 0.00% | 26 | -2 | -7.1% | -$381 | 减仓 |
| ABT | ABBOTT LABS | $4,809 | 0.00% | 53 | 6 | 12.8% | $544 | 加仓 |
| BLK | BLACKROCK INC COM | $4,808 | 0.00% | 5 | 1 | 25.0% | $962 | 加仓 |
| DVYE | ISHARES INC EMRGMKT DIVIDX | $4,738 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHINE | $4,499 | 0.00% | 16 | 1 | 6.7% | $281 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $4,476 | 0.00% | 13 | 13 | — | $4,476 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY GROUP LTD C | $4,468 | 0.00% | 15 | 15 | — | $4,468 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $4,433 | 0.00% | 38 | 1 | 2.7% | $117 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $4,430 | 0.00% | 35 | 1 | 2.9% | $127 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $4,414 | 0.00% | 22 | 1 | 4.8% | $201 | 加仓 |
| PGR | PROGRESSIVE CORP OHIO | $4,369 | 0.00% | 20 | 1 | 5.3% | $218 | 加仓 |
| UAL | UNITED CONTL HLDGS INC | $4,352 | 0.00% | 32 | 32 | — | $4,352 | 新建仓 |
| HD | HOME DEPOT INC | $4,232 | 0.00% | 12 | 2 | 20.0% | $705 | 加仓 |
| ECL | ECOLAB INC | $4,179 | 0.00% | 15 | 15 | — | $4,179 | 新建仓 |
| ORCL | ORACLE CORP COM | $4,103 | 0.00% | 28 | 1 | 3.7% | $147 | 加仓 |
| FDX | FEDEX CORP | $4,071 | 0.00% | 13 | 13 | — | $4,071 | 新建仓 |
| PFE | PFIZER INC | $4,070 | 0.00% | 169 | 18 | 11.9% | $433 | 加仓 |
| CRH | CRH PLC ORD | $4,066 | 0.00% | 38 | 38 | — | $4,066 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS | $4,022 | 0.00% | 95 | -40 | -29.6% | -$1,693 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,977 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP COM | $3,931 | 0.00% | 38 | 4 | 11.8% | $414 | 加仓 |
| APH | AMPHENOL CORP NEW | $3,879 | 0.00% | 22 | 2 | 10.0% | $353 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC | $3,860 | 0.00% | 4 | 1 | 33.3% | $965 | 加仓 |
| DIS | DISNEY WALT CO | $3,850 | 0.00% | 40 | -19 | -32.2% | -$1,829 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $3,832 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $3,831 | 0.00% | 15 | 2 | 15.4% | $511 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $3,726 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3,693 | 0.00% | 15 | 2 | 15.4% | $492 | 加仓 |
| ADI | ANALOG DEVICES INC | $3,575 | 0.00% | 9 | 1 | 12.5% | $397 | 加仓 |
| APD | AIR PRODS AND CHEMS INC | $3,518 | 0.00% | 12 | 12 | — | $3,518 | 新建仓 |
| BNY | BANK OF NEW YORK MELLON CORP | $3,471 | 0.00% | 24 | 2 | 9.1% | $289 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $3,457 | 0.00% | 60 | 7 | 13.2% | $403 | 加仓 |
| AEP | AMERICAN ELEC PWR INC | $3,420 | 0.00% | 25 | 2 | 8.7% | $274 | 加仓 |
| USB | US BANCORP DEL COM | $3,262 | 0.00% | 54 | 4 | 8.0% | $242 | 加仓 |
| T | AT AND T INC | $3,250 | 0.00% | 157 | -72 | -31.4% | -$1,490 | 减仓 |
| ODFL | OLD DOMINION FGHT LINES INC | $3,249 | 0.00% | 15 | 15 | — | $3,249 | 新建仓 |
| USIG | ISHARES TR LEHMAN CR BD | $3,231 | 0.00% | 63 | 1 | 1.6% | $51 | 加仓 |
| SYK | STRYKER CORP | $3,148 | 0.00% | 10 | 1 | 11.1% | $315 | 加仓 |
| CTVA | CORTEVA INC | $3,134 | 0.00% | 37 | 37 | — | $3,134 | 新建仓 |
| BX | BLACKSTONE INC COM | $3,059 | 0.00% | 26 | 2 | 8.3% | $235 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $3,058 | 0.00% | 18 | 2 | 12.5% | $340 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $3,053 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EWJV | ISHARES TR MSCI JP VALUE | $3,033 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $2,896 | 0.00% | 13 | 13 | — | $2,896 | 新建仓 |
| BIIB | BIOGEN IDEC INC | $2,809 | 0.00% | 13 | 1 | 8.3% | $216 | 加仓 |
| D | DOMINION ENERGY INC COM | $2,800 | 0.00% | 41 | 4 | 10.8% | $273 | 加仓 |
| MCO | MOODYS CORP | $2,718 | 0.00% | 6 | 1 | 20.0% | $453 | 加仓 |
| SRE | SEMPRA COM | $2,689 | 0.00% | 29 | 1 | 3.6% | $93 | 加仓 |
| MRSH | MARSH COM | $2,667 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $2,650 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $2,607 | 0.00% | 26 | 1 | 4.0% | $100 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $2,417 | 0.00% | 47 | 47 | — | $2,417 | 新建仓 |
| ETR | ENTERGY CORP NEW | $2,412 | 0.00% | 21 | 2 | 10.5% | $230 | 加仓 |
| VST | VISTRA ENERGY CORP | $2,379 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $2,339 | 0.00% | 19 | 1 | 5.6% | $123 | 加仓 |
| XEL | XCEL ENERGY INC | $2,329 | 0.00% | 29 | 4 | 16.0% | $321 | 加仓 |
| AON | AON PLC SHS CL A | $2,322 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC COM | $2,320 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $2,311 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| KKR | KKR N CO INC | $2,295 | 0.00% | 25 | 3 | 13.6% | $275 | 加仓 |
| MCK | MCKESSON CORP | $2,267 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CI | CIGNA CORP NEW COM | $2,205 | 0.00% | 8 | 1 | 14.3% | $276 | 加仓 |
| EXC | EXELON CORP | $2,191 | 0.00% | 47 | 3 | 6.8% | $140 | 加仓 |
| MRNA | MODERNA INC | $2,171 | 0.00% | 31 | 4 | 14.8% | $280 | 加仓 |
| TFC | TRUIST FINL CORP COM | $2,142 | 0.00% | 43 | 2 | 4.9% | $100 | 加仓 |
| ALL | ALLSTATE CORP | $2,141 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J AND CO | $2,066 | 0.00% | 9 | 1 | 12.5% | $230 | 加仓 |
| VMC | VULCAN MATLS CO | $2,065 | 0.00% | 7 | 7 | — | $2,065 | 新建仓 |
| APP | APPLOVIN CORP | $2,061 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP | $1,989 | 0.00% | 81 | -37 | -31.4% | -$909 | 减仓 |
| — | ISHARES INC ASIA PAC30 IDX | $1,986 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR RL EST S | $1,937 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| APO | Apollo Global Management Inc C | $1,893 | 0.00% | 16 | 1 | 6.7% | $118 | 加仓 |
| MCD | MCDONALDS CORP | $1,892 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $1,881 | 0.00% | 17 | 2 | 13.3% | $221 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,878 | 0.00% | 44 | 6 | 15.8% | $256 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,877 | 0.00% | 5 | 1 | 25.0% | $375 | 加仓 |
| AFL | AFLAC INC | $1,876 | 0.00% | 16 | 1 | 6.7% | $117 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1,867 | 0.00% | 23 | 1 | 4.5% | $81 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $1,752 | 0.00% | 15 | 2 | 15.4% | $234 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $1,747 | 0.00% | 31 | 10 | 47.6% | $564 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1,737 | 0.00% | 6 | 6 | — | $1,737 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,730 | 0.00% | 3 | 3 | — | $1,730 | 新建仓 |