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 |
|---|---|---|---|---|---|---|---|---|
| ALB | ALBEMARLE CORP | $810 | 0.00% | 6 | 6 | — | $810 | 新建仓 |
| DXCM | DEXCOM INC | $808 | 0.00% | 12 | 2 | 20.0% | $135 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $796 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PUB LTD | $784 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $780 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION CL | $779 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $771 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $771 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $754 | 0.00% | 7 | 1 | 16.7% | $108 | 加仓 |
| KEY | KEYCORP NEW | $738 | 0.00% | 32 | 2 | 6.7% | $46 | 加仓 |
| DASH | DOORDASH INC - A | $738 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MARKETS INC | $728 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $710 | 0.00% | 4 | 4 | — | $710 | 新建仓 |
| WRB | BERKLEY W R CORP | $705 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $700 | 0.00% | 18 | 2 | 12.5% | $78 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES N V | $684 | 0.00% | 13 | 13 | — | $684 | 新建仓 |
| L | LOEWS CORP | $679 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ROP | ROPER INDS INC NEW | $677 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $667 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $662 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $653 | 0.00% | 4 | 1 | 33.3% | $163 | 加仓 |
| AVY | AVERY DENNISON CORP | $649 | 0.00% | 4 | 4 | — | $649 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $642 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BRO | BROWN AND BROWN INC | $642 | 0.00% | 10 | 1 | 11.1% | $64 | 加仓 |
| ROST | ROSS STORES INC | $639 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $636 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD | $632 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $612 | 0.00% | 44 | 3 | 7.3% | $42 | 加仓 |
| CVNA | CARVANA CO | $592 | 0.00% | 9 | 4 | 80.0% | $263 | 加仓 |
| ADSK | AUTODESK INC | $583 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $580 | 0.00% | 8 | 1 | 14.3% | $72 | 加仓 |
| ABNB | AIRBNB INC | $572 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $559 | 0.00% | 5 | 1 | 25.0% | $112 | 加仓 |
| VTRS | VIATRIS INC | $556 | 0.00% | 35 | 4 | 12.9% | $64 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT INC | $549 | 0.00% | 3 | -2 | -40.0% | -$366 | 减仓 |
| AIZ | ASSURANT INC | $537 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC COM | $536 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $534 | 0.00% | 13 | 1 | 8.3% | $41 | 加仓 |
| ZBH | ZIMMER BIOMET HLDGS INC COM | $517 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $510 | 0.00% | 15 | 2 | 15.4% | $68 | 加仓 |
| TECH | BIO TECHNE CORP | $495 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $489 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $480 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $475 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $472 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $469 | 0.00% | 32 | 1 | 3.2% | $15 | 加仓 |
| NTAP | NETAPP INC | $464 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $454 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC COM | $445 | 0.00% | 4 | -1 | -20.0% | -$111 | 减仓 |
| TPR | TAPESTRY INC COM | $439 | 0.00% | 3 | 1 | 50.0% | $146 | 加仓 |
| OMC | OMNICOM GROUP INC | $437 | 0.00% | 6 | -3 | -33.3% | -$218 | 减仓 |
| COO | COOPER COS INC COM | $430 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CCL | Carnival Corporation COM USD0. | $429 | 0.00% | 15 | 15 | — | $429 | 新建仓 |
| IVZ | INVESCO LTD | $422 | 0.00% | 16 | 1 | 6.7% | $26 | 加仓 |
| CDW | CDW CORP COM | $422 | 0.00% | 3 | 1 | 50.0% | $141 | 加仓 |
| FFIV | F5 NETWORKS INC | $416 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK AND ASSOC INC | $413 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO NEW COM | $381 | 0.00% | 18 | 18 | — | $381 | 新建仓 |
| WDAY | WORKDAY INC | $367 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD COM | $357 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $355 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $351 | 0.00% | 16 | 1 | 6.7% | $22 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $349 | 0.00% | 9 | 2 | 28.6% | $78 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $337 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RES INC | $333 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $320 | 0.00% | 15 | 2 | 15.4% | $43 | 加仓 |
| SOLV | SOLVENTUM CORP | $309 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP CL A | $305 | 0.00% | 3 | -1 | -25.0% | -$102 | 减仓 |
| PODD | INSULET CORP | $305 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC NEW | $284 | 0.00% | 2 | -1 | -33.3% | -$142 | 减仓 |
| PHM | PULTE HOMES INC | $274 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $271 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC COM N | $264 | 0.00% | 9 | 1 | 12.5% | $29 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORP | $263 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA INC DEL | $256 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC CL A | $255 | 0.00% | 3 | 1 | 50.0% | $85 | 加仓 |
| VRSN | VERISIGN INC | $252 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $251 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO | $240 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $236 | 0.00% | 2 | 1 | 100.0% | $118 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $233 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $230 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $227 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC COM | $224 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $223 | 0.00% | 9 | -3 | -25.0% | -$74 | 减仓 |
| DVA | DAVITA INC | $222 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $209 | 0.00% | 4 | -3 | -42.9% | -$157 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $206 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE NAVIGATION LTD | $205 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $203 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC CL A | $201 | 0.00% | 1 | -2 | -66.7% | -$402 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $190 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC COM SHS | $184 | 0.00% | 3 | 1 | 50.0% | $61 | 加仓 |
| TTD | THE TRADE DESK INC | $163 | 0.00% | 9 | -6 | -40.0% | -$109 | 减仓 |
| AOM | ISHARES CORE 40/60 MODERATE | $153 | 0.00% | 3 | -13 | -81.2% | -$663 | 减仓 |
| BBY | BEST BUY INC | $152 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $149 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $141 | 0.00% | 3 | -2 | -40.0% | -$94 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $139 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $130 | 0.00% | 1 | 0 | 0.0% | — | 不变 |