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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| IEUR | ISHARES TR CORE MSCI EURO | $3.64亿 | 8.11% | 4,841,845 | 998,016 | 26.0% | $7,502.10万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $3.09亿 | 6.90% | 1,949,867 | 71,753 | 3.8% | $1,138.45万 | 加仓 |
| 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 |
| XLC | SELECT SECTOR SPDR TR COMMUNIC | $2.36亿 | 5.26% | 2,203,231 | -635,557 | -22.4% | -$6,808.81万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS SHRT-T | $1.54亿 | 3.42% | 1,942,950 | 486,401 | 33.4% | $3,844.04万 | 加仓 |
| 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 |
| 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 |
| IJR | ISHARES TR SANDP SMLCAP 600 | $1.26亿 | 2.80% | 847,232 | -90,018 | -9.6% | -$1,335.10万 | 减仓 |
| IBB | ISHARES TR ISHARES BIOTECH | $1.25亿 | 2.78% | 655,852 | 7,749 | 1.2% | $147.39万 | 加仓 |
| 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 |
| IYT | ISHARES TR US TRSPRTION | $1.20亿 | 2.68% | 1,383,695 | 1,383,695 | — | $1.20亿 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR SBI INT- | $1.17亿 | 2.62% | 2,591,111 | 177,683 | 7.4% | $805.62万 | 加仓 |
| IGM | ISHARES TR GLDM SACHS TEC | $1.17亿 | 2.61% | 714,852 | -121,197 | -14.5% | -$1,982.65万 | 减仓 |
| 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 |
| 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 |
| VPL | VANGUARD INTL EQUITY INDEX F P | $6,031.04万 | 1.34% | 521,280 | -53,454 | -9.3% | -$618.45万 | 减仓 |
| NVDA | NVIDIA CORP | $5,841.03万 | 1.30% | 291,918 | -35,912 | -11.0% | -$718.57万 | 减仓 |
| TXN | TEXAS INSTRS INC | $5,376.43万 | 1.20% | 180,372 | -20,951 | -10.4% | -$624.50万 | 减仓 |
| AAPL | APPLE INC COM | $4,871.30万 | 1.09% | 168,345 | -18,372 | -9.8% | -$531.62万 | 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 |
| AMZN | AMAZON COM INC | $4,165.25万 | 0.93% | 174,758 | -20,125 | -10.3% | -$479.67万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $4,080.39万 | 0.91% | 379,569 | 379,569 | — | $4,080.39万 | 新建仓 |
| JPM | J P MORGAN CHASE AND CO | $3,974.88万 | 0.89% | 121,431 | -14,869 | -10.9% | -$486.72万 | 减仓 |
| CB | CHUBB LIMITED COM | $3,779.97万 | 0.84% | 110,931 | -13,725 | -11.0% | -$467.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,665.74万 | 0.82% | 98,269 | -9,124 | -8.5% | -$340.35万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $3,621.39万 | 0.81% | 70,507 | -9,093 | -11.4% | -$467.04万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC C | $3,548.97万 | 0.79% | 70,784 | -11,830 | -14.3% | -$593.13万 | 减仓 |
| TJX | TJX COS INC | $3,417.87万 | 0.76% | 225,600 | -27,100 | -10.7% | -$410.57万 | 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 |
| MDT | MEDTRONIC PLC SHS | $2,995.78万 | 0.67% | 382,943 | -60,256 | -13.6% | -$471.39万 | 减仓 |
| PEP | PEPSICO INC | $2,966.35万 | 0.66% | 219,077 | -27,661 | -11.2% | -$374.54万 | 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 |
| CRM | SALESFORCE INC COM | $2,687.47万 | 0.60% | 171,546 | -39,232 | -18.6% | -$614.62万 | 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 |
| QCOM | QUALCOMM INC | $2,132.66万 | 0.48% | 115,407 | -14,623 | -11.2% | -$270.23万 | 减仓 |
| TMUS | T-MOBILE US INC | $2,042.03万 | 0.46% | 121,742 | -16,416 | -11.9% | -$275.35万 | 减仓 |
| INTU | INTUIT | $1,685.30万 | 0.38% | 64,569 | -16,682 | -20.5% | -$435.41万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,211.00万 | 0.27% | 19,419 | -6,194 | -24.2% | -$386.27万 | 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 |
| EEMA | ISHARES INC EMKTS ASIA IDX | $176.70万 | 0.04% | 15,107 | -562,319 | -97.4% | -$6,577.05万 | 减仓 |
| ACWI | ISHARES TR MSCI ACWI INDX | $152.96万 | 0.03% | 9,745 | -58,805 | -85.8% | -$923.04万 | 减仓 |
| AOR | ISHARES TR SNP GRWTH ALL | $94.18万 | 0.02% | 13,551 | -66,532 | -83.1% | -$462.39万 | 减仓 |
| WMT | WALMART INC | $82.06万 | 0.02% | 7,245 | -323,061 | -97.8% | -$3,658.97万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $78.63万 | 0.02% | 1,050 | 770 | 275.0% | $57.66万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS INT-TE | $64.44万 | 0.01% | 7,796 | -707,955 | -98.9% | -$5,851.61万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $42.79万 | 0.01% | 1,045 | -10 | -0.9% | -$4,095 | 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 |
| EWT | ISHARES INC MSCI TIW ETF NEW | $17.39万 | 0.00% | 1,601 | -1,648 | -50.7% | -$17.90万 | 减仓 |
| EWY | ISHARES INC MSCI S KOREA | $17.08万 | 0.00% | 846 | -808 | -48.9% | -$16.31万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR SBI INT- | $15.50万 | 0.00% | 837 | 837 | — | $15.50万 | 新建仓 |
| INDA | ISHARES TR MSCI INDIA IDX | $14.72万 | 0.00% | 2,981 | -2,522 | -45.8% | -$12.46万 | 减仓 |
| DBB | INVESCO DB MLTI SECTR CMMTY BA | $11.73万 | 0.00% | 4,868 | -588 | -10.8% | -$1.42万 | 减仓 |
| — | INVESCO DB MLTI SECTR CMMTY EN | $10.55万 | 0.00% | 4,023 | 4,023 | — | $10.55万 | 新建仓 |
| EWC | ISHARES INC MSCI CDA INDEX | $10.53万 | 0.00% | 1,826 | -2,801 | -60.5% | -$16.15万 | 减仓 |
| GNR | SPDR INDEX SHS FDS GLB NAT RES | $9.94万 | 0.00% | 1,477 | 43 | 3.0% | $2,894 | 加仓 |
| GLDM | WORLD GOLD TR SPDR GLD MINIS | $8.85万 | 0.00% | 1,114 | 171 | 18.1% | $1.36万 | 加仓 |
| WELL | WELLTOWER INC | $6.69万 | 0.00% | 295 | -472 | -61.5% | -$10.70万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $6.49万 | 0.00% | 156 | 3 | 2.0% | $1,248 | 加仓 |
| XLE | SELECT SECTOR SPDR TR SBI INT- | $5.16万 | 0.00% | 971 | 150 | 18.3% | $7,966 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $4.40万 | 0.00% | 88 | 29 | 49.2% | $1.45万 | 加仓 |
| ABBV | ABBVIE INC | $4.00万 | 0.00% | 159 | 21 | 15.2% | $5,284 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $3.75万 | 0.00% | 106 | -54 | -33.8% | -$1.91万 | 减仓 |
| V | VISA INC | $3.67万 | 0.00% | 107 | 53 | 98.1% | $1.82万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS LG-TER | $3.29万 | 0.00% | 437 | 24 | 5.8% | $1,806 | 加仓 |
| AVGO | BROADCOM INC COM | $3.06万 | 0.00% | 81 | 3 | 3.8% | $1,133 | 加仓 |
| IGIB | ISHARES TR ISHS 5-10YR INVT | $2.99万 | 0.00% | 562 | 35 | 6.6% | $1,861 | 加仓 |
| LLY | LILLY ELI AND CO | $2.88万 | 0.00% | 24 | 2 | 9.1% | $2,399 | 加仓 |
| IAI | ISHARES US BROKER-DEALER ETF | $2.44万 | 0.00% | 139 | -1 | -0.7% | -$176 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2.42万 | 0.00% | 21 | 3 | 16.7% | $3,463 | 加仓 |
| SPSB | SPDR SERIES TRUST BARC CAPTL E | $2.08万 | 0.00% | 693 | 693 | — | $2.08万 | 新建仓 |
| HYG | ISHARES TR HIGH YLD CORP | $2.03万 | 0.00% | 254 | 19 | 8.1% | $1,519 | 重新持有 |
| EWW | ISHARES INC MSCI MEXICO | $1.90万 | 0.00% | 253 | 253 | — | $1.90万 | 新建仓 |
| ET | ENERGY TRANSFER LP | $1.83万 | 0.00% | 958 | 958 | — | $1.83万 | 新建仓 |
| JNJ | JOHNSON AND JOHNSON | $1.83万 | 0.00% | 72 | 7 | 10.8% | $1,778 | 加仓 |
| AMGN | AMGEN INC | $1.74万 | 0.00% | 48 | 7 | 17.1% | $2,535 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.63万 | 0.00% | 28 | 2 | 7.7% | $1,162 | 加仓 |
| MBB | ISHARES TR MBS FIXED BDFD | $1.55万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX TR STK MRK VIPE | $1.52万 | 0.00% | 41 | 1 | 2.5% | $370 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1.40万 | 0.00% | 111 | 15 | 15.6% | $1,895 | 加仓 |
| AEIS | ADVANCED ENERGY IND INC | $1.36万 | 0.00% | 36 | 36 | — | $1.36万 | 新建仓 |
| UNP | UNION PAC CORP | $1.31万 | 0.00% | 48 | 41 | 585.7% | $1.12万 | 重新持有 |
| BAC | BANK OF AMERICA CORPORATION | $1.30万 | 0.00% | 229 | 7 | 3.2% | $399 | 加仓 |
| TSLA | TESLA MTRS INC | $1.30万 | 0.00% | 31 | 2 | 6.9% | $841 | 加仓 |
| LIN | LINDE PLC SHS | $1.30万 | 0.00% | 25 | 25 | — | $1.30万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $1.20万 | 0.00% | 50 | 50 | — | $1.20万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC COM | $1.15万 | 0.00% | 159 | 159 | — | $1.15万 | 新建仓 |
| INTC | INTEL CORP | $1.15万 | 0.00% | 82 | 10 | 13.9% | $1,396 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.09万 | 0.00% | 22 | 3 | 15.8% | $1,490 | 加仓 |
| VT | VANGUARD TTL WRLD STK INDX | $1.08万 | 0.00% | 69 | -49 | -41.5% | -$7,692 | 减仓 |
| IGV | ISHARES N AMERICAN TECH SOFT | $1.06万 | 0.00% | 117 | 62 | 112.7% | $5,623 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.03万 | 0.00% | 10 | -1 | -9.1% | -$1,026 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS INC INT | $1.02万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $1.01万 | 0.00% | 14 | 1 | 7.7% | $723 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $9,533 | 0.00% | 22 | 1 | 4.8% | $433 | 加仓 |
| MRK | MERCK N CO INC NEW | $9,381 | 0.00% | 73 | 6 | 9.0% | $771 | 加仓 |
| WFC | WELLS FARGO AND CO NEW | $8,842 | 0.00% | 107 | 3 | 2.9% | $248 | 加仓 |
| MS | MORGAN STANLEY | $8,780 | 0.00% | 42 | 3 | 7.7% | $627 | 加仓 |
| C | CITIGROUP INC | $8,398 | 0.00% | 60 | 0 | 0.0% | — | 不变 |