13F 机构持仓

WestEnd Advisors, LLC

CHARLOTTE NC · SEC CIK 0001351731

2026Q22026Q1 更早 9 个季度 🔒
$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
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 14.3%
XLF 10.4%
IEUR 8.1%
XLV 6.9%
VEU 6.7%
XLC 5.3%
VCSH 3.4%
TLT 3.3%
IEI 2.9%
IJR 2.8%

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%3,360,440 136,9014.2% $2,608.26万 加仓
XLF SELECT SECTOR SPDR TR SBI INT- $4.64亿10.35%8,662,021 898,39611.6% $4,816.30万 加仓
IEUR ISHARES TR CORE MSCI EURO $3.64亿8.11%4,841,845 998,01626.0% $7,502.10万 加仓
XLV SELECT SECTOR SPDR TR $3.09亿6.90%1,949,867 71,7533.8% $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%1,942,950 486,40133.4% $3,844.04万 加仓
TLT ISHARES TR 20 YR TRS BD $1.49亿3.33%1,727,307 783,94183.1% $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 7,7491.2% $147.39万 加仓
XLY SELECT SECTOR SPDR TR SBI CONS $1.20亿2.68%1,025,999 89,5709.6% $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%2,591,111 177,6837.4% $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 2,229,325429,542.4% $1.13亿 加仓
IEF ISHARES TR 7-10 YR TRS BD $8,063.45万1.80%852,633 72,9859.4% $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 4,63218.1% $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 770275.0% $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%1,477 433.0% $2,894 加仓
GLDM WORLD GOLD TR SPDR GLD MINIS $8.85万0.00%1,114 17118.1% $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 32.0% $1,248 加仓
XLE SELECT SECTOR SPDR TR SBI INT- $5.16万0.00%971 15018.3% $7,966 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL CL $4.40万0.00%88 2949.2% $1.45万 加仓
ABBV ABBVIE INC $4.00万0.00%159 2115.2% $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 5398.1% $1.82万 加仓
VCLT VANGUARD SCOTTSDALE FDS LG-TER $3.29万0.00%437 245.8% $1,806 加仓
AVGO BROADCOM INC COM $3.06万0.00%81 33.8% $1,133 加仓
IGIB ISHARES TR ISHS 5-10YR INVT $2.99万0.00%562 356.6% $1,861 加仓
LLY LILLY ELI AND CO $2.88万0.00%24 29.1% $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%21 316.7% $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%254 198.1% $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%72 710.8% $1,778 加仓
AMGN AMGEN INC $1.74万0.00%48 717.1% $2,535 加仓
AMD ADVANCED MICRO DEVICES INC $1.63万0.00%28 27.7% $1,162 加仓
MBB ISHARES TR MBS FIXED BDFD $1.55万0.00%164 00.0% — 不变
VTI VANGUARD INDEX TR STK MRK VIPE $1.52万0.00%41 12.5% $370 加仓
GILD GILEAD SCIENCES INC $1.40万0.00%111 1515.6% $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 41585.7% $1.12万 重新持有
BAC BANK OF AMERICA CORPORATION $1.30万0.00%229 73.2% $399 加仓
TSLA TESLA MTRS INC $1.30万0.00%31 26.9% $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 1013.9% $1,396 加仓
VRTX VERTEX PHARMACEUTICALS INC $1.09万0.00%22 315.8% $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 62112.7% $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 00.0% — 不变
AMAT APPLIED MATLS INC $1.01万0.00%14 17.7% $723 加仓
LRCX LAM RESEARCH CORP COM NEW $9,5330.00%22 14.8% $433 加仓
MRK MERCK N CO INC NEW $9,3810.00%73 69.0% $771 加仓
WFC WELLS FARGO AND CO NEW $8,8420.00%107 32.9% $248 加仓
MS MORGAN STANLEY $8,7800.00%42 37.7% $627 加仓
C CITIGROUP INC $8,3980.00%60 00.0% — 不变