Westover Capital Advisors, LLC
WILMINGTON DE · SEC CIK 0001483467
$5.43亿2026Q1 申报市值
235持仓数
33.6%前十大占比 · 第一大 5.3%
28 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PANW 加仓+$459.93万
LOW 加仓+$231.22万
YUMC 新建仓+$173.34万
LLY 加仓+$145.78万
JAAA 加仓+$90.48万
2026Q1 卖出最多 按季末市值估算
CYBERARK SOFTWAR 清仓-$585.32万
LRN 减仓-$291.95万
SE 清仓-$213.05万
CARG 清仓-$191.21万
TILE 清仓-$174.44万
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 |
|---|---|---|---|---|---|---|---|---|
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -13,122 | -100.0% | -$585.32万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -16,701 | -100.0% | -$213.05万 | 清仓 |
| CARG | CARGURUS INC | $0 | 0.00% | 0 | -49,858 | -100.0% | -$191.21万 | 清仓 |
| TILE | INTERFACE INC | $0 | 0.00% | 0 | -62,478 | -100.0% | -$174.44万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -13,908 | -100.0% | -$84.57万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4,492 | -100.0% | -$82.60万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -2,509 | -100.0% | -$66.47万 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -18,835 | -100.0% | -$65.55万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -6,369 | -100.0% | -$58.09万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -4,975 | -100.0% | -$52.80万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$52.41万 | 清仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $0 | 0.00% | 0 | -11,118 | -100.0% | -$43.67万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -2,800 | -100.0% | -$41.04万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,897 | -100.0% | -$32.45万 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -11,162 | -100.0% | -$29.65万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1,263 | -100.0% | -$28.76万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -9,472 | -100.0% | -$26.04万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -1,000 | -100.0% | -$22.89万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,174 | -100.0% | -$21.78万 | 清仓 |
| TPG | TPG INC | $0 | 0.00% | 0 | -3,400 | -100.0% | -$21.71万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -953 | -100.0% | -$20.78万 | 清仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -7,592 | -100.0% | -$20.28万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,590 | -100.0% | -$20.01万 | 清仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $20.17万 | 0.04% | 3,500 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $20.22万 | 0.04% | 3,476 | 120 | 3.6% | $6,982 | 加仓 |
| PFE | PFIZER INC | $20.23万 | 0.04% | 7,204 | 7,204 | — | $20.23万 | 新建仓 |
| — | HOLOGIC INC | $20.41万 | 0.04% | 2,700 | 2,700 | — | $20.41万 | 新建仓 |
| GWW | WW GRAINGER INC | $20.83万 | 0.04% | 191 | 191 | — | $20.83万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $21.07万 | 0.04% | 18,700 | 18,700 | — | $21.07万 | 新建仓 |
| SBUX | STARBUCKS CORP | $21.17万 | 0.04% | 2,363 | 2,363 | — | $21.17万 | 新建仓 |
| APH | AMPHENOL CORP | $21.19万 | 0.04% | 1,677 | 1,677 | — | $21.19万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $21.19万 | 0.04% | 1,000 | 1,000 | — | $21.19万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $21.27万 | 0.04% | 352 | 352 | — | $21.27万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $21.65万 | 0.04% | 1,948 | -20 | -1.0% | -$2,222 | 减仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $21.70万 | 0.04% | 3,332 | 3,332 | — | $21.70万 | 新建仓 |
| SYK | STRYKER CORPORATION | $21.85万 | 0.04% | 665 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $22.10万 | 0.04% | 4,508 | -738 | -14.1% | -$3.62万 | 减仓 |
| HAL | HALLIBURTON CO | $22.22万 | 0.04% | 5,700 | 5,700 | — | $22.22万 | 新建仓 |
| ALB | ALBEMARLE CORP | $22.62万 | 0.04% | 1,260 | 1,260 | — | $22.62万 | 新建仓 |
| EVRG | EVERGY INC | $22.94万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $23.94万 | 0.04% | 1,134 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $24.13万 | 0.04% | 2,500 | 2,500 | — | $24.13万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $24.72万 | 0.05% | 1,250 | 1,250 | — | $24.72万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $24.79万 | 0.05% | 9,489 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $24.91万 | 0.05% | 5,300 | 5,300 | — | $24.91万 | 新建仓 |
| SHEL | SHELL PLC | $25.11万 | 0.05% | 2,700 | 2,700 | — | $25.11万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $25.35万 | 0.05% | 3,900 | 3,900 | — | $25.35万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $25.36万 | 0.05% | 4,182 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $25.73万 | 0.05% | 12,400 | 12,400 | — | $25.73万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $26.29万 | 0.05% | 10,619 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $26.67万 | 0.05% | 550 | -10 | -1.8% | -$4,849 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $26.80万 | 0.05% | 5,500 | 5,500 | — | $26.80万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $27.18万 | 0.05% | 1,956 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $27.23万 | 0.05% | 3,580 | 3,580 | — | $27.23万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $27.23万 | 0.05% | 1,800 | 0 | 0.0% | — | 重新持有 |
| TSN | TYSON FOODS INC | $27.64万 | 0.05% | 4,314 | 4,314 | — | $27.64万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $28.07万 | 0.05% | 1,120 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $28.13万 | 0.05% | 5,630 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $28.52万 | 0.05% | 7,300 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $28.93万 | 0.05% | 900 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $29.12万 | 0.05% | 1,500 | -1,500 | -50.0% | -$29.12万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $29.74万 | 0.05% | 1,630 | -150 | -8.4% | -$2.74万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $30.34万 | 0.06% | 3,252 | -40 | -1.2% | -$3,732 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $31.14万 | 0.06% | 3,380 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $31.30万 | 0.06% | 5,104 | -254 | -4.7% | -$1.56万 | 减仓 |
| IWO | ISHARES TR | $31.38万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $31.41万 | 0.06% | 363 | -3 | -0.8% | -$2,596 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $31.64万 | 0.06% | 2,416 | 2,416 | — | $31.64万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $31.75万 | 0.06% | 2,275 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $32.22万 | 0.06% | 3,849 | -44 | -1.1% | -$3,683 | 减仓 |
| CSCO | CISCO SYS INC | $32.34万 | 0.06% | 4,168 | 31 | 0.7% | $2,405 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $32.72万 | 0.06% | 1,662 | -113 | -6.4% | -$2.22万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $33.04万 | 0.06% | 1,684 | 1,684 | — | $33.04万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $33.07万 | 0.06% | 4,500 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $33.56万 | 0.06% | 7,192 | -368 | -4.9% | -$1.72万 | 减仓 |
| COP | CONOCOPHILLIPS | $34.04万 | 0.06% | 2,579 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $34.18万 | 0.06% | 5,447 | 72 | 1.3% | $4,518 | 加仓 |
| MKSI | MKS INC. | $34.47万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $34.61万 | 0.06% | 12,426 | -349 | -2.7% | -$9,720 | 减仓 |
| GM | GENERAL MTRS CO | $35.02万 | 0.06% | 4,700 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $35.40万 | 0.07% | 4,574 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $35.82万 | 0.07% | 3,309 | -100 | -2.9% | -$1.08万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $36.54万 | 0.07% | 1,796 | 1,796 | — | $36.54万 | 新建仓 |
| LRN | STRIDE INC | $36.83万 | 0.07% | 4,177 | -33,112 | -88.8% | -$291.95万 | 减仓 |
| ET | ENERGY TRANSFER L P | $37.06万 | 0.07% | 19,200 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $37.85万 | 0.07% | 1,550 | -1,550 | -50.0% | -$37.85万 | 减仓 |
| USB | US BANCORP | $39.01万 | 0.07% | 7,500 | 3,500 | 87.5% | $18.20万 | 加仓 |
| GE | GE AEROSPACE | $39.13万 | 0.07% | 1,379 | 9 | 0.7% | $2,554 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $39.16万 | 0.07% | 2,991 | 991 | 49.5% | $12.98万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $39.42万 | 0.07% | 1,800 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $39.80万 | 0.07% | 4,200 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP | $40.03万 | 0.07% | 6,115 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $40.38万 | 0.07% | 1,328 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $40.40万 | 0.07% | 1,629 | -3 | -0.2% | -$744 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $41.74万 | 0.08% | 1,380 | -20 | -1.4% | -$6,050 | 减仓 |
| EMR | EMERSON ELEC CO | $41.93万 | 0.08% | 3,200 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $41.94万 | 0.08% | 770 | -16 | -2.0% | -$8,714 | 减仓 |
| NEE | NEXTERA ENERGY INC | $41.99万 | 0.08% | 4,521 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $43.42万 | 0.08% | 8,450 | 8,450 | — | $43.42万 | 新建仓 |