Westover Capital Advisors, LLC
WILMINGTON DE · SEC CIK 0001483467
$6.02亿2026Q2 申报市值
240持仓数
33.8%前十大占比 · 第一大 5.5%
20 / 16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
FTDR 新建仓+$316.53万
TMUS 加仓+$141.97万
ESE 新建仓+$127.62万
MCRI 新建仓+$98.75万
TSM 加仓+$75.17万
2026Q2 卖出最多 按季末市值估算
LOW 清仓-$266.59万
YUMC 清仓-$173.34万
SUPERNUS PHARMAC 清仓-$165.40万
PJT 减仓-$108.22万
WCN 减仓-$90.56万
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 |
|---|---|---|---|---|---|---|---|---|
| FDXF | FEDEX FGHT HLDG CO INC | $48.47万 | 0.08% | 3,210 | 3,210 | — | $48.47万 | 新建仓 |
| CSCO | CISCO SYS INC | $48.72万 | 0.08% | 4,148 | -20 | -0.5% | -$2,349 | 减仓 |
| IWM | ISHARES TR | $48.94万 | 0.08% | 1,629 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $49.72万 | 0.08% | 6,978 | -89 | -1.3% | -$6,341 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $50.26万 | 0.08% | 3,440 | 1,024 | 42.4% | $14.96万 | 加仓 |
| FIVE | FIVE BELOW INC | $50.43万 | 0.08% | 2,805 | 2,805 | — | $50.43万 | 新建仓 |
| AGX | ARGAN INC | $50.47万 | 0.08% | 632 | -138 | -17.9% | -$11.02万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $51.20万 | 0.09% | 23,000 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $51.54万 | 0.09% | 1,379 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $52.00万 | 0.09% | 6,242 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $53.74万 | 0.09% | 14,620 | -2 | -0.0% | -$74 | 减仓 |
| VTI | VANGUARD INDEX FDS | $53.88万 | 0.09% | 1,456 | -50 | -3.3% | -$1.85万 | 减仓 |
| IVW | ISHARES TR | $53.91万 | 0.09% | 3,920 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $55.58万 | 0.09% | 12,700 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $55.58万 | 0.09% | 6,400 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $55.58万 | 0.09% | 1,246 | -1 | -0.1% | -$446 | 减仓 |
| MTB | M & T BK CORP | $56.08万 | 0.09% | 2,356 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $56.60万 | 0.09% | 9,000 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $58.17万 | 0.10% | 5,694 | -107 | -1.8% | -$1.09万 | 减仓 |
| TSLA | TESLA INC | $58.76万 | 0.10% | 1,397 | -142 | -9.2% | -$5.97万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $58.79万 | 0.10% | 18,600 | -3,000 | -13.9% | -$9.48万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $61.24万 | 0.10% | 2,700 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $62.41万 | 0.10% | 5,140 | 1,888 | 58.1% | $22.93万 | 加仓 |
| BX | BLACKSTONE INC | $63.22万 | 0.11% | 5,373 | -1,576 | -22.7% | -$18.54万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $63.82万 | 0.11% | 1,800 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $64.49万 | 0.11% | 5,500 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $66.72万 | 0.11% | 1,500 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $67.09万 | 0.11% | 3,000 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $68.06万 | 0.11% | 7,500 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $68.84万 | 0.11% | 13,818 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $68.90万 | 0.11% | 2,774 | -1 | -0.0% | -$248 | 减仓 |
| ETR | ENTERGY CORP NEW | $68.92万 | 0.11% | 6,000 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $69.16万 | 0.11% | 2,809 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $69.54万 | 0.12% | 2,027 | -282 | -12.2% | -$9.68万 | 减仓 |
| OKE | ONEOK INC NEW | $70.15万 | 0.12% | 8,069 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $74.02万 | 0.12% | 8,065 | -3,065 | -27.5% | -$28.13万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $74.91万 | 0.12% | 25,189 | -505 | -2.0% | -$1.50万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $74.93万 | 0.12% | 6,333 | -132 | -2.0% | -$1.56万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $79.34万 | 0.13% | 17,500 | 4,300 | 32.6% | $19.50万 | 加仓 |
| C | CITIGROUP INC | $80.44万 | 0.13% | 5,747 | 1,635 | 39.8% | $22.88万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $80.72万 | 0.13% | 1,942 | -13 | -0.7% | -$5,403 | 减仓 |
| TOL | TOLL BROTHERS INC | $80.73万 | 0.13% | 4,900 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $84.00万 | 0.14% | 7,200 | -50 | -0.7% | -$5,834 | 减仓 |
| AZN | ASTRAZENECA PLC | $84.53万 | 0.14% | 4,458 | -3 | -0.1% | -$569 | 减仓 |
| WFC | WELLS FARGO & CO | $84.68万 | 0.14% | 10,247 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $84.70万 | 0.14% | 4,994 | -54 | -1.1% | -$9,158 | 减仓 |
| J | JACOBS SOLUTIONS INC | $84.73万 | 0.14% | 6,725 | -7,068 | -51.2% | -$89.05万 | 减仓 |
| SUB | ISHARES TR | $84.74万 | 0.14% | 7,959 | 267 | 3.5% | $2.84万 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $85.84万 | 0.14% | 32,925 | -1,975 | -5.7% | -$5.15万 | 减仓 |
| AMGN | AMGEN INC | $86.00万 | 0.14% | 2,375 | -21 | -0.9% | -$7,605 | 减仓 |
| MCD | MCDONALDS CORP | $86.80万 | 0.14% | 3,211 | -16 | -0.5% | -$4,325 | 减仓 |
| TEX | TEREX CORP NEW | $88.55万 | 0.15% | 12,232 | -1,172 | -8.7% | -$8.48万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $88.56万 | 0.15% | 9,313 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $90.85万 | 0.15% | 3,801 | -62 | -1.6% | -$1.48万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $92.87万 | 0.15% | 1,217 | -177 | -12.7% | -$13.51万 | 减仓 |
| ICLR | ICON PUB LTD CO | $93.46万 | 0.16% | 5,381 | -1,247 | -18.8% | -$21.66万 | 减仓 |
| RIO | RIO TINTO PLC | $97.78万 | 0.16% | 10,300 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $98.42万 | 0.16% | 13,239 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO & RESORT INC | $98.75万 | 0.16% | 7,503 | 7,503 | — | $98.75万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $99.29万 | 0.16% | 4,455 | -629 | -12.4% | -$14.02万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $100.44万 | 0.17% | 2,295 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $100.89万 | 0.17% | 4,000 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $101.50万 | 0.17% | 2,739 | -61 | -2.2% | -$2.26万 | 减仓 |
| AXGN | AXOGEN INC | $103.20万 | 0.17% | 22,343 | -373 | -1.6% | -$1.72万 | 减仓 |
| PEP | PEPSICO INC | $108.73万 | 0.18% | 8,030 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $110.71万 | 0.18% | 9,907 | -54 | -0.5% | -$6,034 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $112.82万 | 0.19% | 11,363 | -185 | -1.6% | -$1.84万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $116.91万 | 0.19% | 5,095 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $119.35万 | 0.20% | 3,384 | -174 | -4.9% | -$6.14万 | 减仓 |
| BAC | BANK OF AMER CORP | $121.13万 | 0.20% | 21,259 | 1,408 | 7.1% | $8.02万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $126.89万 | 0.21% | 18,195 | -154 | -0.8% | -$1.07万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $127.62万 | 0.21% | 3,646 | 3,646 | — | $127.62万 | 新建仓 |
| RY | ROYAL BK CDA | $127.99万 | 0.21% | 6,184 | -85 | -1.4% | -$1.76万 | 减仓 |
| FIX | COMFORT SYS USA INC | $130.81万 | 0.22% | 660 | 76 | 13.0% | $15.06万 | 加仓 |
| ETN | EATON CORP PLC | $135.21万 | 0.22% | 3,173 | -15 | -0.5% | -$6,392 | 减仓 |
| GEV | GE VERNOVA INC | $136.87万 | 0.23% | 1,165 | 4 | 0.3% | $4,699 | 加仓 |
| MPLX | MPLX LP | $140.26万 | 0.23% | 24,900 | 3,500 | 16.4% | $19.72万 | 加仓 |
| MRK | MERCK & CO INC | $150.55万 | 0.25% | 11,716 | -126 | -1.1% | -$1.62万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $152.18万 | 0.25% | 7,514 | 354 | 4.9% | $7.17万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $152.79万 | 0.25% | 6,016 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $156.67万 | 0.26% | 2,697 | 901 | 50.2% | $52.34万 | 加仓 |
| RTX | RTX CORPORATION | $159.13万 | 0.26% | 8,387 | -346 | -4.0% | -$6.56万 | 减仓 |
| NDAQ | NASDAQ INC | $160.29万 | 0.27% | 20,336 | -1,139 | -5.3% | -$8.98万 | 减仓 |
| CMI | CUMMINS INC | $166.25万 | 0.28% | 2,331 | -19 | -0.8% | -$1.36万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $168.89万 | 0.28% | 3,189 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $174.30万 | 0.29% | 14,179 | -434 | -3.0% | -$5.34万 | 减仓 |
| SMLF | ISHARES TR | $176.85万 | 0.29% | 19,840 | -45 | -0.2% | -$4,011 | 减仓 |
| MS | MORGAN STANLEY | $182.07万 | 0.30% | 8,710 | 680 | 8.5% | $14.21万 | 加仓 |
| VB | VANGUARD INDEX FDS | $187.96万 | 0.31% | 6,201 | -4 | -0.1% | -$1,212 | 减仓 |
| CAH | CARDINAL HEALTH INC | $188.15万 | 0.31% | 7,920 | 719 | 10.0% | $17.08万 | 加仓 |
| TMUS | T-MOBILE US INC | $188.51万 | 0.31% | 11,239 | 8,464 | 305.0% | $141.97万 | 加仓 |
| CVX | CHEVRON CORPORATION | $192.76万 | 0.32% | 11,629 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $195.34万 | 0.32% | 15,058 | -783 | -4.9% | -$10.16万 | 减仓 |
| NOW | SERVICENOW INC | $197.01万 | 0.33% | 19,844 | -111 | -0.6% | -$1.10万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $200.69万 | 0.33% | 15,885 | -387 | -2.4% | -$4.89万 | 减仓 |
| FDX | FEDEX CORP | $201.53万 | 0.33% | 6,436 | -35 | -0.5% | -$1.10万 | 减仓 |
| APP | APPLOVIN CORP | $202.28万 | 0.34% | 3,926 | 237 | 6.4% | $12.21万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $212.88万 | 0.35% | 1,540 | -18 | -1.2% | -$2.49万 | 减仓 |
| ABBV | ABBVIE INC | $215.13万 | 0.36% | 8,549 | -11 | -0.1% | -$2,768 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $235.66万 | 0.39% | 25,540 | -287 | -1.1% | -$2.65万 | 减仓 |