13F 机构持仓

Westover Capital Advisors, LLC

WILMINGTON DE · SEC CIK 0001483467

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6.02亿2026Q2
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

AAPL 5.3%
NVDA 4.7%
GOOGL 4.5%
GLD 3.6%
AVGO 2.9%
AMZN 2.8%
MSFT 2.7%
FNDF 2.6%
JPM 2.3%
SCHO 2.2%

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 $00.00%0 -13,122-100.0% -$585.32万 清仓
SE SEA LTD $00.00%0 -16,701-100.0% -$213.05万 清仓
CARG CARGURUS INC $00.00%0 -49,858-100.0% -$191.21万 清仓
TILE INTERFACE INC $00.00%0 -62,478-100.0% -$174.44万 清仓
— REV GROUP INC $00.00%0 -13,908-100.0% -$84.57万 清仓
AZN ASTRAZENECA PLC $00.00%0 -4,492-100.0% -$82.60万 清仓
CRM SALESFORCE INC $00.00%0 -2,509-100.0% -$66.47万 清仓
CORT CORCEPT THERAPEUTICS INC $00.00%0 -18,835-100.0% -$65.55万 清仓
ORLY OREILLY AUTOMOTIVE INC $00.00%0 -6,369-100.0% -$58.09万 清仓
EHC ENCOMPASS HEALTH CORP $00.00%0 -4,975-100.0% -$52.80万 清仓
ANET ARISTA NETWORKS INC $00.00%0 -4,000-100.0% -$52.41万 清仓
GCT GIGACLOUD TECHNOLOGY INC $00.00%0 -11,118-100.0% -$43.67万 清仓
BABA ALIBABA GROUP HLDG LTD $00.00%0 -2,800-100.0% -$41.04万 清仓
QCOM QUALCOMM INC $00.00%0 -1,897-100.0% -$32.45万 清仓
KD KYNDRYL HLDGS INC $00.00%0 -11,162-100.0% -$29.65万 清仓
PGR PROGRESSIVE CORP $00.00%0 -1,263-100.0% -$28.76万 清仓
KMI KINDER MORGAN INC DEL $00.00%0 -9,472-100.0% -$26.04万 清仓
DHR DANAHER CORPORATION $00.00%0 -1,000-100.0% -$22.89万 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -1,174-100.0% -$21.78万 清仓
TPG TPG INC $00.00%0 -3,400-100.0% -$21.71万 清仓
FCNCA FIRST CTZNS BANCSHARES INC D $00.00%0 —— — 申报中断
UHS UNIVERSAL HLTH SVCS INC $00.00%0 -953-100.0% -$20.78万 清仓
ACAD ACADIA PHARMACEUTICALS INC $00.00%0 -7,592-100.0% -$20.28万 清仓
DELL DELL TECHNOLOGIES INC $00.00%0 -1,590-100.0% -$20.01万 清仓
ZION ZIONS BANCORPORATION NATL AS $20.17万0.04%3,500 00.0% — 不变
DYNF BLACKROCK ETF TRUST $20.22万0.04%3,476 1203.6% $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 00.0% — 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 00.0% — 不变
IVE ISHARES TR $23.94万0.04%1,134 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 不变
XLB SELECT SECTOR SPDR TR $28.13万0.05%5,630 00.0% — 不变
UBS UBS GROUP AG $28.52万0.05%7,300 00.0% — 不变
MSGK MADISON SQUARE GRDN SPRT COR $28.93万0.05%900 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 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%4,168 310.7% $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 00.0% — 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 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $34.18万0.06%5,447 721.3% $4,518 加仓
MKSI MKS INC. $34.47万0.06%1,500 00.0% — 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 00.0% — 不变
— QORVO INC $35.40万0.07%4,574 00.0% — 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 00.0% — 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 3,50087.5% $18.20万 加仓
GE GE AEROSPACE $39.13万0.07%1,379 90.7% $2,554 加仓
DUK DUKE ENERGY CORP NEW $39.16万0.07%2,991 99149.5% $12.98万 加仓
RSG REPUBLIC SVCS INC $39.42万0.07%1,800 00.0% — 不变
CM CANADIAN IMPERIAL BANK OF CO $39.80万0.07%4,200 00.0% — 不变
WSFS WSFS FINL CORP $40.03万0.07%6,115 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $40.38万0.07%1,328 00.0% — 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 00.0% — 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 00.0% — 不变
SLB SLB LIMITED $43.42万0.08%8,450 8,450— $43.42万 新建仓