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 |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -11,283 | -100.0% | -$266.59万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -35,535 | -100.0% | -$173.34万 | 清仓 |
| — | SUPERNUS PHARMACEUTICALS | $0 | 0.00% | 0 | -31,998 | -100.0% | -$165.40万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -188 | -100.0% | -$63.50万 | 清仓 |
| LWLG | LIGHTWAVE LOGIC INC | $0 | 0.00% | 0 | -80,933 | -100.0% | -$56.90万 | 清仓 |
| LRN | STRIDE INC | $0 | 0.00% | 0 | -4,177 | -100.0% | -$36.83万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -5,447 | -100.0% | -$34.18万 | 清仓 |
| AIQ | GLOBAL X FDS | $0 | 0.00% | 0 | -7,192 | -100.0% | -$33.56万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -550 | -100.0% | -$26.67万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,900 | -100.0% | -$25.35万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -5,300 | -100.0% | -$24.91万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,260 | -100.0% | -$22.62万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -5,700 | -100.0% | -$22.22万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -352 | -100.0% | -$21.27万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -2,700 | -100.0% | -$20.41万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,204 | -100.0% | -$20.23万 | 清仓 |
| PBR | PETROLEO BRASILEIRO S A | $20.04万 | 0.03% | 12,400 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $20.27万 | 0.03% | 7,000 | 7,000 | — | $20.27万 | 新建仓 |
| NVS | NOVARTIS AG | $20.37万 | 0.03% | 1,300 | 1,300 | — | $20.37万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $20.59万 | 0.03% | 1,138 | 1,138 | — | $20.59万 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $20.81万 | 0.03% | 100 | 0 | 0.0% | — | 重新持有 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $20.85万 | 0.03% | 18,700 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $20.94万 | 0.03% | 2,700 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $20.94万 | 0.03% | 665 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $20.95万 | 0.03% | 4,493 | -15 | -0.3% | -$699 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $20.97万 | 0.03% | 427 | 427 | — | $20.97万 | 新建仓 |
| IWD | ISHARES TR | $21.14万 | 0.04% | 872 | 872 | — | $21.14万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $21.60万 | 0.04% | 520 | 520 | — | $21.60万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $21.73万 | 0.04% | 5,500 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $21.96万 | 0.04% | 553 | 553 | — | $21.96万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $21.97万 | 0.04% | 1,250 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $22.03万 | 0.04% | 2,441 | 2,441 | — | $22.03万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $22.58万 | 0.04% | 1,901 | -47 | -2.4% | -$5,582 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $22.90万 | 0.04% | 1,374 | -5,433 | -79.8% | -$90.56万 | 减仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $23.18万 | 0.04% | 3,269 | -63 | -1.9% | -$4,468 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $23.79万 | 0.04% | 1,076 | 1,076 | — | $23.79万 | 新建仓 |
| SO | SOUTHERN CO | $23.93万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.10万 | 0.04% | 4,182 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $24.10万 | 0.04% | 1,077 | -1,076 | -50.0% | -$24.08万 | 减仓 |
| SBUX | STARBUCKS CORP | $24.15万 | 0.04% | 2,363 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $24.20万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $24.22万 | 0.04% | 3,500 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $24.62万 | 0.04% | 1,400 | 1,400 | — | $24.62万 | 新建仓 |
| TSN | TYSON FOODS INC | $24.70万 | 0.04% | 4,314 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $24.89万 | 0.04% | 850 | 850 | — | $24.89万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $25.15万 | 0.04% | 3,698 | 222 | 6.4% | $1.51万 | 加仓 |
| IVE | ISHARES TR | $25.75万 | 0.04% | 1,134 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $25.98万 | 0.04% | 191 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $26.23万 | 0.04% | 1,738 | -7,170 | -80.5% | -$108.22万 | 减仓 |
| COP | CONOCOPHILLIPS | $26.81万 | 0.04% | 2,579 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $26.87万 | 0.04% | 956 | -706 | -42.5% | -$19.84万 | 减仓 |
| SMH | VANECK ETF TRUST | $26.89万 | 0.04% | 410 | 410 | — | $26.89万 | 新建仓 |
| KO | COCA COLA CO | $27.12万 | 0.05% | 3,337 | -243 | -6.8% | -$1.97万 | 减仓 |
| MCK | MCKESSON CORP | $27.43万 | 0.05% | 363 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $28.28万 | 0.05% | 3,339 | -510 | -13.3% | -$4.32万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $28.62万 | 0.05% | 5,630 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $28.94万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $30.67万 | 0.05% | 3,380 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $30.91万 | 0.05% | 3,309 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $31.10万 | 0.05% | 1,935 | -21 | -1.1% | -$3,375 | 减仓 |
| PSX | PHILLIPS 66 | $32.27万 | 0.05% | 1,909 | 1,909 | — | $32.27万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $32.70万 | 0.05% | 1,630 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $33.82万 | 0.06% | 1,552 | -132 | -7.8% | -$2.88万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $34.38万 | 0.06% | 6,735 | -800 | -10.6% | -$4.08万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $34.77万 | 0.06% | 11,514 | 2,025 | 21.3% | $6.12万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $36.17万 | 0.06% | 900 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $36.18万 | 0.06% | 7,300 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $36.23万 | 0.06% | 4,700 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $36.51万 | 0.06% | 5,051 | -53 | -1.0% | -$3,831 | 减仓 |
| ET | ENERGY TRANSFER L P | $36.71万 | 0.06% | 19,200 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $37.22万 | 0.06% | 11,967 | -459 | -3.7% | -$1.43万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $37.77万 | 0.06% | 1,313 | 1,313 | — | $37.77万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $37.81万 | 0.06% | 2,245 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $37.86万 | 0.06% | 2,991 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $38.35万 | 0.06% | 1,800 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $39.28万 | 0.07% | 8,450 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $39.40万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $39.55万 | 0.07% | 2,275 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $39.58万 | 0.07% | 12,593 | 1,974 | 18.6% | $6.20万 | 加仓 |
| MPC | MARATHON PETE CORP | $39.63万 | 0.07% | 1,550 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $39.68万 | 0.07% | 4,521 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $40.21万 | 0.07% | 1,120 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $40.78万 | 0.07% | 794 | -201 | -20.2% | -$10.32万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $41.31万 | 0.07% | 5,725 | -2,500 | -30.4% | -$18.04万 | 减仓 |
| — | QORVO INC | $42.38万 | 0.07% | 4,544 | -30 | -0.7% | -$2,798 | 减仓 |
| APH | AMPHENOL CORP | $42.58万 | 0.07% | 2,415 | 738 | 44.0% | $13.01万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $43.75万 | 0.07% | 1,324 | -4 | -0.3% | -$1,322 | 减仓 |
| TXN | TEXAS INSTRS INC | $44.71万 | 0.07% | 1,500 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $45.01万 | 0.07% | 2,525 | -250 | -9.0% | -$4.46万 | 减仓 |
| INTC | INTEL CORP | $45.21万 | 0.08% | 3,238 | 3,238 | — | $45.21万 | 新建仓 |
| USB | US BANCORP | $45.30万 | 0.08% | 7,500 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $45.81万 | 0.08% | 3,200 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $46.05万 | 0.08% | 4,745 | -75 | -1.6% | -$7,280 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $46.68万 | 0.08% | 1,380 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP | $46.92万 | 0.08% | 6,115 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $47.10万 | 0.08% | 4,500 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $47.62万 | 0.08% | 2,200 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $47.73万 | 0.08% | 488 | -12 | -2.4% | -$1.17万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.04万 | 0.08% | 960 | -63 | -6.2% | -$3.15万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $48.30万 | 0.08% | 4,200 | 0 | 0.0% | — | 不变 |