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 |
|---|---|---|---|---|---|---|---|---|
| ICLR | ICON PUB LTD CO | $93.46万 | 0.16% | 5,381 | -1,247 | -18.8% | -$21.66万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $92.87万 | 0.15% | 1,217 | -177 | -12.7% | -$13.51万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $90.85万 | 0.15% | 3,801 | -62 | -1.6% | -$1.48万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $88.56万 | 0.15% | 9,313 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $88.55万 | 0.15% | 12,232 | -1,172 | -8.7% | -$8.48万 | 减仓 |
| MCD | MCDONALDS CORP | $86.80万 | 0.14% | 3,211 | -16 | -0.5% | -$4,325 | 减仓 |
| AMGN | AMGEN INC | $86.00万 | 0.14% | 2,375 | -21 | -0.9% | -$7,605 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $85.84万 | 0.14% | 32,925 | -1,975 | -5.7% | -$5.15万 | 减仓 |
| SUB | ISHARES TR | $84.74万 | 0.14% | 7,959 | 267 | 3.5% | $2.84万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $84.73万 | 0.14% | 6,725 | -7,068 | -51.2% | -$89.05万 | 减仓 |
| STT | STATE STR CORP | $84.70万 | 0.14% | 4,994 | -54 | -1.1% | -$9,158 | 减仓 |
| WFC | WELLS FARGO & CO | $84.68万 | 0.14% | 10,247 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $84.53万 | 0.14% | 4,458 | -3 | -0.1% | -$569 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $84.00万 | 0.14% | 7,200 | -50 | -0.7% | -$5,834 | 减仓 |
| TOL | TOLL BROTHERS INC | $80.73万 | 0.13% | 4,900 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $80.72万 | 0.13% | 1,942 | -13 | -0.7% | -$5,403 | 减仓 |
| C | CITIGROUP INC | $80.44万 | 0.13% | 5,747 | 1,635 | 39.8% | $22.88万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $79.34万 | 0.13% | 17,500 | 4,300 | 32.6% | $19.50万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $74.93万 | 0.12% | 6,333 | -132 | -2.0% | -$1.56万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $74.91万 | 0.12% | 25,189 | -505 | -2.0% | -$1.50万 | 减仓 |
| KKR | KKR & CO INC | $74.02万 | 0.12% | 8,065 | -3,065 | -27.5% | -$28.13万 | 减仓 |
| OKE | ONEOK INC NEW | $70.15万 | 0.12% | 8,069 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $69.54万 | 0.12% | 2,027 | -282 | -12.2% | -$9.68万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $69.16万 | 0.11% | 2,809 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $68.92万 | 0.11% | 6,000 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $68.90万 | 0.11% | 2,774 | -1 | -0.0% | -$248 | 减仓 |
| TFC | TRUIST FINL CORP | $68.84万 | 0.11% | 13,818 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $68.06万 | 0.11% | 7,500 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $67.09万 | 0.11% | 3,000 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $66.72万 | 0.11% | 1,500 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $64.49万 | 0.11% | 5,500 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $63.82万 | 0.11% | 1,800 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $63.22万 | 0.11% | 5,373 | -1,576 | -22.7% | -$18.54万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $62.41万 | 0.10% | 5,140 | 1,888 | 58.1% | $22.93万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $61.24万 | 0.10% | 2,700 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $58.79万 | 0.10% | 18,600 | -3,000 | -13.9% | -$9.48万 | 减仓 |
| TSLA | TESLA INC | $58.76万 | 0.10% | 1,397 | -142 | -9.2% | -$5.97万 | 减仓 |
| STIP | ISHARES TR | $58.17万 | 0.10% | 5,694 | -107 | -1.8% | -$1.09万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $56.60万 | 0.09% | 9,000 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $56.08万 | 0.09% | 2,356 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $55.58万 | 0.09% | 1,246 | -1 | -0.1% | -$446 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $55.58万 | 0.09% | 6,400 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $55.58万 | 0.09% | 12,700 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $53.91万 | 0.09% | 3,920 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $53.88万 | 0.09% | 1,456 | -50 | -3.3% | -$1.85万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $53.74万 | 0.09% | 14,620 | -2 | -0.0% | -$74 | 减仓 |
| BHP | BHP BILLITON LIMITED | $52.00万 | 0.09% | 6,242 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $51.54万 | 0.09% | 1,379 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $51.20万 | 0.09% | 23,000 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $50.47万 | 0.08% | 632 | -138 | -17.9% | -$11.02万 | 减仓 |
| FIVE | FIVE BELOW INC | $50.43万 | 0.08% | 2,805 | 2,805 | — | $50.43万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $50.26万 | 0.08% | 3,440 | 1,024 | 42.4% | $14.96万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $49.72万 | 0.08% | 6,978 | -89 | -1.3% | -$6,341 | 减仓 |
| IWM | ISHARES TR | $48.94万 | 0.08% | 1,629 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $48.72万 | 0.08% | 4,148 | -20 | -0.5% | -$2,349 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $48.47万 | 0.08% | 3,210 | 3,210 | — | $48.47万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $48.30万 | 0.08% | 4,200 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.04万 | 0.08% | 960 | -63 | -6.2% | -$3.15万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $47.73万 | 0.08% | 488 | -12 | -2.4% | -$1.17万 | 减仓 |
| BA | BOEING CO | $47.62万 | 0.08% | 2,200 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $47.10万 | 0.08% | 4,500 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP | $46.92万 | 0.08% | 6,115 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $46.68万 | 0.08% | 1,380 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $46.05万 | 0.08% | 4,745 | -75 | -1.6% | -$7,280 | 减仓 |
| EMR | EMERSON ELEC CO | $45.81万 | 0.08% | 3,200 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $45.30万 | 0.08% | 7,500 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $45.21万 | 0.08% | 3,238 | 3,238 | — | $45.21万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $45.01万 | 0.07% | 2,525 | -250 | -9.0% | -$4.46万 | 减仓 |
| TXN | TEXAS INSTRS INC | $44.71万 | 0.07% | 1,500 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $43.75万 | 0.07% | 1,324 | -4 | -0.3% | -$1,322 | 减仓 |
| APH | AMPHENOL CORP | $42.58万 | 0.07% | 2,415 | 738 | 44.0% | $13.01万 | 加仓 |
| — | QORVO INC | $42.38万 | 0.07% | 4,544 | -30 | -0.7% | -$2,798 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $41.31万 | 0.07% | 5,725 | -2,500 | -30.4% | -$18.04万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $40.78万 | 0.07% | 794 | -201 | -20.2% | -$10.32万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $40.21万 | 0.07% | 1,120 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $39.68万 | 0.07% | 4,521 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $39.63万 | 0.07% | 1,550 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $39.58万 | 0.07% | 12,593 | 1,974 | 18.6% | $6.20万 | 加仓 |
| NTRS | NORTHERN TR CORP | $39.55万 | 0.07% | 2,275 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $39.40万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $39.28万 | 0.07% | 8,450 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $38.35万 | 0.06% | 1,800 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $37.86万 | 0.06% | 2,991 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $37.81万 | 0.06% | 2,245 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD SCOTTSDALE FDS | $37.77万 | 0.06% | 1,313 | 1,313 | — | $37.77万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $37.22万 | 0.06% | 11,967 | -459 | -3.7% | -$1.43万 | 减仓 |
| ET | ENERGY TRANSFER L P | $36.71万 | 0.06% | 19,200 | 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 |
| GM | GENERAL MTRS CO | $36.23万 | 0.06% | 4,700 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $36.18万 | 0.06% | 7,300 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $36.17万 | 0.06% | 900 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $34.77万 | 0.06% | 11,514 | 2,025 | 21.3% | $6.12万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $34.38万 | 0.06% | 6,735 | -800 | -10.6% | -$4.08万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $33.82万 | 0.06% | 1,552 | -132 | -7.8% | -$2.88万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $32.70万 | 0.05% | 1,630 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $32.27万 | 0.05% | 1,909 | 1,909 | — | $32.27万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $31.10万 | 0.05% | 1,935 | -21 | -1.1% | -$3,375 | 减仓 |
| NEM | NEWMONT CORP | $30.91万 | 0.05% | 3,309 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $30.67万 | 0.05% | 3,380 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $28.94万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |