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 |
|---|---|---|---|---|---|---|---|---|
| XLB | SELECT SECTOR SPDR TR | $28.62万 | 0.05% | 5,630 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $28.28万 | 0.05% | 3,339 | -510 | -13.3% | -$4.32万 | 减仓 |
| MCK | MCKESSON CORP | $27.43万 | 0.05% | 363 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $27.12万 | 0.05% | 3,337 | -243 | -6.8% | -$1.97万 | 减仓 |
| SMH | VANECK ETF TRUST | $26.89万 | 0.04% | 410 | 410 | — | $26.89万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $26.87万 | 0.04% | 956 | -706 | -42.5% | -$19.84万 | 减仓 |
| COP | CONOCOPHILLIPS | $26.81万 | 0.04% | 2,579 | 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 |
| GWW | WW GRAINGER INC | $25.98万 | 0.04% | 191 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $25.75万 | 0.04% | 1,134 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $25.15万 | 0.04% | 3,698 | 222 | 6.4% | $1.51万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $24.89万 | 0.04% | 850 | 850 | — | $24.89万 | 新建仓 |
| TSN | TYSON FOODS INC | $24.70万 | 0.04% | 4,314 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $24.62万 | 0.04% | 1,400 | 1,400 | — | $24.62万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $24.22万 | 0.04% | 3,500 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $24.20万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $24.15万 | 0.04% | 2,363 | 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 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.10万 | 0.04% | 4,182 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $23.93万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $23.79万 | 0.04% | 1,076 | 1,076 | — | $23.79万 | 新建仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $23.18万 | 0.04% | 3,269 | -63 | -1.9% | -$4,468 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $22.90万 | 0.04% | 1,374 | -5,433 | -79.8% | -$90.56万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $22.58万 | 0.04% | 1,901 | -47 | -2.4% | -$5,582 | 减仓 |
| ABCB | AMERIS BANCORP | $22.03万 | 0.04% | 2,441 | 2,441 | — | $22.03万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $21.97万 | 0.04% | 1,250 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $21.96万 | 0.04% | 553 | 553 | — | $21.96万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $21.73万 | 0.04% | 5,500 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $21.60万 | 0.04% | 520 | 520 | — | $21.60万 | 新建仓 |
| IWD | ISHARES TR | $21.14万 | 0.04% | 872 | 872 | — | $21.14万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $20.97万 | 0.03% | 427 | 427 | — | $20.97万 | 新建仓 |
| EXC | EXELON CORP | $20.95万 | 0.03% | 4,493 | -15 | -0.3% | -$699 | 减仓 |
| SYK | STRYKER CORPORATION | $20.94万 | 0.03% | 665 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $20.94万 | 0.03% | 2,700 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $20.85万 | 0.03% | 18,700 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $20.81万 | 0.03% | 100 | 0 | 0.0% | — | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $20.59万 | 0.03% | 1,138 | 1,138 | — | $20.59万 | 新建仓 |
| NVS | NOVARTIS AG | $20.37万 | 0.03% | 1,300 | 1,300 | — | $20.37万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $20.27万 | 0.03% | 7,000 | 7,000 | — | $20.27万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $20.04万 | 0.03% | 12,400 | 0 | 0.0% | — | 不变 |
| 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 |