Westbourne Investment Advisors, Inc.
ANNAPOLIS MD · SEC CIK 0001650092
$3.44亿2026Q1 申报市值
115持仓数
45.8%前十大占比 · 第一大 6.8%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FERG 新建仓+$671.04万
DOCU 加仓+$39.58万
ACN 加仓+$37.42万
SOFI 加仓+$34.69万
AMZN 加仓+$31.80万
2026Q1 卖出最多 按季末市值估算
VLO 减仓-$49.74万
GOOGL 减仓-$31.11万
LOW 减仓-$25.99万
THOMSON REUTERS 清仓-$25.57万
ORCL 清仓-$22.80万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $577.36万 | 1.68% | 189,297 | 6,682 | 3.7% | $20.38万 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $603.13万 | 1.76% | 12,454 | 66 | 0.5% | $3.20万 | 加仓 |
| TOST | TOAST INC | $639.41万 | 1.86% | 241,195 | 7,742 | 3.3% | $20.52万 | 加仓 |
| HD | HOME DEPOT INC | $649.95万 | 1.89% | 19,762 | 201 | 1.0% | $6.61万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $671.04万 | 1.95% | 28,768 | 28,768 | — | $671.04万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $684.81万 | 1.99% | 235,089 | 9,430 | 4.2% | $27.47万 | 加仓 |
| CB | CHUBB LTD SWITZ | $726.99万 | 2.12% | 22,305 | 128 | 0.6% | $4.17万 | 加仓 |
| AMZN | AMAZON COM INC | $728.15万 | 2.12% | 34,962 | 1,527 | 4.6% | $31.80万 | 加仓 |
| NFLX | NETFLIX INC. | $764.19万 | 2.22% | 79,479 | 2,148 | 2.8% | $20.65万 | 加仓 |
| MEOH | METHANEX CORP | $789.75万 | 2.30% | 132,642 | -168 | -0.1% | -$1.00万 | 减仓 |
| C | CITIGROUP INC | $808.70万 | 2.35% | 71,308 | -307 | -0.4% | -$3.48万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $866.11万 | 2.52% | 37,512 | 192 | 0.5% | $4.43万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,146.10万 | 3.34% | 121,951 | -72 | -0.1% | -$6,767 | 减仓 |
| MS | MORGAN STANLEY | $1,174.57万 | 3.42% | 71,372 | -56 | -0.1% | -$9,216 | 减仓 |
| BAC | BANK AMERICA CORP | $1,220.23万 | 3.55% | 250,304 | -932 | -0.4% | -$4.54万 | 减仓 |
| VLO | VALERO ENERGY CORP | $1,366.38万 | 3.98% | 55,301 | -2,013 | -3.5% | -$49.74万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,385.02万 | 4.03% | 192,551 | 1,566 | 0.8% | $11.26万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,470.42万 | 4.28% | 17,381 | -221 | -1.3% | -$18.70万 | 减仓 |
| META | META PLATFORMS INC | $1,581.31万 | 4.60% | 27,639 | 150 | 0.5% | $8.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,807.98万 | 5.26% | 48,842 | 404 | 0.8% | $14.95万 | 加仓 |
| AAPL | APPLE INC | $2,259.76万 | 6.58% | 89,041 | -365 | -0.4% | -$9.26万 | 减仓 |
| GOOGL | ALPHABET INC | $2,328.69万 | 6.78% | 80,981 | -1,082 | -1.3% | -$31.11万 | 减仓 |