Westbourne Investment Advisors, Inc.
ANNAPOLIS MD · SEC CIK 0001650092
$3.63亿2026Q2 申报市值
120持仓数
46.2%前十大占比 · 第一大 7.0%
7 / 4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
TOST 加仓+$128.56万
BLDR 加仓+$108.81万
ACN 加仓+$106.30万
SOFI 加仓+$94.24万
DOCU 加仓+$58.86万
2026Q2 卖出最多 按季末市值估算
BRO 清仓-$404.95万
GOOGL 减仓-$343.75万
SNAP 减仓-$220.87万
VLO 减仓-$124.26万
BAC 减仓-$77.25万
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 |
|---|---|---|---|---|---|---|---|---|
| PAYX | PAYCHEX INC | $546.47万 | 1.50% | 55,575 | 1,961 | 3.7% | $19.28万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $578.27万 | 1.59% | 64,626 | 12,160 | 23.2% | $108.81万 | 加仓 |
| NFLX | NETFLIX INC. | $582.45万 | 1.60% | 81,576 | 2,097 | 2.6% | $14.97万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $595.46万 | 1.64% | 332,102 | 52,559 | 18.8% | $94.24万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $666.54万 | 1.83% | 191,481 | 2,184 | 1.2% | $7.60万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $673.80万 | 1.85% | 28,391 | -377 | -1.3% | -$8.95万 | 减仓 |
| HD | HOME DEPOT INC | $704.37万 | 1.94% | 19,972 | 210 | 1.1% | $7.41万 | 加仓 |
| CB | CHUBB LTD SWITZ | $754.36万 | 2.08% | 22,139 | -166 | -0.7% | -$5.66万 | 减仓 |
| TOST | TOAST INC | $799.56万 | 2.20% | 287,405 | 46,210 | 19.2% | $128.56万 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $804.65万 | 2.22% | 13,097 | 643 | 5.2% | $39.50万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $808.28万 | 2.23% | 238,852 | 3,763 | 1.6% | $12.73万 | 加仓 |
| AMZN | AMAZON COM INC | $825.99万 | 2.27% | 34,656 | -306 | -0.9% | -$7.29万 | 减仓 |
| C | CITIGROUP INC | $937.69万 | 2.58% | 66,997 | -4,311 | -6.0% | -$60.34万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $983.30万 | 2.71% | 38,428 | 916 | 2.4% | $23.44万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,129.99万 | 3.11% | 122,466 | 515 | 0.4% | $4.75万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,316.00万 | 3.62% | 50,530 | -4,771 | -8.6% | -$124.26万 | 减仓 |
| BAC | BANK AMERICA CORP | $1,348.98万 | 3.71% | 236,746 | -13,558 | -5.4% | -$77.25万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,395.32万 | 3.84% | 193,365 | 814 | 0.4% | $5.87万 | 加仓 |
| MS | MORGAN STANLEY | $1,433.93万 | 3.95% | 68,596 | -2,776 | -3.9% | -$58.03万 | 减仓 |
| META | META PLATFORMS INC | $1,565.16万 | 4.31% | 27,786 | 147 | 0.5% | $8.28万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,708.00万 | 4.70% | 16,888 | -493 | -2.8% | -$49.86万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,828.81万 | 5.03% | 49,027 | 185 | 0.4% | $6.90万 | 加仓 |
| AAPL | APPLE INC | $2,503.13万 | 6.89% | 86,506 | -2,535 | -2.8% | -$73.35万 | 减仓 |
| GOOGL | ALPHABET INC | $2,550.26万 | 7.02% | 71,362 | -9,619 | -11.9% | -$343.75万 | 减仓 |