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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $2,550.26万 | 7.02% | 71,362 | -9,619 | -11.9% | -$343.75万 | 减仓 |
| AAPL | APPLE INC | $2,503.13万 | 6.89% | 86,506 | -2,535 | -2.8% | -$73.35万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,828.81万 | 5.03% | 49,027 | 185 | 0.4% | $6.90万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,708.00万 | 4.70% | 16,888 | -493 | -2.8% | -$49.86万 | 减仓 |
| META | META PLATFORMS INC | $1,565.16万 | 4.31% | 27,786 | 147 | 0.5% | $8.28万 | 加仓 |
| MS | MORGAN STANLEY | $1,433.93万 | 3.95% | 68,596 | -2,776 | -3.9% | -$58.03万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,395.32万 | 3.84% | 193,365 | 814 | 0.4% | $5.87万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,348.98万 | 3.71% | 236,746 | -13,558 | -5.4% | -$77.25万 | 减仓 |
| VLO | VALERO ENERGY CORP | $1,316.00万 | 3.62% | 50,530 | -4,771 | -8.6% | -$124.26万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,129.99万 | 3.11% | 122,466 | 515 | 0.4% | $4.75万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $983.30万 | 2.71% | 38,428 | 916 | 2.4% | $23.44万 | 加仓 |
| C | CITIGROUP INC | $937.69万 | 2.58% | 66,997 | -4,311 | -6.0% | -$60.34万 | 减仓 |
| AMZN | AMAZON COM INC | $825.99万 | 2.27% | 34,656 | -306 | -0.9% | -$7.29万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $808.28万 | 2.23% | 238,852 | 3,763 | 1.6% | $12.73万 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $804.65万 | 2.22% | 13,097 | 643 | 5.2% | $39.50万 | 加仓 |
| TOST | TOAST INC | $799.56万 | 2.20% | 287,405 | 46,210 | 19.2% | $128.56万 | 加仓 |
| CB | CHUBB LTD SWITZ | $754.36万 | 2.08% | 22,139 | -166 | -0.7% | -$5.66万 | 减仓 |
| HD | HOME DEPOT INC | $704.37万 | 1.94% | 19,972 | 210 | 1.1% | $7.41万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $673.80万 | 1.85% | 28,391 | -377 | -1.3% | -$8.95万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $666.54万 | 1.83% | 191,481 | 2,184 | 1.2% | $7.60万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $595.46万 | 1.64% | 332,102 | 52,559 | 18.8% | $94.24万 | 加仓 |
| NFLX | NETFLIX INC. | $582.45万 | 1.60% | 81,576 | 2,097 | 2.6% | $14.97万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $578.27万 | 1.59% | 64,626 | 12,160 | 23.2% | $108.81万 | 加仓 |
| PAYX | PAYCHEX INC | $546.47万 | 1.50% | 55,575 | 1,961 | 3.7% | $19.28万 | 加仓 |
| MEOH | METHANEX CORP | $539.41万 | 1.48% | 116,883 | -15,759 | -11.9% | -$72.73万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $433.44万 | 1.19% | 71,442 | 4,599 | 6.9% | $27.90万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $419.69万 | 1.16% | 33,726 | 8,542 | 33.9% | $106.30万 | 加仓 |
| GOOG | ALPHABET INC | $385.92万 | 1.06% | 10,922 | -338 | -3.0% | -$11.94万 | 减仓 |
| DOCU | DOCUSIGN INC | $355.89万 | 0.98% | 80,120 | 13,250 | 19.8% | $58.86万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $293.15万 | 0.81% | 16,204 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $280.03万 | 0.77% | 8,555 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $278.14万 | 0.77% | 3,777 | 0 | 0.0% | — | 不变 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $214.11万 | 0.59% | 83,800 | 400 | 0.5% | $1.02万 | 加仓 |
| AMAT | APPLIED MATLS INC | $213.65万 | 0.59% | 2,955 | -10 | -0.3% | -$7,230 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $198.04万 | 0.55% | 2,652 | -21 | -0.8% | -$1.57万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $179.89万 | 0.50% | 7,083 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $178.96万 | 0.49% | 1,492 | -65 | -4.2% | -$7.80万 | 减仓 |
| — | EXXON MOBIL CORP | $172.68万 | 0.48% | 12,630 | -450 | -3.4% | -$6.15万 | 减仓 |
| ABBV | ABBVIE INC | $166.71万 | 0.46% | 6,625 | -300 | -4.3% | -$7.55万 | 减仓 |
| INTC | INTEL CORP | $161.82万 | 0.45% | 11,589 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $161.80万 | 0.45% | 11,950 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $152.45万 | 0.42% | 28,436 | 120 | 0.4% | $6,433 | 加仓 |
| LOW | LOWES COS INC | $138.14万 | 0.38% | 6,265 | -89 | -1.4% | -$1.96万 | 减仓 |
| MRK | MERCK & CO INC | $134.42万 | 0.37% | 10,461 | 200 | 1.9% | $2.57万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $130.56万 | 0.36% | 6,508 | -18 | -0.3% | -$3,611 | 减仓 |
| PG | PROCTER & GAMBLE CO | $129.63万 | 0.36% | 8,840 | -375 | -4.1% | -$5.50万 | 减仓 |
| MO | ALTRIA GROUP INC | $115.83万 | 0.32% | 16,099 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $111.85万 | 0.31% | 3,260 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $107.88万 | 0.30% | 19,100 | 500 | 2.7% | $2.82万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $107.46万 | 0.30% | 6,800 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $106.90万 | 0.29% | 10,283 | 358 | 3.6% | $3.72万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $104.24万 | 0.29% | 25,600 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $101.36万 | 0.28% | 3,222 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $99.35万 | 0.27% | 5,877 | 151 | 2.6% | $2.55万 | 加仓 |
| ETN | EATON CORP PLC | $96.90万 | 0.27% | 2,274 | -180 | -7.3% | -$7.67万 | 减仓 |
| IVV | ISHARES TR | $96.55万 | 0.27% | 1,289 | 1 | 0.1% | $749 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $95.46万 | 0.26% | 34,600 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD | $95.11万 | 0.26% | 163,700 | -21,000 | -11.4% | -$12.20万 | 减仓 |
| MCO | MOODYS CORP | $94.48万 | 0.26% | 2,086 | -50 | -2.3% | -$2.26万 | 减仓 |
| IWB | ISHARES TR | $91.73万 | 0.25% | 2,240 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $91.39万 | 0.25% | 84,700 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $87.18万 | 0.24% | 47,050 | 1,400 | 3.1% | $2.59万 | 加仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $87.09万 | 0.24% | 46,500 | 1,400 | 3.1% | $2.62万 | 加仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $84.25万 | 0.23% | 70,500 | 6,500 | 10.2% | $7.77万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $82.88万 | 0.23% | 1,994 | -536 | -21.2% | -$22.28万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $81.62万 | 0.22% | 2,413 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $77.93万 | 0.21% | 21,200 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $77.88万 | 0.21% | 2,881 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $77.55万 | 0.21% | 2,851 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $75.87万 | 0.21% | 2,030 | 60 | 3.0% | $2.24万 | 加仓 |
| KO | COCA COLA CO | $70.01万 | 0.19% | 8,615 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $66.69万 | 0.18% | 3,333 | 86 | 2.6% | $1.72万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $66.31万 | 0.18% | 2,226 | 60 | 2.8% | $1.79万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $64.33万 | 0.18% | 12,400 | 300 | 2.5% | $1.56万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $60.80万 | 0.17% | 6,700 | -506 | -7.0% | -$4.59万 | 减仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $57.90万 | 0.16% | 29,839 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $57.80万 | 0.16% | 492 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $52.77万 | 0.15% | 1,800 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $52.28万 | 0.14% | 11,000 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $50.36万 | 0.14% | 8,707 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $47.10万 | 0.13% | 1,621 | 21 | 1.3% | $6,102 | 加仓 |
| GLW | CORNING INC | $44.70万 | 0.12% | 1,750 | -48 | -2.7% | -$1.23万 | 减仓 |
| WMT | WALMART INC | $42.46万 | 0.12% | 3,749 | -25 | -0.7% | -$2,832 | 减仓 |
| RITM | RITHM CAPITAL CORP | $39.44万 | 0.11% | 42,000 | -15,000 | -26.3% | -$14.09万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $38.64万 | 0.11% | 5,423 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.49万 | 0.11% | 806 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $38.15万 | 0.11% | 1,793 | -18 | -1.0% | -$3,830 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $37.94万 | 0.10% | 16,000 | -3,500 | -17.9% | -$8.30万 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $36.21万 | 0.10% | 13,847 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $36.11万 | 0.10% | 14,995 | -6,800 | -31.2% | -$16.37万 | 减仓 |
| CSCO | CISCO SYS INC | $35.06万 | 0.10% | 2,985 | 34 | 1.2% | $3,994 | 加仓 |
| AVGO | BROADCOM INC | $33.92万 | 0.09% | 898 | 85 | 10.5% | $3.21万 | 加仓 |
| MMM | 3M CO | $32.71万 | 0.09% | 2,020 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS TOTAL RETURN | $32.49万 | 0.09% | 28,700 | 1,000 | 3.6% | $1.13万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $32.43万 | 0.09% | 19,800 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $30.02万 | 0.08% | 15,700 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $29.85万 | 0.08% | 900 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $27.05万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $26.96万 | 0.07% | 5,200 | -2,500 | -32.5% | -$12.96万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.87万 | 0.07% | 1,200 | 0 | 0.0% | — | 不变 |