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 |
|---|---|---|---|---|---|---|---|---|
| ITW | ILLINOIS TOOL WKS INC | $26.03万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $25.16万 | 0.07% | 813 | -20 | -2.4% | -$6,190 | 减仓 |
| YUM | YUM BRANDS INC | $24.64万 | 0.07% | 1,585 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $24.58万 | 0.07% | 1,274 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $24.45万 | 0.07% | 1,798 | 1,798 | — | $24.45万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.38万 | 0.07% | 1,200 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $24.05万 | 0.07% | 2,495 | -50 | -2.0% | -$4,819 | 减仓 |
| CSCO | CISCO SYS INC | $22.90万 | 0.07% | 2,951 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $21.45万 | 0.06% | 2,166 | 2,166 | — | $21.45万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $20.90万 | 0.06% | 8,000 | -150 | -1.8% | -$3,918 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.74万 | 0.06% | 1,584 | -123 | -7.2% | -$1.61万 | 减仓 |
| FISV | FISERV INC | $20.28万 | 0.06% | 3,634 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $10.22万 | 0.03% | 12,000 | 12,000 | — | $10.22万 | 新建仓 |
| BHK | BLACKROCK CORE BD TR | $10.08万 | 0.03% | 11,000 | 11,000 | — | $10.08万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $9.74万 | 0.03% | 11,300 | 11,300 | — | $9.74万 | 新建仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -1,939 | -100.0% | -$25.57万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,170 | -100.0% | -$22.80万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -341 | -100.0% | -$21.39万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -368 | -100.0% | -$21.32万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -2,925 | -100.0% | -$20.89万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |