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 |
|---|---|---|---|---|---|---|---|---|
| OKE | ONEOK INC NEW | $26.08万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $25.80万 | 0.07% | 4,477 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $25.34万 | 0.07% | 1,585 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $24.17万 | 0.07% | 1,274 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $23.90万 | 0.07% | 564 | 564 | — | $23.90万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $23.86万 | 0.07% | 3,144 | 3,144 | — | $23.86万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $23.25万 | 0.06% | 7,700 | -300 | -3.8% | -$9,060 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $23.14万 | 0.06% | 1,584 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $22.97万 | 0.06% | 540 | 540 | — | $22.97万 | 新建仓 |
| CG | CARLYLE GROUP INC | $22.95万 | 0.06% | 5,450 | -50 | -0.9% | -$2,106 | 减仓 |
| SLB | SLB LIMITED | $22.78万 | 0.06% | 4,900 | 4,900 | — | $22.78万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $22.70万 | 0.06% | 741 | 0 | 0.0% | — | 重新持有 |
| IJR | ISHARES TR | $22.54万 | 0.06% | 1,520 | 1,520 | — | $22.54万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $21.04万 | 0.06% | 5,836 | 5,836 | — | $21.04万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $20.57万 | 0.06% | 690 | 690 | — | $20.57万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.03万 | 0.06% | 390 | 0 | 0.0% | — | 重新持有 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $10.81万 | 0.03% | 11,300 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $10.27万 | 0.03% | 12,000 | 0 | 0.0% | — | 不变 |
| BHK | BLACKROCK CORE BD TR | $10.09万 | 0.03% | 11,000 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $8.75万 | 0.02% | 19,699 | -497,449 | -96.2% | -$220.87万 | 减仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -62,099 | -100.0% | -$404.95万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,555 | -100.0% | -$35.15万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,495 | -100.0% | -$24.05万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -3,634 | -100.0% | -$20.28万 | 清仓 |