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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $2,328.69万 | 6.78% | 80,981 | -1,082 | -1.3% | -$31.11万 | 减仓 |
| AAPL | APPLE INC | $2,259.76万 | 6.58% | 89,041 | -365 | -0.4% | -$9.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,807.98万 | 5.26% | 48,842 | 404 | 0.8% | $14.95万 | 加仓 |
| META | META PLATFORMS INC | $1,581.31万 | 4.60% | 27,639 | 150 | 0.5% | $8.58万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,470.42万 | 4.28% | 17,381 | -221 | -1.3% | -$18.70万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,385.02万 | 4.03% | 192,551 | 1,566 | 0.8% | $11.26万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,366.38万 | 3.98% | 55,301 | -2,013 | -3.5% | -$49.74万 | 减仓 |
| BAC | BANK AMERICA CORP | $1,220.23万 | 3.55% | 250,304 | -932 | -0.4% | -$4.54万 | 减仓 |
| MS | MORGAN STANLEY | $1,174.57万 | 3.42% | 71,372 | -56 | -0.1% | -$9,216 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,146.10万 | 3.34% | 121,951 | -72 | -0.1% | -$6,767 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $866.11万 | 2.52% | 37,512 | 192 | 0.5% | $4.43万 | 加仓 |
| C | CITIGROUP INC | $808.70万 | 2.35% | 71,308 | -307 | -0.4% | -$3.48万 | 减仓 |
| MEOH | METHANEX CORP | $789.75万 | 2.30% | 132,642 | -168 | -0.1% | -$1.00万 | 减仓 |
| NFLX | NETFLIX INC. | $764.19万 | 2.22% | 79,479 | 2,148 | 2.8% | $20.65万 | 加仓 |
| AMZN | AMAZON COM INC | $728.15万 | 2.12% | 34,962 | 1,527 | 4.6% | $31.80万 | 加仓 |
| CB | CHUBB LTD SWITZ | $726.99万 | 2.12% | 22,305 | 128 | 0.6% | $4.17万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $684.81万 | 1.99% | 235,089 | 9,430 | 4.2% | $27.47万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $671.04万 | 1.95% | 28,768 | 28,768 | — | $671.04万 | 新建仓 |
| HD | HOME DEPOT INC | $649.95万 | 1.89% | 19,762 | 201 | 1.0% | $6.61万 | 加仓 |
| TOST | TOAST INC | $639.41万 | 1.86% | 241,195 | 7,742 | 3.3% | $20.52万 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $603.13万 | 1.76% | 12,454 | 66 | 0.5% | $3.20万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $577.36万 | 1.68% | 189,297 | 6,682 | 3.7% | $20.38万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $521.58万 | 1.52% | 66,843 | 1,978 | 3.0% | $15.43万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $499.37万 | 1.45% | 25,184 | 1,887 | 8.1% | $37.42万 | 加仓 |
| PAYX | PAYCHEX INC | $493.89万 | 1.44% | 53,614 | 1,917 | 3.7% | $17.66万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $443.91万 | 1.29% | 279,543 | 21,846 | 8.5% | $34.69万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $431.95万 | 1.26% | 52,466 | 2,306 | 4.6% | $18.99万 | 加仓 |
| BRO | BROWN & BROWN INC | $404.95万 | 1.18% | 62,099 | -1,750 | -2.7% | -$11.41万 | 减仓 |
| GOOG | ALPHABET INC | $323.02万 | 0.94% | 11,260 | -31 | -0.3% | -$8,893 | 减仓 |
| DOCU | DOCUSIGN INC | $317.03万 | 0.92% | 66,870 | 8,348 | 14.3% | $39.58万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $267.92万 | 0.78% | 16,204 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $251.65万 | 0.73% | 8,555 | -100 | -1.2% | -$2.94万 | 减仓 |
| SNAP | SNAP INC | $237.89万 | 0.69% | 517,148 | -13,288 | -2.5% | -$6.11万 | 减仓 |
| — | EXXON MOBIL CORP | $221.92万 | 0.65% | 13,080 | -550 | -4.0% | -$9.33万 | 减仓 |
| QQQ | INVESCO QQQ TR | $218.00万 | 0.63% | 3,777 | -130 | -3.3% | -$7.50万 | 减仓 |
| PEP | PEPSICO INC | $185.57万 | 0.54% | 11,950 | 0 | 0.0% | — | 不变 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $182.56万 | 0.53% | 83,400 | 9,200 | 12.4% | $20.14万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $173.83万 | 0.51% | 2,673 | -83 | -3.0% | -$5.40万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $173.14万 | 0.50% | 7,083 | 50 | 0.7% | $1.22万 | 加仓 |
| ABBV | ABBVIE INC | $150.61万 | 0.44% | 6,925 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $150.13万 | 0.44% | 6,354 | -1,100 | -14.8% | -$25.99万 | 减仓 |
| LLY | ELI LILLY & CO | $143.21万 | 0.42% | 1,557 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $139.80万 | 0.41% | 28,316 | 985 | 3.6% | $4.86万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $133.10万 | 0.39% | 9,215 | 65 | 0.7% | $9,389 | 加仓 |
| COP | CONOCOPHILLIPS | $131.01万 | 0.38% | 9,925 | -910 | -8.4% | -$12.01万 | 减仓 |
| MRK | MERCK & CO INC | $123.43万 | 0.36% | 10,261 | -125 | -1.2% | -$1.50万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $119.05万 | 0.35% | 6,526 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $106.24万 | 0.31% | 16,099 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $105.42万 | 0.31% | 18,600 | 300 | 1.6% | $1.70万 | 加仓 |
| PSX | PHILLIPS 66 | $104.32万 | 0.30% | 5,726 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD | $102.51万 | 0.30% | 184,700 | 23,500 | 14.6% | $13.04万 | 加仓 |
| AMAT | APPLIED MATLS INC | $101.34万 | 0.29% | 2,965 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $100.71万 | 0.29% | 6,800 | 100 | 1.5% | $1.48万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $100.56万 | 0.29% | 25,600 | 1,900 | 8.0% | $7.46万 | 加仓 |
| V | VISA INC | $98.53万 | 0.29% | 3,260 | -100 | -3.0% | -$3.02万 | 减仓 |
| MCO | MOODYS CORP | $93.18万 | 0.27% | 2,136 | -50 | -2.3% | -$2.18万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $92.47万 | 0.27% | 3,222 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $89.54万 | 0.26% | 34,600 | 4,600 | 15.3% | $11.90万 | 加仓 |
| MCD | MCDONALDS CORP | $89.54万 | 0.26% | 2,881 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $87.77万 | 0.26% | 2,454 | 45 | 1.9% | $1.61万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $87.24万 | 0.25% | 84,700 | 9,500 | 12.6% | $9.79万 | 加仓 |
| IVV | ISHARES TR | $84.10万 | 0.24% | 1,288 | -148 | -10.3% | -$9.66万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $82.26万 | 0.24% | 45,650 | -46 | -0.1% | -$829 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $80.22万 | 0.23% | 21,200 | -1,500 | -6.6% | -$5.68万 | 减仓 |
| IWB | ISHARES TR | $79.87万 | 0.23% | 2,240 | -140 | -5.9% | -$4.99万 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $76.16万 | 0.22% | 64,000 | 12,500 | 24.3% | $14.88万 | 加仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $75.77万 | 0.22% | 45,100 | 6,000 | 15.3% | $10.08万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $73.98万 | 0.22% | 7,206 | -10 | -0.1% | -$1,027 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $72.99万 | 0.21% | 2,413 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $69.17万 | 0.20% | 2,851 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $68.46万 | 0.20% | 2,530 | -195 | -7.2% | -$5.28万 | 减仓 |
| KO | COCA COLA CO | $65.52万 | 0.19% | 8,615 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $64.08万 | 0.19% | 12,100 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $61.20万 | 0.18% | 21,795 | 0 | 0.0% | — | 不变 |
| — | TRUST FOR PROFESSIONAL MANAG | $58.37万 | 0.17% | 29,839 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $56.63万 | 0.16% | 3,247 | 10 | 0.3% | $1,744 | 加仓 |
| GE | GE AEROSPACE | $55.90万 | 0.16% | 1,970 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $55.22万 | 0.16% | 1,600 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $54.04万 | 0.16% | 57,000 | 1,500 | 2.7% | $1.42万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $52.29万 | 0.15% | 1,800 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $51.14万 | 0.15% | 11,589 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $50.19万 | 0.15% | 8,707 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $46.91万 | 0.14% | 3,774 | -20 | -0.5% | -$2,486 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $46.20万 | 0.13% | 19,500 | 1,600 | 8.9% | $3.79万 | 加仓 |
| CSX | CSX CORP | $45.16万 | 0.13% | 11,000 | -175 | -1.6% | -$7,184 | 减仓 |
| GEV | GE VERNOVA INC | $42.95万 | 0.12% | 492 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $40.53万 | 0.12% | 7,700 | -1,565 | -16.9% | -$8.24万 | 减仓 |
| — | HONEYWELL INTL INC | $35.15万 | 0.10% | 1,555 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $34.76万 | 0.10% | 1,811 | 7 | 0.4% | $1,344 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $34.75万 | 0.10% | 5,423 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $34.10万 | 0.10% | 19,800 | 1,500 | 8.2% | $2.58万 | 加仓 |
| — | COHEN & STEERS TOTAL RETURN | $30.86万 | 0.09% | 27,700 | 1,500 | 5.7% | $1.67万 | 加仓 |
| ET | ENERGY TRANSFER L P | $30.30万 | 0.09% | 15,700 | -2,000 | -11.3% | -$3.86万 | 减仓 |
| MMM | 3M CO | $29.34万 | 0.09% | 2,020 | -158 | -7.3% | -$2.29万 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $29.11万 | 0.08% | 13,847 | 2,847 | 25.9% | $5.98万 | 加仓 |
| AON | AON PLC | $29.05万 | 0.08% | 900 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.24万 | 0.08% | 806 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.15万 | 0.08% | 4,477 | 100 | 2.3% | $6,065 | 加仓 |
| OKE | ONEOK INC NEW | $27.12万 | 0.08% | 3,000 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $26.61万 | 0.08% | 5,500 | -300 | -5.2% | -$1.45万 | 减仓 |