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WESTBOURNE INVESTMENTS, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

WESTBOURNE INVESTMENTS, INC.

报告期 2026-03-31 · CIK 0000932929

持仓数

141

前50大市值合计

$164.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$9.0M

51,734

5.5%

GE GE AEROSPACE

COM NEW

$7.7M

27,203

4.7%

BIL SPDR SERIES TRUST

STATE STREET SPD

$7.3M

79,770

4.5%

GOOGL ALPHABET INC

CAP STK CL A

$6.7M

23,409

4.1%

MU MICRON TECHNOLOGY INC

COM

$6.5M

19,192

3.9%

VRT VERTIV HOLDINGS CO

COM CL A

$6.1M

24,270

3.7%

AMZN AMAZON COM INC

COM

$6.0M

28,736

3.6%

AAPL APPLE INC

COM

$6.0M

23,556

3.6%

MSFT MICROSOFT CORP

COM

$5.7M

15,518

3.5%

META META PLATFORMS INC

CL A

$5.0M

8,818

3.1%

GLD SPDR GOLD TR

GOLD SHS

$4.2M

9,846

2.6%

VST VISTRA CORP

COM

$4.1M

27,050

2.5%

PH PARKER-HANNIFIN CORP

COM

$3.5M

3,965

2.2%

PFE PFIZER INC

COM

$3.5M

125,592

2.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$3.5M

5,776

2.1%

C CITIGROUP INC

COM NEW

$3.4M

30,224

2.1%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$3.4M

7,050

2.1%

JEPQ J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM

$3.4M

60,695

2.1%

LLY ELI LILLY & CO

COM

$3.3M

3,597

2.0%

FVCB FVCBANKCORP INC

COM

$3.2M

210,368

1.9%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$3.2M

55,965

1.9%

COST COSTCO WHOLESALE CORPORATION

COM

$3.1M

3,067

1.9%

V VISA INC

COM CL A

$3.0M

9,905

1.8%

MLM MARTIN MARIETTA MATLS INC

COM

$2.8M

4,675

1.7%

VUG VANGUARD INDEX FDS

GROWTH ETF

$2.6M

5,957

1.6%

INTU INTUIT

COM

$2.6M

5,979

1.6%

UBER UBER TECHNOLOGIES INC

COM

$2.6M

35,855

1.6%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$2.3M

80,353

1.4%

AUB ATLANTIC UN BANKSHARES CORP

COM

$2.3M

64,758

1.4%

ISRG INTUITIVE SURGICAL INC

COM NEW

$2.2M

4,725

1.3%

OKE ONEOK INC NEW

COM

$2.2M

24,021

1.3%

CME CME GROUP INC

COM

$2.1M

7,244

1.3%

GOOG ALPHABET INC

CAP STK CL C

$2.1M

7,360

1.3%

QCOM QUALCOMM INC

COM

$2.1M

16,000

1.3%

T AT&T INC

COM

$2.0M

70,709

1.2%

NFLX NETFLIX INC.

COM

$2.0M

21,160

1.2%

— EXXON MOBIL CORP

COM

$2.0M

11,576

1.2%

ENB ENBRIDGE INC

COM

$1.9M

35,167

1.2%

IBM INTERNATIONAL BUSINESS MACHS

COM

$1.8M

7,463

1.1%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$1.8M

12,276

1.1%

DIA STATE STR SPDR DOW JONES IND

UT SER 1

$1.8M

3,860

1.1%

VZ VERIZON COMMUNICATIONS INC

COM

$1.8M

35,155

1.1%

IYW ISHARES TR

U.S. TECH ETF

$1.7M

9,388

1.0%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$1.6M

52,674

1.0%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.6M

2,427

1.0%

MGK VANGUARD WORLD FD

MEGA GRWTH IND

$1.5M

4,179

0.9%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$1.5M

59,557

0.9%

— MEDTRONIC PLC

SHS

$1.5M

17,415

0.9%

MO ALTRIA GROUP INC

COM

$1.5M

22,329

0.9%

WM WASTE MGMT INC DEL

COM

$1.5M

6,394

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

26%前 6 大占比

NVDA5.5%GE4.7%BIL4.5%GOOGL4.1%MU3.9%VRT3.7%