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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
$164.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 137 项
建仓 30
增持 31
减持 55
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
WMT
WALMART INC
-$6.0M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$2.8M
63,370
-12%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$2.6M
31,985
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
PFE
PFIZER INC
+$2.4M
95,165
建仓
—
MEDTRONIC PLC
+$1.9M
21,315
清仓
NOW
SERVICENOW INC
-$1.9M
0
-100%
减持
GEV
GE VERNOVA INC
-$1.7M
845
-86%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
10,235
+23%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.7M
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.7M
26,301
-52%
减持
MSFT
MICROSOFT CORP
-$1.5M
20,964
-5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.4M
35,495
+177%
减持
GOOG
ALPHABET INC
-$1.3M
10,550
-33%
增持
MU
MICRON TECHNOLOGY INC
+$1.3M
17,590
+556%
增持
INTC
INTEL CORP
+$1.3M
71,425
+319%
减持
AMZN
AMAZON COM INC
-$1.3M
35,156
-3%
减持
GOOGL
ALPHABET INC
-$1.2M
29,403
-3%
增持
NFLX
NETFLIX INC
+$1.2M
2,408
+108%
减持
AAPL
APPLE INC
-$1.2M
29,321
-5%
建仓
BKR
BAKER HUGHES COMPANY
+$1.1M
26,095
清仓
BXMT
BLACKSTONE MTG TR INC
-$1.1M
0
-100%
增持
DELL
DELL TECHNOLOGIES INC
+$1.0M
21,808
+168%
增持
SCHG
SCHWAB STRATEGIC TR
+$952.3K
84,592
+102%
建仓
VOYA
VOYA FINANCIAL INC
+$929.3K
13,715
减持
GE
GE AEROSPACE
+$901.5K
34,373
-4%
增持
VST
VISTRA CORP
+$848.7K
13,431
+154%
减持
APP
APPLOVIN CORP
-$815.4K
1,200
-66%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$758.3K
7,194
-38%
建仓
BIL
SPDR SER TR
+$744.4K
8,115
建仓
CME
CME GROUP INC
+$703.0K
2,650
清仓
CALM
CAL MAINE FOODS INC
-$638.1K
0
-100%
减持
EQH
EQUITABLE HLDGS INC
-$538.0K
27,030
-34%
清仓
PRU
PRUDENTIAL FINL INC
-$519.3K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$508.1K
7,500
建仓
KR
KROGER CO
+$504.3K
7,450
减持
META
META PLATFORMS INC
-$476.2K
11,623
-8%
增持
CVX
CHEVRON CORP NEW
+$474.3K
5,706
+72%
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$471.1K
9,400
减持
GLD
SPDR GOLD TR
+$456.2K
10,204
-1%
建仓
SAN
BANCO SANTANDER S.A.
+$452.9K
67,600
建仓
SHOP
SHOPIFY INC
+$448.0K
4,692
建仓
FDX
FEDEX CORP
+$438.8K
1,800
清仓
APO
APOLLO GLOBAL MGMT INC
-$429.4K
0
-100%
清仓
HMC
HONDA MOTOR LTD
-$419.7K
0
-100%
清仓
QQQI
NEOS ETF TRUST
-$417.1K
0
-100%
建仓
D
DOMINION ENERGY INC
+$411.6K
7,340
建仓
CCI
CROWN CASTLE INC
+$405.6K
3,891
建仓
KREF
KKR REAL ESTATE FIN TR INC
+$395.3K
36,600
建仓
MET
METLIFE INC
+$388.6K
4,840
减持
VUG
VANGUARD INDEX FDS
-$379.1K
6,532
-4%
建仓
C
CITIGROUP INC
+$373.9K
5,267
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$365.5K
8,103
+8%
减持
ENB
ENBRIDGE INC
-$363.7K
37,867
-21%
建仓
CEG
CONSTELLATION ENERGY CORP
+$362.9K
1,800
减持
GDDY
GODADDY INC
-$361.4K
1,960
-46%
减持
V
VISA INC
+$351.6K
10,673
-0%
建仓
VRT
VERTIV HOLDINGS CO
+$343.7K
4,760
减持
LLY
ELI LILLY & CO
-$329.4K
2,840
-18%
建仓
GDX
VANECK ETF TRUST
+$312.6K
6,800
清仓
DHR
DANAHER CORPORATION
-$309.9K
0
-100%
减持
TSLA
TESLA INC
-$307.2K
1,565
-11%
清仓
PYPL
PAYPAL HLDGS INC
-$298.7K
0
-100%
减持
ALLY
ALLY FINL INC
-$286.4K
27,135
-23%
建仓
PM
PHILIP MORRIS INTL INC
+$279.4K
1,760
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$277.6K
0
-100%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$272.2K
41,760
-3%
减持
IYW
ISHARES TR
-$269.0K
12,010
-2%
清仓
FNDA
SCHWAB STRATEGIC TR
-$263.5K
0
-100%
建仓
COKE
COCA COLA CONS INC
+$256.5K
190
增持
ABBV
ABBVIE INC
+$252.8K
7,385
+1%
减持
SPYI
NEOS ETF TRUST
-$249.4K
9,845
-31%
清仓
SCHA
SCHWAB STRATEGIC TR
-$247.7K
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$246.3K
4,000
建仓
MRK
MERCK & CO INC
+$245.8K
2,738
增持
WM
WASTE MGMT INC DEL
+$239.4K
7,857
+0%
清仓
ORCL
ORACLE CORP
-$229.1K
0
-100%
增持
PMT
PENNYMAC MTG INVT TR
+$225.1K
49,480
+25%
清仓
XLY
SELECT SECTOR SPDR TR
-$223.0K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$219.1K
5,336
+4%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$218.8K
0
-100%
清仓
AVGO
BROADCOM INC
-$211.4K
0
-100%
清仓
XYLD
GLOBAL X FDS
-$210.8K
0
-100%
清仓
IEMG
ISHARES INC
-$207.4K
0
-100%
减持
MGK
VANGUARD WORLD FD
-$205.8K
4,469
-3%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$201.2K
3,584
减持
AVEM
AMERICAN CENTY ETF TR
-$200.9K
4,772
-43%
建仓
VTV
VANGUARD INDEX FDS
+$200.4K
1,160
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$184.5K
38,020
-7%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$168.9K
13,150
-4%
建仓
OCSL
OAKTREE SPECIALTY LENDING CO
+$153.6K
10,000
增持
FLOT
ISHARES TR
+$147.5K
31,075
+10%
清仓
DX
DYNEX CAP INC
-$132.8K
0
-100%
增持
MFIC
MIDCAP FINANCIAL INVSTMNT CO
+$126.8K
68,814
+22%
减持
PH
PARKER-HANNIFIN CORP
-$125.9K
4,018
-0%
增持
AMGN
AMGEN INC
+$124.1K
1,925
+5%
减持
SPY
SPDR S&P 500 ETF TR
-$110.2K
2,656
-2%
建仓
ORC
ORCHID IS CAP INC
+$107.2K
14,250
减持
SCHB
SCHWAB STRATEGIC TR
-$101.8K
66,292
-2%
减持
VB
VANGUARD INDEX FDS
-$99.6K
1,615
-15%
建仓
ICMB
INVESTCORP CR MGMT BDC INC
+$99.5K
31,000
减持
SMH
VANECK ETF TRUST
-$92.7K
1,325
-14%
减持
SCHX
SCHWAB STRATEGIC TR
-$86.8K
69,108
-1%
减持
—
KELLANOVA
-$82.5K
4,300
-20%
减持
VTI
VANGUARD INDEX FDS
-$81.1K
3,482
-3%
减持
—
CHUBB LIMITED
-$78.5K
708
-33%
增持
VYMI
VANGUARD WHITEHALL FDS
+$74.4K
4,635
+18%
增持
SCHD
SCHWAB STRATEGIC TR
+$63.8K
52,428
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$63.4K
9,478
+4%
增持
RWT
REDWOOD TRUST INC
+$61.1K
28,354
+67%
减持
PGR
PROGRESSIVE CORP
+$56.3K
1,850
-5%
增持
HYDB
ISHARES TR
+$50.1K
17,123
+1%
减持
SCHM
SCHWAB STRATEGIC TR
-$48.7K
26,948
-1%
减持
—
GARMIN LTD
-$48.3K
1,250
-19%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$46.3K
3,383
+9%
减持
—
FERRARI N V
-$43.2K
470
-18%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$43.1K
10,611
-1%
增持
KO
COCA COLA CO
+$41.7K
4,260
+1%
减持
—
EXXON MOBIL CORP
+$41.1K
4,189
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$35.3K
18,934
+3%
增持
O
REALTY INCOME CORP
+$35.1K
5,300
+4%
减持
COF
CAPITAL ONE FINL CORP
-$33.6K
2,100
-9%
减持
JPM
JPMORGAN CHASE & CO.
-$30.6K
955
-14%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$20.3K
3,990
+0%
减持
QYLD
GLOBAL X FDS
-$19.9K
10,225
-2%
增持
THW
ABRDN WORLD HEALTHCARE FUND
+$15.3K
19,023
+3%
减持
FNDX
SCHWAB STRATEGIC TR
-$14.8K
40,350
-1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$14.4K
7,520
-0%
减持
HYLB
DBX ETF TR
-$10.7K
7,515
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$10.7K
815
-6%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$9.5K
16,682
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$9.4K
5,776
-3%
增持
PFLT
PENNANTPARK FLOATING RATE CA
+$8.9K
20,310
+2%
减持
COST
COSTCO WHSL CORP NEW
-$6.8K
3,308
-3%
减持
SCHV
SCHWAB STRATEGIC TR
-$6.1K
31,918
-3%
增持
JFR
NUVEEN FLOATING RATE INCOME
+$3.1K
12,950
+8%
减持
RITM
RITHM CAPITAL CORP
+$2.8K
11,500
-3%
增持
ARR
ARMOUR RESIDENTIAL REIT INC
-$416
22,365
+10%