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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 143 项
建仓 31
增持 30
减持 57
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
VRT
VERTIV HOLDINGS CO
+$3.3M
28,635
+502%
增持
NFLX
NETFLIX INC
+$2.8M
3,740
+55%
增持
VST
VISTRA CORP
+$2.7M
22,127
+65%
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。
减持
NVDA
NVIDIA CORPORATION
+$2.6M
59,782
-6%
增持
C
CITIGROUP INC
+$2.3M
31,707
+502%
增持
DELL
DELL TECHNOLOGIES INC
+$2.3M
34,973
+60%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$2.2M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$2.1M
21,081
+269%
增持
GE
GE AEROSPACE
+$2.0M
34,473
+0%
减持
AAPL
APPLE INC
-$2.0M
22,126
-25%
建仓
—
NEBIUS GROUP N.V.
+$1.7M
31,073
清仓
INTC
INTEL CORP
-$1.6M
0
-100%
增持
FDX
FEDEX CORP
+$1.6M
8,842
+391%
建仓
SNPS
SYNOPSYS INC
+$1.5M
2,935
增持
MU
MICRON TECHNOLOGY INC
+$1.5M
24,287
+38%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.4M
21,695
+442%
清仓
EQH
EQUITABLE HLDGS INC
-$1.4M
0
-100%
建仓
CRBG
COREBRIDGE FINL INC
+$1.4M
38,080
增持
CME
CME GROUP INC
+$1.3M
7,384
+179%
清仓
AMT
AMERICAN TOWER CORP NEW
-$1.2M
0
-100%
清仓
BKR
BAKER HUGHES COMPANY
-$1.1M
0
-100%
增持
SHOP
SHOPIFY INC
+$1.1M
13,130
+180%
清仓
ALLY
ALLY FINL INC
-$989.6K
0
-100%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$941.7K
3,900
清仓
VOYA
VOYA FINANCIAL INC
-$929.3K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$867.7K
9,435
-8%
减持
FLOT
ISHARES TR
-$808.3K
15,250
-51%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$774.5K
12,169
-54%
清仓
BIL
SPDR SER TR
-$744.4K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$700.4K
6,939
增持
MET
METLIFE INC
+$687.0K
13,375
+176%
减持
LLY
ELI LILLY & CO
-$665.7K
2,155
-24%
减持
MFIC
MIDCAP FINANCIAL INVSTMNT CO
-$646.1K
18,930
-72%
建仓
CASY
CASEYS GEN STORES INC
+$614.9K
1,205
增持
CEG
CONSTELLATION ENERGY CORP
+$605.3K
3,000
+67%
建仓
ORCL
ORACLE CORP
+$579.4K
2,650
减持
ABBV
ABBVIE INC
-$570.9K
5,260
-29%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$566.4K
27,205
-15%
减持
PMT
PENNYMAC MTG INVT TR
-$560.5K
12,780
-74%
建仓
F
FORD MTR CO
+$550.5K
50,740
建仓
DIS
DISNEY WALT CO
+$520.8K
4,200
清仓
CVS
CVS HEALTH CORP
-$508.1K
0
-100%
清仓
SAN
BANCO SANTANDER S.A.
-$452.9K
0
-100%
建仓
BINC
BLACKROCK ETF TRUST II
+$446.5K
8,450
建仓
ROKU
ROKU INC
+$439.4K
5,000
减持
VUG
VANGUARD INDEX FDS
+$437.9K
6,524
-0%
建仓
LVS
LAS VEGAS SANDS CORP
+$435.1K
10,000
减持
PFE
PFIZER INC
-$433.6K
81,595
-14%
清仓
UNH
UNITEDHEALTH GROUP INC
-$426.9K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$425.8K
87,094
+3%
建仓
AUB
ATLANTIC UN BANKSHARES CORP
+$422.3K
13,500
清仓
—
SANDY SPRING BANCORP INC
-$419.3K
0
-100%
清仓
TSLA
TESLA INC
-$405.6K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$405.6K
0
-100%
减持
GOOG
ALPHABET INC
-$395.0K
7,065
-33%
清仓
COF
CAPITAL ONE FINL CORP
-$376.5K
0
-100%
减持
MSFT
MICROSOFT CORP
-$371.2K
15,075
-28%
清仓
GDDY
GODADDY INC
-$353.1K
0
-100%
减持
PH
PARKER-HANNIFIN CORP
+$348.7K
3,996
-1%
清仓
HYGH
ISHARES U S ETF TR
-$347.3K
0
-100%
建仓
OKLO
OKLO INC
+$347.1K
6,200
减持
MLM
MARTIN MARIETTA MATLS INC
+$331.0K
4,775
-0%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$330.6K
15,805
建仓
EXEL
EXELIXIS INC
+$330.6K
7,500
减持
IYW
ISHARES TR
+$326.7K
11,620
-3%
建仓
MMM
3M CO
+$319.7K
2,100
清仓
GDX
VANECK ETF TRUST
-$312.6K
0
-100%
建仓
RKLB
ROCKET LAB CORP
+$304.0K
8,500
建仓
DUK
DUKE ENERGY CORP NEW
+$281.9K
2,389
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$281.9K
44,930
+8%
建仓
SRLN
SSGA ACTIVE ETF TR
+$273.2K
6,568
建仓
SYY
SYSCO CORP
+$272.7K
3,600
清仓
—
GARMIN LTD
-$271.4K
0
-100%
减持
KREF
KKR REAL ESTATE FIN TR INC
-$263.7K
15,000
-59%
清仓
COKE
COCA COLA CONS INC
-$256.5K
0
-100%
建仓
AVGO
BROADCOM INC
+$251.4K
912
建仓
MKC
MCCORMICK & CO INC
+$250.2K
3,300
建仓
DG
DOLLAR GEN CORP NEW
+$245.9K
2,150
清仓
MRK
MERCK & CO INC
-$245.8K
0
-100%
清仓
OKE
ONEOK INC NEW
-$236.8K
0
-100%
减持
MGK
VANGUARD WORLD FD
+$224.9K
4,384
-2%
增持
GLD
SPDR GOLD TR
+$217.6K
10,359
+2%
减持
GOOGL
ALPHABET INC
-$217.4K
24,567
-16%
建仓
XLY
SELECT SECTOR SPDR TR
+$217.1K
999
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$216.8K
8,045
减持
PGR
PROGRESSIVE CORP
-$216.7K
1,150
-38%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$214.3K
34,445
-9%
建仓
SPYV
SPDR SERIES TRUST
+$213.3K
4,075
减持
SCHD
SCHWAB STRATEGIC TR
-$208.5K
47,447
-10%
清仓
PG
PROCTER AND GAMBLE CO
-$204.5K
0
-100%
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$203.8K
1,124
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$196.8K
7,503
-7%
增持
GS
GOLDMAN SACHS GROUP INC
+$189.8K
1,040
+4%
增持
PM
PHILIP MORRIS INTL INC
+$186.9K
2,560
+45%
增持
QYLD
GLOBAL X FDS
+$183.0K
21,112
+106%
增持
SCHX
SCHWAB STRATEGIC TR
+$174.2K
69,563
+1%
建仓
ELAN
ELANCO ANIMAL HEALTH INC
+$169.9K
11,900
增持
COST
COSTCO WHSL CORP NEW
+$151.0K
3,313
+0%
减持
SCHB
SCHWAB STRATEGIC TR
+$149.4K
66,164
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$141.1K
2,633
-1%
减持
D
DOMINION ENERGY INC
-$140.8K
4,790
-35%
清仓
RITM
RITHM CAPITAL CORP
-$131.7K
0
-100%
建仓
YYY
AMPLIFY ETF TR
+$125.2K
10,689
增持
JPM
JPMORGAN CHASE & CO.
+$123.8K
1,235
+29%
减持
V
VISA INC
-$120.7K
10,195
-4%
减持
AMZN
AMAZON COM INC
+$110.3K
30,991
-12%
清仓
ORC
ORCHID IS CAP INC
-$107.2K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$98.5K
7,519
-4%
增持
VYMI
VANGUARD WHITEHALL FDS
+$96.6K
5,470
+18%
增持
ARR
ARMOUR RESIDENTIAL REIT INC
+$94.4K
28,365
+27%
减持
AMGN
AMGEN INC
-$90.2K
1,825
-5%
建仓
USA
LIBERTY ALL STAR EQUITY FD
+$87.2K
12,800
减持
VT
VANGUARD INTL EQUITY INDEX F
+$81.7K
7,420
-1%
减持
VTI
VANGUARD INDEX FDS
+$80.0K
3,412
-2%
减持
—
KELLANOVA
-$76.4K
3,500
-19%
减持
GEV
GE VERNOVA INC
+$71.2K
622
-26%
减持
—
EXXON MOBIL CORP
-$68.2K
3,989
-5%
减持
META
META PLATFORMS INC
-$50.4K
9,266
-20%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$50.0K
12,650
-4%
减持
AMLP
ALPS ETF TR
-$46.8K
8,800
-4%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$44.1K
3,902
-2%
减持
KR
KROGER CO
-$39.5K
6,480
-13%
增持
RWT
REDWOOD TRUST INC
+$39.5K
35,800
+26%
减持
FVCB
FVCBANKCORP INC
+$38.2K
69,243
-6%
减持
SCHF
SCHWAB STRATEGIC TR
+$37.3K
18,634
-2%
减持
AVEM
AMERICAN CENTY ETF TR
+$36.2K
4,717
-1%
减持
PFLT
PENNANTPARK FLOATING RATE CA
-$29.2K
19,175
-6%
减持
VYM
VANGUARD WHITEHALL FDS
+$21.9K
9,333
-2%
减持
O
REALTY INCOME CORP
-$20.6K
4,980
-6%
增持
THW
ABRDN WORLD HEALTHCARE FUND
-$19.8K
19,453
+2%
减持
VB
VANGUARD INDEX FDS
+$18.7K
1,590
-2%
减持
KO
COCA COLA CO
-$17.9K
4,060
-5%
减持
SCHM
SCHWAB STRATEGIC TR
-$14.7K
24,648
-9%
减持
SMH
VANECK ETF TRUST
+$14.0K
1,055
-20%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$9.8K
9,200
-2%
增持
JFR
NUVEEN FLOATING RATE INCOME
+$8.5K
13,950
+8%
增持
VTV
VANGUARD INDEX FDS
+$8.2K
1,180
+2%
减持
SPYI
NEOS ETF TRUST
-$7.5K
9,220
-6%
减持
SCHV
SCHWAB STRATEGIC TR
+$4.4K
30,818
-3%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$3.8K
10,836
+2%
减持
MGV
VANGUARD WORLD FD
-$3.5K
3,716
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.8K
3,193
-6%
减持
FNDX
SCHWAB STRATEGIC TR
+$1.6K
38,886
-4%
