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Westbourne Investment Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Westbourne Investment Advisors, Inc.
报告期 2026-03-31 · CIK 0001650092
持仓数
115
前50大市值合计
$310.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 89 项
建仓 6
增持 39
减持 37
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
FERG
FERGUSON ENTERPRISES INC
+$6.7M
28,768
增持
MSFT
MICROSOFT CORP
-$5.3M
48,842
+1%
减持
VLO
VALERO ENERGY CORP
+$4.3M
55,301
-4%
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
MEOH
METHANEX CORP
+$2.6M
132,642
-0%
减持
GOOGL
ALPHABET INC
-$2.4M
80,981
-1%
增持
META
META PLATFORMS INC
-$2.3M
27,639
+1%
增持
SOFI
SOFI TECHNOLOGIES INC
-$2.3M
279,543
+8%
增持
EXPE
EXPEDIA GROUP INC
-$1.9M
37,512
+1%
减持
SNAP
SNAP INC
-$1.9M
517,148
-3%
增持
TOST
TOAST INC
-$1.9M
241,195
+3%
增持
UBER
UBER TECHNOLOGIES INC
-$1.8M
192,551
+1%
减持
AAPL
APPLE INC
-$1.7M
89,041
-0%
减持
BAC
BANK AMERICA CORP
-$1.6M
250,304
-0%
增持
CVCO
CAVCO INDS INC DEL
-$1.3M
12,454
+1%
增持
—
ACCENTURE PLC IRELAND
-$1.3M
25,184
+8%
减持
BRO
BROWN & BROWN INC
-$1.0M
62,099
-3%
减持
MS
MORGAN STANLEY
-$934.9K
71,372
-0%
增持
PAYX
PAYCHEX INC
-$860.4K
53,614
+4%
增持
BLDR
BUILDERS FIRSTSOURCE INC
-$841.4K
52,466
+5%
增持
DOCU
DOCUSIGN INC
-$832.6K
66,870
+14%
减持
GS
GOLDMAN SACHS GROUP INC
-$768.0K
17,381
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$730.4K
121,951
-0%
减持
—
EXXON MOBIL CORP
+$578.9K
13,080
-4%
增持
SCHG
SCHWAB STRATEGIC TR
-$512.9K
235,089
+4%
增持
AMZN
AMAZON COM INC
-$435.9K
34,962
+5%
增持
NFLX
NETFLIX INC.
+$391.4K
79,479
+3%
增持
SCHV
SCHWAB STRATEGIC TR
+$366.3K
189,297
+4%
增持
—
CHUBB LTD SWITZ
+$348.0K
22,305
+1%
减持
GOOG
ALPHABET INC
-$313.0K
11,260
-0%
减持
LOW
LOWES COS INC
-$296.3K
6,354
-15%
减持
COP
CONOCOPHILLIPS
+$295.8K
9,925
-8%
增持
JNJ
JOHNSON & JOHNSON
+$275.9K
7,083
+1%
减持
JPM
JPMORGAN CHASE & CO
-$272.3K
8,555
-1%
减持
C
CITIGROUP INC
-$269.7K
71,308
-0%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$256.3K
66,843
+3%
清仓
—
THOMSON REUTERS CORP
-$255.7K
0
-100%
建仓
GLW
CORNING INC
+$244.5K
1,798
增持
HD
HOME DEPOT INC
-$231.4K
19,762
+1%
清仓
ORCL
ORACLE CORP
-$228.0K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$222.6K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$220.1K
3,777
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$215.0K
2,530
-7%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$214.5K
2,166
清仓
VOO
VANGUARD INDEX FDS
-$213.9K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$213.2K
0
-100%
清仓
—
VIKING HOLDINGS LTD
-$208.9K
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$206.8K
0
-100%
减持
V
VISA INC
-$193.1K
3,260
-3%
减持
MCO
MOODYS CORP
-$184.9K
2,136
-2%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$172.1K
34,600
+15%
减持
ABT
ABBOTT LABORATORIES
-$164.3K
7,206
-0%
减持
IVV
ISHARES TR
-$142.4K
1,288
-10%
减持
MRK
MERCK & CO INC
+$141.1K
10,261
-1%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$141.0K
2,673
-3%
增持
UTG
REAVES UTIL INCOME FD
+$138.6K
25,600
+8%
增持
DNP
DNP SELECT INCOME FD INC
+$121.2K
84,700
+13%
增持
—
EATON CORP PLC
+$110.4K
2,454
+2%
增持
PCN
PIMCO CORPORATE & INCM STRG
+$104.5K
64,000
+24%
建仓
HYT
BLACKROCK CORPOR HI YLD FD I
+$102.2K
12,000
减持
ARCC
ARES CAPITAL CORP
-$101.8K
45,650
-0%
建仓
BHK
BLACKROCK CORE BD TR
+$100.8K
11,000
增持
XLF
SELECT SECTOR SPDR TR
-$98.9K
28,316
+4%
建仓
BDJ
BLACKROCK ENHANCED EQUITY DI
+$97.4K
11,300
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$95.3K
83,400
+12%
减持
IWB
ISHARES TR
-$90.1K
2,240
-6%
减持
CG
CARLYLE GROUP INC
-$76.7K
5,500
-5%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$74.4K
21,200
-7%
增持
RITM
RITHM CAPITAL CORP
-$64.6K
57,000
+3%
减持
MMM
3M CO
-$55.4K
2,020
-7%
减持
DIS
DISNEY WALT CO
-$49.1K
2,495
-2%
减持
CSX
CSX CORP
+$46.5K
11,000
-2%
减持
WMT
WALMART INC
+$46.3K
3,774
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$45.5K
6,800
+1%
增持
NVDA
NVIDIA CORPORATION
-$37.4K
3,247
+0%
减持
AVGO
BROADCOM INC
-$36.7K
813
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$35.4K
4,477
+2%
增持
CII
BLACKROCK ENHANCED LARGE CAP
+$34.0K
13,847
+26%
减持
AMLP
ALPS ETF TR
-$30.3K
7,700
-17%
增持
PG
PROCTER & GAMBLE CO
+$19.7K
9,215
+1%
增持
RFI
COHEN & STEERS TOTAL RETURN
+$19.1K
27,700
+6%
增持
USA
LIBERTY ALL STAR EQUITY FD
+$12.7K
184,700
+15%
减持
RF
REGIONS FINANCIAL CORP NEW
-$11.9K
8,000
-2%
增持
STWD
STARWOOD PPTY TR INC
+$11.4K
19,800
+8%
减持
ET
ENERGY TRANSFER L P
+$11.1K
15,700
-11%
增持
THQ
ABRDN HEALTHCARE OPPORTUNITI
+$9.7K
45,100
+15%
增持
BXSL
BLACKSTONE SECD LENDING FD
-$9.4K
19,500
+9%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$6.8K
18,600
+2%
减持
—
JOHNSON CONTROLS INTERNATION
+$3.0K
1,584
-7%
增持
—
INVESCO EXCHANGE TRADED FD T
+$2.1K
1,811
+0%