申报总市值
US$2.1亿
申报季度: 2026-03-31 · 持股只数: 141
WESTBOURNE INVESTMENTS, INC.在最新一期 13F 报告中披露了 141 项持股，申报期为 2026-03-31，总持股市值约为 US$2.1亿，季度换手率为 35.7%。
减仓 QCOM
-66.7% -US$615.0万
减仓 DELL
-94.8% -US$383.6万
加仓 VRT
-0.1% US$214.4万
加仓 AUB
+379.7% US$183.8万
加仓 T
+597.1% US$179.8万
加仓 BIL
+26.4% US$150.6万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 4.29% | -0.17% | +0.66% | |
| 2 | GE | General Electric | 股票-工业 | 3.67% | -0.45% | -5.47% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 3.48% | +0.78% | +26.36% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.20% | -0.13% | +2.29% | |
| 5 | MU | Micron Technology INC | 股票-科技 | 3.08% | +0.51% | -1.03% | |
| 6 | VRT | Vertiv Holdings Co-a | 股票-工业 | 2.89% | +1.06% | -0.14% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.85% | -0.33% | -3.06% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.84% | -0.16% | -0.66% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | -0.50% | +8.08% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.40% | -0.31% | -0.07% | |
| 11 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.01% | — | -0.25% | |
| 12 | VST | Vistra CORP | 股票-公用事业 | 1.93% | +0.38% | +30.89% | |
| 13 | PH | Parker Hannifin CORP | 股票-工业 | 1.69% | — | -0.38% | |
| 14 | PFE | Pfizer INC | 股票-医疗保健 | 1.68% | — | -0.95% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.64% | +1.64% | NEW | |
| 16 | C | Citigroup INC | 股票-金融 | 1.63% | — | -0.45% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.61% | — | +0.07% | |
| 18 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.60% | — | +4.09% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.57% | -0.23% | -0.14% | |
| 20 | FVCB | Fvcbankcorp INC | 股票-其他 | 1.52% | — | — | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.51% | — | +15.80% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.45% | +0.23% | +0.82% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.42% | -0.21% | -0.60% | |
| 24 | MLM | Martin Marietta Materials | 股票-原材料 | 1.31% | — | — | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 1.24% | — | -1.00% | |
| 26 | INTU | Intuit INC | 股票-科技 | 1.23% | +1.23% | NEW | |
| 27 | UBER | Uber Technologies INC | 股票-工业 | 1.23% | +1.23% | NEW | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.11% | — | +2.32% | |
| 29 | AUB | Atlantic Union Bankshares Co | 股票-金融 | 1.10% | +0.88% | +379.69% | |
| 30 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.04% | -0.21% | — | |
| 31 | OKE | Oneok INC | 股票-能源 | 1.03% | +0.22% | +1.46% | |
| 32 | CME | Cme Group INC | 股票-金融 | 1.02% | +0.23% | +16.02% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.00% | -0.23% | -12.54% | |
| 34 | QCOM | Qualcomm INC | 股票-科技 | 0.98% | -2.84% | -66.67% | |
| 35 | T | At&t INC | 股票-通信服务 | 0.97% | +0.85% | +597.05% | |
| 36 | NFLX | Netflix INC | 股票-通信服务 | 0.97% | — | +4.70% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | +0.28% | -0.69% | |
| 38 | ENB | Enbridge INC | 股票-能源 | 0.91% | — | — | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.86% | — | — | |
| 40 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.85% | -0.18% | -1.90% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.85% | — | -0.54% | |
| 42 | VZ | Verizon Communications INC | 股票-通信服务 | 0.84% | +0.84% | NEW | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.81% | — | -1.04% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.77% | — | +2.92% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.75% | — | +1.13% | |
| 46 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.73% | — | -0.95% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.73% | — | -1.81% | |
| 48 | MDT | Medtronic plc | 股票-医疗保健 | 0.72% | — | -1.05% | |
| 49 | MO | Altria Group INC | 股票-非周期性消费 | 0.70% | +0.24% | +29.36% | |
| 50 | WM | Waste Management INC | 股票-工业 | 0.70% | — | +5.30% |
Q3 2026表现
+4.1%
近4个季度表现
+31.2%
基于可获取价格的持仓（占申报价值的79%）计算
Westbourne Investments, INC. 在 2026-03-31 最显著的持仓异动： 清仓: Unitedhealth Group INC (UNH); 新建仓: Vanguard S&p 500 ETF (VOO); 新建仓: Intuit INC (INTU); 新建仓: Uber Technologies INC (UBER); 清仓: Chevron CORP (CVX).