Westbourne Investment Advisors, Inc. 13F 持仓 · 2026年Q2
Westbourne Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 120 只证券，申报市值合计 3.63 亿美元。前几大持仓：GOOGL（7.03%）、AAPL（6.90%）、MSFT（5.04%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $25.5M | 7.03% | 71,362 | 减持 |
| 2 | AAPL | APPLE INC | $25.0M | 6.90% | 86,506 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $18.3M | 5.04% | 49,027 | 增持 |
| 4 | GS | GOLDMAN SACHS GROUP INC | $17.1M | 4.71% | 16,888 | 减持 |
| 5 | META | META PLATFORMS INC | $15.7M | 4.32% | 27,786 | 增持 |
| 6 | MS | MORGAN STANLEY | $14.3M | 3.95% | 68,596 | 减持 |
| 7 | UBER | UBER TECHNOLOGIES INC | $14.0M | 3.85% | 193,365 | 增持 |
| 8 | BAC | BANK AMERICA CORP | $13.5M | 3.72% | 236,746 | 减持 |
| 9 | VLO | VALERO ENERGY CORP | $13.2M | 3.63% | 50,530 | 减持 |
| 10 | SCHW | SCHWAB CHARLES CORP | $11.3M | 3.12% | 122,466 | 增持 |
| 11 | EXPE | EXPEDIA GROUP INC | $9.8M | 2.71% | 38,428 | 增持 |
| 12 | C | CITIGROUP INC | $9.4M | 2.59% | 66,997 | 减持 |
| 13 | AMZN | AMAZON COM INC | $8.3M | 2.28% | 34,656 | 减持 |
| 14 | SCHG | SCHWAB STRATEGIC TR | $8.1M | 2.23% | 238,852 | 增持 |
| 15 | CVCO | CAVCO INDS INC DEL | $8.0M | 2.22% | 13,097 | 增持 |
| 16 | TOST | TOAST INC | $8.0M | 2.20% | 287,405 | 增持 |
| 17 | CB | CHUBB LTD SWITZ | $7.5M | 2.08% | 22,139 | 减持 |
| 18 | HD | HOME DEPOT INC | $7.0M | 1.94% | 19,972 | 增持 |
| 19 | FERG | FERGUSON ENTERPRISES INC | $6.7M | 1.86% | 28,391 | 减持 |
| 20 | SCHV | SCHWAB STRATEGIC TR | $6.7M | 1.84% | 191,481 | 增持 |
| 21 | SOFI | SOFI TECHNOLOGIES INC | $6.0M | 1.64% | 332,102 | 增持 |
| 22 | NFLX | NETFLIX INC. | $5.8M | 1.61% | 81,576 | 增持 |
| 23 | BLDR | BUILDERS FIRSTSOURCE INC | $5.8M | 1.59% | 64,626 | 增持 |
| 24 | PAYX | PAYCHEX INC | $5.5M | 1.51% | 55,575 | 增持 |
| 25 | MEOH | METHANEX CORP | $5.4M | 1.49% | 116,883 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR