Westover Capital Advisors, LLC
- SEC CIK
- 0001483467
- 最新申報
- 2026/8/4
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/4 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 240
- 較 2026 年第 1 季 +5
- 總值
- $6.02 億
- 較 2026 年第 1 季 +$5,853 萬 (+10.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 114,637 | $3,317 萬 | 5.5% | +1,235+1.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 84,614 | $3,024 萬 | 5.0% | −70−0.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 146,961 | $2,941 萬 | 4.9% | +532+0.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 49,947 | $1,887 萬 | 3.1% | −160−0.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 75,506 | $1,800 萬 | 3.0% | +1,657+2.2% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 44,336 | $1,633 萬 | 2.7% | −1,176−2.6% | 減碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 285,332 | $1,505 萬 | 2.5% | +1,106+0.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 40,093 | $1,496 萬 | 2.5% | −45−0.1% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 40,857 | $1,393 萬 | 2.3% | −2,264−5.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 40,663 | $1,331 萬 | 2.2% | −1,659−3.9% | 減碼 | 歷史 |
| CLSCelestica Inc | Stock | 33,788 | $1,233 萬 | 2.0% | −1,509−4.3% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 507,206 | $1,224 萬 | 2.0% | +3,646+0.7% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 12,087 | $1,222 萬 | 2.0% | −84−0.7% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 122,526 | $1,158 萬 | 1.9% | +2,858+2.4% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 24,005 | $1,146 萬 | 1.9% | +1,574+7.0% | 加碼 | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 217,402 | $1,115 萬 | 1.9% | −2,679−1.2% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 418,819 | $1,110 萬 | 1.8% | +15,168+3.8% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 191,266 | $965.7 萬 | 1.6% | +8,289+4.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 385,907 | $938.1 萬 | 1.6% | +3,061+0.8% | 加碼 | – |
| KLACKLA Corp | COM NEW | 27,770 | $837.8 萬 | 1.4% | −950−3.3% | 減碼依 10 比 1 拆股換算 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,331 | $685.8 萬 | 1.1% | +174+2.4% | 加碼 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 164,701 | $653.5 萬 | 1.1% | +5,016+3.1% | 加碼 | – |
| NFLXNetflix Inc | Stock | 91,108 | $650.5 萬 | 1.1% | −2,236−2.4% | 減碼 | 歷史 |
| VSTVistra Corp. | Stock | 39,002 | $618.7 萬 | 1.0% | −1,625−4.0% | 減碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 202,234 | $606.9 萬 | 1.0% | +426+0.2% | 加碼 | – |
| WMTWalmart Inc. | Stock | 50,238 | $569.0 萬 | 0.9% | +883+1.8% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,778 | $552.7 萬 | 0.9% | +79+2.9% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 6,603 | $548.0 萬 | 0.9% | −251−3.7% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 72,262 | $545.2 萬 | 0.9% | −3,528−4.7% | 減碼 | – |
| WELLWelltower Inc. | REIT | 23,389 | $530.9 萬 | 0.9% | −82−0.3% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 14,451 | $511.9 萬 | 0.9% | +1,228+9.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,956 | $504.5 萬 | 0.8% | −29−0.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,676 | $497.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| EXELExelixis, Inc. | COM | 91,034 | $495.3 萬 | 0.8% | +2,025+2.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 6,668 | $482.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 62,895 | $474.9 萬 | 0.8% | +890+1.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 34,367 | $469.9 萬 | 0.8% | −380−1.1% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 42,965 | $462.4 萬 | 0.8% | −30−0.1% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 3,728 | $447.1 萬 | 0.7% | +72+2.0% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 13,565 | $383.9 萬 | 0.6% | −690−4.8% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 5,817 | $369.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 14,430 | $368.6 萬 | 0.6% | −30−0.2% | 減碼 | 歷史 |
| HESMHess Midstream LP | CL A SHS | 96,913 | $364.4 萬 | 0.6% | +920+1.0% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 8,232 | $356.7 萬 | 0.6% | +232+2.9% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 21,938 | $351.7 萬 | 0.6% | −814−3.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,361 | $330.8 萬 | 0.5% | +720+8.3% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 4,513 | $325.0 萬 | 0.5% | −198−4.2% | 減碼 | 歷史 |
| FTDRFrontdoor, Inc. | COM | 40,795 | $316.5 萬 | 0.5% | +40,795 | 新進 | 歷史 |
| IBOCInternational Bancshares Corp | COM | 41,517 | $315.3 萬 | 0.5% | −1,207−2.8% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 34,647 | $304.5 萬 | 0.5% | −2,544−6.8% | 減碼 | – |
| VRTVertiv Holdings Co | COM CL A | 9,060 | $303.3 萬 | 0.5% | +369+4.2% | 加碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 3,803 | $302.3 萬 | 0.5% | −54−1.4% | 減碼 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 29,163 | $298.2 萬 | 0.5% | +2,236+8.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 5,658 | $283.7 萬 | 0.5% | −69−1.2% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 10,454 | $246.7 萬 | 0.4% | −411−3.8% | 減碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 18,272 | $242.1 萬 | 0.4% | +719+4.1% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 25,540 | $235.7 萬 | 0.4% | −287−1.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,549 | $215.1 萬 | 0.4% | −11−0.1% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 1,540 | $212.9 萬 | 0.4% | −18−1.2% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 3,926 | $202.3 萬 | 0.3% | +237+6.4% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 6,436 | $201.5 萬 | 0.3% | −35−0.5% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 15,885 | $200.7 萬 | 0.3% | −387−2.4% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 19,844 | $197.0 萬 | 0.3% | −111−0.6% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 15,058 | $195.3 萬 | 0.3% | −783−4.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 11,629 | $192.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 11,239 | $188.5 萬 | 0.3% | +8,464+305.0% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 7,920 | $188.1 萬 | 0.3% | +719+10.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,201 | $188.0 萬 | 0.3% | −4−0.1% | 減碼 | – |
| MSMorgan Stanley | Stock | 8,710 | $182.1 萬 | 0.3% | +680+8.5% | 加碼 | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 19,840 | $176.9 萬 | 0.3% | −45−0.2% | 減碼 | – |
| MLIMueller Industries Inc | COM | 14,179 | $174.3 萬 | 0.3% | −434−3.0% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 3,189 | $168.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 2,331 | $166.2 萬 | 0.3% | −19−0.8% | 減碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 20,336 | $160.3 萬 | 0.3% | −1,139−5.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 8,387 | $159.1 萬 | 0.3% | −346−4.0% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,697 | $156.7 萬 | 0.3% | +901+50.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,016 | $152.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EGPEastgroup Properties Inc | COM | 7,514 | $152.2 萬 | 0.3% | +354+4.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,716 | $150.5 萬 | 0.3% | −126−1.1% | 減碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 24,900 | $140.3 萬 | 0.2% | +3,500+16.4% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,165 | $136.9 萬 | 0.2% | +4+0.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 3,173 | $135.2 萬 | 0.2% | −15−0.5% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 660 | $130.8 萬 | 0.2% | +76+13.0% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 6,184 | $128.0 萬 | 0.2% | −85−1.4% | 減碼 | 歷史 |
| ESEEsco Technologies Inc | COM | 3,646 | $127.6 萬 | 0.2% | +3,646 | 新進 | 歷史 |
| BTSGBrightSpring Health Services, Inc. | COM | 18,195 | $126.9 萬 | 0.2% | −154−0.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 21,259 | $121.1 萬 | 0.2% | +1,408+7.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,384 | $119.3 萬 | 0.2% | −174−4.9% | 減碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 5,095 | $116.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 11,363 | $112.8 萬 | 0.2% | −185−1.6% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 9,907 | $110.7 萬 | 0.2% | −54−0.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 8,030 | $108.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AXGNAxogen, Inc. | COM | 22,343 | $103.2 萬 | 0.2% | −373−1.6% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 2,739 | $101.5 萬 | 0.2% | −61−2.2% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,000 | $100.9 萬 | 0.2% | 00.0% | 不變 | – |
| TPLTexas Pacific Land Corp | Stock | 2,295 | $100.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 4,455 | $99.3 萬 | 0.2% | −629−12.4% | 減碼 | 歷史 |
| MCRIMonarch Casino & Resort Inc | COM | 7,503 | $98.7 萬 | 0.2% | +7,503 | 新進 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 13,239 | $98.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RIORio Tinto PLC | ADR | 10,300 | $97.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（17 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LOWLowes Companies Inc | Stock | 11,283 | $266.6 萬 | 0.5% | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 35,535 | $173.3 萬 | 0.3% | 歷史 |
| SUPNSupernus Pharmaceuticals, Inc. | COM | 31,998 | $165.4 萬 | 0.3% | 歷史 |
| AZOAutoZone Inc | COM | 188 | $63.5 萬 | 0.1% | 歷史 |
| LWLGLightwave Logic, Inc. | COM | 80,933 | $56.9 萬 | 0.1% | 歷史 |
| HONHoneywell International Inc | COM | 2,153 | $48.7 萬 | 0.1% | 歷史 |
| LRNStride, Inc. | COM | 4,177 | $36.8 萬 | 0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 5,447 | $34.2 萬 | 0.1% | 歷史 |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 7,192 | $33.6 萬 | 0.1% | – |
| SPOTSpotify Technology S.A. | Stock | 550 | $26.7 萬 | <0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 3,900 | $25.4 萬 | <0.1% | 歷史 |
| BPBP PLC | ADR | 5,300 | $24.9 萬 | <0.1% | 歷史 |
| ALBAlbemarle Corp | Stock | 1,260 | $22.6 萬 | <0.1% | 歷史 |
| HALHalliburton Co | Stock | 5,700 | $22.2 萬 | <0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 352 | $21.3 萬 | <0.1% | 歷史 |
| HOLXHologic Inc | COM | 2,700 | $20.4 萬 | <0.1% | 歷史 |
| PFEPfizer Inc | Stock | 7,204 | $20.2 萬 | <0.1% | 歷史 |