Westfuller Advisors, LLC
New York NY · SEC CIK 0002024115
$2.75亿2026Q2 申报市值
752持仓数
30.8%前十大占比 · 第一大 4.4%
56 / 63新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPY 加仓+$979.78万
VONG 加仓+$772.99万
CVLC 加仓+$404.05万
EFG 加仓+$309.40万
ESGV 加仓+$213.58万
2026Q2 卖出最多 按季末市值估算
SGOV 清仓-$2,406.41万
VBIL 清仓-$136.65万
SHY 减仓-$41.18万
NYF 减仓-$28.75万
VYM 减仓-$26.04万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1,204.90万 | 4.39% | 16,094 | 13,087 | 435.2% | $979.78万 | 加仓 |
| GOVT | ISHARES TR | $1,001.23万 | 3.64% | 439,520 | 62,106 | 16.5% | $141.48万 | 加仓 |
| AAPL | APPLE INC | $981.18万 | 3.57% | 33,909 | 4,596 | 15.7% | $132.99万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $944.90万 | 3.44% | 13,758 | -299 | -2.1% | -$20.54万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $877.81万 | 3.20% | 43,871 | 388 | 0.9% | $7.76万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $773.25万 | 2.81% | 60,500 | 60,480 | 302,400.0% | $772.99万 | 加仓 |
| NUBD | NUSHARES ETF TR | $693.10万 | 2.52% | 313,124 | -3,909 | -1.2% | -$8.65万 | 减仓 |
| AMZN | AMAZON COM INC | $682.78万 | 2.49% | 28,647 | 962 | 3.5% | $22.93万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $663.57万 | 2.42% | 80,589 | 16,131 | 25.0% | $132.82万 | 加仓 |
| IEFA | ISHARES TR | $638.43万 | 2.32% | 66,104 | 1,156 | 1.8% | $11.16万 | 加仓 |
| AGG | ISHARES TR | $619.39万 | 2.25% | 62,578 | 12,674 | 25.4% | $125.45万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $555.55万 | 2.02% | 42,011 | 16,151 | 62.5% | $213.58万 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $474.43万 | 1.73% | 50,220 | 42,770 | 574.1% | $404.05万 | 加仓 |
| GOOG | ALPHABET INC | $471.88万 | 1.72% | 13,355 | 4,069 | 43.8% | $143.77万 | 加仓 |
| GOOGL | ALPHABET INC | $436.17万 | 1.59% | 12,205 | 1,948 | 19.0% | $69.62万 | 加仓 |
| EAGG | ISHARES TR | $431.43万 | 1.57% | 91,000 | 42,275 | 86.8% | $200.43万 | 加仓 |
| CMF | ISHARES TR | $401.01万 | 1.46% | 69,572 | 508 | 0.7% | $2.93万 | 加仓 |
| IVV | ISHARES TR | $382.14万 | 1.39% | 5,103 | 112 | 2.2% | $8.39万 | 加仓 |
| — | TIDAL TRUST III | $362.10万 | 1.32% | 85,395 | -1,480 | -1.7% | -$6.28万 | 减仓 |
| EFG | ISHARES TR | $350.35万 | 1.28% | 28,159 | 24,867 | 755.4% | $309.40万 | 加仓 |
| — | EA SERIES TRUST | $347.51万 | 1.27% | 104,651 | -7,096 | -6.4% | -$23.56万 | 减仓 |
| GLD | SPDR GOLD TR | $344.59万 | 1.25% | 9,354 | -136 | -1.4% | -$5.01万 | 减仓 |
| MSFT | MICROSOFT CORP | $341.65万 | 1.24% | 9,159 | 3,091 | 50.9% | $115.30万 | 加仓 |
| JSTC | TIDAL TRUST I | $338.93万 | 1.23% | 148,136 | 9,069 | 6.5% | $20.75万 | 加仓 |
| QQQ | INVESCO QQQ TR | $338.38万 | 1.23% | 4,590 | -226 | -4.7% | -$16.66万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $337.36万 | 1.23% | 10,306 | 2,559 | 33.0% | $83.77万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $319.50万 | 1.16% | 6,385 | 334 | 5.5% | $16.71万 | 加仓 |
| AVGO | BROADCOM INC | $292.49万 | 1.06% | 7,743 | 119 | 1.6% | $4.50万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $283.39万 | 1.03% | 36,374 | 963 | 2.7% | $7.50万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $280.46万 | 1.02% | 6,468 | -376 | -5.5% | -$16.30万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $271.89万 | 0.99% | 35,449 | -567 | -1.6% | -$4.35万 | 减仓 |
| DMXF | ISHARES TR | $271.77万 | 0.99% | 32,125 | -254 | -0.8% | -$2.15万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $264.45万 | 0.96% | 10,413 | 2,979 | 40.1% | $75.66万 | 加仓 |
| NUSC | NUSHARES ETF TR | $262.04万 | 0.95% | 50,276 | 13,595 | 37.1% | $70.86万 | 加仓 |
| LLY | ELI LILLY & CO | $251.42万 | 0.92% | 2,096 | -67 | -3.1% | -$8.04万 | 减仓 |
| DGRO | ISHARES TR | $249.61万 | 0.91% | 32,935 | 862 | 2.7% | $6.53万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $232.74万 | 0.85% | 6,290 | 18 | 0.3% | $6,660 | 加仓 |
| VXUS | VANGUARD STAR FDS | $226.90万 | 0.83% | 26,542 | 117 | 0.4% | $1.00万 | 加仓 |
| — | ISHARES TR | $205.08万 | 0.75% | 70,937 | 17,156 | 31.9% | $49.60万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $199.38万 | 0.73% | 1,971 | 2 | 0.1% | $2,023 | 加仓 |
| IGRO | ISHARES TR | $183.96万 | 0.67% | 20,921 | 278 | 1.3% | $2.44万 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $179.35万 | 0.65% | 44,826 | 9,661 | 27.5% | $38.65万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $175.90万 | 0.64% | 5,158 | 214 | 4.3% | $7.30万 | 加仓 |
| NYF | ISHARES TR | $174.43万 | 0.63% | 32,358 | -5,333 | -14.1% | -$28.75万 | 减仓 |
| — | TIDAL TRUST III | $168.28万 | 0.61% | 27,676 | 1,526 | 5.8% | $9.28万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $166.01万 | 0.60% | 22,967 | 61 | 0.3% | $4,409 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $159.88万 | 0.58% | 19,090 | -104 | -0.5% | -$8,710 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $157.06万 | 0.57% | 33,553 | -28 | -0.1% | -$1,311 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $151.62万 | 0.55% | 9,594 | -1,648 | -14.7% | -$26.04万 | 减仓 |
| UNP | UNION PAC CORP | $149.98万 | 0.55% | 5,514 | 468 | 9.3% | $12.73万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $143.69万 | 0.52% | 12,729 | -2,073 | -14.0% | -$23.40万 | 减仓 |
| NUEM | NUSHARES ETF TR | $134.36万 | 0.49% | 31,661 | -157 | -0.5% | -$6,663 | 减仓 |
| VXF | VANGUARD INDEX FDS | $134.04万 | 0.49% | 5,444 | -608 | -10.0% | -$14.97万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $132.22万 | 0.48% | 4,702 | 17 | 0.4% | $4,780 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $120.83万 | 0.44% | 1,292 | 276 | 27.2% | $25.81万 | 加仓 |
| SBUX | STARBUCKS CORP | $120.45万 | 0.44% | 11,787 | 574 | 5.1% | $5.87万 | 加仓 |
| IWM | ISHARES TR | $118.74万 | 0.43% | 3,952 | 937 | 31.1% | $28.15万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $110.15万 | 0.40% | 22,744 | 156 | 0.7% | $7,555 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $109.78万 | 0.40% | 15,408 | 7,559 | 96.3% | $53.86万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $104.56万 | 0.38% | 1,800 | 1,326 | 279.7% | $77.03万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $103.80万 | 0.38% | 3,069 | -39 | -1.3% | -$1.32万 | 减仓 |
| META | META PLATFORMS INC | $98.84万 | 0.36% | 1,755 | 15 | 0.9% | $8,448 | 加仓 |
| DIS | DISNEY WALT CO | $94.62万 | 0.34% | 9,754 | 467 | 5.0% | $4.53万 | 加仓 |
| PEP | PEPSICO INC | $90.09万 | 0.33% | 6,654 | 486 | 7.9% | $6.58万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $90.06万 | 0.33% | 9,339 | -243 | -2.5% | -$2.34万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $89.61万 | 0.33% | 26,782 | -1,428 | -5.1% | -$4.78万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $86.44万 | 0.31% | 7,119 | 100 | 1.4% | $1.21万 | 加仓 |
| NULG | NUSHARES ETF TR | $82.16万 | 0.30% | 7,019 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $77.37万 | 0.28% | 5,350 | -433 | -7.5% | -$6.26万 | 减仓 |
| SUSB | ISHARES TR | $74.57万 | 0.27% | 29,839 | -7,360 | -19.8% | -$18.39万 | 减仓 |
| V | VISA INC | $74.51万 | 0.27% | 2,172 | 680 | 45.6% | $23.33万 | 加仓 |
| IWF | ISHARES TR | $72.24万 | 0.26% | 5,818 | 6 | 0.1% | $745 | 加仓 |
| CSCO | CISCO SYS INC | $71.73万 | 0.26% | 6,106 | 348 | 6.0% | $4.09万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $69.41万 | 0.25% | 1,451 | 12 | 0.8% | $5,741 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $68.96万 | 0.25% | 1,374 | 33 | 2.5% | $1.66万 | 加仓 |
| AMAT | APPLIED MATLS INC | $68.68万 | 0.25% | 950 | -117 | -11.0% | -$8.46万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $68.39万 | 0.25% | 13,208 | 490 | 3.9% | $2.54万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $62.39万 | 0.23% | 540 | -4 | -0.7% | -$4,621 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $62.21万 | 0.23% | 22,980 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $59.37万 | 0.22% | 6,484 | 33 | 0.5% | $3,022 | 加仓 |
| IYW | ISHARES TR | $58.78万 | 0.21% | 2,330 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $58.42万 | 0.21% | 6,761 | 329 | 5.1% | $2.84万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $58.10万 | 0.21% | 1,131 | 41 | 3.8% | $2.11万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $53.43万 | 0.19% | 6,203 | 5 | 0.1% | $431 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $53.43万 | 0.19% | 4,829 | 106 | 2.2% | $1.17万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $51.22万 | 0.19% | 1,816 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $49.94万 | 0.18% | 3,576 | -529 | -12.9% | -$7.39万 | 减仓 |
| HD | HOME DEPOT INC | $48.32万 | 0.18% | 1,370 | 10 | 0.7% | $3,527 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $48.06万 | 0.17% | 8,051 | 3,070 | 61.6% | $18.33万 | 加仓 |
| EFA | ISHARES TR | $45.32万 | 0.16% | 4,362 | 116 | 2.7% | $1.21万 | 加仓 |
| ABBV | ABBVIE INC | $41.48万 | 0.15% | 1,648 | 1,105 | 203.5% | $27.81万 | 加仓 |
| WMT | WALMART INC | $40.25万 | 0.15% | 3,554 | 3,414 | 2,438.6% | $38.66万 | 加仓 |
| MRK | MERCK & CO INC | $39.01万 | 0.14% | 3,016 | -45 | -1.5% | -$5,821 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $37.87万 | 0.14% | 1,204 | -23 | -1.9% | -$7,235 | 减仓 |
| BN | BROOKFIELD CORP | $36.83万 | 0.13% | 8,649 | 8 | 0.1% | $341 | 加仓 |
| CMCSA | COMCAST CORP NEW | $36.67万 | 0.13% | 14,937 | -254 | -1.7% | -$6,236 | 减仓 |
| KO | COCA COLA CO | $36.66万 | 0.13% | 4,482 | 2,474 | 123.2% | $20.24万 | 加仓 |
| JBL | JABIL INC | $36.31万 | 0.13% | 942 | 942 | — | $36.31万 | 新建仓 |
| ETN | EATON CORP PLC | $35.85万 | 0.13% | 841 | -2 | -0.2% | -$853 | 减仓 |
| CB | CHUBB LIMITED | $35.81万 | 0.13% | 1,049 | -12 | -1.1% | -$4,096 | 减仓 |