Westfuller Advisors, LLC
New York NY · SEC CIK 0002024115
$2.32亿2026Q1 申报市值
745持仓数
36.4%前十大占比 · 第一大 10.4%
30 / 50新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOVT 加仓+$230.44万
AGG 加仓+$131.75万
IBM 加仓+$95.67万
ISHARES TR 加仓+$78.43万
IAUM 加仓+$62.55万
2026Q1 卖出最多 按季末市值估算
ESGV 减仓-$248.82万
VBIL 减仓-$188.37万
EAGG 减仓-$153.06万
VSGX 减仓-$134.80万
SGOV 减仓-$116.64万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CWST | CASELLA WASTE SYS INC | $705 | 0.00% | 9 | -6 | -40.0% | -$470 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $720 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $725 | 0.00% | 9 | 1 | 12.5% | $81 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $738 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AVNT | AVIENT CORPORATION | $763 | 0.00% | 21 | -15 | -41.7% | -$545 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $766 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FELE | FRANKLIN ELEC INC | $770 | 0.00% | 8 | -6 | -42.9% | -$578 | 减仓 |
| DK | DELEK US HLDGS INC NEW | $789 | 0.00% | 18 | -13 | -41.9% | -$570 | 减仓 |
| VVV | VALVOLINE INC | $797 | 0.00% | 24 | -15 | -38.5% | -$498 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $829 | 0.00% | 14 | -9 | -39.1% | -$533 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $833 | 0.00% | 18 | -13 | -41.9% | -$602 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $881 | 0.00% | 12 | -52 | -81.2% | -$3,818 | 减仓 |
| KNF | KNIFE RIVER CORP | $896 | 0.00% | 11 | -7 | -38.9% | -$570 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $906 | 0.00% | 10 | -5 | -33.3% | -$453 | 减仓 |
| FXI | ISHARES TR | $907 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $930 | 0.00% | 31 | -18 | -36.7% | -$540 | 减仓 |
| GAP | GAP INC | $934 | 0.00% | 39 | 1 | 2.6% | $24 | 加仓 |
| ICUI | ICU MED INC | $1,030 | 0.00% | 8 | -4 | -33.3% | -$515 | 减仓 |
| MRP | MILLROSE PPTYS INC | $1,064 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $1,082 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $1,083 | 0.00% | 17 | -10 | -37.0% | -$637 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $1,085 | 0.00% | 27 | -13 | -32.5% | -$522 | 减仓 |
| NGVT | INGEVITY CORP | $1,140 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CAPR | CAPRICOR THERAPEUTICS INC | $1,155 | 0.00% | 38 | 38 | — | $1,155 | 新建仓 |
| OII | OCEANEERING INTL INC | $1,164 | 0.00% | 33 | -16 | -32.7% | -$564 | 减仓 |
| KAI | KADANT INC | $1,166 | 0.00% | 4 | -2 | -33.3% | -$583 | 减仓 |
| DT | DYNATRACE INC | $1,220 | 0.00% | 33 | -33 | -50.0% | -$1,220 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $1,230 | 0.00% | 23 | -10 | -30.3% | -$535 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $1,288 | 0.00% | 5 | -2 | -28.6% | -$515 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $1,300 | 0.00% | 8 | -8 | -50.0% | -$1,300 | 减仓 |
| CI | THE CIGNA GROUP | $1,338 | 0.00% | 5 | -6 | -54.5% | -$1,606 | 减仓 |
| HURN | HURON CONSULTING GROUP INC | $1,394 | 0.00% | 11 | -4 | -26.7% | -$507 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $1,400 | 0.00% | 13 | -5 | -27.8% | -$538 | 减仓 |
| RVTY | REVVITY INC | $1,402 | 0.00% | 16 | 16 | — | $1,402 | 新建仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $1,418 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| NMIH | NMI HLDGS INC | $1,453 | 0.00% | 39 | -15 | -27.8% | -$559 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $1,455 | 0.00% | 10 | -3 | -23.1% | -$436 | 减仓 |
| MTRN | MATERION CORP | $1,508 | 0.00% | 10 | -4 | -28.6% | -$603 | 减仓 |
| HYG | ISHARES TR | $1,556 | 0.00% | 20 | 1 | 5.3% | $78 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $1,581 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $1,619 | 0.00% | 31 | -3 | -8.8% | -$157 | 减仓 |
| — | AURORA CANNABIS INC | $1,635 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC | $1,643 | 0.00% | 3 | -2 | -40.0% | -$1,095 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $1,659 | 0.00% | 53 | -19 | -26.4% | -$595 | 减仓 |
| KEX | KIRBY CORP | $1,660 | 0.00% | 12 | -5 | -29.4% | -$692 | 减仓 |
| MSCI | MSCI INC | $1,696 | 0.00% | 3 | -6 | -66.7% | -$3,392 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $1,733 | 0.00% | 13 | 6 | 85.7% | $800 | 加仓 |
| BDC | BELDEN INC | $1,759 | 0.00% | 15 | -5 | -25.0% | -$586 | 减仓 |
| KBR | KBR INC | $1,778 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $1,821 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $1,831 | 0.00% | 13 | -4 | -23.5% | -$563 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $1,856 | 0.00% | 76 | 2 | 2.7% | $49 | 加仓 |
| GLIBK | GCI LIBERTY INC | $1,861 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $1,864 | 0.00% | 53 | -14 | -20.9% | -$492 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $1,871 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CASH | PATHWARD FINANCIAL INC | $1,890 | 0.00% | 21 | -6 | -22.2% | -$540 | 减仓 |
| NU | NU HLDGS LTD | $1,923 | 0.00% | 134 | -38 | -22.1% | -$545 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1,937 | 0.00% | 41 | 34 | 485.7% | $1,606 | 加仓 |
| APTV | APTIV PLC | $1,944 | 0.00% | 28 | -63 | -69.2% | -$4,374 | 减仓 |
| — | CHART INDS INC | $1,960 | 0.00% | 9 | -3 | -25.0% | -$653 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $2,013 | 0.00% | 18 | -4 | -18.2% | -$447 | 减仓 |
| SOLV | SOLVENTUM CORP | $2,024 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $2,031 | 0.00% | 17 | -5 | -22.7% | -$597 | 减仓 |
| VOD | VODAFONE GROUP PLC | $2,033 | 0.00% | 135 | 2 | 1.5% | $30 | 加仓 |
| STIP | ISHARES TR | $2,057 | 0.00% | 20 | -60 | -75.0% | -$6,171 | 减仓 |
| EBF | ENNIS INC | $2,091 | 0.00% | 98 | 2 | 2.1% | $43 | 加仓 |
| KTB | KONTOOR BRANDS INC | $2,109 | 0.00% | 30 | -30 | -50.0% | -$2,109 | 减仓 |
| WULF | TERAWULF INC | $2,136 | 0.00% | 148 | 148 | — | $2,136 | 新建仓 |
| IWD | ISHARES TR | $2,137 | 0.00% | 10 | -1 | -9.1% | -$214 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $2,147 | 0.00% | 11 | -40 | -78.4% | -$7,807 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $2,151 | 0.00% | 22 | 7 | 46.7% | $684 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $2,172 | 0.00% | 33 | -8 | -19.5% | -$527 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,194 | 0.00% | 20 | 4 | 25.0% | $439 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $2,212 | 0.00% | 8 | -2 | -20.0% | -$553 | 减仓 |
| PGNY | PROGYNY INC | $2,225 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $2,227 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $2,228 | 0.00% | 10 | -19 | -65.5% | -$4,233 | 减仓 |
| DAN | DANA INC | $2,235 | 0.00% | 66 | -17 | -20.5% | -$576 | 减仓 |
| SJM | SMUCKER J M CO | $2,239 | 0.00% | 23 | -27 | -54.0% | -$2,628 | 减仓 |
| RMD | RESMED INC | $2,245 | 0.00% | 10 | -3 | -23.1% | -$674 | 重新持有 |
| GSK | GSK PLC | $2,282 | 0.00% | 41 | -18 | -30.5% | -$1,002 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $2,293 | 0.00% | 17 | -48 | -73.8% | -$6,474 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2,316 | 0.00% | 7 | 7 | — | $2,316 | 新建仓 |
| MYRG | MYR GROUP INC | $2,323 | 0.00% | 8 | -2 | -20.0% | -$581 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $2,365 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $2,414 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $2,427 | 0.00% | 12 | -1 | -7.7% | -$202 | 减仓 |
| HUM | HUMANA INC | $2,440 | 0.00% | 14 | 14 | — | $2,440 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,522 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2,535 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $2,622 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $2,624 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS INC | $2,658 | 0.00% | 13 | -3 | -18.8% | -$613 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $2,694 | 0.00% | 50 | -3 | -5.7% | -$162 | 减仓 |
| SITM | SITIME CORP | $2,717 | 0.00% | 8 | -1 | -11.1% | -$340 | 减仓 |
| ARM | ARM HOLDINGS PLC | $2,723 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $2,814 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $2,820 | 0.00% | 164 | -146 | -47.1% | -$2,510 | 减仓 |
| EVR | EVERCORE INC | $2,856 | 0.00% | 10 | -1 | -9.1% | -$286 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $2,862 | 0.00% | 10 | -2 | -16.7% | -$572 | 减仓 |