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 |
|---|---|---|---|---|---|---|---|---|
| ENSG | ENSIGN GROUP INC | $2,874 | 0.00% | 14 | -3 | -17.6% | -$616 | 减仓 |
| O | REALTY INCOME CORP | $2,888 | 0.00% | 47 | -5 | -9.6% | -$307 | 减仓 |
| HSBC | HSBC HLDGS PLC | $2,947 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $2,982 | 0.00% | 71 | -36 | -33.6% | -$1,512 | 减仓 |
| IT | GARTNER INC | $3,008 | 0.00% | 19 | 10 | 111.1% | $1,583 | 重新持有 |
| PGX | INVESCO EXCH TRADED FD TR II | $3,068 | 0.00% | 282 | 37 | 15.1% | $403 | 加仓 |
| VAW | VANGUARD WORLD FD | $3,115 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $3,167 | 0.00% | 21 | -18 | -46.2% | -$2,715 | 减仓 |
| MIDD | MIDDLEBY CORP | $3,182 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $3,201 | 0.00% | 11 | 11 | — | $3,201 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $3,209 | 0.00% | 12 | -7 | -36.8% | -$1,872 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $3,263 | 0.00% | 18 | -119 | -86.9% | -$2.16万 | 减仓 |
| MLI | MUELLER INDS INC | $3,276 | 0.00% | 30 | -4 | -11.8% | -$437 | 减仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $3,287 | 0.00% | 1,178 | -2,230 | -65.4% | -$6,222 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $3,305 | 0.00% | 47 | -5 | -9.6% | -$352 | 减仓 |
| FN | FABRINET | $3,390 | 0.00% | 7 | -1 | -12.5% | -$484 | 减仓 |
| HAS | HASBRO INC | $3,409 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $3,412 | 0.00% | 31 | -65 | -67.7% | -$7,154 | 减仓 |
| TGT | TARGET CORP | $3,441 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $3,473 | 0.00% | 52 | -1 | -1.9% | -$67 | 减仓 |
| MKC | MCCORMICK & CO INC | $3,515 | 0.00% | 70 | -18 | -20.5% | -$904 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $3,549 | 0.00% | 10 | -3 | -23.1% | -$1,065 | 减仓 |
| LEN | LENNAR CORP | $3,560 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $3,594 | 0.00% | 47 | 46 | 4,600.0% | $3,518 | 加仓 |
| BHP | BHP BILLITON LIMITED | $3,645 | 0.00% | 50 | 1 | 2.0% | $73 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $3,673 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $3,703 | 0.00% | 156 | 148 | 1,850.0% | $3,513 | 加仓 |
| CRBN | ISHARES TR | $3,799 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $3,871 | 0.00% | 13 | 3 | 30.0% | $893 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $3,872 | 0.00% | 147 | 2 | 1.4% | $53 | 加仓 |
| ANGL | VANECK ETF TRUST | $3,877 | 0.00% | 135 | 61 | 82.4% | $1,752 | 加仓 |
| WDAY | WORKDAY INC | $3,898 | 0.00% | 30 | -16 | -34.8% | -$2,079 | 减仓 |
| HYLB | DBX ETF TR | $3,941 | 0.00% | 109 | -26 | -19.3% | -$940 | 减仓 |
| NTRS | NORTHERN TR CORP | $3,957 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CORP | PIMCO ETF TR | $3,969 | 0.00% | 41 | 41 | — | $3,969 | 新建仓 |
| MTB | M & T BK CORP | $3,972 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $3,980 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| XRT | SPDR SERIES TRUST | $4,045 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $4,101 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $4,127 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $4,132 | 0.00% | 29 | -47 | -61.8% | -$6,697 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $4,222 | 0.00% | 35 | -28 | -44.4% | -$3,378 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $4,232 | 0.00% | 616 | 616 | — | $4,232 | 新建仓 |
| MCK | MCKESSON CORP | $4,331 | 0.00% | 5 | -1 | -16.7% | -$866 | 减仓 |
| FLNC | FLUENCE ENERGY INC | $4,348 | 0.00% | 316 | 316 | — | $4,348 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $4,479 | 0.00% | 48 | 3 | 6.7% | $280 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $4,577 | 0.00% | 219 | 10 | 4.8% | $209 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $4,636 | 0.00% | 4 | 4 | — | $4,636 | 新建仓 |
| BETR | BETTER HOME & FINANCE HOLDIN | $4,666 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $4,768 | 0.00% | 13 | -2 | -13.3% | -$734 | 减仓 |
| IVZ | INVESCO LTD | $4,785 | 0.00% | 197 | 60 | 43.8% | $1,457 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $4,794 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $4,803 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $4,860 | 0.00% | 65 | -11 | -14.5% | -$822 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $4,864 | 0.00% | 22 | -2 | -8.3% | -$442 | 减仓 |
| CACI | CACI INTL INC | $4,895 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $4,951 | 0.00% | 301 | 301 | — | $4,951 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $5,031 | 0.00% | 56 | -2 | -3.4% | -$180 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $5,097 | 0.00% | 152 | -14 | -8.4% | -$469 | 减仓 |
| FISV | FISERV INC | $5,134 | 0.00% | 92 | -36 | -28.1% | -$2,009 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $5,143 | 0.00% | 69 | 69 | — | $5,143 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V | $5,159 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $5,184 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $5,208 | 0.00% | 63 | 10 | 18.9% | $827 | 重新持有 |
| CP | CANADIAN PACIFIC KANSAS CITY | $5,210 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC | $5,268 | 0.00% | 1,200 | -2,032 | -62.9% | -$8,920 | 减仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $5,272 | 0.00% | 316 | 2 | 0.6% | $33 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $5,478 | 0.00% | 16 | 6 | 60.0% | $2,054 | 加仓 |
| RL | RALPH LAUREN CORP | $5,546 | 0.00% | 16 | -1 | -5.9% | -$347 | 减仓 |
| NVO | NOVO-NORDISK A S | $5,570 | 0.00% | 147 | -648 | -81.5% | -$2.46万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $5,643 | 0.00% | 96 | 25 | 35.2% | $1,470 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $5,644 | 0.00% | 92 | 92 | — | $5,644 | 新建仓 |
| CAT | CATERPILLAR INC | $5,668 | 0.00% | 8 | -4 | -33.3% | -$2,834 | 减仓 |
| XYZ | BLOCK INC | $5,717 | 0.00% | 95 | -1 | -1.0% | -$60 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $5,768 | 0.00% | 40 | 12 | 42.9% | $1,730 | 加仓 |
| F | FORD MTR CO | $5,778 | 0.00% | 501 | -13 | -2.5% | -$150 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $5,778 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $5,781 | 0.00% | 68 | 18 | 36.0% | $1,530 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $5,819 | 0.00% | 46 | 1 | 2.2% | $126 | 加仓 |
| MET | METLIFE INC | $6,003 | 0.00% | 85 | 7 | 9.0% | $494 | 加仓 |
| W | WAYFAIR INC | $6,017 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $6,057 | 0.00% | 129 | 1 | 0.8% | $47 | 加仓 |
| BRO | BROWN & BROWN INC | $6,065 | 0.00% | 93 | 86 | 1,228.6% | $5,608 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $6,066 | 0.00% | 28 | -17 | -37.8% | -$3,683 | 减仓 |
| MOD | MODINE MFG CO | $6,124 | 0.00% | 28 | -3 | -9.7% | -$656 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $6,148 | 0.00% | 109 | 17 | 18.5% | $959 | 加仓 |
| RAL | RALLIANT CORP | $6,252 | 0.00% | 150 | -92 | -38.0% | -$3,835 | 减仓 |
| TRMB | TRIMBLE INC | $6,262 | 0.00% | 96 | 21 | 28.0% | $1,370 | 加仓 |
| LIN | LINDE PLC | $6,300 | 0.00% | 13 | -370 | -96.6% | -$17.93万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $6,337 | 0.00% | 89 | 5 | 6.0% | $356 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $6,360 | 0.00% | 148 | -15 | -9.2% | -$645 | 减仓 |
| PSX | PHILLIPS 66 | $6,393 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $6,488 | 0.00% | 11 | -6 | -35.3% | -$3,539 | 减仓 |
| AFL | AFLAC INC | $6,510 | 0.00% | 59 | -5 | -7.8% | -$552 | 减仓 |
| FLRN | SPDR SERIES TRUST | $6,520 | 0.00% | 212 | 2 | 1.0% | $62 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $6,553 | 0.00% | 364 | 2 | 0.6% | $36 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $6,563 | 0.00% | 54 | 54 | — | $6,563 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $6,576 | 0.00% | 532 | 532 | — | $6,576 | 新建仓 |
| NVR | NVR INC | $6,590 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $6,603 | 0.00% | 142 | 0 | 0.0% | — | 不变 |