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 |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | $6,643 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $6,684 | 0.00% | 61 | 36 | 144.0% | $3,945 | 加仓 |
| — | COHEN & STEERS TOTAL RETURN | $6,713 | 0.00% | 603 | 13 | 2.2% | $145 | 加仓 |
| FOX | FOX CORP | $6,722 | 0.00% | 127 | -105 | -45.3% | -$5,558 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $6,728 | 0.00% | 39 | -34 | -46.6% | -$5,865 | 减仓 |
| AZO | AUTOZONE INC | $6,756 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $6,783 | 0.00% | 246 | 2 | 0.8% | $55 | 加仓 |
| PPG | PPG INDS INC | $6,840 | 0.00% | 64 | 23 | 56.1% | $2,458 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $6,926 | 0.00% | 174 | 2 | 1.2% | $80 | 加仓 |
| WHR | WHIRLPOOL CORP | $6,978 | 0.00% | 129 | 2 | 1.6% | $108 | 加仓 |
| IYJ | ISHARES TR | $7,061 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $7,076 | 0.00% | 49 | -13 | -21.0% | -$1,877 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $7,114 | 0.00% | 297 | -2,716 | -90.1% | -$6.51万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $7,130 | 0.00% | 36 | 3 | 9.1% | $594 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $7,138 | 0.00% | 73 | -11 | -13.1% | -$1,076 | 减仓 |
| MTG | MGIC INVT CORP WIS | $7,182 | 0.00% | 274 | 2 | 0.7% | $52 | 加仓 |
| STLD | STEEL DYNAMICS INC | $7,195 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $7,337 | 0.00% | 64 | 1 | 1.6% | $115 | 加仓 |
| RBRK | RUBRIK INC. | $7,346 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $7,364 | 0.00% | 37 | -13 | -26.0% | -$2,587 | 减仓 |
| GE | GE AEROSPACE | $7,454 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $7,503 | 0.00% | 186 | 120 | 181.8% | $4,841 | 加仓 |
| CRWV | COREWEAVE INC | $7,515 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $7,557 | 0.00% | 200 | -2 | -1.0% | -$76 | 减仓 |
| CTAS | CINTAS CORP | $7,611 | 0.00% | 45 | 7 | 18.4% | $1,184 | 加仓 |
| GNRC | GENERAC HLDGS INC | $7,618 | 0.00% | 39 | -36 | -48.0% | -$7,032 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $7,714 | 0.00% | 241 | -11 | -4.4% | -$352 | 减仓 |
| ETSY | ETSY INC | $7,847 | 0.00% | 157 | -57 | -26.6% | -$2,849 | 减仓 |
| DAC | DANAOS CORPORATION | $7,995 | 0.00% | 71 | 1 | 1.4% | $113 | 加仓 |
| VDE | VANGUARD WORLD FD | $8,079 | 0.00% | 47 | 1 | 2.2% | $172 | 加仓 |
| BAC | BANK AMERICA CORP | $8,113 | 0.00% | 166 | -122 | -42.4% | -$5,963 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $8,152 | 0.00% | 180 | -3 | -1.6% | -$136 | 减仓 |
| BF/B | BROWN FORMAN CORP | $8,161 | 0.00% | 304 | -208 | -40.6% | -$5,584 | 减仓 |
| PWR | QUANTA SVCS INC | $8,236 | 0.00% | 15 | -3 | -16.7% | -$1,647 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $8,246 | 0.00% | 20 | -2 | -9.1% | -$825 | 减仓 |
| EL | LAUDER ESTEE COS INC | $8,252 | 0.00% | 115 | -9 | -7.3% | -$646 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $8,278 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $8,418 | 0.00% | 378 | 261 | 223.1% | $5,812 | 加仓 |
| PHM | PULTE GROUP INC | $8,444 | 0.00% | 72 | 1 | 1.4% | $117 | 加仓 |
| ES | EVERSOURCE ENERGY | $8,475 | 0.00% | 122 | 1 | 0.8% | $69 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $8,537 | 0.00% | 34 | -1 | -2.9% | -$251 | 减仓 |
| GEN | GEN DIGITAL INC | $8,545 | 0.00% | 454 | 202 | 80.2% | $3,802 | 加仓 |
| KKR | KKR & CO INC | $8,603 | 0.00% | 93 | 14 | 17.7% | $1,295 | 加仓 |
| DDOG | DATADOG INC | $8,618 | 0.00% | 73 | -584 | -88.9% | -$6.89万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $8,688 | 0.00% | 509 | 3 | 0.6% | $51 | 加仓 |
| FIX | COMFORT SYS USA INC | $8,707 | 0.00% | 6 | 1 | 20.0% | $1,451 | 加仓 |
| HRL | HORMEL FOODS CORP | $8,760 | 0.00% | 387 | 115 | 42.3% | $2,603 | 加仓 |
| IGIB | ISHARES TR | $8,764 | 0.00% | 165 | 2 | 1.2% | $106 | 加仓 |
| TMUS | T-MOBILE US INC | $8,829 | 0.00% | 42 | -7 | -14.3% | -$1,472 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $9,012 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $9,064 | 0.00% | 110 | 19 | 20.9% | $1,566 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $9,088 | 0.00% | 69 | -9 | -11.5% | -$1,185 | 减仓 |
| LI | LI AUTO INC | $9,254 | 0.00% | 519 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $9,354 | 0.00% | 483 | 9 | 1.9% | $174 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $9,389 | 0.00% | 111 | 111 | — | $9,389 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $9,446 | 0.00% | 720 | 720 | — | $9,446 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $9,456 | 0.00% | 62 | 26 | 72.2% | $3,965 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $9,547 | 0.00% | 55 | 55 | — | $9,547 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $9,561 | 0.00% | 204 | -11 | -5.1% | -$516 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $9,615 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $9,638 | 0.00% | 61 | 2 | 3.4% | $316 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $9,657 | 0.00% | 22 | -1 | -4.3% | -$439 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $9,930 | 0.00% | 28 | -2 | -6.7% | -$709 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1.00万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $1.01万 | 0.00% | 307 | 18 | 6.2% | $589 | 加仓 |
| TM | TOYOTA MOTOR CORP | $1.01万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $1.03万 | 0.00% | 650 | -35 | -5.1% | -$553 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $1.03万 | 0.00% | 69 | 8 | 13.1% | $1,195 | 加仓 |
| LOGI | LOGITECH INTL S A | $1.05万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $1.05万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $1.05万 | 0.00% | 485 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $1.07万 | 0.00% | 46 | 39 | 557.1% | $9,072 | 加仓 |
| BIIB | BIOGEN INC | $1.10万 | 0.00% | 60 | 1 | 1.7% | $183 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1.14万 | 0.00% | 819 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $1.15万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1.18万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $1.19万 | 0.01% | 66 | -744 | -91.9% | -$13.41万 | 减仓 |
| SERV | SERVE ROBOTICS INC | $1.20万 | 0.01% | 1,421 | 1,421 | — | $1.20万 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $1.20万 | 0.01% | 1,757 | 1,376 | 361.2% | $9,425 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $1.21万 | 0.01% | 160 | -125 | -43.9% | -$9,416 | 减仓 |
| DASH | DOORDASH INC | $1.22万 | 0.01% | 81 | 71 | 710.0% | $1.07万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $1.22万 | 0.01% | 268 | 2 | 0.8% | $91 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.23万 | 0.01% | 107 | -22 | -17.1% | -$2,527 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $1.24万 | 0.01% | 307 | 2 | 0.7% | $81 | 加仓 |
| SHEL | SHELL PLC | $1.25万 | 0.01% | 135 | 1 | 0.7% | $93 | 加仓 |
| DLTR | DOLLAR TREE INC | $1.27万 | 0.01% | 116 | -2 | -1.7% | -$219 | 减仓 |
| SRE | SEMPRA | $1.27万 | 0.01% | 130 | 62 | 91.2% | $6,066 | 加仓 |
| VLTO | VERALTO CORP | $1.28万 | 0.01% | 145 | -18 | -11.0% | -$1,595 | 减仓 |
| RIO | RIO TINTO PLC | $1.31万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $1.32万 | 0.01% | 497 | 153 | 44.5% | $4,062 | 加仓 |
| GIS | GENERAL MILLS INC | $1.32万 | 0.01% | 355 | 266 | 298.9% | $9,900 | 重新持有 |
| BTI | BRITISH AMERN TOB PLC | $1.33万 | 0.01% | 224 | 3 | 1.4% | $178 | 加仓 |
| MUB | ISHARES TR | $1.33万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $1.33万 | 0.01% | 267 | -266 | -49.9% | -$1.33万 | 减仓 |
| ALL | ALLSTATE CORP | $1.33万 | 0.01% | 64 | -17 | -21.0% | -$3,541 | 减仓 |
| FICO | FAIR ISAAC CORP | $1.34万 | 0.01% | 13 | -2 | -13.3% | -$2,056 | 减仓 |
| STT | STATE STR CORP | $1.34万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $1.34万 | 0.01% | 51 | -27 | -34.6% | -$7,116 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1.35万 | 0.01% | 42 | 15 | 55.6% | $4,825 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1.36万 | 0.01% | 560 | -72 | -11.4% | -$1,747 | 减仓 |