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 |
|---|---|---|---|---|---|---|---|---|
| ROP | ROPER TECHNOLOGIES INC | $8,131 | 0.00% | 24 | 14 | 140.0% | $4,743 | 加仓 |
| VRSN | VERISIGN INC | $8,315 | 0.00% | 33 | 31 | 1,550.0% | $7,811 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $8,331 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $8,359 | 0.00% | 50 | 1 | 2.0% | $167 | 加仓 |
| HUM | HUMANA INC | $8,360 | 0.00% | 21 | 7 | 50.0% | $2,787 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $8,396 | 0.00% | 137 | -5 | -3.5% | -$306 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $8,543 | 0.00% | 50 | 50 | — | $8,543 | 新建仓 |
| ES | EVERSOURCE ENERGY | $8,624 | 0.00% | 119 | -3 | -2.5% | -$217 | 减仓 |
| DAC | DANAOS CORPORATION | $8,746 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $8,845 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $8,864 | 0.00% | 167 | 2 | 1.2% | $106 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $9,025 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $9,048 | 0.00% | 800 | 80 | 11.1% | $905 | 加仓 |
| TMUS | T-MOBILE US INC | $9,064 | 0.00% | 54 | 12 | 28.6% | $2,014 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $9,134 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $9,152 | 0.00% | 55 | -45 | -45.0% | -$7,488 | 减仓 |
| STLD | STEEL DYNAMICS INC | $9,192 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $9,201 | 0.00% | 342 | 38 | 12.5% | $1,022 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $9,233 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $9,298 | 0.00% | 68 | -4 | -5.6% | -$547 | 减仓 |
| SERV | SERVE ROBOTICS INC | $9,350 | 0.00% | 1,421 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $9,528 | 0.00% | 167 | 1 | 0.6% | $57 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $9,543 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $9,556 | 0.00% | 70 | 1 | 1.4% | $137 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $9,648 | 0.00% | 1,661 | -5,373 | -76.4% | -$3.12万 | 减仓 |
| CRWV | COREWEAVE INC | $9,655 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $9,660 | 0.00% | 66 | 49 | 288.2% | $7,172 | 加仓 |
| GE | GE AEROSPACE | $9,817 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $9,837 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $9,858 | 0.00% | 467 | -3,210 | -87.3% | -$6.78万 | 减仓 |
| CNC | CENTENE CORP DEL | $1.00万 | 0.00% | 156 | -151 | -49.2% | -$9,693 | 减仓 |
| SRE | SEMPRA | $1.03万 | 0.00% | 110 | -20 | -15.4% | -$1,867 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $1.03万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $1.04万 | 0.00% | 746 | 245 | 48.9% | $3,404 | 加仓 |
| AON | AON PLC | $1.04万 | 0.00% | 31 | -11 | -26.2% | -$3,692 | 减仓 |
| SHEL | SHELL PLC | $1.05万 | 0.00% | 136 | 1 | 0.7% | $78 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $1.06万 | 0.00% | 474 | 96 | 25.4% | $2,138 | 加仓 |
| NTRS | NORTHERN TR CORP | $1.07万 | 0.00% | 61 | 33 | 117.9% | $5,781 | 加仓 |
| CCI | CROWN CASTLE INC | $1.07万 | 0.00% | 141 | -35 | -19.9% | -$2,653 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.07万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $1.08万 | 0.00% | 142 | 142 | — | $1.08万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1.08万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $1.08万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $1.09万 | 0.00% | 21 | -2 | -8.7% | -$1,041 | 减仓 |
| NDAQ | NASDAQ INC | $1.10万 | 0.00% | 139 | -52 | -27.2% | -$4,104 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.12万 | 0.00% | 61 | -1 | -1.6% | -$183 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $1.12万 | 0.00% | 231 | -37 | -13.8% | -$1,799 | 减仓 |
| ETSY | ETSY INC | $1.13万 | 0.00% | 150 | -7 | -4.5% | -$527 | 减仓 |
| VOX | VANGUARD WORLD FD | $1.14万 | 0.00% | 62 | -23 | -27.1% | -$4,216 | 减仓 |
| GNRC | GENERAC HLDGS INC | $1.14万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $1.15万 | 0.00% | 44 | -29 | -39.7% | -$7,551 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1.16万 | 0.00% | 647 | -3 | -0.5% | -$54 | 减仓 |
| VLTO | VERALTO CORP | $1.17万 | 0.00% | 132 | -13 | -9.0% | -$1,151 | 减仓 |
| TE | T1 ENERGY INC | $1.19万 | 0.00% | 1,250 | 50 | 4.2% | $474 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1.19万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $1.19万 | 0.00% | 310 | 3 | 1.0% | $115 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $1.19万 | 0.00% | 483 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $1.20万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $1.21万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1.21万 | 0.00% | 56 | -4 | -6.7% | -$864 | 减仓 |
| AFL | AFLAC INC | $1.22万 | 0.00% | 104 | 45 | 76.3% | $5,293 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1.24万 | 0.00% | 32 | -24 | -42.9% | -$9,272 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $1.24万 | 0.00% | 166 | 6 | 3.8% | $448 | 加仓 |
| STE | STERIS PLC | $1.24万 | 0.00% | 59 | 49 | 490.0% | $1.03万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.24万 | 0.00% | 366 | 125 | 51.9% | $4,250 | 加仓 |
| FIX | COMFORT SYS USA INC | $1.25万 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1.25万 | 0.00% | 62 | -17 | -21.5% | -$3,434 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $1.26万 | 0.00% | 381 | -116 | -23.3% | -$3,826 | 减仓 |
| FICO | FAIR ISAAC CORP | $1.26万 | 0.00% | 11 | -2 | -15.4% | -$2,285 | 减仓 |
| DEO | DIAGEO PLC | $1.26万 | 0.00% | 157 | 92 | 141.5% | $7,382 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.26万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $1.32万 | 0.00% | 60 | -27 | -31.0% | -$5,925 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1.32万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1.33万 | 0.00% | 162 | -158 | -49.4% | -$1.30万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1.33万 | 0.00% | 343 | 214 | 165.9% | $8,310 | 加仓 |
| RIO | RIO TINTO PLC | $1.33万 | 0.00% | 140 | 3 | 2.2% | $286 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1.34万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $1.34万 | 0.00% | 40 | 6 | 17.6% | $2,013 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.35万 | 0.00% | 349 | 257 | 279.3% | $9,954 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1.35万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $1.36万 | 0.00% | 546 | 92 | 20.3% | $2,289 | 加仓 |
| MUB | ISHARES TR | $1.36万 | 0.00% | 126 | 1 | 0.8% | $108 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $1.40万 | 0.01% | 227 | 3 | 1.3% | $185 | 加仓 |
| ABNB | AIRBNB INC | $1.40万 | 0.01% | 98 | -35 | -26.3% | -$5,009 | 减仓 |
| EIX | EDISON INTL | $1.40万 | 0.01% | 189 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $1.41万 | 0.01% | 220 | 127 | 136.6% | $8,150 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.42万 | 0.01% | 180 | -2 | -1.1% | -$158 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $1.44万 | 0.01% | 80 | 69 | 627.3% | $1.24万 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $1.46万 | 0.01% | 532 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $1.46万 | 0.01% | 309 | 3 | 1.0% | $141 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1.47万 | 0.01% | 15 | 15 | — | $1.47万 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1.47万 | 0.01% | 819 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $1.49万 | 0.01% | 178 | -31 | -14.8% | -$2,587 | 减仓 |
| HUBB | HUBBELL INC | $1.49万 | 0.01% | 28 | -3 | -9.7% | -$1,593 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $1.49万 | 0.01% | 58 | -1 | -1.7% | -$258 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.50万 | 0.01% | 24 | -4 | -14.3% | -$2,501 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $1.51万 | 0.01% | 30 | -1 | -3.2% | -$502 | 减仓 |
| WMB | WILLIAMS COS INC | $1.51万 | 0.01% | 203 | 4 | 2.0% | $297 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1.52万 | 0.01% | 152 | 2 | 1.3% | $200 | 加仓 |
| IRM | IRON MTN INC DEL | $1.52万 | 0.01% | 120 | -27 | -18.4% | -$3,424 | 减仓 |