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 |
|---|---|---|---|---|---|---|---|---|
| KEY | KEYCORP | $1.36万 | 0.01% | 679 | -27 | -3.8% | -$542 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1.36万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $1.37万 | 0.01% | 42 | -363 | -89.6% | -$11.83万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $1.37万 | 0.01% | 59 | -30 | -33.7% | -$6,973 | 减仓 |
| EIX | EDISON INTL | $1.38万 | 0.01% | 189 | 3 | 1.6% | $219 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1.41万 | 0.01% | 23 | -4 | -14.8% | -$2,446 | 减仓 |
| ROL | ROLLINS INC | $1.41万 | 0.01% | 264 | 23 | 9.5% | $1,231 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $1.42万 | 0.01% | 306 | 4 | 1.3% | $185 | 加仓 |
| CCI | CROWN CASTLE INC | $1.43万 | 0.01% | 176 | 18 | 11.4% | $1,464 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.44万 | 0.01% | 182 | 26 | 16.7% | $2,064 | 加仓 |
| WMB | WILLIAMS COS INC | $1.45万 | 0.01% | 199 | -16 | -7.4% | -$1,164 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1.45万 | 0.01% | 78 | -2 | -2.5% | -$372 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1.45万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $1.46万 | 0.01% | 797 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1.47万 | 0.01% | 37 | -80 | -68.4% | -$3.18万 | 减仓 |
| HUT | HUT 8 CORP | $1.47万 | 0.01% | 314 | 314 | — | $1.47万 | 新建仓 |
| SYY | SYSCO CORP | $1.49万 | 0.01% | 209 | 74 | 54.8% | $5,272 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1.50万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $1.51万 | 0.01% | 147 | 29 | 24.6% | $2,980 | 加仓 |
| COIN | COINBASE GLOBAL INC | $1.52万 | 0.01% | 87 | 31 | 55.4% | $5,413 | 加仓 |
| VOX | VANGUARD WORLD FD | $1.54万 | 0.01% | 85 | -90 | -51.4% | -$1.63万 | 减仓 |
| HUBB | HUBBELL INC | $1.54万 | 0.01% | 31 | 3 | 10.7% | $1,490 | 加仓 |
| CSX | CSX CORP | $1.56万 | 0.01% | 379 | -30 | -7.3% | -$1,232 | 减仓 |
| L | LOEWS CORP | $1.56万 | 0.01% | 146 | -193 | -56.9% | -$2.06万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $1.56万 | 0.01% | 994 | -393 | -28.3% | -$6,178 | 减仓 |
| NDAQ | NASDAQ INC | $1.62万 | 0.01% | 191 | 50 | 35.5% | $4,248 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $1.63万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1.65万 | 0.01% | 79 | -106 | -57.3% | -$2.22万 | 减仓 |
| RKLB | ROCKET LAB CORP | $1.66万 | 0.01% | 258 | -45 | -14.9% | -$2,890 | 减仓 |
| MO | ALTRIA GROUP INC | $1.66万 | 0.01% | 248 | -10 | -3.9% | -$671 | 减仓 |
| ABNB | AIRBNB INC | $1.68万 | 0.01% | 133 | 71 | 114.5% | $8,966 | 加仓 |
| SMH | VANECK ETF TRUST | $1.69万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1.69万 | 0.01% | 235 | 2 | 0.9% | $144 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $1.71万 | 0.01% | 1,188 | -3,373 | -74.0% | -$4.87万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.74万 | 0.01% | 100 | 27 | 37.0% | $4,700 | 加仓 |
| WMT | WALMART INC | $1.74万 | 0.01% | 140 | -2 | -1.4% | -$249 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $1.75万 | 0.01% | 1,993 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $1.75万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $1.76万 | 0.01% | 125 | -8 | -6.0% | -$1,129 | 减仓 |
| AOK | ISHARES TR | $1.78万 | 0.01% | 446 | 2 | 0.5% | $80 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $1.80万 | 0.01% | 220 | 2 | 0.9% | $164 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1.80万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $1.85万 | 0.01% | 218 | -1,149 | -84.1% | -$9.77万 | 减仓 |
| PAYX | PAYCHEX INC | $1.86万 | 0.01% | 202 | -79 | -28.1% | -$7,261 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $1.91万 | 0.01% | 4,717 | 4,717 | — | $1.91万 | 新建仓 |
| MDT | MEDTRONIC PLC | $1.93万 | 0.01% | 221 | -93 | -29.6% | -$8,131 | 减仓 |
| OKE | ONEOK INC NEW | $1.93万 | 0.01% | 214 | 3 | 1.4% | $271 | 加仓 |
| D | DOMINION ENERGY INC | $1.93万 | 0.01% | 313 | 20 | 6.8% | $1,235 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.04万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $2.06万 | 0.01% | 73 | 1 | 1.4% | $282 | 加仓 |
| VIS | VANGUARD WORLD FD | $2.06万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2.07万 | 0.01% | 341 | 78 | 29.7% | $4,726 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $2.08万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $2.10万 | 0.01% | 97 | -42 | -30.2% | -$9,082 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $2.14万 | 0.01% | 577 | 577 | — | $2.14万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $2.17万 | 0.01% | 28 | 2 | 7.7% | $1,549 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $2.25万 | 0.01% | 427 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $2.26万 | 0.01% | 804 | 104 | 14.9% | $2,922 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2.33万 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $2.34万 | 0.01% | 802 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $2.34万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $2.35万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $2.35万 | 0.01% | 511 | 29 | 6.0% | $1,332 | 加仓 |
| NVS | NOVARTIS AG | $2.38万 | 0.01% | 156 | -1,472 | -90.4% | -$22.42万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2.43万 | 0.01% | 809 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $2.49万 | 0.01% | 190 | -1,231 | -86.6% | -$16.15万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $2.49万 | 0.01% | 646 | 2 | 0.3% | $77 | 加仓 |
| MSTR | STRATEGY INC | $2.52万 | 0.01% | 202 | 202 | — | $2.52万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2.52万 | 0.01% | 402 | -6 | -1.5% | -$377 | 减仓 |
| VLUE | ISHARES TR | $2.56万 | 0.01% | 180 | 1 | 0.6% | $142 | 加仓 |
| IR | INGERSOLL RAND INC | $2.57万 | 0.01% | 320 | 22 | 7.4% | $1,765 | 加仓 |
| CME | CME GROUP INC | $2.58万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2.62万 | 0.01% | 192 | -3 | -1.5% | -$409 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $2.63万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $2.64万 | 0.01% | 56 | 13 | 30.2% | $6,120 | 加仓 |
| KOD | KODIAK SCIENCES INC | $2.64万 | 0.01% | 692 | 692 | — | $2.64万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.68万 | 0.01% | 290 | -10 | -3.3% | -$923 | 减仓 |
| NPO | ENPRO INC | $2.69万 | 0.01% | 107 | -2 | -1.8% | -$502 | 减仓 |
| USB | US BANCORP | $2.69万 | 0.01% | 513 | -95 | -15.6% | -$4,990 | 减仓 |
| SPSB | SPDR SERIES TRUST | $2.73万 | 0.01% | 908 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $2.74万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $2.84万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.85万 | 0.01% | 73 | -4 | -5.2% | -$1,560 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $2.91万 | 0.01% | 1,328 | 26 | 2.0% | $569 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $2.91万 | 0.01% | 683 | 7 | 1.0% | $298 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $2.93万 | 0.01% | 216 | 1 | 0.5% | $136 | 加仓 |
| — | VANECK ETF TRUST | $2.95万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $2.99万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $3.01万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $3.08万 | 0.01% | 91 | 8 | 9.6% | $2,706 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $3.09万 | 0.01% | 1,862 | 34 | 1.9% | $564 | 加仓 |
| EBAY | EBAY INC. | $3.19万 | 0.01% | 350 | 1 | 0.3% | $91 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3.19万 | 0.01% | 110 | -10 | -8.3% | -$2,901 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $3.23万 | 0.01% | 1,175 | -73 | -5.8% | -$2,005 | 减仓 |
| AZN | ASTRAZENECA PLC | $3.27万 | 0.01% | 166 | 166 | — | $3.27万 | 新建仓 |
| FAST | FASTENAL CO | $3.35万 | 0.01% | 723 | -7 | -1.0% | -$325 | 减仓 |
| CTVA | CORTEVA INC | $3.36万 | 0.01% | 401 | 387 | 2,764.3% | $3.24万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $3.50万 | 0.02% | 214 | -34 | -13.7% | -$5,568 | 减仓 |
| FTV | FORTIVE CORP | $3.52万 | 0.02% | 637 | -30 | -4.5% | -$1,658 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3.57万 | 0.02% | 469 | 0 | 0.0% | — | 不变 |