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 |
|---|---|---|---|---|---|---|---|---|
| GGG | GRACO INC | $1.53万 | 0.01% | 203 | 203 | — | $1.53万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.55万 | 0.01% | 31 | 3 | 10.7% | $1,503 | 加仓 |
| KEY | KEYCORP | $1.57万 | 0.01% | 679 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1.58万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1.63万 | 0.01% | 206 | -15 | -6.8% | -$1,185 | 减仓 |
| CSX | CSX CORP | $1.63万 | 0.01% | 343 | -36 | -9.5% | -$1,711 | 减仓 |
| FTV | FORTIVE CORP | $1.64万 | 0.01% | 268 | -369 | -57.9% | -$2.26万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.64万 | 0.01% | 361 | -66 | -15.5% | -$3,004 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $1.64万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1.65万 | 0.01% | 387 | -1,023 | -72.6% | -$4.37万 | 减仓 |
| BWA | BORGWARNER INC | $1.66万 | 0.01% | 250 | 250 | — | $1.66万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $1.68万 | 0.01% | 90 | -5 | -5.3% | -$933 | 减仓 |
| AOS | SMITH A O CORP | $1.68万 | 0.01% | 268 | 268 | — | $1.68万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $1.69万 | 0.01% | 1,255 | 261 | 26.3% | $3,513 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1.70万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $1.70万 | 0.01% | 1,757 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $1.71万 | 0.01% | 70 | -3 | -4.1% | -$731 | 减仓 |
| ALL | ALLSTATE CORP | $1.72万 | 0.01% | 72 | 8 | 12.5% | $1,911 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1.74万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $1.76万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $1.77万 | 0.01% | 242 | -6 | -2.4% | -$438 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.78万 | 0.01% | 417 | 15 | 3.7% | $640 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $1.79万 | 0.01% | 169 | 2 | 1.2% | $212 | 加仓 |
| CTAS | CINTAS CORP | $1.82万 | 0.01% | 107 | 62 | 137.8% | $1.05万 | 加仓 |
| TPR | TAPESTRY INC | $1.83万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $1.84万 | 0.01% | 221 | 1 | 0.5% | $83 | 加仓 |
| AOK | ISHARES TR | $1.86万 | 0.01% | 449 | 3 | 0.7% | $124 | 加仓 |
| OKE | ONEOK INC NEW | $1.88万 | 0.01% | 216 | 2 | 0.9% | $174 | 加仓 |
| WSO | WATSCO INC | $1.92万 | 0.01% | 46 | 46 | — | $1.92万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.93万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.96万 | 0.01% | 287 | -26 | -8.3% | -$1,775 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1.96万 | 0.01% | 365 | 1 | 0.3% | $54 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2.03万 | 0.01% | 281 | -835 | -74.8% | -$6.03万 | 减仓 |
| KKR | KKR & CO INC | $2.03万 | 0.01% | 221 | 128 | 137.6% | $1.17万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2.07万 | 0.01% | 796 | -13 | -1.6% | -$337 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $2.10万 | 0.01% | 584 | 7 | 1.2% | $252 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $2.17万 | 0.01% | 649 | 3 | 0.5% | $100 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $2.19万 | 0.01% | 485 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $2.20万 | 0.01% | 165 | -51 | -23.6% | -$6,811 | 减仓 |
| ALC | ALCON AG | $2.30万 | 0.01% | 343 | 343 | — | $2.30万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $2.36万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $2.39万 | 0.01% | 675 | 675 | — | $2.39万 | 新建仓 |
| REET | ISHARES TR | $2.41万 | 0.01% | 872 | -1,433 | -62.2% | -$3.96万 | 减仓 |
| NVS | NOVARTIS AG | $2.44万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $2.49万 | 0.01% | 361 | -452 | -55.6% | -$3.12万 | 减仓 |
| CPRT | COPART INC | $2.50万 | 0.01% | 887 | 655 | 282.3% | $1.85万 | 重新持有 |
| RKLB | ROCKET LAB CORP | $2.62万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $2.63万 | 0.01% | 118 | 118 | — | $2.63万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.67万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| KOD | KODIAK SCIENCES INC | $2.70万 | 0.01% | 692 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $2.71万 | 0.01% | 802 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $2.72万 | 0.01% | 908 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $2.85万 | 0.01% | 1,188 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $2.89万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $2.89万 | 0.01% | 580 | 69 | 13.5% | $3,436 | 加仓 |
| USB | US BANCORP | $2.95万 | 0.01% | 484 | -29 | -5.7% | -$1,766 | 减仓 |
| IJR | ISHARES TR | $2.98万 | 0.01% | 201 | 201 | — | $2.98万 | 新建仓 |
| LVHD | LEGG MASON ETF INVT | $3.03万 | 0.01% | 689 | 6 | 0.9% | $264 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $3.07万 | 0.01% | 22 | 1 | 4.8% | $1,395 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $3.07万 | 0.01% | 89 | 47 | 111.9% | $1.62万 | 加仓 |
| — | VANECK ETF TRUST | $3.10万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $3.12万 | 0.01% | 91 | 91 | — | $3.12万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $3.14万 | 0.01% | 115 | 64 | 125.5% | $1.75万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3.15万 | 0.01% | 107 | -3 | -2.7% | -$882 | 减仓 |
| AZN | ASTRAZENECA PLC | $3.18万 | 0.01% | 168 | 2 | 1.2% | $378 | 加仓 |
| ALB | ALBEMARLE CORP | $3.20万 | 0.01% | 236 | 69 | 41.3% | $9,343 | 加仓 |
| MET | METLIFE INC | $3.21万 | 0.01% | 379 | 294 | 345.9% | $2.49万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $3.22万 | 0.01% | 460 | 448 | 3,733.3% | $3.14万 | 加仓 |
| MMM | 3M CO | $3.24万 | 0.01% | 200 | 200 | — | $3.24万 | 新建仓 |
| DHI | D R HORTON INC | $3.26万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $3.29万 | 0.01% | 627 | -107 | -14.6% | -$5,612 | 减仓 |
| IYH | ISHARES TR | $3.32万 | 0.01% | 495 | -1,232 | -71.3% | -$8.26万 | 减仓 |
| L | LOEWS CORP | $3.34万 | 0.01% | 295 | 149 | 102.1% | $1.69万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $3.37万 | 0.01% | 178 | -1 | -0.6% | -$189 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $3.46万 | 0.01% | 1,354 | 26 | 2.0% | $664 | 加仓 |
| ZS | ZSCALER INC | $3.49万 | 0.01% | 247 | -472 | -65.6% | -$6.66万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $3.49万 | 0.01% | 265 | 73 | 38.0% | $9,608 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $3.50万 | 0.01% | 1,894 | 32 | 1.7% | $591 | 加仓 |
| RACE | FERRARI N V | $3.50万 | 0.01% | 94 | 3 | 3.3% | $1,117 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $3.57万 | 0.01% | 1,993 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $3.62万 | 0.01% | 383 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3.62万 | 0.01% | 409 | -60 | -12.8% | -$5,316 | 减仓 |
| HUT | HUT 8 CORP | $3.62万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN RTY TR | $3.67万 | 0.01% | 11,430 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $3.68万 | 0.01% | 154 | -21 | -12.0% | -$5,019 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $3.72万 | 0.01% | 274 | -551 | -66.8% | -$7.47万 | 减仓 |
| EBAY | EBAY INC. | $3.74万 | 0.01% | 334 | -16 | -4.6% | -$1,790 | 减仓 |
| SUSA | ISHARES TR | $3.76万 | 0.01% | 244 | 244 | — | $3.76万 | 新建仓 |
| STT | STATE STR CORP | $3.90万 | 0.01% | 230 | 124 | 117.0% | $2.10万 | 加仓 |
| DLTR | DOLLAR TREE INC | $3.96万 | 0.01% | 327 | 211 | 181.9% | $2.55万 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $3.97万 | 0.01% | 4,717 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $4.02万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC | $4.05万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $4.21万 | 0.02% | 358 | 231 | 181.9% | $2.71万 | 重新持有 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4.22万 | 0.02% | 510 | 5 | 1.0% | $413 | 加仓 |
| GIS | GENERAL MILLS INC | $4.25万 | 0.02% | 1,222 | 867 | 244.2% | $3.02万 | 加仓 |
| ROKU | ROKU INC | $4.28万 | 0.02% | 310 | 10 | 3.3% | $1,381 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $4.32万 | 0.02% | 122 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $4.58万 | 0.02% | 101 | 9 | 9.8% | $4,081 | 加仓 |
| DSI | ISHARES TR | $4.58万 | 0.02% | 322 | 322 | — | $4.58万 | 新建仓 |