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 |
|---|---|---|---|---|---|---|---|---|
| MBB | ISHARES TR | $3.64万 | 0.02% | 383 | 39 | 11.3% | $3,703 | 加仓 |
| KLAC | KLA CORP | $3.72万 | 0.02% | 25 | -4 | -13.8% | -$5,949 | 减仓 |
| — | DUPONT DE NEMOURS INC | $3.78万 | 0.02% | 825 | -69 | -7.7% | -$3,162 | 减仓 |
| ASML | ASML HLDG NV | $3.85万 | 0.02% | 29 | -118 | -80.3% | -$15.65万 | 减仓 |
| IGSB | ISHARES TR | $3.86万 | 0.02% | 734 | -815 | -52.6% | -$4.28万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $3.90万 | 0.02% | 7,034 | 325 | 4.8% | $1,804 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $3.91万 | 0.02% | 235 | -10 | -4.1% | -$1,665 | 减仓 |
| MCO | MOODYS CORP | $4.01万 | 0.02% | 92 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4.18万 | 0.02% | 505 | -55 | -9.8% | -$4,549 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $4.19万 | 0.02% | 122 | -4 | -3.2% | -$1,373 | 减仓 |
| — | EXXON MOBIL CORP | $4.19万 | 0.02% | 247 | -26 | -9.5% | -$4,411 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $4.29万 | 0.02% | 159 | -16 | -9.1% | -$4,321 | 减仓 |
| FSLR | FIRST SOLAR INC | $4.38万 | 0.02% | 222 | -23 | -9.4% | -$4,537 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $4.39万 | 0.02% | 211 | -6 | -2.8% | -$1,247 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $4.63万 | 0.02% | 106 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $4.73万 | 0.02% | 149 | -754 | -83.5% | -$23.92万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $4.73万 | 0.02% | 410 | 0 | 0.0% | — | 不变 |
| AIR | AAR CORP | $4.76万 | 0.02% | 435 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $4.82万 | 0.02% | 606 | 510 | 531.2% | $4.06万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $4.85万 | 0.02% | 1,984 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $4.88万 | 0.02% | 246 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $4.91万 | 0.02% | 1,360 | 17 | 1.3% | $614 | 加仓 |
| LNG | CHENIERE ENERGY INC | $4.97万 | 0.02% | 175 | -2 | -1.1% | -$568 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $5.03万 | 0.02% | 440 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $5.03万 | 0.02% | 215 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $5.05万 | 0.02% | 1,014 | 7 | 0.7% | $348 | 加仓 |
| DOLE | DOLE PLC | $5.12万 | 0.02% | 3,560 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $5.18万 | 0.02% | 207 | 0 | 0.0% | — | 不变 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $5.23万 | 0.02% | 2,240 | 91 | 4.2% | $2,126 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $5.43万 | 0.02% | 813 | 1 | 0.1% | $67 | 加仓 |
| LAZ | LAZARD INC | $5.45万 | 0.02% | 1,282 | -268 | -17.3% | -$1.14万 | 减仓 |
| — | SAN JUAN BASIN RTY TR | $5.50万 | 0.02% | 11,430 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $5.63万 | 0.02% | 562 | 560 | 28,000.0% | $5.61万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $5.71万 | 0.02% | 5,523 | 5,523 | — | $5.71万 | 新建仓 |
| REET | ISHARES TR | $5.80万 | 0.03% | 2,305 | 8 | 0.3% | $201 | 加仓 |
| DNOW | DNOW INC | $5.91万 | 0.03% | 4,964 | -4,162 | -45.6% | -$4.96万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $6.03万 | 0.03% | 642 | -79 | -11.0% | -$7,421 | 减仓 |
| AYI | ACUITY INC | $6.08万 | 0.03% | 217 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $6.11万 | 0.03% | 1,310 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $6.12万 | 0.03% | 35 | -96 | -73.3% | -$16.79万 | 减仓 |
| DE | DEERE & CO | $6.19万 | 0.03% | 110 | -8 | -6.8% | -$4,500 | 减仓 |
| BP | BP PLC | $6.31万 | 0.03% | 1,342 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $6.52万 | 0.03% | 1,150 | 22 | 2.0% | $1,247 | 加仓 |
| NXT | NEXTPOWER INC | $6.63万 | 0.03% | 550 | 550 | — | $6.63万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $6.88万 | 0.03% | 3,677 | 390 | 11.9% | $7,293 | 加仓 |
| USMV | ISHARES TR | $6.90万 | 0.03% | 744 | 4 | 0.5% | $371 | 加仓 |
| DUOL | DUOLINGO INC | $6.90万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $6.92万 | 0.03% | 421 | 7 | 1.7% | $1,151 | 加仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $6.93万 | 0.03% | 2,195 | 2 | 0.1% | $63 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6.96万 | 0.03% | 476 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $7.02万 | 0.03% | 545 | -211 | -27.9% | -$2.72万 | 减仓 |
| NIO | NIO INC | $7.04万 | 0.03% | 11,680 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $7.06万 | 0.03% | 1,065 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $7.13万 | 0.03% | 160 | 3 | 1.9% | $1,336 | 加仓 |
| NTAP | NETAPP INC | $7.15万 | 0.03% | 698 | 3 | 0.4% | $307 | 加仓 |
| ALAB | ASTERA LABS INC | $7.31万 | 0.03% | 667 | 667 | — | $7.31万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $7.35万 | 0.03% | 371 | -14 | -3.6% | -$2,774 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $7.37万 | 0.03% | 261 | 14 | 5.7% | $3,953 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $7.45万 | 0.03% | 6,514 | 186 | 2.9% | $2,126 | 加仓 |
| IONQ | IONQ INC | $7.46万 | 0.03% | 2,587 | -2,422 | -48.4% | -$6.98万 | 减仓 |
| VIV | TELEFONICA BRASIL SA | $7.46万 | 0.03% | 4,580 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $7.50万 | 0.03% | 1,410 | 51 | 3.8% | $2,714 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $7.68万 | 0.03% | 1,165 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $7.69万 | 0.03% | 4,269 | 113 | 2.7% | $2,036 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $7.72万 | 0.03% | 708 | -1,009 | -58.8% | -$11.00万 | 减仓 |
| ZTS | ZOETIS INC | $7.75万 | 0.03% | 656 | 44 | 7.2% | $5,200 | 加仓 |
| ANET | ARISTA NETWORKS INC | $7.76万 | 0.03% | 632 | 81 | 14.7% | $9,941 | 加仓 |
| TTE | TOTALENERGIES SE | $7.79万 | 0.03% | 856 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $7.84万 | 0.03% | 543 | 3 | 0.6% | $433 | 加仓 |
| SNPS | SYNOPSYS INC | $7.97万 | 0.03% | 201 | -103 | -33.9% | -$4.08万 | 减仓 |
| VDC | VANGUARD WORLD FD | $7.97万 | 0.03% | 355 | -41 | -10.4% | -$9,206 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $7.98万 | 0.03% | 996 | 58 | 6.2% | $4,645 | 加仓 |
| TXN | TEXAS INSTRS INC | $8.00万 | 0.03% | 412 | -33 | -7.4% | -$6,411 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $8.03万 | 0.03% | 1,116 | -92 | -7.6% | -$6,618 | 减仓 |
| SNDK | SANDISK CORP | $8.26万 | 0.04% | 130 | 4 | 3.2% | $2,541 | 加仓 |
| URI | UNITED RENTALS INC | $8.27万 | 0.04% | 114 | -1 | -0.9% | -$725 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $8.29万 | 0.04% | 572 | 1 | 0.2% | $145 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $8.33万 | 0.04% | 2,264 | -145 | -6.0% | -$5,333 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $8.41万 | 0.04% | 4,160 | 158 | 3.9% | $3,195 | 加仓 |
| HUBS | HUBSPOT INC | $8.47万 | 0.04% | 347 | 126 | 57.0% | $3.08万 | 加仓 |
| XYL | XYLEM INC | $8.63万 | 0.04% | 722 | -23 | -3.1% | -$2,750 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $8.66万 | 0.04% | 1,034 | 3 | 0.3% | $251 | 加仓 |
| IBB | ISHARES TR | $8.90万 | 0.04% | 527 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $8.90万 | 0.04% | 6,000 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $8.94万 | 0.04% | 1,965 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $9.02万 | 0.04% | 1,036 | 2 | 0.2% | $174 | 加仓 |
| BBY | BEST BUY INC | $9.05万 | 0.04% | 1,389 | 51 | 3.8% | $3,323 | 加仓 |
| NOK | NOKIA CORP | $9.10万 | 0.04% | 11,314 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $9.13万 | 0.04% | 260 | -27 | -9.4% | -$9,483 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $9.16万 | 0.04% | 464 | -22 | -4.5% | -$4,343 | 减仓 |
| BE | BLOOM ENERGY CORP | $9.17万 | 0.04% | 677 | -547 | -44.7% | -$7.41万 | 减仓 |
| BKH | BLACK HILLS CORP | $9.34万 | 0.04% | 1,346 | -15 | -1.1% | -$1,041 | 减仓 |
| VO | VANGUARD INDEX FDS | $9.46万 | 0.04% | 329 | 1 | 0.3% | $287 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $9.47万 | 0.04% | 242 | -272 | -52.9% | -$10.64万 | 减仓 |
| ADSK | AUTODESK INC | $9.62万 | 0.04% | 402 | 40 | 11.0% | $9,576 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $9.64万 | 0.04% | 474 | -182 | -27.7% | -$3.70万 | 减仓 |
| VMC | VULCAN MATLS CO | $9.71万 | 0.04% | 357 | 9 | 2.6% | $2,449 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $9.74万 | 0.04% | 23 | -8 | -25.8% | -$3.39万 | 减仓 |
| DHR | DANAHER CORP DEL | $10.04万 | 0.04% | 528 | -696 | -56.9% | -$13.23万 | 减仓 |
| IDXX | IDEXX LABS INC | $10.06万 | 0.04% | 179 | -71 | -28.4% | -$3.99万 | 减仓 |