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 |
|---|---|---|---|---|---|---|---|---|
| FAST | FASTENAL CO | $4.83万 | 0.02% | 1,005 | 282 | 39.0% | $1.35万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $4.86万 | 0.02% | 1,984 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $4.86万 | 0.02% | 228 | 146 | 178.0% | $3.11万 | 加仓 |
| MCD | MCDONALDS CORP | $4.86万 | 0.02% | 180 | 105 | 140.0% | $2.84万 | 加仓 |
| DOLE | DOLE PLC | $4.92万 | 0.02% | 3,560 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $4.96万 | 0.02% | 1,862 | 687 | 58.5% | $1.83万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $5.00万 | 0.02% | 274 | 39 | 16.6% | $7,118 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $5.02万 | 0.02% | 1,376 | 16 | 1.2% | $584 | 加仓 |
| BP | BP PLC | $5.03万 | 0.02% | 1,360 | 18 | 1.3% | $665 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $5.03万 | 0.02% | 874 | 533 | 156.3% | $3.07万 | 加仓 |
| NIO | NIO INC | $5.04万 | 0.02% | 9,952 | -1,728 | -14.8% | -$8,744 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $5.06万 | 0.02% | 153 | 93 | 155.0% | $3.07万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $5.07万 | 0.02% | 122 | 16 | 15.1% | $6,649 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $5.09万 | 0.02% | 207 | -4 | -1.9% | -$984 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $5.10万 | 0.02% | 1,024 | 10 | 1.0% | $498 | 加仓 |
| SHY | ISHARES TR | $5.21万 | 0.02% | 634 | -5,012 | -88.8% | -$41.18万 | 减仓 |
| LAZ | LAZARD INC | $5.38万 | 0.02% | 1,282 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $5.38万 | 0.02% | 228 | 6 | 2.7% | $1,416 | 加仓 |
| TGT | TARGET CORP | $5.55万 | 0.02% | 425 | 397 | 1,417.9% | $5.19万 | 加仓 |
| TSLA | TESLA INC | $5.57万 | 0.02% | 132 | -261 | -66.4% | -$11.01万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $5.58万 | 0.02% | 605 | -37 | -5.8% | -$3,414 | 减仓 |
| WAB | WABTEC | $5.59万 | 0.02% | 207 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $5.69万 | 0.02% | 215 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $5.76万 | 0.02% | 251 | 223 | 796.4% | $5.12万 | 加仓 |
| ASML | ASML HLDG NV | $5.80万 | 0.02% | 29 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $5.87万 | 0.02% | 441 | 1 | 0.2% | $133 | 加仓 |
| MELI | MERCADOLIBRE INC | $6.01万 | 0.02% | 35 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $6.12万 | 0.02% | 272 | -83 | -23.4% | -$1.87万 | 减仓 |
| DNOW | DNOW INC | $6.13万 | 0.02% | 4,728 | -236 | -4.8% | -$3,061 | 减仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $6.15万 | 0.02% | 2,290 | 50 | 2.2% | $1,343 | 加仓 |
| AIR | AAR CORP | $6.22万 | 0.02% | 435 | 0 | 0.0% | — | 不变 |
| VIV | TELEFONICA BRASIL SA | $6.25万 | 0.02% | 4,580 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $6.27万 | 0.02% | 683 | 465 | 213.3% | $4.27万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $6.29万 | 0.02% | 5,523 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $6.36万 | 0.02% | 769 | 163 | 26.9% | $1.35万 | 加仓 |
| HRI | HERC HLDGS INC | $6.38万 | 0.02% | 445 | 445 | — | $6.38万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $6.39万 | 0.02% | 1,214 | -677 | -35.8% | -$3.56万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $6.50万 | 0.02% | 1,145 | 941 | 461.3% | $5.34万 | 加仓 |
| VPU | VANGUARD WORLD FD | $6.53万 | 0.02% | 334 | -37 | -10.0% | -$7,237 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $6.53万 | 0.02% | 367 | -208 | -36.2% | -$3.70万 | 减仓 |
| GVI | ISHARES TR | $6.59万 | 0.02% | 621 | 621 | — | $6.59万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $6.64万 | 0.02% | 1,176 | 26 | 2.3% | $1,468 | 加仓 |
| TTE | TOTALENERGIES SE | $6.66万 | 0.02% | 856 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $6.70万 | 0.02% | 410 | 0 | 0.0% | — | 不变 |
| AMN | AMN HEALTHCARE SVCS INC | $6.83万 | 0.02% | 2,109 | 2,109 | — | $6.83万 | 新建仓 |
| GEV | GE VERNOVA INC | $6.83万 | 0.02% | 58 | -99 | -63.1% | -$11.66万 | 减仓 |
| VECO | VEECO INSTRS INC DEL | $6.85万 | 0.02% | 904 | 904 | — | $6.85万 | 新建仓 |
| FLR | FLUOR CORP | $6.86万 | 0.02% | 1,310 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $7.09万 | 0.03% | 925 | -111 | -10.7% | -$8,507 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $7.12万 | 0.03% | 6,373 | -141 | -2.2% | -$1,576 | 减仓 |
| PG | PROCTER & GAMBLE CO | $7.13万 | 0.03% | 486 | -57 | -10.5% | -$8,358 | 减仓 |
| AMP | AMERIPRISE FINL INC | $7.13万 | 0.03% | 155 | -5 | -3.1% | -$2,299 | 减仓 |
| USMV | ISHARES TR | $7.19万 | 0.03% | 746 | 2 | 0.3% | $193 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $7.26万 | 0.03% | 1,037 | 3 | 0.3% | $210 | 加仓 |
| ADSK | AUTODESK INC | $7.47万 | 0.03% | 384 | -18 | -4.5% | -$3,500 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $7.65万 | 0.03% | 763 | 703 | 1,171.7% | $7.05万 | 重新持有 |
| CVS | CVS HEALTH CORP | $7.66万 | 0.03% | 740 | 505 | 214.9% | $5.23万 | 加仓 |
| QUAL | ISHARES TR | $7.72万 | 0.03% | 352 | 352 | — | $7.72万 | 新建仓 |
| DHR | DANAHER CORP DEL | $7.88万 | 0.03% | 413 | -115 | -21.8% | -$2.19万 | 减仓 |
| EMR | EMERSON ELEC CO | $7.89万 | 0.03% | 551 | 361 | 190.0% | $5.17万 | 加仓 |
| DUOL | DUOLINGO INC | $8.05万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $8.12万 | 0.03% | 4,380 | 111 | 2.6% | $2,057 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $8.12万 | 0.03% | 6,000 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $8.32万 | 0.03% | 912 | 912 | — | $8.32万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $8.32万 | 0.03% | 709 | 1 | 0.1% | $117 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $8.35万 | 0.03% | 1,165 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $8.36万 | 0.03% | 532 | -197 | -27.0% | -$3.09万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $8.49万 | 0.03% | 615 | 552 | 876.2% | $7.62万 | 重新持有 |
| PGR | PROGRESSIVE CORP | $8.50万 | 0.03% | 389 | 143 | 58.1% | $3.12万 | 加仓 |
| SNPS | SYNOPSYS INC | $8.52万 | 0.03% | 191 | -10 | -5.0% | -$4,461 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $8.53万 | 0.03% | 879 | 873 | 14,550.0% | $8.47万 | 加仓 |
| VLUE | ISHARES TR | $8.54万 | 0.03% | 427 | 247 | 137.2% | $4.94万 | 加仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $8.60万 | 0.03% | 2,204 | 9 | 0.4% | $351 | 加仓 |
| — | ELECTRONIC ARTS INC | $8.60万 | 0.03% | 419 | -247 | -37.1% | -$5.07万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $8.72万 | 0.03% | 964 | -32 | -3.2% | -$2,895 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $9.14万 | 0.03% | 261 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $9.21万 | 0.03% | 214 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $9.49万 | 0.03% | 228 | 69 | 43.4% | $2.87万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $9.50万 | 0.03% | 558 | -14 | -2.4% | -$2,383 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $9.55万 | 0.03% | 3,904 | -256 | -6.2% | -$6,261 | 减仓 |
| ADBE | ADOBE INC | $9.61万 | 0.03% | 469 | 26 | 5.9% | $5,330 | 加仓 |
| — | EXXON MOBIL CORP | $9.67万 | 0.04% | 707 | 460 | 186.2% | $6.29万 | 加仓 |
| MS | MORGAN STANLEY | $9.78万 | 0.04% | 468 | 47 | 11.2% | $9,820 | 加仓 |
| NULV | NUSHARES ETF TR | $9.82万 | 0.04% | 1,965 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $10.00万 | 0.04% | 589 | -43 | -6.8% | -$7,302 | 减仓 |
| BKH | BLACK HILLS CORP | $10.01万 | 0.04% | 1,346 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $10.03万 | 0.04% | 527 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $10.10万 | 0.04% | 547 | 2 | 0.4% | $369 | 加仓 |
| EXC | EXELON CORP | $10.13万 | 0.04% | 2,172 | 81 | 3.9% | $3,776 | 加仓 |
| BBY | BEST BUY INC | $10.15万 | 0.04% | 1,321 | -68 | -4.9% | -$5,226 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $10.20万 | 0.04% | 1,257 | -634 | -33.5% | -$5.15万 | 减仓 |
| NTAP | NETAPP INC | $10.43万 | 0.04% | 674 | -24 | -3.4% | -$3,712 | 减仓 |
| ZTS | ZOETIS INC | $10.51万 | 0.04% | 1,463 | 807 | 123.0% | $5.80万 | 加仓 |
| VO | VANGUARD INDEX FDS | $10.65万 | 0.04% | 1,321 | 5 | 0.4% | $403 | 加仓 |
| VMC | VULCAN MATLS CO | $10.83万 | 0.04% | 367 | 10 | 2.8% | $2,951 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $10.91万 | 0.04% | 1,871 | -77 | -4.0% | -$4,492 | 减仓 |
| RRC | RANGE RES CORP | $11.07万 | 0.04% | 2,975 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $11.09万 | 0.04% | 2,126 | 1,061 | 99.6% | $5.53万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $11.30万 | 0.04% | 292 | -109 | -27.2% | -$4.22万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $11.35万 | 0.04% | 6,900 | 5 | 0.1% | $82 | 加仓 |