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 |
|---|---|---|---|---|---|---|---|---|
| ZS | ZSCALER INC | $10.09万 | 0.04% | 719 | -845 | -54.0% | -$11.85万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $10.22万 | 0.04% | 769 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $10.25万 | 0.04% | 2,091 | 232 | 12.5% | $1.14万 | 加仓 |
| UNM | UNUM GROUP | $10.33万 | 0.04% | 1,414 | 39 | 2.8% | $2,849 | 加仓 |
| IYH | ISHARES TR | $10.65万 | 0.05% | 1,727 | -618 | -26.4% | -$3.81万 | 减仓 |
| ADBE | ADOBE INC | $10.77万 | 0.05% | 443 | -5 | -1.1% | -$1,215 | 减仓 |
| ORCL | ORACLE CORP | $10.77万 | 0.05% | 732 | -44 | -5.7% | -$6,472 | 减仓 |
| NOBL | PROSHARES TR | $10.81万 | 0.05% | 1,020 | -558 | -35.4% | -$5.92万 | 减仓 |
| BLK | BLACKROCK INC | $10.89万 | 0.05% | 113 | -62 | -35.4% | -$5.97万 | 减仓 |
| SPGI | S&P GLOBAL INC | $11.11万 | 0.05% | 261 | -134 | -33.9% | -$5.71万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $11.33万 | 0.05% | 1,948 | 369 | 23.4% | $2.15万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $11.33万 | 0.05% | 408 | 31 | 8.2% | $8,607 | 加仓 |
| GLW | CORNING INC | $11.46万 | 0.05% | 843 | -73 | -8.0% | -$9,925 | 减仓 |
| BGRN | ISHARES TR | $11.60万 | 0.05% | 2,443 | -5,694 | -70.0% | -$27.03万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $11.74万 | 0.05% | 401 | -34 | -7.8% | -$9,955 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $11.80万 | 0.05% | 254 | 1 | 0.4% | $465 | 加仓 |
| ABBV | ABBVIE INC | $11.82万 | 0.05% | 543 | -934 | -63.2% | -$20.33万 | 减仓 |
| IYF | ISHARES TR | $11.93万 | 0.05% | 1,014 | 5 | 0.5% | $588 | 加仓 |
| CASY | CASEYS GEN STORES INC | $12.17万 | 0.05% | 167 | 10 | 6.4% | $7,285 | 加仓 |
| R | RYDER SYS INC | $12.19万 | 0.05% | 595 | 19 | 3.3% | $3,892 | 加仓 |
| XEL | XCEL ENERGY INC | $12.49万 | 0.05% | 1,562 | -12 | -0.8% | -$960 | 减仓 |
| ABT | ABBOTT LABORATORIES | $12.52万 | 0.05% | 1,219 | -629 | -34.0% | -$6.46万 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $12.60万 | 0.05% | 11,013 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $13.00万 | 0.06% | 3,528 | 1,179 | 50.2% | $4.34万 | 加仓 |
| CBRE | CBRE GROUP INC | $13.04万 | 0.06% | 963 | -54 | -5.3% | -$7,315 | 减仓 |
| SO | SOUTHERN CO | $13.34万 | 0.06% | 1,382 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $13.39万 | 0.06% | 2,027 | 2,027 | — | $13.39万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $13.42万 | 0.06% | 963 | -477 | -33.1% | -$6.65万 | 减仓 |
| RRC | RANGE RES CORP | $13.44万 | 0.06% | 2,975 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $13.49万 | 0.06% | 2,375 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $13.50万 | 0.06% | 868 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $13.59万 | 0.06% | 666 | 16 | 2.5% | $3,264 | 加仓 |
| CRM | SALESFORCE INC | $13.60万 | 0.06% | 729 | -171 | -19.0% | -$3.19万 | 减仓 |
| GEV | GE VERNOVA INC | $13.72万 | 0.06% | 157 | 105 | 201.9% | $9.17万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $13.99万 | 0.06% | 1,919 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $14.05万 | 0.06% | 1,720 | -1,157 | -40.2% | -$9.45万 | 减仓 |
| EQIX | EQUINIX INC | $14.12万 | 0.06% | 144 | 110 | 323.5% | $10.78万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $14.12万 | 0.06% | 1,075 | 4 | 0.4% | $526 | 加仓 |
| AMT | AMERICAN TOWER CORP | $14.14万 | 0.06% | 819 | -30 | -3.5% | -$5,179 | 减仓 |
| HDV | ISHARES TR | $14.15万 | 0.06% | 1,043 | 7 | 0.7% | $950 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $14.31万 | 0.06% | 6,895 | 7 | 0.1% | $145 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $14.32万 | 0.06% | 699 | -672 | -49.0% | -$13.77万 | 减仓 |
| TSLA | TESLA INC | $14.63万 | 0.06% | 393 | -2 | -0.5% | -$744 | 减仓 |
| BG | BUNGE GLOBAL SA | $14.69万 | 0.06% | 1,155 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $14.85万 | 0.06% | 4,839 | 40 | 0.8% | $1,227 | 加仓 |
| CIB | GRUPO CIBEST SA | $14.88万 | 0.06% | 2,010 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $15.04万 | 0.06% | 636 | 7 | 1.1% | $1,655 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $15.23万 | 0.07% | 1,891 | 19 | 1.0% | $1,531 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $15.31万 | 0.07% | 566 | 315 | 125.5% | $8.52万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $15.31万 | 0.07% | 1,891 | 129 | 7.3% | $1.04万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $15.36万 | 0.07% | 3,060 | 1,422 | 86.8% | $7.14万 | 加仓 |
| KO | COCA COLA CO | $15.38万 | 0.07% | 2,008 | 53 | 2.7% | $4,058 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $15.67万 | 0.07% | 1,605 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $15.88万 | 0.07% | 768 | 222 | 40.7% | $4.59万 | 加仓 |
| C | CITIGROUP INC | $16.03万 | 0.07% | 1,413 | 25 | 1.8% | $2,836 | 加仓 |
| NEE | NEXTERA ENERGY INC | $16.41万 | 0.07% | 1,766 | 1 | 0.1% | $93 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $16.90万 | 0.07% | 3,290 | 61 | 1.9% | $3,134 | 加仓 |
| VBK | VANGUARD INDEX FDS | $17.44万 | 0.08% | 577 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $17.60万 | 0.08% | 3,771 | 24 | 0.6% | $1,120 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $17.72万 | 0.08% | 1,083 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $17.77万 | 0.08% | 1,630 | 92 | 6.0% | $1.00万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $18.02万 | 0.08% | 8,320 | -215 | -2.5% | -$4,657 | 减仓 |
| CMI | CUMMINS INC | $18.06万 | 0.08% | 336 | 11 | 3.4% | $5,913 | 加仓 |
| INTC | INTEL CORP | $18.12万 | 0.08% | 4,105 | -955 | -18.9% | -$4.21万 | 减仓 |
| TJX | TJX COS INC NEW | $18.25万 | 0.08% | 1,143 | -1,416 | -55.3% | -$22.61万 | 减仓 |
| NOW | SERVICENOW INC | $18.28万 | 0.08% | 1,749 | -794 | -31.2% | -$8.30万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $18.30万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $18.40万 | 0.08% | 544 | -97 | -15.1% | -$3.28万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $18.53万 | 0.08% | 4,653 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $18.63万 | 0.08% | 447 | 25 | 5.9% | $1.04万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $19.13万 | 0.08% | 965 | -153 | -13.7% | -$3.03万 | 减仓 |
| GWW | WW GRAINGER INC | $19.35万 | 0.08% | 177 | 5 | 2.9% | $5,465 | 加仓 |
| CAH | CARDINAL HEALTH INC | $20.28万 | 0.09% | 960 | 197 | 25.8% | $4.16万 | 加仓 |
| USRT | ISHARES TR | $20.82万 | 0.09% | 3,518 | 12 | 0.3% | $710 | 加仓 |
| ECL | ECOLAB INC | $20.84万 | 0.09% | 781 | -708 | -47.5% | -$18.89万 | 减仓 |
| WELL | WELLTOWER INC | $21.17万 | 0.09% | 1,071 | 19 | 1.8% | $3,756 | 加仓 |
| VHT | VANGUARD WORLD FD | $22.16万 | 0.10% | 814 | -148 | -15.4% | -$4.03万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $22.36万 | 0.10% | 2,238 | 12 | 0.5% | $1,199 | 加仓 |
| SLV | ISHARES SILVER TR | $23.92万 | 0.10% | 3,510 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $23.93万 | 0.10% | 2,211 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $25.10万 | 0.11% | 581 | 3 | 0.5% | $1,296 | 加仓 |
| VGT | VANGUARD WORLD FD | $25.13万 | 0.11% | 360 | -4 | -1.1% | -$2,792 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $25.46万 | 0.11% | 3,701 | 0 | 0.0% | — | 不变 |
| HEZU | ISHARES TR | $25.81万 | 0.11% | 5,905 | -1,726 | -22.6% | -$7.54万 | 减仓 |
| IGV | ISHARES TR | $25.85万 | 0.11% | 3,230 | -800 | -19.9% | -$6.40万 | 减仓 |
| SYK | STRYKER CORPORATION | $26.33万 | 0.11% | 799 | 49 | 6.5% | $1.61万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $26.56万 | 0.11% | 1,642 | -546 | -25.0% | -$8.83万 | 减仓 |
| RTX | RTX CORPORATION | $26.56万 | 0.11% | 1,377 | -29 | -2.1% | -$5,593 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $26.92万 | 0.12% | 4,981 | 173 | 3.6% | $9,351 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $27.06万 | 0.12% | 587 | -4 | -0.7% | -$1,844 | 减仓 |
| HL | HECLA MINING COMPANY | $27.36万 | 0.12% | 14,685 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $27.42万 | 0.12% | 9,459 | 8,760 | 1,253.2% | $25.39万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $28.88万 | 0.12% | 6,385 | 11 | 0.2% | $498 | 加仓 |
| TPC | TUTOR PERINI CORP | $29.59万 | 0.13% | 3,834 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $30.16万 | 0.13% | 843 | -2 | -0.2% | -$716 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $30.88万 | 0.13% | 5,653 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $30.92万 | 0.13% | 10,199 | -376 | -3.6% | -$1.14万 | 减仓 |
| PLD | PROLOGIS INC. | $31.75万 | 0.14% | 2,402 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $33.33万 | 0.14% | 3,466 | -234 | -6.3% | -$2.25万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $33.95万 | 0.15% | 6,805 | 38 | 0.6% | $1,896 | 加仓 |