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 |
|---|---|---|---|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | $11.37万 | 0.04% | 279 | 18 | 6.9% | $7,337 | 加仓 |
| TXN | TEXAS INSTRS INC | $11.46万 | 0.04% | 384 | -28 | -6.8% | -$8,355 | 减仓 |
| NOBL | PROSHARES TR | $11.52万 | 0.04% | 2,051 | 11 | 0.5% | $618 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $11.56万 | 0.04% | 2,214 | -50 | -2.2% | -$2,610 | 减仓 |
| BGRN | ISHARES TR | $11.67万 | 0.04% | 2,459 | 16 | 0.7% | $760 | 加仓 |
| GILD | GILEAD SCIENCES INC | $11.70万 | 0.04% | 926 | -37 | -3.8% | -$4,676 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $11.85万 | 0.04% | 316 | -92 | -22.5% | -$3.45万 | 减仓 |
| PAYX | PAYCHEX INC | $11.96万 | 0.04% | 1,216 | 1,014 | 502.0% | $9.97万 | 加仓 |
| BLK | BLACKROCK INC | $12.13万 | 0.04% | 126 | 13 | 11.5% | $1.25万 | 加仓 |
| CBRE | CBRE GROUP INC | $12.16万 | 0.04% | 903 | -60 | -6.2% | -$8,081 | 减仓 |
| BG | BUNGE GLOBAL SA | $12.33万 | 0.04% | 1,155 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $12.35万 | 0.04% | 1,381 | -33 | -2.3% | -$2,951 | 减仓 |
| XEL | XCEL ENERGY INC | $12.41万 | 0.05% | 1,535 | -27 | -1.7% | -$2,183 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $12.50万 | 0.05% | 420 | 353 | 526.9% | $10.50万 | 加仓 |
| PFE | PFIZER INC | $12.54万 | 0.05% | 5,206 | 4,402 | 547.5% | $10.60万 | 加仓 |
| IDXX | IDEXX LABS INC | $12.58万 | 0.05% | 239 | 60 | 33.5% | $3.16万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $12.64万 | 0.05% | 506 | 42 | 9.1% | $1.05万 | 加仓 |
| ADI | ANALOG DEVICES INC | $12.67万 | 0.05% | 319 | 170 | 114.1% | $6.75万 | 加仓 |
| LOW | LOWES COS INC | $12.71万 | 0.05% | 576 | -60 | -9.4% | -$1.32万 | 减仓 |
| URI | UNITED RENTALS INC | $12.86万 | 0.05% | 114 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $12.96万 | 0.05% | 1,017 | 3 | 0.3% | $382 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $13.22万 | 0.05% | 11,013 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $13.27万 | 0.05% | 1,386 | 4 | 0.3% | $383 | 加仓 |
| CASY | CASEYS GEN STORES INC | $13.28万 | 0.05% | 167 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $13.29万 | 0.05% | 3,589 | 61 | 1.7% | $2,258 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $13.36万 | 0.05% | 255 | 1 | 0.4% | $524 | 加仓 |
| AMT | AMERICAN TOWER CORP | $13.48万 | 0.05% | 815 | -4 | -0.5% | -$662 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $13.59万 | 0.05% | 1,092 | 127 | 13.2% | $1.58万 | 加仓 |
| IONQ | IONQ INC | $13.78万 | 0.05% | 2,587 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $13.84万 | 0.05% | 989 | -424 | -30.0% | -$5.94万 | 减仓 |
| YUM | YUM BRANDS INC | $13.88万 | 0.05% | 868 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $14.39万 | 0.05% | 5,248 | 33 | 0.6% | $905 | 加仓 |
| AVY | AVERY DENNISON CORP | $14.43万 | 0.05% | 889 | 889 | — | $14.43万 | 新建仓 |
| EQIX | EQUINIX INC | $14.59万 | 0.05% | 140 | -4 | -2.8% | -$4,170 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $14.65万 | 0.05% | 769 | 0 | 0.0% | — | 不变 |
| INSW | INTERNATIONAL SEAWAYS INC | $14.70万 | 0.05% | 1,919 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $14.82万 | 0.05% | 496 | -318 | -39.1% | -$9.50万 | 减仓 |
| ORCL | ORACLE CORP | $14.95万 | 0.05% | 1,020 | 288 | 39.3% | $4.22万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $15.01万 | 0.05% | 632 | -328 | -34.2% | -$7.79万 | 减仓 |
| NOK | NOKIA CORP | $15.03万 | 0.05% | 11,314 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $15.44万 | 0.06% | 585 | -10 | -1.7% | -$2,639 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $15.47万 | 0.06% | 4,877 | 38 | 0.8% | $1,205 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $15.55万 | 0.06% | 4,188 | -465 | -10.0% | -$1.73万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $15.56万 | 0.06% | 1,772 | 6 | 0.3% | $527 | 加仓 |
| INTU | INTUIT | $15.63万 | 0.06% | 599 | 18 | 3.1% | $4,698 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $15.78万 | 0.06% | 1,077 | 2 | 0.2% | $293 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $16.03万 | 0.06% | 251 | -315 | -55.7% | -$20.12万 | 减仓 |
| CIB | GRUPO CIBEST SA | $16.23万 | 0.06% | 2,010 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $16.29万 | 0.06% | 153 | 145 | 1,812.5% | $15.44万 | 加仓 |
| LIN | LINDE PLC | $16.42万 | 0.06% | 316 | 303 | 2,330.8% | $15.74万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $16.46万 | 0.06% | 3,169 | -121 | -3.7% | -$6,286 | 减仓 |
| AVAV | AEROVIRONMENT INC | $16.51万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $16.59万 | 0.06% | 1,538 | -67 | -4.2% | -$7,229 | 减仓 |
| CVX | CHEVRON CORPORATION | $16.82万 | 0.06% | 1,014 | 246 | 32.0% | $4.08万 | 加仓 |
| LQD | ISHARES TR | $16.94万 | 0.06% | 1,553 | -77 | -4.7% | -$8,397 | 减仓 |
| KLAC | KLA CORP | $16.97万 | 0.06% | 563 | 313 | 125.2% | $9.44万 | 加仓 |
| NOW | SERVICENOW INC | $17.12万 | 0.06% | 1,725 | -24 | -1.4% | -$2,382 | 减仓 |
| NI | NISOURCE INC | $17.90万 | 0.07% | 3,764 | -7 | -0.2% | -$333 | 减仓 |
| TJX | TJX COS INC NEW | $17.98万 | 0.07% | 1,187 | 44 | 3.8% | $6,665 | 加仓 |
| EEM | ISHARES TR | $18.66万 | 0.07% | 2,727 | 352 | 14.8% | $2.41万 | 加仓 |
| SLV | ISHARES SILVER TR | $18.77万 | 0.07% | 3,510 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $19.19万 | 0.07% | 1,623 | 901 | 124.8% | $10.65万 | 加仓 |
| T | AT&T INC | $19.38万 | 0.07% | 9,362 | -97 | -1.0% | -$2,008 | 减仓 |
| VGT | VANGUARD WORLD FD | $19.58万 | 0.07% | 1,638 | -1,242 | -43.1% | -$14.84万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $19.88万 | 0.07% | 260 | 18 | 7.4% | $1.38万 | 加仓 |
| AYI | ACUITY INC | $20.27万 | 0.07% | 538 | 321 | 147.9% | $12.09万 | 加仓 |
| BE | BLOOM ENERGY CORP | $20.49万 | 0.07% | 677 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $20.65万 | 0.08% | 2,211 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $20.83万 | 0.08% | 1,086 | 3 | 0.3% | $575 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $20.85万 | 0.08% | 8,320 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $20.97万 | 0.08% | 427 | -20 | -4.5% | -$9,822 | 减仓 |
| NFLX | NETFLIX INC. | $21.06万 | 0.08% | 2,950 | -516 | -14.9% | -$3.68万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $21.46万 | 0.08% | 4,207 | 4,207 | — | $21.46万 | 新建仓 |
| GLW | CORNING INC | $21.48万 | 0.08% | 841 | -2 | -0.2% | -$511 | 减仓 |
| ECL | ECOLAB INC | $21.80万 | 0.08% | 780 | -1 | -0.1% | -$279 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.23万 | 0.08% | 559 | -28 | -4.8% | -$1.11万 | 减仓 |
| CMI | CUMMINS INC | $22.44万 | 0.08% | 315 | -21 | -6.2% | -$1.50万 | 减仓 |
| HL | HECLA MINING COMPANY | $22.66万 | 0.08% | 14,685 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $22.77万 | 0.08% | 2,255 | 17 | 0.8% | $1,716 | 加仓 |
| DE | DEERE & CO | $22.88万 | 0.08% | 360 | 250 | 227.3% | $15.89万 | 加仓 |
| GWW | WW GRAINGER INC | $23.46万 | 0.09% | 172 | -5 | -2.8% | -$6,820 | 减仓 |
| USRT | ISHARES TR | $23.51万 | 0.09% | 3,538 | 20 | 0.6% | $1,329 | 加仓 |
| SLYG | SPDR SERIES TRUST | $23.67万 | 0.09% | 1,987 | 1,987 | — | $23.67万 | 新建仓 |
| WELL | WELLTOWER INC | $24.06万 | 0.09% | 1,060 | -11 | -1.0% | -$2,497 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $25.32万 | 0.09% | 5,653 | 0 | 0.0% | — | 不变 |
| XHLF | BONDBLOXX ETF TRUST | $25.34万 | 0.09% | 5,039 | 5,039 | — | $25.34万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $25.71万 | 0.09% | 2,833 | 1,614 | 132.4% | $14.65万 | 加仓 |
| SYK | STRYKER CORPORATION | $26.08万 | 0.09% | 826 | 27 | 3.4% | $8,526 | 加仓 |
| — | AMPLIFY ETF TR | $26.31万 | 0.10% | 3,264 | 1,237 | 61.0% | $9.97万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $26.43万 | 0.10% | 6,242 | 3,182 | 104.0% | $13.47万 | 加仓 |
| RTX | RTX CORPORATION | $26.59万 | 0.10% | 1,402 | 25 | 1.8% | $4,742 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $26.68万 | 0.10% | 3,870 | 169 | 4.6% | $1.16万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $27.18万 | 0.10% | 6,294 | -91 | -1.4% | -$3,929 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $27.18万 | 0.10% | 1,468 | -174 | -10.6% | -$3.22万 | 减仓 |
| FTNT | FORTINET INC | $28.28万 | 0.10% | 1,841 | 121 | 7.0% | $1.86万 | 加仓 |
| VFH | VANGUARD WORLD FD | $28.87万 | 0.11% | 2,194 | -740 | -25.2% | -$9.74万 | 减仓 |
| IGV | ISHARES TR | $29.27万 | 0.11% | 3,230 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $29.32万 | 0.11% | 2,441 | 2,377 | 3,714.1% | $28.55万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $29.38万 | 0.11% | 3,632 | 0 | 0.0% | — | 不变 |
| HEZU | ISHARES TR | $29.62万 | 0.11% | 5,905 | 0 | 0.0% | — | 不变 |