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 |
|---|---|---|---|---|---|---|---|---|
| UNFI | UNITED NAT FOODS INC | $9,134 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $9,064 | 0.00% | 54 | 12 | 28.6% | $2,014 | 加仓 |
| KD | KYNDRYL HLDGS INC | $9,048 | 0.00% | 800 | 80 | 11.1% | $905 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $9,025 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $8,864 | 0.00% | 167 | 2 | 1.2% | $106 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $8,845 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| DAC | DANAOS CORPORATION | $8,746 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $8,624 | 0.00% | 119 | -3 | -2.5% | -$217 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $8,543 | 0.00% | 50 | 50 | — | $8,543 | 新建仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $8,396 | 0.00% | 137 | -5 | -3.5% | -$306 | 减仓 |
| HUM | HUMANA INC | $8,360 | 0.00% | 21 | 7 | 50.0% | $2,787 | 加仓 |
| TM | TOYOTA MOTOR CORP | $8,359 | 0.00% | 50 | 1 | 2.0% | $167 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $8,331 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $8,315 | 0.00% | 33 | 31 | 1,550.0% | $7,811 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $8,131 | 0.00% | 176 | 2 | 1.1% | $92 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $8,131 | 0.00% | 24 | 14 | 140.0% | $4,743 | 加仓 |
| BA | BOEING CO | $8,009 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $7,998 | 0.00% | 24 | 13 | 118.2% | $4,332 | 加仓 |
| IYJ | ISHARES TR | $7,986 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $7,917 | 0.00% | 74 | 1 | 1.4% | $107 | 加仓 |
| MTG | MGIC INVT CORP WIS | $7,760 | 0.00% | 275 | 1 | 0.4% | $28 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $7,750 | 0.00% | 80 | 32 | 66.7% | $3,100 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $7,746 | 0.00% | 56 | -13 | -18.8% | -$1,798 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $7,690 | 0.00% | 80 | 80 | — | $7,690 | 新建仓 |
| BCE | BCE INC | $7,636 | 0.00% | 350 | 349 | 34,900.0% | $7,614 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $7,551 | 0.00% | 68 | 46 | 209.1% | $5,108 | 加仓 |
| MOD | MODINE MFG CO | $7,546 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $7,501 | 0.00% | 20 | 7 | 53.8% | $2,625 | 加仓 |
| W | WAYFAIR INC | $7,394 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $7,284 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $7,252 | 0.00% | 63 | 41 | 186.4% | $4,720 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $7,239 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $7,223 | 0.00% | 59 | 29 | 96.7% | $3,550 | 加仓 |
| PWR | QUANTA SVCS INC | $7,201 | 0.00% | 10 | -5 | -33.3% | -$3,600 | 减仓 |
| NVO | NOVO-NORDISK A S | $7,198 | 0.00% | 150 | 3 | 2.0% | $144 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $7,081 | 0.00% | 34 | -2 | -5.6% | -$417 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $7,077 | 0.00% | 64 | 3 | 4.9% | $332 | 加仓 |
| — | COHEN & STEERS TOTAL RETURN | $6,966 | 0.00% | 615 | 12 | 2.0% | $136 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $6,845 | 0.00% | 34 | 16 | 88.9% | $3,221 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $6,805 | 0.00% | 49 | 14 | 40.0% | $1,944 | 加仓 |
| LEN | LENNAR CORP | $6,787 | 0.00% | 75 | 34 | 82.9% | $3,077 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $6,660 | 0.00% | 5 | 1 | 25.0% | $1,332 | 加仓 |
| FLRN | SPDR SERIES TRUST | $6,604 | 0.00% | 214 | 2 | 0.9% | $62 | 加仓 |
| PODD | INSULET CORP | $6,547 | 0.00% | 43 | 43 | — | $6,547 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $6,519 | 0.00% | 511 | 2 | 0.4% | $26 | 加仓 |
| RL | RALPH LAUREN CORP | $6,471 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $6,382 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $6,345 | 0.00% | 23 | 18 | 360.0% | $4,966 | 加仓 |
| FLNC | FLUENCE ENERGY INC | $6,282 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $6,279 | 0.00% | 66 | -2 | -2.9% | -$190 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $6,279 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $6,249 | 0.00% | 81 | 50 | 161.3% | $3,857 | 加仓 |
| KVUE | KENVUE INC | $6,222 | 0.00% | 326 | 162 | 98.8% | $3,092 | 加仓 |
| VB | VANGUARD INDEX FDS | $6,185 | 0.00% | 20 | -24 | -54.5% | -$7,422 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $6,119 | 0.00% | 52 | 21 | 67.7% | $2,471 | 加仓 |
| LI | LI AUTO INC | $6,093 | 0.00% | 519 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $6,089 | 0.00% | 33 | -48 | -59.3% | -$8,857 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $6,084 | 0.00% | 80 | 26 | 48.1% | $1,977 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $5,985 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $5,955 | 0.00% | 249 | 3 | 1.2% | $72 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5,939 | 0.00% | 131 | -166 | -55.9% | -$7,526 | 减仓 |
| SITM | SITIME CORP | $5,866 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $5,829 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $5,819 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $5,809 | 0.00% | 79 | -30 | -27.5% | -$2,206 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $5,739 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $5,672 | 0.00% | 20 | 20 | — | $5,672 | 新建仓 |
| AN | AUTONATION INC | $5,574 | 0.00% | 30 | 30 | — | $5,574 | 新建仓 |
| CE | CELANESE CORP DEL | $5,566 | 0.00% | 121 | 121 | — | $5,566 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $5,479 | 0.00% | 51 | -5 | -8.9% | -$537 | 减仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $5,467 | 0.00% | 318 | 2 | 0.6% | $34 | 加仓 |
| SNOW | SNOWFLAKE INC | $5,345 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $5,309 | 0.00% | 195 | 7 | 3.7% | $191 | 加仓 |
| SNA | SNAP ON INC | $5,282 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $5,101 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $5,096 | 0.00% | 42 | 42 | — | $5,096 | 新建仓 |
| GRMN | GARMIN LTD | $5,016 | 0.00% | 21 | -25 | -54.3% | -$5,971 | 减仓 |
| MKC | MCCORMICK & CO INC | $4,999 | 0.00% | 99 | 29 | 41.4% | $1,464 | 加仓 |
| PPG | PPG INDS INC | $4,973 | 0.00% | 41 | -23 | -35.9% | -$2,790 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $4,894 | 0.00% | 21 | 1 | 5.0% | $233 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $4,859 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $4,835 | 0.00% | 34 | 34 | — | $4,835 | 新建仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $4,741 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $4,732 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $4,725 | 0.00% | 113 | -151 | -57.2% | -$6,314 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $4,670 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $4,621 | 0.00% | 40 | 40 | — | $4,621 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $4,536 | 0.00% | 62 | -7 | -10.1% | -$512 | 减仓 |
| FOX | FOX CORP | $4,524 | 0.00% | 97 | -30 | -23.6% | -$1,399 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $4,519 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $4,465 | 0.00% | 71 | -25 | -26.0% | -$1,572 | 减仓 |
| XRT | SPDR SERIES TRUST | $4,410 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $4,410 | 0.00% | 145 | -2 | -1.4% | -$61 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $4,387 | 0.00% | 15 | -1 | -6.2% | -$292 | 减仓 |
| CRBN | ISHARES TR | $4,343 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $4,317 | 0.00% | 50 | 50 | — | $4,317 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $4,283 | 0.00% | 46 | -1 | -2.1% | -$93 | 减仓 |
| EL | LAUDER ESTEE COS INC | $4,248 | 0.00% | 54 | -61 | -53.0% | -$4,799 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $4,207 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $4,175 | 0.00% | 50 | 0 | 0.0% | — | 不变 |