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 |
|---|---|---|---|---|---|---|---|---|
| MTB | M & T BK CORP | $4,129 | 0.00% | 17 | -2 | -10.5% | -$486 | 减仓 |
| PHIN | PHINIA INC | $4,119 | 0.00% | 50 | 50 | — | $4,119 | 新建仓 |
| MYRG | MYR GROUP INC | $4,118 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $3,986 | 0.00% | 616 | 0 | 0.0% | — | 不变 |
| HYLB | DBX ETF TR | $3,981 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| CORP | PIMCO ETF TR | $3,973 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $3,971 | 0.00% | 11 | 1 | 10.0% | $361 | 加仓 |
| ANGL | VANECK ETF TRUST | $3,947 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $3,782 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $3,776 | 0.00% | 25 | -15 | -37.5% | -$2,266 | 减仓 |
| WRB | BERKLEY W R CORP | $3,727 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $3,656 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $3,654 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $3,643 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $3,640 | 0.00% | 40 | -276 | -87.3% | -$2.51万 | 重新持有 |
| UHAL/B | U HAUL HOLDING COMPANY | $3,635 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| BETR | BETTER HOME & FINANCE HOLDIN | $3,603 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $3,583 | 0.00% | 110 | 110 | — | $3,583 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $3,562 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $3,497 | 0.00% | 15 | 13 | 650.0% | $3,031 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $3,350 | 0.00% | 42 | 30 | 250.0% | $2,393 | 加仓 |
| HRL | HORMEL FOODS CORP | $3,311 | 0.00% | 133 | -254 | -65.6% | -$6,323 | 减仓 |
| O | REALTY INCOME CORP | $3,298 | 0.00% | 53 | 6 | 12.8% | $373 | 加仓 |
| EVR | EVERCORE INC | $3,275 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $3,275 | 0.00% | 70 | 70 | — | $3,275 | 新建仓 |
| EOG | EOG RES INC | $3,173 | 0.00% | 24 | -25 | -51.0% | -$3,305 | 减仓 |
| TRMB | TRIMBLE INC | $3,122 | 0.00% | 61 | -35 | -36.5% | -$1,791 | 减仓 |
| CSGP | COSTAR GROUP INC | $3,115 | 0.00% | 110 | -76 | -40.9% | -$2,152 | 减仓 |
| MTRN | MATERION CORP | $3,102 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $3,076 | 0.00% | 125 | 125 | — | $3,076 | 新建仓 |
| LW | LAMB WESTON HLDGS INC | $3,075 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $3,057 | 0.00% | 282 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $3,055 | 0.00% | 36 | -365 | -91.0% | -$3.10万 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $3,029 | 0.00% | 27 | 27 | — | $3,029 | 新建仓 |
| HAS | HASBRO INC | $3,008 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $2,960 | 0.00% | 10 | 10 | — | $2,960 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $2,914 | 0.00% | 71 | 71 | — | $2,914 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,900 | 0.00% | 3 | -70 | -95.9% | -$6.77万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $2,887 | 0.00% | 15 | 15 | — | $2,887 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $2,824 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAP HLDGS INC DEL | $2,804 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $2,763 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2,709 | 0.00% | 9 | 2 | 28.6% | $602 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $2,613 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $2,611 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,555 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC | $2,534 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $2,500 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $2,424 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $2,404 | 0.00% | 21 | -2 | -8.7% | -$229 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $2,334 | 0.00% | 14 | 6 | 75.0% | $1,000 | 加仓 |
| ENSG | ENSIGN GROUP INC | $2,287 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $2,262 | 0.00% | 18 | -36 | -66.7% | -$4,524 | 减仓 |
| GPN | GLOBAL PMTS INC | $2,249 | 0.00% | 31 | 31 | — | $2,249 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $2,174 | 0.00% | 20 | 20 | — | $2,174 | 新建仓 |
| KRG | KITE REALTY GROUP TRUST | $2,170 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $2,148 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $2,126 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $2,092 | 0.00% | 211 | 140 | 197.2% | $1,388 | 加仓 |
| STIP | ISHARES TR | $2,070 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $1,980 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $1,957 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,920 | 0.00% | 30 | -59 | -66.3% | -$3,776 | 减仓 |
| RAL | RALLIANT CORP | $1,916 | 0.00% | 26 | -124 | -82.7% | -$9,138 | 减仓 |
| INVH | INVITATION HOMES INC | $1,861 | 0.00% | 61 | 61 | — | $1,861 | 新建仓 |
| CASH | PATHWARD FINANCIAL INC | $1,845 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $1,838 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DAN | DANA INC | $1,813 | 0.00% | 67 | 1 | 1.5% | $27 | 加仓 |
| NU | NU HLDGS LTD | $1,788 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $1,775 | 0.00% | 10 | 10 | — | $1,775 | 新建仓 |
| KEX | KIRBY CORP | $1,699 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1,696 | 0.00% | 6 | -10 | -62.5% | -$2,827 | 减仓 |
| MSCI | MSCI INC | $1,680 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $1,673 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP | $1,666 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $1,663 | 0.00% | 36 | -14 | -28.0% | -$647 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $1,653 | 0.00% | 20 | 20 | — | $1,653 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $1,633 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NMIH | NMI HLDGS INC | $1,592 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $1,592 | 0.00% | 5 | 5 | — | $1,592 | 新建仓 |
| HYG | ISHARES TR | $1,588 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $1,535 | 0.00% | 25 | -3 | -10.7% | -$184 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $1,521 | 0.00% | 15 | 15 | — | $1,521 | 新建仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $1,505 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $1,481 | 0.00% | 28 | -13 | -31.7% | -$688 | 减仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $1,413 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP | $1,352 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $1,332 | 0.00% | 51 | 51 | — | $1,332 | 新建仓 |
| OII | OCEANEERING INTL INC | $1,330 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,313 | 0.00% | 3 | 3 | — | $1,313 | 新建仓 |
| KAI | KADANT INC | $1,254 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $1,195 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ICUI | ICU MED INC | $1,170 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $1,153 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $1,124 | 0.00% | 17 | -14 | -45.2% | -$926 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $1,118 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GLIBK | LIBERTY CAP CORP | $1,078 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $1,051 | 0.00% | 28 | 1 | 3.7% | $38 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $1,026 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $1,022 | 0.00% | 34 | -4 | -10.5% | -$120 | 减仓 |