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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $2,406.41万 | 10.39% | 239,063 | -11,588 | -4.6% | -$116.64万 | 减仓 |
| GOVT | ISHARES TR | $864.66万 | 3.73% | 377,414 | 100,583 | 36.3% | $230.44万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $839.99万 | 3.63% | 14,057 | 137 | 1.0% | $8.19万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $758.38万 | 3.27% | 43,483 | 1,868 | 4.5% | $32.58万 | 加仓 |
| AAPL | APPLE INC | $743.93万 | 3.21% | 29,313 | -1,247 | -4.1% | -$31.65万 | 减仓 |
| NUBD | NUSHARES ETF TR | $704.13万 | 3.04% | 317,033 | 2,026 | 0.6% | $4.50万 | 加仓 |
| IEFA | ISHARES TR | $587.98万 | 2.54% | 64,948 | 3,614 | 5.9% | $32.72万 | 加仓 |
| AMZN | AMAZON COM INC | $576.59万 | 2.49% | 27,685 | -1,467 | -5.0% | -$30.55万 | 减仓 |
| AGG | ISHARES TR | $495.40万 | 2.14% | 49,904 | 13,272 | 36.2% | $131.75万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $462.36万 | 2.00% | 64,458 | -18,792 | -22.6% | -$134.80万 | 减仓 |
| GLD | SPDR GOLD TR | $408.35万 | 1.76% | 9,490 | -779 | -7.6% | -$33.52万 | 减仓 |
| CMF | ISHARES TR | $392.70万 | 1.69% | 69,064 | 3,643 | 5.6% | $20.71万 | 加仓 |
| — | TIDAL TRUST III | $343.83万 | 1.48% | 86,875 | 273 | 0.3% | $1.08万 | 加仓 |
| IVV | ISHARES TR | $326.02万 | 1.41% | 4,991 | 769 | 18.2% | $50.23万 | 加仓 |
| — | EA SERIES TRUST | $299.70万 | 1.29% | 111,747 | 2,695 | 2.5% | $7.23万 | 加仓 |
| GOOGL | ALPHABET INC | $294.94万 | 1.27% | 10,257 | 12 | 0.1% | $3,451 | 加仓 |
| ESGV | VANGUARD WORLD FD | $290.33万 | 1.25% | 25,860 | -22,163 | -46.2% | -$248.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $289.96万 | 1.25% | 6,051 | 1 | 0.0% | $479 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $277.97万 | 1.20% | 36,016 | -1,376 | -3.7% | -$10.62万 | 减仓 |
| QQQ | INVESCO QQQ TR | $277.94万 | 1.20% | 4,816 | -869 | -15.3% | -$50.15万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $277.66万 | 1.20% | 35,411 | -4,294 | -10.8% | -$33.67万 | 减仓 |
| JSTC | TIDAL TRUST I | $271.04万 | 1.17% | 139,067 | 5,252 | 3.9% | $10.24万 | 加仓 |
| GOOG | ALPHABET INC | $266.37万 | 1.15% | 9,286 | -1,808 | -16.3% | -$51.86万 | 减仓 |
| DMXF | ISHARES TR | $244.30万 | 1.05% | 32,379 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $235.98万 | 1.02% | 7,624 | 36 | 0.5% | $1.11万 | 加仓 |
| EAGG | ISHARES TR | $231.69万 | 1.00% | 48,725 | -32,189 | -39.8% | -$153.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $227.88万 | 0.98% | 7,747 | 837 | 12.1% | $24.62万 | 加仓 |
| DGRO | ISHARES TR | $225.09万 | 0.97% | 32,073 | -1,474 | -4.4% | -$10.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $224.62万 | 0.97% | 6,068 | -648 | -9.6% | -$23.99万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $203.76万 | 0.88% | 26,425 | 691 | 2.7% | $5.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $201.20万 | 0.87% | 6,272 | -47 | -0.7% | -$1.51万 | 减仓 |
| NYF | ISHARES TR | $200.22万 | 0.86% | 37,691 | -10,964 | -22.5% | -$58.24万 | 减仓 |
| LLY | ELI LILLY & CO | $198.92万 | 0.86% | 2,163 | -124 | -5.4% | -$11.40万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $196.07万 | 0.85% | 3,007 | 279 | 10.2% | $18.19万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $181.72万 | 0.78% | 7,434 | -9 | -0.1% | -$2,200 | 减仓 |
| IGRO | ISHARES TR | $172.92万 | 0.75% | 20,643 | -1,522 | -6.9% | -$12.75万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $166.55万 | 0.72% | 1,969 | -40 | -2.0% | -$3.38万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $166.50万 | 0.72% | 11,242 | 399 | 3.7% | $5.91万 | 加仓 |
| NUSC | NUSHARES ETF TR | $165.29万 | 0.71% | 36,681 | 25 | 0.1% | $1,127 | 加仓 |
| IAUM | ISHARES GOLD TR | $164.22万 | 0.71% | 35,165 | 13,394 | 61.5% | $62.55万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $157.66万 | 0.68% | 33,581 | -3,945 | -10.5% | -$18.52万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $153.01万 | 0.66% | 14,802 | -507 | -3.3% | -$5.24万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $146.40万 | 0.63% | 6,844 | 369 | 5.7% | $7.89万 | 加仓 |
| — | ISHARES TR | $145.90万 | 0.63% | 53,781 | 28,910 | 116.2% | $78.43万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $144.15万 | 0.62% | 19,194 | 7,367 | 62.3% | $55.33万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $140.46万 | 0.61% | 22,906 | 65 | 0.3% | $3,986 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $136.65万 | 0.59% | 18,063 | -24,899 | -58.0% | -$188.37万 | 减仓 |
| — | TIDAL TRUST III | $126.46万 | 0.55% | 26,150 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $124.55万 | 0.54% | 6,052 | 2,051 | 51.3% | $42.21万 | 加仓 |
| UNP | UNION PAC CORP | $122.43万 | 0.53% | 5,046 | -755 | -13.0% | -$18.32万 | 减仓 |
| NUEM | NUSHARES ETF TR | $116.89万 | 0.50% | 31,818 | 229 | 0.7% | $8,413 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $113.55万 | 0.49% | 4,685 | 3,947 | 534.8% | $95.67万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $108.53万 | 0.47% | 22,588 | 1,755 | 8.4% | $8.43万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $101.23万 | 0.44% | 1,016 | -99 | -8.9% | -$9.86万 | 减仓 |
| SBUX | STARBUCKS CORP | $100.45万 | 0.43% | 11,213 | -616 | -5.2% | -$5.52万 | 减仓 |
| META | META PLATFORMS INC | $99.56万 | 0.43% | 1,740 | 4 | 0.2% | $2,289 | 加仓 |
| PEP | PEPSICO INC | $95.78万 | 0.41% | 6,168 | -43 | -0.7% | -$6,677 | 减仓 |
| SPIB | SPDR SERIES TRUST | $94.62万 | 0.41% | 28,210 | 2,607 | 10.2% | $8.74万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $94.00万 | 0.41% | 3,108 | 14 | 0.5% | $4,234 | 加仓 |
| SUSB | ISHARES TR | $93.24万 | 0.40% | 37,199 | 8,242 | 28.5% | $20.66万 | 加仓 |
| DIS | DISNEY WALT CO | $89.51万 | 0.39% | 9,287 | -118 | -1.3% | -$1.14万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $84.99万 | 0.37% | 9,582 | 779 | 8.8% | $6.91万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $79.26万 | 0.34% | 4,944 | -56 | -1.1% | -$8,978 | 减仓 |
| IWM | ISHARES TR | $74.77万 | 0.32% | 3,015 | 6 | 0.2% | $1,488 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $70.31万 | 0.30% | 7,019 | 919 | 15.1% | $9.21万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $68.61万 | 0.30% | 5,783 | 20 | 0.3% | $2,373 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $65.99万 | 0.28% | 1,341 | -14 | -1.0% | -$6,889 | 减仓 |
| NULG | NUSHARES ETF TR | $63.83万 | 0.28% | 7,019 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $61.96万 | 0.27% | 1,453 | 1 | 0.1% | $426 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $59.66万 | 0.26% | 12,718 | 7,301 | 134.8% | $34.25万 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $59.65万 | 0.26% | 7,450 | 15 | 0.2% | $1,201 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $58.69万 | 0.25% | 22,980 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $57.32万 | 0.25% | 2,536 | 324 | 14.6% | $7.32万 | 加仓 |
| TLT | ISHARES TR | $55.76万 | 0.24% | 6,432 | 26 | 0.4% | $2,254 | 加仓 |
| REGL | PROSHARES TR | $55.74万 | 0.24% | 6,451 | 39 | 0.6% | $3,370 | 加仓 |
| MA | MASTERCARD INCORPORATED | $54.47万 | 0.24% | 1,090 | -27 | -2.4% | -$1.35万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $53.46万 | 0.23% | 4,723 | 4,447 | 1,611.2% | $50.33万 | 加仓 |
| BIL | SPDR SERIES TRUST | $52.23万 | 0.23% | 5,700 | -1,970 | -25.7% | -$18.05万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $50.30万 | 0.22% | 7,849 | 1,123 | 16.7% | $7.20万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.76万 | 0.21% | 1,439 | -1 | -0.1% | -$339 | 减仓 |
| SHY | ISHARES TR | $46.62万 | 0.20% | 5,646 | -56 | -1.0% | -$4,624 | 减仓 |
| VUG | VANGUARD INDEX FDS | $45.12万 | 0.19% | 1,033 | -33 | -3.1% | -$1.44万 | 减仓 |
| V | VISA INC | $45.11万 | 0.19% | 1,492 | -1,172 | -44.0% | -$35.43万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $45.06万 | 0.19% | 7,567 | 117 | 1.6% | $6,968 | 加仓 |
| TIP | ISHARES TR | $44.76万 | 0.19% | 4,056 | -2,039 | -33.5% | -$22.50万 | 减仓 |
| HD | HOME DEPOT INC | $44.72万 | 0.19% | 1,360 | 35 | 2.6% | $1.15万 | 加仓 |
| CSCO | CISCO SYS INC | $44.68万 | 0.19% | 5,758 | -167 | -2.8% | -$1.30万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $43.61万 | 0.19% | 15,191 | -148 | -1.0% | -$4,249 | 减仓 |
| IYW | ISHARES TR | $42.27万 | 0.18% | 2,330 | 1 | 0.0% | $181 | 加仓 |
| EFA | ISHARES TR | $41.24万 | 0.18% | 4,246 | 1,506 | 55.0% | $14.63万 | 加仓 |
| MRK | MERCK & CO INC | $37.07万 | 0.16% | 3,061 | 54 | 1.8% | $6,540 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.69万 | 0.16% | 1,706 | -148 | -8.0% | -$3.18万 | 减仓 |
| EFG | ISHARES TR | $36.66万 | 0.16% | 3,292 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $36.49万 | 0.16% | 1,067 | -194 | -15.4% | -$6.63万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $35.94万 | 0.16% | 1,816 | -40 | -2.2% | -$7,916 | 减仓 |
| VFH | VANGUARD WORLD FD | $35.45万 | 0.15% | 2,934 | -279 | -8.7% | -$3.37万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $35.36万 | 0.15% | 3,632 | -66 | -1.8% | -$6,426 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $35.22万 | 0.15% | 1,227 | 22 | 1.8% | $6,316 | 加仓 |
| BN | BROOKFIELD CORP | $34.97万 | 0.15% | 8,641 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $34.70万 | 0.15% | 1,061 | -445 | -29.5% | -$14.55万 | 减仓 |