Westfuller Advisors, LLC
- SEC CIK
- 0002024115
- 最新申報
- 2026/7/29
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/25 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 98
- 較 2024 年第 4 季 +7
- 總值
- $1.50 億
- 較 2024 年第 4 季 −$761.9 萬 (−4.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 174,758 | $1,759 萬 | 11.7% | +20,995+13.7% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 99,434 | $974.0 萬 | 6.5% | +77,854+360.8% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 172,551 | $819.3 萬 | 5.5% | +132,378+329.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 15,279 | $785.2 萬 | 5.2% | +407+2.7% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 127,075 | $749.5 萬 | 5.0% | +68,437+116.7% | 加碼 | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 304,856 | $676.3 萬 | 4.5% | +2,919+1.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 58,694 | $444.0 萬 | 3.0% | −39,835−40.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 19,810 | $440.0 萬 | 2.9% | +579+3.0% | 加碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 64,453 | $362.7 萬 | 2.4% | −70.0% | 減碼 | – |
| Impact Shs FDS I Tr45259A100 | YWCA WOMENS ETF | 86,138 | $329.8 萬 | 2.2% | +227+0.3% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 41,568 | $318.3 萬 | 2.1% | +2,084+5.3% | 加碼 | – |
| Investment Managers Ser Tr I46144X107 | AXS CHANGE FINAN | 83,583 | $307.8 萬 | 2.1% | +368+0.4% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 38,727 | $303.2 萬 | 2.0% | +170.0% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 120,373 | $276.7 萬 | 1.8% | +7,276+6.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 24,771 | $268.5 萬 | 1.8% | +1,238+5.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 8,899 | $256.4 萬 | 1.7% | +86+1.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,333 | $250.4 萬 | 1.7% | +209+4.1% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 45,964 | $212.9 萬 | 1.4% | +7,233+18.7% | 加碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 30,845 | $207.7 萬 | 1.4% | 00.0% | 不變 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 33,151 | $204.8 萬 | 1.4% | −2,252−6.4% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,250 | $190.4 萬 | 1.3% | −80,479−80.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,219 | $170.9 萬 | 1.1% | +40+0.6% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 44,207 | $169.8 萬 | 1.1% | +44,207 | 新進 | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 22,814 | $165.3 萬 | 1.1% | −733−3.1% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 28,949 | $163.5 萬 | 1.1% | +80+0.3% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,610 | $162.6 萬 | 1.1% | −517−3.9% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 24,970 | $155.1 萬 | 1.0% | +75+0.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,669 | $150.0 萬 | 1.0% | −13,425−83.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 14,836 | $135.8 萬 | 0.9% | +194+1.3% | 加碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 35,048 | $134.4 萬 | 0.9% | +1,160+3.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,477 | $130.5 萬 | 0.9% | +444+14.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,297 | $128.9 萬 | 0.9% | +38+1.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,460 | $109.4 萬 | 0.7% | +21+0.5% | 加碼 | 歷史 |
| Tidal Trust I886364876 | ADASINA SOCIAL | 58,642 | $106.1 萬 | 0.7% | 00.0% | 不變 | – |
| Tidal Trust III45259A209 | NAACP MINO ETF | 26,150 | $104.2 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 20,109 | $98.2 萬 | 0.7% | −649−3.1% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 29,159 | $96.9 萬 | 0.6% | +1,074+3.8% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,755 | $96.7 萬 | 0.6% | +8,755 | 新進 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,564 | $95.8 萬 | 0.6% | +381+7.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 4,921 | $93.6 萬 | 0.6% | +1,129+29.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,760 | $89.1 萬 | 0.6% | +56+1.0% | 加碼 | 歷史 |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 29,593 | $86.6 萬 | 0.6% | +2,561+9.5% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 9,313 | $84.3 萬 | 0.6% | +798+9.4% | 加碼 | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 25,815 | $80.5 萬 | 0.5% | +2,728+11.8% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,807 | $77.7 萬 | 0.5% | +40+0.3% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 6,909 | $76.8 萬 | 0.5% | −239−3.3% | 減碼 | – |
| VVisa Inc. | Stock | 2,112 | $74.0 萬 | 0.5% | +603+40.0% | 加碼 | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 22,980 | $72.0 萬 | 0.5% | +5,010+27.9% | 加碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 13,651 | $71.9 萬 | 0.5% | +64+0.5% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 28,148 | $70.3 萬 | 0.5% | +155+0.6% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 4,303 | $67.2 萬 | 0.4% | +1,439+50.2% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,251 | $66.5 萬 | 0.4% | +1,480+25.6% | 加碼 | – |
| LRCXLam Research Corp | Stock | 9,114 | $66.5 萬 | 0.4% | +543+6.3% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,983 | $59.5 萬 | 0.4% | +32+1.1% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,495 | $59.1 萬 | 0.4% | +19+0.3% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,013 | $54.9 萬 | 0.4% | −691−9.0% | 減碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 6,264 | $50.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,879 | $48.6 萬 | 0.3% | −67−1.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,188 | $48.6 萬 | 0.3% | +56+0.7% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,193 | $44.2 萬 | 0.3% | −12,745−91.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 5,273 | $42.5 萬 | 0.3% | −20,717−79.7% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 3,398 | $40.6 萬 | 0.3% | +195+6.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,056 | $39.9 萬 | 0.3% | −441−17.7% | 減碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 4,355 | $38.8 萬 | 0.3% | −193−4.2% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 409 | $38.7 萬 | 0.3% | +149+57.3% | 加碼 | 歷史 |
| iShares Tr46435U440 | USD GRN BOND ETF | 8,086 | $38.3 萬 | 0.3% | +8,086 | 新進 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 12,417 | $38.2 萬 | 0.3% | +27+0.2% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,959 | $37.8 萬 | 0.3% | +3,959 | 新進 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 7,177 | $35.6 萬 | 0.2% | +38+0.5% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 4,967 | $35.0 萬 | 0.2% | +37+0.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,531 | $33.2 萬 | 0.2% | +30+0.5% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,292 | $32.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 2,326 | $32.7 萬 | 0.2% | +10.0% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,237 | $29.3 萬 | 0.2% | +57+2.6% | 加碼 | – |
| iShares Tr46434V639 | CUR HD EURZN ETF | 7,401 | $28.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,046 | $27.7 萬 | 0.2% | −426−28.9% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 1,030 | $27.6 萬 | 0.2% | +8+0.8% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,775 | $26.7 萬 | 0.2% | +500+22.0% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,242 | $26.5 萬 | 0.2% | +12+0.5% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 317 | $26.2 萬 | 0.2% | +317 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 452 | $26.0 萬 | 0.2% | +33+7.9% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,022 | $25.9 萬 | 0.2% | +1,022 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,513 | $25.2 萬 | 0.2% | +4+0.3% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,057 | $25.0 萬 | 0.2% | +6+0.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,022 | $24.6 萬 | 0.2% | +2,022 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 756 | $23.1 萬 | 0.2% | +756 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,683 | $22.7 萬 | 0.2% | +18+0.5% | 加碼 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 700 | $21.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907738 | INTERMEDIATE TRM | 2,170 | $21.4 萬 | 0.1% | +10+0.5% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,679 | $21.2 萬 | 0.1% | +5+0.1% | 加碼 | – |
| MELIMercadolibre Inc | COM | 107 | $20.8 萬 | 0.1% | +107 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 377 | $20.5 萬 | 0.1% | +14+3.9% | 加碼 | – |
| INTUIntuit Inc. | Stock | 333 | $20.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 649 | $20.3 萬 | 0.1% | +649 | 新進 | 歷史 |
| HLHecla Mining Co | COM | 14,670 | $8.16 萬 | 0.1% | +14,670 | 新進 | 歷史 |
| SJTSan Juan Basin Royalty Trust | UNIT BEN INT | 11,430 | $6.32 萬 | <0.1% | +11,430 | 新進 | 歷史 |
| CXCemex SAB de CV | SPON ADR NEW | 10,977 | $6.16 萬 | <0.1% | +10,977 | 新進 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 11,177 | $5.89 萬 | <0.1% | +11,177 | 新進 | 歷史 |
2024 年第 4 季之後清倉（7 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 25,900 | $438.5 萬 | 2.8% | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 39,088 | $150.0 萬 | 1.0% | – |
| iShares Tr46435U853 | BROAD USD HIGH | 26,460 | $97.3 萬 | 0.6% | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,884 | $57.2 萬 | 0.4% | – |
| TSLATesla, Inc. | Stock | 678 | $27.4 萬 | 0.2% | 歷史 |
| iShares Tr464287580 | US CONSUM DISCRE | 2,567 | $24.7 萬 | 0.2% | – |
| GSGoldman Sachs Group Inc | Stock | 356 | $20.4 萬 | 0.1% | 歷史 |