Westfuller Advisors, LLC
- SEC CIK
- 0002024115
- 最新申報
- 2026/7/29
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 114
- 較 2025 年第 1 季 +16
- 總值
- $1.75 億
- 較 2025 年第 1 季 +$2,563 萬 (+17.1%)
| 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 | 246,952 | $2,487 萬 | 14.2% | +72,194+41.3% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 127,552 | $835.5 萬 | 4.8% | +477+0.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 14,648 | $834.6 萬 | 4.8% | −631−4.1% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 75,938 | $832.6 萬 | 4.7% | −23,496−23.6% | 減碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 160,581 | $763.4 萬 | 4.4% | −11,970−6.9% | 減碼 | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 307,916 | $685.4 萬 | 3.9% | +3,060+1.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 28,078 | $616.0 萬 | 3.5% | +23,157+470.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 20,985 | $430.5 萬 | 2.5% | +1,175+5.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 23,882 | $377.3 萬 | 2.2% | −889−3.6% | 減碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 64,463 | $359.3 萬 | 2.0% | +100.0% | 加碼 | – |
| Impact Shs FDS I Tr45259A100 | YWCA WOMENS ETF | 86,357 | $342.5 萬 | 2.0% | +219+0.3% | 加碼 | – |
| Ea Series Trust02072L151 | STAN SU BETA ETF | 130,029 | $339.0 萬 | 1.9% | +130,029 | 新進 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 41,797 | $323.3 萬 | 1.8% | +229+0.6% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 38,935 | $306.4 萬 | 1.7% | +208+0.5% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 9,905 | $301.9 萬 | 1.7% | +1,006+11.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,282 | $291.7 萬 | 1.7% | −51−1.0% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 122,972 | $282.6 萬 | 1.6% | +2,599+2.2% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 31,217 | $260.6 萬 | 1.5% | −27,477−46.8% | 減碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 31,330 | $233.2 萬 | 1.3% | +485+1.6% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 46,616 | $216.0 萬 | 1.2% | +652+1.4% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 33,151 | $212.0 萬 | 1.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 3,931 | $195.5 萬 | 1.1% | +454+13.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,219 | $189.6 萬 | 1.1% | 00.0% | 不變 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 44,207 | $182.7 萬 | 1.0% | 00.0% | 不變 | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 22,814 | $180.0 萬 | 1.0% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 29,036 | $174.4 萬 | 1.0% | +87+0.3% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 25,152 | $173.8 萬 | 1.0% | +182+0.7% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,886 | $171.8 萬 | 1.0% | +276+2.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,457 | $152.5 萬 | 0.9% | −212−7.9% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,368 | $146.7 萬 | 0.8% | +71+3.1% | 加碼 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 35,048 | $142.8 萬 | 0.8% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,933 | $142.5 萬 | 0.8% | +2,933 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,588 | $133.0 萬 | 0.8% | +128+2.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,591 | $124.0 萬 | 0.7% | +1,274+401.9% | 加碼 | 歷史 |
| Tidal Trust I886364876 | ADASINA SOCIAL | 61,709 | $122.1 萬 | 0.7% | +3,067+5.2% | 加碼 | – |
| Tidal Trust III45259A209 | NAACP MINO ETF | 26,150 | $114.3 萬 | 0.7% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 6,414 | $113.0 萬 | 0.6% | +654+11.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 11,444 | $112.4 萬 | 0.6% | −3,392−22.9% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,560 | $107.1 萬 | 0.6% | −4−0.1% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 11,041 | $101.2 萬 | 0.6% | +11,041 | 新進 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 29,685 | $99.7 萬 | 0.6% | +526+1.8% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 20,110 | $99.6 萬 | 0.6% | +10.0% | 加碼 | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 29,800 | $99.0 萬 | 0.6% | +207+0.7% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,755 | $96.7 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 14,279 | $96.0 萬 | 0.5% | +1,472+11.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 5,013 | $88.9 萬 | 0.5% | +710+16.5% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 8,985 | $87.7 萬 | 0.5% | −129−1.4% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,534 | $81.3 萬 | 0.5% | +3,534 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,120 | $79.3 萬 | 0.5% | +1,120 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 6,109 | $76.1 萬 | 0.4% | +6,109 | 新進 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 8,372 | $74.6 萬 | 0.4% | −941−10.1% | 減碼 | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 22,359 | $73.8 萬 | 0.4% | −3,456−13.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 985 | $72.7 萬 | 0.4% | +533+117.9% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 6,560 | $72.2 萬 | 0.4% | −349−5.1% | 減碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 13,752 | $71.7 萬 | 0.4% | +101+0.7% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 724 | $71.7 萬 | 0.4% | +315+77.0% | 加碼 | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 28,382 | $71.4 萬 | 0.4% | +234+0.8% | 加碼 | – |
| VVisa Inc. | Stock | 1,980 | $70.3 萬 | 0.4% | −132−6.3% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 7,002 | $69.5 萬 | 0.4% | −12,248−63.6% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,013 | $65.9 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,991 | $64.5 萬 | 0.4% | +8+0.3% | 加碼 | – |
| WMGWarner Music Group Corp. | COM CL A | 22,980 | $62.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,644 | $60.9 萬 | 0.3% | −607−8.4% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,534 | $57.7 萬 | 0.3% | +39+0.6% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 3,580 | $54.7 萬 | 0.3% | +3,580 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,193 | $52.4 萬 | 0.3% | 00.0% | 不變 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 6,304 | $51.6 萬 | 0.3% | +40+0.6% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 3,748 | $49.5 萬 | 0.3% | +3,748 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,268 | $49.5 萬 | 0.3% | +80+1.0% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,886 | $48.8 萬 | 0.3% | +7+0.1% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 4,355 | $47.7 萬 | 0.3% | 00.0% | 不變 | – |
| CMCSAComcast Corp | Stock | 13,230 | $47.2 萬 | 0.3% | +13,230 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 5,323 | $46.4 萬 | 0.3% | +50+0.9% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 3,404 | $43.3 萬 | 0.2% | +6+0.2% | 加碼 | – |
| AXPAmerican Express Co | Stock | 1,348 | $43.0 萬 | 0.2% | +1,348 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,056 | $42.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 2,327 | $40.3 萬 | 0.2% | +10.0% | 加碼 | – |
| iShares Tr46435U440 | USD GRN BOND ETF | 8,101 | $38.6 萬 | 0.2% | +15+0.2% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 12,459 | $38.2 萬 | 0.2% | +42+0.3% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,959 | $37.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,583 | $37.5 萬 | 0.2% | +52+0.8% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,292 | $36.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 7,237 | $35.5 萬 | 0.2% | +60+0.8% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 5,005 | $34.8 萬 | 0.2% | +38+0.8% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,517 | $34.5 萬 | 0.2% | +4+0.3% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 131 | $34.2 萬 | 0.2% | +24+22.4% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,196 | $32.4 萬 | 0.2% | −41−1.8% | 減碼 | – |
| iShares Tr46434V639 | CUR HD EURZN ETF | 7,401 | $30.4 萬 | 0.2% | 00.0% | 不變 | – |
| FTNTFortinet, Inc. | Stock | 2,772 | $29.3 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 700 | $28.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVAVAeroVironment Inc | COM | 1,000 | $28.5 萬 | 0.2% | +1,000 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,063 | $27.2 萬 | 0.2% | +6+0.6% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,262 | $26.9 萬 | 0.2% | +20+0.9% | 加碼 | – |
| INTUIntuit Inc. | Stock | 339 | $26.7 萬 | 0.2% | +6+1.8% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,046 | $26.0 萬 | 0.1% | 00.0% | 不變 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 494 | $25.2 萬 | 0.1% | +494 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 378 | $25.0 萬 | 0.1% | +1+0.3% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 902 | $24.6 萬 | 0.1% | −128−12.4% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 907 | $24.5 萬 | 0.1% | −115−11.3% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,285 | $24.4 萬 | 0.1% | +3,285 | 新進 | 歷史 |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Investment Managers Ser Tr I46144X107 | AXS CHANGE FINAN | 83,583 | $307.8 萬 | 2.1% | – |