Westfuller Advisors, LLC
- SEC CIK
- 0002024115
- 最新申報
- 2026/7/29
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/30 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 760
- 較 2025 年第 2 季 +646
- 總值
- $2.20 億
- 較 2025 年第 2 季 +$4,455 萬 (+25.4%)
| 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 | 92,256 | $929.0 萬 | 4.2% | −154,696−62.6% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 13,735 | $843.5 萬 | 3.8% | −913−6.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 30,745 | $782.9 萬 | 3.6% | +9,760+46.5% | 加碼 | 歷史 |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 310,870 | $698.1 萬 | 3.2% | +2,954+1.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 31,334 | $688.0 萬 | 3.1% | +3,256+11.6% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 265,313 | $613.4 萬 | 2.8% | +142,341+115.8% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 86,464 | $599.8 萬 | 2.7% | −41,088−32.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 31,955 | $596.2 萬 | 2.7% | +8,073+33.8% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 47,850 | $566.7 萬 | 2.6% | −28,088−37.0% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 51,536 | $450.0 萬 | 2.0% | +20,319+65.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 10,895 | $387.3 萬 | 1.8% | +990+10.0% | 加碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 80,349 | $385.9 萬 | 1.8% | −80,232−50.0% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 64,798 | $369.6 萬 | 1.7% | +335+0.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 6,896 | $357.2 萬 | 1.6% | +2,965+75.4% | 加碼 | 歷史 |
| Impact Shs FDS I Tr45259A100 | YWCA WOMENS ETF | 86,567 | $352.0 萬 | 1.6% | +210+0.2% | 加碼 | – |
| Ea Series Trust02072L151 | STAN SU BETA ETF | 120,660 | $329.4 萬 | 1.5% | −9,369−7.2% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,440 | $327.0 萬 | 1.5% | +158+3.0% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 41,424 | $326.9 萬 | 1.5% | +2,489+6.4% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 40,611 | $317.1 萬 | 1.4% | −1,186−2.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,175 | $310.4 萬 | 1.4% | +3,242+110.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 11,252 | $274.0 萬 | 1.2% | +6,239+124.5% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 27,131 | $272.0 萬 | 1.2% | +20,129+287.5% | 加碼 | – |
| Tidal Trust I886364876 | ADASINA SOCIAL | 132,824 | $270.0 萬 | 1.2% | +71,115+115.2% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 7,606 | $250.9 萬 | 1.1% | +6,825+873.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,238 | $248.9 萬 | 1.1% | +3,824+59.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,624 | $242.6 萬 | 1.1% | +1,167+47.5% | 加碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 31,330 | $237.3 萬 | 1.1% | 00.0% | 不變 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 33,332 | $226.9 萬 | 1.0% | +181+0.5% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 6,776 | $213.7 萬 | 1.0% | +2,188+47.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,228 | $205.0 萬 | 0.9% | +9+0.1% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 41,327 | $194.1 萬 | 0.9% | −5,289−11.3% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 25,275 | $185.7 萬 | 0.8% | +123+0.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,696 | $180.1 萬 | 0.8% | +328+13.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,323 | $177.2 萬 | 0.8% | +732+46.0% | 加碼 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 22,031 | $175.5 萬 | 0.8% | −783−3.4% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 25,919 | $163.1 萬 | 0.7% | −3,117−10.7% | 減碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 36,285 | $160.0 萬 | 0.7% | +1,237+3.5% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 2,009 | $160.0 萬 | 0.7% | +889+79.4% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 10,832 | $152.7 萬 | 0.7% | −2,054−15.9% | 減碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 14,427 | $151.4 萬 | 0.7% | +2,983+26.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 7,440 | $137.9 萬 | 0.6% | +3,860+107.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,814 | $137.4 萬 | 0.6% | +2,280+64.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,729 | $127.0 萬 | 0.6% | +744+75.5% | 加碼 | 歷史 |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 32,542 | $125.3 萬 | 0.6% | +10,183+45.5% | 加碼 | 歷史 |
| Tidal Trust III45259A209 | NAACP MINO ETF | 26,150 | $124.7 萬 | 0.6% | 00.0% | 不變 | – |
| LRCXLam Research Corp | Stock | 9,159 | $122.9 萬 | 0.6% | +174+1.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,528 | $109.1 萬 | 0.5% | +3,419+56.0% | 加碼 | 歷史 |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 30,494 | $108.8 萬 | 0.5% | +694+2.3% | 加碼 | – |
| AXPAmerican Express Co | Stock | 3,188 | $105.9 萬 | 0.5% | +1,840+136.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,142 | $105.7 萬 | 0.5% | +418+57.7% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 12,318 | $104.2 萬 | 0.5% | +1,277+11.6% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 20,559 | $101.7 萬 | 0.5% | +449+2.2% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 4,984 | $101.5 萬 | 0.5% | +4,984 | 新進 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 29,904 | $101.3 萬 | 0.5% | +219+0.7% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 10,874 | $99.4 萬 | 0.5% | +2,502+29.9% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,755 | $96.7 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,473 | $93.6 萬 | 0.4% | −1,087−19.6% | 減碼 | – |
| VVisa Inc. | Stock | 2,706 | $92.4 萬 | 0.4% | +726+36.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,220 | $87.4 萬 | 0.4% | +2,472+66.0% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,627 | $83.0 萬 | 0.4% | −2,652−18.6% | 減碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 15,497 | $82.7 萬 | 0.4% | +1,745+12.7% | 加碼 | – |
| WMGWarner Music Group Corp. | COM CL A | 22,980 | $78.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,999 | $72.6 萬 | 0.3% | +8+0.3% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 28,623 | $72.4 萬 | 0.3% | +241+0.8% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 6,428 | $71.5 萬 | 0.3% | −132−2.0% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,013 | $69.7 萬 | 0.3% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 1,203 | $68.4 萬 | 0.3% | +1,203 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 6,133 | $66.8 萬 | 0.3% | +6,133 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,348 | $65.4 萬 | 0.3% | +831+160.7% | 加碼 | 歷史 |
| iShares Tr46436E270 | ENVIR AWR RL EST | 22,310 | $61.5 萬 | 0.3% | +14,516+186.2% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,602 | $60.6 萬 | 0.3% | −42−0.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 6,093 | $59.6 萬 | 0.3% | +770+14.5% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,634 | $59.3 萬 | 0.3% | +100+1.5% | 加碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 6,366 | $54.3 萬 | 0.2% | +62+1.0% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,154 | $54.1 萬 | 0.2% | +1,154 | 新進 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,121 | $53.8 萬 | 0.2% | −72−6.0% | 減碼 | – |
| CMCSAComcast Corp | Stock | 17,088 | $53.7 萬 | 0.2% | +3,858+29.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,298 | $52.6 萬 | 0.2% | +1,298 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 2,359 | $49.7 萬 | 0.2% | +2,359 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,260 | $49.6 萬 | 0.2% | −8−0.1% | 減碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 7,272 | $48.8 萬 | 0.2% | +3,987+121.4% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,066 | $47.3 萬 | 0.2% | +2,066 | 新進 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,694 | $47.2 萬 | 0.2% | −192−3.3% | 減碼 | – |
| ZSZscaler, Inc. | Stock | 1,564 | $46.9 萬 | 0.2% | +1,564 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 504 | $46.4 萬 | 0.2% | +504 | 新進 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 4,030 | $46.3 萬 | 0.2% | −325−7.5% | 減碼 | – |
| INTUIntuit Inc. | Stock | 671 | $45.8 萬 | 0.2% | +332+97.9% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,328 | $45.6 萬 | 0.2% | +10.0% | 加碼 | – |
| NFLXNetflix Inc | Stock | 372 | $44.6 萬 | 0.2% | +372 | 新進 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 3,380 | $44.4 萬 | 0.2% | −24−0.7% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,551 | $43.4 萬 | 0.2% | +34+2.2% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,535 | $42.1 萬 | 0.2% | +628+69.2% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,480 | $41.9 萬 | 0.2% | +1,480 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,411 | $41.6 萬 | 0.2% | +744+111.5% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,686 | $41.6 萬 | 0.2% | +1,015+151.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,847 | $40.0 萬 | 0.2% | +2,760+89.4% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,615 | $39.6 萬 | 0.2% | +32+0.5% | 加碼 | – |
| SNPSSynopsys Inc | COM | 801 | $39.5 萬 | 0.2% | +801 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,822 | $39.5 萬 | 0.2% | −234−11.4% | 減碼 | – |
| BNBROOKFIELD Corp | CL A LTD VT SH | 5,762 | $39.5 萬 | 0.2% | +5,762 | 新進 | 歷史 |
2025 年第 2 季之後清倉（1 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46435U663 | ESG AWARE MSCI | 44,207 | $182.7 萬 | 1.0% | – |