Westfuller Advisors, LLC
- SEC CIK
- 0002024115
- 最新申報
- 2026/7/29
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/21 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 765
- 較 2025 年第 3 季 +5
- 總值
- $2.47 億
- 較 2025 年第 3 季 +$2,731 萬 (+12.4%)
| 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 | 250,651 | $2,516 萬 | 10.2% | +158,395+171.7% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 13,920 | $873.0 萬 | 3.5% | +185+1.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 30,560 | $830.8 萬 | 3.4% | −185−0.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 41,615 | $776.1 萬 | 3.1% | +9,660+30.2% | 加碼 | 歷史 |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 315,007 | $704.2 萬 | 2.8% | +4,137+1.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 29,152 | $672.9 萬 | 2.7% | −2,182−7.0% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 276,831 | $637.4 萬 | 2.6% | +11,518+4.3% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 83,250 | $596.2 萬 | 2.4% | −3,214−3.7% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 48,023 | $580.9 萬 | 2.3% | +173+0.4% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 61,334 | $548.7 萬 | 2.2% | +9,798+19.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 10,269 | $407.0 萬 | 1.6% | −626−5.7% | 減碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 80,914 | $387.2 萬 | 1.6% | +565+0.7% | 加碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 65,421 | $375.9 萬 | 1.5% | +623+1.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 36,632 | $365.9 萬 | 1.5% | +9,501+35.0% | 加碼 | – |
| Impact Shs FDS I Tr45259A100 | YWCA WOMENS ETF | 86,602 | $359.5 萬 | 1.5% | +350.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,685 | $349.3 萬 | 1.4% | +245+4.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 11,094 | $348.1 萬 | 1.4% | −158−1.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,716 | $324.8 萬 | 1.3% | −180−2.6% | 減碼 | 歷史 |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 42,962 | $324.1 萬 | 1.3% | +42,962 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 10,245 | $320.7 萬 | 1.3% | +7+0.1% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 39,705 | $312.9 萬 | 1.3% | −1,719−4.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,050 | $304.1 萬 | 1.2% | −125−2.0% | 減碼 | 歷史 |
| Ea Series Trust02072L151 | STAN SU BETA ETF | 109,052 | $296.5 萬 | 1.2% | −11,608−9.6% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 37,392 | $291.2 萬 | 1.2% | −3,219−7.9% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,222 | $289.2 萬 | 1.2% | +598+16.5% | 加碼 | – |
| Tidal Trust I886364876 | ADASINA SOCIAL | 133,815 | $271.5 萬 | 1.1% | +991+0.7% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 7,588 | $262.6 萬 | 1.1% | −18−0.2% | 減碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 48,655 | $260.4 萬 | 1.1% | +33,158+214.0% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,287 | $245.8 萬 | 1.0% | −36−1.5% | 減碼 | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 32,379 | $243.4 萬 | 1.0% | +1,049+3.3% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 33,547 | $232.9 萬 | 0.9% | +215+0.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 6,910 | $222.7 萬 | 0.9% | +134+2.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,319 | $211.9 萬 | 0.9% | +91+1.5% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 25,734 | $194.1 萬 | 0.8% | +459+1.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,728 | $186.6 萬 | 0.8% | +32+1.2% | 加碼 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 22,165 | $183.5 萬 | 0.7% | +134+0.6% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 37,526 | $176.7 萬 | 0.7% | −3,801−9.2% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 2,009 | $176.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 36,656 | $163.7 萬 | 0.7% | +371+1.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 15,309 | $156.8 萬 | 0.6% | +882+6.1% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 10,843 | $155.6 萬 | 0.6% | +11+0.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 7,443 | $154.0 萬 | 0.6% | +30.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 22,841 | $144.3 萬 | 0.6% | −3,078−11.9% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 5,801 | $134.2 萬 | 0.5% | −13−0.2% | 減碼 | 歷史 |
| Tidal Trust III45259A209 | NAACP MINO ETF | 26,150 | $128.8 萬 | 0.5% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,736 | $114.6 萬 | 0.5% | +7+0.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,094 | $114.5 萬 | 0.5% | −94−2.9% | 減碼 | 歷史 |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 31,589 | $112.4 萬 | 0.5% | +1,095+3.6% | 加碼 | – |
| LRCXLam Research Corp | Stock | 6,475 | $111.1 萬 | 0.4% | −2,684−29.3% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,405 | $107.7 萬 | 0.4% | −123−1.3% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 20,833 | $100.7 萬 | 0.4% | +274+1.3% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 11,829 | $99.6 萬 | 0.4% | −489−4.0% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,755 | $96.4 萬 | 0.4% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 1,115 | $96.2 萬 | 0.4% | −27−2.4% | 減碼 | 歷史 |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 21,771 | $93.6 萬 | 0.4% | −10,771−33.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,664 | $93.4 萬 | 0.4% | −42−1.6% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,000 | $92.1 萬 | 0.4% | +16+0.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,211 | $90.0 萬 | 0.4% | −9−0.1% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,827 | $87.0 萬 | 0.4% | +200+1.7% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 25,603 | $86.6 萬 | 0.4% | −4,301−14.4% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,001 | $83.7 萬 | 0.3% | −472−10.6% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,355 | $78.6 萬 | 0.3% | +7+0.5% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 8,803 | $77.9 萬 | 0.3% | −2,071−19.0% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,009 | $74.1 萬 | 0.3% | +10+0.3% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 28,957 | $73.1 萬 | 0.3% | +334+1.2% | 加碼 | – |
| WMGWarner Music Group Corp. | COM CL A | 22,980 | $70.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,670 | $70.1 萬 | 0.3% | +1,068+16.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,452 | $68.7 萬 | 0.3% | +298+25.8% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,019 | $68.6 萬 | 0.3% | +6+0.1% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 6,095 | $67.0 萬 | 0.3% | −333−5.2% | 減碼 | – |
| BNYBank of New York Mellon Corp | Stock | 5,763 | $66.9 萬 | 0.3% | −370−6.0% | 減碼 | 歷史 |
| iShares Tr46436E270 | ENVIR AWR RL EST | 24,871 | $66.4 萬 | 0.3% | +2,561+11.5% | 加碼 | – |
| MAMastercard Inc | Stock | 1,117 | $63.8 萬 | 0.3% | −86−7.1% | 減碼 | 歷史 |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 7,435 | $62.6 萬 | 0.3% | +7,435 | 新進 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 6,100 | $60.7 萬 | 0.2% | +7+0.1% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,406 | $55.8 萬 | 0.2% | −228−3.4% | 減碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 6,412 | $54.0 萬 | 0.2% | +46+0.7% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,066 | $52.0 萬 | 0.2% | −55−4.9% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,702 | $47.2 萬 | 0.2% | +8+0.1% | 加碼 | – |
| CBChubb Ltd | Stock | 1,506 | $47.2 萬 | 0.2% | +26+1.8% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,329 | $46.5 萬 | 0.2% | +10.0% | 加碼 | – |
| CMCSAComcast Corp | Stock | 15,339 | $45.8 萬 | 0.2% | −1,749−10.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,925 | $45.6 萬 | 0.2% | +78+1.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,325 | $45.6 萬 | 0.2% | +27+2.1% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 7,450 | $44.6 萬 | 0.2% | −810−9.8% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,440 | $43.9 萬 | 0.2% | −111−7.2% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,212 | $43.2 萬 | 0.2% | −147−6.2% | 減碼 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 3,213 | $42.9 萬 | 0.2% | −167−4.9% | 減碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 4,030 | $42.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,726 | $42.0 萬 | 0.2% | +111+1.7% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,854 | $40.8 萬 | 0.2% | +32+1.8% | 加碼 | – |
| NXPINXP Semiconductors N.V. | COM | 1,856 | $40.5 萬 | 0.2% | −210−10.2% | 減碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,641 | $39.7 萬 | 0.2% | +2,879+50.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,559 | $39.3 萬 | 0.2% | +164+6.8% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,489 | $39.2 萬 | 0.2% | −46−3.0% | 減碼 | 歷史 |
| iShares Tr46435U440 | USD GRN BOND ETF | 8,137 | $39.0 萬 | 0.2% | +20+0.2% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 2,543 | $39.0 萬 | 0.2% | +23+0.9% | 加碼依 5 比 1 拆股換算 | 歷史 |
| INTUIntuit Inc. | Stock | 578 | $38.3 萬 | 0.2% | −93−13.9% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,959 | $38.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,292 | $37.5 萬 | 0.2% | 00.0% | 不變 | – |
2025 年第 3 季之後清倉（63 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ULUnilever PLC | SPON ADR NEW | 2,461 | $14.6 萬 | 0.1% | 歷史 |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 6,570 | $10.6 萬 | <0.1% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 515 | $10.1 萬 | <0.1% | 歷史 |
| CVLTCommvault Systems Inc | COM | 448 | $8.46 萬 | <0.1% | 歷史 |
| CIENCiena Corp | COM NEW | 542 | $7.90 萬 | <0.1% | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 5,610 | $6.84 萬 | <0.1% | 歷史 |
| Vanguard Malvern FDS922020730 | SHOR DURA BD ETF | 732 | $5.61 萬 | <0.1% | – |
| AAPAdvance Auto Parts Inc | COM | 912 | $5.60 萬 | <0.1% | 歷史 |
| MGNIMagnite, Inc. | COM | 2,570 | $5.60 萬 | <0.1% | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 2,167 | $5.58 萬 | <0.1% | 歷史 |
| MOSMosaic Co | COM | 1,581 | $5.48 萬 | <0.1% | 歷史 |
| INVXInnovex International, Inc. | COM | 2,850 | $5.28 萬 | <0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 625 | $4.65 萬 | <0.1% | – |
| iShares Tr464288257 | MSCI ACWI ETF | 288 | $3.98 萬 | <0.1% | – |
| HTLDHeartland Express Inc | COM | 2,863 | $2.40 萬 | <0.1% | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 250 | $1.59 萬 | <0.1% | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 191 | $1.06 萬 | <0.1% | 歷史 |
| FFIVF5, Inc. | Stock | 26 | $8,403 | <0.1% | 歷史 |
| RHRH | COM | 40 | $8,126 | <0.1% | 歷史 |
| GDDYGoDaddy Inc. | CL A | 53 | $7,252 | <0.1% | 歷史 |
| COOCooper Companies, Inc. | COM | 104 | $7,133 | <0.1% | 歷史 |
| IAUiShares Gold Trust | ETF | 88 | $6,404 | <0.1% | 歷史 |
| POOLPool Corp | COM | 17 | $5,281 | <0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 89 | $4,487 | <0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 83 | $4,067 | <0.1% | 歷史 |
| SHCOSoho House & Co Inc. | COM CL A | 447 | $3,956 | <0.1% | 歷史 |
| RMDResmed Inc | COM | 13 | $3,558 | <0.1% | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 56 | $3,338 | <0.1% | 歷史 |
| Global X FDS37954Y236 | DATA CTR DIG ETF | 158 | $3,245 | <0.1% | – |
| CLXClorox Co | Stock | 25 | $3,115 | <0.1% | 歷史 |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 96 | $3,039 | <0.1% | – |
| DBRGDigitalBridge Group, Inc. | CL A NEW | 252 | $2,948 | <0.1% | 歷史 |
| ACHRArcher Aviation Inc. | Stock | 300 | $2,874 | <0.1% | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 101 | $2,516 | <0.1% | 歷史 |
| MTNVail Resorts Inc | COM | 16 | $2,465 | <0.1% | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 46 | $2,455 | <0.1% | 歷史 |
| MDBMongoDB, Inc. | CL A | 8 | $2,397 | <0.1% | 歷史 |
| ITGartner Inc | COM | 9 | $2,366 | <0.1% | 歷史 |
| HSICHenry Schein Inc | COM | 32 | $2,124 | <0.1% | 歷史 |
| VBTXVeritex Holdings, Inc. | COM | 62 | $2,093 | <0.1% | 歷史 |
| DXCMDexcom Inc | COM | 23 | $1,566 | <0.1% | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 50 | $1,314 | <0.1% | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 50 | $956 | <0.1% | 歷史 |
| KMXCarMax Inc | COM | 21 | $942 | <0.1% | 歷史 |
| PRGSProgress Software Corp | COM | 18 | $787 | <0.1% | 歷史 |
| SPSCSPS Commerce Inc | COM | 8 | $783 | <0.1% | 歷史 |
| ASTHAstrana Health, Inc. | COM NEW | 27 | $773 | <0.1% | 歷史 |
| LMATLemaitre Vascular Inc | COM | 9 | $747 | <0.1% | 歷史 |
| SONOSonos Inc | COM | 46 | $728 | <0.1% | 歷史 |
| ATKRAtkore Inc. | COM | 11 | $703 | <0.1% | 歷史 |
| BRBRBellring Brands, Inc. | Stock | 19 | $683 | <0.1% | 歷史 |
| SYNASYNAPTICS Inc | Stock | 9 | $642 | <0.1% | 歷史 |
| SMSM Energy Co | COM | 25 | $627 | <0.1% | 歷史 |
| UFPIUfp Industries Inc | COM | 7 | $625 | <0.1% | 歷史 |
| SAIASaia Inc | COM | 2 | $599 | <0.1% | 歷史 |
| HAEHaemonetics Corp | COM | 11 | $536 | <0.1% | 歷史 |
| KWRQuaker Chemical Corp | COM | 4 | $535 | <0.1% | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 99 | $515 | <0.1% | 歷史 |
| DOWDow Inc. | Stock | 15 | $335 | <0.1% | 歷史 |
| VTRSViatris Inc | Stock | 20 | $193 | <0.1% | 歷史 |
| DDD3D Systems Corp | COM NEW | 27 | $78 | <0.1% | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 6 | $11 | <0.1% | 歷史 |
| IVFINVO Fertility, Inc. | COM | 1 | $1 | <0.1% | 歷史 |