Westfuller Advisors, LLC
- SEC CIK
- 0002024115
- 最新申報
- 2026/7/29
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/28 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 756
- 較 2025 年第 4 季 −9
- 總值
- $2.32 億
- 較 2025 年第 4 季 −$1,556 萬 (−6.3%)
| 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 | 239,063 | $2,406 萬 | 10.4% | −11,588−4.6% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 377,414 | $864.7 萬 | 3.7% | +100,583+36.3% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 14,057 | $840.0 萬 | 3.6% | +137+1.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 43,483 | $758.4 萬 | 3.3% | +1,868+4.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 29,313 | $743.9 萬 | 3.2% | −1,247−4.1% | 減碼 | 歷史 |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 317,033 | $704.1 萬 | 3.0% | +2,026+0.6% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 64,948 | $588.0 萬 | 2.5% | +3,614+5.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 27,685 | $576.6 萬 | 2.5% | −1,467−5.0% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 49,904 | $495.4 萬 | 2.1% | +13,272+36.2% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 64,458 | $462.4 萬 | 2.0% | −18,792−22.6% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 9,490 | $408.3 萬 | 1.8% | −779−7.6% | 減碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 69,064 | $392.7 萬 | 1.7% | +3,643+5.6% | 加碼 | – |
| Impact Shs FDS I Tr45259A100 | YWCA WOMENS ETF | 86,875 | $343.8 萬 | 1.5% | +273+0.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,991 | $326.0 萬 | 1.4% | +769+18.2% | 加碼 | – |
| Ea Series Trust02072L151 | STAN SU BETA ETF | 111,747 | $299.7 萬 | 1.3% | +2,695+2.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 10,257 | $294.9 萬 | 1.3% | +12+0.1% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 25,860 | $290.3 萬 | 1.3% | −22,163−46.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,051 | $290.0 萬 | 1.3% | +10.0% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 36,016 | $278.0 萬 | 1.2% | −1,376−3.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,816 | $277.9 萬 | 1.2% | −869−15.3% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 35,411 | $277.7 萬 | 1.2% | −4,294−10.8% | 減碼 | – |
| Tidal Trust I886364876 | ADASINA SOCIAL | 139,067 | $271.0 萬 | 1.2% | +5,252+3.9% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 9,286 | $266.4 萬 | 1.1% | −1,808−16.3% | 減碼 | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 32,379 | $244.3 萬 | 1.1% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 7,624 | $236.0 萬 | 1.0% | +36+0.5% | 加碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 48,725 | $231.7 萬 | 1.0% | −32,189−39.8% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,747 | $227.9 萬 | 1.0% | +837+12.1% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 32,073 | $225.1 萬 | 1.0% | −1,474−4.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 6,068 | $224.6 萬 | 1.0% | −648−9.6% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 26,425 | $203.8 萬 | 0.9% | +691+2.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,272 | $201.2 萬 | 0.9% | −47−0.7% | 減碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 37,691 | $200.2 萬 | 0.9% | −10,964−22.5% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 2,163 | $198.9 萬 | 0.9% | −124−5.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,007 | $196.1 萬 | 0.8% | +279+10.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,434 | $181.7 萬 | 0.8% | −9−0.1% | 減碼 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 20,643 | $172.9 萬 | 0.7% | −1,522−6.9% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,969 | $166.5 萬 | 0.7% | −40−2.0% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 11,242 | $166.5 萬 | 0.7% | +399+3.7% | 加碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 36,681 | $165.3 萬 | 0.7% | +25+0.1% | 加碼 | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 35,165 | $164.2 萬 | 0.7% | +13,394+61.5% | 加碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 33,581 | $157.7 萬 | 0.7% | −3,945−10.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 14,802 | $153.0 萬 | 0.7% | −507−3.3% | 減碼 | – |
| LRCXLam Research Corp | Stock | 6,844 | $146.4 萬 | 0.6% | +369+5.7% | 加碼 | 歷史 |
| iShares Tr46436E270 | ENVIR AWR RL EST | 53,781 | $145.9 萬 | 0.6% | +28,910+116.2% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 19,194 | $144.1 萬 | 0.6% | +7,367+62.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 22,906 | $140.5 萬 | 0.6% | +65+0.3% | 加碼 | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 18,063 | $136.6 萬 | 0.6% | −24,899−58.0% | 減碼 | – |
| Tidal Trust III45259A209 | NAACP MINO ETF | 26,150 | $126.5 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 6,052 | $124.6 萬 | 0.5% | +2,051+51.3% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 5,046 | $122.4 萬 | 0.5% | −755−13.0% | 減碼 | 歷史 |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 31,818 | $116.9 萬 | 0.5% | +229+0.7% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 4,685 | $113.6 萬 | 0.5% | +3,947+534.8% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 22,588 | $108.5 萬 | 0.5% | +1,755+8.4% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,016 | $101.2 萬 | 0.4% | −99−8.9% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 11,213 | $100.5 萬 | 0.4% | −616−5.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,740 | $99.6 萬 | 0.4% | +4+0.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,168 | $95.8 萬 | 0.4% | −43−0.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 28,210 | $94.6 萬 | 0.4% | +2,607+10.2% | 加碼 | – |
| AXPAmerican Express Co | Stock | 3,108 | $94.0 萬 | 0.4% | +14+0.5% | 加碼 | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 37,199 | $93.2 萬 | 0.4% | +8,242+28.5% | 加碼 | – |
| DISWalt Disney Co | Stock | 9,287 | $89.5 萬 | 0.4% | −118−1.3% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 9,582 | $85.0 萬 | 0.4% | +779+8.8% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 4,944 | $79.3 萬 | 0.3% | −56−1.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,015 | $74.8 萬 | 0.3% | +6+0.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 7,019 | $70.3 萬 | 0.3% | +919+15.1% | 加碼 | – |
| BNYBank of New York Mellon Corp | Stock | 5,783 | $68.6 萬 | 0.3% | +20+0.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,341 | $66.0 萬 | 0.3% | −14−1.0% | 減碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,019 | $63.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,453 | $62.0 萬 | 0.3% | +1+0.1% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 12,718 | $59.7 萬 | 0.3% | +7,301+134.8% | 加碼 | – |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 7,450 | $59.6 萬 | 0.3% | +15+0.2% | 加碼 | – |
| WMGWarner Music Group Corp. | COM CL A | 22,980 | $58.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 2,536 | $57.3 萬 | 0.2% | +324+14.6% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,432 | $55.8 萬 | 0.2% | +26+0.4% | 加碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 6,451 | $55.7 萬 | 0.2% | +39+0.6% | 加碼 | – |
| MAMastercard Inc | Stock | 1,090 | $54.5 萬 | 0.2% | −27−2.4% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 4,723 | $53.5 萬 | 0.2% | +4,447+1,611.2% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,700 | $52.2 萬 | 0.2% | −1,970−25.7% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,849 | $50.3 萬 | 0.2% | +1,123+16.7% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,439 | $48.8 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,646 | $46.6 萬 | 0.2% | −56−1.0% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,033 | $45.1 萬 | 0.2% | −33−3.1% | 減碼 | – |
| VVisa Inc. | Stock | 1,492 | $45.1 萬 | 0.2% | −1,172−44.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 7,567 | $45.1 萬 | 0.2% | +117+1.6% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 4,056 | $44.8 萬 | 0.2% | −2,039−33.5% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,360 | $44.7 萬 | 0.2% | +35+2.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,758 | $44.7 萬 | 0.2% | −167−2.8% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 15,191 | $43.6 萬 | 0.2% | −148−1.0% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,330 | $42.3 萬 | 0.2% | +10.0% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,246 | $41.2 萬 | 0.2% | +1,506+55.0% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 3,061 | $37.1 萬 | 0.2% | +54+1.8% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,706 | $36.7 萬 | 0.2% | −148−8.0% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,292 | $36.7 萬 | 0.2% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 1,067 | $36.5 萬 | 0.2% | −194−15.4% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,816 | $35.9 萬 | 0.2% | −40−2.2% | 減碼 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 2,934 | $35.5 萬 | 0.2% | −279−8.7% | 減碼 | – |
| AUAngloGold Ashanti PLC | COM SHS | 3,632 | $35.4 萬 | 0.2% | −66−1.8% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,227 | $35.2 萬 | 0.2% | +22+1.8% | 加碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,641 | $35.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 1,061 | $34.7 萬 | 0.1% | −445−29.5% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（43 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,755 | $96.4 萬 | 0.4% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,959 | $38.1 萬 | 0.2% | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,310 | $27.6 萬 | 0.1% | – |
| ULUnilever PLC | SPON ADR NEW | 2,187 | $14.3 萬 | 0.1% | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 3,560 | $13.0 萬 | 0.1% | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 775 | $11.5 萬 | <0.1% | 歷史 |
| FIVEFive Below, Inc | COM | 572 | $10.8 萬 | <0.1% | 歷史 |
| iShares Tr464287580 | US CONSUM DISCRE | 992 | $10.2 萬 | <0.1% | – |
| TRUTransUnion | COM | 1,175 | $10.1 萬 | <0.1% | 歷史 |
| KRKroger Co | Stock | 1,552 | $9.70 萬 | <0.1% | 歷史 |
| GWREGuidewire Software, Inc. | COM | 338 | $6.79 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 614 | $6.25 萬 | <0.1% | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 1,293 | $5.87 萬 | <0.1% | – |
| KSSKOHLS Corp | Stock | 2,612 | $5.33 萬 | <0.1% | 歷史 |
| QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund | COM SHS | 1,675 | $4.78 萬 | <0.1% | 歷史 |
| iShares Tr464287796 | U.S. ENERGY ETF | 596 | $2.83 萬 | <0.1% | – |
| VOYAVoya Financial, Inc. | COM | 316 | $2.35 萬 | <0.1% | 歷史 |
| HPQHP Inc | Stock | 1,032 | $2.33 萬 | <0.1% | 歷史 |
| SCCOSouthern Copper Corp | Stock | 149 | $2.13 萬 | <0.1% | 歷史 |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 912 | $2.02 萬 | <0.1% | 歷史 |
| CIFRCipher Digital Inc. | COM | 1,279 | $1.89 萬 | <0.1% | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 54 | $1.74 萬 | <0.1% | – |
| PLUGPlug Power Inc | Stock | 7,674 | $1.51 萬 | <0.1% | 歷史 |
| DNAGinkgo Bioworks Holdings, Inc. | CL A NEW | 1,698 | $1.41 萬 | <0.1% | 歷史 |
| PRCHPorch Group, Inc. | COM | 1,204 | $1.10 萬 | <0.1% | 歷史 |
| CPRTCopart Inc | COM | 232 | $9,083 | <0.1% | 歷史 |
| MPMP Materials Corp. | COM CL A | 168 | $8,487 | <0.1% | 歷史 |
| HOLXHologic Inc | COM | 107 | $7,970 | <0.1% | 歷史 |
| MICCMagnum Ice Cream Co N.V. | ORD SHS | 492 | $7,791 | <0.1% | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 60 | $6,786 | <0.1% | 歷史 |
| UUnity Software Inc. | COM | 151 | $6,670 | <0.1% | 歷史 |
| HIHillenbrand, Inc. | COM | 168 | $5,325 | <0.1% | 歷史 |
| AQSTAquestive Therapeutics, Inc. | COM | 769 | $4,968 | <0.1% | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 93 | $4,721 | <0.1% | – |
| INDIindie Semiconductor, Inc. | CLASS A COM | 1,210 | $4,271 | <0.1% | 歷史 |
| TPGTPG Inc. | COM CL A | 64 | $4,086 | <0.1% | 歷史 |
| PCTPureCycle Technologies, Inc. | COM | 352 | $3,024 | <0.1% | 歷史 |
| AIC3.ai, Inc. | Stock | 113 | $1,523 | <0.1% | 歷史 |
| SNYSanofi | SPONSORED ADR | 22 | $1,066 | <0.1% | 歷史 |
| PLYMPlymouth Industrial REIT, Inc. | COM | 48 | $1,054 | <0.1% | 歷史 |
| JBIJanus International Group, Inc. | COMMON STOCK | 102 | $664 | <0.1% | 歷史 |
| CBNKCapital Bancorp Inc | COM | 3 | $96 | <0.1% | 歷史 |
| WOLFWolfspeed, Inc. | COMMON STOCK | 1 | $17 | <0.1% | 歷史 |