Westfuller Advisors, LLC
- SEC CIK
- 0002024115
- 最新申報
- 2026/7/29
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/29 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 765
- 較 2026 年第 1 季 +9
- 總值
- $2.75 億
- 較 2026 年第 1 季 +$4,302 萬 (+18.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 16,094 | $1,205 萬 | 4.4% | +13,087+435.2% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 439,520 | $1,001 萬 | 3.6% | +62,106+16.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 33,909 | $981.2 萬 | 3.6% | +4,596+15.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 13,758 | $944.9 萬 | 3.4% | −299−2.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 43,871 | $877.8 萬 | 3.2% | +388+0.9% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 60,500 | $773.3 萬 | 2.8% | +60,480+302,400.0% | 加碼 | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 313,124 | $693.1 萬 | 2.5% | −3,909−1.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 28,647 | $682.8 萬 | 2.5% | +962+3.5% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 80,589 | $663.6 萬 | 2.4% | +16,131+25.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 66,104 | $638.4 萬 | 2.3% | +1,156+1.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 62,578 | $619.4 萬 | 2.3% | +12,674+25.4% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 42,011 | $555.5 萬 | 2.0% | +16,151+62.5% | 加碼 | – |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 50,220 | $474.4 萬 | 1.7% | +42,770+574.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 13,355 | $471.9 萬 | 1.7% | +4,069+43.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,205 | $436.2 萬 | 1.6% | +1,948+19.0% | 加碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 91,000 | $431.4 萬 | 1.6% | +42,275+86.8% | 加碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 69,572 | $401.0 萬 | 1.5% | +508+0.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,103 | $382.1 萬 | 1.4% | +112+2.2% | 加碼 | – |
| Impact Shs FDS I Tr45259A100 | YWCA WOMENS ETF | 85,395 | $362.1 萬 | 1.3% | −1,480−1.7% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 28,159 | $350.4 萬 | 1.3% | +24,867+755.4% | 加碼 | – |
| Ea Series Trust02072L151 | STAN SU BETA ETF | 104,651 | $347.5 萬 | 1.3% | −7,096−6.4% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 9,354 | $344.6 萬 | 1.3% | −136−1.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,159 | $341.7 萬 | 1.2% | +3,091+50.9% | 加碼 | 歷史 |
| Tidal Trust I886364876 | ADASINA SOCIAL | 148,136 | $338.9 萬 | 1.2% | +9,069+6.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,590 | $338.4 萬 | 1.2% | −226−4.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 10,306 | $337.4 萬 | 1.2% | +2,559+33.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,385 | $319.5 萬 | 1.2% | +334+5.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,743 | $292.5 萬 | 1.1% | +119+1.6% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 36,374 | $283.4 萬 | 1.0% | +963+2.7% | 加碼 | – |
| LRCXLam Research Corp | Stock | 6,468 | $280.5 萬 | 1.0% | −376−5.5% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 35,449 | $271.9 萬 | 1.0% | −567−1.6% | 減碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 32,125 | $271.8 萬 | 1.0% | −254−0.8% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 10,413 | $264.5 萬 | 1.0% | +2,979+40.1% | 加碼 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 50,276 | $262.0 萬 | 1.0% | +13,595+37.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,096 | $251.4 萬 | 0.9% | −67−3.1% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 32,935 | $249.6 萬 | 0.9% | +862+2.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,290 | $232.7 萬 | 0.8% | +18+0.3% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 26,542 | $226.9 萬 | 0.8% | +117+0.4% | 加碼 | – |
| iShares Tr46436E270 | ENVIR AWR RL EST | 70,937 | $205.1 萬 | 0.7% | +17,156+31.9% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,971 | $199.4 萬 | 0.7% | +2+0.1% | 加碼 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 20,921 | $184.0 萬 | 0.7% | +278+1.3% | 加碼 | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 44,826 | $179.3 萬 | 0.7% | +9,661+27.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,158 | $175.9 萬 | 0.6% | +214+4.3% | 加碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 32,358 | $174.4 萬 | 0.6% | −5,333−14.1% | 減碼 | – |
| Tidal Trust III45259A209 | NAACP MINO ETF | 27,676 | $168.3 萬 | 0.6% | +1,526+5.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 22,967 | $166.0 萬 | 0.6% | +61+0.3% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 19,090 | $159.9 萬 | 0.6% | −104−0.5% | 減碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 33,553 | $157.1 萬 | 0.6% | −28−0.1% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 9,594 | $151.6 萬 | 0.6% | −1,648−14.7% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 5,514 | $150.0 萬 | 0.5% | +468+9.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 12,729 | $143.7 萬 | 0.5% | −2,073−14.0% | 減碼 | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 31,661 | $134.4 萬 | 0.5% | −157−0.5% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,444 | $134.0 萬 | 0.5% | −608−10.0% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 4,702 | $132.2 萬 | 0.5% | +17+0.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,292 | $120.8 萬 | 0.4% | +276+27.2% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 11,787 | $120.4 萬 | 0.4% | +574+5.1% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,952 | $118.7 萬 | 0.4% | +937+31.1% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 22,744 | $110.1 萬 | 0.4% | +156+0.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,408 | $109.8 萬 | 0.4% | +7,559+96.3% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,800 | $104.6 萬 | 0.4% | +1,326+279.7% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,069 | $103.8 萬 | 0.4% | −39−1.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,755 | $98.8 萬 | 0.4% | +15+0.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,754 | $94.6 萬 | 0.3% | +467+5.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,654 | $90.1 萬 | 0.3% | +486+7.9% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 9,339 | $90.1 萬 | 0.3% | −243−2.5% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 26,782 | $89.6 萬 | 0.3% | −1,428−5.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 7,119 | $86.4 萬 | 0.3% | +100+1.4% | 加碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,019 | $82.2 萬 | 0.3% | 00.0% | 不變 | – |
| BNYBank of New York Mellon Corp | Stock | 5,350 | $77.4 萬 | 0.3% | −433−7.5% | 減碼 | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 29,839 | $74.6 萬 | 0.3% | −7,360−19.8% | 減碼 | – |
| VVisa Inc. | Stock | 2,172 | $74.5 萬 | 0.3% | +680+45.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,818 | $72.2 萬 | 0.3% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| CSCOCisco Systems, Inc. | Stock | 6,106 | $71.7 萬 | 0.3% | +348+6.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,451 | $69.4 萬 | 0.3% | +12+0.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,374 | $69.0 萬 | 0.3% | +33+2.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 950 | $68.7 萬 | 0.3% | −117−11.0% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 13,208 | $68.4 萬 | 0.2% | +490+3.9% | 加碼 | – |
| MUMicron Technology Inc | Stock | 540 | $62.4 萬 | 0.2% | −4−0.7% | 減碼 | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 22,980 | $62.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 6,484 | $59.4 萬 | 0.2% | +33+0.5% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 2,330 | $58.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,761 | $58.4 萬 | 0.2% | +329+5.1% | 加碼 | – |
| MAMastercard Inc | Stock | 1,131 | $58.1 萬 | 0.2% | +41+3.8% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,203 | $53.4 萬 | 0.2% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| EDConsolidated Edison Inc | Stock | 4,829 | $53.4 萬 | 0.2% | +106+2.2% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,816 | $51.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 3,576 | $49.9 萬 | 0.2% | −529−12.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,370 | $48.3 萬 | 0.2% | +10+0.7% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 8,051 | $48.1 萬 | 0.2% | +3,070+61.6% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,362 | $45.3 萬 | 0.2% | +116+2.7% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 1,648 | $41.5 萬 | 0.2% | +1,105+203.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,554 | $40.2 萬 | 0.1% | +3,414+2,438.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,016 | $39.0 萬 | 0.1% | −45−1.5% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,204 | $37.9 萬 | 0.1% | −23−1.9% | 減碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 8,649 | $36.8 萬 | 0.1% | +8+0.1% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 14,937 | $36.7 萬 | 0.1% | −254−1.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,482 | $36.7 萬 | 0.1% | +2,474+123.2% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 942 | $36.3 萬 | 0.1% | +942 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 841 | $35.9 萬 | 0.1% | −2−0.2% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,049 | $35.8 萬 | 0.1% | −12−1.1% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（51 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 239,063 | $2,406 萬 | 10.4% | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 18,063 | $136.6 萬 | 0.6% | – |
| HONHoneywell International Inc | COM | 2,536 | $57.3 萬 | 0.2% | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 577 | $17.4 萬 | 0.1% | – |
| HUBSHubSpot Inc | COM | 347 | $8.47 萬 | <0.1% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 476 | $6.96 萬 | <0.1% | 歷史 |
| NXTNextpower Inc. | Stock | 550 | $6.63 萬 | <0.1% | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 65 | $2.35 萬 | <0.1% | – |
| Vanguard Industrials ETF92204A603 | ETF | 66 | $2.06 萬 | <0.1% | – |
| APPAppLovin Corp | COM CL A | 37 | $1.47 萬 | <0.1% | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 797 | $1.46 萬 | <0.1% | – |
| Vanguard Energy ETF92204A306 | ETF | 47 | $8,079 | <0.1% | – |
| AZOAutoZone Inc | COM | 2 | $6,756 | <0.1% | 歷史 |
| NVRNVR Inc | COM | 1 | $6,590 | <0.1% | 歷史 |
| PSXPhillips 66 | Stock | 35 | $6,393 | <0.1% | 歷史 |
| GDDYGoDaddy Inc. | CL A | 63 | $5,208 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 92 | $5,134 | <0.1% | 歷史 |
| CACICACI International Inc | CL A | 9 | $4,895 | <0.1% | 歷史 |
| PTCPTC Inc. | Stock | 29 | $4,132 | <0.1% | 歷史 |
| OTISOtis Worldwide Corp | Stock | 47 | $3,594 | <0.1% | 歷史 |
| ABATAmerican Battery Technology Co | COM NEW | 1,178 | $3,287 | <0.1% | 歷史 |
| MIDDMIDDLEBY Corp | COM | 24 | $3,182 | <0.1% | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 14 | $3,115 | <0.1% | – |
| ITGartner Inc | COM | 19 | $3,008 | <0.1% | 歷史 |
| TFXTeleflex Inc | COM | 22 | $2,624 | <0.1% | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 6 | $2,227 | <0.1% | 歷史 |
| PGNYProgyny, Inc. | COM | 131 | $2,225 | <0.1% | 歷史 |
| EBFEnnis, Inc. | COM | 98 | $2,091 | <0.1% | 歷史 |
| VODVodafone Group Public Ltd Co | ADR | 135 | $2,033 | <0.1% | 歷史 |
| BMOBank of Montreal | COM | 14 | $1,871 | <0.1% | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 13 | $1,733 | <0.1% | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 26 | $1,581 | <0.1% | 歷史 |
| RVTYRevvity, Inc. | COM | 16 | $1,402 | <0.1% | 歷史 |
| DTDynatrace, Inc. | Stock | 33 | $1,220 | <0.1% | 歷史 |
| GAPGap Inc | COM | 39 | $934 | <0.1% | 歷史 |
| iShares Tr464287184 | CHINA LG-CAP ETF | 25 | $907 | <0.1% | – |
| LULUlululemon athletica inc. | Stock | 5 | $766 | <0.1% | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 2 | $558 | <0.1% | 歷史 |
| VFCV F Corp | Stock | 28 | $475 | <0.1% | 歷史 |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 18 | $459 | <0.1% | 歷史 |
| NMINuveen Municipal Income Fund Inc | COM | 19 | $202 | <0.1% | 歷史 |
| MGFAberdeen Government Markets Income Fund | SH BEN INT | 59 | $172 | <0.1% | 歷史 |
| BHFBrighthouse Financial, Inc. | COM | 2 | $120 | <0.1% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 3 | $113 | <0.1% | 歷史 |
| THOThor Industries Inc | COM | 1 | $68 | <0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 1 | $59 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 4 | $22 | <0.1% | 歷史 |
| RCIRogers Communications Inc | CL B | 1 | $22 | <0.1% | 歷史 |
| CHGGChegg, Inc | COM | 15 | $11 | <0.1% | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 0 | $7 | <0.1% | 歷史 |
| INGING Groep NV | SPONSORED ADR | 0 | $1 | <0.1% | 歷史 |