Westfuller Advisors, LLC
CIK 2024115 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $219.9M
- 持仓
- 760
- 截至
- 2025年9月30日 数据截至 Q3 2025
按 13F 价值排名第 6134（共 9443） · 前 65.0%
投资组合价值同比（季度）：+25.3% 13F不披露现金
- 前十大持仓权重
- 30.78%
- 前二十五大持仓权重
- 52.52%
- 持仓高于 1%
- 28
- 有效持仓数量
- 66.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q3 2025: 15.11% 估计买入 $65627030 · 卖出 $29856632
中位数持有期：1.0 季度 跟踪时间 Q4 2024–Q3 2025 · 99.6% 仍持有
- 新仓位
- 647
- 增加
- 73
- 减少
- 25
- 已结清
- 1
本页内容
行业细分
Technology
13.3%
Retail
4.5%
Communication Services
4.5%
Health Care
3.3%
Financial Services
3.2%
Industrials
3.1%
Financials
1.8%
Consumer Discretionary
0.9%
Consumer Staples
0.9%
Materials
0.8%
Utilities
0.7%
Real Estate
0.5%
Communications
0.3%
Energy
0.3%
Diversified Consumer Services
0.1%
Consumer products
0.1%
Logistics & Transportation
0.1%
Telecommunication
0.1%
N/A
0.0%
Packaging
0.0%
其他/未映射
61.4%
完整投资组合 760 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | $9290192 | 4.23% | 92256 | $-15575398 | 下跌 ×1 | ||
| VOO | $8434997 | 3.84% | 13735 | $89112 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $7828527 | 3.56% | 30745 | $3523076 | 上涨 ×3 | ||
| NUBD | $6980581 | 3.18% | 310870 | $126379 | 上涨 ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6880002 | 3.13% | 31334 | $719957 | 上涨 ×3 | ||
| GOVT | $6134038 | 2.79% | 265313 | $3308132 | 上涨 ×3 | ||
| VSGX | $5998017 | 2.73% | 86464 | $-2356619 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $5962499 | 2.71% | 31955 | $2189074 | 上涨 ×1 | ||
| ESGV | $5667362 | 2.58% | 47850 | $-2658478 | 下跌 ×2 | ||
| IEFA | $4499644 | 2.05% | 51536 | $1893650 | 上涨 ×1 | ||
| GLD | $3872936 | 1.76% | 10895 | $853735 | 上涨 ×3 | ||
| EAGG | $3859172 | 1.76% | 80349 | $-3774865 | 下跌 ×2 | ||
| CMF | $3696098 | 1.68% | 64798 | $102954 | 上涨 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $3571993 | 1.62% | 6896 | $1616627 | 上涨 ×3 | ||
| WOMN | $3519546 | 1.60% | 86567 | $95016 | 上涨 ×3 | ||
| CHGX Stance Sustainable Beta ETF | $3294483 | 1.50% | 120660 | $-95381 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3269587 | 1.49% | 5440 | $352515 | 上涨 ×1 | ||
| BSV | $3268784 | 1.49% | 41424 | $204620 | 上涨 ×3 | ||
| BIV | $3171349 | 1.44% | 40611 | $-61258 | 下跌 ×1 | ||
| BRKB | $3104420 | 1.41% | 6175 | $1679657 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2740497 | 1.25% | 11252 | $1851198 | 上涨 ×3 | ||
| AGG | $2719884 | 1.24% | 27131 | $2025310 | 上涨 ×1 | ||
| JSTC | $2700307 | 1.23% | 132824 | $1479091 | 上涨 ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $2509392 | 1.14% | 7606 | $2294161 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2488807 | 1.13% | 10238 | $1358397 | 上涨 ×3 | ||
| IVV | $2425615 | 1.10% | 3624 | $900300 | 上涨 ×1 | ||
| DMXF iShares ESG Advanced MSCI EAFE ETF | $2372904 | 1.08% | 31330 | $40729 | |||
| DGRO | $2269261 | 1.03% | 33332 | $149584 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2137483 | 0.97% | 6776 | $807299 | 上涨 ×3 | ||
| VTI | $2049571 | 0.93% | 6228 | $153756 | 上涨 ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $1940727 | 0.88% | 41327 | $-219443 | 下跌 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $1856701 | 0.84% | 25275 | $118982 | 上涨 ×3 | ||
| SPY SPY | $1800704 | 0.82% | 2696 | $333673 | 上涨 ×3 | ||
| LLY Eli Lilly and Company Common Stock | $1772118 | 0.81% | 2323 | $531905 | 上涨 ×2 | ||
| IGRO | $1755206 | 0.80% | 22031 | $-44596 | 下跌 ×1 | ||
| JQUA | $1630569 | 0.74% | 25919 | $-113032 | 下跌 ×1 | ||
| NUSC | $1600188 | 0.73% | 36285 | $172313 | 上涨 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1599963 | 0.73% | 2009 | $807415 | 上涨 ×1 | ||
| VYM | $1526741 | 0.69% | 10832 | $-191075 | 下跌 ×1 | ||
| XMHQ | $1514230 | 0.69% | 14427 | $390006 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1379486 | 0.63% | 7440 | $832692 | 上涨 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $1374338 | 0.63% | 5814 | $561152 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1269938 | 0.58% | 1729 | $542648 | 上涨 ×3 | ||
| IAUM | $1252856 | 0.57% | 32542 | $515242 | 上涨 ×1 | ||
| NACP | $1246950 | 0.57% | 26150 | $103596 | |||
| LRCX Lam Research Corporation - Common Stock | $1228761 | 0.56% | 9159 | $352078 | 上涨 ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1090946 | 0.50% | 9528 | $330324 | 上涨 ×1 | ||
| NUEM | $1088325 | 0.50% | 30494 | $98670 | 上涨 ×3 | ||
| AXP American Express Company Common Stock | $1059047 | 0.48% | 3188 | $629025 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1057067 | 0.48% | 1142 | $340536 | 上涨 ×3 | ||
| SBUX Starbucks Corporation - Common Stock | $1042102 | 0.47% | 12318 | $30426 | 上涨 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $1016868 | 0.46% | 20559 | $21199 | 上涨 ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1014832 | 0.46% | 4984 | 上涨 ×1 | |||
| SPIB | $1013462 | 0.46% | 29904 | $16654 | 上涨 ×3 | ||
| VNQ | $994074 | 0.45% | 10874 | $248459 | 上涨 ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $967340 | 0.44% | 8755 | $613 | |||
| VXF | $936450 | 0.43% | 4473 | $-135034 | 下跌 ×2 | ||
| V Visa Inc. | $923918 | 0.42% | 2706 | $220803 | 上涨 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $873600 | 0.40% | 6220 | $378712 | 上涨 ×1 | ||
| VEU | $829831 | 0.38% | 11627 | $-130033 | 下跌 ×1 | ||
| NYF | $826777 | 0.38% | 15497 | $109727 | 上涨 ×3 | ||
| WMG Warner Music Group Corp. - Class A Common Stock | $782700 | 0.36% | 22980 | $156724 | |||
| IWM | $725746 | 0.33% | 2999 | $80277 | 上涨 ×3 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $724458 | 0.33% | 28623 | $10074 | 上涨 ×3 | ||
| TIP | $714882 | 0.33% | 6428 | $-6981 | 下跌 ×3 | ||
| NULG | $697486 | 0.32% | 7013 | $38574 | |||
| MA Mastercard Incorporated Common Stock | $684082 | 0.31% | 1203 | 上涨 ×1 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $668214 | 0.30% | 6133 | 上涨 ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $654493 | 0.30% | 1348 | $444780 | 上涨 ×1 | ||
| ERET iShares Environmentally Aware Real Estate ETF | $614634 | 0.28% | 22310 | $407253 | 上涨 ×1 | ||
| BIL | $605762 | 0.28% | 6602 | $-3722 | 下跌 ×2 | ||
| VTWO Vanguard Russell 2000 ETF | $595990 | 0.27% | 6093 | $131676 | 上涨 ×2 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $592918 | 0.27% | 6634 | $16287 | 上涨 ×3 | ||
| REGL | $543312 | 0.25% | 6366 | $26929 | 上涨 ×2 | ||
| IWF | $540695 | 0.25% | 1154 | 上涨 ×1 | |||
| VUG | $538092 | 0.24% | 1121 | $14481 | 下跌 ×1 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $525931 | 0.24% | 16739 | $53736 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $525741 | 0.24% | 1298 | 上涨 ×1 | |||
| HON Honeywell International Inc. - Common Stock | $496560 | 0.23% | 2359 | 上涨 ×1 | |||
| VGIT Vanguard Intermediate-Term Treasury ETF | $495841 | 0.23% | 8260 | $1336 | 下跌 ×1 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $487660 | 0.22% | 7272 | $243519 | 上涨 ×1 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $472563 | 0.21% | 2066 | 上涨 ×1 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $472365 | 0.21% | 5694 | $-15321 | 下跌 ×1 | ||
| ZS Zscaler, Inc. - Common Stock | $468668 | 0.21% | 1564 | 上涨 ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $463711 | 0.21% | 504 | 上涨 ×1 | |||
| IGV | $463481 | 0.21% | 4030 | $-13389 | 下跌 ×1 | ||
| INTU Intuit Inc. - Common Stock | $457964 | 0.21% | 671 | $190629 | 上涨 ×2 | ||
| IYW | $455993 | 0.21% | 2328 | $52718 | 上涨 ×3 | ||
| NFLX Netflix, Inc. - Common Stock | $445639 | 0.20% | 372 | 上涨 ×1 | |||
| VFH | $443590 | 0.20% | 3380 | $10232 | 下跌 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $434328 | 0.20% | 1551 | $89446 | 上涨 ×3 | ||
| ECL Ecolab Inc. Common Stock | $421407 | 0.19% | 1535 | $176494 | 上涨 ×1 | ||
| CB Chubb Limited Common Stock | $419163 | 0.19% | 1480 | 上涨 ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $416271 | 0.19% | 1411 | $209532 | 上涨 ×1 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $415823 | 0.19% | 1686 | $215198 | 上涨 ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $400081 | 0.18% | 5847 | $185890 | 上涨 ×1 | ||
| VEA | $396362 | 0.18% | 6615 | $21047 | 上涨 ×3 | ||
| SNPS Synopsys, Inc. - Common Stock | $395205 | 0.18% | 801 | 上涨 ×1 | |||
| VIG | $394707 | 0.18% | 1822 | $-27901 | 下跌 ×1 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $394639 | 0.18% | 5762 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| AAPL | $7828527 | 3.56% | 上涨 ×3 |
| NUBD | $6980581 | 3.18% | 上涨 ×3 |
| AMZN | $6880002 | 3.13% | 上涨 ×3 |
| GOVT | $6134038 | 2.79% | 上涨 ×3 |
| GLD | $3872936 | 1.76% | 上涨 ×3 |
| MSFT | $3571993 | 1.62% | 上涨 ×3 |
| WOMN | $3519546 | 1.60% | 上涨 ×3 |
| BSV | $3268784 | 1.49% | 上涨 ×3 |
| GOOG | $2740497 | 1.25% | 上涨 ×3 |
| GOOGL | $2488807 | 1.13% | 上涨 ×3 |
| JPM | $2137483 | 0.97% | 上涨 ×3 |
| VXUS | $1856701 | 0.84% | 上涨 ×3 |
| SPY | $1800704 | 0.82% | 上涨 ×3 |
| META | $1269938 | 0.58% | 上涨 ×3 |
| NUEM | $1088325 | 0.50% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| PANW | $1014832 | 4984 | 0.46% |
| MA | $684082 | 1203 | 0.31% |
| BK | $668214 | 6133 | 0.30% |
| IWF | $540695 | 1154 | 0.25% |
| HD | $525741 | 1298 | 0.24% |
| HON | $496560 | 2359 | 0.23% |
| NXPI | $472563 | 2066 | 0.21% |
| ZS | $468668 | 1564 | 0.21% |
| NOW | $463711 | 504 | 0.21% |
| NFLX | $445639 | 372 | 0.20% |
| CB | $419163 | 1480 | 0.19% |
| SNPS | $395205 | 801 | 0.18% |
| BN | $394639 | 5762 | 0.18% |
| ABT | $355669 | 2655 | 0.16% |
| MRK | $340781 | 4022 | 0.16% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| SGOV | 削减 | -155K | -$15.6M |
| EAGG | 削减 | -80K | -$3.8M |
| AAPL | 增持 | +10K | +$3.5M |
| GOVT | 增持 | +142K | +$3.3M |
| ESGV | 削减 | -28K | -$2.7M |
| VSGX | 削减 | -41K | -$2.4M |
| NVDA | 增持 | +8K | +$2.2M |
| AGG | 增持 | +20K | +$2.0M |
| IEFA | 增持 | +20K | +$1.9M |
| GOOG | 增持 | +6K | +$1.9M |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| VTV | 2025年3月31日 | 25900 | $4384911 | 不再跟踪 |
| CHGXXXXX | 2025年6月30日 | 83583 | $3078090 | 不再跟踪 |
| ESML | 2025年9月30日 | 44207 | $1827075 | 不再跟踪 |
| SPEM | 2025年3月31日 | 39088 | $1499825 | 不再跟踪 |
| USHY | 2025年3月31日 | 26460 | $973452 | 不再跟踪 |
| VBR | 2025年3月31日 | 2884 | $571625 | 不再跟踪 |
| TSLA | 2025年3月31日 | 678 | $273804 | 34.6% |
| IYC | 2025年3月31日 | 2567 | $246816 | 不再跟踪 |
| GS | 2025年3月31日 | 356 | $204045 | 87.5% |