Acorns Advisers, LLC
- SEC CIK
- 0001701879
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/20 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 73
- 較 2024 年第 4 季 +3
- 總值
- $104.3 億
- 較 2024 年第 4 季 +$1.08 億 (+1.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 8,447,578 | $43.4 億 | 41.6% | +299,526+3.7% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 33,841,018 | $23.6 億 | 22.7% | −325,289−1.0% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,513,772 | $12.4 億 | 11.9% | +278,699+2.3% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,183,633 | $6.53 億 | 6.3% | +457,152+4.3% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 10,922,893 | $5.28 億 | 5.1% | +194,526+1.8% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,886,776 | $3.02 億 | 2.9% | +146,075+5.3% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,400,608 | $2.93 億 | 2.8% | +88,833+3.8% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,456,662 | $1.19 億 | 1.1% | −39,388−2.6% | 減碼 | – |
| ProShares Bitcoin ETF74347G440 | ETF | 3,670,147 | $6,724 萬 | 0.6% | +511,032+16.2% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 538,240 | $4,937 萬 | 0.5% | +29,385+5.8% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 492,786 | $4,937 萬 | 0.5% | +30,687+6.6% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 446,762 | $4,935 萬 | 0.5% | +25,578+6.1% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 971,050 | $4,923 萬 | 0.5% | +51,570+5.6% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 972,181 | $4,922 萬 | 0.5% | +55,426+6.0% | 加碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 382,178 | $4,390 萬 | 0.4% | +9,364+2.5% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,190,891 | $4,162 萬 | 0.4% | −5,779−0.5% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,255,948 | $2,887 萬 | 0.3% | +18,340+1.5% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 294,708 | $2,764 萬 | 0.3% | +6,201+2.1% | 加碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 1,066,553 | $2,460 萬 | 0.2% | +22,826+2.2% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 535,675 | $2,058 萬 | 0.2% | +18,417+3.6% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 207,401 | $1,716 萬 | 0.2% | +586+0.3% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 684,397 | $1,710 萬 | 0.2% | +3,688+0.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 93,603 | $1,015 萬 | 0.1% | +17,983+23.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 24,343 | $630.9 萬 | 0.1% | +5,507+29.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 25,785 | $572.8 萬 | 0.1% | +4,104+18.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 24,778 | $471.4 萬 | <0.1% | +4,185+20.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,925 | $297.5 萬 | <0.1% | +1,256+18.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,241 | $190.8 萬 | <0.1% | +3,302+55.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,032 | $161.5 萬 | <0.1% | +144+5.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,627 | $151.4 萬 | <0.1% | +258+10.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,231 | $116.4 萬 | <0.1% | +156+14.5% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 10,532 | $108.2 萬 | <0.1% | +2,835+36.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,886 | $107.6 萬 | <0.1% | +1,103+19.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,239 | $102.3 萬 | <0.1% | +107+9.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,138 | $92.2 萬 | <0.1% | +3,125+24.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 7,006 | $83.3 萬 | <0.1% | +1,615+30.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,826 | $74.6 萬 | <0.1% | +814+20.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,256 | $72.5 萬 | <0.1% | +787+10.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,184 | $70.1 萬 | <0.1% | +818+24.3% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,021 | $65.6 萬 | <0.1% | +1,723+32.5% | 加碼 | – |
| NFLXNetflix Inc | Stock | 622 | $58.0 萬 | <0.1% | +39+6.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 7,768 | $55.6 萬 | <0.1% | +284+3.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,492 | $54.7 萬 | <0.1% | +322+27.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,242 | $54.2 萬 | <0.1% | +607+23.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 22,940 | $52.1 萬 | <0.1% | +2,025+9.7% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,479 | $45.2 萬 | <0.1% | +428+40.7% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,201 | $44.1 萬 | <0.1% | +106+5.1% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 8,384 | $41.8 萬 | <0.1% | +2,450+41.3% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 426 | $40.3 萬 | <0.1% | +48+12.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 876 | $39.1 萬 | <0.1% | +171+24.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,958 | $39.1 萬 | <0.1% | +132+3.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,219 | $38.1 萬 | <0.1% | +153+14.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,547 | $37.9 萬 | <0.1% | +100+6.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,710 | $37.9 萬 | <0.1% | +1,051+63.4% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,531 | $37.0 萬 | <0.1% | +318+14.4% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 3,670 | $36.0 萬 | <0.1% | +290+8.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,093 | $35.7 萬 | <0.1% | +329+18.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,009 | $33.3 萬 | <0.1% | +212+26.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 898 | $31.5 萬 | <0.1% | −21−2.3% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 4,846 | $30.8 萬 | <0.1% | +1,369+39.4% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,401 | $30.5 萬 | <0.1% | +289+26.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 547 | $28.6 萬 | <0.1% | +79+16.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 9,936 | $28.1 萬 | <0.1% | +404+4.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,131 | $28.1 萬 | <0.1% | +222+24.4% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,464 | $27.5 萬 | <0.1% | +479+24.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,586 | $26.3 萬 | <0.1% | +1,586 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 492 | $25.0 萬 | <0.1% | +80+19.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 9,416 | $23.9 萬 | <0.1% | +893+10.5% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 876 | $23.6 萬 | <0.1% | +117+15.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 869 | $23.3 萬 | <0.1% | +189+27.8% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,087 | $23.0 萬 | <0.1% | +458+28.1% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 2,785 | $22.0 萬 | <0.1% | +2,785 | 新進 | – |
| DUKDuke Energy CORP | Stock | 1,785 | $21.8 萬 | <0.1% | +1,785 | 新進 | 歷史 |