Acorns Advisers, LLC
- SEC CIK
- 0001701879
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 85
- 較 2025 年第 1 季 +12
- 總值
- $116.5 億
- 較 2025 年第 1 季 +$12.3 億 (+11.8%)
| 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 | 8,847,296 | $50.3 億 | 43.1% | +399,718+4.7% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 34,979,618 | $27.0 億 | 23.2% | +1,138,600+3.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,764,517 | $11.7 億 | 10.0% | −749,255−6.0% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,540,574 | $7.78 億 | 6.7% | +1,356,941+12.1% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 10,198,998 | $4.96 億 | 4.3% | −723,895−6.6% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,347,838 | $3.66 億 | 3.1% | +461,062+16.0% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,525,401 | $3.42 億 | 2.9% | +124,793+5.2% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,516,142 | $1.35 億 | 1.2% | +59,480+4.1% | 加碼 | – |
| ProShares Bitcoin ETF74347G440 | ETF | 3,928,302 | $8,450 萬 | 0.7% | +258,155+7.0% | 加碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 426,341 | $5,404 萬 | 0.5% | +44,163+11.6% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 449,639 | $4,965 萬 | 0.4% | +2,877+0.6% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 495,627 | $4,964 萬 | 0.4% | +2,841+0.6% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 540,874 | $4,961 萬 | 0.4% | +2,634+0.5% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 975,829 | $4,946 萬 | 0.4% | +3,648+0.4% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 975,055 | $4,945 萬 | 0.4% | +4,005+0.4% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,239,058 | $4,853 萬 | 0.4% | +48,167+4.0% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 623,935 | $2,579 萬 | 0.2% | +88,260+16.5% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,084,912 | $2,493 萬 | 0.2% | −171,036−13.6% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 253,551 | $2,381 萬 | 0.2% | −41,157−14.0% | 減碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 926,699 | $2,153 萬 | 0.2% | −139,854−13.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 103,459 | $1,635 萬 | 0.1% | +9,856+10.5% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 179,830 | $1,490 萬 | 0.1% | −27,571−13.3% | 減碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 588,958 | $1,482 萬 | 0.1% | −95,439−13.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 27,844 | $884.5 萬 | 0.1% | +3,501+14.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 32,632 | $669.5 萬 | 0.1% | +6,847+26.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 29,279 | $642.4 萬 | 0.1% | +4,501+18.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,526 | $424.1 萬 | <0.1% | +601+7.6% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10,903 | $276.1 萬 | <0.1% | +1,662+18.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,046 | $224.8 萬 | <0.1% | +419+15.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,659 | $177.7 萬 | <0.1% | +627+20.7% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,391 | $175.8 萬 | <0.1% | +1,859+17.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,997 | $141.9 萬 | <0.1% | +1,111+16.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,395 | $138.1 萬 | <0.1% | +164+13.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,904 | $135.2 萬 | <0.1% | +720+17.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 22,334 | $127.0 萬 | <0.1% | +6,196+38.4% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,605 | $125.1 萬 | <0.1% | +366+29.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,765 | $101.6 萬 | <0.1% | +939+19.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,935 | $96.3 萬 | <0.1% | +1,929+27.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,136 | $89.3 萬 | <0.1% | +880+10.7% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 664 | $88.9 萬 | <0.1% | +42+6.8% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,582 | $83.7 萬 | <0.1% | +103+7.0% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,098 | $77.2 萬 | <0.1% | +2,077+29.6% | 加碼 | – |
| ORCLOracle Corp | Stock | 3,252 | $71.1 萬 | <0.1% | +542+20.0% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,616 | $67.3 萬 | <0.1% | +415+18.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,557 | $65.3 萬 | <0.1% | +1,315+40.6% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 29,118 | $65.2 萬 | <0.1% | +6,178+26.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,745 | $64.0 萬 | <0.1% | +253+17.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 8,744 | $61.9 萬 | <0.1% | +976+12.6% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 10,978 | $57.5 萬 | <0.1% | +2,594+30.9% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 498 | $52.3 萬 | <0.1% | +72+16.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,152 | $51.5 萬 | <0.1% | +194+4.9% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,422 | $50.7 萬 | <0.1% | +329+15.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,090 | $50.5 萬 | <0.1% | +214+24.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 6,577 | $46.7 萬 | <0.1% | +1,731+35.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,195 | $46.4 萬 | <0.1% | +186+18.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,592 | $46.2 萬 | <0.1% | +45+2.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,571 | $45.9 萬 | <0.1% | +352+28.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,948 | $45.3 萬 | <0.1% | +1,278+34.8% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,197 | $43.1 萬 | <0.1% | +666+26.3% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 1,315 | $38.8 萬 | <0.1% | +184+16.3% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,746 | $38.6 萬 | <0.1% | +345+24.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,034 | $36.7 萬 | <0.1% | +136+15.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,174 | $36.6 萬 | <0.1% | +627+114.6% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,333 | $35.0 萬 | <0.1% | +869+35.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,027 | $31.0 萬 | <0.1% | +441+27.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 966 | $30.8 萬 | <0.1% | +90+10.3% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 583 | $30.7 萬 | <0.1% | +91+18.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 12,503 | $30.3 萬 | <0.1% | +3,087+32.8% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,465 | $29.1 萬 | <0.1% | +680+38.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 10,053 | $29.1 萬 | <0.1% | +117+1.2% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,558 | $29.1 萬 | <0.1% | +773+27.8% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 1,062 | $29.0 萬 | <0.1% | +193+22.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,819 | $28.5 萬 | <0.1% | +732+35.1% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,492 | $27.0 萬 | <0.1% | +2,492 | 新進 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,779 | $26.2 萬 | <0.1% | +1,779 | 新進 | – |
| SOSouthern Co | Stock | 2,685 | $24.7 萬 | <0.1% | +2,685 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 3,504 | $24.3 萬 | <0.1% | +3,504 | 新進 | 歷史 |
| DEDeere & Co | Stock | 465 | $23.6 萬 | <0.1% | +465 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,471 | $23.4 萬 | <0.1% | +1,471 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,162 | $21.6 萬 | <0.1% | +1,162 | 新進 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 37 | $21.4 萬 | <0.1% | +37 | 新進 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 8,677 | $21.1 萬 | <0.1% | +8,677 | 新進 | – |
| NOWServiceNow, Inc. | Stock | 202 | $20.8 萬 | <0.1% | +202 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 383 | $20.8 萬 | <0.1% | +383 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 527 | $20.4 萬 | <0.1% | +527 | 新進 | 歷史 |