Acorns Advisers, LLC
- SEC CIK
- 0001701879
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30,2025/11/13 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 99
- 較 2025 年第 2 季 +14
- 總值
- $127.1 億
- 較 2025 年第 2 季 +$10.6 億 (+9.1%)
| 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 | 8,995,662 | $55.1 億 | 43.3% | +148,366+1.7% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 35,495,219 | $29.3 億 | 23.1% | +515,601+1.5% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,549,487 | $12.6 億 | 9.9% | +784,970+6.7% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,115,309 | $8.56 億 | 6.7% | +574,735+4.6% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 10,992,587 | $5.37 億 | 4.2% | +793,589+7.8% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,470,507 | $4.12 億 | 3.2% | +122,669+3.7% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,544,818 | $3.71 億 | 2.9% | +19,417+0.8% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,553,309 | $1.44 億 | 1.1% | +37,167+2.5% | 加碼 | – |
| ProShares Bitcoin ETF74347G440 | ETF | 4,576,226 | $9,006 萬 | 0.7% | +647,924+16.5% | 加碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 436,504 | $5,921 萬 | 0.5% | +10,163+2.4% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,231,111 | $5,346 萬 | 0.4% | −7,947−0.6% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 548,222 | $5,030 萬 | 0.4% | +7,348+1.4% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 453,970 | $5,016 萬 | 0.4% | +4,331+1.0% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 500,390 | $5,015 萬 | 0.4% | +4,763+1.0% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 988,139 | $5,015 萬 | 0.4% | +13,084+1.3% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 986,901 | $5,007 萬 | 0.4% | +11,072+1.1% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 634,691 | $2,861 萬 | 0.2% | +10,756+1.7% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,147,436 | $2,653 萬 | 0.2% | +62,524+5.8% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 266,578 | $2,537 萬 | 0.2% | +13,027+5.1% | 加碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 973,223 | $2,293 萬 | 0.2% | +46,524+5.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 113,758 | $2,123 萬 | 0.2% | +10,299+10.0% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 191,870 | $1,592 萬 | 0.1% | +12,040+6.7% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 625,111 | $1,582 萬 | 0.1% | +36,153+6.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 29,874 | $1,329 萬 | 0.1% | +2,030+7.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 35,419 | $901.9 萬 | 0.1% | +2,787+8.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 33,667 | $739.2 萬 | 0.1% | +4,388+15.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,755 | $505.3 萬 | <0.1% | +1,229+14.4% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,605 | $383.5 萬 | <0.1% | +2,702+24.8% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,674 | $269.8 萬 | <0.1% | +628+20.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 13,896 | $224.8 萬 | <0.1% | +1,505+12.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,281 | $215.2 萬 | <0.1% | +622+17.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,394 | $204.4 萬 | <0.1% | +397+5.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,466 | $180.3 萬 | <0.1% | +562+11.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 27,931 | $159.5 萬 | <0.1% | +5,597+25.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,710 | $158.3 萬 | <0.1% | +315+22.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,267 | $152.4 萬 | <0.1% | +502+8.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,996 | $152.3 萬 | <0.1% | +391+24.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,125 | $114.2 萬 | <0.1% | +1,190+13.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,998 | $112.4 萬 | <0.1% | +746+22.9% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,772 | $109.0 萬 | <0.1% | +190+12.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 10,325 | $106.4 萬 | <0.1% | +1,189+13.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 30,964 | $103.9 萬 | <0.1% | +1,846+6.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 852 | $102.1 萬 | <0.1% | +188+28.3% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,678 | $95.4 萬 | <0.1% | +1,580+17.4% | 加碼 | – |
| GEGeneral Electric Co | Stock | 3,027 | $91.1 萬 | <0.1% | +411+15.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 5,391 | $83.7 萬 | <0.1% | +834+18.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,883 | $76.3 萬 | <0.1% | +138+7.9% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 13,770 | $74.2 萬 | <0.1% | +2,792+25.4% | 加碼 | – |
| KOCoca Cola Co | Stock | 10,857 | $72.0 萬 | <0.1% | +2,113+24.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,371 | $68.4 萬 | <0.1% | +281+25.8% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 586 | $68.3 萬 | <0.1% | +88+17.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,915 | $66.1 萬 | <0.1% | +741+63.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,334 | $63.7 萬 | <0.1% | +139+11.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,874 | $59.1 萬 | <0.1% | +282+17.7% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,614 | $56.4 萬 | <0.1% | +192+7.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,799 | $54.7 萬 | <0.1% | +228+14.5% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,902 | $54.3 萬 | <0.1% | +705+22.1% | 加碼 | – |
| DISWalt Disney Co | Stock | 4,566 | $52.3 萬 | <0.1% | +414+10.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,096 | $51.6 萬 | <0.1% | +1,148+23.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 6,770 | $47.2 萬 | <0.1% | +193+2.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,647 | $46.5 萬 | <0.1% | +332+25.2% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,718 | $42.6 萬 | <0.1% | +385+11.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,214 | $42.6 萬 | <0.1% | +468+26.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,239 | $41.5 萬 | <0.1% | +212+10.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,207 | $41.2 萬 | <0.1% | +173+16.7% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,646 | $40.5 萬 | <0.1% | +1,088+30.6% | 加碼 | – |
| PFEPfizer Inc | Stock | 14,492 | $36.9 萬 | <0.1% | +1,989+15.9% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,955 | $36.6 萬 | <0.1% | +490+19.9% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,070 | $35.5 萬 | <0.1% | +104+10.8% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,297 | $35.4 萬 | <0.1% | +518+29.1% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 706 | $34.4 萬 | <0.1% | +123+21.1% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,823 | $33.4 萬 | <0.1% | +331+13.3% | 加碼 | – |
| TAT&T Inc. | Stock | 11,191 | $31.6 萬 | <0.1% | +1,138+11.3% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,749 | $31.3 萬 | <0.1% | +930+33.0% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 3,271 | $31.0 萬 | <0.1% | +586+21.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,060 | $30.6 萬 | <0.1% | +556+15.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,291 | $30.6 萬 | <0.1% | +229+21.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,314 | $30.4 萬 | <0.1% | +152+13.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 597 | $27.3 萬 | <0.1% | +132+28.4% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 49 | $26.5 萬 | <0.1% | +12+32.4% | 加碼 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 9,405 | $26.1 萬 | <0.1% | +728+8.4% | 加碼 | – |
| RTXRTX Corp | Stock | 1,534 | $25.7 萬 | <0.1% | +1,534 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,524 | $25.4 萬 | <0.1% | +53+3.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 2,940 | $25.3 萬 | <0.1% | +2,940 | 新進 | – |
| ADBEAdobe Inc. | Stock | 669 | $23.6 萬 | <0.1% | +142+26.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,498 | $23.0 萬 | <0.1% | +1,498 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,110 | $22.7 萬 | <0.1% | +1,110 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 3,377 | $22.3 萬 | <0.1% | +3,377 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 496 | $22.2 萬 | <0.1% | +113+29.5% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,799 | $21.9 萬 | <0.1% | +2,799 | 新進 | – |
| CVSCVS Health Corp | Stock | 2,884 | $21.7 萬 | <0.1% | +2,884 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 863 | $21.7 萬 | <0.1% | +863 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,150 | $21.6 萬 | <0.1% | +3,150 | 新進 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 2,389 | $21.4 萬 | <0.1% | +2,389 | 新進 | – |
| BACBank of America Corp | Stock | 4,139 | $21.4 萬 | <0.1% | +4,139 | 新進 | 歷史 |
| MMM3M Co | Stock | 1,365 | $21.2 萬 | <0.1% | +1,365 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 228 | $21.0 萬 | <0.1% | +26+12.9% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 2,212 | $20.9 萬 | <0.1% | +2,212 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,449 | $20.6 萬 | <0.1% | +2,449 | 新進 | 歷史 |