Acorns Advisers, LLC
- SEC CIK
- 0001701879
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31,2026/5/14 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 105
- 較 2025 年第 4 季 0
- 總值
- $134.5 億
- 較 2025 年第 4 季 +$1.33 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 | 9,608,371 | $57.4 億 | 42.7% | +425,166+4.6% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 36,473,678 | $31.6 億 | 23.5% | −149,747−0.4% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,469,227 | $13.4 億 | 9.9% | +287,768+2.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,833,265 | $9.34 億 | 6.9% | +181,136+1.3% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 11,821,596 | $5.73 億 | 4.3% | +266,815+2.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,636,427 | $4.52 億 | 3.4% | +26,582+0.7% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,652,397 | $3.75 億 | 2.8% | +86,575+3.4% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,578,342 | $1.51 億 | 1.1% | −14,617−0.9% | 減碼 | – |
| ProShares Bitcoin ETF74347G440 | ETF | 7,796,095 | $7,258 萬 | 0.5% | +1,521,496+24.2% | 加碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 451,156 | $5,960 萬 | 0.4% | +12,448+2.8% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,215,383 | $5,526 萬 | 0.4% | −32,687−2.6% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,066,602 | $5,398 萬 | 0.4% | +59,026+5.9% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 1,062,906 | $5,380 萬 | 0.4% | +46,906+4.6% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 536,466 | $5,375 萬 | 0.4% | +25,066+4.9% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 486,564 | $5,371 萬 | 0.4% | +19,520+4.2% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 585,347 | $5,364 萬 | 0.4% | +22,387+4.0% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 641,249 | $3,015 萬 | 0.2% | −7,593−1.2% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,201,622 | $2,753 萬 | 0.2% | +2,329+0.2% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 276,788 | $2,628 萬 | 0.2% | +130.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 143,343 | $2,500 萬 | 0.2% | +14,144+10.9% | 加碼 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 1,028,616 | $2,380 萬 | 0.2% | +7,673+0.8% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 201,237 | $1,662 萬 | 0.1% | +305+0.2% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 660,178 | $1,655 萬 | 0.1% | +2,555+0.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 33,833 | $1,258 萬 | 0.1% | +3,540+11.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 40,524 | $1,029 萬 | 0.1% | +3,866+10.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 44,897 | $935.1 萬 | 0.1% | +6,937+18.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,543 | $538.3 萬 | <0.1% | +3,099+27.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 36,868 | $490.0 萬 | <0.1% | +4,509+13.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 6,243 | $357.2 萬 | <0.1% | +1,263+25.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 16,077 | $327.1 萬 | <0.1% | +1,318+8.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,999 | $286.8 萬 | <0.1% | +1,167+13.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,379 | $269.7 萬 | <0.1% | +2,039+27.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,309 | $254.4 萬 | <0.1% | +380+7.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,550 | $233.7 萬 | <0.1% | +1,398+22.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,189 | $218.1 萬 | <0.1% | +115+5.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 37,522 | $212.7 萬 | <0.1% | +4,936+15.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,296 | $211.2 萬 | <0.1% | +317+16.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,283 | $208.4 萬 | <0.1% | +1,421+13.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 9,053 | $187.3 萬 | <0.1% | +3,001+49.6% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,030 | $177.2 萬 | <0.1% | +74+3.8% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 27,553 | $168.8 萬 | <0.1% | +2,946+12.0% | 加碼 | – |
| NFLXNetflix Inc | Stock | 17,121 | $164.6 萬 | <0.1% | +4,228+32.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 13,004 | $161.6 萬 | <0.1% | +1,001+8.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 27,756 | $122.5 萬 | <0.1% | −1,857−6.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 15,240 | $115.9 萬 | <0.1% | +2,457+19.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,862 | $115.7 萬 | <0.1% | +2,144+37.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,585 | $112.3 萬 | <0.1% | +133+9.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,815 | $109.7 萬 | <0.1% | +235+14.9% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,715 | $105.4 萬 | <0.1% | +347+10.3% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 18,787 | $92.8 萬 | <0.1% | +2,925+18.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,542 | $83.6 萬 | <0.1% | +231+10.0% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 836 | $80.4 萬 | <0.1% | +128+18.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,694 | $79.2 萬 | <0.1% | +526+24.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,928 | $79.2 萬 | <0.1% | +576+24.5% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,975 | $72.9 萬 | <0.1% | +589+13.4% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,252 | $70.0 萬 | <0.1% | +210+10.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,685 | $65.6 萬 | <0.1% | +246+10.1% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 13,998 | $64.2 萬 | <0.1% | +2,065+17.3% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 6,616 | $59.3 萬 | <0.1% | +20+0.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,928 | $58.3 萬 | <0.1% | +93+3.3% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 4,326 | $57.2 萬 | <0.1% | +289+7.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,344 | $56.8 萬 | <0.1% | +491+26.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,728 | $55.2 萬 | <0.1% | +920+19.1% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,364 | $54.4 萬 | <0.1% | +494+17.2% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 3,927 | $51.4 萬 | <0.1% | +395+11.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 9,596 | $50.7 萬 | <0.1% | +1,441+17.7% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,860 | $49.4 萬 | <0.1% | +229+8.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,559 | $47.1 萬 | <0.1% | +227+17.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 16,544 | $46.5 萬 | <0.1% | +946+6.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,532 | $46.3 萬 | <0.1% | +391+34.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 2,280 | $44.0 萬 | <0.1% | +473+26.2% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 3,758 | $41.7 萬 | <0.1% | +394+11.7% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 4,190 | $41.2 萬 | <0.1% | +326+8.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,440 | $41.2 萬 | <0.1% | +222+5.3% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 965 | $41.0 萬 | <0.1% | +195+25.3% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 697 | $39.3 萬 | <0.1% | +9+1.3% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 2,876 | $38.0 萬 | <0.1% | +296+11.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,112 | $38.0 萬 | <0.1% | +38+3.5% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 3,818 | $36.9 萬 | <0.1% | +7+0.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,664 | $36.2 萬 | <0.1% | +201+13.7% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 4,111 | $33.7 萬 | <0.1% | +648+18.7% | 加碼 | – |
| TAT&T Inc. | Stock | 11,375 | $33.0 萬 | <0.1% | −100−0.9% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,735 | $32.4 萬 | <0.1% | +413+31.2% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 6,451 | $32.2 萬 | <0.1% | +637+11.0% | 加碼 | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 12,178 | $32.2 萬 | <0.1% | +1,528+14.3% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 4,109 | $31.9 萬 | <0.1% | +511+14.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 373 | $31.6 萬 | <0.1% | +69+22.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,079 | $30.0 萬 | <0.1% | +238+12.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,479 | $29.8 萬 | <0.1% | +40+1.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,251 | $29.0 萬 | <0.1% | +562+33.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,760 | $28.9 萬 | <0.1% | +453+8.5% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 67 | $28.2 萬 | <0.1% | +8+13.6% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 587 | $27.1 萬 | <0.1% | +96+19.6% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 4,027 | $26.6 萬 | <0.1% | +125+3.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,632 | $25.3 萬 | <0.1% | +94+6.1% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,691 | $25.3 萬 | <0.1% | +511+23.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,057 | $25.0 萬 | <0.1% | +70+7.1% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,409 | $24.5 萬 | <0.1% | +406+13.5% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,043 | $23.5 萬 | <0.1% | +2,043 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 946 | $23.0 萬 | <0.1% | +198+26.5% | 加碼 | 歷史 |
2025 年第 4 季之後清倉(1 檔)
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPDR Series Trust78464A714 | ST STR SP RETAIL | 3,458 | $29.5 萬 | <0.1% | – |