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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。

機構總覽
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%)
申報日
2026/5/14
SEC
Acorns Advisers, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard S&P 500 ETF922908363ETF9,608,371$57.4 億42.7%+425,166+4.6%加碼–
iShares Core MSCI Total International Stock ETF46432F834ETF36,473,678$31.6 億23.5%−149,747−0.4%減碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF13,469,227$13.4 億9.9%+287,768+2.2%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF13,833,265$9.34 億6.9%+181,136+1.3%加碼–
iShares Tr46432F859CORE 1 5 YR USD11,821,596$5.73 億4.3%+266,815+2.3%加碼–
iShares Core S&P Small Cap ETF464287804ETF3,636,427$4.52 億3.4%+26,582+0.7%加碼–
iShares Tr46435G425ESG AWR MSCI USA2,652,397$3.75 億2.8%+86,575+3.4%加碼–
iShares Tr46435G516ESG AW MSCI EAFE1,578,342$1.51 億1.1%−14,617−0.9%減碼–
ProShares Bitcoin ETF74347G440ETF7,796,095$7,258 萬0.5%+1,521,496+24.2%加碼–
iShares Tr464288802ESG OPTIMIZED451,156$5,960 萬0.4%+12,448+2.8%加碼–
iShares Inc46434G863ESG AWR MSCI EM1,215,383$5,526 萬0.4%−32,687−2.6%減碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF1,066,602$5,398 萬0.4%+59,026+5.9%加碼–
iShares Tr46434V878ULTRA SHORT DUR1,062,906$5,380 萬0.4%+46,906+4.6%加碼–
Goldman Sachs ETF Tr381430529ACCES TREASURY536,466$5,375 萬0.4%+25,066+4.9%加碼–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF486,564$5,371 萬0.4%+19,520+4.2%加碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF585,347$5,364 萬0.4%+22,387+4.0%加碼–
iShares Tr46435U663ESG AWARE MSCI641,249$3,015 萬0.2%−7,593−1.2%減碼–
iShares U.S. Treasury Bond ETF46429B267ETF1,201,622$2,753 萬0.2%+2,329+0.2%加碼–
iShares Tr464288588MBS ETF276,788$2,628 萬0.2%+130.0%加碼–
NVDANVIDIA CorpStock143,343$2,500 萬0.2%+14,144+10.9%加碼歷史
iShares Tr46435G193ESG AWRE USD ETF1,028,616$2,380 萬0.2%+7,673+0.8%加碼–
iShares Tr4642874571 3 YR TREAS BD201,237$1,662 萬0.1%+305+0.2%加碼–
iShares Tr46435G243ESG AWRE 1 5 YR660,178$1,655 萬0.1%+2,555+0.4%加碼–
TSLATesla, Inc.Stock33,833$1,258 萬0.1%+3,540+11.7%加碼歷史
AAPLApple Inc.Stock40,524$1,029 萬0.1%+3,866+10.5%加碼歷史
AMZNAmazon Com IncStock44,897$935.1 萬0.1%+6,937+18.3%加碼歷史
MSFTMicrosoft CorpStock14,543$538.3 萬<0.1%+3,099+27.1%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF36,868$490.0 萬<0.1%+4,509+13.9%加碼–
METAMeta Platforms, Inc.Stock6,243$357.2 萬<0.1%+1,263+25.4%加碼歷史
AMDAdvanced Micro Devices IncStock16,077$327.1 萬<0.1%+1,318+8.9%加碼歷史
GOOGAlphabet Inc.Stock9,999$286.8 萬<0.1%+1,167+13.2%加碼歷史
GOOGLAlphabet Inc.Stock9,379$269.7 萬<0.1%+2,039+27.8%加碼歷史
BRK.BBerkshire Hathaway IncStock5,309$254.4 萬<0.1%+380+7.7%加碼歷史
AVGOBroadcom Inc.Stock7,550$233.7 萬<0.1%+1,398+22.7%加碼歷史
COSTCostco Wholesale CorpStock2,189$218.1 萬<0.1%+115+5.5%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM37,522$212.7 萬<0.1%+4,936+15.1%加碼–
LLYEli Lilly & CoStock2,296$211.2 萬<0.1%+317+16.0%加碼歷史
XOMExxonMobil Holdings CorpCOM12,283$208.4 萬<0.1%+1,421+13.1%加碼歷史
CVXChevron CorpStock9,053$187.3 萬<0.1%+3,001+49.6%加碼歷史
GEVGE Vernova Inc.Stock2,030$177.2 萬<0.1%+74+3.8%加碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF27,553$168.8 萬<0.1%+2,946+12.0%加碼–
NFLXNetflix IncStock17,121$164.6 萬<0.1%+4,228+32.8%加碼歷史
WMTWalmart Inc.Stock13,004$161.6 萬<0.1%+1,001+8.3%加碼歷史
INTCIntel CorpStock27,756$122.5 萬<0.1%−1,857−6.3%減碼歷史
KOCoca Cola CoStock15,240$115.9 萬<0.1%+2,457+19.2%加碼歷史
ORCLOracle CorpStock7,862$115.7 萬<0.1%+2,144+37.5%加碼歷史
CATCaterpillar IncStock1,585$112.3 萬<0.1%+133+9.2%加碼歷史
LMTLockheed Martin CorpStock1,815$109.7 萬<0.1%+235+14.9%加碼歷史
GEGeneral Electric CoStock3,715$105.4 萬<0.1%+347+10.3%加碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF18,787$92.8 萬<0.1%+2,925+18.4%加碼–
HDHome Depot, Inc.Stock2,542$83.6 萬<0.1%+231+10.0%加碼歷史
BLKBlackRock, Inc.Stock836$80.4 萬<0.1%+128+18.1%加碼歷史
JPMJPMorgan Chase & CoStock2,694$79.2 萬<0.1%+526+24.3%加碼歷史
UNHUnitedHealth Group IncStock2,928$79.2 萬<0.1%+576+24.5%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF4,975$72.9 萬<0.1%+589+13.4%加碼–
MCDMcDonalds CorpStock2,252$70.0 萬<0.1%+210+10.3%加碼歷史
JNJJohnson & JohnsonStock2,685$65.6 萬<0.1%+246+10.1%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF13,998$64.2 萬<0.1%+2,065+17.3%加碼–
SBUXStarbucks CorpStock6,616$59.3 萬<0.1%+20+0.3%加碼歷史
BABoeing CoStock2,928$58.3 萬<0.1%+93+3.3%加碼歷史
PLDPrologis, Inc.REIT4,326$57.2 萬<0.1%+289+7.2%加碼歷史
IBMInternational Business Machines CorpStock2,344$56.8 萬<0.1%+491+26.5%加碼歷史
DISWalt Disney CoStock5,728$55.2 萬<0.1%+920+19.1%加碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF3,364$54.4 萬<0.1%+494+17.2%加碼–
DUKDuke Energy CORPStock3,927$51.4 萬<0.1%+395+11.2%加碼歷史
NKENIKE, Inc.Stock9,596$50.7 萬<0.1%+1,441+17.7%加碼歷史
AMTAmerican Tower CorpREIT2,860$49.4 萬<0.1%+229+8.7%加碼歷史
VVisa Inc.Stock1,559$47.1 萬<0.1%+227+17.0%加碼歷史
PFEPfizer IncStock16,544$46.5 萬<0.1%+946+6.1%加碼歷史
AXPAmerican Express CoStock1,532$46.3 萬<0.1%+391+34.3%加碼歷史
RTXRTX CorpStock2,280$44.0 萬<0.1%+473+26.2%加碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF3,758$41.7 萬<0.1%+394+11.7%加碼–
UPSUnited Parcel Service IncStock4,190$41.2 萬<0.1%+326+8.4%加碼歷史
NEENextera Energy IncStock4,440$41.2 萬<0.1%+222+5.3%加碼歷史
SPGIS&P Global Inc.Stock965$41.0 萬<0.1%+195+25.3%加碼歷史
DEDeere & CoStock697$39.3 萬<0.1%+9+1.3%加碼歷史
COPConocoPhillipsStock2,876$38.0 萬<0.1%+296+11.5%加碼歷史
AMATApplied Materials IncStock1,112$38.0 萬<0.1%+38+3.5%加碼歷史
SOSouthern CoStock3,818$36.9 萬<0.1%+7+0.2%加碼歷史
ABBVAbbVie Inc.Stock1,664$36.2 萬<0.1%+201+13.7%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF4,111$33.7 萬<0.1%+648+18.7%加碼–
TAT&T Inc.Stock11,375$33.0 萬<0.1%−100−0.9%減碼歷史
CRMSalesforce, Inc.Stock1,735$32.4 萬<0.1%+413+31.2%加碼歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF6,451$32.2 萬<0.1%+637+11.0%加碼–
ARK ETF Tr00214Q302GENOMIC REV ETF12,178$32.2 萬<0.1%+1,528+14.3%加碼–
CSCOCisco Systems, Inc.Stock4,109$31.9 萬<0.1%+511+14.2%加碼歷史
GSGoldman Sachs Group IncStock373$31.6 萬<0.1%+69+22.7%加碼歷史
PGProcter & Gamble CoStock2,079$30.0 萬<0.1%+238+12.9%加碼歷史
MRKMerck & Co., Inc.Stock2,479$29.8 萬<0.1%+40+1.6%加碼歷史
QCOMQualcomm IncStock2,251$29.0 萬<0.1%+562+33.3%加碼歷史
VZVerizon Communications IncStock5,760$28.9 萬<0.1%+453+8.5%加碼歷史
BKNGBooking Holdings Inc.Stock67$28.2 萬<0.1%+8+13.6%加碼歷史
ISRGIntuitive Surgical IncCOM NEW587$27.1 萬<0.1%+96+19.6%加碼歷史
MOAltria Group, Inc.Stock4,027$26.6 萬<0.1%+125+3.2%加碼歷史
PEPPepsiCo IncStock1,632$25.3 萬<0.1%+94+6.1%加碼歷史
SCHWSchwab Charles CorpStock2,691$25.3 萬<0.1%+511+23.4%加碼歷史
LOWLowes Companies IncStock1,057$25.0 萬<0.1%+70+7.1%加碼歷史
CVSCVS Health CorpStock3,409$24.5 萬<0.1%+406+13.5%加碼歷史
BXBlackstone Inc.COM2,043$23.5 萬<0.1%+2,043新進歷史
ADBEAdobe Inc.Stock946$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。

Acorns Advisers, LLC 在 2025 年第 4 季之後清倉的部位
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 Trust78464A714ST STR SP RETAIL3,458$29.5 萬<0.1%–