Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- 最新申報
- 2026/8/7
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/16 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 772
- 較 2021 年第 4 季 +10
- 總值
- $228.2 億
- 較 2021 年第 4 季 −$8.32 億 (−3.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Advisorshares Tr00768Y495 | PURE CANNABIS | 12,923 | $13.8 萬 | <0.1% | −496−3.7% | 減碼 | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 6,099 | $20.0 萬 | <0.1% | +6,099 | 新進 | – |
| CHEChemed Corp | COM | 395 | $20.0 萬 | <0.1% | −32−7.5% | 減碼 | 歷史 |
| NDSNNordson Corp | COM | 885 | $20.1 萬 | <0.1% | −234−20.9% | 減碼 | 歷史 |
| iShares Tr464288174 | GL TIMB FORE ETF | 2,268 | $20.2 萬 | <0.1% | +2,268 | 新進 | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 5,090 | $20.5 萬 | <0.1% | +5,090 | 新進 | – |
| SNVSynovus Financial Corp | COM NEW | 4,182 | $20.5 萬 | <0.1% | −440−9.5% | 減碼 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 3,290 | $20.6 萬 | <0.1% | +3,290 | 新進 | – |
| Global X FDS37950E549 | GLB X SUPERDIV | 18,013 | $20.6 萬 | <0.1% | +18,013 | 新進 | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,655 | $20.7 萬 | <0.1% | −31−1.2% | 減碼 | – |
| LEALear Corp | COM NEW | 1,463 | $20.8 萬 | <0.1% | +315+27.4% | 加碼 | 歷史 |
| AAAlcoa Corp | Stock | 2,350 | $21.1 萬 | <0.1% | +2,350 | 新進 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 7,310 | $21.2 萬 | <0.1% | +7,310 | 新進 | – |
| CECelanese Corp | Stock | 1,484 | $21.2 萬 | <0.1% | −1,100−42.6% | 減碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 7,500 | $21.4 萬 | <0.1% | −11,679−60.9% | 減碼 | 歷史 |
| Siren Nexgen Economy ETF829658202 | ETF | 5,773 | $21.4 萬 | <0.1% | +5,773 | 新進 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,149 | $21.6 萬 | <0.1% | +2,149 | 新進 | – |
| Global X FDS37954Y848 | GLOBAL X SILVER | 6,006 | $21.8 萬 | <0.1% | +6,006 | 新進 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 10,419 | $21.8 萬 | <0.1% | +10,419 | 新進 | – |
| EGEverest Group, Ltd. | COM | 724 | $21.8 萬 | <0.1% | +724 | 新進 | 歷史 |
| DARDarling Ingredients Inc. | COM | 2,719 | $21.8 萬 | <0.1% | −843−23.7% | 減碼 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,574 | $21.8 萬 | <0.1% | −69−4.2% | 減碼 | 歷史 |
| MTNVail Resorts Inc | COM | 843 | $21.9 萬 | <0.1% | +843 | 新進 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 8,856 | $22.0 萬 | <0.1% | −6,841−43.6% | 減碼 | – |
| NVCRNovoCure Ltd | ORD SHS | 2,662 | $22.0 萬 | <0.1% | +2,662 | 新進 | 歷史 |
| ZNGAZynga Inc | CL A | 23,995 | $22.1 萬 | <0.1% | +10,968+84.2% | 加碼 | 歷史 |
| LSILife Storage, Inc. | COM | 1,589 | $22.3 萬 | <0.1% | −457−22.3% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 5,835 | $22.4 萬 | <0.1% | −1,079−15.6% | 減碼 | 歷史 |
| iShares Tr464289446 | RUS TOP 200 ETF | 2,105 | $22.8 萬 | <0.1% | +2,105 | 新進 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 3,326 | $22.9 萬 | <0.1% | +715+27.4% | 加碼 | – |
| WBSWebster Financial Corp | COM | 4,110 | $23.0 萬 | <0.1% | +4,110 | 新進 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 5,907 | $23.0 萬 | <0.1% | +5,907 | 新進 | – |
| FHNFirst Horizon Corp | COM | 10,215 | $23.9 萬 | <0.1% | −284−2.7% | 減碼 | 歷史 |
| MHKMohawk Industries Inc | COM | 1,924 | $23.9 萬 | <0.1% | −2,401−55.5% | 減碼 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 7,843 | $23.9 萬 | <0.1% | −4,335−35.6% | 減碼 | – |
| EWBCEast West Bancorp Inc | COM | 3,054 | $24.1 萬 | <0.1% | −514−14.4% | 減碼 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 6,959 | $24.2 萬 | <0.1% | −4,092−37.0% | 減碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,547 | $24.6 萬 | <0.1% | +1,547 | 新進 | – |
| ACGLArch Capital Group Ltd. | Stock | 5,179 | $25.0 萬 | <0.1% | +5,179 | 新進 | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 7,817 | $25.1 萬 | <0.1% | −2,516−24.3% | 減碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 6,965 | $25.2 萬 | <0.1% | +6,965 | 新進 | – |
| Spinnaker ETF Series84858T400 | CANNABIS ETF | 33,332 | $25.2 萬 | <0.1% | −7,235−17.8% | 減碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 4,909 | $25.5 萬 | <0.1% | +4,909 | 新進 | – |
| AWRAmerican States Water Co | COM | 2,865 | $25.5 萬 | <0.1% | −12−0.4% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,462 | $25.8 萬 | <0.1% | +85+3.6% | 加碼 | – |
| HUBSHubSpot Inc | COM | 550 | $26.1 萬 | <0.1% | −2,731−83.2% | 減碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 3,382 | $26.1 萬 | <0.1% | +3,382 | 新進 | – |
| RBLXRoblox Corp | Stock | 5,676 | $26.2 萬 | <0.1% | +3,093+119.7% | 加碼 | 歷史 |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 2,856 | $26.4 萬 | <0.1% | +2,856 | 新進 | – |
| CBOECboe Global Markets, Inc. | COM | 2,317 | $26.5 萬 | <0.1% | −603−20.7% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,408 | $26.8 萬 | <0.1% | +408+40.8% | 加碼 | 歷史 |
| VFCV F Corp | Stock | 4,761 | $27.2 萬 | <0.1% | +175+3.8% | 加碼 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 4,551 | $27.5 萬 | <0.1% | +4,551 | 新進 | – |
| SPDR Series Trust78468R796 | ST STR SP500FF | 2,526 | $28.0 萬 | <0.1% | +2,526 | 新進 | – |
| CVNACarvana Co. | CL A | 2,354 | $28.0 萬 | <0.1% | +2,354 | 新進 | 歷史 |
| Global X FDS37954Y814 | FINTECH ETF | 8,757 | $28.0 萬 | <0.1% | +8,757 | 新進 | – |
| CSLCarlisle Companies Inc | COM | 1,156 | $28.4 萬 | <0.1% | −104−8.3% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 2,824 | $28.6 萬 | <0.1% | −912−24.4% | 減碼 | – |
| OKTAOkta, Inc. | CL A | 1,941 | $29.3 萬 | <0.1% | +1,941 | 新進 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 3,523 | $29.4 萬 | <0.1% | +3,523 | 新進 | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 1,515 | $29.5 萬 | <0.1% | +157+11.6% | 加碼 | – |
| AVTRAvantor, Inc. | COM | 8,716 | $29.5 萬 | <0.1% | +3,578+69.6% | 加碼 | 歷史 |
| Exchange Traded Concepts Tru301505889 | EMQQ EME MAR ETF | 9,000 | $29.5 萬 | <0.1% | +2,981+49.5% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,879 | $29.7 萬 | <0.1% | +328+12.9% | 加碼 | – |
| CRLCharles River Laboratories International, Inc. | COM | 1,052 | $29.8 萬 | <0.1% | −4,157−79.8% | 減碼 | 歷史 |
| iShares Inc464286350 | MSCI AGR PRO ETF | 6,250 | $29.8 萬 | <0.1% | +6,250 | 新進 | – |
| BKIBlack Knight, Inc. | COM | 5,227 | $30.3 萬 | <0.1% | +5,227 | 新進 | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 5,147 | $30.4 萬 | <0.1% | +5,147 | 新進 | – |
| VanEck Vectors ETF Tr92189F726 | BIOTECH ETF | 1,900 | $30.8 萬 | <0.1% | +1+0.1% | 加碼 | – |
| DOCUDocuSign, Inc. | Stock | 2,997 | $32.1 萬 | <0.1% | +1,042+53.3% | 加碼 | 歷史 |
| NLSNNielsen Holdings plc | SHS EUR | 11,782 | $32.1 萬 | <0.1% | −2,521−17.6% | 減碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 8,732 | $32.2 萬 | <0.1% | +394+4.7% | 加碼 | – |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 4,760 | $32.2 萬 | <0.1% | −659−12.2% | 減碼 | 歷史 |
| iShares Tr46435U366 | SELF DRIVNG EV | 6,996 | $32.5 萬 | <0.1% | −1,631−18.9% | 減碼 | – |
| Global X FDS37954Y657 | US PFD ETF | 13,877 | $32.6 萬 | <0.1% | −1,787−11.4% | 減碼 | – |
| STLDSteel Dynamics Inc | COM | 3,916 | $32.7 萬 | <0.1% | −1,061−21.3% | 減碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 11,803 | $32.8 萬 | <0.1% | +11,803 | 新進 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,357 | $32.9 萬 | <0.1% | +5,357 | 新進 | – |
| FOXAFox Corp | CL A COM | 8,374 | $33.0 萬 | <0.1% | +1,134+15.7% | 加碼 | 歷史 |
| TRUTransUnion | COM | 3,255 | $33.7 萬 | <0.1% | +3,255 | 新進 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 4,885 | $33.8 萬 | <0.1% | −16,184−76.8% | 減碼 | 歷史 |
| SPDR Series Trust78464A771 | ST STR SP CAPMKT | 3,831 | $35.0 萬 | <0.1% | +308+8.7% | 加碼 | – |
| PCGPG&E Corp | Stock | 29,464 | $35.1 萬 | <0.1% | +5,859+24.8% | 加碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 2,846 | $35.7 萬 | <0.1% | +1,306+84.8% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,627 | $36.3 萬 | <0.1% | +690+73.6% | 加碼 | – |
| CTXSCitrix Systems Inc | COM | 3,619 | $36.5 萬 | <0.1% | +369+11.4% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 854 | $37.0 萬 | <0.1% | −2,836−76.9% | 減碼 | 歷史 |
| iShares Tr46435U440 | USD GRN BOND ETF | 7,305 | $37.0 萬 | <0.1% | +908+14.2% | 加碼 | – |
| iShares Inc464286343 | US PWR INFRA ETF | 16,403 | $37.2 萬 | <0.1% | +16,403 | 新進 | – |
| LWLamb Weston Holdings, Inc. | Stock | 6,225 | $37.3 萬 | <0.1% | −698−10.1% | 減碼 | 歷史 |
| CGNXCognex Corp | COM | 4,844 | $37.3 萬 | <0.1% | +996+25.9% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 5,659 | $37.6 萬 | <0.1% | +2,532+81.0% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 6,474 | $37.7 萬 | <0.1% | +6,474 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,592 | $37.9 萬 | <0.1% | +656+70.1% | 加碼 | – |
| First Rep BK San Francisco C33616C100 | COM | 2,361 | $38.2 萬 | <0.1% | −492−17.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 5,902 | $38.4 萬 | <0.1% | +1,197+25.4% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,931 | $38.7 萬 | <0.1% | +1,000+51.8% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 7,037 | $38.8 萬 | <0.1% | +7,037 | 新進 | – |
| ESSEssex Property Trust, Inc. | COM | 1,136 | $39.3 萬 | <0.1% | −680−37.4% | 減碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 3,603 | $39.5 萬 | <0.1% | −534−12.9% | 減碼 | 歷史 |
2021 年第 4 季之後清倉（59 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| INFOIHS Markit Ltd. | SHS | 28,796 | $382.8 萬 | <0.1% | 歷史 |
| CARAvis Budget Group, Inc. | COM | 18,447 | $382.5 萬 | <0.1% | 歷史 |
| HFCHollyFrontier Corp | COM | 66,380 | $217.6 萬 | <0.1% | 歷史 |
| NVAXNovavax Inc | COM NEW | 14,623 | $209.2 萬 | <0.1% | 歷史 |
| XLNXXilinx Inc | COM | 9,305 | $197.3 萬 | <0.1% | 歷史 |
| VICIVici Properties Inc. | COM | 52,457 | $157.9 萬 | <0.1% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 6,944 | $117.4 萬 | <0.1% | 歷史 |
| DTDynatrace, Inc. | Stock | 9,402 | $56.8 萬 | <0.1% | 歷史 |
| NUANNuance Communications, Inc. | COM | 10,189 | $56.4 萬 | <0.1% | 歷史 |
| MASIMasimo Corp | COM | 1,743 | $51.1 萬 | <0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 6,145 | $47.8 萬 | <0.1% | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 5,101 | $47.7 萬 | <0.1% | 歷史 |
| SUISun Communities Inc | COM | 2,152 | $45.2 萬 | <0.1% | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 7,182 | $38.6 萬 | <0.1% | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 5,954 | $35.7 萬 | <0.1% | – |
| RGENRepligen Corp | COM | 1,244 | $33.0 萬 | <0.1% | 歷史 |
| ALLYAlly Financial Inc. | Stock | 6,905 | $32.9 萬 | <0.1% | 歷史 |
| TREXTrex Co Inc | COM | 2,405 | $32.4 萬 | <0.1% | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 2,011 | $32.4 萬 | <0.1% | 歷史 |
| WSOWatsco Inc | COM | 989 | $31.0 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 2,571 | $30.5 萬 | <0.1% | – |
| CONECyrusOne Holdco LLC | COM | 3,405 | $30.5 萬 | <0.1% | 歷史 |
| FIVEFive Below, Inc | COM | 1,415 | $29.3 萬 | <0.1% | 歷史 |
| PNRPENTAIR plc | SHS | 3,972 | $29.0 萬 | <0.1% | 歷史 |
| CIENCiena Corp | COM NEW | 3,757 | $28.9 萬 | <0.1% | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 1,261 | $27.2 萬 | <0.1% | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 2,982 | $27.1 萬 | <0.1% | 歷史 |
| LIILennox International Inc | COM | 836 | $27.1 萬 | <0.1% | 歷史 |
| LYFTLyft, Inc. | CL A COM | 6,350 | $27.1 萬 | <0.1% | 歷史 |
| WDCWestern Digital Corp | COM | 4,069 | $26.6 萬 | <0.1% | 歷史 |
| DECKDeckers Outdoor Corp | COM | 720 | $26.3 萬 | <0.1% | 歷史 |
| RPMRPM International Inc | COM | 2,591 | $26.2 萬 | <0.1% | 歷史 |
| LFUSLittelfuse Inc | COM | 822 | $25.9 萬 | <0.1% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 2,826 | $24.2 萬 | <0.1% | 歷史 |
| SCIService Corp International | COM | 3,400 | $24.1 萬 | <0.1% | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,426 | $23.8 萬 | <0.1% | – |
| XRAYDentsply Sirona Inc. | Stock | 4,195 | $23.4 萬 | <0.1% | 歷史 |
| ACMAecom | COM | 2,991 | $23.2 萬 | <0.1% | 歷史 |
| ITTItt Inc. | COM | 2,209 | $22.6 萬 | <0.1% | 歷史 |
| GGGGraco Inc | COM | 2,759 | $22.3 萬 | <0.1% | 歷史 |
| LAMRLamar Advertising Co | REIT | 1,819 | $22.1 萬 | <0.1% | 歷史 |
| CHDNChurchill Downs Inc | COM | 911 | $21.9 萬 | <0.1% | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 2,451 | $21.9 萬 | <0.1% | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 3,580 | $21.8 萬 | <0.1% | 歷史 |
| MKSIMKS Inc | COM | 1,245 | $21.7 萬 | <0.1% | 歷史 |
| PTCPTC Inc. | Stock | 1,751 | $21.3 萬 | <0.1% | 歷史 |
| TTCToro Co | COM | 2,133 | $21.3 萬 | <0.1% | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 4,216 | $21.2 萬 | <0.1% | – |
| JLLJones Lang Lasalle Inc | COM | 785 | $21.2 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 3,382 | $21.1 萬 | <0.1% | – |
| BLDQXO Insulation, LLC | Stock | 762 | $21.0 萬 | <0.1% | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 6,394 | $20.8 萬 | <0.1% | – |
| WYNNWynn Resorts Ltd | COM | 2,437 | $20.7 萬 | <0.1% | 歷史 |
| EGPEastgroup Properties Inc | COM | 908 | $20.6 萬 | <0.1% | 歷史 |
| Renaissance Cap Greenwich FD759937204 | IPO ETF | 3,536 | $20.4 萬 | <0.1% | – |
| OMCLOmnicell, Inc. | COM | 1,109 | $20.0 萬 | <0.1% | 歷史 |
| FWONKLiberty Media Corp | COM SER C FRMLA | 3,176 | $20.0 萬 | <0.1% | 歷史 |
| VTRSViatris Inc | Stock | 14,396 | $19.5 萬 | <0.1% | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 12,437 | $7.90 萬 | <0.1% | 歷史 |