Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- 最新申報
- 2026/8/7
2022 年第 2 季持倉
持倉截至 2022/6/30,2022/7/20 申報。只含多頭部位,變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 763
- 較 2022 年第 1 季 −9
- 總值
- $199.0 億
- 較 2022 年第 1 季 −$29.2 億 (−12.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 900 | $34.1 萬 | <0.1% | −117−11.5% | 減碼 | – |
| PINSPinterest, Inc. | CL A | 18,790 | $34.1 萬 | <0.1% | +2,715+16.9% | 加碼 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 11,392 | $34.3 萬 | <0.1% | +11,392 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,754 | $34.5 萬 | <0.1% | +162+10.2% | 加碼 | – |
| RHIRobert Half Inc. | COM | 4,649 | $34.8 萬 | <0.1% | −988−17.5% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 4,294 | $34.8 萬 | <0.1% | +4,294 | 新進 | – |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 7,081 | $34.9 萬 | <0.1% | +7,081 | 新進 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,199 | $35.2 萬 | <0.1% | +4,199 | 新進 | – |
| LYVLive Nation Entertainment, Inc. | COM | 4,271 | $35.3 萬 | <0.1% | −3,742−46.7% | 減碼 | 歷史 |
| TRMBTrimble Inc. | COM | 6,076 | $35.4 萬 | <0.1% | −1,992−24.7% | 減碼 | 歷史 |
| Global X FDS37950E549 | GLB X SUPERDIV | 38,096 | $35.4 萬 | <0.1% | +20,083+111.5% | 加碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 15,596 | $35.5 萬 | <0.1% | −2,305−12.9% | 減碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 7,266 | $36.2 萬 | <0.1% | +7,266 | 新進 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,926 | $36.2 萬 | <0.1% | −1,208−16.9% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 6,178 | $36.3 萬 | <0.1% | −441−6.7% | 減碼 | – |
| SPDR Ser Tr78468R655 | S&P KENSHO CLEAN | 4,660 | $36.3 萬 | <0.1% | −1,323−22.1% | 減碼 | – |
| TTDTrade Desk, Inc. | Stock | 8,691 | $36.4 萬 | <0.1% | +3,806+77.9% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X400 | SP CHINA ETF | 3,961 | $36.4 萬 | <0.1% | −4,679−54.2% | 減碼 | – |
| FMCFMC Corp | COM NEW | 3,425 | $36.7 萬 | <0.1% | −768−18.3% | 減碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 27,910 | $37.5 萬 | <0.1% | +27,910 | 新進 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 3,312 | $37.5 萬 | <0.1% | +995+42.9% | 加碼 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 2,589 | $37.5 萬 | <0.1% | −3,025−53.9% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 28,537 | $37.8 萬 | <0.1% | −32,366−53.1% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,760 | $37.9 萬 | <0.1% | −200−6.8% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 2,567 | $38.0 萬 | <0.1% | −6,253−70.9% | 減碼 | – |
| MKTXMarketaxess Holdings Inc | COM | 1,497 | $38.3 萬 | <0.1% | +60+4.2% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 8,004 | $38.4 萬 | <0.1% | +8,004 | 新進 | – |
| Alps ETF Tr00162Q676 | ALERIAN ENERGY | 19,068 | $38.5 萬 | <0.1% | +19,068 | 新進 | – |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 18,356 | $39.4 萬 | <0.1% | +1,366+8.0% | 加碼 | – |
| HUBSHubSpot Inc | COM | 1,315 | $39.5 萬 | <0.1% | +765+139.1% | 加碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 12,720 | $39.6 萬 | <0.1% | +4,004+45.9% | 加碼 | 歷史 |
| SPDR Series Trust78468R549 | SP O&G EQP SERV | 6,647 | $39.7 萬 | <0.1% | +6,647 | 新進 | – |
| iShares Tr46435U440 | USD GRN BOND ETF | 8,360 | $39.9 萬 | <0.1% | +1,055+14.4% | 加碼 | – |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 10,221 | $40.0 萬 | <0.1% | +1,925+23.2% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 12,977 | $40.1 萬 | <0.1% | +4,245+48.6% | 加碼 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,880 | $40.8 萬 | <0.1% | −1,621−29.5% | 減碼 | 歷史 |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 20,037 | $40.9 萬 | <0.1% | +3,039+17.9% | 加碼 | – |
| EXPEExpedia Group, Inc. | Stock | 4,329 | $41.1 萬 | <0.1% | −1,644−27.5% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 5,044 | $41.4 萬 | <0.1% | −196−3.7% | 減碼 | 歷史 |
| ETSYEtsy Inc | COM | 5,652 | $41.4 萬 | <0.1% | +1,641+40.9% | 加碼 | 歷史 |
| MGMMGM Resorts International | Stock | 14,331 | $41.5 萬 | <0.1% | −1,677−10.5% | 減碼 | 歷史 |
| VanEck Vectors ETF Tr92189H870 | ENERGY INCOME | 7,207 | $41.5 萬 | <0.1% | −2,648−26.9% | 減碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,737 | $41.7 萬 | <0.1% | +2,737 | 新進 | – |
| Global X FDS37954Y731 | CONSCIOUS COS | 15,679 | $41.9 萬 | <0.1% | +1,590+11.3% | 加碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 5,728 | $42.2 萬 | <0.1% | −5,148−47.3% | 減碼 | – |
| SUISun Communities Inc | COM | 2,650 | $42.2 萬 | <0.1% | +2,650 | 新進 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 9,005 | $43.0 萬 | <0.1% | +2,531+39.1% | 加碼 | – |
| INVHInvitation Homes Inc. | COM | 12,109 | $43.1 萬 | <0.1% | −28,448−70.1% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 6,776 | $43.2 萬 | <0.1% | +1,083+19.0% | 加碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 6,618 | $43.6 萬 | <0.1% | +1,966+42.3% | 加碼 | – |
| FFIVF5, Inc. | Stock | 2,855 | $43.7 萬 | <0.1% | +635+28.6% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 2,420 | $44.2 萬 | <0.1% | −14,257−85.5% | 減碼 | 歷史 |
| iShares Inc464286350 | MSCI AGR PRO ETF | 11,376 | $44.6 萬 | <0.1% | +5,126+82.0% | 加碼 | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 24,732 | $44.8 萬 | <0.1% | +7,264+41.6% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 5,976 | $44.8 萬 | <0.1% | +370+6.6% | 加碼 | – |
| BILLBILL Holdings, Inc. | Stock | 4,101 | $45.1 萬 | <0.1% | −869−17.5% | 減碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 6,680 | $45.7 萬 | <0.1% | −3,371−33.5% | 減碼 | – |
| RIVNRivian Automotive, Inc. | Stock | 17,866 | $46.0 萬 | <0.1% | +17,866 | 新進 | 歷史 |
| RBLXRoblox Corp | Stock | 14,066 | $46.2 萬 | <0.1% | +8,390+147.8% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 8,069 | $46.2 萬 | <0.1% | +817+11.3% | 加碼 | 歷史 |
| GMEGameStop Corp. | Stock | 3,787 | $46.3 萬 | <0.1% | −16,118−81.0% | 減碼 | 歷史 |
| SNAPSnap Inc | Stock | 35,921 | $47.2 萬 | <0.1% | +13,928+63.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 3,687 | $47.8 萬 | <0.1% | −113−3.0% | 減碼 | – |
| iShares Inc464286343 | US PWR INFRA ETF | 22,552 | $47.9 萬 | <0.1% | +6,149+37.5% | 加碼 | – |
| BIOBio-Rad Laboratories, Inc. | CL A | 977 | $48.4 萬 | <0.1% | −424−30.3% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 53,498 | $48.5 萬 | <0.1% | −32,997−38.1% | 減碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 7,447 | $48.6 萬 | <0.1% | +1,042+16.3% | 加碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 5,039 | $48.6 萬 | <0.1% | +273+5.7% | 加碼 | 歷史 |
| Tidal Trust III45259A209 | NAACP MINO ETF | 17,538 | $48.6 萬 | <0.1% | +923+5.6% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,376 | $49.0 萬 | <0.1% | +817+52.4% | 加碼 | – |
| BKIBlack Knight, Inc. | COM | 7,558 | $49.4 萬 | <0.1% | +2,331+44.6% | 加碼 | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 10,787 | $49.4 萬 | <0.1% | +3,829+55.0% | 加碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 4,208 | $49.5 萬 | <0.1% | +162+4.0% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 2,204 | $50.1 萬 | <0.1% | +463+26.6% | 加碼 | – |
| GRMNGarmin Ltd | SHS | 5,106 | $50.2 萬 | <0.1% | +1,346+35.8% | 加碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 14,875 | $50.4 萬 | <0.1% | +7,910+113.6% | 加碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 17,135 | $50.8 萬 | <0.1% | −35,439−67.4% | 減碼 | – |
| OKTAOkta, Inc. | CL A | 5,623 | $50.8 萬 | <0.1% | +3,682+189.7% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 5,785 | $51.5 萬 | <0.1% | +1,135+24.4% | 加碼 | 歷史 |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 16,326 | $52.0 萬 | <0.1% | +2,257+16.0% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 7,654 | $52.5 萬 | <0.1% | +1,210+18.8% | 加碼 | – |
| ROLRollins Inc | COM | 15,089 | $52.7 萬 | <0.1% | −122−0.8% | 減碼 | 歷史 |
| SPLKSplunk Inc | COM | 5,973 | $52.8 萬 | <0.1% | −398−6.2% | 減碼 | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 1,696 | $53.1 萬 | <0.1% | −581−25.5% | 減碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 1,812 | $53.3 萬 | <0.1% | +362+25.0% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,908 | $53.6 萬 | <0.1% | −2,661−47.8% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 2,082 | $54.0 萬 | <0.1% | +793+61.5% | 加碼 | 歷史 |
| AESAES Corp | Stock | 25,738 | $54.1 萬 | <0.1% | +1,136+4.6% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 2,296 | $54.3 萬 | <0.1% | −408−15.1% | 減碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 7,432 | $55.2 萬 | <0.1% | +2,382+47.2% | 加碼 | – |
| FLSFlowserve Corp | COM | 19,362 | $55.4 萬 | <0.1% | −1,058−5.2% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 2,718 | $56.0 萬 | <0.1% | −948−25.9% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 11,344 | $56.9 萬 | <0.1% | −216−1.9% | 減碼 | – |
| TERTeradyne, Inc | Stock | 6,372 | $57.1 萬 | <0.1% | +560+9.6% | 加碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 8,362 | $58.3 萬 | <0.1% | +3,408+68.8% | 加碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 13,920 | $58.6 萬 | <0.1% | +1,304+10.3% | 加碼 | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 43,643 | $59.1 萬 | <0.1% | −89,409−67.2% | 減碼 | 歷史 |
| PODDInsulet Corp | Stock | 2,761 | $60.2 萬 | <0.1% | +1,114+67.6% | 加碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 9,390 | $60.3 萬 | <0.1% | +2,065+28.2% | 加碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 34,603 | $60.5 萬 | <0.1% | +24,184+232.1% | 加碼 | – |
2022 年第 1 季之後清倉(52 檔)
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PBCTPeople's United Financial, Inc. | COM | 314,660 | $629.0 萬 | <0.1% | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 55,823 | $400.4 萬 | <0.1% | 歷史 |
| CERNCERNER Corp | COM | 41,672 | $390.0 萬 | <0.1% | 歷史 |
| BXPBXP, Inc. | COM | 22,256 | $286.7 萬 | <0.1% | 歷史 |
| Signature BK New York N Y82669G104 | COM | 8,001 | $234.8 萬 | <0.1% | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 27,695 | $232.0 萬 | <0.1% | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 17,286 | $211.1 萬 | <0.1% | 歷史 |
| NETCloudflare, Inc. | CL A COM | 16,606 | $198.7 萬 | <0.1% | 歷史 |
| CHWYChewy, Inc. | CL A | 48,201 | $196.5 萬 | <0.1% | 歷史 |
| APOApollo Global Management, Inc. | COM | 30,949 | $191.9 萬 | <0.1% | 歷史 |
| VNOVornado Realty Trust | SH BEN INT | 36,167 | $163.9 萬 | <0.1% | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 12,174 | $148.6 萬 | <0.1% | – |
| WUWestern Union CO | Stock | 78,696 | $147.4 萬 | <0.1% | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 56,042 | $122.7 萬 | <0.1% | 歷史 |
| RKTRocket Companies, Inc. | Stock | 82,384 | $91.6 萬 | <0.1% | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 3,032 | $90.2 萬 | <0.1% | 歷史 |
| Discovery Inc25470F302 | COM SER C | 28,433 | $71.0 萬 | <0.1% | – |
| CPAYCorpay, Inc. | COM | 2,068 | $51.4 萬 | <0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 18,361 | $45.7 萬 | <0.1% | 歷史 |
| RNGRingCentral, Inc. | CL A | 3,631 | $42.6 萬 | <0.1% | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 4,643 | $42.5 萬 | <0.1% | – |
| ZENZendesk, Inc. | COM | 3,399 | $40.8 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 7,037 | $38.8 萬 | <0.1% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,931 | $38.7 萬 | <0.1% | – |
| Global X FDS37954Y657 | US PFD ETF | 13,877 | $32.6 萬 | <0.1% | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 5,147 | $30.4 萬 | <0.1% | – |
| GDDYGoDaddy Inc. | CL A | 3,523 | $29.4 萬 | <0.1% | 歷史 |
| CVNACarvana Co. | CL A | 2,354 | $28.0 萬 | <0.1% | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 4,551 | $27.5 萬 | <0.1% | – |
| COINCoinbase Global, Inc. | COM CL A | 1,408 | $26.8 萬 | <0.1% | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,462 | $25.8 萬 | <0.1% | – |
| CLFCleveland-Cliffs Inc. | COM | 7,817 | $25.1 萬 | <0.1% | 歷史 |
| LEGLeggett & Platt Inc | Stock | 6,959 | $24.2 萬 | <0.1% | 歷史 |
| EWBCEast West Bancorp Inc | COM | 3,054 | $24.1 萬 | <0.1% | 歷史 |
| WBSWebster Financial Corp | COM | 4,110 | $23.0 萬 | <0.1% | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 5,907 | $23.0 萬 | <0.1% | – |
| LSILife Storage, Inc. | COM | 1,589 | $22.3 萬 | <0.1% | 歷史 |
| ZNGAZynga Inc | CL A | 23,995 | $22.1 萬 | <0.1% | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 2,662 | $22.0 萬 | <0.1% | 歷史 |
| MTNVail Resorts Inc | COM | 843 | $21.9 萬 | <0.1% | 歷史 |
| Global X FDS37954Y848 | GLOBAL X SILVER | 6,006 | $21.8 萬 | <0.1% | – |
| DARDarling Ingredients Inc. | COM | 2,719 | $21.8 萬 | <0.1% | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,574 | $21.8 萬 | <0.1% | 歷史 |
| Siren Nexgen Economy ETF829658202 | ETF | 5,773 | $21.4 萬 | <0.1% | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 7,310 | $21.2 萬 | <0.1% | – |
| AAAlcoa Corp | Stock | 2,350 | $21.1 萬 | <0.1% | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 3,290 | $20.6 萬 | <0.1% | – |
| SNVSynovus Financial Corp | COM NEW | 4,182 | $20.5 萬 | <0.1% | 歷史 |
| iShares Tr464288174 | GL TIMB FORE ETF | 2,268 | $20.2 萬 | <0.1% | – |
| NDSNNordson Corp | COM | 885 | $20.1 萬 | <0.1% | 歷史 |
| iShares Inc464286319 | EM MKTS DIV ETF | 6,099 | $20.0 萬 | <0.1% | – |
| CHEChemed Corp | COM | 395 | $20.0 萬 | <0.1% | 歷史 |