Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- 最新申報
- 2026/8/7
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 780
- 較 2022 年第 3 季 +21
- 總值
- $206.3 億
- 較 2022 年第 3 季 +$18.3 億 (+9.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,056,211 | $25.0 億 | 12.1% | −558,298−4.1% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 54,003,900 | $22.7 億 | 11.0% | −2,556,017−4.5% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 42,615,608 | $16.6 億 | 8.1% | −2,915,067−6.4% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 31,094,546 | $13.9 億 | 6.8% | +4,634,016+17.5% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,033,482 | $13.9 億 | 6.7% | −7,451,045−21.0% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 42,725,190 | $13.8 億 | 6.7% | −598,012−1.4% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 25,383,544 | $11.9 億 | 5.7% | +3,910,875+18.2% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,441,457 | $8.64 億 | 4.2% | +652,543+6.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,049,567 | $7.67 億 | 3.7% | −478,143−8.6% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 11,806,214 | $5.39 億 | 2.6% | +7,530,960+176.2% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,447,012 | $5.32 億 | 2.6% | +427,672+7.1% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 5,015,699 | $5.29 億 | 2.6% | +109,618+2.2% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,721,570 | $3.99 億 | 1.9% | +27,608+0.6% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,932,043 | $3.90 億 | 1.9% | +139,838+5.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,433,289 | $2.63 億 | 1.3% | +177,100+14.1% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 518,725 | $1.82 億 | 0.9% | −15,809−3.0% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 988,114 | $1.72 億 | 0.8% | −43,906−4.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 630,365 | $1.51 億 | 0.7% | +39,073+6.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,074,303 | $1.40 億 | 0.7% | −407,054−27.5% | 減碼 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 1,133,303 | $1.37 億 | 0.7% | −45,078−3.8% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 1,498,769 | $1.31 億 | 0.6% | −55,306−3.6% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,109,107 | $9,400 萬 | 0.5% | +44,241+4.2% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,057,964 | $7,600 萬 | 0.4% | +57,419+5.7% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 647,846 | $6,836 萬 | 0.3% | +584,967+930.3% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 782,373 | $5,153 萬 | 0.2% | +129,674+19.9% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 92,090 | $4,882 萬 | 0.2% | −4,889−5.0% | 減碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 736,426 | $4,841 萬 | 0.2% | +68,583+10.3% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,608,724 | $4,837 萬 | 0.2% | +586,362+57.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 322,474 | $4,713 萬 | 0.2% | +116,473+56.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 416,266 | $4,591 萬 | 0.2% | +28,840+7.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 526,444 | $4,422 萬 | 0.2% | −288,099−35.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 247,125 | $4,365 萬 | 0.2% | +20,254+8.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 111,420 | $4,076 萬 | 0.2% | +1,391+1.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 130,554 | $4,033 萬 | 0.2% | +15,559+13.5% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 752,434 | $3,897 萬 | 0.2% | +473,151+169.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 428,806 | $3,805 萬 | 0.2% | +26,776+6.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 429,815 | $3,792 萬 | 0.2% | +18,506+4.5% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 790,089 | $3,691 萬 | 0.2% | −458,247−36.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 116,506 | $3,680 萬 | 0.2% | +13,290+12.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 225,758 | $3,422 萬 | 0.2% | +12,542+5.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 244,421 | $3,278 萬 | 0.2% | +17,081+7.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 175,622 | $3,152 萬 | 0.2% | +13,141+8.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 279,137 | $3,097 萬 | 0.2% | +43,607+18.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 87,944 | $3,058 萬 | 0.1% | +23,482+36.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 185,674 | $3,001 萬 | 0.1% | +12,451+7.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 138,359 | $2,875 萬 | 0.1% | +34,783+33.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 151,674 | $2,740 萬 | 0.1% | +4,552+3.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 209,905 | $2,526 萬 | 0.1% | +81,134+63.0% | 加碼 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 1,106,127 | $2,466 萬 | 0.1% | +79,002+7.7% | 加碼 | – |
| PFEPfizer Inc | Stock | 459,436 | $2,354 萬 | 0.1% | −4,652−1.0% | 減碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 355,459 | $2,239 萬 | 0.1% | −12,824−3.5% | 減碼 | 歷史 |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 865,587 | $2,233 萬 | 0.1% | −60,247−6.5% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 48,585 | $2,218 萬 | 0.1% | −7,778−13.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 64,920 | $2,185 萬 | 0.1% | +41,027+171.7% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 345,316 | $2,124 萬 | 0.1% | −10,885−3.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 148,304 | $2,103 萬 | 0.1% | +8,302+5.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 78,903 | $2,079 萬 | 0.1% | −476−0.6% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 67,084 | $1,978 萬 | 0.1% | +9,531+16.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 35,187 | $1,967 萬 | 0.1% | +13,338+61.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 229,380 | $1,918 萬 | 0.1% | −50,082−17.9% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 548,252 | $1,816 萬 | 0.1% | −33,321−5.7% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 67,590 | $1,804 萬 | 0.1% | +1,620+2.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 244,620 | $1,760 萬 | 0.1% | +2,303+1.0% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 203,505 | $1,747 萬 | 0.1% | +3,373+1.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 273,858 | $1,742 萬 | 0.1% | −1,467−0.5% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 65,864 | $1,730 萬 | 0.1% | +8,993+15.8% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 143,263 | $1,691 萬 | 0.1% | +98+0.1% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 78,138 | $1,674 萬 | 0.1% | +7,429+10.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 148,629 | $1,632 萬 | 0.1% | −18,024−10.8% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 61,389 | $1,629 萬 | 0.1% | −22,097−26.5% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 321,831 | $1,609 萬 | 0.1% | +321,831 | 新進 | – |
| SBUXStarbucks Corp | Stock | 152,647 | $1,514 萬 | 0.1% | +7,766+5.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 74,577 | $1,486 萬 | 0.1% | −7,984−9.7% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 125,603 | $1,470 萬 | 0.1% | +37,261+42.2% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 26,655 | $1,468 萬 | 0.1% | −9,068−25.4% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 36,660 | $1,427 萬 | 0.1% | +2,172+6.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 37,264 | $1,425 萬 | 0.1% | +10,784+40.7% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 40,931 | $1,405 萬 | 0.1% | +6,700+19.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 52,162 | $1,389 萬 | 0.1% | +720+1.4% | 加碼 | – |
| LINLinde PLC | SHS | 42,144 | $1,375 萬 | 0.1% | +11,607+38.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 288,167 | $1,373 萬 | 0.1% | +75,993+35.8% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 81,804 | $1,352 萬 | 0.1% | −28,809−26.0% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 246,505 | $1,318 萬 | 0.1% | −135−0.1% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 169,110 | $1,311 萬 | 0.1% | −55,058−24.6% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 127,543 | $1,291 萬 | 0.1% | −4,490−3.4% | 減碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 664,960 | $1,283 萬 | 0.1% | −82,135−11.0% | 減碼 | – |
| BABoeing Co | Stock | 66,335 | $1,264 萬 | 0.1% | +47,129+245.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 25,914 | $1,261 萬 | 0.1% | +3,186+14.0% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 148,731 | $1,247 萬 | 0.1% | +32,647+28.1% | 加碼 | 歷史 |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 480,017 | $1,221 萬 | 0.1% | −446,836−48.2% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 154,112 | $1,214 萬 | 0.1% | −17,341−10.1% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 103,453 | $1,204 萬 | 0.1% | −2,865−2.7% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 22,914 | $1,175 萬 | 0.1% | +1,740+8.2% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 157,498 | $1,171 萬 | 0.1% | −64,285−29.0% | 減碼 | – |
| SOSouthern Co | Stock | 162,672 | $1,162 萬 | 0.1% | −8,163−4.8% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 26,967 | $1,156 萬 | 0.1% | +6,372+30.9% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 16,029 | $1,136 萬 | 0.1% | +2,018+14.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 138,884 | $1,135 萬 | 0.1% | +37,873+37.5% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 323,447 | $1,131 萬 | 0.1% | +104,492+47.7% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 47,220 | $1,128 萬 | 0.1% | +4,472+10.5% | 加碼 | 歷史 |
2022 年第 3 季之後清倉（32 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CTXSCitrix Systems Inc | COM | 24,814 | $257.8 萬 | <0.1% | 歷史 |
| YAlleghany Corp | COM | 2,389 | $200.5 萬 | <0.1% | 歷史 |
| MHKMohawk Industries Inc | COM | 20,705 | $188.8 萬 | <0.1% | 歷史 |
| CLRContinental Resources, Inc | COM | 22,795 | $152.3 萬 | <0.1% | 歷史 |
| ABMDAbiomed Inc | COM | 6,092 | $149.7 萬 | <0.1% | 歷史 |
| TWTRTwitter, Inc. | COM | 28,855 | $126.5 萬 | <0.1% | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 25,588 | $84.2 萬 | <0.1% | 歷史 |
| DREDuke Realty Corp | COM NEW | 17,327 | $83.5 萬 | <0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,191 | $69.1 萬 | <0.1% | 歷史 |
| ZSZscaler, Inc. | Stock | 2,560 | $42.1 萬 | <0.1% | 歷史 |
| Global X FDS37950E549 | GLB X SUPERDIV | 49,199 | $37.1 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 6,325 | $36.6 萬 | <0.1% | – |
| INVHInvitation Homes Inc. | COM | 9,936 | $33.6 萬 | <0.1% | 歷史 |
| PLUGPlug Power Inc | Stock | 15,050 | $31.6 萬 | <0.1% | 歷史 |
| NLSNNielsen Holdings plc | SHS EUR | 11,388 | $31.6 萬 | <0.1% | 歷史 |
| Global X FDS37954Y848 | GLOBAL X SILVER | 12,941 | $31.2 萬 | <0.1% | – |
| ZENZendesk, Inc. | COM | 3,667 | $27.9 萬 | <0.1% | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 5,402 | $26.1 萬 | <0.1% | – |
| GMEGameStop Corp. | Stock | 10,310 | $25.9 萬 | <0.1% | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 3,098 | $25.5 萬 | <0.1% | – |
| UDRUDR, Inc. | COM | 6,015 | $25.1 萬 | <0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 3,794 | $24.5 萬 | <0.1% | 歷史 |
| GDDYGoDaddy Inc. | CL A | 3,399 | $24.1 萬 | <0.1% | 歷史 |
| FOXAFox Corp | CL A COM | 7,750 | $23.8 萬 | <0.1% | 歷史 |
| AGLagilon health, inc. | COM | 10,040 | $23.5 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 9,299 | $23.4 萬 | <0.1% | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 6,545 | $22.8 萬 | <0.1% | – |
| GNRCGenerac Holdings Inc. | Stock | 1,182 | $21.1 萬 | <0.1% | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 862 | $20.9 萬 | <0.1% | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 7,079 | $20.1 萬 | <0.1% | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 4,380 | $20.1 萬 | <0.1% | – |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 16,936 | $5.30 萬 | <0.1% | 歷史 |