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 |
|---|---|---|---|---|---|---|---|
| VanEck Vectors ETF Tr92189F726 | BIOTECH ETF | 2,374 | $37.9 萬 | <0.1% | +357+17.7% | 加碼 | – |
| ILMNIllumina, Inc. | COM | 1,903 | $38.5 萬 | <0.1% | −2,816−59.7% | 減碼 | 歷史 |
| Global X FDS37960A669 | SUPERDIVIDEND | 16,124 | $38.7 萬 | <0.1% | +16,124 | 新進 | – |
| BALLBALL Corp | COM | 7,612 | $38.9 萬 | <0.1% | −295−3.7% | 減碼 | 歷史 |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 4,964 | $39.1 萬 | <0.1% | +450+10.0% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,984 | $39.5 萬 | <0.1% | +702+30.8% | 加碼 | – |
| NETCloudflare, Inc. | CL A COM | 8,845 | $40.0 萬 | <0.1% | +761+9.4% | 加碼 | 歷史 |
| HEIHeico Corp | COM | 2,630 | $40.4 萬 | <0.1% | −8,861−77.1% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,534 | $40.5 萬 | <0.1% | −167−1.9% | 減碼 | – |
| FICOFair Isaac Corp | COM | 680 | $40.7 萬 | <0.1% | −29−4.1% | 減碼 | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 16,360 | $40.7 萬 | <0.1% | +16,360 | 新進 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 5,642 | $40.9 萬 | <0.1% | −595−9.5% | 減碼 | – |
| BSYBentley Systems Inc | COM CL B | 11,151 | $41.2 萬 | <0.1% | +4,157+59.4% | 加碼 | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 20,834 | $41.4 萬 | <0.1% | +6,977+50.4% | 加碼 | – |
| AREAlexandria Real Estate Equities, Inc. | COM | 2,856 | $41.6 萬 | <0.1% | −1,845−39.2% | 減碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 17,330 | $42.6 萬 | <0.1% | +7,174+70.6% | 加碼 | – |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 10,905 | $42.8 萬 | <0.1% | +10,905 | 新進 | – |
| BILLBILL Holdings, Inc. | Stock | 3,937 | $42.9 萬 | <0.1% | −1,888−32.4% | 減碼 | 歷史 |
| EXASExact Sciences Corp | COM | 8,725 | $43.2 萬 | <0.1% | +8,725 | 新進 | 歷史 |
| BAXBaxter International Inc | Stock | 8,529 | $43.5 萬 | <0.1% | −49,967−85.4% | 減碼 | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 3,425 | $43.5 萬 | <0.1% | +3,425 | 新進 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 7,552 | $43.5 萬 | <0.1% | −4,285−36.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,422 | $43.5 萬 | <0.1% | +315+15.0% | 加碼 | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 10,742 | $44.4 萬 | <0.1% | +1,995+22.8% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 13,882 | $45.0 萬 | <0.1% | −3,781−21.4% | 減碼 | – |
| DOCUDocuSign, Inc. | Stock | 8,135 | $45.1 萬 | <0.1% | +4,268+110.4% | 加碼 | 歷史 |
| SPLKSplunk Inc | COM | 5,241 | $45.1 萬 | <0.1% | +1,873+55.6% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 9,053 | $45.4 萬 | <0.1% | −20,189−69.0% | 減碼 | – |
| DDOGDatadog, Inc. | CL A COM | 6,192 | $45.5 萬 | <0.1% | +694+12.6% | 加碼 | 歷史 |
| Global X FDS37954Y731 | CONSCIOUS COS | 16,454 | $45.6 萬 | <0.1% | −346−2.1% | 減碼 | – |
| ABNBAirbnb, Inc. | Stock | 5,334 | $45.6 萬 | <0.1% | −5,876−52.4% | 減碼 | 歷史 |
| FLSFlowserve Corp | COM | 14,959 | $45.9 萬 | <0.1% | −695−4.4% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,405 | $46.2 萬 | <0.1% | +6,405 | 新進 | – |
| JJacobs Solutions Inc. | COM | 3,849 | $46.2 萬 | <0.1% | −68−1.7% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 3,630 | $46.4 萬 | <0.1% | −70−1.9% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 5,562 | $46.5 萬 | <0.1% | +2,656+91.4% | 加碼 | – |
| CRLCharles River Laboratories International, Inc. | COM | 2,134 | $46.5 萬 | <0.1% | +285+15.4% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 10,382 | $46.5 萬 | <0.1% | −3,407−24.7% | 減碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 4,165 | $46.6 萬 | <0.1% | +904+27.7% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 4,060 | $46.6 萬 | <0.1% | +536+15.2% | 加碼 | – |
| VEEVVeeva Systems Inc | Stock | 2,899 | $46.8 萬 | <0.1% | +1,271+78.1% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 6,924 | $47.3 萬 | <0.1% | +6,924 | 新進 | 歷史 |
| NTRSNorthern Trust Corp | COM | 5,400 | $47.8 萬 | <0.1% | +895+19.9% | 加碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 9,870 | $48.2 萬 | <0.1% | +1,469+17.5% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 7,522 | $48.4 萬 | <0.1% | +24+0.3% | 加碼 | – |
| SPDR Series Trust78468R549 | SP O&G EQP SERV | 6,074 | $48.4 萬 | <0.1% | +834+15.9% | 加碼 | – |
| SUISun Communities Inc | COM | 3,405 | $48.7 萬 | <0.1% | +3,405 | 新進 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 7,186 | $48.9 萬 | <0.1% | +3,525+96.3% | 加碼 | – |
| AKAMAkamai Technologies Inc | COM | 5,803 | $48.9 萬 | <0.1% | +2,144+58.6% | 加碼 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 4,515 | $49.7 萬 | <0.1% | +4,515 | 新進 | – |
| AVBAvalonbay Communities Inc | COM | 3,100 | $50.1 萬 | <0.1% | −735−19.2% | 減碼 | 歷史 |
| iShares Tr46435U440 | USD GRN BOND ETF | 10,909 | $50.1 萬 | <0.1% | +1,934+21.5% | 加碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 10,025 | $50.7 萬 | <0.1% | +4,045+67.6% | 加碼 | – |
| BURLBurlington Stores, Inc. | COM | 2,518 | $51.1 萬 | <0.1% | +2,518 | 新進 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 14,962 | $51.7 萬 | <0.1% | +14,962 | 新進 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 5,297 | $52.0 萬 | <0.1% | +310+6.2% | 加碼 | – |
| GLWCorning Inc | COM | 16,395 | $52.4 萬 | <0.1% | −669−3.9% | 減碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 3,418 | $52.4 萬 | <0.1% | −638−15.7% | 減碼 | – |
| Tidal Trust III45259A209 | NAACP MINO ETF | 19,796 | $52.6 萬 | <0.1% | +1,088+5.8% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 10,008 | $52.6 萬 | <0.1% | +10,008 | 新進 | – |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 12,048 | $53.1 萬 | <0.1% | −460−3.7% | 減碼 | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 56,107 | $53.2 萬 | <0.1% | +17,616+45.8% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 6,888 | $53.5 萬 | <0.1% | −3,028−30.5% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 9,028 | $53.8 萬 | <0.1% | +2,898+47.3% | 加碼 | – |
| Vanguard Materials ETF92204A801 | ETF | 3,177 | $54.1 萬 | <0.1% | +812+34.3% | 加碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 16,103 | $54.3 萬 | <0.1% | +6,957+76.1% | 加碼 | – |
| HPEHewlett Packard Enterprise Co | COM | 34,376 | $54.9 萬 | <0.1% | +11,372+49.4% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 7,313 | $55.4 萬 | <0.1% | +1,537+26.6% | 加碼 | – |
| MDBMongoDB, Inc. | CL A | 2,871 | $56.5 萬 | <0.1% | +2,871 | 新進 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 5,682 | $56.7 萬 | <0.1% | −19−0.3% | 減碼 | 歷史 |
| VanEck Vectors ETF Tr92189H870 | ENERGY INCOME | 9,266 | $57.2 萬 | <0.1% | −1,739−15.8% | 減碼 | – |
| ROLRollins Inc | COM | 15,728 | $57.5 萬 | <0.1% | −288−1.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 15,252 | $58.5 萬 | <0.1% | +4,697+44.5% | 加碼 | – |
| WRKWestRock Co | COM | 16,661 | $58.6 萬 | <0.1% | +1,850+12.5% | 加碼 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 1,779 | $58.7 萬 | <0.1% | +482+37.2% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 8,743 | $59.0 萬 | <0.1% | +2,217+34.0% | 加碼 | – |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 56,655 | $59.5 萬 | <0.1% | +39,132+223.3% | 加碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 4,485 | $60.2 萬 | <0.1% | −2,465−35.5% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 11,774 | $60.2 萬 | <0.1% | +1,819+18.3% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 7,920 | $60.3 萬 | <0.1% | +1,070+15.6% | 加碼 | – |
| CINFCincinnati Financial Corp | COM | 5,896 | $60.4 萬 | <0.1% | +845+16.7% | 加碼 | 歷史 |
| First Rep BK San Francisco C33616C100 | COM | 4,992 | $60.8 萬 | <0.1% | +733+17.2% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 8,788 | $61.2 萬 | <0.1% | −267−2.9% | 減碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 22,968 | $62.1 萬 | <0.1% | +6,674+41.0% | 加碼 | – |
| TDYTeledyne Technologies Inc | COM | 1,568 | $62.7 萬 | <0.1% | −146−8.5% | 減碼 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 2,870 | $62.9 萬 | <0.1% | +1,421+98.1% | 加碼 | – |
| TTWOTake Two Interactive Software Inc | COM | 6,042 | $62.9 萬 | <0.1% | +1,628+36.9% | 加碼 | 歷史 |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 20,754 | $63.2 萬 | <0.1% | +1,495+7.8% | 加碼 | – |
| SWKSSkyworks Solutions, Inc. | Stock | 6,954 | $63.4 萬 | <0.1% | −101−1.4% | 減碼 | 歷史 |
| MGMMGM Resorts International | Stock | 19,030 | $63.8 萬 | <0.1% | +49+0.3% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 13,377 | $63.9 萬 | <0.1% | +1,017+8.2% | 加碼 | – |
| LNCLincoln National Corp | COM | 20,883 | $64.2 萬 | <0.1% | −12,730−37.9% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,160 | $64.4 萬 | <0.1% | +911+40.5% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 13,676 | $64.9 萬 | <0.1% | +3,718+37.3% | 加碼 | – |
| QRVOQorvo, Inc. | Stock | 7,181 | $65.1 萬 | <0.1% | +962+15.5% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 2,268 | $65.6 萬 | <0.1% | +1,082+91.2% | 加碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 29,410 | $65.7 萬 | <0.1% | +17,108+139.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 4,874 | $65.9 萬 | <0.1% | +1,129+30.1% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 21,752 | $66.1 萬 | <0.1% | +5,871+37.0% | 加碼 | – |
| ZBRAZebra Technologies Corp | CL A | 2,598 | $66.6 萬 | <0.1% | +1,196+85.3% | 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 |