Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- 最新申報
- 2026/8/7
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/28 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 805
- 較 2022 年第 4 季 +25
- 總值
- $220.1 億
- 較 2022 年第 4 季 +$13.7 億 (+6.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CINFCincinnati Financial Corp | COM | 5,864 | $65.7 萬 | <0.1% | −32−0.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,599 | $65.7 萬 | <0.1% | +708+79.5% | 加碼 | – |
| SPDR Ser Tr78468R655 | S&P KENSHO CLEAN | 7,584 | $65.7 萬 | <0.1% | −7,914−51.1% | 減碼 | – |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 11,889 | $66.0 萬 | <0.1% | +6,168+107.8% | 加碼 | – |
| ATOAtmos Energy Corp | COM | 5,878 | $66.0 萬 | <0.1% | −81−1.4% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 8,567 | $66.2 萬 | <0.1% | −2,042−19.2% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 6,561 | $66.4 萬 | <0.1% | +1,264+23.9% | 加碼 | – |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 58,623 | $67.2 萬 | <0.1% | +1,968+3.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 16,729 | $67.6 萬 | <0.1% | +1,477+9.7% | 加碼 | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 5,808 | $67.9 萬 | <0.1% | +1,293+28.6% | 加碼 | – |
| DPZDominos Pizza Inc | COM | 2,106 | $69.5 萬 | <0.1% | −430−17.0% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 3,514 | $69.9 萬 | <0.1% | −416−10.6% | 減碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 25,633 | $69.9 萬 | <0.1% | −2,575−9.1% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 4,706 | $70.4 萬 | <0.1% | +1,809+62.4% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 8,974 | $70.4 萬 | <0.1% | +361+4.2% | 加碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 3,404 | $70.5 萬 | <0.1% | −110−3.1% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 83,944 | $70.9 萬 | <0.1% | +60,244+254.2% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,956 | $71.2 萬 | <0.1% | −476−19.6% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,829 | $71.3 萬 | <0.1% | +2,267+40.8% | 加碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 4,889 | $71.7 萬 | <0.1% | +404+9.0% | 加碼 | 歷史 |
| SPDR Series Trust78468R549 | SP O&G EQP SERV | 9,544 | $71.8 萬 | <0.1% | +3,470+57.1% | 加碼 | – |
| QRVOQorvo, Inc. | Stock | 7,131 | $72.4 萬 | <0.1% | −50−0.7% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 10,951 | $73.0 萬 | <0.1% | +3,213+41.5% | 加碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 1,648 | $73.7 萬 | <0.1% | +80+5.1% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 5,740 | $74.1 萬 | <0.1% | +532+10.2% | 加碼 | – |
| DTEDte Energy Co | COM | 6,854 | $75.1 萬 | <0.1% | −16,591−70.8% | 減碼 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 46,117 | $76.0 萬 | <0.1% | −9,397−16.9% | 減碼 | 歷史 |
| iShares Inc464286343 | US PWR INFRA ETF | 32,612 | $76.1 萬 | <0.1% | +1,121+3.6% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 10,350 | $76.3 萬 | <0.1% | +1,562+17.8% | 加碼 | – |
| EMNEastman Chemical Co | Stock | 9,043 | $76.3 萬 | <0.1% | −220−2.4% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 6,547 | $77.0 萬 | <0.1% | +2,487+61.3% | 加碼 | – |
| CTSHCognizant Technology Solutions Corp | CL A | 12,858 | $78.3 萬 | <0.1% | −4,017−23.8% | 減碼 | 歷史 |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 22,220 | $78.7 萬 | <0.1% | +1,466+7.1% | 加碼 | – |
| PODDInsulet Corp | Stock | 2,510 | $80.1 萬 | <0.1% | −41−1.6% | 減碼 | 歷史 |
| WATWaters Corp | COM | 2,589 | $80.2 萬 | <0.1% | −139−5.1% | 減碼 | 歷史 |
| HRBH&R Block Inc | COM | 22,753 | $80.2 萬 | <0.1% | −597−2.6% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 16,546 | $80.9 萬 | <0.1% | +8,012+93.9% | 加碼 | – |
| DASHDoorDash, Inc. | Stock | 12,862 | $81.8 萬 | <0.1% | +2,992+30.3% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,836 | $82.0 萬 | <0.1% | +43+0.6% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 15,720 | $82.8 萬 | <0.1% | +3,946+33.5% | 加碼 | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 33,080 | $83.3 萬 | <0.1% | +3,670+12.5% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 8,985 | $83.8 萬 | <0.1% | −14,141−61.1% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 15,542 | $84.1 萬 | <0.1% | +2,165+16.2% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 17,104 | $84.4 萬 | <0.1% | +3,428+25.1% | 加碼 | – |
| FDSFactset Research Systems Inc | Stock | 2,048 | $85.0 萬 | <0.1% | −206−9.1% | 減碼 | 歷史 |
| MGMMGM Resorts International | Stock | 19,468 | $86.5 萬 | <0.1% | +438+2.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,127 | $87.0 萬 | <0.1% | +967+30.6% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 16,333 | $87.3 萬 | <0.1% | +7,280+80.4% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 20,618 | $88.1 萬 | <0.1% | +335+1.7% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 17,023 | $89.1 萬 | <0.1% | −4,587−21.2% | 減碼 | – |
| HPQHP Inc | Stock | 30,571 | $89.7 萬 | <0.1% | −3,043−9.1% | 減碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 7,664 | $90.4 萬 | <0.1% | +710+10.2% | 加碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 9,850 | $90.7 萬 | <0.1% | +1,584+19.2% | 加碼 | 歷史 |
| BWABorgwarner Inc | COM | 18,575 | $91.2 萬 | <0.1% | +569+3.2% | 加碼 | 歷史 |
| SBACSba Communications Corp | CL A | 3,496 | $91.3 萬 | <0.1% | −419−10.7% | 減碼 | 歷史 |
| ETF Ser Solutions26922A297 | US VEGAN CLIMA | 26,129 | $91.4 萬 | <0.1% | −126−0.5% | 減碼 | – |
| GRMNGarmin Ltd | SHS | 9,071 | $91.5 萬 | <0.1% | +1,323+17.1% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 13,574 | $91.7 萬 | <0.1% | +13,574 | 新進 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 6,088 | $92.0 萬 | <0.1% | −579−8.7% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 6,870 | $92.1 萬 | <0.1% | +1,996+41.0% | 加碼 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 17,293 | $92.7 萬 | <0.1% | −2,571−12.9% | 減碼 | – |
| ETSYEtsy Inc | COM | 8,350 | $93.0 萬 | <0.1% | −697−7.7% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 16,224 | $94.4 萬 | <0.1% | +813+5.3% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 12,342 | $94.6 萬 | <0.1% | +6,700+118.8% | 加碼 | – |
| iShares MSCI India ETF46429B598 | ETF | 24,036 | $94.6 萬 | <0.1% | +1,285+5.6% | 加碼 | – |
| TERTeradyne, Inc | Stock | 8,804 | $94.7 萬 | <0.1% | +932+11.8% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 19,279 | $95.0 萬 | <0.1% | −4,539−19.1% | 減碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 34,149 | $95.7 萬 | <0.1% | +11,181+48.7% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 56,129 | $96.3 萬 | <0.1% | +5,859+11.7% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 13,032 | $96.5 萬 | <0.1% | +1,691+14.9% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 13,202 | $97.5 萬 | <0.1% | +2,250+20.5% | 加碼 | – |
| CNCCentene Corp | Stock | 15,468 | $97.8 萬 | <0.1% | −9,588−38.3% | 減碼 | 歷史 |
| IEXIdex Corp | COM | 4,234 | $97.8 萬 | <0.1% | −82−1.9% | 減碼 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 3,540 | $98.1 萬 | <0.1% | +612+20.9% | 加碼 | – |
| NDAQNasdaq, Inc. | COM | 17,955 | $98.2 萬 | <0.1% | −20,714−53.6% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 14,515 | $98.3 萬 | <0.1% | −2,137−12.8% | 減碼 | – |
| KEYKeycorp | COM | 79,417 | $99.4 萬 | <0.1% | −124,584−61.1% | 減碼 | 歷史 |
| SYFSynchrony Financial | COM | 34,293 | $99.7 萬 | <0.1% | −7,018−17.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 31,840 | $100.4 萬 | <0.1% | +2,898+10.0% | 加碼 | – |
| BNYBank of New York Mellon Corp | Stock | 22,258 | $101.1 萬 | <0.1% | +3,613+19.4% | 加碼 | 歷史 |
| KMXCarMax Inc | COM | 15,850 | $101.9 萬 | <0.1% | −23,510−59.7% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 31,654 | $102.4 萬 | <0.1% | +5,489+21.0% | 加碼 | – |
| RBLXRoblox Corp | Stock | 22,902 | $103.0 萬 | <0.1% | +10,102+78.9% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 40,757 | $103.9 萬 | <0.1% | +2,545+6.7% | 加碼 | – |
| JBHTHunt J B Transport Services Inc | COM | 5,953 | $104.5 萬 | <0.1% | −7,580−56.0% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 8,439 | $105.0 萬 | <0.1% | +3,105+58.2% | 加碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 37,064 | $105.1 萬 | <0.1% | +2,291+6.6% | 加碼 | – |
| ALKAlaska Air Group, Inc. | COM | 25,100 | $105.3 萬 | <0.1% | −1,973−7.3% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 9,561 | $105.6 萬 | <0.1% | +9,561 | 新進 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 7,742 | $106.1 萬 | <0.1% | −95−1.2% | 減碼 | – |
| GPNGlobal Payments Inc | Stock | 10,147 | $106.8 萬 | <0.1% | +531+5.5% | 加碼 | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 31,308 | $106.9 萬 | <0.1% | −919−2.9% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 26,449 | $107.3 萬 | <0.1% | +18,561+235.3% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 22,032 | $107.5 萬 | <0.1% | +22,032 | 新進 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 8,342 | $107.8 萬 | <0.1% | −1,060−11.3% | 減碼 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 36,418 | $109.5 萬 | <0.1% | +2,951+8.8% | 加碼 | – |
| TTWOTake Two Interactive Software Inc | COM | 9,182 | $109.5 萬 | <0.1% | +3,140+52.0% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 7,151 | $111.0 萬 | <0.1% | +211+3.0% | 加碼 | 歷史 |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 49,864 | $111.4 萬 | <0.1% | +4,691+10.4% | 加碼 | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 30,038 | $113.4 萬 | <0.1% | +5,075+20.3% | 加碼 | – |
2022 年第 4 季之後清倉（19 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AAPAdvance Auto Parts Inc | COM | 13,203 | $194.1 萬 | <0.1% | 歷史 |
| GENGen Digital Inc. | Stock | 74,827 | $160.4 萬 | <0.1% | 歷史 |
| SIVBSVB Financial Group | COM | 3,580 | $82.4 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 21,752 | $66.1 萬 | <0.1% | – |
| LNCLincoln National Corp | COM | 20,883 | $64.2 萬 | <0.1% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 6,192 | $45.5 萬 | <0.1% | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 3,937 | $42.9 萬 | <0.1% | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 5,199 | $36.3 萬 | <0.1% | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 10,101 | $30.4 萬 | <0.1% | 歷史 |
| iShares Tr464289479 | CORE LT USDB ETF | 5,718 | $29.1 萬 | <0.1% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,838 | $24.1 萬 | <0.1% | – |
| FHNFirst Horizon Corp | COM | 9,371 | $23.0 萬 | <0.1% | 歷史 |
| MTCHMatch Group, Inc. | COM | 5,390 | $22.4 萬 | <0.1% | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 795 | $22.1 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E545 | MSCI GBL TIMBR | 6,795 | $20.5 萬 | <0.1% | – |
| TECHBIO-TECHNE Corp | COM | 2,472 | $20.5 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 2,341 | $20.1 萬 | <0.1% | – |
| Spinnaker ETF Series84858T400 | CANNABIS ETF | 73,368 | $19.0 萬 | <0.1% | – |
| NWLNewell Brands Inc. | Stock | 12,541 | $16.4 萬 | <0.1% | 歷史 |