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Livermore
Livermore
中文EN

Wealthfront Advisers LLC

SEC CIK
0001763921
最新申報
2026/8/7

2023 年第 3 季持倉

持倉截至 2023/9/30，2023/11/1 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。

機構總覽
持股檔數
827
較 2023 年第 2 季 +3
總值
$232.3 億
較 2023 年第 2 季 −$3.57 億 (−1.5%)
申報日
2023/11/1
SEC
Wealthfront Advisers LLC 在 2023 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Tr464288356CALIF MUN BD ETF20,716$113.6 萬<0.1%−2,581−11.1%減碼–
GRMNGarmin LtdSHS10,887$114.5 萬<0.1%+927+9.3%加碼歷史
KEYSKeysight Technologies, Inc.Stock8,849$117.1 萬<0.1%−7,225−44.9%減碼歷史
iShares Tr464287630RUS 2000 VAL ETF8,720$118.2 萬<0.1%+2,092+31.6%加碼–
COINCoinbase Global, Inc.COM CL A15,755$118.3 萬<0.1%+4,012+34.2%加碼歷史
BNYBank of New York Mellon CorpStock27,841$118.7 萬<0.1%−557−2.0%減碼歷史
TWLOTwilio IncCL A20,288$118.7 萬<0.1%+1,372+7.3%加碼歷史
ZZillow Group, Inc.CL C CAP STK26,234$121.1 萬<0.1%+16,073+158.2%加碼歷史
CNCCentene CorpStock17,696$121.9 萬<0.1%+78+0.4%加碼歷史
AOSSmith A O CorpCOM18,456$122.0 萬<0.1%−449−2.4%減碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF38,479$122.4 萬<0.1%−2,991−7.2%減碼依 5 比 1 拆股換算–
CRWDCrowdStrike Holdings, Inc.Stock7,368$123.3 萬<0.1%−282−3.7%減碼歷史
NSCNorfolk Southern CorpStock6,345$125.0 萬<0.1%−463−6.8%減碼歷史
VRSNVerisign IncCOM6,184$125.2 萬<0.1%−2,279−26.9%減碼歷史
SPLKSplunk IncCOM8,657$126.6 萬<0.1%+4,121+90.9%加碼歷史
FISFidelity National Information Services, Inc.Stock23,577$130.3 萬<0.1%+7,768+49.1%加碼歷史
SRESempraStock19,181$130.5 萬<0.1%−3,327−14.8%減碼依 2 比 1 拆股換算歷史
KSSKOHLS CorpStock62,528$131.1 萬<0.1%−1,843−2.9%減碼歷史
RBB FD Inc74933W601MOTLEY FOL ETF33,480$131.6 萬<0.1%+4,531+15.7%加碼–
TTWOTake Two Interactive Software IncCOM9,450$132.7 萬<0.1%−74−0.8%減碼歷史
BRBroadridge Financial Solutions, Inc.Stock7,431$133.1 萬<0.1%+1,450+24.2%加碼歷史
AEEAmeren CorpCOM17,820$133.3 萬<0.1%−3,411−16.1%減碼歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF21,685$134.2 萬<0.1%+6,584+43.6%加碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT9,490$134.5 萬<0.1%+435+4.8%加碼–
ARK Blockchain & Fintech Innovation ETF00214Q708ETF69,659$134.9 萬<0.1%+3,774+5.7%加碼–
Pgim ETF Tr69344A107PGIM ULTRA SH BD27,398$135.6 萬<0.1%+10,405+61.2%加碼–
Vanguard World FD921910873MEGA CAP INDEX8,948$135.9 萬<0.1%+2,327+35.1%加碼–
LNTAlliant Energy CorpStock28,309$137.2 萬<0.1%−7,074−20.0%減碼歷史
AWKAmerican Water Works Company, Inc.Stock11,128$137.8 萬<0.1%−16,863−60.2%減碼歷史
HOGHarley-Davidson, Inc.COM41,877$138.4 萬<0.1%−858−2.0%減碼歷史
MDBMongoDB, Inc.CL A4,004$138.5 萬<0.1%+472+13.4%加碼歷史
iShares Tr464288570ESG MSCI KLD ETF17,139$139.5 萬<0.1%+10+0.1%加碼–
AAPAdvance Auto Parts IncCOM24,959$139.6 萬<0.1%+24,959新進歷史
KMXCarMax IncCOM19,813$140.1 萬<0.1%−311−1.5%減碼歷史
iShares Tr464287341GLOBAL ENERG ETF33,975$140.2 萬<0.1%+3,229+10.5%加碼–
IVZInvesco Ltd.Stock97,950$142.2 萬<0.1%−2,324−2.3%減碼歷史
TEAMAtlassian CorpCL A7,061$142.3 萬<0.1%+4,658+193.8%加碼歷史
GEHCGE HealthCare Technologies Inc.Stock20,997$142.9 萬<0.1%+773+3.8%加碼歷史
NVRNVR IncCOM240$143.1 萬<0.1%−2−0.8%減碼歷史
BIIBBiogen Inc.COM5,600$143.9 萬<0.1%−4,941−46.9%減碼歷史
AVBAvalonbay Communities IncCOM8,385$144.0 萬<0.1%+841+11.1%加碼歷史
American Centy ETF Tr025072877US SML CP VALU18,778$146.4 萬<0.1%−189−1.0%減碼–
DASHDoorDash, Inc.Stock18,456$146.7 萬<0.1%+1,046+6.0%加碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF19,455$147.5 萬<0.1%+3,744+23.8%加碼–
IPGInterpublic Group of Companies, Inc.COM51,560$147.8 萬<0.1%−23,709−31.5%減碼歷史
QRVOQorvo, Inc.Stock15,630$149.2 萬<0.1%+9,226+144.1%加碼歷史
SPDR Series Trust78464A755ST STR SP METAL28,491$149.6 萬<0.1%−930−3.2%減碼–
MMacy's, Inc.COM130,891$152.0 萬<0.1%−2,807−2.1%減碼歷史
SWKSSkyworks Solutions, Inc.Stock15,436$152.2 萬<0.1%+8,236+114.4%加碼歷史
Vanguard BD Index FDS921937793LONG TERM BOND22,754$152.6 萬<0.1%+10,214+81.5%加碼–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF29,477$152.9 萬<0.1%+11,574+64.6%加碼–
DFSDiscover Financial ServicesCOM17,721$153.5 萬<0.1%−4,798−21.3%減碼歷史
EBAYeBay IncCOM34,850$153.7 萬<0.1%−18,251−34.4%減碼歷史
STLDSteel Dynamics IncCOM14,338$153.7 萬<0.1%+7,206+101.0%加碼歷史
iShares Tr46434V464LOW CA OP MS ETF10,352$155.5 萬<0.1%+438+4.4%加碼–
TOSTToast, Inc.Stock83,404$156.2 萬<0.1%+70,325+537.7%加碼歷史
ARESAres Management CorpCL A COM STK15,352$157.9 萬<0.1%+2,140+16.2%加碼歷史
ALGNAlign Technology IncCOM5,174$158.0 萬<0.1%−57−1.1%減碼歷史
iShares Semiconductor ETF464287523ETF3,344$158.4 萬<0.1%+491+17.2%加碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF47,913$158.9 萬<0.1%−2,023−4.1%減碼–
TPRTapestry, Inc.COM55,610$159.9 萬<0.1%−1,449−2.5%減碼歷史
HPQHP IncStock62,575$160.8 萬<0.1%+5,064+8.8%加碼歷史
CMSCMS Energy CorpCOM30,544$162.2 萬<0.1%−8,941−22.6%減碼歷史
PNCPNC Financial Services Group, Inc.Stock13,279$163.0 萬<0.1%−818−5.8%減碼歷史
Global X FDS37954Y483NASDAQ 100 COVER98,120$164.5 萬<0.1%+24,974+34.1%加碼–
iShares Tr46429B671MSCI CHINA ETF38,170$165.2 萬<0.1%+20,755+119.2%加碼–
HOLXHologic IncCOM23,878$165.7 萬<0.1%−12,785−34.9%減碼歷史
TERTeradyne, IncStock16,645$167.2 萬<0.1%+8,116+95.2%加碼歷史
MLMMartin Marietta Materials IncCOM4,097$168.2 萬<0.1%+91+2.3%加碼歷史
HSTHost Hotels & Resorts, Inc.COM106,232$170.7 萬<0.1%+59,919+129.4%加碼歷史
SNOWSnowflake Inc.Stock11,176$170.7 萬<0.1%−1,923−14.7%減碼歷史
WisdomTree Tr97717Y691CLOUD COMPUTNG57,773$171.2 萬<0.1%+3,916+7.3%加碼–
AALAmerican Airlines Group Inc.Stock133,743$171.3 萬<0.1%−6,156−4.4%減碼歷史
IRIngersoll Rand Inc.COM26,918$171.5 萬<0.1%−885−3.2%減碼歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS30,033$171.6 萬<0.1%+2,424+8.8%加碼–
Flexshares Tr33939L407MORNSTAR UPSTR42,557$172.1 萬<0.1%+4,673+12.3%加碼–
EGEverest Group, Ltd.COM4,631$172.1 萬<0.1%−902−16.3%減碼歷史
iShares Tr464287291GLOBAL TECH ETF30,373$175.7 萬<0.1%+10,449+52.4%加碼–
CNPCenterpoint Energy IncCOM65,536$176.0 萬<0.1%−6,220−8.7%減碼歷史
RCLRoyal Caribbean Cruises LtdCOM19,174$176.7 萬<0.1%+10,348+117.2%加碼歷史
SPDR Series Trust78468R556SP O&G EXPL PRO11,981$177.2 萬<0.1%−2,981−19.9%減碼–
Vanguard Consumer Staples ETF92204A207ETF9,725$177.6 萬<0.1%+815+9.1%加碼–
ALLAllstate CorpStock15,957$177.8 萬<0.1%+506+3.3%加碼歷史
ULTAUlta Beauty, Inc.Stock4,456$178.0 萬<0.1%+517+13.1%加碼歷史
WSTWest Pharmaceutical Services IncCOM4,800$180.1 萬<0.1%+59+1.2%加碼歷史
Vanguard Total World Stock ETF922042742ETF19,396$180.7 萬<0.1%+288+1.5%加碼–
WABWestinghouse Air Brake Technologies CorpStock17,123$182.0 萬<0.1%+2,684+18.6%加碼歷史
TRVTravelers Companies, Inc.Stock11,160$182.3 萬<0.1%−4,991−30.9%減碼歷史
iShares MSCI India ETF46429B598ETF41,221$182.3 萬<0.1%+4,614+12.6%加碼–
VTRSViatris IncStock184,875$182.3 萬<0.1%+36,554+24.6%加碼歷史
RIVNRivian Automotive, Inc.Stock75,506$183.3 萬<0.1%+29,650+64.7%加碼歷史
Vanguard Health Care ETF92204A504ETF7,802$183.4 萬<0.1%+211+2.8%加碼–
WPCW. P. Carey Inc.COM34,185$184.9 萬<0.1%−5,396−13.6%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF44,695$185.1 萬<0.1%−3,905−8.0%減碼–
CSXCSX CorpStock60,251$185.3 萬<0.1%−23,027−27.7%減碼歷史
WECWec Energy Group, Inc.Stock23,070$185.8 萬<0.1%−3,774−14.1%減碼歷史
APOApollo Global Management, Inc.COM20,727$186.0 萬<0.1%+3,412+19.7%加碼歷史
ETREntergy CorpCOM20,216$187.0 萬<0.1%+2,389+13.4%加碼歷史
VTRVentas, Inc.REIT44,930$189.3 萬<0.1%+6,398+16.6%加碼歷史
HLTHilton Worldwide Holdings Inc.COM12,875$193.4 萬<0.1%+429+3.4%加碼歷史

2023 年第 2 季之後清倉（20 檔）

2023 年第 2 季季末還持有、這份申報已經沒有的部位。

Wealthfront Advisers LLC 在 2023 年第 2 季之後清倉的部位
證券類別2023 年第 2 季股數2023 年第 2 季市值2023 年第 2 季佔組合 %紀錄
BKIBlack Knight, Inc.COM33,858$202.2 萬<0.1%歷史
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF8,062$56.2 萬<0.1%–
MKTXMarketaxess Holdings IncCOM2,122$55.5 萬<0.1%歷史
DOCUDocuSign, Inc.Stock9,654$49.3 萬<0.1%歷史
ETSYEtsy IncCOM5,067$42.9 萬<0.1%歷史
iShares Tr464288489INTL DEV RE ETF18,204$36.1 萬<0.1%–
CPTCamden Property TrustREIT3,054$33.2 萬<0.1%歷史
FMCFMC CorpCOM NEW2,775$29.0 萬<0.1%歷史
ILMNIllumina, Inc.COM1,441$27.0 萬<0.1%歷史
Invesco Exchange Traded FD T46137V142WATER RES ETF4,507$25.4 萬<0.1%–
Liberty Media Corp531229409COM A SIRIUSXM7,444$24.4 萬<0.1%–
ALLYAlly Financial Inc.Stock8,693$23.5 萬<0.1%歷史
Franklin Templeton ETF Tr35473P678FTSE UNTD KGDM9,231$22.5 萬<0.1%–
VanEck ETF Trust92189F791JUNIOR GOLD MINE6,142$21.9 萬<0.1%–
iShares Tr464288323NEW YORK MUN ETF4,084$21.8 萬<0.1%–
iShares Core MSCI Europe ETF46434V738ETF3,979$20.9 萬<0.1%–
GTMZoomInfo Technologies Inc.Stock8,173$20.8 萬<0.1%歷史
RSReliance, Inc.COM755$20.5 萬<0.1%歷史
Investment Managers Ser Tr I46144X537AXS CANNABIS ETF99,560$17.0 萬<0.1%–
LUMNLumen Technologies, Inc.Stock11,228$2.54 萬<0.1%歷史