Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- 最新申報
- 2026/8/7
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/19 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 866
- 較 2023 年第 4 季 +4
- 總值
- $285.8 億
- 較 2023 年第 4 季 +$25.4 億 (+9.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CHWYChewy, Inc. | CL A | 48,551 | $77.2 萬 | <0.1% | −796−1.6% | 減碼 | 歷史 |
| SPDR Series Trust78468R796 | ST STR SP500FF | 18,112 | $77.5 萬 | <0.1% | +4,060+28.9% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 2,442 | $77.6 萬 | <0.1% | +112+4.8% | 加碼 | – |
| ENPHEnphase Energy, Inc. | Stock | 6,415 | $77.6 萬 | <0.1% | +1,111+20.9% | 加碼 | 歷史 |
| Global X FDS37960A669 | SUPERDIVIDEND | 35,904 | $77.7 萬 | <0.1% | +5,451+17.9% | 加碼 | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 16,137 | $77.8 萬 | <0.1% | +1,565+10.7% | 加碼 | – |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 32,413 | $78.1 萬 | <0.1% | +1,502+4.9% | 加碼 | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 35,729 | $78.5 萬 | <0.1% | +2,520+7.6% | 加碼 | – |
| ZBRAZebra Technologies Corp | CL A | 2,610 | $78.7 萬 | <0.1% | +376+16.8% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 8,114 | $78.9 萬 | <0.1% | +520+6.8% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 20,580 | $79.5 萬 | <0.1% | +4,790+30.3% | 加碼 | 歷史 |
| HOLXHologic Inc | COM | 10,245 | $79.9 萬 | <0.1% | +178+1.8% | 加碼 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 2,378 | $80.0 萬 | <0.1% | +98+4.3% | 加碼 | – |
| CINFCincinnati Financial Corp | COM | 6,496 | $80.7 萬 | <0.1% | +256+4.1% | 加碼 | 歷史 |
| iShares Inc464286343 | US PWR INFRA ETF | 30,679 | $81.4 萬 | <0.1% | −2,337−7.1% | 減碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 28,176 | $81.8 萬 | <0.1% | −5,642−16.7% | 減碼 | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 22,660 | $82.6 萬 | <0.1% | +3,585+18.8% | 加碼 | – |
| SUISun Communities Inc | COM | 6,426 | $82.6 萬 | <0.1% | +460+7.7% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 12,720 | $83.1 萬 | <0.1% | +292+2.3% | 加碼 | 歷史 |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 24,413 | $84.7 萬 | <0.1% | −7,429−23.3% | 減碼 | – |
| Tidal Trust III45259A209 | NAACP MINO ETF | 22,118 | $84.8 萬 | <0.1% | +2,054+10.2% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 21,650 | $85.9 萬 | <0.1% | +2,254+11.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 34,631 | $86.1 萬 | <0.1% | −368−1.1% | 減碼 | – |
| SPDR Ser Tr78468R655 | S&P KENSHO CLEAN | 13,357 | $86.5 萬 | <0.1% | +4,830+56.6% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 7,492 | $86.8 萬 | <0.1% | −33−0.4% | 減碼 | – |
| BAXBaxter International Inc | Stock | 20,439 | $87.4 萬 | <0.1% | +2,613+14.7% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 6,819 | $87.6 萬 | <0.1% | −48−0.7% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 13,368 | $87.8 萬 | <0.1% | −2,215−14.2% | 減碼 | – |
| ESSEssex Property Trust, Inc. | COM | 3,597 | $88.1 萬 | <0.1% | +417+13.1% | 加碼 | 歷史 |
| CRBGCorebridge Financial, Inc. | COM | 30,953 | $88.9 萬 | <0.1% | +17,691+133.4% | 加碼 | 歷史 |
| SBACSba Communications Corp | CL A | 4,122 | $89.3 萬 | <0.1% | −2,586−38.6% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 8,128 | $89.5 萬 | <0.1% | +540+7.1% | 加碼 | – |
| HIIHuntington Ingalls Industries, Inc. | COM | 3,075 | $89.6 萬 | <0.1% | −77−2.4% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 10,856 | $91.3 萬 | <0.1% | −984−8.3% | 減碼 | – |
| SHOPShopify Inc. | Stock | 11,852 | $91.5 萬 | <0.1% | +3,161+36.4% | 加碼 | 歷史 |
| HSICHenry Schein Inc | COM | 12,144 | $91.7 萬 | <0.1% | −287−2.3% | 減碼 | 歷史 |
| IEXIdex Corp | COM | 3,772 | $92.0 萬 | <0.1% | −111−2.9% | 減碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 8,779 | $92.2 萬 | <0.1% | +1,420+19.3% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 5,464 | $92.2 萬 | <0.1% | +2,611+91.5% | 加碼 | 歷史 |
| RKTRocket Companies, Inc. | Stock | 64,105 | $93.3 萬 | <0.1% | +64,105 | 新進 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 7,528 | $94.3 萬 | <0.1% | +1,385+22.5% | 加碼 | – |
| LDOSLeidos Holdings, Inc. | COM | 7,345 | $96.3 萬 | <0.1% | +58+0.8% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 13,026 | $96.6 萬 | <0.1% | +232+1.8% | 加碼 | 歷史 |
| iShares Tr464289446 | RUS TOP 200 ETF | 7,630 | $97.0 萬 | <0.1% | +755+11.0% | 加碼 | – |
| EXPEExpedia Group, Inc. | Stock | 7,077 | $97.5 萬 | <0.1% | −239−3.3% | 減碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 2,149 | $97.6 萬 | <0.1% | −62−2.8% | 減碼 | 歷史 |
| WATWaters Corp | COM | 2,840 | $97.8 萬 | <0.1% | +16+0.6% | 加碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 17,078 | $98.3 萬 | <0.1% | +4,358+34.3% | 加碼 | – |
| MKCMcCormick & Co Inc | Stock | 12,811 | $98.4 萬 | <0.1% | +1,156+9.9% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 26,111 | $99.7 萬 | <0.1% | +716+2.8% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 8,042 | $101.3 萬 | <0.1% | +900+12.6% | 加碼 | – |
| NDAQNasdaq, Inc. | COM | 16,073 | $101.4 萬 | <0.1% | +1,004+6.7% | 加碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 21,828 | $101.5 萬 | <0.1% | +524+2.5% | 加碼 | – |
| CMAComerica Inc | COM | 18,536 | $101.9 萬 | <0.1% | −1,534−7.6% | 減碼 | 歷史 |
| Global X FDS37954Y731 | CONSCIOUS COS | 28,196 | $102.1 萬 | <0.1% | +10,739+61.5% | 加碼 | – |
| HRBH&R Block Inc | COM | 20,798 | $102.1 萬 | <0.1% | −584−2.7% | 減碼 | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 33,821 | $102.7 萬 | <0.1% | −33,185−49.5% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 27,566 | $103.6 萬 | <0.1% | +1,483+5.7% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 4,655 | $103.9 萬 | <0.1% | +12+0.3% | 加碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 38,712 | $104.0 萬 | <0.1% | +20,835+116.5% | 加碼 | – |
| IFFInternational Flavors & Fragrances Inc | COM | 12,199 | $104.9 萬 | <0.1% | −749−5.8% | 減碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 9,714 | $105.2 萬 | <0.1% | −1,096−10.1% | 減碼 | 歷史 |
| ESEversource Energy | Stock | 17,810 | $106.5 萬 | <0.1% | −4,341−19.6% | 減碼 | 歷史 |
| VRSNVerisign Inc | COM | 5,618 | $106.5 萬 | <0.1% | −1,614−22.3% | 減碼 | 歷史 |
| MKLMarkel Group Inc. | COM | 703 | $107.0 萬 | <0.1% | +334+90.5% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 34,031 | $107.6 萬 | <0.1% | −20,013−37.0% | 減碼 | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 9,683 | $108.2 萬 | <0.1% | −117−1.2% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 4,957 | $108.3 萬 | <0.1% | −614−11.0% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 814 | $108.4 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 36,254 | $109.1 萬 | <0.1% | +16,320+81.9% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 9,625 | $109.9 萬 | <0.1% | +1,194+14.2% | 加碼 | – |
| GPNGlobal Payments Inc | Stock | 8,229 | $110.0 萬 | <0.1% | +248+3.1% | 加碼 | 歷史 |
| AEEAmeren Corp | COM | 14,915 | $110.3 萬 | <0.1% | +197+1.3% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 8,056 | $110.6 萬 | <0.1% | +948+13.3% | 加碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 10,561 | $110.9 萬 | <0.1% | +3,568+51.0% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 23,092 | $113.6 萬 | <0.1% | +730+3.3% | 加碼 | – |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 27,252 | $113.6 萬 | <0.1% | +1,745+6.8% | 加碼 | – |
| ROKURoku, Inc | COM CL A | 17,731 | $115.6 萬 | <0.1% | +8,215+86.3% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 3,996 | $116.1 萬 | <0.1% | −370−8.5% | 減碼 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 6,261 | $116.2 萬 | <0.1% | +136+2.2% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 7,545 | $116.9 萬 | <0.1% | +138+1.9% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 9,574 | $117.9 萬 | <0.1% | +1,604+20.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 41,061 | $118.7 萬 | <0.1% | +7,608+22.7% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 52,187 | $118.8 萬 | <0.1% | +3,715+7.7% | 加碼 | – |
| KEYSKeysight Technologies, Inc. | Stock | 7,644 | $119.5 萬 | <0.1% | −56−0.7% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 14,725 | $120.1 萬 | <0.1% | −116−0.8% | 減碼 | – |
| LNTAlliant Energy Corp | Stock | 23,857 | $120.2 萬 | <0.1% | −4,262−15.2% | 減碼 | 歷史 |
| MSTRStrategy Inc | Stock | 707 | $120.5 萬 | <0.1% | +707 | 新進 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 8,090 | $120.9 萬 | <0.1% | −3,495−30.2% | 減碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 30,604 | $121.8 萬 | <0.1% | +4,015+15.1% | 加碼 | – |
| BIIBBiogen Inc. | COM | 5,661 | $122.1 萬 | <0.1% | −271−4.6% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 6,653 | $122.3 萬 | <0.1% | +22+0.3% | 加碼 | – |
| TDYTeledyne Technologies Inc | COM | 2,880 | $123.6 萬 | <0.1% | −104−3.5% | 減碼 | 歷史 |
| STTState Street Corp | COM | 16,023 | $123.9 萬 | <0.1% | −410−2.5% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 70,671 | $125.3 萬 | <0.1% | +25,256+55.6% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 23,955 | $126.4 萬 | <0.1% | +1,559+7.0% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 8,750 | $126.8 萬 | <0.1% | −259−2.9% | 減碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 6,187 | $126.9 萬 | <0.1% | +2,512+68.4% | 加碼 | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 50,433 | $127.5 萬 | <0.1% | +20,681+69.5% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 14,290 | $127.9 萬 | <0.1% | +4,399+44.5% | 加碼 | – |
2023 年第 4 季之後清倉（21 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPLKSplunk Inc | COM | 43,854 | $668.1 萬 | <0.1% | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 30,354 | $142.3 萬 | <0.1% | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 3,097 | $117.2 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 13,364 | $80.7 萬 | <0.1% | – |
| ARCCAres Capital Corp | CEF | 29,979 | $60.0 萬 | <0.1% | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 1,549 | $45.4 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 7,597 | $35.3 萬 | <0.1% | – |
| Paramount Global92556H206 | CL B | 22,709 | $33.6 萬 | <0.1% | – |
| CPAYCorpay, Inc. | COM | 1,178 | $33.3 萬 | <0.1% | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 13,902 | $27.0 萬 | <0.1% | – |
| COLBColumbia Banking System, Inc. | COM | 9,721 | $25.9 萬 | <0.1% | 歷史 |
| SPDR Ser Tr78468R127 | S&P INTERNET ETF | 2,937 | $25.8 萬 | <0.1% | – |
| AWRAmerican States Water Co | COM | 2,742 | $22.1 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 4,890 | $20.7 萬 | <0.1% | – |
| FIVEFive Below, Inc | COM | 958 | $20.4 萬 | <0.1% | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,632 | $20.3 萬 | <0.1% | – |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 2,489 | $20.2 萬 | <0.1% | – |
| Investment Managers Ser Tr I46144X412 | AXS CANNABIS ETF | 11,105 | $18.7 萬 | <0.1% | – |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 17,844 | $5.76 萬 | <0.1% | – |
| NVAXNovavax Inc | COM NEW | 10,562 | $5.07 萬 | <0.1% | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 11,432 | $2.09 萬 | <0.1% | 歷史 |