Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- 最新申報
- 2026/8/7
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/14 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 871
- 較 2024 年第 1 季 +5
- 總值
- $297.2 億
- 較 2024 年第 1 季 +$11.4 億 (+4.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GLWCorning Inc | COM | 19,736 | $76.7 萬 | <0.1% | +1,787+10.0% | 加碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,459 | $78.1 萬 | <0.1% | +1,841+13.5% | 加碼 | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 22,160 | $78.6 萬 | <0.1% | −500−2.2% | 減碼 | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 15,747 | $78.8 萬 | <0.1% | +10,504+200.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 10,342 | $79.9 萬 | <0.1% | +408+4.1% | 加碼 | – |
| iShares Tr46435U440 | USD GRN BOND ETF | 17,220 | $80.1 萬 | <0.1% | +1,082+6.7% | 加碼 | – |
| RBLXRoblox Corp | Stock | 21,756 | $81.0 萬 | <0.1% | −4,355−16.7% | 減碼 | 歷史 |
| WATWaters Corp | COM | 2,813 | $81.6 萬 | <0.1% | −27−1.0% | 減碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 2,643 | $81.7 萬 | <0.1% | +33+1.3% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 3,523 | $81.7 萬 | <0.1% | −2,138−37.8% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 3,278 | $81.9 萬 | <0.1% | −2,817−46.2% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 9,926 | $82.6 萬 | <0.1% | −254−2.5% | 減碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 7,782 | $82.9 萬 | <0.1% | −1,932−19.9% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 34,002 | $83.9 萬 | <0.1% | −629−1.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 11,130 | $84.4 萬 | <0.1% | −5,509−33.1% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 9,859 | $84.5 萬 | <0.1% | +2,671+37.2% | 加碼 | – |
| TYLTyler Technologies Inc | COM | 1,686 | $84.8 萬 | <0.1% | +97+6.1% | 加碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 8,084 | $84.8 萬 | <0.1% | −2,477−23.5% | 減碼 | 歷史 |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 38,964 | $85.0 萬 | <0.1% | +3,235+9.1% | 加碼 | – |
| Global X FDS37954Y731 | CONSCIOUS COS | 23,028 | $85.2 萬 | <0.1% | −5,168−18.3% | 減碼 | – |
| SUISun Communities Inc | COM | 7,084 | $85.2 萬 | <0.1% | +658+10.2% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 7,087 | $86.4 萬 | <0.1% | −955−11.9% | 減碼 | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 116,488 | $86.7 萬 | <0.1% | +92,152+378.7% | 加碼 | 歷史 |
| VanEck Vectors ETF Tr92189H870 | ENERGY INCOME | 10,925 | $86.9 萬 | <0.1% | +1,682+18.2% | 加碼 | – |
| STZConstellation Brands, Inc. | Stock | 3,411 | $87.8 萬 | <0.1% | −1,416−29.3% | 減碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 5,549 | $88.8 萬 | <0.1% | −7,327−56.9% | 減碼 | 歷史 |
| CMAComerica Inc | COM | 17,531 | $89.5 萬 | <0.1% | −1,005−5.4% | 減碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 7,599 | $89.7 萬 | <0.1% | +1,103+17.0% | 加碼 | 歷史 |
| Global X FDS37960A669 | SUPERDIVIDEND | 40,789 | $89.8 萬 | <0.1% | +4,885+13.6% | 加碼 | – |
| MKCMcCormick & Co Inc | Stock | 12,680 | $90.0 萬 | <0.1% | −131−1.0% | 減碼 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 6,324 | $90.2 萬 | <0.1% | +946+17.6% | 加碼 | 歷史 |
| NWSNews Corp | CL B | 31,879 | $90.5 萬 | <0.1% | +31,879 | 新進 | 歷史 |
| RJFRaymond James Financial Inc | COM | 7,357 | $90.9 萬 | <0.1% | +538+7.9% | 加碼 | 歷史 |
| iShares Inc464286343 | US PWR INFRA ETF | 35,309 | $91.7 萬 | <0.1% | +4,630+15.1% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 20,109 | $92.0 萬 | <0.1% | −1,719−7.9% | 減碼 | – |
| WYWeyerhaeuser Co | COM NEW | 32,798 | $93.1 萬 | <0.1% | −104,304−76.1% | 減碼 | 歷史 |
| Tidal Trust III45259A209 | NAACP MINO ETF | 23,598 | $93.2 萬 | <0.1% | +1,480+6.7% | 加碼 | – |
| NDAQNasdaq, Inc. | COM | 15,563 | $93.8 萬 | <0.1% | −510−3.2% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 6,829 | $95.4 萬 | <0.1% | +3,000+78.3% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 24,609 | $96.1 萬 | <0.1% | +2,959+13.7% | 加碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 16,967 | $96.5 萬 | <0.1% | −111−0.6% | 減碼 | – |
| JCIJohnson Controls International plc | Stock | 14,759 | $98.1 萬 | <0.1% | +2,039+16.0% | 加碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 34,369 | $98.3 萬 | <0.1% | +20,343+145.0% | 加碼 | 歷史 |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 39,549 | $98.4 萬 | <0.1% | +7,136+22.0% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 26,274 | $98.5 萬 | <0.1% | +7,452+39.6% | 加碼 | – |
| SHOPShopify Inc. | Stock | 14,943 | $98.7 萬 | <0.1% | +3,091+26.1% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 11,101 | $98.9 萬 | <0.1% | +2,987+36.8% | 加碼 | 歷史 |
| Global X FDS37954Y343 | GLBL X MLP ETF | 20,418 | $99.0 萬 | <0.1% | +4,281+26.5% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 8,227 | $99.3 萬 | <0.1% | +699+9.3% | 加碼 | – |
| PPGPPG Industries Inc | Stock | 7,902 | $99.5 萬 | <0.1% | −848−9.7% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 9,642 | $100.6 萬 | <0.1% | +1,586+19.7% | 加碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 7,373 | $100.8 萬 | <0.1% | −271−3.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,880 | $102.9 萬 | <0.1% | +625+49.8% | 加碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 10,787 | $103.0 萬 | <0.1% | −3,959−26.8% | 減碼 | – |
| SPDR Series Trust78468R796 | ST STR SP500FF | 23,198 | $103.5 萬 | <0.1% | +5,086+28.1% | 加碼 | – |
| EXCExelon Corp | Stock | 29,925 | $103.6 萬 | <0.1% | +2,359+8.6% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 8,977 | $103.7 萬 | <0.1% | +1,485+19.8% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 12,838 | $104.1 萬 | <0.1% | +1,982+18.3% | 加碼 | – |
| GMEGameStop Corp. | Stock | 42,239 | $104.3 萬 | <0.1% | +42,239 | 新進 | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 36,923 | $104.5 萬 | <0.1% | +8,747+31.0% | 加碼 | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 44,558 | $104.6 萬 | <0.1% | −19,767−30.7% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 11,627 | $104.9 萬 | <0.1% | −2,663−18.6% | 減碼 | – |
| COOCooper Companies, Inc. | COM | 12,154 | $106.1 萬 | <0.1% | +12,154 | 新進 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 31,521 | $107.0 萬 | <0.1% | −2,510−7.4% | 減碼 | – |
| MSTRStrategy Inc | Stock | 785 | $108.1 萬 | <0.1% | +78+11.0% | 加碼 | 歷史 |
| HRBH&R Block Inc | COM | 19,950 | $108.2 萬 | <0.1% | −848−4.1% | 減碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 7,183 | $108.7 萬 | <0.1% | −9,492−56.9% | 減碼 | 歷史 |
| POOLPool Corp | COM | 3,573 | $109.8 萬 | <0.1% | −4,127−53.6% | 減碼 | 歷史 |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 17,314 | $112.1 萬 | <0.1% | +17,314 | 新進 | – |
| MTDMettler Toledo International Inc | COM | 816 | $114.0 萬 | <0.1% | +2+0.2% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 6,269 | $114.3 萬 | <0.1% | −384−5.8% | 減碼 | – |
| FISFidelity National Information Services, Inc. | Stock | 15,281 | $115.2 萬 | <0.1% | +2,255+17.3% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 27,999 | $116.3 萬 | <0.1% | −51,933−65.0% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 41,733 | $116.3 萬 | <0.1% | +672+1.6% | 加碼 | – |
| TAPMolson Coors Beverage Co | CL B | 23,298 | $118.4 萬 | <0.1% | −79,434−77.3% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 9,159 | $118.8 萬 | <0.1% | −27,736−75.2% | 減碼 | 歷史 |
| KMXCarMax Inc | COM | 16,425 | $120.5 萬 | <0.1% | +1,439+9.6% | 加碼 | 歷史 |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 35,469 | $120.6 萬 | <0.1% | +11,056+45.3% | 加碼 | – |
| AEEAmeren Corp | COM | 16,970 | $120.7 萬 | <0.1% | +2,055+13.8% | 加碼 | 歷史 |
| PVHPVH Corp. | COM | 11,402 | $120.7 萬 | <0.1% | −460−3.9% | 減碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 32,698 | $121.0 萬 | <0.1% | +2,094+6.8% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 24,954 | $121.5 萬 | <0.1% | +1,862+8.1% | 加碼 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 13,129 | $121.7 萬 | <0.1% | −491−3.6% | 減碼 | – |
| AALAmerican Airlines Group Inc. | Stock | 109,212 | $123.7 萬 | <0.1% | +5,164+5.0% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 6,098 | $123.8 萬 | <0.1% | −231−3.6% | 減碼 | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 10,106 | $123.9 萬 | <0.1% | +423+4.4% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 21,934 | $124.4 萬 | <0.1% | +4,124+23.2% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 5,141 | $124.6 萬 | <0.1% | +264+5.4% | 加碼 | 歷史 |
| ITGartner Inc | COM | 2,780 | $124.8 萬 | <0.1% | −60−2.1% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 20,813 | $124.9 萬 | <0.1% | −254−1.2% | 減碼 | 歷史 |
| STTState Street Corp | COM | 16,913 | $125.2 萬 | <0.1% | +890+5.6% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 11,140 | $125.2 萬 | <0.1% | +3,012+37.1% | 加碼 | – |
| LPLALPL Financial Holdings Inc. | COM | 4,485 | $125.3 萬 | <0.1% | +2,933+189.0% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 9,592 | $126.7 萬 | <0.1% | +4,710+96.5% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 11,492 | $126.8 萬 | <0.1% | +1,867+19.4% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 15,638 | $127.1 萬 | <0.1% | +913+6.2% | 加碼 | – |
| KSSKOHLS Corp | Stock | 55,400 | $127.4 萬 | <0.1% | −2,561−4.4% | 減碼 | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 38,072 | $127.7 萬 | <0.1% | −1,287−3.3% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 9,473 | $130.0 萬 | <0.1% | −1,236−11.5% | 減碼 | – |
| QRVOQorvo, Inc. | Stock | 11,265 | $130.7 萬 | <0.1% | −4,941−30.5% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（29 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PXDPioneer Natural Resources Co | COM | 22,275 | $584.7 萬 | <0.1% | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 29,053 | $221.2 萬 | <0.1% | 歷史 |
| ZGZillow Group, Inc. | CL A | 35,786 | $171.3 萬 | <0.1% | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 33,821 | $102.7 萬 | <0.1% | 歷史 |
| CHWYChewy, Inc. | CL A | 48,551 | $77.2 萬 | <0.1% | 歷史 |
| Franklin Templeton ETF Tr35473P835 | FTSE BRAZIL | 39,395 | $77.2 萬 | <0.1% | – |
| Barrick Gold Corp067901108 | COM | 37,155 | $61.8 萬 | <0.1% | – |
| PAYCPaycom Software, Inc. | Stock | 2,577 | $51.3 萬 | <0.1% | 歷史 |
| iShares Inc464286772 | MSCI STH KOR ETF | 6,491 | $43.6 萬 | <0.1% | – |
| TECKTeck Resources Ltd | CL B | 9,346 | $42.8 萬 | <0.1% | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 1,193 | $41.3 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 8,168 | $37.7 萬 | <0.1% | – |
| KVUEKenvue Inc. | Stock | 16,725 | $35.9 萬 | <0.1% | 歷史 |
| ETSYEtsy Inc | COM | 4,523 | $31.1 萬 | <0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,166 | $31.0 萬 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 5,945 | $27.0 萬 | <0.1% | – |
| BLDRBuilders FirstSource, Inc. | Stock | 1,254 | $26.2 萬 | <0.1% | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 859 | $23.7 萬 | <0.1% | 歷史 |
| RSReliance, Inc. | COM | 680 | $22.7 萬 | <0.1% | 歷史 |
| JBLJabil Inc | Stock | 1,677 | $22.5 萬 | <0.1% | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 9,600 | $21.8 萬 | <0.1% | 歷史 |
| SCIService Corp International | COM | 2,867 | $21.3 萬 | <0.1% | 歷史 |
| FMCFMC Corp | COM NEW | 3,287 | $20.9 萬 | <0.1% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 656 | $20.5 萬 | <0.1% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 641 | $20.4 萬 | <0.1% | 歷史 |
| CHEChemed Corp | COM | 317 | $20.3 萬 | <0.1% | 歷史 |
| BLDQXO Insulation, LLC | Stock | 459 | $20.2 萬 | <0.1% | 歷史 |
| SPCEVirgin Galactic Holdings, Inc | COM | 61,335 | $9.08 萬 | <0.1% | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 14,436 | $9.07 萬 | <0.1% | 歷史 |