Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- 最新申報
- 2026/8/7
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/4/1 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 912
- 較 2024 年第 3 季 +3
- 總值
- $342.3 億
- 較 2024 年第 3 季 +$17.0 億 (+5.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 15,626,644 | $45.3 億 | 13.2% | +475,081+3.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 58,593,050 | $28.0 億 | 8.2% | +3,355,946+6.1% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 38,954,372 | $20.3 億 | 5.9% | +1,039,964+2.7% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 107,390,188 | $19.9 億 | 5.8% | +6,139,574+6.1% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 44,575,645 | $19.6 億 | 5.7% | +2,425,476+5.8% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 60,222,952 | $13.7 億 | 4.0% | −1,578,014−2.6% | 減碼依 3 比 1 拆股換算 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,864,832 | $13.4 億 | 3.9% | +41,628+0.6% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 9,753,243 | $12.5 億 | 3.7% | +1,422,765+17.1% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 24,488,697 | $12.3 億 | 3.6% | −7,060,125−22.4% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 17,335,594 | $10.6 億 | 3.1% | +7,144,356+70.1% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 8,273,071 | $8.84 億 | 2.6% | +2,019,172+32.3% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 7,576,579 | $8.07 億 | 2.4% | −2,163,852−22.2% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 8,535,038 | $7.60 億 | 2.2% | +428,371+5.3% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,447,344 | $6.55 億 | 1.9% | +184,542+5.7% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 22,234,248 | $5.74 億 | 1.7% | +19,792,146+810.5% | 加碼依 2 比 1 拆股換算 | – |
| NVDANVIDIA Corp | Stock | 3,933,568 | $5.28 億 | 1.5% | +120,593+3.2% | 加碼 | 歷史 |
| iShares Tr464288356 | CALIF MUN BD ETF | 6,827,300 | $3.91 億 | 1.1% | +6,807,783+34,881.3% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 14,309,642 | $3.91 億 | 1.1% | −211,828−1.5% | 減碼依 3 比 1 拆股換算 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 718,286 | $3.87 億 | 1.1% | +77,181+12.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,588,699 | $3.82 億 | 1.1% | +101,902+6.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 1,354,939 | $3.39 億 | 1.0% | +118,406+9.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 679,296 | $2.86 億 | 0.8% | +38,972+6.1% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,002,265 | $2.58 億 | 0.8% | +235,032+13.3% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,852,238 | $2.54 億 | 0.7% | −2,967,378−51.0% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,087,461 | $2.48 億 | 0.7% | +2,901,209+1,557.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 983,249 | $2.16 億 | 0.6% | +68,579+7.5% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 786,089 | $2.12 億 | 0.6% | −43,679−5.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 291,256 | $1.71 億 | 0.5% | +13,295+4.8% | 加碼 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 5,030,086 | $1.55 億 | 0.5% | +1,636,038+48.2% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,444,923 | $1.52 億 | 0.4% | +263,649+22.3% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 1,373,625 | $1.37 億 | 0.4% | +937,483+214.9% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 976,529 | $1.18 億 | 0.3% | −16,179−1.6% | 減碼 | – |
| TSLATesla, Inc. | Stock | 291,942 | $1.18 億 | 0.3% | +52,360+21.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 592,590 | $1.12 億 | 0.3% | +54,840+10.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 476,609 | $1.10 億 | 0.3% | +25,407+5.6% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 1,234,552 | $1.06 億 | 0.3% | −63,204−4.9% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 175,347 | $1.03 億 | 0.3% | +37,770+27.5% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,238,065 | $1.01 億 | 0.3% | −305,888−19.8% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 2,260,377 | $9,631 萬 | 0.3% | −105,580−4.5% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 482,220 | $9,183 萬 | 0.3% | +32,306+7.2% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 3,755,864 | $9,037 萬 | 0.3% | −1,089,952−22.5% | 減碼依 2 比 1 拆股換算 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 172,816 | $8,835 萬 | 0.3% | +19,351+12.6% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,126,828 | $8,580 萬 | 0.3% | −43,574−3.7% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 2,533,952 | $8,461 萬 | 0.2% | −319,097−11.2% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 736,011 | $8,104 萬 | 0.2% | −511,667−41.0% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 104,653 | $8,079 萬 | 0.2% | +808+0.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 168,732 | $7,648 萬 | 0.2% | +12,990+8.3% | 加碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 2,966,834 | $7,491 萬 | 0.2% | +502,399+20.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 289,162 | $6,932 萬 | 0.2% | +16,746+6.1% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 914,878 | $6,579 萬 | 0.2% | −350,066−27.7% | 減碼 | – |
| NFLXNetflix Inc | Stock | 71,750 | $6,395 萬 | 0.2% | +3,886+5.7% | 加碼 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 2,381,201 | $5,410 萬 | 0.2% | −9,201−0.4% | 減碼 | – |
| VVisa Inc. | Stock | 163,638 | $5,172 萬 | 0.2% | +13,722+9.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 54,679 | $5,010 萬 | 0.1% | +1,630+3.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 93,301 | $4,913 萬 | 0.1% | +6,263+7.2% | 加碼 | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 632,120 | $4,808 萬 | 0.1% | +80,727+14.6% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 420,379 | $4,522 萬 | 0.1% | +4,011+1.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 492,787 | $4,452 萬 | 0.1% | +30,292+6.5% | 加碼 | 歷史 |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 1,467,439 | $4,411 萬 | 0.1% | −55,594−3.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 109,419 | $4,256 萬 | 0.1% | +4,812+4.6% | 加碼 | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 1,653,327 | $4,208 萬 | 0.1% | +255,576+18.3% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 1,121,579 | $4,126 萬 | 0.1% | −66,329−5.6% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 77,269 | $3,909 萬 | 0.1% | +6,941+9.9% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 504,580 | $3,816 萬 | 0.1% | +86,971+20.8% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 117,974 | $3,801 萬 | 0.1% | +21,713+22.6% | 加碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 1,043,153 | $3,764 萬 | 0.1% | +154,033+17.3% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 757,764 | $3,669 萬 | 0.1% | +250,413+49.4% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 216,929 | $3,637 萬 | 0.1% | +17,380+8.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 803,727 | $3,532 萬 | 0.1% | +57,942+7.8% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 85,858 | $3,524 萬 | 0.1% | +12,722+17.4% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 100,524 | $3,361 萬 | 0.1% | +7,602+8.2% | 加碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 442,362 | $3,274 萬 | 0.1% | −62,948−12.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 179,581 | $2,993 萬 | 0.1% | +17,064+10.5% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 247,105 | $2,985 萬 | 0.1% | +10,174+4.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 1,253,954 | $2,855 萬 | 0.1% | +104,165+9.1% | 加碼 | 歷史 |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 975,156 | $2,830 萬 | 0.1% | +26,062+2.7% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 378,178 | $2,826 萬 | 0.1% | +203,365+116.3% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 26,312 | $2,789 萬 | 0.1% | +1,150+4.6% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 517,899 | $2,747 萬 | 0.1% | +96,147+22.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 149,097 | $2,649 萬 | 0.1% | +9,608+6.9% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 109,651 | $2,550 萬 | 0.1% | +4,483+4.3% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 350,955 | $2,465 萬 | 0.1% | +45,643+14.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 244,880 | $2,436 萬 | 0.1% | +15,741+6.9% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 38,653 | $2,429 萬 | 0.1% | +390+1.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 41,226 | $2,361 萬 | 0.1% | +2,526+6.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 104,885 | $2,306 萬 | 0.1% | +9,307+9.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 158,941 | $2,299 萬 | 0.1% | +14,614+10.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 43,916 | $2,292 萬 | 0.1% | +2,777+6.8% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 135,422 | $2,259 萬 | 0.1% | +8,571+6.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 61,122 | $2,217 萬 | 0.1% | +3,762+6.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 146,593 | $2,123 萬 | 0.1% | +27,557+23.2% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 69,201 | $2,054 萬 | 0.1% | +6,505+10.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 70,010 | $2,030 萬 | 0.1% | +5,054+7.8% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 83,310 | $2,018 萬 | 0.1% | +8,770+11.8% | 加碼 | – |
| KOCoca Cola Co | Stock | 321,699 | $2,003 萬 | 0.1% | +59,540+22.7% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 58,168 | $1,998 萬 | 0.1% | +9,120+18.6% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 44,809 | $1,993 萬 | 0.1% | +1,089+2.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 491,906 | $1,967 萬 | 0.1% | +54,412+12.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 81,103 | $1,964 萬 | 0.1% | +5,023+6.6% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 81,532 | $1,954 萬 | 0.1% | +2,559+3.2% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（22 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MROMarathon Oil Corp | COM | 330,275 | $879.5 萬 | <0.1% | 歷史 |
| AGRAvangrid, Inc. | COM | 106,477 | $381.1 萬 | <0.1% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 30,188 | $212.2 萬 | <0.1% | 歷史 |
| KSSKOHLS Corp | Stock | 54,115 | $114.2 萬 | <0.1% | 歷史 |
| QRVOQorvo, Inc. | Stock | 10,789 | $111.5 萬 | <0.1% | 歷史 |
| LEN.BLennar Corp | CL B | 4,638 | $80.2 萬 | <0.1% | 歷史 |
| BAXBaxter International Inc | Stock | 12,024 | $45.7 萬 | <0.1% | 歷史 |
| TFXTeleflex Inc | COM | 1,722 | $42.6 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 4,275 | $32.3 萬 | <0.1% | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 8,712 | $31.1 萬 | <0.1% | – |
| AMTMAmentum Holdings, Inc. | COM | 9,024 | $29.1 萬 | <0.1% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 1,299 | $25.2 萬 | <0.1% | 歷史 |
| TOLToll Brothers, Inc. | COM | 1,554 | $24.0 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 2,064 | $21.4 萬 | <0.1% | – |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 2,462 | $20.9 萬 | <0.1% | – |
| iShares Inc464286640 | MSCI CHILE ETF | 7,534 | $20.6 萬 | <0.1% | – |
| TMHCTaylor Morrison Home Corp | COM | 2,889 | $20.3 萬 | <0.1% | 歷史 |
| FMCFMC Corp | COM NEW | 3,060 | $20.2 萬 | <0.1% | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 13,282 | $20.1 萬 | <0.1% | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 14,454 | $18.5 萬 | <0.1% | 歷史 |
| LYFTLyft, Inc. | CL A COM | 14,455 | $18.4 萬 | <0.1% | 歷史 |
| FLYYSpirit Aviation Holdings, Inc. | COM | 62,806 | $15.1 萬 | <0.1% | 歷史 |