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 |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072703 | INTL EQT ETF | 12,561 | $77.1 萬 | <0.1% | +2,429+24.0% | 加碼 | – |
| TDYTeledyne Technologies Inc | COM | 1,669 | $77.5 萬 | <0.1% | +214+14.7% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 4,014 | $78.9 萬 | <0.1% | +523+15.0% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 13,542 | $79.2 萬 | <0.1% | +2,328+20.8% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 5,717 | $79.6 萬 | <0.1% | +351+6.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 6,392 | $79.9 萬 | <0.1% | +93+1.5% | 加碼 | – |
| NWSNews Corp | CL B | 26,311 | $80.1 萬 | <0.1% | −267−1.0% | 減碼 | 歷史 |
| WDCWestern Digital Corp | COM | 13,455 | $80.2 萬 | <0.1% | −1,604−10.7% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 11,250 | $81.1 萬 | <0.1% | +599+5.6% | 加碼 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 8,343 | $81.4 萬 | <0.1% | −35,602−81.0% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,426 | $82.0 萬 | <0.1% | +4,087+174.7% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 16,442 | $82.1 萬 | <0.1% | +2,827+20.8% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 16,365 | $82.5 萬 | <0.1% | +1,671+11.4% | 加碼 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 28,117 | $83.5 萬 | <0.1% | +11,085+65.1% | 加碼依 2 比 1 拆股換算 | – |
| VLTOVeralto Corp | Stock | 8,204 | $83.6 萬 | <0.1% | +801+10.8% | 加碼 | 歷史 |
| HEI.AHeico Corp | CL A | 4,506 | $83.8 萬 | <0.1% | −285−5.9% | 減碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 4,567 | $84.3 萬 | <0.1% | −3,613−44.2% | 減碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,981 | $86.2 萬 | <0.1% | +299+17.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 18,637 | $86.2 萬 | <0.1% | −1,058−5.4% | 減碼 | – |
| LVSLas Vegas Sands Corp | COM | 16,801 | $86.3 萬 | <0.1% | +3,005+21.8% | 加碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 8,427 | $86.4 萬 | <0.1% | +2,397+39.8% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 2,648 | $86.5 萬 | <0.1% | +56+2.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 30,023 | $87.7 萬 | <0.1% | +1,516+5.3% | 加碼 | – |
| LYVLive Nation Entertainment, Inc. | COM | 6,795 | $88.0 萬 | <0.1% | +1,087+19.0% | 加碼 | 歷史 |
| MARAMARA Holdings, Inc. | COM | 52,473 | $88.0 萬 | <0.1% | +18,992+56.7% | 加碼 | 歷史 |
| GMEGameStop Corp. | Stock | 28,191 | $88.4 萬 | <0.1% | −11,206−28.4% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 4,225 | $88.8 萬 | <0.1% | +713+20.3% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 35,258 | $89.4 萬 | <0.1% | +4,560+14.9% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 9,303 | $90.1 萬 | <0.1% | +593+6.8% | 加碼 | – |
| iShares Tr46435U440 | USD GRN BOND ETF | 19,428 | $90.6 萬 | <0.1% | +2,412+14.2% | 加碼 | – |
| Alps ETF Tr00162Q676 | ALERIAN ENERGY | 29,166 | $90.9 萬 | <0.1% | +12,584+75.9% | 加碼 | – |
| VanEck Vectors ETF Tr92189F726 | BIOTECH ETF | 5,797 | $91.0 萬 | <0.1% | +1,261+27.8% | 加碼 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 21,882 | $91.7 萬 | <0.1% | +7,924+56.8% | 加碼 | – |
| RVTYRevvity, Inc. | COM | 8,257 | $92.2 萬 | <0.1% | −358−4.2% | 減碼 | 歷史 |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 42,398 | $92.3 萬 | <0.1% | +4,221+11.1% | 加碼 | – |
| TWLOTwilio Inc | CL A | 8,584 | $92.8 萬 | <0.1% | −107−1.2% | 減碼 | 歷史 |
| Global X FDS37954Y731 | CONSCIOUS COS | 23,761 | $92.9 萬 | <0.1% | +2,122+9.8% | 加碼 | – |
| CDWCDW Corp | COM | 5,449 | $94.8 萬 | <0.1% | −600−9.9% | 減碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 1,984 | $95.3 萬 | <0.1% | +166+9.1% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 5,858 | $95.7 萬 | <0.1% | +971+19.9% | 加碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 8,159 | $97.2 萬 | <0.1% | −446−5.2% | 減碼 | – |
| GPNGlobal Payments Inc | Stock | 8,693 | $97.4 萬 | <0.1% | +1,351+18.4% | 加碼 | 歷史 |
| Global X FDS37954Y343 | GLBL X MLP ETF | 20,232 | $100.0 萬 | <0.1% | +4,117+25.5% | 加碼 | – |
| Global X FDS37960A669 | SUPERDIVIDEND | 48,568 | $100.1 萬 | <0.1% | +6,458+15.3% | 加碼 | – |
| ZMZoom Communications, Inc. | Stock | 12,276 | $100.2 萬 | <0.1% | +4,733+62.7% | 加碼 | 歷史 |
| Tidal Trust III45259A209 | NAACP MINO ETF | 24,596 | $100.5 萬 | <0.1% | +633+2.6% | 加碼 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 11,166 | $100.6 萬 | <0.1% | −1,924−14.7% | 減碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 2,683 | $100.7 萬 | <0.1% | +244+10.0% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 37,746 | $100.8 萬 | <0.1% | +6,187+19.6% | 加碼 | – |
| MDBMongoDB, Inc. | CL A | 4,332 | $100.9 萬 | <0.1% | +327+8.2% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 826 | $101.1 萬 | <0.1% | +35+4.4% | 加碼 | 歷史 |
| iShares Inc464286343 | US PWR INFRA ETF | 44,437 | $101.5 萬 | <0.1% | +8,115+22.3% | 加碼 | – |
| CNCCentene Corp | Stock | 16,776 | $101.6 萬 | <0.1% | +530+3.3% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 13,568 | $101.7 萬 | <0.1% | +7,032+107.6% | 加碼 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 43,246 | $101.8 萬 | <0.1% | −70.0% | 減碼 | – |
| HRBH&R Block Inc | COM | 19,284 | $101.9 萬 | <0.1% | −350−1.8% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 1,801 | $103.9 萬 | <0.1% | +99+5.8% | 加碼 | 歷史 |
| SUISun Communities Inc | COM | 8,463 | $104.1 萬 | <0.1% | −425−4.8% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 5,915 | $104.2 萬 | <0.1% | −869−12.8% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 5,780 | $104.3 萬 | <0.1% | +229+4.1% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 10,955 | $104.8 萬 | <0.1% | +2,262+26.0% | 加碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 20,286 | $105.3 萬 | <0.1% | −1,525−7.0% | 減碼 | – |
| LUVSouthwest Airlines Co | COM | 31,408 | $105.6 萬 | <0.1% | −2,326−6.9% | 減碼 | 歷史 |
| CMAComerica Inc | COM | 17,073 | $105.6 萬 | <0.1% | −126−0.7% | 減碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 10,437 | $106.5 萬 | <0.1% | +1,700+19.5% | 加碼 | 歷史 |
| iShares Tr464289511 | 10+ YR INVST GRD | 21,592 | $106.7 萬 | <0.1% | +6,567+43.7% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 29,031 | $107.8 萬 | <0.1% | +6,997+31.8% | 加碼 | – |
| VRSNVerisign Inc | COM | 5,246 | $108.6 萬 | <0.1% | +1,422+37.2% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,914 | $108.6 萬 | <0.1% | +1,881+62.0% | 加碼 | – |
| SBACSba Communications Corp | CL A | 5,334 | $108.7 萬 | <0.1% | +570+12.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 14,620 | $109.3 萬 | <0.1% | −3,528−19.4% | 減碼 | – |
| CPRICapri Holdings Ltd | SHS | 52,066 | $109.7 萬 | <0.1% | −568−1.1% | 減碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 11,345 | $110.0 萬 | <0.1% | −743−6.1% | 減碼 | – |
| HOGHarley-Davidson, Inc. | COM | 36,555 | $110.1 萬 | <0.1% | −677−1.8% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 19,149 | $111.6 萬 | <0.1% | +3,730+24.2% | 加碼 | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 33,064 | $112.2 萬 | <0.1% | −134−0.4% | 減碼 | – |
| AOSSmith A O Corp | COM | 16,517 | $112.7 萬 | <0.1% | −28−0.2% | 減碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 13,327 | $112.7 萬 | <0.1% | +133+1.0% | 加碼 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 19,836 | $113.7 萬 | <0.1% | +81+0.4% | 加碼 | 歷史 |
| PVHPVH Corp. | COM | 11,035 | $116.7 萬 | <0.1% | −143−1.3% | 減碼 | 歷史 |
| COOCooper Companies, Inc. | COM | 12,724 | $117.0 萬 | <0.1% | +585+4.8% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 55,128 | $117.7 萬 | <0.1% | +9,542+20.9% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 5,196 | $117.9 萬 | <0.1% | +909+21.2% | 加碼 | 歷史 |
| WATWaters Corp | COM | 3,255 | $120.8 萬 | <0.1% | +349+12.0% | 加碼 | 歷史 |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 38,472 | $121.1 萬 | <0.1% | −3,594−8.5% | 減碼依 1 比 10 拆股換算 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 43,076 | $121.3 萬 | <0.1% | −12,264−22.2% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 6,528 | $121.6 萬 | <0.1% | +486+8.0% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 43,835 | $122.2 萬 | <0.1% | +22,323+103.8% | 加碼依 4 比 1 拆股換算 | – |
| HEIHeico Corp | COM | 5,151 | $122.5 萬 | <0.1% | −200−3.7% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 17,774 | $122.9 萬 | <0.1% | +5,036+39.5% | 加碼 | – |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 52,988 | $123.3 萬 | <0.1% | +12,046+29.4% | 加碼 | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 28,578 | $123.4 萬 | <0.1% | +9,017+46.1% | 加碼 | – |
| IPGInterpublic Group of Companies, Inc. | COM | 44,408 | $124.4 萬 | <0.1% | −449−1.0% | 減碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 32,601 | $124.5 萬 | <0.1% | +90.0% | 加碼 | – |
| BALLBALL Corp | COM | 22,698 | $125.1 萬 | <0.1% | +1,896+9.1% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 6,772 | $126.4 萬 | <0.1% | +473+7.5% | 加碼 | 歷史 |
| KMXCarMax Inc | COM | 15,543 | $127.1 萬 | <0.1% | −474−3.0% | 減碼 | 歷史 |
| SNAPSnap Inc | Stock | 119,040 | $128.2 萬 | <0.1% | −9,115−7.1% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 9,871 | $130.1 萬 | <0.1% | +1,597+19.3% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 11,027 | $130.2 萬 | <0.1% | +3,753+51.6% | 加碼 | – |
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 |