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 Whitehall FDS921946810 | INTL DVD ETF | 16,367 | $130.9 萬 | <0.1% | −988−5.7% | 減碼 | – |
| EGEverest Group, Ltd. | COM | 3,657 | $132.6 萬 | <0.1% | −458−11.1% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 26,347 | $132.7 萬 | <0.1% | −6,468−19.7% | 減碼 | – |
| SPDR Series Trust78468R796 | ST STR SP500FF | 27,939 | $134.5 萬 | <0.1% | +4,321+18.3% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 8,665 | $134.6 萬 | <0.1% | +1,238+16.7% | 加碼 | 歷史 |
| iShares Tr464289479 | CORE LT USDB ETF | 27,807 | $135.3 萬 | <0.1% | +3,352+13.7% | 加碼 | – |
| DDOGDatadog, Inc. | CL A COM | 9,558 | $136.6 萬 | <0.1% | +852+9.8% | 加碼 | 歷史 |
| TRUTransUnion | COM | 14,906 | $138.2 萬 | <0.1% | +12,984+675.5% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 9,033 | $139.5 萬 | <0.1% | −5,543−38.0% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 12,123 | $140.1 萬 | <0.1% | +2,328+23.8% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 41,457 | $140.6 萬 | <0.1% | +5,663+15.8% | 加碼 | – |
| CINFCincinnati Financial Corp | COM | 9,862 | $141.7 萬 | <0.1% | +654+7.1% | 加碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 35,723 | $144.4 萬 | <0.1% | +2,758+8.4% | 加碼 | – |
| SMCISuper Micro Computer, Inc. | Stock | 47,378 | $144.4 萬 | <0.1% | +4,158+9.6% | 加碼依 10 比 1 拆股換算 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 11,706 | $145.7 萬 | <0.1% | −4,812−29.1% | 減碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 12,586 | $146.1 萬 | <0.1% | −2,791−18.2% | 減碼 | 歷史 |
| iShares Tr46429B614 | MSCI INDIA SM CP | 19,178 | $146.6 萬 | <0.1% | +1,434+8.1% | 加碼 | – |
| ITGartner Inc | COM | 3,038 | $147.2 萬 | <0.1% | +122+4.2% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 25,535 | $147.7 萬 | <0.1% | +2,266+9.7% | 加碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 6,451 | $147.9 萬 | <0.1% | +64+1.0% | 加碼 | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 5,197 | $148.3 萬 | <0.1% | +158+3.1% | 加碼 | 歷史 |
| NOVNOV Inc. | COM | 102,021 | $149.0 萬 | <0.1% | −1,862−1.8% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 5,857 | $149.3 萬 | <0.1% | +679+13.1% | 加碼 | 歷史 |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 42,768 | $149.6 萬 | <0.1% | +5,053+13.4% | 加碼 | – |
| HPQHP Inc | Stock | 46,337 | $151.2 萬 | <0.1% | +2,332+5.3% | 加碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 18,873 | $151.5 萬 | <0.1% | −662−3.4% | 減碼 | 歷史 |
| VanEck Vectors ETF Tr92189H870 | ENERGY INCOME | 16,144 | $151.8 萬 | <0.1% | +2,629+19.5% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 7,189 | $152.0 萬 | <0.1% | +897+14.3% | 加碼 | – |
| ADMArcher-Daniels-Midland Co | Stock | 30,140 | $152.3 萬 | <0.1% | +4,334+16.8% | 加碼 | 歷史 |
| IVZInvesco Ltd. | Stock | 87,618 | $153.2 萬 | <0.1% | +1,424+1.7% | 加碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 4,680 | $153.3 萬 | <0.1% | +1,065+29.5% | 加碼 | 歷史 |
| PODDInsulet Corp | Stock | 5,891 | $153.8 萬 | <0.1% | +2,009+51.8% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 11,666 | $154.2 萬 | <0.1% | +1,933+19.9% | 加碼 | – |
| MOSMosaic Co | COM | 63,516 | $156.1 萬 | <0.1% | +494+0.8% | 加碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 9,156 | $156.3 萬 | <0.1% | −95−1.0% | 減碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 42,191 | $157.2 萬 | <0.1% | +21,787+106.8% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 12,216 | $158.0 萬 | <0.1% | +2,591+26.9% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 32,245 | $158.2 萬 | <0.1% | +2,424+8.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 51,749 | $159.8 萬 | <0.1% | +6,130+13.4% | 加碼 | – |
| KEYSKeysight Technologies, Inc. | Stock | 9,966 | $160.1 萬 | <0.1% | +1,248+14.3% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 20,381 | $160.2 萬 | <0.1% | −622−3.0% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 7,146 | $160.3 萬 | <0.1% | +780+12.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 28,082 | $160.8 萬 | <0.1% | +1,855+7.1% | 加碼 | – |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 39,674 | $161.8 萬 | <0.1% | −5,157−11.5% | 減碼 | – |
| MKLMarkel Group Inc. | COM | 941 | $162.4 萬 | <0.1% | −148−13.6% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 21,948 | $162.5 萬 | <0.1% | +5,846+36.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 28,067 | $162.8 萬 | <0.1% | −8,062−22.3% | 減碼 | – |
| ILMNIllumina, Inc. | COM | 12,223 | $163.3 萬 | <0.1% | +214+1.8% | 加碼 | 歷史 |
| EQTEQT Corp | Stock | 35,444 | $163.4 萬 | <0.1% | +6,239+21.4% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 20,723 | $163.6 萬 | <0.1% | +4,496+27.7% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 21,217 | $164.0 萬 | <0.1% | +4,904+30.1% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 20,635 | $166.7 萬 | <0.1% | +4,217+25.7% | 加碼 | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 62,648 | $167.8 萬 | <0.1% | +9,171+17.1% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 41,741 | $169.0 萬 | <0.1% | +1,484+3.7% | 加碼 | – |
| NVRNVR Inc | COM | 207 | $169.3 萬 | <0.1% | +1+0.5% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 34,267 | $169.8 萬 | <0.1% | −2,484−6.8% | 減碼 | – |
| PINSPinterest, Inc. | CL A | 59,435 | $172.4 萬 | <0.1% | −9,018−13.2% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 8,269 | $172.4 萬 | <0.1% | −622−7.0% | 減碼 | 歷史 |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 46,588 | $172.6 萬 | <0.1% | −1,016−2.1% | 減碼 | – |
| WLKWestlake Corp | COM | 15,157 | $173.8 萬 | <0.1% | −1,057−6.5% | 減碼 | 歷史 |
| DVADavita Inc. | COM | 11,759 | $175.9 萬 | <0.1% | −73−0.6% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 9,574 | $176.2 萬 | <0.1% | +839+9.6% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 15,136 | $177.8 萬 | <0.1% | +3,195+26.8% | 加碼 | – |
| SHOPShopify Inc. | Stock | 16,735 | $177.9 萬 | <0.1% | +2,326+16.1% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 23,549 | $178.2 萬 | <0.1% | +2,615+12.5% | 加碼 | – |
| SJMJ M SMUCKER Co | Stock | 16,187 | $178.3 萬 | <0.1% | −21,973−57.6% | 減碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 26,290 | $179.6 萬 | <0.1% | −496−1.9% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 23,123 | $180.8 萬 | <0.1% | +291+1.3% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 32,096 | $182.0 萬 | <0.1% | +4,914+18.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 73,702 | $182.0 萬 | <0.1% | +39,164+113.4% | 加碼 | – |
| GAPGap Inc | COM | 77,643 | $183.5 萬 | <0.1% | +98+0.1% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 8,042 | $183.9 萬 | <0.1% | +224+2.9% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 26,280 | $184.7 萬 | <0.1% | +1,993+8.2% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 28,421 | $185.0 萬 | <0.1% | +1,894+7.1% | 加碼 | – |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 25,005 | $186.3 萬 | <0.1% | +3,190+14.6% | 加碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 8,929 | $187.8 萬 | <0.1% | −1,591−15.1% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 14,836 | $188.0 萬 | <0.1% | +2,729+22.5% | 加碼 | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 67,066 | $188.5 萬 | <0.1% | +11,566+20.8% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 21,456 | $189.7 萬 | <0.1% | +6,057+39.3% | 加碼 | – |
| EBAYeBay Inc | COM | 30,755 | $190.5 萬 | <0.1% | +1,622+5.6% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 124,344 | $191.5 萬 | <0.1% | +20,215+19.4% | 加碼 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 18,029 | $194.7 萬 | <0.1% | −79−0.4% | 減碼 | – |
| LNTAlliant Energy Corp | Stock | 32,939 | $194.8 萬 | <0.1% | +3,014+10.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 93,063 | $196.1 萬 | <0.1% | +32,100+52.7% | 加碼 | – |
| MMacy's, Inc. | COM | 116,195 | $196.7 萬 | <0.1% | −1,266−1.1% | 減碼 | 歷史 |
| EMNEastman Chemical Co | Stock | 21,578 | $197.1 萬 | <0.1% | −1,161−5.1% | 減碼 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 9,203 | $202.4 萬 | <0.1% | −1,700−15.6% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 39,419 | $203.8 萬 | <0.1% | +39,419 | 新進 | – |
| REGRegency Centers Corp | COM | 27,633 | $204.3 萬 | <0.1% | −20.0% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 89,370 | $205.4 萬 | <0.1% | +26,184+41.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 51,122 | $206.2 萬 | <0.1% | +3,325+7.0% | 加碼 | – |
| ABNBAirbnb, Inc. | Stock | 15,697 | $206.3 萬 | <0.1% | +4,500+40.2% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 26,833 | $208.7 萬 | <0.1% | +6,555+32.3% | 加碼 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 66,249 | $210.2 萬 | <0.1% | +10,007+17.8% | 加碼 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 29,502 | $211.7 萬 | <0.1% | +2,449+9.1% | 加碼 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 13,805 | $213.4 萬 | <0.1% | +3,729+37.0% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 24,858 | $213.9 萬 | <0.1% | −1,419−5.4% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 13,333 | $215.7 萬 | <0.1% | +2,291+20.7% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 9,192 | $215.7 萬 | <0.1% | −485−5.0% | 減碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 11,554 | $216.2 萬 | <0.1% | +2,925+33.9% | 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 |