Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- 最新申報
- 2026/8/7
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/2 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 934
- 較 2024 年第 4 季 +22
- 總值
- $372.5 億
- 較 2024 年第 4 季 +$30.3 億 (+8.8%)
| 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 | 15,971,439 | $43.9 億 | 11.8% | +344,795+2.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 16,883,038 | $30.7 億 | 8.2% | −452,556−2.6% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 60,371,395 | $30.7 億 | 8.2% | +1,778,345+3.0% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 39,369,561 | $21.3 億 | 5.7% | +415,189+1.1% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 104,770,919 | $20.7 億 | 5.6% | −2,619,269−2.4% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 45,420,074 | $20.6 億 | 5.5% | +844,429+1.9% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,603,273 | $14.7 億 | 4.0% | +738,441+10.8% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 11,002,156 | $13.4 億 | 3.6% | +1,248,913+12.8% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 58,426,349 | $12.6 億 | 3.4% | −1,796,603−3.0% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 22,920,470 | $11.4 億 | 3.1% | −1,568,227−6.4% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 9,739,318 | $10.6 億 | 2.8% | +1,466,247+17.7% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 8,561,435 | $7.75 億 | 2.1% | +26,397+0.3% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 28,220,930 | $7.59 億 | 2.0% | +5,986,682+26.9% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,712,402 | $7.08 億 | 1.9% | −864,177−11.4% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,143,888 | $5.42 億 | 1.5% | −303,456−8.8% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 8,951,879 | $5.04 億 | 1.4% | +2,124,579+31.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 4,119,257 | $4.46 億 | 1.2% | +185,689+4.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 762,684 | $3.92 億 | 1.1% | +44,398+6.2% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 13,924,582 | $3.89 億 | 1.0% | −385,060−2.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,454,851 | $3.23 億 | 0.9% | −133,848−8.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 1,443,988 | $3.21 億 | 0.9% | +89,049+6.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 742,918 | $2.79 億 | 0.7% | +63,622+9.4% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,173,670 | $2.65 億 | 0.7% | +171,405+8.6% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,876,322 | $2.35 億 | 0.6% | −211,139−6.8% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,372,507 | $2.15 億 | 0.6% | −479,731−16.8% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 818,812 | $2.10 億 | 0.6% | +32,723+4.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,031,367 | $1.96 億 | 0.5% | +48,118+4.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 306,416 | $1.77 億 | 0.5% | +15,160+5.2% | 加碼 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 5,680,720 | $1.75 億 | 0.5% | +650,634+12.9% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 1,534,178 | $1.69 億 | 0.5% | +798,167+108.4% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,502,840 | $1.47 億 | 0.4% | +57,917+4.0% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 908,019 | $1.18 億 | 0.3% | −68,510−7.0% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 1,234,488 | $1.15 億 | 0.3% | −640.0% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 212,041 | $1.13 億 | 0.3% | +43,309+25.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 199,669 | $1.12 億 | 0.3% | +24,322+13.9% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 2,382,422 | $1.01 億 | 0.3% | +122,045+5.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 639,880 | $9,895 萬 | 0.3% | +47,290+8.0% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 3,916,163 | $9,532 萬 | 0.3% | +160,299+4.3% | 加碼 | – |
| TSLATesla, Inc. | Stock | 359,448 | $9,315 萬 | 0.3% | +67,506+23.1% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,120,066 | $9,266 萬 | 0.2% | −117,999−9.5% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 111,269 | $9,190 萬 | 0.2% | +6,616+6.3% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,121,344 | $9,160 萬 | 0.2% | −5,484−0.5% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 527,067 | $8,825 萬 | 0.2% | +50,458+10.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 186,745 | $8,757 萬 | 0.2% | +13,929+8.1% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 2,495,656 | $8,722 萬 | 0.2% | −38,296−1.5% | 減碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 3,267,659 | $8,221 萬 | 0.2% | +300,825+10.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 511,515 | $7,991 萬 | 0.2% | +29,295+6.1% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 784,077 | $7,855 萬 | 0.2% | −589,548−42.9% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 317,991 | $7,800 萬 | 0.2% | +28,829+10.0% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 979,919 | $7,198 萬 | 0.2% | +65,041+7.1% | 加碼 | – |
| NFLXNetflix Inc | Stock | 73,179 | $6,824 萬 | 0.2% | +1,429+2.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 184,082 | $6,451 萬 | 0.2% | +20,444+12.5% | 加碼 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 2,613,753 | $6,027 萬 | 0.2% | +232,552+9.8% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 472,087 | $5,615 萬 | 0.2% | +51,708+12.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 59,235 | $5,602 萬 | 0.2% | +4,556+8.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 97,226 | $5,329 萬 | 0.1% | +3,925+4.2% | 加碼 | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 705,032 | $4,799 萬 | 0.1% | +72,912+11.5% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 1,283,228 | $4,724 萬 | 0.1% | +161,649+14.4% | 加碼 | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 1,829,550 | $4,675 萬 | 0.1% | +176,223+10.7% | 加碼 | – |
| WMTWalmart Inc. | Stock | 515,381 | $4,525 萬 | 0.1% | +22,594+4.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 81,508 | $4,269 萬 | 0.1% | +4,239+5.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 505,516 | $4,267 萬 | 0.1% | +936+0.2% | 加碼 | 歷史 |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 1,327,710 | $4,229 萬 | 0.1% | −139,729−9.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 252,068 | $4,180 萬 | 0.1% | +93,127+58.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 109,716 | $4,021 萬 | 0.1% | +297+0.3% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 126,610 | $3,884 萬 | 0.1% | +8,636+7.3% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 226,574 | $3,861 萬 | 0.1% | +9,645+4.4% | 加碼 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 1,064,323 | $3,848 萬 | 0.1% | +21,170+2.0% | 加碼 | – |
| TAT&T Inc. | Stock | 1,309,658 | $3,704 萬 | 0.1% | +55,704+4.4% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 718,116 | $3,583 萬 | 0.1% | −39,648−5.2% | 減碼 | – |
| BACBank of America Corp | Stock | 849,869 | $3,547 萬 | 0.1% | +46,142+5.7% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 91,090 | $3,378 萬 | 0.1% | +5,232+6.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 160,823 | $3,370 萬 | 0.1% | +11,726+7.9% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 708,008 | $3,314 萬 | 0.1% | +190,109+36.7% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 418,947 | $3,208 萬 | 0.1% | +40,769+10.8% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 108,926 | $3,139 萬 | 0.1% | +27,823+34.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 195,304 | $3,100 萬 | 0.1% | +37,836+24.0% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 154,390 | $3,090 萬 | 0.1% | +18,968+14.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 122,029 | $3,034 萬 | 0.1% | +17,144+16.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 175,905 | $2,943 萬 | 0.1% | +29,312+20.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 106,221 | $2,851 萬 | 0.1% | +5,697+5.7% | 加碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 422,635 | $2,754 萬 | 0.1% | −19,727−4.5% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 381,486 | $2,739 萬 | 0.1% | +30,531+8.7% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 271,811 | $2,736 萬 | 0.1% | +117,157+75.8% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 263,796 | $2,710 萬 | 0.1% | +16,691+6.8% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 43,226 | $2,654 萬 | 0.1% | +4,573+11.8% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 363,272 | $2,602 萬 | 0.1% | +41,573+12.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 183,216 | $2,562 萬 | 0.1% | +3,635+2.0% | 加碼 | 歷史 |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 832,250 | $2,434 萬 | 0.1% | −142,906−14.7% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 77,622 | $2,425 萬 | 0.1% | +7,612+10.9% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 44,331 | $2,422 萬 | 0.1% | +3,105+7.5% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 51,854 | $2,415 萬 | 0.1% | +6,078+13.3% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 213,912 | $2,397 萬 | 0.1% | +47,269+28.4% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 83,654 | $2,367 萬 | 0.1% | +2,122+2.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 517,283 | $2,346 萬 | 0.1% | +25,377+5.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 370,325 | $2,285 萬 | 0.1% | +82,885+28.8% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 46,932 | $2,275 萬 | 0.1% | +5,913+14.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 365,783 | $2,231 萬 | 0.1% | +116,178+46.5% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 44,686 | $2,213 萬 | 0.1% | +770+1.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 161,769 | $2,146 萬 | 0.1% | +22,966+16.5% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（15 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EDREndeavor Group Holdings, Inc. | CL A COM | 102,019 | $319.2 萬 | <0.1% | 歷史 |
| BENFranklin Templeton Inc | COM | 139,177 | $282.4 萬 | <0.1% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 4,567 | $84.3 萬 | <0.1% | 歷史 |
| iShares Tr46429B200 | CHINA SM-CAP ETF | 29,010 | $74.1 萬 | <0.1% | – |
| SPDR Ser Tr78468R630 | S&P KENSHO FINAL | 4,466 | $25.4 萬 | <0.1% | – |
| GWREGuidewire Software, Inc. | COM | 1,436 | $24.2 萬 | <0.1% | 歷史 |
| RHIRobert Half Inc. | COM | 3,117 | $22.0 萬 | <0.1% | 歷史 |
| CIENCiena Corp | COM NEW | 2,546 | $21.6 萬 | <0.1% | 歷史 |
| iShares Inc464286509 | MSCI CDA ETF | 5,124 | $20.6 萬 | <0.1% | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 563 | $20.6 萬 | <0.1% | – |
| Amplify ETF Tr032108631 | AMPLIFY ALTERNAT | 91,802 | $20.6 萬 | <0.1% | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 2,846 | $20.2 萬 | <0.1% | – |
| EWBCEast West Bancorp Inc | COM | 2,092 | $20.0 萬 | <0.1% | 歷史 |
| RDFNRedfin Corp | COM | 12,602 | $9.92 萬 | <0.1% | 歷史 |
| ALTMArcadium Lithium plc | Stock | 14,840 | $7.61 萬 | <0.1% | 歷史 |