Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- 最新申報
- 2026/8/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/31 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 963
- 較 2025 年第 1 季 +29
- 總值
- $388.3 億
- 較 2025 年第 1 季 +$15.8 億 (+4.2%)
| 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 | 17,195,561 | $52.3 億 | 13.5% | +1,224,122+7.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 56,554,758 | $32.2 億 | 8.3% | −3,816,637−6.3% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 109,691,724 | $24.2 億 | 6.2% | +4,920,805+4.7% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 38,349,297 | $23.0 億 | 5.9% | −1,020,264−2.6% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 45,479,372 | $22.5 億 | 5.8% | +59,298+0.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,089,642 | $18.6 億 | 4.8% | +1,486,369+19.5% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,566,864 | $14.3 億 | 3.7% | −435,292−4.0% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 56,360,948 | $13.4 億 | 3.5% | −2,065,401−3.5% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 20,916,716 | $10.3 億 | 2.6% | −2,003,754−8.7% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 9,254,116 | $10.1 億 | 2.6% | −485,202−5.0% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 31,970,077 | $8.53 億 | 2.2% | +3,749,147+13.3% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 13,297,049 | $8.50 億 | 2.2% | −3,585,989−21.2% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 8,778,198 | $7.82 億 | 2.0% | +216,763+2.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 4,154,879 | $6.56 億 | 1.7% | +35,622+0.9% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,283,604 | $6.33 億 | 1.6% | +139,716+4.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,395,885 | $5.64 億 | 1.5% | −1,316,517−19.6% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 8,648,197 | $4.82 億 | 1.2% | −303,682−3.4% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 762,835 | $4.33 億 | 1.1% | +1510.0% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,871,726 | $4.04 億 | 1.0% | +1,995,404+69.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 803,156 | $3.99 億 | 1.0% | +60,238+8.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 13,453,546 | $3.57 億 | 0.9% | −471,036−3.4% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,467,855 | $3.48 億 | 0.9% | +13,004+0.9% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,342,414 | $3.17 億 | 0.8% | +168,744+7.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 1,379,744 | $2.83 億 | 0.7% | −64,244−4.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,102,444 | $2.42 億 | 0.6% | +71,077+6.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 313,777 | $2.32 億 | 0.6% | +7,361+2.4% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 787,211 | $2.25 億 | 0.6% | −31,601−3.9% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,260,119 | $2.09 億 | 0.5% | −112,388−4.7% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 1,782,762 | $1.97 億 | 0.5% | +248,584+16.2% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,521,923 | $1.67 億 | 0.4% | +19,083+1.3% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 561,447 | $1.55 億 | 0.4% | +34,380+6.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 226,745 | $1.40 億 | 0.4% | +27,076+13.6% | 加碼 | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 5,159,089 | $1.32 億 | 0.3% | +3,329,539+182.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 699,842 | $1.23 億 | 0.3% | +59,962+9.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 5,171,896 | $1.21 億 | 0.3% | +5,024,737+3,414.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 379,262 | $1.20 億 | 0.3% | +19,814+5.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 207,382 | $1.14 億 | 0.3% | +20,637+11.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,522,519 | $1.12 億 | 0.3% | +542,600+55.4% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 882,562 | $1.05 億 | 0.3% | −25,457−2.8% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 3,355,648 | $1.03 億 | 0.3% | −2,325,072−40.9% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 1,214,495 | $1.03 億 | 0.3% | −19,993−1.6% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 351,484 | $1.02 億 | 0.3% | +33,493+10.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 75,517 | $1.01 億 | 0.3% | +2,338+3.2% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 2,339,804 | $1.01 億 | 0.3% | −42,618−1.8% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,121,283 | $1.00 億 | 0.3% | −610.0% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 197,995 | $9,618 萬 | 0.2% | −14,046−6.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 541,033 | $9,597 萬 | 0.2% | +29,518+5.8% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 2,420,944 | $9,483 萬 | 0.2% | −74,712−3.0% | 減碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 3,479,826 | $8,867 萬 | 0.2% | +212,167+6.5% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 3,584,777 | $8,740 萬 | 0.2% | −331,386−8.5% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 105,712 | $8,241 萬 | 0.2% | −5,557−5.0% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 544,835 | $7,427 萬 | 0.2% | +39,319+7.8% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 878,644 | $7,280 萬 | 0.2% | −241,422−21.6% | 減碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 711,864 | $7,129 萬 | 0.2% | −72,213−9.2% | 減碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 3,040,474 | $7,063 萬 | 0.2% | +426,721+16.3% | 加碼 | – |
| VVisa Inc. | Stock | 193,822 | $6,882 萬 | 0.2% | +9,740+5.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 61,908 | $6,129 萬 | 0.2% | +2,673+4.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 101,850 | $5,723 萬 | 0.1% | +4,624+4.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 556,694 | $5,443 萬 | 0.1% | +41,313+8.0% | 加碼 | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 651,222 | $5,216 萬 | 0.1% | −53,810−7.6% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 474,431 | $4,777 萬 | 0.1% | +202,620+74.5% | 加碼 | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 1,344,361 | $4,771 萬 | 0.1% | +16,651+1.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 436,231 | $4,703 萬 | 0.1% | −35,856−7.6% | 減碼 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 1,225,670 | $4,597 萬 | 0.1% | −57,558−4.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 286,462 | $4,376 萬 | 0.1% | +34,394+13.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 908,003 | $4,297 萬 | 0.1% | +58,134+6.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 195,453 | $4,273 萬 | 0.1% | +12,237+6.7% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 97,415 | $4,271 萬 | 0.1% | +6,325+6.9% | 加碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 1,146,590 | $4,233 萬 | 0.1% | +82,267+7.7% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 671,585 | $4,111 萬 | 0.1% | −36,423−5.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 108,811 | $3,989 萬 | 0.1% | −905−0.8% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 116,441 | $3,954 萬 | 0.1% | −10,169−8.0% | 減碼 | – |
| GEGeneral Electric Co | Stock | 151,836 | $3,908 萬 | 0.1% | −2,554−1.7% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 1,344,583 | $3,891 萬 | 0.1% | +34,925+2.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 210,530 | $3,834 萬 | 0.1% | +15,226+7.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 129,255 | $3,810 萬 | 0.1% | +7,226+5.9% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 266,489 | $3,781 萬 | 0.1% | +2,693+1.0% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 746,544 | $3,753 萬 | 0.1% | +28,428+4.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 123,080 | $3,752 萬 | 0.1% | +14,154+13.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 217,747 | $3,469 萬 | 0.1% | −8,827−3.9% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 47,901 | $3,390 萬 | 0.1% | +3,570+8.1% | 加碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 396,907 | $3,367 萬 | 0.1% | −25,728−6.1% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 42,502 | $3,348 萬 | 0.1% | −724−1.7% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 415,503 | $3,329 萬 | 0.1% | +34,017+8.9% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 30,138 | $3,098 萬 | 0.1% | +3,779+14.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 160,555 | $2,980 萬 | 0.1% | −268−0.2% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 306,330 | $2,858 萬 | 0.1% | +25,709+9.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 394,485 | $2,791 萬 | 0.1% | +31,213+8.6% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 248,854 | $2,759 萬 | 0.1% | +34,942+16.3% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 355,667 | $2,751 萬 | 0.1% | −63,280−15.1% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 108,376 | $2,744 萬 | 0.1% | +8,654+8.7% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 100,049 | $2,728 萬 | 0.1% | −6,172−5.8% | 減碼 | 歷史 |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 818,660 | $2,719 萬 | 0.1% | −13,590−1.6% | 減碼 | – |
| AXPAmerican Express Co | Stock | 81,058 | $2,586 萬 | 0.1% | +13,910+20.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 369,599 | $2,564 萬 | 0.1% | −726−0.2% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 64,699 | $2,512 萬 | 0.1% | +1,197+1.9% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 46,167 | $2,509 萬 | 0.1% | +1,481+3.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 181,000 | $2,462 萬 | 0.1% | +19,231+11.9% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 52,410 | $2,459 萬 | 0.1% | +556+1.1% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 87,077 | $2,428 萬 | 0.1% | +12,177+16.3% | 加碼 | – |
2025 年第 1 季之後清倉（24 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CPBCAMPBELL'S Co | COM | 198,870 | $793.9 萬 | <0.1% | 歷史 |
| CAGConagra Brands Inc. | Stock | 259,959 | $693.3 萬 | <0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 38,467 | $656.6 萬 | <0.1% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 56,064 | $347.9 萬 | <0.1% | 歷史 |
| WLKWestlake Corp | COM | 24,498 | $245.1 萬 | <0.1% | 歷史 |
| SPDR Ser Tr78468R655 | S&P KENSHO CLEAN | 13,005 | $65.5 萬 | <0.1% | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 14,353 | $64.7 萬 | <0.1% | – |
| KDKyndryl Holdings, Inc. | Stock | 15,999 | $50.2 萬 | <0.1% | 歷史 |
| AVTRAvantor, Inc. | COM | 21,347 | $34.6 萬 | <0.1% | 歷史 |
| CORTCorcept Therapeutics Inc | COM | 2,532 | $28.9 萬 | <0.1% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 4,069 | $28.8 萬 | <0.1% | 歷史 |
| Barrick Gold Corp067901108 | COM | 14,237 | $27.7 萬 | <0.1% | – |
| KNSLKinsale Capital Group, Inc. | Stock | 520 | $25.3 萬 | <0.1% | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 2,592 | $24.7 萬 | <0.1% | – |
| SoFi Select 500 ETF886364173 | ETF | 2,362 | $24.1 萬 | <0.1% | – |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 3,200 | $23.2 萬 | <0.1% | – |
| TECHBIO-TECHNE Corp | COM | 3,933 | $23.1 萬 | <0.1% | 歷史 |
| WSOWatsco Inc | COM | 445 | $22.6 萬 | <0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,231 | $22.1 萬 | <0.1% | – |
| iShares Tr46434V696 | CORE MSCI PAC | 3,521 | $21.9 萬 | <0.1% | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 961 | $21.9 萬 | <0.1% | 歷史 |
| Franklin Templeton ETF Tr35473P686 | FTSE TAIWAN | 4,752 | $20.5 萬 | <0.1% | – |
| LYFTLyft, Inc. | CL A COM | 12,306 | $14.6 萬 | <0.1% | 歷史 |
| WWWW International, Inc. | COM | 27,952 | $1.46 萬 | <0.1% | 歷史 |