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 |
|---|---|---|---|---|---|---|---|
| WOLFWolfspeed, Inc. | Stock | 20,495 | $8,173 | <0.1% | +9,905+93.5% | 加碼 | 歷史 |
| GPROGoPro, Inc. | CL A | 13,489 | $1.02 萬 | <0.1% | −128−0.9% | 減碼 | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 22,875 | $1.61 萬 | <0.1% | −5,663−19.8% | 減碼 | 歷史 |
| BLNKBlink Charging Co. | COM | 35,759 | $3.36 萬 | <0.1% | −3,836−9.7% | 減碼 | 歷史 |
| OPENOpendoor Technologies Inc. | COM | 79,620 | $4.24 萬 | <0.1% | −6,499−7.5% | 減碼 | 歷史 |
| CLOVClover Health Investments, Corp. | COM CL A | 18,120 | $5.06 萬 | <0.1% | +18,120 | 新進 | 歷史 |
| BBBLACKBERRY Ltd | COM | 11,423 | $5.23 萬 | <0.1% | −5,027−30.6% | 減碼 | 歷史 |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 12,635 | $6.47 萬 | <0.1% | +12,635 | 新進 | 歷史 |
| HLHecla Mining Co | COM | 11,802 | $7.07 萬 | <0.1% | +11,802 | 新進 | 歷史 |
| CHGGChegg, Inc | COM | 63,885 | $7.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 221,477 | $9.18 萬 | <0.1% | −9,090−3.9% | 減碼 | 歷史 |
| STLAStellantis N.V. | SHS | 10,110 | $10.1 萬 | <0.1% | +10,110 | 新進 | 歷史 |
| BBAIBigBear.ai Holdings, Inc. | COM | 15,856 | $10.8 萬 | <0.1% | +15,856 | 新進 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 89,818 | $11.1 萬 | <0.1% | +242+0.3% | 加碼 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 17,157 | $11.9 萬 | <0.1% | −1,306−7.1% | 減碼 | 歷史 |
| JBLUJetBlue Airways Corp | COM | 28,570 | $12.1 萬 | <0.1% | +28,570 | 新進 | 歷史 |
| RUNSunrun Inc. | COM | 14,909 | $12.2 萬 | <0.1% | −5,123−25.6% | 減碼 | 歷史 |
| APLDApplied Digital Corp. | COM NEW | 12,256 | $12.3 萬 | <0.1% | +12,256 | 新進 | 歷史 |
| PSECProspect Capital Corp | COM | 38,988 | $12.4 萬 | <0.1% | +22,099+130.8% | 加碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 88,461 | $13.2 萬 | <0.1% | −18,651−17.4% | 減碼 | 歷史 |
| QSQuantumScape Corp | COM CL A | 21,844 | $14.7 萬 | <0.1% | +2,495+12.9% | 加碼 | 歷史 |
| AMCRAmcor plc | ORD | 18,635 | $17.1 萬 | <0.1% | +2,748+17.3% | 加碼 | 歷史 |
| Advisorshares Tr00768Y495 | PURE CANNABIS | 99,979 | $18.9 萬 | <0.1% | +52,498+110.6% | 加碼 | – |
| FUBOFuboTV Inc. | COM | 49,595 | $19.1 萬 | <0.1% | −1,137−2.2% | 減碼 | 歷史 |
| AESAES Corp | Stock | 18,524 | $19.5 萬 | <0.1% | +2,516+15.7% | 加碼 | 歷史 |
| EWBCEast West Bancorp Inc | COM | 2,009 | $20.3 萬 | <0.1% | +2,009 | 新進 | 歷史 |
| QBTSD-Wave Quantum Inc. | Stock | 13,969 | $20.5 萬 | <0.1% | +13,969 | 新進 | 歷史 |
| iShares Tr46429B200 | CHINA SM-CAP ETF | 6,574 | $20.8 萬 | <0.1% | +6,574 | 新進 | – |
| CIENCiena Corp | COM NEW | 2,559 | $20.8 萬 | <0.1% | +2,559 | 新進 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 3,396 | $21.0 萬 | <0.1% | +3,396 | 新進 | 歷史 |
| ALBAlbemarle Corp | Stock | 3,355 | $21.0 萬 | <0.1% | +272+8.8% | 加碼 | 歷史 |
| CAKECheesecake Factory Inc | COM | 3,428 | $21.5 萬 | <0.1% | +3,428 | 新進 | 歷史 |
| CALYCallaway Golf Co | COM | 26,760 | $21.5 萬 | <0.1% | +4,679+21.2% | 加碼 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 3,440 | $21.6 萬 | <0.1% | +3,440 | 新進 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 2,430 | $22.1 萬 | <0.1% | +2,430 | 新進 | – |
| COLBColumbia Banking System, Inc. | COM | 9,540 | $22.3 萬 | <0.1% | +11+0.1% | 加碼 | 歷史 |
| RITMRithm Capital Corp. | REIT | 20,001 | $22.6 萬 | <0.1% | +1,466+7.9% | 加碼 | 歷史 |
| ACHRArcher Aviation Inc. | Stock | 20,968 | $22.8 萬 | <0.1% | +20,968 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,167 | $23.0 萬 | <0.1% | +3,167 | 新進 | – |
| iShares Inc464286509 | MSCI CDA ETF | 4,989 | $23.0 萬 | <0.1% | +4,989 | 新進 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 6,146 | $23.3 萬 | <0.1% | −742−10.8% | 減碼 | – |
| LIILennox International Inc | COM | 409 | $23.4 萬 | <0.1% | +52+14.6% | 加碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 2,134 | $23.5 萬 | <0.1% | −44−2.0% | 減碼 | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A NEW | 75,692 | $23.5 萬 | <0.1% | +300+0.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 2,179 | $23.5 萬 | <0.1% | −117−5.1% | 減碼 | – |
| iShares Tr464288786 | U.S. INSRNCE ETF | 1,754 | $23.6 萬 | <0.1% | +126+7.7% | 加碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 2,809 | $23.6 萬 | <0.1% | +2,809 | 新進 | – |
| AWRAmerican States Water Co | COM | 3,115 | $23.9 萬 | <0.1% | +190+6.5% | 加碼 | 歷史 |
| SWSmurfit Westrock plc | Stock | 5,596 | $24.1 萬 | <0.1% | +5,596 | 新進 | 歷史 |
| QUBTQuantum Computing Inc. | COM | 12,600 | $24.2 萬 | <0.1% | +12,600 | 新進 | 歷史 |
| Paramount Global92556H206 | CL B | 18,745 | $24.2 萬 | <0.1% | +2,080+12.5% | 加碼 | – |
| NDSNNordson Corp | COM | 1,132 | $24.3 萬 | <0.1% | +1,132 | 新進 | 歷史 |
| iShares Tr464288174 | GL TIMB FORE ETF | 3,313 | $24.3 萬 | <0.1% | +365+12.4% | 加碼 | – |
| UTHRUnited Therapeutics Corp | COM | 853 | $24.5 萬 | <0.1% | −6−0.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 2,582 | $24.6 萬 | <0.1% | +2,582 | 新進 | – |
| EQHEquitable Holdings, Inc. | COM | 4,405 | $24.7 萬 | <0.1% | −104−2.3% | 減碼 | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 3,821 | $24.7 萬 | <0.1% | +3,821 | 新進 | 歷史 |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 23,615 | $24.9 萬 | <0.1% | −31,997−57.5% | 減碼 | 歷史 |
| Listed FD Tr53656F789 | ROUNDHILL SPORTS | 10,505 | $24.9 萬 | <0.1% | +10,505 | 新進 | – |
| SWKStanley Black & Decker, Inc. | COM | 3,707 | $25.1 萬 | <0.1% | −6,477−63.6% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 3,837 | $25.1 萬 | <0.1% | +3,837 | 新進 | 歷史 |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 3,113 | $25.3 萬 | <0.1% | +209+7.2% | 加碼 | – |
| BLDRBuilders FirstSource, Inc. | Stock | 2,171 | $25.3 萬 | <0.1% | +2,171 | 新進 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 3,504 | $25.5 萬 | <0.1% | +3,504 | 新進 | – |
| iShares Tr46429B606 | MSCI POLAND ETF | 7,948 | $25.6 萬 | <0.1% | +7,948 | 新進 | – |
| Siren Nexgen Economy ETF829658202 | ETF | 11,034 | $25.7 萬 | <0.1% | −487−4.2% | 減碼 | – |
| Global X FDS37954Y657 | US PFD ETF | 13,684 | $25.8 萬 | <0.1% | +13,684 | 新進 | – |
| iShares Inc464286350 | MSCI AGR PRO ETF | 6,430 | $25.9 萬 | <0.1% | −5,501−46.1% | 減碼 | – |
| BGBunge Global SA | COM SHS | 3,272 | $26.3 萬 | <0.1% | +3,272 | 新進 | 歷史 |
| Renaissance Cap Greenwich FD759937204 | IPO ETF | 5,851 | $26.3 萬 | <0.1% | +27+0.5% | 加碼 | – |
| SOLVSolventum Corp | Stock | 3,474 | $26.3 萬 | <0.1% | +3,474 | 新進 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 5,311 | $26.5 萬 | <0.1% | +5,311 | 新進 | 歷史 |
| EXASExact Sciences Corp | COM | 5,005 | $26.6 萬 | <0.1% | −241−4.6% | 減碼 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 10,048 | $26.6 萬 | <0.1% | +1,289+14.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E529 | NY AMT FRE MUN | 12,333 | $26.7 萬 | <0.1% | +12,333 | 新進 | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 4,344 | $26.9 萬 | <0.1% | −567−11.5% | 減碼 | – |
| LWLamb Weston Holdings, Inc. | Stock | 5,228 | $27.1 萬 | <0.1% | +508+10.8% | 加碼 | 歷史 |
| iShares Tr46429B507 | MSCI IRELAND ETF | 4,083 | $27.4 萬 | <0.1% | +261+6.8% | 加碼 | – |
| CSLCarlisle Companies Inc | COM | 737 | $27.5 萬 | <0.1% | −12−1.6% | 減碼 | 歷史 |
| CACICACI International Inc | CL A | 581 | $27.7 萬 | <0.1% | +10+1.8% | 加碼 | 歷史 |
| iShares Inc464286640 | MSCI CHILE ETF | 8,811 | $27.7 萬 | <0.1% | −360−3.9% | 減碼 | – |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 9,357 | $27.8 萬 | <0.1% | −1,758−15.8% | 減碼 | – |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 10,706 | $27.8 萬 | <0.1% | +10,706 | 新進 | – |
| TKOTKO Group Holdings, Inc. | CL A | 1,531 | $27.9 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 8,154 | $27.9 萬 | <0.1% | +722+9.7% | 加碼 | – |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 5,308 | $28.0 萬 | <0.1% | +251+5.0% | 加碼 | – |
| BWABorgwarner Inc | COM | 8,531 | $28.6 萬 | <0.1% | −4,556−34.8% | 減碼 | 歷史 |
| RLRalph Lauren Corp | CL A | 1,042 | $28.6 萬 | <0.1% | +1,042 | 新進 | 歷史 |
| VanEck Vectors ETF Tr92189H839 | SOCIAL SENTIMENT | 9,452 | $28.6 萬 | <0.1% | −2,296−19.5% | 減碼 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 725 | $28.7 萬 | <0.1% | +725 | 新進 | – |
| SJMJ M SMUCKER Co | Stock | 2,942 | $28.9 萬 | <0.1% | −2,338−44.3% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,978 | $29.0 萬 | <0.1% | +107+2.8% | 加碼 | – |
| EXEExpand Energy Corp | COM | 2,479 | $29.0 萬 | <0.1% | +2,479 | 新進 | 歷史 |
| CPTCamden Property Trust | REIT | 2,583 | $29.1 萬 | <0.1% | +69+2.7% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 6,003 | $29.2 萬 | <0.1% | +6,003 | 新進 | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 26,291 | $29.5 萬 | <0.1% | +2,518+10.6% | 加碼 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 15,683 | $29.5 萬 | <0.1% | −13,650−46.5% | 減碼 | 歷史 |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 5,466 | $29.7 萬 | <0.1% | +968+21.5% | 加碼 | – |
| HIIHuntington Ingalls Industries, Inc. | COM | 1,237 | $29.9 萬 | <0.1% | +58+4.9% | 加碼 | 歷史 |
| Global X FDS37954Y491 | DAX GERMANY ETF | 6,677 | $30.0 萬 | <0.1% | +6,677 | 新進 | – |
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 |