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 |
|---|---|---|---|---|---|---|---|
| AAgilent Technologies, Inc. | COM | 17,824 | $210.3 萬 | <0.1% | +460+2.6% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 66,023 | $211.1 萬 | <0.1% | −2,012−3.0% | 減碼 | – |
| ZSZscaler, Inc. | Stock | 6,788 | $213.1 萬 | <0.1% | +118+1.8% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 28,143 | $213.4 萬 | <0.1% | −30,275−51.8% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 25,627 | $213.9 萬 | <0.1% | +953+3.9% | 加碼 | – |
| EWEdwards Lifesciences Corp | Stock | 27,579 | $215.7 萬 | <0.1% | +2,566+10.3% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 13,915 | $219.5 萬 | <0.1% | −2,817−16.8% | 減碼 | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 38,473 | $219.7 萬 | <0.1% | +3,700+10.6% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 11,670 | $220.1 萬 | <0.1% | −3,690−24.0% | 減碼 | – |
| ZZillow Group, Inc. | CL C CAP STK | 31,491 | $220.6 萬 | <0.1% | −557−1.7% | 減碼 | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 74,027 | $221.8 萬 | <0.1% | −5,944−7.4% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 106,862 | $223.6 萬 | <0.1% | +3,896+3.8% | 加碼 | – |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 61,892 | $223.7 萬 | <0.1% | +461+0.8% | 加碼 | – |
| iShares Tr464289479 | CORE LT USDB ETF | 45,423 | $224.5 萬 | <0.1% | +28,845+174.0% | 加碼 | – |
| MOSMosaic Co | COM | 62,101 | $226.5 萬 | <0.1% | −1,125−1.8% | 減碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 22,608 | $227.9 萬 | <0.1% | +10,508+86.8% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 28,010 | $228.7 萬 | <0.1% | +2,632+10.4% | 加碼 | – |
| BDXBecton Dickinson & Co | Stock | 13,330 | $229.6 萬 | <0.1% | +5,370+67.5% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 19,909 | $229.7 萬 | <0.1% | +835+4.4% | 加碼 | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 12,828 | $231.1 萬 | <0.1% | +149+1.2% | 加碼 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 10,870 | $231.3 萬 | <0.1% | +633+6.2% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 45,309 | $231.5 萬 | <0.1% | +26,655+142.9% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 45,693 | $231.6 萬 | <0.1% | +5,615+14.0% | 加碼 | – |
| DRIDarden Restaurants Inc | COM | 10,648 | $232.1 萬 | <0.1% | +1,830+20.8% | 加碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 14,199 | $232.7 萬 | <0.1% | +3,058+27.4% | 加碼 | 歷史 |
| ASTSAST SpaceMobile, Inc. | COM CL A | 50,640 | $236.6 萬 | <0.1% | +10,903+27.4% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 20,423 | $237.2 萬 | <0.1% | −88−0.4% | 減碼 | – |
| ABNBAirbnb, Inc. | Stock | 18,011 | $238.4 萬 | <0.1% | +1,360+8.2% | 加碼 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 50,267 | $238.6 萬 | <0.1% | −3,176−5.9% | 減碼 | – |
| EXPEExpedia Group, Inc. | Stock | 14,198 | $239.5 萬 | <0.1% | +7,412+109.2% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 32,155 | $239.6 萬 | <0.1% | −8,185−20.3% | 減碼 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 30,433 | $241.3 萬 | <0.1% | +2,836+10.3% | 加碼 | – |
| SRESempra | Stock | 31,860 | $241.4 萬 | <0.1% | +7,617+31.4% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 4,615 | $242.3 萬 | <0.1% | −1,560−25.3% | 減碼 | 歷史 |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 48,395 | $243.1 萬 | <0.1% | −1,942−3.9% | 減碼 | – |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 28,221 | $243.7 萬 | <0.1% | −30−0.1% | 減碼 | – |
| PODDInsulet Corp | Stock | 7,762 | $243.9 萬 | <0.1% | +2,788+56.1% | 加碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 5,418 | $244.1 萬 | <0.1% | +34+0.6% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 35,295 | $245.4 萬 | <0.1% | −23,665−40.1% | 減碼 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 16,652 | $245.8 萬 | <0.1% | −3,260−16.4% | 減碼 | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 61,706 | $247.5 萬 | <0.1% | +28,443+85.5% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 30,747 | $249.0 萬 | <0.1% | +740+2.5% | 加碼 | – |
| Alps Clean Energy ETF00162Q460 | ETF | 96,922 | $250.1 萬 | <0.1% | +70,397+265.4% | 加碼 | – |
| NDAQNasdaq, Inc. | COM | 27,974 | $250.1 萬 | <0.1% | +6,081+27.8% | 加碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 16,612 | $251.3 萬 | <0.1% | +10,269+161.9% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 26,845 | $251.8 萬 | <0.1% | −1,355−4.8% | 減碼 | – |
| ROKRockwell Automation, Inc | Stock | 7,617 | $253.0 萬 | <0.1% | −91−1.2% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 10,513 | $255.5 萬 | <0.1% | +660+6.7% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 140,331 | $255.5 萬 | <0.1% | −11,469−7.6% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 37,332 | $256.1 萬 | <0.1% | +2,057+5.8% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,969 | $256.4 萬 | <0.1% | −318−3.4% | 減碼 | – |
| UHSUniversal Health Services Inc | CL B | 14,161 | $256.5 萬 | <0.1% | −168−1.2% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 30,506 | $256.8 萬 | <0.1% | −919−2.9% | 減碼 | 歷史 |
| TXTTextron Inc | COM | 32,207 | $258.6 萬 | <0.1% | −4,654−12.6% | 減碼 | 歷史 |
| HUBSHubSpot Inc | COM | 4,663 | $259.6 萬 | <0.1% | +389+9.1% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 22,907 | $260.6 萬 | <0.1% | −11,433−33.3% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 9,204 | $261.8 萬 | <0.1% | −297−3.1% | 減碼 | – |
| GLWCorning Inc | COM | 49,785 | $261.8 萬 | <0.1% | +19,024+61.8% | 加碼 | 歷史 |
| EQTEQT Corp | Stock | 45,010 | $262.5 萬 | <0.1% | +1,419+3.3% | 加碼 | 歷史 |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 97,902 | $265.3 萬 | <0.1% | +45,946+88.4% | 加碼 | – |
| SMCISuper Micro Computer, Inc. | Stock | 54,576 | $267.5 萬 | <0.1% | −14,883−21.4% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 32,881 | $267.7 萬 | <0.1% | +6,612+25.2% | 加碼 | 歷史 |
| CECelanese Corp | Stock | 48,399 | $267.8 萬 | <0.1% | −40,165−45.4% | 減碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 40,184 | $270.1 萬 | <0.1% | −843−2.1% | 減碼 | – |
| TRMBTrimble Inc. | COM | 35,771 | $271.8 萬 | <0.1% | +1,062+3.1% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 35,093 | $276.2 萬 | <0.1% | −2,620−6.9% | 減碼 | – |
| PAYXPaychex Inc | Stock | 19,021 | $276.7 萬 | <0.1% | −3,687−16.2% | 減碼 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 75,683 | $278.1 萬 | <0.1% | +2,462+3.4% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 12,467 | $279.0 萬 | <0.1% | +2,474+24.8% | 加碼 | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 13,182 | $279.2 萬 | <0.1% | +295+2.3% | 加碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 11,255 | $282.3 萬 | <0.1% | +2,579+29.7% | 加碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 54,450 | $283.5 萬 | <0.1% | +4,964+10.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 47,844 | $286.2 萬 | <0.1% | +14,614+44.0% | 加碼 | – |
| GDDYGoDaddy Inc. | CL A | 15,954 | $287.3 萬 | <0.1% | −802−4.8% | 減碼 | 歷史 |
| iShares Tr464289446 | RUS TOP 200 ETF | 18,773 | $287.5 萬 | <0.1% | +1,520+8.8% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 21,665 | $287.7 萬 | <0.1% | +3,133+16.9% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 45,998 | $290.4 萬 | <0.1% | +3,054+7.1% | 加碼 | – |
| BURLBurlington Stores, Inc. | COM | 12,511 | $291.1 萬 | <0.1% | −1,841−12.8% | 減碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 24,115 | $293.3 萬 | <0.1% | +4,174+20.9% | 加碼 | – |
| IRIngersoll Rand Inc. | COM | 35,296 | $293.6 萬 | <0.1% | +4,635+15.1% | 加碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 17,109 | $296.3 萬 | <0.1% | −762−4.3% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 56,729 | $297.1 萬 | <0.1% | −1,863−3.2% | 減碼 | – |
| CSGPCostar Group, Inc. | COM | 36,976 | $297.3 萬 | <0.1% | −12,866−25.8% | 減碼 | 歷史 |
| UDRUDR, Inc. | COM | 73,039 | $298.2 萬 | <0.1% | −1,446−1.9% | 減碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 68,487 | $299.8 萬 | <0.1% | +3,389+5.2% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 12,217 | $303.4 萬 | <0.1% | +1,831+17.6% | 加碼 | – |
| MLMMartin Marietta Materials Inc | COM | 5,536 | $303.9 萬 | <0.1% | +138+2.6% | 加碼 | 歷史 |
| BXPBXP, Inc. | COM | 45,111 | $304.4 萬 | <0.1% | −3,048−6.3% | 減碼 | 歷史 |
| KIMKimco Realty Corp | COM | 144,870 | $304.5 萬 | <0.1% | +5,755+4.1% | 加碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 11,314 | $304.7 萬 | <0.1% | −866−7.1% | 減碼 | – |
| XYZBlock, Inc. | CL A | 44,931 | $305.2 萬 | <0.1% | −3,964−8.1% | 減碼 | 歷史 |
| VRSNVerisign Inc | COM | 10,635 | $307.1 萬 | <0.1% | +4,011+60.6% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 23,340 | $309.2 萬 | <0.1% | +2,472+11.8% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 106,850 | $312.1 萬 | <0.1% | +6,692+6.7% | 加碼 | – |
| WDAYWorkday, Inc. | CL A | 13,095 | $314.3 萬 | <0.1% | +453+3.6% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 15,485 | $314.5 萬 | <0.1% | +5,733+58.8% | 加碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 38,232 | $316.6 萬 | <0.1% | −804−2.1% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 7,284 | $321.0 萬 | <0.1% | +288+4.1% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 12,350 | $322.1 萬 | <0.1% | +1,139+10.2% | 加碼 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 21,804 | $322.7 萬 | <0.1% | +2,297+11.8% | 加碼 | 歷史 |
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 |