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 |
|---|---|---|---|---|---|---|---|
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 67,885 | $324.2 萬 | <0.1% | −2,624−3.7% | 減碼 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 247,449 | $324.4 萬 | <0.1% | −147,431−37.3% | 減碼 | – |
| CBRECbre Group, Inc. | CL A | 23,172 | $324.7 萬 | <0.1% | +6,336+37.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 37,495 | $327.0 萬 | <0.1% | +4,118+12.3% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 27,031 | $328.1 萬 | <0.1% | −2,070−7.1% | 減碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 37,509 | $338.2 萬 | <0.1% | −1,523−3.9% | 減碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 202,293 | $338.2 萬 | <0.1% | +15,504+8.3% | 加碼 | – |
| EQIXEquinix Inc | COM | 4,258 | $338.7 萬 | <0.1% | +67+1.6% | 加碼 | 歷史 |
| VTRSViatris Inc | Stock | 381,247 | $340.5 萬 | <0.1% | −9,779−2.5% | 減碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 162,853 | $340.9 萬 | <0.1% | +108,620+200.3% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 149,981 | $344.7 萬 | <0.1% | +45,758+43.9% | 加碼 | – |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 38,830 | $346.2 萬 | <0.1% | +4,575+13.4% | 加碼 | – |
| TRGPTarga Resources Corp. | COM | 19,891 | $346.3 萬 | <0.1% | +661+3.4% | 加碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 15,913 | $346.5 萬 | <0.1% | +3,141+24.6% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 28,881 | $346.8 萬 | <0.1% | +4,634+19.1% | 加碼 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 11,275 | $347.7 萬 | <0.1% | −1,795−13.7% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 12,435 | $348.0 萬 | <0.1% | +51+0.4% | 加碼 | – |
| XYLXylem Inc. | COM | 27,047 | $349.9 萬 | <0.1% | +1,507+5.9% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 13,630 | $351.7 萬 | <0.1% | +4,250+45.3% | 加碼 | 歷史 |
| FOXFox Corp | CL B COM | 68,696 | $354.7 萬 | <0.1% | +19,275+39.0% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 67,453 | $355.9 萬 | <0.1% | +2,459+3.8% | 加碼 | – |
| CSXCSX Corp | Stock | 109,210 | $356.4 萬 | <0.1% | +44,231+68.1% | 加碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 36,133 | $357.8 萬 | <0.1% | −7,173−16.6% | 減碼 | 歷史 |
| RKLBRocket Lab Corp | COM | 100,301 | $358.8 萬 | <0.1% | −1,649−1.6% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 22,642 | $361.6 萬 | <0.1% | +347+1.6% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 66,790 | $362.5 萬 | <0.1% | +43,595+187.9% | 加碼 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 130,419 | $366.7 萬 | <0.1% | +11,447+9.6% | 加碼 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 12,027 | $368.6 萬 | <0.1% | −842−6.5% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 27,696 | $373.3 萬 | <0.1% | −779−2.7% | 減碼 | – |
| IDXXIDEXX Laboratories Inc | COM | 7,014 | $376.2 萬 | <0.1% | +468+7.1% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 24,123 | $376.2 萬 | <0.1% | −90−0.4% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 11,493 | $376.4 萬 | <0.1% | +705+6.5% | 加碼 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 52,079 | $378.2 萬 | <0.1% | +10,442+25.1% | 加碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 216,485 | $379.1 萬 | <0.1% | −64,810−23.0% | 減碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 29,722 | $380.5 萬 | <0.1% | −4,201−12.4% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 152,013 | $384.6 萬 | <0.1% | −17,997−10.6% | 減碼 | – |
| NUENucor Corp | COM | 30,061 | $389.4 萬 | <0.1% | −12,827−29.9% | 減碼 | 歷史 |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 60,436 | $389.9 萬 | <0.1% | +1,244+2.1% | 加碼 | – |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 12,084 | $394.0 萬 | <0.1% | +3,363+38.6% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 6,848 | $395.0 萬 | <0.1% | +641+10.3% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 32,591 | $395.4 萬 | <0.1% | +26,497+434.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 52,641 | $397.9 萬 | <0.1% | +5,000+10.5% | 加碼 | – |
| FOXAFox Corp | CL A COM | 71,407 | $400.2 萬 | <0.1% | +16,479+30.0% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 38,533 | $405.4 萬 | <0.1% | +13,657+54.9% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 15,998 | $409.5 萬 | <0.1% | +5,854+57.7% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 16,956 | $411.8 萬 | <0.1% | +5,603+49.4% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 23,450 | $421.2 萬 | <0.1% | +169+0.7% | 加碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 128,492 | $424.8 萬 | <0.1% | −8,500−6.2% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 54,926 | $425.7 萬 | <0.1% | +26,204+91.2% | 加碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 84,950 | $427.4 萬 | <0.1% | +19,410+29.6% | 加碼 | – |
| CTSHCognizant Technology Solutions Corp | CL A | 54,773 | $427.4 萬 | <0.1% | −2,763−4.8% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 53,792 | $430.9 萬 | <0.1% | −6,809−11.2% | 減碼 | – |
| MPWRMonolithic Power Systems, Inc. | COM | 5,928 | $433.6 萬 | <0.1% | −791−11.8% | 減碼 | 歷史 |
| AONAon plc | CL A | 12,159 | $433.8 萬 | <0.1% | −2,682−18.1% | 減碼 | 歷史 |
| TPRTapestry, Inc. | COM | 49,629 | $435.8 萬 | <0.1% | −901−1.8% | 減碼 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 44,135 | $437.1 萬 | <0.1% | +37,508+566.0% | 加碼 | 歷史 |
| VTRVentas, Inc. | REIT | 69,246 | $437.3 萬 | <0.1% | +18,355+36.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 196,564 | $440.3 萬 | <0.1% | −84,336−30.0% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 83,523 | $440.8 萬 | <0.1% | −2,586−3.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 55,534 | $441.5 萬 | <0.1% | +17,042+44.3% | 加碼 | – |
| iShares Tr46429B671 | MSCI CHINA ETF | 80,479 | $443.4 萬 | <0.1% | −5,595−6.5% | 減碼 | – |
| PSAPublic Storage | COM | 15,119 | $443.6 萬 | <0.1% | +4,189+38.3% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 90,253 | $446.8 萬 | <0.1% | +46,929+108.3% | 加碼 | – |
| FNFFidelity National Financial, Inc. | COM SHS | 79,759 | $447.1 萬 | <0.1% | +14,682+22.6% | 加碼 | 歷史 |
| HUBBHubbell Inc | COM | 10,995 | $449.0 萬 | <0.1% | +562+5.4% | 加碼 | 歷史 |
| NINisource Inc. | COM | 111,617 | $450.3 萬 | <0.1% | +2,488+2.3% | 加碼 | 歷史 |
| DOVDOVER Corp | COM | 24,613 | $451.0 萬 | <0.1% | +3,418+16.1% | 加碼 | 歷史 |
| LEN.BLennar Corp | CL B | 43,039 | $453.0 萬 | <0.1% | +19,348+81.7% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 14,749 | $456.6 萬 | <0.1% | +340+2.4% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 41,932 | $459.2 萬 | <0.1% | −7,076−14.4% | 減碼 | – |
| AMEAmetek Inc | COM | 25,662 | $464.4 萬 | <0.1% | −734−2.8% | 減碼 | 歷史 |
| LLoews Corp | COM | 51,429 | $471.4 萬 | <0.1% | +1,504+3.0% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 65,950 | $474.8 萬 | <0.1% | −6,031−8.4% | 減碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 41,619 | $475.5 萬 | <0.1% | +20,010+92.6% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 52,791 | $480.7 萬 | <0.1% | +2,696+5.4% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 13,735 | $482.4 萬 | <0.1% | +2,528+22.6% | 加碼 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 22,931 | $483.7 萬 | <0.1% | +7,122+45.1% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 17,413 | $491.2 萬 | <0.1% | +1,455+9.1% | 加碼 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 358,485 | $492.6 萬 | <0.1% | −394−0.1% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 63,799 | $493.8 萬 | <0.1% | −15,492−19.5% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 27,476 | $499.3 萬 | <0.1% | +5,294+23.9% | 加碼 | – |
| HALHalliburton Co | Stock | 247,241 | $503.9 萬 | <0.1% | +10,939+4.6% | 加碼 | 歷史 |
| TELTE Connectivity plc | Stock | 29,935 | $504.9 萬 | <0.1% | −2,096−6.5% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 39,668 | $506.1 萬 | <0.1% | −3,282−7.6% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 16,268 | $506.7 萬 | <0.1% | +822+5.3% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 18,341 | $507.9 萬 | <0.1% | −2,479−11.9% | 減碼 | – |
| FICOFair Isaac Corp | COM | 2,795 | $510.9 萬 | <0.1% | −138−4.7% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 104,180 | $512.7 萬 | <0.1% | −10,299−9.0% | 減碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 64,599 | $513.1 萬 | <0.1% | +900+1.4% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 68,963 | $513.5 萬 | <0.1% | +8,438+13.9% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 34,834 | $516.2 萬 | <0.1% | −4,674−11.8% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 27,738 | $517.9 萬 | <0.1% | −720−2.5% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 79,640 | $518.9 萬 | <0.1% | +34,557+76.7% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 12,343 | $519.0 萬 | <0.1% | +192+1.6% | 加碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 93,329 | $519.7 萬 | <0.1% | +4,349+4.9% | 加碼 | – |
| ROLRollins Inc | COM | 92,952 | $524.4 萬 | <0.1% | −173−0.2% | 減碼 | 歷史 |
| LNTAlliant Energy Corp | Stock | 87,356 | $528.2 萬 | <0.1% | −28,956−24.9% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 200,093 | $529.8 萬 | <0.1% | +67,360+50.7% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 41,790 | $530.2 萬 | <0.1% | +1,080+2.7% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 25,445 | $532.7 萬 | <0.1% | +311+1.2% | 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 |