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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。

機構總覽
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%)
申報日
2025/7/31
SEC
Wealthfront Advisers LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
CTRACoterra Energy Inc.Stock210,212$533.5 萬<0.1%−26,717−11.3%減碼歷史
Global X FDS37950E291GLOBX SUPDV US304,537$535.4 萬<0.1%+14,711+5.1%加碼–
BKRBaker Hughes CoCL A139,873$536.3 萬<0.1%−17,116−10.9%減碼歷史
ELEstee Lauder Companies IncCL A66,408$536.6 萬<0.1%+50,415+315.2%加碼歷史
BF.ABrown Forman CorpCL A195,406$536.8 萬<0.1%+78,169+66.7%加碼歷史
BALLBALL CorpCOM97,664$547.8 萬<0.1%+73,953+311.9%加碼歷史
TRVTravelers Companies, Inc.Stock20,480$547.9 萬<0.1%+196+1.0%加碼歷史
APOApollo Global Management, Inc.COM39,069$554.3 萬<0.1%−8,333−17.6%減碼歷史
STXSeagate Technology Holdings plcORD SHS38,460$555.1 萬<0.1%−8,652−18.4%減碼歷史
Vanguard World FD921910691ESG US CORP BD87,673$555.8 萬<0.1%−46,300−34.6%減碼–
MNSTMonster Beverage CorpCOM88,747$555.9 萬<0.1%+10,008+12.7%加碼歷史
iShares Tr464287291GLOBAL TECH ETF60,299$556.8 萬<0.1%−1,856−3.0%減碼–
AZOAutoZone IncCOM1,518$563.5 萬<0.1%+49+3.3%加碼歷史
TSNTyson Foods, Inc.Stock101,003$565.0 萬<0.1%−32,770−24.5%減碼歷史
iShares Esg Aware US Aggregate Bond ETF46435U549ETF119,007$565.8 萬<0.1%−3,528−2.9%減碼–
TWTradeweb Markets Inc.Stock39,378$576.5 萬<0.1%−243−0.6%減碼歷史
BF.BBrown Forman CorpStock215,359$579.5 萬<0.1%+65,468+43.7%加碼歷史
American Centy ETF Tr025072877US SML CP VALU64,346$586.2 萬<0.1%+11,991+22.9%加碼–
MARMarriott International IncStock21,627$590.9 萬<0.1%+3,072+16.6%加碼歷史
SNASnap-on IncCOM19,017$591.8 萬<0.1%−803−4.1%減碼歷史
LYBLyondellBasell Industries N.V.SHS - A -104,187$602.8 萬<0.1%+21,203+25.6%加碼歷史
KMBKimberly Clark CorpStock46,892$604.5 萬<0.1%+1,081+2.4%加碼歷史
SLViShares Silver TrustETF184,498$605.3 萬<0.1%+34,184+22.7%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock109,431$606.4 萬<0.1%+8,219+8.1%加碼依 4 比 1 拆股換算歷史
TROWPrice T Rowe Group IncStock62,862$606.6 萬<0.1%−6,464−9.3%減碼歷史
NETCloudflare, Inc.CL A COM31,003$607.1 萬<0.1%+3,556+13.0%加碼歷史
FCXFreeport-McMoran IncStock141,219$612.2 萬<0.1%−25,219−15.2%減碼歷史
ELVElevance Health, Inc.Stock15,750$612.6 萬<0.1%+2,042+14.9%加碼歷史
URIUnited Rentals, Inc.COM8,136$613.0 萬<0.1%+19+0.2%加碼歷史
Vanguard World FD921910873MEGA CAP INDEX27,394$616.1 萬<0.1%−292−1.1%減碼–
OKEONEOK IncCOM75,659$617.6 萬<0.1%−9,046−10.7%減碼歷史
SYYSysco CorpStock81,747$619.2 萬<0.1%+14,834+22.2%加碼歷史
DELLDell Technologies Inc.Stock50,821$623.1 萬<0.1%−2,547−4.8%減碼歷史
MCHPMicrochip Technology IncStock88,755$624.6 萬<0.1%+68,590+340.1%加碼歷史
PYPLPayPal Holdings, Inc.Stock84,071$624.8 萬<0.1%+10,377+14.1%加碼歷史
TMOThermo Fisher Scientific Inc.Stock15,431$625.7 萬<0.1%−7,068−31.4%減碼歷史
AFLAflac IncStock59,566$628.2 萬<0.1%−5,216−8.1%減碼歷史
WPCW. P. Carey Inc.COM100,703$628.2 萬<0.1%+1,809+1.8%加碼歷史
SNPSSynopsys IncCOM12,270$629.1 萬<0.1%−105−0.8%減碼歷史
GLGlobe Life Inc.COM51,184$636.2 萬<0.1%−1,707−3.2%減碼歷史
MASMasco CorpCOM99,606$641.1 萬<0.1%+15,201+18.0%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF95,600$642.6 萬<0.1%+23,703+33.0%加碼–
MCOMoodys CorpStock12,914$647.8 萬<0.1%+1,866+16.9%加碼歷史
AIGAmerican International Group, Inc.Stock76,073$651.1 萬<0.1%+854+1.1%加碼歷史
LNGCheniere Energy, Inc.COM NEW26,946$656.2 萬<0.1%+1,274+5.0%加碼歷史
VRTVertiv Holdings CoCOM CL A51,131$656.6 萬<0.1%+5,792+12.8%加碼歷史
MDTMedtronic plcStock75,439$657.6 萬<0.1%−10,566−12.3%減碼歷史
HLTHilton Worldwide Holdings Inc.COM24,743$659.0 萬<0.1%+656+2.7%加碼歷史
JCIJohnson Controls International plcStock62,401$659.1 萬<0.1%+15,890+34.2%加碼歷史
UNMUnum GroupStock81,893$661.4 萬<0.1%−1,651−2.0%減碼歷史
CARRCarrier Global CorpStock90,607$663.2 萬<0.1%−4,652−4.9%減碼歷史
AEEAmeren CorpCOM69,273$665.3 萬<0.1%−7,516−9.8%減碼歷史
HRLHormel Foods CorpCOM220,029$665.6 萬<0.1%+200,227+1,011.1%加碼歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF34,150$666.0 萬<0.1%+2,897+9.3%加碼–
PLDPrologis, Inc.REIT63,385$666.3 萬<0.1%−9,093−12.5%減碼歷史
FISVFiserv IncStock38,998$672.4 萬<0.1%−17,191−30.6%減碼歷史
ECLEcolab Inc.Stock25,007$673.8 萬<0.1%+1,248+5.3%加碼歷史
WBDWarner Bros. Discovery, Inc.Stock598,735$686.2 萬<0.1%−127,318−17.5%減碼歷史
DALDelta Air Lines, Inc.COM NEW140,063$688.8 萬<0.1%−6,522−4.4%減碼歷史
FEFirstenergy CorpCOM171,207$689.3 萬<0.1%−15,639−8.4%減碼歷史
SLBSLB LimitedStock204,139$690.0 萬<0.1%−45,953−18.4%減碼歷史
AXONAxon Enterprise, Inc.COM8,358$692.0 萬<0.1%+2,274+37.4%加碼歷史
ADMArcher-Daniels-Midland CoStock131,200$692.5 萬<0.1%+89,225+212.6%加碼歷史
GRMNGarmin LtdSHS33,278$694.6 萬<0.1%+493+1.5%加碼歷史
PPLPPL CorpCOM206,597$700.2 萬<0.1%−26,259−11.3%減碼歷史
CMGChipotle Mexican Grill IncCOM124,707$700.2 萬<0.1%−1,092−0.9%減碼歷史
Global X FDS37954Y715RBTCS ARTFL INTE214,543$700.5 萬<0.1%+7,340+3.5%加碼–
ODFLOld Dominion Freight Line, Inc.COM43,235$701.7 萬<0.1%+16,007+58.8%加碼歷史
KEYKeycorpCOM403,870$703.5 萬<0.1%−275,935−40.6%減碼歷史
CVNACarvana Co.CL A21,151$712.7 萬<0.1%+2,848+15.6%加碼歷史
EMREmerson Electric CoStock53,624$715.0 萬<0.1%−1,411−2.6%減碼歷史
NEMNEWMONT CorpStock122,792$715.4 萬<0.1%+3,466+2.9%加碼歷史
GDGeneral Dynamics CorpStock24,594$717.3 萬<0.1%+1,152+4.9%加碼歷史
KKRKKR & Co. Inc.COM54,081$719.4 萬<0.1%+81+0.2%加碼歷史
STTState Street CorpCOM67,897$722.0 萬<0.1%+16,477+32.0%加碼歷史
RPRXRoyalty Pharma plcSHS CLASS A202,283$728.8 萬<0.1%+7,507+3.9%加碼歷史
METMetlife IncStock90,754$729.8 萬<0.1%+1,156+1.3%加碼歷史
ROPRoper Technologies IncStock12,920$732.4 萬<0.1%−179−1.4%減碼歷史
EXRExtra Space Storage Inc.COM49,683$732.5 萬<0.1%+2,355+5.0%加碼歷史
ALLAllstate CorpStock36,749$739.8 萬<0.1%−2,382−6.1%減碼歷史
HESHess CorpStock54,054$748.9 萬<0.1%−2,429−4.3%減碼歷史
AMPAmeriprise Financial IncCOM14,062$750.5 萬<0.1%+1,404+11.1%加碼歷史
FTNTFortinet, Inc.Stock71,527$756.2 萬<0.1%+1,046+1.5%加碼歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG370,355$756.6 萬<0.1%−330,800−47.2%減碼–
TGTTarget CorpStock77,698$766.5 萬<0.1%−1,672−2.1%減碼歷史
LBRDKLiberty Broadband CorpCOM SER C78,168$769.0 萬<0.1%−1,659−2.1%減碼歷史
iShares Semiconductor ETF464287523ETF32,306$771.1 萬<0.1%−12,925−28.6%減碼–
NOCNorthrop Grumman CorpStock15,517$775.8 萬<0.1%−175−1.1%減碼歷史
EOGEOG Resources IncStock65,140$779.1 萬<0.1%+5,623+9.4%加碼歷史
IRMIron Mountain IncCOM75,981$779.3 萬<0.1%+200+0.3%加碼歷史
CBOECboe Global Markets, Inc.COM33,527$781.9 萬<0.1%+4,687+16.3%加碼歷史
FFord Motor CoStock723,853$785.4 萬<0.1%+54,249+8.1%加碼歷史
UALUnited Airlines Holdings, Inc.COM98,757$786.4 萬<0.1%−1,048−1.1%減碼歷史
RKTRocket Companies, Inc.Stock554,701$786.6 萬<0.1%+388,839+234.4%加碼歷史
XELXcel Energy IncStock115,655$787.6 萬<0.1%−24,641−17.6%減碼歷史
BBYBest Buy Co IncStock117,423$788.3 萬<0.1%+4,281+3.8%加碼歷史
BNYBank of New York Mellon CorpStock87,200$794.5 萬<0.1%+5,401+6.6%加碼歷史
LENLennar CorpCL A72,323$800.0 萬<0.1%+16,247+29.0%加碼歷史
Vanguard World FD921910840MEGA CAP VAL ETF60,986$800.1 萬<0.1%−13,763−18.4%減碼–
VICIVici Properties Inc.COM247,184$805.8 萬<0.1%+18,227+8.0%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。

Wealthfront Advisers LLC 在 2025 年第 1 季之後清倉的部位
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 CoCOM198,870$793.9 萬<0.1%歷史
CAGConagra Brands Inc.Stock259,959$693.3 萬<0.1%歷史
DFSDiscover Financial ServicesCOM38,467$656.6 萬<0.1%歷史
ENPHEnphase Energy, Inc.Stock56,064$347.9 萬<0.1%歷史
WLKWestlake CorpCOM24,498$245.1 萬<0.1%歷史
SPDR Ser Tr78468R655S&P KENSHO CLEAN13,005$65.5 萬<0.1%–
SPDR Series Trust78468R721STATE STREET SPD14,353$64.7 萬<0.1%–
KDKyndryl Holdings, Inc.Stock15,999$50.2 萬<0.1%歷史
AVTRAvantor, Inc.COM21,347$34.6 萬<0.1%歷史
CORTCorcept Therapeutics IncCOM2,532$28.9 萬<0.1%歷史
BMRNBiomarin Pharmaceutical IncCOM4,069$28.8 萬<0.1%歷史
Barrick Gold Corp067901108COM14,237$27.7 萬<0.1%–
KNSLKinsale Capital Group, Inc.Stock520$25.3 萬<0.1%歷史
iShares Tr464288752US HOME CONS ETF2,592$24.7 萬<0.1%–
SoFi Select 500 ETF886364173ETF2,362$24.1 萬<0.1%–
iShares Tr46435G532MSCI GBL SUS DEV3,200$23.2 萬<0.1%–
TECHBIO-TECHNE CorpCOM3,933$23.1 萬<0.1%歷史
WSOWatsco IncCOM445$22.6 萬<0.1%歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF2,231$22.1 萬<0.1%–
iShares Tr46434V696CORE MSCI PAC3,521$21.9 萬<0.1%–
CHKPCheck Point Software Technologies LtdORD961$21.9 萬<0.1%歷史
Franklin Templeton ETF Tr35473P686FTSE TAIWAN4,752$20.5 萬<0.1%–
LYFTLyft, Inc.CL A COM12,306$14.6 萬<0.1%歷史
WWWW International, Inc.COM27,952$1.46 萬<0.1%歷史