Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- 最新申報
- 2026/8/7
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/6 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 1,007
- 較 2025 年第 2 季 +44
- 總值
- $426.0 億
- 較 2025 年第 2 季 +$37.7 億 (+9.7%)
| 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 | 17,862,011 | $58.6 億 | 13.8% | +666,450+3.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 58,309,968 | $34.9 億 | 8.2% | +1,755,210+3.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 47,270,138 | $25.6 億 | 6.0% | +1,790,766+3.9% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 109,982,417 | $25.6 億 | 6.0% | +290,693+0.3% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 37,636,978 | $24.8 億 | 5.8% | −712,319−1.9% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,592,106 | $20.7 億 | 4.9% | +502,464+5.5% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,556,052 | $15.4 億 | 3.6% | −10,812−0.1% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 55,097,987 | $14.2 億 | 3.3% | −1,262,961−2.2% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10,119,085 | $11.3 億 | 2.6% | +864,969+9.3% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 22,264,110 | $11.1 億 | 2.6% | +1,347,394+6.4% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 35,688,247 | $9.62 億 | 2.3% | +3,718,170+11.6% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 13,302,891 | $9.06 億 | 2.1% | +5,8420.0% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 9,343,853 | $8.54 億 | 2.0% | +565,655+6.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 4,227,845 | $7.89 億 | 1.9% | +72,966+1.8% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,409,687 | $7.14 億 | 1.7% | +126,083+3.8% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,039,020 | $5.37 億 | 1.3% | −356,865−6.6% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 790,082 | $4.84 億 | 1.1% | +27,247+3.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 18,905,818 | $4.52 億 | 1.1% | +13,733,922+265.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 823,618 | $4.27 億 | 1.0% | +20,462+2.5% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,061,712 | $4.26 億 | 1.0% | +189,986+3.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,497,626 | $3.81 億 | 0.9% | +29,771+2.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 1,474,557 | $3.75 億 | 0.9% | +94,813+6.9% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,500,888 | $3.64 億 | 0.9% | +158,474+6.8% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 13,168,861 | $3.60 億 | 0.8% | −284,685−2.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 1,145,151 | $2.51 億 | 0.6% | +42,707+3.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 319,431 | $2.35 億 | 0.6% | +5,654+1.8% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 741,764 | $2.28 億 | 0.5% | −45,447−5.8% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 3,958,355 | $2.26 億 | 0.5% | −4,689,842−54.2% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 1,960,677 | $2.17 億 | 0.5% | +177,915+10.0% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,152,276 | $2.05 億 | 0.5% | −107,843−4.8% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 582,654 | $1.92 億 | 0.5% | +21,207+3.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 747,609 | $1.82 億 | 0.4% | +47,767+6.8% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 1,497,736 | $1.77 億 | 0.4% | −24,187−1.6% | 減碼 | – |
| TSLATesla, Inc. | Stock | 394,126 | $1.75 億 | 0.4% | +14,864+3.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 239,714 | $1.60 億 | 0.4% | +12,969+5.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 565,657 | $1.38 億 | 0.3% | +24,624+4.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 226,865 | $1.36 億 | 0.3% | +19,483+9.4% | 加碼 | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 4,936,415 | $1.26 億 | 0.3% | −222,674−4.3% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 4,086,722 | $1.26 億 | 0.3% | +731,074+21.8% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,668,530 | $1.24 億 | 0.3% | +146,011+9.6% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 2,630,137 | $1.14 億 | 0.3% | +290,333+12.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 357,899 | $1.13 億 | 0.3% | +6,415+1.8% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 1,223,195 | $1.09 億 | 0.3% | +8,700+0.7% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,169,041 | $1.09 億 | 0.3% | +47,758+4.3% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 2,497,409 | $1.08 億 | 0.3% | +76,465+3.2% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 852,877 | $1.07 億 | 0.3% | −29,685−3.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 201,861 | $1.01 億 | 0.2% | +3,866+2.0% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 552,907 | $1.01 億 | 0.2% | +8,072+1.5% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 3,787,747 | $9,242 萬 | 0.2% | +202,970+5.7% | 加碼 | – |
| NFLXNetflix Inc | Stock | 76,424 | $9,163 萬 | 0.2% | +907+1.2% | 加碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 3,366,784 | $8,619 萬 | 0.2% | −113,042−3.2% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 110,618 | $8,440 萬 | 0.2% | +4,906+4.6% | 加碼 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 3,313,443 | $7,806 萬 | 0.2% | +272,969+9.0% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 702,224 | $7,038 萬 | 0.2% | −9,640−1.4% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 805,718 | $6,684 萬 | 0.2% | −72,926−8.3% | 減碼 | – |
| VVisa Inc. | Stock | 191,969 | $6,553 萬 | 0.2% | −1,853−1.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 213,450 | $6,003 萬 | 0.1% | +17,997+9.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 105,484 | $6,000 萬 | 0.1% | +3,634+3.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 571,956 | $5,895 萬 | 0.1% | +15,262+2.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 314,087 | $5,824 萬 | 0.1% | +27,625+9.6% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 163,591 | $5,815 萬 | 0.1% | +40,511+32.9% | 加碼 | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 647,842 | $5,774 萬 | 0.1% | −3,380−0.5% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 58,059 | $5,374 萬 | 0.1% | −3,849−6.2% | 減碼 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 1,376,561 | $5,201 萬 | 0.1% | +150,891+12.3% | 加碼 | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 1,381,205 | $5,196 萬 | 0.1% | +36,844+2.7% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 501,698 | $5,052 萬 | 0.1% | +27,267+5.7% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 777,231 | $5,052 萬 | 0.1% | +105,646+15.7% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 103,454 | $4,962 萬 | 0.1% | +6,039+6.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 430,572 | $4,855 萬 | 0.1% | −5,659−1.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 119,136 | $4,827 萬 | 0.1% | +10,325+9.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 915,619 | $4,724 萬 | 0.1% | +7,616+0.8% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 154,003 | $4,633 萬 | 0.1% | +2,167+1.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 273,232 | $4,421 萬 | 0.1% | +6,743+2.5% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 113,071 | $4,133 萬 | 0.1% | −3,370−2.9% | 減碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 1,103,643 | $4,096 萬 | 0.1% | −42,947−3.7% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 175,400 | $4,061 萬 | 0.1% | +14,845+9.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 1,411,031 | $3,985 萬 | 0.1% | +66,448+4.9% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 48,681 | $3,877 萬 | 0.1% | +780+1.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 250,813 | $3,854 萬 | 0.1% | +33,066+15.2% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 732,614 | $3,709 萬 | 0.1% | −13,930−1.9% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 429,018 | $3,596 萬 | 0.1% | +13,515+3.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 125,746 | $3,548 萬 | 0.1% | −3,509−2.7% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 210,582 | $3,416 萬 | 0.1% | +520.0% | 加碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 373,430 | $3,352 萬 | 0.1% | −23,477−5.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 212,860 | $3,306 萬 | 0.1% | +56,544+36.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 114,708 | $3,233 萬 | 0.1% | +6,332+5.8% | 加碼 | – |
| CATCaterpillar Inc | Stock | 66,260 | $3,162 萬 | 0.1% | +1,561+2.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 90,587 | $3,128 萬 | 0.1% | +27,941+44.6% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 315,665 | $3,093 萬 | 0.1% | +9,335+3.0% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 91,510 | $2,987 萬 | 0.1% | +4,433+5.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 210,309 | $2,954 萬 | 0.1% | +60,911+40.8% | 加碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 517,741 | $2,944 萬 | 0.1% | +112,609+27.8% | 加碼 | – |
| INTUIntuit Inc. | Stock | 42,462 | $2,900 萬 | 0.1% | −40−0.1% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 394,007 | $2,894 萬 | 0.1% | +97,098+32.7% | 加碼 | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 797,834 | $2,847 萬 | 0.1% | −20,826−2.5% | 減碼 | – |
| AXPAmerican Express Co | Stock | 83,170 | $2,763 萬 | 0.1% | +2,112+2.6% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 349,620 | $2,730 萬 | 0.1% | −6,047−1.7% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 29,414 | $2,707 萬 | 0.1% | −724−2.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 610,238 | $2,682 萬 | 0.1% | +77,991+14.7% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 235,844 | $2,618 萬 | 0.1% | −13,010−5.2% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（20 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WBAWalgreens Boots Alliance, Inc. | COM | 723,391 | $830.5 萬 | <0.1% | 歷史 |
| HESHess Corp | Stock | 54,054 | $748.9 萬 | <0.1% | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 202,283 | $728.8 萬 | <0.1% | 歷史 |
| BF.ABrown Forman Corp | CL A | 195,406 | $536.8 萬 | <0.1% | 歷史 |
| ANSSAnsys Inc | COM | 13,735 | $482.4 萬 | <0.1% | 歷史 |
| KMXCarMax Inc | COM | 14,524 | $97.6 萬 | <0.1% | 歷史 |
| ALGNAlign Technology Inc | COM | 4,588 | $86.9 萬 | <0.1% | 歷史 |
| RALRalliant Corp | Stock | 13,198 | $64.0 萬 | <0.1% | 歷史 |
| iShares Tr46434V282 | U S EQUITY FACTR | 6,934 | $44.5 萬 | <0.1% | – |
| iShares Tips Bond ETF464287176 | ETF | 3,222 | $35.5 萬 | <0.1% | – |
| JNPRJuniper Networks Inc | COM | 8,713 | $34.8 萬 | <0.1% | 歷史 |
| CAVACava Group, Inc. | COM | 3,685 | $31.0 萬 | <0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 3,983 | $31.0 萬 | <0.1% | 歷史 |
| Paramount Global92556H206 | CL B | 18,745 | $24.2 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 2,430 | $22.1 萬 | <0.1% | – |
| JBLUJetBlue Airways Corp | COM | 28,570 | $12.1 萬 | <0.1% | 歷史 |
| STLAStellantis N.V. | SHS | 10,110 | $10.1 萬 | <0.1% | 歷史 |
| BBBLACKBERRY Ltd | COM | 11,423 | $5.23 萬 | <0.1% | 歷史 |
| CHPTChargePoint Holdings, Inc. | COM CL A | 22,875 | $1.61 萬 | <0.1% | 歷史 |
| WOLFWolfspeed, Inc. | Stock | 20,495 | $8,173 | <0.1% | 歷史 |