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 |
|---|---|---|---|---|---|---|---|
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 12,401 | $173.2 萬 | <0.1% | +220+1.8% | 加碼 | – |
| DDOGDatadog, Inc. | CL A COM | 12,214 | $173.9 萬 | <0.1% | +4,226+52.9% | 加碼 | 歷史 |
| VanEck Vectors ETF Tr92189H870 | ENERGY INCOME | 17,822 | $176.7 萬 | <0.1% | +1,141+6.8% | 加碼 | – |
| HPEHewlett Packard Enterprise Co | COM | 72,494 | $178.0 萬 | <0.1% | +2,518+3.6% | 加碼 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 9,309 | $179.8 萬 | <0.1% | −32−0.3% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 18,742 | $181.0 萬 | <0.1% | +608+3.4% | 加碼 | – |
| WRBBerkley W R Corp | COM | 23,935 | $183.4 萬 | <0.1% | +2,418+11.2% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 6,172 | $183.9 萬 | <0.1% | −19−0.3% | 減碼 | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 71,448 | $184.1 萬 | <0.1% | −2,579−3.5% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 13,372 | $184.9 萬 | <0.1% | −342−2.5% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 13,222 | $186.4 萬 | <0.1% | +1,765+15.4% | 加碼 | – |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 42,461 | $189.0 萬 | <0.1% | −943−2.2% | 減碼 | – |
| FDSFactset Research Systems Inc | Stock | 6,596 | $189.0 萬 | <0.1% | +3,634+122.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 24,370 | $189.2 萬 | <0.1% | +6,494+36.3% | 加碼 | – |
| REGRegency Centers Corp | COM | 26,366 | $192.2 萬 | <0.1% | −715−2.6% | 減碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 43,527 | $192.3 萬 | <0.1% | +13,296+44.0% | 加碼 | – |
| ETF Ser Solutions26922A297 | US VEGAN CLIMA | 32,539 | $193.5 萬 | <0.1% | +1,510+4.9% | 加碼 | – |
| MMacy's, Inc. | COM | 108,097 | $193.8 萬 | <0.1% | −2,357−2.1% | 減碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 23,810 | $194.1 萬 | <0.1% | +4,323+22.2% | 加碼 | 歷史 |
| IVZInvesco Ltd. | Stock | 85,723 | $196.6 萬 | <0.1% | +474+0.6% | 加碼 | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 20,327 | $201.3 萬 | <0.1% | +4,759+30.6% | 加碼 | – |
| FSLRFirst Solar, Inc. | Stock | 9,249 | $204.0 萬 | <0.1% | +662+7.7% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 16,839 | $204.5 萬 | <0.1% | −1,172−6.5% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 14,372 | $204.7 萬 | <0.1% | +181+1.3% | 加碼 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 15,505 | $205.0 萬 | <0.1% | −1,039−6.3% | 減碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 22,949 | $205.6 萬 | <0.1% | +2,346+11.4% | 加碼 | – |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 36,681 | $208.5 萬 | <0.1% | −2,827−7.2% | 減碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 43,958 | $209.4 萬 | <0.1% | +7,681+21.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 12,056 | $210.5 萬 | <0.1% | +1,559+14.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 46,613 | $210.7 萬 | <0.1% | +441+1.0% | 加碼 | – |
| CINFCincinnati Financial Corp | COM | 13,352 | $211.1 萬 | <0.1% | +1,996+17.6% | 加碼 | 歷史 |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 60,221 | $211.8 萬 | <0.1% | −1,671−2.7% | 減碼 | – |
| EFXEquifax Inc | COM | 8,263 | $212.0 萬 | <0.1% | +305+3.8% | 加碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 7,417 | $212.9 萬 | <0.1% | +167+2.3% | 加碼 | 歷史 |
| MOSMosaic Co | COM | 61,804 | $214.3 萬 | <0.1% | −297−0.5% | 減碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 43,193 | $215.2 萬 | <0.1% | +5,122+13.5% | 加碼 | – |
| iShares Tr464289479 | CORE LT USDB ETF | 42,719 | $215.7 萬 | <0.1% | −2,704−6.0% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 22,077 | $218.8 萬 | <0.1% | −4,768−17.8% | 減碼 | – |
| NVRNVR Inc | COM | 273 | $219.3 萬 | <0.1% | −4−1.4% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 37,091 | $219.6 萬 | <0.1% | +3,669+11.0% | 加碼 | – |
| DPZDominos Pizza Inc | COM | 5,100 | $220.2 萬 | <0.1% | −318−5.9% | 減碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 29,288 | $225.5 萬 | <0.1% | −2,867−8.9% | 減碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 140,845 | $228.6 萬 | <0.1% | −22,008−13.5% | 減碼 | 歷史 |
| VTRSViatris Inc | Stock | 230,905 | $228.6 萬 | <0.1% | −150,342−39.4% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 29,662 | $230.7 萬 | <0.1% | +2,083+7.6% | 加碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 10,622 | $231.5 萬 | <0.1% | +998+10.4% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 22,075 | $232.0 萬 | <0.1% | −832−3.6% | 減碼 | 歷史 |
| LEN.BLennar Corp | CL B | 19,881 | $238.6 萬 | <0.1% | −23,158−53.8% | 減碼 | 歷史 |
| EIXEdison International | Stock | 43,294 | $239.3 萬 | <0.1% | +10,141+30.6% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 30,543 | $239.4 萬 | <0.1% | −204−0.7% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 34,550 | $239.7 萬 | <0.1% | +3,242+10.4% | 加碼 | – |
| ZZillow Group, Inc. | CL C CAP STK | 31,169 | $240.2 萬 | <0.1% | −322−1.0% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 19,041 | $241.4 萬 | <0.1% | +20+0.1% | 加碼 | 歷史 |
| NWSANews Corp | CL A | 78,662 | $241.6 萬 | <0.1% | +11,669+17.4% | 加碼 | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 70,997 | $241.8 萬 | <0.1% | +70,997 | 新進 | 歷史 |
| PODDInsulet Corp | Stock | 7,878 | $243.2 萬 | <0.1% | +116+1.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 116,215 | $243.2 萬 | <0.1% | +9,353+8.8% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 27,998 | $244.5 萬 | <0.1% | +2,371+9.3% | 加碼 | – |
| TRGPTarga Resources Corp. | COM | 14,654 | $245.5 萬 | <0.1% | −5,237−26.3% | 減碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 13,960 | $246.8 萬 | <0.1% | +45+0.3% | 加碼 | – |
| SMCISuper Micro Computer, Inc. | Stock | 51,706 | $247.9 萬 | <0.1% | −2,870−5.3% | 減碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 22,849 | $248.4 萬 | <0.1% | +241+1.1% | 加碼 | – |
| ZSZscaler, Inc. | Stock | 8,297 | $248.6 萬 | <0.1% | +1,509+22.2% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 33,137 | $248.9 萬 | <0.1% | +5,133+18.3% | 加碼 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 5,736 | $249.8 萬 | <0.1% | +5,011+691.2% | 加碼 | – |
| APAAPA Corp | Stock | 103,136 | $250.4 萬 | <0.1% | −1,722−1.6% | 減碼 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 56,769 | $250.9 萬 | <0.1% | +6,502+12.9% | 加碼 | – |
| VLTOVeralto Corp | Stock | 23,679 | $252.4 萬 | <0.1% | +12,374+109.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 70,554 | $252.5 萬 | <0.1% | +4,531+6.9% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 49,931 | $253.3 萬 | <0.1% | +4,238+9.3% | 加碼 | – |
| ULTAUlta Beauty, Inc. | Stock | 4,639 | $253.6 萬 | <0.1% | +173+3.9% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 30,474 | $254.3 萬 | <0.1% | −32−0.1% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 14,551 | $254.5 萬 | <0.1% | +352+2.5% | 加碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 4,362 | $255.6 萬 | <0.1% | +1,847+73.4% | 加碼 | 歷史 |
| LVSLas Vegas Sands Corp | COM | 47,958 | $258.0 萬 | <0.1% | +29,769+163.7% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 21,786 | $258.1 萬 | <0.1% | +8,605+65.3% | 加碼 | 歷史 |
| TERTeradyne, Inc | Stock | 18,810 | $258.9 萬 | <0.1% | +1,803+10.6% | 加碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 13,771 | $260.2 萬 | <0.1% | +1,498+12.2% | 加碼 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 11,341 | $260.4 萬 | <0.1% | +471+4.3% | 加碼 | – |
| ASTSAST SpaceMobile, Inc. | COM CL A | 53,557 | $262.9 萬 | <0.1% | +2,917+5.8% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 9,159 | $264.6 萬 | <0.1% | −5,960−39.4% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,384 | $268.3 萬 | <0.1% | −585−6.5% | 減碼 | – |
| HPQHP Inc | Stock | 98,577 | $268.4 萬 | <0.1% | +17,681+21.9% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 30,821 | $268.8 萬 | <0.1% | +2,811+10.0% | 加碼 | – |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 94,197 | $268.8 萬 | <0.1% | −3,705−3.8% | 減碼 | – |
| TXTTextron Inc | COM | 31,863 | $269.2 萬 | <0.1% | −344−1.1% | 減碼 | 歷史 |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 31,128 | $270.2 萬 | <0.1% | +2,907+10.3% | 加碼 | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 39,742 | $270.7 萬 | <0.1% | +11,050+38.5% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 38,423 | $272.2 萬 | <0.1% | +3,128+8.9% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 37,506 | $272.9 萬 | <0.1% | +31,728+549.1% | 加碼 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 42,275 | $273.6 萬 | <0.1% | +18,618+78.7% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 21,370 | $274.3 萬 | <0.1% | +3,546+19.9% | 加碼 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 62,683 | $274.4 萬 | <0.1% | +977+1.6% | 加碼 | – |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 101,614 | $278.1 萬 | <0.1% | +11,085+12.2% | 加碼 | – |
| VRSNVerisign Inc | COM | 10,206 | $285.3 萬 | <0.1% | −429−4.0% | 減碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 13,793 | $288.6 萬 | <0.1% | +2,123+18.2% | 加碼 | – |
| ROKRockwell Automation, Inc | Stock | 8,293 | $289.9 萬 | <0.1% | +676+8.9% | 加碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 14,204 | $290.4 萬 | <0.1% | +43+0.3% | 加碼 | 歷史 |
| BURLBurlington Stores, Inc. | COM | 11,491 | $292.4 萬 | <0.1% | −1,020−8.2% | 減碼 | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 32,917 | $293.1 萬 | <0.1% | +2,484+8.2% | 加碼 | – |
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 |