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 |
|---|---|---|---|---|---|---|---|
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 51,687 | $293.6 萬 | <0.1% | +3,292+6.8% | 加碼 | – |
| SHOPShopify Inc. | Stock | 19,759 | $293.6 萬 | <0.1% | −150−0.8% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 36,247 | $299.5 萬 | <0.1% | +951+2.7% | 加碼 | 歷史 |
| Alps Clean Energy ETF00162Q460 | ETF | 94,434 | $301.6 萬 | <0.1% | −2,488−2.6% | 減碼 | – |
| EQTEQT Corp | Stock | 55,674 | $303.0 萬 | <0.1% | +10,664+23.7% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 17,561 | $303.1 萬 | <0.1% | +5,021+40.0% | 加碼 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 17,487 | $305.3 萬 | <0.1% | +835+5.0% | 加碼 | – |
| TGTTarget Corp | Stock | 34,153 | $306.4 萬 | <0.1% | −43,545−56.0% | 減碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 22,904 | $308.3 萬 | <0.1% | +6,890+43.0% | 加碼 | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 13,640 | $309.5 萬 | <0.1% | +458+3.5% | 加碼 | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 104,968 | $312.1 萬 | <0.1% | +57,497+121.1% | 加碼 | – |
| SRESempra | Stock | 34,837 | $313.5 萬 | <0.1% | +2,977+9.3% | 加碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 25,656 | $314.5 萬 | <0.1% | −15,963−38.4% | 減碼 | 歷史 |
| KIMKimco Realty Corp | COM | 145,224 | $317.3 萬 | <0.1% | +354+0.2% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 26,522 | $318.4 萬 | <0.1% | +10,200+62.5% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 59,240 | $319.1 萬 | <0.1% | +2,511+4.4% | 加碼 | – |
| ARESAres Management Corp | CL A COM STK | 19,989 | $319.6 萬 | <0.1% | +2,880+16.8% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 41,033 | $319.6 萬 | <0.1% | +3,701+9.9% | 加碼 | 歷史 |
| iShares Tr464289446 | RUS TOP 200 ETF | 19,309 | $320.7 萬 | <0.1% | +536+2.9% | 加碼 | – |
| WDAYWorkday, Inc. | CL A | 13,341 | $321.2 萬 | <0.1% | +246+1.9% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 40,874 | $322.5 萬 | <0.1% | +5,781+16.5% | 加碼 | – |
| BXPBXP, Inc. | COM | 43,510 | $323.5 萬 | <0.1% | −1,601−3.5% | 減碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 63,206 | $323.8 萬 | <0.1% | +17,897+39.5% | 加碼 | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 64,130 | $324.7 萬 | <0.1% | −3,755−5.5% | 減碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 11,635 | $325.6 萬 | <0.1% | +321+2.8% | 加碼 | – |
| Global X Uranium ETF37954Y871 | ETF | 68,644 | $327.2 萬 | <0.1% | +17,587+34.4% | 加碼 | – |
| ZBRAZebra Technologies Corp | CL A | 11,055 | $328.5 萬 | <0.1% | −220−2.0% | 減碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 193,898 | $329.8 萬 | <0.1% | −8,395−4.1% | 減碼 | – |
| FOXFox Corp | CL B COM | 57,650 | $330.3 萬 | <0.1% | −11,046−16.1% | 減碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 36,179 | $330.8 萬 | <0.1% | +46+0.1% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 39,329 | $331.8 萬 | <0.1% | +2,353+6.4% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 23,502 | $334.0 萬 | <0.1% | +1,837+8.5% | 加碼 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 5,940 | $334.0 萬 | <0.1% | +1,325+28.7% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 49,569 | $334.6 萬 | <0.1% | +3,571+7.8% | 加碼 | – |
| GPCGenuine Parts Co | Stock | 24,148 | $334.7 萬 | <0.1% | −8,443−25.9% | 減碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 25,015 | $336.3 萬 | <0.1% | +900+3.7% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 7,282 | $337.7 萬 | <0.1% | −20.0% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 18,043 | $337.7 萬 | <0.1% | +4,713+35.4% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 38,288 | $338.7 萬 | <0.1% | +10,314+36.9% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 11,530 | $338.7 萬 | <0.1% | +2,326+25.3% | 加碼 | – |
| TRMBTrimble Inc. | COM | 41,639 | $340.0 萬 | <0.1% | +5,868+16.4% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 56,928 | $341.7 萬 | <0.1% | +9,084+19.0% | 加碼 | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 51,297 | $343.9 萬 | <0.1% | +12,824+33.3% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 13,312 | $345.6 萬 | <0.1% | +1,095+9.0% | 加碼 | – |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 15,570 | $349.7 萬 | <0.1% | −343−2.2% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 25,566 | $349.8 萬 | <0.1% | +9,612+60.2% | 加碼 | 歷史 |
| SUISun Communities Inc | COM | 27,828 | $359.0 萬 | <0.1% | +20,945+304.3% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 156,028 | $360.7 萬 | <0.1% | +6,047+4.0% | 加碼 | – |
| MLMMartin Marietta Materials Inc | COM | 5,755 | $362.7 萬 | <0.1% | +219+4.0% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 25,836 | $365.4 萬 | <0.1% | +2,496+10.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 37,410 | $365.9 萬 | <0.1% | −85−0.2% | 減碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 12,005 | $366.6 萬 | <0.1% | +750+6.7% | 加碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 26,148 | $368.1 萬 | <0.1% | −17,087−39.5% | 減碼 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 39,418 | $372.0 萬 | <0.1% | −4,717−10.7% | 減碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 42,018 | $373.0 萬 | <0.1% | +3,786+9.9% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 26,875 | $374.7 萬 | <0.1% | −2,847−9.6% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 71,422 | $378.8 萬 | <0.1% | +3,969+5.9% | 加碼 | – |
| RMDResmed Inc | COM | 13,839 | $378.8 萬 | <0.1% | +209+1.5% | 加碼 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 246,701 | $381.9 萬 | <0.1% | −748−0.3% | 減碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 38,743 | $382.0 萬 | <0.1% | +1,234+3.3% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 29,322 | $382.0 萬 | <0.1% | +2,291+8.5% | 加碼 | – |
| CTRACoterra Energy Inc. | Stock | 161,997 | $383.1 萬 | <0.1% | −48,215−22.9% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 4,936 | $386.6 萬 | <0.1% | +678+15.9% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 24,702 | $389.2 萬 | <0.1% | +1,530+6.6% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 109,711 | $389.6 萬 | <0.1% | +501+0.5% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 53,996 | $390.2 萬 | <0.1% | +9,065+20.2% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 147,962 | $390.9 萬 | <0.1% | +7,631+5.4% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 78,274 | $393.5 萬 | <0.1% | −6,676−7.9% | 減碼 | – |
| FICOFair Isaac Corp | COM | 2,651 | $396.7 萬 | <0.1% | −144−5.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 52,249 | $397.1 萬 | <0.1% | −392−0.7% | 減碼 | – |
| FTVFortive Corp | Stock | 81,514 | $399.3 萬 | <0.1% | +41,780+105.1% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 31,817 | $400.7 萬 | <0.1% | +11,394+55.8% | 加碼 | – |
| NUENucor Corp | COM | 29,635 | $401.3 萬 | <0.1% | −426−1.4% | 減碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 62,258 | $402.9 萬 | <0.1% | −6,229−9.1% | 減碼 | – |
| VMCVulcan Materials CO | COM | 13,145 | $404.4 萬 | <0.1% | +795+6.4% | 加碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 36,511 | $405.2 萬 | <0.1% | −2,867−7.3% | 減碼 | 歷史 |
| NINisource Inc. | COM | 94,391 | $408.7 萬 | <0.1% | −17,226−15.4% | 減碼 | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 67,662 | $409.3 萬 | <0.1% | −12,097−15.2% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 60,680 | $409.5 萬 | <0.1% | −18,960−23.8% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 29,514 | $410.7 萬 | <0.1% | +1,818+6.6% | 加碼 | – |
| DOVDOVER Corp | COM | 24,703 | $412.1 萬 | <0.1% | +90+0.4% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 7,357 | $417.4 萬 | <0.1% | +509+7.4% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 86,028 | $421.9 萬 | <0.1% | −18,159−17.4% | 減碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 25,980 | $424.5 萬 | <0.1% | +9,368+56.4% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 19,888 | $425.1 萬 | <0.1% | +5,690+40.1% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 86,127 | $426.0 萬 | <0.1% | −4,126−4.6% | 減碼 | – |
| CNPCenterpoint Energy Inc | COM | 110,210 | $427.6 萬 | <0.1% | +34,527+45.6% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 135,197 | $431.4 萬 | <0.1% | +28,347+26.5% | 加碼 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 46,355 | $432.0 萬 | <0.1% | +6,171+15.4% | 加碼 | – |
| CTSHCognizant Technology Solutions Corp | CL A | 64,433 | $432.2 萬 | <0.1% | +9,660+17.6% | 加碼 | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 31,122 | $434.9 萬 | <0.1% | +9,318+42.7% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 14,839 | $435.9 萬 | <0.1% | +2,404+19.3% | 加碼 | – |
| XYLXylem Inc. | COM | 29,603 | $436.6 萬 | <0.1% | +2,556+9.5% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 193,172 | $442.9 萬 | <0.1% | −6,921−3.5% | 減碼 | 歷史 |
| FOXAFox Corp | CL A COM | 71,586 | $451.4 萬 | <0.1% | +179+0.3% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 39,518 | $454.5 萬 | <0.1% | −2,414−5.8% | 減碼 | – |
| DGXQuest Diagnostics Inc | COM | 23,930 | $456.1 萬 | <0.1% | +480+2.0% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 16,769 | $457.3 萬 | <0.1% | −644−3.7% | 減碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 55,185 | $457.5 萬 | <0.1% | −9,414−14.6% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 19,544 | $465.5 萬 | <0.1% | +9,031+85.9% | 加碼 | 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 |