Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- 最新申報
- 2026/8/7
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/30 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 1,052
- 較 2025 年第 3 季 +45
- 總值
- $447.5 億
- 較 2025 年第 3 季 +$21.5 億 (+5.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AALAmerican Airlines Group Inc. | Stock | 17,590 | $27.0 萬 | <0.1% | −1,468−7.7% | 減碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 5,895 | $27.1 萬 | <0.1% | +2,236+61.1% | 加碼 | 歷史 |
| SPDR Ser Tr78468R655 | S&P KENSHO CLEAN | 3,036 | $27.2 萬 | <0.1% | +3,036 | 新進 | – |
| CRCLCircle Internet Group, Inc. | COM CL A | 3,428 | $27.2 萬 | <0.1% | +3,428 | 新進 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 1,366 | $27.2 萬 | <0.1% | +1,366 | 新進 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 1,903 | $27.4 萬 | <0.1% | +470+32.8% | 加碼 | 歷史 |
| Renaissance Cap Greenwich FD759937204 | IPO ETF | 6,006 | $27.4 萬 | <0.1% | +446+8.0% | 加碼 | – |
| COKECoca-Cola Consolidated, Inc. | COM | 1,796 | $27.5 萬 | <0.1% | +1,796 | 新進 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 1,345 | $27.6 萬 | <0.1% | +1,345 | 新進 | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 10,926 | $27.6 萬 | <0.1% | +908+9.1% | 加碼 | – |
| BGBunge Global SA | COM SHS | 3,098 | $27.6 萬 | <0.1% | +285+10.1% | 加碼 | 歷史 |
| UUUUEnergy Fuels Inc | COM NEW | 19,020 | $27.7 萬 | <0.1% | +1,114+6.2% | 加碼 | 歷史 |
| iShares Inc464286350 | MSCI AGR PRO ETF | 7,205 | $27.8 萬 | <0.1% | −49−0.7% | 減碼 | – |
| VanEck Vectors ETF Tr92189F866 | AFRICA INDEX ETF | 10,404 | $27.8 萬 | <0.1% | +1,083+11.6% | 加碼 | – |
| FIXComfort Systems USA Inc | COM | 299 | $27.9 萬 | <0.1% | +299 | 新進 | 歷史 |
| Franklin Templeton ETF Tr35473P835 | FTSE BRAZIL | 14,838 | $28.3 萬 | <0.1% | −6,595−30.8% | 減碼 | – |
| DAYDayforce, Inc. | COM | 4,131 | $28.6 萬 | <0.1% | +1,007+32.2% | 加碼 | 歷史 |
| AMCRAmcor plc | ORD | 34,435 | $28.7 萬 | <0.1% | +17,716+106.0% | 加碼 | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 9,749 | $28.8 萬 | <0.1% | +641+7.0% | 加碼 | – |
| RITMRithm Capital Corp. | REIT | 26,542 | $28.9 萬 | <0.1% | +3,130+13.4% | 加碼 | 歷史 |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 8,176 | $28.9 萬 | <0.1% | −834−9.3% | 減碼 | – |
| GHGuardant Health, Inc. | COM | 2,838 | $29.0 萬 | <0.1% | +2,838 | 新進 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 3,916 | $29.1 萬 | <0.1% | −197−4.8% | 減碼 | 歷史 |
| CALYCallaway Golf Co | COM | 24,943 | $29.1 萬 | <0.1% | −662−2.6% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,401 | $29.5 萬 | <0.1% | −408−22.6% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 10,961 | $29.5 萬 | <0.1% | −8,079−42.4% | 減碼 | – |
| AYIAcuity Inc. (DE) | Stock | 823 | $29.6 萬 | <0.1% | +823 | 新進 | 歷史 |
| DKNGDraftKings Inc. | Stock | 8,651 | $29.8 萬 | <0.1% | +1,065+14.0% | 加碼 | 歷史 |
| VanEck ETF Trust92189F452 | MORTGAGE REIT | 28,399 | $29.8 萬 | <0.1% | −13,744−32.6% | 減碼 | – |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 3,360 | $30.3 萬 | <0.1% | +4+0.1% | 加碼 | 歷史 |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 4,772 | $30.3 萬 | <0.1% | −876−15.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 2,498 | $30.4 萬 | <0.1% | +2,498 | 新進 | – |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 5,094 | $30.4 萬 | <0.1% | −475−8.5% | 減碼 | – |
| CACICACI International Inc | CL A | 574 | $30.6 萬 | <0.1% | −20−3.4% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 4,696 | $30.8 萬 | <0.1% | −243−4.9% | 減碼 | – |
| KGCKinross Gold Corp | COM | 10,992 | $31.0 萬 | <0.1% | +294+2.7% | 加碼 | 歷史 |
| AIZAssurant, Inc. | Stock | 1,301 | $31.3 萬 | <0.1% | +188+16.9% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 3,115 | $31.4 萬 | <0.1% | −52,866−94.4% | 減碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 12,070 | $31.5 萬 | <0.1% | −6,018−33.3% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 3,227 | $31.6 萬 | <0.1% | −77−2.3% | 減碼 | 歷史 |
| SOLVSolventum Corp | Stock | 4,027 | $31.9 萬 | <0.1% | +246+6.5% | 加碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 4,201 | $31.9 萬 | <0.1% | +38+0.9% | 加碼 | 歷史 |
| HASHasbro, Inc. | COM | 3,915 | $32.1 萬 | <0.1% | +607+18.3% | 加碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 8,412 | $32.1 萬 | <0.1% | −2,461−22.6% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 4,526 | $32.3 萬 | <0.1% | −199−4.2% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 13,023 | $32.5 萬 | <0.1% | +1,266+10.8% | 加碼 | – |
| WLTHWealthfront Corp | COM | 23,953 | $32.6 萬 | <0.1% | +23,953 | 新進 | 歷史 |
| iShares Tr46429B507 | MSCI IRELAND ETF | 4,470 | $32.9 萬 | <0.1% | −60−1.3% | 減碼 | – |
| EMNEastman Chemical Co | Stock | 5,156 | $32.9 萬 | <0.1% | −2,039−28.3% | 減碼 | 歷史 |
| NDSNNordson Corp | COM | 1,378 | $33.1 萬 | <0.1% | +161+13.2% | 加碼 | 歷史 |
| Listed FD Tr53656F417 | ROUNDHILL BALL | 17,895 | $33.6 萬 | <0.1% | −1,551−8.0% | 減碼 | – |
| LBRDKLiberty Broadband Corp | COM SER C | 6,918 | $33.6 萬 | <0.1% | −68,165−90.8% | 減碼 | 歷史 |
| TEMTempus AI, Inc. | CL A | 5,704 | $33.7 萬 | <0.1% | +5,704 | 新進 | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 5,309 | $33.9 萬 | <0.1% | −2,274−30.0% | 減碼 | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 5,271 | $34.2 萬 | <0.1% | −2,297−30.4% | 減碼 | – |
| NLYAnnaly Capital Management Inc | REIT | 15,290 | $34.2 萬 | <0.1% | +91+0.6% | 加碼 | 歷史 |
| CROXCrocs, Inc. | COM | 4,020 | $34.4 萬 | <0.1% | −80−2.0% | 減碼 | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 3,796 | $34.4 萬 | <0.1% | +3,796 | 新進 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 3,159 | $34.7 萬 | <0.1% | +3,159 | 新進 | – |
| UPSTUpstart Holdings, Inc. | COM | 8,032 | $35.1 萬 | <0.1% | +2,329+40.8% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 727 | $35.3 萬 | <0.1% | +243+50.2% | 加碼 | 歷史 |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 12,920 | $35.5 萬 | <0.1% | +2,928+29.3% | 加碼 | – |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 31,047 | $35.6 萬 | <0.1% | +13,436+76.3% | 加碼 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 3,625 | $35.7 萬 | <0.1% | −2,304−38.9% | 減碼 | – |
| OBDCBlue Owl Capital Corp | COM | 28,890 | $35.9 萬 | <0.1% | −75−0.3% | 減碼 | 歷史 |
| UDRUDR, Inc. | COM | 9,815 | $36.0 萬 | <0.1% | −118−1.2% | 減碼 | 歷史 |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 7,419 | $36.0 萬 | <0.1% | +7,419 | 新進 | 歷史 |
| LCIDLucid Group, Inc. | Stock | 34,200 | $36.1 萬 | <0.1% | +7,206+26.7% | 加碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 3,742 | $36.2 萬 | <0.1% | +833+28.6% | 加碼 | 歷史 |
| EXEExpand Energy Corp | COM | 3,284 | $36.2 萬 | <0.1% | +1,245+61.1% | 加碼 | 歷史 |
| iShares Tr46429B200 | CHINA SM-CAP ETF | 11,098 | $36.4 萬 | <0.1% | +2,704+32.2% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,952 | $36.4 萬 | <0.1% | +1,028+53.4% | 加碼 | – |
| LEN.BLennar Corp | CL B | 3,895 | $37.0 萬 | <0.1% | −15,986−80.4% | 減碼 | 歷史 |
| AESAES Corp | Stock | 26,134 | $37.5 萬 | <0.1% | +5,257+25.2% | 加碼 | 歷史 |
| SWSmurfit Westrock plc | Stock | 9,744 | $37.7 萬 | <0.1% | +2,650+37.4% | 加碼 | 歷史 |
| BWABorgwarner Inc | COM | 8,370 | $37.7 萬 | <0.1% | +6+0.1% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 775 | $37.8 萬 | <0.1% | −14−1.8% | 減碼 | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 5,199 | $37.8 萬 | <0.1% | +360+7.4% | 加碼 | – |
| BBAIBigBear.ai Holdings, Inc. | COM | 70,282 | $38.0 萬 | <0.1% | +19,369+38.0% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P678 | FTSE UNTD KGDM | 11,406 | $38.5 萬 | <0.1% | +40.0% | 加碼 | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 9,085 | $38.6 萬 | <0.1% | −3,808−29.5% | 減碼 | – |
| INVHInvitation Homes Inc. | COM | 13,906 | $38.6 萬 | <0.1% | +6,555+89.2% | 加碼 | 歷史 |
| Global X FDS37954Y657 | US PFD ETF | 20,538 | $38.8 萬 | <0.1% | +4,289+26.4% | 加碼 | – |
| iShares Inc464286640 | MSCI CHILE ETF | 9,624 | $38.9 萬 | <0.1% | +756+8.5% | 加碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 4,543 | $39.2 萬 | <0.1% | +1,130+33.1% | 加碼 | – |
| iShares Inc464286772 | MSCI STH KOR ETF | 4,061 | $39.5 萬 | <0.1% | +4,061 | 新進 | – |
| PDDPDD Holdings Inc. | SPONSORED ADS | 3,482 | $39.5 萬 | <0.1% | +3,482 | 新進 | 歷史 |
| CPTCamden Property Trust | REIT | 3,605 | $39.7 萬 | <0.1% | +886+32.6% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,897 | $40.2 萬 | <0.1% | +651+52.2% | 加碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 10,313 | $40.2 萬 | <0.1% | +153+1.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 8,209 | $40.3 萬 | <0.1% | +1,307+18.9% | 加碼 | – |
| MRNAModerna, Inc. | Stock | 13,736 | $40.5 萬 | <0.1% | −3,712−21.3% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,254 | $40.9 萬 | <0.1% | −25−0.6% | 減碼 | – |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 5,384 | $40.9 萬 | <0.1% | +873+19.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E529 | NY AMT FRE MUN | 18,360 | $41.0 萬 | <0.1% | −309−1.7% | 減碼 | – |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 6,835 | $41.5 萬 | <0.1% | +287+4.4% | 加碼 | – |
| ENBEnbridge Inc | Stock | 8,714 | $41.7 萬 | <0.1% | +85+1.0% | 加碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 8,425 | $42.1 萬 | <0.1% | −1,019−10.8% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,586 | $42.2 萬 | <0.1% | +4,586 | 新進 | 歷史 |
| SPDR Series Trust78464A789 | ST STR SP INS | 7,121 | $42.8 萬 | <0.1% | −296−4.0% | 減碼 | – |
2025 年第 3 季之後清倉（25 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KKellanova | Stock | 107,946 | $885.4 萬 | <0.1% | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 56,614 | $471.8 萬 | <0.1% | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 36,299 | $101.3 萬 | <0.1% | 歷史 |
| CECelanese Corp | Stock | 16,355 | $68.8 萬 | <0.1% | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 213,665 | $37.0 萬 | <0.1% | 歷史 |
| LYFTLyft, Inc. | CL A COM | 16,764 | $36.9 萬 | <0.1% | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 5,577 | $32.4 萬 | <0.1% | 歷史 |
| Siren Nexgen Economy ETF829658202 | ETF | 10,401 | $28.8 萬 | <0.1% | – |
| iShares Inc464286509 | MSCI CDA ETF | 5,288 | $26.7 萬 | <0.1% | – |
| CAKECheesecake Factory Inc | COM | 4,313 | $23.6 萬 | <0.1% | 歷史 |
| EQHEquitable Holdings, Inc. | COM | 4,295 | $21.8 萬 | <0.1% | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 2,708 | $21.7 萬 | <0.1% | – |
| MTCHMatch Group, Inc. | COM | 5,978 | $21.1 萬 | <0.1% | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 1,940 | $21.1 萬 | <0.1% | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 1,011 | $20.5 萬 | <0.1% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 986 | $20.5 萬 | <0.1% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 987 | $20.4 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 4,412 | $20.1 萬 | <0.1% | – |
| MAINMain Street Capital CORP | CEF | 3,159 | $20.1 萬 | <0.1% | 歷史 |
| DNUTKrispy Kreme, Inc. | COM | 18,692 | $7.23 萬 | <0.1% | 歷史 |
| AURAurora Innovation, Inc. | CLASS A COM | 10,964 | $5.91 萬 | <0.1% | 歷史 |
| CLOVClover Health Investments, Corp. | COM CL A | 15,140 | $4.63 萬 | <0.1% | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 15,492 | $3.36 萬 | <0.1% | 歷史 |
| IBRXImmunityBio, Inc. | COM | 11,249 | $2.77 萬 | <0.1% | 歷史 |
| LAZRQLuminar Technologies, Inc. | COM NEW CL A | 11,357 | $2.17 萬 | <0.1% | 歷史 |