Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- 最新申報
- 2026/8/7
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/5 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 1,076
- 較 2025 年第 4 季 +24
- 總值
- $455.6 億
- 較 2025 年第 4 季 +$8.16 億 (+1.8%)
| 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 | 17,969,445 | $57.6 億 | 12.7% | −55,838−0.3% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 57,686,964 | $37.0 億 | 8.1% | −998,618−1.7% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 116,338,040 | $28.8 億 | 6.3% | +4,858,558+4.4% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 40,686,196 | $28.4 億 | 6.2% | +1,790,462+4.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 45,921,666 | $24.8 億 | 5.4% | −1,479,419−3.1% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 14,373,487 | $20.5 億 | 4.5% | +2,761,411+23.8% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,997,146 | $19.3 億 | 4.2% | −882,045−8.9% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 52,556,138 | $13.2 億 | 2.9% | −1,008,153−1.9% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 24,913,759 | $12.4 億 | 2.7% | +760,249+3.1% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 17,425,702 | $12.2 億 | 2.7% | +3,494,469+25.1% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10,734,837 | $11.7 億 | 2.6% | −216,717−2.0% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 34,244,939 | $9.11 億 | 2.0% | −288,194−0.8% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 10,070,180 | $8.93 億 | 2.0% | +30,853+0.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 4,363,766 | $7.61 億 | 1.7% | +76,404+1.8% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,318,175 | $6.83 億 | 1.5% | −76,921−2.3% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,762,049 | $5.60 億 | 1.2% | +1,251,320+22.7% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 861,151 | $5.15 億 | 1.1% | +49,121+6.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,442,764 | $4.72 億 | 1.0% | −457,491−9.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,696,661 | $4.44 億 | 1.0% | +128,686+8.2% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 17,410,759 | $4.16 億 | 0.9% | −1,024,382−5.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 1,586,612 | $4.03 億 | 0.9% | +9,944+0.6% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 12,807,842 | $3.93 億 | 0.9% | −79,615−0.6% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,646,197 | $3.74 億 | 0.8% | +54,889+2.1% | 加碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 6,199,721 | $3.53 億 | 0.8% | +1,089,990+21.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 784,119 | $2.90 億 | 0.6% | −60,247−7.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,230,756 | $2.56 億 | 0.6% | +35,392+3.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 846,668 | $2.43 億 | 0.5% | +41,453+5.1% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,855,031 | $2.43 億 | 0.5% | +1,221,608+33.6% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,048,039 | $2.26 億 | 0.5% | +430,574+26.6% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 738,555 | $2.21 億 | 0.5% | +20,753+2.9% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,790,108 | $2.01 億 | 0.4% | +214,530+13.6% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 635,173 | $1.97 億 | 0.4% | +22,652+3.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 336,576 | $1.93 億 | 0.4% | +1,925+0.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 629,806 | $1.81 億 | 0.4% | +30,735+5.1% | 加碼 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 2,648,379 | $1.74 億 | 0.4% | −70,240−2.6% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 5,319,203 | $1.64 億 | 0.4% | +384,144+7.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 244,508 | $1.59 億 | 0.3% | −2,207−0.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 422,436 | $1.57 億 | 0.3% | +13,891+3.4% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,483,501 | $1.52 億 | 0.3% | +28,935+1.2% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 807,650 | $1.40 億 | 0.3% | −27,980−3.3% | 減碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 5,365,286 | $1.34 億 | 0.3% | +1,703,692+46.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,733,719 | $1.28 億 | 0.3% | −19,939−1.1% | 減碼 | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 4,563,379 | $1.16 億 | 0.3% | −185,349−3.9% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,208,522 | $1.16 億 | 0.3% | −38,766−3.1% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 2,504,524 | $1.14 億 | 0.2% | −63,548−2.5% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 369,745 | $1.09 億 | 0.2% | +9,967+2.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 117,458 | $1.08 億 | 0.2% | +2,178+1.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 180,262 | $1.04 億 | 0.2% | −4,494−2.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 215,691 | $1.03 億 | 0.2% | +8,718+4.2% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 992,541 | $9,991 萬 | 0.2% | +116,781+13.3% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 911,484 | $9,132 萬 | 0.2% | −407,914−30.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 500,455 | $8,491 萬 | 0.2% | +37,414+8.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 345,011 | $8,433 萬 | 0.2% | +17,469+5.3% | 加碼 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 3,630,036 | $8,399 萬 | 0.2% | −58,955−1.6% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,014,778 | $8,379 萬 | 0.2% | +267,633+35.8% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 564,361 | $8,255 萬 | 0.2% | +13,420+2.4% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 1,931,911 | $8,174 萬 | 0.2% | −881,190−31.3% | 減碼 | – |
| WMTWalmart Inc. | Stock | 641,515 | $7,973 萬 | 0.2% | +50,722+8.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 797,815 | $7,671 萬 | 0.2% | +32,246+4.2% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 2,978,594 | $7,229 萬 | 0.2% | −1,098,731−26.9% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 66,236 | $6,600 萬 | 0.1% | +7,914+13.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 320,629 | $6,523 萬 | 0.1% | +25,531+8.7% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 259,607 | $6,169 萬 | 0.1% | +47,597+22.5% | 加碼 | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 1,637,618 | $5,913 萬 | 0.1% | +233,335+16.6% | 加碼 | – |
| VVisa Inc. | Stock | 195,150 | $5,898 萬 | 0.1% | +3,850+2.0% | 加碼 | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 689,936 | $5,858 萬 | 0.1% | +1,111+0.2% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 1,460,531 | $5,611 萬 | 0.1% | +344,030+30.8% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 164,821 | $5,568 萬 | 0.1% | +44,526+37.0% | 加碼 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 1,535,538 | $5,553 萬 | 0.1% | +300,598+24.3% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 125,903 | $5,417 萬 | 0.1% | −3,736−2.9% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 108,039 | $5,398 萬 | 0.1% | +1,366+1.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 74,764 | $5,297 萬 | 0.1% | +4,414+6.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 239,405 | $4,953 萬 | 0.1% | +36,275+17.9% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 608,493 | $4,692 萬 | 0.1% | +120,863+24.8% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 129,164 | $4,605 萬 | 0.1% | +13,859+12.0% | 加碼 | – |
| BACBank of America Corp | Stock | 927,086 | $4,520 萬 | 0.1% | −8,715−0.9% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 158,018 | $4,484 萬 | 0.1% | +3,194+2.1% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 102,325 | $4,469 萬 | 0.1% | −2,848−2.7% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 130,582 | $4,463 萬 | 0.1% | +18,110+16.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 52,333 | $4,427 萬 | 0.1% | +2,607+5.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 1,524,157 | $4,419 萬 | 0.1% | +122,558+8.7% | 加碼 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 1,186,924 | $4,373 萬 | 0.1% | −217,209−15.5% | 減碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 458,522 | $4,250 萬 | 0.1% | +104,667+29.6% | 加碼 | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 185,979 | $4,068 萬 | 0.1% | +33,401+21.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 260,715 | $4,049 萬 | 0.1% | +19,505+8.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 122,119 | $4,016 萬 | 0.1% | +5,773+5.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 182,934 | $3,979 萬 | 0.1% | +2,931+1.6% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 186,183 | $3,978 萬 | 0.1% | +34,811+23.0% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 98,371 | $3,772 萬 | 0.1% | +4,567+4.9% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 311,279 | $3,744 萬 | 0.1% | +54,035+21.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 249,968 | $3,611 萬 | 0.1% | +4,099+1.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 464,919 | $3,536 萬 | 0.1% | +13,167+2.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 452,493 | $3,511 萬 | 0.1% | +34,581+8.3% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 39,606 | $3,457 萬 | 0.1% | +3,178+8.7% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 244,488 | $3,407 萬 | 0.1% | +6,420+2.7% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 422,133 | $3,361 萬 | 0.1% | −15,799−3.6% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 667,727 | $3,352 萬 | 0.1% | +48,463+7.8% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 199,970 | $3,306 萬 | 0.1% | +6,827+3.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 223,079 | $3,282 萬 | 0.1% | +6,436+3.0% | 加碼 | 歷史 |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 888,758 | $3,265 萬 | 0.1% | +64,985+7.9% | 加碼 | – |
2025 年第 4 季之後清倉（32 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WMGWarner Music Group Corp. | COM CL A | 62,811 | $192.6 萬 | <0.1% | 歷史 |
| CMAComerica Inc | COM | 15,580 | $135.4 萬 | <0.1% | 歷史 |
| BAXBaxter International Inc | Stock | 33,171 | $63.4 萬 | <0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 4,680 | $47.5 萬 | <0.1% | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 21,452 | $44.0 萬 | <0.1% | 歷史 |
| LEN.BLennar Corp | CL B | 3,895 | $37.0 萬 | <0.1% | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 8,032 | $35.1 萬 | <0.1% | 歷史 |
| CROXCrocs, Inc. | COM | 4,020 | $34.4 萬 | <0.1% | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 6,918 | $33.6 萬 | <0.1% | 歷史 |
| BSYBentley Systems Inc | COM CL B | 8,412 | $32.1 萬 | <0.1% | 歷史 |
| AMCRAmcor plc | ORD | 34,435 | $28.7 萬 | <0.1% | 歷史 |
| DAYDayforce, Inc. | COM | 4,131 | $28.6 萬 | <0.1% | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 1,345 | $27.6 萬 | <0.1% | 歷史 |
| CRCLCircle Internet Group, Inc. | COM CL A | 3,428 | $27.2 萬 | <0.1% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 2,500 | $25.7 萬 | <0.1% | 歷史 |
| FUBOFuboTV Inc. | COM | 93,519 | $23.6 萬 | <0.1% | 歷史 |
| MANHManhattan Associates Inc | Stock | 1,351 | $23.4 萬 | <0.1% | 歷史 |
| RUNSunrun Inc. | COM | 12,365 | $22.8 萬 | <0.1% | 歷史 |
| SPDR Index Shs FDS78470E106 | ST STR MSCI EAFE | 4,387 | $22.1 萬 | <0.1% | – |
| iShares Inc464286582 | MSCI JAPN SMCETF | 2,405 | $22.1 萬 | <0.1% | – |
| CFLTConfluent, Inc. | CLASS A COM | 7,190 | $21.7 萬 | <0.1% | 歷史 |
| Listed FD Tr53656F789 | ROUNDHILL SPORTS | 9,893 | $20.8 萬 | <0.1% | – |
| ANAutonation, Inc. | COM | 1,000 | $20.6 萬 | <0.1% | 歷史 |
| VanEck Vectors ETF Tr92189H839 | SOCIAL SENTIMENT | 6,266 | $20.4 萬 | <0.1% | – |
| SGISomnigroup International Inc. | COM | 2,249 | $20.1 萬 | <0.1% | 歷史 |
| POOLPool Corp | COM | 876 | $20.0 萬 | <0.1% | 歷史 |
| CLSKCleanspark, Inc. | COM NEW | 18,994 | $19.2 萬 | <0.1% | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 131,429 | $10.8 萬 | <0.1% | 歷史 |
| UAAUnder Armour, Inc. | Stock | 19,488 | $9.69 萬 | <0.1% | 歷史 |
| TET1 Energy Inc. | COM NEW | 12,350 | $8.25 萬 | <0.1% | 歷史 |
| BZAIBlaize Holdings, Inc. | COM | 10,326 | $2.01 萬 | <0.1% | 歷史 |
| DVLTDatavault AI Inc. | COM SHS | 15,944 | $1.04 萬 | <0.1% | 歷史 |