Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- 最新申報
- 2026/8/7
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 1,119
- 較 2026 年第 1 季 +43
- 總值
- $520.4 億
- 較 2026 年第 1 季 +$64.8 億 (+14.2%)
| 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 | 18,297,773 | $67.7 億 | 13.0% | +328,328+1.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 58,220,511 | $41.5 億 | 8.0% | +533,547+0.9% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 40,620,373 | $33.6 億 | 6.5% | −65,823−0.2% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 116,784,490 | $32.3 億 | 6.2% | +446,450+0.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 46,521,161 | $27.8 億 | 5.3% | +599,495+1.3% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 14,987,349 | $24.6 億 | 4.7% | +613,862+4.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,471,819 | $22.4 億 | 4.3% | +474,673+5.3% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 51,435,009 | $14.9 億 | 2.9% | −1,121,129−2.1% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 12,435,413 | $13.6 億 | 2.6% | +1,700,576+15.8% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 17,739,616 | $13.4 億 | 2.6% | +313,914+1.8% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 26,083,419 | $13.2 億 | 2.5% | +1,169,660+4.7% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 10,163,867 | $9.80 億 | 1.9% | +93,687+0.9% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 35,292,799 | $9.35 億 | 1.8% | +1,047,860+3.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 4,400,817 | $8.81 億 | 1.7% | +37,051+0.8% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,450,306 | $8.49 億 | 1.6% | +132,131+4.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 883,355 | $6.07 億 | 1.2% | +22,204+2.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,715,012 | $5.20 億 | 1.0% | +18,351+1.1% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,552,278 | $4.90 億 | 0.9% | +109,514+2.5% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,914,540 | $4.89 億 | 0.9% | −847,509−12.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 1,667,085 | $4.82 億 | 0.9% | +80,473+5.1% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,748,033 | $4.50 億 | 0.9% | +101,836+3.8% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 17,483,077 | $4.29 億 | 0.8% | +72,318+0.4% | 加碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 7,276,324 | $4.19 億 | 0.8% | +1,076,603+17.4% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 12,619,208 | $4.00 億 | 0.8% | −188,634−1.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 874,716 | $3.13 億 | 0.6% | +28,048+3.3% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 6,137,312 | $3.08 億 | 0.6% | +1,282,281+26.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,281,390 | $3.05 億 | 0.6% | +50,634+4.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 790,104 | $2.95 億 | 0.6% | +5,985+0.8% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 734,110 | $2.52 億 | 0.5% | −4,445−0.6% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 654,462 | $2.47 億 | 0.5% | +19,289+3.0% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 1,819,118 | $2.41 億 | 0.5% | +29,010+1.6% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,133,613 | $2.35 億 | 0.5% | +85,574+4.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 655,174 | $2.31 億 | 0.4% | +25,368+4.0% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 183,867 | $2.12 億 | 0.4% | +19,046+11.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 332,359 | $1.93 億 | 0.4% | +11,730+3.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 336,521 | $1.90 億 | 0.4% | −550.0% | 減碼 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 2,686,305 | $1.81 億 | 0.3% | +37,926+1.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 419,025 | $1.76 億 | 0.3% | −3,411−0.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 232,989 | $1.74 億 | 0.3% | −11,519−4.7% | 減碼 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 5,067,526 | $1.56 億 | 0.3% | −251,677−4.7% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 122,313 | $1.47 億 | 0.3% | +4,855+4.1% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 2,516,931 | $1.38 億 | 0.3% | +12,407+0.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,837,435 | $1.35 億 | 0.3% | +103,716+6.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 183,041 | $1.35 億 | 0.3% | +2,779+1.5% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,283,855 | $1.32 億 | 0.3% | +75,333+6.2% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,411,472 | $1.28 億 | 0.2% | −72,029−2.9% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 372,908 | $1.22 億 | 0.2% | +3,163+0.9% | 加碼 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 797,265 | $1.20 億 | 0.2% | −10,385−1.3% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 1,167,189 | $1.18 億 | 0.2% | +174,648+17.6% | 加碼 | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 4,554,828 | $1.17 億 | 0.2% | −8,551−0.2% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 2,681,442 | $1.14 億 | 0.2% | +749,531+38.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 212,601 | $1.06 億 | 0.2% | −3,090−1.4% | 減碼 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 4,479,955 | $1.04 億 | 0.2% | +849,919+23.4% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 134,717 | $9,740 萬 | 0.2% | +4,135+3.2% | 加碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 3,809,219 | $9,534 萬 | 0.2% | −1,556,067−29.0% | 減碼 | – |
| INTCIntel Corp | Stock | 681,668 | $9,518 萬 | 0.2% | +91,609+15.5% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 293,890 | $8,904 萬 | 0.2% | +34,283+13.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 337,182 | $8,563 萬 | 0.2% | −7,829−2.3% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 193,835 | $8,399 萬 | 0.2% | +7,652+4.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 76,480 | $8,144 萬 | 0.2% | +1,716+2.3% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 118,496 | $7,772 萬 | 0.1% | +20,125+20.5% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 910,823 | $7,479 萬 | 0.1% | −103,955−10.2% | 減碼 | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 711,227 | $7,341 萬 | 0.1% | +21,291+3.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 529,339 | $7,237 萬 | 0.1% | +28,884+5.8% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 2,980,324 | $7,195 萬 | 0.1% | +1,730+0.1% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 705,962 | $7,071 萬 | 0.1% | −205,522−22.5% | 減碼 | – |
| WMTWalmart Inc. | Stock | 620,690 | $7,030 萬 | 0.1% | −20,825−3.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 199,654 | $6,850 萬 | 0.1% | +4,504+2.3% | 加碼 | 歷史 |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 1,646,694 | $6,590 萬 | 0.1% | +9,076+0.6% | 加碼 | – |
| SNDKSandisk Corp | COM | 28,870 | $6,564 萬 | 0.1% | +6,799+30.8% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 534,909 | $6,241 萬 | 0.1% | −29,452−5.2% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 725,063 | $6,199 萬 | 0.1% | +116,570+19.2% | 加碼 | – |
| KLACKLA Corp | COM NEW | 202,045 | $6,096 萬 | 0.1% | +10,845+5.7% | 加碼依 10 比 1 拆股換算 | 歷史 |
| GEGeneral Electric Co | Stock | 157,751 | $5,896 萬 | 0.1% | −267−0.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 62,782 | $5,873 萬 | 0.1% | −3,454−5.2% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 1,760,650 | $5,861 萬 | 0.1% | +300,119+20.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 995,089 | $5,670 萬 | 0.1% | +68,003+7.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 479,918 | $5,637 萬 | 0.1% | +27,425+6.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 107,159 | $5,504 萬 | 0.1% | −880−0.8% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 637,823 | $5,494 萬 | 0.1% | +23,873+3.9% | 加碼依 6 比 1 拆股換算 | – |
| NFLXNetflix Inc | Stock | 769,128 | $5,492 萬 | 0.1% | −28,687−3.6% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 53,116 | $5,372 萬 | 0.1% | +783+1.5% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 128,979 | $5,282 萬 | 0.1% | −185−0.1% | 減碼 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 53,393 | $5,152 萬 | 0.1% | +1,043+2.0% | 加碼 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 1,354,616 | $5,015 萬 | 0.1% | +167,692+14.1% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 118,689 | $4,933 萬 | 0.1% | +19,885+20.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 190,484 | $4,793 萬 | 0.1% | +7,550+4.1% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 40,606 | $4,771 萬 | 0.1% | +1,000+2.5% | 加碼 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 1,258,046 | $4,594 萬 | 0.1% | −277,492−18.1% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 222,792 | $4,245 萬 | 0.1% | −3,781−1.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 119,059 | $4,199 萬 | 0.1% | −3,060−2.5% | 減碼 | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 229,307 | $4,154 萬 | 0.1% | +43,328+23.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 112,615 | $4,149 萬 | 0.1% | −13,288−10.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 247,455 | $4,102 萬 | 0.1% | +8,050+3.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 317,659 | $4,082 萬 | 0.1% | +6,380+2.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 501,901 | $4,079 萬 | 0.1% | +36,982+8.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 267,186 | $3,918 萬 | 0.1% | +17,218+6.9% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 61,114 | $3,916 萬 | 0.1% | +12,772+26.4% | 加碼 | – |
| MSMorgan Stanley | Stock | 184,586 | $3,859 萬 | 0.1% | +7,913+4.5% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 210,718 | $3,812 萬 | 0.1% | +10,748+5.4% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（21 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 89,071 | $2,013 萬 | <0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 165,091 | $580.1 萬 | <0.1% | 歷史 |
| HOLXHologic Inc | COM | 61,471 | $464.7 萬 | <0.1% | 歷史 |
| CCChemours Co | Stock | 42,567 | $93.8 萬 | <0.1% | 歷史 |
| MDLNMedline Inc. | COM CL A | 10,574 | $47.1 萬 | <0.1% | 歷史 |
| TRUTransUnion | COM | 5,279 | $36.5 萬 | <0.1% | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 3,809 | $34.3 萬 | <0.1% | 歷史 |
| FLUTFlutter Entertainment plc | SHS | 2,789 | $28.4 萬 | <0.1% | 歷史 |
| CHWYChewy, Inc. | CL A | 8,050 | $21.7 萬 | <0.1% | 歷史 |
| iShares Tr464288786 | U.S. INSRNCE ETF | 1,675 | $21.5 萬 | <0.1% | – |
| RRCRange Resources Corp | COM | 4,605 | $20.8 萬 | <0.1% | 歷史 |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 2,442 | $20.5 萬 | <0.1% | – |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 4,115 | $20.5 萬 | <0.1% | – |
| iShares Tr464288174 | GL TIMB FORE ETF | 2,853 | $20.2 萬 | <0.1% | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 2,833 | $20.2 萬 | <0.1% | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 4,438 | $20.1 萬 | <0.1% | – |
| UMACUnusual Machines, Inc. | Stock | 14,919 | $18.5 萬 | <0.1% | 歷史 |
| HTGCHercules Capital, Inc. | COM | 12,374 | $18.3 萬 | <0.1% | 歷史 |
| Beyond Meat, Inc.08862EAB5 | NOTE 3/1 | 127,573 | $8.95 萬 | <0.1% | – |
| JBLUJetBlue Airways Corp | COM | 14,187 | $6.27 萬 | <0.1% | 歷史 |
| CLOVClover Health Investments, Corp. | COM CL A | 13,023 | $2.29 萬 | <0.1% | 歷史 |