Wealthfront Advisers LLC 13F 持仓 · 2026年Q2
Wealthfront Advisers 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 1,119 只证券,申报市值合计 520.42 亿美元。前几大持仓:VTI(13.01%)、VEA(7.97%)、IEMG(6.47%)。本季前 25 大持仓中:增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $6.77B | 13.01% | 18.3M | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $4.15B | 7.97% | 58.2M | 增持 |
| 3 | IEMG | ISHARES INC | $3.36B | 6.47% | 40.6M | 减持 |
| 4 | SCHF | SCHWAB STRATEGIC TR | $3.23B | 6.22% | 116.8M | 增持 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $2.78B | 5.34% | 46.5M | 增持 |
| 6 | ITOT | ISHARES TR | $2.46B | 4.73% | 15.0M | 增持 |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $2.24B | 4.31% | 9.5M | 增持 |
| 8 | SCHB | SCHWAB STRATEGIC TR | $1.49B | 2.86% | 51.4M | 减持 |
| 9 | LQD | ISHARES TR | $1.36B | 2.61% | 12.4M | 增持 |
| 10 | DGRO | ISHARES TR | $1.34B | 2.58% | 17.7M | 增持 |
| 11 | VTEB | VANGUARD MUN BD FDS | $1.32B | 2.54% | 26.1M | 增持 |
| 12 | VNQ | VANGUARD INDEX FDS | $980.1M | 1.88% | 10.2M | 增持 |
| 13 | SCHP | SCHWAB STRATEGIC TR | $935.3M | 1.80% | 35.3M | 增持 |
| 14 | NVDA | NVIDIA CORPORATION | $880.6M | 1.69% | 4.4M | 增持 |
| 15 | VXF | VANGUARD INDEX FDS | $849.5M | 1.63% | 3.5M | 增持 |
| 16 | VOO | VANGUARD INDEX FDS | $606.7M | 1.17% | 883,355 | 增持 |
| 17 | VB | VANGUARD INDEX FDS | $519.9M | 1.00% | 1.7M | 增持 |
| 18 | MUB | ISHARES TR | $489.9M | 0.94% | 4.6M | 增持 |
| 19 | VCIT | VANGUARD SCOTTSDALE FDS | $488.8M | 0.94% | 5.9M | 减持 |
| 20 | AAPL | APPLE INC | $482.4M | 0.93% | 1.7M | 增持 |
| 21 | ESGU | ISHARES TR | $449.8M | 0.86% | 2.7M | 增持 |
| 22 | PWZ | INVESCO EXCH TRADED FD TR II | $428.5M | 0.82% | 17.5M | 增持 |
| 23 | CMF | ISHARES TR | $419.4M | 0.81% | 7.3M | 增持 |
| 24 | SCHD | SCHWAB STRATEGIC TR | $400.2M | 0.77% | 12.6M | 减持 |
| 25 | GOOGL | ALPHABET INC | $312.6M | 0.60% | 874,716 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR