WA

Wealthfront Advisers LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$455.6亿

申报季度: 2026-03-31 · 持股只数: 1076

Wealthfront Advisers LLC在最新一期 13F 报告中披露了 1076 项持股，申报期为 2026-03-31，总持股市值约为 US$455.6亿，季度换手率为 9.6%。

机构性格雪花图

集中度
17.14
持仓稳定性
9.63
动能／逆势
100
行业集中度
47.36
多样化
100
仓位均衡度
32.82

近期动向

  • 减仓 VTI

    -0.3%　-US$2.8亿

  • 加仓 ITOT

    +23.8%　US$3.2亿

  • 减仓 VIG

    -8.9%　-US$2.4亿

  • 加仓 DGRO

    +25.1%　US$2.6亿

  • 加仓 IEMG

    +4.6%　US$2.2亿

  • 加仓 SCHF

    +4.4%　US$2.0亿

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-其他12.65%-0.86%-0.31%
2VEAVanguard Ftse Developed ETFETF-其他8.11%-0.08%-1.70%
3SCHFSchwab Intl Equity ETFETF-其他6.32%+0.33%+4.36%
4IEMGIshares Core Msci EmergingETF-新兴市场6.23%+0.39%+4.60%
5VWOVanguard Ftse Emerging MarkeETF-新兴市场5.45%-0.25%-3.12%
6ITOTIshares Core S&p Total U.s.ETF-其他4.49%+0.63%+23.78%
7VIGVanguard Dividend Apprec ETFETF-其他4.25%-0.60%-8.93%
8SCHBSchwab US Broad Market ETFETF-其他2.90%-0.24%-1.88%
9VTEBVanguard Tax-exempt Bond ETFETF-其他2.73%+0.02%+3.15%
10DGROIshares Core Dividend GrowthETF-其他2.68%+0.52%+25.08%
11LQDIshr Ibx Usd Invgd Cb Etf-uiETF-投资级公司债2.57%-0.13%-1.98%
12SCHPSchwab U.s. Tips ETFETF-其他2.00%—-0.83%
13VNQVanguard Real Estate ETFETF-其他1.96%—+0.31%
14NVDANvidia CORP股票-科技1.67%-0.12%+1.78%
15VXFVanguard Extended Market ETFETF-其他1.50%-0.09%-2.27%
16VCITVanguard Int-term CorporateETF-投资级公司债1.23%+0.20%+22.71%
17VOOVanguard S&p 500 ETFETF-大型股与成长1.13%—+6.05%
18MUBIshares National Muni Bond EETF-其他1.04%-0.13%-9.34%
19VBVanguard Small-cap ETFETF-其他0.98%+0.08%+8.21%
20PWZInvesco California Amt-freeETF-其他0.91%-0.09%-5.56%
21AAPLApple INC股票-科技0.88%-0.08%+0.63%
22SCHDSchwab US Dvd Equity ETFETF-其他0.86%+0.07%-0.62%
23ESGUIshares Esg Aware Msci USAETF-其他0.82%—+2.12%
24CMFIshares California Muni BondETF-其他0.77%+0.11%+21.33%
25MSFTMicrosoft CORP股票-科技0.64%-0.27%-7.14%
26AMZNAmazon.com INC股票-周期性消费0.56%-0.06%+2.96%
27GOOGLAlphabet Inc-cl A股票-通信服务0.53%—+5.15%
28VTIPVanguard Short-term TipsETF-其他0.53%+0.13%+33.62%
29SHVIshares 0-1 Year Treasury BoETF-政府公债0.50%+0.10%+26.62%
30VVVanguard Large-cap ETFETF-其他0.48%—+2.89%
31ESGVVanguard Esg US Stock ETFETF-其他0.44%—+13.62%
32AVGOBroadcom INC股票-科技0.43%-0.04%+3.70%
33METAMeta Platforms Inc-class A股票-通信服务0.42%-0.07%+0.58%
34GOOGAlphabet Inc-cl C股票-通信服务0.40%—+5.13%
35VWOBVanguard Emerg Mkts Gov BndETF-其他0.38%—-2.58%
36FLRNSs Spdr Bb Ig Float Rt ETFETF-其他0.36%+0.02%+7.78%
37SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.35%—-0.89%
38TSLATesla INC股票-周期性消费0.34%-0.07%+3.40%
39XLESs Energy Select SectorETF-其他0.33%+0.08%+1.18%
40VDEVanguard Energy ETFETF-其他0.31%+0.07%-3.35%
41SJNKSs Spdr Bb St Hi Yield ETFETF-其他0.29%+0.08%+46.53%
42BNDVanguard Total Bond MarketETF-其他0.28%—-1.14%
43FLTRVaneck Ig Floating Rate ETFETF-其他0.26%—-3.90%
44ESGDIshares Trust Ishares Esg AwETF-其他0.25%—-3.11%
45ESGEIshares INC Ishares Esg AwarETF-其他0.25%—-2.47%
46JPMJpmorgan Chase & Co股票-金融0.24%—+2.77%
47LLYEli Lilly & Co股票-医疗保健0.24%-0.04%+1.89%
48QQQInvesco Qqq Trust Series 1ETF-科技型0.23%—-2.43%
49BRK-BBerkshire Hathaway Inc-cl B股票-其他0.23%—+4.21%
50SGOVIshares 0-3 Month Treasury BETF-政府公债0.22%—+13.33%
1–50 of 1,076

本季持股变动

Wealthfront Advisers LLC 在 2026-03-31 最显著的持仓异动： 减仓: Vanguard Total Stock Mkt ETF (VTI) — 股数 -0.31%; 加仓: Ishares Core S&p Total U.s. (ITOT) — 股数 +23.78%; 减仓: Vanguard Dividend Apprec ETF (VIG) — 股数 -8.93%; 加仓: Ishares Core Dividend Growth (DGRO) — 股数 +25.08%; 加仓: Ishares Core Msci Emerging (IEMG) — 股数 +4.60%.

Wealthfront Advisers LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1ITOTIshares Core S&p Total U.s.+0.6%+23.78%加仓
2DGROIshares Core Dividend Growth+0.5%+25.08%加仓
3IEMGIshares Core Msci Emerging+0.4%+4.60%加仓
4SCHFSchwab Intl Equity ETF+0.3%+4.36%加仓
5VCITVanguard Int-term Corporate+0.2%+22.71%加仓
6VTIPVanguard Short-term Tips+0.1%+33.62%加仓
7CMFIshares California Muni Bond+0.1%+21.33%加仓
8SHVIshares 0-1 Year Treasury Bo+0.1%+26.62%加仓
9XLESs Energy Select Sector+0.1%+1.18%加仓
10SJNKSs Spdr Bb St Hi Yield ETF+0.1%+46.53%加仓
11VBVanguard Small-cap ETF+0.1%+8.21%加仓
12SCHDSchwab US Dvd Equity ETF+0.1%-0.62%减仓
13VDEVanguard Energy ETF+0.1%-3.35%减仓
14XOMExxon Mobil CORP+0.1%+8.08%加仓
15SHYIshares 1-3 Year Treasury Bo0%+35.82%加仓
16MUMicron Technology INC0%+37.01%加仓
17CVXChevron CORP0%+17.86%加仓
18JNJJohnson & Johnson0%+5.33%加仓
19AMATApplied Materials INC0%+16.10%加仓
20COSTCostco Wholesale CORP0%+13.57%加仓
21WMTWalmart INC0%+8.59%加仓
22LRCXLam Research CORP0%+23.00%加仓
23SNDKSandisk CORP0%+1100.16%加仓
24CATCaterpillar INC0%+6.27%加仓
25VTEBVanguard Tax-exempt Bond ETF0%+3.15%加仓
26GLDMSpdr Gold Minishares Trust0%+29.58%加仓
27FLRNSs Spdr Bb Ig Float Rt ETF0%+7.78%加仓
28LLYEli Lilly & Co0%+1.89%加仓
29AVGOBroadcom INC0%+3.70%加仓
30PLTRPalantir Technologies Inc-a0%+2.44%加仓
31HRLHormel Foods CORP0%-91.14%减仓
32INTUIntuit INC-0.1%-43.94%减仓
33SCHOSchwab Short-term US Treas-0.1%-26.95%减仓
34AMZNAmazon.com INC-0.1%+2.96%加仓
35METAMeta Platforms Inc-class A-0.1%+0.58%加仓
36TSLATesla INC-0.1%+3.40%加仓
37VEAVanguard Ftse Developed ETF-0.1%-1.70%减仓
38AAPLApple INC-0.1%+0.63%加仓
39GBILGoldman Sachs Access Treasur-0.1%-30.92%减仓
40SHYGIshares 0-5 Yr Hy CORP Bond-0.1%-31.32%减仓
41PWZInvesco California Amt-free-0.1%-5.56%减仓
42VXFVanguard Extended Market ETF-0.1%-2.27%减仓
43NVDANvidia CORP-0.1%+1.78%加仓
44MUBIshares National Muni Bond E-0.1%-9.34%减仓
45LQDIshr Ibx Usd Invgd Cb Etf-ui-0.1%-1.98%减仓
46SCHBSchwab US Broad Market ETF-0.2%-1.88%减仓
47VWOVanguard Ftse Emerging Marke-0.3%-3.12%减仓
48MSFTMicrosoft CORP-0.3%-7.14%减仓
49VIGVanguard Dividend Apprec ETF-0.6%-8.93%减仓
50VTIVanguard Total Stock Mkt ETF-0.9%-0.31%减仓

FAQ

Wealthfront Advisers LLC 是什么机构？属于哪种投资人类型？
Wealthfront Advisers LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$455.6亿，分布在 1076 个已申报仓位之中。
Wealthfront Advisers LLC 目前前几大持股有哪些？
根据最新 13F 申报，Wealthfront Advisers LLC 按市值排列的前几大持股为： 1. Vanguard Total Stock Mkt ETF (VTI) — US$57.6亿 (12.7%) 2. Vanguard Ftse Developed ETF (VEA) — US$37.0亿 (8.1%) 3. Schwab Intl Equity ETF (SCHF) — US$28.8亿 (6.3%) 4. Ishares Core Msci Emerging (IEMG) — US$28.4亿 (6.2%) 5. Vanguard Ftse Emerging Marke (VWO) — US$24.8亿 (5.5%)
Wealthfront Advisers LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Wealthfront Advisers LLC 共进行了 50 项显著调整：新建仓 0 个仓位、加仓 33 个既有持股、减仓 17 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：减仓: Vanguard Total Stock Mkt ETF (VTI) — 股数 -0.31%; 加仓: Ishares Core S&p Total U.s. (ITOT) — 股数 +23.78%; 减仓: Vanguard Dividend Apprec ETF (VIG) — 股数 -8.93%; 加仓: Ishares Core Dividend Growth (DGRO) — 股数 +25.08%; 加仓: Ishares Core Msci Emerging (IEMG) — 股数 +4.60%
Wealthfront Advisers LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Wealthfront Advisers LLC 的主要板块分布如下： • Information Technology: 31.4% • Financials: 12.6% • Communication Services: 10.3% • Consumer Discretionary: 9.6% • Industrials: 8.7% • Health Care: 8.6%