{"id":13017,"date":"2025-02-12T17:18:55","date_gmt":"2025-02-12T09:18:55","guid":{"rendered":"https:\/\/blog.roboadvisor.com.tw\/?p=13017"},"modified":"2025-02-12T17:18:55","modified_gmt":"2025-02-12T09:18:55","slug":"2%e5%b9%b4%e5%89%8dubs%e6%94%be%e6%a3%84%e4%bb%a514%e5%84%84%e7%be%8e%e9%87%91%e6%94%b6%e8%b3%bcwealthfront%ef%bc%8c%e4%bd%86%e4%bb%8a%e5%a4%a9wealthfront%e7%9a%84%e4%bc%b0%e5%80%bc%e5%b7%b2%e7%b6%93","status":"publish","type":"post","link":"https:\/\/blog.roboadvisor.com.tw\/?p=13017","title":{"rendered":"\u7f8e\u570b\u6a5f\u5668\u4eba\u7406\u8ca1\u516c\u53f8Wealthfront\u4f30\u503c\u905420\u5104\u7f8e\u91d1\uff0c\u9810\u8a082025\u5e74IPO\u4e0a\u5e02"},"content":{"rendered":"\n

\u4ea4\u6613\u544a\u5439\u5f8c\u7684\u6210\u9577\uff1aWealthfront \u8207 UBS \u7834\u5c40\u5f8c\u7684\u84ec\u52c3\u767c\u5c55<\/h2>\n\n\n\n

Wealthfront \u5728 2022 \u5e74\u8207 UBS \u7684 14 \u5104\u7f8e\u5143\u4ea4\u6613\u544a\u5439\u5f8c\u4f9d\u7136\u6301\u7e8c\u6210\u9577\uff0c\u4e26\u5728 12 \u6708\u9032\u884c\u80a1\u7968\u56de\u8cfc\uff0c\u4ee4\u516c\u53f8\u4f30\u503c\u9054\u5230 20 \u5104\u7f8e\u5143\u3001\u7ba1\u7406\u8cc7\u7522\u7e3d\u984d\u7d04 750 \u5104\u7f8e\u5143\uff1b\u73fe\u5728Wealthfront \u6b63\u91cd\u65b0\u63a8\u51fa\u76f4\u63a5\u6307\u6578\u6295\u8cc7\u65b9\u6848\uff0c\u6216\u8a31\u5c07\u5e36\u4f86\u985b\u8986\u6027\u8b8a\u5316\u3002<\/p>\n\n\n\n

\u5169\u5e74\u524d\uff0cWealthfront \u8207 UBS \u90a3\u7b46\u50f9\u503c 14 \u5104\u7f8e\u5143\u7684\u4ea4\u6613\u7834\u5c40\uff0c\u5982\u4eca\u5b83\u537b\u300c\u9ed8\u9ed8\u300d\u5730\u84ec\u52c3\u767c\u5c55\uff0c\u4e26\u4ee5\u985e\u4f3c ETF \u7684\u8cbb\u7528\u8207\u6295\u8cc7\u9580\u6abb\u4f86\u985b\u8986\u76f4\u63a5\u6307\u6578\u6295\u8cc7\u3002<\/p>\n\n\n\n

Wealthfront\u662f\u4e00\u5bb6\u4f4d\u65bc\u52a0\u5dde\u5e15\u6d1b\u963f\u723e\u6258\u7684\u6a5f\u5668\u4eba\u7406\u8ca1<\/a>\u3001\u81ea\u52d5\u5316\u6295\u9867\u516c\u53f8\uff0c\u76ee\u524d\u7ba1\u7406\u8457 374 \u5104\u7f8e\u5143\u7684\u6295\u8cc7\u53ca 376 \u5104\u7f8e\u5143\u7684 FDIC \u9ad8\u6536\u76ca\u5e33\u6236\u3002\u76f8\u8f03 2023 \u5e74\u7684 230 \u5104\u7f8e\u5143\u6295\u8cc7\u8207 80 \u5104\u7f8e\u5143\u5ba2\u6236\u73fe\u91d1\uff0c\u5206\u5225\u6210\u9577\u4e86 63% \u8207 370%\u3002<\/p>\n\n\n\n

\u56de\u8cfc\u54e1\u5de5\u6301\u80a1\uff1a\u63a8\u52d5\u4f30\u503c\u9054 20 \u5104\u7f8e\u5143\u7684\u95dc\u9375<\/h2>\n\n\n\n

\u5728 12 \u6708\u521d\uff0cWealthfront \u4ee5\u4e0d\u516c\u958b\u7684\u91d1\u984d\u56de\u8cfc\u90e8\u5206\u54e1\u5de5\u6301\u80a1\uff0c\u4f7f\u516c\u53f8\u4f30\u503c\u4f86\u5230 20 \u5104\u7f8e\u5143\uff0c\u8f03 2022 \u5e74 UBS \u540c\u610f\u652f\u4ed8\u7684\u4f30\u503c\u9ad8\u51fa 42%\u3002<\/p>\n\n\n\n

\u6839\u64da The Information \u7684\u5831\u5c0e\uff0cWealthfront \u53ef\u80fd\u5728 2025 \u5e74 IPO\uff0c\u9810\u8a08\u71df\u6536\u7d04\u70ba 2.9 \u5104\u7f8e\u5143\uff0c\u4e14\u81ea\u7531\u73fe\u91d1\u6d41\u9054 1 \u5104\u7f8e\u5143\u3002<\/p>\n\n\n\n

\u985e\u4f3c ETF \u7684\u8cbb\u7528\u8207\u9580\u6abb\uff1aWealthfront \u5982\u4f55\u985b\u8986\u76f4\u63a5\u6307\u6578\u6295\u8cc7<\/h2>\n\n\n\n

\u76f8\u6bd4\u5e02\u5834\u5176\u4ed6\u4f9b\u61c9\u5546\uff0cSchwab \u7684\u500b\u4eba\u6307\u6578\u6295\u8cc7\u5e33\u6236\uff08\u6700\u4f4e 10 \u842c\u7f8e\u5143\u300140 \u500b\u57fa\u9ede\uff09\u5df2\u7b97\u76f8\u5c0d\u4fbf\u5b9c\uff0c\u5982\u4eca\uff0cWealthfront \u63a8\u51fa\u4e00\u9805\u50c5\u6536 9 \u500b\u57fa\u9ede\u8cbb\u7528\u7684 S&P 500 \u76f4\u63a5\u6307\u6578\u6295\u8cc7\uff08DI\uff0cdirect-indexin\uff09\u65b9\u6848\u3002<\/p>\n\n\n\n

\u5148\u524dWealthfront\u76f4\u63a5\u6307\u6578\u6295\u8cc7\uff08DI\uff0cdirect-indexin\uff09\u65b9\u6848\u6700\u4f4e\u9580\u6abb\u70ba 10 \u842c\u7f8e\u5143\uff0c2013 \u5e74\u525b\u63a8\u51fa\u6642\u751a\u81f3\u9ad8\u9054 50 \u842c\u7f8e\u5143\uff0c\u4f46 Wealthfront \u66f4\u9032\u4e00\u6b65\uff0c\u628a\u6700\u4f4e\u6295\u8cc7\u9580\u6abb\u548c\u8cbb\u7528\u90fd\u964d\u4e86 80%\uff0c\u4f86\u5230 2 \u842c\u7f8e\u5143\u3002<\/p>\n\n\n\n

2013 \u5e74\u5728 Wealthfront \u5efa\u69cb\u76f4\u63a5\u6307\u6578\u529f\u80fd\u7684 Iraklis Kourtidis \u900f\u904e\u96fb\u5b50\u90f5\u4ef6\u8868\u793a\uff1a\u300c\u9019\u5176\u5be6\u4e0d\u662f\u65b0\u7522\u54c1\uff0c\u800c\u662f\u628a\u539f\u6709\u7684\u6295\u8cc7\u65b9\u6848\u300e\u55ae\u9ede\u5316\u300f\uff0c\u904e\u53bb\u53ea\u80fd\u548c\u5176\u4ed6\u6295\u8cc7\u7522\u54c1\u6253\u5305\u7372\u5f97\u3002\u300d<\/p>\n\n\n\n

Wealthfront \u5c0d\u65bc\u5169\u5ea6\u63d0\u51fa\u7684\u8a55\u8ad6\u8acb\u6c42\u7686\u672a\u505a\u56de\u61c9\u3002<\/p>\n\n\n\n

Condor Capital \u6295\u8cc7\u7814\u7a76\u7d93\u7406 David Goldstone \u6307\u51fa\uff0c\u96d6\u7136 Wealthfront \u5f97\u76ca\u65bc\u5e02\u5834\u6210\u9577\u5e36\u4f86\u7684\u63a8\u52d5\u529b\uff0c\u4f46\u4e5f\u56e0\u5176\u5805\u6301\u4e0d\u61c8\u800c\u7372\u5f97\u56de\u5831\u3002<\/p>\n\n\n\n

\u4ed6\u8aaa\uff1a\u300cWealthfront \u662f\u5c11\u6578\u80fd\u7dad\u6301\u7368\u7acb\u71df\u904b\u7684\u81ea\u52d5\u5316\u6295\u9867\u516c\u53f8\u4e4b\u4e00\u300d\u300c\u4ed6\u5011\u900f\u904e\u63d0\u4f9b\u9ad8\u54c1\u8cea\u7684\u7522\u54c1\u4e26\u9054\u5230\u80fd\u9577\u671f\u751f\u5b58\u7684\u898f\u6a21\u505a\u5230\u4e86\u9019\u9ede\u3002\u4ed6\u5011\u6301\u7e8c\u5275\u65b0\uff0c\u8b93\u5c08\u696d\u6295\u8cc7\u8d70\u5165\u5927\u773e\u8996\u91ce\u3002\u300d<\/p>\n\n\n\n

\u81ea\u52d5\u5316\u6295\u9867\u96d9\u7dda\u6210\u9577\uff1a\u5927\u773e\u5bcc\u88d5\u8207\u9ad8\u6de8\u503c\u5ba2\u6236\u4e26\u99d5\u9f4a\u9a45<\/strong><\/h2>\n\n\n\n

\u4e0d\u904e\uff0c\u5728 2013 \u5e74\u525b\u63a8\u51fa DI \u6642\uff0cWealthfront \u7684\u76ee\u6a19\u5176\u5be6\u662f\u5438\u5f15\u66f4\u591a\u9ad8\u7aef\u5ba2\u6236\u8cc7\u7522\u3002<\/p>\n\n\n\n

Kourtidis \u56de\u61b6\uff1a\u300c\u63a8\u51fa \u76f4\u63a5\u6307\u6578\u6295\u8cc7\uff08DI\uff0cdirect-indexin\uff09 \u4e4b\u5f8c\uff0c50 \u842c\u7f8e\u5143\u7d1a\u7684\u5e33\u6236\u5c31\u50cf\u96e8\u5f8c\u6625\u7b4d\u822c\u51fa\u73fe\u3002\u300d<\/p>\n\n\n\n

\u76f4\u63a5\u6307\u6578\u6295\u8cc7\uff08DI\uff0cdirect-indexin\uff09 \u5141\u8a31\u6295\u8cc7\u4eba\u76f4\u63a5\u8cb7\u5165\u4e26\u6301\u6709\u6307\u6578\u6210\u5206\u80a1\uff0c\u800c\u4e0d\u662f\u900f\u904e ETF\uff1b\u6295\u8cc7\u7d44\u5408\u7684\u6b0a\u91cd\u8207\u8a72\u6307\u6578\u76f8\u540c\u3002<\/p>\n\n\n\n

\u5c0d Wealthfront \u800c\u8a00\uff0c\u5927\u773e\u5bcc\u88d5\u5e02\u5834\u5df2\u6210\u70ba\u4e3b\u8981\u5ba2\u7fa4\uff0c\u5e73\u5747\u6bcf\u4f4d\u6295\u8cc7\u4eba\u5927\u7d04\u653e\u5165 9.3 \u842c\u7f8e\u5143\uff0c\u4e26\u5728 Wealthfront \u95dc\u806f\u9280\u884c\u5e33\u6236\u4e2d\u6301\u6709\u7d04 6.125 \u842c\u7f8e\u5143\u3002<\/p>\n\n\n\n

\u7531\u65bc\u81ea 2019 \u5e74\u4ee5\u4f86\uff0cWealthfront \u8207\u7b2c\u4e09\u65b9\u9280\u884c\u5408\u4f5c\u63a8\u51fa\u4e86\u9ad8\u6536\u76ca FDIC \u5e33\u6236\u7684\u806f\u71df\u8a08\u756b\uff0c\u5927\u5e45\u63a8\u5347\u9280\u884c\u5ba2\u6236\u6578\u91cf\uff0c\u76ee\u524d\u5df2\u670d\u52d9\u8d85\u904e 61.4 \u842c\u9280\u884c\u5ba2\u6236\uff0c\u6574\u9ad4\u7528\u6236\u9054 100 \u842c\u4eba\u4e4b\u8b5c\u3002<\/p>\n\n\n\n

\u5728\u81ea\u52d5\u5316\u6295\u9867\u65b9\u9762\uff0cWealthfront \u70ba 381,348 \u4f4d\u5927\u773e\u5bcc\u88d5\u6295\u8cc7\u8005\u7ba1\u7406 256 \u5104\u7f8e\u5143\u8cc7\u7522\uff0c\u4e26\u70ba 4,864 \u4f4d\u9ad8\u6de8\u503c\u6295\u8cc7\u8005\u7ba1\u7406 102 \u5104\u7f8e\u5143\u8cc7\u7522\uff0c\u672a\u4f86\u4ecd\u6709\u76f8\u7576\u5927\u7684\u6210\u9577\u7a7a\u9593\u3002\u76ee\u524d\u5c1a\u4e0d\u6e05\u695a\u6709\u591a\u5c11\u4f7f\u7528\u6295\u9867\u670d\u52d9\u7684\u5ba2\u6236\u540c\u6642\u4e5f\u4f7f\u7528\u8a72\u516c\u53f8\u7684\u9280\u884c\u670d\u52d9\u3002<\/p>\n\n\n\n

Cornerstone Advisors \u7684\u6700\u65b0\u7814\u7a76\u986f\u793a\uff0c\u53bb\u5e74\u7531\u91d1\u878d\u79d1\u6280\u516c\u53f8\u7ba1\u7406\u7684\u65b0\u578b\u6216\u6578\u4f4d\u9280\u884c\u6240\u958b\u8a2d\u7684\u65b0\u652f\u7968\u5e33\u6236\uff0c\u5360\u5168\u90e8\u65b0\u958b\u652f\u7968\u5e33\u6236\u7684 44%\u3002<\/p>\n\n\n\n

\n\n\n","protected":false},"excerpt":{"rendered":"

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