180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/25 申報。只含多頭部位。
- 持股檔數
- 343
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.03 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 116,957 | $2,867 萬 | 7.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,015 | $1,606 萬 | 4.0% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 113,583 | $1,425 萬 | 3.5% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 49,896 | $771.3 萬 | 1.9% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 61,840 | $659.6 萬 | 1.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 20,033 | $633.5 萬 | 1.6% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 9,221 | $553.0 萬 | 1.4% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 9,293 | $539.8 萬 | 1.3% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 106,520 | $539.5 萬 | 1.3% | – | – | – |
| SBUXStarbucks Corp | Stock | 48,283 | $535.6 萬 | 1.3% | – | – | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 72,990 | $530.3 萬 | 1.3% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 55,896 | $460.2 萬 | 1.1% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 52,579 | $454.0 萬 | 1.1% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 131,626 | $441.1 萬 | 1.1% | – | – | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 62,417 | $433.5 萬 | 1.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 10,797 | $411.1 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 76,496 | $409.9 萬 | 1.0% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,766 | $405.1 萬 | 1.0% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 74,560 | $388.2 萬 | 1.0% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,613 | $378.3 萬 | 0.9% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 63,009 | $371.2 萬 | 0.9% | – | – | 歷史 |
| BABoeing Co | Stock | 15,069 | $353.8 萬 | 0.9% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,567 | $341.4 萬 | 0.8% | – | – | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 43,611 | $329.5 萬 | 0.8% | – | – | 歷史 |
| ZSZscaler, Inc. | Stock | 18,916 | $321.7 萬 | 0.8% | – | – | 歷史 |
| MNKDMannkind Corp | COM NEW | 755,443 | $320.3 萬 | 0.8% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 40,958 | $311.5 萬 | 0.8% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 41,514 | $300.9 萬 | 0.7% | – | – | – |
| JNJJohnson & Johnson | Stock | 17,379 | $297.1 萬 | 0.7% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 7,442 | $288.2 萬 | 0.7% | – | – | 歷史 |
| CVXChevron Corp | Stock | 26,746 | $278.5 萬 | 0.7% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 21,523 | $274.0 萬 | 0.7% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 18,580 | $268.9 萬 | 0.7% | – | – | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 79,299 | $263.2 萬 | 0.7% | – | – | – |
| WMTWalmart Inc. | Stock | 18,222 | $258.3 萬 | 0.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 15,870 | $258.1 萬 | 0.6% | – | – | 歷史 |
| TAT&T Inc. | Stock | 85,800 | $257.5 萬 | 0.6% | – | – | 歷史 |
| RTXRTX Corp | Stock | 28,812 | $247.2 萬 | 0.6% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 12,808 | $243.2 萬 | 0.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 10,538 | $239.0 萬 | 0.6% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 17,729 | $233.1 萬 | 0.6% | – | – | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 21,560 | $229.9 萬 | 0.6% | – | – | – |
| ALLAllstate Corp | Stock | 16,643 | $228.7 萬 | 0.6% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,463 | $224.9 萬 | 0.6% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 24,699 | $221.8 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,147 | $218.1 萬 | 0.5% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 30,180 | $217.8 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 6,820 | $215.3 萬 | 0.5% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 32,991 | $212.8 萬 | 0.5% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 2,437 | $209.8 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,454 | $206.0 萬 | 0.5% | – | – | – |
| CMCSAComcast Corp | Stock | 37,353 | $205.7 萬 | 0.5% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 11,874 | $204.7 萬 | 0.5% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 39,015 | $204.6 萬 | 0.5% | – | – | 歷史 |
| MRNAModerna, Inc. | Stock | 12,633 | $204.0 萬 | 0.5% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 196,199 | $199.9 萬 | 0.5% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,282 | $198.0 萬 | 0.5% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 16,821 | $197.7 萬 | 0.5% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 24,718 | $195.7 萬 | 0.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 48,657 | $194.4 萬 | 0.5% | – | – | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 15,151 | $190.9 萬 | 0.5% | – | – | – |
| AMATApplied Materials Inc | Stock | 13,985 | $179.9 萬 | 0.4% | – | – | 歷史 |
| DGDollar General Corp | COM | 8,606 | $176.5 萬 | 0.4% | – | – | 歷史 |
| TYGTortoise Energy Infrastructure Corp | COM | 64,944 | $175.5 萬 | 0.4% | – | – | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 52,993 | $173.2 萬 | 0.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 9,406 | $165.6 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,752 | $165.5 萬 | 0.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 6,508 | $163.1 萬 | 0.4% | – | – | 歷史 |
| NIONIO Inc. | ADR | 47,869 | $163.0 萬 | 0.4% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,322 | $160.1 萬 | 0.4% | – | – | 歷史 |
| METMetlife Inc | Stock | 24,449 | $158.2 萬 | 0.4% | – | – | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 97,136 | $157.7 萬 | 0.4% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,008 | $156.0 萬 | 0.4% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 15,821 | $155.7 萬 | 0.4% | – | – | – |
| GISGeneral Mills Inc | Stock | 24,580 | $155.2 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 26,975 | $153.5 萬 | 0.4% | – | – | 歷史 |
| PEverpure, Inc. | CL A | 81,764 | $153.0 萬 | 0.4% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 2,462 | $151.2 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 8,622 | $149.0 萬 | 0.4% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 22,215 | $149.0 萬 | 0.4% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 4,728 | $148.8 萬 | 0.4% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 14,169 | $143.7 萬 | 0.4% | – | – | – |
| GMGeneral Motors Co | COM | 24,995 | $141.8 萬 | 0.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 6,362 | $140.9 萬 | 0.3% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 106,017 | $140.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,626 | $138.3 萬 | 0.3% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 3,699 | $135.5 萬 | 0.3% | – | – | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 9,582 | $134.7 萬 | 0.3% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 6,218 | $131.2 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 25,652 | $130.3 萬 | 0.3% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 67,871 | $128.3 萬 | 0.3% | – | – | – |
| ADBEAdobe Inc. | Stock | 2,620 | $127.9 萬 | 0.3% | – | – | 歷史 |
| HQLabrdn Life Sciences Investors | SH BEN INT | 63,765 | $126.1 萬 | 0.3% | – | – | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 37,069 | $124.7 萬 | 0.3% | – | – | 歷史 |
| QSQuantumScape Corp | COM CL A | 45,963 | $123.4 萬 | 0.3% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 2,385 | $118.7 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 20,517 | $115.1 萬 | 0.3% | – | – | 歷史 |
| BALLBALL Corp | COM | 12,843 | $111.5 萬 | 0.3% | – | – | 歷史 |
| IGRCbre Global Real Estate Income Fund | COM | 134,330 | $111.0 萬 | 0.3% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 21,979 | $109.9 萬 | 0.3% | – | – | 歷史 |