180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/13 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 360
- 較 2021 年第 1 季 +17
- 總值
- $4.37 億
- 較 2021 年第 1 季 +$3,386 萬 (+8.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 115,714 | $3,315 萬 | 7.6% | −1,243−1.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 112,367 | $1,636 萬 | 3.7% | −1,216−1.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,814 | $1,598 萬 | 3.7% | −201−4.0% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 49,637 | $798.2 萬 | 1.8% | −259−0.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 19,764 | $713.7 萬 | 1.6% | −269−1.3% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 64,045 | $687.3 萬 | 1.6% | +2,205+3.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 33,802 | $673.9 萬 | 1.5% | +24,581+266.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,337 | $662.9 萬 | 1.5% | +44+0.5% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 12,366 | $564.8 萬 | 1.3% | −267−2.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 47,230 | $549.7 萬 | 1.3% | −1,053−2.2% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 104,536 | $547.3 萬 | 1.3% | −1,984−1.9% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 72,374 | $532.5 萬 | 1.2% | −616−0.8% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 10,669 | $472.7 萬 | 1.1% | −128−1.2% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 52,731 | $470.1 萬 | 1.1% | +152+0.3% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 55,825 | $458.2 萬 | 1.0% | −71−0.1% | 減碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 62,098 | $456.2 萬 | 1.0% | −319−0.5% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,627 | $449.4 萬 | 1.0% | +14+0.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,614 | $441.6 萬 | 1.0% | −152−8.6% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 17,694 | $425.5 萬 | 1.0% | −1,222−6.5% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 81,314 | $425.2 萬 | 1.0% | +4,818+6.3% | 加碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 129,679 | $422.6 萬 | 1.0% | −1,947−1.5% | 減碼 | – |
| AYXAlteryx, Inc. | COM CL A | 53,093 | $388.2 萬 | 0.9% | +9,482+21.7% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 74,789 | $386.2 萬 | 0.9% | +229+0.3% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 7,868 | $379.5 萬 | 0.9% | +301+4.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 64,688 | $376.4 萬 | 0.9% | +1,679+2.7% | 加碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 888,524 | $345.6 萬 | 0.8% | +133,081+17.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 14,471 | $341.2 萬 | 0.8% | −598−4.0% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 40,623 | $310.7 萬 | 0.7% | −891−2.1% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 40,600 | $310.1 萬 | 0.7% | −358−0.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 17,026 | $295.9 萬 | 0.7% | −353−2.0% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 7,902 | $286.2 萬 | 0.7% | +460+6.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 22,041 | $276.2 萬 | 0.6% | +518+2.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 18,481 | $274.8 萬 | 0.6% | +259+1.4% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 17,949 | $261.8 萬 | 0.6% | +220+1.2% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 13,084 | $260.4 萬 | 0.6% | +276+2.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 18,420 | $260.4 萬 | 0.6% | −160−0.9% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 35,753 | $258.6 萬 | 0.6% | +2,762+8.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 25,292 | $258.2 萬 | 0.6% | −1,454−5.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 16,098 | $256.4 萬 | 0.6% | +228+1.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 28,995 | $254.1 萬 | 0.6% | +183+0.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 10,268 | $244.4 萬 | 0.6% | −270−2.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,538 | $241.2 萬 | 0.6% | +391+3.9% | 加碼 | – |
| ALLAllstate Corp | Stock | 17,574 | $236.1 萬 | 0.5% | +931+5.6% | 加碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 86,963 | $228.7 萬 | 0.5% | +7,664+9.7% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 4,215 | $227.8 萬 | 0.5% | −67−1.6% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 46,996 | $226.5 萬 | 0.5% | −1,661−3.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 40,519 | $225.3 萬 | 0.5% | +1,504+3.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,788 | $225.0 萬 | 0.5% | −32−0.5% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 21,225 | $225.0 萬 | 0.5% | −335−1.6% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 30,153 | $224.7 萬 | 0.5% | −27−0.1% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 17,217 | $222.7 萬 | 0.5% | +396+2.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 2,426 | $221.4 萬 | 0.5% | −11−0.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,362 | $220.8 萬 | 0.5% | −101−1.8% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 37,593 | $219.7 萬 | 0.5% | +240+0.6% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 131,095 | $217.6 萬 | 0.5% | +73,195+126.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 11,930 | $211.2 萬 | 0.5% | +56+0.5% | 加碼 | 歷史 |
| NIONIO Inc. | ADR | 47,489 | $210.0 萬 | 0.5% | −380−0.8% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,514 | $208.5 萬 | 0.5% | +60+0.4% | 加碼 | – |
| Cyberark Software LtdM2682V108 | SHS | 14,598 | $198.2 萬 | 0.5% | −553−3.6% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 14,127 | $195.0 萬 | 0.4% | +142+1.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 25,667 | $193.0 萬 | 0.4% | +949+3.8% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 21,707 | $180.7 萬 | 0.4% | −2,992−12.1% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 7,585 | $180.7 萬 | 0.4% | −1,021−11.9% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 4,827 | $177.0 萬 | 0.4% | +99+2.1% | 加碼 | 歷史 |
| TYGTortoise Energy Infrastructure Corp | COM | 65,108 | $176.3 萬 | 0.4% | +164+0.3% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 11,678 | $175.2 萬 | 0.4% | +9,487+433.0% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 89,811 | $175.0 萬 | 0.4% | +8,047+9.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,072 | $172.1 萬 | 0.4% | +64+0.9% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 182,757 | $171.8 萬 | 0.4% | −13,442−6.9% | 減碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 53,385 | $170.4 萬 | 0.4% | +392+0.7% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 4,162 | $169.8 萬 | 0.4% | +463+12.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,844 | $168.9 萬 | 0.4% | +92+1.6% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 43,226 | $165.2 萬 | 0.4% | +19,963+85.8% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 9,989 | $161.6 萬 | 0.4% | +583+6.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,940 | $160.3 萬 | 0.4% | +314+8.7% | 加碼 | – |
| IFFInternational Flavors & Fragrances Inc | COM | 10,180 | $159.2 萬 | 0.4% | +598+6.2% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 25,287 | $156.1 萬 | 0.4% | +838+3.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 8,982 | $155.6 萬 | 0.4% | +360+4.2% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 4,278 | $155.2 萬 | 0.4% | −44−1.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,480 | $154.2 萬 | 0.4% | −140−5.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 22,817 | $153.7 萬 | 0.4% | +602+2.7% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 2,478 | $153.0 萬 | 0.3% | +16+0.6% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 15,558 | $151.4 萬 | 0.3% | −263−1.7% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 26,622 | $147.7 萬 | 0.3% | −353−1.3% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 25,111 | $146.9 萬 | 0.3% | +531+2.2% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 98,716 | $146.3 萬 | 0.3% | +1,580+1.6% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 13,865 | $145.9 萬 | 0.3% | −304−2.1% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 6,343 | $140.6 萬 | 0.3% | −19−0.3% | 減碼 | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 37,823 | $140.6 萬 | 0.3% | +754+2.0% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 25,885 | $140.5 萬 | 0.3% | +890+3.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 49,198 | $138.2 萬 | 0.3% | −36,602−42.7% | 減碼 | 歷史 |
| HQLabrdn Life Sciences Investors | SH BEN INT | 63,572 | $138.2 萬 | 0.3% | −193−0.3% | 減碼 | 歷史 |
| GEGeneral Electric Co | COM | 12,691 | $134.6 萬 | 0.3% | −93,326−88.0% | 減碼 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 65,070 | $129.5 萬 | 0.3% | −2,801−4.1% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,048 | $127.5 萬 | 0.3% | +305+6.4% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 24,214 | $122.9 萬 | 0.3% | −1,438−5.6% | 減碼 | – |
| IGRCbre Global Real Estate Income Fund | COM | 131,516 | $119.9 萬 | 0.3% | −2,814−2.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,305 | $118.9 萬 | 0.3% | −80−3.4% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 13,353 | $118.6 萬 | 0.3% | +510+4.0% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 6,042 | $118.3 萬 | 0.3% | −176−2.8% | 減碼 | 歷史 |
選擇權（10 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| ZSZscaler, Inc. | Stock | – | $6.70 萬 |
| Cyberark Software LtdM2682V108 | SHS | – | $1.40 萬 |
| AYXAlteryx, Inc. | COM CL A | – | $1.00 萬 |
| PEverpure, Inc. | CL A | – | $8,000 |
| WYWeyerhaeuser Co | COM NEW | – | $7,000 |
| ORCLOracle Corp | Stock | – | $5,000 |
| VMWVmware LLC | CL A COM | – | $5,000 |
| BABAAlibaba Group Holding Ltd | ADR | – | $1,000 |
| MNKDMannkind Corp | COM NEW | – | $1,000 |
| SPLKSplunk Inc | COM | – | $1,000 |
2021 年第 1 季之後清倉（20 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Direxion Shs ETF Tr25459Y694 | DLY FIN BULL NEW | 5,740 | $67.8 萬 | 0.2% | – |
| TSNTyson Foods, Inc. | Stock | 6,855 | $55.3 萬 | 0.1% | 歷史 |
| ALXNAlexion Pharmaceuticals, Inc. | COM | 1,940 | $34.5 萬 | 0.1% | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 6,013 | $34.2 萬 | 0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 243 | $33.2 萬 | 0.1% | 歷史 |
| EQTEQT Corp | Stock | 13,025 | $29.1 萬 | 0.1% | 歷史 |
| SRESempra | Stock | 2,067 | $28.3 萬 | 0.1% | 歷史 |
| URIUnited Rentals, Inc. | COM | 873 | $28.1 萬 | 0.1% | 歷史 |
| PSAPublic Storage | COM | 985 | $27.3 萬 | 0.1% | 歷史 |
| PGRProgressive Corp | Stock | 2,700 | $26.8 萬 | 0.1% | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 13,628 | $25.6 萬 | 0.1% | 歷史 |
| EMNEastman Chemical Co | Stock | 2,021 | $25.2 萬 | 0.1% | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,081 | $22.4 萬 | 0.1% | – |
| STWDStarwood Property Trust, Inc. | COM | 9,000 | $22.4 萬 | 0.1% | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 7,750 | $22.2 萬 | 0.1% | 歷史 |
| Barrick Gold Corp067901108 | COM | 8,809 | $21.8 萬 | 0.1% | – |
| STZConstellation Brands, Inc. | Stock | 897 | $21.3 萬 | 0.1% | 歷史 |
| WHRWhirlpool Corp | Stock | 862 | $20.4 萬 | 0.1% | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 903 | $20.2 萬 | 0.1% | 歷史 |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 11,310 | $12.6 萬 | <0.1% | 歷史 |