180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/28 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 377
- 較 2021 年第 2 季 +17
- 總值
- $4.54 億
- 較 2021 年第 2 季 +$1,661 萬 (+3.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 115,432 | $3,512 萬 | 7.7% | −282−0.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,845 | $1,652 萬 | 3.6% | +31+0.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 112,210 | $1,625 萬 | 3.6% | −157−0.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,617 | $810.7 萬 | 1.8% | +280+3.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 49,008 | $785.7 萬 | 1.7% | −629−1.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 32,687 | $714.6 萬 | 1.6% | −102,521−75.8% | 減碼依 4 比 1 拆股換算 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 63,407 | $679.9 萬 | 1.5% | −638−1.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 19,501 | $633.3 萬 | 1.4% | −263−1.3% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 102,112 | $531.8 萬 | 1.2% | −2,424−2.3% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 47,234 | $526.4 萬 | 1.2% | +40.0% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 71,038 | $523.0 萬 | 1.2% | −1,336−1.8% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,715 | $485.9 萬 | 1.1% | +88+5.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,631 | $481.0 萬 | 1.1% | −38−0.4% | 減碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 919,455 | $468.0 萬 | 1.0% | +30,931+3.5% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 52,153 | $467.8 萬 | 1.0% | −578−1.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,624 | $459.2 萬 | 1.0% | +10+0.6% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 15,676 | $458.8 萬 | 1.0% | −2,018−11.4% | 減碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 61,354 | $453.0 萬 | 1.0% | −744−1.2% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 55,314 | $451.5 萬 | 1.0% | −511−0.9% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 82,236 | $429.6 萬 | 0.9% | +922+1.1% | 加碼 | – |
| AYXAlteryx, Inc. | COM CL A | 56,854 | $429.4 萬 | 0.9% | +3,761+7.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 64,990 | $406.8 萬 | 0.9% | +302+0.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 8,015 | $403.4 萬 | 0.9% | +147+1.9% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 127,598 | $401.3 萬 | 0.9% | −2,081−1.6% | 減碼 | – |
| MRNAModerna, Inc. | Stock | 12,142 | $393.7 萬 | 0.9% | −224−1.8% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 75,104 | $389.0 萬 | 0.9% | +315+0.4% | 加碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 206,150 | $349.8 萬 | 0.8% | +75,055+57.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 9,387 | $343.2 萬 | 0.8% | +1,485+18.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 15,568 | $341.2 萬 | 0.8% | +10,589+212.7% | 加碼 | 歷史 |
| BABoeing Co | Stock | 14,451 | $313.6 萬 | 0.7% | −20−0.1% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 39,381 | $299.4 萬 | 0.7% | −1,219−3.0% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 39,326 | $297.7 萬 | 0.7% | −1,297−3.2% | 減碼 | – |
| MDTMedtronic plc | Stock | 22,336 | $285.3 萬 | 0.6% | +295+1.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 17,341 | $279.7 萬 | 0.6% | +315+1.9% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 13,243 | $275.5 萬 | 0.6% | +159+1.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 24,953 | $273.5 萬 | 0.6% | −339−1.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 16,247 | $270.7 萬 | 0.6% | +149+0.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 18,529 | $267.9 萬 | 0.6% | +109+0.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 29,399 | $267.3 萬 | 0.6% | +404+1.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 18,932 | $266.1 萬 | 0.6% | +451+2.4% | 加碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 95,488 | $257.5 萬 | 0.6% | +8,525+9.8% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 19,075 | $248.4 萬 | 0.5% | +1,126+6.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,234 | $246.6 萬 | 0.5% | +19+0.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 10,611 | $245.1 萬 | 0.5% | +343+3.3% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 30,021 | $242.9 萬 | 0.5% | −132−0.4% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 17,485 | $239.5 萬 | 0.5% | +268+1.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,770 | $237.2 萬 | 0.5% | −18−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,226 | $236.0 萬 | 0.5% | −312−3.0% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 5,488 | $234.9 萬 | 0.5% | +126+2.3% | 加碼 | 歷史 |
| PEverpure, Inc. | CL A | 88,214 | $231.3 萬 | 0.5% | −1,597−1.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 41,378 | $228.6 萬 | 0.5% | +859+2.1% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 12,504 | $227.8 萬 | 0.5% | −2,094−14.3% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 2,449 | $222.2 萬 | 0.5% | +23+0.9% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 20,822 | $220.1 萬 | 0.5% | −403−1.9% | 減碼 | – |
| DISWalt Disney Co | Stock | 12,377 | $218.4 萬 | 0.5% | +447+3.7% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,903 | $216.7 萬 | 0.5% | +389+2.7% | 加碼 | – |
| ALLAllstate Corp | Stock | 17,021 | $215.8 萬 | 0.5% | −553−3.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 27,331 | $214.1 萬 | 0.5% | +1,664+6.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,126 | $207.8 萬 | 0.5% | +54+0.8% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 38,374 | $207.3 萬 | 0.5% | +781+2.1% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 195,885 | $195.7 萬 | 0.4% | +13,128+7.2% | 加碼 | 歷史 |
| TYGTortoise Energy Infrastructure Corp | COM | 64,364 | $194.6 萬 | 0.4% | −744−1.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 46,565 | $193.2 萬 | 0.4% | −431−0.9% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 49,460 | $191.1 萬 | 0.4% | +6,234+14.4% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 22,141 | $190.1 萬 | 0.4% | +434+2.0% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 14,138 | $186.0 萬 | 0.4% | +11+0.1% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,524 | $178.9 萬 | 0.4% | +246+5.8% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 12,138 | $178.8 萬 | 0.4% | +460+3.9% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 4,901 | $173.2 萬 | 0.4% | +74+1.5% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 54,149 | $172.4 萬 | 0.4% | +764+1.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,005 | $170.7 萬 | 0.4% | +161+2.8% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 25,906 | $169.9 萬 | 0.4% | +619+2.4% | 加碼 | 歷史 |
| NIONIO Inc. | ADR | 44,967 | $169.6 萬 | 0.4% | −2,522−5.3% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 7,814 | $166.3 萬 | 0.4% | +229+3.0% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 26,475 | $164.6 萬 | 0.4% | +1,364+5.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9,308 | $164.1 萬 | 0.4% | +326+3.6% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 4,010 | $162.8 萬 | 0.4% | −152−3.7% | 減碼 | 歷史 |
| QSQuantumScape Corp | COM CL A | 65,547 | $158.0 萬 | 0.3% | +17,336+36.0% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 10,618 | $156.7 萬 | 0.3% | +438+4.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,805 | $156.0 萬 | 0.3% | −135−3.4% | 減碼 | – |
| GMGeneral Motors Co | COM | 26,758 | $155.2 萬 | 0.3% | +873+3.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,433 | $152.9 萬 | 0.3% | +128+5.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 29,219 | $152.7 萬 | 0.3% | +2,597+9.8% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,441 | $148.9 萬 | 0.3% | −39−1.6% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 15,285 | $148.1 萬 | 0.3% | −273−1.8% | 減碼 | – |
| HPEHewlett Packard Enterprise Co | COM | 97,749 | $148.1 萬 | 0.3% | −967−1.0% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 13,840 | $145.9 萬 | 0.3% | −25−0.2% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 6,431 | $144.8 萬 | 0.3% | +88+1.4% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 2,541 | $143.5 萬 | 0.3% | +63+2.5% | 加碼 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 62,145 | $140.4 萬 | 0.3% | −2,925−4.5% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 23,373 | $136.4 萬 | 0.3% | +556+2.4% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,888 | $133.5 萬 | 0.3% | −160−3.2% | 減碼 | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 38,147 | $131.6 萬 | 0.3% | +324+0.9% | 加碼 | 歷史 |
| HQLabrdn Life Sciences Investors | SH BEN INT | 63,102 | $130.4 萬 | 0.3% | −470−0.7% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 50,710 | $130.3 萬 | 0.3% | +1,512+3.1% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 12,200 | $127.4 萬 | 0.3% | +10,614+669.0% | 加碼依 1 比 8 拆股換算 | 歷史 |
| BALLBALL Corp | COM | 13,883 | $126.8 萬 | 0.3% | +530+4.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 22,316 | $121.5 萬 | 0.3% | +1,715+8.3% | 加碼 | 歷史 |
| IGRCbre Global Real Estate Income Fund | COM | 130,145 | $116.6 萬 | 0.3% | −1,371−1.0% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 22,771 | $115.7 萬 | 0.3% | −1,443−6.0% | 減碼 | – |
選擇權（9 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 | – | $8.10 萬 |
| Cyberark Software LtdM2682V108 | SHS | – | $2.30 萬 |
| PEverpure, Inc. | CL A | – | $1.70 萬 |
| AYXAlteryx, Inc. | COM CL A | – | $9,000 |
| WYWeyerhaeuser Co | COM NEW | – | $8,000 |
| ORCLOracle Corp | Stock | – | $6,000 |
| VMWVmware LLC | CL A COM | – | $4,000 |
| SPLKSplunk Inc | COM | – | $2,000 |
| MNKDMannkind Corp | COM NEW | – | $1,000 |
2021 年第 2 季之後清倉（17 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JCIJohnson Controls International plc | Stock | 35,753 | $258.6 萬 | 0.6% | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,050 | $50.3 萬 | 0.1% | 歷史 |
| CNCCentene Corp | Stock | 7,269 | $47.2 萬 | 0.1% | 歷史 |
| CAGConagra Brands Inc. | Stock | 11,297 | $37.7 萬 | 0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,451 | $33.8 萬 | 0.1% | 歷史 |
| PFPTProofpoint Inc | COM | 1,883 | $32.9 萬 | 0.1% | 歷史 |
| NWLNewell Brands Inc. | Stock | 12,766 | $32.6 萬 | 0.1% | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 7,566 | $32.3 萬 | 0.1% | 歷史 |
| AESAES Corp | Stock | 13,244 | $32.2 萬 | 0.1% | 歷史 |
| SNASnap-on Inc | COM | 1,252 | $28.2 萬 | 0.1% | 歷史 |
| WIXWix.com Ltd. | SHS | 930 | $24.1 萬 | 0.1% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,525 | $22.5 萬 | 0.1% | – |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 2,807 | $21.2 萬 | <0.1% | 歷史 |
| RMDResmed Inc | COM | 745 | $20.5 萬 | <0.1% | 歷史 |
| GLWCorning Inc | COM | 4,957 | $20.3 萬 | <0.1% | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 5,445 | $20.2 萬 | <0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,003 | $20.0 萬 | <0.1% | 歷史 |