180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/26 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 371
- 較 2021 年第 3 季 −6
- 總值
- $4.45 億
- 較 2021 年第 3 季 −$873.3 萬 (−1.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 115,215 | $3,411 萬 | 7.7% | −217−0.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 110,170 | $1,789 萬 | 4.0% | −2,040−1.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,515 | $1,288 萬 | 2.9% | −330−6.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,964 | $940.5 萬 | 2.1% | +347+3.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 33,604 | $785.5 萬 | 1.8% | +917+2.8% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 48,704 | $778.2 萬 | 1.7% | −304−0.6% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 61,952 | $680.5 萬 | 1.5% | −1,455−2.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 20,364 | $617.4 萬 | 1.4% | +863+4.4% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 99,553 | $526.6 萬 | 1.2% | −2,559−2.5% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 70,413 | $520.3 萬 | 1.2% | −625−0.9% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 10,110 | $486.9 萬 | 1.1% | −521−4.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,845 | $480.0 萬 | 1.1% | +130+7.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 63,677 | $459.6 萬 | 1.0% | −1,313−2.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 8,537 | $455.2 萬 | 1.0% | +522+6.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 47,111 | $453.7 萬 | 1.0% | −123−0.3% | 減碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 60,271 | $445.6 萬 | 1.0% | −1,083−1.8% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 84,193 | $434.1 萬 | 1.0% | +1,957+2.4% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 11,669 | $433.2 萬 | 1.0% | +2,282+24.3% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 53,761 | $431.4 萬 | 1.0% | −1,553−2.8% | 減碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 52,798 | $426.9 萬 | 1.0% | +645+1.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,630 | $425.0 萬 | 1.0% | +6+0.4% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 123,534 | $398.5 萬 | 0.9% | −4,064−3.2% | 減碼 | – |
| MNKDMannkind Corp | COM NEW | 1,037,426 | $393.2 萬 | 0.9% | +117,971+12.8% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 75,775 | $376.3 萬 | 0.8% | +671+0.9% | 加碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 213,735 | $375.5 萬 | 0.8% | +7,585+3.7% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 16,352 | $367.9 萬 | 0.8% | +784+5.0% | 加碼 | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 66,893 | $355.1 萬 | 0.8% | +10,039+17.7% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 13,868 | $335.5 萬 | 0.8% | −1,808−11.5% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 19,602 | $323.3 萬 | 0.7% | +527+2.8% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 14,763 | $304.9 萬 | 0.7% | +1,520+11.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 23,880 | $303.1 萬 | 0.7% | −1,073−4.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 14,641 | $300.8 萬 | 0.7% | +190+1.3% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 38,941 | $292.8 萬 | 0.7% | −385−1.0% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 38,419 | $277.3 萬 | 0.6% | −962−2.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 19,582 | $274.5 萬 | 0.6% | +650+3.4% | 加碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 102,368 | $273.3 萬 | 0.6% | +6,880+7.2% | 加碼 | – |
| PLDPrologis, Inc. | REIT | 17,366 | $269.9 萬 | 0.6% | −119−0.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 29,736 | $265.2 萬 | 0.6% | −285−0.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 16,028 | $264.3 萬 | 0.6% | −1,313−7.6% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 285,217 | $261.5 萬 | 0.6% | +89,332+45.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 29,663 | $258.7 萬 | 0.6% | +264+0.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,541 | $255.5 萬 | 0.6% | +53+1.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 37,800 | $255.0 萬 | 0.6% | +27,804+278.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 23,732 | $250.6 萬 | 0.6% | +1,396+6.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,249 | $246.6 萬 | 0.6% | +15+0.4% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 18,622 | $240.9 萬 | 0.5% | +93+0.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 42,368 | $240.1 萬 | 0.5% | +990+2.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 15,986 | $231.9 萬 | 0.5% | −261−1.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 28,507 | $228.0 萬 | 0.5% | +1,176+4.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,522 | $227.7 萬 | 0.5% | −248−3.7% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 22,314 | $226.6 萬 | 0.5% | +173+0.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 10,891 | $224.3 萬 | 0.5% | +280+2.6% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 18,774 | $224.2 萬 | 0.5% | +1,753+10.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 15,544 | $223.9 萬 | 0.5% | +641+4.3% | 加碼 | – |
| PEverpure, Inc. | CL A | 89,535 | $221.4 萬 | 0.5% | +1,321+1.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 41,307 | $218.1 萬 | 0.5% | −5,258−11.3% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 52,790 | $216.4 萬 | 0.5% | +3,330+6.7% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 5,409 | $215.7 萬 | 0.5% | +885+19.6% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,732 | $215.0 萬 | 0.5% | −494−4.8% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 20,102 | $211.2 萬 | 0.5% | −720−3.5% | 減碼 | – |
| MRNAModerna, Inc. | Stock | 13,018 | $208.4 萬 | 0.5% | +876+7.2% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 40,270 | $200.3 萬 | 0.5% | +1,896+4.9% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 2,487 | $199.2 萬 | 0.4% | +38+1.6% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 28,362 | $195.8 萬 | 0.4% | +1,887+7.1% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 12,943 | $195.3 萬 | 0.4% | +805+6.6% | 加碼 | 歷史 |
| TYGTortoise Energy Infrastructure Corp | COM | 63,521 | $184.3 萬 | 0.4% | −843−1.3% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 13,642 | $184.2 萬 | 0.4% | −496−3.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,010 | $183.4 萬 | 0.4% | +5+0.1% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 27,684 | $181.6 萬 | 0.4% | +1,778+6.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 34,811 | $181.2 萬 | 0.4% | +12,495+56.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 8,065 | $176.3 萬 | 0.4% | +939+13.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 33,116 | $176.0 萬 | 0.4% | +3,897+13.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 12,771 | $175.4 萬 | 0.4% | +394+3.2% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 54,929 | $171.7 萬 | 0.4% | +780+1.4% | 加碼 | – |
| PATHUiPath, Inc. | Stock | 49,304 | $171.2 萬 | 0.4% | +39,485+402.1% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,101 | $170.2 萬 | 0.4% | +793+8.5% | 加碼 | – |
| TWLOTwilio Inc | CL A | 8,843 | $169.8 萬 | 0.4% | +3,942+80.4% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 11,464 | $159.7 萬 | 0.4% | +846+8.0% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 11,511 | $157.6 萬 | 0.4% | −993−7.9% | 減碼 | – |
| TAT&T Inc. | Stock | 59,192 | $157.5 萬 | 0.4% | +8,482+16.7% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 15,062 | $152.2 萬 | 0.3% | −223−1.5% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 6,096 | $150.2 萬 | 0.3% | −335−5.2% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 2,446 | $148.2 萬 | 0.3% | −95−3.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 23,108 | $146.8 萬 | 0.3% | −265−1.1% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 90,454 | $146.0 萬 | 0.3% | −7,295−7.5% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 61,341 | $143.1 萬 | 0.3% | +15,595+34.1% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 14,052 | $142.1 萬 | 0.3% | +212+1.5% | 加碼 | – |
| ABBNYABB Ltd | SPONSORED ADR | 38,642 | $140.6 萬 | 0.3% | +495+1.3% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,070 | $140.0 萬 | 0.3% | +60+1.5% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 15,296 | $135.1 萬 | 0.3% | +1,413+10.2% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 24,507 | $130.6 萬 | 0.3% | −2,251−8.4% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,236 | $130.3 萬 | 0.3% | −569−15.0% | 減碼 | – |
| BHPBHP Group Ltd | ADR | 19,560 | $127.1 萬 | 0.3% | +1,729+9.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,533 | $122.5 萬 | 0.3% | +326+4.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,045 | $121.0 萬 | 0.3% | +612+25.2% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,413 | $120.6 萬 | 0.3% | −28−1.1% | 減碼 | 歷史 |
| HQLabrdn Life Sciences Investors | SH BEN INT | 68,530 | $119.1 萬 | 0.3% | +5,428+8.6% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,511 | $118.4 萬 | 0.3% | −126−1.3% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 10,328 | $116.3 萬 | 0.3% | +500+5.1% | 加碼 | 歷史 |
| QSQuantumScape Corp | COM CL A | 73,578 | $115.7 萬 | 0.3% | +8,031+12.3% | 加碼 | 歷史 |
選擇權（11 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 | – | $9.70 萬 |
| AYXAlteryx, Inc. | COM CL A | – | $5.90 萬 |
| Cyberark Software LtdM2682V108 | SHS | – | $5.50 萬 |
| PEverpure, Inc. | CL A | – | $5.00 萬 |
| WYWeyerhaeuser Co | COM NEW | – | $2.70 萬 |
| VMWVmware LLC | CL A COM | – | $2.50 萬 |
| ORCLOracle Corp | Stock | – | $1.60 萬 |
| QSQuantumScape Corp | COM CL A | – | $1.60 萬 |
| BABAAlibaba Group Holding Ltd | ADR | – | $1.20 萬 |
| SPLKSplunk Inc | COM | – | $1.20 萬 |
| MNKDMannkind Corp | COM NEW | – | $2,000 |
2021 年第 3 季之後清倉（33 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DGDollar General Corp | COM | 7,814 | $166.3 萬 | 0.4% | 歷史 |
| Direxion Shs ETF Tr25459Y694 | DLY FIN BULL NEW | 4,000 | $54.1 萬 | 0.1% | – |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 16,135 | $45.6 萬 | 0.1% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 5,450 | $41.4 萬 | 0.1% | 歷史 |
| SESea Ltd | SPONSORD ADS | 1,139 | $40.4 萬 | 0.1% | 歷史 |
| BAXBaxter International Inc | Stock | 4,938 | $39.4 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717X719 | CHINADIV EX FI | 6,882 | $38.1 萬 | 0.1% | – |
| TWTRTwitter, Inc. | COM | 6,060 | $38.0 萬 | 0.1% | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 899 | $36.4 萬 | 0.1% | 歷史 |
| CLWClearwater Paper Corp | COM | 9,587 | $35.1 萬 | 0.1% | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 2,400 | $31.0 萬 | 0.1% | – |
| APTVAptiv PLC | SHS | 1,650 | $27.8 萬 | 0.1% | 歷史 |
| ASANAsana, Inc. | CL A | 2,182 | $25.3 萬 | 0.1% | 歷史 |
| MARMarriott International Inc | Stock | 1,576 | $25.2 萬 | 0.1% | 歷史 |
| TEAMAtlassian Corp | CL A | 613 | $25.1 萬 | 0.1% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,697 | $24.8 萬 | 0.1% | 歷史 |
| NWSANews Corp | CL A | 10,332 | $24.7 萬 | 0.1% | 歷史 |
| MGAMagna International Inc | COM | 2,869 | $24.7 萬 | 0.1% | 歷史 |
| CDWCDW Corp | COM | 1,326 | $23.6 萬 | 0.1% | 歷史 |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 4,719 | $23.2 萬 | 0.1% | – |
| BIDUBaidu, Inc. | ADR | 1,391 | $22.8 萬 | 0.1% | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,290 | $22.2 萬 | <0.1% | 歷史 |
| Shaw Communications Inc82028K200 | CL B CONV | 7,422 | $21.8 萬 | <0.1% | – |
| DHRDanaher Corp | Stock | 717 | $21.6 萬 | <0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 761 | $21.4 萬 | <0.1% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 718 | $20.5 萬 | <0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,964 | $20.2 萬 | <0.1% | – |
| FLNGFlex LNG Ltd. | SHS | 10,000 | $19.0 萬 | <0.1% | 歷史 |
| NAZNuveen Arizona Quality Municipal Income Fund | COM | 11,321 | $18.1 萬 | <0.1% | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 10,456 | $17.0 萬 | <0.1% | 歷史 |
| EDSAEdesa Biotech, Inc. | COM | 20,000 | $15.6 萬 | <0.1% | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 10,439 | $10.1 萬 | <0.1% | 歷史 |
| VEONVEON Ltd. | SPONSORED ADR | 10,000 | $2.30 萬 | <0.1% | 歷史 |