180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/22 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 375
- 較 2021 年第 4 季 +4
- 總值
- $4.58 億
- 較 2021 年第 4 季 +$1,316 萬 (+3.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 114,848 | $3,277 萬 | 7.2% | −367−0.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 109,494 | $1,833 萬 | 4.0% | −676−0.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,510 | $1,426 萬 | 3.1% | −5−0.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,693 | $996.6 萬 | 2.2% | −271−2.7% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 48,685 | $788.5 萬 | 1.7% | −190.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 31,696 | $703.6 萬 | 1.5% | −1,908−5.7% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 61,777 | $702.0 萬 | 1.5% | −175−0.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 9,871 | $586.6 萬 | 1.3% | −239−2.4% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 11,858 | $545.3 萬 | 1.2% | +189+1.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 61,652 | $541.1 萬 | 1.2% | −2,025−3.2% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 69,961 | $536.4 萬 | 1.2% | −452−0.6% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 2,039 | $532.2 萬 | 1.2% | +194+10.5% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 97,922 | $521.4 萬 | 1.1% | −1,631−1.6% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 8,364 | $499.9 萬 | 1.1% | −173−2.0% | 減碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 1,369,904 | $487.7 萬 | 1.1% | +332,478+32.0% | 加碼 | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 67,025 | $484.9 萬 | 1.1% | +132+0.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 21,821 | $474.2 萬 | 1.0% | +1,457+7.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,775 | $461.5 萬 | 1.0% | +145+8.9% | 加碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 59,680 | $445.1 萬 | 1.0% | −591−1.0% | 減碼 | – |
| CMCSAComcast Corp | Stock | 89,053 | $428.4 萬 | 0.9% | +48,783+121.1% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 85,683 | $427.3 萬 | 0.9% | +1,490+1.8% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 54,174 | $417.6 萬 | 0.9% | +413+0.8% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 53,730 | $415.1 萬 | 0.9% | +932+1.8% | 加碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 122,458 | $387.8 萬 | 0.8% | −1,076−0.9% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 47,258 | $383.8 萬 | 0.8% | +147+0.3% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 203,588 | $380.3 萬 | 0.8% | −10,147−4.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 21,178 | $363.9 萬 | 0.8% | −2,702−11.3% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 78,029 | $351.4 萬 | 0.8% | +2,254+3.0% | 加碼 | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 107,268 | $343.1 萬 | 0.7% | +4,900+4.8% | 加碼 | – |
| RTXRTX Corp | Stock | 31,730 | $331.7 萬 | 0.7% | +2,067+7.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,120 | $329.1 萬 | 0.7% | +579+10.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 20,536 | $323.8 萬 | 0.7% | +954+4.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 15,503 | $314.8 萬 | 0.7% | −849−5.2% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 13,367 | $305.8 萬 | 0.7% | −501−3.6% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 259,945 | $304.7 萬 | 0.7% | −25,272−8.9% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 17,715 | $300.4 萬 | 0.7% | +349+2.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 16,294 | $298.3 萬 | 0.7% | +266+1.7% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 37,610 | $294.0 萬 | 0.6% | −1,331−3.4% | 減碼 | – |
| BABoeing Co | Stock | 15,078 | $280.4 萬 | 0.6% | +437+3.0% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 6,038 | $280.4 萬 | 0.6% | +629+11.6% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 19,515 | $276.6 萬 | 0.6% | +741+3.9% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 24,492 | $270.0 萬 | 0.6% | +760+3.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 31,473 | $270.0 萬 | 0.6% | +2,966+10.4% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 19,138 | $269.9 萬 | 0.6% | −464−2.4% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 86,711 | $268.3 萬 | 0.6% | −2,824−3.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,588 | $263.4 萬 | 0.6% | +339+8.0% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 51,938 | $263.0 萬 | 0.6% | −852−1.6% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 37,554 | $255.1 萬 | 0.6% | −865−2.3% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 38,849 | $254.2 萬 | 0.6% | +1,049+2.8% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 15,721 | $238.4 萬 | 0.5% | +177+1.1% | 加碼 | – |
| VVisa Inc. | Stock | 11,037 | $238.1 萬 | 0.5% | +146+1.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 18,048 | $233.1 萬 | 0.5% | −574−3.1% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 22,332 | $231.9 萬 | 0.5% | +18+0.1% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 29,695 | $228.4 萬 | 0.5% | −41−0.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 44,053 | $228.3 萬 | 0.5% | +1,685+4.0% | 加碼 | 歷史 |
| TYGTortoise Energy Infrastructure Corp | COM | 63,106 | $225.8 萬 | 0.5% | −415−0.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 17,035 | $223.4 萬 | 0.5% | +1,049+6.6% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,662 | $216.6 萬 | 0.5% | −70−0.7% | 減碼 | – |
| MRNAModerna, Inc. | Stock | 13,908 | $212.4 萬 | 0.5% | +890+6.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,072 | $211.6 萬 | 0.5% | +62+1.0% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 29,055 | $208.7 萬 | 0.5% | +1,371+5.0% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 28,848 | $206.9 萬 | 0.5% | +486+1.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 39,785 | $199.6 萬 | 0.4% | −1,522−3.7% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 19,102 | $198.6 萬 | 0.4% | −1,000−5.0% | 減碼 | – |
| PATHUiPath, Inc. | Stock | 98,475 | $198.3 萬 | 0.4% | +49,171+99.7% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 13,491 | $195.8 萬 | 0.4% | +4,648+52.6% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 11,077 | $194.7 萬 | 0.4% | −434−3.8% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 6,283 | $193.4 萬 | 0.4% | −239−3.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 34,287 | $184.3 萬 | 0.4% | +1,171+3.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,392 | $183.8 萬 | 0.4% | +291+2.9% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 2,546 | $178.6 萬 | 0.4% | +59+2.4% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 55,271 | $176.1 萬 | 0.4% | +342+0.6% | 加碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 72,503 | $175.7 萬 | 0.4% | +11,162+18.2% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 36,569 | $175.3 萬 | 0.4% | +1,758+5.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 13,238 | $174.6 萬 | 0.4% | +467+3.7% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 22,369 | $170.9 萬 | 0.4% | −739−3.2% | 減碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 13,512 | $168.1 萬 | 0.4% | +569+4.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 8,651 | $165.6 萬 | 0.4% | +586+7.3% | 加碼 | 歷史 |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 112,290 | $165.4 萬 | 0.4% | +21,836+24.1% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 14,865 | $162.1 萬 | 0.4% | −197−1.3% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 13,663 | $159.9 萬 | 0.3% | +21+0.2% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 12,157 | $151.4 萬 | 0.3% | +693+6.0% | 加碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 18,930 | $147.4 萬 | 0.3% | −630−3.2% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,946 | $146.1 萬 | 0.3% | −150−2.5% | 減碼 | 歷史 |
| HQLabrdn Life Sciences Investors | SH BEN INT | 85,084 | $142.9 萬 | 0.3% | +16,554+24.2% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 14,098 | $140.2 萬 | 0.3% | +46+0.3% | 加碼 | – |
| SLBSLB Limited | Stock | 32,029 | $139.1 萬 | 0.3% | +5,597+21.2% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 15,720 | $137.8 萬 | 0.3% | +424+2.8% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 84,470 | $136.1 萬 | 0.3% | −5,984−6.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,315 | $132.5 萬 | 0.3% | +782+10.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,208 | $131.2 萬 | 0.3% | −28−0.9% | 減碼 | – |
| QSQuantumScape Corp | COM CL A | 72,745 | $130.6 萬 | 0.3% | −833−1.1% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 10,399 | $129.5 萬 | 0.3% | +71+0.7% | 加碼 | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 38,576 | $121.6 萬 | 0.3% | −66−0.2% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 2,517 | $120.6 萬 | 0.3% | +71+2.9% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 5,985 | $118.2 萬 | 0.3% | +2,212+58.6% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 13,050 | $118.0 萬 | 0.3% | −609−4.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,476 | $116.8 萬 | 0.3% | −594−14.6% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 58,915 | $114.8 萬 | 0.3% | −277−0.5% | 減碼 | 歷史 |
| IGRCbre Global Real Estate Income Fund | COM | 127,420 | $113.5 萬 | 0.2% | −1,254−1.0% | 減碼 | 歷史 |
2021 年第 4 季之後清倉（24 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 14,130 | $97.8 萬 | 0.2% | – |
| ATVIActivision Blizzard, Inc. | COM | 6,182 | $50.3 萬 | 0.1% | 歷史 |
| NRGNRG Energy, Inc. | Stock | 10,633 | $41.7 萬 | 0.1% | 歷史 |
| KGCKinross Gold Corp | COM | 71,469 | $40.4 萬 | 0.1% | 歷史 |
| DANDANA Inc | COM | 17,867 | $39.5 萬 | 0.1% | 歷史 |
| RRyder System Inc | COM | 4,992 | $37.4 萬 | 0.1% | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 2,086 | $36.2 萬 | 0.1% | 歷史 |
| SIVBSVB Financial Group | COM | 560 | $32.6 萬 | 0.1% | 歷史 |
| GRMNGarmin Ltd | SHS | 2,589 | $31.4 萬 | 0.1% | 歷史 |
| XLNXXilinx Inc | COM | 1,514 | $28.4 萬 | 0.1% | 歷史 |
| AXPAmerican Express Co | Stock | 1,711 | $27.2 萬 | 0.1% | 歷史 |
| Fiduciary Claymore Engry Inf31647Q205 | COM | 24,974 | $27.2 萬 | 0.1% | – |
| SPOTSpotify Technology S.A. | Stock | 1,307 | $25.6 萬 | 0.1% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 791 | $24.9 萬 | 0.1% | 歷史 |
| WIXWix.com Ltd. | SHS | 1,889 | $24.3 萬 | 0.1% | 歷史 |
| CTASCintas Corp | Stock | 637 | $24.2 萬 | 0.1% | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,085 | $24.1 萬 | 0.1% | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 1,365 | $24.0 萬 | 0.1% | 歷史 |
| CBRECbre Group, Inc. | CL A | 2,300 | $23.3 萬 | 0.1% | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 2,137 | $22.4 萬 | 0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 867 | $20.9 萬 | <0.1% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 336 | $20.9 萬 | <0.1% | 歷史 |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 2,333 | $20.2 萬 | <0.1% | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 13,850 | $19.2 萬 | <0.1% | 歷史 |