180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/11 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 368
- 較 2022 年第 1 季 −7
- 總值
- $3.92 億
- 較 2022 年第 1 季 −$6,656 萬 (−14.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 116,013 | $3,012 萬 | 7.7% | +1,165+1.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 107,630 | $1,495 萬 | 3.8% | −1,864−1.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 95,214 | $1,043 萬 | 2.7% | +5,014+5.6% | 加碼依 20 比 1 拆股換算 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 48,757 | $706.2 萬 | 1.8% | +72+0.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 10,292 | $701.7 萬 | 1.8% | +599+6.2% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 62,289 | $639.9 萬 | 1.6% | +512+0.8% | 加碼 | – |
| MNKDMannkind Corp | COM NEW | 1,439,864 | $573.1 萬 | 1.5% | +69,960+5.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 58,985 | $516.4 萬 | 1.3% | −2,667−4.3% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 69,739 | $471.9 萬 | 1.2% | −222−0.3% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 96,431 | $463.4 萬 | 1.2% | −1,491−1.5% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 9,416 | $457.4 萬 | 1.2% | −455−4.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 31,221 | $453.4 萬 | 1.2% | −475−1.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,021 | $440.9 萬 | 1.1% | −18−0.9% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 53,214 | $409.9 萬 | 1.0% | −960−1.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,798 | $391.1 萬 | 1.0% | +23+1.3% | 加碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 58,879 | $380.4 萬 | 1.0% | −801−1.3% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 86,416 | $376.3 萬 | 1.0% | +733+0.9% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 54,322 | $373.6 萬 | 1.0% | +592+1.1% | 加碼 | – |
| CMCSAComcast Corp | Stock | 92,713 | $373.5 萬 | 1.0% | +3,660+4.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,549 | $360.7 萬 | 0.9% | −815−9.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 45,133 | $357.7 萬 | 0.9% | −2,125−4.5% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 206,514 | $357.3 萬 | 0.9% | +2,926+1.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 22,097 | $353.6 萬 | 0.9% | +276+1.3% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 122,711 | $333.7 萬 | 0.9% | +253+0.2% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 80,381 | $332.8 萬 | 0.8% | +2,352+3.0% | 加碼 | – |
| AYXAlteryx, Inc. | COM CL A | 66,146 | $327.9 萬 | 0.8% | −879−1.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 33,914 | $313.4 萬 | 0.8% | +2,441+7.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,846 | $302.5 萬 | 0.8% | −274−4.5% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 6,006 | $292.1 萬 | 0.7% | −32−0.5% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,737 | $292.0 萬 | 0.7% | −5,121−43.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 16,153 | $290.0 萬 | 0.7% | −141−0.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 19,739 | $289.2 萬 | 0.7% | −1,439−6.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 29,714 | $288.3 萬 | 0.7% | −2,016−6.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 22,292 | $273.4 萬 | 0.7% | +1,756+8.6% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 15,300 | $271.4 萬 | 0.7% | −203−1.3% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 36,793 | $261.4 萬 | 0.7% | −817−2.2% | 減碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 260,275 | $260.8 萬 | 0.7% | +330+0.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 18,431 | $260.1 萬 | 0.7% | +383+2.1% | 加碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 111,065 | $248.1 萬 | 0.6% | +3,797+3.5% | 加碼 | – |
| RHIRobert Half Inc. | COM | 32,022 | $241.4 萬 | 0.6% | +24,323+315.9% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 19,318 | $238.6 萬 | 0.6% | +180+0.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,261 | $233.6 萬 | 0.6% | −327−7.1% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 24,995 | $228.4 萬 | 0.6% | +503+2.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 16,079 | $224.8 萬 | 0.6% | +1,001+6.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 11,039 | $219.9 萬 | 0.6% | +20.0% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 28,973 | $219.6 萬 | 0.6% | +125+0.4% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 36,931 | $217.6 萬 | 0.6% | −623−1.7% | 減碼 | – |
| PEverpure, Inc. | CL A | 87,885 | $217.6 萬 | 0.6% | +1,174+1.4% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 16,525 | $216.0 萬 | 0.6% | −2,990−15.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 38,506 | $215.8 萬 | 0.6% | −343−0.9% | 減碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 113,696 | $212.7 萬 | 0.5% | +15,221+15.5% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 17,711 | $212.6 萬 | 0.5% | −40.0% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 13,449 | $209.0 萬 | 0.5% | +82+0.6% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 22,124 | $207.8 萬 | 0.5% | −208−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 15,508 | $203.5 萬 | 0.5% | −213−1.4% | 減碼 | – |
| MRNAModerna, Inc. | Stock | 13,533 | $202.9 萬 | 0.5% | −375−2.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 17,414 | $198.6 萬 | 0.5% | +379+2.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 45,199 | $192.5 萬 | 0.5% | +1,146+2.6% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 36,663 | $191.8 萬 | 0.5% | −3,122−7.8% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 36,875 | $190.4 萬 | 0.5% | +2,588+7.5% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 29,543 | $188.8 萬 | 0.5% | −152−0.5% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 29,575 | $188.3 萬 | 0.5% | +520+1.8% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 18,417 | $187.5 萬 | 0.5% | −685−3.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,754 | $187.4 萬 | 0.5% | +682+11.2% | 加碼 | 歷史 |
| TYGTortoise Energy Infrastructure Corp | COM | 62,126 | $186.8 萬 | 0.5% | −980−1.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,459 | $180.3 萬 | 0.5% | −203−2.1% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 5,795 | $161.7 萬 | 0.4% | −488−7.8% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 18,656 | $158.9 萬 | 0.4% | +5,165+38.3% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 55,361 | $158.2 萬 | 0.4% | +90+0.2% | 加碼 | – |
| TELTE Connectivity plc | REG SHS | 14,161 | $157.2 萬 | 0.4% | +649+4.8% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,309 | $156.6 萬 | 0.4% | −83−0.8% | 減碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 81,516 | $155.8 萬 | 0.4% | +9,013+12.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 20,192 | $155.2 萬 | 0.4% | −2,177−9.7% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 15,292 | $155.0 萬 | 0.4% | +427+2.9% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 9,099 | $153.0 萬 | 0.4% | +448+5.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 2,470 | $152.4 萬 | 0.4% | −76−3.0% | 減碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 12,757 | $152.1 萬 | 0.4% | +600+4.9% | 加碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 10,878 | $142.3 萬 | 0.4% | −199−1.8% | 減碼 | – |
| HQLabrdn Life Sciences Investors | SH BEN INT | 94,991 | $137.7 萬 | 0.4% | +9,907+11.6% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 37,428 | $136.0 萬 | 0.3% | +859+2.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 15,691 | $135.4 萬 | 0.3% | +2,028+14.8% | 加碼 | 歷史 |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 131,048 | $132.1 萬 | 0.3% | +18,758+16.7% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 8,670 | $126.7 萬 | 0.3% | +355+4.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 12,881 | $123.8 萬 | 0.3% | −357−2.7% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 56,859 | $121.2 萬 | 0.3% | −2,056−3.5% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 13,973 | $120.0 萬 | 0.3% | −125−0.9% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 5,515 | $118.7 萬 | 0.3% | −431−7.2% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 33,016 | $117.7 萬 | 0.3% | +987+3.1% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 40,227 | $117.5 萬 | 0.3% | −11,711−22.5% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 7,897 | $114.1 萬 | 0.3% | +1,912+31.9% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 15,936 | $113.0 萬 | 0.3% | +216+1.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,181 | $111.5 萬 | 0.3% | −27−0.8% | 減碼 | – |
| LRCXLam Research Corp | COM | 2,713 | $107.1 萬 | 0.3% | +196+7.8% | 加碼 | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 39,296 | $104.6 萬 | 0.3% | +720+1.9% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,485 | $104.3 萬 | 0.3% | +9+0.3% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 80,242 | $104.0 萬 | 0.3% | −4,228−5.0% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 4,607 | $103.1 萬 | 0.3% | +473+11.4% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 10,486 | $102.1 萬 | 0.3% | +87+0.8% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 88,607 | $100.3 萬 | 0.3% | +19,223+27.7% | 加碼 | 歷史 |
| NIONIO Inc. | ADR | 45,916 | $98.1 萬 | 0.3% | +3,135+7.3% | 加碼 | 歷史 |
2022 年第 1 季之後清倉（37 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LHLabcorp Holdings Inc. | COM NEW | 2,133 | $57.8 萬 | 0.1% | 歷史 |
| CCChemours Co | Stock | 11,881 | $42.0 萬 | 0.1% | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,307 | $35.8 萬 | 0.1% | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 637 | $35.4 萬 | 0.1% | 歷史 |
| Discovery Inc25470F302 | COM SER C | 14,274 | $35.0 萬 | 0.1% | – |
| PYPLPayPal Holdings, Inc. | Stock | 3,367 | $34.9 萬 | 0.1% | 歷史 |
| RYRoyal Bank of Canada | Stock | 3,083 | $33.9 萬 | 0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,253 | $31.3 萬 | 0.1% | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 1,000 | $30.5 萬 | 0.1% | – |
| TGTTarget Corp | Stock | 1,230 | $30.3 萬 | 0.1% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 1,590 | $29.6 萬 | 0.1% | 歷史 |
| AVBAvalonbay Communities Inc | COM | 1,170 | $28.9 萬 | 0.1% | 歷史 |
| DOVDOVER Corp | COM | 1,854 | $28.1 萬 | 0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 4,510 | $27.2 萬 | 0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,182 | $26.6 萬 | 0.1% | 歷史 |
| DOWDow Inc. | Stock | 3,874 | $26.0 萬 | 0.1% | 歷史 |
| SCCOSouthern Copper Corp | Stock | 3,552 | $25.8 萬 | 0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 986 | $25.5 萬 | 0.1% | 歷史 |
| NSCNorfolk Southern Corp | Stock | 943 | $25.0 萬 | 0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 714 | $24.4 萬 | 0.1% | 歷史 |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 2,471 | $23.4 萬 | 0.1% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 884 | $23.2 萬 | 0.1% | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,705 | $23.1 萬 | 0.1% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,137 | $22.9 萬 | <0.1% | – |
| MCHPMicrochip Technology Inc | Stock | 3,268 | $22.5 萬 | <0.1% | 歷史 |
| AERAerCap Holdings N.V. | SHS | 4,215 | $22.2 萬 | <0.1% | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,199 | $22.1 萬 | <0.1% | – |
| KLACKLA Corp | COM NEW | 652 | $22.0 萬 | <0.1% | 歷史 |
| Direxion Shs ETF Tr25460G781 | DLY GOLD INDX 2X | 2,860 | $21.6 萬 | <0.1% | – |
| Paramount Global92556H206 | CL B | 5,825 | $21.1 萬 | <0.1% | – |
| MMM3M Co | Stock | 1,402 | $21.0 萬 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 404 | $20.9 萬 | <0.1% | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,607 | $20.5 萬 | <0.1% | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 904 | $20.3 萬 | <0.1% | – |
| Vanguard Communication Services ETF92204A884 | ETF | 1,715 | $20.1 萬 | <0.1% | – |
| VMRKVivmark Residential | SH BEN INT | 2,200 | $20.0 萬 | <0.1% | 歷史 |
| IVRInvesco Mortgage Capital Inc. | COM | 22,550 | $4.10 萬 | <0.1% | 歷史 |