180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/12 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 356
- 較 2022 年第 2 季 −12
- 總值
- $3.63 億
- 較 2022 年第 2 季 −$2,829 萬 (−7.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 114,625 | $2,670 萬 | 7.3% | −1,388−1.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 108,903 | $1,505 萬 | 4.1% | +1,273+1.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 94,387 | $1,067 萬 | 2.9% | −827−0.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 30,392 | $806.2 萬 | 2.2% | −484−1.6% | 減碼依 3 比 1 拆股換算 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 48,328 | $653.2 萬 | 1.8% | −429−0.9% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 63,240 | $600.0 萬 | 1.7% | +951+1.5% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 60,350 | $526.9 萬 | 1.5% | +1,365+2.3% | 加碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 1,485,335 | $459.0 萬 | 1.3% | +45,471+3.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,375 | $442.8 萬 | 1.2% | −41−0.4% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 68,667 | $429.9 萬 | 1.2% | −1,072−1.5% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 93,401 | $415.4 萬 | 1.1% | −3,030−3.1% | 減碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 249,762 | $397.6 萬 | 1.1% | +43,248+20.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 40,184 | $386.4 萬 | 1.1% | −236−0.6% | 減碼依 20 比 1 拆股換算 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 51,271 | $383.6 萬 | 1.1% | −1,943−3.7% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 43,965 | $370.5 萬 | 1.0% | −1,168−2.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 29,457 | $357.6 萬 | 1.0% | −1,764−5.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 36,869 | $352.7 萬 | 1.0% | +909+2.5% | 加碼依 20 比 1 拆股換算 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,782 | $345.5 萬 | 1.0% | +233+3.1% | 加碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 57,524 | $342.4 萬 | 0.9% | −1,355−2.3% | 減碼 | – |
| AYXAlteryx, Inc. | COM CL A | 60,889 | $340.0 萬 | 0.9% | −5,257−7.9% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 54,771 | $339.5 萬 | 0.9% | +449+0.8% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 87,546 | $337.3 萬 | 0.9% | +1,130+1.3% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 6,359 | $321.1 萬 | 0.9% | +513+8.8% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 82,715 | $301.8 萬 | 0.8% | +2,334+2.9% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 34,090 | $293.6 萬 | 0.8% | +176+0.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 22,515 | $292.0 萬 | 0.8% | +223+1.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 19,699 | $283.0 萬 | 0.8% | −40−0.2% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 123,356 | $277.9 萬 | 0.8% | +645+0.5% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 250,182 | $276.0 萬 | 0.8% | −10,093−3.9% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 7,092 | $274.0 萬 | 0.8% | +355+5.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 20,089 | $272.6 萬 | 0.8% | −2,008−9.1% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 92,467 | $271.2 萬 | 0.7% | −246−0.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 16,174 | $264.2 萬 | 0.7% | +21+0.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 13,681 | $256.9 萬 | 0.7% | −1,619−10.6% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 5,246 | $246.7 萬 | 0.7% | −760−12.7% | 減碼 | 歷史 |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 130,575 | $245.0 萬 | 0.7% | +19,510+17.6% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 31,852 | $244.0 萬 | 0.7% | +2,879+9.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 29,641 | $242.6 萬 | 0.7% | −73−0.2% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 86,474 | $236.7 萬 | 0.7% | −1,411−1.6% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 35,584 | $235.2 萬 | 0.6% | −1,209−3.3% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 37,850 | $235.1 萬 | 0.6% | −656−1.7% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 23,819 | $227.2 萬 | 0.6% | +1,695+7.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 18,738 | $222.6 萬 | 0.6% | +307+1.7% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 13,353 | $219.5 萬 | 0.6% | −96−0.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 19,263 | $217.6 萬 | 0.6% | −55−0.3% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 29,720 | $213.6 萬 | 0.6% | +177+0.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,195 | $212.8 萬 | 0.6% | −66−1.5% | 減碼 | 歷史 |
| RHIRobert Half Inc. | COM | 27,682 | $211.8 萬 | 0.6% | −4,340−13.6% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 16,254 | $202.4 萬 | 0.6% | −271−1.6% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 109,185 | $199.5 萬 | 0.5% | +27,669+33.9% | 加碼 | 歷史 |
| BABoeing Co | Stock | 16,442 | $199.1 萬 | 0.5% | +363+2.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 11,040 | $196.1 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 24,124 | $194.8 萬 | 0.5% | −871−3.5% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 35,998 | $189.6 萬 | 0.5% | −933−2.5% | 減碼 | – |
| PATHUiPath, Inc. | Stock | 146,359 | $184.6 萬 | 0.5% | +32,663+28.7% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 15,063 | $183.4 萬 | 0.5% | −445−2.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,835 | $182.5 萬 | 0.5% | +81+1.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 17,325 | $181.0 萬 | 0.5% | −89−0.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 44,455 | $177.8 萬 | 0.5% | −744−1.6% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 17,488 | $177.7 萬 | 0.5% | −223−1.3% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 28,991 | $176.2 萬 | 0.5% | −584−2.0% | 減碼 | 歷史 |
| TYGTortoise Energy Infrastructure Corp | COM | 57,996 | $173.7 萬 | 0.5% | −4,130−6.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,544 | $171.3 萬 | 0.5% | +85+0.9% | 加碼 | – |
| TWLOTwilio Inc | CL A | 24,432 | $168.9 萬 | 0.5% | +5,776+31.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 38,440 | $168.2 萬 | 0.5% | +1,777+4.8% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 17,089 | $164.2 萬 | 0.5% | −1,328−7.2% | 減碼 | – |
| Cyberark Software LtdM2682V108 | SHS | 10,738 | $161.0 萬 | 0.4% | −140−1.3% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 5,767 | $159.1 萬 | 0.4% | −28−0.5% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 13,172 | $155.8 萬 | 0.4% | −361−2.7% | 減碼 | 歷史 |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 171,849 | $153.5 萬 | 0.4% | +40,801+31.1% | 加碼 | – |
| TELTE Connectivity plc | REG SHS | 13,888 | $153.3 萬 | 0.4% | −273−1.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 39,228 | $149.0 萬 | 0.4% | +2,353+6.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,255 | $147.1 萬 | 0.4% | −54−0.5% | 減碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 56,697 | $145.9 萬 | 0.4% | +1,336+2.4% | 加碼 | – |
| HQLabrdn Life Sciences Investors | SH BEN INT | 103,332 | $141.2 萬 | 0.4% | +8,341+8.8% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 8,129 | $138.2 萬 | 0.4% | +232+2.9% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 2,461 | $135.4 萬 | 0.4% | −9−0.4% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 16,154 | $132.4 萬 | 0.4% | +463+3.0% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 14,464 | $132.0 萬 | 0.4% | −828−5.4% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 18,095 | $128.6 萬 | 0.4% | −2,097−10.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 13,246 | $125.0 萬 | 0.3% | +365+2.8% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 34,549 | $124.0 萬 | 0.3% | +1,533+4.6% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 12,607 | $114.5 萬 | 0.3% | −150−1.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,027 | $114.0 萬 | 0.3% | +357+4.1% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 41,592 | $113.7 萬 | 0.3% | +1,365+3.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,886 | $113.4 萬 | 0.3% | −1,213−13.3% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 93,399 | $111.9 萬 | 0.3% | +13,157+16.4% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 13,881 | $109.5 萬 | 0.3% | −92−0.7% | 減碼 | – |
| GDGeneral Dynamics Corp | Stock | 5,129 | $108.8 萬 | 0.3% | +522+11.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,302 | $108.4 萬 | 0.3% | +121+3.8% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 5,501 | $107.2 萬 | 0.3% | −14−0.3% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 39,827 | $102.6 萬 | 0.3% | +2,399+6.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,380 | $99.0 萬 | 0.3% | −105−3.0% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 61,296 | $94.0 萬 | 0.3% | +4,437+7.8% | 加碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 18,480 | $92.5 萬 | 0.3% | +2,030+12.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 2,510 | $91.9 萬 | 0.3% | −203−7.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,508 | $89.9 萬 | 0.2% | +4+0.2% | 加碼 | – |
| EWEdwards Lifesciences Corp | Stock | 10,405 | $86.0 萬 | 0.2% | −81−0.8% | 減碼 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 52,972 | $85.7 萬 | 0.2% | −921−1.7% | 減碼 | – |
| GMGeneral Motors Co | COM | 26,718 | $85.7 萬 | 0.2% | +228+0.9% | 加碼 | 歷史 |
2022 年第 2 季之後清倉（36 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EQNREquinor ASA | SPONSORED ADR | 13,689 | $46.3 萬 | 0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 1,326 | $34.0 萬 | 0.1% | 歷史 |
| DREDuke Realty Corp | COM NEW | 5,978 | $33.6 萬 | 0.1% | 歷史 |
| BNOUnited States Brent Oil Fund, LP | ETF | 10,000 | $33.3 萬 | 0.1% | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 4,000 | $32.7 萬 | 0.1% | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 4,602 | $31.8 萬 | 0.1% | 歷史 |
| VFCV F Corp | Stock | 6,978 | $30.8 萬 | 0.1% | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 5,397 | $28.1 萬 | 0.1% | 歷史 |
| FIVEFive Below, Inc | COM | 2,486 | $28.1 萬 | 0.1% | 歷史 |
| UHSUniversal Health Services Inc | CL B | 2,603 | $27.6 萬 | 0.1% | 歷史 |
| DTDynatrace, Inc. | Stock | 6,692 | $27.4 萬 | 0.1% | 歷史 |
| MNSTMonster Beverage Corp | COM | 2,874 | $27.2 萬 | 0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 399 | $26.3 萬 | 0.1% | 歷史 |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 7,359 | $25.4 萬 | 0.1% | – |
| INTUIntuit Inc. | Stock | 647 | $25.1 萬 | 0.1% | 歷史 |
| AONAon plc | CL A | 896 | $24.5 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 858 | $24.1 萬 | 0.1% | 歷史 |
| CPAYCorpay, Inc. | COM | 1,010 | $21.6 萬 | 0.1% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,643 | $21.3 萬 | 0.1% | – |
| ENBEnbridge Inc | Stock | 4,997 | $21.3 萬 | 0.1% | 歷史 |
| BIDUBaidu, Inc. | ADR | 1,406 | $21.3 萬 | 0.1% | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 967 | $21.0 萬 | 0.1% | 歷史 |
| CCICrown Castle Inc. | REIT | 1,221 | $21.0 萬 | 0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 727 | $20.9 萬 | 0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 9,700 | $20.7 萬 | 0.1% | 歷史 |
| NEMNEWMONT Corp | Stock | 3,356 | $20.5 萬 | 0.1% | 歷史 |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 8,394 | $20.5 萬 | 0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 851 | $20.3 萬 | 0.1% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,386 | $20.3 萬 | 0.1% | – |
| DUKDuke Energy CORP | Stock | 1,846 | $20.2 萬 | 0.1% | 歷史 |
| PKGPackaging Corp of America | Stock | 1,456 | $20.2 萬 | 0.1% | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 611 | $20.0 萬 | 0.1% | – |
| BCSBarclays PLC | ADR | 23,049 | $17.5 萬 | <0.1% | 歷史 |
| WEATTeucrium Commodity Trust | WHEAT FD | 10,000 | $8.60 萬 | <0.1% | 歷史 |
| COOKTraeger, Inc. | COMMON STOCK | 11,729 | $5.30 萬 | <0.1% | 歷史 |
| OTRKOntrak, Inc. | COM | 28,650 | $3.10 萬 | <0.1% | 歷史 |