180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/2 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 366
- 較 2022 年第 3 季 +10
- 總值
- $4.25 億
- 較 2022 年第 3 季 +$6,187 萬 (+17.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 114,643 | $2,843 萬 | 6.7% | +180.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 107,876 | $1,553 萬 | 3.7% | −1,027−0.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 95,513 | $947.7 萬 | 2.2% | +1,126+1.2% | 加碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 1,468,147 | $779.6 萬 | 1.8% | −17,188−1.2% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 48,375 | $752.0 萬 | 1.8% | +47+0.1% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 63,918 | $707.5 萬 | 1.7% | +678+1.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 55,379 | $652.1 萬 | 1.5% | −4,971−8.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 28,766 | $569.6 萬 | 1.3% | −691−2.3% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 68,576 | $515.6 萬 | 1.2% | −91−0.1% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 45,730 | $497.4 萬 | 1.2% | +1,765+4.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 30,194 | $483.9 萬 | 1.1% | −198−0.7% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 261,238 | $483.0 萬 | 1.1% | +11,476+4.6% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 91,910 | $470.9 萬 | 1.1% | −1,491−1.6% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 7,804 | $467.2 萬 | 1.1% | +22+0.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,337 | $465.3 萬 | 1.1% | −38−0.4% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 88,160 | $438.7 萬 | 1.0% | +614+0.7% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 54,511 | $404.6 萬 | 1.0% | −260−0.5% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 39,999 | $396.6 萬 | 0.9% | −185−0.5% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 91,400 | $394.7 萬 | 0.9% | +8,685+10.5% | 加碼 | – |
| iShares Tr464287572 | GLOBAL 100 ETF | 56,932 | $387.2 萬 | 0.9% | −592−1.0% | 減碼 | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 145,668 | $375.7 萬 | 0.9% | +15,093+11.6% | 加碼 | – |
| CMCSAComcast Corp | Stock | 91,615 | $370.2 萬 | 0.9% | −852−0.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 19,463 | $365.5 萬 | 0.9% | −236−1.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 36,953 | $360.4 萬 | 0.8% | +84+0.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 32,512 | $347.5 萬 | 0.8% | −1,578−4.6% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 45,522 | $346.7 萬 | 0.8% | −5,749−11.2% | 減碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 248,079 | $334.9 萬 | 0.8% | −2,103−0.8% | 減碼 | 歷史 |
| BABoeing Co | Stock | 15,687 | $333.7 萬 | 0.8% | −755−4.6% | 減碼 | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 57,094 | $316.0 萬 | 0.7% | −3,795−6.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,714 | $308.7 萬 | 0.7% | −378−5.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,163 | $303.5 萬 | 0.7% | −196−3.1% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 102,490 | $302.3 萬 | 0.7% | −20,866−16.9% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 32,158 | $300.5 萬 | 0.7% | +22,517+233.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 20,806 | $295.9 萬 | 0.7% | −1,709−7.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 19,714 | $290.4 萬 | 0.7% | −375−1.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 28,082 | $281.5 萬 | 0.7% | −1,559−5.3% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 13,227 | $266.9 萬 | 0.6% | −454−3.3% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 19,818 | $265.5 萬 | 0.6% | +555+2.9% | 加碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 115,366 | $265.0 萬 | 0.6% | +6,181+5.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 31,892 | $263.0 萬 | 0.6% | −5,958−15.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,411 | $257.7 萬 | 0.6% | +1,086+6.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,135 | $255.6 萬 | 0.6% | −1,039−6.4% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 34,962 | $254.9 萬 | 0.6% | −622−1.7% | 減碼 | – |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 213,329 | $251.1 萬 | 0.6% | +41,480+24.1% | 加碼 | – |
| RHIRobert Half Inc. | COM | 30,880 | $249.5 萬 | 0.6% | +3,198+11.6% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 12,879 | $248.9 萬 | 0.6% | −293−2.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 18,199 | $244.7 萬 | 0.6% | −539−2.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 10,889 | $244.7 萬 | 0.6% | −151−1.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,198 | $242.4 萬 | 0.6% | +3+0.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 20,428 | $236.1 萬 | 0.6% | +4,274+26.5% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 34,952 | $235.2 萬 | 0.6% | −1,046−2.9% | 減碼 | – |
| PEverpure, Inc. | CL A | 80,904 | $228.5 萬 | 0.5% | −5,570−6.4% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 17,808 | $228.0 萬 | 0.5% | +320+1.8% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 29,031 | $226.6 萬 | 0.5% | −689−2.3% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 29,305 | $225.1 萬 | 0.5% | −2,547−8.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,029 | $218.6 萬 | 0.5% | +194+2.8% | 加碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 149,229 | $217.3 萬 | 0.5% | +2,870+2.0% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 24,605 | $215.7 萬 | 0.5% | +786+3.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,957 | $214.7 萬 | 0.5% | −106−0.7% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 44,260 | $214.0 萬 | 0.5% | −195−0.4% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,808 | $213.2 萬 | 0.5% | −438−8.3% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 28,432 | $205.3 萬 | 0.5% | −559−1.9% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 44,886 | $204.0 萬 | 0.5% | +3,294+7.9% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 34,293 | $197.1 萬 | 0.5% | −256−0.7% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 23,843 | $195.1 萬 | 0.5% | −281−1.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,576 | $194.5 萬 | 0.5% | +32+0.3% | 加碼 | – |
| TYGTortoise Energy Infrastructure Corp | COM | 56,292 | $189.1 萬 | 0.4% | −1,704−2.9% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 2,449 | $185.9 萬 | 0.4% | −12−0.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,770 | $181.1 萬 | 0.4% | +3+0.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,815 | $180.9 萬 | 0.4% | +3,788+42.0% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 57,487 | $175.4 萬 | 0.4% | +790+1.4% | 加碼 | – |
| TWLOTwilio Inc | CL A | 29,326 | $174.3 萬 | 0.4% | +4,894+20.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 42,722 | $172.0 萬 | 0.4% | +3,494+8.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,071 | $171.5 萬 | 0.4% | −184−1.8% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 62,178 | $169.6 萬 | 0.4% | +29,448+90.0% | 加碼 | – |
| ZSZscaler, Inc. | Stock | 13,520 | $169.3 萬 | 0.4% | +167+1.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 10,166 | $167.8 萬 | 0.4% | +2,280+28.9% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 13,484 | $167.6 萬 | 0.4% | −404−2.9% | 減碼 | 歷史 |
| HQLabrdn Life Sciences Investors | SH BEN INT | 109,458 | $161.9 萬 | 0.4% | +6,126+5.9% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 24,607 | $158.9 萬 | 0.4% | +8,289+50.8% | 加碼 | – |
| PFEPfizer Inc | Stock | 35,574 | $157.4 萬 | 0.4% | −2,866−7.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 51,158 | $147.0 萬 | 0.3% | +25,508+99.4% | 加碼 | – |
| Cyberark Software LtdM2682V108 | SHS | 10,542 | $146.3 萬 | 0.3% | −196−1.8% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 13,815 | $146.0 萬 | 0.3% | −649−4.5% | 減碼 | – |
| IFFInternational Flavors & Fragrances Inc | COM | 13,101 | $144.9 萬 | 0.3% | +494+3.9% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 88,510 | $143.6 萬 | 0.3% | −4,889−5.2% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 9,349 | $142.5 萬 | 0.3% | +1,220+15.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 19,491 | $142.3 萬 | 0.3% | +1,396+7.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 12,610 | $138.3 萬 | 0.3% | −636−4.8% | 減碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 18,984 | $135.2 萬 | 0.3% | +504+2.7% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 14,315 | $132.8 萬 | 0.3% | +434+3.1% | 加碼 | – |
| INTCIntel Corp | Stock | 43,070 | $129.6 萬 | 0.3% | +3,243+8.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 2,557 | $127.3 萬 | 0.3% | +47+1.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,310 | $123.1 萬 | 0.3% | +8+0.2% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 6,029 | $121.5 萬 | 0.3% | +528+9.6% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,297 | $120.8 萬 | 0.3% | +168+3.3% | 加碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,288 | $120.3 萬 | 0.3% | −4,801−28.1% | 減碼 | – |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 33,248 | $120.2 萬 | 0.3% | +33,248 | 新進 | – |
| TAT&T Inc. | Stock | 59,280 | $118.6 萬 | 0.3% | −2,016−3.3% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,282 | $110.6 萬 | 0.3% | +905+20.7% | 加碼 | 歷史 |
2022 年第 3 季之後清倉（34 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BNSBank of Nova Scotia | COM | 12,512 | $59.5 萬 | 0.2% | 歷史 |
| DHIHorton D R Inc | COM | 7,753 | $52.2 萬 | 0.1% | 歷史 |
| UVIXVS Trust | 2X LONG VIX FUT | 35,000 | $48.9 萬 | 0.1% | 歷史 |
| PCARPaccar Inc | COM | 4,764 | $39.9 萬 | 0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 7,587 | $38.2 萬 | 0.1% | 歷史 |
| BWABorgwarner Inc | COM | 11,685 | $36.7 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717X719 | CHINADIV EX FI | 10,781 | $34.0 萬 | 0.1% | – |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 17,563 | $33.8 萬 | 0.1% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 809 | $32.5 萬 | 0.1% | 歷史 |
| TGTTarget Corp | Stock | 2,105 | $31.2 萬 | 0.1% | 歷史 |
| MKSIMKS Inc | COM | 3,736 | $30.9 萬 | 0.1% | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,239 | $30.0 萬 | 0.1% | 歷史 |
| SUMSummit Materials, Inc. | CL A | 12,489 | $29.9 萬 | 0.1% | 歷史 |
| LNCLincoln National Corp | COM | 6,752 | $29.6 萬 | 0.1% | 歷史 |
| TSNTyson Foods, Inc. | Stock | 4,320 | $28.5 萬 | 0.1% | 歷史 |
| GPIGroup 1 Automotive Inc | COM | 1,996 | $28.5 萬 | 0.1% | 歷史 |
| CRICarters Inc | COM | 4,190 | $27.5 萬 | 0.1% | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 11,668 | $26.6 萬 | 0.1% | – |
| DHRDanaher Corp | Stock | 999 | $25.8 萬 | 0.1% | 歷史 |
| CCitigroup Inc | Stock | 5,957 | $24.8 萬 | 0.1% | 歷史 |
| Signature BK New York N Y82669G104 | COM | 1,583 | $23.9 萬 | 0.1% | – |
| FBINFortune Brands Innovations, Inc. | COM | 4,434 | $23.8 萬 | 0.1% | 歷史 |
| DGXQuest Diagnostics Inc | COM | 1,921 | $23.6 萬 | 0.1% | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 1,060 | $23.5 萬 | 0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,121 | $23.3 萬 | 0.1% | 歷史 |
| CNCCentene Corp | Stock | 2,837 | $22.1 萬 | 0.1% | 歷史 |
| MHKMohawk Industries Inc | COM | 2,392 | $21.8 萬 | 0.1% | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 3,271 | $21.8 萬 | 0.1% | 歷史 |
| ECLEcolab Inc. | Stock | 1,482 | $21.4 萬 | 0.1% | 歷史 |
| MSMorgan Stanley | Stock | 2,692 | $21.3 萬 | 0.1% | 歷史 |
| HUNHuntsman CORP | COM | 8,318 | $20.4 萬 | 0.1% | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 3,073 | $20.1 萬 | 0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 10,397 | $18.2 萬 | 0.1% | 歷史 |
| WITWipro Ltd | SPON ADR 1 SH | 19,230 | $9.10 萬 | <0.1% | 歷史 |