180 Wealth Advisors, LLC
- SEC CIK
- 0001730817
- 最新申報
- 2026/7/7
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/7 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 365
- 較 2022 年第 4 季 −1
- 總值
- $4.30 億
- 較 2022 年第 4 季 +$457.6 萬 (+1.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 114,389 | $3,298 萬 | 7.7% | −254−0.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 106,736 | $1,760 萬 | 4.1% | −1,140−1.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 96,701 | $998.8 萬 | 2.3% | +1,188+1.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 27,202 | $755.6 萬 | 1.8% | −1,564−5.4% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 48,833 | $752.1 萬 | 1.7% | +458+0.9% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 64,169 | $677.0 萬 | 1.6% | +251+0.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 29,912 | $620.5 萬 | 1.4% | −282−0.9% | 減碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 1,482,638 | $607.9 萬 | 1.4% | +14,491+1.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 51,138 | $560.8 萬 | 1.3% | −4,241−7.7% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 67,620 | $498.9 萬 | 1.2% | −956−1.4% | 減碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 262,312 | $495.0 萬 | 1.2% | +1,074+0.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,546 | $484.1 萬 | 1.1% | −258−3.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 45,488 | $473.7 萬 | 1.1% | −242−0.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,353 | $464.7 萬 | 1.1% | +16+0.2% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 90,260 | $451.2 萬 | 1.0% | −1,650−1.8% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 40,789 | $424.2 萬 | 1.0% | +790+2.0% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 87,230 | $423.3 萬 | 1.0% | −930−1.1% | 減碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 56,451 | $415.9 萬 | 1.0% | +1,940+3.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 38,177 | $396.0 萬 | 0.9% | +1,224+3.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 18,683 | $396.0 萬 | 0.9% | −1,031−5.2% | 減碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 56,303 | $394.5 萬 | 0.9% | −629−1.1% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 93,615 | $378.2 萬 | 0.9% | +2,215+2.4% | 加碼 | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 146,998 | $370.0 萬 | 0.9% | +1,330+0.9% | 加碼 | – |
| CMCSAComcast Corp | Stock | 90,675 | $343.7 萬 | 0.8% | −940−1.0% | 減碼 | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 56,719 | $333.7 萬 | 0.8% | −375−0.7% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 43,256 | $330.9 萬 | 0.8% | −2,266−5.0% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 31,030 | $330.1 萬 | 0.8% | −1,482−4.6% | 減碼 | 歷史 |
| BABoeing Co | Stock | 15,347 | $326.0 萬 | 0.8% | −340−2.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 19,724 | $321.8 萬 | 0.7% | +261+1.3% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 243,923 | $304.2 萬 | 0.7% | −4,156−1.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 31,521 | $293.2 萬 | 0.7% | −637−2.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 19,464 | $287.0 萬 | 0.7% | −1,342−6.5% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 101,213 | $278.2 萬 | 0.6% | −1,277−1.2% | 減碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 119,095 | $275.2 萬 | 0.6% | +3,729+3.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,776 | $273.0 萬 | 0.6% | −938−14.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 34,702 | $271.9 萬 | 0.6% | +2,810+8.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 27,656 | $270.8 萬 | 0.6% | −426−1.5% | 減碼 | 歷史 |
| RHIRobert Half Inc. | COM | 33,295 | $268.3 萬 | 0.6% | +2,415+7.8% | 加碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 152,647 | $268.0 萬 | 0.6% | +3,418+2.3% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 13,097 | $261.9 萬 | 0.6% | −130−1.0% | 減碼 | 歷史 |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 225,309 | $258.2 萬 | 0.6% | +11,980+5.6% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 19,738 | $251.8 萬 | 0.6% | −80−0.4% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 34,228 | $249.0 萬 | 0.6% | −734−2.1% | 減碼 | – |
| VVisa Inc. | Stock | 10,905 | $245.9 萬 | 0.6% | +16+0.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,776 | $244.5 萬 | 0.6% | +641+4.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,494 | $241.0 萬 | 0.6% | +83+0.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 18,343 | $240.5 萬 | 0.6% | +144+0.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,148 | $239.1 萬 | 0.6% | −50−1.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,010 | $236.8 萬 | 0.6% | −1,153−18.7% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 34,502 | $230.6 萬 | 0.5% | −450−1.3% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 43,888 | $229.4 萬 | 0.5% | −372−0.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,225 | $223.1 萬 | 0.5% | +196+2.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 11,033 | $220.4 萬 | 0.5% | +867+8.5% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 17,592 | $219.5 萬 | 0.5% | −216−1.2% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,722 | $218.0 萬 | 0.5% | −86−1.8% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 51,277 | $209.8 萬 | 0.5% | +6,391+14.2% | 加碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 41,900 | $207.7 萬 | 0.5% | +41,900 | 新進 | – |
| GISGeneral Mills Inc | Stock | 24,301 | $207.7 萬 | 0.5% | −5,004−17.1% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 81,290 | $207.4 萬 | 0.5% | +386+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,085 | $205.8 萬 | 0.5% | +509+5.3% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 13,740 | $204.3 萬 | 0.5% | +925+7.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 15,000 | $201.1 萬 | 0.5% | +43+0.3% | 加碼 | – |
| TWLOTwilio Inc | CL A | 29,885 | $199.1 萬 | 0.5% | +559+1.9% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 12,928 | $198.5 萬 | 0.5% | +49+0.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 15,125 | $185.8 萬 | 0.4% | −5,303−26.0% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 22,917 | $184.8 萬 | 0.4% | −926−3.9% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 66,504 | $179.2 萬 | 0.4% | +4,326+7.0% | 加碼 | – |
| TELTE Connectivity plc | REG SHS | 13,454 | $176.5 萬 | 0.4% | −30−0.2% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 44,823 | $174.3 萬 | 0.4% | +2,101+4.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,748 | $169.6 萬 | 0.4% | −22−0.4% | 減碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 57,617 | $164.6 萬 | 0.4% | +130+0.2% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 56,810 | $163.4 萬 | 0.4% | +5,652+11.0% | 加碼 | – |
| TYGTortoise Energy Infrastructure Corp | COM | 55,395 | $162.9 萬 | 0.4% | −897−1.6% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 28,010 | $162.3 萬 | 0.4% | −422−1.5% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 2,415 | $161.6 萬 | 0.4% | −34−1.4% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 21,686 | $161.1 萬 | 0.4% | −2,919−11.9% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 32,791 | $161.0 萬 | 0.4% | −1,502−4.4% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,104 | $160.4 萬 | 0.4% | +33+0.3% | 加碼 | – |
| ZSZscaler, Inc. | Stock | 13,660 | $159.6 萬 | 0.4% | +140+1.0% | 加碼 | 歷史 |
| HQLabrdn Life Sciences Investors | SH BEN INT | 111,856 | $155.8 萬 | 0.4% | +2,398+2.2% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 9,900 | $152.7 萬 | 0.4% | +551+5.9% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 29,038 | $152.1 萬 | 0.4% | +70.0% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 23,994 | $148.6 萬 | 0.3% | −613−2.5% | 減碼 | – |
| HPEHewlett Packard Enterprise Co | COM | 88,240 | $140.6 萬 | 0.3% | −270−0.3% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 13,480 | $137.0 萬 | 0.3% | −335−2.4% | 減碼 | – |
| LRCXLam Research Corp | COM | 2,574 | $136.5 萬 | 0.3% | +17+0.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 33,164 | $135.3 萬 | 0.3% | −2,410−6.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 19,398 | $134.4 萬 | 0.3% | −93−0.5% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 14,590 | $134.4 萬 | 0.3% | +275+1.9% | 加碼 | – |
| Cyberark Software LtdM2682V108 | SHS | 9,079 | $134.4 萬 | 0.3% | −1,463−13.9% | 減碼 | – |
| INTCIntel Corp | Stock | 40,903 | $133.6 萬 | 0.3% | −2,167−5.0% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,425 | $128.8 萬 | 0.3% | +115+3.5% | 加碼 | – |
| DISWalt Disney Co | Stock | 12,715 | $127.3 萬 | 0.3% | +105+0.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 6,058 | $121.9 萬 | 0.3% | +29+0.5% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 13,219 | $121.6 萬 | 0.3% | +118+0.9% | 加碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 18,823 | $119.4 萬 | 0.3% | −161−0.8% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 11,563 | $114.7 萬 | 0.3% | −725−5.9% | 減碼 | – |
| GDGeneral Dynamics Corp | Stock | 4,999 | $114.1 萬 | 0.3% | −298−5.6% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 58,314 | $112.3 萬 | 0.3% | −966−1.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,641 | $108.6 萬 | 0.3% | +227+9.4% | 加碼 | – |
2022 年第 4 季之後清倉（25 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Kraneshares Trust500767306 | CSI CHI INTERNET | 33,248 | $120.2 萬 | 0.3% | – |
| PDDPDD Holdings Inc. | SPONSORED ADS | 6,500 | $68.0 萬 | 0.2% | 歷史 |
| GLWCorning Inc | COM | 18,112 | $66.0 萬 | 0.2% | 歷史 |
| SGISomnigroup International Inc. | COM | 15,556 | $60.4 萬 | 0.1% | 歷史 |
| KBHKB Home | COM | 16,124 | $60.3 萬 | 0.1% | 歷史 |
| PTCPTC Inc. | Stock | 4,394 | $59.7 萬 | 0.1% | 歷史 |
| LITELumentum Holdings Inc. | COM | 9,898 | $59.3 萬 | 0.1% | 歷史 |
| TPRTapestry, Inc. | COM | 13,098 | $57.7 萬 | 0.1% | 歷史 |
| KRKroger Co | Stock | 9,465 | $42.1 萬 | 0.1% | 歷史 |
| OKEONEOK Inc | COM | 5,901 | $41.0 萬 | 0.1% | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 2,110 | $32.0 萬 | 0.1% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 391 | $31.3 萬 | 0.1% | 歷史 |
| FITBFifth Third Bancorp | COM | 8,576 | $30.9 萬 | 0.1% | 歷史 |
| TFCTruist Financial Corp | COM | 6,278 | $30.7 萬 | 0.1% | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,669 | $24.0 萬 | 0.1% | – |
| ALLAllstate Corp | Stock | 1,781 | $22.9 萬 | 0.1% | 歷史 |
| CICigna Group | Stock | 712 | $22.3 萬 | 0.1% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,799 | $21.0 萬 | <0.1% | – |
| DTDynatrace, Inc. | Stock | 5,382 | $20.7 萬 | <0.1% | 歷史 |
| HALHalliburton Co | Stock | 5,038 | $20.7 萬 | <0.1% | 歷史 |
| WYNNWynn Resorts Ltd | COM | 2,006 | $20.6 萬 | <0.1% | 歷史 |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 8,490 | $20.4 萬 | <0.1% | 歷史 |
| AONAon plc | CL A | 622 | $20.2 萬 | <0.1% | 歷史 |
| TECKTeck Resources Ltd | CL B | 4,811 | $20.0 萬 | <0.1% | 歷史 |
| VLDRVelodyne Lidar, Inc. | COM | 51,513 | $5.51 萬 | <0.1% | 歷史 |